AgentMethods 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

AgentMethods

4.9

(9)

Pricing

Pricing available upon request

About AgentMethods

AgentMethods Helps Independent Insurance Agents Grow Sales, Retain Customers, and Increase Cross-Sales

AgentMethods is revolutionizing the way independent insurance agents grow their businesses. With a powerful combination of innovative software and industry expertise, AgentMethods is dedicated to helping agents double their sales through a suite of intuitive, user-friendly tools designed to enhance every aspect of their workflow.

At the core of AgentMethods is a sophisticated website builder that allows agents to create professional, customizable websites without the need for technical expertise. The platform offers a variety of templates specifically tailored to the insurance industry, ensuring that agents can easily establish a strong online presence that attracts and engages potential clients.

Understanding the importance of consistent, personalized communication, AgentMethods offers comprehensive marketing automation capabilities. Agents can easily set up and manage email marketing campaigns, leveraging pre-designed templates and content that resonate with their audience. The platform’s automation features ensure that marketing efforts are streamlined and efficient, allowin...

AgentMethods Screenshots

AgentMethods Pricing and Plans

Starting price: $149.00

Free Trial

Free Version

AMPlify

$299.00

Plan includes:

Insurance Website
Monthly Email Newsletter
Online Scheduling
Weekly Blog Posts
Daily Social Media Posts
Cross-Marketing Emails
Customer Retention Campaigns
Marketing Automation

Foundation

$149.00

No plan information available

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AgentMethods Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of AgentMethods
Activity Dashboard
Alerts/Notifications
Auto Update
Calendar Management
Content Management
Custom Domains
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Templates
Drag & Drop
Email Marketing
Landing Pages/Web Forms
Life & Health
Media Library
Online Booking Tools
Pre-built Templates
Real Time Editing
Social Media Integration
SSL Security
Third-Party Integrations
Website Hosting
Website Management
WYSIWYG Editor

AgentMethods Integrations

Zoho CRM

Zapier

HighLevel

AgencyBloc AMS+

AgentMethods User Reviews

Overall Rating

4.9

Ratings Breakdown

89%

11%

Secondary Ratings

Ease of Use

4.6

Value for money

4.9

Customer support

5.0

Functionality

4.9

Have you used AgentMethods and would like to share your experience with others?

Carol O.

Verified reviewer

Insurance

Self-Employed

Used weekly for more than 2 years

Review source

Reviewed June 2024

Agent Methods is my IT team and Assistant

Exceptional and trustworthy from the first marketing webinar I joined.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I've found Agent Methods to be reliable over years of using their services. I don't think any other Medicare Website/Resource/Scheduling service could match the care and follow-through.

Cons:

Sometimes I wish that I could call them, but email response with video instructions for where I'm stuck in my idea comes within hours.

Reasons for switching to AgentMethods

Didn't have automated email options I could schedule, nor scheduling linked to my calendar. Agent Methods is like my office assistant. And my "one man band" has grown with them having these details.

Vendor Response

Thank you for your kind words and your continued trust in AgentMethods! We are thrilled to hear that you find our services reliable and that our care and follow-through stand out. Your feedback about preferring phone support is invaluable, and remember that you can always schedule a 1 on 1 call with our team if you need anything. Thank you for being a valued customer!

Replied June 2024

Nina W.

Verified reviewer

Insurance

Self-Employed

Used weekly for more than 2 years

Review source

Reviewed May 2024

AgentMethods (AM) offers great websites and services

I really enjoy my overall experience with AM and the services they provide

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the ease of setting up my own website, and the Customer Support team is quick and efficient in helping answer any questions I may have, even supplying tutorials on how to complete tasks

Cons:

I really can't say anything bad about AM!!!

Reasons for choosing AgentMethods

Lower price point, and a discount offered from NAPA

Reasons for switching to AgentMethods

AM was much easier to grasp and use, nice templates

Vendor Response

Thank you for your fantastic review! We’re thrilled to hear that you found setting up your website easy and that our Customer Support team has been quick and efficient in assisting you. We’re delighted that you enjoy your overall experience with AgentMethods and the services we provide.

Replied June 2024

Joe M.

Verified reviewer

Insurance

Self-Employed

Used daily for less than 12 months

Review source

Reviewed May 2024

Joe Mahoney Insurance

Excellent. [sensitive content hidden] were big helps

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Compliant, easy to change different needs

Cons:

I have two areas of insurance I specialize in. Medicare and life Insurance. The drop down menus for Medicare were too detailed and could drive a client off my web page. Example. Send to Medicare. Gov.

Vendor Response

Thank you for the five star review Joe! We appreciate your support and the chance to be part of your success. Thanks also for the feedback on content having too much detail - please feel free to reach out to our support team and we can help get everything adjusted to make sure it's exactly what you want!

Replied May 2024

Breanna M.

Verified reviewer

Insurance

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed May 2024

Huge Asset to our Company!

Agent Methods is awesome. Very responsive and willing to make sure it’s working for you the way you need it. They on board in multiple zooms to teach you how to set up, update and use it. They make sure you are seeing the results you need. Very functional and a huge asset to our company. Plus most clients LOVE it! I had one client tell me she just loves receiving emails from me!!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customization and Functionality. Agent methods did a great job at templates and makes it easy to use and customize to be your own website, emails etc!

Cons:

I really don’t have any complaints about Agent Methods. But if I had to choose one thing… when setting up the colors of my website I wasn’t able to choose my own palate of colors to match my branding.

Vendor Response

Thank you Breanna for taking the time to leave such a fantastic review. We are so glad we are able to help you and your business continue to see success.

Replied May 2024

Sandra H.

Verified reviewer

Insurance

Self-Employed

Used daily for less than 2 years

Reviewed June 2024

Love my website!

It has been a pleasant experience, and I love the company's professionalism and product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

"They have been with me every step of the way since I first met them at a Medicare conference. I loved the idea of a customizable insurance website so that it would be one less thing I'd have to deal with and worry about. I love the templates and how easy it is to add in or take away information, and it looks super professional. It is just a part of my advertising costs, and I wouldn't change a thing!"

Cons:

I can't think of anything I don't like about them.

Reasons for choosing AgentMethods

They cater specifically to the insurance industry.

Lisa R.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2024

AgentMethods - easy to implement, easy to use

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Anytime I have had a question, the folks at AgentMethods were quick to respond and make sure that I got answers!

Cons:

The "set it and forget it" options really make it TOO easy for me to forget to look things over!

Vendor Response

Thank you for your awesome review! We’re thrilled to hear that our team has been quick to respond and ensure you get the answers you need. We totally get it—sometimes our “set it and forget it” options can make things a bit too easy to overlook! But hey, we’re glad to make your life simpler. 😉 Thank you for being a valued customer and for bringing a smile to our day!

Replied June 2024

Margaret C.

Verified reviewer

Insurance

Self-Employed

Used weekly for less than 6 months

Review source

Reviewed May 2024

Customer Friendly Website Development

I am please with the process from Sales to Support.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The one-on-one meetings with the IT Development Specialist to create the website. The weekly sessions to review design including how to use the dashboard and make design changes.

Cons:

While I am concerned, that this solution may not be as advantageous for me because I must use other tools that may not integrate with the website created to reap all the benefits that Agent Methods bring to the table.

Vendor Response

Thank you for sharing your positive experience with our one-on-one meetings and weekly review sessions. We’re glad to hear that you found the personalized support and guidance beneficial. Regarding your concern about tool integration, we understand the importance of having a seamless workflow. Our team is continually working on improving our platform, and your feedback is valuable in helping us identify areas for enhancement. Please reach out to us directly with the specific tools you need to integrate, and we’ll do our best to find a solution that meets your needs. Thank you for being a valued customer!

Replied June 2024

Eric S.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2024

Looking forward to a long and prosperous partnership.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Everyone I have interacted with is so helpful and knowledgable. The platform is simple and straightforward to use.

Cons:

I can't change some of the border colors to a custom palette. The colors and style are limited to what the platform offers.

Reasons for choosing AgentMethods

Everyone I have interacted with is so helpful and knowledgable. The platform is simple and straightforward to use. Looking forward to a long and prosperous partnership.

Vendor Response

Thank you for your wonderful review! We’re excited to hear that you find our team helpful and knowledgeable, and that you appreciate the simplicity and straightforwardness of our platform. We’re equally looking forward to a long and prosperous partnership with you. We appreciate your feedback about the border color customization. We’re always looking for ways to improve, and your input is invaluable. We’ll definitely take this into consideration as we continue to enhance our platform. In the meantime, if you still want to customize your colors drop us an email and we can help. Thank you for being a valued customer! Best regards, The AgentMethods Team

Replied June 2024

Janis S.

Verified reviewer

Insurance

Self-Employed

Used monthly for less than 6 months

Review source

Reviewed June 2024

Working with professionals

Great group! Don't hesitate to call them. They will truly make your website come together quickly

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Professional Do what they say After you chat with agent methods they always send an email with all what you discussed and the links to do what you need to do LISTEN Such and easy process No Stress Availability

Cons:

They sent me a gift of cookies. LOL I don't eat cookies. Trying to be fit and healthy

Vendor Response

Thank you so much for your thoughtful review! We’re delighted to hear that you found our process professional, stress-free, and that our team listens and provides detailed follow-ups. We appreciate your feedback about the cookies - we hope they found a home somewhere!

Replied June 2024

Showing 1 - 9 of 9 Reviews