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Cloud-based or on-premise agency management solution that helps independent insurance agencies manage customer service, sales, documents, accounting, reports, and more via a unified dashboard.
Property and Casualty Insurance Agents
With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better.
Just the lagging of the system and when the internet going slow.
I love everything about agency advantage. Its easy to use and so easy to learn.
Can't think of anything I don't like. Everything is always working and almost never.
I like the way it helps us keep up with renewals and notes on each customer. The payment receipts is also very nice.
I can not imagine what it might be missing or what there would be not to like.
The software is user friendly and has several great features that can be customized for your business needs.
I cannot think of a thing I don't like about the program.
Pre-built for beginners to start great automation and customizable to those with some experience. Also love how we can finally start to centralize communication with our clients.
The worst part about this company is the extreme lack of customer service as well as knowledge of their own products. Further, as my title states, it was "a solution with empty and broken promises.
Ease of use, functionality and time savings are huge reasons why this is one of, if not the best CRM system for insurance agencies on the market.
And the chat, you can say, does not work because whoever is on the other end of that chat has absolutely no knowledge of simple things.
Our agency has had a wonderful experience implementing into our processes for both sales and service. It has allowed us to really build out a scaleable process to grow with.
I ended the chat out of frustration and later got a transcript of the person advising me to search for a 3rd party for 2 factor login. You'll regret purchasing.
Their email campaigns also looked very good as you could customize so many different parameters for prospects and existing customers.
I was appalled that the person did not know what this was in 2022 as society has been using this for at least 10 years on almost any website you’re required to log into.
Agency Advantage
Better Agency
Top FeaturesAgency Advantage
Better Agency
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