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Agency Advantage vs Cooper Rose Digital Full Suite: Which is a better fit?

Updated on September 24th, 2023
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Summary
Features in Insurance
8
50
  • Life & Health
34
Best performer
50
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
User satisfaction
4.9
User reviews27
Ease of use
4.9
Functionality
4.8
Value for money
5.0
Customer support
5.0
4.7
User reviews10
Ease of use
4.8
Functionality
4.5
Value for money
5.0
Customer support
5.0
Price starts from
Monthly subscription
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

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.

Worldwide, MGA, Agents, Brokers, Insurers and any insurance distribution business.

User reviews
pros & cons
1 / 4
View Reviews
1 / 3
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
No screenshots provided by vendor
Book demo
214795
5 screenshots

Agency Advantage

8/50
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • API
  • Audit Trail
  • Calendar Management
  • Client Management
  • Client Portal
  • Commission Calculations
  • Configurable Workflow
  • Contact Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Document Storage
  • Document Templates
  • Email Management
  • Email Marketing
  • Forms Management
  • Insurance Rating
  • Invoice Management
  • Lead Management
  • Monitoring
  • Pipeline Management
  • Policy Management
  • Real-Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Risk Assessment
  • Search/Filter
  • Self Service Portal
  • SSL Security
  • Status Tracking
  • Task Management
  • Third-Party Integrations
  • User Management
  • Workflow Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Life & Health
  • Property & Casualty
  • Quotes/Estimates
See All features
Hide Insurance Software Features -

Cooper Rose Digital Full Suite

Top Features
34/50
Show Insurance Software Features +

Agency Advantage

  • Best Value Insurance
    Software (2022)

Cooper Rose Digital Full Suite

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Agency Advantage
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Cooper Rose Digital Full Suite
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Agency Advantage
  • By Jenesis Software
  • Located in United States
  • Founded in 1999
Cooper Rose Digital Full Suite
  • By Cooper Rose Digital
  • Located in United Kingdom
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