Who Uses This Software?

Insurance agents and agencies looking to increase their efficiency through the use of a comprehensive agency management system.


Average Ratings

4 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Intruity
  • www.agencyintel.com/
  • Founded 2008
  • United States

About AgencyIntel

AgencyIntel was created by agency owners for agency owners. Our unique product is designed to manage all aspects of your business. Our system offers the ability to track policies, manage commissions, agents and documents with easy to use reports and custom analysis is of paramount importance to every well structured business. One of the most important features with AgencyIntel is personal customizations. Give us your ideas and let us make them a reality.


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AgencyIntel Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

AgencyIntel Reviews Recently Reviewed!

Comprehensive product that delivers what you need intuitively

Aug 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: This software was designed for the end user in mind. No learning curve if you have a basic understanding of SAS systems.

Cons: Feedback from the Customer Support could have been faster and more complete. They need to provide a little more assistance in that area but not really needed with this package.

Overall: Everything you need is on one program.

Awful company to work with!

Jul 31, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: Nothing good to say about this organization! They do not call you back and the employees play games!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Cons: It didn't fit my needs, It took 3 months for them to finally cancel my contract, which they kept charging my credit card. I have been trying to get my refund back, they keep playing games and no one will call me back. Very disappointed in this company, wouldn't recommend this company! Please contact me if you need any additional information about this company at amy@mooreinsurancefl.com

Overall: aggravation dealing with this company.

Fast, and comprehensive software that puts everything at your fingertips.

May 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros. The lead system has the ability to import leads from several different sources and keeps them all cycling through with an autodialer system. I have seen other agency software products and so far nothing compares to AgencyIntel. One of my favorite features besides the autodialing lead system, would be the reports function. The ability to generate simple to complex reports about your business and its performance in an instant is a priceless feature. Another great feature is that if you have a suggestion about something that may improve the software or end user experience, the developers and customer service staff will gladly take those suggestions to the development team for feedback. Not every system is perfect and AgencyIntel is always improving and evolving as the insurance industry does.

Cons. None, any suggestions or improvements are accepted with open arms or are already being worked on.

Vendor Response

by Intruity on May 04, 2016

We appreciate the kind words and loyal customers like Sushil Enterprises Inc. Thank you for your years of business and we look forward to a continued relationship as the software evolves.

Best of Both Worlds

Oct 04, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: The ease of use for the end user is incredible. An agent can be taught the lead system in 30 minutes to an hour. The commission program is very comprehensive. Tech support is generally quick to respond.

Cons: Would like to see a new lead notification.

Overall: I have used many different CRM's across my career. This one takes some of the best parts from different ones, and blends them together in an easy to use package.

To my knowledge, there isn't a better way to manage your leads, clients and commissions in one system!