Best For

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

Product Details

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.

Contact Details

Intruity

http://www.agencyintel.com/

Founded in 2008

Located in United States

No Media

Starting Price

  • Not provided by vendor

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

AgencyIntel Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

AgencyIntel Reviews

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

Showing Most Helpful

Showing 5 of 5 reviews

Showing Most Helpful

Showing 5 of 5 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Avatar Image
Natalie C.
Independent Insurance Broker
Insurance, 1001-5000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
March 2, 2018

“Agency Intel has extensive contribution towards person sales goals and achievement”

ProsHigh functioning features allowing for simplicity and accessibility from any location. Customer services is attentive and efficient
Reviewer Source 
Source: Capterra
March 2, 2018
Brad W.
CIO
Insurance, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
August 30, 2017

“Comprehensive product that delivers what you need intuitively”

OverallEverything you need is on one program.
ProsThis software was designed for the end user in mind. No learning curve if you have a basic understanding of SAS systems.
ConsFeedback 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.
Reviewer Source 
Source: Capterra
August 30, 2017
Harly S.
Independent Insurance Agent
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Source: Capterra
May 4, 2016

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

OverallPros. 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 4, 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.
Source: Capterra
May 4, 2016
Joe C.
C.O.O
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Source: Capterra
October 4, 2012

“Best of Both Worlds”

OverallI 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!
ProsThe 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.
ConsWould like to see a new lead notification.
Source: Capterra
October 4, 2012
AMy M.
President
Insurance, Self-employed
Used the software for: Less than 6 months
Overall Rating
1/5
Ease of Use
1/5
Customer Service
1/5
Features
1/5
Value for Money
1/5
Likelihood to Recommend
0/10
Reviewer Source 
Source: Capterra
July 31, 2017

“Awful company to work with! ”

Overallaggravation dealing with this company. They do not call you back and the employees play games!
ConsIt 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!
Reviewer Source 
Source: Capterra
July 31, 2017