# Agentero Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Agentero Software - reviews, pricing plans, popular comparisons to other Insurance products and more.

Source: https://www.capterra.com/p/191440/Agentero

---

# 

 Agentero Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

Independent research methodology

Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Agentero

## What is Agentero?

Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape.

## What is Agentero used for?

[Insurance](https://www.capterra.com/insurance-agency-software/)

Top alternative

Featured

Overall rating

Based on 8 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$149

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Agentero?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.agentero.com&name=Agentero)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Agentero

4.9 (8)

VS.

[4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/)

Starting Price

$149

per user, per month

Starting Price

$25

Per Feature, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (8)

Ease Of Use

4.9 (247)

Value For Money

4.6 (8)

Value For Money

4.8 (241)

Customer Service

4.8 (8)

Customer Service

4.8 (227)

## Agentero alternatives

[4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Starting price

$70.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/)

Starting price

$1000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

80%

of reviewers

rated it above 4 stars

[3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

62%

of reviewers

rated it above 4 stars

[3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

55%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/191440/Agentero/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Claims Management

Process of submitting and following up on claims with insurance companies

Client Management

Manage contact details and communication with clients

Contact Management

Manage, organize, and store contact information

Agentero 14 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Process of submitting and following up on claims with insurance companies

Manage contact details and communication with clients

Manage, organize, and store contact information

Store, manage, and track all electronic documents in a centralized location

Create, administer and manage insurance policies for various customers and insurance lines

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, manage, and track policies and procedures within an organization

Specialized for companies in property and casualty (P&C) insurance sector

Generate quotes or estimates for customers

Timed notification for any upcoming task, deadline, appointment, or activity

Online portal through which end users can access the system, manage tasks, or obtain information

Get Advice

We can help you find the software with the features you need.

Features

4.5 (8)

4.5

Based on 8 reviews

## Pricing

Value for money

4.6 (8)

Free Trial

Basic

$149.00

Value for money

4.6 (8)

4.6

Based on 8 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (8)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (8)

4.8

Based on 8 reviews

## User reviews

Overall rating

4.9

Based on 8 reviews

Filter by rating

5(7)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

SW

Sara W.

Principal

Insurance

### "The smartest decision in my career"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

10/10

May 19, 2021

Pros

Most times using the carrier apps directly is difficult and confusing. As an agent I can do nothing to assist a client with fixing an issue with the app. That is frustrating. With Agentero we are in control, and my clients are more than happy to have direct contact with me at all times and I am able to assist with any issue they may have.

Cons

Sometimes it is difficult getting in contact with support in a timely manner.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JA

Jeff A.

Founder

Financial Services

### "AGENTERO REVIEW"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 10, 2021

Highly Recommend as a platform to keep in front of your customers.

Pros

The integration with our existing clients and the ease of deployment.

Cons

The platform is always being upgraded, so anything we arent super happy about - generally gets enhanced.

Reasons for choosing Agentero

The story behind the company and the exciting growth path.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LS

Luke S.

Insurance Agent

Insurance

### "It was great working with \[SENSITIVE CONTENT HIDDEN\]!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 9, 2021

\[SENSITIVE CONTENT HIDDEN\] was very friendly and very easy to work with. He knows the product in and out. He was able to answer all of our questions and show us exactly how we should be using this in our agency. I would recommend him and Agentero to other insurance professionals.

Pros

This product is very easy to use and is very helpful cross selling clients. The clients absolutely love the app and how easy it is to use!

Cons

There isn't really anything that I have found that I dislike about this product.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

March 12, 2021

Thank you for this fantastic review, Luke! We love having you as a customer and helping to serve your clients.

GM

Greg M.

Owner

Insurance

### "Review of Agentero"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 26, 2020

Very good. I love the new inovation.

Pros

Ability to cross and the user app. The team has been really supportive.

Cons

Change the app so the Agency Logo can replace it.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

October 27, 2020

Thank you so much for taking the time to leave us this great review, Greg! We really appreciate it.

DT

Dante T.

Broker/ Agent

Insurance

### "Software Feedback "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 22, 2020

The customer service team and response is 5 stars when I have a problem or question the company responds very quickly.

Pros

The feature that I like most is having a mobile application that is customizable to my agency and allows my clients to view and manage there insurance policies even if they are not with my agency. I am really liking the instant carrier integration that allows a user to create home insurance quotes on the fly.

Cons

I would like the software to provide instant quotes for auto and renters as well as other supplemental lines of insurance,

Alternatives considered

[AgencyZoom](https://www.capterra.com/p/158243/AgencyZoom/)

[AgencyHR](https://www.capterra.com/p/161819/AgencyHR/)

Reasons for choosing Agentero

Customer mobile app

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

October 26, 2020

Thank you so much for the review, Dante. We really appreciate your feedback! We are working hard to add more carrier integrations to our system so you can keep growing your agency.

LW

LeJuan W.

Partner

Insurance

### "Really Good Customer Service"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

September 11, 2020

I like all insurance in one place but I am not sure how to add health insurance with the same features as my personal lines.

Pros

All insurance in one place and we can make payments and claims in one place

Cons

ID cards are dated and the health insurance doesn't seem compatible.

Reasons for choosing Agentero

Cost

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

September 14, 2020

Thank you for the review LeJuan. We appreciate your feedback and are working hard to provide a better product with more features and functionality that help you grow your agency. Our Service team will reach out today to explain how to add health policies to your account, so you can have all insurance at one place. Thanks again for choosing Agentero, The Agentero Team

JO

Jennifer O.

VP of Corporate Affairs

Insurance

### "Great resource for our agency"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

July 30, 2020

We have not had the program long, but are hoping to really see more rounding of accounts and better retention because of their tool.

Pros

Love how easy it is to use and to teach our producers to use. It makes it very easy to upsell to our clients and gives us information we would not have otherwise.

Cons

We found a few glitches but the customer service team was on it - and has written code to make it do some of the things we wanted it to do. They have been great!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

August 6, 2020

Jennifer, Thank you for the thoughtful review. We love working with you and your team at Caleb insurance, and provide value to your agency. We appreciate your feedback and are working hard to provide a better product and customer experience. The Agentero Team

NR

Nicholas R.

Agency principle

Insurance

### "You won't regret it "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 6, 2019

The cross sell opportunity feature has paid for itself, and has helped us to get ahead of renewals that are less than optimal for the client (increasing retention).

Pros

We started looking at Agentero for the app (which is great) but have been just as impressed with the other features. The cross sell opportunity feature has paid for itself, and has helped us to get ahead of renewals that are less than optimal for the client (increasing retention). Overall excellent and they keep adding new features.

Cons

The email system. Its not as customizable as we need it to be as of yet.

Reasons for choosing Agentero

ease of use and price

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

November 8, 2019

Thank you so much for the amazing review Nicholas! We really appreciate it. It's a pleasure having you as a client!

[View all Reviews](https://www.capterra.com/p/191440/Agentero/reviews/)

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)