--- title: "AgencySmart Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about AgencySmart Software - reviews, pricing plans, popular comparisons to other Commission products and more." source_url: "https://www.capterra.com/p/227739/AgencySmart/" page_type: "product" language: "en" --- # AgencySmart Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) AgencySmart ## What is AgencySmart? AgencySmart's comprehensive commission system easily lets users post & pay commissions, build & track producers draws, receive alerts when clients have not paid commissions and much more! ## What is AgencySmart used for? [Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Commission](https://www.capterra.com/commission-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49 Per User, Per Month Free trial available Free version not included 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 AgencySmart?[Manage this product listing](https://www.g2.com/products/agencysmart/claim_requests/new?auto=true) ## 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. ### AgencySmart 0.0 VS. [4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting Price $49 Per User, Per Month Starting Price $85 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.8 (10) Value For Money 0.0 (0) Value For Money 4.9 (5) Customer Service 0.0 (0) Customer Service 4.9 (9) ## AgencySmart alternatives [4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [AgentCubed](https://www.capterra.com/p/135371/AgentCubed/) [4.4 (10)](https://www.capterra.com/p/135371/AgentCubed/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/135371/AgentCubed/) [Financial Services Cloud](https://www.capterra.com/p/166075/Financial-CRM/) [4.8 (6)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Starting price $325.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/166075/Financial-CRM/) [Better Agency](https://www.capterra.com/p/211611/Better-Agency/) [4.0 (13)](https://www.capterra.com/p/211611/Better-Agency/reviews/) Starting price $299.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 77% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/211611/Better-Agency/) ## FAQs about AgencySmart Overview ### What company size and specific industries is AgencySmart built for? AgencySmart is designed for insurance agencies of varying sizes, from small retail shops to national TPAs and General Agents. It serves the insurance sector, particularly agents and agency organizations that need support with productivity, effectiveness, and profitability. Features and Usability ### What are the key features of AgencySmart? AgencySmart offers CRM, client management, contact management, and client portal features for account handling. It also includes commission management with commission calculator, commission rules/conditions, split commissions, tiered commissions, and commission statements, plus billing & invoicing, policy management, claims tracking, workflow management, and reporting & statistics. Getting Started and Support ### What training and onboarding options does AgencySmart offer? AgencySmart provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual guidance for reviewing product features and setup steps. Getting Started and Support ### What customer support options does AgencySmart offer? AgencySmart provides email/help desk, FAQ/forum, knowledge base, and phone support. Support is presented through self-service resources and direct contact options, giving users multiple ways to look up answers or reach assistance when needed. ## Features AI summary Based on 14,838 Commission reviews Capterra reviewers point to the following as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) AgencySmart includes other CRM capabilities that reviewers also value, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). Together, these features help businesses keep contact records organized, find the right information faster, and manage ongoing client relationships more efficiently, allowing teams to stay responsive and work from a more structured view of their customer data. 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 Activity Tracking Track and document all activities across devices, networks, and other systems Agency Commission Commission that an agency charges for services provided to a customer or associate Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases AgencySmart 80 features ### All Features - 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 - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agency Commission: Commission that an agency charges for services provided to a customer or associate - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commission Calculations: Calculate employees' commissions based on certain rules - Commission Calculator: Tool used to determine the commission amount to be paid out to each employee - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Commission Overrides: Adjust commission payment for special circumstances and override preset commission rules/conditions - Commission Rules/Conditions: Create and specify rules and conditions for commission calculations and payments - Commission Scheduling: Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. ) - Commission Statements: Periodic reports with commission payout details - Compensation Management: Manages compensation such as salary, bonus, and benefits processes, aligning with policies - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Accounts: Record customer information, purchase history, and other notes - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Dispute Management: Investigate and resolve disputes/issues using workflow, audit trails, and other system tools - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Flat Commissions: Set amount of commission paid out for each sale regardless of product/service value - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Insurance Policy Processing: Process new insurance policies or modifications to existing policies. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Life & Health: Businesses operating within the life and health insurance sectors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Percentage Commissions: Commission structure based on a percentage of the total value of product/services sold - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Policy Issuance: Process of creating insurance policies and assigning them to policyholders - Policy Management: Create, manage, and track policies and procedures within an organization - Quotes/Estimates: Generate quotes or estimates for customers - Rating Engine: The calculation of a price/premium based on specific variables. - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Sliding Scale Commissions: Commission structure calculated with a formula where total commission paid can vary inversely with the loss ratio - Split Commissions: Commission structure shared between multiple sales reps involved in a sales transaction - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Tiered Commissions: Increasing commission rates as employees surpass certain revenue targets - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $49.00 Per User,Per Month 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 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.