# AgencySmart Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about AgencySmart Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/227739/AgencySmart/alternatives --- # AgencySmart Software Review 2026: Features, Reviews, 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. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support) AgencySmart ## What is AgencySmart? AgencySmart's cloud-based CRM allows any user with a web-connected device to easily access and track client information such as enrollments, renewals, service issues, medicare eligibility and more! AgencySmart's CRM also allows for several types of reporting such as Matrix Reporting, Performance Reporting, Book of Business Reporting, Loss Ratio Reporting & 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/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49 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 AgencySmart?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://agencysmart.com&name=AgencySmart) ## 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. [4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Starting Price $49 Per User, Per Month Starting Price $325 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (10) Value For Money 0.0 (0) Value For Money 4.5 (5) Customer Service 0.0 (0) Customer Service 4.8 (9) ## AgencySmart alternatives [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month Highest Rated [4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting price $85.00 Per User, Per Month [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month ## 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 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 77 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 Track and document all activities across devices, networks, and other systems Commission that an agency charges for services provided to a customer or associate Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Create, manage, and send invoices or bills to customers Track and manage schedules and meetings via an integrated calendar Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Track cancellations of policies, accounts, orders, appointments, etc. Process of submitting and following up on claims with insurance companies Process of tracking new and submitted claims and the status of submitted claims Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Calculate employees' commissions based on certain rules Tool used to determine the commission amount to be paid out to each employee Tracking, calculating, and paying commissions and earnings to employees Adjust commission payment for special circumstances and override preset commission rules/conditions Create and specify rules and conditions for commission calculations and payments Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. ) Periodic reports with commission payout details Manages compensation such as salary, bonus, and benefits processes, aligning with policies Track and manage adherence to policies for any service, product, process, or supplier Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Record customer information, purchase history, and other notes Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Investigate and resolve disputes/issues using workflow, audit trails, and other system tools Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Set amount of commission paid out for each sale regardless of product/service value Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Create, administer and manage insurance policies for various customers and insurance lines Process new insurance policies or modifications to existing policies. Track interaction history by documenting conversations for contacts Captures invoice data and maintains comprehensive records for auditing and reporting purposes Store information about leads or contacts and track, manage and nurture them throughout the sales process Businesses operating within the life and health insurance sectors Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Commission structure based on a percentage of the total value of product/services sold Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Process of creating insurance policies and assigning them to policyholders Create, manage, and track policies and procedures within an organization Generate quotes or estimates for customers The calculation of a price/premium based on specific variables. Active reporting of data and metrics Receive system updates as soon as any changes are made Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Manage and track the renewal process for various services, subscriptions, contracts, or licenses Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Search and filter data across systems to locate required information by entering keywords or certain criteria Commission structure calculated with a formula where total commission paid can vary inversely with the loss ratio Commission structure shared between multiple sales reps involved in a sales transaction Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Organize customer data and accounts by user or geography Increasing commission rates as employees surpass certain revenue targets Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks 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 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/)