# Agency Advantage Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Agency Advantage Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/234865/The-Agency-Advantage --- # Agency Advantage 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) Agency Advantage ## What is Agency Advantage? We understand that independent insurance agents often struggle to retain customers while working hard to sell new policies. Solve these problems while increasing profit with our online software solution. ## What is Agency Advantage used for? [Insurance](https://www.capterra.com/insurance-agency-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/) Top alternative Featured Overall rating Based on 27 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $99 Other, Per Month Free trial not 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 Agency Advantage?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.jenesissoftware.com/&name=Agency Advantage) ## 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. ### Agency Advantage 4.9 (27) VS. [4.5 (49)](https://www.capterra.com/p/172196/Expiration-Reminder/reviews/) Starting Price $99 Other, Per Month Starting Price $49 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (27) Ease Of Use 4.5 (49) Value For Money 5.0 (24) Value For Money 4.5 (46) Customer Service 5.0 (27) Customer Service 4.4 (46) ## Agency Advantage alternatives [3.7 (74)](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 [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 Highest Rated [4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Starting price $200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/234865/The-Agency-Advantage/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Insurance Policy Management 5.0 (18) 83.33% of 18 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Commission Management 4.7 (14) 57.14% of 14 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Claims Management 4.6 (13) 30.77% of 13 reviewers that rated this feature as important or highly important Process of submitting and following up on claims with insurance companies Contact Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Document Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Life & Health 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Businesses operating within the life and health insurance sectors Agency Advantage 21 features Create, manage, and send invoices or bills to customers 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 Tracking, calculating, and paying commissions and earnings to employees Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Alter the layout and content of reports Store, manage, and track all electronic documents in a centralized location Store, manage and track all forms in a centralized location Create, administer and manage insurance policies for various customers and insurance lines Businesses operating within the life and health insurance sectors 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 Track policy reinstatements after policies have been canceled Timed notification for any upcoming task, deadline, appointment, or activity Manage and track the renewal process for various services, subscriptions, contracts, or licenses Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Get Advice We can help you find the software with the features you need. Features 4.8 (27) 4.8 Based on 27 reviews ## Pricing Value for money 5.0 (24) Basic $99.00 Other,Per Month Value for money 5.0 (24) 5.0 Based on 24 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 5.0 (27) 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 5.0 (27) 5.0 Based on 27 reviews ## User reviews Overall rating 4.9 Based on 27 reviews Filter by rating 5(24) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SW Sarah W. Limited SubAgent Insurance ### "Great Job!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 11, 2022 Pros Font sizing increased and color changed made it so much easier to read and see. Cons Nothing as of yet- everything has been quick and awesome. 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 July 13, 2022 Sarah, thank you for your review! We're happy you're with us IA Isaac A. CSR Insurance ### "Agency Advantage" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 24, 2022 Pros The claims tab makes my life so much easier. Since our company is located in Tornado Alley, we get tons of claims. Without this feature, my customer service would be very low tier as I would have to search through tons of notes. Cons Occasssionally my program slows down drastically making it difficult to upload attachments and bigger documents. 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 June 28, 2022 Wow, Isaac, thank you for your feedback! We're excited to have you with us! NG Nicholas G. Producer Insurance ### "Easy to Use" 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 June 17, 2022 Pros It was easy to learn and use. The software runs and operates smoothly. Cons Unable to search for a client by first name 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 June 21, 2022 Nicholas, thank you very much for your reply! Happy to have you with us! ME Megan E. Insurance Agent Insurance ### "User Friendly" 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 June 16, 2022 It allows us to keep notes, receipts and any other information on our customers. We are able to understand what our customers need with these features. Pros It is an extremely easy platform to access and navigate. It also works with all of our insurance carriers, so all of our important information is in one spot. Cons If I delete information it is gone, there is no back button. 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 June 20, 2022 Wow, thank you for your review, Megan! We are happy you joined the team! BE Blair E. Owner/Agent Insurance ### "Makes life Easier" 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 June 14, 2022 I have used this software for over 20 years and it continues to change with our industry always finding new ways to make my life easier. Pros I can't say enough good things about this software. As a business owner it puts my mind at ease with the control it gives me and the ease my employees can efficiently do their job. Cons Nothing is hard to use with this software. You should give it a go you won't regret 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 June 20, 2022 Wow, thank you for your kind review, Blair! We're so excited for you to be on the team! AS Allyssa S. Office Manager Insurance ### "A must use software" 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 May 20, 2022 I've been using Agency Advantage for 9 years and can say with confidence that they strive to improve. Many helpful features have been added since I've been using it and keep improving as time goes by. I could not imagine using a different program for my needs as an agent. Pros Features such as texting and emailing clients that have been added are super helpful as well as having the ability to attach files allows an office to go paperless instead of having to keep track of thousands of paper files. The download integration is also super helpful to keep track of everything that's happening on a customer's account before even pulling a policy up. Cons I cannot think of any specific cons in regard to the software and if we've ever had an issue their customer service has always been extremely helpful and will go the extra mile! 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 May 24, 2022 Wow, thank you so much for the review Allyssa! Happy to have you apart of Agency Advantage team. DS dana s. agent/ agency owner Insurance ### "affordable agency management" 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 May 20, 2022 Pros We previously had AMS, we outgrew the system and to replace it would have cost over $50,000. Too much for my agency to afford. AA does a great job, the customer service is wonderful, always fast to respond and assist with errors. Cons I do not have any complaints about this softward Switched from [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/) we outgrew their system and would have to replace it with their upgraded system, too expensive for us 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 May 23, 2022 Dana, thank you so much for an amazing review! Welcome to the AA team! MS Melissa S. PRESIDENT Insurance ### "EASY TO USe" 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 May 19, 2022 I AM VERY SATISFIED. I REALLY LOVE THE CUSTOMER SERVICE FOR WHEN SOMETHING IS WRONg Pros I REALLY LIKE THAT YOU ARE ABLE TO USE THEIR GENERIC CHANGE REQUEST FORM TO DO ENDORSEMENTS. NO OTHER COMPANIES OUT THERE HAVE THIS VERY IMPORTANT FEATURe Cons I LIKE EVERYTHING..THERE IS NOTHING I DON'T LIKe Reasons for choosing Agency Advantage IT OFFERS EVERYTHING I NEEd 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 May 23, 2022 Wow, thank you for your kind review, Melissa! We're so happy you're here! LS Lori S. PRESIDENT Insurance ### "Very Happy " 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 April 13, 2022 I have worked on Agency Advantage since 2000. It makes my job much easier. I have been in the same industry for 35 years. Working without it just doesnt even compare. They are always updating to stay up with technology. Pros It does everything, keeps everything organied and is very user friendly. Cons I can not imagine what it might be missing or what there would be not to like. Reasons for choosing Agency Advantage I worked on it while working previous place. So when I had to decide for myself and my business, there was not a questions. 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. MI Montana I. Agent Insurance ### "Great Product" 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 April 7, 2022 Pros Makes life so much easier keeping everything together and organized! Cons I feel like with every update, it gets better and better and user friendly! 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 April 8, 2022 Montana, thank you for such an amazing review! [View all Reviews](https://www.capterra.com/p/234865/The-Agency-Advantage/reviews/) ## 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. Popular comparisons [Jenesis Software vs Agency Advantage](https://www.capterra.com/compare/119068-234865/Jenesis-Software-vs-The-Agency-Advantage)  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/)