# Agency Advantage Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Agency Advantage the right Insurance solution for you? Explore 27 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/234865/The-Agency-Advantage/reviews --- Agency Advantage 4.9 (27) [View alternatives](https://www.capterra.com/p/234865/The-Agency-Advantage/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Agency Advantage Ease of use 4.9 Customer Service 5.0 ## Pros and Cons in Reviews ds dana s agent/ agency ownerInsurance, 11 - 50 employeesUsed the software for: More than 2 years. “AA does a great job, the customer service is wonderful, always fast to respond and assist with errors.“ May 20, 2022 ## Showing most helpful reviews Showing 1-25 of 27 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use dS dana S. agent/ agency owner Insurance Used the software for: 2+ years ### "affordable agency management" May 20, 2022 5.0 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 Response from Jenesis Software May 23, 2022 Dana, thank you so much for an amazing review! Welcome to the AA team! VR Virginia R. President Insurance Used the software for: 2+ years ### "Agency Advantage Is Great" October 17, 2021 5.0 Pros In 2003 we were looking for an agency management system that did more than provide access to Acord forms, have a client note section and was not a small fortune. We met \[SENSITIVE CONTENT\] at an agent trade show and he introduced us to Agency Advantage. What \[SENSITIVE CONTENT\] showed me was a “true” agency management program that included complete client profiles, policy information, accounting, marketing and commission reconciliation without an upfront cost of $5,000 or $10,000! Over the years Agency Advantage has adapted and grown with industry changes making our agency’s life “easy” to maintain complete and accurate account files. With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better! Cons I cannot think of a thing I don't like about the program. Review Source Response from Jenesis Software October 25, 2021 So glad you're loving the program! We appreciate the awesome review! kG kiesha G. insurance agent Insurance Used the software for: 1-2 years ### "somewhat great " March 17, 2022 5.0 great Pros like how you can text and email from software Cons just the lagging of the system and when the internet going slow Review Source CM Christina M. Administrator Insurance Used the software for: 2+ years ### "AA Consistency" December 3, 2021 4.0 Ability to have all needed insurance policy information for our clients in one place so we are better able to assist them more quickly when they or a Certificate Holder contacts us. Greatly appreciated of this software because it allows us to be more efficient in the work place. Pros entering details specific to the policy type. automatic transfer of policy info to the accord applications. ability to select "follow up" & change CSR who to direct the "follow-up" to. enter "other charges" into the receipts to visually see what the "broker fee" exactly is when viewing CSR reconciliations. Cons inability to unselect "Save as Attachment" when select "Email" in the Form Options. I'm aware this is resourceful if needed but we do not need it so I am always having to go to the Attachment tab to remove the attachments. the way the NAIC numbers appear on the PDF form; I'm always having to move them to the right of the "Insurer(s) Affording Coverage" column so they are in the NAIC # column. Reason for choosing Agency Advantage because been with AA from beta testing Review Source AS Allyssa S. Office Manager Insurance Used the software for: 2+ years ### "A must use software" May 20, 2022 5.0 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 Response from Jenesis Software May 24, 2022 Wow, thank you so much for the review Allyssa! Happy to have you apart of Agency Advantage team. TB Tiffany B. Customer Service Representative Insurance Used the software for: 2+ years ### "Agency Advantage is the Best!" March 22, 2022 5.0 Overall our experience with Agency Advantage has been great! We've used the software for many years and we are very pleased with all the innovative features that help us daily in our business operations. Pros The software is user friendly and has several great features that can be customized for your business needs. Cons I can't think of any cons with this software. Occasionally we may have a technical issue occur but that will happen with any software program over time. The Agency Advantage's support team is always friendly and quick to resolve any issues we have. Review Source Response from Jenesis Software March 28, 2022 Thank you for the 5 stars, Tiffany! MS Melissa S. PRESIDENT Insurance Used the software for: 2+ years ### "EASY TO USe" May 19, 2022 5.0 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 Reason for choosing Agency Advantage IT OFFERS EVERYTHING I NEEd Review Source Response from Jenesis Software May 23, 2022 Wow, thank you for your kind review, Melissa! We're so happy you're here! CC Cathy C. Office Manager Insurance Used the software for: 2+ years ### "Excellent Management System" November 24, 2021 5.0 Overall, I am extremely satisfied with Agency Advantage. Pros I really like that there are several options to find customers, not just by name. The payment system is very easy, but most importantly, the Reports. There are so many different options to run reports. Cons Some features run a little slow, but it's in our favor since we can print anything directly to the management system. Also, some things get "removed" when we run the downloads. Review Source Response from Jenesis Software November 30, 2021 Thanks for the review, Cathy. We're glad you are loving the reporting! LS Lori S. PRESIDENT Insurance Used the software for: 2+ years ### "Very Happy " April 13, 2022 5.0 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. Reason 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 RG Reagan G. COO Insurance Used the software for: 2+ years ### "Wonderful Application" January 7, 2022 5.0 Pros Easy to roll out and train users on. All of the information in one place and in real time. Cons I did not like when we housed the software on site, but that has changed over the last year in going remote Review Source Response from Jenesis Software January 14, 2022 Thank you for the 5 stars, Reagan! PT Pam T. Owner Insurance Used the software for: 1-2 years ### "Great buy for the money!" October 11, 2021 5.0 They are the exemplify the best customer service I know! Pros I like the way it helps us keep up with renewals and notes on each customer. The payment receipts is also very nice. Cons I had trouble exporting my receipts to Quick books but it was resolved. There are features I don’t utilize and need to learn. Reason for choosing Agency Advantage I did try to leave one time. It was the biggest hassle and the customer service was lacking. When the \[SENSITIVE CONTENT\] of the company calls you to see why you’re leaving it means a lot! I changed my mind and went back to Agency Advantage! Review Source Response from Jenesis Software November 1, 2021 Glad you're still with us, Pam :) We appreciate the review! BE Blair E. Owner/Agent Insurance Used the software for: 2+ years ### "Makes life Easier" June 14, 2022 5.0 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 Response from Jenesis Software June 20, 2022 Wow, thank you for your kind review, Blair! We're so excited for you to be on the team! MM Michelle M. Inside Sales Manager Insurance Used the software for: 2+ years ### "Ease of Use, Great Features" October 2, 2021 5.0 Pros Texting a client in the system is easy and convenient; however, there are many times I have to send two texts for the same message because I run out of space. Regardless, it's a nice feature of the program. Cons You can't cut and paste from one feature to another. For example, if I need to text info that was previously in an email, I cannot copy or cut and paste into the text box. The information has to be re-keyed which is duplication. Review Source JZ Judy Z. manager Insurance Used the software for: 2+ years ### "Best system we have used" January 17, 2022 5.0 Pros Very easy & user friendly. Excellent customer support Cons Can't think of anything I don't like. Everything is always working and almost never have any system shut down. Review Source Response from Jenesis Software January 21, 2022 Wow! Thank you so much, Judy! MS Mike S. Agent Insurance Used the software for: 2+ years ### "AA rocks!" November 30, 2021 5.0 AA does the job for us and our agency. They keep everything organized for us. Pros Agency Advantage is easy to use for us and our agency. Cons Agency Advantage is a little outdated and old school Review Source Response from Jenesis Software December 7, 2021 Thank you Mike! We appreciate you! SW Sarah W. Limited SubAgent Insurance Used the software for: 2+ years ### "Great Job!" July 11, 2022 5.0 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 Response from Jenesis Software July 13, 2022 Sarah, thank you for your review! We're happy you're with us TS Tracy S. OWNER Insurance Used the software for: 2+ years ### "Great product" October 18, 2021 5.0 Pros Reliable and easy to use. Great for reconciling commissions. Cons No complaints. Have used this system for 20 years. Review Source Response from Jenesis Software October 21, 2021 We appreciate your business, Tracy. And thank you for the great review! AG Ashlie G. Manager Insurance Used the software for: 2+ years ### "Agency advantage is amazing!" March 17, 2022 5.0 Pros I love everything about agency advantage. Its easy to use and so easy to learn! Cons I have no cons! I love agency advantage. Review Source Response from Jenesis Software March 22, 2022 Thank you, Ashlie! We appreciate you more than you know! IA Isaac A. CSR Insurance Used the software for: Less than 6 months ### "Agency Advantage" June 24, 2022 4.0 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 Response from Jenesis Software June 28, 2022 Wow, Isaac, thank you for your feedback! We're excited to have you with us! MI Montana I. Agent Insurance Used the software for: 2+ years ### "Great Product" April 7, 2022 5.0 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 Response from Jenesis Software April 8, 2022 Montana, thank you for such an amazing review! MM Melissa M. Manager Insurance Used the software for: 2+ years ### "Great system. " March 22, 2022 5.0 Pros The ease of using the software. Technical support is amazing also. Cons Can't think of any cons. It is truly a great system. Review Source Response from Jenesis Software March 28, 2022 Thank you so so much, Melissa! AG Ana G. Insurance Agent Insurance Used the software for: 1-2 years ### "Great and Easy to use!" March 23, 2022 5.0 Great product Pros All the feature they provide to work smoothly and efficiently. Cons no complaints, I am very pleased with company. Review Source Response from Jenesis Software July 5, 2022 Ana, thank you for your review! We're excited to have you! SW Stacey W. Office Manager Insurance Used the software for: 2+ years ### "Great management system" February 21, 2017 5.0 We have been using The Agency Advantage for over 20 years. This is excellent software, especially for the non-standard auto agent. The staff is helpful and friendly. Pros Responsive and friendly staff. Cons Geared for more personal lines than commercial. Review Source Response from Jenesis Software February 21, 2017 Our agency customers writing commercial lines find the system handles commercial well. All ACORD forms are available for completion, mailing or emailing to carriers, plus certificates and certificate holder management. Invoicing and AR management. Personal and commercial downloads. MT Melissa T. President Insurance Used the software for: 1-2 years ### "Review of AA" October 12, 2021 4.0 Pros We can call the IT team and always have a response the same day or next day. Cons I would like the speed to be a bit faster Review Source Response from Jenesis Software October 15, 2021 Melissa, thanks for the awesome review. We appreciate you! RR Rosa R. Agent Insurance Used the software for: 1-2 years ### "Awesome!" March 25, 2022 5.0 Pros Fast and easy to use product that I will continue using everyday! Cons Rarely, AA will work super slow but that is the only con from me. Review Source Response from Jenesis Software March 31, 2022 Thank you so much for the review, Rosa! Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.