# AGENCYMATE Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about AGENCYMATE Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/235966/AGENCYMATE --- # AGENCYMATE 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. 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) AGENCYMATE ## What is AGENCYMATE? AGENCYMATE is a powerful fully integrated and automated Agency Management Solution providing Agents full customer lifecycle prospect-to-sale-to-service excellence. AGENCYMATE is designed by Agents for Agents to simplify processes, automate sales and service tasks, deliver personalized communications and manage E&O compliance using configurable workflows. Agencies don't need separate CRM, AMS, Email Marketing (EDM), Document Storage and eSignature software. It's your all-in-one AMS solution! ## What is AGENCYMATE used for? [Insurance](https://www.capterra.com/insurance-agency-software/)[Insurance CRM](https://www.capterra.com/insurance-crm-software/)[Quoting](https://www.capterra.com/quoting-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $99 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 AGENCYMATE?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.agencymate.com&name=AGENCYMATE) ## 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. ### AGENCYMATE 4.7 (3) VS. [4.8 (82)](https://www.capterra.com/p/141932/Ricochet/reviews/) Starting Price $99 Per User, Per Month Starting Price $24 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.7 (233) Value For Money 5.0 (2) Value For Money 4.8 (195) Customer Service 4.7 (3) Customer Service 4.8 (211) ## AGENCYMATE alternatives Highest Rated [4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting price $85.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (649)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Insurance Policy Management 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Commission Management 5.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Activity Dashboard 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Audit Trail 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. 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 AGENCYMATE 49 features Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system 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 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. Track and manage schedules and meetings via an integrated calendar Notifications/alerts for upcoming events or tasks 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 Tracking, calculating, and paying commissions and earnings to employees 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 Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 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 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 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 Store, manage and track all forms in a centralized location Create, administer and manage insurance policies for various customers and insurance lines Automatically identify and save contact information of potential customers 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 Observe and track the demand, usage, progress or quality of a system, product, or user Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers Active reporting of data and metrics Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Define, track, and/or automate sales activities and sales processes 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 Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes 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. Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 5.0 (2) Free Trial Basic $99.00 Per User,Per Month Value for money 5.0 (2) 5.0 Based on 2 reviews ## Integrations [ Dropbox Sign](https://www.capterra.com/p/144797/HelloSign/)[ Quicken](https://www.capterra.com/p/151854/Quicken/)[ Pendo](https://www.capterra.com/p/166510/Pendo/)[ IVANS Download](https://www.capterra.com/p/235001/IVANS-Download/) 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 4.7 (3) 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 4.7 (3) 4.7 Based on 3 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DM Dan M. President Insurance ### "AgencyMate" 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 July 13, 2024 AgencyMate is a really good management system. AgencyMate is very responsive and a pleasure to work with. The system is easy to use and has everything needed to run an insurance agency. Pros Windows based and VERY easy to navigate. It has everything needed to run your agency smoothly and effectively. Cons We did not have any issues with AgencyMate. Switched from [Better Agency](https://www.capterra.com/p/211611/Better-Agency/) Reasons for choosing AGENCYMATE Window bases and easy of use and function 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 29, 2024 Thanks for the great review Dan ... At AGENCYMATE we actively encourage feedback to seek and strive for continuous improvement throughout the platform and appreciate the ideas both you and Alex have provided so far. SD Stephanie D. Agent Insurance ### "Easy to Navigate" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 10, 2021 My overall experience was great! The Cote support staff were able to customize the product to our agencies needs and resolve issues quickly. Pros Ease of use, functionality, dashboard, system reports and the ability to track leads. Cons Commission statements are not yet fully functional. 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. GT Greg T. V-President Insurance ### "Agency management made life simple" 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 10, 2021 My agents have actionable dashboards and this has resulted in better retention, sales and overall productivity in the agency. Pros The best thing Agencymate brought to the table was the ease of use. I have been in the business for 30 years and this is truly the best insurance software program I have seen. Cons At this time I have not encountered a problem with the software, the support team has been fast at addressing any concerns. Switched from [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Just after years of the system having issues that were in my opinion poorly communicated and handled I need to make a change. I did not know expect it to go as well as it has. Alternatives considered [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/) [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reasons for choosing AGENCYMATE Agencymate had the only product that had everything built into one platform. The rest had outside vendors handling the Campaign management, the CRM, as well as other features. This caused issued in the past when Microsoft does updates. Plus the pricing was better than expected. 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. ## 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. 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/)