--- title: "AGENCYMATE Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about AGENCYMATE Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/235966/AGENCYMATE/" page_type: "product" language: "en" --- # AGENCYMATE Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 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)[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 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 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. [4.6 (1,480)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $99 Per User, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.6 (1,440) Value For Money 5.0 (2) Value For Money 4.4 (1,243) Customer Service 4.7 (3) Customer Service 4.6 (1,393) ## AGENCYMATE alternatives [4.6 (495)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $78.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (3,324)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.7 (284)](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 ## FAQs about AGENCYMATE Overview ### What company size and specific industries is AGENCYMATE built for? AGENCYMATE is designed for insurance agencies of any size, with a clear focus on businesses operating in the insurance sector. It is built for agencies that need software tailored to agency operations rather than for general-purpose use across unrelated industries. Features and Usability ### What are the key features of AGENCYMATE? AGENCYMATE offers CRM and client management, lead management, pipeline management, and contact management for sales and account records. It includes calendar management, task management, reminders, alerts/notifications, and activity tracking, plus document management, customizable forms, customizable reports, workflow management, access controls/permissions, and third-party integrations. Integrations ### Which third-party tools and platforms does AGENCYMATE integrate with? AGENCYMATE connects natively to Dropbox Sign, IVANS Download, Pendo, and Quicken for document signing, insurance data exchange, product analytics, and accounting workflows. These four integrations cover core business functions without requiring third-party workarounds. Getting Started and Support ### What training and onboarding options does AGENCYMATE offer? AGENCYMATE provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided setup, webinars cover shared training sessions, documentation offers written reference material, and videos allow self-paced learning. Getting Started and Support ### What customer support options does AGENCYMATE offer? AGENCYMATE provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. These channels give users several ways to get help, find answers, and resolve issues through direct contact or self-service resources. ## Features AI summary Based on 467 Insurance reviews Not all insurance software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Insurance Policy Management** (**57%** of reviewers rated this feature as critical) - **Policy Management** (**52%**) - **Document Management** (**54%**) AGENCYMATE supports **Insurance Policy Management** and **Document Management**, so teams can manage policy details and keep important files organized in one system. However, it does not include **Policy Management**. Instead, it offers other highly rated features such as **Activity Tracking** (**46%**), **Audit Trail** (**45%**), and **Quotes/Estimates** (**44%**), helping businesses monitor work history, maintain clearer records, and prepare pricing information more efficiently. 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 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 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. Quotes/Estimates 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers 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 AGENCYMATE 49 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - 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 - 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. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - 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 Management: Tracking, calculating, and paying commissions and earnings to employees - 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 - 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 - 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 - 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 - 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 - Lead Capture: Automatically identify and save contact information of potential customers - 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 - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - 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 - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - 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 - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - 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. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## 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.