Who Uses This Software?

Cloud-based and on-premise agency management solution that helps small to midsize insurance businesses manage customer service, sales, documents, accounting, reports and more via unified dashboard.

Average Ratings

1 Review

  • 5 / 5

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • Advantage Information Systems
  • www.agencyadvantage.com/
  • Founded 1990
  • United States

About The Agency Advantage

Powerful, easy to use, agency management software with all of the features and tools agents want and expect.

The Agency Advantage Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management

The Agency Advantage Reviews

Great management system

Feb 21, 2017

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not

Pros: Responsive and friendly staff.

Cons: Geared for more personal lines than commercial.

Overall: 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.

Vendor Response

by Advantage Information Systems on 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.