--- title: "Agency Master Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Agency Master Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/43649/Agency-Master/" page_type: "product" language: "en" --- # Agency Master Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 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) Agency Master ## What is Agency Master? Trucking, Transportation, and Commercial Specialists! Are you a Trucking Broker? Having difficulty managing your endorsements, and agency workflow? We can offer you a solution! 40% of our software is accounting. Do you write Liability with 1 GA, PD with another & MTC with another all premium financed? Drag & drop from Outlook in seconds. Specializing In: agency billing, premium finance, commission tracking, account current statements, and carrier access. Cloud or local based. Since 1995 ## What is Agency Master used for? [Commercial Insurance](https://www.capterra.com/commercial-insurance-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price 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 Master?[Manage this product listing](https://www.g2.com/products/agency-master/claim_requests/new?auto=true) ## 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 Master 5.0 (6) VS. [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price Contact vendor Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (6) Ease Of Use 4.7 (284) Value For Money 5.0 (2) Value For Money 4.7 (240) Customer Service 5.0 (6) Customer Service 4.9 (278) ## Agency Master alternatives [4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/) Starting price $150.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.7 (11)](https://www.capterra.com/p/21759/Cloud-Claims/reviews/) Starting price $2500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars Highest Rated [NowCerts](https://www.capterra.com/p/132779/NowCerts/) [4.8 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132779/NowCerts/) [BriteCore](https://www.capterra.com/p/147243/BriteCore/) [4.3 (3)](https://www.capterra.com/p/147243/BriteCore/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/147243/BriteCore/) [View all alternatives](https://www.capterra.com/p/43649/Agency-Master/alternatives/) ## FAQs about Agency Master Overview ### What company size and specific industries is Agency Master built for? Agency Master is designed for businesses in commercial trucking and for organizations handling aviation, package policies, general liability, property, workers’ compensation, umbrella coverage, and other commercial insurance lines. The description does not specify a company size, so it appears suited to agencies or firms serving commercial insurance markets. Features and Usability ### What are the key features of Agency Master? Agency Master offers API access and commercial insurance functionality, plus claims management, commission management, contact management, and document management. It also includes insurance policy management, policy management, insurance rating, quotes and estimates, and property & casualty support for agency workflows. Integrations ### Which third-party tools and platforms does Agency Master integrate with? Agency Master connects natively to Microsoft Outlook. Getting Started and Support ### What training and onboarding options does Agency Master offer? Agency Master provides documentation for training and onboarding. Documentation gives teams written reference material for reviewing features, checking steps, and supporting self-paced learning during setup and later use. Getting Started and Support ### What customer support options does Agency Master offer? Agency Master offers email/help desk and phone support. Support coverage is defined by these channels in the catalog data. No reviewer feedback is available here to judge response times, helpfulness, or common frustrations, so support experience details cannot be stated. ## Features AI summary Based on 470 Insurance reviews Capterra data shows that buyers of insurance software rank the following features as their top priorities: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) Agency Master includes **Insurance Policy Management** and **Policy Management**, giving insurance teams the tools to organize coverage details, track policy updates, and manage client records more efficiently. However, it does not offer **Payment Processing**. Instead, it provides other important features that reviewers also value, including **Document Management** (**53%**) and **Quotes/Estimates** (**43%**), helping businesses keep policy paperwork organized and prepare pricing information faster for clients. API Application programming interface that allows for integration with other systems/databases Claims Management Process of submitting and following up on claims with insurance companies Commercial Specialized for organizations who focus on commercial projects and processes Commission Management Tracking, calculating, and paying commissions and earnings to employees Contact Management Manage, organize, and store contact information Document Management Store, manage, and track all electronic documents in a centralized location Agency Master 10 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Claims Management: Process of submitting and following up on claims with insurance companies - Commercial: Specialized for organizations who focus on commercial projects and processes - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Management: Manage, organize, and store contact information - Document Management: Store, manage, and track all electronic documents in a centralized location - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Policy Management: Create, manage, and track policies and procedures within an organization - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers --- Get Advice We can help you find the software with the features you need. Features 5.0 (2) 5.0 Based on 2 reviews ## Pricing Value for money 5.0 (2) ### Starting price Free trial not available Value for money 5.0 (2) 5.0 Based on 2 reviews ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) 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 (6) 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 (6) 5.0 Based on 6 reviews ## User reviews Overall rating 5.0 Based on 6 reviews Filter by rating 5(6) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Ingrid V. Insurance Doctor Insurance ### "Great to keep up with customer's financials" 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 March 5, 2020 I check my customer's financial records with AM in order to determine whether their current plan covers for their needs and when their renewal is up. Pros I can check my customer and patient's records and their current health care plan, deductibles, and renewal dates. Cons Nothing bad to say about this particular piece of software, everything is well structured and organized. 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. DeVon W. President Insurance ### "We opened our agency 6 months ago. The Agency Master Software have been a Godsend!" 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 February 3, 2018 Pros \*Our agency is focused solely on Commercial Transportation Insurance. Agency Masters Software is customized to meet our every need with our day to day activities and with our clientele \*Affordable Pricing, Easy Setup, Simple User Interface \*Has all the core features to manage, grow, and measure our agency \*It delivers the information and documents we need when we need them \*We can easily access our contacts, send mass messages to our customers, view specific information related to policies and more \*Provides efficiencies that make our agency more profitable and allows us to provide our clients with more professional service \*We are able to devote more time to customer service and other important agency related activities by not having to deal with unorganized pieces of paper and information \*The support staff brings a level of integrity to the business world that should be an example for all corporate executives to follow. He is very competent in his management and technology skills and exhibits all of the qualities that are essential for success in the business environment. 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. RD Ron D. Broker/Owner ### "Long Valued Customer Since 1998" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 December 30, 2014 After over 2 years of searching, trying out, and examining other Agency system's in 1998 we made our decision. We choose Agency Master and have been an extremely satisfied customer for over 16 years. We cannot explain the ease of use, the performance and how with little more then an hour's training our new employees are able to use this incredbile verstile system. This is a system designed by an Agency Owner For Agency Owners, not computer programmers. Johnny and his Staff are professional, knowledgeble, and the best. 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. MH Marcus H. ### "The True Master of Agency Management Systems." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 December 30, 2014 We are commercial P&C brokers in NYC and are more than thrilled with Agency Master. Everything in the system from initial input of prospect information to policy issuance and invoicing is so streamlined it increased our productivity at least 40% over the two years we have been using Agency Master. Agency Master made the time consuming, painstakingly dreadful task of issuing hundreds of certificates a year into an easy few minutes. The accounting system tracks everything from agency bill and direct bill with such accuracy and ease of use it is amazing. The system is not only easy to use but just as easy to learn. I highly recommend Agency Master to any and all insurance agencies looking for a better, faster, simpler agency management system. 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. JC John C. Agency Owner ### "Longtime Agency Master user." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 October 8, 2014 We are writing to thank Agency Master for their assistance over the past five years that we have been using Agency Master agency management software. Our agency is a small 3 producer independent insurance agency providing mostly property and casualty products to the commercial and personal market. We have grown with your software and can attest to its accuracy and extensive capabilities which allow us to perform our work quickly and efficiently. It handles our daily mail, emails, faxes and all banking functions seamlessly and effortlessly giving us a complete record of our clients account to-dos, activities and history. The auto-fill capabilities of the ACORD and company specific specialty forms makes certificates, quotes and other forms a quick and easy process with complete accountability. The accounting functions maintain all information for our renewals, endorsement, payments, trust account, accounts receivable and producer commissions. The personal attention that Agency Master staff has provided us is invaluable and along with the stability of the program, we can strongly recommend Agency Master to any new or established agency looking for a full featured agency management program that will provide them with years of service and reliability. 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. BB Buck B. President ### "Lost without Agency Master" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 October 2, 2014 I would truly be lost without Agency Master. It keeps me more organized than I thought was possible. This system is one of a kind and beleive me I have received demo's from all of them and this one does more at a fraction of the price. I don't know how I ever did it without the accounting program which keeps track of everything for me down to the last penny. I owe a lot of my success at my agency for the tools that Agency Master has provided me! 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. ## 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.