# Agency Systems Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Agency Systems Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/61775/Agency-Systems --- # Agency Systems Software Review 2026: Features, 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)[Support](#support)[Reviews](#reviews) Agency Systems ## What is Agency Systems? Comprehensive P&C Agency Management System. Full insurance accounting, commercial submission system, integrated with Outlook mail and calendar. Simple to learn and use. Comprehensive conversions from other systems and very thorough training and after the sale follow up. ## What is Agency Systems used for? [Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 13 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $185 Per User, Per Month 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 Systems?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.agencysystems.com&name=Agency Systems) ## 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 Systems 4.2 (13) VS. [4.4 (33)](https://www.capterra.com/p/172299/Health-Cloud/#reviews) Starting Price $185 Per User, Per Month Starting Price $350 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (13) Ease Of Use 4.2 (33) Value For Money 4.5 (8) Value For Money 3.9 (29) Customer Service 4.4 (13) Customer Service 4.1 (29) ## Agency Systems alternatives [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars Highest Rated [4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [3.7 (74)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 62% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/61775/Agency-Systems/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Insurance Policy Management 4.3 (6) 66.67% of 6 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 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Document Management 4.0 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Contact Management 3.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Claims Management 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Process of submitting and following up on claims with insurance companies Quotes/Estimates 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Agency Systems 8 features Process of submitting and following up on claims with insurance companies Tracking, calculating, and paying commissions and earnings to employees Manage, organize, and store contact information Store, manage, and track all electronic documents in a centralized location Create, administer and manage insurance policies for various customers and insurance lines Businesses operating within the life and health insurance sectors Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers Get Advice We can help you find the software with the features you need. Features 4.4 (10) 4.4 Based on 10 reviews ## Pricing Value for money 4.5 (8) Basic $185.00 Per User,Per Month Value for money 4.5 (8) 4.5 Based on 8 reviews 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 4.4 (13) 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 4.4 (13) 4.4 Based on 13 reviews ## User reviews Overall rating 4.2 Based on 13 reviews Filter by rating 5(8) 4(3) 3(0) 2(0) 1(2) Mentioned topic Sorted by most recent CD Curran D. CEO Insurance ### "Hotel California. Once you enter you can never leave " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 January 29, 2024 Pros Its cheap. That is the best thing I can say, but you pay a price for the low cost. Cons Made the decision to switch to a more modern system. Needed Agency Systems to send some files to do so, and they flat out refused. Told me that since we were switching that they were not obligated to help. I have never had a less professional interaction. Since Agency Systems' API cannot connect with any other management system, I am completely stuck. Run, do not walk, away from this system. It operates like something made in 2002. Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) 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. SB Sudona B. Commercial Account Manager Insurance ### "Agency systems is easy to use." 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 September 19, 2023 I have been working with Agency systems for almost a year and love it. Pros Whenever I run into a problem which is normally my input error. There is always a way to fix it. Cons I wish it was easier to verify policy coverages for certificates. 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. WP Wendy P. Agent/Office Manager Insurance ### "Thanks \[SENSITIVE CONTENT\]you were very helpful!!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 7, 2022 Pros where you are able to key Client payments and print an end of day report Cons That you have to spell out the entire name exactly spelt & they are not listed alphabetically Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) New \[SENSITIVE CONTENT\] that already used Agency Systems 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. SW Sheryl W. Accounting Manager Insurance ### "I would recommend Agency Systems for their excellent customer service and ease of use software" 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 August 1, 2022 The informational forms and documents that can be generated within the system is a great help. Pros Ease of navigating throughout the system. Cons I can not think of anything at this time that I am not pleased with. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) Applied kept increasing their cost. The cost per user was extremely costly. 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. JV Judie V. CFO Insurance ### "\[SENSITIVE CONTENT\] by Agency Systems does more than you think" 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 1, 2022 They are very helpful and responsive. They encourage customer input and are excited to deliver (and send personal messages when a request has been completed). Customer service is very high quality and quick to respond. We have never gone more than a couple hours without a call back. And sometimes within minutes of submitting an email tech request. Pros We are a full service agency with Commercial lines Benefits and P&C. We have been able to utilize Newton by Agency Systems to cover nearly all of our idiosyncrasies. They are continually upgrading their capabilities like AMI and those enhancements are so integral to our growth. Cons It would be nice if AMI Messaging could be user defined and not hard coded. The user defined reports would be a great feature to incorporate in the AMI messaging. It would allow better user defined groups to send messages to. Reasons for choosing Agency Systems Price mainly. The other systems seemed too overwhelming to have staff trained. Newton was so much more user friendly. Vertifore did not integrate benefits policies easily on one client record, benefits policies seemed to be an after thought add on. Applied Systems was just too much, too much. I don't even know where to begin with that. Maybe if you have an entire IT staff dedicated to training and maintaining, but it was not for a small agency at all. We have used Newton since 2014, we have over 2000 customers and it does the job just great! 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. JB Jeff B. Operations Manager Insurance ### "Customer Service by \[SENSITIVE CONTENT\] is awesom" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 12, 2022 I want to express my gratitude for the help we have received from \[SENSITIVE CONTENT\]. He has gone above and beyond in helping with the Domain change for our software. He has been extremely patient and knowledgeable to correct issues when we did our domain change. He helped facilitate that move and is great with his response time and solutions for any issue we have had. He coordinates well with other departments within Agency Systems to resolve issues that are not directly related to his responsibilities. I think he deserves a raise. In my 35 year career I have only written this type of letter to three other vendors. Her really is doing a great job!! Pros Not writing to evaluate the product but to praise \[SENSITIVE CONTENT\] as a service provider for Agency Systems. 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. CS Cathy S. Agent Insurance ### "Agency Systems " 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 29, 2021 Pros This product is one that we have found to be very suitable to our independent agency. The support team for this system is second to NONE! They are helpful, timely and put help in language that those of us who are the users of the program. Cons The billing portion of the program us my least favorite. 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. WG William G. Owner Insurance ### "great service" 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 1, 2021 The service is outstanding from \[SENSITIVE CONTENT\] Pros everything was great. i use \[SENSITIVE CONTENT\] every time Cons i have nothing negative to say about the service 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. DW Denise W. Accountant Insurance ### "Great Expericence" 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 October 13, 2021 Pros Accounting, Commission, AP & AR and most of all the support. Cons Not really, if anything maybe some of the reports. Reasons for choosing Agency Systems Not sure, I wasn't employed when it was purchased 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. TS Tim S. President Insurance ### "Newton Agency Management System" 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 August 16, 2016 My experience has been awesome. Love all of there support from the owner to the newest employee. I strongly recommend you look 2 or 3 times at Newton they deserve the time it's the right choice if your looking for ease, simplicity and overall agency oversight. Pros Ease of operation, learning curve for new hires, cost, support,. Cons None yet I've been using it for 3 years give me more time to fault it. 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. [View all Reviews](https://www.capterra.com/p/61775/Agency-Systems/reviews/) ## 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/)