Compare AgencySmart and SmartOffice 
At a Glance
Market Segments
Small-Business (94.7% of reviews)
Small-Business (69.2% of reviews)
Entry-Level Pricing
$49.00
$70.00 1 Per User Per Month
AgencySmart
Star Rating
(39)4.8 out of 5
Market Segments
Small-Business (94.7% of reviews)
Pros & Cons
Entry-Level Pricing
$49.00
Browse all 13 pricing plansSmartOffice
Star Rating
(28)3.7 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$70.00 1 Per User Per Month
Browse all 3 pricing plansAgencySmart vs SmartOffice
When assessing the two solutions, reviewers found AgencySmart easier to use, set up, and administer. Reviewers also preferred doing business with AgencySmart overall.
- Reviewers felt that AgencySmart meets the needs of their business better than SmartOffice.
- When comparing quality of ongoing product support, reviewers felt that AgencySmart is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of AgencySmart over SmartOffice.
Pricing
Entry-Level Pricing
AgencySmart
Basic Quoting
$49.00
30-Day Free Trial Available
($44 for NAHU Members)
- Unlimited Quotes
- Renewal Notification Dashboard
- Carrier Plan Designs & SBCs
SmartOffice
Performance
$70.00
1 Per User Per Month
Single User Performance Package
- Microsoft® Exchange - Contact Email & Calendar Sync
- Microsoft® Office Integration - Word/Outlook/ Excel
- Contact Management
Free Trial
AgencySmart
Free Trial is available
SmartOffice
Free Trial is available
Ratings
Meets Requirements
9.8
27
8.1
23
Ease of Use
9.8
28
7.5
23
Ease of Setup
9.5
18
7.8
9
Ease of Admin
9.5
18
8.7
9
Quality of Support
9.6
31
7.4
23
Has the product been a good partner in doing business?
9.9
18
7.9
8
Product Direction (% positive)
10.0
27
6.7
21
Features by Category
Platform Data
9.5
7
Not enough data
9.7
6
Not enough data
9.0
7
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
9.7
5
Not enough data
7.7
5
Not enough data
Not enough data
Not enough data
Platform Content
9.3
5
Not enough data
Platform Administration
Feature Not Available
Not enough data
9.4
17
Not enough data
8.5
17
Not enough data
8.8
18
Not enough data
9.7
17
Not enough data
9.2
12
Not enough data
9.6
19
Not enough data
Platform Basics
9.5
18
Not enough data
Platform Documentation
8.5
13
Not enough data
Feature Not Available
Not enough data
9.8
19
Not enough data
8.6
16
Not enough data
Administration
Not enough data
Not enough data
9.5
7
Not enough data
9.7
6
Not enough data
9.5
7
Not enough data
10.0
6
Not enough data
Not enough data
Feature Not Available
8.9
6
Not enough data
8.8
7
Not enough data
Insurance Documentation
Not enough data
Not enough data
10.0
7
Not enough data
Not enough data
Feature Not Available
8.0
5
Not enough data
Content
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Reporting and Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Customer Support
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Force Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
AgencySmart and SmartOffice are categorized as Insurance Agency Management Systems
Unique Categories
AgencySmart is categorized as Health Insurance Software, Life Insurance Policy Administration Systems, and Life & Health Insurance Agency Management
SmartOffice is categorized as Financial Services CRM
Reviews
Reviewers' Company Size
AgencySmart
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartOffice
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
92.1%
Health, Wellness and Fitness
2.6%
Financial Services
2.6%
Airlines/Aviation
2.6%
‐
Other
0.0%
Financial Services
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
Alternatives
Discussions
What is AgencySmart used for?
1 Comment
Official Response from AgencySmart
AgencySmart is the only true all-in-one agency management platform for insurance brokers and general agencies. We offer CRM, Quoting, Online Enrollment,...Read more
AgencySmart has no more discussions with answers
SmartOffice has no discussions with answers
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