Compare SmartOffice and The Agency Advantage 
At a Glance
Market Segments
Small-Business (69.2% of reviews)
Small-Business (90.5% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$70.00 1 Per User Per Month
No pricing available
SmartOffice
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 plansThe Agency Advantage
Star Rating
(21)4.8 out of 5
Market Segments
Small-Business (90.5% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about The Agency AdvantageSmartOffice vs The Agency Advantage
When assessing the two solutions, reviewers found The Agency Advantage easier to use, set up, and administer. Reviewers also preferred doing business with The Agency Advantage overall.
- Reviewers felt that The Agency Advantage meets the needs of their business better than SmartOffice.
- When comparing quality of ongoing product support, reviewers felt that The Agency Advantage is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of The Agency Advantage over SmartOffice.
Pricing
Entry-Level Pricing
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
The Agency Advantage
No pricing availableFree Trial
SmartOffice
Free Trial is available
The Agency Advantage
No trial information availableRatings
Meets Requirements
8.1
23
9.3
15
Ease of Use
7.5
23
9.4
15
Ease of Setup
7.8
9
9.8
8
Ease of Admin
8.7
9
9.8
8
Quality of Support
7.4
23
9.9
15
Has the product been a good partner in doing business?
7.9
8
9.8
8
Product Direction (% positive)
6.7
21
9.2
14
Features by Category
Administration
Not enough data
9.4
11
Not enough data
9.7
12
Not enough data
9.4
9
Not enough data
9.6
8
Not enough data
8.9
12
Feature Not Available
9.4
11
Not enough data
9.2
10
Not enough data
9.4
11
Insurance Documentation
Not enough data
9.4
6
Not enough data
9.4
11
Feature Not Available
9.4
12
Not enough data
9.3
7
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
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
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
SmartOffice and The Agency Advantage are categorized as Insurance Agency Management Systems
Unique Categories
SmartOffice is categorized as Financial Services CRM
The Agency Advantage has no unique categories
Reviews
Reviewers' Company Size
SmartOffice
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
The Agency Advantage
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
Financial Services
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
Insurance
100.0%
‐
‐
‐
‐
Other
0.0%
Discussions
SmartOffice has no discussions with answers
The Agency Advantage has no discussions with answers
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