---
title: Agency Master Reviews
meta_title: 'Agency Master Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Agency Master works for a business like yours.
aggregate_rating:
  rating_value: 3.5
  review_count: 1
  scale: '5'
date_modified: '2025-03-10'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---


# Agency Master Reviews
**Vendor:** Agency Master Insurance Software  
**Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)  
**Average Rating:** 3.5/5.0  
**Total Reviews:** 1
## About Agency Master
Software for accounting, agency billing, premium finance, return premium, commission, account current specialists, and ACORD Forms.




## Agency Master Reviews
  ### 1. Lost without Agency Master

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 27, 2017

**What do you like best about Agency Master?**

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 believe 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 don’t know how I managed without the tasks and reminders that keep me on task. I owe a lot of my success at my agency for the tools that Agency Master has provided me!

**What do you dislike about Agency Master?**

The admin interface is not the easiest to navigate. If there were more defined options on it would make things much easier. 

**What problems is Agency Master solving and how is that benefiting you?**

I will put this simply. Agency Master made my life soooooo much easier. 


## Agency Master Discussions
  - [What is Agency Master used for?](https://www.g2.com/discussions/agency-master-what-is-agency-master-used-for)
  - [What is Agency Master used for?](https://www.g2.com/discussions/what-is-agency-master-used-for)

- [View Agency Master pricing details and edition comparison](https://www.g2.com/products/agency-master/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-10+02%3A33%3A30+-0500&secure%5Bsession_id%5D=fbcc3f7b-b53a-4406-abe2-090f3ace512f&secure%5Btoken%5D=ef0cad563a29aca1b915e3fbb07bf95a7ac750d641bf258be4b8f558c9a2e736&format=llm_user)

## Agency Master Features
**Administration**
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Statistics
- Payment Processing
- Email Integration
- Task Management
- Third-Party Integrations
- Accounting Integration
- Alerts/Notifications
- Calendar Management
- Pipeline Management
- Commission Management
- Email Management
- User Management
- Forms Management
- Invoice Management
- Workflow Management
- Document Management
- Contact Database

**Insurance Documentation**
- Claims Management
- Insurance Policy Management
- Invoicing & Receipts
- Electronic Signatures
- Client Management
- Lead Management

**Additional Functionality**
- Client Portal
- Access Controls/Permissions
- AI Copilot
- Audit Trail
- Search/Filter
- Commission Calculations
- Insurance Rating
- Activity Tracking
- API
- Customizable Templates
- Customizable Branding
- Document Storage
- Property & Casualty
- Configurable Workflow
- Life & Health
- Monitoring
- Status Tracking
- Customizable Forms
- Generative AI
- Document Templates
- Self Service Portal
- Reminders
- Customizable Reports
- SSL Security
- Customizable Fields
- Referral Tracking
- Quotes/Estimates
- Risk Assessment
- Email Marketing

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