# Top 10 AgencySmart Alternatives & Competitors
**Average Rating:** 4.8/5
**Total Number of Reviews:** 39
Looking for alternatives or competitors to AgencySmart? Life & Health Insurance Agency Management Software is a widely used technology, and many people are seeking secure, quick software solutions with benefits record management, enrollment planning, and document management. Other important factors to consider when researching alternatives to AgencySmart include ease of use and reliability. The best overall AgencySmart alternative is NextAgency. Other similar apps like AgencySmart are AgencyBloc AMS+, Applied Epic, AMS360, and QQCatalyst. AgencySmart alternatives can be found in [Life & Health Insurance Agency Management Software](https://www.g2.com/categories/life-health-insurance-agency-management) but may also be in [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) or [Insurance Compliance Software](https://www.g2.com/categories/insurance-compliance).


## Best Paid & Free Alternatives to AgencySmart
  - [NextAgency](https://www.g2.com/products/nextagency/reviews)
  - [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews)
  - [Applied Epic](https://www.g2.com/products/applied-epic/reviews)
  - [AMS360](https://www.g2.com/products/ams360/reviews)
  - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews)
  - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews)
  - [Jenesis](https://www.g2.com/products/jenesis/reviews)
  - [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews)
  - [HawkSoft](https://www.g2.com/products/hawksoft/reviews)
  - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews)

## Top 10 Alternatives to AgencySmart Recently Reviewed By G2 Community
Browse options below. Based on reviewer data, you can see how AgencySmart stacks up to the competition, check reviews from current & previous users in industries like Insurance, Airlines/Aviation, and Financial Services, and find the best product for your business.


  ### 1. [NextAgency](https://www.g2.com/products/nextagency/reviews)
By Take 44, Inc.
**Average Rating:** 4.8/5
**Total Reviews:** 37
NextAgency is a suite of software for insurance brokers designed with an easy-to-use insurance agency management system and an employee management software.


Reviewers say compared to AgencySmart, NextAgency is:
- Slower to reach roi
- More expensive
- Better at support
Categories in common with AgencySmart: [Health Insurance Software](https://www.g2.com/categories/health-insurance-software), [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems), [Life & Health Insurance Agency Management](https://www.g2.com/categories/life-health-insurance-agency-management)

**Compare:** [AgencySmart vs NextAgency](https://www.g2.com/compare/agencysmart-vs-nextagency)
**Compare NextAgency with other alternatives:**
- [NextAgency vs AgencyBloc AMS+](https://www.g2.com/compare/agencybloc-ams-vs-nextagency)
- [NextAgency vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-nextagency)
- [NextAgency vs AMS360](https://www.g2.com/compare/ams360-vs-nextagency)
- [NextAgency vs QQCatalyst](https://www.g2.com/compare/nextagency-vs-qqcatalyst)
- [NextAgency vs EZLynx](https://www.g2.com/compare/ezlynx-ezlynx-vs-nextagency)
- [NextAgency vs Jenesis](https://www.g2.com/compare/jenesis-vs-nextagency)
- [NextAgency vs iLife Technologies](https://www.g2.com/compare/nextagency-vs-ilife-technologies)
- [NextAgency vs HawkSoft](https://www.g2.com/compare/hawksoft-vs-nextagency)
- [NextAgency vs BenefitPoint](https://www.g2.com/compare/benefitpoint-vs-nextagency)

  ### 2. [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews)
By AgencyBloc
**Average Rating:** 4.7/5
**Total Reviews:** 42
AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention.


Reviewers say compared to AgencySmart, AgencyBloc AMS+ is:
- More expensive
- Slower to reach roi
Categories in common with AgencySmart: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems), [Life & Health Insurance Agency Management](https://www.g2.com/categories/life-health-insurance-agency-management)

**Compare:** [AgencySmart vs AgencyBloc AMS+](https://www.g2.com/compare/agencybloc-ams-vs-agencysmart)
**Compare AgencyBloc AMS+ with other alternatives:**
- [AgencyBloc AMS+ vs NextAgency](https://www.g2.com/compare/agencybloc-ams-vs-nextagency)
- [AgencyBloc AMS+ vs Applied Epic](https://www.g2.com/compare/agencybloc-ams-vs-applied-epic)
- [AgencyBloc AMS+ vs AMS360](https://www.g2.com/compare/ams360-vs-agencybloc-ams)
- [AgencyBloc AMS+ vs QQCatalyst](https://www.g2.com/compare/agencybloc-ams-vs-qqcatalyst)
- [AgencyBloc AMS+ vs EZLynx](https://www.g2.com/compare/agencybloc-ams-vs-ezlynx-ezlynx)
- [AgencyBloc AMS+ vs Jenesis](https://www.g2.com/compare/agencybloc-ams-vs-jenesis)
- [AgencyBloc AMS+ vs iLife Technologies](https://www.g2.com/compare/agencybloc-ams-vs-ilife-technologies)
- [AgencyBloc AMS+ vs HawkSoft](https://www.g2.com/compare/agencybloc-ams-vs-hawksoft)
- [AgencyBloc AMS+ vs BenefitPoint](https://www.g2.com/compare/agencybloc-ams-vs-benefitpoint)

  ### 3. [Applied Epic](https://www.g2.com/products/applied-epic/reviews)
By Applied Systems
**Average Rating:** 4.4/5
**Total Reviews:** 1,571
Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.


Reviewers say compared to AgencySmart, Applied Epic is:
- Slower to reach roi
- More expensive
Categories in common with AgencySmart: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems)

**Compare:** [AgencySmart vs Applied Epic](https://www.g2.com/compare/agencysmart-vs-applied-epic)
**Compare Applied Epic with other alternatives:**
- [Applied Epic vs NextAgency](https://www.g2.com/compare/applied-epic-vs-nextagency)
- [Applied Epic vs AgencyBloc AMS+](https://www.g2.com/compare/agencybloc-ams-vs-applied-epic)
- [Applied Epic vs AMS360](https://www.g2.com/compare/ams360-vs-applied-epic)
- [Applied Epic vs QQCatalyst](https://www.g2.com/compare/applied-epic-vs-qqcatalyst)
- [Applied Epic vs EZLynx](https://www.g2.com/compare/applied-epic-vs-ezlynx-ezlynx)
- [Applied Epic vs Jenesis](https://www.g2.com/compare/applied-epic-vs-jenesis)
- [Applied Epic vs iLife Technologies](https://www.g2.com/compare/applied-epic-vs-ilife-technologies)
- [Applied Epic vs HawkSoft](https://www.g2.com/compare/applied-epic-vs-hawksoft)
- [Applied Epic vs BenefitPoint](https://www.g2.com/compare/applied-epic-vs-benefitpoint)

  ### 4. [AMS360](https://www.g2.com/products/ams360/reviews)
By Vertafore
**Average Rating:** 4.3/5
**Total Reviews:** 950
AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects.


Reviewers say compared to AgencySmart, AMS360 is:
- Slower to reach roi
- More expensive
Categories in common with AgencySmart: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems)

**Compare:** [AgencySmart vs AMS360](https://www.g2.com/compare/ams360-vs-agencysmart)
**Compare AMS360 with other alternatives:**
- [AMS360 vs NextAgency](https://www.g2.com/compare/ams360-vs-nextagency)
- [AMS360 vs AgencyBloc AMS+](https://www.g2.com/compare/ams360-vs-agencybloc-ams)
- [AMS360 vs Applied Epic](https://www.g2.com/compare/ams360-vs-applied-epic)
- [AMS360 vs QQCatalyst](https://www.g2.com/compare/ams360-vs-qqcatalyst)
- [AMS360 vs EZLynx](https://www.g2.com/compare/ams360-vs-ezlynx-ezlynx)
- [AMS360 vs Jenesis](https://www.g2.com/compare/ams360-vs-jenesis)
- [AMS360 vs iLife Technologies](https://www.g2.com/compare/ams360-vs-ilife-technologies)
- [AMS360 vs HawkSoft](https://www.g2.com/compare/ams360-vs-hawksoft)
- [AMS360 vs BenefitPoint](https://www.g2.com/compare/ams360-vs-benefitpoint)

  ### 5. [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews)
By Vertafore
**Average Rating:** 4.4/5
**Total Reviews:** 610
QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools.


Reviewers say compared to AgencySmart, QQCatalyst is:
- Slower to reach roi
- More expensive
Categories in common with AgencySmart: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems)

**Compare:** [AgencySmart vs QQCatalyst](https://www.g2.com/compare/agencysmart-vs-qqcatalyst)
**Compare QQCatalyst with other alternatives:**
- [QQCatalyst vs NextAgency](https://www.g2.com/compare/nextagency-vs-qqcatalyst)
- [QQCatalyst vs AgencyBloc AMS+](https://www.g2.com/compare/agencybloc-ams-vs-qqcatalyst)
- [QQCatalyst vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-qqcatalyst)
- [QQCatalyst vs AMS360](https://www.g2.com/compare/ams360-vs-qqcatalyst)
- [QQCatalyst vs EZLynx](https://www.g2.com/compare/ezlynx-ezlynx-vs-qqcatalyst)
- [QQCatalyst vs Jenesis](https://www.g2.com/compare/jenesis-vs-qqcatalyst)
- [QQCatalyst vs iLife Technologies](https://www.g2.com/compare/qqcatalyst-vs-ilife-technologies)
- [QQCatalyst vs HawkSoft](https://www.g2.com/compare/hawksoft-vs-qqcatalyst)
- [QQCatalyst vs BenefitPoint](https://www.g2.com/compare/benefitpoint-vs-qqcatalyst)

  ### 6. [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews)
By EZLynx
**Average Rating:** 4.4/5
**Total Reviews:** 713
EZLynx® is the all-in-one platform independent insurance agencies trust to run smarter, faster, and more efficiently. With built-in tools for rating, policy management, automation, AI-powered insights, retention, and customer self-service, EZLynx brings everything agents need to manage the insurance lifecycle in one intuitive system. For over 20 years, agencies nationwide have relied on our innovation and support to grow their business with confidence.


Reviewers say compared to AgencySmart, EZLynx is:
- Slower to reach roi
- More expensive
Categories in common with AgencySmart: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems)

**Compare:** [AgencySmart vs EZLynx](https://www.g2.com/compare/agencysmart-vs-ezlynx-ezlynx)
**Compare EZLynx with other alternatives:**
- [EZLynx vs NextAgency](https://www.g2.com/compare/ezlynx-ezlynx-vs-nextagency)
- [EZLynx vs AgencyBloc AMS+](https://www.g2.com/compare/agencybloc-ams-vs-ezlynx-ezlynx)
- [EZLynx vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-ezlynx-ezlynx)
- [EZLynx vs AMS360](https://www.g2.com/compare/ams360-vs-ezlynx-ezlynx)
- [EZLynx vs QQCatalyst](https://www.g2.com/compare/ezlynx-ezlynx-vs-qqcatalyst)
- [EZLynx vs Jenesis](https://www.g2.com/compare/ezlynx-ezlynx-vs-jenesis)
- [EZLynx vs iLife Technologies](https://www.g2.com/compare/ezlynx-ezlynx-vs-ilife-technologies)
- [EZLynx vs HawkSoft](https://www.g2.com/compare/ezlynx-ezlynx-vs-hawksoft)
- [EZLynx vs BenefitPoint](https://www.g2.com/compare/benefitpoint-vs-ezlynx-ezlynx)

  ### 7. [Jenesis](https://www.g2.com/products/jenesis/reviews)
By Jenesis
**Average Rating:** 4.7/5
**Total Reviews:** 155
Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.


Reviewers say compared to AgencySmart, Jenesis is:
- Slower to reach roi
- More expensive
- Easier to admin
Categories in common with AgencySmart: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems)

**Compare:** [AgencySmart vs Jenesis](https://www.g2.com/compare/agencysmart-vs-jenesis)
**Compare Jenesis with other alternatives:**
- [Jenesis vs NextAgency](https://www.g2.com/compare/jenesis-vs-nextagency)
- [Jenesis vs AgencyBloc AMS+](https://www.g2.com/compare/agencybloc-ams-vs-jenesis)
- [Jenesis vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-jenesis)
- [Jenesis vs AMS360](https://www.g2.com/compare/ams360-vs-jenesis)
- [Jenesis vs QQCatalyst](https://www.g2.com/compare/jenesis-vs-qqcatalyst)
- [Jenesis vs EZLynx](https://www.g2.com/compare/ezlynx-ezlynx-vs-jenesis)
- [Jenesis vs iLife Technologies](https://www.g2.com/compare/jenesis-vs-ilife-technologies)
- [Jenesis vs HawkSoft](https://www.g2.com/compare/hawksoft-vs-jenesis)
- [Jenesis vs BenefitPoint](https://www.g2.com/compare/benefitpoint-vs-jenesis)

  ### 8. [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews)
By iLife Technologies
**Average Rating:** 4.7/5
**Total Reviews:** 78
iLife is the fastest and easiest way for life insurance businesses to build an interactive client experience online. Say goodbye to phone tag and cumbersome paperwork. Say hello to the world’s first and only hub for life insurance agents to brand a microsite, provide quotes in real time, and access CRM functionalities all in one place.


Reviewers say compared to AgencySmart, iLife Technologies is:
- Slower to reach roi
- More expensive
- Easier to set up
Categories in common with AgencySmart: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems), [Life & Health Insurance Agency Management](https://www.g2.com/categories/life-health-insurance-agency-management)

**Compare:** [AgencySmart vs iLife Technologies](https://www.g2.com/compare/agencysmart-vs-ilife-technologies)
**Compare iLife Technologies with other alternatives:**
- [iLife Technologies vs NextAgency](https://www.g2.com/compare/nextagency-vs-ilife-technologies)
- [iLife Technologies vs AgencyBloc AMS+](https://www.g2.com/compare/agencybloc-ams-vs-ilife-technologies)
- [iLife Technologies vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-ilife-technologies)
- [iLife Technologies vs AMS360](https://www.g2.com/compare/ams360-vs-ilife-technologies)
- [iLife Technologies vs QQCatalyst](https://www.g2.com/compare/qqcatalyst-vs-ilife-technologies)
- [iLife Technologies vs EZLynx](https://www.g2.com/compare/ezlynx-ezlynx-vs-ilife-technologies)
- [iLife Technologies vs Jenesis](https://www.g2.com/compare/jenesis-vs-ilife-technologies)
- [iLife Technologies vs HawkSoft](https://www.g2.com/compare/hawksoft-vs-ilife-technologies)
- [iLife Technologies vs BenefitPoint](https://www.g2.com/compare/benefitpoint-vs-ilife-technologies)

  ### 9. [HawkSoft](https://www.g2.com/products/hawksoft/reviews)
By Hawksoft
**Average Rating:** 4.8/5
**Total Reviews:** 84
HawkSoft Client Management System (CMS) is an insurance agency's smart choice to enhance office productivity, profitability, and customer service.


Reviewers say compared to AgencySmart, HawkSoft is:
- Slower to reach roi
- More expensive
Categories in common with AgencySmart: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems)

**Compare:** [AgencySmart vs HawkSoft](https://www.g2.com/compare/agencysmart-vs-hawksoft)
**Compare HawkSoft with other alternatives:**
- [HawkSoft vs NextAgency](https://www.g2.com/compare/hawksoft-vs-nextagency)
- [HawkSoft vs AgencyBloc AMS+](https://www.g2.com/compare/agencybloc-ams-vs-hawksoft)
- [HawkSoft vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-hawksoft)
- [HawkSoft vs AMS360](https://www.g2.com/compare/ams360-vs-hawksoft)
- [HawkSoft vs QQCatalyst](https://www.g2.com/compare/hawksoft-vs-qqcatalyst)
- [HawkSoft vs EZLynx](https://www.g2.com/compare/ezlynx-ezlynx-vs-hawksoft)
- [HawkSoft vs Jenesis](https://www.g2.com/compare/hawksoft-vs-jenesis)
- [HawkSoft vs iLife Technologies](https://www.g2.com/compare/hawksoft-vs-ilife-technologies)
- [HawkSoft vs BenefitPoint](https://www.g2.com/compare/benefitpoint-vs-hawksoft)

  ### 10. [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews)
By Vertafore
**Average Rating:** 4.2/5
**Total Reviews:** 115
BenefitPoint is a web-based benefits management system that helps HR professionals administer employee benefits.


Reviewers say compared to AgencySmart, BenefitPoint is:
- More expensive
- Slower to reach roi
Categories in common with AgencySmart: [Insurance Agency Management](https://www.g2.com/categories/insurance-agency-management-systems)

**Compare:** [AgencySmart vs BenefitPoint](https://www.g2.com/compare/agencysmart-vs-benefitpoint)
**Compare BenefitPoint with other alternatives:**
- [BenefitPoint vs NextAgency](https://www.g2.com/compare/benefitpoint-vs-nextagency)
- [BenefitPoint vs AgencyBloc AMS+](https://www.g2.com/compare/agencybloc-ams-vs-benefitpoint)
- [BenefitPoint vs Applied Epic](https://www.g2.com/compare/applied-epic-vs-benefitpoint)
- [BenefitPoint vs AMS360](https://www.g2.com/compare/ams360-vs-benefitpoint)
- [BenefitPoint vs QQCatalyst](https://www.g2.com/compare/benefitpoint-vs-qqcatalyst)
- [BenefitPoint vs EZLynx](https://www.g2.com/compare/benefitpoint-vs-ezlynx-ezlynx)
- [BenefitPoint vs Jenesis](https://www.g2.com/compare/benefitpoint-vs-jenesis)
- [BenefitPoint vs iLife Technologies](https://www.g2.com/compare/benefitpoint-vs-ilife-technologies)
- [BenefitPoint vs HawkSoft](https://www.g2.com/compare/benefitpoint-vs-hawksoft)


---
## AgencySmart Alternatives FAQs

### What are the best alternatives to AgencySmart?

The best alternatives to AgencySmart include [NextAgency](https://www.g2.com/products/nextagency/reviews) (4.8/5 stars, 37 reviews), [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) (4.7/5 stars, 42 reviews), [Applied Epic](https://www.g2.com/products/applied-epic/reviews) (4.4/5 stars, 1564 reviews), and [AMS360](https://www.g2.com/products/ams360/reviews) (4.3/5 stars, 937 reviews). These alternatives offer comprehensive agency management solutions with strong customer support, extensive integrations, and scalable features.



### What features do alternatives offer that AgencySmart does not?

AgencySmart lacks certain CRM-like features and integrations such as API connections with platforms like Monday.com. It also has limited pre-populated carrier plans in some markets, fewer tiering options, and less advanced multi-option quoting capabilities compared to alternatives.



### Which Life & Health Insurance Agency Management tools do reviewers recommend instead of AgencySmart?

Reviewers recommend [NextAgency](https://www.g2.com/products/nextagency/reviews) for its ease of use, outstanding customer support, and flexible customization tailored to life and health insurance agencies. [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) is praised for its user-friendly interface, efficient commission management, and strong automation features. [Applied Epic](https://www.g2.com/products/applied-epic/reviews) is favored for its centralized platform combining policy administration, accounting, and reporting, along with advanced AI capabilities and extensive integrations. [AMS360](https://www.g2.com/products/ams360/reviews) is recommended for its comprehensive data management, strong financial functionality including full general ledger accounting, and seamless carrier integrations. These tools are preferred for their ability to improve efficiency, scalability, and agency workflow management beyond what AgencySmart currently offers.



### How does AgencySmart compare to NextAgency?

According to G2, both [AgencySmart](https://www.g2.com/products/agencysmart/reviews) and [NextAgency](https://www.g2.com/products/nextagency/reviews) hold an equal average rating of 4.8 out of 5, with 39 and 37 total reviews respectively. AgencySmart leads NextAgency by 0.6 points in Meeting Requirements (9.8 vs 9.2) and by 0.5 points in Usability (9.8 vs 9.3). It also scores 0.7 points higher in Ease of Setup (9.5 vs 8.8). Both products tie in Ease of Administration at 9.5. NextAgency surpasses AgencySmart by 0.3 points in Support (9.9 vs 9.6) and trails slightly by 0.1 points in Ease of Doing Business (9.8 vs 9.9). AgencySmart offers unique features such as Accounting, Claims Management, Electronic Signature, Invoicing & Receipts, and Payment Processing, which are not available in NextAgency. User sentiment highlights AgencySmart's strengths in ease of use (3 mentions), training support (2 mentions), and navigation, while NextAgency is praised for customer support (3 mentions), policy management (2 mentions), efficiency (2 mentions), and comprehensive client management capabilities. AgencySmart users note some manual data entry challenges, whereas NextAgency users mention occasional complexity and integration issues.



### Why do users choose NextAgency over AgencySmart?

Users choose [NextAgency](https://www.g2.com/products/nextagency/reviews) over AgencySmart primarily for its superior customer support, scoring 9.9 versus AgencySmart's 9.6, and praised in 3 reviews for responsiveness and helpfulness. NextAgency's comprehensive client and policy management features, including efficient consolidation of client, policy, and commission information, are highlighted in multiple reviews. Users appreciate its intuitive design, workflow efficiency, and customization capabilities that enhance daily agency operations. Additionally, NextAgency's pricing model, including NABIP discounts and pay-as-you-go features, offers cost advantages and flexibility. The platform's ability to adapt to individual agency needs and its strong support for onboarding and data migration further drive preference. Despite some noted complexity and integration quirks, users value NextAgency's ongoing feature development and responsiveness to feedback, making it a preferred choice for agencies seeking robust CRM functionality combined with excellent support.




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