AgencySmart Pricing Overview
AgencySmart Pricing Key Insights
Last updated on Jul 29, 2026
AgencySmart offers 13 pricing editions, starting at $1. AgencySmart pricing tiers are designed to support different usage levels and team sizes. AgencySmart also offers a free trial. Higher-tier plans are available via direct consultation with the vendor. Compare the AgencySmart pricing table below to figure out the best fit for your needs.
*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.
AgencySmart Pricing FAQs
Is AgencySmart free, or does it offer a free trial?
AgencySmart does not offer a permanent free plan, but it does provide a free trial that lets users to test the product before committing to a paid plan. Trial availability and duration may vary, so users should review the seller's official pricing page for the most current details.
How much does AgencySmart cost in 2026?
According to G2 data, AgencySmart pricing in 2026 starts at $3.00 and can reach $120.00 depending on the selected plan. Pricing may vary based on billing terms or usage, so users should review the AgencySmart's official pricing page for the most current details.
Who is AgencySmart pricing best suited for?
AgencySmart's pricing is best suited for small independent life and health insurance agencies. G2 reviewers are overwhelmingly from small businesses in the insurance industry, and they consistently praise AgencySmart for consolidating quoting, commission tracking, renewals, and client management into one system at accessible price points. The Basic Quoting tier at $49/month fits solo producers focused on proposals, while the Full Access tier at $99/month suits agencies needing end-to-end workflow management. MyBenefitLink tiers scale from 1-employee groups up to 1,000-plus, serving brokers managing online enrollment. Mid-market and enterprise agencies with larger books of business are directed toward custom Enterprise and GA pricing.
What are the key differences between the free and paid versions of AgencySmart?
AgencySmart has no permanent free tier, but all paid plans include a 30-day free trial, giving agencies full access to evaluate capabilities before committing. AgencySmart's paid plans start at $49/month for Basic Quoting, covering unlimited quotes, renewal dashboards, and carrier plan designs. The CRM with Commissions tier at $75/month adds commission accounting, compensation statements, and mass email tools but drops quoting. The Full Access tier at $99/month combines both. G2 reviewers consistently highlight the all-in-one nature of higher tiers as a key differentiator, replacing multiple disconnected systems. NAHU members receive discounted rates across tiers. Enterprise and GA pricing requires direct inquiry.
Top-Rated Alternatives
AgencySmart Alternatives Pricing
The following is a quick overview of editions offered by other Health Insurance Software
| Product | Price | Features |
|---|---|---|
 NextAgency |
$85.00Per User Per Month |
NextAgency is a powerful agency management system featuring CRM, marketing, and optional commission tracking tools. Built for agencies selling benefits, senior and life policies, NextAgency is easy to customize for the way your agency works.
NextAgency offers a host of tools enabling you to:
• organize your prospect and client information to streamline operations
• create pipelines to track sales and service to increase revenue
• automate workflows to save you time on routine tasks
• launch email and drip marketing campaigns
• create disclosure document to make compliance easier
• integrate with benefit and HR platforms to keep your records synced
• generate personalized to-do lists
• help you get what you've earned (with the optional add-on)
With a 30-day free trial and no long-term commitment required, NextAgency is a tremendous value.
|
 Grow |
$109.00Per User Per Month |
Plans are customized to the insurance agency. Starts at $109.
|
 Enterprise |
Contact UsPer Month |
Scale your business with our most advanced benefits administration and HR solution.
|
Various alternatives pricing & plans
