--- title: AgencySmart Reviews meta\_title: 'AgencySmart Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 39 reviews by the users' company size, role or industry to find out how AgencySmart works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 39 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- # AgencySmart Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by AgencySmart but has limited features. Are you part of the AgencySmart team? [Upgrade your plan](https://my.g2.com/agencysmart/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable. CONTACT OR SCHEDULE A DEMONSTRATION HERE --\> https://agencysmart.com/schedule-a-demonstration/ * * * Seller [AgencySmart](https://www.g2.com/sellers/agencysmart) Discussions [AgencySmart Community](https://www.g2.com/products/agencysmart/discuss) Solution Type All-in-One Overview by Dan Ritter (Managing Partner at AgencySmart, LLC) Show More ## Pricing Pricing provided by AgencySmart. ### Basic Quoting $49.00 ### CRM with Commissions $75.00 [ View More Pricing Information ](https://www.g2.com/products/agencysmart/pricing) ## Top-Rated Alternatives [ ![NextAgency](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "NextAgency") NextAgency 4.8/5(37) ](https://www.g2.com/products/nextagency/reviews) [ ![AgencyBloc AMS+](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "AgencyBloc AMS+") AgencyBloc AMS+ 4.7/5(42) ](https://www.g2.com/products/agencybloc-ams/reviews) [ ![Applied Epic](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Applied Epic") Applied Epic 4.4/5(1,800) ](https://www.g2.com/products/applied-epic/reviews) [ View All Alternatives ](https://www.g2.com/products/agencysmart/competitors/alternatives) ## User Insights Average based on 39 real user reviews. Implementation Time 1 month Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) [Log in to unlock pricing and user insights](/login) ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Small-Business (50 or fewer emp.) 8/11/2020 "Absolutely the best overall software on the market" 5/5 What do you like best about AgencySmart? A. It ease of use for both agents and their support staff. Very important. B. Commission tracking is simple and flexible. C. Consistent improvements and updates as the market changes Review collected by and hosted on G2.com. What do you dislike about AgencySmart? It would be nice if there was additional customization possible. Review collected by and hosted on G2.com. Recommendations to others considering AgencySmart: No need to look any further, I have worked in the benefits business for over 30 years and this by far equal or better than any other product on the market. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? The fundamental objective of the software is to track renewal, assist in the management of enrollment and deletion of eligible staff and last but not least the tracking of commissions. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") EI Verified User in Insurance Small-Business (50 or fewer emp.) 9/3/2020 "Terrific and easy to use multi-functional technology system" 5/5 What do you like best about AgencySmart? Enter information one time in any component of the platform and this information automatically synchronizes with all components Review collected by and hosted on G2.com. What do you dislike about AgencySmart? Storage of sent e-mails to clients within the client files. Today, those e-mails are only stored under the user who sent the e-mail. All people should be able to see those e-mails when viewing the client Review collected by and hosted on G2.com. Recommendations to others considering AgencySmart: Simple and easy to use system that will save your agency time Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? Tracking renewals, service issues, commissions and being able to evaluate the time spent on each client along with the revenue generated Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Dino F. S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dino F. S.") DS Dino F. S. Principal, Senior Client Executive Small-Business (50 or fewer emp.) 7/28/2020 "I wouldn't be able to run my business without AgencySmart." 5/5 What do you like best about AgencySmart? It is truly an all in one platform! I can track everything from commissions to renewals in a couple of clicks. The quoting engine is second to none and the team at AS are always thinking of new features to make our lives easier. Review collected by and hosted on G2.com. What do you dislike about AgencySmart? To be honest, it's hard to dislike anything about it. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? AgencySmart has allowed us to easily transition to a work from home environment. There was no need for us to buy additional hardware or to set up work stations at home. All we need is an internet connection and we're in business. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 7/27/2020 "A learning curve to use the program and getting assistance is not as easy as it should be." 2.5/5 What do you like best about AgencySmart? It downloads information from insurance companies so I do not have to reinvent the library. Review collected by and hosted on G2.com. What do you dislike about AgencySmart? Not sure how to answer this question other than a large learning curve and other than groups individual business and insurance coverage needs to be as easy as group. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? Because I did not get the assistance I was promised I am not utilizing it as best I should. I am also considering a separate program for Life, Disability, and annuity business Review collected by and hosted on G2.com. Show More Response from Dan Ritter of AgencySmart [Editedit](https://www.g2.com/survey_responses/agencysmart-review-4318461/official_response/edit) Thank you for your feedback! We're both sorry and concerned to hear that you don't feel you received the proper assistance that you were promised. AgencySmart's ease of use and client trainings are what has separated us from the competition for the last 20 years and we'd like to continue being a client-first company. AgencySmart has demonstration & training signup forms available on the AgencySmart website at all times (https://agencysmart.com/schedule-a-demonstration/), completely free of charge. Additionally, AgencySmart has reminders set in place to proactively reach out to any users that we feel aren't utilizing our solutions as much as they should to ensure that they're getting the full value of our software. I'd be to glad to personally answer any other questions you may have regarding AgencySmart, just send me an email! dritter@agencysmart.com Current UserValidated ReviewerSource: Organic ![Marc K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marc K.") MK Marc K. Chief Human Small-Business (50 or fewer emp.) 7/27/2020 "Best Agency Manager out in the NorthEast" 5/5 What do you like best about AgencySmart? Full Agency Manager that integrates all my workflow. Review collected by and hosted on G2.com. What do you dislike about AgencySmart? Really nothing. I've worked with other more well known products and they don't compare. Review collected by and hosted on G2.com. Recommendations to others considering AgencySmart: No Brainer Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? Service, Quoting, Relationship Management, Enrollment front to back. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") CI Verified User in Insurance Enterprise (\> 1000 emp.) 8/20/2020 "Service and technical support" 5/5 What do you like best about AgencySmart? I have used Agency smart for 15 years . I have found the support and training superior to other software. They have even customize my database to best suit my agency needs. I highly endorse this product Review collected by and hosted on G2.com. What do you dislike about AgencySmart? I am waiting for them to expand 401k area like they have built the employee benefit features Review collected by and hosted on G2.com. Recommendations to others considering AgencySmart: Demo the site and help them understand your business and they will customize Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? We have a one stop solution to keeping client information secure and providing same day data to our clients on underwriting and services issues Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic TB Thomas B. Small-Business (50 or fewer emp.) 7/28/2020 "Agency Smart allows us to maximize our time. One place to manage our clients" 5/5 What do you like best about AgencySmart? Quoting tool and custom reports for census information. Review collected by and hosted on G2.com. What do you dislike about AgencySmart? No CRM for daily sales activities and being able to run deduction report for only 1 or 2 employees Review collected by and hosted on G2.com. Recommendations to others considering AgencySmart: Use it to help manage your clients and help set them up with easy to use technology to stream line enrollments and quoting. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? Maximize time and quoting and helps keep company census info available at all times Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Small-Business (50 or fewer emp.) 8/11/2020 "Great system" 5/5 What do you like best about AgencySmart? The ease of access, online 24/7, file system, quoting engine, all of the above Review collected by and hosted on G2.com. What do you dislike about AgencySmart? I'd like to attach emails dorectly into AS, maybe that is available and I am not aware Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? I like that we can keep history on our client accounts and have easy access to the information from anywhere. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Small-Business (50 or fewer emp.) 8/17/2020 "The best all around agency management system in the business" 5/5 What do you like best about AgencySmart? One seamless system, from quoting, to enrollment to renewal. Review collected by and hosted on G2.com. What do you dislike about AgencySmart? They don't have several carriers that we would like to have. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? Having the ability for the same system to work for everyone in our office. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about AgencySmart? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about AgencySmart ](https://www.g2.com/products/agencysmart/discussions/new) GU Guest User • Last activity almost 3 years ago What is AgencySmart used for? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-agencysmart-used-for) [ View all Discussions ](https://www.g2.com/products/agencysmart/discuss) ## Pricing Options Pricing provided by AgencySmart. ### Basic Quoting $49.00 ### CRM with Commissions $75.00 ### Full Access $99.00 [ View More Pricing Information ](https://www.g2.com/products/agencysmart/pricing) AgencySmart Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c05f447effdaef5199c74dbf45920e07/agencybloc-ams.png "Product Avatar Image") AgencyBloc AMS+ 4.7/5(42) [ Compare Now ](https://www.g2.com/compare/agencybloc-ams-vs-agencysmart) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3295a2959ce7864ba9edf0857761c941/nextagency.png "Product Avatar Image") NextAgency 4.8/5(37) [ Compare Now ](https://www.g2.com/compare/agencysmart-vs-nextagency) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Product Avatar Image") Applied Epic 4.4/5(1,800) [ Compare Now ](https://www.g2.com/compare/agencysmart-vs-applied-epic) ##### ##### AgencySmart Features Platform Administration Task Management Email Integration Sales Tools Platform Basics Reporting Platform Documentation Electronic Signature Policy Management Claims Management [ View More Features ](https://www.g2.com/products/agencysmart/features) ##### Categories on G2 [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)[Life & Health Insurance Agency Management](https://www.g2.com/categories/life-health-insurance-agency-management)[Life Insurance Policy Administration Systems](https://www.g2.com/categories/life-insurance-policy-administration-systems) [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)[Life & Health Insurance Agency Management](https://www.g2.com/categories/life-health-insurance-agency-management)[Life Insurance Policy Administration Systems](https://www.g2.com/categories/life-insurance-policy-administration-systems)[Health Insurance Software](https://www.g2.com/categories/health-insurance-software) [Show MoreShow Less](javascript:void(0);) ##### Explore More [How accurately does the platform track SaaS licenses, including per-user, per-feature, or tiered licensing models?](https://www.g2.com/discussions/how-accurately-does-the-platform-track-saas-licenses-including-per-user-per-feature-or-tiered-licensing-models)[Which screen and video capture software offers the highest resolution?](https://www.g2.com/discussions/which-screen-and-video-capture-software-offers-the-highest-resolution)[What's the most recommended AP automation platform](https://www.g2.com/discussions/what-s-the-most-recommended-ap-automation-platform) [What are the most trusted financial audit platforms by internal audit directors and compliance teams based on user reviews?](https://www.g2.com/discussions/what-are-the-most-trusted-financial-audit-platforms-by-internal-audit-directors-and-compliance-teams-based-on-user-reviews)[What are the best AWS marketplace tools for cloud cost optimization?](https://www.g2.com/discussions/what-are-the-best-aws-marketplace-tools-for-cloud-cost-optimization)[Pros and Cons Details](https://www.g2.com/products/agencysmart/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)