--- 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 Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users find AgencySmart to be **user-friendly and easy to navigate** , making client tracking simple and efficient. [(3 mentions)](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732970&qs=pros-and-cons#reviews) Users value the **excellent training support** provided by AgencySmart, enhancing their team's proficiency and confidence. [(2 mentions)](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1733033&qs=pros-and-cons#reviews) Users appreciate the **simple and efficient activities management** of AgencySmart, making client tracking seamless. [(1 mentions)](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732998&qs=pros-and-cons#reviews) Users find **navigation easy** with AgencySmart, enhancing their overall user experience significantly. [(1 mentions)](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732945&qs=pros-and-cons#reviews) Users value the **simple and straightforward system** for effectively tracking client information and employer contributions. [(1 mentions)](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732930&qs=pros-and-cons#reviews) Users struggle with **data entry issues** , as not all plans are pre-populated, requiring manual input frequently. [(2 mentions)](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732990&qs=pros-and-cons#reviews) Users find the **manual editing difficult** due to incomplete pre-population of plans in the system. [(1 mentions)](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732959&qs=pros-and-cons#reviews) ### Top Pros or Advantages of AgencySmart ##### 1. Ease of Use Users find AgencySmart to be **user-friendly and easy to navigate** , making client tracking simple and efficient. [ See 3 mentions ](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732970&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "AgencySmart has been really helpful to our team." What do you like about AgencySmart? It is user friendly and easy to navigate. JB Jeremiah B. Small-Business (50 or fewer emp.) 5.0/5 "Refreshingly Simple and Straight Forward" What do you like about AgencySmart? The system is pretty simple and straightforward and houses the information we need to track for our clients. I really like the ability to set employe ##### 2. Training Support Users value the **excellent training support** provided by AgencySmart, enhancing their team's proficiency and confidence. [ See 2 mentions ](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1733033&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "AgencySmart has been great for the team, great support from their team." What do you like about AgencySmart? Their support team has been great at helping my team with any issues, or just with training for them to use it. JC Jessica C. Small-Business (50 or fewer emp.) 5.0/5 "Agency Smart is very user friendly!" What do you like about AgencySmart? Easy to use. Training sessions with Anthony are quick and he answers all of my questions. ##### 3. Activities Management Users appreciate the **simple and efficient activities management** of AgencySmart, making client tracking seamless. [ See 1 mentions ](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732998&qs=pros-and-cons#reviews) See Related User Reviews JB Jeremiah B. Small-Business (50 or fewer emp.) 5.0/5 "Refreshingly Simple and Straight Forward" What do you like about AgencySmart? The system is pretty simple and straightforward and houses the information we need to track for our clients. I really like the ability to set employe ##### 4. Navigation Ease Users find **navigation easy** with AgencySmart, enhancing their overall user experience significantly. [ See 1 mentions ](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732945&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "AgencySmart has been really helpful to our team." What do you like about AgencySmart? It is user friendly and easy to navigate. ##### 5. Simple Users value the **simple and straightforward system** for effectively tracking client information and employer contributions. [ See 1 mentions ](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732930&qs=pros-and-cons#reviews) See Related User Reviews JB Jeremiah B. Small-Business (50 or fewer emp.) 5.0/5 "Refreshingly Simple and Straight Forward" What do you like about AgencySmart? The system is pretty simple and straightforward and houses the information we need to track for our clients. I really like the ability to set employe ### Top Cons or Disadvantages of AgencySmart ##### 1. Data Entry Issues Users struggle with **data entry issues** , as not all plans are pre-populated, requiring manual input frequently. [ See 2 mentions ](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732990&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "AgencySmart has been really helpful to our team." What do you dislike about AgencySmart? Not all of the plans are in the system so we have to put them in manually. JB Jeremiah B. Small-Business (50 or fewer emp.) 5.0/5 "Refreshingly Simple and Straight Forward" What do you dislike about AgencySmart? In Utah, the plans we use are not all pre-populated into the system so they have to enter them in for us or we have to manually do it ourselves. ##### 2. Manual Editing Difficulty Users find the **manual editing difficult** due to incomplete pre-population of plans in the system. [ See 1 mentions ](https://www.g2.com/products/agencysmart/reviews?filters%5Bsentiment_snippet%5D=1732959&qs=pros-and-cons#reviews) See Related User Reviews JB Jeremiah B. Small-Business (50 or fewer emp.) 5.0/5 "Refreshingly Simple and Straight Forward" What do you dislike about AgencySmart? In Utah, the plans we use are not all pre-populated into the system so they have to enter them in for us or we have to manually do it ourselves. ## Top-Rated Alternatives [ ![NextAgency](https://images.g2crowd.com/uploads/product/hd_favicon/ee298f1a3a01623f2cbba5e76e249c90/nextagency.svg "NextAgency") NextAgency 4.8/5(37) ](https://www.g2.com/products/nextagency/reviews) [ ![AgencyBloc AMS+](https://images.g2crowd.com/uploads/product/hd_favicon/3b475c1ddd44d0f84a18280fcce0c6a4/agencybloc-ams.svg "AgencyBloc AMS+") AgencyBloc AMS+ 4.7/5(42) ](https://www.g2.com/products/agencybloc-ams/reviews) [ ![Applied Epic](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "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) JB Jeremiah B. Producer Small-Business (50 or fewer emp.) 9/18/2024 "Refreshingly Simple and Straight Forward" 5/5 What do you like best about AgencySmart? The system is pretty simple and straightforward and houses the information we need to track for our clients. I really like the ability to set employer contributions. This has been a much better system for us to track all of our clients and insurance companies. Review collected by and hosted on G2.com. What do you dislike about AgencySmart? In Utah, the plans we use are not all pre-populated into the system so they have to enter them in for us or we have to manually do it ourselves. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? Agency management system for our Health. benefits book of business. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JC Jessica C. Marketing Small-Business (50 or fewer emp.) 9/18/2024 "Agency Smart is very user friendly!" 5/5 What do you like best about AgencySmart? Easy to use. Training sessions with Anthony are quick and he answers all of my questions. Review collected by and hosted on G2.com. What do you dislike about AgencySmart? So far, I have not had any bad experiences while using it. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? AgencySmart helps to align group information, one place to see everything. 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") UI Verified User in Insurance Small-Business (50 or fewer emp.) 9/19/2024 "AgencySmart has been great for the team, great support from their team." 5/5 What do you like best about AgencySmart? Their support team has been great at helping my team with any issues, or just with training for them to use it. Review collected by and hosted on G2.com. What do you dislike about AgencySmart? I have not had any issues with it. My team has nothing but good things to say about it. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? It allows the team to input and access all of our clients information on one site. 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") AI Verified User in Insurance Small-Business (50 or fewer emp.) 9/19/2024 "AgencySmart has been really helpful to our team." 5/5 What do you like best about AgencySmart? It is user friendly and easy to navigate. Review collected by and hosted on G2.com. What do you dislike about AgencySmart? Not all of the plans are in the system so we have to put them in manually. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? It helps our office to streamline all of our clients information. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic NO Nancy O. Small-Business (50 or fewer emp.) 12/5/2023 "Great Technology and easy to use" 5/5 What do you like best about AgencySmart? Agencysmart is a great platform for Producers. The system is user friendly and provides all the necessary information in one screen without having to navigate. The best tool is the onboarding, makes new business implemenation easy and quick. The staff are very knowledgeable and helpful which is ideal in a changing environment, Review collected by and hosted on G2.com. What do you dislike about AgencySmart? Table rates based on each county would be helpful. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? I've had issues with quoting but the staff is always helpful and provides quick solutions. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic CR Chris R. Small-Business (50 or fewer emp.) 3/16/2023 "Excellent" 4/5 What do you like best about AgencySmart? They system that Agency Smart has created is hitting on all cylinders for my needs. Having gone through my first set of 1095's that I completed for some clients, it was seemless and extremely easy for this reporting. Having the ability to go from quote to quote, with their editable forms - The team their definitely has the broker in mind. Review collected by and hosted on G2.com. What do you dislike about AgencySmart? Wish they would provide more tiering options with their management system. Provide for a 5 tier rating structure. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? 5 tier rating structure Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JM John M. Small-Business (50 or fewer emp.) 3/22/2023 "Makes everything easy" 5/5 What do you like best about AgencySmart? Quoting is very easy. It is convenient to find plans, check rates and find Benefit summaries Review collected by and hosted on G2.com. What do you dislike about AgencySmart? When a group wants to see a plan for 1 ee, and the group offers multiple plans, you have to waive other ee's to quote the one employee Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? The carriers' plans are right at our finger tips, with the plan description easily available Review collected by and hosted on G2.com. Show More 9/23/2024 Current UserValidated ReviewerSource: Organic ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 3/28/2023 "Very Pleased with Agency Smart" 4.5/5 What do you like best about AgencySmart? I just started working in Agency Smart and find the system very friendly. I have used other systems in the past, and the Agency Smart program has a nice format. I have found the quoting process easy to follow, and access to the SBCs is excellent. Would defiantly recommend it to others. Review collected by and hosted on G2.com. What do you dislike about AgencySmart? At this time, I have no dislikes about Agency Smart. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? It is very helpful to keep an accurate account of all our clients and their employees. Agnecy Smart makes our renewal process run must faster. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![carlton e.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "carlton e.") CE carlton e. Producer Small-Business (50 or fewer emp.) 3/15/2021 "AgencySmart Review" 5/5 What do you like best about AgencySmart? being able to send my clients to fill out application themselves Review collected by and hosted on G2.com. What do you dislike about AgencySmart? adding/ deleting chosen products to do a new illustration Review collected by and hosted on G2.com. Recommendations to others considering AgencySmart: Upload your census using an excel spreadsheet, its much easier Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? Easy to import excel spreadsheet of employee census. Not having to use paper apps. Review collected by and hosted on G2.com. Show More 3/15/2023 Current UserValidated ReviewerSource: Organic ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 4/19/2023 "The program is user friendly, but do have issues with Reports." 4.5/5 What do you like best about AgencySmart? The program is web-based. My trainer is very well knowledged on this system. Review collected by and hosted on G2.com. What do you dislike about AgencySmart? I do not like when adding a new split, the most current split is not pulled down, it is the effective date split. Review collected by and hosted on G2.com. What problems is AgencySmart solving and how is that benefiting you? We are able to manage the commissions needed on a monthly bases. Review collected by and hosted on G2.com. 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