[ AgencyS... Reviews ](https://www.g2.com/products/agencysmart/reviews) [ AgencyS... Reviews ](https://www.g2.com/products/agencysmart/reviews) # AgencySmart Pricing Overview [Editedit](https://my.g2.com/agencysmart/pricings) Free Trial ## 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**. Compare the AgencySmart pricing table below to figure out the best fit for your needs. Some plans may require you to contact **AgencySmart** for **custom pricing**. * * * ACA Reporting - Federal Forms — $3 / 1 Per Form ACA Reporting - Mailing Services — $3 / 1 Per Form ACA Reporting - State & Federal Forms — $4.50 / 1 Per Form Basic Quoting — $49 CRM with Commissions — $75 Full Access — $99 MyBenefitLink Pro — $350 MyBenefitLink LITE Starter — $15 / Per Client, Per Month MyBenefitLink LITE Pro — $350 / Flat Fee Per Month MyBenefitLink Starter — $1 / Per Employee, Per Month Rated 4.8 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Basic Quoting $49.00 30-Day Free Trial Available ($44 for NAHU Members) - Unlimited Quotes - Renewal Notification Dashboard - Carrier Plan Designs & SBCs - Census Import & Export - HRA Funding Analysis - GA Agency Tracking - Track Books of Business by Producer Show More CRM with Commissions $75.00 30-Day Free Trial Available ($65 for NAHU Members) - Renewal Notification Dashboard - Carrier Plan Designs & SBCs - Census Import & Export - Full Commission Accounting - Comprehensive Reporting - Custom Plan Selection & Enrollment Forms - Compensation Statements - Mass Email & Communications Portal - GA Agency Tracking - Track Books of Business by Producer - Track Producer’s License, E&O, CE & NPN Show More Full Access $99.00 30-Day Free Trial Available ($84 for NAHU Members) - Unlimited Quotes - Renewal Notification Dashboard - Carrier Plan Designs & SBCs - Census Import & Export - HRA Funding Analysis - Full Commission Accounting - Comprehensive Reporting - Custom Plan Selection & Enrollment Forms - Compensation Statements - Mass Email & Communications Portal - GA Agency Tracking - Track Books of Business by Producer - Track Producer’s License, E&O, CE & NPN Show More Enterprise & GA Inquire Call For A Quote 30-Day Free Trial Available - Unlimited Quotes - Renewal Notification Dashboard - Carrier Plan Designs & SBCs - Census Import & Export - HRA Funding Analysis - Full Commission Accounting - Comprehensive Reporting - Custom Plan Selection & Enrollment Forms - Compensation Statements - Mass Email & Communications Portal - GA Agency Tracking - Track Books of Business by Producer - Track Producer’s License, E&O, CE & NPN Show More MyBenefitLink LITE Starter $15 Per Client, Per Month 1-25 Clients - ONLINE ENROLLMENT - 24 x 7 Employee Access to View Benefits - Access by Employee Class - Carrier Specific and Custom Enrollment Spreadsheet - Links to Carrier Provider Directories - Unlimited Document Storage - Broker and Employer Message Boards Show More MyBenefitLink LITE Pro $350 Flat Fee Per Month 26-100 Clients - ONLINE ENROLLMENT - 24 x 7 Employee Access to View Benefits - Access by Employee Class - Carrier Specific and Custom Enrollment Spreadsheet - Links to Carrier Provider Directories - Unlimited Document Storage - Broker and Employer Message Boards Show More MyBenefitLink LITE Enterprise Call Call For a Quote 100+ Clients - ONLINE ENROLLMENT - 24 x 7 Employee Access to View Benefits - Access by Employee Class - Carrier Specific and Custom Enrollment Spreadsheet - Links to Carrier Provider Directories - Unlimited Document Storage - Broker and Employer Message Boards Show More MyBenefitLink Starter $1 Per Employee, Per Month 1-350 Employees - ONLINE ENROLLMENT - 24 x 7 Employee Access to View Benefits - Individual Access - Carrier Specific and Custom Enrollment Spreadsheet - Links to Carrier Provider Directories - Unlimited Document Storage - Broker and Employer Message Boards - Open-Enrollment & New Hires, Qualifying Events, Changes and Terminations - Enrollment Tracking Dashboard - Enrollment Alerts and Reminders - Auto-Fill Forms With Signature - Create Polls to Measure Engagement - Comprehensive Reporting & Analytics - Broker Product Cross-Sell Web Page - - ONBOARDING FEATURES - - New Hire Documents I-9, W-4, Direct Deposit - Create and Send Offer Letters - Employee Information Dashboard - Unlimited Custom Onboard Tasks Show More MyBenefitLink Pro $350.00 351-1,000 Employees ($325 for NAHU Members) - ONLINE ENROLLMENT - 24 x 7 Employee Access to View Benefits - Individual Access - Carrier Specific and Custom Enrollment Spreadsheet - Links to Carrier Provider Directories - Unlimited Document Storage - Broker and Employer Message Boards - Open-Enrollment & New Hires, Qualifying Events, Changes and Terminations - Enrollment Tracking Dashboard - Enrollment Alerts and Reminders - Auto-Fill Forms With Signature - Create Polls to Measure Engagement - Comprehensive Reporting & Analytics - Broker Product Cross-Sell Web Page - - ONBOARDING FEATURES - - New Hire Documents I-9, W-4, Direct Deposit - Create and Send Offer Letters - Employee Information Dashboard - Unlimited Custom Onboard Tasks Show More MyBenefitLink Enterprise Call Call For a Quote 1,000+ Employees - ONLINE ENROLLMENT - 24 x 7 Employee Access to View Benefits - Individual Access - Carrier Specific and Custom Enrollment Spreadsheet - Links to Carrier Provider Directories - Unlimited Document Storage - Broker and Employer Message Boards - Open-Enrollment & New Hires, Qualifying Events, Changes and Terminations - Enrollment Tracking Dashboard - Enrollment Alerts and Reminders - Auto-Fill Forms With Signature - Create Polls to Measure Engagement - Comprehensive Reporting & Analytics - Broker Product Cross-Sell Web Page - -ONBOARDING FEATURES- - New Hire Documents I-9, W-4, Direct Deposit - Create and Send Offer Letters - Employee Information Dashboard - Unlimited Custom Onboard Tasks Show More ACA Reporting - Federal Forms $3.00 1 Per Form - Forms are generated and filed electronically Show More ACA Reporting - State & Federal Forms $4.50 1 Per Form - Forms are generated and filed electronically Show More ACA Reporting - Mailing Services $3.00 1 Per Form - Save time and money with AgencySmart's mailing service for ACA Reports Show More Included With Every Account: - Web-based Training. Onsite Training for groups of 10 or more - Dedicated Customer Support - 99.9% uptime and 24/7 monitoring - Daily data backups - 256-bit security / 100% HIPAA compliance - Our support team is available to set up and renew MyBenefitLink websites for $500 per year/per client - Get one month free for MyBenefitLink Pro or MyBenefitLink LITE Pro package when paid annually Pricing information for AgencySmart is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase AgencySmart must be conducted with the seller. Pricing information was last updated on October 10, 2024 Show More ## AgencySmart Pricing FAQs Generated using AI 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 $350.00 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. Is AgencySmart considered good value for its pricing? placeholder ## 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) ## AgencySmart Alternatives Pricing The following is a quick overview of editions offered by other [Life & Health Insurance Agency Management Software](https://www.g2.com/categories/life-health-insurance-agency-management) | Product | Price | Features | | --- | --- | --- | | ![NextAgency](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3295a2959ce7864ba9edf0857761c941/nextagency.png)[NextAgency](https://www.g2.com/products/nextagency/reviews) NextAgency | $85.001 Seats Per Month | NextAgency saves your life and health agency time, money and clients with CRM, business analytics, marketing, and optional commission management tools. Designed specifically for agencies selling benefits, senior, and life policies. NextAgency provides a powerful, intuitive agency management system with CRM, business analytic and marketing tools. Designed for agencies selling benefits, senior and life polices. Easily customized for your agency Includes free support and training. Automated workflows and checklists. Personalized to-do lists and agendas for each member of your team. Insightful reports and dashboard. Email and drip-marketing campaigns. Auto-route emails and texts to your clients' records. Generate compensation disclosure and consent to contact forms. Manage call recordings required when marketing Medicare Advantage and Part D policies. Integrations include Ease, Employee Navigator, BerniePortal, GReminders, Intulse and Zapier. | | ![AgencyBloc AMS+](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c05f447effdaef5199c74dbf45920e07/agencybloc-ams.png)[AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) Grow Plan | Starting at $109.001 User Per Month | Health, senior, & Benefits-specific CRM Real-time Agency & Business Analytics Workflow & Task Automation Sales Management Integrated Marketing & Lead Management Standard Reporting Strategic Industry Integrations Top-Notch Customer Service & Support Text Message & Email Marketing Prescription and Provider Data Collection | | ![Jenesis](https://images.g2crowd.com/uploads/product/image/small_square/small_square_91c1b379a1024b27fd27990c9946f39b/jenesis.png)[Jenesis](https://www.g2.com/products/jenesis/reviews) JenesisNow Pro | Contact Us1 JenesisNow Pro has a base fee per physical agency location and a cost of $70 per user. Per Month | JenesisNow Basic features 2-way email and text integration Automated marketing campaigns Accounting / Commission Manager VoIP Integration Carrier Downloads Comparative Rater Invoicing Electronic Signature | Various alternatives pricing & plans Free Trial Pricing information for the above various AgencySmart alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. 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) ##### 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);)