--- title: The Agency Advantage Reviews meta\_title: 'The Agency Advantage Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 21 reviews by the users' company size, role or industry to find out how The Agency Advantage works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 21 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- # The Agency Advantage Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by The Agency Advantage but has limited features. Are you part of the The Agency Advantage team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Agency management software with all of the features and tools agents want and expect. * * * Seller [Jenesis](https://www.g2.com/sellers/jenesis) Discussions [The Agency Advantage Community](https://www.g2.com/products/the-agency-advantage/discuss) Overview by Jenna Kleiber Show More ## Value at a Glance Averages based on real user reviews. ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/the-agency-advantage/pricing) ## Top-Rated Alternatives [ ![Applied Epic](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Applied Epic") Applied Epic 4.4/5(1,800) ](https://www.g2.com/products/applied-epic/reviews) [ ![EZLynx](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "EZLynx") EZLynx 4.4/5(722) ](https://www.g2.com/products/ezlynx-ezlynx/reviews) [ ![QQCatalyst](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "QQCatalyst") QQCatalyst 4.4/5(671) ](https://www.g2.com/products/qqcatalyst/reviews) [ View All Alternatives ](https://www.g2.com/products/the-agency-advantage/competitors/alternatives) ## User Insights Average based on 21 real user reviews. Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) CM CHRISTINA M. Administrator Small-Business (50 or fewer emp.) 12/3/2021 "AA Consistent" 5/5 What do you like best about The Agency Advantage? automatic transfer of policy information to the forms detailed information can be provided per policy regarding coverages accounting ability to view various kinds of reports Review collected by and hosted on G2.com. What do you dislike about The Agency Advantage? modifying placement of numbers where they appear in the NAIC# of accord form 125 unability to de-select the Save Attachments when select Email from the Form Options Review collected by and hosted on G2.com. What problems is The Agency Advantage solving and how is that benefiting you? not solving but thankful to have the software to help us provide more information to our clients about their policy(ies) without us having to go to the carrier site Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JZ judy z. general manager Small-Business (50 or fewer emp.) 2/1/2022 "review" 5/5 What do you like best about The Agency Advantage? ease of doing business and customer service. simple to use Review collected by and hosted on G2.com. What do you dislike about The Agency Advantage? when creating a name you can't use an apostrophe. Review collected by and hosted on G2.com. What problems is The Agency Advantage solving and how is that benefiting you? no problems have used other systems and this is the best one we have ever used. Review collected by and hosted on G2.com. Show More 8/1/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Mid-Market (51-1000 emp.) 3/25/2022 "Always working with AA!" 5/5 What do you like best about The Agency Advantage? AA is a fast, easy, and helpful product for daily use. Definitely recommend it! Review collected by and hosted on G2.com. What do you dislike about The Agency Advantage? Sometimes, AA will work slowly but I can only imagine it's only because I use it so much. Review collected by and hosted on G2.com. What problems is The Agency Advantage solving and how is that benefiting you? AA helps us keep an organized system of policyholders. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Camila A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Camila A.") CA Camila A. Customer Service Small-Business (50 or fewer emp.) 11/22/2021 "WINAA REVIEW" 5/5 What do you like best about The Agency Advantage? It is easy to use and easy to manage. The software is up to date and generates the clients information all in one which makes it easier to use and provide information. Review collected by and hosted on G2.com. What do you dislike about The Agency Advantage? It can freeze up at times and can delay the process more because it can delay up to 5 minutes. It can be old school sometimes a new updated version would be interesting. Review collected by and hosted on G2.com. What problems is The Agency Advantage solving and how is that benefiting you? It can be easy to use when forming documents for clients and individuals in general. The software is easy to understand how to manage and learn how to use if you are not familiar with it. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic RG Reagan G. COO Small-Business (50 or fewer emp.) 1/7/2022 "One of the most important tools for our agencies" 5/5 What do you like best about The Agency Advantage? AA keeps all of our information in a single place for ease of reporting and verification. It requires little training for effective use by the staff Review collected by and hosted on G2.com. What do you dislike about The Agency Advantage? We are delighted with the program, and our concerns were answered when we changed to the outside hosting from in-house. Review collected by and hosted on G2.com. Recommendations to others considering The Agency Advantage: This is the best product that we have found for the needs of an agency. Review collected by and hosted on G2.com. What problems is The Agency Advantage solving and how is that benefiting you? We are able to track all activities within our agencies for ease of reporting and verification Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Kiesha G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kiesha G.") KG Kiesha G. insurance agents Mid-Market (51-1000 emp.) 3/17/2022 "Great company" 5/5 What do you like best about The Agency Advantage? texting and email you can send to the insureds Review collected by and hosted on G2.com. What do you dislike about The Agency Advantage? the lagging of the system when the internet not working properly Review collected by and hosted on G2.com. What problems is The Agency Advantage solving and how is that benefiting you? I have realized the bigger letters when typing were smaller now I can see the font on the computer better Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Rebecca W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rebecca W.") RW Rebecca W. Customer service Small-Business (50 or fewer emp.) 11/24/2021 "Extremely helpful!" 5/5 What do you like best about The Agency Advantage? Great customer service! If there is an issue its a simple call and you are immediately helped and walked through the problem and how to resolve and prevent it from happening again Review collected by and hosted on G2.com. What do you dislike about The Agency Advantage? The program can freeze when uploading multiple files and can crash when they all come in at once Review collected by and hosted on G2.com. Recommendations to others considering The Agency Advantage: Looking into the freezing and lagging isssue. Review collected by and hosted on G2.com. What problems is The Agency Advantage solving and how is that benefiting you? With AA we are solving the problems with scanning documets thruogh a printer being able to print to WINAA really eliminates wasted time you could be spending on other things! Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic VR Virginia R. President Small-Business (50 or fewer emp.) 10/17/2021 "Agency Advantage is Great!" 5/5 What do you like best about The Agency Advantage? Ease of use, cost, comprehensive account information management. Review collected by and hosted on G2.com. What do you dislike about The Agency Advantage? I cannot think of anything I don't like about it. Review collected by and hosted on G2.com. Recommendations to others considering The Agency Advantage: The program allows you to document and maintain client files completely and thoroughly. Review collected by and hosted on G2.com. What problems is The Agency Advantage solving and how is that benefiting you? Complete client records, including forms, documents, notes and commissions. This keeps us from having E&O claims by documenting accounts properly. 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.) 11/30/2021 "AA rocks!" 4/5 What do you like best about The Agency Advantage? Agency Advantage is easy to use for our agency and us. Review collected by and hosted on G2.com. What do you dislike about The Agency Advantage? Agency Advantage is a little outdated for our agency and us. Review collected by and hosted on G2.com. Recommendations to others considering The Agency Advantage: AA is easy to use and does the job of organizing our info. Review collected by and hosted on G2.com. What problems is The Agency Advantage solving and how is that benefiting you? Agency Advantage keeps everything organized for our agency. 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.) 10/2/2021 "User Friendly" 5/5 What do you like best about The Agency Advantage? The ability to attach documents and photos is a great tool and easy to use. I also like the ability to text and email clients right in the system. Review collected by and hosted on G2.com. What do you dislike about The Agency Advantage? I wish we had the capability to cut and paste from one feature to another. For example, when texting info to a client that was previously sent in an email, we cannot cut and paste - the information has to be re-keyed. Review collected by and hosted on G2.com. What problems is The Agency Advantage solving and how is that benefiting you? Attaching documents helps keep important information at our fingertips. The Notes section allows us to easily document phone conversations, or recap an in-person visit. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about The Agency Advantage? 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 The Agency Advantage ](https://www.g2.com/products/the-agency-advantage/discussions/new) GU Guest User What is The Agency Advantage used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-the-agency-advantage-used-for) [ View all Discussions ](https://www.g2.com/products/the-agency-advantage/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/the-agency-advantage/pricing) The Agency Advantage Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_91c1b379a1024b27fd27990c9946f39b/jenesis.png "Product Avatar Image") Jenesis 4.7/5(155) [ Compare Now ](https://www.g2.com/compare/jenesis-vs-the-agency-advantage) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3fc27e3ccc2460aaad21d1245e20d583/hawksoft.png "Product Avatar Image") HawkSoft 4.8/5(84) [ Compare Now ](https://www.g2.com/compare/hawksoft-vs-the-agency-advantage) ![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/applied-epic-vs-the-agency-advantage) ##### ##### The Agency Advantage Features Administration Accounting Contact Management Reporting & Statistics Insurance Documentation Insurance Policy Management Invoicing & Receipts [ View More Features ](https://www.g2.com/products/the-agency-advantage/features) ##### Categories on G2 [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) ##### Explore More [What desktop search software enables instant file retrieval without requiring users to remember exact file names or folder paths?](https://www.g2.com/discussions/what-desktop-search-software-enables-instant-file-retrieval-without-requiring-users-to-remember-exact-file-names-or-folder-paths)[Which are the most trusted feature management platforms by engineering directors shipping at scale at SaaS companies based on user reviews?](https://www.g2.com/discussions/which-are-the-most-trusted-feature-management-platforms-by-engineering-directors-shipping-at-scale-at-saas-companies-based-on-user-reviews)[Business process management software reviews](https://www.g2.com/discussions/business-process-management-software-reviews-experts-needed) [What AEM tools offer transparent per-device licensing so IT teams can scale their endpoint coverage without running into unexpected cost overruns?](https://www.g2.com/discussions/what-aem-tools-offer-transparent-per-device-licensing-so-it-teams-can-scale-their-endpoint-coverage-without-running-into-unexpected-cost-overruns)[Cloud infrastructure monitoring software with best reviews](https://www.g2.com/discussions/cloud-infrastructure-monitoring-software-with-the-best-reviews)[Which punch list platforms offer offline functionality and automatic cloud sync?](https://www.g2.com/discussions/which-punch-list-platforms-offer-offline-functionality-and-automatic-cloud-sync) [Show MoreShow Less](javascript:void(0);)