---
description: Review of AgencySmart Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: AgencySmart | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Insurance Policy Software](/directory/3320/policy/software) > [AgencySmart](/software/201844/agencysmart)

# AgencySmart

Canonical: https://www.softwareadvice.com.au/software/201844/agencysmart

> 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.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: AgencySmart
- **Location**: Fairfield, US

## Commercial Context

- **Starting Price**: USD 49.00
- **Pricing model**: Per User (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Agency Commission
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Calendar Management
- Campaign Management
- Cancellation Tracking
- Claims Management
- Claims Tracking
- Client Management
- Client Portal
- Commission Calculations
- Commission Calculator
- Commission Management
- Commission Overrides
- Commission Rules/Conditions

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Insurance Policy Software](https://www.softwareadvice.com.au/directory/3320/policy/software)

## Related Categories

- [Insurance Policy Software](https://www.softwareadvice.com.au/directory/3320/policy/software)
- [Commission Software](https://www.softwareadvice.com.au/directory/4589/commission/software)
- [Insurance Software](https://www.softwareadvice.com.au/directory/4506/insurance/software)
- [CRM Software](https://www.softwareadvice.com.au/directory/4153/crm/software)

## Alternatives

1. [AgentCubed](https://www.softwareadvice.com.au/software/124696/agentcubed) — 4.4/5 (10 reviews)
2. [Financial Services Cloud](https://www.softwareadvice.com.au/software/331364/salesforce-fin-serv-cloud) — 4.8/5 (5 reviews)
3. [Better Agency](https://www.softwareadvice.com.au/software/183037/better-agency) — 4.0/5 (13 reviews)
4. [Surefyre](https://www.softwareadvice.com.au/software/53433/surefyre) — 4.6/5 (17 reviews)
5. [Bitrix24](https://www.softwareadvice.com.au/software/128326/bitrix24) — 4.2/5 (984 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/201844/agencysmart)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/agencysmart-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/201844/agencysmart> |
| en-GB | <https://www.softwareadvice.co.uk/software/201844/agencysmart> |
| en-IE | <https://www.softwareadvice.ie/software/201844/agencysmart> |
| en-NZ | <https://www.softwareadvice.co.nz/software/201844/agencysmart> |

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