Agency Advantage Reviews

We previously had AMS, we outgrew the system and to replace it would have cost over $50,000. Too much for my agency to afford. AA does a great job, the customer service is wonderful, always fast to respond and assist with errors.

I do not have any complaints about this softward

In 2003 we were looking for an agency management system that did more than provide access to Acord forms, have a client note section and was not a small fortune. We met [SENSITIVE CONTENT] at an agent trade show and he introduced us to Agency Advantage. What [SENSITIVE CONTENT] showed me was a “true” agency management program that included complete client profiles, policy information, accounting, marketing and commission reconciliation without an upfront cost of $5,000 or $10,000! Over the years Agency Advantage has adapted and grown with industry changes making our agency’s life “easy” to maintain complete and accurate account files. With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better!

I cannot think of a thing I don't like about the program.

like how you can text and email from software

just the lagging of the system and when the internet going slow

I REALLY LIKE THAT YOU ARE ABLE TO USE THEIR GENERIC CHANGE REQUEST FORM TO DO ENDORSEMENTS. NO OTHER COMPANIES OUT THERE HAVE THIS VERY IMPORTANT FEATURe

I LIKE EVERYTHING..THERE IS NOTHING I DON'T LIKe

I really like that there are several options to find customers, not just by name. The payment system is very easy, but most importantly, the Reports. There are so many different options to run reports.

Some features run a little slow, but it's in our favor since we can print anything directly to the management system. Also, some things get "removed" when we run the downloads.

Easy to roll out and train users on. All of the information in one place and in real time.

I did not like when we housed the software on site, but that has changed over the last year in going remote

I like the way it helps us keep up with renewals and notes on each customer. The payment receipts is also very nice.

I had trouble exporting my receipts to Quick books but it was resolved. There are features I don’t utilize and need to learn.

I can't say enough good things about this software. As a business owner it puts my mind at ease with the control it gives me and the ease my employees can efficiently do their job.

Nothing is hard to use with this software. You should give it a go you won't regret it.

Texting a client in the system is easy and convenient; however, there are many times I have to send two texts for the same message because I run out of space. Regardless, it's a nice feature of the program.

You can't cut and paste from one feature to another. For example, if I need to text info that was previously in an email, I cannot copy or cut and paste into the text box. The information has to be re-keyed which is duplication.

Very easy & user friendly.
Excellent customer support

Can't think of anything I don't like.
Everything is always working and almost never
have any system shut down.

Agency Advantage is easy to use for us and our agency.

Agency Advantage is a little outdated and old school

Font sizing increased and color changed made it so much easier to read and see.

Nothing as of yet- everything has been quick and awesome.

Reliable and easy to use. Great for reconciling commissions.

No complaints. Have used this system for 20 years.

I love everything about agency advantage. Its easy to use and so easy to learn!

I have no cons! I love agency advantage.

The claims tab makes my life so much easier. Since our company is located in Tornado Alley, we get tons of claims. Without this feature, my customer service would be very low tier as I would have to search through tons of notes.

Occasssionally my program slows down drastically making it difficult to upload attachments and bigger documents.

Makes life so much easier keeping everything together and organized!

I feel like with every update, it gets better and better and user friendly!

The ease of using the software. Technical support is amazing also.

Can't think of any cons. It is truly a great system.

All the feature they provide to work smoothly and efficiently.

no complaints, I am very pleased with company.

Responsive and friendly staff.

Geared for more personal lines than commercial.

We can call the IT team and always have a response the same day or next day.

I would like the speed to be a bit faster

Fast and easy to use product that I will continue using everyday!

Rarely, AA will work super slow but that is the only con from me.