Agentero

The premier agency growth engine

4,8 /5 (6 reviews) Write a Review!

Agentero Overview

What is Agentero?

Agentero is a cloud-based sales and service platform, designed to help insurance agents track opportunities and manage revenue. Key features include renewal prioritization, policy recommendations, coverage optimization, sales pipeline management, file import, and predictive modeling.

The application comes with an analytics module that lets professionals inspect customer profiles and identify policies suitable for cross- or up-selling revenue opportunities. Agents can synchronize data and display policy recommendations, as well as send renewal reminders to customers before the due date. Agents can also use personal self service portals to communicate with policyholders and view and track sales progress via a dashboard.

Using Agentero’s mobile application, customers can manage policies within a centralized repository and access ID cards and relative information about policies. It also allows clients to request quotes from agents for different insurance types, as well as drive referrals for the agency. Professionals can send invitations to clients/prospects and receive and send quotes through emails, SMS, push, or in-app notifications.

Agentero Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Value for money

Contact Agentero for pricing details


Agentero Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Agentero insurance wallet
Agentero quote request
Agentero sales opportunity
Agentero video Agentero screenshot: Agentero insurance wallet Agentero screenshot: Agentero quote request Agentero screenshot: Agentero sales opportunity

Agentero Reviews

Agentero Reviews

Overall rating
4,8
/
5
Excellent
5

Very good
1

Average
0

Poor
0

Terrible
0

Value for Money
4,5
Features
4,3
Ease of Use
4,8
Customer Support
5
100% recommended this app
Dante T.

Software Feedback

The customer service team and response is 5 stars when I have a problem or question the company responds very quickly.


Nicholas R.

You won't regret it

The cross sell opportunity feature has paid for itself, and has helped us to get ahead of renewals that are less than optimal for the client (increasing retention).


Lejuan W.

Really Good Customer Service

I like all insurance in one place but I am not sure how to add health insurance with the same features as my personal lines.


Jennifer O.

Great resource for our agency

We have not had the program long, but are hoping to really see more rounding of accounts and better retention because of their tool.


Sara W.

The smartest decision in my career

I cannot fully express my appreciation for [SENSITIVE CONTENT HIDDEN] and the Agentero team. Since the very first conversation we had, I knew that doing business with them would be in my best interest.


Dante T.
Industry: Insurance
Company size: 2-10 Employees

Software Feedback

Used Weekly for 2+ years
Reviewed on 2020/10/22
Review Source: Capterra

The customer service team and response is 5 stars when I have a problem or question the company responds very quickly.

Pros

The feature that I like most is having a mobile application that is customizable to my agency and allows my clients to view and manage there insurance policies even if they are not with my agency. I am really liking the instant carrier integration that allows a user to create home insurance quotes on the fly.

Cons

I would like the software to provide instant quotes for auto and renters as well as other supplemental lines of insurance,

Response from Agentero

Thank you so much for the review, Dante. We really appreciate your feedback! We are working hard to add more carrier integrations to our system so you can keep growing your agency.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Nicholas R.
Industry: Insurance
Company size: 2-10 Employees

You won't regret it

Used Daily for 1-5 months
Reviewed on 2019/11/06
Review Source: Capterra

The cross sell opportunity feature has paid for itself, and has helped us to get ahead of renewals that are less than optimal for the client (increasing retention).

Pros

We started looking at Agentero for the app (which is great) but have been just as impressed with the other features. The cross sell opportunity feature has paid for itself, and has helped us to get ahead of renewals that are less than optimal for the client (increasing retention). Overall excellent and they keep adding new features.

Cons

The email system. Its not as customizable as we need it to be as of yet.

Response from Agentero

Thank you so much for the amazing review Nicholas! We really appreciate it. It's a pleasure having you as a client!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Lejuan W.
Industry: Insurance
Company size: 2-10 Employees

Really Good Customer Service

Used Weekly for 6-12 months
Reviewed on 2020/09/11
Review Source: Capterra

I like all insurance in one place but I am not sure how to add health insurance with the same features as my personal lines.

Pros

All insurance in one place and we can make payments and claims in one place

Cons

ID cards are dated and the health insurance doesn't seem compatible.

Response from Agentero

Thank you for the review LeJuan. We appreciate your feedback and are working hard to provide a better product with more features and functionality that help you grow your agency. Our Service team will reach out today to explain how to add health policies to your account, so you can have all insurance at one place. Thanks again for choosing Agentero, The Agentero Team

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Jennifer O.
Industry: Insurance
Company size: 11-50 Employees

Great resource for our agency

Used Daily for 1-5 months
Reviewed on 2020/07/30
Review Source: Capterra

We have not had the program long, but are hoping to really see more rounding of accounts and better retention because of their tool.

Pros

Love how easy it is to use and to teach our producers to use. It makes it very easy to upsell to our clients and gives us information we would not have otherwise.

Cons

We found a few glitches but the customer service team was on it - and has written code to make it do some of the things we wanted it to do. They have been great!

Response from Agentero

Jennifer,

Thank you for the thoughtful review.

We love working with you and your team at Caleb insurance, and provide value to your agency.

We appreciate your feedback and are working hard to provide a better product and customer experience.

The Agentero Team

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Sara W.
Industry: Insurance
Company size: 2-10 Employees

The smartest decision in my career

Used Daily for 1-5 months
Reviewed on 2020/11/09
Review Source: Capterra

I cannot fully express my appreciation for [SENSITIVE CONTENT HIDDEN] and the Agentero team. Since the very first conversation we had, I knew that doing business with them would be in my best interest.

Pros

The ease of use not only for myself, but for my clients as well.

Cons

I have not a single complaint. I cannot think of anything or what I least like. Maybe someday allow more layout options.

Response from Agentero

Thank you for this fantastic review, Sara! We love having you as a customer and help serve your clients.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9/10
Based on 6 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Agentero Pricing

Agentero Pricing

Starting from
N/A
Free Trial
Value for money

Contact Agentero for pricing details

Contact Agentero for pricing details

Value for Money
4,5/5
Based on 6 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Agentero Features

Agentero Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4,3/5
Based on 6 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for Agentero

Additional information for Agentero

Key features of Agentero

  • Claims Management
  • Contact Management
  • Document Management
  • Quote Management

Agentero FAQs

Agentero FAQs

Below are some frequently asked questions for Agentero.

Q. What type of pricing plans does Agentero offer?

Agentero offers the following pricing plans:

Free Trial: Not Available

Contact Agentero for pricing details

Q. What are the main features of Agentero?

Agentero offers the following features:

  • Claims Management
  • Contact Management
  • Document Management
  • Quote Management

Q. Who are the typical users of Agentero?

Agentero has the following typical customers:

Freelancers

Q. What languages does Agentero support?

Agentero supports the following languages:

English

Q. What type of pricing plans does Agentero offer?

We do not have any information about what Agentero pricing plans

Q. Does Agentero support mobile devices?

Agentero supports the following devices:

Android, iPhone

Q. What other apps does Agentero integrate with?

Agentero integrates with the following applications:

AMS360

Q. What level of support does Agentero offer?

Agentero offers the following support options:

Phone Support, Online Support, Knowledge Base