Agency Advantage
About Agency Advantage
Agency Advantage is a web-based software designed to help insurance agencies create marketing campaigns, collect and save data using ACORD forms, and streamline communication with clients. It lets teams send text messages to individual clients and manage their trust accounts.
Key features of Agency Advantage include claims management, cancellation tracking, contact management, quotes/estimates, and document management. The platform enables users to scan photos, documents, and other items in customers' folders for easy retrieval in the future. The Follow Up Task Management module allows employees to streamline follow-up on letters, notes, change requests, and more.
Agency Advantage helps supervisors generate customizable reports and identify cross-sale opportunities. It facilitates integration with several third-party applications, such as Quickbooks to help manage operational accounts.
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- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
affordable agency management
Reviewed on 2022/05/20
Pros
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.
Cons
I do not have any complaints about this softward
Response from Jenesis Software
Dana, thank you so much for an amazing review! Welcome to the AA team!
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Agency Advantage Is Great
Reviewed on 2021/10/17
Pros
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!
Cons
I cannot think of a thing I don't like about the program.
Response from Jenesis Software
So glad you're loving the program! We appreciate the awesome review!
- Industry: Insurance
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
somewhat great
Reviewed on 2022/03/17
great
great
Pros
like how you can text and email from software
Cons
just the lagging of the system and when the internet going slow
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
AA Consistency
Reviewed on 2021/12/03
Ability to have all needed insurance policy information for our clients in one place so we are...
Ability to have all needed insurance policy information for our clients in one place so we are better able to assist them more quickly when they or a Certificate Holder contacts us.
Greatly appreciated of this software because it allows us to be more efficient in the work place.
Pros
entering details specific to the policy type.
automatic transfer of policy info to the accord applications.
ability to select "follow up" & change CSR who to direct the "follow-up" to.
enter "other charges" into the receipts to visually see what the "broker fee" exactly is when viewing CSR reconciliations.
Cons
inability to unselect "Save as Attachment" when select "Email" in the Form Options. I'm aware this is resourceful if needed but we do not need it so I am always having to go to the Attachment tab to remove the attachments.
the way the NAIC numbers appear on the PDF form; I'm always having to move them to the right of the "Insurer(s) Affording Coverage" column so they are in the NAIC # column.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A must use software
Reviewed on 2022/05/20
I've been using Agency Advantage for 9 years and can say with confidence that they strive to...
I've been using Agency Advantage for 9 years and can say with confidence that they strive to improve. Many helpful features have been added since I've been using it and keep improving as time goes by. I could not imagine using a different program for my needs as an agent.
Pros
Features such as texting and emailing clients that have been added are super helpful as well as having the ability to attach files allows an office to go paperless instead of having to keep track of thousands of paper files. The download integration is also super helpful to keep track of everything that's happening on a customer's account before even pulling a policy up.
Cons
I cannot think of any specific cons in regard to the software and if we've ever had an issue their customer service has always been extremely helpful and will go the extra mile!
Response from Jenesis Software
Wow, thank you so much for the review Allyssa! Happy to have you apart of Agency Advantage team.
Agency Advantage FAQs
Below are some frequently asked questions for Agency Advantage.Q. What type of pricing plans does Agency Advantage offer?
Agency Advantage offers the following pricing plans:
- Starting from: US$99.00/month
- Pricing model: Subscription
- Free Trial: Not Available
Small initial License Fee plus on-going Monthly License Fee.
Q. Who are the typical users of Agency Advantage?
Agency Advantage has the following typical customers:
Self Employed, 2–10, 11–50, 51–200
Q. What languages does Agency Advantage support?
Agency Advantage supports the following languages:
English
Q. Does Agency Advantage support mobile devices?
Agency Advantage supports the following devices:
Q. What other apps does Agency Advantage integrate with?
We do not have any information about what integrations Agency Advantage has
Q. What level of support does Agency Advantage offer?
We do not have any information about what support options Agency Advantage has
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Insurance Agency Software
