--- description: Review of Agency Advantage Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Agency Advantage | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Insurance Policy Software](/directory/3320/policy/software) > [Agency Advantage](/software/319872/agency-advantage) # Agency Advantage Canonical: https://www.softwareadvice.co.nz/software/319872/agency-advantage Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/319872/agency-advantage?page=2) > Agency Advantage is an agency management software designed to help businesses streamline customer retention and boost sales, profit and renewals. Key features include document management, quotes/estimates, claims management, cancellation tracking and contact management. Teams using Agency Advantage can create marketing campaigns to round their accounts, manage the operational and trust accounts with Quickbooks integration, send text messages to individual clients and generate comparative ratings by integrating the platform with various rating applications. Additionally, users can scan documents, photos and other items to the customers' folders, which can be saved for future reference. Agency Advantage offers a complete diary system that allows agents to follow up on change requests, letters, notes and more. It is available on monthly subscriptions and support is extended via online inquiry form. > > Verdict: Rated **4.9/5** by 27 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 27 Reviews | | Ease of Use | 4.9/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 5.0/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Jenesis Software - **Location**: Forest City, US - **Founded**: 1999 ## Commercial Context - **Starting Price**: US$99.00 - **Pricing model**: Other - **Pricing Details**: Small initial License Fee plus on-going Monthly License Fee. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop) - **Supported Languages**: English - **Available Countries**: United States ## Features - Billing & Invoicing - Cancellation Tracking - Claims Management - Claims Tracking - Client Management - Commission Management - Contact Database - Contact Management - Customisable Reports - Document Management - Forms Management - Insurance Policy Management - Life & Health - Policy Management - Property & Casualty - Quotes/Estimates - Reinstatement Tracking - Reminders - Renewal Management - Status Tracking ## Category - [Insurance Policy Software](https://www.softwareadvice.co.nz/directory/3320/policy/software) ## Related Categories - [Insurance Policy Software](https://www.softwareadvice.co.nz/directory/3320/policy/software) - [Insurance Agency Software](https://www.softwareadvice.co.nz/directory/4506/insurance/software) ## Alternatives 1. [Jenesis Software](https://www.softwareadvice.co.nz/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews) 2. [Expiration Reminder](https://www.softwareadvice.co.nz/software/423426/expiration-reminder) — 4.5/5 (49 reviews) 3. [Sembley](https://www.softwareadvice.co.nz/software/450093/Sembley) — 5.0/5 (40 reviews) 4. [NowCerts](https://www.softwareadvice.co.nz/software/64793/nowcerts) — 4.8/5 (150 reviews) 5. [Partner XE](https://www.softwareadvice.co.nz/software/43120/partner-xe) — 4.1/5 (14 reviews) ## Reviews ### "affordable agency management" — 5.0/5 > **dana** | *20 May 2022* | Insurance | Recommendation rating: 10.0/10 > > **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 ----- ### "Agency Advantage Is Great" — 5.0/5 > **Virginia** | *17 October 2021* | Insurance | Recommendation rating: 10.0/10 > > **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. ----- ### "somewhat great" — 5.0/5 > **kiesha** | *17 March 2022* | Insurance | Recommendation rating: 6.0/10 > > **Pros**: like how you can text and email from software > > **Cons**: just the lagging of the system and when the internet going slow > > great ----- ### "AA Consistency" — 4.0/5 > **Christina** | *3 December 2021* | Insurance | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "A must use software" — 5.0/5 > **Allyssa** | *20 May 2022* | Insurance | Recommendation rating: 10.0/10 > > **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\! > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/319872/agency-advantage?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/319872/agency-advantage) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data