Agency Advantage Overview

Agency Advantage is an all-in-one insurance agency management software designed to streamline operations and improve efficiency for insurance agents and brokers. This platform helps agencies manage customer information, policy details, claims, and billing in a single, unified system. Agency Advantage integrates with popular insurance carriers and third-party providers, allowing users to quickly access real-time policy information and generate quotes. The software includes automated workflows for tasks like renewals, follow-ups, and claims processing, reducing administrative burdens and improving productivity. With its customizable interface, Agency Advantage is ideal for agencies of all sizes looking to increase operational efficiency, enhance customer service, and grow their business.

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Agency Advantage Screenshot & Video

Contact Details

  • Vendor Name Jenesis Software
  • Founded 1999
  • Location United States

Support

    NA


Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Insurance

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Agency Advantage Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates

Agency Advantage Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$99 Per Month

Agency Advantage FAQs

Agency Advantage is an all-in-one insurance agency management software designed to streamline operations and improve efficiency for insurance agents and brokers. This platform helps agencies manage customer information, policy details, claims, and billing in a single, unified system. Agency Advantage integrates with popular insurance carriers and third-party providers, allowing users to quickly access real-time policy information and generate quotes. The software includes automated workflows for tasks like renewals, follow-ups, and claims processing, reducing administrative burdens and improving productivity. With its customizable interface, Agency Advantage is ideal for agencies of all sizes looking to increase operational efficiency, enhance customer service, and grow their business.

  • No, Agency Advantage does not offer a free version.

  • Yes, Agency Advantage offers a free trial.

  • No, Credit Card details are not required for the Agency Advantage trial.

  • Agency Advantage offers the following pricing plans & packages:

    Basic

    $99 Per Month

  • Agency Advantage supports the following payment frequencies:

    • Monthly Subscription

  • No, Agency Advantage does not offer an API.

  • Agency Advantage offers training with the following options:
    • Live Online , Webinar , Documentation

  • Agency Advantage supports the following languages:
    • English

  • Following are the typical users of the Agency Advantage:
    • Self-Employed , Small-Business , Midsize-Business

  • Agency Advantage supports the following deployment:
    • Cloud Hosted

  • Agency Advantage supports the following devices and operating systems:
    • Web-Based

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