You are in business to build a successful insurance agency. The problem is efficiently serving and retaining customers while acquiring new ones. Let us show you how to boost your agency's sales, renewals, and profit.
Request a DemoFor nearly 30 years Agency Advantage has been focused on independent insurance agents.
We understand what it takes to make an agency successful.
If you don't succeed then we don't succeed. We care about your business because that's how it should be.
Every agency is different. Our training staff goes beyond covering the basics to help maximize the benefit of Agency Advantage in your workflows.
We don't make phones, laptops, or printers, but we have to deal with them too ;) Our fast friendly support team can assist you with all your Agency Advantage technical questions.
Complete but not complex. Agency Advantage includes all the tools an agent needs for success.
ACORD AL3 downloads from your carriers automatically keeps your data up to date.
Fill, save, print and email all ACORD forms.
Send text messages to individual clients or use them in a marketing campaign.
Scan documents, photos and other items to the customer’s folder for easy retrieval.
Complete diary system provides follow-up on notes, letters, change requests, etc.
Create powerful marketing campaigns to round your accounts. Use our tools to identify cross sale opportunities.
Completely manage your trust account. Simple QuickBooks integration to help manage your operational accounts.
Intelligent, customizable reports to help you make better decisions for your agency.
Agency Advantage integrates with all of the industry's top rating applications.
As a producer who has used The Agency Advantage for nearly 20 years it is without a doubt the best customer management tool we have in our agency.
I would highly recommend this agency management system to all agencies.
As the second largest brokerage firm in NY, we found The Agency Advantage offered us a very user friendly system at a reasonable cost with exceptional technical support. An agency management system is only as good as the people who stand behind it.
For me that’s The Agency Advantage.
I have been an Agency Advantage user for two years now and it has given my staff the ability to work efficiently in our office. Download capability is awesome, cross selling is easy, and marketing helps me sell.
Thanks Agency Advantage!
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