Agency Advantage

An Agency Management System Built For Success

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.

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Insurance Agency Management System


For nearly 30 years Agency Advantage has been focused on independent insurance agents.
We understand what it takes to make an agency successful.

Customer Centric

If you don't succeed then we don't succeed. We care about your business because that's how it should be.

Personalized Training

Every agency is different. Our training staff goes beyond covering the basics to help maximize the benefit of Agency Advantage in your workflows.

Caring Customer Support

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.

Product Features


Complete but not complex. Agency Advantage includes all the tools an agent needs for success.

Carrier Download

ACORD AL3 downloads from your carriers automatically keeps your data up to date.

ACORD Forms

Fill, save, print and email all ACORD forms.

Text Messaging

Send text messages to individual clients or use them in a marketing campaign.

Document Management

Scan documents, photos and other items to the customer’s folder for easy retrieval.

Follow Up Task Management

Complete diary system provides follow-up on notes, letters, change requests, etc.

Advanced Marketing

Create powerful marketing campaigns to round your accounts. Use our tools to identify cross sale opportunities.

Seamless Accounting

Completely manage your trust account. Simple QuickBooks integration to help manage your operational accounts.

Powerful Reporting

Intelligent, customizable reports to help you make better decisions for your agency.

Comparative Rating

Agency Advantage integrates with all of the industry's top rating applications.

Product Feature Trailer

A quick peek at a few Agency Advantage features.

Save Time

Literally hours :)

Grow Revenue

Tools for account rounding, cross sales, referral management and marketing

Work Smarter

Manage all your accounts, personal and commercial

Ask Us

Our Award Winning Support Staff Can Help!

Best Practices


Timely Resources provided by the Big "I"

ACT Remote Work Best Practices Guide and Remote Work Agreement

updated Mar 11, 2020  

Many managers and employees are already working outside the office using their personal devices, but typically on an ad hoc basis without clearly written remote work best practices....

Read More

Grow Your Agency and Improve Your Marketing by Tracking Key Metrics

By Chuck Blondino, Safeco Insurance  

Independent agents should be winning in the personal lines marketplace, even dominating. Is there any other industry...

Read More

Marketing to the Connected Generation

By Ryan Hanley, The Murray Group  

Our world has changed. The independent agent and broker faces unprecedented competition. Our competitors are...

Read More

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