---
description: Learn more about AgencySmart price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: AgencySmart Price, Reviews & Features - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Insurance Policy Software](/directory/20036/insurance-policy/software) > [AgencySmart](/software/1010962/agencysmart)

# AgencySmart

Canonical: https://www.capterra.co.za/software/1010962/agencysmart

> All-in-one solution for Insurance CRM, Quoting, Commissions, Online Enrollment and Onboarding needs\!
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses AgencySmart?

Whether you are a small retail shop or a national TPA or General Agent, AgencySmart is designed to help insurance agents be more productive, more effective and more profitable\!

## About the vendor

- **Company**: AgencySmart
- **Location**: Fairfield, US

## Commercial Context

- **Starting Price**: US$49,00
- **Pricing model**: Per User (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Activity Dashboard
- Audit Trail
- Billing & Invoicing
- Claims Management
- Claims Tracking
- Commission Management
- Commission Rules/Conditions
- Commission Statements
- Contact Management
- Customizable Reports
- Data Import/Export
- Document Management
- Document Storage
- Email Management
- Insurance Policy Management
- Interaction Tracking
- Lead Management
- Mobile Access
- Policy Issuance
- Policy Management
- Quotes/Estimates
- Renewal Management
- Sales Pipeline Management
- Task Management
- Workflow Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Insurance Policy Software](https://www.capterra.co.za/directory/20036/insurance-policy/software)

## Related Categories

- [Insurance Policy Software](https://www.capterra.co.za/directory/20036/insurance-policy/software)
- [Insurance Agency Software](https://www.capterra.co.za/directory/20035/insurance-agency/software)
- [CRM Software](https://www.capterra.co.za/directory/2/customer-relationship-management/software)
- [Commission Software](https://www.capterra.co.za/directory/30200/commission/software)

## Alternatives

1. [Bitrix24](https://www.capterra.co.za/software/113540/bitrix24) — 4.2/5 (984 reviews)
2. [AgentCubed](https://www.capterra.co.za/software/135371/agentcubed) — 4.4/5 (10 reviews)
3. [Financial Services Cloud](https://www.capterra.co.za/software/166075/financial-crm) — 4.8/5 (5 reviews)
4. [Better Agency](https://www.capterra.co.za/software/211611/better-agency) — 4.0/5 (13 reviews)
5. [Surefyre](https://www.capterra.co.za/software/168321/surefyre) — 4.6/5 (17 reviews)

## Links

- [View on Capterra](https://www.capterra.co.za/software/1010962/agencysmart)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/227739/AgencySmart/> |
| en-AE | <https://www.capterra.ae/software/1010962/agencysmart> |
| en-AU | <https://www.capterra.com.au/software/1010962/agencysmart> |
| en-CA | <https://www.capterra.ca/software/1010962/agencysmart> |
| en-GB | <https://www.capterra.co.uk/software/1010962/agencysmart> |
| en-IE | <https://www.capterra.ie/software/1010962/agencysmart> |
| en-IL | <https://www.capterra.co.il/software/1010962/agencysmart> |
| en-IN | <https://www.capterra.in/software/1010962/agencysmart> |
| en-NZ | <https://www.capterra.co.nz/software/1010962/agencysmart> |
| en-SG | <https://www.capterra.com.sg/software/1010962/agencysmart> |
| en-ZA | <https://www.capterra.co.za/software/1010962/agencysmart> |
| fr | <https://www.capterra.fr/software/1010962/agencysmart> |
| fr-BE | <https://fr.capterra.be/software/1010962/agencysmart> |
| fr-CA | <https://fr.capterra.ca/software/1010962/agencysmart> |
| fr-LU | <https://www.capterra.lu/software/1010962/agencysmart> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra South Africa helps find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.co.za","url":"https://www.capterra.co.za/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.co.za/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"AgencySmart","description":"AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time and reduces labor cost while increasing efficiency!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/086b4aba-0f85-4add-b7d6-35427da2603b.png","url":"https://www.capterra.co.za/software/1010962/agencysmart","@type":"SoftwareApplication","@id":"https://www.capterra.co.za/software/1010962/agencysmart#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.za/#organization"},"offers":{"price":"49","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome, Android, Platform ios, Platform ipad"},{"@type":"FAQPage","@id":"https://www.capterra.co.za/software/1010962/agencysmart#faqs","mainEntity":[{"name":"What Is AgencySmart?","@type":"Question","acceptedAnswer":{"text":"AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time and reduces labor cost while increasing efficiency!","@type":"Answer"}},{"name":"Who Uses AgencySmart?","@type":"Question","acceptedAnswer":{"text":"Whether you are a small retail shop or a national TPA or General Agent, AgencySmart is designed to help insurance agents be more productive, more effective and more profitable!","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Insurance Policy Software","position":2,"item":"/directory/20036/insurance-policy/software","@type":"ListItem"},{"name":"AgencySmart","position":3,"item":"/software/1010962/agencysmart","@type":"ListItem"}],"@id":"https://www.capterra.co.za/software/1010962/agencysmart#breadcrumblist"}]}
</script>
