AGENCYMATE Overview

AGENCYMATE is a comprehensive software solution specifically designed for insurance agencies to manage their operations efficiently. The platform offers a variety of tools to streamline policy management, customer relationship management (CRM), claims tracking, and financial reporting, allowing insurance agents to focus on growing their business and providing better service. AGENCYMATE includes features such as automated billing, quote generation, renewal management, and commission tracking, ensuring that all aspects of the agency’s workflow are organized and accessible. The software also offers robust reporting tools, which help businesses track performance metrics, identify trends, and make data-driven decisions. Additionally, AGENCYMATE supports integration with various third-party systems, including accounting and marketing software, to ensure a seamless experience. With a user-friendly interface and scalability for agencies of all sizes, AGENCYMATE helps insurance businesses save time, reduce administrative overhead, and enhance customer satisfaction by streamlining the entire insurance process from start to finish.

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AGENCYMATE Screenshot & Video

Contact Details

  • Vendor Name CoTé Software & Solutions
  • Founded 2009
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

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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AGENCYMATE 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 Client Portal
  • Arrow Icon Pricing Management
  • Arrow Icon CRM
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Discount Management
  • Arrow Icon Document Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Reminders
  • Arrow Icon Customizable Branding
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Proposal Generation
  • Arrow Icon Electronic Payments
  • Arrow Icon Contact Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Drag & Drop
  • Arrow Icon Automated Quoting
  • Arrow Icon Estimating

AGENCYMATE Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$99 Per User

AGENCYMATE FAQs

AGENCYMATE is a comprehensive software solution specifically designed for insurance agencies to manage their operations efficiently. The platform offers a variety of tools to streamline policy management, customer relationship management (CRM), claims tracking, and financial reporting, allowing insurance agents to focus on growing their business and providing better service. AGENCYMATE includes features such as automated billing, quote generation, renewal management, and commission tracking, ensuring that all aspects of the agency’s workflow are organized and accessible. The software also offers robust reporting tools, which help businesses track performance metrics, identify trends, and make data-driven decisions. Additionally, AGENCYMATE supports integration with various third-party systems, including accounting and marketing software, to ensure a seamless experience. With a user-friendly interface and scalability for agencies of all sizes, AGENCYMATE helps insurance businesses save time, reduce administrative overhead, and enhance customer satisfaction by streamlining the entire insurance process from start to finish.

  • No, AGENCYMATE does not offer a free version.

  • Yes, AGENCYMATE offers a free trial.

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

  • AGENCYMATE offers the following pricing plans & packages:

    Basic

    $99 Per User

  • AGENCYMATE supports the following payment frequencies:

    • Monthly Subscription

  • No, AGENCYMATE does not offer an API.

  • AGENCYMATE offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • AGENCYMATE offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • AGENCYMATE supports the following languages:
    • English

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

  • AGENCYMATE supports the following deployment:
    • Cloud Hosted

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