---
description: Review of AGENCYMATE Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: AGENCYMATE | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Insurance Agency Software](/directory/4506/insurance/software) > [AGENCYMATE](/software/427310/agencymate)

# AGENCYMATE

Canonical: https://www.softwareadvice.ie/software/427310/agencymate

> AGENCYMATE is an agency management software solution designed for marketing, advertising, and PR agencies.

AGENCYMATE provides various features to help agencies manage the full customer lifecycle. It helps agencies automate lead nurturing workflows to accelerate the sales process. It enables administrators to manage all customer communications across multiple channels from a single platform.  

AGENCYMATE is simple to deploy and comes with dedicated support. The software is hosted in the cloud and accessed via any web browser. Implementation services and customer success management help agencies start using the solution quickly. Ongoing support is available to ensure continued success and maximum value from the investment.
> 
> Verdict: Rated **4.7/5** by 3 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 3 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 4.7/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 4.7/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: CoTé Software & Solutions
- **Founded**: 2009

## Commercial Context

- **Starting Price**: US$99.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: $139 per user per month subscription fee
Included in the price are pre-fills and digital signatures.  
Ask about our many offers such a free data migration.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- CRM
- Calendar Management
- Calendar/Reminder System
- Client Management
- Client Portal
- Commission Calculations
- Commission Management
- Configurable Workflow
- Contact Database
- Contact Management
- Customisable Branding
- Customisable Forms
- Customisable Reports

## Integrations (4 total)

- Dropbox Sign
- IVANS Download
- Pendo
- Quicken

## Support Options

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

## Category

- [Insurance Agency Software](https://www.softwareadvice.ie/directory/4506/insurance/software)

## Related Categories

- [Insurance Agency Software](https://www.softwareadvice.ie/directory/4506/insurance/software)
- [Insurance CRM Software](https://www.softwareadvice.ie/directory/342/insurance-crm/software)
- [Quoting Software](https://www.softwareadvice.ie/directory/3570/quoting/software)

## Alternatives

1. [ePayPolicy](https://www.softwareadvice.ie/software/108153/epaypolicy) — 4.9/5 (247 reviews)
2. [Jenesis Software](https://www.softwareadvice.ie/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews)
3. [Applied Epic](https://www.softwareadvice.ie/software/441710/applied-epic) — 4.2/5 (141 reviews)
4. [EZLynx](https://www.softwareadvice.ie/software/74031/ezlynx) — 3.7/5 (73 reviews)
5. [Agency Matrix](https://www.softwareadvice.ie/software/187168/agency-matrix) — 3.7/5 (104 reviews)

## Reviews

### "Agency management made life simple" — 5.0/5

> **Greg** | *10 November 2021* | Insurance | Recommendation rating: 10.0/10
> 
> **Pros**: The best thing Agencymate brought to the table was the ease of use. I have been in the business for 30 years and this is truly the best insurance software program I have seen.
> 
> **Cons**: At this time I have not encountered a problem with the software, the support team has been fast at addressing any concerns.
> 
> My agents have actionable dashboards and this has resulted in better retention, sales and overall productivity in the agency.

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### "AgencyMate" — 5.0/5

> **Dan** | *13 July 2024* | Insurance | Recommendation rating: 10.0/10
> 
> **Pros**: Windows based and VERY easy to navigate. It has everything needed to run your agency smoothly and effectively.
> 
> **Cons**: We did not have any issues with AgencyMate.
> 
> AgencyMate is a really good management system. AgencyMate is very responsive and a pleasure to work with. The system is easy to use and has everything needed to run an insurance agency.

-----

### "Easy to Navigate" — 4.0/5

> **Stephanie** | *10 November 2021* | Insurance | Recommendation rating: 8.0/10
> 
> **Pros**: Ease of use, functionality, dashboard, system reports and the ability to track leads.
> 
> **Cons**: Commission statements are not yet fully functional.
> 
> My overall experience was great\! The Cote support staff were able to customize the product to our agencies needs and resolve issues quickly.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/427310/agencymate)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/cpq/agencymate-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/427310/agencymate> |
| en-GB | <https://www.softwareadvice.co.uk/software/427310/agencymate> |
| en-IE | <https://www.softwareadvice.ie/software/427310/agencymate> |
| en-NZ | <https://www.softwareadvice.co.nz/software/427310/agencymate> |

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