About AGENCYMATE
AGENCYMATE, developed by CoTé Software & Solutions, is a cloud-based agency management solution designed to help independent insurance agencies manage the entire client lifecycle from lead generation to policy servicing within a single platform.
AGENCYMATE Details
Vendor
CoTé Software & Solutions
Year Launched
2009
Location
Suite A 8 The Green Dover DE 19901, United States
Deployment
cloud, web browser
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese.
Users
Insurance agents, Independent insurance agents, Insurance brokers, Insurance sales representatives, Principal agents or agency owners
Industries Served
Insurance agencies and brokerages, Financial services
Tags
Insurance, Quoting, AGENCYMATE
AGENCYMATE's In-App Market Place
Does AGENCYMATE have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (CA$), AUD (AU$), JPY (¥), CHF (CHF), CNY (¥), RUB (₽), INR (₹)
Pros & Cons
- Windows-based platform is very easy to navigate, providing everything needed to run an agency smoothly and effectively.
- Customizable dashboards and system reports improve functionality, helping agents track leads and manage operations more efficiently.
- Ease of use is consistently praised, making onboarding simple even for agencies with diverse staff and workflows.
- Integrated features reduce reliance on external vendors, streamlining CRM, campaign management, and insurance operations in one platform.
- Commission statements are not yet fully functional, limiting financial reporting accuracy for some agencies.
- Some integrations may require additional refinement to ensure seamless performance across all modules.
- Limited critical feedback makes it harder to identify potential gaps in advanced functionality or scalability.
- Agencies switching from other platforms may face minor learning curves adapting to AgencyMate’s unique workflows.