AgencyForce

Overview

CRM made specifically for the Independent Insurance Broker

Archie's take

AgencyForce is purpose-built for independent insurance brokers who need a CRM that understands the nuances of their industry, from policy management to commission tracking. Its standout advantage is deep insurance-specific workflows—think carrier integrations, renewal automation, and compliance tools—making it far more relevant than generic CRMs like Salesforce or HubSpot for this niche. However, it's not as flexible for non-insurance use cases, and smaller agencies may find the feature set more robust than necessary, while very large brokerages might outgrow its scalability or require more advanced analytics. Pricing is competitive for the insurance vertical, but expect some onboarding time to fully leverage its specialized features.

Ideal Customer Fit

Company Size

Check if AgencyForce is a good fit for your needs

This information is provided by Archways for guidance purposes only. While we strive for accuracy, specific details may need to be confirmed with the vendor.

Small

Mid

Enterprise

Best for

•Independent insurance agencies managing multiple carriers and complex policy renewals.
•Brokerages needing built-in commission tracking and compliance workflows tailored to insurance.
•Teams looking to automate client communications and streamline policy servicing without heavy IT resources.

Other considerations

Support Complexity

Implementation is straightforward for insurance professionals but requires some onboarding to map existing processes to AgencyForce's workflows; support is responsive but may not offer enterprise-level customization.

Team Structure

Ideal for agencies with dedicated account managers, producers, and administrative staff; minimal IT involvement needed unless integrating with external systems.

Volume

Handles typical agency volumes well, but agencies with thousands of agents or highly custom reporting needs may hit limitations; best suited for growing small to mid-sized teams.

Snapshot

Use Case

Conversational support, onboarding, automation

Best for

SaaS, fintech, PLG, high inbound support

Team Size

5-500 agents

Support Channels

Chat, in-app, email, social

Pricing

Contact sales to get pricing information

AgencyForce

Overview

Archie's take

Ideal Customer Fit

Company Size

Best for

Other considerations

Support Complexity

Team Structure

Volume

Snapshot

Use Case

Best for

Team Size

Support Channels

Pricing

FAQs

What insurance-specific features does AgencyForce offer that generic CRMs lack?

Can AgencyForce integrate with popular insurance carriers and quoting platforms?

How does AgencyForce handle commission tracking and reporting?

Is AgencyForce suitable for agencies with multiple office locations or remote teams?

What onboarding and training resources are available for new users?

How customizable are the workflows and fields in AgencyForce?

Does AgencyForce support automated client communications and reminders?

What security and compliance features are built into AgencyForce?

How scalable is AgencyForce for growing agencies?

Can AgencyForce generate custom reports for agency performance and compliance?

What recent updates or new features has AgencyForce released?

How does AgencyForce compare to other insurance-specific CRMs?