Find the perfect fit
Use Archways to compare AgencyForce with alternatives and find the best software for your needs.
CRM made specifically for the Independent Insurance Broker
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.
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.
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.
Ideal for agencies with dedicated account managers, producers, and administrative staff; minimal IT involvement needed unless integrating with external systems.
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.
Conversational support, onboarding, automation
SaaS, fintech, PLG, high inbound support
5-500 agents
Chat, in-app, email, social
Contact sales to get pricing information