AgencyNova
AgencyNova is a full-stack agency management platform that launched in late 2025 and is gaining traction for its all-in-one approach. It combines CRM, policy management, accounting, and marketing automation in one system. AgencyNova uses machine learning to recommend cross-sell opportunities and identify at-risk clients. Recently, it added a mobile app that allows agents to issue certificates of insurance and bind low-risk policies directly from the field. The platform supports both independent and captive agents, with a modular pricing structure so agencies pay only for what they use. Early reviews on G2 highlight its ease of setup and excellent customer support.
From $75/mo
Key Features
- ✓Machine learning-based cross-sell and retention predictions
- ✓Mobile app for policy binding and certificate issuance
- ✓Built-in accounting with trust accounting support
- ✓Marketing automation with email campaigns and templates
- ✓Modular setup: CRM, policy, claims, and accounting modules
Pros
- +Easy to use
- +Good support
- +Regular updates
Cons
- -Learning curve
- -Pricing could be clearer