Agency MVP review: pricing, plans and integrations
Agency MVP is a sales pipeline and lead system for P&C agencies. It ranks households for the next call and tracks quotes, sales and x-date follow-up beside your AMS. An x-date is the day a prospect's current policy expires.
It costs $99 a month for one user or $269 a month for up to five, with a yearly five-user plan at $2,905.
- Best for
- P&C agencies that buy internet leads and want a ranked call list beside their AMS
- Type
- Insurance CRM
- Lines
- P&C
- Price
- $99 a month for 1 user
- Free trial
- 14 days, card required
- AMS connections
- Farmers APEX and HawkSoft
- Calling and texting
- Through Ooma, RingCentral or Text Request
Our take
Agency MVP suits captive and independent P&C agencies that live on internet leads. It ranks every household so producers know whom to call next, and it keeps quotes, sales and x-dates on the same record.
Most of the work happens in the call list. Leads arrive unassigned, a producer claims them, and Free Game hands a household to someone else when nobody calls it.
The vendor calls it lead management with some CRM features. Plan on keeping your AMS for policies, service and commissions.
Pros
- Prices on its checkout page, with a 5-user plan
- Free onboarding, training and coaching
- Ranked call list built for internet leads
- Works next to Farmers APEX and HawkSoft
- EZLynx, TurboRater and PL Rater quoting included
Cons
- No carrier downloads or client portal
- No app in the App Store or Google Play
- A card is charged when the trial ends
- Exports after you leave are billed
Plans and pricing
| Plan | Price | Billed | Users |
|---|---|---|---|
| Single userA solo producer | $99 a month | Monthly | 1 |
| Up to 5 users, monthlyA small team that wants no yearly term | $269 a month | Monthly | Up to 5 |
| Up to 5 users, yearlyA team ready to commit for a yearLowest monthly cost for a team | $2,905 a year | Yearly | Up to 5 |
Prices as of October 2026, from Agency MVP's checkout. The yearly plan works out to about $242 a month. Every plan includes onboarding, training, CSV and Zapier imports, lead posting, 100 EZLynx quotes a month and unlimited TurboRater and PL Rater quotes.
Good to know before you buy
- EZLynx quotes past 100 in a month cost $0.50 each.
- A 3% processing fee applies when a payment can't be collected in advance.
- More than five users means a quote from billing@agencymvp.com.
- Agency MVP says some carriers share the cost, so ask yours.
- You can't lower your user count during a term.
Client and policy records
- Records it keeps
- Households, leads, prospects, customers, quotes and policies
- Policies
- On each household's quote sheet, with competitor and x-date fields
- Role next to your AMS
- Runs the sales pipeline. Your AMS stays the policy system
- Ranking
- Orders households by more than 30 factors, such as premium, line and renewal date
A household moves from lead to prospect to quoted to customer. Mark as Sold turns a quoted prospect into a customer and starts the onboarding workflow.
Leads and pipeline
- Lead vendors
- EverQuote and QuoteWizard post leads as they arrive
- CSV imports
- Each row needs a first name, last name and full address
Assignment rules
- New leads
- Arrive unassigned until a producer takes ownership
- Owners
- One per household
- Free Game
- A household with no call for a set number of days opens to any producer
Renewals, retention and cross-sell
- X-date follow-up
- Runs from the competitor's renewal date and the auto policy term
- Timing
- One partner case study texts personal lines 45 days and commercial 90 days before renewal
- Cross-sell
- Buttons by line on a customer once a quote is saved
- Win-back
- Campaigns for former clients
Email, calling and texting
Calling
Click to call through RingCentral or Ooma Office Pro Plus. The ranked call list sets the order.
Texting
Through Ooma, RingCentral or Text Request. Text Request handles 10DLC, the US carrier registration for business texting, for its agents.
Email workflows send from the household record.
- Call list
- "Call back tomorrow" hides a household until the next day
- Consent
- Your agency must hold TCPA consent before it calls or texts
AMS and carrier connections
Agency MVP works next to Farmers APEX and sends leads to HawkSoft. It doesn't claim a two-way policy sync with either, and it has no carrier downloads.
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| Farmers APEX | Agency management systems | Agency MVP says leads, scores and workflows sync with APEX | |
| HawkSoft | Agency management systems | From Agency MVP | Lead and insurance details pass to HawkSoft |
| EZLynx | Raters and quoting | Both ways | Sends prospects to EZLynx for quotes. 100 quotes a month included |
| TurboRater | Raters and quoting | Both ways | Unlimited quotes, with results saved back |
| PL Rater | Raters and quoting | Both ways | Unlimited quotes on every plan |
| QuoteBurst | Raters and quoting | Listed among rating connections | |
| EverQuote | Lead vendors | Into Agency MVP | Leads post in as they arrive |
| QuoteWizard | Lead vendors | Into Agency MVP | Leads post in as they arrive |
| Ooma | Dialers and phone | Both ways | Calls and texts from Agency MVP. Needs Ooma Office Pro Plus |
| RingCentral | Dialers and phone | Click to call and texting | |
| Text Request | Other | Texting, with 10DLC registration handled | |
| Zapier | Other | Imports and automations |
Reporting
Reports
- Lead source on every record
- Contact and conversion tracking
- Return by lead source
- Team activity on the dashboard
Migration and getting started
Start the trial
14 days. Your card is charged when it ends unless you cancel first.
Connect your lead sources
Have each lead vendor post to Agency MVP, and add Zapier for the rest.
Import your book
Upload a CSV of households. Each row needs a name and full address.
Finish both trainings
Onboarding and coaching are free. Completing both trainings also keeps the money-back offer open.
Connect your phone
Set up Ooma, RingCentral or Text Request for calls and texts.
Support by phone, email and the help center.
Contract, export and cancellation
- Monthly plans
- Cancel at least 14 days before the next billing date
- Yearly plan
- Renews on its own. Written notice at least 30 days before the term ends
- Refunds
- 30-day money back on a first monthly purchase once both trainings are done. Not on yearly plans
- Your data
- Yours. Export any time while you subscribe
Plan your exit early. After you cancel, Agency MVP keeps your data 30 days. An export then needs a written request and is billed for time and materials.
Agency MVP alternatives
- AgencyZoomFrom $149 a month, or $119.20 billed yearlySales and service pipelines with Farmers and independent plans
- InsuredMineFrom $106 a user per month, billed yearlyClient portal and AMS sync for P&C agencies
- EZLynxQuote onlyRater and agency system in one
- HubSpotFree CRM. Paid from $20 a user per monthGeneral CRM with a free plan and email marketing
See every option in insurance CRM.
Frequently asked questions
How much does Agency MVP cost?
$99 a month for one user, $269 a month for up to five or $2,905 a year for five on the yearly plan.
Does Agency MVP connect to my AMS?
It works next to Farmers APEX and sends leads to HawkSoft. Your AMS stays the policy system.
Can Agency MVP track renewals?
Yes. X-date workflows run from the competitor's renewal date, and cross-sell buttons appear once a quote is saved.
Does Agency MVP have a free trial?
Yes, 14 days. It needs a card, which is charged when the trial ends.
Can I get my data out if I leave Agency MVP?
Export it before you cancel. Afterward the data is kept 30 days and an export is billed.
How we researched this review. We based this review on the pricing, terms and product pages published by Agency MVP, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Agency MVP quit selling or a contract term that reads different now, let us know and send the link to the page where Agency MVP has it. Somebody here pulls up that page and checks it before we change anything on ours.