Insurance Agency Management Systems

Insurance Agency Management Systems Overview

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management Products

(1-25 of 50) Sorted by Most Reviews

The list of products below is based purely on reviews (sorted from most to least). There is no paid placement and analyst opinions do not influence their rankings. Here is our Promise to Buyers to ensure information on our site is reliable, useful, and worthy of your trust.
BindHQ

BindHQ’s agency operating system aims to enable technology-driven MGAs, MGUs & Wholesalers to bind more business and expand their revenue.BindHQ’s cloud-based platform reduces total cost of ownership with no hardware or servers to maintain, reduced upfront capital expenditures,…

Applied Epic

Applied Epic is a cloud-based insurance agency management system from Applied Systems, described as advanced and scalable by the vendor, with available integrations with many 3rd party applications.

AgencyBloc

AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.

SIS Partner Platform

The Partner Platform agency management system is designed to present an easy to use, end-to-end, and affordable solution that is not overly complex. With Partner Platform the user can easily manage the entire life-cycle of the agency’s client relationship from pre-sales to servicing…

BlueMind

BlueMind is a digital office that helps advisors manage their business, from lead nurturing to policy execution. The solution uses AI to automate compliance, handle unstructured data, generate policy recommendations, highlight revenue opportunities and perform advisor analytics. The…

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.

Applied TAM

With Applied TAM, an insurance agent can automate operations and manage client relationships. Applied TAM offers greater visibility into clients and day-to-day operations. Reduce time and expenses spent on administrative tasks and better respond to client needs.

EZLynx Agency Management

EZLynx in Texas offers their Agency Management System as a system for centralizing and managing customer information and automation for the daily workflow.

AMS360

Vertafore in Denver offers their insurance agency management software. AMS360 offers production and renewal analysis, a general ledger, a client portal, and other management tools.

Vertafore ReferenceConnect

Vertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.

Vertafore Sagitta

Sagitta is offered by Vertafore as their agency management system for larger insurance agencies, MGAs, bankers, and brokerages, featuring its capacity to scale and automate processes for multiple products and locations.

QQCatalyst

QQCatalyst is an insurance agency management platform described by the vendor QQSolutions as easy to learn and use, with internal CRM and marketing automation.

Vlocity Insurance Cloud

Vlocity in San Francisco offers the Vlocity Insurance Cloud to provide online service to customers of digital brokerages and agencies, featuring analytics for business growth and centralized customer data and CRM.

Applied DORIS

Applied DORIS delivers the fundamental capabilities, workflows and insurer connectivity needed to efficiently and securely run a growing agency within a single system. Reduce time spent accessing insurer websites and ensure that all client policy details are automatically kept up…

Insly

British company Insly offers a cloud-based insurance agency management platform offered as having a highly configurable interface and cloud storage for record and document management, as well as policy lifecycle and payment management applications and automation.

Applied Vision

Applied System's Vision is an insurance agency management system with functionalities including electronic import and export of data and general ledger, and also customer contact information management.

ACAExpress.com

ACAExpress.com is a customer facing ACA insurance enrollment system for insurers that features compliant customer data management and enrollment tracking and analytics for enrolled insurers.

Special Agent

Special Agent is an insurance agency management software focusing on customer service and relationship management primarily, from the Massachusetts based company of the same name.

Nexsure

Nexsure is an insurance agency management system from XDimensional Technologies in California, boasting accounting, marketing, document and customer data management features among others, as well as being integrable with third party applications for additional functions.

OneShield Software

OneShield Software in Massachusetts offers a suite of applications supporting property and liability insurers for billing and claims, policy management and undewriting, and relationship management, presenting a modular or end-to-end solution for agency management.

Jenesis

Jenesis, a small software company in North Carolina, offers their Insurance Agency Management Software to support smaller agencies needing document and customer data management, payment management, and some marketing features.

Ozone Insuria

Ozone United, headquartered in Oman, offers Ozone Insuria, what they describe as an ERP for insurance brokers, providing business and financial operations automation.

EIS Core Insurance Suite

EIS Group offers their Core Insurance Suite as an end-to-end solution for personal and commercial (P&C) general insurers, which includes the vendor's application for policy, claims, and billing.

Aspire Agency

Aspire Agency is an insurance agency management platform from Impowersoft, featuring CRM, policy and payment management, and marketing automation.

Eurobase Synergy

UK company Eurobase International offers synergy, an insurance agency lifecycle management system with a set of business management and insurance specific features (e.g. claims, underwriting, etc.).

Learn More About Insurance Agency Management Systems

What are Insurance Agency Management Systems?

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management System Features

Insurance Agency Management Systems include the following identifiable features:

Insurance Agency Management System Comparison

When comparing Insurance Agency Management Systems, consider the following factors:

  1. Ease of Use: Customers will need to navigate the system when interacting with insurance agents and updating their policies.

  2. Data Storage: Insurance Agency Management Systems are available through cloud-based or Software as a Service (SaaS) platforms.

  3. Software Integrations: The number of available software integrations will affect the monthly/annual subscription fee.

Insurance Agency Management System Price

Insurance Agency Management System vendors charge either a monthly or annual subscription fee per user. The cost of an Insurance Agency Management System can range from $60/user/month to over $300/user/month, depending on the desired feature set. Contact vendors to get specific pricing information and request a demo.


Frequently Asked Questions

What is an Insurance Agency Management System?

Insurance Agency Management Systems automate the daily operations associated with managing insurance agencies. These systems offer customer relationship management (CRM) and data management features.

What are the benefits of using an Insurance Agency Management System?

Insurance Agency Management Systems are crucial for maintaining customer relationships. They also offer accounting features to track expenses and payments.

What is the best Insurance Agency Management System?

The Insurance Agency Management System with the most reviews on TrustRadius is BindHQ, which is a Software as a Service (SaaS) platform. Applied Epic and Zywave Sales Cloud- Agency Management also received positive reviews for usability.

How much does an Insurance Agency Management System cost?

Insurance Agency Management System vendors charge either a monthly or annual subscription fee per user. The cost of an Insurance Agency Management System can range from $60/user/month to over $300/user/month.