Insurance Agency ManagementInsurance 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.Applied Epic1https://dudodiprj2sv7.cloudfront.net/vendor-logos/cV/sB/C4CFF5J906IL-180x180.PNGApplied TAM2https://dudodiprj2sv7.cloudfront.net/vendor-logos/cV/sB/C4CFF5J906IL-180x180.PNGQQCatalyst3https://dudodiprj2sv7.cloudfront.net/vendor-logos/z7/lp/BKBV5TEC1KAQ-180x180.JPEGEZLynx Agency Management4https://dudodiprj2sv7.cloudfront.net/vendor-logos/ZA/gy/N8HV4B127ET0-180x180.PNGSagitta5https://dudodiprj2sv7.cloudfront.net/vendor-logos/Tv/Rs/NPT321GJQJUV-180x180.JPEGOneShield Software6https://dudodiprj2sv7.cloudfront.net/vendor-logos/zL/Xa/ODCL0CRLJMB5-180x180.JPEGAMS3607https://dudodiprj2sv7.cloudfront.net/vendor-logos/Tv/Rs/NPT321GJQJUV-180x180.JPEGHawkSoft8https://dudodiprj2sv7.cloudfront.net/vendor-logos/nh/cG/TEJLZ7JOII85-180x180.JPEGNexsure9https://dudodiprj2sv7.cloudfront.net/vendor-logos/XC/ho/SF402NN8J6UV-180x180.JPEGAgencyBloc10https://dudodiprj2sv7.cloudfront.net/vendor-logos/gm/f0/FV2I9LNIKTB2-180x180.PNGBrokerageBuilder11Vlocity Insurance Cloud12https://dudodiprj2sv7.cloudfront.net/vendor-logos/A8/Yt/91H6N83TK1EK-180x180.JPEGACAExpress.com13https://dudodiprj2sv7.cloudfront.net/vendor-logos/KO/CJ/20LD1HJL5AGR-180x180.PNGApplied DORIS14https://dudodiprj2sv7.cloudfront.net/vendor-logos/cV/sB/C4CFF5J906IL-180x180.PNGApplied Vision15https://dudodiprj2sv7.cloudfront.net/vendor-logos/cV/sB/C4CFF5J906IL-180x180.PNGAspire Agency16https://dudodiprj2sv7.cloudfront.net/vendor-logos/oU/ll/IZJ235TR4IN1-180x180.PNGInsly17https://dudodiprj2sv7.cloudfront.net/vendor-logos/x6/jN/98UKXMZ1UNPO-180x180.JPEGJenesis18https://dudodiprj2sv7.cloudfront.net/vendor-logos/0v/Pm/HAFL92E0RN2L-180x180.PNGNewton by Agency Systems19https://dudodiprj2sv7.cloudfront.net/vendor-logos/5f/5T/EU2TTSQ7XVT6-180x180.PNGOzone Insuria20https://dudodiprj2sv7.cloudfront.net/vendor-logos/Gj/2G/1941JUJ0TZZW-180x180.PNGQQEvolution221https://dudodiprj2sv7.cloudfront.net/vendor-logos/z7/lp/BKBV5TEC1KAQ-180x180.JPEGSpecial Agent22https://dudodiprj2sv7.cloudfront.net/vendor-logos/5p/SZ/3SH8NV38E1FK-180x180.JPEGEurobase Synergy23https://dudodiprj2sv7.cloudfront.net/vendor-logos/zQ/z7/O2AAWNX11AIM-180x180.PNGVertafore ReferenceConnect24https://dudodiprj2sv7.cloudfront.net/vendor-logos/Tv/Rs/NPT321GJQJUV-180x180.JPEGAgentOne25https://dudodiprj2sv7.cloudfront.net/vendor-logos/73/nE/5KM2BJKHOFDI-180x180.JPEG

Insurance Agency Management Systems

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 Products

Listings (1-25 of 28)

1 Ratings

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.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

HawkSoft offers their insurance agency management software on a contract free monthly basis, and describe it as a highly accessible on mobile devices and an efficient document management system, presenting these among other features.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

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

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

Applied Systems offers DORIS, an insurance agency management software touting full office automation support under one application for smaller but growing agencies.

We don't have enough ratings and reviews to provide an overall score.

Applied Systems offers Vision, an insurance agency management system supporting a plethora of applications electronic import and export of data and general ledger, and also customer contact information management.

We don't have enough ratings and reviews to provide an overall score.

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

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

Newton by Agency Systems in Texas is an insurance agency management system featuring general ledger and vendor management, and advanced reporting dashboard, and some employee management features.

We don't have enough ratings and reviews to provide an overall score.

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

We don't have enough ratings and reviews to provide an overall score.

QQEvolution2 is an insurance agency management software focused on customer relationships, upsells, and marketing, from QQSolutions in Deerfield Beach, Florida.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

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.).

We don't have enough ratings and reviews to provide an overall score.

iPipeline, headquartered in Exton, offers AgentOne to support captive insurance carriers with underwriting, quoting and other agency functions. The software is built on Salesforce and features single sign-on, integration with Salesforce1 for mobile access, advanced reporting and custom workflow.