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.
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 33)
Applied TAM was an insurance agency management platform supporting customer care for the insured with customer policy management, and also employee management and onboarding. It has been discontinued.
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.
QQCatalyst is an insurance agency management platform described by the vendor QQSolutions as easy to learn and use, with internal CRM and marketing automation.
EZLynx in Texas offers their Agency Management System as a system for centralizing and managing customer information and automation for the daily workflow.
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.
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.
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.
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.
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.
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.
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.
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.
DORIS was an insurance agency management software touting full office automation support under one application for smaller but growing agencies. It has been discontinued.
Vision was an insurance agency management system with functionalities including electronic import and export of data and general ledger, and also customer contact information management. It has been discontinued.
Aspire Agency is an insurance agency management platform from Impowersoft, featuring CRM, policy and payment management, and marketing automation.
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.
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.
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.
Ozone United, headquartered in Oman, offers Ozone Insuria, what they describe as an ERP for insurance brokers, providing business and financial operations automation.
QQEvolution2 is an insurance agency management software focused on customer relationships, upsells, and marketing, from QQSolutions in Deerfield Beach, Florida.
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.
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.).
Vertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.
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.