Insurance Agency Management Systems

Insurance Agency Management Systems Overview

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

(1-25 of 36) Sorted by Most Reviews

BindHQ
0 ratings
5 reviews
BindHQ is a SaaS technology platform that provides the software, tools, and insights used by MGAs, MGUs & Wholesale Brokerages to supercharge their performance. As an all-in-one cloud-based solution, BindHQ enables its users to work any time, anywhere, and on any device, and provides configur…
Applied Epic
5 ratings
4 reviews
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.
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
0 ratings
1 review
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.
Vertafore ReferenceConnect
0 ratings
1 review
Vertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.
AMS360
4 ratings
1 review
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.
Sagitta
0 ratings
1 review
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
1 rating
1 review
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 Agency Management
2 ratings
1 review
EZLynx in Texas offers their Agency Management System as a system for centralizing and managing customer information and automation for the daily workflow.
Applied TAM
2 ratings
1 review
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.
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 to date in your man…
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.
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.
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.
QQEvolution2
QQEvolution2 is an insurance agency management software focused on customer relationships, upsells, and marketing, from QQSolutions in Deerfield Beach, Florida.
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.
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.
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.).
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.
AgentOne
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.
EbixAdvantage
Ebix, headquartered in Johns Creek, offers EbixAdvantage, the company's insurance agency management suite designed to meet the needs of property and casualty insurers.
ACIA
Aspire Systems offers ACIA, a business operations suite for insurance companies.
Applied Analytics
Applied Systems offers Applied Analytics tool, for agency management providing insurance data analytics for the business to access multiple levels of analysis on key performance indicators, such as an agency’s book of business, employee operations and insurer relationships.
Applied Mobile
Applied Mobile is an insurance agent mobile application to bring client, policy and sales information from an agency management system to mobile devices, allowing agents to stay connected on the go with a direct link back to the office.
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 to renewal in a…
Equisoft/manage
Equisoft/manage (formerly Equisoft Composite) is a SaaS policy administration solution using low-risk, production‑ready digital business processes.

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.