Insurance Agency Management Systems

Best Insurance Agency Management Systems include:

Applied Epic, AMS360, EZLynx Agency Management, BindHQ, AgencyBloc AMS+, Applied TAM, QQCatalyst, Applied Vision, HawkSoft and Newton by Agency Systems.

All Products

(1-25 of 171)

1
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.

2
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,…

3
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.

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4
Zywave Sales Cloud - Agency Management

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

5
AgencyBloc AMS+

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.

6
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.

7
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.

8
Ebix SmartOffice

Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and…

9
Life Design Analysis

Life Design Analysis is a life insurance sales enablement software. It is designed to help insurance agencies present and sell policy options to potential customers. Life Design Analysis has the capability to create reports comparing different policies and make presentations from…

10
Vertafore ReferenceConnect

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

11
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.

12
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.

13
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…

14
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…

15
Contemi Seamless.insure

Contemi Solutions helps financial service providers with automation programs of companies in insurance, capital markets, and asset & wealth management and wider financial services space across Europe, Asia and ANZ, through what they present as client-centric solutions and services.…

16
Agiliux Insurance Software Solutions

Agiliux offers cloud-based solution for insurance businesses used to digitize operations, including agency management, and an agency customer relationship management platform (CRM).

17
PolicyFlow
0 reviews

Insurance broker management software designed by insurance brokers, built by software engineers. PolicyFlow is a configurable, ready-made, web-based solution utilising cloud technology.

18
SchemeServe
0 reviews

Hosted in the cloud for MGAs, brokers and insurers, the SchemeServe platform boasts flexibility. It enables insurance professionals to create, rate and underwrite scheme insurance. Based in the UK, SchemeServe states their eponymous platform serves hundreds of insurance products…

19
SSP Worldwide
0 reviews

SSP is a global supplier of technology systems and software for the insurance industry, that, with software, helps brokers, insurers and MGAs operate more efficient businesses. The software suite's functionalities are tailored to meet the specific needs of either brokers, insurers,…

20
ClpHub
0 reviews

ClpHub is a global provider of cloud-based insurance solution designed for all size insurance companies. They provide policy, claims, accounts, invoices, tasks management systems. Their SaaS platform delivers flexibility for managing business processes and simplifies the communication…

21
Rhoads PCRM
0 reviews

PCRM is the name of Rhoads’ insurance broker licensing software. It is cloud-based and configurable, and provides tracking, filing, along with requirement reminders and a variety of reporting tools related to the compliance management process. As a cloud-based software, PCRM stores…

22
BrokerEdge
0 reviews

BrokerEdge is insurance broker management software that supports all lines of the insurance business. The broker software offers core automation and connectivity to enable insurance brokers to meet growing customer expectations with increased efficiency and efficacy. As an on-demand,…

23
Smart Agent
0 reviews

Smart Agent is an Insurance policy management app for Insurance agents or agencies. It can be used for any kind of insurance (life, general, motor etc) & it can be managed with any company policy in it. Insurance agents also create their website & get more customers from…

24
QQEvolution2
0 reviews

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

25
ACIA
0 reviews

Aspire Systems offers ACIA, a business operations suite for insurance companies.

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.


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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.