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 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.
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.
Vertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.
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 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 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.
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 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 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.
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.
QQEvolution2 is an insurance agency management software focused on customer relationships, upsells, and marketing, from QQSolutions in Deerfield Beach, Florida.
Ozone United, headquartered in Oman, offers Ozone Insuria, what they describe as an ERP for insurance brokers, providing business and financial operations automation.
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.
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 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.
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.
Ebix, headquartered in Johns Creek, offers EbixAdvantage, the company's insurance agency management suite designed to meet the needs of property and casualty insurers.
Aspire Systems offers ACIA, a business operations suite for insurance companies.
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 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.
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 (formerly Equisoft Composite) is a SaaS policy administration solution using low-risk, production‑ready digital business processes.