Insurance Agency Management Systems
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,…
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…
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…
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.
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:
Data management and storage
Sales team support
Detailed reports and analytics
Insurance Agency Management System Comparison
When comparing Insurance Agency Management Systems, consider the following factors:
Ease of Use: Customers will need to navigate the system when interacting with insurance agents and updating their policies.
Data Storage: Insurance Agency Management Systems are available through cloud-based or Software as a Service (SaaS) platforms.
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.