Insurance Agency Management Systems

Insurance Agency Management Systems Overview

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 57) Sorted by Most Reviews

The list of products below is based purely on reviews (sorted from most to least). There is no paid placement and analyst opinions do not influence their rankings. Here is our Promise to Buyers to ensure information on our site is reliable, useful, and worthy of your trust.

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.

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,…

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.

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.

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.

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.

AgencyBloc

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.

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…

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…

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…

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.

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…

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.

Vertafore ReferenceConnect

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

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…

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.

QQEvolution2

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

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.

InsureEdge

Damco’s InsureEdge is insurance software that helps companies in organizing their books of business and run their core operations more efficiently. It automates and streamlines a number of core business processes.The modular insurance management software can integrate with various…

Rhoads PCRM

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…

Benelinx -  Agency Management System

Benelinx is an agency management solution for the employee benefits industry. The software provides benefits brokers with an integrated approach to agency management, automating day-to-day operations, sales & renewals, and client services within a secure, cloud-based platform.…

Smart Agent

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…

MACAW Agency Management System

MACAW AMS Software is an insurance agency management software (AMS). MACAW AMS system is built on a cloud based customer centric model and includes features designed to make it easier for Brokers, Agency or MGAs to focus on generating sales and generate revenue. It enables users…

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.