Insurance Agency Management Systems

ALIS is I-Engineering’s solution that offers MGAs/Wholesalers and Program Administrators the ability to automate all insurance business processing from the submission process, rate, quote, bind, policy issuance, accounting, claims, document management and reporting. The web-based…

Fat Agent is a CRM for insurance agencies from the company of the same name headquartered in Columbus, Ohio.

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…

GloveBox is a self-service mobile and web platform for independent agents and their clients to manage their insurance documentation and transaction processes with ease. GloveBox is available as a web app and a mobile app.

Agentero is the premier insurance agency growth engine and client interaction tool.

Equisoft/plan is software to uncover sales opportunities with a tool for analyzing prospect or client insurance and investment needs. Equisoft/plan enables insurance agents to help client understand their risks, and develop a plan to manage them.

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.

Special Agent is an insurance agency management software focusing on customer service and relationship management primarily, from the Massachusetts based company of the same name.

Newton by Agency Systems in Texas is an insurance agency management system featuring general ledger and vendor management, and advanced reporting dashboard, and some employee management features.

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.

Ozone United, headquartered in Oman, offers Ozone Insuria, what they describe as an ERP for insurance brokers, providing business and financial operations automation.

Nexsure is an insurance agency management system from XDimensional Technologies in California, boasting accounting, marketing, document and customer data management features among others, as well as being integrable with third party applications for additional functions.

Xceedance is a global provider of strategic operations support (SOS) headquartered in Boston, which includes consulting, managed services, data sciences, and technology across the entire insurance lifecycle. Xceedance boasts proficiency extending across underwriting, actuarial services,…

LeO is a personable 24/7 customer service solution for the insurance industry powered by AI. LeO helps agents and brokers simplify the way they interact with consumers.

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…

AssuPortal is a CRM for the insurance professional from CUMUS headquartered in Amstelveen in the Netherlands. AssuPortal is location independent and can be used anywhere and on any device (e.g. a smartphone) to ensure the user's administration needs can be managed, as well as customer…

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.…

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.

EbixASP is an online agency management system that requires only Microsoft Internet Explorer 11.0 and a connection to the internet to provide users with access to their data anywhere, anytime, anyplace.

Radiusbob is a software solution that helps the user automate an insurance agency, from Simple Shapes, LLC. Radiusbob manages leads, clients, marketing automation, and sales automation with Integrated VoIP & Call Center Solution.

Vertafore offers Sircon, a suite of products designed to support insurance agency compliance.

EIS Group offers their Core Insurance Suite as an end-to-end solution for personal and commercial (P&C) general insurers, which includes the vendor's application for policy, claims, and billing.