Insurance Agency Management Systems

Best Insurance Agency Management Systems include:

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

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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.