Best Insurance Agency Management Software

Insurance agency management products help insurance agencies manage their business. These systems provide capabilities of CRM software and marketing automation software to help agents enhance relationships with customers, clients, and prospects. In addition, these tools include back-office features such as automated workflows and commission processing to facilitate agent efforts.

Insurance agency management systems can be implemented across all branches of an insurance agency or utilized on a case-by-case basis. These systems help agencies of all sizes track and maintain relationships with clients, improve marketing and sales efforts, and monitor the sales performance of their agency. Insurance agency management systems can be implemented either as a standalone solution or as the foundation for integrated insurance suites.

To qualify for inclusion in the Insurance Agency Management category, a product must:

  • Store an agency’s client information, including policy documents, notes, and statements
  • Provide reporting tools for sales performance and account status analysis
  • Offer features for automating or streamlining agent workflows
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Insurance Agency Management reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Compare Insurance Agency Management Software

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    Applied Epic is the industrys most technologically advanced, flexible and secure cloud-based agency management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.

    QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. It enables agencies to strengthen customer relationships and ensure effective business management, so they can focus on growing their book of business.

    AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects.

    Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.

    As the management system that created a digital industry, Applied TAM offers visibility into your clients and day-to-day operations. Applied TAM is one of the most widely used management systems in the world, second only to Applied Epic, which is the the world's most widely used management system.

    Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.

    CRM system for Insurance and Financial Services

    EZLynx Agency Management allows you to maximize your agency's potential by increasing your ability to retain current customers while acquiring new business.

    Total Lead Domination (TLD) CRM is specially geared for the insurance sales industry, originally starting with health and life. TLD is the most effective software solution for your sales operation or call center. We have developed our system based off of numerous call center's workflows and continue to add major features and conveniences into the system weekly. The purpose of the CRM is to assist an agency with the following goals: Sales, Communications, Retention, Commissions & Customer Service. We provide the most robust lead consumption, management and distribution tools you would ever need. Our dynamic report column builder is quick, easy and even FUN to use. We provide your CRM, Dialer and VoIP services you can use with our free softphone! Experience the benefit of a fully managed call center solution. Our experts in the insurance industry, sales and call center management are here to help you every step of the way. We solve the big problems and the small problems in ways that are intuitive and easy to use. Ever have trouble integrating with lead vendors? Done at the press of a button. Tired of reuploading leads into your Dialer or manually sending to others? Done automatically after setting up our relay campaigns. Tired of not knowing what your CPA (Cost per Acquisition) is? Or how much to pay your agents? Done automatically with simple to configure vendors and product data. Worried about COMPLIANCE, data access and protection? DONE! Our system is a completely customized query service with baked in protections for PCI, PHI and sensitive company information. Fast, efficient and secure! You will be amazed at how fast our platform runs! Less clicks, and less loading time means more time for sales! Let us take away the tech headaches that come with running a call center, all you need to do is deal with your agents and make the sales. We backup your data, your recordings and give you peace of mind at the end of every day. Give us a try, schedule a demo, let us walk you through all the solutions we have created to problems you don't even realize you have yet. We are in there, in the thick of it with you. Let us lead you through the sales battle and dominate the competition!

    Sagitta provides an insurance solution that meets your enterprise needs and allows for rapid growth through acquisitions or traditional methods. It also supports your complex and specialty lines of business.

    Agency management system for employee benefits. Centralize client information, generate RFPs, and track commissions and variance. Real time system data reporting. Integrates with Microsoft Office Suite.

    Macaw Agency Management System supports the functions and workflows of Insurance Agencies, Brokers and Managing General Agents. The functional areas supported are CRM, Sales, Underwriting, Policy management, Claims recording and tracking, Billing, Payments, Customer self-service and Producer self-service. The front end is responsive and mobile-enabled. The insurance products across lines of business are configurable, and hence easy to change. The Rating and Underwriting capabilities are extremely detailed and flexible. Macaw has a built-in Document Manager, a built-in Analytics Engine and ready adapters for many inter-connected utilities like Payment gateways, Automated email marketing tools and Telephony providers.

    Agency management system designed for independent insurance agencies and brokers.

    Nexsure is a comprehensive platform which provides all of the features you need to run an insurance agency.

    SIMPLIFY THE OVERWHELMING with one powerful solution designed specifically for insurance carriers & brokerages in the health and P&C insurance markets. Telephone, direct mail and web lead integration. Automated lead distribution to call center, captive agents and broker agents. Integrated quoting. Enrollment solutions for all sales channels. Policy management and unrivaled dashboard and reporting.

    Applied DORIS is an easy-to-use online agency management system enabling smaller agencies to remain competitive and grow their business.

    Athena is a web-based insurance software bring together the latest technology innovations and specific business needs of insurance agents and brokers. Athena comes in two different flavors, one is life insurance software and the other is general insurance software. Though two different products, the common architecture is used making it very easy to integrate this as one product for organization users.

    TechCanary is a technology company that provides software solutions specifically to insurance agencies and agents. In 2012 a strategic partnership was formed with Salesforce.com and TechCanary to build a combined solution of an Agency Management System (AMS) and a Customer Relationship Management System (CRM). The combined solution is TechCanary's Core product Canary AMS.

    Commission management software for the insurance industry.

    Agency management with document imaging including ACORD, carrier, commission, claim download, and more.

    Newton by Agency Systems provides insurance agencies of all sizes with reliable, full featured insurance agency management software.

    Features a calendar, reminders for employees, task lists, reports, logs, and more.

    AccuAgency's web-based solution integrates agency management, document storage, and rating into one easy to use software service. It also offers agency websites, 24/7 Consumer Rating, and partner products to help increase your agencys revenue.

    Insurance agency management software that allows you to manage your book of business, your staff and your office from anywhere.

    General agent management software for the employee benefits business.

    Insurance agency management solution with features such as recording conversations with prospects and tracking revenue streams.

    NowCerts offers automated updates of your policy information from carrier databases.

    Partner XE by SIS is a feature-rich, cloud-based agency management system that streamlines workflow and increases productivity for independent agents nationwide

    Omni-Channel Policy, Benefit Plan and Customer Insurance Applications in the Cloud

    Agency Management Anywhere is an online agency management system that allows you to manage your agency from anywhere in the world in real time.

    Applied Vision enables agencies to manage complicated business structures with ease for growth and profitability.

    Aspire Agency Management is a revolutionary agency management system brought to you by Impowersoft.

    CRM with lead tracking, quote engine and commission calculation included. Integrated dialer.

    Digital applications that deliver compelling user journeys across marketing, sales, service, and claims. Deploy Guidewire Digital products with Guidewire InsurancePlatform to drive customer centricity, business agility, and profitability.

    Imprezzio is an insurance marketing automation suite that includes lead management, sales management and reporting analysis.

    Insly Insurance Software Debt Management helps you manage overdue invoices by sending automatic reminders to clients.

    Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.

    A web portal for insurance brokers to improve international insurance program management and increase client satisfaction.

    Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. We offer a knowledgeable and friendly support staff that makes for an easy transition to a new automation system. Imagine a full featured management system supported by a team of insurance and software professionals that is ready to answer your questions immediately! Conversions from other management systems available.

    Ozone Insuria is an easy to use Insurance Brokers Management Software designed and developed at par with business specific demands of the insurance brokers/ agents.

    Commercial insurance management system designed for Canadian Insurance Brokers only.

    Customer relationship management and accounting contracts system for insurance agents and brokers.

    Xanatek offers complete agency management, including industry standards ACORD Forms, eMessages, eDocs, downloads, as well as client and prospect management.

    ACAExpress.com provides insurance agents the power to stay ahead in an ever-changing industry.

    An impressive new version for the best cloud-based Agency Management Software. Maximize your agency's potential, increase your sales, retain customers, organize tasks and get a high efficiency level keeping you up-to-date with key indicators

    Agency Management System software for your insurance agency that works!

    Affordable web-based insurance agency management system designed for personal and commercial lines of business.

    AgencyIntelligence puts the most important tools right at your fingertips. We've added hundreds of new features to boost productivity, support the latest changes in compliance, and make everyday tasks easier. Starting from the beginning of the customer life cycle, AgencyIntelligence makes it easy to organize leads, assign call campaigns, and maximize contact with potential clients.

    Latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc.

    Learn More About Insurance Agency Management Software