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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    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.

    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.

    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.

    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.

    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.

    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 Ser

    An agency management system for today's benefits broker. Streamline account tracking, unravel complex commission tracking and leverage in-depth reporting with BrokerageBuilder. Say goodbye to time-consuming renewals by streamlining the entire request for proposal (RFP) process. Create industry-leading RFPs in minutes and easily send them to multiple carriers using BrokerageBuilder.

    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 extrem

    BriteCore
    (8)4.7 out of 5
    Optimized for quick response
    Optimized for quick response

    BriteCore provides a comprehensive Property and Casualty Insurance processing suite to insurers. BriteCore was built from the ground up using the latest modern technology. Deployed using the Amazon Web Services cloud, our enterprise-level software is continually updated to guarantee maximum security, efficiency, and durability at scale. More than 50 insurance carriers, MGAs, and start-ups rely on BriteCore to increase speed to market, improve competitive position, and support growth. Visit www.b

    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.

    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.

    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.

    Commission management software for the insurance industry.

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

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

    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.

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

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