# Best Insurance Agency Management Systems for Medium-Sized Businesses ## How Many Insurance Agency Management Systems Products Does G2 Track? **Total Products under this Category:** 136 ### Category Stats (Aug 2026) - **Average Rating:** 4.01/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** QQCatalyst (+0.57%) - Among all products in this category, QQCatalyst recorded the largest rating increase compared to last month _Last updated: August 04, 2026_ ## How Does G2 Rank Insurance Agency Management Systems Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 5,300+ Authentic Reviews - 136+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Insurance Agency Management Systems ![G2 Grid® for Insurance Agency Management Systems plotting products by satisfaction and market presence](https://www.g2.com/categories/insurance-agency-management-systems/grids.png?focus%5B%5D=18036&focus%5B%5D=17676&focus%5B%5D=18070&focus%5B%5D=44734&focus%5B%5D=18071&focus%5B%5D=17978&focus%5B%5D=44476) Highlighted products: Applied Epic, BenefitPoint, AMS360, EZLynx, Sagitta, Applied TAM, and BindHQ. Underlying data: [Grid® JSON](https://www.g2.com/categories/insurance-agency-management-systems/grids.json?focus%5B%5D=applied-epic&focus%5B%5D=benefitpoint&focus%5B%5D=ams360&focus%5B%5D=ezlynx-ezlynx&focus%5B%5D=sagitta&focus%5B%5D=applied-tam&focus%5B%5D=bindhq&segment=mid-market) **Sponsored** ### Nexsure Nexsure is a highly configurable AMS that unifies workflows, boosts team efficiency, and drives agency growth. Powered by Dyad, agencies of all sizes have put their trust in Nexsure for more than 20 years. Nexsure powers the entire policy lifecycle, starting with its marketing, quoting, and submission tools that streamlines application intake and decreases the time to quote and bind a policy. Nexsure also allows agencies to easily view policy details, and create workflows around renewals, endorsements, certificates, audits, and cancellations. With independent agencies facing a growing number of challenges, Nexsure enables faster submissions, unparalleled policy visibility, and automation where you need it. Your Agency. Your AMS. Your Way. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=599&secure%5Bchosen_at%5D=2026-08-06T21%3A47%3A24Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1479896&secure%5Bresource_id%5D=599&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-agency-management-systems%2Fmid-market&secure%5Btoken%5D=9ac39e85869aa4b2336d4389aa6f809297fdaafc47ffdf563e70bc63b84289e3&secure%5Burl%5D=https%3A%2F%2Fdyadtech.com%2Fproducts%2Fnexsure%2F&secure%5Burl_type%5D=paid_promos) ### [Applied Epic](https://www.g2.com/products/applied-epic/reviews) Applied Epic® is an AI-powered agency management system built for P&C and Benefits insurance agencies and brokerages. It moves beyond a traditional system of record by embedding automation and intelligence into everyday workflows, helping teams reduce manual work, streamline servicing and submissions, and manage the full customer lifecycle in one connected platform. By unifying sales, service, accounting, and Benefits operations with deep insurer connectivity and an open, scalable architecture, Applied Epic provides a single view of the customer and intelligent workflows that improve productivity across roles and locations. Who is Applied Epic best for? Independent agencies and brokerages managing both P&C and Benefits Multi-location firms standardizing processes after mergers or acquisitions Operations leaders seeking consistent workflows, automation, and reporting across roles Producers, CSRs, account managers, Benefits teams, and back-office staff who need to work in one system How Applied Epic is different: Capabilities AI-augmented workflows reduce manual data entry and repetitive tasks True P&C + Benefits in one AMS with centralized data and automation Built for growth; supports acquisitions, multi-entity structures, and scalable workflows Open architecture with deep insurer connectivity and a broad integration ecosystem Mobile access to accounts, policies, tasks and activities so staff can work from anywhere Security and administration Role-based permissions, audit trails, and granular data controls SSO and MFA options with encryption in transit and at rest Cloud delivery with backup and recovery designed for enterprise reliability Implementation Guided onboarding, data conversion, workflow configuration, and training Phased rollouts that minimize disruption across roles and locations Top problems Applied Epic solves: Fragmented systems and data silos across P&C and Benefits Manual, duplicate data entry for quoting, endorsements, renewals and servicing Slow remarketing and limited carrier connectivity for Personal Lines and Commercial Lines Disconnected accounting workflows and reconciliation processes Limited visibility into pipelines, service workload and financial performance Inconsistent client experience across portal, mobile and communication channels Operational impact you can expect: Reduced double entry through connected workflows and insurer integrations Shortened renewals and remarketing cycles with embedded carrier connectivity Streamlined accounting and commission management with insurance-specific financial tools Improved productivity with AI-assisted and role-based automation Enhanced client satisfaction through self-service access and faster service Increased visibility into production, service performance, and profitability **Average Rating:** 4.4/5.0 **Total Reviews:** 1,774 #### How Do G2 Users Rate Applied Epic? - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.2/10) - **Policy Management:** 9.0/10 (Category avg: 8.1/10) - **Accounting:** 7.7/10 (Category avg: 7.2/10) - **Task Management:** 8.6/10 (Category avg: 8.1/10) #### Who Is the Company Behind Applied Epic? - **Seller:** [Applied Systems](https://www.g2.com/sellers/applied-systems) - **Company Website:** www.appliedsystems.com - **Year Founded:** 1983 - **HQ Location:** Chicago, IL - **Twitter:** @AppliedSystems 6,858 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=43a4713d9a6d79f93c3f487e06928124771090eaee51be753d095387ac928fcc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F162482%2F&secure%5Burl_type%5D=linkedin_company_website) 2,808 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Manager, CSR - **Top Industries:** Insurance, Accounting - **Company Size:** 74% Small, 21% Medium #### What Do G2 Reviewers Say About Applied Epic? _AI-generated summary from verified user reviews_ ##### Pros - Users find Applied Epic to be **incredibly user-friendly** , significantly streamlining their work and making tasks easier. - Users appreciate the **extensive features** of Applied Epic, which enhance organization, productivity, and ease of collaboration. - Users highlight the **efficiency** of Applied Epic, enhancing agency operations and simplifying daily tasks significantly. - Users love the **quick and flexible visibility** into data management, enhancing trust in insights and workflow efficiency. - Users appreciate the **workflow efficiency** of Applied Epic, significantly enhancing productivity and simplifying tasks. ##### Cons - Users struggle with a steep **learning curve** due to poor training and complex configurations in Applied Epic. - Users find the **reporting process overly complex** , leading to difficulties in accessing and managing information efficiently. - Users often find the **excessive clicking** required for tasks frustrating and time-consuming in Applied Epic. - Users find **inefficiency** prevalent, as completing tasks and generating reports often requires excessive steps and time. - Users express frustration over **limited customization options** in Applied Epic, impacting configuration and training effectiveness. #### What Are Recent G2 Reviews of Applied Epic? **["Applied Epic - User Friendly and Time Saving"](https://www.g2.com/survey_responses/applied-epic-review-13150026)** **Rating:** 4.0/5.0 stars _— Christal M._ [Read full review](https://www.g2.com/survey_responses/applied-epic-review-13150026) **["Applied Epic centralizes information, streamlines workflows, enhances efficiency, and organization."](https://www.g2.com/survey_responses/applied-epic-review-13139704)** **Rating:** 4.5/5.0 stars _— Kat D._ [Read full review](https://www.g2.com/survey_responses/applied-epic-review-13139704) #### What Are G2 Users Discussing About Applied Epic? - [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) - 1 comment - [Who makes epic medical software?](https://www.g2.com/discussions/who-makes-epic-medical-software) - [What is epic CRM?](https://www.g2.com/discussions/what-is-epic-crm) - [How much does applied epic cost?](https://www.g2.com/discussions/how-much-does-applied-epic-cost) - [What is applied Epic software?](https://www.g2.com/discussions/what-is-applied-epic-software) ### [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) BenefitPoint® is the management system designed for independent insurance agencies that manage employee benefits portfolios. The solution streamlines processes with enhanced workflows, improves revenue accuracy through precise financial tracking and reconciliation, and empowers agencies with data-driven insights. BenefitPoint is also a key solution in AgencyOne®, Vertafore’s integrated platform that connects an agency’s business. AgencyOne provides one user interface, so you can log into your favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across the platform. Throughout the industry, benefits-focused brokers and independent agencies leverage BenefitPoint to manage their business end-to-end. Here are just a few reasons users love this solution: Specialized design: BenefitPoint is built to address a benefits agency’s complex and specific needs. This purpose-built design approach ensures that users can access the tools and features that impact their daily operations. Designed with highly flexible workflows that minimize errors and oversights, the solution eliminates repetitive data entry and improves the user experience. Financial reconciliation: Benefits agencies use BenefitPoint to ensure financial accuracy by aligning estimated commission revenue with actual payments received. This process identifies and mitigates potential financial risks and provides precise financial tracking. With Revenue Tracking and Reconciliation, users can identify lost revenue by matching carrier statements with an estimated revenue. BenefitPoint users report uncovering 2-6% of lost commission earnings with this feature. Data-driven insights: Built with comprehensive analytics and reporting tools, BenefitPoint surfaces valuable and actionable data insights. This information informs decision-making and strategic planning so agencies can proactively address challenges before they become problems. Extensive integration possibilities: BenefitPoint seamlessly integrates with other agency management systems such as AMS360 and Sagitta. The integrations streamline data flow, eliminate data silos, and allow users to build the workflows that work best for them and their business. Client trust and real-time benchmarking BenefitPoint enables agencies to instantly compare and analyze their competitors' rates, plans, and coverages. Armed with this information, they can present a competitive analysis and become trusted advisors for their clients. **Average Rating:** 4.1/5.0 **Total Reviews:** 132 #### How Do G2 Users Rate BenefitPoint? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.2/10) - **Policy Management:** 8.8/10 (Category avg: 8.1/10) - **Accounting:** 10.0/10 (Category avg: 7.2/10) - **Task Management:** 8.2/10 (Category avg: 8.1/10) #### Who Is the Company Behind BenefitPoint? - **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore) - **Company Website:** www.vertafore.com - **Year Founded:** 1969 - **HQ Location:** Denver, CO - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60d3a8fd80656518e345a470771e8fc6dd378de73fe517c3a2f13290816bf3c6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7892%2F&secure%5Burl_type%5D=linkedin_company_website) 3,046 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Manager, Account Executive - **Top Industries:** Insurance, Accounting - **Company Size:** 37% Medium, 33% Large #### What Do G2 Reviewers Say About BenefitPoint? _AI-generated summary from verified user reviews_ ##### Pros - Users find BenefitPoint's **ease of use** exceptional, effortlessly navigating features and accessing information within moments. - Users value the **effective client management** capabilities of BenefitPoint, praising its integration and ease of use. - Users value the **strong data management capabilities** of BenefitPoint, enhancing efficiency and collaboration across teams. - Users find the **comprehensive information** in BenefitPoint beneficial for managing policies and client data effectively. - Users value the **helpful customer support** from BenefitPoint, enhancing their overall experience and satisfaction with the product. ##### Cons - Users express frustration over the **lack of user-friendliness** in BenefitPoint, making navigation and setup challenging. - Users find the **poor reporting** in BenefitPoint creates gaps in necessary information, complicating overall usability. - Users find the **interface clunky** and not user-friendly, complicating navigation and efficiency, especially for infrequent users. - Users face **integration issues** with BenefitPoint, struggling with connectivity and missing fields between different platforms. - Users find **Policy Management challenging** due to usability issues and cumbersome tasks, impacting their overall experience. #### What Are Recent G2 Reviews of BenefitPoint? **["Stellar Performance, Seamless Employee Navigator Integration, and Responsive Support"](https://www.g2.com/survey_responses/benefitpoint-review-13113848)** **Rating:** 5.0/5.0 stars _— Brooke F._ [Read full review](https://www.g2.com/survey_responses/benefitpoint-review-13113848) **["BenefitPoint Advocate"](https://www.g2.com/survey_responses/benefitpoint-review-11401218)** **Rating:** 5.0/5.0 stars _— Melissa J._ [Read full review](https://www.g2.com/survey_responses/benefitpoint-review-11401218) #### What Are G2 Users Discussing About BenefitPoint? - [What is BenefitPoint used for?](https://www.g2.com/discussions/what-is-benefitpoint-used-for) ### [AMS360](https://www.g2.com/de/products/ams360/reviews) AMS360® ist das Agenturverwaltungssystem, das unabhängige Versicherungsagenturen befähigt, ihre Abläufe zu optimieren, Wachstum zu fördern, Arbeitsabläufe zu automatisieren und sich auf das zu konzentrieren, was am wichtigsten ist – ihre Kunden. Agenturen verlassen sich auf AMS360 als ihre zuverlässige Quelle für Kundenkommunikation und -service, Finanzberichterstattung, Vertriebsoperationen, Datenanalyse und Policenverwaltung. AMS360 ist auch die zentrale Lösung für AgencyOne, Vertafore's integrierte Plattform zur vollständigen Vernetzung der Geschäftsprozesse einer Agentur. AgencyOne bietet eine einzige Benutzeroberfläche, sodass Nutzer sich mit einem einzigen Login in ihre bevorzugten Vertafore-Produkte einloggen, eine 360-Grad-Kundensicht genießen, Informationen schnell mit einer Suche finden und sich schnell über die Plattform bewegen können. In der gesamten Versicherungsbranche nutzen unabhängige Agenturen AMS360, um: Ihr Endergebnis zu verwalten. Im Gegensatz zu vielen Agenturverwaltungssystemen, die grundlegende Buchhaltungsfunktionen beinhalten, bietet AMS360 umfassende Buchhaltungsfunktionen mit Hauptbuch. Die Lösung verwaltet Abrechnung und Rechnungsstellung, berechnet Provisionsaufteilungen automatisch und bietet umfassende, anpassbare Finanzberichte. Verwertbare Geschäftseinblicke zu identifizieren. AMS360 bietet datengestützte Einblicke in Vertrieb, Kundenverhalten und andere wichtige Kennzahlen, sodass Agenturen fundierte Geschäftsentscheidungen treffen können. Kundenkommunikation zu fördern. Da AMS360 automatisch mit Vertafore Client Communications und InsurLink integriert ist, können Nutzer die Kundenkommunikation leicht verfolgen, um den Service zu verbessern und in engem Kontakt mit den Kunden zu bleiben. Durch die Automatisierung von Kundenservice-Prozessen bleiben Versicherungsagenturen bei Policenverlängerungen voraus, kommunizieren über Cross-Selling-Möglichkeiten und ziehen Empfehlungen von zufriedenen Kunden an. Über Technologieplattformen hinweg zu integrieren. AMS360 integriert sich nicht nur mit anderen Vertafore-Lösungen – es ist auch darauf ausgelegt, nahtlos mit vielen Versicherern und Drittanbieteranwendungen zu integrieren. Durch die Nutzung seiner offenen API-Architektur können AMS360-Nutzer Technologiestacks aufbauen, die den individuellen Bedürfnissen ihrer Agentur entsprechen. Der Nutzer bestimmt die Liste der möglichen Integrationen, nicht die Software. Leads und Interessenten zu verfolgen. AMS360 verbessert die Konversionsraten, indem es Leads und Interessenten verfolgt und die Angebotsgeschwindigkeit und Policenprozesse erhöht, um mehr Verkäufe abzuschließen. Den Lebenszyklus einer Police zu verwalten. Durch die Integration mit Bewertungslösungen, das Übertragen von Daten über Plattformen hinweg und das automatische Erstellen von Policendokumenten macht AMS360 das Policenmanagement nahtlos und effizient. Dashboards und Arbeitsabläufe anzupassen. AMS360-Nutzer können Dashboards und Berichterstattung an ihre Bedürfnisse und Arbeitsabläufe anpassen. Mit unendlichen Konfigurationsmöglichkeiten sieht kein Dashboard wie das andere aus. **Average Rating:** 4.3/5.0 **Total Reviews:** 955 #### How Do G2 Users Rate AMS360? - **War the product ein guter Geschäftspartner?:** 8.4/10 (Category avg: 8.2/10) - **Verwaltung von Richtlinien:** 8.7/10 (Category avg: 8.1/10) - **Buchhaltung:** 7.4/10 (Category avg: 7.2/10) - **Aufgaben-Management:** 8.1/10 (Category avg: 8.1/10) #### Who Is the Company Behind AMS360? - **Verkäufer:** [Vertafore](https://www.g2.com/de/sellers/vertafore) - **Unternehmenswebsite:** www.vertafore.com - **Gründungsjahr:** 1969 - **Hauptsitz:** Denver, CO - **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60d3a8fd80656518e345a470771e8fc6dd378de73fe517c3a2f13290816bf3c6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7892%2F&secure%5Burl_type%5D=linkedin_company_website) 3,046 Mitarbeiter\*innen auf LinkedIn® #### Who Uses This Product? - **Who Uses This:** Kundenbetreuer, Versicherungsagent - **Top Industries:** Versicherung, Buchhaltung - **Company Size:** 77% Small, 17% Medium #### What Do G2 Reviewers Say About AMS360? _AI-generated summary from verified user reviews_ ##### Pros - Benutzer schätzen die **Benutzerfreundlichkeit** von AMS360, die Aufgaben rationalisiert und die Effizienz bei der Verwaltung von Agenturabläufen verbessert. - Benutzer loben den **schnellen und effektiven Kundensupport** von AMS360, wodurch die Problemlösung nahtlos und effizient wird. - Benutzer schätzen die **nahtlosen Integrationen** mit Outlook und CRM, die Effizienz und Organisation bei der Verwaltung von Kundenprofilen verbessern. - Benutzer schätzen die **benutzerfreundliche Oberfläche** von AMS360 und loben das umfassende Kundenmanagement sowie den ausgezeichneten Kundensupport. - Benutzer schätzen den **einfachen Zugriff** auf Funktionen in AMS360, was ihre Fähigkeit verbessert, Informationen effektiv zu finden und zu verwalten. ##### Cons - Benutzer finden, dass AMS360 an **Benutzerfreundlichkeit** mangelt, da sie Herausforderungen bei der Suche, Navigation und Informationsanzeige haben. - Benutzer finden das **übermäßige Klicken** frustrierend, da es einfache Aufgaben wie das Versenden von E-Mails an Kontakte erschwert. - Benutzer finden eine steile **Lernkurve** bei AMS360, was es für Neulinge in der Software herausfordernd macht. - Benutzer finden das **veraltete Design** von AMS360 umständlich und schwer zu navigieren, was die Gesamtbenutzbarkeit beeinträchtigt. - Benutzer haben mit **langsamer Leistung** bei AMS360 zu kämpfen, insbesondere beim Ausführen von Berichten und während der Provisionsaufteilungen, was die Effizienz beeinträchtigt. #### What Are Recent G2 Reviews of AMS360? **["Vielseitige Plattform mit Raum für Modernisierung"](https://www.g2.com/de/survey_responses/ams360-review-12829467)** **Rating:** 4.5/5.0 stars _— Anthony H._ [Read full review](https://www.g2.com/de/survey_responses/ams360-review-12829467) **["Optimierte Abläufe mit AMS360, kleinere Zugriffsprobleme"](https://www.g2.com/de/survey_responses/ams360-review-12812949)** **Rating:** 5.0/5.0 stars _— Makenzie G._ [Read full review](https://www.g2.com/de/survey_responses/ams360-review-12812949) #### What Are G2 Users Discussing About AMS360? - [Wofür wird AMS360 verwendet?](https://www.g2.com/de/discussions/what-is-ams360-used-for) ### [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) EZLynx is an AI-enabled agency management system and comparative rating platform built for independent insurance agencies. It combines real-time personal lines rating, policy management, automation, and client engagement tools in one cloud solution—helping teams reduce manual entry, automate workflows, and move faster from quote to bind. By unifying rating, service workflows, reporting, and a customer portal in a single platform, EZLynx helps agencies streamline operations, improve retention, and grow premium without adding complexity. Trusted by 37,000+ agencies nationwide, EZLynx includes: EZLynx Rating Engine: Get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Share data across apps to eliminate duplicate entry, compare rates side by side, and streamline cross-carrier remarketing. EZLynx Management System: Centralize quotes, policies, claims, documents, and tasks. Daily carrier downloads keep data current, enabling fast service, proactive renewals, and targeted remarketing with accurate information and organized workflows. Who it’s for: New and growing independent agencies Agency owners, principals, operations leaders, producers, and CSRs What it solves: Cross-carrier personal lines quoting without rekeying Commercial lines submissions - simplified Renewal remarketing and retention tracking Client self-service via a secure customer portal Reporting for productivity, growth, and compliance Automating manual workflows that slow service and sales How it’s different: AI-enabled automation for sales and service workflows AMS + rating on one platform keeps all your data in one system 48-state carrier connectivity for real-time quotes Built-in portal, reporting, and remarketing workflows Implementation and integrations: Cloud-based deployment with guided onboarding Integrates with carrier downloads, email, payments, and eSignature tools Let EZLynx automate the busywork so your team can sell, service, and grow your book of business. **Average Rating:** 4.4/5.0 **Total Reviews:** 708 #### How Do G2 Users Rate EZLynx? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.2/10) - **Policy Management:** 9.0/10 (Category avg: 8.1/10) - **Accounting:** 6.4/10 (Category avg: 7.2/10) - **Task Management:** 8.6/10 (Category avg: 8.1/10) #### Who Is the Company Behind EZLynx? - **Seller:** [EZLynx](https://www.g2.com/sellers/ezlynx) - **Company Website:** www.ezlynx.com - **Year Founded:** 2003 - **HQ Location:** Lewisville, TX - **Twitter:** @EZLynx 1,128 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=952ce44d8089dfbdd71e53208201e795417476cf911fc89a633ed66dbd8edb45&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2745224&secure%5Burl_type%5D=linkedin_company_website) 109 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Insurance Agent, Account Manager - **Top Industries:** Insurance - **Company Size:** 90% Small, 8% Medium #### What Do G2 Reviewers Say About EZLynx? _AI-generated summary from verified user reviews_ ##### Pros - Users find EZLynx extremely **easy to use** , appreciating its efficient data entry and seamless workflow. - Users value the **efficiency** of EZLynx, as it streamlines premium ratings and client management effortlessly. - Users highlight the **user-friendly interface** and valuable features that enhance agency operations and client management. - Users value the **all-in-one platform** of EZLynx for streamlining client management and improving operational efficiency. - Users appreciate the **efficient data management** of EZLynx, simplifying policy tracking and rate comparisons across insurance types. ##### Cons - Users often face **inaccuracy issues** with reports and quotes, leading to frustration and the need for external verification. - Users express frustration with the **poor reporting** , citing difficulty in manipulation and lack of consistency. - Users face a significant **learning curve** with EZLynx, finding it challenging to navigate and utilize its features. - Users note the **limited features** of EZLynx, finding it costly and lacking in necessary functionality for their needs. - Users face **quoting issues** with unavailable deductible options and errors preventing quotes from generating effectively. #### What Are Recent G2 Reviews of EZLynx? **["EZLynx Delivers Clean UI, Strong Integrations, and Time-Saving Automation"](https://www.g2.com/survey_responses/ezlynx-review-12722649)** **Rating:** 5.0/5.0 stars _— Angela D._ [Read full review](https://www.g2.com/survey_responses/ezlynx-review-12722649) **["An Efficient All-in-One Insurance Agency Platform"](https://www.g2.com/survey_responses/ezlynx-review-13106660)** **Rating:** 5.0/5.0 stars _— Luis P._ [Read full review](https://www.g2.com/survey_responses/ezlynx-review-13106660) #### What Are G2 Users Discussing About EZLynx? - [How has EZLynx impacted your insurance agency management, and what improvements could be made?](https://www.g2.com/discussions/how-has-ezlynx-impacted-your-insurance-agency-management-and-what-improvements-could-be-made) - 1 comment - [How much does EZLynx cost per month?](https://www.g2.com/discussions/ezlynx-how-much-does-ezlynx-cost-per-month) - [How many employees does EZLynx have?](https://www.g2.com/discussions/how-many-employees-does-ezlynx-have) - 1 comment - [How do you use the EZLynx rater?](https://www.g2.com/discussions/how-do-you-use-the-ezlynx-rater) - 1 comment - [How much does EZLynx cost per month?](https://www.g2.com/discussions/how-much-does-ezlynx-cost-per-month) - 1 upvote ### [Sagitta](https://www.g2.com/products/sagitta/reviews) Sagitta® is an agency management system purpose-built for large and enterprise independent insurance agencies. Large agencies depend on specialized technology that grows and flexes to accommodate their rapid changes. Sagitta is designed to grow quickly with an expanding enterprise agency. Sagitta is also a central solution for AgencyOne®, Vertafore’s integrated platform that connects an agency’s business. AgencyOne provides one interface across platforms, so users can log into their favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across solutions. Independent insurance agencies leverage Sagitta to: Tailor workflows to manage complex business: Large agencies have large, complex processes. The agency management systems that provide out-of-the-box workflows, forms, fields, and functions don’t cut it for enterprise-sized businesses. Sagitta is highly customizable and allows users to tailor every aspect of the solution to meet individual needs and preferences. Scale quickly as business needs change and grow: Sagitta can handle large volumes of data and users, so it scales as a business grows. Sagitta can keep up with the rapid growth that defines enterprise-level agencies. Secure and control sensitive data: Your data is critical. Sagitta provides robust security features to protect critical data. The solution is configured to restrict data access to designated roles. Audit trails provide a clear view of all system activity, ensuring data integrity and security. Build custom reports and analytics: Large insurance agencies run on data, and Sagitta can handle it. The capacity to analyze complex data is unmatched by any other AMS on the market. Manage advanced accounting tasks: Sagitta’s accounting capabilities are designed to manage large agencies' enterprise-level financial transactions. This advanced accounting capacity means large independent agencies have access to: Automate direct bill reconciliation: Save time and reduce errors with automated invoice matching and reconciliation. Manage accounts payables: Gain precise control over your payables with itemized records and streamlined check processing. Leverage dedicated enterprise-level support and implementation: Implementing and maintaining an enterprise-level AMS is a significant undertaking that requires enterprise-level implementation and support. Vertafore is present and ready to guarantee smooth onboarding, employee adoption, and solution configuration from adoption to full speed ahead. When agencies adopt Sagitta, Vertafore is with them every step of the way. **Average Rating:** 3.9/5.0 **Total Reviews:** 91 #### How Do G2 Users Rate Sagitta? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.2/10) - **Policy Management:** 8.4/10 (Category avg: 8.1/10) - **Accounting:** 8.0/10 (Category avg: 7.2/10) - **Task Management:** 7.4/10 (Category avg: 8.1/10) #### Who Is the Company Behind Sagitta? - **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore) - **Year Founded:** 1969 - **HQ Location:** Denver, CO - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60d3a8fd80656518e345a470771e8fc6dd378de73fe517c3a2f13290816bf3c6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7892%2F&secure%5Burl_type%5D=linkedin_company_website) 3,046 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Manager - **Top Industries:** Insurance, Accounting - **Company Size:** 43% Medium, 31% Large #### What Do G2 Reviewers Say About Sagitta? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **streamlined account management** offered by Sagitta, enhancing efficiency for business managers. - Users appreciate the **customization options** in Sagitta, allowing them to tailor information to their specific needs. - Users value the **secure storage** of multiple data points, enabling extensive and insightful reporting capabilities. - Users value the **secure and extensive reporting** capabilities of Sagitta, enabling insightful data analysis. #### What Are Recent G2 Reviews of Sagitta? **["Essential Tool for Agency Policy Management"](https://www.g2.com/survey_responses/sagitta-review-12630447)** **Rating:** 5.0/5.0 stars _— Brittnie H._ [Read full review](https://www.g2.com/survey_responses/sagitta-review-12630447) **["Highly Customizable, Needs Better Proposal Features"](https://www.g2.com/survey_responses/sagitta-review-12630497)** **Rating:** 4.5/5.0 stars _— Liz Z._ [Read full review](https://www.g2.com/survey_responses/sagitta-review-12630497) #### What Are G2 Users Discussing About Sagitta? - [What is Sagitta used for?](https://www.g2.com/discussions/what-is-sagitta-used-for) ### [Applied TAM](https://www.g2.com/products/applied-tam/reviews) 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. **Average Rating:** 3.4/5.0 **Total Reviews:** 56 #### How Do G2 Users Rate Applied TAM? - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.2/10) - **Policy Management:** 8.2/10 (Category avg: 8.1/10) - **Accounting:** 6.5/10 (Category avg: 7.2/10) - **Task Management:** 7.1/10 (Category avg: 8.1/10) #### Who Is the Company Behind Applied TAM? - **Seller:** [Applied Systems](https://www.g2.com/sellers/applied-systems) - **Year Founded:** 1983 - **HQ Location:** Chicago, IL - **Twitter:** @AppliedSystems 6,858 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=43a4713d9a6d79f93c3f487e06928124771090eaee51be753d095387ac928fcc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F162482%2F&secure%5Burl_type%5D=linkedin_company_website) 2,808 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Insurance - **Company Size:** 73% Small, 25% Medium #### What Do G2 Reviewers Say About Applied TAM? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of managing reports** in Applied TAM, simplifying their data handling processes effectively. - Users appreciate the **ease of report management** in Applied TAM, benefiting from new features introduced yearly. ##### Cons - Users find the **outdated design** of Applied TAM limits workflow consistency and overall user experience. - Users find the **workflow inefficiency** frustrating, leading to inconsistent processes and reliance on outdated systems. #### What Are Recent G2 Reviews of Applied TAM? **["Easy to use agency management system."](https://www.g2.com/survey_responses/applied-tam-review-6623749)** **Rating:** 4.0/5.0 stars _— Verified User in Insurance_ [Read full review](https://www.g2.com/survey_responses/applied-tam-review-6623749) **["Tam Review"](https://www.g2.com/survey_responses/applied-tam-review-6663261)** **Rating:** 4.0/5.0 stars _— Roberta T._ [Read full review](https://www.g2.com/survey_responses/applied-tam-review-6663261) #### What Are G2 Users Discussing About Applied TAM? - [What is Applied TAM used for?](https://www.g2.com/discussions/what-is-applied-tam-used-for) - [What is an agency management systems for insurance?](https://www.g2.com/discussions/what-is-an-agency-management-systems-for-insurance) - [How much does applied epic cost?](https://www.g2.com/discussions/applied-tam-how-much-does-applied-epic-cost) - [What is applied Epic software?](https://www.g2.com/discussions/applied-tam-what-is-applied-epic-software) - [What is applied Tam?](https://www.g2.com/discussions/what-is-applied-tam) ### [BindHQ](https://www.g2.com/products/bindhq/reviews) Agency Operating System for Technology Driven MGAs, Wholesale Brokerages and MGUs. Bind More Business with BindHQ - BindHQs lightning-fast, modern agency operating system enables MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. - BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; nothing to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. - BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your customers - BindHQ’s API-first infrastructure and open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments premium finance, or compliance tools making frictionless transacting a reality. - BindHQ’s integrated accounting, taxation and compliance functions slash your back office costs - creating free cash flow to reinvest in your principal revenue generating assets - your producers and underwriters. - BindHQ's out-of-the-box reports gives you the tools to better manage your business today, while aggregating all your data to guide your strategy for the medium term. **Average Rating:** 4.7/5.0 **Total Reviews:** 15 #### How Do G2 Users Rate BindHQ? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.2/10) - **Policy Management:** 10.0/10 (Category avg: 8.1/10) - **Task Management:** 10.0/10 (Category avg: 8.1/10) #### Who Is the Company Behind BindHQ? - **Seller:** [BindHQ](https://www.g2.com/sellers/bindhq) - **Year Founded:** 2018 - **HQ Location:** New York City, US - **Twitter:** @bindhq 25 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=adc6dd015a067d8e8711d099aff7089544cfa7d441366673b43080f5e822dabf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6422299%2F&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Insurance - **Company Size:** 82% Medium, 18% Small #### What Are Recent G2 Reviews of BindHQ? **["BindHQ is simply amazing!"](https://www.g2.com/survey_responses/bindhq-review-5107962)** **Rating:** 5.0/5.0 stars _— Jason P._ [Read full review](https://www.g2.com/survey_responses/bindhq-review-5107962) **["Claims & Inspections"](https://www.g2.com/survey_responses/bindhq-review-6711251)** **Rating:** 5.0/5.0 stars _— Verified User in Insurance_ [Read full review](https://www.g2.com/survey_responses/bindhq-review-6711251) #### What Are G2 Users Discussing About BindHQ? - [What is BindHQ used for?](https://www.g2.com/discussions/what-is-bindhq-used-for) Spotlight Categories [Expense Management Software](https://www.g2.com/categories/expense-management) [SaaS Backup Software](https://www.g2.com/categories/saas-backup) [User Research Tools](https://www.g2.com/categories/user-research) [Live Chat Software](https://www.g2.com/categories/live-chat) [Zero Trust Networking Software](https://www.g2.com/categories/zero-trust-networking) Similar Categories - [Health Insurance Software](/categories/health-insurance-software) - [Insurance Analytics](/categories/insurance-analytics) - [Insurance Billing](/categories/insurance-billing) - [Insurance Claims Management](/categories/insurance-claims-management) - [Insurance Compliance](/categories/insurance-compliance) - [Insurance CRM](/categories/insurance-crm) - [Insurance Policy Administration Systems](/categories/insurance-policy-administration-systems) - [Insurance Suites](/categories/insurance-suites) - [Life & Health Insurance Agency Management](/categories/life-health-insurance-agency-management) - [Life Insurance Policy Administration Systems](/categories/life-insurance-policy-administration-systems) - [Other Insurance](/categories/other-insurance) - [Property & Casualty Insurance Agency Management](/categories/property-casualty-insurance-agency-management) - [Property & Casualty Policy Administration Systems](/categories/property-casualty-policy-administration-systems) - [Underwriting & Rating](/categories/underwriting-rating) [Browse Insurance Agency Management Systems Themes](/categories/insurance-agency-management-systems/themes)