# 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** ### Rockbot Rockbot is a comprehensive media-for-business solution designed to enhance in-location customer experiences through a unified platform that offers fully licensed music, TV, digital signage, and retail media advertising. Established in 2010, Rockbot has positioned itself as a leader in the industry, equipping businesses with the necessary tools to effectively engage customers and foster an inviting atmosphere that promotes loyalty and satisfaction. Targeting a diverse audience that includes large corporations, franchises, and small to medium-sized businesses (SMBs), Rockbot serves various sectors such as retail, fitness, hospitality, and dining. The platform is particularly advantageous for businesses aiming to create a cohesive brand experience across multiple locations. By integrating different types of media, Rockbot enables businesses to customize their content to reflect their brand identity and cater to customer preferences, ensuring that every visit leaves a lasting impression. One of Rockbot's standout features is its ability to deliver curated music playlists that resonate with the brand's image and the demographic of its clientele. This capability not only enhances the overall ambiance but also helps set the right mood for various times of the day or special events. Furthermore, Rockbot's digital signage functionality allows businesses to showcase promotional content, announcements, or engaging visuals that capture customer attention and drive sales, thereby enhancing the overall customer experience. In addition to its media offerings, Rockbot provides a robust advertising solution that enables businesses to monetize their media space. By collaborating with trusted brands, businesses can generate additional revenue while delivering relevant content to their customers. This dual focus on enriching customer experiences while creating revenue opportunities distinguishes Rockbot in the competitive media-for-business landscape. With the support of Google Ventures and a client roster that includes well-known names like Planet Fitness, Walmart, Shake Shack, and Ashley Furniture, Rockbot has demonstrated its reliability and effectiveness. The platform is designed with user-friendliness in mind, allowing businesses to manage their media content with ease. This simplicity, combined with the ability to customize and adapt content in real-time, makes Rockbot a valuable asset for any business seeking to enhance its customer engagement strategy. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=599&secure%5Bchosen_at%5D=2026-08-05T02%3A13%3A25Z&secure%5Bdisplayable_resource_id%5D=1838&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=100407&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=100407&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=fe34975d72a0fa7f39760f288fff2250bfe78c70c1cd4ef9505c307ba7cd0a04&secure%5Burl%5D=https%3A%2F%2Fbuy.rockbot.com%2Ftrial&secure%5Burl_type%5D=free_trial) ### [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) 3,039 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/products/ams360/reviews) AMS360® is the agency management system that empowers independent insurance agencies to streamline operations, drive growth, automate workflows, and focus on what matters most—their clients. Agencies depend on AMS360 as their source of truth for client communications and servicing, financial reporting, sales operations, data analysis, and policy management. AMS360 is also the central solution for AgencyOne, Vertafore’s integrated platform for connecting an agency’s business end-to-end. AgencyOne provides one interface, 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 the platform. Throughout the insurance industry, independent agencies leverage AMS360 to: Manage their bottom line. Unlike many agency management systems that include basic bookkeeping features, AMS360 features full general ledger accounting capabilities. The solution manages billing and invoicing, auto-calculates commission splits, and provides comprehensive, customizable financial reports. Identify actionable business intelligence. AMS360 provides data-based insights into sales, client behavior, and other key metrics so agencies can make accurate business decisions. Drive client communications. Because AMS360 is automatically integrated with Vertafore Client Communications and InsurLink, users can easily track client communications to improve service and stay in close contact with clients. By automating client-service processes, insurance agencies stay ahead of policy renewals, communicate about cross-sell opportunities, and draw referrals from happy clients. Integrate across technology platforms. AMS360 doesn’t just integrate with other Vertafore solutions—it is also built to integrate seamlessly with many carrier and third-party applications. By leveraging its open API architecture, AMS360 users can build tech stacks that meet their agency’s individual needs. The user sets the list of possible integrations, not the software. Track leads and prospects. AMS360 improves conversion rates by tracking leads and prospects and increasing the quoting speed and policy processes to close more sales. Manage a policy’s lifecycle. Integrating with rating solutions, populating data across platforms, and automatically generating policy documents, AMS360 makes policy management seamless and efficient. Customize dashboards and workflows. AMS360 users can customize dashboards and reporting to match their needs and workflows. With endless configuration options available, no two dashboards look the same. **Average Rating:** 4.3/5.0 **Total Reviews:** 955 #### How Do G2 Users Rate AMS360? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.2/10) - **Policy Management:** 8.7/10 (Category avg: 8.1/10) - **Accounting:** 7.4/10 (Category avg: 7.2/10) - **Task Management:** 8.1/10 (Category avg: 8.1/10) #### Who Is the Company Behind AMS360? - **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) 3,039 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Manager, Insurance Agent - **Top Industries:** Insurance, Accounting - **Company Size:** 77% Small, 17% Medium #### What Do G2 Reviewers Say About AMS360? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of AMS360, streamlining tasks and enhancing efficiency in managing agency workflows. - Users commend the **quick and effective customer support** of AMS360, making issue resolution seamless and efficient. - Users appreciate the **seamless integrations** with Outlook and CRM, enhancing efficiency and organization in managing client profiles. - Users value the **easy-to-use interface** of AMS360, appreciating its comprehensive client management and excellent customer support. - Users value the **easy access** to features in AMS360, enhancing their ability to find and manage information effectively. ##### Cons - Users find AMS360 to lack **user-friendliness** , facing challenges with searches, navigation, and information display. - Users find the **excessive clicking** frustrating, as it complicates simple tasks like emailing contacts. - Users find a steep **learning curve** with AMS360, making it challenging for those new to the software. - Users find the **outdated design** of AMS360 cumbersome and difficult to navigate, detracting from overall usability. - Users face **slow performance** with AMS360, particularly when running reports and during commission splits, hindering efficiency. #### What Are Recent G2 Reviews of AMS360? **["Streamlined Operations with AMS360, Minor Access Glitches"](https://www.g2.com/survey_responses/ams360-review-12812949)** **Rating:** 5.0/5.0 stars _— Makenzie G._ [Read full review](https://www.g2.com/survey_responses/ams360-review-12812949) **["Versatile Platform with Room for Modernization"](https://www.g2.com/survey_responses/ams360-review-12829467)** **Rating:** 4.5/5.0 stars _— Anthony H._ [Read full review](https://www.g2.com/survey_responses/ams360-review-12829467) #### What Are G2 Users Discussing About AMS360? - [What is AMS360 used for?](https://www.g2.com/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) 111 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) 3,039 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) 11 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Insurance - **Company Size:** 82% Medium, 18% Small #### What Are Recent G2 Reviews of BindHQ? **["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) **["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) #### What Are G2 Users Discussing About BindHQ? - [What is BindHQ used for?](https://www.g2.com/discussions/what-is-bindhq-used-for) Spotlight Categories [Employee Engagement Software](https://www.g2.com/categories/employee-engagement) [Contract Management Software](https://www.g2.com/categories/contract-management) [A/B Testing Tools](https://www.g2.com/categories/a-b-testing-tools) [Quality Management Systems (QMS)](https://www.g2.com/categories/quality-management-qms) [Compensation Management Software](https://www.g2.com/categories/compensation-management) 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)