### Contents

- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Insurance Agency Management Systems Resources

##### Glossary Terms, Discussions, and Reports to expand your knowledge on Insurance Agency Management Systems

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Insurance Agency Management Systems Glossary Terms

[![Insurance Claim](https://learn.g2.com/hubfs/G2CM_GI701_Glossary_Article_Images_%5Binsurance_claim%5D_V1a.png "Insurance Claim")](https://www.g2.com/glossary/insurance-claim-definition)

[Insurance Claim](https://www.g2.com/glossary/insurance-claim-definition)

An insurance claim requests reimbursement for insured damages during unforeseen events. Learn more about the types, benefits, and how to process claims.

by Sagar Joshi

Explore our Technology Glossary

Browse through dozens of terms to better understand the products you purchase and use everyday.

[Find new features](https://www.g2.com/glossary)

## Insurance Agency Management Systems Discussions

0

Question on: Partner Platform
[Is there a mobile app?](/discussions/is-there-a-mobile-app-0ba64438-be41-43c8-a24f-4a2440866686)

Yes, your agency can get an agency-branded mobile app that allows clients to get an Auto ID card, get a certificate, report a claim, make a payment, and more from the palm of their hand. Your agency's mobile app will be available in the Apple and Google Play stores.

Answered: Adam Rapp on October 17, 2019

[Your answer](/discussions/is-there-a-mobile-app-0ba64438-be41-43c8-a24f-4a2440866686/comments/new?remote=true)

0

Question on: Partner Platform
[Is there a mobile app?](/discussions/is-there-a-mobile-app-0ba64438-be41-43c8-a24f-4a2440866686)

Yes, your agency can get an agency-branded mobile app that allows clients to get an Auto ID card, get a certificate, report a claim, make a payment, and more from the palm of their hand. Your agency's mobile app will be available in the Apple and Google Play stores.

Answered: Adam Rapp on October 17, 2019

[Your answer](/discussions/is-there-a-mobile-app-0ba64438-be41-43c8-a24f-4a2440866686/comments/new?remote=true)

0

Question on: Partner Platform
[What's the difference between built-in full general ledger accounting and an accounting integration?](/discussions/what-s-the-difference-between-built-in-full-general-ledger-accounting-and-an-accounting-integration)

Partner Platform has built-in full general ledger accounting which is designed specifically for independent insurance agents and includes Premium Trust Accounting. Third-party integrations often cannot properly manage the special requirements that an independent insurance agency has.

Answered: Adam Rapp on October 17, 2019

[Your answer](/discussions/what-s-the-difference-between-built-in-full-general-ledger-accounting-and-an-accounting-integration/comments/new?remote=true)

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## Insurance Agency Management Systems Reports

Momentum Grid® Report for Insurance Agency Management Systems

Summer 2026

G2 Report: Momentum Grid® Report

Mid-Market Grid® Report for Insurance Agency Management Systems

Summer 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Insurance Agency Management Systems

Summer 2026

G2 Report: Grid® Report

Grid® Report for Insurance Agency Management Systems

Summer 2026

G2 Report: Grid® Report

Grid® Report for Insurance Agency Management Systems

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Insurance Agency Management Systems

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Insurance Agency Management Systems

Spring 2026

G2 Report: Momentum Grid® Report

Mid-Market Grid® Report for Insurance Agency Management Systems

Spring 2026

G2 Report: Grid® Report

Grid® Report for Insurance Agency Management Systems

Winter 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Insurance Agency Management Systems

Winter 2026

G2 Report: Grid® Report