# Best Insurance Agency Management Systems for Small Business

## 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=6024&focus%5B%5D=18070&focus%5B%5D=44734&focus%5B%5D=18067&focus%5B%5D=1479896&focus%5B%5D=4921&focus%5B%5D=17984)

Highlighted products: Applied Epic, QQCatalyst, AMS360, EZLynx, HawkSoft, Nexsure, AgencyBloc AMS+, and Jenesis.

Underlying data: [Grid® JSON](https://www.g2.com/categories/insurance-agency-management-systems/grids.json?focus%5B%5D=applied-epic&focus%5B%5D=qqcatalyst&focus%5B%5D=ams360&focus%5B%5D=ezlynx-ezlynx&focus%5B%5D=hawksoft&focus%5B%5D=dyad-nexsure&focus%5B%5D=agencybloc-ams&focus%5B%5D=jenesis&segment=small-business)

**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=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=599&secure%5Bchosen_at%5D=2026-08-04T16%3A15%3A21Z&secure%5Bdisplayable_resource_id%5D=599&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=599&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%2Fsmall-business&secure%5Btoken%5D=3e87e039fc429314fe9faa1ad6972eb356b414e0eefd2a2db64541892d6281ec&secure%5Burl%5D=https%3A%2F%2Finfo.dyadtech.com%2Fnexsure-agency-management-system%3Futm_source%3Dg2_click%26utm_medium%3Dpaid%26utm_campaign%3Dalways-on&secure%5Burl_type%5D=custom_url)

### [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)

### [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews)

QQCatalyst® is an insurance agency management system from Vertafore ® that provides independent agencies with operational, marketing, and sales pipeline management tools. QQCatalyst empowers agencies to strengthen their client relationships. It makes business management easy so agents can focus on growing their book of business. KEY CAPABILITIES Automation and simplified workflows help with agency marketing, reporting, and data analysis so clients can take priority. By bringing client data together in one central spot, helpful client information is always within reach. As a cloud-based application, QQCatalyst lets agencies manage their data from anywhere and keep it secure. That always-on connection also makes it simple to customize tools with Orange Partner APIs and stay up to date with Vertafore. QQCatalyst’s efficiency-boosting features include: • Agency intelligence. Automate day-to-day functions and marketing to better serve customers and acquire new ones. • Sales pipeline. Keep tabs on the sales process to identify opportunities, track trends, and grow revenue, all in one place. • Productivity monitoring. Get real-time performance data to identify best practices and recognize top performers. • Client and policy management. Get easy access to the client and policy information you need to offer outstanding customer service. Automate email communications and policy updates. • Customizable dashboards. Keep agency activities, client information, and more data at your fingertips. QQCatalyst is part of Vertafore’s best-in-class suite of solutions for small independent agencies. Deep integrations for PL Rating and AgencyZoom ® reduce duplicate data entry and create connections between the AMS and rater to help package policies. These integrations lead to higher client retention and lower quote times. With its ability to help catch problems early, strategize sales, and track producer performance, agencies using QQCatalyst have achieved client retention rates up to 98.7%.

**Average Rating:** 4.4/5.0

**Total Reviews:** 659

#### How Do G2 Users Rate QQCatalyst?

- **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:** 6.9/10 (Category avg: 7.2/10)
- **Task Management:** 8.5/10 (Category avg: 8.1/10)

#### Who Is the Company Behind QQCatalyst?

- **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:** Agent, Insurance Agent
- **Top Industries:** Insurance, Accounting
- **Company Size:** 95% Small, 1% Medium

#### What Do G2 Reviewers Say About QQCatalyst?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of QQCatalyst, enjoying its convenient navigation and efficient quote management.
- Users highly value QQCatalyst for its **exceptional organization** , significantly improving efficiency and streamlining insurance operations.
- Users find QQCatalyst to be a **simple and easy-to-use tool** that excels in functionality and efficiency.
- Users value the **ease of navigation** and comprehensive tools in QQCatalyst, enhancing their information management experience.
- Users appreciate the **easy data management** of QQCatalyst, making agency organization and client information storage seamless.

##### Cons

- Users face **download issues** , experiencing difficulties in processing and occasional data loss during downloads.
- Users report **slow performance** at times, which can hinder efficiency during urgent tasks.
- Users find the **outdated design** of QQCatalyst unappealing, feeling it lags behind modern platforms in usability.
- Users are frustrated with the **poor reporting** capabilities of QQCatalyst, finding the tools too basic for their needs.
- Users find the **lack of user-friendliness** in QQCatalyst's setup and navigation frustrating, complicating their experience.

#### What Are Recent G2 Reviews of QQCatalyst?

**["Smart, Real-Time Policy Info"](https://www.g2.com/survey_responses/qqcatalyst-review-13096843)**

**Rating:** 5.0/5.0 stars

_— Grant R._

[Read full review](https://www.g2.com/survey_responses/qqcatalyst-review-13096843)

**["Essential for Insurance Agencies, With Room for Mailroom Improvement"](https://www.g2.com/survey_responses/qqcatalyst-review-11986046)**

**Rating:** 5.0/5.0 stars

_— Camryn R._

[Read full review](https://www.g2.com/survey_responses/qqcatalyst-review-11986046)

#### What Are G2 Users Discussing About QQCatalyst?

- [What is QQCatalyst used for?](https://www.g2.com/discussions/what-is-qqcatalyst-used-for) - 1 comment, 1 upvote

### [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

### [HawkSoft](https://www.g2.com/products/hawksoft/reviews)

Since 1995, HawkSoft is a leader in agency management systems for commercial and personal lines agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to only two stakeholders – customers and employees. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies with the tools and technologies you need to succeed in the ultra-competitive modern insurance industry. Turn your agency into an insurtech powerhouse with our strategic software and API Partner integrations.

**Average Rating:** 4.8/5.0

**Total Reviews:** 84

#### How Do G2 Users Rate HawkSoft?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.2/10)
- **Policy Management:** 9.5/10 (Category avg: 8.1/10)
- **Accounting:** 8.5/10 (Category avg: 7.2/10)
- **Task Management:** 9.4/10 (Category avg: 8.1/10)

#### Who Is the Company Behind HawkSoft?

- **Seller:** [Hawksoft](https://www.g2.com/sellers/hawksoft)
- **Year Founded:** 1995
- **HQ Location:** Canby, OR
- **Twitter:** @HawkSoft  
876 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1ad720b9b57214cbad3d8c482b7b6c4ed2bf238b6b6f1118cea9b661dcbf133e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F972560%2F&secure%5Burl_type%5D=linkedin_company_website)  
120 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 95% Small, 2% Large

#### What Do G2 Reviewers Say About HawkSoft?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **centralization** of customer communications and policies in HawkSoft, enhancing efficiency and organization.
- Users value the **excellent customer support** of HawkSoft, which enhances their overall experience and productivity.
- Users value the **excellent communication features** in HawkSoft, especially the ease of text and email integration.
- Users value the **responsive customer support** of HawkSoft, ensuring effective assistance for technical and functional needs.
- Users value the **download efficiency** of HawkSoft, which streamlines operations and enhances daily productivity.

##### Cons

- Users struggle with **integration issues** as HawkSoft lacks bidirectional data transfer with HubSpot, necessitating duplicate entries.
- Users struggle with **managing premium totals** per Agency producer, which complicates collaboration on shared clients.

#### What Are Recent G2 Reviews of HawkSoft?

**["Everything in One Place with Fast Carrier Policy Downloads"](https://www.g2.com/survey_responses/hawksoft-review-12830856)**

**Rating:** 5.0/5.0 stars

_— Josh U._

[Read full review](https://www.g2.com/survey_responses/hawksoft-review-12830856)

**["Hawksoft Is User-Friendly and Convenient to Use"](https://www.g2.com/survey_responses/hawksoft-review-12569703)**

**Rating:** 5.0/5.0 stars

_— Delenis R._

[Read full review](https://www.g2.com/survey_responses/hawksoft-review-12569703)

#### What Are G2 Users Discussing About HawkSoft?

- [What is applied epic?](https://www.g2.com/discussions/hawksoft-what-is-applied-epic) - 2 comments
- [What does EZLynx cost?](https://www.g2.com/discussions/what-does-ezlynx-cost) - 1 comment
- [What is an insurance AMS?](https://www.g2.com/discussions/what-is-an-insurance-ams)
- [Is HawkSoft web based?](https://www.g2.com/discussions/is-hawksoft-web-based)

### [Nexsure](https://www.g2.com/products/dyad-nexsure/reviews)

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.

**Average Rating:** 4.4/5.0

**Total Reviews:** 33

#### How Do G2 Users Rate Nexsure?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.2/10)
- **Policy Management:** 8.5/10 (Category avg: 8.1/10)
- **Accounting:** 7.7/10 (Category avg: 7.2/10)
- **Task Management:** 8.5/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Nexsure?

- **Seller:** [Dyad](https://www.g2.com/sellers/dyad)
- **Company Website:** dyadtech.com
- **Year Founded:** 2000
- **HQ Location:** Boston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0850832f2bf2a5dd26d7ae0e02d1aa5bcfb2b0dc0aac68256161e68aa0227056&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdyadtech&secure%5Burl_type%5D=linkedin_company_website)  
466 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 94% Small, 9% Medium

#### What Do G2 Reviewers Say About Nexsure?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Nexsure's **ease of use** exceptional, making it user-friendly for both new and experienced employees.
- Users appreciate the **continuous improvements** of Nexsure, enhancing workflows and keeping the system up to date.
- Users commend Nexsure for its **efficiency** , highlighting seamless management of tasks and improved user-friendliness.
- Users find Nexsure to be very **intuitive and user-friendly** , making it easy for new employees to navigate.
- Users value the **prompt and helpful support staff** of Nexsure, enhancing overall efficiency and satisfaction.

##### Cons

- Users find Nexsure's **complex process** cumbersome, often leading to frustrations with task completion and navigation.
- Users find the **excessive clicking** necessary for tasks on Nexsure to be frustrating and counterproductive.
- Users face **download issues** that complicate submissions and are time-consuming, impacting overall efficiency in managing renewals.
- Users experience **inconsistent email integration** with Nexsure, often causing manual updates and added inconvenience during workflows.
- Users face **inconsistency issues** with Nexsure, including persistent renewal reminders despite payments and functionality glitches.

#### What Are Recent G2 Reviews of Nexsure?

**["Intuitive Dashboard and Smooth Transition, Awaiting Full Modernization"](https://www.g2.com/survey_responses/nexsure-review-11852390)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/nexsure-review-11852390)

**["Compliance Champion with Room for Reporting Improvement"](https://www.g2.com/survey_responses/nexsure-review-12806836)**

**Rating:** 4.5/5.0 stars

_— Claudia J._

[Read full review](https://www.g2.com/survey_responses/nexsure-review-12806836)

### [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews)

AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention. Manage your company’s leads, prospects, and clients all in one centralized location. Convert more prospects and turn the dial up on your sales team’s initiatives with insurance-specific sales enablement tools. Then, close the loop and improve client retention with dedicated customer and policy management tools designed for the health, benefits, and senior market insurance space. AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth.

**Average Rating:** 4.7/5.0

**Total Reviews:** 42

#### How Do G2 Users Rate AgencyBloc AMS+?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.2/10)
- **Policy Management:** 9.5/10 (Category avg: 8.1/10)
- **Accounting:** 6.1/10 (Category avg: 7.2/10)
- **Task Management:** 9.2/10 (Category avg: 8.1/10)

#### Who Is the Company Behind AgencyBloc AMS+?

- **Seller:** [AgencyBloc](https://www.g2.com/sellers/agencybloc)
- **Year Founded:** 2008
- **HQ Location:** Cedar Falls, Iowa
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fdfd6385010c743f12b83db9f94228622ed5af8f9df99be83a5d97e5d8f2dc&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fagencybloc&secure%5Burl_type%5D=linkedin_company_website)  
145 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 90% Small, 7% Medium

#### What Do G2 Reviewers Say About AgencyBloc AMS+?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **exceptional customer support** of AgencyBloc AMS+, enhancing their overall experience and efficiency.
- Users value the **customization options** in AgencyBloc AMS+, enhancing their agency's efficiency and meeting specific needs.
- Users highlight the **ease of use** of AgencyBloc AMS+, enhancing day-to-day efficiency with user-friendly features.
- Users praise the **easy access** of AgencyBloc AMS+, enhancing daily efficiency and customization for their agency needs.
- Users value the **user-friendly features** of AgencyBloc AMS+, enhancing efficiency and customization for their agency needs.

##### Cons

- Users find the **lack of user-friendliness** frustrating, as it leads to cluttered information and limited editing options.
- Users desire a **more streamlined policy management** system to reduce clutter from multiple active and termed policies.

#### What Are Recent G2 Reviews of AgencyBloc AMS+?

**["User-Friendly Interface, Top-Tier Customer Service"](https://www.g2.com/survey_responses/agencybloc-ams-review-12715086)**

**Rating:** 4.0/5.0 stars

_— James C._

[Read full review](https://www.g2.com/survey_responses/agencybloc-ams-review-12715086)

**["Organized Multi-Agent Commission Management That Works Wonderfully"](https://www.g2.com/survey_responses/agencybloc-ams-review-12536249)**

**Rating:** 4.5/5.0 stars

_— Kristin R._

[Read full review](https://www.g2.com/survey_responses/agencybloc-ams-review-12536249)

#### What Are G2 Users Discussing About AgencyBloc AMS+?

- [What is AgencyBloc used for?](https://www.g2.com/discussions/what-is-agencybloc-used-for)

### [Jenesis](https://www.g2.com/products/jenesis/reviews)

Jenesis Software was founded in 1999 in North Carolina by Eddie Price, with a mission to support independent insurance agencies through intuitive, easy-to-use technology. Today, Jenesis offers web-based agency management systems used by agencies across the United States, along with website creation and SEO services to help agencies grow their online presence. Key AMS features include a pre-fillable ACORD form library, two-way emailing and texting, commission management, IVANS downloads, receipts/invoicing, comparative rating integrations, Zapier connectivity, unlimited data storage, and more. Jenesis equips agencies with the tools they need to operate efficiently, grow their book of business, and retain clients — all while providing industry-leading support and training.

**Average Rating:** 4.7/5.0

**Total Reviews:** 154

#### How Do G2 Users Rate Jenesis?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.2/10)
- **Policy Management:** 9.3/10 (Category avg: 8.1/10)
- **Accounting:** 8.0/10 (Category avg: 7.2/10)
- **Task Management:** 9.2/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Jenesis?

- **Seller:** [Jenesis](https://www.g2.com/sellers/jenesis)
- **Year Founded:** 1999
- **HQ Location:** Forest City, NC
- **Twitter:** @JenesisSoftware  
248 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=72332f0258920148cbf780bce2e55c3edcc0b83d61e121cdcba540cf2caa598d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2100634%2F&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Agent, Insurance Agent
- **Top Industries:** Insurance
- **Company Size:** 93% Small, 1% Medium

#### What Do G2 Reviewers Say About Jenesis?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Jenesis to be incredibly **easy to use** , providing straightforward access to important customer information and policies.
- Users praise Jenesis for its **exceptional customer support** , consistently providing quick and effective assistance with a personal touch.
- Users value the **easy access to customer information** in Jenesis, enhancing efficiency and streamlining operations effectively.
- Users commend Jenesis for its **efficiency in client management** , streamlining workflows and enhancing overall productivity.
- Users commend the **exceptional ease of use** of Jenesis, significantly improving agency management tasks and streamlining operations.

##### Cons

- Users find **certificate management challenging** due to policy visibility issues and organizational inefficiencies in Jenesis.
- Users find **document management confusing** , facing challenges with uploads, downloads, and visibility of deleted policies.
- Users struggle with **email attachment issues** in Jenesis, finding the process clumsy and lacking crucial notifications.
- Users report **download issues** in Jenesis, leading to incorrect policy information and increased confusion in records.
- Users desire a **more flexible email integration** in Jenesis rather than an all-or-nothing approach for teams.

#### What Are Recent G2 Reviews of Jenesis?

**["Easy Setup, Intuitive for Agency Management"](https://www.g2.com/survey_responses/jenesis-review-12007884)**

**Rating:** 4.5/5.0 stars

_— Josh M._

[Read full review](https://www.g2.com/survey_responses/jenesis-review-12007884)

**["A Reliable Ally for Insurance Management"](https://www.g2.com/survey_responses/jenesis-review-12008097)**

**Rating:** 4.0/5.0 stars

_— Ken B._

[Read full review](https://www.g2.com/survey_responses/jenesis-review-12008097)

#### What Are G2 Users Discussing About Jenesis?

- [What does Jenesis do?](https://www.g2.com/discussions/what-does-jenesis-do)
- [What is the use of Jenesis?](https://www.g2.com/discussions/what-is-the-use-of-jenesis)
- [What is applied epic?](https://www.g2.com/discussions/what-is-applied-epic) - 1 comment
- [How much does jenesis cost?](https://www.g2.com/discussions/how-much-does-jenesis-cost)

### [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)

### [InsuredMine](https://www.g2.com/products/insuredmine/reviews)

InsuredMine is a digital platform of integrated Technologies enabling Independent Agents & Carriers to offer Omni-channel experience to their clients. This helps them grow their business by converting more leads, engagement with more contacts, and retaining clients longer. The platform’s features include: CRM for Insurance Agents, Task Manager, Goal Management, Dashboard – Charts, widgets & KPI, Marketing Automation, Sales & Service Pipeline, Opportunities Management, Chat via App & Text, Google Reviews, Insurance Wallet Mobile App .

**Average Rating:** 4.7/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate InsuredMine?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.2/10)
- **Policy Management:** 8.8/10 (Category avg: 8.1/10)
- **Task Management:** 8.7/10 (Category avg: 8.1/10)

#### Who Is the Company Behind InsuredMine?

- **Seller:** [InsuredMine](https://www.g2.com/sellers/insuredmine)
- **Year Founded:** 2018
- **HQ Location:** Plano, US
- **Twitter:** @InsuredMine  
983 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6a77553c621ed425d86af557263b805b94038d6105a5b30445ad4bceb351292&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F16192926%2F&secure%5Burl_type%5D=linkedin_company_website)  
90 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of InsuredMine?

**["InsuredMine has put me back on the rails !!"](https://www.g2.com/survey_responses/insuredmine-review-4639297)**

**Rating:** 5.0/5.0 stars

_— Rajesh V._

[Read full review](https://www.g2.com/survey_responses/insuredmine-review-4639297)

**["Insuredmine is a must have tool for your agency!"](https://www.g2.com/survey_responses/insuredmine-review-7055913)**

**Rating:** 5.0/5.0 stars

_— Jacqueline A._

[Read full review](https://www.g2.com/survey_responses/insuredmine-review-7055913)

#### What Are G2 Users Discussing About InsuredMine?

- [What is InsuredMine used for?](https://www.g2.com/discussions/what-is-insuredmine-used-for)

### [The Agency Advantage](https://www.g2.com/products/the-agency-advantage/reviews)

Agency management software with all of the features and tools agents want and expect.

**Average Rating:** 4.8/5.0

**Total Reviews:** 21

#### How Do G2 Users Rate The Agency Advantage?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.2/10)
- **Policy Management:** 9.4/10 (Category avg: 8.1/10)
- **Accounting:** 9.4/10 (Category avg: 7.2/10)
- **Task Management:** 9.4/10 (Category avg: 8.1/10)

#### Who Is the Company Behind The Agency Advantage?

- **Seller:** [Jenesis](https://www.g2.com/sellers/jenesis)
- **Year Founded:** 1999
- **HQ Location:** Forest City, NC
- **Twitter:** @JenesisSoftware  
248 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=72332f0258920148cbf780bce2e55c3edcc0b83d61e121cdcba540cf2caa598d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2100634%2F&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 90% Small, 10% Medium

#### What Are Recent G2 Reviews of The Agency Advantage?

**["Agency Advantage is wonderful!"](https://www.g2.com/survey_responses/the-agency-advantage-review-5433652)**

**Rating:** 5.0/5.0 stars

_— ashlie g._

[Read full review](https://www.g2.com/survey_responses/the-agency-advantage-review-5433652)

**["Agency Advantage Is..."](https://www.g2.com/survey_responses/the-agency-advantage-review-8479853)**

**Rating:** 4.0/5.0 stars

_— Misty S._

[Read full review](https://www.g2.com/survey_responses/the-agency-advantage-review-8479853)

#### What Are G2 Users Discussing About The Agency Advantage?

- [What is The Agency Advantage used for?](https://www.g2.com/discussions/what-is-the-agency-advantage-used-for)

### [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews)

Bridge Insure offers a comprehensive communication platform tailored specifically for insurance agents and brokers, aiming to streamline client interactions, enhance team collaboration, and drive business growth. By consolidating various communication tools into a single, user-friendly interface, Bridge Insure simplifies the management of client relationships and internal operations. Key Features and Functionality: - Unified Communications: Integrates phone, text, chat, video, and VoIP services into one cohesive platform, ensuring seamless interactions with clients and team members. - Advanced Phone System: Provides automation, insightful analytics, and flexibility, including features like CSR and call reports, screen pop-ups, and integration with CRM and AMS systems. - eSignature and Online Faxing: Facilitates fast and secure paperless agreements, allowing users to manage and track documentation conveniently from any location. - Compliance Management: Automates compliance processes, covering standards such as E&O, PCI, FCC, TCPA, CTIA, and TCR, thereby reducing the risk of non-compliance. - Seamless Integrations: Offers advanced integrations with various agency management systems (AMS) and customer relationship management (CRM) tools, enhancing operational efficiency. Primary Value and Solutions Provided: Bridge Insure addresses the common challenges faced by insurance agencies, such as managing multiple communication channels, ensuring compliance, and maintaining efficient workflows. By unifying these essential functions into a single platform, it reduces the complexity and costs associated with using disparate systems. This integration not only saves time but also enhances productivity, allowing agents and brokers to focus more on building client relationships and growing their business. Additionally, the platform's compliance features provide peace of mind by automating regulatory adherence, thereby mitigating potential risks.

**Average Rating:** 4.6/5.0

**Total Reviews:** 83

#### How Do G2 Users Rate Bridge Insure?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.2/10)
- **Policy Management:** 6.1/10 (Category avg: 8.1/10)
- **Accounting:** 5.6/10 (Category avg: 7.2/10)
- **Task Management:** 6.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Bridge Insure?

- **Seller:** [Bridge Insurance](https://www.g2.com/sellers/bridge-insurance)
- **HQ Location:** Lilburn, Georgia
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=31b6dedf81d1252cde9c4c91436ca4b0363897b7c1c44ddf059ad4d76f41a3d9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbridge-a-redcliffe-company%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Agent, Insurance Agent
- **Top Industries:** Insurance
- **Company Size:** 99% Small, 1% Medium

#### What Do G2 Reviewers Say About Bridge Insure?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **quick and helpful customer service** , enhancing their overall experience with Bridge Insure.
- Users value the **quick and helpful customer support** of Bridge Insure, enhancing their overall service experience.
- Users value the **exceptional staff support** at Bridge Insure, highlighting responsiveness and helpfulness in every interaction.
- Users value the **ease of use** of Bridge Insure, appreciating its straightforward features and excellent support team.
- Users praise the **easy access** to support and features, enhancing their overall experience with Bridge Insure.

##### Cons

- Users feel that the software is **outdated in design** and lacks modern features compared to competitors.
- Users experience **system instability** with Bridge Insure, leading to challenges when the system encounters downtime.
- Users face **email attachment issues** with Bridge Insure, hindering seamless communication and document sharing.
- Users note **feature issues** with Bridge Insure, citing eSign limitations and difficulties in retrieving specific call recordings.
- Users find the **functionality limitations** of Bridge Insure frustrating, as integration options and overall capabilities lag behind competitors.

#### What Are Recent G2 Reviews of Bridge Insure?

**["Solid VOIP for my Insurance Agency Using Dave 4.0"](https://www.g2.com/survey_responses/bridge-insure-review-8317754)**

**Rating:** 5.0/5.0 stars

_— Jim K._

[Read full review](https://www.g2.com/survey_responses/bridge-insure-review-8317754)

**["Bridge Insure Review – A Game-Changer for Insurance Agencies"](https://www.g2.com/survey_responses/bridge-insure-review-11176710)**

**Rating:** 5.0/5.0 stars

_— Justin L._

[Read full review](https://www.g2.com/survey_responses/bridge-insure-review-11176710)

### [NextAgency](https://www.g2.com/products/nextagency/reviews)

NextAgency is the insurance agency management system and CRM its customers would design. As a result, NextAgency ranks as the Best Life & Health Insurance Agency Management Software on the G2 Grid — and is the only platform in the Leaders quadrant of the G2 Grid® for Life & Health Insurance Agency Management. NextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It brings together CRM, marketing, business analytics, compliance tools, and optional commission tracking in a single platform. NextAgency is designed for the way life and health agencies work, not the way generic software assumes they do. Yet it is easy to customize for the way each specific agency works. Agencies use NextAgency to manage the full scope of their day-to-day work: - CRM and policy management: track prospects and clients, manage policies, and build sales pipelines customized for benefits, Medicare, and life insurance - Marketing and communication: send email campaigns and newsletters, launch drip marketing campaigns, sync with Gmail, Outlook and other email clients, and automate renewal reminders and follow-up tasks - Business analytics: over two dozen built-in reports covering book of business, policy renewals, agent activity, and commission reconciliation; understand pipelines through the pipeline view; and use the dashboard to quickly check the current status of key business items like open tasks, case status, and more - Compliance and document management: generate, collect, and store e-signatures on commission disclosure forms, ACA consent forms, and Medicare-required documentation - Commission tracking: import carrier statements, manage sub-agent splits, and generate producer commission reports through the optional NextCommission add-on The platform serves agencies from mom-and-pop shops to regional leaders and is in use across 37 states. NextAgency was launched in 2018 by a team of long-time industry leaders, including two past presidents of NABIP (formerly NAHU). NextAgency is privately owned, independently operated, and answers to its customers. NextAgency respects its customers. That is why it publishes its pricing on its website, provides a 30-day free trial, and offers a month-to-month subscription with no long-term contract required. The company enters into a mutual NDA with each customer. The NDA makes explicit that its customers own their clients’ data and that NextAgency will not market to agencies' prospects and clients. NextAgency’s effort to design the agency management and CRM platform its customers would build themselves is reflected in its reviews on rating sites. For instance, on G2, NextAgency earns 4.8 out of 5 overall, with customer support rated 9.9 out of 10 — the highest in the life and health insurance agency management category. Across G2 and Capterra, NextAgency’s ratio of positive to negative reviews is 6.2 to 1, a ratio greater than those of its peers. The platform integrates with Employee Navigator, BerniePortal, Ease, Intulse, Zapier, GReminder, and others. An interactive comparison tool at www.NextAgency.com allows agencies to evaluate features and pricing alongside leading competitors based on the factors users deem important.

**Average Rating:** 4.8/5.0

**Total Reviews:** 37

#### How Do G2 Users Rate NextAgency?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.2/10)
- **Policy Management:** 9.3/10 (Category avg: 8.1/10)
- **Accounting:** 6.7/10 (Category avg: 7.2/10)
- **Task Management:** 9.4/10 (Category avg: 8.1/10)

#### Who Is the Company Behind NextAgency?

- **Seller:** [Take 44, Inc.](https://www.g2.com/sellers/take-44-inc)
- **Company Website:** www.NextAgency.com
- **Year Founded:** 2015
- **HQ Location:** Simi Valley, California
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=42470d1e25abd9a7b0f52d5d604dca599609dd406721831444cefdea20b82a2b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18113406%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 89% Small, 11% Medium

#### What Do G2 Reviewers Say About NextAgency?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **exceptional customer support** provided by NextAgency, making it highly adaptable for individual and agency needs.
- Users find NextAgency's interface **easy to use** , appreciating its user-friendly design and helpful resources.
- Users love the **efficient consolidation of client information** in NextAgency, making management and service seamless and effective.
- Users appreciate the **comprehensive information** provided by NextAgency, enhancing organization and accessibility for agents.
- Users value the **easy access** to organized information and responsive customer support with NextAgency's comprehensive CRM system.

##### Cons

- Users find some features of NextAgency **initially complex** , making navigation and customization challenging at first.
- Users find the **implementation process challenging** , complicating their overall experience with NextAgency software.
- Users find the **lack of user-friendliness** on smaller screens frustrating, hindering their overall experience with NextAgency.
- Users experience **inaccurate availability updates** that can lead to confusion and disrupt scheduling effectiveness.
- Users find **workflow inefficiency** due to the initial complexity of features and a lack of customization options.

#### What Are Recent G2 Reviews of NextAgency?

**["NextAgency Makes Client and Policy Management Easier"](https://www.g2.com/survey_responses/nextagency-review-11974613)**

**Rating:** 4.5/5.0 stars

_— Satish L._

[Read full review](https://www.g2.com/survey_responses/nextagency-review-11974613)

**["Flexible system with excellent customer support"](https://www.g2.com/survey_responses/nextagency-review-12726424)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/nextagency-review-12726424)

#### What Are G2 Users Discussing About NextAgency?

- [What is NextAgency used for?](https://www.g2.com/discussions/what-is-nextagency-used-for) - 1 comment

### [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)

### [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews)

iLife is the #1 life insurance CRM! iLife is a comprehensive insurance CRM that streamlines processes, optimizes team productivity, and increases sales performance. Agents benefit from our centralized task management, automated data collection, and reduced sales cycle timelines. Agencies using iLife manage teams more effectively, exceed sales targets, and benefit from high client satisfaction. iLife includes all the tools a life insurance agent needs to succeed: e-App, quoting tool, marketing tool, website builder, and marketing content library. Request a demo to see iLife in action!

**Average Rating:** 4.7/5.0

**Total Reviews:** 77

#### How Do G2 Users Rate iLife Technologies?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.2/10)
- **Policy Management:** 9.6/10 (Category avg: 8.1/10)
- **Accounting:** 10.0/10 (Category avg: 7.2/10)
- **Task Management:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind iLife Technologies?

- **Seller:** [iLife Technologies](https://www.g2.com/sellers/ilife-technologies)
- **Year Founded:** 2019
- **HQ Location:** San Francisco Bay Area, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7507f320595ee85ed5e557c574dd98b039bcfaa077a43b4f16e0ec701aacc2c5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Filifetech%2F&secure%5Burl_type%5D=linkedin_company_website)  
113 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Insurance Agent
- **Top Industries:** Insurance, Financial Services
- **Company Size:** 95% Small, 1% Medium

#### What Are Recent G2 Reviews of iLife Technologies?

**["Life Insurance for the new millennium!"](https://www.g2.com/survey_responses/ilife-technologies-review-5086286)**

**Rating:** 5.0/5.0 stars

_— Michael G._

[Read full review](https://www.g2.com/survey_responses/ilife-technologies-review-5086286)

**["A Huge Win For The New Small Business and Independent Insurance Agent"](https://www.g2.com/survey_responses/ilife-technologies-review-6796465)**

**Rating:** 5.0/5.0 stars

_— Kevin J._

[Read full review](https://www.g2.com/survey_responses/ilife-technologies-review-6796465)

#### What Are G2 Users Discussing About iLife Technologies?

- [What is iLife Technologies used for?](https://www.g2.com/discussions/what-is-ilife-technologies-used-for)

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- [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)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated 

Products classified in the overall Insurance Agency Management Systems category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Insurance Agency Management Systems to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Insurance Agency Management Systems category.

In addition to qualifying for inclusion in the Insurance Agency Management Systems category, to qualify for inclusion in the Small Business Insurance Agency Management Systems category, a product must have at least 10 reviews left by a reviewer from a small business.

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