# Best Insurance Agency Management Systems for Small Business - Page 2 ## 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** ### Momentum AMP, formerly Nowcerts Momentum AMP is a modern, cloud-based Agency Management System (AMS) purpose-built for independent insurance agencies. Designed with input from real insurance professionals, Momentum AMP helps agencies streamline operations, automate follow-ups, and improve client communication—all within one intuitive, browser-based platform. Unlike legacy AMS platforms or generic business tools, Momentum AMP is built specifically for the workflows of independent agencies. With AI-powered features to surface key insights, automate tasks, and reduce manual data entry, the platform enables teams to work faster and more efficiently—whether they're focused on new business, renewals, or client service. Momentum AMP includes robust tools for email tracking, texting, task management, automation, and reporting, giving producers and service teams everything they need to stay on top of client needs and close more business. It's fully Mac-compatible and mobile-friendly, ensuring teams can access their work from anywhere, on any device. What truly sets Momentum AMP apart is our unified approach to agency operations. Agencies no longer need to juggle fragmented tools or spend time building workarounds. Instead, Momentum delivers a cohesive experience that simplifies day-to-day tasks, supports collaboration, and empowers users with smart, proactive workflows. With fast onboarding, a clean user interface, and ongoing enhancements based on real-world feedback, Momentum AMP gives agencies the flexibility and power they need to grow—without the complexity of traditional AMS systems. Whether you're looking to improve productivity, enhance client service, or modernize your operations, Momentum AMP delivers the tools and intelligence to help your agency thrive. [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=2026-08-11T04%3A32%3A41Z&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=17982&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%3Fpage%3D2&secure%5Btoken%5D=ec0272ad5491bbe27bce21fbb202de89aabd9a60a4abe934476034da0ab92d5c&secure%5Burl%5D=https%3A%2F%2Fmomentumamp.com%2F&secure%5Burl_type%5D=company_website) ### [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) - **Insurance 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) ### [AgencySmart](https://www.g2.com/products/agencysmart/reviews) AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable. CONTACT OR SCHEDULE A DEMONSTRATION HERE --\> https://agencysmart.com/schedule-a-demonstration/ **Average Rating:** 4.8/5.0 **Total Reviews:** 38 #### How Do G2 Users Rate AgencySmart? - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.2/10) - **Insurance Policy Management:** 10.0/10 (Category avg: 8.1/10) - **Accounting:** 9.4/10 (Category avg: 7.2/10) - **Task Management:** 8.8/10 (Category avg: 8.1/10) #### Who Is the Company Behind AgencySmart? - **Seller:** [AgencySmart](https://www.g2.com/sellers/agencysmart) - **Year Founded:** 2002 - **HQ Location:** Fairfield, New Jersey - **Twitter:** @AgencySmartLLC 12 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c1763b0542372c18e7404bb5f87bf15f4be2d73d4d5679bbb5ba8e8c1159b59b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11153962%2F&secure%5Burl_type%5D=linkedin_company_website) 7 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Insurance - **Company Size:** 95% Small, 3% Medium #### What Do G2 Reviewers Say About AgencySmart? _AI-generated summary from verified user reviews_ ##### Pros - Users find AgencySmart to be **user-friendly and easy to navigate** , making client tracking simple and efficient. - Users value the **excellent training support** provided by AgencySmart, enhancing their team's proficiency and confidence. - Users appreciate the **simple and efficient activities management** of AgencySmart, making client tracking seamless. - Users find **navigation easy** with AgencySmart, enhancing their overall user experience significantly. - Users value the **simple and straightforward system** for effectively tracking client information and employer contributions. ##### Cons - Users struggle with **data entry issues** , as not all plans are pre-populated, requiring manual input frequently. - Users find the **manual editing difficult** due to incomplete pre-population of plans in the system. #### What Are Recent G2 Reviews of AgencySmart? **["Agency Smart is very user friendly!"](https://www.g2.com/survey_responses/agencysmart-review-10274353)** **Rating:** 5.0/5.0 stars _— Jessica C._ [Read full review](https://www.g2.com/survey_responses/agencysmart-review-10274353) **["Refreshingly Simple and Straight Forward"](https://www.g2.com/survey_responses/agencysmart-review-10275390)** **Rating:** 5.0/5.0 stars _— Jeremiah B._ [Read full review](https://www.g2.com/survey_responses/agencysmart-review-10275390) #### What Are G2 Users Discussing About AgencySmart? - [What is AgencySmart used for?](https://www.g2.com/discussions/what-is-agencysmart-used-for) - 1 comment ### [TLDCRM](https://www.g2.com/products/tldcrm/reviews) Total Lead Domination (TLD) CRM is specially geared for the insurance sales industry, originally starting with health and life. TLD is the most effective software solution for your sales operation or call center. We have developed our system based off of numerous call center's workflows and continue to add major features and conveniences into the system weekly. The purpose of the CRM is to assist an agency with the following goals: Sales, Communications, Retention, Commissions & Customer Service. We provide the most robust lead consumption, management and distribution tools you would ever need. Our dynamic report column builder is quick, easy and even FUN to use. We provide your CRM, Dialer and VoIP services you can use with our free softphone! Experience the benefit of a fully managed call center solution. Our experts in the insurance industry, sales and call center management are here to help you every step of the way. We solve the big problems and the small problems in ways that are intuitive and easy to use. Ever have trouble integrating with lead vendors? Done at the press of a button. Tired of reuploading leads into your Dialer or manually sending to others? Done automatically after setting up our relay campaigns. Tired of not knowing what your CPA (Cost per Acquisition) is? Or how much to pay your agents? Done automatically with simple to configure vendors and product data. Worried about COMPLIANCE, data access and protection? DONE! Our system is a completely customized query service with baked in protections for PCI, PHI and sensitive company information. Fast, efficient and secure! You will be amazed at how fast our platform runs! Less clicks, and less loading time means more time for sales! Let us take away the tech headaches that come with running a call center, all you need to do is deal with your agents and make the sales. We backup your data, your recordings and give you peace of mind at the end of every day. Give us a try, schedule a demo, let us walk you through all the solutions we have created to problems you don't even realize you have yet. We are in there, in the thick of it with you. Let us lead you through the sales battle and dominate the competition! **Average Rating:** 4.7/5.0 **Total Reviews:** 19 #### How Do G2 Users Rate TLDCRM? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.2/10) - **Insurance Policy Management:** 8.3/10 (Category avg: 8.1/10) - **Accounting:** 8.3/10 (Category avg: 7.2/10) - **Task Management:** 3.3/10 (Category avg: 8.1/10) #### Who Is the Company Behind TLDCRM? - **Seller:** [Esotech](https://www.g2.com/sellers/esotech) - **Year Founded:** 2008 - **HQ Location:** Hialeah, FL - **Twitter:** @esotech 2,146 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=baad04bf3aee819b6d5654ce5fca22eaa65f9f0da9e056e10aae6506cb9caab0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fesotech%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 25 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Insurance - **Company Size:** 58% Small, 21% Large #### What Do G2 Reviewers Say About TLDCRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **centralized client information** in TLDCRM, simplifying tracking and management of calls and leads. - Users find it convenient to **track and manage calls and leads** with all client info centralized in TLDCRM. ##### Cons - Users experience **inconsistency** as the site can be closed accidentally, disrupting their workflow unexpectedly. #### What Are Recent G2 Reviews of TLDCRM? **["All Client Info in One Place for Easy Call & Lead Tracking"](https://www.g2.com/survey_responses/tldcrm-review-12270449)** **Rating:** 4.0/5.0 stars _— Verified User in Insurance_ [Read full review](https://www.g2.com/survey_responses/tldcrm-review-12270449) **["Excellent CRM / Including dialer"](https://www.g2.com/survey_responses/tldcrm-review-355349)** **Rating:** 5.0/5.0 stars _— David C._ [Read full review](https://www.g2.com/survey_responses/tldcrm-review-355349) #### What Are G2 Users Discussing About TLDCRM? - [What is TLDCRM used for?](https://www.g2.com/discussions/what-is-tldcrm-used-for) ### [Agency Matrix](https://www.g2.com/products/zywave-agency-matrix/reviews) Agency Matrix is an agency management system (AMS) built for personal lines insurance agencies — from single-office shops to growing multi-location operations. It manages policies, automates client communication, connects directly to carriers for data downloads, and runs your agency's accounting, all in one browser-based platform. Personal lines insurance is a volume business. The agencies that win are the ones that handle more clients, more renewals, and more touchpoints without burning out their team. The ones that fall behind are the ones doing manually what their AMS should be doing automatically. Agency Matrix is built to close that gap. The numbers speak for themselves. Agencies on Agency Matrix write 16% more policies per user through better task management and workflow automation. Agents remarket policies 24% faster, and when it's time to quote and bind new business, agents save 39% of the time they used to spend — because the quoting flow connects directly to the management system. Carrier downloads that keep your book current. Policies and endorsements flow directly from carriers through IVANS and TeamUp into client records. No manual data entry. No re-keying what carriers already sent you. Texting built into the workflow. Integrated Twilio texting lets your team send and receive messages from within the platform, with every conversation permanently recorded on the client record. Automated marketing sequences handle routine outreach — new policy confirmations, renewal reminders, lapse warnings — without your team having to remember to send them. A client portal that reduces your inbound call volume. Clients can view their policies, print ID cards, make payments, and access certificates online — without calling your office. Built-in accounting. Agency Matrix includes invoicing, payments, receipts, commission reconciliation, General Ledger, and tax reporting natively — no separate accounting software required. Agency Matrix is part of Zywave's Performance Multiplier ecosystem. Pair it with TurboRater for integrated personal lines comparative rating — quote in TurboRater, carry the policy into Agency Matrix without re-entering data. Add Content Cloud, Client Cloud, and Zywave's prospecting tools, all sharing the same account data from day one. **Average Rating:** 3.6/5.0 **Total Reviews:** 25 #### How Do G2 Users Rate Agency Matrix? - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.2/10) - **Insurance Policy Management:** 7.5/10 (Category avg: 8.1/10) - **Accounting:** 7.5/10 (Category avg: 7.2/10) - **Task Management:** 7.6/10 (Category avg: 8.1/10) #### Who Is the Company Behind Agency Matrix? - **Seller:** [Zywave](https://www.g2.com/sellers/zywave) - **Year Founded:** 1995 - **HQ Location:** Milwaukee, WI - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=68cd6b4ade4c7094d1ae8dbfe675ec54734ade0360920c99521475cc9d5afb95&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzywave&secure%5Burl_type%5D=linkedin_company_website) 953 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Insurance - **Company Size:** 81% Small, 12% Medium #### What Do G2 Reviewers Say About Agency Matrix? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **secure and organized data management** provided by Agency Matrix for client information. - Users value the **secure and organized management** of client information offered by Agency Matrix. #### What Are Recent G2 Reviews of Agency Matrix? **["Great Business Software"](https://www.g2.com/survey_responses/agency-matrix-review-7711045)** **Rating:** 5.0/5.0 stars _— Alisha R._ [Read full review](https://www.g2.com/survey_responses/agency-matrix-review-7711045) **["Organized platform and very secured!"](https://www.g2.com/survey_responses/agency-matrix-review-10470310)** **Rating:** 5.0/5.0 stars _— JOSSY F._ [Read full review](https://www.g2.com/survey_responses/agency-matrix-review-10470310) #### What Are G2 Users Discussing About Agency Matrix? - [What is InsurancePro used for?](https://www.g2.com/discussions/what-is-insurancepro-used-for) - [What is AccuAgency used for?](https://www.g2.com/discussions/what-is-accuagency-used-for) - [How do you use Agency Matrix?](https://www.g2.com/discussions/how-do-you-use-agency-matrix) - [What is agency matrix application?](https://www.g2.com/discussions/what-is-agency-matrix-application) - [What insurance company uses ITC Agency Matrix?](https://www.g2.com/discussions/what-insurance-company-uses-itc-agency-matrix) - 1 comment ### [SmartOffice](https://www.g2.com/products/smartoffice/reviews) Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet. • Client Tracking helps you manage your clients’ personal and household data, send correspondence, maintain a history of all interactions, and sync that data across all of your devices. • Calendar Management provides powerful tracking of completed activities and unfinished tasks/projects, calendar sync across all of your devices, and easy appointment scheduling through Calendly. • Dynamic Reports deliver critical business intelligence, with dashboards covering everything from sales and revenue to client birthdays and policy renewal dates. • Document Storage lets you upload important documents and access then from any device. Support for external services like Docupace and PaperClip are included. • Form Filling helps you quickly complete forms by pushing SmartOffice data to apps like Docupace and Laser App. • Microsoft Office/365 integration lets you post e-mail to SmartOffice from Outlook, run SmartOffice reports from Excel, post OneNote notes to SmartOffice, and send SmartOffice correspondence from Word. Cybersecurity • Data Security shields your from cyberattacks and helps you comply with security regulations. Encryption, multi-factor authentication, and backups are included. Zinnia's security controls have been verified via an independent SOC 2 Type 2 audit. • SmartOffice Secure is an optional service that protects your users devices from cyberattacks, enhancing SmartOffice’s already robust security features. Sales & Marketing • Lead and Opportunity Tracking helps you collect and distribute leads throughout your firm and build standardized sales processes that boost productivity and enforce best practices. • E-mail Marketing helps you create compelling marketing campaigns that bring in new business. Easily push SmartOffice contact data into apps like Constant Contact, FMeX, FMG Suite, and MarketingPro. Investments • Investment Tracking helps you manage client accounts and keep positions up to date using data from providers like Albridge, Aqumulate, Broadridge/Investigo, Charles Schwab, DAZL, DST, E\*TRADE, Fidelity, LPL, Pershing, Raymond James, Rydex, Securities America, SEI, Sterne Agee, TD Ameritrade, and Walnut Street Securities. • Financial Planning and Analysis allows you to export accounts and positions to popular planning and assessment apps like eMoney, MoneyGuidePro, and Riskalyze. Insurance • Individual and Group Policy/Pending Case Tracking covers inforce and pending life, disability, medical, LTC, annuity, group, auto, homeowner, umbrella, and other policy types. Manage everything from underwriting to policy service, and get automatic status updates through the DTCC or directly from major carriers. • Commission Tracking helps you calculate expected commissions and reconcile projections with actual payments from carriers. Compliance & Reporting • Automated Archiving of communications, notes, and other interactions between your staff and clients not only helps you provide excellent client service—it also creates a complete audit trail. And it works no matter what devices your employees use. • Audit Reports provide the tools you need to quickly extract and compile notes, documents, and correspondence into a report that’s ready to present to compliance officers and auditors. • Template Administration gives the home office control over the templates their advisors use for client outreach, marketing, and other activities. • Production Dashboard provides a consolidated view of production numbers for individual advisors, branch offices, or organizations in a clear, easy-to-understand format. Automation & Integrations • Standardize and automate sales processes, application/new-business workflows, and other critical activities, making your operations faster and less vulnerable to human error. • Data Repository features allow you to centralize storage of your critical data in one secure location and provide access to your other applications through our integration hub. • Data Feeds from providers of insurance and investment data automatically keep your data up to date, eliminating the need for time-intensive manual updates. Industry Expertise • Expert Consulting Services from our team of industry veterans help you find the solution that best meets your business needs. Unlike competitors offering overpriced, one-size-fits-all products, Zinnia has been designing customized, cost-effective systems for agencies and broker-dealers for decades. **Average Rating:** 3.7/5.0 **Total Reviews:** 26 #### How Do G2 Users Rate SmartOffice? - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.2/10) - **Insurance Policy Management:** 5.6/10 (Category avg: 8.1/10) - **Task Management:** 6.7/10 (Category avg: 8.1/10) #### Who Is the Company Behind SmartOffice? - **Seller:** [Zinnia](https://www.g2.com/sellers/zinnia) - **HQ Location:** Atlanta, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=018c3e5f9c23eed694af9379b053522a87885c6d58666046ca710d0ae31019ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetzinnia&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Insurance - **Company Size:** 64% Small, 29% Medium #### What Are Recent G2 Reviews of SmartOffice? **["I Love SmartOffice!"](https://www.g2.com/survey_responses/smartoffice-review-5206524)** **Rating:** 5.0/5.0 stars _— Verified User in Insurance_ [Read full review](https://www.g2.com/survey_responses/smartoffice-review-5206524) **["Great product for CRM"](https://www.g2.com/survey_responses/smartoffice-review-5424173)** **Rating:** 4.5/5.0 stars _— Tripp B._ [Read full review](https://www.g2.com/survey_responses/smartoffice-review-5424173) ### [Macaw Agency Management System](https://www.g2.com/products/macaw-agency-management-system/reviews) Macaw Agency Management System supports the functions and workflows of Insurance Agencies, Brokers and Managing General Agents. The functional areas supported are CRM, Sales, Underwriting, Policy management, Claims recording and tracking, Billing, Payments, Customer self-service and Producer self-service. The front end is responsive and mobile-enabled. The insurance products across lines of business are configurable, and hence easy to change. The Rating and Underwriting capabilities are extremely detailed and flexible. Macaw has a built-in Document Manager, a built-in Analytics Engine and ready adapters for many inter-connected utilities like Payment gateways, Automated email marketing tools and Telephony providers. **Average Rating:** 3.3/5.0 **Total Reviews:** 16 #### How Do G2 Users Rate Macaw Agency Management System? - **Has the product been a good partner in doing business?:** 7.2/10 (Category avg: 8.2/10) - **Insurance Policy Management:** 7.0/10 (Category avg: 8.1/10) - **Accounting:** 3.9/10 (Category avg: 7.2/10) - **Task Management:** 6.4/10 (Category avg: 8.1/10) #### Who Is the Company Behind Macaw Agency Management System? - **Seller:** [Nest Innovative Solutions](https://www.g2.com/sellers/nest-innovative-solutions) - **Year Founded:** 2011 - **HQ Location:** Kolkata, India - **Twitter:** @NestInnovative 3 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d2521c1875ad1f2ac82dff2e208627dae46e20c405a59c12e12b39b30210e88&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2569129%2F&secure%5Burl_type%5D=linkedin_company_website) 48 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Insurance - **Company Size:** 72% Small, 17% Medium #### What Do G2 Reviewers Say About Macaw Agency Management System? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of the Macaw Agency Management System, simplifying policy management and operations significantly. - Users value the **efficiency** of Macaw Agency Management System, which streamlines workflows and enhances document handling. - Users value the **email integration** of Macaw Agency Management System, enhancing communication and workflow efficiency for agents. - Users appreciate the **ease of handling and processing policy documents** with Macaw, enhancing sales and data retention. - Users appreciate the **time-saving features** of Macaw Agency Management System, enhancing efficiency in handling policy documents. ##### Cons - Users are concerned about the **single point of failure** in the Macaw Agency Management System affecting system stability. #### What Are Recent G2 Reviews of Macaw Agency Management System? **["Centralized Management with Ease of Use, Resilient with Cloud Potential"](https://www.g2.com/survey_responses/macaw-agency-management-system-review-12200255)** **Rating:** 4.0/5.0 stars _— Yash S._ [Read full review](https://www.g2.com/survey_responses/macaw-agency-management-system-review-12200255) **["SIMPLE! "](https://www.g2.com/survey_responses/macaw-agency-management-system-review-838311)** **Rating:** 5.0/5.0 stars _— william f._ [Read full review](https://www.g2.com/survey_responses/macaw-agency-management-system-review-838311) #### What Are G2 Users Discussing About Macaw Agency Management System? - [What is Macaw Agency Management System used for?](https://www.g2.com/discussions/what-is-macaw-agency-management-system-used-for) - [‹ Prev‹ Prev](/categories/insurance-agency-management-systems/small-business?order=g2_score#product-list) - [1](/categories/insurance-agency-management-systems/small-business?order=g2_score#product-list) - 2 - Next ›Next › Spotlight Categories [E-Signature Software](https://www.g2.com/categories/e-signature) [Payroll Software](https://www.g2.com/categories/payroll) [Data Science and Machine Learning Platforms](https://www.g2.com/categories/data-science-and-machine-learning-platforms) [Chatbots Software](https://www.g2.com/categories/chatbots) [Performance Management Software](https://www.g2.com/categories/performance-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)