Best Insurance Agency Management Systems - Page 16

Reach Automation

Expedite completion of complex workflows

Redian Insurance

ReFocus AI

ReFocus is an AI-powered sales plugin for insurance professionals. Use the customer data your business already has to identify purchasing behavior and purchasing timeframe. Find the money left on the table - and help increase revenue by as much as 60%.

RenewalCompass

RiskRemedy

RiskRemedy is AI built for commercial P&C brokerages. Retail agencies, wholesale brokers and risk consultants upload a policy, a set of carrier quotes or a renewal, and get back client-ready work in minutes: a policy review that reads every endorsement and flags exclusions and coverage gaps, a side-by-side quote comparison, a renewal comparison down to the form and clause, or a proposal in the agency's own format and branding. Every finding is cited to the page it came from, so producers can check it in seconds. Teams use RiskRemedy to cut the hours spent reading expiring policies and formatting proposals, to catch restrictive endorsements before a claim does, and to check certificates of insurance against contract requirements. There is nothing to install and little to learn: most teams run live client work in their first session. Uploads are encrypted and never used to train AI, and every customer gets hands-on support from people who know commercial insurance.

RoofAID

SAP Agent Performance Management

Scalepoint CORE

SegFlexNET

Segfy

simpleAMS

simpleAMS is an insurance agency management system built for independent insurance agents, agencies, and IMOs. It offers two deployment models to serve different operational needs. For independent agents and managers, simpleAMS provides a self-serve multi-tenant subscription platform with two tiers — Agent and Manager — giving individual agents the tools to manage their book of business and enabling managers to oversee agent hierarchies and production. For independent agencies and IMOs, simpleAMS provides dedicated single-tenant installations configured to each organization's structure and workflows, with isolated infrastructure and direct developer support. Core capabilities across both models include client and policy tracking, lead management, carrier and appointment management, document management, calendar and appointment scheduling, custom reporting and data export, role-based access control, two-factor authentication, and comprehensive audit logging. An optional inbound and outbound SMS and email Lead Outreach add-on is available for both deployment models.

Smart Agent

Special Agent

Special Agent puts your agency - every client, carrier, policy and form - at your fingertips.

The Administrator

The Administrator is a comprehensive, client-oriented, 100% online, real-time new business and contract administration system.

The Marathon System

Khojant LLC has developed and supported The Marathon System since 1982 — cloud-hosted Agency Management and Premium Financing software built exclusively for independent insurance agencies. No outsourced development, no revolving support staff. When clients call, they reach the people who built the software.