# Best Insurance Agency Management Systems - Page 3

## 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=17676&focus%5B%5D=18067&focus%5B%5D=1479896&focus%5B%5D=4921)

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

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=benefitpoint&focus%5B%5D=hawksoft&focus%5B%5D=dyad-nexsure&focus%5B%5D=agencybloc-ams)

**Sponsored**

### Meltwater

Meltwater empowers companies with a suite of solutions that spans media, social, and consumer intelligence. Since 2001, we’ve helped organizations harness the world’s data in real time to fuel smarter decisions, stronger performance and sustainable growth. By analyzing nearly 1 billion pieces of content each day and transforming them into vital insights, Meltwater unlocks the competitive edge needed to drive results. With 27,000 customers, 50 offices across six continents and 2,200 employees, Meltwater is the industry partner of choice for global brands making an impact. We activate the power of data so businesses can make smarter, faster decisions. With the most robust dataset across media, social, consumer trends – and now insights into how large language models (LLMs) shape brand visibility – we give companies a complete view of the conversations, behaviors, and signals influencing their markets. Our powerful AI turns this breadth of data into actionable insights, empowering teams across PR, communications and marketing to confidently drive strategy. -- Mira Studio (AI-Powered Media, Market, and Brand Intelligence Assistant) Key features - Natural language querying - Automated insights - Structured reports - Trend-spotting and explanations with suggested actions - Integrated throughout the full Meltwater Platform - Integrates with Copilot and Slack What is Mira Studio? Mira Studio is Meltwater’s conversational AI teammate for media, market, and brand intelligence. Mira Studio helps PR, comms, and marketing teams cut through complexity and reduce time spent on manual analysis, with prompt-driven reporting, briefing, simplified data exploration, and real-time answers. Who uses Mira Studio? Teams that need quick and shareable insights while reducing manual time spent digging through data. Mira Studio converts Meltwater data into summaries, visuals, and provides explanations through natural language interaction. Get to the why of what’s happening, not just the what. -- Media Intelligence for PR (Media Monitoring and Analysis Platform) Key capabilities - Monitor 6M different media sources - Unlimited search - Real-time alerts - Journalist identification - Competitive benchmarking - Unified, shareable reporting - Predictive analytics for mention forecasting - Brand-level sentiment What is Meltwater Media Intelligence? Meltwater’s media intelligence platform monitors and analyzes earned media coverage through tracking brand mentions and narratives across news, print, broadcast, podcasts, and social media. This enables faster response times to trends or feedback through real-time awareness of message penetration, emerging risks, and consumer sentiment. Who Uses Meltwater Media Intelligence? PR and comms teams use Meltwater Media Intelligence to strengthen PR strategies with accurate measurement of brand impact across media sources. With journalist outreach capabilities within a single platform, PR efforts are streamlined for better results. -- Social Listening and Analytics Key capabilities - Monitoring 200B+ social conversations - Analysis of 300M+ social profiles - Influencer identification - Shareable reporting across earned, owned, and paid social - Brand-level sentiment and predictive analytics for brand measurement and forecasting - AI agents for Boolean search creation and management - AI-powered insights summarize brand and topic narratives - Access to Meltwater API What is Meltwater Social Listening and Analytics? Meltwater social listening and analytics is an integrated platform providing monitoring and AI-powered analysis for billions of social conversations. Connect consumer insights to social strategy and marketing campaigns for a seamless approach to brand promotion, quicker crisis response, and powerful competitor insights without data caps. Who uses Meltwater Social Listening? Marketing and social teams in charge of consumer, competitor, and industry insights. -- Influencer Management (Klear – Influencer Relationship Management Platform) Key capabilities - Database of 30M+ global creator profiles - AI-driven influencer discovery and recommendations - Influencer vetting and brand safety analysis - AI-driven outreach and relationship management - Campaign management and creator collaboration tools - Performance benchmarking and ROI tracking - Competitive influencer intelligence What is our influencer management solution? Klear is Meltwater’s influencer discovery and influencer relationship management solution. Vet, manage, and measure influencers and campaigns at scale from within a single tool. AI-powered influencer recommendations improves targeting accuracy, providing better matches and influencing better ROI. Who uses our influencer management solution? Marketing, PR, and Influencer teams use Klear for implementing and scaling their influencer campaigns. Outreach, gifting, payment, analysis and reporting can all be managed through our platform. -- Enterprise and Professional Services Key capabilities - Analyst-led insights and reporting - Custom data configurations - Enterprise-grade support and delivery What is Meltwater Enterprise and Professional Services? Customized intelligence solutions and professional services from Meltwater experts supports large enterprises with advanced or bespoke requirements. This service provides complex data analysis and reporting that go beyond standard product workflows, and ensures fast and accurate delivery for high-stakes or large-scale intelligence needs.

[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=2026-08-08T11%3A56%3A58Z&secure%5Bdisplayable_resource_id%5D=350&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=2814&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2814&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%3Fpage%3D3&secure%5Btoken%5D=15c4379596adf2f978743598b24e0adffc0bbcab5afd8cbfa5db9b7620276023&secure%5Burl%5D=https%3A%2F%2Fwww.meltwater.com%3Futm_source%3Dpaid-3rd-party%26utm_medium%3Dg2%26utm_campaign%3Dpaid-3rd-party-g2%26utm_content%3Ddemo-request&secure%5Burl_type%5D=custom_url)

### [Newton by Agency Systems](https://www.g2.com/products/newton-by-agency-systems/reviews)

Newton by Agency Systems is a reliable, full-featured insurance agency management system for commercial and personal lines retail agencies, brokers, and general agencies of all sizes.

**Average Rating:** 3.6/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Newton by Agency Systems?

- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.2/10)
- **Insurance Policy Management:** 6.7/10 (Category avg: 8.1/10)
- **Accounting:** 6.7/10 (Category avg: 7.2/10)
- **Task Management:** 7.5/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Newton by Agency Systems?

- **Seller:** [Agency Systems](https://www.g2.com/sellers/agency-systems)
- **Year Founded:** 1985
- **HQ Location:** Bryan, US
- **Twitter:** @AgencySystems  
25 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e26d1c79d343ecb2a1199ab09d4a1f5892201d59bbbaa50a619740ccff7f5541&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1720357&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Newton by Agency Systems?

**["Well Done!"](https://www.g2.com/survey_responses/newton-by-agency-systems-review-5084249)**

**Rating:** 5.0/5.0 stars

_— Ann P._

[Read full review](https://www.g2.com/survey_responses/newton-by-agency-systems-review-5084249)

#### What Are G2 Users Discussing About Newton by Agency Systems?

- [What is Newton by Agency Systems used for?](https://www.g2.com/discussions/what-is-newton-by-agency-systems-used-for)

### [RiskRevu](https://www.g2.com/products/riskrevu/reviews)

RiskRevu transforms agency processes into digital forms to help insurance agents collect the data they need to sell and service insurance. Our platform gives each user their own forms to share and allows them to prefill them with data which saves their clients time. The forms are built by licensed agents and incorporate conditional logic to capture important risk details. The data responses are emailed directly to users after completion and are also stored in the platform. RiskRevu offers three types of forms: 1) Risk Evaluations - gather updated risk information from existing clients (ie. renewal questionnaires). 2) New Policy Forms - gather information from prospects and clients about new insurance needs. 3) Service Forms - streamline data gathering for various insurance service functions (ie. adding a car to a policy).

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate RiskRevu?

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

- **Seller:** [RiskRevu](https://www.g2.com/sellers/riskrevu)
- **Year Founded:** 2018
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=daed31b4d29077100fb55c5a61dbe9ebeb44c8adee2c905668dc089a90848439&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Friskrevu-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

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

**["Transformative!"](https://www.g2.com/survey_responses/riskrevu-review-5282716)**

**Rating:** 5.0/5.0 stars

_— Gates S._

[Read full review](https://www.g2.com/survey_responses/riskrevu-review-5282716)

**["Riskrevu is an amazing digital forms platform"](https://www.g2.com/survey_responses/riskrevu-review-5316048)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/riskrevu-review-5316048)

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

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

### [Veruna](https://www.g2.com/products/veruna/reviews)

Veruna's agency management solution is challenging independent insurance agents to walk away from the status quo and embrace change.

**Average Rating:** 2.4/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Veruna?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.2/10)
- **Insurance Policy Management:** 6.1/10 (Category avg: 8.1/10)
- **Accounting:** 3.3/10 (Category avg: 7.2/10)
- **Task Management:** 5.6/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Veruna?

- **Seller:** [Veruna](https://www.g2.com/sellers/veruna)
- **Year Founded:** 2015
- **HQ Location:** New York, US
- **Twitter:** @veruna\_ins  
253 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=28a64ef869636498c6d9e0e3b87312ad4a75388911e8a6f9a4102c8a4feb8284&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Famploinc&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small

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

**["Robust Salesforce-based AMS"](https://www.g2.com/survey_responses/veruna-review-8582465)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/veruna-review-8582465)

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

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

### [AgencyOffice](https://www.g2.com/products/agency-office-agencyoffice/reviews)

Agency Office offers intelligent software solutions, web design & social media marketing for a range of businesses including estate agents, letting agents and commercial property businesses.

**Average Rating:** 3.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate AgencyOffice?

- **Insurance Policy Management:** 8.3/10 (Category avg: 8.1/10)
- **Accounting:** 7.5/10 (Category avg: 7.2/10)
- **Task Management:** 9.2/10 (Category avg: 8.1/10)

#### Who Is the Company Behind AgencyOffice?

- **Seller:** [Agency Office](https://www.g2.com/sellers/agency-office)
- **HQ Location:** Laleston, GB
- **Twitter:** @\_agencyoffice
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fa0dc9e4f2119f56c45fe3fe432893dda786b7c2ef1cb37c2fa52ebc4b3a6efc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fagency-office%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

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

**["Cloud collaboration for Real Estate Professionals"](https://www.g2.com/survey_responses/agencyoffice-review-5307636)**

**Rating:** 4.0/5.0 stars

_— Mrityunjay R._

[Read full review](https://www.g2.com/survey_responses/agencyoffice-review-5307636)

**["Good product, needs a bit tweaks"](https://www.g2.com/survey_responses/agencyoffice-review-5307184)**

**Rating:** 5.0/5.0 stars

_— Akshay K._

[Read full review](https://www.g2.com/survey_responses/agencyoffice-review-5307184)

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

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

### [AgentCubed](https://www.g2.com/products/agentcubed/reviews)

SIMPLIFY THE OVERWHELMING with one powerful solution designed specifically for insurance carriers & brokerages in the health and P&C insurance markets. Telephone, direct mail and web lead integration. Automated lead distribution to call center, captive agents and broker agents. Integrated quoting. Enrollment solutions for all sales channels. Policy management and unrivaled dashboard and reporting.

**Average Rating:** 2.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate AgentCubed?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.2/10)

#### Who Is the Company Behind AgentCubed?

- **Seller:** [AgentCubed](https://www.g2.com/sellers/agentcubed)
- **Year Founded:** 2009
- **HQ Location:** Boise, US
- **Twitter:** @AgentCubed  
1,045 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3ab1c4ab8fd120785614d5770a76709536b74757d86c1954d101e0578f9d5995&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fagentcubed-llc&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Large

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

**["Agent Cube - Easy all the way around"](https://www.g2.com/survey_responses/agentcubed-review-698449)**

**Rating:** 4.5/5.0 stars

_— Renee J._

[Read full review](https://www.g2.com/survey_responses/agentcubed-review-698449)

**["Just scratching the surface"](https://www.g2.com/survey_responses/agentcubed-review-530102)**

**Rating:** 4.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/agentcubed-review-530102)

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

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

### [Benelinx Agency Management Solution](https://www.g2.com/products/benelinx-agency-management-solution/reviews)

Benelinx is an agency management solution for the employee benefits industry. The software provides benefits brokers with an integrated approach to agency management, automating day-to-day operations, sales & renewals, and client services within a secure, cloud-based platform. Built for today’s digital world, Benelinx aims to improve productivity and provides access to accurate, real-time data. Benelinx is powered by Salesforce. The vendor states that with Benelinx, users can: Go from quote to proposal in minutes Deliver custom, professional proposals Empower clients with self-service tools Simplify remote work Visualize data for actionable insights

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Benelinx Agency Management Solution?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.2/10)
- **Insurance Policy Management:** 10.0/10 (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 Benelinx Agency Management Solution?

- **Seller:** [Benelinx](https://www.g2.com/sellers/benelinx)
- **HQ Location:** Longmont, US
- **Twitter:** @benelinx  
9 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e638db250919f9e2288a656cd769a4e264ae31405f3c626f76412d24f48ab528&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbenelinx&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Benelinx Agency Management Solution?

**["Wonderful Experience"](https://www.g2.com/survey_responses/benelinx-agency-management-solution-review-5303506)**

**Rating:** 5.0/5.0 stars

_— Kim S._

[Read full review](https://www.g2.com/survey_responses/benelinx-agency-management-solution-review-5303506)

**["An Absolutely INCREDIBLE Agency Management tool"](https://www.g2.com/survey_responses/benelinx-agency-management-solution-review-4987154)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/benelinx-agency-management-solution-review-4987154)

#### What Are G2 Users Discussing About Benelinx Agency Management Solution?

- [What is Benelinx Agency Management Solution used for?](https://www.g2.com/discussions/what-is-benelinx-agency-management-solution-used-for)

### [GreenWave](https://www.g2.com/products/greenwave/reviews)

Commission management software for the insurance industry.

**Average Rating:** 2.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate GreenWave?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.2/10)

#### Who Is the Company Behind GreenWave?

- **Seller:** [SPI Software Solutions](https://www.g2.com/sellers/spi-software-solutions)
- **Year Founded:** 2010
- **HQ Location:** Greensboro, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4fa50866269fee3dc0822722f8bbeb1923956b9b2fc2ab402168212979c1fe6c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgreenwavecommisions&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Large

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

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

### [InsPal](https://www.g2.com/products/inspal/reviews)

Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.

**Average Rating:** 4.5/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate InsPal?

- **Insurance Policy Management:** 8.3/10 (Category avg: 8.1/10)
- **Accounting:** 8.3/10 (Category avg: 7.2/10)
- **Task Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind InsPal?

- **Seller:** [InsPal](https://www.g2.com/sellers/inspal)
- **HQ Location:** Shenzhen, CN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e63cae4d21cd0a7e697226bc10f6e359d27ecc18d6e1c9d24a012bcd724d8a20&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbaoyou-insurance-broker-software-co.-ltd.&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

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

**[" "Easy to use and effective in managing for team leader"](https://www.g2.com/survey_responses/inspal-review-3157614)**

**Rating:** 4.5/5.0 stars

_— Fernando G._

[Read full review](https://www.g2.com/survey_responses/inspal-review-3157614)

**["Experience insurance practitioner"](https://www.g2.com/survey_responses/inspal-review-8706372)**

**Rating:** 5.0/5.0 stars

_— Simon K._

[Read full review](https://www.g2.com/survey_responses/inspal-review-8706372)

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

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

### [Insurance Noodle](https://www.g2.com/products/insurance-noodle/reviews)

Insurance agency management solution with features such as recording conversations with prospects and tracking revenue streams.

**Average Rating:** 2.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Insurance Noodle?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.2/10)

#### Who Is the Company Behind Insurance Noodle?

- **Seller:** [Insurance Noodle](https://www.g2.com/sellers/insurance-noodle)
- **Year Founded:** 2011
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=898632064d4e3eafd9bf0b0dc480e6845a30bbea3005d33d03b9da06e54e2792&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsureon&secure%5Burl_type%5D=linkedin_company_website)  
133 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Medium, 33% Small

#### What Are Recent G2 Reviews of Insurance Noodle?

**["Effective software for Insurance"](https://www.g2.com/survey_responses/insurance-noodle-review-740186)**

**Rating:** 4.5/5.0 stars

_— Robert S._

[Read full review](https://www.g2.com/survey_responses/insurance-noodle-review-740186)

#### What Are G2 Users Discussing About Insurance Noodle?

- [What is Insurance Noodle used for?](https://www.g2.com/discussions/what-is-insurance-noodle-used-for)

### [InsureEdge](https://www.g2.com/products/insureedge/reviews)

InsureEdge is an all-in-one insurance software for policy administration and claims management that helps Insurers deliver a connected, relevant, and seamless experience to policyholders while empowering their employees, agents, and partners to do what they do best with more efficiency and at lower operational cost. It orchestrates a customizable and unified platform that eliminates the need for disparate IT systems, thus generating operational efficiency, and cost savings. Several leading insurance companies use InsureEdge across multiple lines of businesses, including P&C Insurance, Life Insurance, and General Insurance, to streamline their customer onboarding, policy management, claim management, document management, customer relationship management and payment processing.

**Average Rating:** 4.5/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate InsureEdge?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.2/10)
- **Insurance Policy Management:** 9.2/10 (Category avg: 8.1/10)
- **Accounting:** 9.2/10 (Category avg: 7.2/10)
- **Task Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind InsureEdge?

- **Seller:** [Damco Solutions](https://www.g2.com/sellers/damco-solutions)
- **Year Founded:** 1996
- **HQ Location:** Plainsboro, New Jersey
- **Twitter:** @damcosol  
2,474 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=74f6a0255759f042b4cb8732dd43e421509ae507a68dd8aa5626ffc3e8c44ec2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdamco-solutions%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,198 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 25% Medium

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

**["The most practical solution for our insurance operations"](https://www.g2.com/survey_responses/insureedge-review-9369315)**

**Rating:** 5.0/5.0 stars

_— Christina S._

[Read full review](https://www.g2.com/survey_responses/insureedge-review-9369315)

**["The tool that helps to reduce time in policy clearance"](https://www.g2.com/survey_responses/insureedge-review-7355576)**

**Rating:** 4.5/5.0 stars

_— Ravindra S._

[Read full review](https://www.g2.com/survey_responses/insureedge-review-7355576)

### [Policy Works](https://www.g2.com/products/policy-works/reviews)

Commercial insurance management system designed for Canadian Insurance Brokers only.

**Average Rating:** 4.2/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Policy Works?

- **Insurance Policy Management:** 9.2/10 (Category avg: 8.1/10)
- **Accounting:** 10.0/10 (Category avg: 7.2/10)
- **Task Management:** 9.2/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Policy Works?

- **Seller:** [Policy Works](https://www.g2.com/sellers/policy-works)
- **Year Founded:** 1983
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=855d99a767836998adb76725f32047e424db747c6d038c0aa168e230ea31bd89&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapplied-systems&secure%5Burl_type%5D=linkedin_company_website)  
2,707 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Medium, 33% Small

#### What Are Recent G2 Reviews of Policy Works?

**["Great submission manager"](https://www.g2.com/survey_responses/policy-works-review-9753450)**

**Rating:** 4.0/5.0 stars

_— Brittany M._

[Read full review](https://www.g2.com/survey_responses/policy-works-review-9753450)

**["Policy works makes it easy for my marketing department to try to make sense of my commercial subs"](https://www.g2.com/survey_responses/policy-works-review-801280)**

**Rating:** 5.0/5.0 stars

_— Brittany M._

[Read full review](https://www.g2.com/survey_responses/policy-works-review-801280)

#### What Are G2 Users Discussing About Policy Works?

- [What is Policy Works used for?](https://www.g2.com/discussions/what-is-policy-works-used-for)

### [Amos365](https://www.g2.com/products/amos365/reviews)

Agency managenment online services

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Amos365?

- **Seller:** [Merit Technologies](https://www.g2.com/sellers/merit-technologies)
- **Year Founded:** 2009
- **HQ Location:** Greenville, US
- **Twitter:** @MeritTech\_gvl  
175 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3e3aed1bcfa4926351c243aa2e03a071711e86098edef5b77a2ca0ab6c9b6689&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmerit-technologies&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Amos365?

**["User Friendly Software"](https://www.g2.com/survey_responses/amos365-review-510574)**

**Rating:** 5.0/5.0 stars

_— Lindsey S._

[Read full review](https://www.g2.com/survey_responses/amos365-review-510574)

**["Best Insurance software"](https://www.g2.com/survey_responses/amos365-review-467319)**

**Rating:** 4.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/amos365-review-467319)

#### What Are G2 Users Discussing About Amos365?

- [What is Amos365 used for?](https://www.g2.com/discussions/what-is-amos365-used-for)

### [Automated Group Benefits](https://www.g2.com/products/automated-group-benefits/reviews)

General agent management software for the employee benefits business.

**Average Rating:** 3.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Automated Group Benefits?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.2/10)

#### Who Is the Company Behind Automated Group Benefits?

- **Seller:** [AGB Business Services](https://www.g2.com/sellers/agb-business-services)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of Automated Group Benefits?

**["Automated with Ease"](https://www.g2.com/survey_responses/automated-group-benefits-review-497514)**

**Rating:** 4.0/5.0 stars

_— Adam G._

[Read full review](https://www.g2.com/survey_responses/automated-group-benefits-review-497514)

#### What Are G2 Users Discussing About Automated Group Benefits?

- [What is Automated Group Benefits used for?](https://www.g2.com/discussions/what-is-automated-group-benefits-used-for)

### [InsureTrek](https://www.g2.com/products/insuretrek/reviews)

InsureTrek is a self-serve licensing platform designed for insurance agencies, enabling them to manage licenses, renewals, and teams without any startup costs or contracts. The platform streamlines the licensing process and offers automation for minimal oversight, simplifying onboarding for new producers. Aimed at agents, agencies, and FMOs/TPMOs, InsureTrek provides features that save time and money, including bulk onboarding and smart configurations. With tailored solutions for both small agencies and large organizations, InsureTrek effectively drives operational efficiency in the insurance licensing space.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate InsureTrek?

- **Accounting:** 10.0/10 (Category avg: 7.2/10)
- **Task Management:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind InsureTrek?

- **Seller:** [InsureTrek](https://www.g2.com/sellers/insuretrek)
- **Year Founded:** 2023
- **HQ Location:** Tampa, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51ee81fd542847143b8110c7c35f5bef26b0266ad78046e24aadeceff34d6ebb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsuretrek%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

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

**["InsureTrek Keeps Licensing and Renewals Organized with Amazing Support"](https://www.g2.com/survey_responses/insuretrek-review-12591688)**

**Rating:** 5.0/5.0 stars

_— Courtney J._

[Read full review](https://www.g2.com/survey_responses/insuretrek-review-12591688)

**["InsureTrek- The Clear Solution for Too Many Licenses and Too Little Time!"](https://www.g2.com/survey_responses/insuretrek-review-12595910)**

**Rating:** 5.0/5.0 stars

_— Kate S._

[Read full review](https://www.g2.com/survey_responses/insuretrek-review-12595910)

### [North American Software Associates Eclipse](https://www.g2.com/products/north-american-software-associates-eclipse/reviews)

Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. We offer a knowledgeable and friendly support staff that makes for an easy transition to a new automation system. Imagine a full featured management system supported by a team of insurance and software professionals that is ready to answer your questions immediately! Conversions from other management systems available.

**Average Rating:** 2.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate North American Software Associates Eclipse?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.2/10)
- **Insurance Policy Management:** 5.0/10 (Category avg: 8.1/10)
- **Accounting:** 3.3/10 (Category avg: 7.2/10)
- **Task Management:** 6.7/10 (Category avg: 8.1/10)

#### Who Is the Company Behind North American Software Associates Eclipse?

- **Seller:** [North American Software Associates](https://www.g2.com/sellers/north-american-software-associates)
- **Year Founded:** 1982
- **HQ Location:** Sauk Centre, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=408ffd85589a41f6a65af03ba3dd0caa775426a9a040d5a68ca6c6d6058a124b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnasa-north-american-software-associates-inc.%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of North American Software Associates Eclipse?

**["New user - Easy and efficient management system"](https://www.g2.com/survey_responses/north-american-software-associates-eclipse-review-2374009)**

**Rating:** 4.5/5.0 stars

_— Joe C._

[Read full review](https://www.g2.com/survey_responses/north-american-software-associates-eclipse-review-2374009)

#### What Are G2 Users Discussing About North American Software Associates Eclipse?

- [What is North American Software Associates Eclipse used for?](https://www.g2.com/discussions/what-is-north-american-software-associates-eclipse-used-for)

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- [Health Insurance Software](/categories/health-insurance-software)
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- [Insurance CRM](/categories/insurance-crm)
- [Insurance Policy Administration Systems](/categories/insurance-policy-administration-systems)
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- [Other Insurance](/categories/other-insurance)
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[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 October 3, 2024

Insurance agency management systems help insurance agencies manage their business. These systems provide capabilities of [CRM software](https://www.g2.com/categories/crm) and [marketing automation software](https://www.g2.com/categories/marketing-automation) to help agents enhance relationships with customers, clients, and prospects. In addition, these systems include back-office features such as automated workflows and commission processing to facilitate agent efforts.

Insurance agency management systems can be implemented across all branches of an insurance agency or utilized on a case-by-case basis. These systems help agencies of all sizes track and maintain relationships with clients, improve marketing and sales efforts, and monitor the sales performance of their agency. Insurance agency management systems can be implemented either as a standalone solution or as the foundation for integrated [insurance suites](https://www.g2.com/categories/insurance-suites).

To qualify for inclusion in the Insurance Agency Management Systems category, a product must:

- Store an agency’s client information, including policy documents, notes, and statements 
- Provide reporting tools for sales performance and account status analysis 
- Offer features for automating or streamlining agent workflows 

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