# Best Insurance Agency Management Systems - Page 6

## 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**

### Jacquard

Jacquard is purpose-built tooling for on-brand messaging that resonates wherever people are. Calibrated by language experts and producing trusted content at speed and scale, Jacquard helps leading global brands drive sustained brand affinity by harnessing the benefits of generative AI.

[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%3A17%3A46Z&secure%5Bdisplayable_resource_id%5D=1077&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=20660&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=20660&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%3D6&secure%5Btoken%5D=826071cfa3da9168bec8773bebf0e1c430baad2fd5f3b1cf5f391ad001e8c770&secure%5Burl%5D=https%3A%2F%2Fwww.jacquard.com%2F&secure%5Burl_type%5D=company_website)

### [BASIC Guru](https://www.g2.com/products/basic-guru/reviews)

Agency management, employer/employee benefit portals, customizable agency e-mail marketing tools.

#### Who Is the Company Behind BASIC Guru?

- **Seller:** [BASIC](https://www.g2.com/sellers/basic)
- **Year Founded:** 1989
- **HQ Location:** Monona, US
- **Twitter:** @BASIC\_Online  
680 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a953211c0961fcc2a310f4c9bf9edbab1a83e31f14b2d2baa2401517b35daffa&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbasic_2&secure%5Burl_type%5D=linkedin_company_website)  
584 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are G2 Users Discussing About BASIC Guru?

- [What is BASIC Guru used for?](https://www.g2.com/discussions/what-is-basic-guru-used-for)

### [Better.agency](https://www.g2.com/products/better-agency/reviews)

Better Agency is an all-in-one platform designed specifically for insurance agents, offering a comprehensive solution for marketing, prospecting, sales, and client retention. By integrating a sales-driven Agency Management System and Customer Relationship Management , it streamlines agency operations, enabling agents to manage the entire customer lifecycle efficiently. With over 100 pre-built automation campaigns, Better Agency empowers agencies to enhance productivity and focus on growth without the complexity of multiple systems. Key Features and Functionality: - Automated Campaigns: Access to more than 100 pre-built SMS, email, and task automation campaigns tailored for sales, service, claims, and renewals, facilitating consistent and effective client engagement. - Agency Video Proposals: Create personalized, branded video proposals to build trust and improve conversion rates with prospects. - Two-Way Email Sync: Seamless integration with email platforms ensures all communications are automatically attached to the relevant contact records, enhancing tracking and collaboration. - Customizable Pipelines: Tailor sales pipelines to match specific agency workflows, improving lead tracking and sales performance. - Document Storage: Securely store and manage client documents within the platform, ensuring easy access and data ownership. - Zapier Integration: Connect with thousands of third-party applications via Zapier, expanding workflow possibilities and automating tasks beyond the core platform. Primary Value and Solutions Provided: Better Agency addresses the common challenge of independent insurance agencies relying on disparate tools not designed for their specific needs. By offering a unified system that combines AMS and CRM functionalities with robust automation, it eliminates the need for "duct-taping" multiple tools together. This integration leads to increased efficiency, allowing agents to focus on selling more policies and retaining customers. The platform's user-friendly design and comprehensive support ensure quick onboarding, enabling agencies to see a positive return on investment promptly.

#### Who Is the Company Behind Better.agency?

- **Seller:** [Better Agency](https://www.g2.com/sellers/better-agency)
- **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®

### [Bima Grow](https://www.g2.com/products/bima-grow/reviews)

BimaGrow is a complete business growth platform designed for insurance advisors. From managing client data, policies, and renewals to tracking commissions and generating business insights, BimaGrow makes everything simple and organized. With powerful features like Lead Management, Policy Management, Renewal Reminders, Commission Tracking, Ledger, Business Reports, and AI-powered tools, advisors can focus more on sales and service rather than paperwork. BimaGrow also offers a lifetime free advisor website, unlimited editing, marketing posters, and vehicle/policy search to make your work smarter. You can even manage family groups, upsell or cross-sell policies, and unlock additional income opportunities through tie-ups. Whether you’re an independent advisor or running an agency, BimaGrow helps you save time, increase efficiency, and grow your insurance business with confidence.

#### Who Is the Company Behind Bima Grow?

- **Seller:** [iAgency Software](https://www.g2.com/sellers/iagency-software)
- **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®

### [Broker Buddha](https://www.g2.com/products/broker-buddha/reviews)

Broker Buddha makes it easy for commercial brokers to sell insurance

#### Who Is the Company Behind Broker Buddha?

- **Seller:** [Broker Buddha](https://www.g2.com/sellers/broker-buddha)
- **Year Founded:** 2017
- **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=74cca00b8a12628d3c4dd4a4d258896eb38fd6b96ea013f4df298fb701d59fb1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbrokerbuddha&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [BROKERCORE](https://www.g2.com/products/brokercore/reviews)

Cloud based application manages certificates, endorsements, claims, policies, renewals, tasks, email, CRM, invoicing, reports and more.

#### Who Is the Company Behind BROKERCORE?

- **Seller:** [Brokercore](https://www.g2.com/sellers/brokercore)
- **HQ Location:** Calgary, Canada
- **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®

### [BrokerEdge](https://www.g2.com/products/damco-solutions-brokeredge/reviews)

BrokerEdge is an advanced insurance broker software that provides core automation and connectivity to brokers enabling them to meet evolving customer expectations, manage their commissions, gain greater operational efficiency and stay relevant in an era of the rapid proliferation of alliances between insurers and smart tech firms. Break the chain of reliance on excel sheets and take a backseat, while technology changes the gears of your brokering business.

#### Who Is the Company Behind BrokerEdge?

- **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®

### [Broker Insights Vision™](https://www.g2.com/products/broker-insights-vision/reviews)

Broker Insights is a leading provider of data analytics and market insight for the global commercial insurance industry. Our award-winning Broker Insights Vision™ platform compiles and standardises commercial insurance market data, enabling brokers and insurers to work together in a more efficient way. Broker Insights was founded in the UK in 2018, and the company expanded into the US in 2023.

#### Who Is the Company Behind Broker Insights Vision™?

- **Seller:** [Broker Insights](https://www.g2.com/sellers/broker-insights)
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=26d4a028208bb3246235cad0b49375980c886ea412a71cad2e81406aa346285a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbroker-insights%2F&secure%5Burl_type%5D=linkedin_company_website)

### [Broker Web Portal](https://www.g2.com/products/broker-web-portal/reviews)

DICEUS Broker Web Portal is a ready-made, configurable platform designed to help insurance brokers manage policies, claims, clients, and billing operations within a single digital workspace. The portal centralizes all broker activities, replacing manual, email-based, and spreadsheet-driven processes with automated workflows that improve efficiency and reduce operational errors. Brokers can quickly generate quotes using preconfigured templates and integrated rating engines, automatically calculate premiums, and send proposals to clients digitally. Policy management capabilities provide full visibility into policy lifecycles, including issuance, renewals, endorsements, and key dates, ensuring that brokers always have accurate and up-to-date information. The platform also streamlines invoicing by automatically generating invoices, tracking payment statuses, and sending reminders, enabling better financial control and faster collections. Claims management functionality allows brokers to register, monitor, and update claims in real time, with full transparency into claim statuses, required documents, and next steps. Integrated with customer-facing portals, the solution ensures seamless information exchange between brokers and policyholders. A centralized customer management module provides a 360° view of client data, including policies, claims, communication history, and interactions, enabling brokers to deliver faster and more personalized service. Built-in dashboards and analytics offer insights into portfolio performance, sales, and customer activity, supporting data-driven decision-making. With role-based access, configurable workflows, and API-first integration capabilities, the portal can be seamlessly connected to core insurance systems, CRM platforms, and external data sources. DICEUS Broker Web Portal enables brokers to digitize operations quickly, improve customer experience, increase productivity, and gain a competitive advantage in an increasingly digital insurance market.

#### Who Is the Company Behind Broker Web Portal?

- **Seller:** [DICEUS](https://www.g2.com/sellers/diceus)
- **Year Founded:** 2011
- **HQ Location:** Wroclaw, PL
- **Twitter:** @Diceus\_global  
306 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=48932365b613bd925b93e63375d47ba9990032248962a29656c978370097b794&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdiceus%2F&secure%5Burl_type%5D=linkedin_company_website)  
133 employees on LinkedIn®

### [Broksy](https://www.g2.com/products/broksy/reviews)

Cloud based solution made solely for insurance brokers to manage your clients, leads, and policies.

#### Who Is the Company Behind Broksy?

- **Seller:** [Bitwize](https://www.g2.com/sellers/bitwize)
- **Year Founded:** 2003
- **HQ Location:** Mansourieh, LB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=44d04c128b568aa5455819f34f88834cd670c64635d881002cebddcacd07f307&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbitwize&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

### [C2MS Insurance ERP](https://www.g2.com/products/c2ms-insurance-erp/reviews)

C2MS is an innovative Insurance ERP, providing sales pipeline, claims and policy administration.

#### Who Is the Company Behind C2MS Insurance ERP?

- **Seller:** [Buckhill](https://www.g2.com/sellers/buckhill)
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=29cd2fcd2aa43231e34aee44b32ba77fe7af4ae2472391a7bd8bf3fc436ad839&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbuckhill-ltd&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

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

We have built and installed hundreds of captive solutions in dozens of countries over three decades. We understand the negative impact that complex and overpriced tools can make on your balance sheet.

#### Who Is the Company Behind capteus?

- **Seller:** [Capteus](https://www.g2.com/sellers/capteus)
- **Year Founded:** 2022
- **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=9ca2bb338fb60365e575ce2476e526d58dba5e2e69a61731c764ca811825de8a&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcapteus-marketing&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [CIGMA](https://www.g2.com/products/cigma/reviews)

CiGMA is a cloud-based CRM solution. CiGMA offers a platform in which customer interaction and Underwriter confirmation is all one click away. Monitor, Distribute, Filter, set lead reminders – CiGMA provides total control.

#### Who Is the Company Behind CIGMA?

- **Seller:** [Artemis Solutions](https://www.g2.com/sellers/artemis-solutions)
- **Year Founded:** 2013
- **HQ Location:** Portsmouth, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4733041151e64cbfdc73586751de4f3289932472c4f9fb67981a3f6393b94293&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fartemis-solutions-ltd&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [Comarch Digital Insurance](https://www.g2.com/products/comarch-digital-insurance/reviews)

Comarch Digital Insurance is an insurance software. It supports both sales by facilitating the everyday work and insurance clients providing with customer experience and satisfaction.

#### Who Is the Company Behind Comarch Digital Insurance?

- **Seller:** [Comarch](https://www.g2.com/sellers/comarch-7cd655c1-8046-4480-a0b9-ec69b863dda9)
- **Year Founded:** 1993
- **HQ Location:** Kraków, PL
- **Twitter:** @ComarchGroup  
1,190 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6dd7479842c92ed2dbc6a8cbf938ca0b7ef0ea7364692e733cbb2de21b375991&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcomarch%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,032 employees on LinkedIn®
- **Ownership:** WSE: CMR

### [Comzyme](https://www.g2.com/products/comzyme/reviews)

Comzyme Limited is a Hong Kong-based company specializing in developing software systems tailored for insurance brokers and agents. Key Features and Functionality: - Insurance Brokerage Management: Comzyme's software offers tools for managing client portfolios, policy tracking, and claims processing, streamlining daily operations for insurance professionals. - Agent Support Tools: The system provides functionalities to assist agents in client communication, appointment scheduling, and performance tracking, enhancing productivity and client engagement. - Compliance and Reporting: Comzyme ensures that its software adheres to industry regulations, offering features for compliance monitoring and generating necessary reports for regulatory bodies. Primary Value and User Solutions: Comzyme's software addresses the unique challenges faced by insurance brokers and agents by automating routine tasks, reducing manual errors, and ensuring compliance with industry standards. This leads to increased operational efficiency, improved client satisfaction, and a more streamlined workflow for insurance professionals.

#### Who Is the Company Behind Comzyme?

- **Seller:** [Comzyme](https://www.g2.com/sellers/comzyme)
- **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®

### [COREFIN Broker Solution](https://www.g2.com/products/corefin-broker-solution/reviews)

A web-based software solution for brokers for an end-to-end management of all processes in a modern and efficient way for best results.

#### Who Is the Company Behind COREFIN Broker Solution?

- **Seller:** [Corefin](https://www.g2.com/sellers/corefin)
- **Year Founded:** 2008
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fbf2ecf803b34969c7bffe2fd32433db4f02c2d7992d349e3e4c89a9cc2b3c9a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorefin&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

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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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