Best Insurance Agency Management Systems - Page 6

Aiden

Aiva Quote

ARLO CRM

ARLO CRM is insurance agency management software for independent agents handling commercial and personal lines. Using optical character recognition, it extracts coverage details, limits, deductibles, and premiums from policy documents like declaration pages. Agents can upload policies, and the system auto-fills quote fields with extracted data. An AI assistant creates ACORD forms, including 125, 126, 130, and 137, for carrier submissions. The platform supports general liability, property, auto, workers' compensation, homeowners, umbrella, and flood insurance. A client portal offers policyholders access to policy details, document downloads, ID cards, and tools to request changes or file claims. The certificate generator produces ACORD 25, 27, and 28 forms by extracting data from declaration pages. Dashboards track agency performance, lead pipelines, and renewals. Multi-carrier quoting enables rate comparisons, while market access helps new agents quote carriers without appointments.

Aron Insurtech Platform

ARS Manager

An agency management system designed for agencies writing direct bill auto and collecting payments in their office.

Ask Kodiak

Ask Kodiak is a commercial lines appetite and eligibility platform that enables carriers and MGAs to publish and maintain their risk appetite in real time across the tools independent agents already use — including agency management systems like Applied Epic and EZLynx, comparative raters, mobile apps, and web portals. Agents get a Google-like search experience to instantly find markets that match their clients' risks. Carriers enter their appetite once and reach their entire distribution network simultaneously. Analytics dashboards provide insight into agent search trends, appetite views, and top-performing profiles to support product development and distribution strategy.

Aspire

Web-based innovative CRM-based agency management system with built in marketing, text messaging, mobile application and more.

BASIC Guru

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

Better.agency

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.

Bima Grow

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.

Broker Buddha

Broker Buddha makes it easy for commercial brokers to sell insurance

BROKERCORE

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

BrokerEdge

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.

Broker Insights Vision™

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.

Broker Web Portal

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.