Best Insurance Agency Management Systems - Page 6

Aiden

Aiva Quote

Alternative Risk Platform

DICEUS is an insurance technology company founded in 2011 and headquartered in Wilmington, Delaware. The company provides configurable, implementation-ready software platforms together with implementation, configuration, customization, and integration services for insurance organizations. DICEUS Alternative Risk Platform is designed for captive management firms, cell company administrators, risk retention groups, reciprocal managers, self-insurance administrators, program administrators, captive owners, and other teams responsible for managing alternative risk structures. The platform supports entity onboarding, policy management, product configuration, bordereau intake and reconciliation, claims handling, invoicing and billing, reporting, and statutory and regulatory filings across multiple structures and domiciles. Administrators can configure rules, charts of accounts, and reporting templates for each entity. Carrier and TPA bordereaux can be mapped into reusable templates for parsing, reconciliation, and posting. A multi-entity ledger tracks premiums, fees, reserves, and allocations, while portfolio dashboards provide visibility into loss ratios, capital, fees, and compliance status. The platform also generates delegated-authority reports and owner, participant, and carrier statements from platform data. Compliance calendars, filing status tracking, versioned audit trails, and actuarial monitoring support financial control, reporting, and audit readiness across every entity. DICEUS Alternative Risk Platform helps organizations replace disconnected spreadsheets, emails, and manual reporting processes with structured workflows and a consistent source of operational and financial data. Teams can onboard new entities more consistently, reduce repetitive bordereau reconciliation, monitor portfolios across structures and domiciles, and respond to owner, carrier, board, auditor, and regulator requests using current platform data. Configurable rules preserve the operating differences of each cell, program, fund, or account, while reusable templates support growth without requiring administrative work to increase at the same rate as the portfolio. The platform can also operate alongside existing policy, claims, finance, and reporting systems, allowing organizations to modernize alternative risk operations without requiring an immediate core-system replacement.

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.