# Best Insurance Agency Management Systems - Page 7

## 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**

### Invoiced

Invoiced by Flywire is an AI-native accounts receivable and invoice-to-cash automation platform designed to help B2B finance teams automate billing, collections, payment processing, and cash reconciliation. Built for mid-market and enterprise businesses managing high-volume receivables, Invoiced eliminates manual A/R work so finance teams can scale operations without adding proportional headcount. Acquired by Flywire (NASDAQ: FLYW) in 2024, Invoiced combines accounts receivable software, AI-powered automation, integrated payment processing, and deep ERP integrations into a single connected platform. Unlike point solutions or freelance invoicing tools, Invoiced is purpose-built for complex B2B finance operations where invoice volume is high, payment methods are diverse, and reconciliation is time-consuming. Core Capabilities & Features: -Automated Collections Workflows — Customizable dunning sequences, payment reminders, and escalation rules that trigger based on payment status and customer behavior, reducing manual follow-up work -AI-Powered Cash Application — CashMatch AI automates payment matching and reconciliation to invoices, even with incomplete remittance data, minimizing exceptions and month-end reconciliation time -Subscription & Recurring Billing — Supports usage-based, recurring, and hybrid billing models with automated invoice generation, proration, and customer billing portals -Global Payment Processing — Accepts 1,200+ payment methods across 140+ currencies with automatic FX handling, enabling domestic and cross-border collections without adding banking complexity -Deep ERP Integrations — Native connectors to NetSuite, Sage Intacct, Microsoft Dynamics 365, Salesforce, and others ensure real-time data sync and eliminate duplicate data entry Finance teams use Invoiced to accelerate cash collection, reduce days sales outstanding (DSO), and regain visibility into the full receivables lifecycle. The platform eliminates data silos between AR, payments, and ERP systems by automating payment reconciliation and posting. Routine manual tasks—invoice delivery, payment chasing, cash matching, exception handling—are shifted to AI-driven workflows, freeing finance professionals to focus on strategy, forecasting, and relationship management rather than execution. The platform is particularly valuable for organizations scaling transaction volume without scaling headcount, companies operating internationally with multi-currency and multi-payment-method requirements, and finance teams struggling with legacy systems that lack automation and integration. Invoiced serves mid-market and enterprise finance teams across industries including SaaS, healthcare, education, financial services, insurance, professional services, staffing, and nonprofits. Thousands of global customers rely on Invoiced to process billions in receivables annually, and the platform is recognized as a category leader in A/R automation.

[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=2026-08-08T21%3A27%3A39Z&secure%5Bdisplayable_resource_id%5D=1361&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=5873&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=5873&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%3D7&secure%5Btoken%5D=f53298227affbe4999473a03b75e316920c36dd4f22349e1b89bad09741dd492&secure%5Burl%5D=https%3A%2F%2Fwww.invoiced.com%2Faccounts-receivable%3Futm_source%3Dg2%26utm_medium%3Dreferral%26utm_campaign%3Dcompetitor%2Bad%2Bplacement%2B%26utm_id%3D082025%26utm_content%3Dbilling&secure%5Burl_type%5D=book_demo)

### [CP Manager](https://www.g2.com/products/cp-manager/reviews)

Very easy to implement and learn, this software improves workflow and automates all necessary tasks.

#### Who Is the Company Behind CP Manager?

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

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

Democrance helps insurers and insurance brokers to increase digital sales and access new markets. With our SaaS platform, our partners are able to enhance their digital sales mechanisms by automating workflows, and increase their operational efficiency and profitability in the insurance market.

#### Who Is the Company Behind Democrance?

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

### [Duck Creek Platform](https://www.g2.com/products/duck-creek-platform/reviews)

EXAMPLE Platform provides Rating, Underwriting, Policy Processing & Web Enablement for all lines of insurance.

#### Who Is the Company Behind Duck Creek Platform?

- **Seller:** [Duck Creek Technologies](https://www.g2.com/sellers/duck-creek-technologies)
- **Year Founded:** 2000
- **HQ Location:** Boston, MA
- **Twitter:** @DuckCreekTech  
3,215 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3134290c320b908a524bb5d824d41a977bf821e988043ec613a592fa210c6085&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fduck-creek-technologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,878 employees on LinkedIn®
- **Ownership:** NASDAQ: DCT

#### Who Uses This Product?

- **Company Size:** 100% Large

#### What Are G2 Users Discussing About Duck Creek Platform?

- [What is Duck Creek Platform used for?](https://www.g2.com/discussions/what-is-duck-creek-platform-used-for)

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

Web-based model management system with accounting capabilities for agencies and brokerage houses.

#### Who Is the Company Behind EbixASP?

- **Seller:** [Ebix](https://www.g2.com/sellers/ebix)
- **Year Founded:** 1976
- **HQ Location:** Johns Creek, GA
- **Twitter:** @EbixInc  
1,690 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fec377ae8a15eb528f92d984b25a3de32d36908662ebbfa83936ecdedd98718b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F40563%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,663 employees on LinkedIn®
- **Ownership:** OTCMKTS: EBIXQ

### [Equisoft/centralize](https://www.g2.com/products/equisoft-centralize/reviews)

Equisoft/centralize is an agency management system connecting all stakeholders for streamlined insurance distribution and commission management.

#### Who Is the Company Behind Equisoft/centralize?

- **Seller:** [Equisoft Inc.](https://www.g2.com/sellers/equisoft-inc)
- **Year Founded:** 1994
- **HQ Location:** Montréal, CA
- **Twitter:** @Equisoft  
411 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a98b6579f2189be9aed230e038ca4776d076f24956c4ecfdbd81c1ac6c500c55&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fequisoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
908 employees on LinkedIn®

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

Combining old and new trends, this software includes features like document management, T-filing, General Ledger, and a calendar.

#### Who Is the Company Behind eVo?

- **Seller:** [Evolution Agency Management](https://www.g2.com/sellers/evolution-agency-management)
- **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®

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

Exdion is a provider of AI-driven solutions designed to digitally transform the insurance and healthcare industries. By integrating advanced technologies such as artificial intelligence , machine learning , and natural language processing , Exdion offers a suite of products that streamline operations, enhance accuracy, and improve customer satisfaction. Key Features and Functionality: - Exdion EDGE Platform: A comprehensive suite of products that automates various aspects of the insurance policy lifecycle, including policy checking, quote comparison, renewals, compliance, and data extraction. This platform leverages AI to reduce manual processing, minimize errors, and increase operational efficiency. - Exdion Policy Check: An AI-powered system that performs thorough reviews of insurance policies, carrier quotes, limits, exclusions, and policy language to identify and correct errors. It integrates seamlessly with major Agency Management Systems, enhancing accuracy and reducing the time required for policy reviews. - Exdion Xtract: A versatile data extraction engine capable of processing documents from over 2,000 underwriting carriers across more than 3,000 templates. It handles over 80 lines of business, extracting and analyzing data to support informed decision-making and improve client engagement. - Exdion Health's ProMaxAI: An AI-driven tool within Exdion's healthcare tech suite that provides real-time business intelligence and actionable analytics. It offers immediate feedback on coding errors and omissions, enabling healthcare providers to refine documentation and enhance billing accuracy. Primary Value and Solutions Provided: Exdion's solutions address critical challenges in the insurance and healthcare sectors by automating time-consuming manual processes, reducing errors, and enhancing operational efficiency. For insurance brokers and carriers, Exdion's platforms mitigate errors and omissions risks, improve policy accuracy, and streamline the policy lifecycle. In the healthcare domain, Exdion's tools optimize revenue cycles, ensure compliance, and provide actionable insights, allowing providers to focus more on patient care. By leveraging cutting-edge AI technologies, Exdion empowers businesses to be future-ready, offering scalable and adaptable solutions that drive growth and customer satisfaction.

#### Who Is the Company Behind Exdion?

- **Seller:** [Exdion](https://www.g2.com/sellers/exdion)
- **Year Founded:** 2000
- **HQ Location:** Plano, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04a2532a39ecd0d328915b3e105761dfa09e899f967bc5a64415953da323739f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexdion&secure%5Burl_type%5D=linkedin_company_website)  
263 employees on LinkedIn®

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

FIMMAS is a complete, integrated system for the support of a wide range of group and individual insurance products.

#### Who Is the Company Behind FIMMAS?

- **Seller:** [Management Data](https://www.g2.com/sellers/management-data-85f2a7fd-6511-408d-8b44-655e5b1588f9)
- **Year Founded:** 1982
- **HQ Location:** Birmingham, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8d962a92c215ee8c3908338e6a1cb65347f4b919f2f1cc78b28e7462ef1b726b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmanagement-data-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

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

Hexure FireLight is a sales automation platform that helps insurance, annuity and investment companies market, sell, and support their financial products. FireLight powers the entire life insurance and annuity sales workflow including, pre-sale, quoting, illustrations, e-application, e-delivery, and post-sale. It's designed to be easy to use for both carriers and distributors, and can help streamline sales cycles, improve agent productivity, and reduce not-in-good-order rates.

#### Who Is the Company Behind FireLight?

- **Seller:** [Hexure](https://www.g2.com/sellers/hexure)
- **Year Founded:** 1995
- **HQ Location:** Colorado Springs, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c7689d10db1d532cfd35f81e378509cd55c5ef72199910896e8744eb54c0d3b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhexure&secure%5Burl_type%5D=linkedin_company_website)  
233 employees on LinkedIn®

### [Fulcrum](https://www.g2.com/products/fulcrum-inc-fulcrum/reviews)

Fulcrum Inc. is a cloud-based software company headquartered in San Francisco, California, that helps organizations streamline field inspections and data collection. Its platform replaces paper forms with mobile tools, enabling teams to capture accurate information, photos, and location details in real time. Serving industries like construction, utilities, and environmental services, Fulcrum makes fieldwork faster, safer, and more efficient. Organizations worldwide rely on Fulcrum to improve project visibility, reduce errors, and make smarter, data-driven decisions.

#### Who Is the Company Behind Fulcrum?

- **Seller:** [Fulcrum](https://www.g2.com/sellers/fulcrum-8ddac08e-01ab-41b7-8737-3e658607ab37)
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3e5e2bea666980ed9ac6b648d807cfb2b8ea8ee81e31844866556636f3af787f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffulcrumtechincorporated%2F&secure%5Burl_type%5D=linkedin_company_website)  
34 employees on LinkedIn®

### [Go-Insur](https://www.g2.com/products/go-insur/reviews)

Get new products to market faster, unlock new efficiencies, expand distribution quicker and improve servicing with GO-INSUR, the multi- award-winning super-agile insurtech platform. GO-INSUR is the go-to Quote & Buy solution for D2C Insurers, Brokers and MGAs, enabling you to leave legacy systems behind and digitise your insurance operation for the 21st Century. Embrace a faster, cloud-based quote and buy solution that's agile, robust and rapidly scalable. Built by one of the UK's leading digital transformation specialists, with existing clients includes Marsh, Legal & General, British Friendly and Hiscox, GO-INSUR gives your business total control and the confidence to create, manage and distribute new products rapidly, enabling accelerated growth, high profit margins and lower distribution costs. Winner of 'Best Usability' at the SoftwareSuggest Awards, Go-Insur boasts impressive UX design for seamless customer journeys that encourage conversions, plus a cutting-edge quotation engine, and intelligent API integrations with well-known back-office and payment gateways, to make policy admin a breeze. GO-INSUR empowers your business to rapidly grow and respond to changing market conditions and gain the competitive edge. GO-INSUR is perfect for insurance retailers, wholesalers and capacity providers, streamlining the entire customer lifecycle to provide you a happier, smarter digital insurance world. Sell Direct-to-Customer or via a Broker, manage commissions effortlessly and track policy purchases, implement omnichannel products with ease via a single self-serve portal with fully automated quotes and email communications. Adapt your insurance business to the 21st century with GO-INSUR, and start leading the way in digital insurance transformation.

#### Who Is the Company Behind Go-Insur?

- **Seller:** [Pancentric Digital](https://www.g2.com/sellers/pancentric-digital)
- **Year Founded:** 2003
- **HQ Location:** London, England
- **Twitter:** @pancentric  
2,220 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ce68cea53ec5d59fac23862022b45e7ab4d65d1fab67264116effb7a54424e09&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F130315%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

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

GravityCerts builds done-for-you websites for independent insurance agencies, built on WordPress. Includes smart quote intake forms for personal lines, commercial lines, trucking, and contractors; native integrations with Momentum AMP, AgencyZoom, TurboRater, Canopy Connect, Cover Whale, and Bold Penguin; video quote proposals; a client portal; and an agency dashboard intranet. Built by agency owners, for agency owners. We're committed to turning your website into a functional tool that delivers results.

#### Who Is the Company Behind GravityCerts?

- **Seller:** [GravityCerts](https://www.g2.com/sellers/gravitycerts)
- **Year Founded:** 2020
- **HQ Location:** Medford, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ac08191253449bd2a214c58819d9b722e4b44b4332400b4c13908005fd8e791f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgravitycerts%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

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

Insurance brokerage system that delivers insurance coverage, collections, remittance, claims processing, and online financial reports.

#### Who Is the Company Behind IIBS?

- **Seller:** [Asian Business Solutions](https://www.g2.com/sellers/asian-business-solutions)
- **Year Founded:** 1997
- **HQ Location:** Makati, PH
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1d5695ef6cb51a6856d958ab53edc9ec0e9738aa8a6a774d417849d880ec9d0f&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fabsionline&secure%5Burl_type%5D=linkedin_company_website)  
38 employees on LinkedIn®

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

InsurAMS is a web-based agency management system for independent insurance agencies with 1-5 agents. It provides client and policy management, Certificate of Liability Insurance generation, renewal tracking with daily email alerts, CSV import from spreadsheets, document storage, multi-user team management with admin/agent roles, and a Zapier-compatible REST API. Pricing is $99/month per agency with unlimited users and a 30-day free trial.

#### Who Is the Company Behind InsurAMS?

- **Seller:** [InsurAMS](https://www.g2.com/sellers/insurams)
- **Year Founded:** 2026
- **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=25a7f2c13efb4694e0aa3d5791b6e88384d2e8f127ce7f0446281e987627a892&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsurams&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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

insurance.io is an insurance technology platform that enables marketplaces, carriers, and agencies to manage consumer insurance shopping, agent connectivity, and performance optimization across digital acquisition channels. The platform supports lead, call, and click-based workflows with configurable routing, reporting, and compliance tools. insurance.io is developed by SmartFinancial.com.

#### Who Is the Company Behind Insurance.io?

- **Seller:** [SmartFinancial.com](https://www.g2.com/sellers/smartfinancial-com)
- **Year Founded:** 2012
- **HQ Location:** Newport Beach, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f231fe63816c4ee43700f3810cdb5a7df91dbccab09502af5a64e9fc1153b1c4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcontactability-smartfinancial%2F&secure%5Burl_type%5D=linkedin_company_website)  
304 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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