# Best Insurance Agency Management Systems - Page 8

## 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**

### Nexsure

Nexsure is a highly configurable AMS that unifies workflows, boosts team efficiency, and drives agency growth. Powered by Dyad, agencies of all sizes have put their trust in Nexsure for more than 20 years. Nexsure powers the entire policy lifecycle, starting with its marketing, quoting, and submission tools that streamlines application intake and decreases the time to quote and bind a policy. Nexsure also allows agencies to easily view policy details, and create workflows around renewals, endorsements, certificates, audits, and cancellations. With independent agencies facing a growing number of challenges, Nexsure enables faster submissions, unparalleled policy visibility, and automation where you need it. Your Agency. Your AMS. Your Way.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=599&secure%5Bchosen_at%5D=2026-08-07T20%3A27%3A22Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1479896&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%3D8&secure%5Btoken%5D=eec77c6ddfaaca0ea5baf2edfe5e2a8dc88c494b551261c4c4e52e0dc43353b5&secure%5Burl%5D=https%3A%2F%2Fdyadtech.com%2Fproducts%2Fnexsure%2F&secure%5Burl_type%5D=paid_promos)

### [Insuraxe Sales Tracking](https://www.g2.com/products/insuraxe-sales-tracking/reviews)

Welcome to Insurance Sales Tracking Track, manage, and optimize your insurance sales with our powerful tools. Features Sales Performance Dashboard Get a real-time overview of your sales metrics and performance. Lead Management Efficiently manage and track your leads from initial contact to closing the sale. Policy Tracking Keep tabs on all your policy sales with ease and accuracy. Data Analytics Analyze sales trends and performance with comprehensive reports and insights. Custom Alerts Set up alerts for key events and deadlines to stay on top of your sales activities. Why Choose Us? User-Friendly Interface Intuitive design to make managing your sales data effortless. Secure and Reliable Your data is protected with top-notch security measures. Contact Us Email: inf@insuraxe.com Phone: 1-844-951-4411

#### Who Is the Company Behind Insuraxe Sales Tracking?

- **Seller:** [Insuraxe Solutions](https://www.g2.com/sellers/insuraxe-solutions-8dd03284-3bcb-4209-9571-c00b75be5a17)
- **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®

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

The way to buy and sell insurance is broken — we're on a mission to change this. We make simple user experiences and meaningful products to help agents win. InsurGrid lets you instantly collect your client’s dec pages and insurance information to prepare a new quote without all the emailing back and forth. Make buying insurance effortless for your clients with InsurGrid. InsurGrid is the tool for agents to automate the way they collect personal lines dec policy summaries from their prospects!

#### Who Is the Company Behind InsurGrid?

- **Seller:** [InsurGrid](https://www.g2.com/sellers/insurgrid)
- **Year Founded:** 2020
- **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=5813919e0e9820ddaa485375d0be4b40d953575258307ba56ce2c8dd99468c5c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsurgrid&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Irys Insurtech](https://www.g2.com/products/irys-insurtech/reviews)

Irys is a cloud-based open API software platform for insurance distribution with revolutionary relationship and analytics visualization, with a focus on collaboration across departments and locations. With intuitive user interfaces, Irys can handle even the most complex commercial risks by leveraging automated workflows powered by AI, that save users time and clicks. Irys is everything legacy technology can never be.

#### Who Is the Company Behind Irys Insurtech?

- **Seller:** [Irys](https://www.g2.com/sellers/irys)
- **Year Founded:** 2021
- **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=01064c2061457115968c912501d29c2b413245b45c9d0608538a76f09ac2a474&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgo-irys&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [JAVLN Officetech](https://www.g2.com/products/javln-officetech/reviews)

JAVLN Officetech is a purpose-built Document Management System (DMS) and the compliance layer of the complete broker operating system. Designed specifically for insurance brokers, it achieves audit-readiness, mitigates regulatory risk, and enforces best-practice document management across the brokerage. The platform features immutable file notes and comprehensive audit trails that create non-editable records of all document interactions, ensuring complete regulatory compliance with ASIC, APRA, IBCOP and FCA requirements. With guided filing capabilities, brokers can automatically organise documents into correct client folders, reducing errors and saving valuable time. Key capabilities include powerful text-based search functionality that searches within documents (not just file names), customisable templates for consistent client communications, and automated renewal reminders. The system integrates natively with Microsoft 365, allowing brokers to work within familiar tools including Outlook, Word and Excel. Team collaboration is enabled through document check-in/check-out version control, preventing overwrites and ensuring everyone works on current versions. Built-in PDF tools enable editing, merging, and annotating without external software. The platform maintains 7-year retention for client, policy, and financial records, meeting stringent regulatory requirements. With SOC 2 Type 2 compliance, multi-factor authentication, and role-based access controls, JAVLN Officetech provides enterprise-grade security while remaining accessible from anywhere through cloud delivery. Used by 15,000+ insurance professionals across Australia and New Zealand, and now available in the United Kingdom, JAVLN Officetech operates as a standalone compliance solution or as the document management layer of the complete broker operating system: JAVLN Platform manages the transaction, Officetech maintains the audit trail, and together they close the gap between what you did and what you can prove.

#### Who Is the Company Behind JAVLN Officetech?

- **Seller:** [JAVLN](https://www.g2.com/sellers/javln)
- **Year Founded:** 2011
- **HQ Location:** Grey Lynn, NZ
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3dba8e21ccabad6036566f465cffdb169d7e7103ca34ca1e219a842761e414a0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjavln%2F&secure%5Burl_type%5D=linkedin_company_website)  
96 employees on LinkedIn®

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

Keal delivers custom-made, reliable and functional solutions that meet the needs of Canadian brokers in a personalized and respectful business environment.

#### Who Is the Company Behind Keal?

- **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore)
- **Year Founded:** 1969
- **HQ Location:** Denver, CO
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60d3a8fd80656518e345a470771e8fc6dd378de73fe517c3a2f13290816bf3c6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7892%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,046 employees on LinkedIn®

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

P&C brokers and agents need to sell and service their small-midsize business books more efficiently. Layr is the innovative insurance platform that puts everyone on the path to success: brokers, carriers, and small business owners. Base Layr is the all-in-one AMS solution, AI account manager, and insured digital kiosk branded to your brokerage. Keep your small business book in-house without hiring; Base supplements your team, expanding capacity and efficiency. Apex, Layr's full-service solution, is ideal for large books of business that you might otherwise consider outsourcing. When you shift your small business book to Apex, you'll get Layr's service portal and branded insured digital kiosk, plus dedicated licensed customer support and still keep 100% of commissions. Layr is committed to modernizing the insurance broker and digitizing the typically tech-averse, analog insurance industry in order to best serve the undersold small business market.

#### Who Is the Company Behind Layr?

- **Seller:** [Layr](https://www.g2.com/sellers/layr)
- **Year Founded:** 2016
- **HQ Location:** Atlanta, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e447dc220f77159dfcc0c4e9bd6042799882aa80e5a5774a26dfcd339ba3275f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fteamlayr%2F&secure%5Burl_type%5D=linkedin_company_website)  
50 employees on LinkedIn®

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

LeadOrganizer - Web based customized online agency management and Customer Relation Management (CRM) application (Not an insurance software) for the Insurance industry.

#### Who Is the Company Behind LeadOrganizer?

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

### [LTS Pro](https://www.g2.com/products/lts-pro/reviews)

This agent and agency management, marketing and tracking software system is designed to assist independent agents and agencies in tracking and running their agency more efficiently using best practices.

#### Who Is the Company Behind LTS Pro?

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

### [Mach 5 Agent](https://www.g2.com/products/mach-5-agent/reviews)

Mach5Agent's pricing is designed for independent P&C insurance agents who want enterprise-level automation without enterprise-level complexity. Three straightforward plans : Base ($247/mo), Core ($397/mo), and Scale ($597/mo) Each include a fully built automation system with no setup fees, so agents can start generating results from day one. Unlike generic CRM platforms that hand you a blank tool and walk away, every Mach5Agent plan comes pre-configured with proven AI-powered workflows built and battle-tested inside a real, active insurance agency. Annual billing saves up to $1,188 per year. Power-up add-ons like additional AI voice agents, custom email and SMS campaigns, and high-converting landing pages let any plan scale with your agency without forcing a full upgrade. Setup is included. Your automation is ready in 7 to 10 business days.

#### Who Is the Company Behind Mach 5 Agent?

- **Seller:** [Mach 5 Agent](https://www.g2.com/sellers/mach-5-agent)
- **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®

### [Majesco CloudInsurer](https://www.g2.com/products/majesco-cloudinsurer/reviews)

A Business Platform for all insurers, from greenfields and start-ups to established insurers and reinsurers, to capture the rapidly expanding opportunities for innovation and growth.

#### Who Is the Company Behind Majesco CloudInsurer?

- **Seller:** [Majesco](https://www.g2.com/sellers/majesco)
- **Year Founded:** 1982
- **HQ Location:** Morristown, NJ
- **Twitter:** @Majesco\_Inc  
2,265 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5172853c58a2edb8a09dff3eae6dd7041322f2cd46c75c3aa0c1040ee9cb6402&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmajesco&secure%5Burl_type%5D=linkedin_company_website)  
2,786 employees on LinkedIn®
- **Ownership:** NSE: MAJESCO

### [Mindware Insurance Agency System](https://www.g2.com/products/mindware-insurance-agency-system/reviews)

Mindware Insurance Agency System (MIAS) is a comprehensive software solution tailored for small to medium-sized insurance agencies and agents, aiming to enhance operational efficiency and productivity. Designed with user-friendliness in mind, MIAS offers a cost-effective platform that streamlines daily tasks and simplifies accounting processes. The system supports multi-language handling, including English and Chinese, catering to a diverse user base. Key Features and Functionality: - Policy Management: Efficiently enter and manage quotations, policies, endorsements, renewal notices, payments, and commissions. - Document Management: Scan and link all relevant documents—such as proposal forms, schedules, and claims—to corresponding policies, facilitating a paperless office environment. - Customizable Templates: Utilize specially designed input screens for various classes of insurance, including motor, travel, domestic helper, and more. - Comprehensive Reporting: Generate detailed financial statements and reports swiftly, reducing the time required from days to seconds. - Advanced Search Capabilities: Locate policies using various details like customer telephone, name, address, or policy number. - Commission and Payment Tracking: Manage commissions and payments for agencies, agents, sub-agents, insurance companies, and insured parties. - User Access Control: Implement access level permissions based on user roles, ensuring secure and controlled access to sensitive information. - Multi-Language Support: Operate the system in multiple languages, including English and Chinese, to accommodate diverse user needs. Primary Value and User Solutions: MIAS addresses the critical need for insurance agencies to manage their operations efficiently and accurately. By automating routine tasks, providing robust document management, and offering comprehensive reporting tools, MIAS significantly reduces manual workload and minimizes errors. The system's affordability and ease of use make it accessible for agencies seeking to enhance their service quality without incurring high costs. Additionally, the capability to import data from existing programs ensures a smooth transition to MIAS, preserving valuable historical information. Overall, MIAS empowers insurance agencies to deliver superior service to their clients while maintaining streamlined internal processes.

#### Who Is the Company Behind Mindware Insurance Agency System?

- **Seller:** [Mindware Systems](https://www.g2.com/sellers/mindware-systems)
- **Year Founded:** 1998
- **HQ Location:** Kwun Tong, HK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=96aa9751d8468f674bc923727a82a78570da5f9ad3eb0048d7b73a93384bd59c&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmindware-systems&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Mobinsure IMS](https://www.g2.com/products/mobinsure-ims/reviews)

Management system for insurance agencies that integrates reports, sales, customer relations, and payment all into one.

#### Who Is the Company Behind Mobinsure IMS?

- **Seller:** [Mobinsure Software](https://www.g2.com/sellers/mobinsure-software)
- **Year Founded:** 2016
- **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=1d76d2589f6f824cb78c6cfb793ba98e912d8de23a6b4219600c9169e0d05348&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexpireddomainscom&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

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

Specialist insurance software for on-premise and cloud. Built on Progress Openedge interfacing with Sage and Microsoft products.

#### Who Is the Company Behind mPACS?

- **Seller:** [Mandon Software Limited](https://www.g2.com/sellers/mandon-software-limited)
- **Year Founded:** 1999
- **HQ Location:** Belfast, GB
- **Twitter:** @MandonSoftware  
339 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=64a0b005935d8530fb81dc7cc7a268ddb8a13c0e530feb08331853f6e07d21e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmandon-software-limited%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

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

Built on Salesforce, Novidea’s Insurance Agency Management System (AMS) is the most intelligent cloud-native, data-driven platform for agencies, wholesalers, and MGAs.

#### Who Is the Company Behind Novidea?

- **Seller:** [Novidea](https://www.g2.com/sellers/novidea)
- **Year Founded:** 2009
- **HQ Location:** Netanya, IL
- **Twitter:** @Novidea\_soft  
915 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a85824ab8c99a44617f3814dea903bb007a96c78334291e6a2e48be3ae511910&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnovidea-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
239 employees on LinkedIn®

### [OneHQ](https://www.g2.com/products/onehq-onehq/reviews)

OneHQ brings your whole tech stack together. Built by and for Aussie accountants, OneHQ is practice management software with compliance workflows at its core. It replaces the messy mix of spreadsheets, email threads, task apps and disconnected SaaS subscriptions that firms rely on just to keep BAS, tax returns and recurring obligations on track. Instead of managing tasks, OneHQ manages obligations. It’s structured around Australian entities, recurring compliance cycles and real ATO deadlines — giving partners a clear, real-time view of what’s due, what’s stuck, and what needs attention now. Secure. Structured. Built for how Australian firms actually operate.

#### Who Is the Company Behind OneHQ?

- **Seller:** [OneHQ](https://www.g2.com/sellers/onehq-b0dee7d3-bd1e-48f3-969b-a8d54219af8d)
- **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®

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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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