Best Insurance Agency Management Software for Small Businesses

    Products classified in the overall Insurance Agency Management category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Insurance Agency Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Insurance Agency Management category.

    In addition to qualifying for inclusion in the Insurance Agency Management Software category, to qualify for inclusion in the Small Business Insurance Agency Management Software category, a product must have at least 10 reviews left by a reviewer from a small business.

    Top 10 Insurance Agency Management Software for Small Businesses

    • Applied Epic
    • Jenesis
    • AMS360
    • QQCatalyst
    • Applied TAM
    • HawkSoft
    • EZLynx
    • SmartOffice
    • TLDCRM
    • Macaw Agency Management System

    Compare Small Business Insurance Agency Management Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (234)4.5 out of 5

    Applied Epic is the industrys most technologically advanced, flexible and secure cloud-based agency management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.

    (26)4.5 out of 5

    Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.

    (45)3.6 out of 5

    AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects.

    (25)4.2 out of 5

    QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. It enables agencies to strengthen customer relationships and ensure effective business management, so they can focus on growing their book of business.

    (44)3.5 out of 5

    As the management system that created a digital industry, Applied TAM offers visibility into your clients and day-to-day operations. Applied TAM is one of the most widely used management systems in the world, second only to Applied Epic, which is the the world's most widely used management system.

    (18)4.5 out of 5

    Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.

    (18)3.9 out of 5

    EZLynx Agency Management allows you to maximize your agency's potential by increasing your ability to retain current customers while acquiring new business.

    (24)3.6 out of 5

    CRM system for Insurance and Financial Services

    (17)4.7 out of 5
    Optimized for quick response
    Entry Level Price:$75.00 per user per month

    Total Lead Domination (TLD) CRM is specially geared for the insurance sales industry, originally starting with health and life. TLD is the most effective software solution for your sales operation or call center. We have developed our system based off of numerous call center's workflows and continue to add major features and conveniences into the system weekly. The purpose of the CRM is to assist an agency with the following goals: Sales, Communications, Retention, Commissions & Customer Ser

    Macaw Agency Management System supports the functions and workflows of Insurance Agencies, Brokers and Managing General Agents. The functional areas supported are CRM, Sales, Underwriting, Policy management, Claims recording and tracking, Billing, Payments, Customer self-service and Producer self-service. The front end is responsive and mobile-enabled. The insurance products across lines of business are configurable, and hence easy to change. The Rating and Underwriting capabilities are extrem

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    Check out the G2 Grid® for the top Insurance Agency Management Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
    High Performers
    Applied TAM
    Applied Epic
    Macaw Agency Management System
    Market Presence

    Learn More About Insurance Agency Management Software

    What is Insurance Agency Management Software?

    Insurance agency management software is multiuse software designed to manage the operations of an insurance agency. These solutions provide back-office functionality as well as customer-facing features. The goal of an insurance agency management system is to provide a comprehensive solution that takes care of the majority of tasks required of an insurance agency.

    Key Benefits of Insurance Agency Management Software

    • Consolidate client information
    • Improve managerial efficiency
    • Generate detailed reports
    • Improve client communications

    Why Use Insurance Agency Management Software?

    Insurance agency management software is vital for insurance agencies to consolidate their data, improve their operational efficiency, build strong customer relationships, generate reports, track claims, and more. The agency management system acts as the central hub for all insurance agency activities, including building and maintaining a client base and strong communication channels with those clients.

    Consolidate Data — Insurance agencies have a lot of information on file. Insurance agency management systems make it easier to house a majority of agency information in a single location. These consolidated data sets help insurance providers with complex, data-driven tasks such as risk assessment, risk management, and fraud detection.

    Marketing Automation — Many insurance agency management systems contain marketing automation features, which allow agencies to streamline marketing operations. These features enable insurance agencies to create campaigns that drive prospect collection, delivering proper messaging to the correct prospects at the right time. Instead of cold email campaigns or poorly timed off-message mass emails, agents can rely on the aid of their agency management system to streamline and improve their outreach to both prospective and current clients.

    Lead Management — Lead management is a major reason why companies use agency management systems. Insurance agency management software can assist in managing a sales and prospecting process, which can be extremely time-consuming. Leads are key to this, so agency management systems contain lead management functionality to aid in the transition from marketing to sales activities in the sales funnel.

    Who Uses Insurance Agency Management Software?

    Insurance agencies are the companies who use insurance agency management software. Within the insurance agency itself, the sales team uses insurance agency management software the most, as it is vital to their function. This type of software is essentially a CRM and allows them to maintain accurate information about current clients and prospects that they can sell to.

    Insurance Agency Management Software Features

    Insurance agency management software often includes, but is not limited to, the following features:

    CRM — Solutions in this category almost always contain CRM functionality, enabling users to connect with prospects, develop relationships with existing clients, and maintain strong communication channels with all contacts in their system.

    Task Management — Task management functionality in these systems allows users to keep their tasks organized and their business running smoothly.

    Claims Management — There are dedicated claims management solutions, but often insurance agency management software contains some claims management features like claims reporting, settlement workflows, and risk assessment.

    Policy Management — This feature allows agents to manage client policies directly within the application.

    Client Portal — This is a self-service portal through which clients can perform a multitude of tasks, from updating information to checking on their policy and more. As clients become more digitally connected than ever before, offering self-service options will be increasingly important.

    Mobility — Certain insurance agency management platforms are now offering mobile versions of their applications. Both clients and agents can use the mobile application, which bolsters user engagement and ease of use on the go.

    Payment Processing — Certain insurance agency management systems contain built-in payment processing functionality. This makes it much easier to streamline workflows and keep relevant information in a single system.

    Accounting — Insurance agency management software sometimes contains basic accounting functionality.

    Commissions — Commissions tracking is a key feature of insurance agency management systems. Insurance agency management systems with this feature will track who is owed what, depending on sales, throughout the measured time period.

    Invoicing — Insurance agency management systems often have invoicing functionality so that billable actions can be invoiced directly to the client within a single system.