# Best Insurance Agency Management Systems *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)* 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 ## Top Insurance Agency Management Systems at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | 4.4/5.0 (1,558 reviews) | Commercial lines renewal workflows with carrier download automation | "[Applied Mobile: Easy to Use and Works Great](https://www.g2.com/survey_responses/applied-epic-review-12979010)" | | 2 | [AMS360](https://www.g2.com/products/ams360/reviews) | 4.3/5.0 (936 reviews) | Policy documentation and commission reconciliation workflows | "[Versatile Platform with Room for Modernization](https://www.g2.com/survey_responses/ams360-review-12829467)" | | 3 | [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) | 4.4/5.0 (601 reviews) | Small agency client files with Acord automation | "[Reliable AMS!](https://www.g2.com/survey_responses/qqcatalyst-review-11379764)" | | 4 | [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) | 4.4/5.0 (699 reviews) | Personal lines comparative rating with CRM | "[Very good agency management system](https://www.g2.com/survey_responses/ezlynx-review-11507181)" | | 5 | [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) | 4.2/5.0 (115 reviews) | Benefits revenue tracking with AMS360 integration | "[Benefit Point’s Customization Makes It Our Central Source of Information](https://www.g2.com/survey_responses/benefitpoint-review-12554702)" | | 6 | [HawkSoft](https://www.g2.com/products/hawksoft/reviews) | 4.8/5.0 (84 reviews) | Independent agencies prioritizing data ownership and workflow consistency | "[Hawksoft Is User-Friendly and Convenient to Use](https://www.g2.com/survey_responses/hawksoft-review-12569703)" | | 7 | [Nexsure](https://www.g2.com/products/dyad-nexsure/reviews) | 4.4/5.0 (33 reviews) | Policy workflows with service automation and E&O tracking | "[Compliance Champion with Room for Reporting Improvement](https://www.g2.com/survey_responses/nexsure-review-12806836)" | | 8 | [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) | 4.7/5.0 (42 reviews) | Multi-agent commission tracking and automated workflows | "[User-Friendly Interface, Top-Tier Customer Service](https://www.g2.com/survey_responses/agencybloc-ams-review-12715086)" | | 9 | [Jenesis](https://www.g2.com/products/jenesis/reviews) | 4.7/5.0 (154 reviews) | Paperless client files with text communication | "[Easy Setup, Intuitive for Agency Management](https://www.g2.com/survey_responses/jenesis-review-12007884)" | | 10 | [SAP SuccessFactors Agent Performance Management](https://www.g2.com/products/sap-successfactors-agent-performance-management/reviews) | 4.4/5.0 (10 reviews) | — | "[Effective Performance gauge tool](https://www.g2.com/survey_responses/sap-successfactors-agent-performance-management-review-10587577)" | ## How Many Insurance Agency Management Systems Products Does G2 Track? **Total Products under this Category:** 134 ### Category Stats (Jun 2026) - **Average Rating**: 4.02/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: BenefitPoint (+0.51%) - Among all products in this category, BenefitPoint recorded the largest rating increase compared to last month *Last updated: June 30, 2026* ## How Does G2 Rank Insurance Agency Management Systems Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 4,900+ Authentic Reviews - 134+ 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. ## Which Insurance Agency Management Systems Is Best for Your Use Case? - **Leader:** [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - **Highest Performer:** [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) - **Easiest to Use:** [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - **Top Trending:** [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) - **Best Free Software:** [Jenesis](https://www.g2.com/products/jenesis/reviews) --- **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&secure%5Bcategory_id%5D=599&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&secure%5Btoken%5D=59db940cb4846002dd59601bd6e1513421370ab3dd94f2aa1e0539c48dc011ea&secure%5Burl%5D=https%3A%2F%2Finfo.dyadtech.com%2Fnexsure-agency-management-system%3Futm_source%3Dg2%26utm_medium%3Dreferral%26utm_campaign%3Dalways-on&secure%5Burl_type%5D=paid_promos) --- ## What Are the Top-Rated Insurance Agency Management Systems Products in 2026? ### 1. [Applied Epic](https://www.g2.com/products/applied-epic/reviews) Applied Epic® is an AI-powered agency management system built for P&C and Benefits insurance agencies and brokerages. It moves beyond a traditional system of record by embedding automation and intelligence into everyday workflows, helping teams reduce manual work, streamline servicing and submissions, and manage the full customer lifecycle in one connected platform. By unifying sales, service, accounting, and Benefits operations with deep insurer connectivity and an open, scalable architecture, Applied Epic provides a single view of the customer and intelligent workflows that improve productivity across roles and locations. Who is Applied Epic best for? Independent agencies and brokerages managing both P&C and Benefits Multi-location firms standardizing processes after mergers or acquisitions Operations leaders seeking consistent workflows, automation, and reporting across roles Producers, CSRs, account managers, Benefits teams, and back-office staff who need to work in one system How Applied Epic is different: Capabilities AI-augmented workflows reduce manual data entry and repetitive tasks True P&C + Benefits in one AMS with centralized data and automation Built for growth; supports acquisitions, multi-entity structures, and scalable workflows Open architecture with deep insurer connectivity and a broad integration ecosystem Mobile access to accounts, policies, tasks and activities so staff can work from anywhere Security and administration Role-based permissions, audit trails, and granular data controls SSO and MFA options with encryption in transit and at rest Cloud delivery with backup and recovery designed for enterprise reliability Implementation Guided onboarding, data conversion, workflow configuration, and training Phased rollouts that minimize disruption across roles and locations Top problems Applied Epic solves: Fragmented systems and data silos across P&C and Benefits Manual, duplicate data entry for quoting, endorsements, renewals and servicing Slow remarketing and limited carrier connectivity for Personal Lines and Commercial Lines Disconnected accounting workflows and reconciliation processes Limited visibility into pipelines, service workload and financial performance Inconsistent client experience across portal, mobile and communication channels Operational impact you can expect: Reduced double entry through connected workflows and insurer integrations Shortened renewals and remarketing cycles with embedded carrier connectivity Streamlined accounting and commission management with insurance-specific financial tools Improved productivity with AI-assisted and role-based automation Enhanced client satisfaction through self-service access and faster service Increased visibility into production, service performance, and profitability **Average Rating:** 4.4/5.0 **Total Reviews:** 1,558 **How Do G2 Users Rate Applied Epic?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.2/10) - **Policy Management:** 8.8/10 (Category avg: 8.1/10) - **Accounting:** 7.6/10 (Category avg: 7.2/10) - **Task Management:** 8.4/10 (Category avg: 8.1/10) **Who Is the Company Behind Applied Epic?** - **Seller:** [Applied Systems](https://www.g2.com/sellers/applied-systems) - **Company Website:** https://www.appliedsystems.com - **Year Founded:** 1983 - **HQ Location:** Chicago, IL - **Twitter:** @AppliedSystems (6,858 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/162482/ (2,808 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Manager, CSR - **Top Industries:** Insurance, Accounting - **Company Size:** 71% Small-Business, 23% Mid-Market #### What Are Applied Epic's Pros and Cons? **Pros:** - Ease of Use (523 reviews) - Features (215 reviews) - Efficiency (201 reviews) - Data Management (189 reviews) - Organization (151 reviews) **Cons:** - Learning Curve (168 reviews) - Complex Process (139 reviews) - Excessive Clicking (127 reviews) - Inefficiency (114 reviews) - Limited Customization (99 reviews) ### What Do G2 Reviewers Say About Applied Epic? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Applied Epic, finding it simple to navigate and train others effectively. - Users appreciate the **diverse features** of Applied Epic, enhancing organization and productivity for account managers. - Users commend Applied Epic for its **efficiency and user-friendly experience** , significantly enhancing agency operations and workflow. - Users value the **centralized data management** of Applied Epic, enabling confident client interactions with real-time access to information. - Users appreciate the **organization capabilities** of Applied Epic, enabling easy management of client accounts and tasks. **Cons:** - Users find the **steep learning curve** of Applied Epic challenging, complicating tasks such as reporting and accounting. - Users find the **complex process** of Applied Epic cumbersome, making tasks like reporting and information retrieval difficult. - Users frequently experience **excessive clicking** , feeling it takes too many steps to complete tasks efficiently. - Users experience **inefficiency** with Applied Epic due to time-consuming tasks and strict requirements affecting productivity. - Users find **limited customization** a major drawback, struggling with inadequate training and configuration guidance for Applied Epic. #### What Are Recent G2 Reviews of Applied Epic? **"[My Epic journey](https://www.g2.com/survey_responses/applied-epic-review-5208562)"** **Rating:** 5.0/5.0 stars *— Louise C.* [Read full review](https://www.g2.com/survey_responses/applied-epic-review-5208562) --- **"[Applied Mobile: Easy to Use and Works Great](https://www.g2.com/survey_responses/applied-epic-review-12979010)"** **Rating:** 5.0/5.0 stars *— Kristina M.* [Read full review](https://www.g2.com/survey_responses/applied-epic-review-12979010) --- #### What Are G2 Users Discussing About Applied Epic? - [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) - 1 comment - [Who makes epic medical software?](https://www.g2.com/discussions/who-makes-epic-medical-software) - [What is epic CRM?](https://www.g2.com/discussions/what-is-epic-crm) - [How much does applied epic cost?](https://www.g2.com/discussions/how-much-does-applied-epic-cost) - [What is applied Epic software?](https://www.g2.com/discussions/what-is-applied-epic-software) ### 2. [AMS360](https://www.g2.com/products/ams360/reviews) AMS360® is the agency management system that empowers independent insurance agencies to streamline operations, drive growth, automate workflows, and focus on what matters most—their clients. Agencies depend on AMS360 as their source of truth for client communications and servicing, financial reporting, sales operations, data analysis, and policy management. AMS360 is also the central solution for AgencyOne, Vertafore’s integrated platform for connecting an agency’s business end-to-end. AgencyOne provides one interface, so users can log into their favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across the platform. Throughout the insurance industry, independent agencies leverage AMS360 to: Manage their bottom line. Unlike many agency management systems that include basic bookkeeping features, AMS360 features full general ledger accounting capabilities. The solution manages billing and invoicing, auto-calculates commission splits, and provides comprehensive, customizable financial reports. Identify actionable business intelligence. AMS360 provides data-based insights into sales, client behavior, and other key metrics so agencies can make accurate business decisions. Drive client communications. Because AMS360 is automatically integrated with Vertafore Client Communications and InsurLink, users can easily track client communications to improve service and stay in close contact with clients. By automating client-service processes, insurance agencies stay ahead of policy renewals, communicate about cross-sell opportunities, and draw referrals from happy clients. Integrate across technology platforms. AMS360 doesn’t just integrate with other Vertafore solutions—it is also built to integrate seamlessly with many carrier and third-party applications. By leveraging its open API architecture, AMS360 users can build tech stacks that meet their agency’s individual needs. The user sets the list of possible integrations, not the software. Track leads and prospects. AMS360 improves conversion rates by tracking leads and prospects and increasing the quoting speed and policy processes to close more sales. Manage a policy’s lifecycle. Integrating with rating solutions, populating data across platforms, and automatically generating policy documents, AMS360 makes policy management seamless and efficient. Customize dashboards and workflows. AMS360 users can customize dashboards and reporting to match their needs and workflows. With endless configuration options available, no two dashboards look the same. **Average Rating:** 4.3/5.0 **Total Reviews:** 936 **How Do G2 Users Rate AMS360?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.2/10) - **Policy Management:** 8.7/10 (Category avg: 8.1/10) - **Accounting:** 7.4/10 (Category avg: 7.2/10) - **Task Management:** 8.1/10 (Category avg: 8.1/10) **Who Is the Company Behind AMS360?** - **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore) - **Company Website:** https://www.vertafore.com - **Year Founded:** 1969 - **HQ Location:** Denver, CO - **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,022 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Manager, Insurance Agent - **Top Industries:** Insurance, Accounting - **Company Size:** 77% Small-Business, 18% Mid-Market #### What Are AMS360's Pros and Cons? **Pros:** - Ease of Use (80 reviews) - Customer Support (26 reviews) - Integrations (24 reviews) - Features (22 reviews) - Easy Access (21 reviews) **Cons:** - Lack of User-Friendliness (15 reviews) - Excessive Clicking (14 reviews) - Learning Curve (14 reviews) - Outdated Design (13 reviews) - Slow Performance (11 reviews) ### What Do G2 Reviewers Say About AMS360? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of AMS360, enabling efficient management of policies and improved client service. - Users value the **quick and helpful customer support** of AMS360, ensuring a smooth experience whenever issues arise. - Users value the **seamless integrations** of AMS360, enhancing efficiency in managing client data and workflows. - Users value the **easy-to-use features** of AMS360, enhancing organization and client management efficiency. - Users enjoy the **easy access** to features in AMS360, finding it intuitive and efficient for their daily operations. **Cons:** - Users find AMS360 lacking in **user-friendliness** , struggling with navigation and functionality, especially for beginners. - Users express frustration over **excessive clicking** needed to access basic information, complicating their workflow with AMS360. - Users acknowledge the **steep learning curve** of AMS360, finding it difficult to navigate and get accustomed to initially. - Users find the **outdated design** of AMS360 problematic, feeling it's hard to navigate and less user-friendly. - Users experience **slow performance** when running production reports and face limitations that hinder efficiency. #### What Are Recent G2 Reviews of AMS360? **"[Streamlined Operations with AMS360, Minor Access Glitches](https://www.g2.com/survey_responses/ams360-review-12812949)"** **Rating:** 5.0/5.0 stars *— Makenzie G.* [Read full review](https://www.g2.com/survey_responses/ams360-review-12812949) --- **"[Versatile Platform with Room for Modernization](https://www.g2.com/survey_responses/ams360-review-12829467)"** **Rating:** 4.5/5.0 stars *— Anthony H.* [Read full review](https://www.g2.com/survey_responses/ams360-review-12829467) --- #### What Are G2 Users Discussing About AMS360? - [What is AMS360 used for?](https://www.g2.com/discussions/what-is-ams360-used-for) ### 3. [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) QQCatalyst® is an insurance agency management system from Vertafore ® that provides independent agencies with operational, marketing, and sales pipeline management tools. QQCatalyst empowers agencies to strengthen their client relationships. It makes business management easy so agents can focus on growing their book of business. KEY CAPABILITIES Automation and simplified workflows help with agency marketing, reporting, and data analysis so clients can take priority. By bringing client data together in one central spot, helpful client information is always within reach. As a cloud-based application, QQCatalyst lets agencies manage their data from anywhere and keep it secure. That always-on connection also makes it simple to customize tools with Orange Partner APIs and stay up to date with Vertafore. QQCatalyst’s efficiency-boosting features include: • Agency intelligence. Automate day-to-day functions and marketing to better serve customers and acquire new ones. • Sales pipeline. Keep tabs on the sales process to identify opportunities, track trends, and grow revenue, all in one place. • Productivity monitoring. Get real-time performance data to identify best practices and recognize top performers. • Client and policy management. Get easy access to the client and policy information you need to offer outstanding customer service. Automate email communications and policy updates. • Customizable dashboards. Keep agency activities, client information, and more data at your fingertips. QQCatalyst is part of Vertafore’s best-in-class suite of solutions for small independent agencies. Deep integrations for PL Rating and AgencyZoom ® reduce duplicate data entry and create connections between the AMS and rater to help package policies. These integrations lead to higher client retention and lower quote times. With its ability to help catch problems early, strategize sales, and track producer performance, agencies using QQCatalyst have achieved client retention rates up to 98.7%. **Average Rating:** 4.4/5.0 **Total Reviews:** 601 **How Do G2 Users Rate QQCatalyst?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.2/10) - **Policy Management:** 8.9/10 (Category avg: 8.1/10) - **Accounting:** 6.9/10 (Category avg: 7.2/10) - **Task Management:** 8.4/10 (Category avg: 8.1/10) **Who Is the Company Behind QQCatalyst?** - **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore) - **Company Website:** https://www.vertafore.com - **Year Founded:** 1969 - **HQ Location:** Denver, CO - **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,022 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Agent, Insurance Agent - **Top Industries:** Insurance, Accounting - **Company Size:** 95% Small-Business, 1% Mid-Market #### What Are QQCatalyst's Pros and Cons? **Pros:** - Ease of Use (97 reviews) - Organization (35 reviews) - Simple (26 reviews) - Features (24 reviews) - Client Management (21 reviews) **Cons:** - Download Issues (17 reviews) - Poor Reporting (12 reviews) - Slow Performance (11 reviews) - Outdated Design (9 reviews) - Data Entry Issues (8 reviews) ### What Do G2 Reviewers Say About QQCatalyst? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of QQCatalyst, making navigation and access to quotes a breeze. - Users value the **effective organization** of QQCatalyst, enhancing the efficiency of their insurance business operations significantly. - Users appreciate the **simplicity** of QQCatalyst, finding it easy to use with efficient features for daily tasks. - Users value the **user-friendly navigation** and extensive features of QQCatalyst, making management tasks seamless and effective. - Users value QQCatalyst for its **effective client management** features, enhancing communication and streamlining agency operations. **Cons:** - Users face **download issues** with QQCatalyst, including accidental data loss and difficulties in the download process. - Users find the **reporting tools inadequate** , limiting their ability to create comprehensive and informative reports. - Users report **slow performance** at times, which can hinder productivity and create frustration during urgent tasks. - Users find the **interface outdated** , feeling it lacks modernization compared to more current platforms and solutions. - Users face **data entry issues** with policy details and redundancy, complicating the process and limiting functionality. #### What Are Recent G2 Reviews of QQCatalyst? **"[Reliable AMS!](https://www.g2.com/survey_responses/qqcatalyst-review-11379764)"** **Rating:** 4.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/qqcatalyst-review-11379764) --- **"[Easy-to-Navigate Cloud Platform with Strong Automation, Integrations, and Reporting](https://www.g2.com/survey_responses/qqcatalyst-review-12966718)"** **Rating:** 5.0/5.0 stars *— Ralph C.* [Read full review](https://www.g2.com/survey_responses/qqcatalyst-review-12966718) --- #### What Are G2 Users Discussing About QQCatalyst? - [What is QQCatalyst used for?](https://www.g2.com/discussions/what-is-qqcatalyst-used-for) - 1 comment, 1 upvote ### 4. [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) EZLynx is an AI-enabled agency management system and comparative rating platform built for independent insurance agencies. It combines real-time personal lines rating, policy management, automation, and client engagement tools in one cloud solution—helping teams reduce manual entry, automate workflows, and move faster from quote to bind. By unifying rating, service workflows, reporting, and a customer portal in a single platform, EZLynx helps agencies streamline operations, improve retention, and grow premium without adding complexity. Trusted by 37,000+ agencies nationwide, EZLynx includes: EZLynx Rating Engine: Get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Share data across apps to eliminate duplicate entry, compare rates side by side, and streamline cross-carrier remarketing. EZLynx Management System: Centralize quotes, policies, claims, documents, and tasks. Daily carrier downloads keep data current, enabling fast service, proactive renewals, and targeted remarketing with accurate information and organized workflows. Who it’s for: New and growing independent agencies Agency owners, principals, operations leaders, producers, and CSRs What it solves: Cross-carrier personal lines quoting without rekeying Commercial lines submissions - simplified Renewal remarketing and retention tracking Client self-service via a secure customer portal Reporting for productivity, growth, and compliance Automating manual workflows that slow service and sales How it’s different: AI-enabled automation for sales and service workflows AMS + rating on one platform keeps all your data in one system 48-state carrier connectivity for real-time quotes Built-in portal, reporting, and remarketing workflows Implementation and integrations: Cloud-based deployment with guided onboarding Integrates with carrier downloads, email, payments, and eSignature tools Let EZLynx automate the busywork so your team can sell, service, and grow your book of business. **Average Rating:** 4.4/5.0 **Total Reviews:** 699 **How Do G2 Users Rate EZLynx?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.2/10) - **Policy Management:** 9.0/10 (Category avg: 8.1/10) - **Accounting:** 6.4/10 (Category avg: 7.2/10) - **Task Management:** 8.6/10 (Category avg: 8.1/10) **Who Is the Company Behind EZLynx?** - **Seller:** [EZLynx](https://www.g2.com/sellers/ezlynx) - **Company Website:** https://www.ezlynx.com/ - **Year Founded:** 2003 - **HQ Location:** Lewisville, TX - **Twitter:** @EZLynx (1,128 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2745224 (111 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Insurance Agent, Account Manager - **Top Industries:** Insurance - **Company Size:** 90% Small-Business, 8% Mid-Market #### What Are EZLynx's Pros and Cons? **Pros:** - Ease of Use (122 reviews) - Efficiency (54 reviews) - Features (53 reviews) - Client Management (39 reviews) - Data Management (32 reviews) **Cons:** - Inaccuracy Issues (29 reviews) - Poor Reporting (21 reviews) - Learning Curve (19 reviews) - Limited Features (18 reviews) - Quoting Issues (17 reviews) ### What Do G2 Reviewers Say About EZLynx? *AI-generated summary from verified user reviews* **Pros:** - Users find EZLynx incredibly **easy to use** , streamlining data entry and enhancing the overall insurance experience. - Users find that EZLynx offers **enhanced efficiency** by streamlining the management of insurance rates and policies. - Users find **EZLynx's user-friendly interface** and features crucial for efficient agency management and daily operations. - Users value the **effective client management** capabilities of EZLynx, enhancing efficiency and tracking in their agencies. - Users appreciate the **efficiency of data management** in EZLynx, streamlining quotes and reducing repetitive tasks. **Cons:** - Users face **inaccuracy issues** with reports and premiums, leading to a reliance on carrier sites for better data. - Users find **poor reporting** in EZLynx time-consuming and inconsistent, making task tracking and sales analysis challenging. - Users face a **significant learning curve** with EZLynx, struggling to navigate and utilize its features effectively. - Users find EZLynx has **limited features** , making it feel costly and not economically viable for their needs. - Users often face **quoting issues** with EZLynx, particularly with unavailable options and errors in quote generation. #### What Are Recent G2 Reviews of EZLynx? **"[Convenient Reporting, Easy Account Setup, and ACORDs, other insurance forms & Certificate Creation](https://www.g2.com/survey_responses/ezlynx-review-12792477)"** **Rating:** 5.0/5.0 stars *— Chelsi M.* [Read full review](https://www.g2.com/survey_responses/ezlynx-review-12792477) --- **"[Very good agency management system](https://www.g2.com/survey_responses/ezlynx-review-11507181)"** **Rating:** 4.0/5.0 stars *— Jay G.* [Read full review](https://www.g2.com/survey_responses/ezlynx-review-11507181) --- #### What Are G2 Users Discussing About EZLynx? - [How has EZLynx impacted your insurance agency management, and what improvements could be made?](https://www.g2.com/discussions/how-has-ezlynx-impacted-your-insurance-agency-management-and-what-improvements-could-be-made) - 1 comment - [How much does EZLynx cost per month?](https://www.g2.com/discussions/ezlynx-how-much-does-ezlynx-cost-per-month) - [How many employees does EZLynx have?](https://www.g2.com/discussions/how-many-employees-does-ezlynx-have) - 1 comment - [How do you use the EZLynx rater?](https://www.g2.com/discussions/how-do-you-use-the-ezlynx-rater) - 1 comment - [How much does EZLynx cost per month?](https://www.g2.com/discussions/how-much-does-ezlynx-cost-per-month) - 1 upvote ### 5. [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) BenefitPoint® is the management system designed for independent insurance agencies that manage employee benefits portfolios. The solution streamlines processes with enhanced workflows, improves revenue accuracy through precise financial tracking and reconciliation, and empowers agencies with data-driven insights. BenefitPoint is also a key solution in AgencyOne®, Vertafore’s integrated platform that connects an agency’s business. AgencyOne provides one user interface, so you can log into your favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across the platform. Throughout the industry, benefits-focused brokers and independent agencies leverage BenefitPoint to manage their business end-to-end. Here are just a few reasons users love this solution: Specialized design: BenefitPoint is built to address a benefits agency’s complex and specific needs. This purpose-built design approach ensures that users can access the tools and features that impact their daily operations. Designed with highly flexible workflows that minimize errors and oversights, the solution eliminates repetitive data entry and improves the user experience. Financial reconciliation: Benefits agencies use BenefitPoint to ensure financial accuracy by aligning estimated commission revenue with actual payments received. This process identifies and mitigates potential financial risks and provides precise financial tracking. With Revenue Tracking and Reconciliation, users can identify lost revenue by matching carrier statements with an estimated revenue. BenefitPoint users report uncovering 2-6% of lost commission earnings with this feature. Data-driven insights: Built with comprehensive analytics and reporting tools, BenefitPoint surfaces valuable and actionable data insights. This information informs decision-making and strategic planning so agencies can proactively address challenges before they become problems. Extensive integration possibilities: BenefitPoint seamlessly integrates with other agency management systems such as AMS360 and Sagitta. The integrations streamline data flow, eliminate data silos, and allow users to build the workflows that work best for them and their business. Client trust and real-time benchmarking BenefitPoint enables agencies to instantly compare and analyze their competitors' rates, plans, and coverages. Armed with this information, they can present a competitive analysis and become trusted advisors for their clients. **Average Rating:** 4.2/5.0 **Total Reviews:** 115 **How Do G2 Users Rate BenefitPoint?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.2/10) - **Policy Management:** 8.6/10 (Category avg: 8.1/10) - **Accounting:** 10.0/10 (Category avg: 7.2/10) - **Task Management:** 7.9/10 (Category avg: 8.1/10) **Who Is the Company Behind BenefitPoint?** - **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore) - **Company Website:** https://www.vertafore.com - **Year Founded:** 1969 - **HQ Location:** Denver, CO - **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,022 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Manager, Account Executive - **Top Industries:** Insurance, Accounting - **Company Size:** 36% Mid-Market, 33% Small-Business #### What Are BenefitPoint's Pros and Cons? **Pros:** - Ease of Use (18 reviews) - Client Management (6 reviews) - Data Management (5 reviews) - Comprehensive Information (4 reviews) - Customer Support (4 reviews) **Cons:** - Lack of User-Friendliness (3 reviews) - Poor Reporting (3 reviews) - Clunky Interface (2 reviews) - Integration Issues (2 reviews) - Policy Management (2 reviews) ### What Do G2 Reviewers Say About BenefitPoint? *AI-generated summary from verified user reviews* **Pros:** - Users find BenefitPoint to be **extremely easy to use** , with intuitive navigation and helpful customer support available. - Users appreciate the **effective client management** capabilities of BenefitPoint, streamlining processes and enhancing data integration. - Users value the **effective data consolidation** in BenefitPoint, streamlining client and plan information management with ease. - Users find the **comprehensive information** in BenefitPoint helpful for managing policies and client details effectively. - Users appreciate the **reliable customer support** of BenefitPoint, enhancing their overall experience and satisfaction. **Cons:** - Users find BenefitPoint's interface challenging, highlighting a **lack of user-friendliness** and difficulty navigating essential features. - Users express frustration with the **poor reporting** in BenefitPoint, citing gaps and a lack of integration options. - Users find the **interface clunky** , making navigation and efficiency difficult, especially for new or infrequent users. - Users feel that **integration issues** with BenefitPoint hinder efficient invoicing and data connectivity between systems. - Users find **policy management challenging** , facing issues with usability and cumbersome features that hinder efficiency. #### What Are Recent G2 Reviews of BenefitPoint? **"[Benefit Point’s Customization Makes It Our Central Source of Information](https://www.g2.com/survey_responses/benefitpoint-review-12554702)"** **Rating:** 5.0/5.0 stars *— Adam Y.* [Read full review](https://www.g2.com/survey_responses/benefitpoint-review-12554702) --- **"[BenefitPoint Advocate](https://www.g2.com/survey_responses/benefitpoint-review-11401218)"** **Rating:** 5.0/5.0 stars *— Melissa J.* [Read full review](https://www.g2.com/survey_responses/benefitpoint-review-11401218) --- #### What Are G2 Users Discussing About BenefitPoint? - [What is BenefitPoint used for?](https://www.g2.com/discussions/what-is-benefitpoint-used-for) ### 6. [HawkSoft](https://www.g2.com/products/hawksoft/reviews) Since 1995, HawkSoft is a leader in agency management systems for commercial and personal lines agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to only two stakeholders – customers and employees. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies with the tools and technologies you need to succeed in the ultra-competitive modern insurance industry. Turn your agency into an insurtech powerhouse with our strategic software and API Partner integrations. **Average Rating:** 4.8/5.0 **Total Reviews:** 84 **How Do G2 Users Rate HawkSoft?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.2/10) - **Policy Management:** 9.5/10 (Category avg: 8.1/10) - **Accounting:** 8.5/10 (Category avg: 7.2/10) - **Task Management:** 9.4/10 (Category avg: 8.1/10) **Who Is the Company Behind HawkSoft?** - **Seller:** [Hawksoft](https://www.g2.com/sellers/hawksoft) - **Year Founded:** 1995 - **HQ Location:** Canby, OR - **Twitter:** @HawkSoft (876 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/972560/ (121 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 95% Small-Business, 2% Mid-Market #### What Are HawkSoft's Pros and Cons? **Pros:** - Centralization (1 reviews) - Client Management (1 reviews) - Communication (1 reviews) - Customer Support (1 reviews) - Download Efficiency (1 reviews) **Cons:** - Integration Issues (1 reviews) - Policy Management (1 reviews) ### What Do G2 Reviewers Say About HawkSoft? *AI-generated summary from verified user reviews* **Pros:** - Users value the **centralization** of HawkSoft, allowing easy access to policies and customer communication in one place. - Users value the **excellent customer support** and intuitive tools in HawkSoft, making management effortless and efficient. - Users value the **effective communication tools** in HawkSoft, particularly for email and text interactions with customers. - Users appreciate the **wonderful and responsive customer support** of HawkSoft, enhancing their overall experience significantly. - Users appreciate the **download efficiency** of HawkSoft, enhancing daily operations and simplifying management tasks. **Cons:** - Users wish for **smoother integration with HubSpot** , avoiding the need to log information in two separate platforms. - Users struggle with **managing premium totals per Agency producer** , especially when multiple producers interact with the same client. #### What Are Recent G2 Reviews of HawkSoft? **"[Everything in One Place with Fast Carrier Policy Downloads](https://www.g2.com/survey_responses/hawksoft-review-12830856)"** **Rating:** 5.0/5.0 stars *— Josh U.* [Read full review](https://www.g2.com/survey_responses/hawksoft-review-12830856) --- **"[Hawksoft Is User-Friendly and Convenient to Use](https://www.g2.com/survey_responses/hawksoft-review-12569703)"** **Rating:** 5.0/5.0 stars *— Delenis R.* [Read full review](https://www.g2.com/survey_responses/hawksoft-review-12569703) --- #### What Are G2 Users Discussing About HawkSoft? - [What is applied epic?](https://www.g2.com/discussions/hawksoft-what-is-applied-epic) - 2 comments - [What does EZLynx cost?](https://www.g2.com/discussions/what-does-ezlynx-cost) - 1 comment - [What is an insurance AMS?](https://www.g2.com/discussions/what-is-an-insurance-ams) - [Is HawkSoft web based?](https://www.g2.com/discussions/is-hawksoft-web-based) ### 7. [Nexsure](https://www.g2.com/products/dyad-nexsure/reviews) 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. **Average Rating:** 4.4/5.0 **Total Reviews:** 33 **How Do G2 Users Rate Nexsure?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.2/10) - **Policy Management:** 8.5/10 (Category avg: 8.1/10) - **Accounting:** 7.7/10 (Category avg: 7.2/10) - **Task Management:** 8.5/10 (Category avg: 8.1/10) **Who Is the Company Behind Nexsure?** - **Seller:** [Dyad](https://www.g2.com/sellers/dyad) - **Company Website:** https://dyadtech.com - **Year Founded:** 2000 - **HQ Location:** Boston, US - **LinkedIn® Page:** https://www.linkedin.com/company/dyadtech (466 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 94% Small-Business, 9% Mid-Market #### What Are Nexsure's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Continuous Improvement (6 reviews) - Efficiency (4 reviews) - Intuitive (4 reviews) - Staff Support (4 reviews) **Cons:** - Complex Process (4 reviews) - Excessive Clicking (4 reviews) - Download Issues (3 reviews) - Email Integration (3 reviews) - Outdated Design (3 reviews) ### What Do G2 Reviewers Say About Nexsure? *AI-generated summary from verified user reviews* **Pros:** - Users find Nexsure's **ease of use** exceptional, especially for new employees, enhancing efficiency across various tasks. - Users appreciate the **continuous improvements** in Nexsure, enhancing functionality and streamlining processes effectively. - Users praise Nexsure for its **exceptional efficiency** , making report management and customer service straightforward and user-friendly. - Users find Nexsure to be **intuitive and user-friendly** , making it easy for new employees to adapt quickly. - Users value the **prompt support** from the Nexsure team, enhancing workflow efficiency with quick assistance when needed. **Cons:** - Users find the **complex process** in Nexsure frustrating, wishing for a more streamlined and efficient experience. - Users express frustration with **excessive clicking** , finding it hampers efficiency and complicates task completion. - Users report **download issues** with Nexsure, leading to excessive submissions and time-consuming manual processes. - Users experience **inconsistent email integration** with Nexsure, complicating communication and requiring manual updates for accuracy. - Users find the **outdated design** of Nexsure lacking modernity, noting that updates are in progress for improvements. #### What Are Recent G2 Reviews of Nexsure? **"[Intuitive Dashboard and Smooth Transition, Awaiting Full Modernization](https://www.g2.com/survey_responses/nexsure-review-11852390)"** **Rating:** 5.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/nexsure-review-11852390) --- **"[Compliance Champion with Room for Reporting Improvement](https://www.g2.com/survey_responses/nexsure-review-12806836)"** **Rating:** 4.5/5.0 stars *— Claudia J.* [Read full review](https://www.g2.com/survey_responses/nexsure-review-12806836) --- ### 8. [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention. Manage your company’s leads, prospects, and clients all in one centralized location. Convert more prospects and turn the dial up on your sales team’s initiatives with insurance-specific sales enablement tools. Then, close the loop and improve client retention with dedicated customer and policy management tools designed for the health, benefits, and senior market insurance space. AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth. **Average Rating:** 4.7/5.0 **Total Reviews:** 42 **How Do G2 Users Rate AgencyBloc AMS+?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.2/10) - **Policy Management:** 9.5/10 (Category avg: 8.1/10) - **Accounting:** 6.1/10 (Category avg: 7.2/10) - **Task Management:** 9.2/10 (Category avg: 8.1/10) **Who Is the Company Behind AgencyBloc AMS+?** - **Seller:** [AgencyBloc](https://www.g2.com/sellers/agencybloc) - **Year Founded:** 2008 - **HQ Location:** Cedar Falls, Iowa - **LinkedIn® Page:** http://www.linkedin.com/company/agencybloc (145 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 90% Small-Business, 7% Mid-Market #### What Are AgencyBloc AMS+'s Pros and Cons? **Pros:** - Customer Support (1 reviews) - Customization (1 reviews) - Ease of Use (1 reviews) - Easy Access (1 reviews) - Features (1 reviews) **Cons:** - Lack of User-Friendliness (1 reviews) - Policy Management (1 reviews) ### What Do G2 Reviewers Say About AgencyBloc AMS+? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **excellent customer support** , citing helpful resources and responsive assistance for optimal use. - Users appreciate the **customization options** in AgencyBloc AMS+, enhancing efficiency and meeting specific agency needs. - Users love the **ease of use** of AgencyBloc AMS+, enhancing efficiency and simplifying day-to-day tasks. - Users value the **easy access** of AgencyBloc AMS+, enhancing efficiency and user-friendly experience for daily operations. - Users appreciate the **user-friendly features** of AgencyBloc AMS+, enhancing efficiency and customization for their agency needs. **Cons:** - Users find the **lack of user-friendliness** in AgencyBloc AMS+ leads to cluttered and confusing information management. - Users express a desire for improved **policy management** to reduce clutter and enhance the organization of information. #### What Are Recent G2 Reviews of AgencyBloc AMS+? **"[User-Friendly Interface, Top-Tier Customer Service](https://www.g2.com/survey_responses/agencybloc-ams-review-12715086)"** **Rating:** 4.0/5.0 stars *— James C.* [Read full review](https://www.g2.com/survey_responses/agencybloc-ams-review-12715086) --- **"[Organized Multi-Agent Commission Management That Works Wonderfully](https://www.g2.com/survey_responses/agencybloc-ams-review-12536249)"** **Rating:** 4.5/5.0 stars *— Kristin R.* [Read full review](https://www.g2.com/survey_responses/agencybloc-ams-review-12536249) --- #### What Are G2 Users Discussing About AgencyBloc AMS+? - [What is AgencyBloc used for?](https://www.g2.com/discussions/what-is-agencybloc-used-for) ### 9. [Jenesis](https://www.g2.com/products/jenesis/reviews) Jenesis Software was founded in 1999 in North Carolina by Eddie Price, with a mission to support independent insurance agencies through intuitive, easy-to-use technology. Today, Jenesis offers web-based agency management systems used by agencies across the United States, along with website creation and SEO services to help agencies grow their online presence. Key AMS features include a pre-fillable ACORD form library, two-way emailing and texting, commission management, IVANS downloads, receipts/invoicing, comparative rating integrations, Zapier connectivity, unlimited data storage, and more. Jenesis equips agencies with the tools they need to operate efficiently, grow their book of business, and retain clients — all while providing industry-leading support and training. **Average Rating:** 4.7/5.0 **Total Reviews:** 154 **How Do G2 Users Rate Jenesis?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.2/10) - **Policy Management:** 9.3/10 (Category avg: 8.1/10) - **Accounting:** 8.0/10 (Category avg: 7.2/10) - **Task Management:** 9.2/10 (Category avg: 8.1/10) **Who Is the Company Behind Jenesis?** - **Seller:** [Jenesis](https://www.g2.com/sellers/jenesis) - **Year Founded:** 1999 - **HQ Location:** Forest City, NC - **Twitter:** @JenesisSoftware (248 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2100634/ (29 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Agent, Insurance Agent - **Top Industries:** Insurance - **Company Size:** 93% Small-Business, 1% Enterprise #### What Are Jenesis's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Customer Support (5 reviews) - Easy Access (5 reviews) - Efficiency (4 reviews) - User Interface (4 reviews) **Cons:** - Certificate Management (4 reviews) - Document Management (2 reviews) - Email Attachment Issues (2 reviews) - Download Issues (1 reviews) - Email Integration (1 reviews) ### What Do G2 Reviewers Say About Jenesis? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Jenesis, enjoying its intuitive interface for effective customer management. - Users rave about the **exceptional customer support** of Jenesis, always resolving issues promptly and personally. - Users appreciate the **easy access** to customer information in Jenesis, streamlining operations and enhancing efficiency. - Users praise Jenesis for its **operational efficiency** , enhancing client management and simplifying customer information handling. - Users admire the **exceptional ease of use** in Jenesis, enhancing efficiency in agency management tasks and organization. **Cons:** - Users find **certificate management confusing** , especially with outdated policies appearing and difficulties in tracking pending renewals. - Users find the **document management confusing** , especially with uploads and the visibility of deleted policies. - Users find **email attachment issues** in Jenesis frustrating, highlighting difficulties with file management and notification shortcomings. - Users face **download issues** with Jenesis, leading to incorrect policy changes and confusion in the system. - Users wish for more flexibility in **Email Integration** options, highlighting a need for a customizable approach. #### What Are Recent G2 Reviews of Jenesis? **"[Easy Setup, Intuitive for Agency Management](https://www.g2.com/survey_responses/jenesis-review-12007884)"** **Rating:** 4.5/5.0 stars *— Josh M.* [Read full review](https://www.g2.com/survey_responses/jenesis-review-12007884) --- **"[A Reliable Ally for Insurance Management](https://www.g2.com/survey_responses/jenesis-review-12008097)"** **Rating:** 4.0/5.0 stars *— Ken B.* [Read full review](https://www.g2.com/survey_responses/jenesis-review-12008097) --- #### What Are G2 Users Discussing About Jenesis? - [What does Jenesis do?](https://www.g2.com/discussions/what-does-jenesis-do) - [What is the use of Jenesis?](https://www.g2.com/discussions/what-is-the-use-of-jenesis) - [What is applied epic?](https://www.g2.com/discussions/what-is-applied-epic) - 1 comment - [How much does jenesis cost?](https://www.g2.com/discussions/how-much-does-jenesis-cost) ### 10. [SAP SuccessFactors Agent Performance Management](https://www.g2.com/products/sap-successfactors-agent-performance-management/reviews) The SAP SuccessFactors Agent Performance Management solution streamlines onboarding, compliance, and incentive compensation management to support the needs of your insurance company to optimize outcomes and deliver superior performance. -Cloud deployment -Integrated compliance and background checks -Streamlined dispute resolution -Reduction in agent inquiry and payment errors **Average Rating:** 4.4/5.0 **Total Reviews:** 10 **How Do G2 Users Rate SAP SuccessFactors Agent Performance Management?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.2/10) - **Policy Management:** 6.7/10 (Category avg: 8.1/10) - **Accounting:** 6.1/10 (Category avg: 7.2/10) - **Task Management:** 7.2/10 (Category avg: 8.1/10) **Who Is the Company Behind SAP SuccessFactors Agent Performance Management?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) - **Ownership:** NYSE:SAP **Who Uses This Product?** - **Company Size:** 90% Enterprise, 10% Mid-Market #### What Are SAP SuccessFactors Agent Performance Management's Pros and Cons? **Pros:** - Workflow Efficiency (3 reviews) - Tracking (2 reviews) - Activities Management (1 reviews) - Comprehensive Information (1 reviews) - Ease of Use (1 reviews) **Cons:** - Slow Loading (3 reviews) - Poor Customer Support (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About SAP SuccessFactors Agent Performance Management? *AI-generated summary from verified user reviews* **Pros:** - Users find that the **workflow efficiency** of SAP SuccessFactors Agent Performance Management significantly reduces manual task hours and enhances productivity. - Users appreciate the **efficient tracking capabilities** of SAP SuccessFactors, enhancing new hire readiness and performance oversight. - Users value the **extensive functionalities** for HR activities like leave approval and performance management within SAP SuccessFactors. - Users appreciate the **comprehensive information** provided by SAP SuccessFactors, enhancing performance analysis and decision-making. - Users appreciate the **user-friendly interface** of SAP SuccessFactors, enabling efficient management on both laptops and phones. **Cons:** - Users report significant **slow loading** issues with SAP SuccessFactors Agent Performance Management, impacting their overall experience negatively. - Users note the need for **improved customer support** , as current assistance does not meet their expectations. - Users experience **slow performance** with SAP SuccessFactors, struggling with lengthy processing and page loading times. #### What Are Recent G2 Reviews of SAP SuccessFactors Agent Performance Management? **"[Best tool for onboarding agents](https://www.g2.com/survey_responses/sap-successfactors-agent-performance-management-review-10758541)"** **Rating:** 4.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/sap-successfactors-agent-performance-management-review-10758541) --- **"[Effective Performance gauge tool](https://www.g2.com/survey_responses/sap-successfactors-agent-performance-management-review-10587577)"** **Rating:** 5.0/5.0 stars *— Syed Saqib H.* [Read full review](https://www.g2.com/survey_responses/sap-successfactors-agent-performance-management-review-10587577) --- ### 11. [Sagitta](https://www.g2.com/products/sagitta/reviews) Sagitta® is an agency management system purpose-built for large and enterprise independent insurance agencies. Large agencies depend on specialized technology that grows and flexes to accommodate their rapid changes. Sagitta is designed to grow quickly with an expanding enterprise agency. Sagitta is also a central solution for AgencyOne®, Vertafore’s integrated platform that connects an agency’s business. AgencyOne provides one interface across platforms, so users can log into their favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across solutions. Independent insurance agencies leverage Sagitta to: Tailor workflows to manage complex business: Large agencies have large, complex processes. The agency management systems that provide out-of-the-box workflows, forms, fields, and functions don’t cut it for enterprise-sized businesses. Sagitta is highly customizable and allows users to tailor every aspect of the solution to meet individual needs and preferences. Scale quickly as business needs change and grow: Sagitta can handle large volumes of data and users, so it scales as a business grows. Sagitta can keep up with the rapid growth that defines enterprise-level agencies. Secure and control sensitive data: Your data is critical. Sagitta provides robust security features to protect critical data. The solution is configured to restrict data access to designated roles. Audit trails provide a clear view of all system activity, ensuring data integrity and security. Build custom reports and analytics: Large insurance agencies run on data, and Sagitta can handle it. The capacity to analyze complex data is unmatched by any other AMS on the market. Manage advanced accounting tasks: Sagitta’s accounting capabilities are designed to manage large agencies' enterprise-level financial transactions. This advanced accounting capacity means large independent agencies have access to: Automate direct bill reconciliation: Save time and reduce errors with automated invoice matching and reconciliation. Manage accounts payables: Gain precise control over your payables with itemized records and streamlined check processing. Leverage dedicated enterprise-level support and implementation: Implementing and maintaining an enterprise-level AMS is a significant undertaking that requires enterprise-level implementation and support. Vertafore is present and ready to guarantee smooth onboarding, employee adoption, and solution configuration from adoption to full speed ahead. When agencies adopt Sagitta, Vertafore is with them every step of the way. **Average Rating:** 3.9/5.0 **Total Reviews:** 91 **How Do G2 Users Rate Sagitta?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.2/10) - **Policy Management:** 8.4/10 (Category avg: 8.1/10) - **Accounting:** 8.0/10 (Category avg: 7.2/10) - **Task Management:** 7.4/10 (Category avg: 8.1/10) **Who Is the Company Behind Sagitta?** - **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore) - **Year Founded:** 1969 - **HQ Location:** Denver, CO - **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,022 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Manager - **Top Industries:** Insurance, Accounting - **Company Size:** 43% Mid-Market, 31% Enterprise #### What Are Sagitta's Pros and Cons? **Pros:** - Account Management (1 reviews) - Customization (1 reviews) - Data Management (1 reviews) - Reporting (1 reviews) ### What Do G2 Reviewers Say About Sagitta? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **streamlined account management** of Sagitta, which enhances efficiency for business managers. - Users enjoy the **customization options** in Sagitta, allowing tailored data entry to meet their specific needs. - Users value the **secure data management** capabilities of Sagitta, enabling extensive and flexible reporting options. - Users appreciate the **boundless reporting** capabilities of Sagitta, empowered by secure storage of multiple data points. #### What Are Recent G2 Reviews of Sagitta? **"[Essential Tool for Agency Policy Management](https://www.g2.com/survey_responses/sagitta-review-12630447)"** **Rating:** 5.0/5.0 stars *— Brittnie H.* [Read full review](https://www.g2.com/survey_responses/sagitta-review-12630447) --- **"[Highly Customizable, Needs Better Proposal Features](https://www.g2.com/survey_responses/sagitta-review-12630497)"** **Rating:** 4.5/5.0 stars *— Liz Z.* [Read full review](https://www.g2.com/survey_responses/sagitta-review-12630497) --- #### What Are G2 Users Discussing About Sagitta? - [What is Sagitta used for?](https://www.g2.com/discussions/what-is-sagitta-used-for) ### 12. [InsuredMine](https://www.g2.com/products/insuredmine/reviews) InsuredMine is a digital platform of integrated Technologies enabling Independent Agents & Carriers to offer Omni-channel experience to their clients. This helps them grow their business by converting more leads, engagement with more contacts, and retaining clients longer. The platform’s features include: CRM for Insurance Agents, Task Manager, Goal Management, Dashboard – Charts, widgets & KPI, Marketing Automation, Sales & Service Pipeline, Opportunities Management, Chat via App & Text, Google Reviews, Insurance Wallet Mobile App . **Average Rating:** 4.7/5.0 **Total Reviews:** 16 **How Do G2 Users Rate InsuredMine?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.2/10) - **Policy Management:** 8.8/10 (Category avg: 8.1/10) - **Task Management:** 8.7/10 (Category avg: 8.1/10) **Who Is the Company Behind InsuredMine?** - **Seller:** [InsuredMine](https://www.g2.com/sellers/insuredmine) - **Year Founded:** 2018 - **HQ Location:** Plano, US - **Twitter:** @InsuredMine (983 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/16192926/ (84 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of InsuredMine? **"[InsuredMine has put me back on the rails !!](https://www.g2.com/survey_responses/insuredmine-review-4639297)"** **Rating:** 5.0/5.0 stars *— Rajesh V.* [Read full review](https://www.g2.com/survey_responses/insuredmine-review-4639297) --- **"[Insuredmine is a must have tool for your agency!](https://www.g2.com/survey_responses/insuredmine-review-7055913)"** **Rating:** 5.0/5.0 stars *— Jacqueline A.* [Read full review](https://www.g2.com/survey_responses/insuredmine-review-7055913) --- #### What Are G2 Users Discussing About InsuredMine? - [What is InsuredMine used for?](https://www.g2.com/discussions/what-is-insuredmine-used-for) ### 13. [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) Bridge Insure offers a comprehensive communication platform tailored specifically for insurance agents and brokers, aiming to streamline client interactions, enhance team collaboration, and drive business growth. By consolidating various communication tools into a single, user-friendly interface, Bridge Insure simplifies the management of client relationships and internal operations. Key Features and Functionality: - Unified Communications: Integrates phone, text, chat, video, and VoIP services into one cohesive platform, ensuring seamless interactions with clients and team members. - Advanced Phone System: Provides automation, insightful analytics, and flexibility, including features like CSR and call reports, screen pop-ups, and integration with CRM and AMS systems. - eSignature and Online Faxing: Facilitates fast and secure paperless agreements, allowing users to manage and track documentation conveniently from any location. - Compliance Management: Automates compliance processes, covering standards such as E&O, PCI, FCC, TCPA, CTIA, and TCR, thereby reducing the risk of non-compliance. - Seamless Integrations: Offers advanced integrations with various agency management systems (AMS) and customer relationship management (CRM) tools, enhancing operational efficiency. Primary Value and Solutions Provided: Bridge Insure addresses the common challenges faced by insurance agencies, such as managing multiple communication channels, ensuring compliance, and maintaining efficient workflows. By unifying these essential functions into a single platform, it reduces the complexity and costs associated with using disparate systems. This integration not only saves time but also enhances productivity, allowing agents and brokers to focus more on building client relationships and growing their business. Additionally, the platform's compliance features provide peace of mind by automating regulatory adherence, thereby mitigating potential risks. **Average Rating:** 4.6/5.0 **Total Reviews:** 83 **How Do G2 Users Rate Bridge Insure?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.2/10) - **Policy Management:** 6.1/10 (Category avg: 8.1/10) - **Accounting:** 5.6/10 (Category avg: 7.2/10) - **Task Management:** 6.0/10 (Category avg: 8.1/10) **Who Is the Company Behind Bridge Insure?** - **Seller:** [Bridge Insurance](https://www.g2.com/sellers/bridge-insurance) - **HQ Location:** Lilburn, Georgia - **LinkedIn® Page:** https://www.linkedin.com/company/bridge-a-redcliffe-company/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Agent, Insurance Agent - **Top Industries:** Insurance - **Company Size:** 99% Small-Business, 1% Mid-Market #### What Are Bridge Insure's Pros and Cons? **Pros:** - Helpful (8 reviews) - Customer Support (7 reviews) - Staff Support (6 reviews) - Ease of Use (5 reviews) - Easy Access (5 reviews) **Cons:** - Outdated Design (2 reviews) - System Instability (2 reviews) - Email Attachment Issues (1 reviews) - Feature Issues (1 reviews) - Functionality Limitations (1 reviews) ### What Do G2 Reviewers Say About Bridge Insure? *AI-generated summary from verified user reviews* **Pros:** - Users value the **prompt and helpful customer service** from Bridge Insure, enhancing their overall experience. - Users value the **prompt and helpful customer support** of Bridge Insure, ensuring swift resolutions to their issues. - Users rave about the **exceptional staff support** of Bridge Insure, highlighting their responsiveness and helpfulness. - Users praise the **ease of use** of Bridge Insure, highlighting quick access and excellent customer support. - Users enjoy the **easy access** to all features of Bridge Insure, streamlining communication and enhancing efficiency. **Cons:** - Users find the **outdated design** of Bridge Insure limits functionality compared to newer providers, needing significant improvements. - Users experience **system instability** with Bridge Insure, causing difficulties during outages and limiting functionality. - Users face **email attachment issues** with Bridge Insure, complicating document sharing during activities. - Users find **feature issues** with Bridge Insure, particularly regarding eSign options and retrieving call recordings efficiently. - Users find that **functionality limitations** in Bridge Insure hinder integration and make it feel outdated compared to competitors. #### What Are Recent G2 Reviews of Bridge Insure? **"[Solid VOIP for my Insurance Agency Using Dave 4.0](https://www.g2.com/survey_responses/bridge-insure-review-8317754)"** **Rating:** 5.0/5.0 stars *— Jim K.* [Read full review](https://www.g2.com/survey_responses/bridge-insure-review-8317754) --- **"[Bridge Insure Review – A Game-Changer for Insurance Agencies](https://www.g2.com/survey_responses/bridge-insure-review-11176710)"** **Rating:** 5.0/5.0 stars *— Justin L.* [Read full review](https://www.g2.com/survey_responses/bridge-insure-review-11176710) --- ### 14. [The Agency Advantage](https://www.g2.com/products/the-agency-advantage/reviews) Agency management software with all of the features and tools agents want and expect. **Average Rating:** 4.8/5.0 **Total Reviews:** 21 **How Do G2 Users Rate The Agency Advantage?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.2/10) - **Policy Management:** 9.4/10 (Category avg: 8.1/10) - **Accounting:** 9.4/10 (Category avg: 7.2/10) - **Task Management:** 9.4/10 (Category avg: 8.1/10) **Who Is the Company Behind The Agency Advantage?** - **Seller:** [Jenesis](https://www.g2.com/sellers/jenesis) - **Year Founded:** 1999 - **HQ Location:** Forest City, NC - **Twitter:** @JenesisSoftware (248 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2100634/ (29 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 90% Small-Business, 10% Mid-Market #### What Are Recent G2 Reviews of The Agency Advantage? **"[Agency Advantage is wonderful!](https://www.g2.com/survey_responses/the-agency-advantage-review-5433652)"** **Rating:** 5.0/5.0 stars *— ashlie g.* [Read full review](https://www.g2.com/survey_responses/the-agency-advantage-review-5433652) --- **"[Agency Advantage Is...](https://www.g2.com/survey_responses/the-agency-advantage-review-8479853)"** **Rating:** 4.0/5.0 stars *— Misty S.* [Read full review](https://www.g2.com/survey_responses/the-agency-advantage-review-8479853) --- #### What Are G2 Users Discussing About The Agency Advantage? - [What is The Agency Advantage used for?](https://www.g2.com/discussions/what-is-the-agency-advantage-used-for) ### 15. [NextAgency](https://www.g2.com/products/nextagency/reviews) NextAgency is the agency management system its customers would design. As a result, NextAgency ranks as the Best Life & Health Insurance Agency Management Software on the G2 Grid — and is the only platform in the Leaders quadrant of the G2 Grid® for Life & Health Insurance Agency Management. NextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It brings together CRM, marketing, business analytics, compliance tools, and optional commission tracking in a single platform. NextAgency is designed for the way life and health agencies work, not the way generic software assumes they do. Yet it is easy to customize for the way each specific agency works. Agencies use NextAgency to manage the full scope of their day-to-day work: - CRM and policy management: track prospects and clients, manage policies, and build sales pipelines customized for benefits, Medicare, and life insurance - Marketing and communication: send email campaigns and newsletters, launch drip marketing campaigns, sync with Gmail, Outlook and other email clients, and automate renewal reminders and follow-up tasks - Business analytics: over two dozen built-in reports covering book of business, policy renewals, agent activity, and commission reconciliation; understand pipelines through the pipeline view; and use the dashboard to quickly check the current status of key business items like open tasks, case status, and more - Compliance and document management: generate, collect, and store e-signatures on commission disclosure forms, ACA consent forms, and Medicare-required documentation - Commission tracking: import carrier statements, manage sub-agent splits, and generate producer commission reports through the optional NextCommission add-on The platform serves agencies from mom-and-pop shops to regional leaders and is in use across 37 states. NextAgency was launched in 2018 by a team of long-time industry leaders, including two past presidents of NABIP (formerly NAHU). NextAgency is privately owned, independently operated, and answers to its customers. NextAgency respects its customers. That is why it publishes its pricing on its website, provides a 30-day free trial, and offers a month-to-month subscription with no long-term contract required. The company enters into a mutual NDA with each customer. The NDA makes explicit that its customers own their clients’ data and that NextAgency will not market to agencies' prospects and clients. NextAgency’s effort to design the agency management and CRM platform its customers would build themselves is reflected in its reviews on rating sites. For instance, on G2, NextAgency earns 4.8 out of 5 overall, with customer support rated 9.9 out of 10 — the highest in the life and health insurance agency management category. Across G2 and Capterra, NextAgency’s ratio of positive to negative reviews is 6.2 to 1, a ratio greater than those of its peers. The platform integrates with Employee Navigator, BerniePortal, Ease, Intulse, Zapier, GReminder, and others. An interactive comparison tool at www.NextAgency.com allows agencies to evaluate features and pricing alongside leading competitors based on the factors users deem important. **Average Rating:** 4.8/5.0 **Total Reviews:** 37 **How Do G2 Users Rate NextAgency?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.2/10) - **Policy Management:** 9.3/10 (Category avg: 8.1/10) - **Accounting:** 6.7/10 (Category avg: 7.2/10) - **Task Management:** 9.4/10 (Category avg: 8.1/10) **Who Is the Company Behind NextAgency?** - **Seller:** [Take 44, Inc.](https://www.g2.com/sellers/take-44-inc) - **Company Website:** https://www.NextAgency.com - **Year Founded:** 2015 - **HQ Location:** Simi Valley, California - **LinkedIn® Page:** https://www.linkedin.com/company/18113406/ (5 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 89% Small-Business, 11% Mid-Market #### What Are NextAgency's Pros and Cons? **Pros:** - Customer Support (4 reviews) - Ease of Use (4 reviews) - Client Management (2 reviews) - Comprehensive Information (2 reviews) - Easy Access (2 reviews) **Cons:** - Complex Process (1 reviews) - Difficulty (1 reviews) - Lack of User-Friendliness (1 reviews) - Update Issues (1 reviews) - Workflow Inefficiency (1 reviews) ### What Do G2 Reviewers Say About NextAgency? *AI-generated summary from verified user reviews* **Pros:** - Users highly value the **exceptional customer support** of NextAgency, enhancing their overall experience and satisfaction. - Users find NextAgency's interface **easy to use** , with comprehensive layouts and supportive customer service enhancing the experience. - Users love the **efficiently consolidated client information** in NextAgency, simplifying management and planning tasks greatly. - Users value the **comprehensive information** offered by NextAgency, enhancing their organization and client management efficiency. - Users love the **easy access** to client and agent information, benefiting from quick customer support and adaptability. **Cons:** - Users find the **complex process** of navigating NextAgency's features can be time-consuming and challenging at first. - Users find **implementation difficult** , complicating the overall experience and hindering effective usage of NextAgency. - Users find the **lack of user-friendliness** challenging, especially on smaller screens like the MS Surface. - Users experience **inaccurate update issues** that lead to confusion regarding actual availabilities on NextAgency. - Users find **workflow inefficiency** due to complex features that demand time to master and lack customization. #### What Are Recent G2 Reviews of NextAgency? **"[NextAgency Makes Client and Policy Management Easier](https://www.g2.com/survey_responses/nextagency-review-11974613)"** **Rating:** 4.5/5.0 stars *— Satish L.* [Read full review](https://www.g2.com/survey_responses/nextagency-review-11974613) --- **"[Flexible system with excellent customer support](https://www.g2.com/survey_responses/nextagency-review-12726424)"** **Rating:** 5.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/nextagency-review-12726424) --- #### What Are G2 Users Discussing About NextAgency? - [What is NextAgency used for?](https://www.g2.com/discussions/what-is-nextagency-used-for) - 1 comment ### 16. [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) iLife is the #1 life insurance CRM! iLife is a comprehensive insurance CRM that streamlines processes, optimizes team productivity, and increases sales performance. Agents benefit from our centralized task management, automated data collection, and reduced sales cycle timelines. Agencies using iLife manage teams more effectively, exceed sales targets, and benefit from high client satisfaction. iLife includes all the tools a life insurance agent needs to succeed: e-App, quoting tool, marketing tool, website builder, and marketing content library. Request a demo to see iLife in action! **Average Rating:** 4.7/5.0 **Total Reviews:** 77 **How Do G2 Users Rate iLife Technologies?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.2/10) - **Policy Management:** 9.6/10 (Category avg: 8.1/10) - **Accounting:** 10.0/10 (Category avg: 7.2/10) - **Task Management:** 10.0/10 (Category avg: 8.1/10) **Who Is the Company Behind iLife Technologies?** - **Seller:** [iLife Technologies](https://www.g2.com/sellers/ilife-technologies) - **Year Founded:** 2019 - **HQ Location:** San Francisco Bay Area, US - **LinkedIn® Page:** https://www.linkedin.com/company/ilifetech/ (113 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Insurance Agent - **Top Industries:** Insurance, Financial Services - **Company Size:** 95% Small-Business, 1% Mid-Market #### What Are Recent G2 Reviews of iLife Technologies? **"[A Huge Win For The New Small Business and Independent Insurance Agent](https://www.g2.com/survey_responses/ilife-technologies-review-6796465)"** **Rating:** 5.0/5.0 stars *— Kevin J.* [Read full review](https://www.g2.com/survey_responses/ilife-technologies-review-6796465) --- **"[Life Insurance for the new millennium!](https://www.g2.com/survey_responses/ilife-technologies-review-5086286)"** **Rating:** 5.0/5.0 stars *— Michael G.* [Read full review](https://www.g2.com/survey_responses/ilife-technologies-review-5086286) --- #### What Are G2 Users Discussing About iLife Technologies? - [What is iLife Technologies used for?](https://www.g2.com/discussions/what-is-ilife-technologies-used-for) ### 17. [Applied TAM](https://www.g2.com/products/applied-tam/reviews) 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. **Average Rating:** 3.4/5.0 **Total Reviews:** 56 **How Do G2 Users Rate Applied TAM?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.2/10) - **Policy Management:** 8.2/10 (Category avg: 8.1/10) - **Accounting:** 6.5/10 (Category avg: 7.2/10) - **Task Management:** 7.1/10 (Category avg: 8.1/10) **Who Is the Company Behind Applied TAM?** - **Seller:** [Applied Systems](https://www.g2.com/sellers/applied-systems) - **Year Founded:** 1983 - **HQ Location:** Chicago, IL - **Twitter:** @AppliedSystems (6,858 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/162482/ (2,808 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 73% Small-Business, 25% Mid-Market #### What Are Applied TAM's Pros and Cons? **Pros:** - Data Management (1 reviews) - Features (1 reviews) **Cons:** - Outdated Design (1 reviews) - Workflow Inefficiency (1 reviews) ### What Do G2 Reviewers Say About Applied TAM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of managing reports** with Applied TAM, making data organization straightforward and efficient. - Users appreciate the **easy report management** in Applied TAM, benefiting from regular yearly feature updates. **Cons:** - Users criticize the **outdated design** of Applied TAM, leading to inconsistent workflows and a lack of enforced processes. - Users note **workflow inefficiency** due to the outdated platform and lack of enforced processes, leading to inconsistencies. #### What Are Recent G2 Reviews of Applied TAM? **"[Tam Review](https://www.g2.com/survey_responses/applied-tam-review-6663261)"** **Rating:** 4.0/5.0 stars *— Roberta T.* [Read full review](https://www.g2.com/survey_responses/applied-tam-review-6663261) --- **"[Easy to use agency management system.](https://www.g2.com/survey_responses/applied-tam-review-6623749)"** **Rating:** 4.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/applied-tam-review-6623749) --- #### What Are G2 Users Discussing About Applied TAM? - [What is Applied TAM used for?](https://www.g2.com/discussions/what-is-applied-tam-used-for) - [What is an agency management systems for insurance?](https://www.g2.com/discussions/what-is-an-agency-management-systems-for-insurance) - [How much does applied epic cost?](https://www.g2.com/discussions/applied-tam-how-much-does-applied-epic-cost) - [What is applied Epic software?](https://www.g2.com/discussions/applied-tam-what-is-applied-epic-software) - [What is applied Tam?](https://www.g2.com/discussions/what-is-applied-tam) ### 18. [BrokerageBuilder](https://www.g2.com/products/brokeragebuilder/reviews) BrokerageBuilder is an agency management system (AMS) built specifically for employee benefits brokerages. It centralizes group and plan data, automates renewal workflows, streamlines carrier RFPs, and tracks commissions — all in one platform purpose-built for how benefits teams work, not adapted from a P&C system. If you're running a benefits brokerage, your problems are specific: renewal seasons that overwhelm your team, RFPs that take hours to build, commissions that are hard to reconcile, and client proposals that should look more professional than they do. Generic CRMs and P&C-focused AMS platforms weren't designed to solve those problems. BrokerageBuilder was. Here's what that looks like in practice: Renewals that don't break your team. Sahouri Insurance, a full-service brokerage in the D.C. metro, cut renewal time in half after implementing BrokerageBuilder. Their Practice Leader put it plainly: "BrokerageBuilder has made renewals 100% more efficient." That's not a small efficiency gain — that's getting your team's time back at the most stressful point in the year. A benefits data model that fits. BrokerageBuilder organizes your book around groups and plans the way benefits brokers think about it — group-level file storage with no capacity limits, plan-level policy management, and a renewal calendar that keeps your entire team ahead of every x-date. Carrier-ready RFPs in minutes. Large group plan RFPs that used to mean hours of manual data assembly now generate directly from client records. Customized proposals go to clients looking polished and professional — without your producers spending a day formatting a Word document. Commission tracking that catches what carriers miss. Import carrier statements via CSV, run producer compensation reports, and surface missed commissions before they fall off your radar. BrokerageBuilder is part of Zywave's Performance Multiplier ecosystem. Connect it with Content Cloud for client-ready compliance and HR materials, Client Cloud for employee self-service portals, and Zywave's full suite of marketing and prospecting tools — all sharing the same account and contact data with no duplicate entry required. **Average Rating:** 3.6/5.0 **Total Reviews:** 15 **How Do G2 Users Rate BrokerageBuilder?** - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.2/10) - **Policy Management:** 9.4/10 (Category avg: 8.1/10) - **Accounting:** 6.7/10 (Category avg: 7.2/10) - **Task Management:** 9.4/10 (Category avg: 8.1/10) **Who Is the Company Behind BrokerageBuilder?** - **Seller:** [Zywave](https://www.g2.com/sellers/zywave) - **Year Founded:** 1995 - **HQ Location:** Milwaukee, WI - **LinkedIn® Page:** https://www.linkedin.com/company/zywave (953 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 53% Mid-Market, 47% Small-Business #### What Are Recent G2 Reviews of BrokerageBuilder? **"[BrokerageBuilder REview](https://www.g2.com/survey_responses/brokeragebuilder-review-4208384)"** **Rating:** 4.0/5.0 stars *— Jessica G.* [Read full review](https://www.g2.com/survey_responses/brokeragebuilder-review-4208384) --- **"[Great Software!](https://www.g2.com/survey_responses/brokeragebuilder-review-4922609)"** **Rating:** 4.5/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/brokeragebuilder-review-4922609) --- #### What Are G2 Users Discussing About BrokerageBuilder? - [What is BrokerageBuilder used for?](https://www.g2.com/discussions/what-is-brokeragebuilder-used-for) ### 19. [AgencySmart](https://www.g2.com/products/agencysmart/reviews) AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable. CONTACT OR SCHEDULE A DEMONSTRATION HERE --\> https://agencysmart.com/schedule-a-demonstration/ **Average Rating:** 4.8/5.0 **Total Reviews:** 38 **How Do G2 Users Rate AgencySmart?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.2/10) - **Policy Management:** 10.0/10 (Category avg: 8.1/10) - **Accounting:** 9.4/10 (Category avg: 7.2/10) - **Task Management:** 8.8/10 (Category avg: 8.1/10) **Who Is the Company Behind AgencySmart?** - **Seller:** [AgencySmart](https://www.g2.com/sellers/agencysmart) - **Year Founded:** 2002 - **HQ Location:** Fairfield, New Jersey - **Twitter:** @AgencySmartLLC (12 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11153962/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 95% Small-Business, 3% Mid-Market #### What Are AgencySmart's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Training Support (2 reviews) - Activities Management (1 reviews) - Navigation Ease (1 reviews) - Simple (1 reviews) **Cons:** - Data Entry Issues (2 reviews) - Manual Editing Difficulty (1 reviews) ### What Do G2 Reviewers Say About AgencySmart? *AI-generated summary from verified user reviews* **Pros:** - Users find AgencySmart to be **user-friendly and easy to navigate** , simplifying client and insurance tracking effectively. - Users value the **excellent training support** from AgencySmart, with quick and helpful sessions from the support team. - Users value the **simple and straightforward activities management** for effectively tracking clients and employer contributions. - Users appreciate the **navigation ease** of AgencySmart, finding it user-friendly and simple to use. - Users appreciate the **simple and straightforward system** for efficiently tracking clients and insurance information. **Cons:** - Users face difficulties due to **data entry issues** , requiring manual input of not all pre-populated plans. - Users find the **manual editing difficult** due to incomplete pre-populated plans in the system. #### What Are Recent G2 Reviews of AgencySmart? **"[Agency Smart is very user friendly!](https://www.g2.com/survey_responses/agencysmart-review-10274353)"** **Rating:** 5.0/5.0 stars *— Jessica C.* [Read full review](https://www.g2.com/survey_responses/agencysmart-review-10274353) --- **"[Refreshingly Simple and Straight Forward](https://www.g2.com/survey_responses/agencysmart-review-10275390)"** **Rating:** 5.0/5.0 stars *— Jeremiah B.* [Read full review](https://www.g2.com/survey_responses/agencysmart-review-10275390) --- #### What Are G2 Users Discussing About AgencySmart? - [What is AgencySmart used for?](https://www.g2.com/discussions/what-is-agencysmart-used-for) - 1 comment ### 20. [AIM](https://www.g2.com/products/aim/reviews) For over 50 years, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. Agencies, MGAs, and carriers rely on Vertafore solutions to provide end-to-end connectivity, improve client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers. AIM™ is a comprehensive, all-in-one underwriting and accounting solution designed specifically for Managing General Agents (MGAs), Managing General Underwriters (MGUs), and wholesale brokers. This powerful insurance technology centralizes core underwriting, accounting, and claims functions to manage the complex end-to-end lifecycles of submissions and policy servicing processes. MGAs, MGUs, and wholesale brokers leverage AIM to: Manage and streamline underwriting processes. AIM’s underwriting functionality allows users to easily clear, quote, bind, and invoice policies with the push of a button. Additionally, this module automatically synchronizes data with AIM’s equally powerful accounting module. Manage accounting tasks. AIM’s accounting module enables efficient management of payables, receivables, balance sheets, income statements, and general ledger reports. Create innovative products for the insurance marketplace. MGAs leverage the solution’s capacity to build products for specific coverages and markets. Users can choose default settings for data elements like limits, deductibles, terms, taxes, and commissions—efficiencies that increase speed-to-market. Automate and customize workflows. AIM’s customizable trigger actions such as document generation and creation. Users can design and implement workflows to automate tasks such as submission routing, underwriting approvals, policy issuance, and renewal processing. The increased efficiency translates to faster turnaround times, improved client communication, and enhanced service delivery. Improve client communications. AIM users can create, schedule, and send customized and targeted client communications to ensure clear, consistent messaging about policy updates, renewal notices, and claims-related information. Manage surplus lines taxes. The surplus lines feature in the accounting modules tracks tax filings for each state and automatically calculates the appropriate taxes during the quote process. Provide real-time reporting. AIM’s robust reporting capabilities deliver insights into submission activity and hit ratios for brokers. Users use real-time reporting to identify emerging trends and gain a holistic view of the business’s operational efficiency. AIM empowers MGAs, MGUs, and wholesale brokers to make informed decisions, optimize workflows, and respond swiftly to market changes. Manage the policy lifecycle. AIM monitors the policy lifecycle from submission and quoting to administration, ensuring accuracy and reducing processing times. Process claims efficiently. With AIM, the claims process becomes more efficient and accurate. Users can access tools for managing claims workflows, documenting claims information, and facilitating stakeholder communication. AIM streamlines the claims process, reduces settlement times, and improves the claims experience. Support new business growth. As MGAs, MGUs, and wholesale brokers expand their operations, AIM provides the scalability to handle increased policy volumes, new lines of business, and entry into new geographical markets. This ensures that the system can adapt to the evolving needs of the industry, supporting sustainable growth and new product innovation. **Average Rating:** 3.8/5.0 **Total Reviews:** 17 **How Do G2 Users Rate AIM?** - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.2/10) - **Policy Management:** 6.7/10 (Category avg: 8.1/10) - **Accounting:** 6.7/10 (Category avg: 7.2/10) - **Task Management:** 8.3/10 (Category avg: 8.1/10) **Who Is the Company Behind AIM?** - **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore) - **Year Founded:** 1969 - **HQ Location:** Denver, CO - **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,022 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance, Accounting - **Company Size:** 53% Small-Business, 47% Mid-Market #### What Are AIM's Pros and Cons? **Pros:** - Accounting (2 reviews) - Accounting Features (2 reviews) - Ease of Use (2 reviews) - Client Management (1 reviews) - Customer Support (1 reviews) **Cons:** - Accounting Difficulties (2 reviews) - Integration Issues (2 reviews) - Reporting Issues (2 reviews) - Application Errors (1 reviews) - Bug Issues (1 reviews) ### What Do G2 Reviewers Say About AIM? *AI-generated summary from verified user reviews* **Pros:** - Users find the product to have **stable and reliable accounting functionality** , blending flexibility with strong management controls effectively. - Users commend AIM's **stable and reliable accounting features** , appreciating its blend of flexibility and control. - Users appreciate the **ease of use** of AIM, finding navigation and report analysis straightforward and simple. - Users commend the **flexible client management** of AIM, balancing effective controls with user-friendly adaptability. - Users value the **excellent customer support** from AIM, enhancing their experience with the tool. **Cons:** - Users find the **accounting reporting difficult and clunky** , suggesting a need for improvements from a financial perspective. - Users face **integration issues** with AIM, struggling with messy tables and difficulties in finding vendor support. - Users find that **reporting issues** in AIM hinder functionality, stemming from a lack of accounting-focused development. - Users report **application errors** causing messy tables and problematic API code for RP/AP displays in AIM. - Users report **bug issues** with messy tables and API problems affecting data display from integrated systems. #### What Are Recent G2 Reviews of AIM? **"[Streamlined Policy Writing with Top-Notch Support](https://www.g2.com/survey_responses/aim-review-12628883)"** **Rating:** 5.0/5.0 stars *— Quintin S.* [Read full review](https://www.g2.com/survey_responses/aim-review-12628883) --- **"[User-Friendly for Accounting, Needs Better Validation](https://www.g2.com/survey_responses/aim-review-12629201)"** **Rating:** 4.0/5.0 stars *— Angela M.* [Read full review](https://www.g2.com/survey_responses/aim-review-12629201) --- ### 21. [Athena](https://www.g2.com/products/bennett-technologies-pvt-ltd-athena/reviews) Athena is a comprehensive insurance management solution developed by Bennett Technologies, designed to streamline and automate the operations of life and general insurance companies. This robust platform offers a suite of tools that enhance efficiency, accuracy, and customer satisfaction in the insurance sector. Key Features and Functionality: - Policy Management: Facilitates the creation, modification, and tracking of insurance policies, ensuring seamless policy lifecycle management. - Claims Processing: Automates the claims handling process, reducing processing time and minimizing errors. - Customer Relationship Management (CRM): Integrates CRM capabilities to manage client interactions, improving customer service and retention. - Underwriting Support: Provides tools for risk assessment and decision-making, aiding underwriters in evaluating and approving applications. - Regulatory Compliance: Ensures adherence to industry regulations and standards, reducing compliance risks. - Reporting and Analytics: Offers comprehensive reporting tools and analytics to monitor performance and inform strategic decisions. Primary Value and Solutions Provided: Athena addresses the complexities inherent in managing life and general insurance operations by automating critical processes, thereby reducing manual errors and operational costs. It enhances customer satisfaction through efficient policy and claims management, while its compliance features mitigate regulatory risks. By providing insightful analytics, Athena empowers insurance companies to make informed decisions, optimize their services, and maintain a competitive edge in the market. **Average Rating:** 4.2/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Athena?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.2/10) - **Policy Management:** 8.0/10 (Category avg: 8.1/10) - **Accounting:** 8.1/10 (Category avg: 7.2/10) - **Task Management:** 8.3/10 (Category avg: 8.1/10) **Who Is the Company Behind Athena?** - **Seller:** [Bennett Technologies](https://www.g2.com/sellers/bennett-technologies-044538a4-b6e5-42cc-8992-f8813cecb6f0) - **Year Founded:** 2007 - **HQ Location:** Gurgaon, Haryana - **Twitter:** @Bennetttech (47 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/657701 (33 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 58% Mid-Market, 25% Enterprise #### What Are Recent G2 Reviews of Athena? **"[A serverless interactive query service](https://www.g2.com/survey_responses/athena-review-9710640)"** **Rating:** 5.0/5.0 stars *— SANGEETHAVANI R.* [Read full review](https://www.g2.com/survey_responses/athena-review-9710640) --- **"[Efficient and Easy to Configure Management with Athena](https://www.g2.com/survey_responses/athena-review-12045287)"** **Rating:** 4.5/5.0 stars *— Juan L.* [Read full review](https://www.g2.com/survey_responses/athena-review-12045287) --- #### What Are G2 Users Discussing About Athena? - [What does Athena do?](https://www.g2.com/discussions/what-does-athena-do) - [What is Penelope program?](https://www.g2.com/discussions/what-is-penelope-program) - [What is Penelope Athena?](https://www.g2.com/discussions/what-is-penelope-athena) ### 22. [Agency Matrix](https://www.g2.com/products/zywave-agency-matrix/reviews) Agency Matrix is an agency management system (AMS) built for personal lines insurance agencies — from single-office shops to growing multi-location operations. It manages policies, automates client communication, connects directly to carriers for data downloads, and runs your agency's accounting, all in one browser-based platform. Personal lines insurance is a volume business. The agencies that win are the ones that handle more clients, more renewals, and more touchpoints without burning out their team. The ones that fall behind are the ones doing manually what their AMS should be doing automatically. Agency Matrix is built to close that gap. The numbers speak for themselves. Agencies on Agency Matrix write 16% more policies per user through better task management and workflow automation. Agents remarket policies 24% faster, and when it's time to quote and bind new business, agents save 39% of the time they used to spend — because the quoting flow connects directly to the management system. Carrier downloads that keep your book current. Policies and endorsements flow directly from carriers through IVANS and TeamUp into client records. No manual data entry. No re-keying what carriers already sent you. Texting built into the workflow. Integrated Twilio texting lets your team send and receive messages from within the platform, with every conversation permanently recorded on the client record. Automated marketing sequences handle routine outreach — new policy confirmations, renewal reminders, lapse warnings — without your team having to remember to send them. A client portal that reduces your inbound call volume. Clients can view their policies, print ID cards, make payments, and access certificates online — without calling your office. Built-in accounting. Agency Matrix includes invoicing, payments, receipts, commission reconciliation, General Ledger, and tax reporting natively — no separate accounting software required. Agency Matrix is part of Zywave's Performance Multiplier ecosystem. Pair it with TurboRater for integrated personal lines comparative rating — quote in TurboRater, carry the policy into Agency Matrix without re-entering data. Add Content Cloud, Client Cloud, and Zywave's prospecting tools, all sharing the same account data from day one. **Average Rating:** 3.6/5.0 **Total Reviews:** 25 **How Do G2 Users Rate Agency Matrix?** - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.2/10) - **Policy Management:** 7.5/10 (Category avg: 8.1/10) - **Accounting:** 7.5/10 (Category avg: 7.2/10) - **Task Management:** 7.6/10 (Category avg: 8.1/10) **Who Is the Company Behind Agency Matrix?** - **Seller:** [Zywave](https://www.g2.com/sellers/zywave) - **Year Founded:** 1995 - **HQ Location:** Milwaukee, WI - **LinkedIn® Page:** https://www.linkedin.com/company/zywave (953 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 81% Small-Business, 12% Mid-Market #### What Are Agency Matrix's Pros and Cons? **Pros:** - Data Management (1 reviews) - Organization (1 reviews) ### What Do G2 Reviewers Say About Agency Matrix? *AI-generated summary from verified user reviews* **Pros:** - Users value the **security and organization** of client information provided by Agency Matrix for effective data management. - Users value the **secure organization of client information** in Agency Matrix, ensuring data safety and ease of access. #### What Are Recent G2 Reviews of Agency Matrix? **"[Great Business Software](https://www.g2.com/survey_responses/agency-matrix-review-7711045)"** **Rating:** 5.0/5.0 stars *— Alisha R.* [Read full review](https://www.g2.com/survey_responses/agency-matrix-review-7711045) --- **"[Organized platform and very secured!](https://www.g2.com/survey_responses/agency-matrix-review-10470310)"** **Rating:** 5.0/5.0 stars *— JOSSY F.* [Read full review](https://www.g2.com/survey_responses/agency-matrix-review-10470310) --- #### What Are G2 Users Discussing About Agency Matrix? - [What is InsurancePro used for?](https://www.g2.com/discussions/what-is-insurancepro-used-for) - [What is AccuAgency used for?](https://www.g2.com/discussions/what-is-accuagency-used-for) - [How do you use Agency Matrix?](https://www.g2.com/discussions/how-do-you-use-agency-matrix) - [What is agency matrix application?](https://www.g2.com/discussions/what-is-agency-matrix-application) - [What insurance company uses ITC Agency Matrix?](https://www.g2.com/discussions/what-insurance-company-uses-itc-agency-matrix) - 1 comment ### 23. [TLDCRM](https://www.g2.com/products/tldcrm/reviews) 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 Service. We provide the most robust lead consumption, management and distribution tools you would ever need. Our dynamic report column builder is quick, easy and even FUN to use. We provide your CRM, Dialer and VoIP services you can use with our free softphone! Experience the benefit of a fully managed call center solution. Our experts in the insurance industry, sales and call center management are here to help you every step of the way. We solve the big problems and the small problems in ways that are intuitive and easy to use. Ever have trouble integrating with lead vendors? Done at the press of a button. Tired of reuploading leads into your Dialer or manually sending to others? Done automatically after setting up our relay campaigns. Tired of not knowing what your CPA (Cost per Acquisition) is? Or how much to pay your agents? Done automatically with simple to configure vendors and product data. Worried about COMPLIANCE, data access and protection? DONE! Our system is a completely customized query service with baked in protections for PCI, PHI and sensitive company information. Fast, efficient and secure! You will be amazed at how fast our platform runs! Less clicks, and less loading time means more time for sales! Let us take away the tech headaches that come with running a call center, all you need to do is deal with your agents and make the sales. We backup your data, your recordings and give you peace of mind at the end of every day. Give us a try, schedule a demo, let us walk you through all the solutions we have created to problems you don't even realize you have yet. We are in there, in the thick of it with you. Let us lead you through the sales battle and dominate the competition! **Average Rating:** 4.7/5.0 **Total Reviews:** 19 **How Do G2 Users Rate TLDCRM?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.2/10) - **Policy Management:** 8.3/10 (Category avg: 8.1/10) - **Accounting:** 8.3/10 (Category avg: 7.2/10) - **Task Management:** 3.3/10 (Category avg: 8.1/10) **Who Is the Company Behind TLDCRM?** - **Seller:** [Esotech](https://www.g2.com/sellers/esotech) - **Year Founded:** 2008 - **HQ Location:** Hialeah, FL - **Twitter:** @esotech (2,146 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/esotech/about (25 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 58% Small-Business, 21% Mid-Market #### What Are TLDCRM's Pros and Cons? **Pros:** - Data Management (1 reviews) - Tracking (1 reviews) **Cons:** - Inconsistency (1 reviews) ### What Do G2 Reviewers Say About TLDCRM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **centralized client information** in TLDCRM, making call and lead management effortless. - Users value the **tracking capabilities** of TLDCRM, facilitating easier management of calls and leads. **Cons:** - Users face **inconsistency** as the site can be closed accidentally, disrupting their workflow and experience. #### What Are Recent G2 Reviews of TLDCRM? **"[Hands Down The Best CRM I've Ever Used](https://www.g2.com/survey_responses/tldcrm-review-6520002)"** **Rating:** 5.0/5.0 stars *— Adam Z.* [Read full review](https://www.g2.com/survey_responses/tldcrm-review-6520002) --- **"[All Client Info in One Place for Easy Call & Lead Tracking](https://www.g2.com/survey_responses/tldcrm-review-12270449)"** **Rating:** 4.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/tldcrm-review-12270449) --- #### What Are G2 Users Discussing About TLDCRM? - [What is TLDCRM used for?](https://www.g2.com/discussions/what-is-tldcrm-used-for) ### 24. [SmartOffice](https://www.g2.com/products/smartoffice/reviews) Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet. • Client Tracking helps you manage your clients’ personal and household data, send correspondence, maintain a history of all interactions, and sync that data across all of your devices. • Calendar Management provides powerful tracking of completed activities and unfinished tasks/projects, calendar sync across all of your devices, and easy appointment scheduling through Calendly. • Dynamic Reports deliver critical business intelligence, with dashboards covering everything from sales and revenue to client birthdays and policy renewal dates. • Document Storage lets you upload important documents and access then from any device. Support for external services like Docupace and PaperClip are included. • Form Filling helps you quickly complete forms by pushing SmartOffice data to apps like Docupace and Laser App. • Microsoft Office/365 integration lets you post e-mail to SmartOffice from Outlook, run SmartOffice reports from Excel, post OneNote notes to SmartOffice, and send SmartOffice correspondence from Word. Cybersecurity • Data Security shields your from cyberattacks and helps you comply with security regulations. Encryption, multi-factor authentication, and backups are included. Zinnia's security controls have been verified via an independent SOC 2 Type 2 audit. • SmartOffice Secure is an optional service that protects your users devices from cyberattacks, enhancing SmartOffice’s already robust security features. Sales & Marketing • Lead and Opportunity Tracking helps you collect and distribute leads throughout your firm and build standardized sales processes that boost productivity and enforce best practices. • E-mail Marketing helps you create compelling marketing campaigns that bring in new business. Easily push SmartOffice contact data into apps like Constant Contact, FMeX, FMG Suite, and MarketingPro. Investments • Investment Tracking helps you manage client accounts and keep positions up to date using data from providers like Albridge, Aqumulate, Broadridge/Investigo, Charles Schwab, DAZL, DST, E\*TRADE, Fidelity, LPL, Pershing, Raymond James, Rydex, Securities America, SEI, Sterne Agee, TD Ameritrade, and Walnut Street Securities. • Financial Planning and Analysis allows you to export accounts and positions to popular planning and assessment apps like eMoney, MoneyGuidePro, and Riskalyze. Insurance • Individual and Group Policy/Pending Case Tracking covers inforce and pending life, disability, medical, LTC, annuity, group, auto, homeowner, umbrella, and other policy types. Manage everything from underwriting to policy service, and get automatic status updates through the DTCC or directly from major carriers. • Commission Tracking helps you calculate expected commissions and reconcile projections with actual payments from carriers. Compliance & Reporting • Automated Archiving of communications, notes, and other interactions between your staff and clients not only helps you provide excellent client service—it also creates a complete audit trail. And it works no matter what devices your employees use. • Audit Reports provide the tools you need to quickly extract and compile notes, documents, and correspondence into a report that’s ready to present to compliance officers and auditors. • Template Administration gives the home office control over the templates their advisors use for client outreach, marketing, and other activities. • Production Dashboard provides a consolidated view of production numbers for individual advisors, branch offices, or organizations in a clear, easy-to-understand format. Automation & Integrations • Standardize and automate sales processes, application/new-business workflows, and other critical activities, making your operations faster and less vulnerable to human error. • Data Repository features allow you to centralize storage of your critical data in one secure location and provide access to your other applications through our integration hub. • Data Feeds from providers of insurance and investment data automatically keep your data up to date, eliminating the need for time-intensive manual updates. Industry Expertise • Expert Consulting Services from our team of industry veterans help you find the solution that best meets your business needs. Unlike competitors offering overpriced, one-size-fits-all products, Zinnia has been designing customized, cost-effective systems for agencies and broker-dealers for decades. **Average Rating:** 3.7/5.0 **Total Reviews:** 26 **How Do G2 Users Rate SmartOffice?** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.2/10) - **Policy Management:** 5.6/10 (Category avg: 8.1/10) - **Task Management:** 6.7/10 (Category avg: 8.1/10) **Who Is the Company Behind SmartOffice?** - **Seller:** [Zinnia](https://www.g2.com/sellers/zinnia) - **HQ Location:** Atlanta, US - **LinkedIn® Page:** https://www.linkedin.com/company/getzinnia (2 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Insurance - **Company Size:** 64% Small-Business, 29% Mid-Market #### What Are Recent G2 Reviews of SmartOffice? **"[Great product for CRM](https://www.g2.com/survey_responses/smartoffice-review-5424173)"** **Rating:** 4.5/5.0 stars *— Tripp B.* [Read full review](https://www.g2.com/survey_responses/smartoffice-review-5424173) --- **"[I Love SmartOffice!](https://www.g2.com/survey_responses/smartoffice-review-5206524)"** **Rating:** 5.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/smartoffice-review-5206524) --- ### 25. [Macaw Agency Management System](https://www.g2.com/products/macaw-agency-management-system/reviews) 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 extremely detailed and flexible. Macaw has a built-in Document Manager, a built-in Analytics Engine and ready adapters for many inter-connected utilities like Payment gateways, Automated email marketing tools and Telephony providers. **Average Rating:** 3.3/5.0 **Total Reviews:** 16 **How Do G2 Users Rate Macaw Agency Management System?** - **Has the product been a good partner in doing business?:** 7.2/10 (Category avg: 8.2/10) - **Policy Management:** 7.0/10 (Category avg: 8.1/10) - **Accounting:** 3.9/10 (Category avg: 7.2/10) - **Task Management:** 6.4/10 (Category avg: 8.1/10) **Who Is the Company Behind Macaw Agency Management System?** - **Seller:** [Nest Innovative Solutions](https://www.g2.com/sellers/nest-innovative-solutions) - **Year Founded:** 2011 - **HQ Location:** Kolkata, India - **Twitter:** @NestInnovative (3 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2569129/ (47 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 72% Small-Business, 17% Mid-Market #### What Are Macaw Agency Management System's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Efficiency (1 reviews) - Email Integration (1 reviews) - Policy Management (1 reviews) - Time Saving (1 reviews) **Cons:** - System Instability (1 reviews) ### What Do G2 Reviewers Say About Macaw Agency Management System? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Macaw Agency Management System, simplifying document handling and workflow management. - Users value the **efficiency** of Macaw Agency Management System, simplifying policy handling and enhancing overall operational workflow. - Users appreciate the **ease of handling and processing policy documents** with Macaw's efficient email integration. - Users value the **ease of handling and processing policy documents** in Macaw, enhancing their workflow efficiency. - Users value the **time-saving features** of Macaw Agency Management System, enhancing efficiency in processing and managing policies. **Cons:** - Users worry about the **single point of failure** that could lead to significant disruptions in the Macaw Agency Management System. #### What Are Recent G2 Reviews of Macaw Agency Management System? **"[Centralized Management with Ease of Use, Resilient with Cloud Potential](https://www.g2.com/survey_responses/macaw-agency-management-system-review-12200255)"** **Rating:** 4.0/5.0 stars *— Yash S.* [Read full review](https://www.g2.com/survey_responses/macaw-agency-management-system-review-12200255) --- **"[SIMPLE! ](https://www.g2.com/survey_responses/macaw-agency-management-system-review-838311)"** **Rating:** 5.0/5.0 stars *— william f.* [Read full review](https://www.g2.com/survey_responses/macaw-agency-management-system-review-838311) --- #### What Are G2 Users Discussing About Macaw Agency Management System? - [What is Macaw Agency Management System used for?](https://www.g2.com/discussions/what-is-macaw-agency-management-system-used-for) ## What Is Insurance Agency Management Systems? [Insurance Software](https://www.g2.com/categories/insurance) --- ## How Do You Choose the Right Insurance Agency Management Systems? ### What You Should Know About Insurance Agency Management Systems ### What are Insurance Agency Management Systems? Insurance agency management systems are 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 Systems - Consolidate client information - Improve managerial efficiency - Generate detailed reports - Improve client communications ### Why Use Insurance Agency Management Systems? Insurance agency management systems are 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 systems 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 Systems? Insurance agencies are the companies that use insurance agency management systems. Within the insurance agency itself, the sales team uses insurance agency management systems the most, as it is vital to their function. This type of software system is essentially a CRM and allows them to maintain accurate information about current clients and prospects that they can sell to. ### Insurance Agency Management System Features Insurance agency management systems often include, but are 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 systems 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 solutions sometimes contain 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. ### Trends Related to Insurance Agency Management Systems The insurance industry has been experiencing a significant digital transformation, and that digital shift has driven development in the insurance agency management system space. The drive toward an entirely digital insurance industry will continue, and systems in this category will increase in importance as the backbone for insurance activities. **Mobility —** Users everywhere are switching to mobile as smartphone proliferation occurs and internet availability becomes ubiquitous. Because of this, insurance agency management system vendors are increasingly offering robust mobile functionality for their applications. **Self-Service —** Another trend in the industry is the shift toward self-service. Clients like to take care of things themselves, as interacting with an application is typically faster and easier than getting a support agent to deal with their issue. To offer their customers greater customer service options, insurance agency management system vendors are providing agencies with self-service client portals, through which users can look up information, ask questions, pay bills, and more. **Automation —** The general trend in the insurance industry is toward automation. This extends to insurance agency management systems, which automate marketing activities and certain sales activities. The more automation there is on the insurer’s side, the better for both parties, as long as the technology works well. Insurers will need less staff to service and sell accounts, which means less overhead. The efficacy of insurance agency management systems becomes key, but there will still be a need for human-to-human selling for the foreseeable future. **Personalization —** Personalized insurance policies have seen a rise in popularity. Because of the emergence of the internet of things (IoT), insurance companies can leverage new sources of data to create new policies. These policies may be micro policies like car insurance for borrowing a friend’s car or pay-per-mile car insurance, enabling a policyholder to cut down on premiums if they rarely use a vehicle. The increase in policy personalization gives agents more to sell, which means more potential prospects and an increased emphasis on organized selling to the right target markets. ### Software and Services Related to Insurance Agency Management Systems [**Insurance Claims Management Software**](https://www.g2.com/categories/insurance-claims-management) **—** Insurance agency management systems often integrate with insurance claims management software. [**Insurance Compliance Software**](https://www.g2.com/categories/insurance-compliance) **—** Insurance compliance software will typically integrate with insurance agency management solutions. [**Insurance Suites Software**](https://www.g2.com/categories/insurance-suites) **—** Insurance suites usually contain an insurance agency management module as part of the suite. The agency management portion is usually the backbone of the entire system.