# Best Insurance Agency Management Systems for Small Business

  *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)*

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

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





## Category Overview

**Total Products under this Category:** 132


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 4,800+ Authentic Reviews
- 132+ 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.


## Best Insurance Agency Management Systems At A Glance

- **Best for Small Businesses:** [Applied Epic](https://www.g2.com/products/applied-epic/reviews)
- **Best for Mid-Market:** [Applied Epic](https://www.g2.com/products/applied-epic/reviews)
- **Best for Enterprise:** [Applied Epic](https://www.g2.com/products/applied-epic/reviews)
- **Highest User Satisfaction:** [Applied Epic](https://www.g2.com/products/applied-epic/reviews)
- **Best Free Software:** [Jenesis](https://www.g2.com/products/jenesis/reviews)


---

**Sponsored**

### Momentum AMP, formerly Nowcerts

Momentum AMP is a modern, cloud-based Agency Management System (AMS) purpose-built for independent insurance agencies. Designed with input from real insurance professionals, Momentum AMP helps agencies streamline operations, automate follow-ups, and improve client communication—all within one intuitive, browser-based platform. Unlike legacy AMS platforms or generic business tools, Momentum AMP is built specifically for the workflows of independent agencies. With AI-powered features to surface key insights, automate tasks, and reduce manual data entry, the platform enables teams to work faster and more efficiently—whether they're focused on new business, renewals, or client service. Momentum AMP includes robust tools for email tracking, texting, task management, automation, and reporting, giving producers and service teams everything they need to stay on top of client needs and close more business. It's fully Mac-compatible and mobile-friendly, ensuring teams can access their work from anywhere, on any device. What truly sets Momentum AMP apart is our unified approach to agency operations. Agencies no longer need to juggle fragmented tools or spend time building workarounds. Instead, Momentum delivers a cohesive experience that simplifies day-to-day tasks, supports collaboration, and empowers users with smart, proactive workflows. With fast onboarding, a clean user interface, and ongoing enhancements based on real-world feedback, Momentum AMP gives agencies the flexibility and power they need to grow—without the complexity of traditional AMS systems. Whether you're looking to improve productivity, enhance client service, or modernize your operations, Momentum AMP delivers the tools and intelligence to help your agency thrive.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=599&secure%5Bdisplayable_resource_id%5D=599&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=599&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=17982&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=ab94ece12d59a9f3f8c0bb97ad7c98352ce887f9891cfe071854d2901819ef0e&secure%5Burl%5D=https%3A%2F%2Fmomentumamp.com%2F&secure%5Burl_type%5D=company_website&secure%5Bvisitor_segment%5D=180)

---

## Top-Rated Products (Ranked by G2 Score)
### 1. [Applied Epic](https://www.g2.com/products/applied-epic/reviews)
  Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a single view of the customer with automated capabilities for each stakeholder in your agency while also supporting integrations and making acquisitions easy using its open and scalable architecture. Applied Epic Helps Your Business Grow: Embrace technology with an open and flexible platform. Applied Epic® makes bringing on acquired agencies easy and delivers reliable integrations between Applied and third-party applications to guarantee productivity and profitability as your business needs change. Give your P&C and Benefits brokers a single place to operate. All roles, locations, and lines of business – both P&C and Benefits – can be managed in Applied Epic while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic. Empower your team to work from anywhere in a system they'll love. In just a few clicks, agency staff can view account and policy details, complete a quote, file a claim, and remarket a renewal, all while on the go. Work better with your insurer partners. Connect with insurer partners from your daily workflow to save time servicing customers. Without leaving your core system, you can find the best products quickly and easily and exchange policy details with both Personal and Commercial Lines rating capabilities. Meet your customers wherever they are. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system. Streamline your payments processes. Give your clients a superior payment experience with the insurance industry’s most versatile digital payments platform.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 1,551

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 7.5/10 (Category avg: 7.3/10)
- **Task Management:** 8.4/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Applied Systems](https://www.g2.com/sellers/applied-systems)
- **Company Website:** https://www.appliedsystems.com
- **Year Founded:** 1983
- **HQ Location:** University Park, IL
- **Twitter:** @AppliedSystems (6,881 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/162482/ (2,744 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Manager, CSR
  - **Top Industries:** Insurance, Accounting
  - **Company Size:** 71% Small-Business, 23% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (534 reviews)
- Features (219 reviews)
- Efficiency (209 reviews)
- Data Management (195 reviews)
- Workflow Efficiency (153 reviews)

**Cons:**

- Learning Curve (173 reviews)
- Complex Process (140 reviews)
- Excessive Clicking (130 reviews)
- Inefficiency (115 reviews)
- Limited Customization (102 reviews)

### 2. [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:** 556

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 6.8/10 (Category avg: 7.3/10)
- **Task Management:** 8.4/10 (Category avg: 8.1/10)


**Seller Details:**

- **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/ (3,013 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Agent, Insurance Agent
  - **Top Industries:** Insurance, Accounting
  - **Company Size:** 94% Small-Business, 1% Mid-Market


#### Pros & 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)

### 3. [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:** 897

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.2/10)
- **Policy Management:** 8.6/10 (Category avg: 8.2/10)
- **Accounting:** 7.3/10 (Category avg: 7.3/10)
- **Task Management:** 8.0/10 (Category avg: 8.1/10)


**Seller Details:**

- **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/ (3,013 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Manager, Insurance Agent
  - **Top Industries:** Insurance, Accounting
  - **Company Size:** 76% Small-Business, 18% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (101 reviews)
- Integrations (30 reviews)
- Customer Support (29 reviews)
- Features (28 reviews)
- Easy Access (25 reviews)

**Cons:**

- Lack of User-Friendliness (20 reviews)
- Learning Curve (19 reviews)
- Excessive Clicking (17 reviews)
- Outdated Design (17 reviews)
- Poor Reporting (12 reviews)

### 4. [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews)
  With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. Let EZLynx do the work so you can focus on selling and growing your book of business. We want to earn the title of your most productive employee every single day. EZLynx drives the success of over 37,000+ agencies with: EZLynx Rating Engine EZLynx Rating Engine™ is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler. EZLynx Management System EZLynx Management System™ leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily policy downloads.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 670

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.2/10)
- **Policy Management:** 8.9/10 (Category avg: 8.2/10)
- **Accounting:** 6.4/10 (Category avg: 7.3/10)
- **Task Management:** 8.6/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [EZLynx](https://www.g2.com/sellers/ezlynx)
- **Company Website:** https://www.ezlynx.com/
- **Year Founded:** 2003
- **HQ Location:** Lewisville, TX
- **Twitter:** @EZLynx (1,127 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2745224 (109 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Insurance Agent, Account Manager
  - **Top Industries:** Insurance
  - **Company Size:** 89% Small-Business, 9% Mid-Market


#### Pros & 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)

### 5. [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:** 82

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 8.5/10 (Category avg: 7.3/10)
- **Task Management:** 9.4/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Hawksoft](https://www.g2.com/sellers/hawksoft)
- **Year Founded:** 1995
- **HQ Location:** Canby, OR
- **Twitter:** @HawkSoft (879 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/972560/ (118 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance
  - **Company Size:** 95% Small-Business, 2% Enterprise


#### Pros & Cons

**Pros:**

- Communication (2 reviews)
- Integrations (2 reviews)
- Policy Management (2 reviews)
- Centralization (1 reviews)
- Client Management (1 reviews)

**Cons:**

- Integration Issues (1 reviews)
- Policy Management (1 reviews)

### 6. [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:** 32

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 7.7/10 (Category avg: 7.3/10)
- **Task Management:** 8.5/10 (Category avg: 8.1/10)


**Seller Details:**

- **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 (454 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance
  - **Company Size:** 94% Small-Business, 9% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (14 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)

### 7. [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:** 101

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.2/10)
- **Policy Management:** 8.5/10 (Category avg: 8.2/10)
- **Accounting:** 10.0/10 (Category avg: 7.3/10)
- **Task Management:** 7.9/10 (Category avg: 8.1/10)


**Seller Details:**

- **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/ (3,013 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Manager
  - **Top Industries:** Insurance, Accounting
  - **Company Size:** 38% Small-Business, 33% Mid-Market


#### Pros & 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)

### 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

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 6.1/10 (Category avg: 7.3/10)
- **Task Management:** 9.2/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [AgencyBloc](https://www.g2.com/sellers/agencybloc)
- **Year Founded:** 2008
- **HQ Location:** Cedar Falls, Iowa
- **LinkedIn® Page:** http://www.linkedin.com/company/agencybloc (137 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance
  - **Company Size:** 90% Small-Business, 7% Mid-Market


#### Pros & 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)

### 9. [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:** 3.8/5.0
  **Total Reviews:** 24

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.2/10)
- **Policy Management:** 7.2/10 (Category avg: 8.2/10)
- **Accounting:** 7.5/10 (Category avg: 7.3/10)
- **Task Management:** 7.6/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Zywave](https://www.g2.com/sellers/zywave)
- **Year Founded:** 1995
- **HQ Location:** Milwaukee, WI
- **LinkedIn® Page:** https://www.linkedin.com/company/zywave (920 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance
  - **Company Size:** 80% Small-Business, 12% Mid-Market


#### Pros & Cons

**Pros:**

- Data Management (1 reviews)
- Organization (1 reviews)


### 10. [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

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 8.0/10 (Category avg: 7.3/10)
- **Task Management:** 9.2/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Jenesis](https://www.g2.com/sellers/jenesis)
- **Company Website:** https://www.jenesissoftware.com/
- **Year Founded:** 1999
- **HQ Location:** Forest City, NC
- **Twitter:** @JenesisSoftware (249 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2100634/ (29 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Agent, Insurance Agent
  - **Top Industries:** Insurance
  - **Company Size:** 93% Small-Business, 1% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (13 reviews)
- Customer Support (6 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)
- Excessive Clicking (2 reviews)
- Download Issues (1 reviews)

### 11. [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

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 5.6/10 (Category avg: 7.3/10)
- **Task Management:** 6.0/10 (Category avg: 8.1/10)


**Seller Details:**

- **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/ (17 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Agent, Insurance Agent
  - **Top Industries:** Insurance
  - **Company Size:** 99% Small-Business, 1% Mid-Market


#### Pros & 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)

### 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

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Task Management:** 8.7/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [InsuredMine](https://www.g2.com/sellers/insuredmine)
- **Year Founded:** 2018
- **HQ Location:** Plano, US
- **Twitter:** @InsuredMine (986 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/16192926/ (84 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance
  - **Company Size:** 100% Small-Business


### 13. [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

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 9.4/10 (Category avg: 7.3/10)
- **Task Management:** 9.4/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Jenesis](https://www.g2.com/sellers/jenesis)
- **Year Founded:** 1999
- **HQ Location:** Forest City, NC
- **Twitter:** @JenesisSoftware (249 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2100634/ (29 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance
  - **Company Size:** 90% Small-Business, 10% Mid-Market


### 14. [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 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 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:** 36

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 6.7/10 (Category avg: 7.3/10)
- **Task Management:** 9.4/10 (Category avg: 8.1/10)


**Seller Details:**

- **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®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance
  - **Company Size:** 89% Small-Business, 11% Mid-Market


#### Pros & 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)

### 15. [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

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 8.0/10 (Category avg: 7.3/10)
- **Task Management:** 7.4/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore)
- **Year Founded:** 1969
- **HQ Location:** Denver, CO
- **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,013 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Manager
  - **Top Industries:** Insurance, Accounting
  - **Company Size:** 43% Mid-Market, 31% Enterprise


#### Pros & Cons

**Pros:**

- Account Management (1 reviews)
- Customization (1 reviews)
- Data Management (1 reviews)
- Reporting (1 reviews)


### 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

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 10.0/10 (Category avg: 7.3/10)
- **Task Management:** 10.0/10 (Category avg: 8.1/10)


**Seller Details:**

- **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®)

**Reviewer Demographics:**
  - **Who Uses This:** Insurance Agent
  - **Top Industries:** Insurance, Financial Services
  - **Company Size:** 95% Small-Business, 1% Mid-Market


### 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

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 6.5/10 (Category avg: 7.3/10)
- **Task Management:** 7.1/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Applied Systems](https://www.g2.com/sellers/applied-systems)
- **Year Founded:** 1983
- **HQ Location:** University Park, IL
- **Twitter:** @AppliedSystems (6,881 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/162482/ (2,744 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance
  - **Company Size:** 73% Small-Business, 25% Mid-Market


#### Pros & Cons

**Pros:**

- Data Management (1 reviews)
- Features (1 reviews)

**Cons:**

- Outdated Design (1 reviews)
- Workflow Inefficiency (1 reviews)

### 18. [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

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 8.3/10 (Category avg: 7.3/10)
- **Task Management:** 3.3/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Esotech](https://www.g2.com/sellers/esotech)
- **Year Founded:** 2008
- **HQ Location:** Hialeah, FL
- **Twitter:** @esotech (2,151 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/esotech/about (20 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance
  - **Company Size:** 58% Small-Business, 21% Mid-Market


#### Pros & Cons

**Pros:**

- Data Management (1 reviews)
- Tracking (1 reviews)

**Cons:**

- Inconsistency (1 reviews)

### 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

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 9.4/10 (Category avg: 7.3/10)
- **Task Management:** 8.8/10 (Category avg: 8.1/10)


**Seller Details:**

- **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®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance
  - **Company Size:** 95% Small-Business, 3% Enterprise


#### Pros & 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)

### 20. [WorkSmart](https://www.g2.com/products/worksmart/reviews)
  WorkSmart® is an enterprise content management solution designed by insurance professionals for insurance agencies. WorkSmart is designed to easily integrate with an agency management system to provide maximum visibility and efficiency by freeing up task capacity through workflows that streamline agency processes. It uses file-based document management and Big “I” best practice workflows to get the right work to the right person at the right time. Easy-to-use advantages · Stay flexible. WorkSmart’s cloud-based platform is available anytime, anywhere, so agents can access information, and administrators can track work from home, the office, or in the field. · Start working fast. A modern interface and intuitive workflows make everyone’s job easier and let users get up and running right away with minimal training or downtime. · Connect your business. Limit extra clicks and avoid work interruptions by accessing core business tools like Microsoft, Adobe, and other business-critical tools through APIs. Integrations with other Vertafore® products AMS360®, Sagitta®, and BenefitPoint® make it easy to find and share information without switching programs. Business intelligence features · Track work. WorkSmart helps users understand where processes work and where the bottlenecks are by showing the flow of tasks in real time. · Work process dashboards. Analyze how and when your work is getting done. Filter configurations help users drill down into business data and make informed strategic decisions. · Manage workloads. Equalize and balance tasks and assignments to support your staff and make sure they are used effectively. Managers are empowered to improve performance and limit burnout. Compliance and security · Avoid weak passwords. Vertafore Single Sign-on (VSSO) provides secure logins to all Vertafore products. Authorized users can verify their credentials using Multi-Factor Authentication (MFA). · Limit data leaks. Configure users’ access to data and information with permission controls, ensuring only the right people can view or edit content. · Stay up to date. Get the peace of mind that information is current, compliant, and secure with automatic version updates.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 24

**User Satisfaction Scores:**

- **Policy Management:** 10.0/10 (Category avg: 8.2/10)
- **Accounting:** 10.0/10 (Category avg: 7.3/10)
- **Task Management:** 10.0/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore)
- **Year Founded:** 1969
- **HQ Location:** Denver, CO
- **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,013 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance
  - **Company Size:** 52% Mid-Market, 40% Small-Business


#### Pros & Cons

**Pros:**

- Download Efficiency (1 reviews)
- Organization (1 reviews)
- User Interface (1 reviews)

**Cons:**

- Connectivity Issues (1 reviews)
- Learning Curve (1 reviews)
- Workflow Inefficiency (1 reviews)

### 21. [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

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Task Management:** 6.7/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Zinnia](https://www.g2.com/sellers/zinnia)
- **HQ Location:** Atlanta, US
- **LinkedIn® Page:** https://www.linkedin.com/company/getzinnia (10 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Insurance
  - **Company Size:** 64% Small-Business, 29% Mid-Market


### 22. [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

**User Satisfaction Scores:**

- **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: 8.2/10)
- **Accounting:** 3.9/10 (Category avg: 7.3/10)
- **Task Management:** 6.4/10 (Category avg: 8.1/10)


**Seller Details:**

- **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/ (45 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Insurance
  - **Company Size:** 72% Small-Business, 17% Mid-Market


#### Pros & 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)



## Parent Category

[Insurance Software](https://www.g2.com/categories/insurance)




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## Buyer Guide

### 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.