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ERP & Business Management

Insurance Agency Software

Management systems for independent insurance agencies and brokers: clients and policies, quoting across several carriers, policy downloads from the carriers, the sales pipeline and renewals, commissions and the agency's own accounting. Every tool below is measured against the same criteria, in the same order. The subject is the agency's own work and not the insurer's: claims and policy administration systems for carriers do not belong here, and a general CRM sits under CRM.

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12tools

  • AgencyZoom

    Price From $99 / month

    Not rated yet

    Sales and retention CRM for insurance agencies that runs alongside the agency management system.

    Strengths

    • 14-day free trial on every plan, charged only after the trial ends
    • Published prices from $99 / month, with 20% off on annual billing for the independent and Farmers plans
    • Integrations with AMS360, QQCatalyst, Xanatek, HawkSoft and Momentum
    • Apps for iOS and Android

    Limitations

    • Not an agency management system; policy data depends on a connected AMS
    • The pricing page notes that some AMS integrations may cost extra
    • Seats beyond seven are priced through the sales team
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  • Menlo for Agents

    Not rated yet

    Shared application and quoting workflow for independent agents, with placement support from a licensed brokerage alongside.

    Strengths

    • One prefilled application per risk, which the agent confirms instead of retyping
    • A single submission reaches every carrier on the platform that writes the risk
    • Back-office placement support from a licensed brokerage alongside the software
    • Follow-up drafts for the agent to review and send

    Limitations

    • No prices published
    • The page describes no commission accounting, client portal, reporting or integrations
    • Lines of business are not listed on the page
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  • QQCatalyst

    Not rated yet

    Vertafore's cloud agency management system for small and growing independent insurance agencies.

    Strengths

    • Two-way data bridge with PL Rating for personal lines quoting and remarketing
    • Carrier downloads listed per carrier in a published partner list, including direct bill commission and claims
    • 50+ pre-built and customizable reports
    • Employee time clock built in

    Limitations

    • Prices are not published
    • Comparative rating runs through PL Rating, a separate Vertafore product
    • The official pages describe no agency accounting, client portal or certificates
    Visit site

  • HawkSoft

    Not rated yet

    Agency management system for independent insurance agencies, a Windows app with data in HawkSoft Cloud.

    Strengths

    • Two-way API integrations with partners including AgencyZoom, InsuredMine and Gaya
    • Browser-based Agent Portal, which HawkSoft states is included in the subscription at no additional cost
    • Self-service Certificates for a flat $49 per agency per month, with no per-certificate fees
    • Cancellation with 30 days of notice, and the vendor states it charges nothing to take your data

    Limitations

    • Base and per-user prices are not published
    • A Windows application; macOS needs a Windows virtual machine or a third-party hosting service
    • Rating runs through third-party raters, one-way only with EZLynx and AccuAgency
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  • Applied Epic

    AI features

    Not rated yet

    Agency management system from Applied Systems for multi-line insurance agencies and brokers across P&C and benefits.

    Strengths

    • Commercial, personal and benefits lines in one system
    • Carrier download and data exchange with more than 700 markets through Ivans
    • Trust balances kept apart from operating funds, with closed periods locked against new postings
    • Client Service Portal and a branded iOS and Android app for self-service

    Limitations

    • Prices are not published
    • The product pages do not state the hosting model
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  • Vertafore Sagitta

    AI features

    Not rated yet

    Vertafore's enterprise agency management system for large, multi-office and multi-division insurance agencies and brokerages.

    Strengths

    • Accounting across divisions and entities, with interdivisional postings and agency bill installments
    • Automated direct bill reconciliation
    • Role-based permissions and audit trails of login and user activity
    • Configurable quick-entry fields, navigation and grid displays

    Limitations

    • Prices are not published
    • Quoting, client portal and proposals are separate Vertafore products
    • The product page does not describe a sales pipeline or renewal workflow
    Visit site

  • AgencyBloc

    AI features

    Price From $109 / user / month

    Not rated yet

    Agency management system for health, benefits, senior and life insurance agencies and their uplines.

    Strengths

    • Published package prices, from $109 per user per month for AMS+ Grow
    • Scope of Appointment, ACA consent and attestation forms sent, signed and stored inside the system
    • Uplines such as GAs, IMOs and FMOs can track downline agents, policies and commissions
    • 7-day free trial

    Limitations

    • Commissions+, Engage+ and Quote+ are separate solutions without a published price
    • Built for health, benefits, senior and life lines; property and casualty is not among the lines the vendor names
    • Several AgencyBloc Intelligence features are labelled alpha or beta
    • VoIP and call recording only in the top Elevate package
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  • Vertafore AMS360

    AI features

    Not rated yet

    Vertafore's agency management system for growing insurance agencies that write personal and commercial lines.

    Strengths

    • Personal and commercial lines in one agency management system
    • Commission splits calculated automatically and shown in statements
    • Connects to other Vertafore products such as InsurLink through AgencyOne

    Limitations

    • Prices are not published
    • The product page does not state whether AMS360 is cloud-hosted
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  • JenesisNow

    Not rated yet

    Cloud agency management system for independent insurance agencies, with carrier downloads, commissions and a client portal.

    Strengths

    • Carrier downloads for personal and commercial lines through IVANS and Ebix
    • Commission Manager with user and company commission percentages
    • Client portal with policy documents, certificates and payment history
    • Built-in comparative rater for agencies in North Carolina

    Limitations

    • No prices published; the vendor asks for a demo request
    • Some integrated products are charged outside the standard monthly fee
    • The vendor site mentions no public API
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  • NowCerts

    Price From $99 / month

    Not rated yet

    Cloud agency management system for independent insurance agencies, with self-serve certificates and published monthly plans.

    Strengths

    • Published monthly plans from $99, with a 30-day free trial
    • Insured portal where clients issue their own certificates, request changes and pay
    • Carrier downloads through IVANS, which the vendor puts at over 250 carriers
    • Tracks agency and agent commissions, fees and carrier fees, with reconciliation

    Limitations

    • The vendor site describes quoting only through integrations with outside raters
    • Enterprise plan price not published
    • The pricing table and the FAQ on the vendor site give different prices for an additional user
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  • EZLynx

    AI features

    Not rated yet

    Cloud agency management system with a built-in comparative rater, for new and growing independent insurance agencies.

    Strengths

    • Comparative rater for home and auto with 330+ carriers in 48 states, inside the management system
    • Client Center portal where policyholders download ID cards and generate certificates
    • EVA assistant imports carrier commission statements and summarises client history
    • Runs in the browser with nothing to install

    Limitations

    • No prices published
    • The published carrier count covers personal lines; commercial carrier coverage is not stated
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  • Novidea

    Not rated yet

    Cloud insurance management platform built on Salesforce for brokers, MGAs and coverholders, from lead and quote to accounting.

    Strengths

    • Front, middle and back office in one system, with data passed from quote to back office without rekeying, as the vendor states
    • Built-in rating and rules engine plus submission to trading platforms
    • Over 500 ready-made report templates
    • London Market documents such as MRCs and coverslips through Docomotion

    Limitations

    • No prices are published on the vendor site
    • The certifications named on the security page are those of Salesforce, the platform it runs on
    • The vendor site describes no free trial or self-serve signup
    Visit site

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