Best Insurance Agency Management Software

Insurance agency management products help insurance agencies manage their business. In addition to back-office features, insurance agency management systems provide customer relationship management and marketing automation capabilities to help agents enhance relationships with clients and prospects. Some of the back-office features include 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 situation. These systems help all size agencies 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 an integrated insurance suite.

To qualify for inclusion in the Insurance Agency Management software 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

Insurance Agency Management Software Grid® Overview

The best Insurance Agency Management Software products are determined by customer satisfaction (based on user reviews) and market presence (based on products’ scale, focus, and influence) and placed into four categories on the Grid®:
  • Products in the Leader quadrant are rated highly by G2 Crowd users and have substantial Market Presence scores. Leaders include: Applied TAM and AMS360
  • High Performers are highly rated by their users, but have not yet achieved the Market Presence of the Leaders. High Performers include: QQCatalyst and Applied Epic
  • Contenders have significant Market Presence and resources, but have received below average user Satisfaction ratings or have not yet received a sufficient number of reviews to validate the solution.
  • Niche solutions do not have the Market Presence of the Leaders. They may have been rated positively on customer Satisfaction, but have not yet received enough reviews to validate them. Niche products include: EZLynx Agency Management and Sagitta
G2 Crowd Grid® for Insurance Agency Management
High Performers
Market Presence
Compare Insurance Agency Management Software
    Results: 64

    Star Rating

    Insurance Agency Management reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

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

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

    Applied TAM is the most widely used agency management software in the insurance industry, allowing your agency to manage day-to-day business operations with maximum productivity.

    Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.

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

    Sagitta provides an insurance solution that meets your enterprise needs and allows for rapid growth through acquisitions or traditional methods. It also supports your complex and specialty lines of business.

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

    Agency management system for employee benefits. Centralize client information, generate RFPs, and track commissions and variance. Real time system data reporting. Integrates with Microsoft Office Suite.

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

    CRM system for Insurance and Financial Services

    AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation.

    Nexsure is a comprehensive platform which provides all of the features you need to run an insurance agency.

    SIMPLIFY THE OVERWHELMING with one powerful solution designed specifically for insurance carriers & brokerages in the health and P&C insurance markets. Telephone, direct mail and web lead integration. Automated lead distribution to call center, captive agents and broker agents. Integrated quoting. Enrollment solutions for all sales channels. Policy management and unrivaled dashboard and reporting.

    Commission management software for the insurance industry.

    Macaw offers a comprehensive CRM solution for the insurance industry.

    Features a calendar, reminders for employees, task lists, reports, logs, and more.

    Agency managenment online services

    Applied DORIS is an easy-to-use online agency management system enabling smaller agencies to remain competitive and grow their business.

    General agent management software for the employee benefits business.

    An all-in-one agency software solution.

    Insurance agency management solution with features such as recording conversations with prospects and tracking revenue streams.

    Newton by Agency Systems provides insurance agencies of all sizes with reliable, full featured insurance agency management software.

    Omni-Channel Policy, Benefit Plan and Customer Insurance Applications in the Cloud

    Insurance agency management software that allows you to manage your book of business, your staff and your office from anywhere.

    AllClients provides contact management and marketing automation in one, easy-to-use system.

    Applied Vision enables agencies to manage complicated business structures with ease for growth and profitability.

    TechCanary is a technology company that provides software solutions specifically to insurance agencies and agents. In 2012 a strategic partnership was formed with and TechCanary to build a combined solution of an Agency Management System (AMS) and a Customer Relationship Management System (CRM). The combined solution is TechCanary's Core product Canary AMS.

    Imprezzio is an insurance marketing automation suite that includes lead management, sales management and reporting analysis.

    Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.

    A web portal for insurance brokers to improve international insurance program management and increase client satisfaction.

    Agency management system designed for independent insurance agencies and brokers.

    NextAgency is a suite of software for insurance brokers designed with an easy-to-use insurance agency management system and an employee management software.

    OneShield provides browser-based solutions to automate the sales and service of insurance products for Personal, Commercial and Specialty lines.

    Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes.

    Insurance agency internal management system and sales tracking. provides insurance agents the power to stay ahead in an ever-changing industry.

    An impressive new version for the best cloud-based Agency Management Software. Maximize your agency's potential, increase your sales, retain customers, organize tasks and get a high efficiency level keeping you up-to-date with key indicators

    Agency Management System software for your insurance agency that works!

    CRM made specifically for the Independent Insurance Broker

    Affordable web-based insurance agency management system designed for personal and commercial lines of business.

    AgencyIntelligence puts the most important tools right at your fingertips. We've added hundreds of new features to boost productivity, support the latest changes in compliance, and make everyday tasks easier. Starting from the beginning of the customer life cycle, AgencyIntelligence makes it easy to organize leads, assign call campaigns, and maximize contact with potential clients.

    Latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc.

    Agency Master, the Commercial and Specialty Lines Insurance Agency Management System

    The Administrator™ platform is a powerful back-office engine with integrated digital solutions that drives your whole policy administration operation from case management and servicing to product configuration, reporting and member communications.

    An agency management system designed for agencies writing direct bill auto and collecting payments in their office.

    Aspire Agency Management is a revolutionary agency management system brought to you by Impowersoft.

    Agency management, employer/employee benefit portals, customizable agency e-mail marketing tools.

    Web-based Agency Management system for P and C focused MGA's, Program Managers and Insurance intermediaries . Intuitive, scalable and secure software that helps you organize your agency.

    A commissions tracking program for the insurance industry, keep track of all of your sales and applications.

    Cloud based application manages certificates, endorsements, claims, policies, renewals, tasks, email, CRM, invoicing, reports and more.

    Cloud based solution made solely for insurance brokers to manage your clients, leads, and policies.

    Commission Tracker is specifically designed for Insurance agencies that sell group and individual benefits. CT is focused on managing the commissions paid to your agency by the carrier, as well as, the commissions owed to your producers.

    Web-based model management system with accounting capabilities for agencies and brokerage houses.

    FIMMAS is a complete, integrated system for the support of a wide range of group and individual insurance products.

    Xanatek offers complete agency management, including industry standards ACORD Forms, eMessages, eDocs, downloads, as well as client and prospect management.

    Insly Insurance Software Debt Management helps you manage overdue invoices by sending automatic reminders to clients.

    Macaw Insurer Operations is a back-office solution to enable the strategies of insurers towards business growth, cost optimization & ease of doing business. Macaw is designed to utilize the innovations around new and emerging technologies. With a light-weight platform stack, it is powered by the Weaver architecture and Sparrow methodology for development & deployment.

    Msg Life provides digitalization, big data analytics, in-force management, and regulatory compliance to insurance companies

    NowCerts offers automated updates of your policy information from carrier databases.

    Ozone Insuria is an easy to use Insurance Brokers Management Software designed and developed at par with business specific demands of the insurance brokers/ agents.

    With the flexibility of QQEvolution 2, you can choose the best package of features that meets the needs of your agency.

    Automate your insurance agency in 5 minutes.

    Special Agent puts your agency - every client, carrier, policy and form - at your fingertips.

    Agency management software with all of the features and tools agents want and expect.

    Kate from G2 Crowd

    Learning about Insurance Agency Management?

    I can help.
    Get FREE professional recommendations in just a few minutes.