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:
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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.
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.
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.
TechCanary is a technology company that provides software solutions specifically to insurance agencies and agents. In 2012 a strategic partnership was formed with Salesforce.com 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.
Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes.
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.
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.
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.
Xanatek offers complete agency management, including industry standards ACORD Forms, eMessages, eDocs, downloads, as well as client and prospect management.
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.
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.