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 scale (based on market share, vendor size, and social impact) 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 share and scale of the Leaders. High Performers include: QQCatalyst and EZLynx Agency Management
  • 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. Contenders include: Applied Epic
  • 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: Sagitta
G2 Crowd Grid® for Insurance Agency Management
High Performers
Applied tam
Applied epic
Ezlynx agency management
Market Presence
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