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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: QQCatalyst and Applied Epic
  • High Performers are highly rated by their users, but have not yet achieved the Market Presence of the Leaders High Performers include: Jenesis
  • 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 TAM, EZLynx Agency Management, AMS360, and Sagitta
  • 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: Macaw
G2 Crowd Grid® for Insurance Agency Management
High Performers
Market Presence
Compare Insurance Agency Management Software
    Results: 82

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

    Applied Epic is the industrys most technologically advanced, flexible and secure cloud-based agency management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.

    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.

    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.

    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.

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

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

    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.

    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.

    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.

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

    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.

    Commission management software for the insurance industry.

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

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

    Agency managenment online services

    General agent management software for the employee benefits business.

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

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

    Agency management system designed for independent insurance agencies and brokers.

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

    CRM made specifically for the Independent Insurance Broker

    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.

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

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

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

    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.

    IVANS Exchange is a complimentary online tool that provides an easier way to track current and new download connections so your agency can increase insurer and MGA connectivity.

    The Nexsure Agency Management Platform delivers innovation and competitive advantage. It accelerates growth, drives productivity, improves customer retention, and elevates customer service.

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

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

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

    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.

    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.

    ACAExpress.com provides insurance agents the power to stay ahead in an ever-changing industry.

    AccuAgency's web-based solution integrates agency management, document storage, and rating into one easy to use software service. It also offers agency websites, 24/7 Consumer Rating, and partner products to help increase your agencys revenue.

    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!

    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

    AgentOne is an insurance sales automation solution built on top of Salesforce.com that can run on its own or integrate with call center tools.

    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.

    Athena is a web-based insurance software bring together the latest technology innovations and specific business needs of insurance agents and brokers. Athena comes in two different flavors, one is life insurance software and the other is general insurance software. Though two different products, the common architecture is used making it very easy to integrate this as one product for organization users.

    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.

    CiGMA is a cloud-based CRM solution. CiGMA offers a platform in which customer interaction and Underwriter confirmation is all one click away. Monitor, Distribute, Filter, set lead reminders – CiGMA provides total control.

    Comarch Digital Insurance is an insurance software. It supports both sales by facilitating the everyday work and insurance clients providing with customer experience and satisfaction.

    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.

    EXAMPLE Platform provides Rating, Underwriting, Policy Processing & Web Enablement for all lines of insurance.

    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.

    Digital applications that deliver compelling user journeys across marketing, sales, service, and claims. Deploy Guidewire Digital products with Guidewire InsurancePlatform to drive customer centricity, business agility, and profitability.

    IVANS Inquiry is an end-to-end integrated solution that enables your agency to securely retrieve insurance company account status information

    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.

    A Business Platform for all insurers, from greenfields and start-ups to established insurers and reinsurers, to capture the rapidly expanding opportunities for innovation and growth.

    Mindware Insurance Agency System is a complete solution for agencies that allows you to easily create quotes and policies.

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

    Our Eclipse Insurance Agency Management System is the tool for independent insurance agents to track customers, policies, documents, and everything else you need to build your business.

    Easily keep track of customers and their policies. Search, view and update your data.

    PDSpectrum is a robust modern policy processing system for P&C Insurance Companies, MGAs, and Program Administrators. PDSpectrum's features include administration, accounting, billing, claims, rating, underwriting, document management, and agent inquiry & quoting.

    Empower your agents, brokers, and partners with self-service digital tools for the entire sales and service lifecycle

    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.

    Impact is a web-based risk insurance and back office software for the insurance sector.

    Boost customer service with an easy-to-use application that supports the full sales and service lifecycle

    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.