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Best Insurance Agency Management Software

Products Buyer's Guide
10.0
InsuredMine
★★★★★

InsuredMine

Insured-Mine is a cloud-based insurance dashboard to store all your insurance information (Data & Documents). It helps you organize your insurance details into a simple easy to use dashboard with analytics for understanding of your insurance and risk management

I have thoroughly enjoyed using Insured Mine. - Tyler P.

Ease of use
Support
Ease of Setup

Languages supported: English

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8.0
AMS360
★★★★★

AMS360

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.

Intuitive Agency Management System - My preferred system of choice - Stephanie Z.

Ease of use
7.9
Support
7.7
Ease of Setup
0.0

Languages supported: English

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8.2
InsurancePro
★★★★★

InsurancePro

Agency management system designed for independent insurance agencies and brokers.

Searching for a solution - Henry L.

Ease of use
Support
Ease of Setup
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8.2
BenefitPoint
★★★★★

BenefitPoint

BenefitPoint is a web-based benefits management system that helps HR professionals administer employee benefits.

Static, antiquated - User in Insurance

Ease of use
8.6
Support
7.9
Ease of Setup
0.0

Languages supported: English

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9.0
BindHQ
★★★★★

BindHQ

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.

Sleek layout with great reporting - Nikki T.

Ease of use
Support
Ease of Setup

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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8.6
QQCatalyst
★★★★★

QQCatalyst

QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools.

Easy to understand & to use - Fernanda S.

Ease of use
8.8
Support
8.5
Ease of Setup
9.0

Languages supported: English, Spanish

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7.0
Nexsure Core
★★★★★

Nexsure Core

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

Nexsure Agency Management - User in Insurance

Ease of use
6.7
Support
6.9
Ease of Setup
0.0
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7.0
Applied TAM
★★★★★

Applied TAM

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.

If it's not broke, don't fix it! - User in Insurance

Ease of use
7.2
Support
6.7
Ease of Setup
0.0

Languages supported: English, French

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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9.2
AccuAgency
★★★★★

AccuAgency

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.

Twin Turbskies - Brittany C.

Ease of use
Support
Ease of Setup
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9.0
Agency Matrix
★★★★★

Agency Matrix

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

Great features available - User in Insurance

Ease of use
Support
Ease of Setup
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6.6
NowCerts
★★★★★

NowCerts

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

Finally an open AMS - Nik K.

Ease of use
Support
Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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9.0
Applied Epic
★★★★★

Applied Epic

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

Applied EPIC has some fantastic features and Applied is working to improve it constantly. - Jen F.

Ease of use
8.3
Support
9.3
Ease of Setup
9.2

Languages supported: English, French

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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9.2
Jenesis
★★★★★

Jenesis

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

Jenesis is an Amazing Program! - Gloria M.

Ease of use
9.0
Support
9.3
Ease of Setup
8.5
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9.4
IMS I
★★★★★

IMS I

Agency management with document imaging including ACORD, carrier, commission, claim download, and more.

Great Information Management System - User in Insurance

Ease of use
Support
Ease of Setup
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7.6
Athena
★★★★★

Athena

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.

Not user friendly - User in Hospital & Health Care

Ease of use
Support
Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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6.4
Newton by Agency Systems
★★★★★

Newton by Agency Systems

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

A bit complicated by good for reports - Administrator in Insurance

Ease of use
Support
Ease of Setup
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5.6
AgentCubed
★★★★★

AgentCubed

AgentCubed's insurance software combines a CRM, Lead Management & Distribution, and Agency & Policy Management into one platform

Agent Cube - Easy all the way around - Renee J.

Ease of use
Support
Ease of Setup

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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5.4
Insurance Noodle
★★★★★

Insurance Noodle

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

Good for Commercial Lines - User in Financial Services

Ease of use
Support
Ease of Setup
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5.4
GreenWave
★★★★★

GreenWave

Commission management software for the insurance industry.

Very accommodating and intelligent team - Administrator in Insurance

Ease of use
Support
Ease of Setup
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8.0
EZLynx
★★★★★

EZLynx

Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.

EzLynx and the ease of doing insurance - Amy M.

Ease of use
8.0
Support
7.9
Ease of Setup
7.1

Platforms: Win

Price: $$$$$

Business Size: 1

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7.2
SmartOffice
★★★★★

SmartOffice

CRM system for Insurance and Financial Services

SmartOffice Review - Christopher C.

Ease of use
7.3
Support
6.9
Ease of Setup
8.0

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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9.6
AgencySmart
★★★★★

AgencySmart

AgencySmart is cloud based, which means you have access to your client information from wherever you are, with any web connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing.

Gary Cupo, CLU, ChFC, President/CEO Benefit Solutions - Gary C.

Ease of use
9.9
Support
9.6
Ease of Setup
0.0
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9.6
ABS
★★★★★

ABS

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

Great Product - james w.

Ease of use
Support
Ease of Setup
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8.6
InsPal
★★★★★

InsPal

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

Easy to use and effective in managing for team leader - Fernando G.

Ease of use
Support
Ease of Setup
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8.6
Policy Works
★★★★★

Policy Works

Commercial insurance management system designed for Canadian Insurance Brokers only.

Helps brokers grow their commercial business - User in Insurance

Ease of use
Support
Ease of Setup
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8.0
Partner XE
★★★★★

Partner XE

Partner XE by SIS is a feature-rich, cloud-based agency management system that streamlines workflow and increases productivity for independent agents nationwide

Works as expected - User in Insurance

Ease of use
Support
Ease of Setup

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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5.6
North American Software Associates Eclipse
★★★★★

North American Software Associates Eclipse

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.

New user - Easy and efficient management system - Joe C.

Ease of use
Support
Ease of Setup

Languages supported: English

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