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Best Insurance Agency Management Software

Products Buyer's Guide
10.0
Xanatek IMS
★★★★★

Xanatek IMS

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

Love IMS! - Courtney M.

Ease of use
Support
Ease of Setup
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9.0
HawkSoft
★★★★★

HawkSoft

HawkSoft Client Management System (CMS) is an insurance agency's smart choice to enhance office productivity, profitability, and customer service.

Horribly Unreliable: Otherwise a Good Product - Administrator in Insurance

Ease of use
8.7
Support
9.0
Ease of Setup
0.0

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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7.8
EZLynx Agency Management
★★★★★

EZLynx Agency Management

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

Love IT - Rebecca McLennan B.

Ease of use
7.7
Support
7.7
Ease of Setup
0.0
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9.4
TLDCRM
★★★★★

TLDCRM

Total Lead Domination is a SaaS platform for health, life and other ancillary insurance sales. It is tailored for callrooms and call centers that deal with heavy lead volume and includes a VOIP / SIP Service for inbound sales and recordings.

Customer service relationship system for your comfort - Anne K.

Ease of use
8.9
Support
9.7
Ease of Setup
9.2

Languages supported: English, Spanish

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8.8
AgencyBloc
★★★★★

AgencyBloc

AgencyBloc is a web-based agency management system that provides the necessary tools to organize your health or life insurance agency.

Happy Member of The Bloc - Heather R.

Ease of use
9.0
Support
8.6
Ease of Setup
9.0

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 0

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8.2
BriteCore
★★★★★

BriteCore

BriteCore offers the best value in the insurance software industry.

Efficient, flexible, and great support! - Brooke B.

Ease of use
8.8
Support
7.8
Ease of Setup
8.6

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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7.8
Guidewire InsuranceSuite
★★★★★

Guidewire InsuranceSuite

Guidewire InsuranceSuite is a provider of core system software to the global Property/Casualty (general) insurance industry. Guidewire InsuranceSuite spans the key functional areas in insurance – underwriting and policy administration, claims management, and billing.

Guidewire User - User in Insurance

Ease of use
8.0
Support
7.7
Ease of Setup
7.7
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7.2
BrokerageBuilder
★★★★★

BrokerageBuilder

An agency management system for today's benefits broker.Streamline account tracking, unravel complex commission tracking and leverage in-depth reporting with BrokerageBuilder. Say goodbye to time-consuming renewals by streamlining the entire request for proposal (RFP) process. Create industry-leading RFPs in minutes and easily send them to multiple carriers using BrokerageBuilder.

BrokerageBuilder REview - Jessica G.

Ease of use
7.8
Support
6.9
Ease of Setup
7.7
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6.0
Sagitta
★★★★★

Sagitta

Streamline operations and power up profitability in your large agency or brokerage.

Gets the Job Done - User in Insurance

Ease of use
7.7
Support
4.7
Ease of Setup
8.0

Languages supported: English

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9.0
Insly
★★★★★

Insly

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

Insly insurance broker review - Logan W.

Ease of use
Support
Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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8.0
Agency Anywhere
★★★★★

Agency Anywhere

Agency Management Anywhere is an online agency management system that allows you to manage your agency from anywhere in the world in real time.

insurance - Suni L.

Ease of use
Support
Ease of Setup
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7.0
Aspire Agency Management
★★★★★

Aspire Agency Management

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

Insurance Agency Management Software: Aspire Agency Management - User in Insurance

Ease of use
Support
Ease of Setup
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7.0
SEI CRM
★★★★★

SEI CRM

Customer relationship management and accounting contracts system for insurance agents and brokers.

Solid experience overall - User in Financial Services

Ease of use
Support
Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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7.0
AIM
★★★★★

AIM

AIM centralizes your underwriting, accounting, and claims operations in order to be a more efficient and profitable insurance business. Designed to manage the full policy lifecycle, AIM helps increase your speed to market, while ensuring accuracy throughout the entire process.

Loving it for now! - Miranda M.

Ease of use
Support
Ease of Setup

Platforms: Win

Price: $$$$$

Business Size: 1

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5.0
Imprezzio
★★★★★

Imprezzio

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

It works well but can be time consuming - Agency in Financial Services

Ease of use
Support
Ease of Setup
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5.0
Insuraccess
★★★★★

Insuraccess

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

Handy to use - Agency in Insurance

Ease of use
Support
Ease of Setup
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4.0
Veruna
★★★★★

Veruna

Veruna's agency management solution is challenging independent insurance agents to walk away from the status quo and embrace change.

Still needs a lot of growing room - Jennifer G.

Ease of use
Support
Ease of Setup
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2.0
Cloudia Assistant
★★★★★

Cloudia Assistant

CRM with lead tracking, quote engine and commission calculation included. Integrated dialer.

Account specialist - User in Information Services

Ease of use
Support
Ease of Setup
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10.0
AgentOne
★★★★★

AgentOne

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.

Great user interface - User in Financial Services

Ease of use
Support
Ease of Setup
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10.0
RiskRevu
★★★★★

RiskRevu

RiskRevu transforms agency processes into digital forms to help insurance agents collect the data they need to sell and service insurance. Our platform gives each user their own forms to share and allows them to prefill them with data which saves their clients time. The forms are built by licensed agents and incorporate conditional logic to capture important risk details. The data responses are emailed directly to users after completion and are ...

Enhances client experience and time! - Rick K.

Ease of use
Support
Ease of Setup
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10.0
myCOI
★★★★★

myCOI

myCOI Central is built on a foundation of insurance industry logic to ensure you remain protected with the appropriate coverage. myCOI Central provides your company with a solution to automate your insurance certificate requests, collection, and compliance resolution, while also giving your team a single, centralized repository to view compliance.

Ease of Access, Thorough Account Reps - Catherine F.

Ease of use
Support
Ease of Setup
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0.0
BrokerEdge
★★★★★

BrokerEdge

BrokerEdge is an advanced insurance broker software/accounting software for insurance brokers that provides core automation and connectivity to insurer partners and insureds. This easy-to-configure Broker Management Software is user-friendly, flexible, scalable and has the capability to work with multiple insurance companies in conjunction.

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Ease of use
Support
Ease of Setup

Languages supported: English

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0.0
Duck Creek Platform
★★★★★

Duck Creek Platform

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

Reliable and versatile insurance solution - Consultant in Information Technology and Services

Ease of use
Support
Ease of Setup
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0.0
InsureEdge
★★★★★

InsureEdge

Damco's InsureEdge is a scalable technology platform and insurance agency management software designed to help Insurers achieve maximum benefits through its comprehensive modules covering policy administration, claims processing, reinsurance, dashboards and statutory reporting, agency management, and more. InsureEdge has the industry's most comprehensive and flexible insurance software solutions and processing functions for multiple lines of ...

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Ease of use
Support
Ease of Setup

Languages supported: English

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0.0
RiskVille
★★★★★

RiskVille

RiskVille is a modern, customizable cloud solution designed for captives, insurance agencies, MGAs to automate their daily business processes including policy, claim and risk management. We deliver the secure market-ready solution to our clients within one week starting from $24 000 per year.

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Ease of use
Support
Ease of Setup

Languages supported: Danish, English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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