Alternatives to Agency Matrix
Compare Agency Matrix alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Agency Matrix in 2026. Compare features, ratings, user reviews, pricing, and more from Agency Matrix competitors and alternatives in order to make an informed decision for your business.
-
1
Jenesis Agency Management
Jenesis Software
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.Starting Price: $60/month/user -
2
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you: • Grow sales with powerful CRM tools to track prospects from lead to sale • Focus your team with shared notes and tasks that sync with your calendar • Improve customer service with our workflows and customer service reports • Keep commitments with follow-up tools like personal to-do lists for your entire team • Access the forms and files where and when you need them with our online agency library • Automatically assign your emails to your prospects and clients. • Get what you've earned with commission tracking tools and reports NextAgency is easy to use and simple to customize. Start a free trial today.Starting Price: $60 per seat per month -
3
Apizeal
Apizeal
Insurance Agency Management System. The comprehensive HIPAA compliant software for independent agencies and agents, created specifically to solve the problems that you and your team face every day. Industry-Specific Technology at your fingertips. Manage Your Insurance Business from Anywhere, Anytime Apizeal is a cloud-based insurance agency management system that helps independent agencies and agents to evolve and grow their business with an industry-specific platform. The system integrates policies and client management with commissions processing, E-Contracting, marketing automation, and lead generation tools. All you need in one organized and secure place. Why choose Apizeal? Become The Leader In Your Market With The Right Solutions. We have designed each solution based on what insurance agencies and agents need to be successful. Agency administration. Drive an efficient HIPAA compliant agency. Apizeal saves you time, money, and resources by improving your workflow automatically -
4
Aspire
Impowersoft
We are a leading provider of insurance agency management software solutions. Our focus is to provide our clients with groundbreaking applications and innovative services that enhance their businesses and allow them to get the upper hand on their competition. What could this mean for your business? Simply put, higher levels of customer satisfaction, increased profits and lower operating costs. Our product is a comprehensive and cost-effective insurance CRM software / insurance agent software application tailored specifically to meet the demand of the modern insurance agency. Our insurance agency management software, called “Aspire,” is a result of collaboration from experts with backgrounds in both insurance and software development. As a result, our clients get innovative, first-to-market insurance agent software features that no other company has. Our insurance agency management software is packaged to be one of the most cutting-edge and simple solutions for insurance agencies.Starting Price: $129 per month -
5
Eclipse
North American Software Associates
Eclipse offers the robust features independent insurance agencies need, without burdening their budget. It’s the ideal tool for tracking data and hitting sales goals. Make digging for client data and deal with external accounting platforms' problems of the past. With Eclipse, your agency can automate many of its manual processes and give agents more time to connect with current and prospective customers. The Eclipse Agency Management System follows a per-user pricing model. With per-user pricing, there is no mystery behind how much the software will cost. Instead, agencies always have a clear idea of what their investment will be, and they are in control of whether the costs go up or down. When your agency grows and you add more agents, those agents will become new users. If your agency operates or acquires additional locations, Eclipse's Multi-Agency scalability allows your system to grow with your business. -
6
EZLynx
EZLynx
Each EZLynx product integrates with our comparative rater and agency management system to provide a single platform. Bundle products to increase efficiency or purchase them separately. EZLynx provides innovative insurance software that helps streamline your agency’s workflow. You can bundle products to supercharge your agency's productivity or purchase products individually to meet the unique needs of your business. Each product integrates with our comparative rater and agency management system to provide a single platform to manage customers through their full life cycle. From real-time home and auto quoting on your insurance agency website to email marketing, EZLynx has a solution for you. The cloud-based system allows agents to maximize client acquisition and client servicing through the full client life cycle. Find each of your customer's quotes, policies, and documents in one place. -
7
Newton by Agency Systems
Agency Systems
Newton by Agency Systems provides insurance agencies of all sizes with reliable, full-featured insurance agency management software systems for commercial and personal lines retail agencies, brokers, and general agencies. Even the most stable agency management system provider is of no value unless they are willing to commit all of the resources required for a successful transition, including the unlimited training and support your agency needs. Experience proves that some agencies require more individual attention than others, and you should demand that support without question and without additional fees. We’ve been diligent in creating intelligent agency management software that will empower you to work smarter and more efficiently. Our innovative user interface offers capabilities and design features unlike anything insurance agencies have seen before.Starting Price: $185.00/month -
8
Agency Master
Agency Master Insurance Software
Agency Master is a state-of-the-art insurance agency management software solution purpose-built for the trucking, equine, aviation, general commercial, and specialty lines. Cloud or local based, Agency Master promotes 100% paperless offices and delivers powerful capabilities that include workflow, certificates, accounting, ACORD and company-specific forms, integrated e-mail, reporting, carrier access, history, and more. Featuring an intuitive toolbar and task list, Agency Mater has everything an agency needs to seamlessly manage its client base. -
9
Equisoft/centralize
Equisoft
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Our insurance agency management software powers your business with out of the box business processes built by industry insiders. Policies sold and commission projections are just a few of the key reports that track operations. Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds. -
10
Canary AMS
TechCanary
TechCanary is a premier technology company that offers cutting-edge software solutions for brokerages, insurance agencies, and agents. With TechCanary's core product, the Canary AMS, the company aims to provide an analytics-driven, cloud-based agency management system (AMS) that maximizes agent productivity and improves customer service. Built 100% natively in Salesforce, this number one insurance solution helps brokerages and agencies successfully manage their policies and meet all their sales and service needs.Starting Price: $100.00/month/user -
11
Sagitta
Vertafore
The enterprise-class agency management solution for your insurance business. Whether you’re growing organically or through acquisitions, your needs as a large business differ from those of local, independent agencies. 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. Get flexibility at the user and department level to enable your agency to work the way that is best for your business. Advanced accounting and finance capabilities address your agency's unique needs, so you save time. Grant or restrict access to sensitive information at the user level to ensure your data remains secure. -
12
OneLink
Intruity
OneLink was created with the agency owner in mind. We were born out of the desire to obtain a more comprehensive and advanced technology base for the insurance industry. OneLink leads the industry as a complete and diversified solution. OneLink gives you complete control of your agency. Easily create hierarchies and manage user access. Keep track of potential clients as well as repeat business. Spot new opportunities to expand your insurance services, all in the same system. Track payments and process commissions with ease. OneLink can handle both manual and automatic processing, and is totally customizable. OneLink generates multiple reports containing production data, policy summaries, call performance and commission tracking. OneLink provides this data almost instantaneously. We recognize the insurance industry requires a unique set of functionality when it comes to lead management. OneLink uses ForcedLead technology to support your agency with up to date contact opportunities. -
13
Gen4 Agency Management
Gen4 Systems
An agency management system the whole team will use. From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use. The Gen4 sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency. Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency. Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.Starting Price: $195 per month -
14
ARS Manager Plus
Agency Rating Systems
In today's slow economy and competitive business environment, you need an affordable insurance agency management software system that gives you the ability to process your workflow faster than ever before. ARS Manager Plus will make your staff more productive and your agency more profitable. ARS Manager Plus is a powerful 32 bit Agency Management System designed to give you total control of your agency. From a Transactional filing engine to a powerful internal word processing feature, to scanning or capturing and displaying stored images and documents, Manager's comprehensive features allow you to leverage your agency's automation needs. See a list of important features in this third-generation Agency Management System by ARS. ARS Manager Plus is no ordinary insurance software application. It is a full-blown and state-of-the-art agency management system. -
15
GloveBox
GloveBox
The agency branded self-service platform connected to all insurance carriers. A premier technology for the IA channel. GloveBox is a centralized mobile and web application allowing insurance policy holders to access their policy documents, pay a bill, initiate a claim and so much more regardless of which carrier their policies are written with. The goal of GloveBox is to enhance the customer experience for the insurance client while reducing service costs and increasing overhead for both agencies and carriers. A seamless all-in-one platform connecting clients to your agency and their carrier(s). Choose from a full list of insurance companies to organize personal lines policies inside your GloveBox. Once your carrier is selected, it is added to your homepage and you may proceed to register for an account and/or login. GloveBox includes robust automation for client distribution and a seamless in-app experience.Starting Price: $150/month -
16
Agency Impact
Agency Impact
Meet Agency Impact, a new, reliable and powerful solution, built with simplicity from the ground up by retired insurance agents for insurance agents. Best of all, it was designed to work with your PC, laptop, tablet or smartphone anywhere and anytime. We have launched the most cost-effective web-based insurance agency management program on the market today. Whether your agency is large, small or in between, we pride ourselves on providing the best solution for your insurance management needs, a sophisticated investment at modest pricing. Agency Impact works the way you do. It delivers excellence, plus, superior and unsurpassed flexibility. By utilizing the power of the Internet, Agency Impact allows you to share up-to-the-moment customer information, access crucial files and view your critical data and make the right choices, from your office, on the go, or from the comfort of your home.Starting Price: $49 per month -
17
Xanatek
Xanatek
An intuitive system based on the latest technology — bundled with unlimited training and support. Our mission is to ensure you get maximum value from your agency management system. We specialize in solutions for small and medium-sized agencies with a single focus on customer service. Xanatek was founded by Brent Sheppard—a former insurance agent—who realized there was an opportunity for agents to get more value out of their management systems. Brent saw an opportunity to create an easy-to-use management system and bundle it with support and training at a value-based price. His goal: give small and mid-sized agents the systems they need to run and grow their businesses while providing the right support to enable them to fully utilize the technology. Today, the company, which has been in business since 1995, helps independent agents better run their businesses with our advanced, cloud-based agency management system. Using our system, agency staff can access critical client data.Starting Price: $795.00/one-time -
18
LTS Pro
Business Assistant
This agent and agency management, marketing and tracking software system is designed to assist independent agents and agencies in tracking and running their agency more efficiently using best practices. The software is set up in an administration-mode. After the administrator signs in they go through the setup process by adding agents, carriers’ information, lead sources, and the drip campaign letters. They can also input group and individual commissions, create and upload custom letters, and set up all the group and individual client accounts for each agent. The software is designed to allow queries by carrier, by lead source, by type of lead, by agent. The administrator can run reports that display closing ratios such as sales vs. dead-leads, sales vs. callbacks. -
19
AgencyBloc AMS+
AgencyBloc
#1 Recommended Insurance Industry Growth Platform AgencyBloc's Plus Suite of industry-specific solutions helps health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more—effectively removing roadblocks for sustainable growth.Starting Price: $109.00/month -
20
Agency AutomationTEAM
Agency AutomationTEAM
CP Manager was designed based about what agencies have desperately wanted in an agency management system. It took an insurance automation consultant to design this system. Adding a client and policy is incredibly easy, servicing clients is easy. CP Manager is so easy we even did a webinar specifically on how we created such an easy to use system. Two years prior to releasing CP Manager we gave a number of CSRs access to CP Manager, offered no training and then got detailed reports on how we could make CP Manager even easier. You'll learn about the design of CP Manager and the things we did to create a highly productive system so you can create a highly productive agency which means your staff will be able to manage a larger book of business. You and your staff are sending and receiving emails many times through the day. By building emailing into CP Manager and integrating it tightly in the system emailing in CP Manager is far more efficient and a lot less steps! -
21
Veruna
Veruna
Leveraging the Salesforce platform, Veruna is bringing to insurance what 80,000 businesses in other industries have already been using for years. Finally, a system your agency can configure to sell more, be more efficient and serve your customers better. Veruna is the revolutionary insurance management system purpose-built to unchain you from what's held you back for years. Putting the agency first, Veruna allows agencies to configure their software to match their unique business processes by building customer workflows, and automated back-end processes and interacting seamlessly with tools and customer-direct websites and portals. It’s time for forward-thinking independent agents to take up the banner of change, demanding more than the status quo that dominant providers have been serving up for years. With Veruna, agencies can easily configure their systems to prioritize what matters the most to their businesses - helping customers, growing business, finding unique solutions, etc. -
22
Applied Rater
Applied Systems
Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting. -
23
EbixASP
Ebix
EbixASP is the first online agency management system built from the ground up to take full advantage of what the internet has to offer. No longer does an agency need to worry about maintaining updates of agency management software or worrying about whether a backup is valid. The only software required is Microsoft Internet Explorer 11.0 and a connection to the internet. Now you have access to your data anywhere, anytime, anyplace. Even your cell phone becomes an extension of your EbixASP system, allowing your agency to keep you informed with important messages while you are out doing what you desire to do – SELL INSURANCE! EBIX, a leading international supplier of On-Demand software and E-commerce services to the insurance industry, Ebix, Inc., (NASDAQ: EBIX) provides end-to-end solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry. -
24
TIS
Comtec Global
An integrated general insurance software designed for insurance companies processing all personal and commercial lines of business. All TIS modules draw their information from a single instance database and business rules repository. The application supports the entire spectrum of core insurance-related functions including client administration, underwriting, policy and endorsement generation, claims management, co-insurance/reinsurance handling, billing and collection of payments, cash receipts and disbursements, agency and commission management, production processing and management reports - all combined within a multi-company, multi-currency and multi-lingual system. Reinsurance accounting and automated underwriting systems. Insurance Products Generator and rating tool. Policy Administration. Billing and Collection. Claims management software. Agent commission management. -
25
BimaGrow
BimaGrow
BimaGrow is a complete business growth platform designed for insurance advisors. From managing client data, policies, and renewals to tracking commissions and generating business insights, BimaGrow makes everything simple and organized. With powerful features like Lead Management, Policy Management, Renewal Reminders, Commission Tracking, Ledger, Business Reports, and AI-powered tools, advisors can focus more on sales and service rather than paperwork. BimaGrow also offers a lifetime free advisor website, unlimited editing, marketing posters, and vehicle/policy search to make your work smarter. You can even manage family groups, upsell or cross-sell policies, and unlock additional income opportunities through tie-ups. Whether you’re an independent advisor or running an agency, BimaGrow helps you save time, increase efficiency, and grow your insurance business with confidence.Starting Price: ₹2,999/year -
26
Special Agent
Special Agent
Save time and money while increasing your productivity and sales volume with Special Agent, the complete insurance agency management software system. The wide range of powerful and intuitive features in Special Agent will help you better service your customers and increase revenue without emptying your bank account. Contact us to schedule a demo or Chat Now with a live representative and you'll see why agents that switch to Special Agent become raving fans. Special Agent puts your agency - every client, carrier, policy and form, at your fingertips. It works like you work, with all the functions designed for speed, accuracy and efficiency. Special Agent works with your carriers to provide seamless integration, avoid duplicate entry, and put the most current information at your fingertips. -
27
AgencyPro
Agency Software
Our Flagship product, AgencyPro™ for Windows, has ALL of the tools you need to run a virtually "paperless" insurance agency. With optional Download Module, you can automatically download client and policy information from your Carriers or rating vendors in ACORD® Level 3 format. Saves unnecessary data entry and prevents E&O. AgencyPro is considered to be one of the most comprehensive agency bill insurance accounting systems available anywhere. It is a full agency accounting system including client A/R, rep and company payables, direct bill reconciliation, invoicing and receipts. It works on either cash or accrual basis and produces all necessary financial statements including a Balance Sheet, Income and Expense Report and a Trial Balance. It also includes all of the features of EZAgent. Our staff of agency accounting experts are the best 'hand-holding' department in the industry. -
28
InsurLink
Vertafore
InsurLink provides clients with self-service digital access, 24/7, to the information they need the most. The end result? Higher client satisfaction, lower E&O risk, and more time to advise clients and grow your business. In this success story, learn how InsurLink helped Amaden Gay Agencies significantly reduce time responding to simple inquiries, increase the security of document sharing practices, and improve the agency-client relationship by offering self-service capabilities. Your clients expect to have their needs met quickly, when and where it is convenient for them. A modern, intuitive client digital experience is key to providing the 24/7, mobile, and secure service clients are looking for—boosting your profitability and client retention. Transform your business with digital technology to satisfy your customers and meet their needs quickly. -
29
WorkSmart
Vertafore
WorkSmart is Vertafore’s enterprise content and workflow management solution designed specifically for insurance agencies. It helps agencies operate efficiently and manage large volumes of work by providing a comprehensive view of their workflows. With a modernized interface, WorkSmart makes every employee’s job easier within the easy-to-use and intuitive system. Best practice workflows and key integrations allow employees to get more done in less time. It enables collaboration on workflows remotely, allowing agencies to service customers quickly. WorkSmart provides insights into where processes work and where bottlenecks are, helping agencies understand and improve their operations. It ensures data security and software updates, giving agencies peace of mind. WorkSmart integrates with Vertafore’s AMS360, Sagitta, and BenefitPoint management systems, aligning work with staff’s areas of expertise. -
30
Mindware Insurance Agency System
Mindware Systems
We provide comprehensive solutions for small and medium companies in improving quality and productivity of work at a very competitive price. MIAS is specially designed for Insurance Agencies and Agents. Powerful, Easy-to-Use, Affordable, Lower maintenance costs, Fast and effective systems implementation and integration. It can handle your daily tasks as well as accounting statements. We can import the data from the program you are currently using to MIAS. Enter quotations, policies, endorsements, renewal notices, payments, commissions and generate outstanding payments & sales reports. Scan all your documents Proposal Forms, Schedules, CI’s, Endorsements, claims and link them to policies so that you don’t have to search hard copies. Templates are specially design input screens for each class of insurance. Find Policies by any given details (eg. Customer telephone, Name, Address, Policy number, endorsement number, etc…). -
31
Agency Anywhere
Choices Software
With many in the workforce switching to working from home, Agency Anywhere ACORD Forms™ is the perfect solution. It makes working with ACORD Forms quick and easy. Agency management options can be added or removed, as needed. Only pay for what you need. Choices ACORD Forms™ can be filled-in, saved, signed, grouped, sorted, combined and emailed. Choices Agency Anywhere™ software allows you to choose and pay for only the features that you need. As your insurance agency grows, you can add features at your own pace, saving time and money. ACORD Forms are standardized forms used in the insurance industry. Choices Software, Inc. has added value to ACORD Forms for over 30 years. Standards for ACORD Forms are set by ACORD.Starting Price: $75 Semi-Annually -
32
Radius
Radius Bob
CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.Starting Price: $34 per month -
33
Partner Platform (Partner XE)
Strategic Insurance Software, LLC
Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner. Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners. -
34
Benelinx
Benelinx
Benelinx is a cloud-based agency management platform designed specifically for employee benefits insurance brokers to manage sales, client relationships, and policy operations in a unified digital system. Built on the Salesforce platform, it combines CRM capabilities, workflow automation, and insurance-specific data management into a single environment that supports the entire lifecycle of employee benefits services—from prospecting and quoting to policy management and renewal. It replaces fragmented tools and manual processes with integrated workflows that streamline agency operations, eliminate duplicate data entry, and centralize information across teams. Benelinx includes an integrated quoting engine, a customizable market plan library, and an automated document generator that allows brokers to move from quote to proposal and finalized sale much faster than traditional manual processes. -
35
GreenWave
GreenWave
The only enterprise-grade commission's management system dedicated to the Insurance industry. With over 30 years of experience in technology and insurance, he has made it his personal mission and his company’s mission to liberate, inspire and encourage his clients’ growth through the application of innovative technology and exceptional service. We have spent the last 18 years studying commission processes working directly with CEOs, COOs, and commission teams of insurance agencies, BGAs and IMOs. During these years, we noticed that growth-focused agencies, like your own, always get caught in one of the traps surrounding the commission process. Any of these traps will cause a bottleneck, slow down and restrict your growth, and make you miss out on profitable opportunities. In 2000, he started a company called SPI Software Solutions (later renamed to GreenWave) providing software and consulting to banking, financial, insurance, manufacturing, and law enforcement organizations.Starting Price: $55 per month -
36
Vertafore AMS360
Vertafore
The foundational agency management system for your core business. As part of Vertafore’s best-in-class platform, AMS360 is an agency management system that provides the foundation for independent agencies to grow their businesses and boost their profitability. It helps streamline workflows, improve renewals and retention, and drive new business resulting in improved employee productivity and superior customer experience. Reduce time spent on finance and accounting with solutions designed to meet your needs. Automatic alerts help you stay on top of renewals and rate increases so you can increase your retention rate. Integrate the agency-carrier workflow with TransactNOW and free up time to focus on your customers. Access your Vertafore solutions with single sign-on, so you don't have to remember multiple logins. A robust library of APIs allows you to seamlessly integrate applications with AMS360®. -
37
Agentero
Agentero
Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape. Predictive pipeline converts existing data into actionable insights. You get a data-fueled pipeline that proactively surfaces cross-sells, up-sells, and other opportunities - at the right moments, so you know exactly how to use your time. Smart workflows let you work more efficiently. You get a powerful layer of client interaction tools to streamline communication, automate mundane tasks, and cut down on busy work.Starting Price: $99 per month -
38
AgencyZoom
Vertafore
Put your producers on a rocket ship with AgencyZoom's easy to use sales platform. Stand out from the rest, to keep customers coming back to your insurance agency. An amazing Dashboard that shows you who is hitting goals and who's holding you back. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Build an automated customer journey from prospecting, to renewals, and beyond. Know exactly what you and your insurance producers need to do to succeed today, this month, and this year. Month after month you'll build up your insurance agency's Google Reviews automatically. Build an automated customer journey from prospecting, to renewals, and beyond. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Our lead manager makes it easy for agents to follow their valuable leads down the pipeline, with smart tools that help nourish the right leads today.Starting Price: $79 per month -
39
AGENCYMATE
AGENCYMATE
AGENCYMATE is like a best mate, our platform supports Agents across all aspects of their business, we like to think of ourselves as an extension of your agency, your very own virtual AGENCYMATE. AGENCYMATE is a powerful fully integrated and automated agency management solution that helps Agents provide full customer lifecycle lead-to-sale-to-service excellence every. single. day. With so many agencies and insurance products in the market, it is important to find a platform that helps you maintain a competitive advantage and win customers! With AGENCYMATE your agency can be operational in minutes with intuitive easy guides to get you working on leads straight away! Amaze your leads with fast personalized responses and provide your team an easy lead nurture process to make sure you don’t miss a sale! Don’t just manage, thrive with confidence with AGENCYMATE, the only all-inclusive mobile agency platform designed by agents, for agents. -
40
Agency Advantage
Agency Advantage
You are in business to build a successful insurance agency. The problem is efficiently serving and retaining customers while acquiring new ones. Let us show you how to boost your agency's sales, renewals, and profit. If you don't succeed then we don't succeed. We care about your business because that's how it should be. Every agency is different. Our training staff goes beyond covering the basics to help maximize the benefit of Agency Advantage in your workflows. We don't make phones, laptops, or printers, but we have to deal with them too. Our fast friendly support team can assist you with all your Agency Advantage technical questions. -
41
Applied Epic
Applied Systems
The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your agency on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies. Give employees a simple, intuitive user experience. In just a few clicks, they can view account and policy details, complete a quote, file a claim, and remarket a renewal. -
42
HawkSoft
HawkSoft
Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view. -
43
Agency Access Pro
Agency Access Pro
This program is now available to Independent Agencies and Brokers, providing powerful and effective features and solutions, all at a very affordable price. Originally designed for our own agency. At the time, we couldn't find anything that fit our needs while also being affordable. So with the help of a good IT friend, we sat down and worked on what we wanted in a management system. He quickly gave us something that worked, and we haven't left it alone since! As the agency grew, so did our needs. We changed from a single desktop user to a networked system, allowing everyone in the agency to quickly work more efficiently. We added other lines, other carriers, other products, that needed more prospecting abilities, more detailed reporting. And the list just kept on growing! Daily or weekly suspense reporting, easy mail merging, prospecting by X-Dates or carrier, automatic renewal notifications, sub-producer reporting.Starting Price: $595 one-time payment -
44
A1 Tracker
A1 Enterprise
A1 Tracker is presented by the vendor as a robust & configurable risk management software offering either stand-alone or fully-integrated risk management software covering many business segments across an organization. Claims & Incident Management Claims & incident reporting for claims of any type: injuries, medical, commercial, customer, insurance, work comp, asset, auto, liability. Risk Management & Threat Assessment: Risk register for tracking risks at any level in an organization, including by entity, project, asset, contract, vendor, division, business, unit, region, and more. Real-time risk reports & heat maps, dashboard metrics, alerts, & notifications. Contract Management: Contract module for tracking contracts of any type with vendors, employees, customers, and any other parties. Insurance Policies & Certificates: Policies & certificates of insurance tracking with reminders & renewals. For agencies & carriers policy management includes tracking clients.Starting Price: $800/month -
45
BrokerEdge
Damco Solutions
BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to automate and simplify day-to-day workflows like customer database maintenance, lead tracking, policy updating, and more. Apart from modules for automated marketing, lead management, commission tracking, and policy administration, the leading insurance broker software also boasts a cutting-edge customer service portal and mobile application to offer unmatched scalability and flexibility. The capabilities offered by BrokerEdge will not just drive the bottom line but also remove bottlenecks and ensure seamless workflows. -
46
mPACS
Mandon Software
mPACS by Mandon Software is a specialist insurance software solution purpose-built for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. Robust, feature-rich, and flexible, mPACS provides a complete solution for managing quotations, policies, and claims. Available on-premises or in the cloud, mPACS offers a rich set of features for documenting, rating, quoting, renewing, claiming, marketing, interfacing, auditing, and more. -
47
AgencyHR
Vertafore
AgencyHR takes the pain out of managing your team so you can focus on growing your business. 72% of agency owners wish they had better records when terminating an employee. With AgencyHR you won’t be one of them. Broadcast agency messages to your team and receive a confirmation when they've been viewed. Keep meticulous employee records - without trying. All employee data automatically stored in one easily accessible location.Starting Price: $11 per month -
48
NOBL
Paulmar Group
NOBL is a new generation of agency management system that, unlike other systems, has its focus on the management of insurance trust account daily operations and premium financial solvency. NOBL leverages the benefits of new trust ledger accounting and unique trust account outsourcing technology. NOBL offers P&C insurance agencies maximum workflow optimization and an unprecedented increase in operating efficiency. NOBL services are similar to the payroll service, agencies provide source documents; Paulmar, the outsourcing partner, manages premiums and returns premiums from the time they are transacted until they are fully disbursed to legal owners. Implemented with new accounts and renewals; no disruption to the agency’s ongoing business will occur. This unique technology is ready. NOBL will significantly enhance performance to render P&C independent agencies more productive and significantly more efficient. -
49
eVo
Evolution Agency Management
Evolution is designed by agents, for agents, and is available at a much lower cost. No matter which products your customers need, you need a revolutionary agency management system that can help you run your entire business. You’ll get a powerful client app with quoting, claims and payment options, so your clients can access their policies whenever and wherever they want to. eVo is a comprehensive and affordable agency management system offering many innovative features. If you’re ready to step up your management with eVo, or would like more information, contact us. You continue to remain our top priority in these unprecedented circumstances, and we are here to answer any of your questions. Please do not hesitate to contact us with any concerns you may have. Secured hierarchical Structure. DocuSign Integration. Microsoft Outlook Integration. Client-facing Mobile App. In-Platform Texting Capability.Starting Price: $200 per month -
50
QQCatalyst
Vertafore
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. Identify new business, round out your current accounts, and strategically manage prospect sales cycles. Built-in tools for creating campaigns to better service your existing customers, cross-sell, or acquire new customers. Track your employees’ activity within the system, allowing you to recognize leaders and get insight on how to improve productivity. Let QQCatalyst focus on customer relationships and business management so you can focus on growth. Easy-to-use marketing automation tools. Existing customer service email campaigns. Cross-selling email campaigns. New customer acquisition email campaigns.Starting Price: $129.00/month
