Insurance Agency Management System
Insurance agency management systems / software supports the daily operations of insurance agencies with features like back-office automation and customer relationship management. +Show More
| Products | Position | Customer satisfaction | |||
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Applied Epic |
Leader
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Satisfactory
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Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a single view of the customer with automated capabilities for each stakeholder in your agency while also supporting integrations and making acquisitions easy using its open and scalable architecture. Applied Epic Helps Your Business Grow: Embrace technology with an open and flexible platform. Applied Epic® makes bringing on acquired agencies easy and delivers reliable integrations between Applied and third-party applications to guarantee productivity and profitability as your business needs change. Give your P&C and Benefits brokers a single place to operate. All roles, locations, and lines of business – both P&C and Benefits – can be managed in Applied Epic while giving flexibility for staff to operate with other applications that exchange data directly with Applied Epic. Empower your team to work from anywhere in a system they'll love. In just a few clicks, agency staff can view account and policy details, complete a quote, file a claim, and remarket a renewal, all while on the go. Work better with your insurer partners. Connect with insurer partners from your daily workflow to save time servicing customers. Without leaving your core system, you can find the best products quickly and easily and exchange policy details with both Personal and Commercial Lines rating capabilities. Meet your customers wherever they are. With the ability to seamlessly integrate with your online client portal and mobile app, you can help customers help themselves through 24/7 access to the policy information in your management system. Streamline your payments processes. Give your clients a superior payment experience with the insurance industry’s most versatile digital payments platform.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's social media followers
5k-10k followers
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AgencyBloc |
Leader
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Satisfactory
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Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Number of case studies
30-40 case studies
Company's social media followers
1k-2k followers
# of funding rounds
2
Latest funding date
October 7, 2021
Company
Type of company
private
Founding year
2008
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AMS360 |
Leader
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Satisfactory
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As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More than 20,000 agencies, 1,000 carriers and 23 state governments rely on Vertafore solutions to provide end-to-end connectivity, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers. AMS360 enables independent agencies to focus on the heart of their business: their clients. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, enabling users to grow their book of business and dedicate more time to customers and prospects. Functionality includes: guided workflows; customizable dashboard; robust reporting; automated document routing; Proposal Builder; Client Communications; finance and accounting; agency-carrier workflows, and more all on a web-based platform.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
2k-3k employees
Company's social media followers
40k-50k followers
Total funding
$50-100m
# of funding rounds
4
Latest funding date
November 21, 2003
Last funding amount
$10-50m
Company
Type of company
private
Founding year
1998
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Jenesis |
Leader
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Satisfactory
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Jenesis is an insurance agency management system based out of North Carolina. Jenesis was founded in 1999 by Eddie Price who at the time had an insurance agency of his own and needed a management system. So, he built one. Fortunately, Jenesis now has agencies that use the system all throughout the US. Key features of Jenesis include being a Web-based agency management system equipped with an Acord Library, 2-way email and text, automated marketing campaigns, accounting functionality, VoIP RingCentral integration, and more. Jenesis allows the user to manage their agency while bringing in new business as well as retaining current clients.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
20-30 employees
Company's social media followers
400-1k followers
Company
Type of company
private
Founding year
1999
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HawkSoft |
Leader
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Satisfactory
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Since 1995, HawkSoft is a leader in agency management systems for commercial and personal lines agencies that want effective workflows and a delightful experience for staff and policyholders. We take pride in being independently owned and answerable to only two stakeholders – customers and employees. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies with the tools and technologies you need to succeed in the ultra-competitive modern insurance industry. Turn your agency into an insurtech powerhouse with our strategic software and API Partner integrations.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
100-200 employees
Company's social media followers
2k-3k followers
Company
Type of company
private
Founding year
1995
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NowCerts |
Challenger
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Satisfactory
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Main characteristics of NowCerts: -At NowCerts, we understand the importance of flexibility in the digital age. That's why we're proud to offer AMS software that is not only browser-based for easy access but also Mac-compatible for seamless integration into your existing tech ecosystem; - A powerful cloud-based Agency Management System (AMS) to grow your insurance agency; - A wide range of features to help manage all aspects of an insurance agency's work (sending certificates, carrier downloads, Accord forms) Partnerships with leading companies for seamless communication and data transfer (Automate365, Accord, InsuredMine, Gravity Certs, ePayPolicy, Aureus Analytics) ; - A robust knowledge base and support team to help with any problems or quest.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
5-10 employees
Company's social media followers
400-1k followers
Company
Type of company
private
Founding year
2008
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The Agency Advantage |
Challenger
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Satisfactory
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Agency management software with all of the features and tools agents want and expect.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
20-30 employees
Company's social media followers
400-1k followers
Company
Type of company
private
Founding year
1999
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NextAgency for Health & Life Insurance |
Challenger
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Satisfactory
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NextAgency is a modern agency management system featuring CRM, marketing and commission tools. Designed for agencies selling benefits, senior and life policies, our software is easy to customize for your agency. In fact our customization tools are one of the reasons we're rated so highly on G2.com. NextAgency users save time, money, and clients. No wonder, given that our powerful and flexible insurance agency software helps you: - grow sales and deliver strong client service with powerful CRM tools - focus your team and increase their efficiency with shared notes and tasks - gain insights into your insurance business with reports and dashboard - sync your insurance agency's emails with NextAgency - auto-route these emails directly client and prospect records - keep the promises your agency makes with personalized to-do lists - sync your agency's calendar with NextMail - get what you've earned with optional commission management - integrate NextAgency with Ease, the leading benefit management platform - share data with thousands of other tools through Zapier - send newsletters and emails through our email campaign tool - generate commission disclosure forms - manage Medicare-required call recordings Other agency management systems lock you into long-term contracts. They may bill monthly, but oblige you to pay for the entire term. We believe you will stay with NextAgency because you want to. So our monthly license is truly month-to-month. We also understand that your insurance agency data is your data. With NextAgency, you own it. We do not market to your prospects and clients. Whether your insurance agency is large or small. Whether you focus on health, Medicare or life policies. NextAgency can help you save time, money, and clients. Schedule a private demonstration or join us at one of our weekly, group webinars to see how our agency management software can take your agency to the next level. Please visit NextAgency.com and click on the GET DEMO button.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
1-5 employees
Company's social media followers
50-100 followers
Company
Type of company
private
Founding year
2000
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ACAExpress |
Challenger
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Satisfactory
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ACAExpress.com provides insurance agents the power to stay ahead in an ever-changing industry.
Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
Market presence
Company's number of employees
10-20 employees
Company's social media followers
1k-2k followers
Company
Type of company
private
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AgencySmart, LLC |
Challenger
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Satisfactory
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AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable.
CONTACT OR SCHEDULE A DEMONSTRATION HERE --> https://agencysmart.com/schedule-a-demonstration/ Basis for EvaluationWe made these evaluations based on the following parameters; Customer satisfaction
Average rating
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“-”: AIMultiple team has not yet verified that vendor provides the specified feature. AIMultiple team focuses on feature verification for top 10 vendors.
Sources
AIMultiple uses these data sources for ranking solutions and awarding badges in insurance agency management systems:
Insurance Agency Management Leaders
According to the weighted combination of 4 metrics
What are insurance agency management
customer satisfaction leaders?
Taking into account the latest metrics outlined below, these are the current insurance agency management customer satisfaction leaders:
Which insurance agency management solution provides the most customer satisfaction?
AIMultiple uses product and service reviews from multiple review platforms in determining customer satisfaction.
While deciding a product's level of customer satisfaction, AIMultiple takes into account its number of reviews, how reviewers rate it and the recency of reviews.
- Number of reviews is important because it is easier to get a small number of high ratings than a high number of them.
- Recency is important as products are always evolving.
- Reviews older than 5 years are not taken into consideration
- older than 12 months have reduced impact in average ratings in line with their date of publishing.
What are insurance agency management
market leaders?
Taking into account the latest metrics outlined below, these are the current insurance agency management market leaders:
Which one has collected the most reviews?
AIMultiple uses multiple datapoints in identifying market leaders:
- Product line revenue (when available)
- Number of reviews
- Number of case studies
- Number and experience of employees
- Social media presence and engagement
What are the most mature insurance agency management systems?
Which one has the most employees?
Which insurance agency management companies have the most employees?
31 employees work for a typical company in this solution category which is 8 more than the number of employees for a typical company in the average solution category.
In most cases, companies need at least 10 employees to serve other businesses with a proven tech product or service. 59 companies with >10 employees are offering insurance agency management systems. Top 3 products are developed by companies with a total of 200k employees. The largest company in this domain is SAP with more than 100,000 employees. SAP provides the insurance agency management solution: CallidusCloud - Producer Pro
Insights
What are the most common words describing insurance agency management systems?
This data is collected from customer reviews for all insurance agency management companies. The most positive word describing insurance agency management systems is “Easy to use” that is used in 12% of the reviews. The most negative one is “Difficult” with which is used in 4% of all the insurance agency management reviews.
What is the average customer size?
According to customer reviews, most common company size for insurance agency management customers is 1-50 Employees. Customers with 1-50 Employees make up 65% of insurance agency management customers. For an average Insurtech solution, customers with 1-50 Employees make up 41% of total customers.
Customer Evaluation
These scores are the average scores collected from customer reviews for all insurance agency management systems. Insurance Agency Management Systems are most positively evaluated in terms of "Customer Service" but falls behind in "Likelihood to Recommend".
Where are insurance agency management vendors' HQs located?
Trends
What is the level of interest in insurance agency management systems?
This category was searched on average for 173 times per month on search engines in 2024. This number has decreased to 0 in 2025. If we compare with other insurtech solutions, a typical solution was searched 133 times in 2024 and this decreased to 0 in 2025.