Insurance Agency Management System
An insurance agency management system provides the capabilities of CRM software and marketing automation software to help insurance agents develop relationships with customers and potential customers. Insurance Agency Management software
- stores customer information, such as policy documents, notes, and statements
- provides reporting tools for sales performance
- offers features that automate workflows.
Compare Insurance Agency Management Systems
Results: 132
AIMultiple is data driven. Evaluate 132 products based on comprehensive, transparent and objective
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AgencyBloc for Health & Life Insurance Free trial available

Applied Epic
AMS360

Surefyre
Modernize your carrier or MGA business to sell more insurance and do it faster than ever.
QQCatalyst

HawkSoft

Applied TAM

Jenesis

NextAgency for Health & Life Insurance Free trial available

EZLynx Agency Management
Market Presence Metrics
Popularity
Searches with brand name
These are the number of queries on search engines which include the brand name of the product. Compared to other product based solutions, Insurance Agency Management System is less concentrated in terms of top 3 companies' share of search queries. Top 3 companies receive 54%, 17% less than the average of search queries in this area.
Web Traffic
Insurance Agency Management System is a less concentrated than average solution category in terms of web traffic. Top 3 companies receive 65% (8% less than average solution category) of the online visitors on insurance agency management system company websites.
Satisfaction
Insurance Agency Management System is less concentrated than the average in terms of user reviews. Top 3 companies receive 51% (this is 8% for the average solution category) of the reviews in the market. Product satisfaction tends to be higher for more popular insurance agency management system products. Average rating for top 3 products is 4.9 vs 4.0 for average insurance agency management system product review.
Maturity
Number of Employees
29 employees work for a typical company in this category which is 23
less 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. 37 companies (10
less than average solution category) with >10 employees are offering insurance agency management system. Top 3 products are
developed by companies with a total of 1-5k employees.
However,
1
of these top 3 companies have multiple products so only a portion of this workforce is actually working on these top 3 products.
Insights
Top Words Describing Insurance Agency Management Systems
This data is collected from customer reviews for all insurance agency management systems companies. The most positive word describing insurance agency management systems is "easy to use" that is used in 20% of the reviews. The most negative one is steep learning curve with being used in 0% of all insurance agency management systems the reviews.
Customer Evaluation
These scores are the average scores collected from customer reviews for all Insurance Agency Management Systems companies. Compared to median scores of all solution categories, Insurance Agency Management Systems comes forward with Ease of Use but falls behind in Value for Money.
Customers by
Industry
According to customer reviews, top 3 industries using Insurance Agency Management Systems solutions are Insurance, Financial Services and Information Technology and Services. Top 3 industries consitute 94% of all customers. Top 3 industries that use any solution categories are Computer Software, Information Technology and Services and Marketing and Advertising.
Company Size
According to customer reviews, most common company size is 1-10 employees with a share of 33%. The median share this company size is 20%. The most common company size that uses any solution category is employees.
Vendors by
HQ
Trend Analysis
Interest in Insurance Agency Management Systems
This category was searched for 590 times on search engines in the last year. This has increased to 720 today. If we compare with other product-based solutions, a typical solution was searched 4849 times in the last year and this increased to 6276 today.