Insurance Agency Management Software List (March 2025)

Manage your insurance agency with Agency Matrix, feature document management, personal and commercial downloads, accounting features, and more.

Insurance agency management software for employee benefits brokers. Grow your bottom line and bring sanity to your agency with BrokerageBuilder.

AMS360 (Agency Management System), a best-in-class platform that helps independent agencies, Brokers, MGAs, and MGUs to grow their businesses and boost their profitability.​ Agencies- Carriers Workflows, Automates Insurance Management and Productivity

BenefitPoint was created specifically to support agencies and brokers with a large benefits business. Advanced CRM tools help identify new opportunities and up customer service game. Offer more competitive packages and become a trusted advisor. Matches estimated revenue with actual receivables to help recover anything missing.

QQCatalyst, an Agency Management System that provides operational, marketing, and sales pipeline management tools. Insurance Agencies CRM, Insurance Marketing Management, Insurance Agents/Brokers Sales Management, Book of Business.

AgentOne® Salesforce Integration with iPipeline Agent Tools Key Benefits Increases delivery speed and reinforces adoption of STP tools Provides superior insight into agent activity, sales progress and more Leverages data to identify new customer needs Key Features Integrated ProductFunctionality From field...

Agency management systems (AMS) from EZLynx® give you everything you need to run your agency. Get a free trial of insurance software today.

NowCerts.com is a software development company concentrating in the design and implementation of insurance-related solutions. Fully functional, affordable, user-friendly Insurance Agency Management System designed with the independent agent in mind.

Our applications are architected with open APIs, supported by low-code configuration tools, built with a commitment to keep our code separate from your IP

Vlocity Insurance & Financial Services apps give brokers, agents and carriers access to critical policy, plan and claims data on any device and across any channel. Learn more.

Through unique carrier partnerships, Bold Penguin can get instant access to the world’s largest commercial insurance carriers. User can also maximize the value of direct relationships. Either way, they can have quoting online on the same day.

The affordable, comprehensive, and easy-to-use system that delivers superior agency ROI and productivity.

Damco InsureEdge is a unified insurance software for policy and claims management and is used by insurers to streamline several business operations. The intelligent insurance software offers technology-backed functionalities that address different challenges pertaining to timely processing of claims, faster onboarding of customers or policyholders, renewing existing policies, and addressing customer queries efficiently. Designed for the global insurance market, InsureEdge is powered by technologically-enhanced functionalities to deliver a seamless and personalized experience to the customers by bringing all stakeholders to one platform.

HawkSoft is a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders.

Simple software for the complex business of insurance brokers, agents, MGAs and insurance companies. Make your insurance business digital with Insly.

Explore all of your options when choosing the correct agency management system for your agency.

BrokerEdge is an advanced insurance broker software that provides core automation and connectivity to brokers, allowing them to stay ahead of customer expectations, manage their commissions, and gain greater operational efficiency in an era of rapid tech developments. By breaking the reliance on excel sheets, BrokerEdge allows brokers to shift their business into a higher gear. This software provides the tools necessary to streamline processes, increase efficiency, and stay relevant in a continuously changing industry.

Pazcare is India's leading Employee Benefits & Health insurance platform. Give your team a enhanced benefits like never before - Mental wellness, Virtual doctor consultations, Regular health checkups, Dental treatments, Personalised fitness plans and more.

Layerup AI could be the best decision the customers business makes this year. This AI-powered assistant automates phone calls, giving busy professionals a much-needed break from admin work. As if by magic, Layerup AI works quickly and efficiently in the background. Its suite of features give the extra time to concentrate on the core of customers job. So won't need to learn a new app - Layerup AI is designed to get started quickly and easily. Its ability to handle incoming and outgoing calls effortlessly will bring a sigh of relief for many professionals. Plus, its state-of-the-art features allow to stay in touch with customers in a secure and privacy-focused environment. What's more, Layerup AI continually optimizes its performance, learning and responding to the preferences. With Layerup AI, busy professionals benefit from an AI assistant that takes the burden of admin work off their shoulders. From automated phone calls to data entries and more, Layerup has everything need to stay organized and productive. Get back valuable time in day with Layerup today!

Agents Ally empowers producers to continuously engage with their customers and prospects with relevant, timely marketing communication.