Best Insurance Agency Management Systemsinclude:
Applied Epic, AMS360, EZLynx Agency Management, AgencyBloc AMS+, BindHQ, Aspire Agency, Applied TAM, QQCatalyst, Applied Vision and Zywave Sales Cloud - Agency Management.
All Products
(1-25 of 171)
1
BindHQ
5 reviews
BindHQ’s agency operating system aims to enable technology-driven MGAs, MGUs & Wholesalers to bind more business and expand their revenue.
BindHQ’s cloud-based platform reduces total cost of ownership with no hardware or serve…
2
AgencyBloc AMS+
2 reviews
AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.
3
HawkSoft
0 reviews
HawkSoft offers their insurance agency management software on a contract free monthly basis, and describe it as a highly accessible on mobile devices and an efficient document management system, presenting these among other features.
4
riskine
0 reviews
5
InsureCert
0 reviews
6
AssurgooCRM
0 reviews
7
NextAgency for Health and Life Insurance
0 reviews
NextAgency is a software suite for insurance brokers with two components: NextBroker, a modern agency management system with CRM tools; and NextHR, a basic employee management system you can give your clients for free.
The vendor says NextBroker is a powerful yet easy-to-use agency management system with CRM tools for health and life agencies. Access a timeline with all your tasks for the day or week. Track prospects through your sales pipeline and clients through a service pipeline. Quickly access carrier, client and agency forms and files from anywhere at any time. Simplify your sales process and keep on top of commissions to make sure you get what you earn…
8
Complete Agency Solutions
0 reviews
9
AgentsFarm
0 reviews
10
RiskFree Impact
0 reviews
11
Wellnex
0 reviews
12
SIBRO
0 reviews
13
Apizeal
0 reviews
14
Brokercore
0 reviews
15
mPACS
0 reviews
16
VCA Software
0 reviews
17
Zinnia SmartOffice
2 reviews
Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.
18
Policy Pro
0 reviews
19
Commission Tracker
0 reviews
20
BluRoot
0 reviews
21
Broker Buddha
0 reviews
22
InsurancePlus Software Series
0 reviews
23
COREFIN Broker Solution
0 reviews
24
VSoft Insurance Broker
0 reviews
25
Gen4 Agency Management
0 reviews
Learn More About Insurance Agency Management Systems
What are Insurance Agency Management Systems?
Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.
Insurance Agency Management System Features
Insurance Agency Management Systems include the following identifiable features:
Customer Relationship Management
Marketing Automation
Data management and storage
Payment processing
Sales team support
Detailed reports and analytics
Business Process Management
Insurance Agency Management System Comparison
When comparing Insurance Agency Management Systems, consider the following factors:
Ease of Use: Customers will need to navigate the system when interacting with insurance agents and updating their policies.
Data Storage: Insurance Agency Management Systems are available through cloud-based or Software as a Service (SaaS) platforms.
Software Integrations: The number of available software integrations will affect the monthly/annual subscription fee.
Insurance Agency Management System Price
Insurance Agency Management System vendors charge either a monthly or annual subscription fee per user. The cost of an Insurance Agency Management System can range from $60/user/month to over $300/user/month, depending on the desired feature set. Contact vendors to get specific pricing information and request a demo.
- Financial Services CRM Systems
- Insurance Claims Management Software
- Insurance Suites Software
- Insurance Underwriting and Rating Software
- Insurance Policy Administration Systems
- InsurTech Software
Frequently Asked Questions
- What is an Insurance Agency Management System?
- What are the benefits of using an Insurance Agency Management System?
- What is the best Insurance Agency Management System?
- How much does an Insurance Agency Management System cost?
What is an Insurance Agency Management System?
Insurance Agency Management Systems automate the daily operations associated with managing insurance agencies. These systems offer customer relationship management (CRM) and data management features.
What are the benefits of using an Insurance Agency Management System?
Insurance Agency Management Systems are crucial for maintaining customer relationships. They also offer accounting features to track expenses and payments.
What is the best Insurance Agency Management System?
The Insurance Agency Management System with the most reviews on TrustRadius is BindHQ, which is a Software as a Service (SaaS) platform. Applied Epic and Zywave Sales Cloud- Agency Management also received positive reviews for usability.
How much does an Insurance Agency Management System cost?
Insurance Agency Management System vendors charge either a monthly or annual subscription fee per user. The cost of an Insurance Agency Management System can range from $60/user/month to over $300/user/month.
