Quick Overview
- 1#1: Applied Epic - Comprehensive property and casualty insurance agency management system for policy administration, billing, claims, and reporting.
- 2#2: EZLynx - Integrated agency management platform with comparative rating, quoting, and client servicing for insurance brokers.
- 3#3: AgencyBloc - CRM and agency management software tailored for life, health, and Medicare insurance agencies with commission tracking.
- 4#4: HawkSoft - Powerful agency management system for independent insurance agents handling ACORD forms and downloads.
- 5#5: AMS360 - Full-featured agency management solution automating workflows for commercial and personal lines insurance.
- 6#6: Jenesis Software - User-friendly, affordable management software for small to mid-sized independent insurance agencies.
- 7#7: NowCerts - Cloud-based policy management and issuance platform streamlining operations for insurance professionals.
- 8#8: Shape Software - Automation platform for insurance agencies with texting, websites, quoting, and enrollment tools.
- 9#9: InsuredMine - Modern CRM and agency management system enhancing client retention and sales for independent agents.
- 10#10: BrokerCMS - Cloud-based content and agency management system designed for insurance brokers' websites and operations.
These tools were selected based on a balanced assessment of feature depth, user experience, reliability, and value, ensuring relevance for agencies of varying sizes and focus areas, from digital engagement to administrative workflow.
Comparison Table
Choosing the right broker management software is critical, and this comparison table simplifies the process by analyzing top tools like Applied Epic, EZLynx, AgencyBloc, HawkSoft, AMS360, and more. Readers will learn key features, operational strengths, and how each solution aligns with modern broker needs, helping streamline selection without overwhelm.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Applied Epic Comprehensive property and casualty insurance agency management system for policy administration, billing, claims, and reporting. | enterprise | 9.2/10 | 9.6/10 | 7.8/10 | 8.4/10 |
| 2 | EZLynx Integrated agency management platform with comparative rating, quoting, and client servicing for insurance brokers. | enterprise | 9.1/10 | 9.4/10 | 8.7/10 | 8.9/10 |
| 3 | AgencyBloc CRM and agency management software tailored for life, health, and Medicare insurance agencies with commission tracking. | specialized | 8.7/10 | 9.2/10 | 8.1/10 | 8.3/10 |
| 4 | HawkSoft Powerful agency management system for independent insurance agents handling ACORD forms and downloads. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 8.5/10 |
| 5 | AMS360 Full-featured agency management solution automating workflows for commercial and personal lines insurance. | enterprise | 8.2/10 | 9.1/10 | 6.8/10 | 7.6/10 |
| 6 | Jenesis Software User-friendly, affordable management software for small to mid-sized independent insurance agencies. | specialized | 8.1/10 | 7.8/10 | 8.7/10 | 8.9/10 |
| 7 | NowCerts Cloud-based policy management and issuance platform streamlining operations for insurance professionals. | specialized | 8.2/10 | 8.5/10 | 8.7/10 | 8.4/10 |
| 8 | Shape Software Automation platform for insurance agencies with texting, websites, quoting, and enrollment tools. | specialized | 8.2/10 | 8.5/10 | 9.0/10 | 7.8/10 |
| 9 | InsuredMine Modern CRM and agency management system enhancing client retention and sales for independent agents. | specialized | 8.2/10 | 8.1/10 | 8.7/10 | 8.4/10 |
| 10 | BrokerCMS Cloud-based content and agency management system designed for insurance brokers' websites and operations. | specialized | 6.7/10 | 6.2/10 | 7.8/10 | 7.1/10 |
Comprehensive property and casualty insurance agency management system for policy administration, billing, claims, and reporting.
Integrated agency management platform with comparative rating, quoting, and client servicing for insurance brokers.
CRM and agency management software tailored for life, health, and Medicare insurance agencies with commission tracking.
Powerful agency management system for independent insurance agents handling ACORD forms and downloads.
Full-featured agency management solution automating workflows for commercial and personal lines insurance.
User-friendly, affordable management software for small to mid-sized independent insurance agencies.
Cloud-based policy management and issuance platform streamlining operations for insurance professionals.
Automation platform for insurance agencies with texting, websites, quoting, and enrollment tools.
Modern CRM and agency management system enhancing client retention and sales for independent agents.
Cloud-based content and agency management system designed for insurance brokers' websites and operations.
Applied Epic
enterpriseComprehensive property and casualty insurance agency management system for policy administration, billing, claims, and reporting.
Epic Integrations marketplace with 500+ direct carrier and vendor connections for automated workflows
Applied Epic is a comprehensive cloud-based agency management system (AMS) from Applied Systems, designed specifically for insurance brokers to manage the entire client lifecycle. It handles policy administration, quoting, billing, claims tracking, accounting, and HR functions in one platform, with deep integrations to over 500 carriers and vendors. The system supports scalability for agencies of all sizes through mobile apps, client portals, and advanced analytics for data-driven decisions.
Pros
- Extensive integrations with 500+ carriers for seamless data exchange
- All-in-one platform covering policy management, accounting, and reporting
- Robust scalability and customization for enterprise-level brokerages
Cons
- Steep learning curve and complex interface for new users
- High implementation costs and lengthy onboarding process
- Premium pricing may not suit small agencies
Best For
Mid-to-large insurance brokerages needing a scalable, feature-rich platform for complex operations and carrier connectivity.
Pricing
Custom enterprise pricing; typically $100-$300 per user/month plus setup fees, with annual contracts starting in the tens of thousands.
EZLynx
enterpriseIntegrated agency management platform with comparative rating, quoting, and client servicing for insurance brokers.
Integrated Comparative Rater delivering real-time, side-by-side quotes from hundreds of carriers across multiple lines of business
EZLynx is a robust broker management software platform tailored for insurance agencies, providing an all-in-one solution for comparative rating, agency management, client servicing, and automation. It streamlines quoting across hundreds of carriers, manages policies and renewals, and offers tools for CRM, reporting, and compliance. The system integrates seamlessly with various insurtech tools, helping brokers enhance productivity and client retention.
Pros
- Powerful comparative rater with 300+ carrier integrations for instant multi-line quotes
- Comprehensive workflow automation and customizable reporting
- Strong client portal and ACORD form generation capabilities
Cons
- Steep learning curve for new users due to extensive features
- Pricing is quote-based and can be costly for small agencies
- Mobile app lacks full desktop functionality
Best For
Mid-sized independent insurance brokerages needing advanced quoting and integrated agency management.
Pricing
Custom quote-based pricing; typically $75-$200 per user/month depending on modules, agency size, and carrier access.
AgencyBloc
specializedCRM and agency management software tailored for life, health, and Medicare insurance agencies with commission tracking.
Integrated Enrollment Center with CMS-compliant workflows and multi-carrier e-apps
AgencyBloc is a specialized CRM and management platform tailored for insurance agencies and brokers, particularly those focused on Medicare, life, and senior health insurance. It provides tools for client relationship management, multi-carrier quoting, automated enrollments, compliance tracking, and agent performance analytics. The software helps streamline operations, ensure regulatory adherence like CMS standards, and drive agency growth through integrated marketing and reporting features.
Pros
- Deep specialization in insurance broker needs, especially Medicare compliance and enrollments
- Seamless integrations with major carriers for real-time quoting and e-applications
- Robust reporting and analytics for agency performance and client retention
Cons
- Interface can feel dated compared to more modern CRMs
- Pricing is on the higher end, especially for smaller agencies
- Limited flexibility for non-insurance broker use cases
Best For
Mid-sized insurance agencies and brokers specializing in Medicare and senior markets who prioritize compliance and carrier integrations.
Pricing
Starts at $150/user/month for Essentials plan; scales to $250+/user/month for Pro and custom Enterprise tiers.
HawkSoft
enterprisePowerful agency management system for independent insurance agents handling ACORD forms and downloads.
Download Center with automated interfaces to over 300 carriers for real-time policy data exchange
HawkSoft is a robust agency management system tailored for independent insurance brokers, offering comprehensive tools for policy administration, client relationship management, billing, claims processing, and accounting integration. It supports both on-premise and cloud-hosted deployments, with extensive automation for carrier downloads and reporting. Designed to streamline workflows for growing agencies, it emphasizes customization and data security.
Pros
- Extensive carrier interfaces (over 300) for seamless policy downloads and endorsements
- Highly customizable workflows and reporting tailored to agency needs
- Strong customer support with dedicated account managers and training resources
Cons
- Steep learning curve due to feature depth and legacy interface elements
- Pricing can be higher for smaller agencies compared to entry-level competitors
- Mobile app functionality is limited compared to newer cloud-native solutions
Best For
Mid-sized independent insurance agencies seeking powerful, customizable management with deep carrier integrations.
Pricing
Quote-based pricing starting around $150-$250 per user per month, depending on modules, users, and deployment type (cloud or on-premise).
AMS360
enterpriseFull-featured agency management solution automating workflows for commercial and personal lines insurance.
Automated real-time policy downloads and comparative rater from over 300 insurance carriers
AMS360 by Vertafore is a robust agency management system tailored for insurance brokers, offering end-to-end tools for policy administration, client management, accounting, and commissions tracking. It excels in automating workflows like policy downloads from hundreds of carriers and generating detailed reports for compliance and business insights. Designed for scalability, it supports both independent brokers and larger agencies in managing their book of business efficiently.
Pros
- Comprehensive feature set including automated policy downloads from 300+ carriers
- Strong integrations with accounting and carrier systems for seamless workflows
- Scalable for mid-to-large brokerages with reliable uptime and support
Cons
- Outdated interface that feels clunky compared to modern cloud-native alternatives
- Steep learning curve requiring significant training for full utilization
- Premium pricing that may not suit smaller agencies
Best For
Mid-sized to large insurance brokerages needing a feature-rich, carrier-integrated platform for complex operations.
Pricing
Custom quotes starting at around $150-$300 per user/month, depending on modules, users, and contract length; often requires annual commitments.
Jenesis Software
specializedUser-friendly, affordable management software for small to mid-sized independent insurance agencies.
Automated Download Manager that pulls policies and endorsements directly from over 100 carriers, saving hours on manual data entry
Jenesis Software is a cloud-based agency management system tailored for independent insurance brokers and agencies, providing tools for client relationship management, policy tracking, commission processing, and automated downloads from carriers. It centralizes operations with features like customizable reporting, task management, and mobile access to enhance productivity. Ideal for streamlining daily workflows, it supports growth without the complexity of enterprise-level systems.
Pros
- Intuitive interface with quick setup and minimal training required
- Robust reporting and commission tracking tools
- Excellent customer support and frequent updates
Cons
- Limited advanced automation and AI features compared to top competitors
- Fewer third-party integrations than larger platforms
- Customization options can feel basic for complex agencies
Best For
Small to mid-sized insurance brokerages seeking an affordable, user-friendly system to manage core operations without overwhelming complexity.
Pricing
Subscription plans start at $99/user/month for basic features, scaling to $199+/user/month for advanced tiers with unlimited users and premium support.
NowCerts
specializedCloud-based policy management and issuance platform streamlining operations for insurance professionals.
Automated, real-time COI request portal with instant ACORD form generation and carrier-direct evidence of insurance delivery
NowCerts is a cloud-based insurance agency management platform specializing in certificates of insurance (COI) management for brokers. It automates COI issuance, tracking, renewals, and compliance using ACORD forms, while also providing tools for client CRM, policy management, invoicing, and online payments. The software integrates with carriers and accounting systems like QuickBooks, streamlining workflows for insurance agencies.
Pros
- Superior automation for COI creation and management
- Intuitive, mobile-friendly interface with quick setup
- Strong integrations with carriers and payment processors
Cons
- Limited advanced analytics and custom reporting options
- Fewer third-party integrations compared to enterprise competitors
- Core focus on COIs may feel narrow for full-line brokers
Best For
Insurance brokers and agencies handling high volumes of certificates of insurance who need efficient automation without complex enterprise features.
Pricing
Starts at $99/month for basic plans (up to 5 users), scales to $299+/month for advanced features; custom enterprise pricing available.
Shape Software
specializedAutomation platform for insurance agencies with texting, websites, quoting, and enrollment tools.
Atomic multi-carrier quoting engine for instant side-by-side comparisons without leaving the platform
Shape Software is a CRM platform designed specifically for insurance brokers and agencies, focusing on streamlining client management, sales pipelines, and quoting processes. It integrates with over 300 carriers for real-time, side-by-side quoting, automates workflows, and provides tools for task management, reporting, and compliance. The mobile app enhances accessibility, making it suitable for brokers handling personal and commercial lines.
Pros
- Seamless integrations with 300+ carriers for fast quoting
- Intuitive interface with minimal learning curve
- Robust automation for workflows and task management
Cons
- Higher pricing may not suit very small agencies
- Reporting features lack depth for advanced analytics
- Limited customization options for unique broker needs
Best For
Mid-sized insurance brokerages seeking an user-friendly CRM with strong carrier quoting integrations.
Pricing
Custom pricing starting at around $99/user/month for basic plans, scaling to $199+/user/month for enterprise features.
InsuredMine
specializedModern CRM and agency management system enhancing client retention and sales for independent agents.
AI-powered Smart Automations that proactively manage renewals, tasks, and client communications
InsuredMine is a cloud-based agency management software designed specifically for insurance brokers and agencies to manage client relationships, policies, tasks, and commissions efficiently. It offers tools for quoting, renewals, automated workflows, and reporting, with a focus on streamlining daily operations. The platform includes a mobile app and carrier integrations to support on-the-go access and data synchronization.
Pros
- User-friendly interface with quick setup
- Robust automation for tasks and renewals
- Strong mobile app for field agents
Cons
- Limited advanced reporting and analytics
- Fewer carrier integrations than top competitors
- Scalability challenges for very large agencies
Best For
Small to mid-sized insurance brokerages seeking an intuitive, affordable solution for daily management and automation.
Pricing
Starts at $49/user/month (Starter), $79/user/month (Pro), $99+/user/month (Enterprise), with custom quotes available.
BrokerCMS
specializedCloud-based content and agency management system designed for insurance brokers' websites and operations.
Integrated real-time quoting engine embedded directly into customizable broker websites
BrokerCMS is a content management system tailored for insurance brokers, enabling the creation of professional websites with integrated quoting tools, policy management, and client portals. It focuses on streamlining online presence, lead generation, and basic broker operations like quote tracking and document storage. While not a full CRM, it provides essential web-based tools for small brokerages to manage client interactions digitally.
Pros
- User-friendly drag-and-drop website builder
- Built-in quoting engine for quick client proposals
- Affordable entry-level pricing with no setup fees
Cons
- Limited advanced CRM features like commission tracking
- Few integrations with major carriers or accounting software
- Basic reporting lacks depth for larger operations
Best For
Small independent insurance brokers seeking an all-in-one website and simple quoting solution without complex IT needs.
Pricing
Starts at $99/month for basic (1 user, core CMS), $199/month for pro (multi-user, advanced quoting), custom enterprise plans available.
Conclusion
Evaluating the top 10 broker management software reveals a range of specialized solutions, with Applied Epic emerging as the clear top choice, celebrated for its comprehensive property and casualty focus. EZLynx shines with integrated quoting and client servicing, while AgencyBloc excels in life, health, and Medicare management, making them strong alternatives for different operational needs.
To optimize your agency workflow, start with the top-ranked tool—explore Applied Epic to unlock its full capabilities and elevate your brokerage performance.
Tools Reviewed
All tools were independently evaluated for this comparison