Quick Overview
- 1#1: Applied Epic - Comprehensive enterprise-grade agency management system for insurance brokers handling policy administration, billing, claims, and client portals.
- 2#2: HawkSoft - Robust agency management software for independent insurance brokers with advanced reporting, automation, and integration capabilities.
- 3#3: EZLynx - Integrated cloud-based platform providing comparative rating, agency management, and client relationship tools for insurance brokers.
- 4#4: AgencyBloc - Specialized CRM and automation software for health and Medicare insurance brokers focusing on enrollment, renewals, and compliance.
- 5#5: Vertafore AMS360 - Established agency management system for insurance brokers supporting policy downloads, accounting, and multi-line operations.
- 6#6: NowCerts - Cloud-native insurance agency management software enabling ACORD forms, payments, and submissions for brokers.
- 7#7: Shape Software - Modern CRM and quoting platform for insurance brokers streamlining sales, service, and carrier integrations.
- 8#8: PL Rating - Commercial lines rating and forms automation tool designed for property and casualty insurance brokers.
- 9#9: BindHQ - Digital quoting and binding platform for small commercial insurance lines targeted at brokers.
- 10#10: Jenesis Software - Affordable on-premise or cloud agency management solution for small to mid-sized insurance brokers.
Tools were selected based on functionality, user-friendliness, reliability, and value, prioritizing solutions that excel in key areas such as automation, integrations, and support for diverse insurance lines.
Comparison Table
This comparison table explores top broker software tools, including Applied Epic, HawkSoft, EZLynx, AgencyBloc, Vertafore AMS360, and additional options, to guide brokers in evaluating fit for their operations. Readers will discover key features, usability aspects, and suitability for diverse brokerage needs, empowering informed choices to optimize workflows and client management.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Applied Epic Comprehensive enterprise-grade agency management system for insurance brokers handling policy administration, billing, claims, and client portals. | enterprise | 9.5/10 | 9.8/10 | 8.4/10 | 9.2/10 |
| 2 | HawkSoft Robust agency management software for independent insurance brokers with advanced reporting, automation, and integration capabilities. | enterprise | 9.2/10 | 9.4/10 | 8.7/10 | 9.0/10 |
| 3 | EZLynx Integrated cloud-based platform providing comparative rating, agency management, and client relationship tools for insurance brokers. | enterprise | 8.7/10 | 9.2/10 | 8.0/10 | 8.3/10 |
| 4 | AgencyBloc Specialized CRM and automation software for health and Medicare insurance brokers focusing on enrollment, renewals, and compliance. | specialized | 8.2/10 | 8.7/10 | 8.0/10 | 7.8/10 |
| 5 | Vertafore AMS360 Established agency management system for insurance brokers supporting policy downloads, accounting, and multi-line operations. | enterprise | 8.1/10 | 8.8/10 | 7.2/10 | 7.5/10 |
| 6 | NowCerts Cloud-native insurance agency management software enabling ACORD forms, payments, and submissions for brokers. | enterprise | 7.9/10 | 8.4/10 | 7.8/10 | 7.5/10 |
| 7 | Shape Software Modern CRM and quoting platform for insurance brokers streamlining sales, service, and carrier integrations. | specialized | 8.4/10 | 9.1/10 | 7.8/10 | 8.0/10 |
| 8 | PL Rating Commercial lines rating and forms automation tool designed for property and casualty insurance brokers. | specialized | 7.8/10 | 8.1/10 | 8.6/10 | 7.4/10 |
| 9 | BindHQ Digital quoting and binding platform for small commercial insurance lines targeted at brokers. | specialized | 7.9/10 | 8.2/10 | 7.6/10 | 7.8/10 |
| 10 | Jenesis Software Affordable on-premise or cloud agency management solution for small to mid-sized insurance brokers. | other | 7.6/10 | 7.2/10 | 8.1/10 | 8.0/10 |
Comprehensive enterprise-grade agency management system for insurance brokers handling policy administration, billing, claims, and client portals.
Robust agency management software for independent insurance brokers with advanced reporting, automation, and integration capabilities.
Integrated cloud-based platform providing comparative rating, agency management, and client relationship tools for insurance brokers.
Specialized CRM and automation software for health and Medicare insurance brokers focusing on enrollment, renewals, and compliance.
Established agency management system for insurance brokers supporting policy downloads, accounting, and multi-line operations.
Cloud-native insurance agency management software enabling ACORD forms, payments, and submissions for brokers.
Modern CRM and quoting platform for insurance brokers streamlining sales, service, and carrier integrations.
Commercial lines rating and forms automation tool designed for property and casualty insurance brokers.
Digital quoting and binding platform for small commercial insurance lines targeted at brokers.
Affordable on-premise or cloud agency management solution for small to mid-sized insurance brokers.
Applied Epic
enterpriseComprehensive enterprise-grade agency management system for insurance brokers handling policy administration, billing, claims, and client portals.
Download & Quote for real-time, automated policy downloads and comparative rating from hundreds of carriers
Applied Epic is a comprehensive, cloud-based agency management system (AMS) tailored for insurance brokers and agencies, enabling end-to-end management of client lifecycles from quoting and binding to servicing and renewals. It integrates CRM, policy administration, accounting, and reporting tools to streamline workflows and enhance productivity. With robust carrier connectivity and mobile access, it supports data-driven decision-making across distributed teams.
Pros
- Extensive feature set covering all brokerage needs
- Deep integrations with 500+ carriers via Download & Quote
- Scalable for enterprises with strong security and compliance
Cons
- Steep learning curve for new users
- High implementation and customization costs
- Occasional performance lags with large datasets
Best For
Mid-to-large insurance brokerages needing a scalable, all-in-one enterprise AMS with advanced automation.
Pricing
Custom enterprise pricing starting at $5,000+/month based on users, modules, and agency size; implementation fees apply.
HawkSoft
enterpriseRobust agency management software for independent insurance brokers with advanced reporting, automation, and integration capabilities.
Deep, direct integrations with over 300 carriers for real-time policy data exchange and automation
HawkSoft is a robust agency management system designed specifically for independent insurance brokers and agencies, offering comprehensive tools for policy management, client tracking, billing, claims processing, and workflow automation. It supports seamless data exchange with over 300 carriers through direct integrations, reducing manual entry and errors. The platform includes mobile access, advanced reporting, and customizable dashboards to enhance operational efficiency for brokerage firms.
Pros
- Extensive carrier integrations with over 300 insurers for automated downloads and uploads
- Powerful reporting and analytics tools for data-driven decisions
- Reliable customer support and regular updates
Cons
- Steeper learning curve due to its depth of features
- Primarily desktop-focused interface with some web limitations
- Custom quote-based pricing can be higher for smaller agencies
Best For
Mid-sized independent insurance brokerages needing scalable, carrier-integrated management software with strong automation.
Pricing
Quote-based pricing, typically $50-100 per user per month depending on modules, users, and hosting options.
EZLynx
enterpriseIntegrated cloud-based platform providing comparative rating, agency management, and client relationship tools for insurance brokers.
Real-time comparative rater that pulls and compares quotes from 300+ carriers simultaneously
EZLynx is a comprehensive cloud-based agency management system (AMS) tailored for insurance brokers, providing tools for multi-carrier quoting, policy management, client servicing, and agency workflows. Its standout comparative rater enables real-time quotes from over 300 carriers across personal and commercial lines. The platform also includes CRM features, automated renewals, endorsements, and a mobile app for on-the-go access, making it a robust solution for independent agencies.
Pros
- Powerful comparative rater supporting 300+ carriers for fast multi-line quoting
- All-in-one platform integrating quoting, AMS, CRM, and servicing
- Extensive carrier integrations and automation for renewals/endorsements
Cons
- Steep learning curve for full feature utilization
- Custom pricing can be expensive for small agencies
- Occasional performance lags reported during peak usage
Best For
Mid-sized to large independent insurance agencies needing advanced multi-carrier quoting and integrated management tools.
Pricing
Custom quoted based on agency size, users, and modules; typically $100-$250 per user/month plus setup fees and add-ons.
AgencyBloc
specializedSpecialized CRM and automation software for health and Medicare insurance brokers focusing on enrollment, renewals, and compliance.
Automated, HIPAA-secure Medicare enrollment center with real-time carrier quoting
AgencyBloc is a cloud-based CRM and agency management system tailored for insurance brokers, particularly those specializing in Medicare Advantage and Supplement plans. It provides tools for client relationship management, sales automation, compliance tracking, quoting, and enrollment processing to streamline agency operations. The platform emphasizes regulatory compliance and data security, helping brokers manage leads, renewals, and carrier integrations efficiently.
Pros
- Highly specialized for Medicare sales with built-in quoting and enrollment tools
- Robust HIPAA-compliant compliance and reporting features
- Seamless carrier integrations and automation for renewals
Cons
- Pricing can be steep for smaller agencies
- Steeper learning curve for non-Medicare users
- Limited flexibility for non-insurance broker workflows
Best For
Medicare-focused insurance brokers and agencies needing compliance-heavy CRM and sales automation.
Pricing
Starts at $125/user/month for Essentials plan; Pro at $175/user/month; custom Enterprise pricing available.
Vertafore AMS360
enterpriseEstablished agency management system for insurance brokers supporting policy downloads, accounting, and multi-line operations.
Automated policy download and synchronization from over 300 carriers
Vertafore AMS360 is a robust agency management system tailored for property and casualty insurance brokers, automating policy administration, billing, client management, and reporting. It supports seamless integrations with over 300 carriers for automated policy downloads and updates, streamlining workflows for agencies handling high volumes. The platform also includes accounting tools, claims management, and customizable dashboards to enhance operational efficiency.
Pros
- Extensive carrier integrations for automated policy downloads
- Comprehensive reporting and analytics tools
- Scalable for mid-to-large agencies with complex needs
Cons
- Dated user interface feels clunky and outdated
- Steep learning curve and complex setup process
- High pricing without transparent tiers
Best For
Mid-to-large property and casualty insurance brokerages requiring deep carrier integrations and full-suite policy management.
Pricing
Custom quote-based pricing; typically starts at $150-$300 per user/month depending on agency size and modules.
NowCerts
enterpriseCloud-native insurance agency management software enabling ACORD forms, payments, and submissions for brokers.
Lightning-fast digital COI delivery with real-time status updates and e-signatures
NowCerts is a cloud-based insurance agency management platform tailored for brokers, specializing in certificates of insurance (COIs), ACORD forms, policy management, and compliance tracking. It automates workflows like instant COI issuance, billing, payments, and carrier downloads, with mobile access for field agents. While strong in certificate handling, it serves as a focused tool rather than a full enterprise agency system.
Pros
- Ultra-fast automated COI issuance and tracking
- Seamless ACORD form generation and carrier integrations
- Integrated billing, invoicing, and payment processing
Cons
- Pricing scales quickly for larger teams
- Limited advanced reporting and customization
- Steeper learning curve for non-certificate workflows
Best For
Small to mid-sized insurance brokers prioritizing efficient COI management and compliance over full agency management suites.
Pricing
Custom quotes based on users and features; starts around $99/user/month for Essentials, up to $299+/user/month for Pro/Enterprise tiers.
Shape Software
specializedModern CRM and quoting platform for insurance brokers streamlining sales, service, and carrier integrations.
Integrated Shape Connect for unlimited texting, emailing, and calling directly from the CRM interface
Shape Software is a CRM and marketing automation platform tailored for insurance brokers and agents, providing tools for lead capture, sales pipeline management, client communication, and agency automation. It integrates with major quoting engines and carriers to streamline quoting and policy management processes. The platform emphasizes multi-channel outreach via text, email, and voice to nurture leads and retain clients effectively.
Pros
- Industry-specific features for insurance brokers like carrier integrations and quoting tools
- Robust multi-channel communication (text, email, calls) with automation
- Strong lead nurturing and sales pipeline management
Cons
- Higher cost may deter very small agencies
- Initial setup and learning curve for advanced automations
- Occasional reports of support response delays
Best For
Mid-sized insurance brokerages needing an all-in-one CRM for sales, marketing, and client management.
Pricing
Starts at $149/user/month for core plans, with agency-wide pricing from $300+/month and custom enterprise options.
PL Rating
specializedCommercial lines rating and forms automation tool designed for property and casualty insurance brokers.
Real-time comparative ratings from dozens of carriers using just basic risk details, bypassing lengthy quote submissions
PL Rating (plrating.com) is a web-based rating engine designed specifically for insurance brokers handling personal lines products like auto, home, renters, and motorcycle insurance. It enables quick, real-time rate comparisons from over 20 major carriers across most U.S. states using minimal input data. This tool streamlines the rate-shopping process during client meetings, helping brokers identify competitive options without full quoting workflows.
Pros
- Lightning-fast ratings in seconds from 20+ carriers
- Intuitive web interface requiring minimal data entry
- Broad state coverage for personal lines products
Cons
- Limited to personal lines; no commercial support
- No offline access or native mobile app
- Subscription costs add up for small agencies with low volume
Best For
Independent brokers and agents focused on personal lines insurance who need rapid rate comparisons during client consultations.
Pricing
Monthly subscriptions start at $149 per user, with tiered plans up to $299 for higher volume and additional features.
BindHQ
specializedDigital quoting and binding platform for small commercial insurance lines targeted at brokers.
One-click binding through direct API connections to carrier marketplaces, enabling policies to bind in seconds without portals.
BindHQ is a cloud-based broker management platform designed specifically for insurance brokers to automate quoting, binding, and policy management workflows. It integrates with major carriers via APIs for real-time quoting and binding, while offering tools for commission tracking, client portals, and renewals. The software aims to reduce manual tasks and improve efficiency for commercial and personal lines brokerage operations.
Pros
- Robust API integrations with 100+ carriers for instant quoting and binding
- Automated workflows that streamline lead-to-policy processes
- Intuitive dashboard with mobile access for on-the-go management
Cons
- Pricing can be steep for very small agencies
- Reporting and customization options are somewhat limited
- Initial setup and learning curve for complex configurations
Best For
Mid-sized insurance brokerages focused on commercial lines that require fast carrier integrations and workflow automation.
Pricing
Custom quote-based pricing; typically starts at $99-$199 per user per month depending on agency size and features selected.
Jenesis Software
otherAffordable on-premise or cloud agency management solution for small to mid-sized insurance brokers.
Automated policy download and import directly from carrier websites, streamlining data entry and updates.
Jenesis Software offers agency management systems designed specifically for independent insurance brokers, focusing on policy management, client tracking, and billing automation. It provides both on-premise and cloud-based deployments, enabling brokers to handle day-to-day operations like renewals, endorsements, and reporting efficiently. The platform emphasizes customization to fit unique agency workflows, making it a solid choice for P&C insurance agencies.
Pros
- Highly customizable workflows and dashboards
- Responsive customer support with dedicated training
- Flexible on-premise or cloud deployment options
Cons
- Limited native integrations with modern insurtech tools
- Mobile app lacks full desktop functionality
- Some advanced reporting requires add-ons
Best For
Small to mid-sized independent P&C insurance brokerages needing a reliable, user-friendly system for core operations without enterprise-level complexity.
Pricing
Cloud subscriptions start at $295/month for basic plans (up to 5 users), scaling with users/agencies; on-premise perpetual licenses from $5,000+ with annual maintenance.
Conclusion
Among the reviewed tools, three stand out as exceptional choices, each with unique strengths. Applied Epic leads as the comprehensive enterprise-grade solution, excelling in all key agency operations. HawkSoft, with its advanced reporting and automation, and EZLynx, boasting seamless integration and comparative tools, are strong alternatives tailored to different brokerage needs. Together, they redefine efficiency for insurance brokers.
Don’t miss out on the best. Start with Applied Epic to experience top-tier management, or explore HawkSoft or EZLynx to find the perfect fit for your specific goals—your workflow will thank you.
Tools Reviewed
All tools were independently evaluated for this comparison