Quick Overview
- 1#1: Applied Epic - Comprehensive enterprise agency management system with integrated CRM for handling insurance policies, claims, billing, and client relationships.
- 2#2: EZLynx - Integrated insurance platform combining CRM, comparative rating, quoting, and agency management for efficient client servicing.
- 3#3: AgencyBloc - Specialized CRM and automation tool for life, health, and Medicare insurance agencies focusing on client management and compliance.
- 4#4: HawkSoft - Robust agency management software with CRM features for property and casualty insurance, including policy tracking and reporting.
- 5#5: AMS360 - All-in-one agency management solution from Vertafore with CRM, accounting, and workflow automation for insurance brokers.
- 6#6: QQ Catalyst - Powerful desktop-based agency management system with CRM, downloads, imaging, and analytics for independent agencies.
- 7#7: Jenesis Software - Affordable, user-friendly agency management and CRM software tailored for small to mid-sized independent insurance agencies.
- 8#8: InsuredMine - Modern cloud CRM platform for insurance agents with lead management, policy tracking, and mobile accessibility.
- 9#9: NowCerts - Cloud-based insurance agency software offering CRM, payments, ACORD forms, and digital workflows.
- 10#10: Insly - End-to-end digital insurance platform with CRM for brokers and MGAs, supporting policy issuance and client portals.
Tools were selected based on robust insurance-specific features, user-friendliness, scalability, and overall value, ensuring they deliver measurable benefits across client management, policy tracking, and compliance.
Comparison Table
Explore the best insurance agency CRM software with this comparison table, including tools like Applied Epic, EZLynx, AgencyBloc, HawkSoft, AMS360, and more. Discover key features, workflows, and suitability to find the right fit for streamlining operations, managing clients, and driving growth.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Applied Epic Comprehensive enterprise agency management system with integrated CRM for handling insurance policies, claims, billing, and client relationships. | enterprise | 9.3/10 | 9.8/10 | 7.2/10 | 8.7/10 |
| 2 | EZLynx Integrated insurance platform combining CRM, comparative rating, quoting, and agency management for efficient client servicing. | enterprise | 9.2/10 | 9.5/10 | 8.4/10 | 8.8/10 |
| 3 | AgencyBloc Specialized CRM and automation tool for life, health, and Medicare insurance agencies focusing on client management and compliance. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.3/10 |
| 4 | HawkSoft Robust agency management software with CRM features for property and casualty insurance, including policy tracking and reporting. | enterprise | 8.7/10 | 9.2/10 | 7.5/10 | 8.1/10 |
| 5 | AMS360 All-in-one agency management solution from Vertafore with CRM, accounting, and workflow automation for insurance brokers. | enterprise | 8.2/10 | 9.1/10 | 6.8/10 | 7.4/10 |
| 6 | QQ Catalyst Powerful desktop-based agency management system with CRM, downloads, imaging, and analytics for independent agencies. | enterprise | 8.3/10 | 8.7/10 | 8.1/10 | 8.0/10 |
| 7 | Jenesis Software Affordable, user-friendly agency management and CRM software tailored for small to mid-sized independent insurance agencies. | specialized | 8.1/10 | 8.5/10 | 8.7/10 | 8.9/10 |
| 8 | InsuredMine Modern cloud CRM platform for insurance agents with lead management, policy tracking, and mobile accessibility. | specialized | 8.2/10 | 8.5/10 | 7.9/10 | 8.0/10 |
| 9 | NowCerts Cloud-based insurance agency software offering CRM, payments, ACORD forms, and digital workflows. | specialized | 8.7/10 | 9.0/10 | 9.1/10 | 8.3/10 |
| 10 | Insly End-to-end digital insurance platform with CRM for brokers and MGAs, supporting policy issuance and client portals. | specialized | 8.1/10 | 8.5/10 | 7.7/10 | 7.9/10 |
Comprehensive enterprise agency management system with integrated CRM for handling insurance policies, claims, billing, and client relationships.
Integrated insurance platform combining CRM, comparative rating, quoting, and agency management for efficient client servicing.
Specialized CRM and automation tool for life, health, and Medicare insurance agencies focusing on client management and compliance.
Robust agency management software with CRM features for property and casualty insurance, including policy tracking and reporting.
All-in-one agency management solution from Vertafore with CRM, accounting, and workflow automation for insurance brokers.
Powerful desktop-based agency management system with CRM, downloads, imaging, and analytics for independent agencies.
Affordable, user-friendly agency management and CRM software tailored for small to mid-sized independent insurance agencies.
Modern cloud CRM platform for insurance agents with lead management, policy tracking, and mobile accessibility.
Cloud-based insurance agency software offering CRM, payments, ACORD forms, and digital workflows.
End-to-end digital insurance platform with CRM for brokers and MGAs, supporting policy issuance and client portals.
Applied Epic
enterpriseComprehensive enterprise agency management system with integrated CRM for handling insurance policies, claims, billing, and client relationships.
Unified Epic platform that integrates CRM, policy lifecycle management, and financials without needing multiple disjointed systems
Applied Epic is a comprehensive cloud-based agency management system tailored for insurance agencies, offering end-to-end automation for policy management, client servicing, quoting, billing, and claims processing. It serves as a robust CRM solution with built-in tools for customer relationship management, marketing automation, and compliance reporting across personal, commercial, and employee benefits lines. The platform emphasizes scalability, with deep integrations to carriers, third-party apps, and mobile access for producers.
Pros
- All-in-one platform covering CRM, policy admin, accounting, and analytics
- Extensive carrier integrations and API ecosystem for seamless workflows
- Strong compliance tools and customizable reporting for regulatory needs
Cons
- Steep learning curve and complex interface requiring extensive training
- High implementation costs and lengthy setup process
- Pricing can be prohibitive for small agencies
Best For
Mid-to-large independent insurance agencies needing a scalable, enterprise-grade CRM with full agency management capabilities.
Pricing
Custom quote-based pricing; typically $100-$300 per user/month plus implementation fees starting at $50K+ for full deployment.
EZLynx
enterpriseIntegrated insurance platform combining CRM, comparative rating, quoting, and agency management for efficient client servicing.
Comparative Rater that instantly pulls and compares quotes from hundreds of carriers in one interface
EZLynx is a robust, cloud-based agency management system designed specifically for independent insurance agencies, providing CRM functionalities, comparative rating, policy management, and client portals. It integrates seamlessly with over 400 carriers for real-time quoting and binding across personal and commercial lines. The platform automates workflows, tracks client interactions, and offers advanced reporting to enhance agency efficiency and growth.
Pros
- Extensive carrier integrations for fast comparative quoting
- Comprehensive CRM with task automation and client lifecycle management
- Strong mobile app and client portal for anytime access
Cons
- Steep initial learning curve for new users
- Pricing can be high for very small agencies
- Limited flexibility in custom reporting without add-ons
Best For
Mid-sized independent insurance agencies seeking an all-in-one solution for quoting, CRM, and compliance.
Pricing
Custom quotes based on agency size and modules; typically $150-$350 per user/month with implementation fees.
AgencyBloc
specializedSpecialized CRM and automation tool for life, health, and Medicare insurance agencies focusing on client management and compliance.
Automated commission tracking with real-time visibility, guarantees, and predictive forecasting tailored to insurance carrier payouts
AgencyBloc is a specialized CRM platform designed for insurance agencies, particularly those focused on Medicare, life, and senior health insurance products. It streamlines client management, lead tracking, automated commission calculations, quoting from multiple carriers, and enrollment processes. The software includes compliance tools, renewal automation, and reporting dashboards to help agencies scale operations efficiently while ensuring regulatory adherence.
Pros
- Highly tailored features for Medicare and life insurance workflows
- Advanced commission tracking with automation and forecasting
- Integrated quoting, enrollment center, and carrier connectivity
Cons
- Pricing can be high for very small agencies
- Less ideal for property & casualty (P&C) insurance focus
- Some customization requires higher-tier plans
Best For
Mid-sized insurance agencies specializing in Medicare Advantage, Medigap, and life insurance that need robust automation for commissions and enrollments.
Pricing
Custom quote-based pricing; starts around $99/user/month for basic plans, scaling to $250+/user/month for enterprise features with annual contracts.
HawkSoft
enterpriseRobust agency management software with CRM features for property and casualty insurance, including policy tracking and reporting.
Advanced carrier portal integrations enabling real-time quoting, endorsements, and downloads directly within the system
HawkSoft is a specialized agency management system (AMS) designed for independent property and casualty insurance agencies, providing end-to-end tools for client management, policy tracking, quoting, and billing. It features robust automation for renewals, endorsements, and workflows, along with integrated imaging, reporting, and carrier connectivity. The software emphasizes data security, compliance, and customization to streamline agency operations.
Pros
- Deep insurance-specific features like policy automation and carrier integrations
- Strong document management and imaging capabilities
- Reliable customer support and training resources
Cons
- Primarily desktop-based with limited cloud mobility
- Steep learning curve for setup and advanced use
- Higher cost compared to more general CRM tools
Best For
Mid-sized independent P&C insurance agencies needing comprehensive, industry-tailored automation and carrier connectivity.
Pricing
Custom quote-based pricing; typically $75-$150 per user/month depending on agency size, users, and modules.
AMS360
enterpriseAll-in-one agency management solution from Vertafore with CRM, accounting, and workflow automation for insurance brokers.
Automated policy import and download from over 400 insurance carriers
AMS360 by Vertafore is a robust agency management system (AMS) tailored for insurance agencies, functioning as a comprehensive CRM solution that centralizes client data, policy management, billing, and reporting. It automates workflows like quoting, endorsements, and renewals while integrating with over 400 carriers for seamless data exchange. The platform supports independent agencies in managing day-to-day operations efficiently, with strong emphasis on compliance and document management.
Pros
- Extensive carrier integrations for automated policy downloads
- Comprehensive reporting and analytics tools
- Scalable for mid-to-large agencies with robust customization
Cons
- Steep learning curve and complex interface
- Outdated user experience compared to modern CRMs
- High implementation and ongoing costs
Best For
Mid-sized to large independent insurance agencies seeking a full-featured, all-in-one management system with deep carrier connectivity.
Pricing
Custom quote-based pricing, typically $100-$300 per user/month plus setup fees, varying by agency size and modules.
QQ Catalyst
enterprisePowerful desktop-based agency management system with CRM, downloads, imaging, and analytics for independent agencies.
Automated Carrier Download Wizard for seamless policy and commission data import from 100+ carriers
QQ Catalyst is a specialized CRM software tailored for insurance agencies and producers, focusing on streamlining client management, policy tracking, and sales pipelines. It automates key tasks like renewals, commission calculations, and carrier data imports, while providing robust reporting tools for agency growth. Ideal for handling the unique workflows of the insurance industry, it integrates deeply with carriers and offers mobile access for on-the-go productivity.
Pros
- Industry-specific tools for policy management and renewals
- Strong carrier integrations for automated data syncing
- Comprehensive commission tracking and ACV reporting
Cons
- Interface can feel somewhat dated compared to modern CRMs
- Limited native integrations with non-insurance third-party apps
- Pricing scales up quickly for larger teams
Best For
Mid-sized insurance agencies needing deep automation for carrier interactions and policy workflows.
Pricing
Starts at $79 per user/month for basic plans, with premium tiers up to $149/user/month including advanced reporting and unlimited storage.
Jenesis Software
specializedAffordable, user-friendly agency management and CRM software tailored for small to mid-sized independent insurance agencies.
Household-centric client management that automatically groups contacts, policies, and communications under unified household records for efficient servicing.
Jenesis Software provides a robust CRM and agency management platform tailored for independent insurance agencies, focusing on client relationship management, policy tracking, and workflow automation. It includes tools for household-based organization, comparative quoting from multiple carriers, task management, and compliance reporting to streamline daily operations. The software stands out for its insurance-specific features while maintaining an intuitive desktop interface suitable for small to mid-sized teams.
Pros
- Comprehensive insurance-specific tools like household management and carrier integrations
- Affordable pricing with strong value for small agencies
- Intuitive interface with minimal learning curve
- Reliable customer support and frequent updates
Cons
- Primarily desktop-based with limited full mobile access
- Fewer third-party integrations than cloud-native competitors
- On-premise options may require IT setup for some users
Best For
Small to mid-sized independent insurance agencies needing a cost-effective, user-friendly CRM focused on core agency workflows.
Pricing
Starts at $99/user/month for cloud version (billed annually), with one-time desktop licenses available from $1,995/user.
InsuredMine
specializedModern cloud CRM platform for insurance agents with lead management, policy tracking, and mobile accessibility.
AI-driven renewal reminders and automated client nurturing workflows
InsuredMine is a CRM platform tailored for insurance agencies, offering tools to manage client relationships, track policies, automate renewals, and handle marketing campaigns. It includes features like a mobile app for on-the-go access, integrated quoting systems, and customizable reporting dashboards. The software emphasizes automation to streamline workflows specific to insurance operations, from lead capture to policy servicing.
Pros
- Insurance-specific automation for renewals and policy management
- Integrated SMS and email marketing tools
- Mobile app for field agents
Cons
- Limited third-party integrations compared to larger CRMs
- Steeper learning curve for advanced customizations
- Reporting could be more intuitive
Best For
Small to mid-sized independent insurance agencies seeking an affordable, industry-focused CRM with strong automation.
Pricing
Starts at $49/user/month (billed annually), with tiers up to $99/user/month for advanced features; custom enterprise pricing available.
NowCerts
specializedCloud-based insurance agency software offering CRM, payments, ACORD forms, and digital workflows.
Instant certificate of insurance issuance and ACORD form auto-fill in seconds, drastically reducing manual data entry.
NowCerts is a cloud-based agency management system tailored for insurance agencies, focusing on automating policy management, client interactions, and administrative tasks. It excels in rapid certificate of insurance generation, ACORD form auto-population, carrier downloads, commission tracking, and client portals. The platform integrates CRM functionalities with workflow automation to enhance efficiency for independent agencies.
Pros
- Lightning-fast certificate and ACORD form generation
- Intuitive mobile app and user-friendly interface
- Strong automation for commissions and carrier integrations
Cons
- Limited advanced reporting and analytics customization
- Pricing scales quickly for larger teams
- Fewer third-party integrations compared to top competitors
Best For
Small to mid-sized independent insurance agencies prioritizing speed in certificate management and daily workflows.
Pricing
Starts at $35/user/month for basic plans, with tiered pricing up to $65/user/month for premium features; custom quotes for enterprises.
Insly
specializedEnd-to-end digital insurance platform with CRM for brokers and MGAs, supporting policy issuance and client portals.
Automated policy renewal engine with intelligent reminders and compliance checks
Insly is a cloud-based insurance management platform tailored for insurance agencies and brokers, providing comprehensive CRM functionalities alongside policy administration, claims handling, and accounting tools. It enables efficient client management, automated workflows for renewals and reminders, and seamless integration with accounting software. The software supports multi-company setups and offers a white-label client portal for enhanced user experience.
Pros
- Insurance-specific CRM with strong policy lifecycle automation
- Multi-language support and white-label client portal
- Robust integrations with accounting and external systems
Cons
- Steep learning curve for advanced features
- Pricing scales quickly for larger agencies
- Limited reporting customization without add-ons
Best For
Mid-sized insurance brokers and agencies needing an all-in-one platform for policy management and client relations.
Pricing
Starts at €99/user/month for basic plans; custom pricing for enterprise with policy-based tiers.
Conclusion
Evaluating all ten tools reveals a landscape of specialized solutions, with Applied Epic emerging as the top choice, offering a seamless integration of enterprise management, CRM, and client relationship tools. EZLynx follows as a strong contender, excelling in integrated platform efficiency for quoting and servicing, while AgencyBloc stands out for its tailored focus on life, health, and Medicare, prioritizing compliance. Each tool addresses distinct needs, ensuring agencies of any size or specialization can find a fit.
To unlock streamlined operations and enhanced client management, start with the top-ranked option—Applied Epic—and explore how its robust features can elevate your agency's performance.
Tools Reviewed
All tools were independently evaluated for this comparison