Quick Overview
- 1#1: Applied Epic - Comprehensive cloud-based management platform for insurance agencies handling policy administration, client management, and workflows across all lines of business.
- 2#2: AMS360 - All-in-one desktop agency management system offering policy management, accounting, and automation for independent insurance agencies.
- 3#3: Sagitta - Robust enterprise-level management software for large agencies with advanced customization, integration, and multi-location support.
- 4#4: HawkSoft - User-friendly agency management system focused on personal and commercial lines with strong reporting and carrier connectivity.
- 5#5: The Agency Manager (TAM) - Flexible management solution for insurance agencies providing policy tracking, billing, and CRM features with deep customization.
- 6#6: EZLynx - Integrated agency platform combining management, quoting, and CRM tools to streamline sales and service processes.
- 7#7: AgencyBloc - CRM and management software tailored for life, health, and Medicare agencies with automation for compliance and enrollments.
- 8#8: QQ Catalyst - Cloud-based system for property and casualty agencies offering policy management, downloads, and comparative rater integration.
- 9#9: NowCerts - Modern cloud platform for managing certificates, policies, and billing with real-time collaboration and automation.
- 10#10: Jenesis Software - Affordable, customizable management system for small to mid-sized agencies supporting policy data, accounting, and client portals.
Tools were selected based on a thorough assessment of feature depth, user-friendliness, reliability, and overall value, ensuring alignment with the needs of agencies across lines of business and sizes.
Comparison Table
This comparison table outlines key insurance agency management software tools, including Applied Epic, AMS360, Sagitta, HawkSoft, and The Agency Manager (TAM), to help readers understand their core features and capabilities. By examining these platforms side-by-side, users can gain clarity on how each tool aligns with their agency's specific operational needs, simplifying the process of selecting the right solution.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Applied Epic Comprehensive cloud-based management platform for insurance agencies handling policy administration, client management, and workflows across all lines of business. | enterprise | 9.4/10 | 9.8/10 | 7.6/10 | 8.7/10 |
| 2 | AMS360 All-in-one desktop agency management system offering policy management, accounting, and automation for independent insurance agencies. | enterprise | 8.7/10 | 9.4/10 | 7.2/10 | 8.1/10 |
| 3 | Sagitta Robust enterprise-level management software for large agencies with advanced customization, integration, and multi-location support. | enterprise | 8.3/10 | 9.2/10 | 6.8/10 | 7.5/10 |
| 4 | HawkSoft User-friendly agency management system focused on personal and commercial lines with strong reporting and carrier connectivity. | specialized | 8.7/10 | 9.2/10 | 7.9/10 | 8.4/10 |
| 5 | The Agency Manager (TAM) Flexible management solution for insurance agencies providing policy tracking, billing, and CRM features with deep customization. | enterprise | 8.2/10 | 8.7/10 | 7.5/10 | 7.9/10 |
| 6 | EZLynx Integrated agency platform combining management, quoting, and CRM tools to streamline sales and service processes. | specialized | 8.4/10 | 9.2/10 | 7.8/10 | 8.0/10 |
| 7 | AgencyBloc CRM and management software tailored for life, health, and Medicare agencies with automation for compliance and enrollments. | specialized | 8.3/10 | 8.7/10 | 8.0/10 | 8.1/10 |
| 8 | QQ Catalyst Cloud-based system for property and casualty agencies offering policy management, downloads, and comparative rater integration. | specialized | 8.0/10 | 8.5/10 | 7.5/10 | 8.2/10 |
| 9 | NowCerts Modern cloud platform for managing certificates, policies, and billing with real-time collaboration and automation. | specialized | 8.4/10 | 8.7/10 | 8.2/10 | 8.5/10 |
| 10 | Jenesis Software Affordable, customizable management system for small to mid-sized agencies supporting policy data, accounting, and client portals. | specialized | 7.6/10 | 7.4/10 | 7.7/10 | 8.2/10 |
Comprehensive cloud-based management platform for insurance agencies handling policy administration, client management, and workflows across all lines of business.
All-in-one desktop agency management system offering policy management, accounting, and automation for independent insurance agencies.
Robust enterprise-level management software for large agencies with advanced customization, integration, and multi-location support.
User-friendly agency management system focused on personal and commercial lines with strong reporting and carrier connectivity.
Flexible management solution for insurance agencies providing policy tracking, billing, and CRM features with deep customization.
Integrated agency platform combining management, quoting, and CRM tools to streamline sales and service processes.
CRM and management software tailored for life, health, and Medicare agencies with automation for compliance and enrollments.
Cloud-based system for property and casualty agencies offering policy management, downloads, and comparative rater integration.
Modern cloud platform for managing certificates, policies, and billing with real-time collaboration and automation.
Affordable, customizable management system for small to mid-sized agencies supporting policy data, accounting, and client portals.
Applied Epic
enterpriseComprehensive cloud-based management platform for insurance agencies handling policy administration, client management, and workflows across all lines of business.
Unrivaled integration with 500+ carriers for seamless, real-time policy management and data exchange.
Applied Epic is a cloud-based agency management system (AMS) from Applied Systems, designed specifically for insurance agencies to manage the full lifecycle of client policies, relationships, and operations. It offers robust CRM, automated billing, claims management, and advanced reporting tools to streamline workflows. With deep integrations to over 500 carriers, it enables real-time data exchange, policy downloads, and endorsements, making it a powerhouse for independent agencies.
Pros
- Extensive carrier integrations for automated downloads and transactions
- Scalable platform with enterprise-grade automation and AI-driven insights
- Comprehensive CRM, accounting, and compliance tools in one system
Cons
- Steep learning curve and complex interface for new users
- High implementation costs and lengthy onboarding process
- Premium pricing may not suit very small agencies
Best For
Large independent insurance agencies needing a scalable, all-in-one platform with deep carrier connectivity.
Pricing
Custom quote-based pricing; typically $5,000–$20,000+ per month depending on agency size, users, and modules.
AMS360
enterpriseAll-in-one desktop agency management system offering policy management, accounting, and automation for independent insurance agencies.
Deep integration with 400+ carriers enabling real-time policy downloads, endorsements, and renewals directly into the system.
AMS360 by Vertafore is a comprehensive, enterprise-grade insurance agency management system designed for independent agencies handling personal, commercial, and benefits lines. It centralizes policy administration, client relationship management, agency billing, accounting, and reporting in a single platform with deep integrations to over 400 carriers for automated downloads and endorsements. The software also includes document management, mobile access, and workflow automation to enhance operational efficiency.
Pros
- Extensive carrier integrations for seamless data exchange
- Robust policy management and billing capabilities
- Powerful reporting and analytics tools
Cons
- Steep learning curve and complex navigation
- Outdated interface despite recent updates
- High cost with significant implementation fees
Best For
Mid-to-large independent insurance agencies needing a scalable, all-in-one solution with strong carrier connectivity.
Pricing
Custom enterprise pricing; typically $150-$300 per user/month plus one-time implementation fees of $10,000+ depending on agency size and modules.
Sagitta
enterpriseRobust enterprise-level management software for large agencies with advanced customization, integration, and multi-location support.
Advanced Sagitta Automation Engine for creating highly customized, rule-based workflows
Sagitta by Vertafore is a robust, enterprise-grade agency management system (AMS) tailored for independent insurance agencies, focusing on property & casualty lines. It offers comprehensive policy administration, client relationship management, automated workflows, accounting, and extensive carrier integrations. Designed for high-volume agencies, it excels in handling complex commercial accounts with deep customization options.
Pros
- Deep carrier integrations with over 300 partners
- Powerful reporting and automation tools
- Highly scalable for large agencies
Cons
- Outdated, clunky user interface
- Steep learning curve and complex setup
- Premium pricing with ongoing fees
Best For
Large independent agencies managing complex commercial P&C portfolios that require extensive customization and integrations.
Pricing
Custom enterprise pricing; typically $5,000+ per month based on users, modules, and agency size, plus implementation fees.
HawkSoft
specializedUser-friendly agency management system focused on personal and commercial lines with strong reporting and carrier connectivity.
Automated policy download and management from 300+ carriers via HawkSoft's Download Manager
HawkSoft is a robust agency management system tailored for independent property and casualty insurance agencies. It provides comprehensive tools for policy management, automated downloads from over 300 carriers, client servicing, accounting, and reporting. The software emphasizes workflow automation, document imaging, and producer productivity to streamline daily operations.
Pros
- Extensive carrier integrations with automated policy downloading
- Reliable customer support and training resources
- Highly customizable reports and workflow automation
Cons
- Primarily desktop-based with limited native cloud access
- Steep learning curve for new users
- Custom pricing can be expensive for very small agencies
Best For
Mid-sized independent insurance agencies focused on property and casualty lines needing strong automation and carrier connectivity.
Pricing
Custom quote-based pricing per workstation/user; typically $100-$200/month depending on modules and agency size.
The Agency Manager (TAM)
enterpriseFlexible management solution for insurance agencies providing policy tracking, billing, and CRM features with deep customization.
Advanced commission management with automated tracking and multi-tier calculations
The Agency Manager (TAM) by Jonas Software is a comprehensive insurance agency management system tailored for independent agencies, handling policy administration, client relationship management, billing, claims processing, and reporting. It supports both on-premise and cloud deployments, with strong integration capabilities for carriers and accounting systems. TAM excels in scalability for growing agencies but requires customization for optimal use.
Pros
- Robust policy and client management tools
- Powerful reporting and analytics capabilities
- Reliable carrier integrations and automation
Cons
- Steep learning curve for new users
- Interface feels dated compared to modern SaaS options
- Pricing lacks transparency and can be high
Best For
Mid-sized independent insurance agencies requiring deep customization and advanced reporting.
Pricing
Custom quote-based pricing; typically $5,000+ per month for mid-sized agencies, depending on modules and users.
EZLynx
specializedIntegrated agency platform combining management, quoting, and CRM tools to streamline sales and service processes.
Integrated real-time comparative rating engine across hundreds of carriers for P&C, life, and health lines
EZLynx is a comprehensive insurance agency management system (AMS) designed for independent agencies, offering integrated comparative rating, policy management, CRM, and marketing tools. It streamlines quoting across multiple carriers, automates workflows, and provides client portals for policy access and servicing. The platform also includes agency website builders and content management to enhance digital presence.
Pros
- Powerful comparative rater integrating 300+ carriers
- Robust automation for quoting and policy management
- Strong carrier and third-party integrations
Cons
- Steep learning curve for new users
- Higher pricing unsuitable for very small agencies
- Limited customization in some modules
Best For
Mid-sized independent insurance agencies seeking advanced quoting, automation, and carrier integration.
Pricing
Quote-based pricing; typically $150-300 per user/month or agency-wide tiers based on size, carriers, and modules selected.
AgencyBloc
specializedCRM and management software tailored for life, health, and Medicare agencies with automation for compliance and enrollments.
Integrated Enrollment Center with direct carrier connectivity for seamless Medicare quoting and submissions
AgencyBloc is a cloud-based CRM and agency management platform designed specifically for health and Medicare insurance agencies. It streamlines client acquisition, quoting, enrollment, service ticketing, compliance tracking, and reporting to enhance sales, service, and retention. The software emphasizes automation and regulatory adherence, making it ideal for agencies handling complex Medicare workflows.
Pros
- Highly specialized for Medicare and health insurance workflows
- Robust compliance tools and automated renewals/enrollments
- Advanced reporting and carrier integrations
Cons
- Limited support for property & casualty lines
- Pricing is higher for smaller agencies
- Initial setup and learning curve can be challenging
Best For
Medicare and health insurance agencies prioritizing compliance, enrollment automation, and client lifecycle management.
Pricing
Custom pricing starting at around $150/user/month, with tiers based on agency size and features; annual contracts required.
QQ Catalyst
specializedCloud-based system for property and casualty agencies offering policy management, downloads, and comparative rater integration.
Integrated Download Center for seamless, automated retrieval of policies and endorsements from over 200 carriers
QQ Catalyst is a comprehensive agency management software tailored for insurance agencies, providing tools for client relationship management, policy tracking, automated billing, claims processing, and reporting. It supports multi-line insurance operations with features like carrier integrations, task automation, and a centralized download center for policy documents. The platform emphasizes reliability and customization to streamline workflows for independent agencies.
Pros
- Strong carrier integrations and automated downloads
- Robust reporting and customization options
- Reliable performance with excellent uptime
Cons
- Dated user interface lacking modern design
- Limited native mobile functionality
- Steeper learning curve for new users
Best For
Small to mid-sized independent insurance agencies seeking a dependable, feature-rich system without needing cutting-edge UI.
Pricing
Custom quotes starting at $60 per user/month, scaling with agency size and modules selected.
NowCerts
specializedModern cloud platform for managing certificates, policies, and billing with real-time collaboration and automation.
Direct carrier data download and real-time policy syncing for streamlined quoting and issuance
NowCerts is a cloud-based agency management system tailored for independent property and casualty insurance agencies. It provides comprehensive tools for policy management, automated billing, commission tracking, and client servicing through a user-friendly interface and mobile app. The platform emphasizes automation for tasks like renewals and endorsements, with strong integrations to carriers and support for digital ACORD forms.
Pros
- Robust automation for billing and renewals
- Extensive carrier integrations (over 100)
- Intuitive mobile app for on-the-go access
Cons
- Reporting capabilities lack advanced customization
- Limited support for non-P&C lines
- Customer support response times can vary
Best For
Small to mid-sized independent P&C insurance agencies seeking an affordable, cloud-native management solution.
Pricing
Subscription-based with tiers starting at $99/user/month; custom quotes for enterprise features and larger teams.
Jenesis Software
specializedAffordable, customizable management system for small to mid-sized agencies supporting policy data, accounting, and client portals.
Advanced document imaging system with OCR search and unlimited storage for policy documents and client files
Jenesis Software offers a robust agency management system tailored for independent insurance agencies, handling client management, policy tracking, automated billing, and commission processing. It includes features like document imaging, task automation, and reporting tools to streamline daily operations. Available in both cloud-based and on-premise versions, it caters primarily to small to mid-sized agencies with a focus on core AMS functionalities.
Pros
- Cost-effective for small agencies
- Strong built-in accounting and commission tracking
- Reliable document imaging and workflow automation
Cons
- Limited integrations with major carriers
- User interface appears dated compared to modern competitors
- Customization requires technical expertise
Best For
Small independent insurance agencies needing an affordable, all-in-one management solution without complex integrations.
Pricing
Starts at $295/month for the base package (up to 3 users), scaling with additional users and modules; on-premise options available with one-time licensing fees.
Conclusion
After a detailed review of the top 10 insurance agency management software options, Applied Epic solidifies its position as the top choice, providing a comprehensive, cloud-based platform that streamlines policy administration, client management, and workflows across all business lines. AMS360 and Sagitta follow closely, with AMS360 offering an all-in-one desktop system ideal for independent agencies and Sagitta standing out as a highly customizable enterprise solution for large, multi-location operations. Each tool caters to distinct needs, ensuring the perfect fit for agencies of varying sizes and focuses.
Don’t overlook the power of Applied Epic—its robust features make it a transformative choice. Explore its full potential and take your agency’s efficiency and effectiveness to new heights.
Tools Reviewed
All tools were independently evaluated for this comparison