Quick Overview
- 1#1: Applied Epic - Comprehensive enterprise-class insurance agency management system that automates workflows, policy management, and client servicing for P&C agencies.
- 2#2: AMS360 - All-in-one agency management software for property and casualty insurers, handling policies, accounting, and commissions with robust reporting.
- 3#3: HawkSoft - Powerful, customizable agency management system designed for independent insurance agencies to streamline operations and enhance productivity.
- 4#4: EZLynx - Integrated management, comparative rating, and CRM platform that simplifies quoting, binding, and client management for insurance agencies.
- 5#5: AgencyBloc - CRM and agency management software specialized for life, health, and Medicare brokers with tools for lead tracking and compliance.
- 6#6: NowCerts - Cloud-based platform for issuing insurance certificates, managing policies, and automating billing for small to mid-sized agencies.
- 7#7: BindHQ - Modern agency management system for commercial lines brokers, focusing on submissions, renewals, and carrier connectivity.
- 8#8: Jenesis Software - Affordable, user-friendly agency management solution for independent agencies handling personal and commercial lines.
- 9#9: Insly - Cloud-native insurance management platform for MGAs and brokers with policy administration, claims, and reinsurance modules.
- 10#10: Shape Software - Quoting, rating, and agency management tool that integrates with carriers for efficient policy placement and client servicing.
We curated and ranked these tools by evaluating functionality, user experience, reliability, and value, ensuring each option delivers robust performance and aligns with the nuanced demands of today's insurance agencies.
Comparison Table
This comparison table examines leading insurance agency management system tools, featuring Applied Epic, AMS360, HawkSoft, EZLynx, AgencyBloc, and more, to help readers understand how each aligns with their agency’s workflows. It outlines key features, strengths, and suitability, simplifying the process of selecting software that enhances efficiency and meets specific operational needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Applied Epic Comprehensive enterprise-class insurance agency management system that automates workflows, policy management, and client servicing for P&C agencies. | enterprise | 9.4/10 | 9.8/10 | 7.8/10 | 8.9/10 |
| 2 | AMS360 All-in-one agency management software for property and casualty insurers, handling policies, accounting, and commissions with robust reporting. | enterprise | 8.7/10 | 9.3/10 | 7.6/10 | 8.2/10 |
| 3 | HawkSoft Powerful, customizable agency management system designed for independent insurance agencies to streamline operations and enhance productivity. | enterprise | 8.6/10 | 9.2/10 | 7.8/10 | 8.1/10 |
| 4 | EZLynx Integrated management, comparative rating, and CRM platform that simplifies quoting, binding, and client management for insurance agencies. | enterprise | 8.4/10 | 9.2/10 | 7.8/10 | 8.0/10 |
| 5 | AgencyBloc CRM and agency management software specialized for life, health, and Medicare brokers with tools for lead tracking and compliance. | specialized | 8.7/10 | 9.2/10 | 8.1/10 | 8.3/10 |
| 6 | NowCerts Cloud-based platform for issuing insurance certificates, managing policies, and automating billing for small to mid-sized agencies. | enterprise | 8.4/10 | 8.2/10 | 9.1/10 | 9.3/10 |
| 7 | BindHQ Modern agency management system for commercial lines brokers, focusing on submissions, renewals, and carrier connectivity. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.3/10 |
| 8 | Jenesis Software Affordable, user-friendly agency management solution for independent agencies handling personal and commercial lines. | enterprise | 8.1/10 | 8.5/10 | 7.4/10 | 8.7/10 |
| 9 | Insly Cloud-native insurance management platform for MGAs and brokers with policy administration, claims, and reinsurance modules. | enterprise | 8.2/10 | 8.5/10 | 8.0/10 | 7.8/10 |
| 10 | Shape Software Quoting, rating, and agency management tool that integrates with carriers for efficient policy placement and client servicing. | specialized | 8.1/10 | 7.9/10 | 8.7/10 | 8.4/10 |
Comprehensive enterprise-class insurance agency management system that automates workflows, policy management, and client servicing for P&C agencies.
All-in-one agency management software for property and casualty insurers, handling policies, accounting, and commissions with robust reporting.
Powerful, customizable agency management system designed for independent insurance agencies to streamline operations and enhance productivity.
Integrated management, comparative rating, and CRM platform that simplifies quoting, binding, and client management for insurance agencies.
CRM and agency management software specialized for life, health, and Medicare brokers with tools for lead tracking and compliance.
Cloud-based platform for issuing insurance certificates, managing policies, and automating billing for small to mid-sized agencies.
Modern agency management system for commercial lines brokers, focusing on submissions, renewals, and carrier connectivity.
Affordable, user-friendly agency management solution for independent agencies handling personal and commercial lines.
Cloud-native insurance management platform for MGAs and brokers with policy administration, claims, and reinsurance modules.
Quoting, rating, and agency management tool that integrates with carriers for efficient policy placement and client servicing.
Applied Epic
enterpriseComprehensive enterprise-class insurance agency management system that automates workflows, policy management, and client servicing for P&C agencies.
Epic Connect, providing unparalleled direct integrations with major carriers for real-time policy downloads, endorsements, and renewals without manual data entry.
Applied Epic is a leading cloud-based agency management system (AMS) from Applied Systems, designed specifically for insurance agencies to streamline operations from client onboarding to policy servicing. It offers comprehensive tools for CRM, policy management, billing, commissions, document storage, and advanced reporting with real-time analytics. The platform excels in carrier integrations and automation, enabling agencies to scale efficiently while maintaining compliance and data security.
Pros
- Extensive carrier integrations (over 500) for seamless data exchange
- Robust automation and workflow tools that reduce manual tasks
- Scalable architecture supporting agencies from small to enterprise-level
Cons
- Steep learning curve due to feature depth
- High implementation and ongoing costs
- Customization can require professional services
Best For
Mid-sized to large independent insurance agencies needing a comprehensive, scalable AMS with strong carrier connectivity.
Pricing
Custom subscription pricing based on users, agency size, and modules; typically $5,000+ per month for mid-sized agencies, with one-time implementation fees.
AMS360
enterpriseAll-in-one agency management software for property and casualty insurers, handling policies, accounting, and commissions with robust reporting.
Download-and-Print™ for instant, automated policy retrieval and printing from 300+ carriers
AMS360 by Vertafore is a comprehensive agency management system (AMS) tailored for insurance agencies, automating core functions like policy administration, billing, client management, and accounting. It provides robust tools for commercial, personal, and benefits lines, with seamless integrations to over 300 carriers for real-time data exchange and policy downloads. The platform also includes advanced reporting, marketing automation, and document management to enhance agency efficiency and compliance.
Pros
- Extensive carrier integrations and real-time policy downloads streamline workflows
- Powerful reporting and analytics for data-driven decisions
- Comprehensive modules covering all agency operations from quoting to renewals
Cons
- Dated user interface feels clunky compared to modern cloud-native solutions
- Steep learning curve and complex initial setup
- High pricing with additional costs for modules and support
Best For
Mid-to-large insurance agencies requiring a feature-rich, on-premise or hosted system with deep carrier connectivity.
Pricing
Custom quotes starting at $100-$200 per user/month (billed annually), with add-ons for advanced modules; requires demo for exact pricing.
HawkSoft
enterprisePowerful, customizable agency management system designed for independent insurance agencies to streamline operations and enhance productivity.
Advanced agency bill management with automated reconciliation and detailed AR/AP tracking
HawkSoft is a robust, desktop-based agency management system tailored for independent insurance agencies, offering comprehensive tools for policy administration, client management, billing, and reporting across personal and commercial lines. It excels in handling complex agency billing, imaging documents, and integrating with carrier portals and comparative raters. With over 25 years in the industry, it provides scalable solutions for growing agencies while emphasizing data security and customization.
Pros
- Comprehensive policy and billing management for complex accounts
- Strong integrations with carriers and raters
- Excellent customer support and training resources
Cons
- Primarily desktop-based with limited mobile access
- Steep learning curve for advanced features
- Custom pricing can be higher for smaller agencies
Best For
Mid-sized independent insurance agencies managing diverse personal and commercial lines with a focus on agency billing.
Pricing
Quote-based pricing starting around $150-$300 per user per month, depending on modules, users, and customization.
EZLynx
enterpriseIntegrated management, comparative rating, and CRM platform that simplifies quoting, binding, and client management for insurance agencies.
Managed Comp comparative rater for real-time quotes from over 300 carriers in one interface
EZLynx is a comprehensive agency management system designed for independent insurance agencies, offering integrated tools for client relationship management (CRM), policy administration, comparative rating, and marketing automation. It streamlines quoting and binding processes by pulling real-time data from hundreds of carriers through its Managed Comp rating engine. The platform also includes mobile access, commission tracking, and workflow automation to enhance operational efficiency.
Pros
- Powerful comparative rating engine with 300+ carrier integrations
- All-in-one platform covering CRM, agency management, and marketing
- Robust mobile app and automation tools for productivity
Cons
- Steep learning curve due to complex interface
- Higher pricing may not suit very small agencies
- Limited flexibility in custom reporting
Best For
Mid-sized independent insurance agencies needing advanced quoting and multi-carrier rating capabilities.
Pricing
Custom quote-based pricing, typically $150-$300 per user/month depending on modules and agency size.
AgencyBloc
specializedCRM and agency management software specialized for life, health, and Medicare brokers with tools for lead tracking and compliance.
Advanced Medicare compliance suite with automated enrollment and audit-ready tracking
AgencyBloc is a specialized CRM and agency management system built for insurance agencies, particularly those focused on Medicare, life, and health insurance products. It streamlines sales pipelines, client servicing, enrollments, compliance tracking, and reporting to help agencies scale efficiently. The platform emphasizes automation and regulatory adherence, making it a go-to for FMOs, IMOs, and independent agencies handling senior market insurance.
Pros
- Deep Medicare and compliance automation tailored for insurance agencies
- Powerful reporting and analytics for sales and commissions
- Seamless integrations with major carriers and quoting engines
Cons
- Pricing can be steep for smaller agencies
- Steeper learning curve for non-Medicare focused users
- Limited customization outside of insurance workflows
Best For
Medicare-focused insurance agencies and FMOs needing robust compliance and enrollment tools.
Pricing
Starts at $125/user/month for Growth plan; scales to $200+/user/month for Pro and Enterprise with custom quoting.
NowCerts
enterpriseCloud-based platform for issuing insurance certificates, managing policies, and automating billing for small to mid-sized agencies.
Intelligent ACORD forms library with auto-fill and one-click downloads from 1,000+ forms
NowCerts is a cloud-based insurance agency management system designed for independent agencies to handle policy management, client databases, commissions, and billing efficiently. It features automated ACORD form generation, task tracking, reporting, and direct integrations with carriers for seamless operations. The platform prioritizes speed, simplicity, and mobility with a responsive app, making it a solid choice for streamlining daily workflows.
Pros
- Highly intuitive interface with minimal learning curve
- Affordable pricing structure ideal for small agencies
- Excellent commission tracking and ACORD form automation
Cons
- Limited third-party integrations compared to enterprise solutions
- Reporting lacks some advanced customization options
- Scalability challenges for very large agencies
Best For
Small to mid-sized independent insurance agencies seeking a straightforward, cost-effective management system without complex setup.
Pricing
Starts at $99/month for up to 5 users (Basic plan), $199/month for Pro with more features; additional users $25-$35/month.
BindHQ
specializedModern agency management system for commercial lines brokers, focusing on submissions, renewals, and carrier connectivity.
One-click binding with direct API integrations to carriers and MGAs for faster policy issuance
BindHQ is a cloud-based agency management system designed specifically for property & casualty insurance agencies, focusing on commercial lines. It streamlines quoting, binding, policy issuance, and client management through seamless integrations with over 100 carriers and MGAs. The platform includes CRM tools, automated workflows, task management, and robust reporting to enhance operational efficiency for brokers and wholesalers.
Pros
- Extensive integrations with 100+ carriers for automated quoting and binding
- Powerful automation workflows that reduce manual data entry
- Comprehensive reporting and analytics for agency insights
Cons
- Primarily tailored to commercial P&C lines, limited personal lines support
- Initial setup and carrier onboarding can be time-intensive
- Pricing is custom and may be higher for smaller agencies
Best For
Commercial P&C insurance agencies and wholesalers seeking to automate binding and carrier communications.
Pricing
Custom quote-based pricing, typically $150-$300 per user per month based on agency size, user count, and features.
Jenesis Software
enterpriseAffordable, user-friendly agency management solution for independent agencies handling personal and commercial lines.
Automated Download Manager supporting seamless policy data pulls from over 200 carriers without additional per-transaction fees
Jenesis Software is a robust agency management system tailored for independent insurance agencies managing property & casualty, life, and health lines of business. It provides comprehensive tools for client and policy management, automated downloads from over 200 carriers, integrated billing and accounting, and customizable reporting. Available in both cloud and on-premise versions, it supports efficient workflow automation for small to mid-sized agencies.
Pros
- Extensive carrier integrations with automated policy downloads from over 200 companies
- Strong commission tracking and accounting modules
- Highly customizable reports and dashboards
Cons
- User interface feels dated compared to modern cloud-native competitors
- Steeper learning curve for new users
- Limited native mobile app functionality
Best For
Small to mid-sized independent insurance agencies seeking affordable, feature-packed management with deep carrier integrations.
Pricing
Cloud subscriptions start at around $150/user/month; on-premise perpetual licenses available with annual maintenance fees.
Insly
enterpriseCloud-native insurance management platform for MGAs and brokers with policy administration, claims, and reinsurance modules.
Fully integrated insurer connectivity for real-time policy quoting and binding
Insly is a cloud-based insurance agency management system tailored for brokers and insurers, offering end-to-end automation for policy administration, client management, claims processing, and billing. It provides a centralized platform with client portals, real-time reporting, and integrations with major insurers to streamline daily operations. Designed primarily for European markets, it supports multi-language and multi-currency setups for efficient agency growth.
Pros
- Comprehensive insurance-specific tools like automated renewals and claims workflows
- Strong client portal for self-service and communication
- Robust integrations with insurers and accounting software
Cons
- Pricing can be steep for very small agencies
- Limited customization without developer support
- Primarily focused on European markets, less ideal for global use
Best For
Mid-sized insurance brokers in Europe seeking an all-in-one automated management solution.
Pricing
Custom quote-based pricing starting around €99/user/month, with tiers based on users, modules, and agency size.
Shape Software
specializedQuoting, rating, and agency management tool that integrates with carriers for efficient policy placement and client servicing.
AI-driven Shape Insights for personalized sales recommendations and client lifecycle automation
Shape Software is a cloud-based CRM and agency management system tailored for insurance agencies, enabling efficient client relationship management, policy tracking, and automated workflows. It integrates with major carriers for quoting, renewals, and servicing, while offering tools for task management, marketing automation, and sales pipelines. Designed for small to mid-sized agencies, it emphasizes user-friendliness and mobile accessibility to boost productivity without complex setups.
Pros
- Intuitive, modern interface with mobile app support
- Robust automation for tasks, emails, and texting
- Strong focus on sales enablement and client retention
Cons
- Limited advanced reporting and analytics compared to enterprise solutions
- Fewer direct carrier integrations than top competitors
- Customization options can feel restrictive for complex needs
Best For
Small to mid-sized independent insurance agencies seeking an affordable, easy-to-use system to manage daily operations and grow client relationships.
Pricing
Starts at $99/user/month (billed annually) for basic plans, scaling to $199+/user/month for advanced features; custom quotes for larger agencies.
Conclusion
Evaluating the top 10 insurance agency management system software reveals Applied Epic as the top choice, boasting comprehensive enterprise automation for workflows, policies, and client servicing. AMS360 and HawkSoft follow closely—AMS360 excels as an all-in-one P&C solution, while HawkSoft’s customization supports independent agencies seeking streamlined operations. Regardless of specific needs, these three lead, ensuring agencies find the right fit for success.
Take the next step in enhancing your agency’s efficiency: explore Applied Epic to experience its robust tools and elevate your operations.
Tools Reviewed
All tools were independently evaluated for this comparison