Quick Overview
- 1#1: Applied Epic - Comprehensive enterprise agency management system for automating workflows, policy management, and client servicing in insurance agencies.
- 2#2: AMS360 - Robust agency management software providing policy administration, billing, and reporting for property and casualty insurance agents.
- 3#3: HawkSoft - Full-featured agency management platform with advanced automation, imaging, and integration for independent insurance agencies.
- 4#4: EZLynx - Integrated management and comparative rating system streamlining quoting, policy management, and client communications for agents.
- 5#5: AgencyBloc - CRM and workflow automation tool designed specifically for health, life, and Medicare insurance agencies.
- 6#6: NowCerts - Cloud-based agency management software offering policy tracking, ACORD forms, and digital signatures for modern insurance operations.
- 7#7: BindHQ - Agency management platform focused on commercial lines with submission tracking, bordereaux, and carrier portals.
- 8#8: InsuredMine - Affordable CRM and agency management solution for lead nurturing, policy servicing, and commission tracking in small to mid-size agencies.
- 9#9: QQ Catalyst - Agency management system providing policy management, accounting, and producer tools for independent insurance agencies.
- 10#10: Ebix SmartOffice - Insurance CRM and agency management software supporting sales automation, client portals, and multi-line policy handling.
The tools were evaluated based on features, user-friendliness, reliability, and overall value, ensuring they address the unique needs of modern insurance agents, whether independent, multi-line, or focused on specific product lines.
Comparison Table
This comparison table outlines top Insurance Agent Management Software tools, including Applied Epic, AMS360, HawkSoft, EZLynx, AgencyBloc, and more, to assist in evaluating options. Readers will gain insights into key features, usability, and performance to find the best fit for their agency's workflow and client management needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Applied Epic Comprehensive enterprise agency management system for automating workflows, policy management, and client servicing in insurance agencies. | enterprise | 9.4/10 | 9.7/10 | 8.2/10 | 8.8/10 |
| 2 | AMS360 Robust agency management software providing policy administration, billing, and reporting for property and casualty insurance agents. | enterprise | 8.8/10 | 9.4/10 | 7.2/10 | 8.0/10 |
| 3 | HawkSoft Full-featured agency management platform with advanced automation, imaging, and integration for independent insurance agencies. | enterprise | 9.1/10 | 9.5/10 | 8.2/10 | 8.7/10 |
| 4 | EZLynx Integrated management and comparative rating system streamlining quoting, policy management, and client communications for agents. | enterprise | 8.4/10 | 9.2/10 | 7.8/10 | 8.0/10 |
| 5 | AgencyBloc CRM and workflow automation tool designed specifically for health, life, and Medicare insurance agencies. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 6 | NowCerts Cloud-based agency management software offering policy tracking, ACORD forms, and digital signatures for modern insurance operations. | specialized | 8.4/10 | 8.7/10 | 9.1/10 | 7.9/10 |
| 7 | BindHQ Agency management platform focused on commercial lines with submission tracking, bordereaux, and carrier portals. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 8 | InsuredMine Affordable CRM and agency management solution for lead nurturing, policy servicing, and commission tracking in small to mid-size agencies. | specialized | 8.4/10 | 8.5/10 | 8.8/10 | 9.1/10 |
| 9 | QQ Catalyst Agency management system providing policy management, accounting, and producer tools for independent insurance agencies. | enterprise | 8.1/10 | 8.5/10 | 7.4/10 | 8.0/10 |
| 10 | Ebix SmartOffice Insurance CRM and agency management software supporting sales automation, client portals, and multi-line policy handling. | enterprise | 7.6/10 | 8.4/10 | 6.8/10 | 7.2/10 |
Comprehensive enterprise agency management system for automating workflows, policy management, and client servicing in insurance agencies.
Robust agency management software providing policy administration, billing, and reporting for property and casualty insurance agents.
Full-featured agency management platform with advanced automation, imaging, and integration for independent insurance agencies.
Integrated management and comparative rating system streamlining quoting, policy management, and client communications for agents.
CRM and workflow automation tool designed specifically for health, life, and Medicare insurance agencies.
Cloud-based agency management software offering policy tracking, ACORD forms, and digital signatures for modern insurance operations.
Agency management platform focused on commercial lines with submission tracking, bordereaux, and carrier portals.
Affordable CRM and agency management solution for lead nurturing, policy servicing, and commission tracking in small to mid-size agencies.
Agency management system providing policy management, accounting, and producer tools for independent insurance agencies.
Insurance CRM and agency management software supporting sales automation, client portals, and multi-line policy handling.
Applied Epic
enterpriseComprehensive enterprise agency management system for automating workflows, policy management, and client servicing in insurance agencies.
Seamless real-time connectivity with over 500 carriers through the Applied Connected platform for instant quoting and policy downloads
Applied Epic is a comprehensive cloud-based agency management system (AMS) tailored for insurance agencies and brokerages, centralizing client management, policy administration, billing, accounting, and reporting. It automates workflows, facilitates seamless integrations with over 500 carriers, and provides real-time data access via mobile and web portals. Designed to scale with growing agencies, it enhances operational efficiency and compliance while supporting data-driven decision-making.
Pros
- Extensive feature set including automation, document management, and analytics
- Robust integrations with major carriers and third-party tools for streamlined operations
- Scalable architecture suitable for agencies of all sizes with strong security and compliance
Cons
- Steep learning curve and lengthy implementation process
- High cost that may not suit very small agencies
- Occasional performance lags with very large datasets
Best For
Mid-sized to large independent insurance agencies needing a scalable, enterprise-grade AMS with deep carrier connectivity.
Pricing
Custom quote-based pricing, typically $5,000+ per month for mid-sized agencies based on users, revenue, and modules.
AMS360
enterpriseRobust agency management software providing policy administration, billing, and reporting for property and casualty insurance agents.
Unmatched carrier download and integration capabilities for automated policy updates across multiple lines of business
AMS360 by Vertafore is a comprehensive agency management system (AMS) tailored for insurance agencies, centralizing policy administration, client data, billing, claims processing, and accounting in one platform. It supports commercial, personal, and employee benefits lines with automated workflows, document management, and robust reporting tools. Designed for scalability, it integrates seamlessly with over 300 carriers and third-party applications to enhance operational efficiency.
Pros
- Deep integrations with 300+ carriers for real-time data exchange
- All-in-one functionality covering policy management, accounting, and CRM
- Powerful automation and customizable workflows for high-volume agencies
Cons
- Steep learning curve requiring extensive training
- Clunky, outdated interface in some modules
- High costs with lengthy implementation timelines
Best For
Mid-sized to large independent insurance agencies needing enterprise-grade scalability and carrier connectivity.
Pricing
Custom quote-based pricing; typically $5,000+ per month for mid-sized agencies, plus implementation fees.
HawkSoft
enterpriseFull-featured agency management platform with advanced automation, imaging, and integration for independent insurance agencies.
HawkSoft Rater: Real-time comparative quoting across hundreds of carriers directly within the AMS
HawkSoft is a robust agency management system (AMS) tailored for independent property and casualty insurance agencies, providing end-to-end tools for client management, policy administration, accounting, and billing. It excels in comparative rating, document imaging, and automation workflows to streamline daily operations. With strong carrier integrations and customizable reporting, it supports agencies in delivering efficient service to clients.
Pros
- Extensive integrations with over 300 carriers for seamless comparative rating
- Powerful automation tools like RoundTrip for workflow efficiency
- Top-tier customer support and training resources
Cons
- Primarily desktop-based with limited cloud mobility compared to competitors
- Steeper learning curve for new users due to depth of features
- Pricing can be higher for smaller agencies
Best For
Mid-sized independent P&C insurance agencies seeking comprehensive automation and carrier integrations.
Pricing
Quote-based subscription starting at around $150-$300 per user/month, scaling with users and add-ons.
EZLynx
enterpriseIntegrated management and comparative rating system streamlining quoting, policy management, and client communications for agents.
Comparative Rater that delivers real-time quotes from over 300 carriers in one interface
EZLynx is a comprehensive insurance agency management system (AMS) designed to streamline operations for independent agents and brokers. It offers tools for comparative rating across hundreds of carriers, client relationship management (CRM), policy tracking, automated workflows, and marketing automation. The platform integrates quoting, servicing, renewals, and reporting into a single dashboard, reducing manual data entry and improving efficiency.
Pros
- Powerful comparative rater with 300+ carrier integrations for quick side-by-side quotes
- All-in-one AMS with CRM, document management, and automated workflows
- Robust reporting and analytics for agency performance insights
Cons
- Steep learning curve for new users due to extensive features
- Pricing can be high for small agencies with modular add-ons
- User interface feels somewhat dated compared to modern competitors
Best For
Mid-sized independent insurance agencies needing advanced quoting and integrated management tools.
Pricing
Quote-based pricing starting at around $150 per user per month, with additional costs for modules like advanced rating or CRM.
AgencyBloc
specializedCRM and workflow automation tool designed specifically for health, life, and Medicare insurance agencies.
Hierarchical commission tracking that automatically handles splits, overrides, and multi-level payouts
AgencyBloc is a specialized CRM and agency management software tailored for life and health insurance agencies, particularly those in the senior market. It provides tools for client management, sales automation, compliance tracking, commission calculations, and Medicare enrollments. The platform emphasizes streamlining agency operations while ensuring regulatory adherence and improving agent productivity.
Pros
- Advanced commission tracking with hierarchy and automation
- Strong compliance and licensing management tools
- Integrated enrollment center for Medicare Advantage/Part D
Cons
- Higher cost may deter very small agencies
- Initial setup and learning curve for full utilization
- Primarily focused on life/health insurance, less versatile for P&C
Best For
Mid-sized independent life and health insurance agencies serving senior clients who need robust commission, compliance, and enrollment capabilities.
Pricing
Starts at $125/user/month for Growth plan; Professional at $175/user/month; custom Enterprise pricing available.
NowCerts
specializedCloud-based agency management software offering policy tracking, ACORD forms, and digital signatures for modern insurance operations.
Automated COI lifecycle management with real-time tracking, delivery, and renewal reminders
NowCerts is a cloud-based agency management system designed specifically for insurance agents, with a strong emphasis on automating certificates of insurance (COIs), ACORD forms, invoicing, and policy management. It streamlines workflows through features like real-time COI tracking, automated renewals, e-signatures, and client portals. The platform also supports payments, carrier integrations, and a mobile app for on-the-go access, making it ideal for agencies focused on compliance and efficiency.
Pros
- Exceptional certificate management with automated tracking and renewals
- Intuitive, user-friendly interface and robust mobile app
- Strong integrations with carriers, QuickBooks, and payment processors
Cons
- Limited advanced reporting and analytics compared to enterprise competitors
- Pricing can be steep for very small agencies without high COI volume
- Some customization options require higher-tier plans or add-ons
Best For
Mid-sized insurance agencies handling high volumes of certificates of insurance who prioritize automation and compliance over full-scale accounting.
Pricing
Starts at $49/user/month for basic plans, scaling to $99+/user/month for premium features; custom enterprise pricing available.
BindHQ
specializedAgency management platform focused on commercial lines with submission tracking, bordereaux, and carrier portals.
One-Click Multi-Carrier Quoting from 40+ markets
BindHQ is a specialized insurance agent management platform focused on commercial lines, enabling one-click quoting from over 40 carriers to streamline the submission, quoting, and binding process. It offers tools for managing client pipelines, document automation, and agency workflows, integrating seamlessly with popular agency management systems like EZLynx and Applied Epic. Designed to boost producer efficiency and close rates, it's particularly strong in automating repetitive tasks for busy insurance agencies.
Pros
- Instant multi-carrier quoting reduces turnaround time dramatically
- Deep integrations with AMS and carrier portals for seamless workflows
- Comprehensive pipeline management and analytics for better sales tracking
Cons
- Limited functionality for personal lines insurance
- Steep initial learning curve for non-tech-savvy users
- Pricing can be high for very small agencies
Best For
Mid-sized commercial insurance agencies looking to automate quoting and binding to scale operations efficiently.
Pricing
Starts at $125 per user per month for Essential plan; Pro and Enterprise tiers range from $200-$500/user/month with custom quoting.
InsuredMine
specializedAffordable CRM and agency management solution for lead nurturing, policy servicing, and commission tracking in small to mid-size agencies.
Seamless real-time policy downloads and management directly from 100+ carrier integrations
InsuredMine is a cloud-based CRM and agency management software tailored for insurance agents and brokers, offering tools for client relationship management, policy tracking, automated quoting, and task workflows. It provides mobile accessibility, carrier integrations, and sales automation to streamline operations for independent agencies. The platform emphasizes ease of use and affordability, making it suitable for small to mid-sized teams handling personal and commercial lines.
Pros
- Affordable pricing with strong ROI for small agencies
- Intuitive mobile app for on-the-go access
- Robust automation for quoting and renewals
Cons
- Limited advanced analytics and reporting compared to enterprise tools
- Integrations with some carriers require setup tweaks
- Occasional performance lags during peak usage
Best For
Small to mid-sized independent insurance agencies looking for a cost-effective, user-friendly CRM without complex enterprise features.
Pricing
Starts at $99 per user/month for basic plans, scaling to $199+ for advanced features and enterprise custom pricing.
QQ Catalyst
enterpriseAgency management system providing policy management, accounting, and producer tools for independent insurance agencies.
The Download Center for seamless, automated retrieval of policy documents and data from over 300 carriers.
QQ Catalyst is a comprehensive agency management system (AMS) tailored for independent insurance agencies, offering tools for client management, policy tracking, quoting, claims processing, and accounting. It features strong carrier integrations for automated policy downloads and real-time data exchange, along with workflow automation and reporting capabilities. The software supports multi-line insurance operations and helps streamline daily agency tasks to improve efficiency and compliance.
Pros
- Robust carrier integrations and automated download center
- Comprehensive policy and client management tools
- Reliable reporting and compliance features
Cons
- Outdated user interface compared to modern cloud-based competitors
- Limited native mobile app support
- Steeper learning curve for new users
Best For
Mid-sized independent insurance agencies seeking a dependable, on-premise or hosted AMS with strong carrier connectivity.
Pricing
Custom pricing based on agency size, users, and modules; typically $50-$150 per user/month with implementation fees.
Ebix SmartOffice
enterpriseInsurance CRM and agency management software supporting sales automation, client portals, and multi-line policy handling.
Advanced carrier-neutral quoting engine with real-time data exchange via Ebix Exchange
Ebix SmartOffice is a robust agency management system tailored for insurance brokers and agencies, providing CRM, policy administration, quoting, enrollment, and compliance tools. It supports multi-line insurance operations with features like household management, document storage, and workflow automation. The platform emphasizes carrier integrations and producer productivity to streamline daily operations.
Pros
- Deep integrations with over 200 carriers for seamless quoting and enrollment
- Comprehensive CRM with householding and relationship mapping
- Strong compliance and reporting tools for regulatory adherence
Cons
- Dated user interface that can feel clunky
- Steep learning curve for new users
- Pricing lacks transparency and can be costly for smaller agencies
Best For
Mid-sized independent insurance agencies needing extensive carrier connectivity and full-suite management capabilities.
Pricing
Custom enterprise pricing, typically $100-$200 per user/month depending on modules and volume; quotes required.
Conclusion
Evaluating the ten top insurance agent management software tools highlights solutions tailored to diverse needs, with the top three standing out—Applied Epic leading as the most comprehensive choice, streamlining workflows, policy management, and client servicing. AMS360 and HawkSoft follow as strong alternatives, offering robust options for property and casualty and independent agencies, ensuring nearly every use case finds a fit. Ultimately, while specific priorities may guide selection, Applied Epic clearly emerges as the top pick for those seeking a well-rounded, enterprise-level system.
Don’t let inefficiencies hold your agency back—explore Applied Epic today and experience why it’s recognized as the best in the field.
Tools Reviewed
All tools were independently evaluated for this comparison