Quick Overview
- 1#1: HawkSoft - Comprehensive agency management system providing policy management, accounting, and client tracking for independent insurance agents.
- 2#2: EZLynx - Integrated platform for insurance quoting, comparative rating, CRM, and agency automation tailored for property and casualty agents.
- 3#3: Applied Epic - Enterprise-level insurance agency management software with advanced workflow, document management, and carrier connectivity.
- 4#4: Vertafore AMS360 - Robust agency management solution offering policy administration, billing, and reporting for mid-sized insurance agencies.
- 5#5: AgencyBloc - CRM and sales automation platform designed specifically for life and health insurance agencies with quoting and enrollment tools.
- 6#6: NowCerts - Cloud-based insurance management software streamlining certificates, policies, billing, and ACORD forms for agents.
- 7#7: Shape Software - All-in-one quoting engine and CRM for insurance agents supporting multi-carrier comparisons and lead management.
- 8#8: Jenesis Software - Affordable agency management system for P&C insurance with policy tracking, invoicing, and commission management.
- 9#9: BindHQ - Wholesale and MGA-focused platform for binding submissions, policy issuance, and bordereaux reporting.
- 10#10: Insly - Brokerage management system automating policy lifecycle, claims, and renewals for international insurance agents.
Tools were selected based on core functionality, user-friendliness, reliability, and value, with a focus on meeting the unique demands of P&C, life/health, wholesale, and other insurance specializations.
Comparison Table
Insurance agents rely on specialized software to manage workflows, clients, and policies effectively, and this comparison table evaluates top tools like HawkSoft, EZLynx, Applied Epic, Vertafore AMS360, AgencyBloc, and more. It highlights key features, usability, and functionality to help readers identify the software that best fits their agency’s operational needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | HawkSoft Comprehensive agency management system providing policy management, accounting, and client tracking for independent insurance agents. | enterprise | 9.7/10 | 9.9/10 | 8.4/10 | 9.2/10 |
| 2 | EZLynx Integrated platform for insurance quoting, comparative rating, CRM, and agency automation tailored for property and casualty agents. | specialized | 9.2/10 | 9.5/10 | 8.7/10 | 9.0/10 |
| 3 | Applied Epic Enterprise-level insurance agency management software with advanced workflow, document management, and carrier connectivity. | enterprise | 9.2/10 | 9.6/10 | 8.1/10 | 8.7/10 |
| 4 | Vertafore AMS360 Robust agency management solution offering policy administration, billing, and reporting for mid-sized insurance agencies. | enterprise | 8.2/10 | 9.1/10 | 6.8/10 | 7.4/10 |
| 5 | AgencyBloc CRM and sales automation platform designed specifically for life and health insurance agencies with quoting and enrollment tools. | specialized | 8.2/10 | 8.7/10 | 8.0/10 | 7.8/10 |
| 6 | NowCerts Cloud-based insurance management software streamlining certificates, policies, billing, and ACORD forms for agents. | specialized | 8.6/10 | 8.8/10 | 9.2/10 | 8.3/10 |
| 7 | Shape Software All-in-one quoting engine and CRM for insurance agents supporting multi-carrier comparisons and lead management. | specialized | 8.3/10 | 8.5/10 | 8.7/10 | 8.0/10 |
| 8 | Jenesis Software Affordable agency management system for P&C insurance with policy tracking, invoicing, and commission management. | specialized | 8.2/10 | 8.7/10 | 7.4/10 | 8.0/10 |
| 9 | BindHQ Wholesale and MGA-focused platform for binding submissions, policy issuance, and bordereaux reporting. | specialized | 8.4/10 | 9.2/10 | 8.3/10 | 7.9/10 |
| 10 | Insly Brokerage management system automating policy lifecycle, claims, and renewals for international insurance agents. | specialized | 7.8/10 | 8.3/10 | 7.4/10 | 7.5/10 |
Comprehensive agency management system providing policy management, accounting, and client tracking for independent insurance agents.
Integrated platform for insurance quoting, comparative rating, CRM, and agency automation tailored for property and casualty agents.
Enterprise-level insurance agency management software with advanced workflow, document management, and carrier connectivity.
Robust agency management solution offering policy administration, billing, and reporting for mid-sized insurance agencies.
CRM and sales automation platform designed specifically for life and health insurance agencies with quoting and enrollment tools.
Cloud-based insurance management software streamlining certificates, policies, billing, and ACORD forms for agents.
All-in-one quoting engine and CRM for insurance agents supporting multi-carrier comparisons and lead management.
Affordable agency management system for P&C insurance with policy tracking, invoicing, and commission management.
Wholesale and MGA-focused platform for binding submissions, policy issuance, and bordereaux reporting.
Brokerage management system automating policy lifecycle, claims, and renewals for international insurance agents.
HawkSoft
enterpriseComprehensive agency management system providing policy management, accounting, and client tracking for independent insurance agents.
HawkSoft Download Center, enabling automated, real-time policy downloads from over 200 carriers for unparalleled efficiency.
HawkSoft is a premier agency management software tailored for independent insurance agencies, offering comprehensive tools for policy management, client tracking, billing, accounting, and reporting across personal and commercial lines. It excels in automating workflows through its robust Download Center for direct carrier policy downloads and integrations. With strong emphasis on data security and customization, it supports agencies in streamlining operations and improving client service.
Pros
- Exceptional depth in policy management and carrier integrations via the Download Center
- Outstanding customer support with dedicated implementation teams
- Powerful reporting and customization options for complex agency needs
Cons
- Desktop-based application lacks full cloud mobility
- Steep learning curve for new users due to extensive features
- Pricing can be premium for smaller agencies
Best For
Mid-sized to large independent insurance agencies handling diverse commercial and personal lines that require robust, reliable management tools.
Pricing
Custom quote-based pricing, typically $60-$150 per user per month depending on agency size and modules.
EZLynx
specializedIntegrated platform for insurance quoting, comparative rating, CRM, and agency automation tailored for property and casualty agents.
Comparative Rater with real-time quotes from 300+ carriers in one interface
EZLynx is a robust all-in-one insurance agency management system designed for independent agents and brokers, offering comparative quoting, policy management, CRM, and marketing automation. It enables real-time rating from over 300 carriers, streamlines workflows with automated renewals and endorsements, and provides tools for client portals and producer management. The platform integrates quoting, agency management (AMS), and sales enablement to help agencies grow efficiently.
Pros
- Extensive integrations with 300+ carriers for fast comparative quoting
- Comprehensive all-in-one platform combining AMS, CRM, and marketing tools
- Powerful automation for renewals, endorsements, and reporting
Cons
- Steep initial learning curve for full feature utilization
- Pricing can be high for very small agencies
- Some advanced customizations require vendor support
Best For
Mid-sized independent insurance agencies seeking an integrated solution for quoting, management, and business growth.
Pricing
Custom quote-based pricing; core modules start around $150-300 per user/month, with agency-wide plans available.
Applied Epic
enterpriseEnterprise-level insurance agency management software with advanced workflow, document management, and carrier connectivity.
Seamless comparative rating and quoting integrated across 500+ carriers via the Applied Connected Cloud ecosystem
Applied Epic is a comprehensive cloud-based agency management system (AMS) from Applied Systems, designed specifically for property & casualty insurance agencies. It streamlines the entire insurance lifecycle, from client onboarding and quoting to policy management, billing, claims tracking, and reporting. The platform supports both personal and commercial lines with robust automation, carrier integrations, and workflow tools to enhance agency efficiency and growth.
Pros
- Extensive carrier integrations and real-time data exchange
- Scalable for small to enterprise-level agencies
- Advanced workflow automation and reporting capabilities
Cons
- Steep learning curve and complex initial setup
- High customization and implementation costs
- Pricing lacks transparency with custom quotes only
Best For
Mid-sized to large insurance agencies seeking a robust, all-in-one platform for scaling operations and carrier connectivity.
Pricing
Custom subscription pricing based on users and agency size; typically $150+ per user/month plus one-time implementation fees starting at $10,000+.
Vertafore AMS360
enterpriseRobust agency management solution offering policy administration, billing, and reporting for mid-sized insurance agencies.
Automated policy download and comparative rating from 300+ carriers for rapid quoting and binding.
Vertafore AMS360 is a robust agency management system (AMS) tailored for insurance agencies, providing end-to-end automation for policy management, billing, claims processing, and client servicing. It integrates seamlessly with major carriers and accounting software, enabling efficient workflows and compliance tracking. Ideal for handling commercial, personal, and benefits lines, it supports multi-location agencies with scalable tools for reporting and analytics.
Pros
- Comprehensive feature set including policy download automation and advanced reporting
- Strong integrations with 300+ carriers and third-party tools
- High reliability and scalability for growing agencies
Cons
- Steep learning curve and complex interface requiring extensive training
- Dated user experience compared to modern cloud-native alternatives
- High implementation and ongoing costs
Best For
Mid-sized to large insurance agencies seeking a feature-rich, on-premise or hosted solution for complex operations across multiple lines of business.
Pricing
Custom pricing starting at $200-$500 per user/month, plus implementation fees; often totals $10K-$50K+ annually depending on agency size and modules.
AgencyBloc
specializedCRM and sales automation platform designed specifically for life and health insurance agencies with quoting and enrollment tools.
Enrollment Center for seamless, automated client enrollments and direct carrier submissions
AgencyBloc is a specialized CRM and agency management platform designed for insurance agencies, particularly those focused on Medicare, life, and senior health markets. It provides tools for client relationship management, automated quoting, enrollment processing, compliance tracking, and sales automation to streamline operations. The software emphasizes HIPAA compliance and carrier integrations to help agents manage leads, renewals, and client retention efficiently.
Pros
- Highly specialized for Medicare and life insurance workflows
- Strong HIPAA-compliant tools and carrier integrations
- Automated enrollment and quoting streamline sales processes
Cons
- Pricing is quote-based and can be expensive for small agencies
- Learning curve for advanced compliance features
- Limited flexibility for non-Medicare insurance types
Best For
Mid-sized insurance agencies specializing in Medicare and senior markets seeking an all-in-one CRM with compliance focus.
Pricing
Custom quote-based pricing; typically starts at $150/user/month for Growth plan, up to $300+/user/month for Enterprise with advanced features.
NowCerts
specializedCloud-based insurance management software streamlining certificates, policies, billing, and ACORD forms for agents.
One-click certificate issuance with instant email delivery and client portal access
NowCerts is a cloud-based insurance agency management platform designed specifically for independent agencies, excelling in automating certificates of insurance (COIs), ACORD forms, invoicing, and payments. It streamlines policy binding, client communications, and compliance tracking with mobile access and carrier integrations. Ideal for property & casualty lines, it reduces manual work and speeds up workflows for certificates and endorsements.
Pros
- Ultra-fast certificate issuance and delivery with e-signatures
- Automated ACORD form generation and carrier downloads
- Integrated payment processing and invoicing for quick collections
Cons
- Limited advanced CRM or comparative rating tools
- Integrations with some carriers require setup effort
- Higher tiers needed for full agency management features
Best For
Small to mid-sized independent P&C agencies prioritizing rapid certificate management and form automation over full-suite CRM.
Pricing
Starts at $49/user/month for Essentials plan; Professional at $79/user/month; Enterprise custom pricing.
Shape Software
specializedAll-in-one quoting engine and CRM for insurance agents supporting multi-carrier comparisons and lead management.
CarrierSync integrations with 100+ carriers for direct, real-time policy quoting and management without leaving the platform
Shape Software is a CRM platform specifically designed for insurance agencies, helping agents manage leads, clients, sales pipelines, and renewals through intuitive tools and automations. It features seamless integrations with over 100 insurance carriers for real-time quoting and policy servicing, along with email/SMS marketing and task automation. The mobile app and reporting dashboards provide on-the-go access and insights to boost productivity.
Pros
- Intuitive, modern interface with mobile app support
- Powerful no-code automations for emails, tasks, and renewals
- Extensive carrier integrations for streamlined quoting and servicing
Cons
- Higher pricing may not suit solo agents
- Advanced reporting lacks depth compared to enterprise tools
- Customization options require some initial setup time
Best For
Mid-sized insurance agencies seeking a user-friendly CRM with strong automation and carrier connectivity.
Pricing
Starts at $125/user/month (Pro plan, billed annually), with Enterprise tiers up to $250+/user/month; 14-day free trial available.
Jenesis Software
specializedAffordable agency management system for P&C insurance with policy tracking, invoicing, and commission management.
Advanced carrier interface for automated policy downloads and real-time updates from over 200 insurers
Jenesis Software offers a robust agency management system tailored for independent insurance agencies, handling client databases, policy tracking, automated billing, claims management, and detailed reporting. It supports both personal and commercial lines with strong carrier integrations for real-time downloads and endorsements. The platform emphasizes reliability and customization for mid-sized agencies seeking comprehensive workflow automation.
Pros
- Deep carrier integrations for seamless policy downloads
- Powerful reporting and customization tools
- Reliable on-premise and cloud deployment options
Cons
- Desktop-heavy interface less intuitive for mobile users
- Steeper learning curve for new users
- Higher cost for smaller agencies
Best For
Mid-sized independent insurance agencies needing robust, customizable management for personal and commercial lines.
Pricing
Starts at $99/user/month for core modules, with add-ons and enterprise plans up to $200+/user/month; perpetual licenses also available.
BindHQ
specializedWholesale and MGA-focused platform for binding submissions, policy issuance, and bordereaux reporting.
Ultra-fast comparative quoting engine delivering side-by-side carrier options in under 30 seconds
BindHQ is a cloud-based insurance agency platform specializing in automating the quoting, binding, and issuance of small commercial property & casualty policies. It connects agents to over 40 carriers for instant comparative quotes without needing multiple logins, streamlining the sales process from submission to binding. The software also includes tools for policy management, renewals, and basic agency workflow automation.
Pros
- Instant multi-carrier quoting from 40+ providers saves significant time
- Seamless binding and policy issuance workflow
- Strong integrations with popular agency management systems like EZLynx and AMS360
Cons
- Primarily focused on small commercial P&C lines, limited support for personal lines or complex risks
- Pricing can be steep for smaller agencies with low volume
- Reporting and analytics features are basic compared to full-suite competitors
Best For
Small to mid-sized independent agencies specializing in commercial insurance quoting and binding.
Pricing
Subscription starts at $99/user/month for basic plans, scaling to $250+/user/month for enterprise features; custom quotes available.
Insly
specializedBrokerage management system automating policy lifecycle, claims, and renewals for international insurance agents.
Seamless multi-insurer API integrations for automated quoting, binding, and renewals
Insly is a cloud-based insurance management platform tailored for brokers and agents, handling the full policy lifecycle from quoting and binding to renewals, claims, and billing. It features client portals, automated workflows, and extensive integrations with insurers and payment systems. Designed for scalability, it supports multi-company operations and provides robust reporting tools to streamline agency workflows.
Pros
- Comprehensive policy administration and claims management
- Strong API integrations with multiple insurers
- Customizable workflows and client self-service portal
Cons
- Pricing scales quickly for additional users and modules
- Moderate learning curve for advanced customizations
- Primarily optimized for European markets with limited US insurer support
Best For
Mid-sized insurance brokerages managing multiple carriers and seeking an all-in-one operational hub.
Pricing
Custom pricing starting at around €99/user/month for basic plans, with enterprise tiers based on users, modules, and integrations.
Conclusion
Evaluating the 10 tools reveals a landscape tailored to diverse agency needs, with HawkSoft leading as the top choice for its comprehensive suite of policy management, accounting, and client tracking. EZLynx stands strong for property and casualty agents with its integrated quoting and automation, while Applied Epic remains a key enterprise-level option for advanced workflows. Each tool addresses unique challenges, ensuring nearly every agency finds a fit.
Take the first step toward streamlined operations—explore HawkSoft to experience the efficiency and organization it offers for your agent workflow.
Tools Reviewed
All tools were independently evaluated for this comparison