Quick Overview
- 1#1: Applied Epic - Comprehensive end-to-end agency management system for property and casualty insurance brokers handling policies, billing, claims, and client relationships.
- 2#2: HawkSoft - Robust agency management software tailored for independent insurance brokers with policy management, accounting, and automation features.
- 3#3: AMS360 - Full-featured management platform for insurance agencies supporting policy administration, customer service, and producer tools.
- 4#4: EZLynx - Integrated quoting, rating, and agency management system streamlining carrier connections and client workflows for brokers.
- 5#5: AgencyBloc - CRM and sales automation software designed for health and life insurance brokers to manage leads, enrollments, and compliance.
- 6#6: NowCerts - Cloud-based agency management tool with ACORD forms, payments, and digital workflows for modern insurance brokers.
- 7#7: BindHQ - Wholesale and brokerage platform automating submissions, binding, and bordereaux for insurance brokers.
- 8#8: Insly - Cloud-native insurance management software for brokers offering policy issuance, renewals, and claims handling.
- 9#9: QQ Catalyst - Brokerage management system providing accounting, commissions, and policy tracking for insurance intermediaries.
- 10#10: RiskWrite - Digital brokerage platform for commercial lines insurance with tools for placements, renewals, and client servicing.
Tools were ranked based on a blend of feature breadth—including policy administration, claims handling, and compliance—user experience, reliability, and value, ensuring they deliver tangible benefits across diverse brokerage needs.
Comparison Table
Managing an insurance brokerage requires tailored tools, and this comparison table simplifies the choice by examining key software options—including Applied Epic, HawkSoft, AMS360, EZLynx, AgencyBloc, and more—so readers can identify which solution aligns with their operational needs, feature priorities, and scalability goals.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Applied Epic Comprehensive end-to-end agency management system for property and casualty insurance brokers handling policies, billing, claims, and client relationships. | enterprise | 9.4/10 | 9.7/10 | 8.2/10 | 8.9/10 |
| 2 | HawkSoft Robust agency management software tailored for independent insurance brokers with policy management, accounting, and automation features. | enterprise | 9.1/10 | 9.4/10 | 8.2/10 | 8.7/10 |
| 3 | AMS360 Full-featured management platform for insurance agencies supporting policy administration, customer service, and producer tools. | enterprise | 8.4/10 | 9.2/10 | 6.8/10 | 7.6/10 |
| 4 | EZLynx Integrated quoting, rating, and agency management system streamlining carrier connections and client workflows for brokers. | enterprise | 8.7/10 | 9.2/10 | 8.0/10 | 8.3/10 |
| 5 | AgencyBloc CRM and sales automation software designed for health and life insurance brokers to manage leads, enrollments, and compliance. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 6 | NowCerts Cloud-based agency management tool with ACORD forms, payments, and digital workflows for modern insurance brokers. | specialized | 8.6/10 | 8.4/10 | 9.2/10 | 8.9/10 |
| 7 | BindHQ Wholesale and brokerage platform automating submissions, binding, and bordereaux for insurance brokers. | specialized | 8.1/10 | 8.4/10 | 8.3/10 | 7.8/10 |
| 8 | Insly Cloud-native insurance management software for brokers offering policy issuance, renewals, and claims handling. | specialized | 8.2/10 | 8.5/10 | 8.0/10 | 8.1/10 |
| 9 | QQ Catalyst Brokerage management system providing accounting, commissions, and policy tracking for insurance intermediaries. | enterprise | 8.1/10 | 8.5/10 | 8.0/10 | 7.7/10 |
| 10 | RiskWrite Digital brokerage platform for commercial lines insurance with tools for placements, renewals, and client servicing. | specialized | 8.1/10 | 8.5/10 | 8.0/10 | 7.7/10 |
Comprehensive end-to-end agency management system for property and casualty insurance brokers handling policies, billing, claims, and client relationships.
Robust agency management software tailored for independent insurance brokers with policy management, accounting, and automation features.
Full-featured management platform for insurance agencies supporting policy administration, customer service, and producer tools.
Integrated quoting, rating, and agency management system streamlining carrier connections and client workflows for brokers.
CRM and sales automation software designed for health and life insurance brokers to manage leads, enrollments, and compliance.
Cloud-based agency management tool with ACORD forms, payments, and digital workflows for modern insurance brokers.
Wholesale and brokerage platform automating submissions, binding, and bordereaux for insurance brokers.
Cloud-native insurance management software for brokers offering policy issuance, renewals, and claims handling.
Brokerage management system providing accounting, commissions, and policy tracking for insurance intermediaries.
Digital brokerage platform for commercial lines insurance with tools for placements, renewals, and client servicing.
Applied Epic
enterpriseComprehensive end-to-end agency management system for property and casualty insurance brokers handling policies, billing, claims, and client relationships.
Epic Connect, enabling real-time, automated policy downloads and exchanges with hundreds of carriers.
Applied Epic is a comprehensive cloud-based agency management system (AMS) from Applied Systems, tailored for insurance brokers and agencies to manage the entire client lifecycle. It handles policy administration, quoting, billing, CRM, claims management, and reporting in a unified platform. Known for its scalability and deep carrier integrations, it supports multi-line insurance operations and drives efficiency through automation and analytics.
Pros
- Extensive integrations with over 500 carriers for seamless quoting and policy downloads
- Robust automation, AI-driven insights, and customizable workflows
- Scalable for growing brokerages with strong reporting and compliance tools
Cons
- Steep learning curve due to its comprehensive and complex interface
- High implementation time and costs
- Premium pricing may not suit very small agencies
Best For
Mid-to-large insurance brokerages needing a scalable, enterprise-grade platform with deep industry integrations.
Pricing
Custom subscription pricing based on agency size, users, and modules; typically starts at $5,000+ per month for mid-sized firms with per-user fees around $100-200.
HawkSoft
enterpriseRobust agency management software tailored for independent insurance brokers with policy management, accounting, and automation features.
Download Center for seamless, automated policy retrieval and imaging from 300+ carriers
HawkSoft is a robust agency management software tailored for independent insurance brokers and agencies, providing end-to-end tools for policy management, client tracking, accounting, and carrier communications. It excels in automating workflows like policy downloads from over 300 carriers, generating comparative ratings, and producing detailed reports for compliance and business insights. With both desktop and mobile apps, it supports efficient operations for agencies handling personal and commercial lines.
Pros
- Extensive carrier integrations with automated policy downloads
- Powerful reporting and analytics for informed decision-making
- Reliable customer support and regular updates
Cons
- Steep learning curve for new users due to feature depth
- Desktop-heavy interface feels dated compared to modern web apps
- Pricing can be high for smaller agencies
Best For
Mid-sized independent insurance agencies seeking comprehensive, carrier-integrated management without needing extensive customization.
Pricing
Quote-based pricing starting around $150-250 per user/month, with modules and agency size influencing total cost; no public tiers.
AMS360
enterpriseFull-featured management platform for insurance agencies supporting policy administration, customer service, and producer tools.
Advanced Policy Download Center enabling automated, real-time policy data retrieval from hundreds of carriers
AMS360 by Vertafore is a robust agency management system (AMS) tailored for insurance brokers and independent agencies, centralizing policy management, client servicing, billing, accounting, and reporting. It excels in automating workflows like policy downloads from carriers, claims tracking, and producer commissions. Designed for scalability, it supports agencies of varying sizes with modular add-ons for enhanced functionality.
Pros
- Deep integrations with over 300 carriers for seamless policy downloads and data exchange
- Comprehensive reporting and automation tools for efficient back-office operations
- Scalable architecture suitable for growing agencies with modular expansions
Cons
- Steep learning curve and outdated user interface requiring extensive training
- High implementation and ongoing costs with custom quoting
- Limited native mobile app functionality, relying on web access
Best For
Mid-to-large insurance brokerages seeking powerful, carrier-integrated management for complex operations.
Pricing
Custom quote-based pricing, typically $150-$300 per user/month plus one-time implementation fees starting at $10,000+.
EZLynx
enterpriseIntegrated quoting, rating, and agency management system streamlining carrier connections and client workflows for brokers.
Comparative Rater enabling simultaneous quotes from 400+ carriers across multiple lines
EZLynx is a robust insurance agency management software platform designed for brokers, offering comparative rating across hundreds of carriers for personal, commercial, and employee benefits lines. It integrates agency management system (AMS) features like policy tracking, client portals, marketing automation, and compliance tools to streamline operations. The solution emphasizes efficiency in quoting, renewals, and client servicing, making it a go-to for agencies handling diverse insurance portfolios.
Pros
- Powerful comparative rater supporting 400+ carriers for fast multi-line quoting
- Comprehensive AMS with automation for workflows, task management, and reporting
- Strong integrations, mobile app, and client portal for accessibility
Cons
- Higher pricing tier may deter small agencies
- Steep learning curve for full feature utilization
- Occasional reports of support delays and UI glitches
Best For
Mid-sized insurance brokerages needing advanced comparative rating and integrated management tools.
Pricing
Quote-based pricing; typically $150-$300 per user/month based on agency size, modules, and carrier access.
AgencyBloc
specializedCRM and sales automation software designed for health and life insurance brokers to manage leads, enrollments, and compliance.
Integrated Enrollment Center for streamlined client onboarding and carrier submissions
AgencyBloc is a CRM and agency management platform tailored for life, health, and Medicare insurance brokers, offering tools for client management, enrollment processing, commission tracking, and compliance. It automates administrative tasks like renewals, reporting, and carrier integrations while maintaining HIPAA compliance. The software helps agencies streamline operations, improve client retention, and scale efficiently.
Pros
- Highly specialized for life/health insurance with enrollment and commission modules
- HIPAA-compliant and secure for sensitive client data
- Strong reporting and automation for renewals and workflows
Cons
- Pricing escalates quickly for advanced features and larger teams
- Limited customization compared to enterprise-level competitors
- Fewer integrations with non-health carriers
Best For
Small to mid-sized life, health, and Medicare insurance agencies seeking compliant CRM and enrollment tools.
Pricing
Starts at $49/user/month (Core), $79/user/month (Advanced), with custom Enterprise pricing.
NowCerts
specializedCloud-based agency management tool with ACORD forms, payments, and digital workflows for modern insurance brokers.
Real-time automated policy downloads from 300+ carriers, eliminating manual data entry.
NowCerts is a cloud-based agency management system (AMS) designed specifically for independent insurance brokers and agencies, automating key workflows like policy management, client tracking, billing, and commissions. It excels in real-time policy downloads from over 300 carriers, seamless integrations with payment processors, and a robust client portal for self-service. The platform emphasizes mobility with a native app and straightforward reporting to streamline daily operations for growing agencies.
Pros
- Intuitive interface with quick onboarding and minimal training required
- Automated real-time policy downloads and billing save significant time
- Affordable pricing with strong value for small to mid-sized agencies
Cons
- Reporting tools lack advanced customization compared to enterprise solutions
- Limited scalability for very large agencies with complex needs
- Customer support can have variable response times during peak periods
Best For
Small to mid-sized independent insurance agencies seeking an affordable, user-friendly AMS with strong automation for policy and billing management.
Pricing
Starts at $75 per user per month (billed annually), with additional transaction fees for billing and downloads; custom enterprise pricing available.
BindHQ
specializedWholesale and brokerage platform automating submissions, binding, and bordereaux for insurance brokers.
Bind Rooms for real-time, collaborative policy negotiations with carriers and underwriters
BindHQ is a cloud-based insurance broker management platform designed specifically for commercial lines brokers, MGAs, and wholesalers to streamline submission management, quoting, and policy binding. It automates workflows from intake to issuance, featuring real-time carrier collaboration, e-signatures, and integrations with major agency management systems like AMS360 and EZLynx. The software emphasizes speed and efficiency, helping brokers reduce bind times and manual errors while providing tools for task automation and reporting.
Pros
- Robust submission and binding automation accelerates policy placement
- Seamless integrations with carriers and AMS platforms
- Intuitive interface with real-time collaboration tools
Cons
- Limited advanced CRM and client servicing depth compared to full-suite competitors
- Reporting and analytics could be more customizable
- Pricing lacks transparency and may be higher for smaller agencies
Best For
Mid-sized commercial insurance brokers and MGAs prioritizing fast bind times and workflow automation over comprehensive CRM.
Pricing
Custom subscription pricing starting at around $150/user/month, scaled by users, volume, and features; contact for quote.
Insly
specializedCloud-native insurance management software for brokers offering policy issuance, renewals, and claims handling.
Broker-specific client portal with self-service policy management and digital document signing
Insly is a cloud-based insurance management platform tailored for brokers, insurers, and MGAs, providing end-to-end automation for policy administration, client management, claims processing, and billing. It supports multi-channel distribution, seamless integrations with over 100 insurance carriers, and compliance with European regulations like IDD and GDPR. The software features a user-friendly interface, mobile app, and client self-service portal to enhance operational efficiency and customer experience.
Pros
- Comprehensive all-in-one toolkit covering policies, claims, billing, and reporting
- Strong carrier integrations and automation for renewals/endorsements
- Multi-language, multi-currency support ideal for international brokers
Cons
- Pricing scales quickly for smaller teams
- Steeper learning curve for advanced customizations
- Primarily optimized for European markets with limited US focus
Best For
Mid-sized insurance brokers in Europe needing scalable automation and carrier integrations.
Pricing
Custom subscription pricing starting at ~€99/user/month, based on users, modules, and carrier integrations.
QQ Catalyst
enterpriseBrokerage management system providing accounting, commissions, and policy tracking for insurance intermediaries.
Real-time comparative rater and quoting engine integrated directly with major insurers
QQ Catalyst is a cloud-based agency management software tailored for insurance brokers, offering end-to-end tools for client management, policy tracking, quoting, billing, and claims processing. It features seamless integrations with major Canadian insurance carriers and provides mobile access for on-the-go productivity. The platform emphasizes automation and reporting to help brokers streamline operations and improve efficiency.
Pros
- Robust integrations with over 50 Canadian carriers
- Comprehensive policy and client management tools
- Strong automation and workflow features
Cons
- Pricing can be high for smaller agencies
- Primarily focused on Canadian market
- Steep initial learning curve for advanced features
Best For
Mid-sized insurance brokerages in Canada seeking a scalable, all-in-one management solution with deep carrier integrations.
Pricing
Custom subscription pricing starting around $150/user/month, depending on users, modules, and customizations; contact for quote.
RiskWrite
specializedDigital brokerage platform for commercial lines insurance with tools for placements, renewals, and client servicing.
AI-driven Renewal Engine that automates 80% of renewal data capture and submission
RiskWrite is a cloud-based insurance brokerage management platform tailored for commercial lines brokers, automating key workflows like client onboarding, policy placement, renewals, and servicing. It provides a digital client portal for self-service, robust data analytics, and seamless integrations with insurer systems to reduce manual data entry. The software emphasizes efficiency and compliance, helping brokers scale operations without adding headcount.
Pros
- Advanced workflow automation for renewals and placements
- User-friendly client portal enhancing broker-client engagement
- Strong analytics and reporting for data-driven decisions
Cons
- Pricing lacks transparency and can be premium for smaller firms
- Limited customization options compared to enterprise solutions
- Steeper learning curve for non-tech-savvy users during onboarding
Best For
Mid-sized commercial insurance brokers seeking to automate operations and improve client retention without complex implementations.
Pricing
Custom subscription pricing based on users and modules; typically starts at $100-200 per user/month, with enterprise quotes required.
Conclusion
Among the reviewed tools, Applied Epic shines as the top choice, offering a comprehensive end-to-end system for property and casualty brokers covering policies, billing, claims, and client relationships. HawkSoft and AMS360 follow closely, with HawkSoft tailored for independent brokers and AMS360 providing full-featured support, ensuring strong alternatives for varied needs.
To optimize your brokerage operations, begin with Applied Epic—its integrated tools are designed to streamline workflows and enhance client management, setting a new standard for efficiency.
Tools Reviewed
All tools were independently evaluated for this comparison