Quick Overview
- 1#1: EZLynx - Provides a comprehensive insurance agency management system with comparative rating engines, client portals, and automated workflows for brokers.
- 2#2: Applied Epic - Offers a cloud-based enterprise platform for insurance brokerages with policy management, quoting, client portals, and integrations.
- 3#3: HawkSoft - Delivers robust agency management software featuring policy tracking, client portals, accounting, and carrier integrations for brokers.
- 4#4: AMS360 - Supplies a powerful agency management solution with policy administration, comparative rating, and secure client portals.
- 5#5: AgencyBloc - Specializes in insurance CRM with client portals, commission tracking, HIPAA compliance, and marketing automation for brokers.
- 6#6: NowCerts - Cloud-based insurance agency software with ACORD forms, payments, certificates, and broker-client portals.
- 7#7: Jenesis Software - Affordable brokerage management system supporting policy issuance, renewals, client portals, and multi-line insurance.
- 8#8: BindHQ - Wholesale insurance platform for MGAs and brokers with submission management, quoting, binding, and client portals.
- 9#9: Insly - Cloud-native insurance brokerage software with policy lifecycle management, quoting, and customizable client portals.
- 10#10: Bold Penguin - AI-powered digital quoting and distribution platform with broker portals for small commercial insurance lines.
Tools were ranked based on feature robustness, user experience, operational reliability, and overall value, ensuring alignment with the dynamic needs of insurance professionals.
Comparison Table
Insurance brokers needing reliable portal software will benefit from comparing leading tools; this table details EZLynx, Applied Epic, HawkSoft, AMS360, AgencyBloc and more, covering features, usability, and suitability for different business needs. Readers will gain clear insights to identify the best fit for their operational goals and workflow requirements.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | EZLynx Provides a comprehensive insurance agency management system with comparative rating engines, client portals, and automated workflows for brokers. | enterprise | 9.5/10 | 9.8/10 | 9.0/10 | 9.2/10 |
| 2 | Applied Epic Offers a cloud-based enterprise platform for insurance brokerages with policy management, quoting, client portals, and integrations. | enterprise | 9.1/10 | 9.5/10 | 7.4/10 | 8.2/10 |
| 3 | HawkSoft Delivers robust agency management software featuring policy tracking, client portals, accounting, and carrier integrations for brokers. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 8.5/10 |
| 4 | AMS360 Supplies a powerful agency management solution with policy administration, comparative rating, and secure client portals. | enterprise | 8.1/10 | 8.6/10 | 6.9/10 | 7.7/10 |
| 5 | AgencyBloc Specializes in insurance CRM with client portals, commission tracking, HIPAA compliance, and marketing automation for brokers. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.4/10 |
| 6 | NowCerts Cloud-based insurance agency software with ACORD forms, payments, certificates, and broker-client portals. | enterprise | 8.6/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 7 | Jenesis Software Affordable brokerage management system supporting policy issuance, renewals, client portals, and multi-line insurance. | specialized | 8.2/10 | 8.5/10 | 7.7/10 | 8.8/10 |
| 8 | BindHQ Wholesale insurance platform for MGAs and brokers with submission management, quoting, binding, and client portals. | specialized | 8.4/10 | 8.7/10 | 8.5/10 | 8.1/10 |
| 9 | Insly Cloud-native insurance brokerage software with policy lifecycle management, quoting, and customizable client portals. | enterprise | 8.2/10 | 8.5/10 | 8.0/10 | 7.8/10 |
| 10 | Bold Penguin AI-powered digital quoting and distribution platform with broker portals for small commercial insurance lines. | specialized | 7.8/10 | 8.3/10 | 8.6/10 | 7.4/10 |
Provides a comprehensive insurance agency management system with comparative rating engines, client portals, and automated workflows for brokers.
Offers a cloud-based enterprise platform for insurance brokerages with policy management, quoting, client portals, and integrations.
Delivers robust agency management software featuring policy tracking, client portals, accounting, and carrier integrations for brokers.
Supplies a powerful agency management solution with policy administration, comparative rating, and secure client portals.
Specializes in insurance CRM with client portals, commission tracking, HIPAA compliance, and marketing automation for brokers.
Cloud-based insurance agency software with ACORD forms, payments, certificates, and broker-client portals.
Affordable brokerage management system supporting policy issuance, renewals, client portals, and multi-line insurance.
Wholesale insurance platform for MGAs and brokers with submission management, quoting, binding, and client portals.
Cloud-native insurance brokerage software with policy lifecycle management, quoting, and customizable client portals.
AI-powered digital quoting and distribution platform with broker portals for small commercial insurance lines.
EZLynx
enterpriseProvides a comprehensive insurance agency management system with comparative rating engines, client portals, and automated workflows for brokers.
The industry-leading comparative rater that delivers side-by-side quotes from hundreds of carriers in seconds
EZLynx is a comprehensive insurance agency management system (AMS) designed specifically for insurance brokers, offering tools for comparative rating, policy management, client servicing, and agency automation. It integrates with over 300 carriers for real-time quoting across personal, commercial, and life/health lines, while providing a robust client portal for self-service policy access and payments. The platform also includes advanced reporting, mobile apps, and workflow automation to streamline operations and improve broker productivity.
Pros
- Multi-carrier comparative rater with 300+ integrations for fast quoting
- Powerful client portal with e-signatures and payment processing
- Extensive reporting and analytics for data-driven decisions
Cons
- Steep initial learning curve and setup time
- Pricing can be premium for smaller agencies
- Limited advanced customization without add-ons
Best For
Mid-to-large insurance brokerages needing a scalable, all-in-one portal for high-volume quoting and client management.
Pricing
Custom pricing based on agency size, users, and modules; typically $100-$300 per user/month with implementation fees.
Applied Epic
enterpriseOffers a cloud-based enterprise platform for insurance brokerages with policy management, quoting, client portals, and integrations.
Applied Epic Connect, enabling real-time, bidirectional data exchange with carriers via a standardized messaging framework.
Applied Epic is a comprehensive cloud-based agency management system (AMS) designed for insurance brokers, providing a centralized platform to manage client data, policies, quoting, billing, claims, and workflows. It includes robust broker and client portals for self-service access, real-time collaboration, and document management. The software excels in automating routine tasks and integrating with carriers to streamline operations for mid-to-large brokerages.
Pros
- Extensive carrier integrations (over 500) for seamless data exchange
- Powerful automation and workflow tools to reduce manual tasks
- Scalable architecture suitable for growing brokerages with enterprise-grade security
Cons
- Steep learning curve and complex interface for new users
- High implementation and customization costs
- Pricing can be opaque and expensive for smaller agencies
Best For
Mid-to-large insurance brokerages needing a feature-rich, scalable portal for complex operations and carrier connectivity.
Pricing
Custom subscription pricing based on agency size, users, and modules; typically starts at $15,000–$50,000+ annually with implementation fees.
HawkSoft
enterpriseDelivers robust agency management software featuring policy tracking, client portals, accounting, and carrier integrations for brokers.
HawkSoft Download Center for seamless, automated retrieval of policies and endorsements from over 200 carriers.
HawkSoft is a robust agency management system (AMS) tailored for independent insurance brokers and agencies, offering comprehensive tools for policy administration, client management, billing, and accounting. It features integrated client and producer portals that enable self-service access to policies, claims, and documents, streamlining broker-client interactions. The software excels in automation, carrier integrations, and customizable reporting to enhance operational efficiency.
Pros
- Deep carrier integrations and automated policy downloads
- Highly customizable workflows and reporting
- Strong client and producer portals for self-service
Cons
- Primarily desktop-based with limited native mobile support
- Steep learning curve for full feature utilization
- Pricing can be higher for smaller agencies
Best For
Mid-sized independent insurance agencies and brokers needing powerful, customizable tools for complex commercial lines management.
Pricing
Custom quotes starting around $150 per user per month, scaling with users, modules, and agency size.
AMS360
enterpriseSupplies a powerful agency management solution with policy administration, comparative rating, and secure client portals.
Automated policy downloading and integration with over 300 insurance carriers
AMS360 by Vertafore is a comprehensive agency management system tailored for insurance brokers, enabling efficient handling of policies, billing, client data, and workflows. It integrates with numerous carriers for automated downloads, supports document management via ImageRight, and provides robust reporting tools. While it includes portal features for client and broker access, it excels more as a backend solution for operational efficiency rather than a sleek, modern front-end portal.
Pros
- Deep carrier integrations for automated policy downloads from 300+ sources
- Powerful reporting and analytics for business insights
- Scalable for small to large brokerages with customizable workflows
Cons
- Steep learning curve and outdated user interface
- High implementation and customization costs
- Limited native mobile app functionality
Best For
Mid-sized insurance brokerages needing robust backend automation and carrier connectivity over intuitive client-facing portals.
Pricing
Custom enterprise pricing; typically $100-$300 per user/month plus setup fees starting at $10,000+ for mid-sized agencies.
AgencyBloc
specializedSpecializes in insurance CRM with client portals, commission tracking, HIPAA compliance, and marketing automation for brokers.
Household360 client organization, which groups family members and dependents for holistic policy management and cross-selling.
AgencyBloc is a specialized CRM and client portal platform tailored for insurance agencies, with a strong emphasis on Medicare, group benefits, and life insurance. It enables brokers to manage sales pipelines, client enrollments, compliance reporting, and service requests through a secure, self-service portal where policyholders can access policies, e-sign documents, and communicate directly. The software integrates with major carriers for quoting and enrollment, streamlining agency workflows and enhancing client retention.
Pros
- Deep insurance-specific features like Medicare enrollment centers and carrier integrations
- Robust client portal with e-signing and document management
- Advanced compliance and reporting tools (Clarity dashboard)
Cons
- Heavy focus on Medicare/group benefits limits versatility for P&C brokers
- Steeper learning curve for advanced customization
- Pricing can be premium for very small agencies
Best For
Medicare and group benefits agencies seeking a comprehensive broker portal for client self-service and compliance.
Pricing
Quote-based pricing starts at around $125/user/month for starter plans, scaling to $250+/user/month for enterprise with custom features.
NowCerts
enterpriseCloud-based insurance agency software with ACORD forms, payments, certificates, and broker-client portals.
Real-time API integrations with 300+ carriers for seamless quoting, binding, and policy downloads
NowCerts is a cloud-based insurance agency management system tailored for brokers, enabling streamlined quoting, policy management, billing, and client interactions through an intuitive portal. It supports real-time integrations with over 300 carriers for instant quoting and binding, reducing manual work. The platform includes a robust client self-service portal for policy access, payments, and certificates, enhancing broker efficiency and client satisfaction.
Pros
- Extensive integrations with 300+ carriers for real-time quoting and policy data
- User-friendly client portal with self-service options for payments and documents
- Strong automation tools for workflows, compliance, and ACORD form generation
Cons
- Pricing can be higher for small agencies compared to basic alternatives
- Steeper learning curve for advanced customization and reporting
- Limited built-in analytics depth without add-ons
Best For
Mid-sized insurance brokerages seeking scalable automation and extensive carrier connectivity.
Pricing
Custom quotes starting at ~$99/user/month; tiered plans (Essentials, Pro, Enterprise) with add-ons for advanced features.
Jenesis Software
specializedAffordable brokerage management system supporting policy issuance, renewals, client portals, and multi-line insurance.
Own Your Data Forever policy, allowing full data export and lifetime access even after canceling subscription
Jenesis Software offers a comprehensive agency management system designed specifically for independent insurance brokers and agencies. It provides tools for policy management, client tracking, billing, claims processing, and a self-service client portal for policyholders to access documents and update information. The platform supports carrier integrations and emphasizes user ownership of data, making it suitable for broker portals handling quoting, renewals, and servicing.
Pros
- Affordable pricing with strong value for small agencies
- Robust carrier integrations for streamlined quoting and renewals
- Lifetime data ownership with no vendor lock-in
Cons
- Desktop-heavy interface feels dated compared to modern cloud-native apps
- Steeper learning curve for advanced customizations
- Limited native mobile app functionality for brokers on the go
Best For
Small to mid-sized independent insurance agencies seeking a cost-effective, customizable broker portal without subscription data traps.
Pricing
Starts at $99/user/month for basic cloud plans, with on-premise options and scaling tiers up to $199/user/month based on features and users.
BindHQ
specializedWholesale insurance platform for MGAs and brokers with submission management, quoting, binding, and client portals.
One-click binding process that significantly speeds up policy issuance from quote to bound coverage.
BindHQ is a comprehensive insurance broker portal software designed to streamline client management, policy quoting, binding, and servicing for brokers. It features a client-facing portal allowing policyholders to access documents, submit claims, and make service requests independently. The platform integrates with major carriers to automate workflows and reduce manual data entry, enhancing operational efficiency.
Pros
- Seamless carrier integrations for quick quoting and binding
- User-friendly client self-service portal
- Strong automation tools for renewals and endorsements
Cons
- Limited advanced reporting and analytics compared to top competitors
- Customization options are somewhat restricted
- Pricing can be steep for smaller brokerages
Best For
Mid-sized insurance brokerages seeking an efficient, scalable portal for client engagement and carrier connectivity.
Pricing
Custom pricing starting at around $99/user/month, with tiers based on features and user count; contact for demo and quote.
Insly
enterpriseCloud-native insurance brokerage software with policy lifecycle management, quoting, and customizable client portals.
Real-time multi-carrier quoting engine with automated binding and policy issuance
Insly is a cloud-based insurance brokerage software platform designed for brokers, MGAs, and insurers to manage the full insurance lifecycle. It enables quick quoting across multiple carriers, policy administration, renewals, claims processing, and client self-service through customizable portals. The solution supports multi-language, multi-currency operations and integrates with various insurer APIs for seamless workflows.
Pros
- Comprehensive end-to-end insurance management tools
- White-label client portals for branded self-service
- Strong multi-carrier quoting and API integrations
Cons
- Pricing is custom and can be expensive for small brokers
- Steeper learning curve for advanced customizations
- Primarily focused on European markets with limited global insurer integrations
Best For
Mid-sized insurance brokers needing a scalable cloud platform for client portals and automated workflows.
Pricing
Custom quote-based pricing starting around €99/user/month, depending on users, features, and modules.
Bold Penguin
specializedAI-powered digital quoting and distribution platform with broker portals for small commercial insurance lines.
One-click multi-carrier quoting engine that delivers side-by-side comparisons from 20+ carriers instantly
Bold Penguin is a digital insurance marketplace platform designed for brokers and agents to quickly obtain competitive quotes from multiple carriers for small and medium-sized business (SMB) commercial insurance lines such as BOP, GL, and workers' comp. It streamlines the quoting, comparison, binding, and policy issuance processes through an intuitive web portal, reducing manual work and enabling straight-through processing. The software connects independent agents with a network of over 20 carriers, facilitating efficient distribution and account management.
Pros
- Rapid multi-carrier quoting in seconds
- Extensive carrier network for SMB lines
- Seamless binding and policy management
Cons
- Limited to commercial SMB insurance (no personal lines)
- Reporting and analytics could be more advanced
- Customization options are somewhat restricted
Best For
Ideal for independent insurance brokers and agencies specializing in small business commercial P&C insurance who need fast, multi-carrier quoting.
Pricing
Free for low-volume users; tiered subscription pricing based on quote volume starting at around $99/month for higher tiers, with carriers sharing revenue.
Conclusion
The reviewed insurance broker portal software offers a diverse set of solutions, with EZLynx leading as the top choice, boasting comprehensive management tools, comparative rating engines, and automated workflows. Runners-up Applied Epic and HawkSoft also excel, providing enterprise-focused cloud platforms and robust policy management, making them strong alternatives for varied brokerage needs. Each tool caters to distinct requirements, ensuring there’s a standout option for nearly every broker.
Ready to elevate your brokerage? Start with EZLynx, the top-ranked software, to experience streamlined operations, intuitive client portals, and powerful tools that set the standard.
Tools Reviewed
All tools were independently evaluated for this comparison