Top 10 Best Insurance Brokers Software of 2026

Applied Epic is a comprehensive, cloud-based agency management system tailored for insurance brokers and agencies, automating the entire client lifecycle from quoting and policy issuance to renewals, billing, and claims processing. It offers deep carrier integrations, advanced workflow automation, and real-time reporting to enhance productivity and compliance. As the industry standard, it supports scalability for growing brokerages with mobile access and customizable dashboards.

AMS360 by Vertafore is a comprehensive agency management system (AMS) tailored for insurance brokers and agencies, offering end-to-end automation for policy administration, client management, billing, and accounting. It supports commercial, personal, and benefits lines of business with robust reporting, document management, and carrier integrations. Widely used by mid-to-large agencies, it centralizes operations to streamline workflows and improve productivity.

HawkSoft is a robust agency management software tailored for independent insurance brokers and agencies, providing end-to-end tools for policy administration, client management, billing, and reporting. It excels in automating workflows like policy downloads from over 300 carriers and comparative rating to streamline quoting processes. The platform supports multi-location agencies with strong accounting integration and customizable dashboards for efficient operations.

EZLynx is a cloud-based insurance agency management system (AMS) tailored for brokers, offering comparative quoting, rating, policy management, and client portals across personal, commercial, life, and health lines. It integrates with over 300 carriers for real-time quotes and includes workflow automation, commission tracking, and reporting tools. The platform streamlines agency operations from lead management to renewals, making it a robust solution for independent agencies.

AgencyBloc is a specialized CRM and agency management platform tailored for life, health, and Medicare insurance brokers. It streamlines lead nurturing, quoting, enrollment, client servicing, and compliance through integrated tools like carrier connectivity and automated workflows. The software emphasizes regulatory adherence with features such as call recording, e-signatures, and Scope for sales enablement.

Insly is a cloud-based insurance management platform designed specifically for insurance brokers, MGAs, and small insurers, offering end-to-end automation of policy lifecycle from quoting to renewals and claims. It includes CRM tools, billing, reporting, and a client portal for self-service access. With multi-currency and multi-language support, it enables brokers to manage multiple companies efficiently and integrate seamlessly with insurer APIs.

Bold Penguin is a comparative rating and quoting platform tailored for insurance brokers, enabling real-time quotes from over 40 carriers for personal lines like auto, home, renters, and motorcycle insurance. It automates the rating process, streamlines submissions, and integrates with agency management systems to boost efficiency. The tool helps brokers close more deals faster by providing accurate, side-by-side comparisons without manual data entry.

Tarmika is a cloud-based insurance broker management platform that helps agencies handle client onboarding, policy administration, renewals, and claims efficiently. It provides tools for quoting across multiple carriers, CRM integration, compliance tracking, and detailed analytics to optimize brokerage operations. Designed for modern brokers, it emphasizes automation and digital client experiences to reduce manual work.

NowCerts is a cloud-based insurance certificate management software tailored for brokers and agencies, enabling rapid creation, issuance, and tracking of ACORD certificates, endorsements, and binders. It features client and insured portals for self-service requests and downloads, along with automation for renewals and expirations. The platform integrates seamlessly with major agency management systems like AMS360, Sagitta, and Applied Epic to pull client data automatically.

PL Rating is a specialized comparative rating platform designed for insurance brokers handling personal lines products like auto, home, and renters insurance. It allows users to input client data once and receive instant quotes from multiple carriers, streamlining the quoting process. The software emphasizes accuracy and speed, integrating with various insurer rating engines to provide competitive market insights.