Quick Overview
- 1#1: AgencyBloc - Comprehensive CRM and agency management platform tailored for health, life, and Medicare insurance agencies with sales automation and compliance tools.
- 2#2: EZLynx - Integrated insurance agency management system combining CRM, quoting, comparative rating, and client servicing for P&C and benefits lines.
- 3#3: Applied Epic - Enterprise-grade agency management software with robust CRM features for policy management, client relationships, and workflow automation in insurance.
- 4#4: HawkSoft - Agency management system offering CRM, policy tracking, accounting, and reporting tailored for independent insurance agencies.
- 5#5: Vertafore AMS360 - Cloud-based agency management solution with CRM capabilities for managing clients, policies, commissions, and compliance in insurance agencies.
- 6#6: NowCerts - Modern cloud-based insurance CRM and management platform streamlining certificates, policies, billing, and client communications.
- 7#7: QQ Catalyst - Policy administration and CRM software designed for insurance brokers handling commercial lines with workflow and document management.
- 8#8: Jenesis Software - Affordable agency management system with built-in CRM for client tracking, quoting, and renewals in small to mid-sized insurance agencies.
- 9#9: Insly - Full-cycle insurance management platform with CRM features for policy issuance, claims handling, and customer relationship management.
- 10#10: BindHQ - Wholesale and MGA-focused CRM automating submissions, binding, workflows, and client servicing for insurance brokers.
We ranked these tools by evaluating core features (including sales automation, policy management, and industry-specific capabilities), usability, reliability, and value, ensuring they deliver tailored, robust solutions for insurance professionals.
Comparison Table
Insurance CRM software is essential for managing client relationships and streamlining agency operations, and this comparison table outlines key features, usability, and integration strengths of tools like AgencyBloc, EZLynx, Applied Epic, HawkSoft, Vertafore AMS360, and more—equipping readers to find the right fit for their business.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | AgencyBloc Comprehensive CRM and agency management platform tailored for health, life, and Medicare insurance agencies with sales automation and compliance tools. | specialized | 9.6/10 | 9.8/10 | 9.2/10 | 9.4/10 |
| 2 | EZLynx Integrated insurance agency management system combining CRM, quoting, comparative rating, and client servicing for P&C and benefits lines. | specialized | 8.8/10 | 9.3/10 | 8.1/10 | 8.4/10 |
| 3 | Applied Epic Enterprise-grade agency management software with robust CRM features for policy management, client relationships, and workflow automation in insurance. | enterprise | 9.1/10 | 9.6/10 | 7.8/10 | 8.5/10 |
| 4 | HawkSoft Agency management system offering CRM, policy tracking, accounting, and reporting tailored for independent insurance agencies. | specialized | 8.7/10 | 9.2/10 | 7.8/10 | 8.1/10 |
| 5 | Vertafore AMS360 Cloud-based agency management solution with CRM capabilities for managing clients, policies, commissions, and compliance in insurance agencies. | enterprise | 8.2/10 | 9.0/10 | 7.0/10 | 7.5/10 |
| 6 | NowCerts Modern cloud-based insurance CRM and management platform streamlining certificates, policies, billing, and client communications. | specialized | 8.4/10 | 8.7/10 | 8.9/10 | 8.0/10 |
| 7 | QQ Catalyst Policy administration and CRM software designed for insurance brokers handling commercial lines with workflow and document management. | specialized | 8.1/10 | 8.7/10 | 7.8/10 | 7.9/10 |
| 8 | Jenesis Software Affordable agency management system with built-in CRM for client tracking, quoting, and renewals in small to mid-sized insurance agencies. | specialized | 8.1/10 | 8.4/10 | 7.6/10 | 8.7/10 |
| 9 | Insly Full-cycle insurance management platform with CRM features for policy issuance, claims handling, and customer relationship management. | enterprise | 8.2/10 | 8.7/10 | 7.9/10 | 7.8/10 |
| 10 | BindHQ Wholesale and MGA-focused CRM automating submissions, binding, workflows, and client servicing for insurance brokers. | specialized | 8.0/10 | 8.5/10 | 7.8/10 | 7.5/10 |
Comprehensive CRM and agency management platform tailored for health, life, and Medicare insurance agencies with sales automation and compliance tools.
Integrated insurance agency management system combining CRM, quoting, comparative rating, and client servicing for P&C and benefits lines.
Enterprise-grade agency management software with robust CRM features for policy management, client relationships, and workflow automation in insurance.
Agency management system offering CRM, policy tracking, accounting, and reporting tailored for independent insurance agencies.
Cloud-based agency management solution with CRM capabilities for managing clients, policies, commissions, and compliance in insurance agencies.
Modern cloud-based insurance CRM and management platform streamlining certificates, policies, billing, and client communications.
Policy administration and CRM software designed for insurance brokers handling commercial lines with workflow and document management.
Affordable agency management system with built-in CRM for client tracking, quoting, and renewals in small to mid-sized insurance agencies.
Full-cycle insurance management platform with CRM features for policy issuance, claims handling, and customer relationship management.
Wholesale and MGA-focused CRM automating submissions, binding, workflows, and client servicing for insurance brokers.
AgencyBloc
specializedComprehensive CRM and agency management platform tailored for health, life, and Medicare insurance agencies with sales automation and compliance tools.
Integrated Enrollment Center with real-time carrier connectivity and automated compliance documentation
AgencyBloc is a purpose-built CRM platform tailored for insurance agencies, specializing in Medicare, life, health, and annuity products. It centralizes lead management, client servicing, quoting, enrollments, compliance tracking, and commission reconciliation in one intuitive system. With robust carrier integrations, marketing automation, and reporting tools, it drives agency growth while ensuring regulatory adherence.
Pros
- Industry-specific tools for Medicare enrollments and compliance snapshots
- Seamless carrier integrations and automated commission tracking
- Comprehensive mobile app and marketing automation for lead nurturing
Cons
- Higher pricing may deter small agencies
- Initial setup and learning curve for advanced features
- Limited flexibility for non-insurance lines of business
Best For
Mid-sized to large insurance agencies specializing in Medicare and senior markets seeking a compliant, all-in-one CRM.
Pricing
Starts at $150/user/month for Growth plan; Pro ($225/user/month) and Enterprise (custom) with annual contracts and volume discounts.
EZLynx
specializedIntegrated insurance agency management system combining CRM, quoting, comparative rating, and client servicing for P&C and benefits lines.
Comparative rater engine that delivers instant quotes from hundreds of carriers in one interface
EZLynx is a comprehensive agency management platform designed specifically for insurance agencies, offering CRM tools to manage client relationships, track leads, and automate workflows. It excels in comparative rating across 300+ carriers, policy management, and seamless integrations for quoting and servicing. The system streamlines operations from prospecting to renewals, helping agencies improve efficiency and client retention.
Pros
- Deep integrations with 300+ insurance carriers for fast comparative quoting
- Robust automation for workflows, tasks, and compliance
- Mobile app and real-time reporting for on-the-go agency management
Cons
- Steep learning curve for new users due to extensive features
- Pricing can be high for smaller agencies
- Customization options limited compared to more flexible platforms
Best For
Mid-to-large insurance agencies seeking an all-in-one CRM with advanced carrier rating and automation capabilities.
Pricing
Custom pricing via quote; typically starts at $200-500 per user/month depending on agency size and modules.
Applied Epic
enterpriseEnterprise-grade agency management software with robust CRM features for policy management, client relationships, and workflow automation in insurance.
Seamless, real-time integrations with over 500 insurance carriers for automated quoting and policy downloads
Applied Epic is a comprehensive, cloud-based agency management system from Applied Systems, tailored for insurance agencies and brokerages as a powerful CRM solution. It centralizes client data, automates sales pipelines, service requests, and policy management while integrating seamlessly with carriers for quoting and renewals. The platform also offers advanced analytics, mobile access, and workflow automation to streamline operations and enhance client relationships.
Pros
- Deep insurance-specific CRM with policy tracking and automation
- Extensive integrations with 500+ carriers for real-time data
- Scalable analytics and reporting for enterprise-level insights
Cons
- Steep learning curve and complex interface
- High implementation time and costs
- Pricing is premium and quote-based
Best For
Mid-to-large insurance agencies and brokerages needing a full-suite CRM integrated with agency management.
Pricing
Custom quote-based pricing; typically $300-$600 per user/month depending on modules, agency size, and contract length.
HawkSoft
specializedAgency management system offering CRM, policy tracking, accounting, and reporting tailored for independent insurance agencies.
Real-time automated policy downloads and comparative rating from hundreds of carriers
HawkSoft is a comprehensive agency management system (AMS) tailored for independent insurance agencies, offering robust CRM functionalities to manage client relationships, policy lifecycles, billing, and claims. It streamlines workflows through automation, extensive carrier integrations for real-time downloads, and advanced reporting tools. The platform supports both desktop and web access, making it suitable for agencies handling personal and commercial lines.
Pros
- Extensive integrations with over 400 carriers for seamless policy downloads and updates
- Powerful reporting and automation tools that enhance agency efficiency
- Dedicated customer support with high reliability and uptime
Cons
- User interface feels dated compared to modern cloud-native competitors
- Steeper learning curve for new users due to its depth of features
- Pricing can be higher for smaller agencies without volume discounts
Best For
Mid-sized independent insurance agencies seeking a feature-rich, carrier-integrated AMS with strong CRM capabilities.
Pricing
Custom quote-based pricing, typically $150-$250 per user/month depending on agency size and modules.
Vertafore AMS360
enterpriseCloud-based agency management solution with CRM capabilities for managing clients, policies, commissions, and compliance in insurance agencies.
Carrier Download Center for real-time, automated policy information retrieval and updates from hundreds of insurers
Vertafore AMS360 is a comprehensive agency management system tailored for insurance agencies, functioning as a robust Insurance CRM solution with policy administration, client tracking, and workflow automation. It centralizes client data, communications, and interactions while integrating deeply with carriers for automated policy downloads and updates. The platform supports billing, reporting, and compliance needs, making it a full-suite tool for managing insurance operations.
Pros
- Extensive integrations with over 500 carriers for automated data exchange
- Powerful reporting and analytics for business insights
- Robust compliance and document management tools
Cons
- Steep learning curve and dated user interface
- High customization and implementation costs
- Limited native mobile app functionality
Best For
Mid-sized to large independent insurance agencies needing an all-in-one AMS with strong CRM and carrier integration capabilities.
Pricing
Custom enterprise pricing; typically $100-250 per user/month depending on modules, agency size, and implementation.
NowCerts
specializedModern cloud-based insurance CRM and management platform streamlining certificates, policies, billing, and client communications.
Automated carrier downloads and real-time policy syncing across 200+ integrations
NowCerts is a cloud-based agency management system tailored for insurance agencies, functioning as a robust CRM solution with integrated policy management, billing, and commission tracking. It enables seamless client relationship management, automated workflows, and real-time data access via a mobile app and client portal. Designed for independent agencies, it supports carrier integrations and compliance tools to streamline daily operations.
Pros
- Intuitive, modern interface with mobile accessibility
- Strong insurance-specific CRM tools like commission tracking and carrier downloads
- Responsive customer support and reliable uptime
Cons
- Pricing scales quickly for larger agencies
- Limited advanced customization without add-ons
- Some third-party integrations require workarounds
Best For
Small to mid-sized independent insurance agencies seeking an all-in-one cloud CRM with strong carrier connectivity.
Pricing
Starts at $99/user/month for basic plans; Pro and Enterprise tiers range from $199-$499/month based on agency size and features, with custom quotes available.
QQ Catalyst
specializedPolicy administration and CRM software designed for insurance brokers handling commercial lines with workflow and document management.
Integrated multi-carrier quoting engine that automates comparative ratings and proposals
QQ Catalyst is a cloud-based CRM platform tailored for insurance agencies, offering tools for client management, policy tracking, automated quoting, renewals, and sales workflows. It integrates agency management system (AMS) functionalities with CRM to streamline operations for property & casualty, life, health, and benefits insurance brokers. The software emphasizes mobility and real-time data access to enhance agency productivity and client service.
Pros
- Deep insurance-specific features like multi-carrier quoting and policy automation
- Strong mobile app for on-the-go access
- Robust reporting and analytics for agency insights
Cons
- Steeper learning curve due to extensive customization options
- Limited native integrations with non-insurance tools
- Pricing can be high for very small agencies
Best For
Mid-sized insurance agencies seeking an industry-tailored CRM with advanced automation and quoting capabilities.
Pricing
Starts at $99/user/month for basic plans, scaling to custom enterprise pricing based on users and features.
Jenesis Software
specializedAffordable agency management system with built-in CRM for client tracking, quoting, and renewals in small to mid-sized insurance agencies.
Automated policy downloads and reconciliation from over 300 insurance carriers
Jenesis Software provides a specialized agency management system with robust CRM capabilities designed exclusively for independent insurance agencies. It excels in policy management, client relationship tracking, claims processing, and automated carrier downloads across multiple lines of business. The platform supports customizable workflows, producer portals, and reporting to streamline daily operations for insurance professionals.
Pros
- Deep insurance-specific features like automated carrier downloads from 300+ providers
- Highly customizable workflows and strong policy tracking
- Affordable pricing with excellent value for small agencies
Cons
- Primarily desktop-based with limited native mobile access
- Steeper learning curve for setup and customization
- Lacks advanced marketing automation compared to cloud-native competitors
Best For
Small to mid-sized independent insurance agencies needing a cost-effective, industry-tailored CRM for core operations.
Pricing
Starts at $295/month for the base Enterprise package, with modular add-ons for additional features; annual contracts offer discounts.
Insly
enterpriseFull-cycle insurance management platform with CRM features for policy issuance, claims handling, and customer relationship management.
Policy Factory for automated, customizable policy document generation and issuance
Insly is a cloud-based insurance management platform tailored for brokers and agencies, handling the full lifecycle from client onboarding and policy issuance to renewals, claims processing, and billing. It features CRM tools, automation workflows, insurer integrations, and a client portal for self-service. The software supports multi-language and multi-currency operations, making it suitable for international brokerages.
Pros
- Comprehensive insurance-specific tools like policy automation and claims management
- Strong integrations with major insurers and accounting systems
- Scalable for growing brokerages with multi-user support and reporting
Cons
- Steep learning curve for advanced customizations
- Pricing can be high for small agencies or startups
- Limited free trial and mobile app functionality
Best For
Mid-sized insurance brokerages seeking an all-in-one CRM with robust automation and insurer connectivity.
Pricing
Starts at €99/user/month for basic plans, scaling to €199+/user/month for Pro/Enterprise with custom quotes available.
BindHQ
specializedWholesale and MGA-focused CRM automating submissions, binding, workflows, and client servicing for insurance brokers.
BindFlow workflow automation that handles multi-carrier quoting and binding in a single streamlined process
BindHQ is a cloud-based agency management system and CRM tailored for commercial property and casualty (P&C) insurance brokers. It centralizes client data, automates quoting, submissions, binding, and endorsements through integrations with over 100 carriers. The platform also offers robust reporting, task automation, and mobile access to streamline agency workflows.
Pros
- Specialized for commercial P&C insurance with deep carrier integrations
- Powerful automation tools like BindFlow for quoting and submissions
- Comprehensive reporting and mobile app for on-the-go access
Cons
- Pricing can be high for smaller agencies
- Learning curve for advanced features
- Limited third-party app integrations compared to general CRMs
Best For
Mid-sized commercial insurance agencies focused on P&C lines seeking carrier-specific automation.
Pricing
Custom pricing starting at approximately $99/user/month, with tiers based on agency size and features.
Conclusion
The reviewed insurance CRM tools, led by AgencyBloc as the top choice, reflect diverse strengths: AgencyBloc excels with its comprehensive focus on health, life, and Medicare agencies, integrating sales automation and compliance. EZLynx stands out for its integrated management of P&C and benefits lines, while Applied Epic offers enterprise-grade policy management and workflow tools, serving as strong alternatives based on specific operational needs. Together, they demonstrate the versatility of modern solutions, each tailored to enhance agency efficiency and client relationships.
Take the next step with AgencyBloc, our top-ranked tool, to experience a CRM designed to streamline operations and strengthen your agency’s client management—perfect for health, life, and Medicare-focused teams.
Tools Reviewed
All tools were independently evaluated for this comparison