Quick Overview
- 1#1: Applied Epic - Comprehensive agency management system that streamlines insurance policy data entry, automation, and lifecycle management.
- 2#2: AMS360 - Robust insurance agency management software automating data entry for policies, claims, and client records.
- 3#3: HawkSoft - Agency management platform excelling in efficient data entry, accounting, and comparative rating for insurers.
- 4#4: EZLynx - Integrated system for insurance quoting, policy management, and seamless data entry workflows.
- 5#5: AgencyBloc - CRM tailored for insurance agencies with advanced data entry for health, life, and Medicare policies.
- 6#6: NowCerts - Cloud-based certificate of insurance management simplifying data entry and automated issuance.
- 7#7: QQ Catalyst - Agency management software focused on automating insurance data entry and commercial lines processing.
- 8#8: Jenesis Software - Affordable management solution for independent agencies with intuitive policy data entry features.
- 9#9: BindHQ - Wholesale insurance platform streamlining submission data entry and market access.
- 10#10: InsuredMine - AI-powered insurance CRM enhancing data entry automation and client communication.
We ranked these tools based on automation capabilities, intuitive design, feature breadth (including compliance support and cross-policy handling), and overall value, ensuring they deliver measurable efficiency for insurance professionals.
Comparison Table
Selecting the right insurance data entry software requires weighing features, usability, and fit for your agency; this comparison table outlines top tools like Applied Epic, AMS360, HawkSoft, EZLynx, AgencyBloc, and more, making it easy to compare strengths and limitations. Readers will gain clear insights into how each tool streamlines data entry processes, integrates with existing systems, and supports daily workflows, helping them choose the best solution for their needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Applied Epic Comprehensive agency management system that streamlines insurance policy data entry, automation, and lifecycle management. | enterprise | 9.4/10 | 9.6/10 | 8.2/10 | 8.8/10 |
| 2 | AMS360 Robust insurance agency management software automating data entry for policies, claims, and client records. | enterprise | 8.4/10 | 9.2/10 | 7.1/10 | 8.0/10 |
| 3 | HawkSoft Agency management platform excelling in efficient data entry, accounting, and comparative rating for insurers. | enterprise | 8.4/10 | 9.2/10 | 7.5/10 | 8.0/10 |
| 4 | EZLynx Integrated system for insurance quoting, policy management, and seamless data entry workflows. | enterprise | 8.2/10 | 8.7/10 | 7.5/10 | 7.9/10 |
| 5 | AgencyBloc CRM tailored for insurance agencies with advanced data entry for health, life, and Medicare policies. | specialized | 8.1/10 | 8.7/10 | 7.9/10 | 7.5/10 |
| 6 | NowCerts Cloud-based certificate of insurance management simplifying data entry and automated issuance. | specialized | 8.2/10 | 8.5/10 | 8.0/10 | 7.8/10 |
| 7 | QQ Catalyst Agency management software focused on automating insurance data entry and commercial lines processing. | enterprise | 8.1/10 | 8.7/10 | 7.9/10 | 7.8/10 |
| 8 | Jenesis Software Affordable management solution for independent agencies with intuitive policy data entry features. | specialized | 8.1/10 | 8.5/10 | 7.6/10 | 8.0/10 |
| 9 | BindHQ Wholesale insurance platform streamlining submission data entry and market access. | specialized | 8.1/10 | 8.4/10 | 8.7/10 | 7.6/10 |
| 10 | InsuredMine AI-powered insurance CRM enhancing data entry automation and client communication. | specialized | 7.6/10 | 8.2/10 | 7.4/10 | 7.0/10 |
Comprehensive agency management system that streamlines insurance policy data entry, automation, and lifecycle management.
Robust insurance agency management software automating data entry for policies, claims, and client records.
Agency management platform excelling in efficient data entry, accounting, and comparative rating for insurers.
Integrated system for insurance quoting, policy management, and seamless data entry workflows.
CRM tailored for insurance agencies with advanced data entry for health, life, and Medicare policies.
Cloud-based certificate of insurance management simplifying data entry and automated issuance.
Agency management software focused on automating insurance data entry and commercial lines processing.
Affordable management solution for independent agencies with intuitive policy data entry features.
Wholesale insurance platform streamlining submission data entry and market access.
AI-powered insurance CRM enhancing data entry automation and client communication.
Applied Epic
enterpriseComprehensive agency management system that streamlines insurance policy data entry, automation, and lifecycle management.
Atomic data architecture enabling granular, flexible data entry and automation across all insurance workflows
Applied Epic is a comprehensive cloud-based agency management system from Applied Systems, designed to streamline insurance data entry, policy management, client tracking, and workflow automation for insurance agencies. It excels in capturing and organizing vast amounts of insurance data, including quotes, bindings, endorsements, billing, and claims, with real-time synchronization across carriers and stakeholders. As a top-tier solution, it minimizes manual data entry through intelligent automation and integrations, making it ideal for high-volume operations.
Pros
- Robust automation reduces manual data entry errors and speeds up processing
- Seamless integrations with 500+ carriers for direct data import/export
- Scalable atomic data model handles complex, high-volume insurance data efficiently
Cons
- Steep learning curve requires significant training for new users
- High cost may not suit small agencies
- Customization can be overwhelming without IT support
Best For
Mid-to-large insurance agencies with high data entry volumes seeking enterprise-grade automation and scalability.
Pricing
Custom enterprise subscription pricing, typically $100-$300 per user/month depending on modules, agency size, and integrations.
AMS360
enterpriseRobust insurance agency management software automating data entry for policies, claims, and client records.
Seamless carrier interface for direct policy import and real-time data synchronization during entry
AMS360 by Vertafore is a comprehensive agency management system tailored for insurance agencies, enabling efficient data entry for policies, clients, billing, and claims. It supports automated workflows, carrier integrations, and customizable forms to streamline insurance data management and reduce manual input errors. As a mature solution, it handles high-volume data entry across commercial, personal, and life/health lines with robust reporting and compliance tools.
Pros
- Extensive carrier integrations for automated policy downloads and data entry
- Powerful customization options for forms and workflows
- Comprehensive reporting and analytics for data-driven decisions
Cons
- Steep learning curve due to complex interface
- Outdated user experience compared to modern SaaS tools
- High implementation and ongoing costs
Best For
Mid-sized to large insurance agencies with high data entry volumes needing an all-in-one management system.
Pricing
Custom quote-based pricing; typically $100-$300 per user/month plus implementation fees, with annual contracts.
HawkSoft
enterpriseAgency management platform excelling in efficient data entry, accounting, and comparative rating for insurers.
Automated Policy Download that imports complete policy data directly from carriers in real-time, slashing manual entry time.
HawkSoft is a comprehensive agency management system (AMS) tailored for independent insurance agencies, focusing on efficient policy administration, client management, and data entry for personal and commercial lines. It streamlines insurance data entry through automated policy downloads from over 300 carriers, reducing manual input and errors. The software also handles endorsements, renewals, billing, and reporting, providing a centralized hub for agency operations.
Pros
- Automated policy downloads from 300+ carriers minimize manual data entry
- Robust customization and workflow automation for complex agency needs
- Strong reporting tools and real-time data syncing across modules
Cons
- Steep learning curve due to feature depth and desktop interface
- Primarily on-premise or hosted desktop app, lacking full cloud-native mobility
- Quote-based pricing can be costly for small agencies with setup fees
Best For
Mid-sized independent insurance agencies handling high volumes of personal and commercial policies that need powerful data entry automation and carrier integrations.
Pricing
Quote-based; typically $75-$150 per user/month plus one-time setup fees and optional hosting costs.
EZLynx
enterpriseIntegrated system for insurance quoting, policy management, and seamless data entry workflows.
Comparative Rater for simultaneous multi-carrier quoting with minimal data re-entry
EZLynx is a robust insurance agency management system designed to streamline data entry for quotes, policies, enrollments, and client management. It integrates with numerous carriers for comparative rating, automates workflows to reduce manual input, and provides tools for document management and reporting. While comprehensive, it focuses on end-to-end insurance operations rather than pure data entry isolation.
Pros
- Extensive carrier integrations minimize repetitive data entry
- Automated quoting and enrollment processes save time
- Mobile app supports data entry on the go
Cons
- Steep learning curve for beginners
- Custom pricing lacks transparency
- Overkill for simple data entry needs without full agency management
Best For
Mid-sized insurance agencies needing integrated data entry within broader management workflows.
Pricing
Quote-based; typically $150-$300 per user/month depending on modules and agency size.
AgencyBloc
specializedCRM tailored for insurance agencies with advanced data entry for health, life, and Medicare policies.
Enrollment Center for automated, carrier-direct data submission and real-time status tracking
AgencyBloc is a CRM platform tailored for insurance agencies, with a strong focus on Medicare Advantage, senior health, and life insurance data management. It streamlines data entry for client enrollments, policy tracking, and commissions through automated forms and carrier integrations. The software enhances efficiency by centralizing client data, ensuring HIPAA compliance, and providing tools for quoting and renewals, making it suitable for high-volume insurance operations.
Pros
- Specialized insurance workflows reduce manual data entry errors
- Seamless integrations with major carriers like Humana and UnitedHealthcare
- Robust compliance and reporting tools for regulatory adherence
Cons
- Primarily optimized for Medicare/life insurance, less versatile for P&C
- Pricing can be steep for smaller agencies
- Initial setup and customization require training
Best For
Medicare-focused insurance agencies managing enrollments and compliance-heavy data entry.
Pricing
Custom quotes based on users and features; starts around $99/user/month for Essentials plan, scaling to Enterprise tiers.
NowCerts
specializedCloud-based certificate of insurance management simplifying data entry and automated issuance.
Direct integrations with 200+ carriers that auto-fill policy data, drastically cutting manual entry time
NowCerts is a cloud-based insurance agency management system that automates policy quoting, binding, endorsements, renewals, and accounting tasks. It specializes in efficient data entry through intuitive forms, automated workflows, and direct integrations with over 200 carriers to minimize manual input. The platform supports real-time data syncing and mobile access, making it suitable for insurance agencies handling high volumes of policy data.
Pros
- Seamless carrier integrations automate data population and reduce errors
- Modern, intuitive interface speeds up data entry and navigation
- Cloud-based with mobile app for on-the-go policy management
Cons
- Pricing can be steep for smaller agencies
- Some advanced customizations require additional setup
- Occasional delays in customer support response
Best For
Mid-sized insurance agencies seeking an automated, integrated platform for efficient policy data entry and management.
Pricing
Subscription-based starting at around $75 per user per month, with custom quotes based on agency size and features.
QQ Catalyst
enterpriseAgency management software focused on automating insurance data entry and commercial lines processing.
Self-adapting recognition engine that learns from exceptions to boost accuracy without extensive manual training
QQ Catalyst is an intelligent document capture and automation platform designed specifically for insurance data entry, utilizing advanced OCR, ICR, and machine learning to extract and validate data from forms, applications, and claims documents. It automates high-volume processing workflows, reducing manual entry by integrating with insurance core systems for seamless data import and export. Ideal for handling structured and unstructured documents, it minimizes errors and accelerates policy issuance and claims handling.
Pros
- Exceptional OCR accuracy with self-learning capabilities that improve over time
- Robust scalability for enterprise-level high-volume data processing
- Strong integration options with insurance-specific systems like policy administration tools
Cons
- Initial setup and configuration can be complex for non-technical users
- Pricing is enterprise-focused, less ideal for small agencies
- Limited out-of-the-box support for mobile or real-time data entry
Best For
Mid-to-large insurance carriers and agencies processing thousands of forms daily who need reliable automation for data-heavy workflows.
Pricing
Enterprise licensing model with custom quotes; typically starts at $10,000+ annually based on volume and users.
Jenesis Software
specializedAffordable management solution for independent agencies with intuitive policy data entry features.
Advanced ACORD form automation and printing directly from entered data
Jenesis Software offers an on-premise agency management system designed for independent insurance agencies, specializing in efficient data entry for client records, policies, endorsements, billing, and claims across personal and commercial lines. It streamlines administrative workflows with customizable forms and automated data processing to reduce errors and save time. The software emphasizes compliance with industry standards like ACORD forms and supports robust reporting for agency operations.
Pros
- Tailored insurance data entry modules with ACORD form support
- Customizable interfaces and workflows for specific agency needs
- Reliable on-premise performance with offline access
Cons
- Desktop-only interface lacks modern cloud or mobile capabilities
- Steep initial learning curve for full customization
- Ongoing maintenance fees add to long-term costs
Best For
Small to mid-sized independent insurance agencies seeking customizable, on-premise data entry without relying on cloud services.
Pricing
Perpetual license starting at ~$995 per user plus ~$300 annual maintenance; volume discounts available.
BindHQ
specializedWholesale insurance platform streamlining submission data entry and market access.
Universal API Marketplace enabling seamless, no-code integrations for automated data syncing from 100+ carriers
BindHQ is a cloud-based agency management system tailored for insurance brokers, focusing on automating data entry for quotes, policies, and client records. It streamlines insurance data workflows through integrations with carriers, quoting engines, and CRMs, reducing manual entry errors and time. The platform offers customizable forms, templates, and automation rules to handle high-volume data input efficiently.
Pros
- Extensive API integrations with carriers minimize manual data entry
- Intuitive drag-and-drop interface for forms and data import
- Real-time data validation and automation rules enhance accuracy
Cons
- Pricing can be steep for small agencies or solo users
- Initial setup and integration configuration requires time
- Advanced reporting tools for data entry analytics are somewhat limited
Best For
Mid-sized insurance agencies with 5-50 staff seeking to automate policy and quote data entry within a full AMS.
Pricing
Custom pricing starting at $99 per user per month, with tiers based on agency size and features.
InsuredMine
specializedAI-powered insurance CRM enhancing data entry automation and client communication.
AI-powered voice-to-text and automation for rapid, accurate data entry from calls and emails
InsuredMine is a CRM and agency management platform tailored for insurance professionals, focusing on streamlining data entry for client profiles, policies, quotes, and claims. It automates repetitive tasks through carrier integrations and AI-driven tools, reducing manual input and errors. The software also provides mobile access, reporting dashboards, and workflow automation to enhance data management efficiency.
Pros
- Robust carrier integrations for automated policy data import
- AI automation for quotes, renewals, and data entry tasks
- Mobile app enables on-the-go data updates and access
Cons
- Pricing scales quickly for larger teams
- Initial setup and learning curve for custom workflows
- Limited non-insurance third-party integrations
Best For
Mid-sized insurance agencies needing an integrated CRM for efficient policy and client data entry.
Pricing
Custom quotes starting at around $99/user/month, with tiers for advanced features and user volume.
Conclusion
After comparing the top 10 insurance data entry software, three rise to the top. Applied Epic leads with its comprehensive agency management features, making it the clear choice. AMS360 and HawkSoft follow, offering strong automation and tailored tools for different needs, ensuring there’s a standout option for nearly every agency.
Don’t miss out—explore Applied Epic to experience its streamlined data entry, automation, and lifecycle management firsthand. Whether you need efficiency for policy processing or advanced client management, the top-ranked tool provides the reliability to elevate your operations.
Tools Reviewed
All tools were independently evaluated for this comparison