Top 10 Best Insurance Distribution Management Software of 2026

Applied Epic is a comprehensive cloud-based agency management system (AMS) from Applied Systems, designed for insurance brokers and agencies to manage the full client lifecycle. It handles policy quoting, binding, endorsements, renewals, claims processing, billing, and compliance with robust automation and reporting tools. The platform excels in streamlining distribution management through deep carrier integrations and customizable workflows, making it a market leader for enterprise-scale operations.

AgencyBloc is a specialized CRM and distribution management platform tailored for life, health, and Medicare insurance agencies, FMOs, and IMOs. It excels in managing complex agency hierarchies, carrier relationships, producer performance, client enrollments, and commissions. The software automates workflows like quoting, applications, and compliance reporting to streamline insurance distribution operations.

EZLynx is a cloud-based insurance agency management platform designed for independent agents and brokers, offering tools for comparative quoting, policy management, CRM, and marketing automation to streamline insurance distribution. It integrates with over 400 carriers for real-time multi-line rating and provides workflow automation, client portals, and analytics to optimize sales and service processes. As a comprehensive solution, it supports agency growth by centralizing data and enhancing carrier relationships.

HawkSoft is a robust agency management system tailored for independent property and casualty (P&C) insurance agencies, enabling efficient management of client data, policies, billing, claims, and accounting. It offers deep integrations with over 300 carriers, comparative rating tools, and automation features to streamline workflows and improve productivity. Available in both on-premise and cloud-based deployments, it supports agencies seeking reliable, scalable operations without frequent updates.

AMS360 by Vertafore is a comprehensive agency management system tailored for insurance agencies, enabling efficient handling of policy administration, client management, billing, and accounting across personal, commercial, and specialty lines. It provides robust tools for automating workflows, carrier communications, and compliance tracking to streamline insurance distribution operations. With deep integrations and customizable reporting, it supports agencies in managing high volumes of business effectively.

QQ Catalyst is a robust insurance agency management software tailored for insurance distribution, enabling agencies to manage client relationships, automate quoting, track commissions, and handle compliance. It streamlines workflows with features like producer portals, real-time reporting, and integrations with major carriers for seamless policy issuance. Designed for independent agencies and MGAs, it focuses on enhancing distribution efficiency and sales performance.

TAM (The Agency Manager) by Vertafore is a comprehensive agency management system designed for insurance agencies and brokers handling personal and commercial lines. It centralizes client data, policy administration, billing, claims tracking, and commission management to streamline distribution operations. With strong automation and reporting capabilities, it supports efficient workflow for growing agencies.

BindHQ is a cloud-based insurance distribution management platform tailored for brokers and agencies, enabling efficient management of submissions, quotes, bindings, and renewals. It automates workflows from lead capture to policy issuance, integrates with carrier portals and rating engines, and provides client portals for self-service. The software focuses on reducing manual tasks to accelerate deal closures in the competitive insurance distribution market.

Insly is a cloud-based insurance management platform designed for brokers and agents to handle the full lifecycle of insurance distribution, from lead capture and multi-carrier quoting to policy issuance, renewals, and claims processing. It offers automation tools, client self-service portals, and integrations with major insurers for efficient workflow management. The software supports multi-channel distribution and is particularly strong in European markets with multi-language capabilities.

NowCerts is a cloud-based insurance certificate management platform tailored for agencies handling certificates of insurance (COIs). It automates the creation, issuance, renewal, and distribution of COIs, with features like ACORD form support, compliance tracking, and real-time notifications. The software integrates with major agency management systems (AMS) and provides client/agent portals for streamlined workflows in insurance distribution.