Quick Overview
- 1#1: EZLynx - Delivers comparative quoting, agency management, and CRM tools to accelerate insurance sales and client acquisition.
- 2#2: AgencyBloc - Provides specialized CRM for life, health, and Medicare agents to manage leads, track sales pipelines, and automate commissions.
- 3#3: HawkSoft - Offers comprehensive agency management with integrated quoting, sales automation, and client servicing for efficient deal closure.
- 4#4: Applied Epic - Cloud-based P&C agency platform featuring advanced quoting engines, sales workflows, and distribution tools for high-volume sales.
- 5#5: Shape - Modern insurance CRM designed to nurture leads, automate follow-ups, and boost conversion rates for independent agents.
- 6#6: Bold Penguin - Powers instant quoting and digital distribution to speed up the insurance sales process and improve producer productivity.
- 7#7: AMS360 - Robust agency management system with rating integrations and sales tracking for streamlined policy sales and servicing.
- 8#8: NowCerts - Cloud-native platform for quick quoting, binding, and sales management tailored to small to mid-sized agencies.
- 9#9: BindHQ - Brokerage management software with submission tracking and quoting tools optimized for wholesale insurance sales.
- 10#10: Insly - Full-cycle digital insurance platform supporting sales quoting, policy issuance, and client management for global agencies.
These tools were chosen for their comprehensive feature sets (including automation, CRM, and quoting capabilities), user-friendly design, and proven value, ensuring they meet the demands of modern insurance sales environments.
Comparison Table
Choosing the right insurance sales software requires careful evaluation, and this comparison table streamlines the process by highlighting tools like EZLynx, AgencyBloc, HawkSoft, Applied Epic, Shape, and more. Readers will gain clarity on features, usability, and key differentiators to find the optimal solution for their business needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | EZLynx Delivers comparative quoting, agency management, and CRM tools to accelerate insurance sales and client acquisition. | enterprise | 9.4/10 | 9.6/10 | 8.8/10 | 9.1/10 |
| 2 | AgencyBloc Provides specialized CRM for life, health, and Medicare agents to manage leads, track sales pipelines, and automate commissions. | specialized | 9.2/10 | 9.6/10 | 8.7/10 | 9.0/10 |
| 3 | HawkSoft Offers comprehensive agency management with integrated quoting, sales automation, and client servicing for efficient deal closure. | enterprise | 8.6/10 | 9.2/10 | 7.4/10 | 8.1/10 |
| 4 | Applied Epic Cloud-based P&C agency platform featuring advanced quoting engines, sales workflows, and distribution tools for high-volume sales. | enterprise | 8.7/10 | 9.2/10 | 7.5/10 | 8.0/10 |
| 5 | Shape Modern insurance CRM designed to nurture leads, automate follow-ups, and boost conversion rates for independent agents. | specialized | 8.1/10 | 8.5/10 | 7.9/10 | 7.7/10 |
| 6 | Bold Penguin Powers instant quoting and digital distribution to speed up the insurance sales process and improve producer productivity. | specialized | 8.2/10 | 8.8/10 | 8.0/10 | 7.8/10 |
| 7 | AMS360 Robust agency management system with rating integrations and sales tracking for streamlined policy sales and servicing. | enterprise | 7.4/10 | 8.2/10 | 6.5/10 | 7.0/10 |
| 8 | NowCerts Cloud-native platform for quick quoting, binding, and sales management tailored to small to mid-sized agencies. | enterprise | 8.2/10 | 8.7/10 | 7.9/10 | 8.0/10 |
| 9 | BindHQ Brokerage management software with submission tracking and quoting tools optimized for wholesale insurance sales. | specialized | 8.3/10 | 9.0/10 | 7.9/10 | 8.1/10 |
| 10 | Insly Full-cycle digital insurance platform supporting sales quoting, policy issuance, and client management for global agencies. | enterprise | 7.8/10 | 8.4/10 | 7.2/10 | 7.5/10 |
Delivers comparative quoting, agency management, and CRM tools to accelerate insurance sales and client acquisition.
Provides specialized CRM for life, health, and Medicare agents to manage leads, track sales pipelines, and automate commissions.
Offers comprehensive agency management with integrated quoting, sales automation, and client servicing for efficient deal closure.
Cloud-based P&C agency platform featuring advanced quoting engines, sales workflows, and distribution tools for high-volume sales.
Modern insurance CRM designed to nurture leads, automate follow-ups, and boost conversion rates for independent agents.
Powers instant quoting and digital distribution to speed up the insurance sales process and improve producer productivity.
Robust agency management system with rating integrations and sales tracking for streamlined policy sales and servicing.
Cloud-native platform for quick quoting, binding, and sales management tailored to small to mid-sized agencies.
Brokerage management software with submission tracking and quoting tools optimized for wholesale insurance sales.
Full-cycle digital insurance platform supporting sales quoting, policy issuance, and client management for global agencies.
EZLynx
enterpriseDelivers comparative quoting, agency management, and CRM tools to accelerate insurance sales and client acquisition.
Advanced Comparative Rater for real-time quotes from 300+ carriers in a single interface, drastically reducing sales cycle time.
EZLynx is a leading cloud-based insurance agency management platform tailored for sales teams, featuring a powerful comparative rater that delivers instant quotes from hundreds of carriers across multiple lines of business. It integrates quoting, CRM, policy management, and client portals to streamline the entire sales lifecycle, from lead capture to renewals. With mobile accessibility and robust automation, it empowers independent agencies to boost productivity and close deals faster.
Pros
- Ultra-fast multi-carrier comparative quoting for commercial, personal, and life/health lines
- Seamless integrations with 300+ carriers and third-party tools like Zoom and DocuSign
- All-in-one platform combining sales CRM, agency management, and client self-service portals
Cons
- Steep initial learning curve for complex features
- Pricing can be high for very small agencies or single producers
- Customization options are somewhat limited compared to bespoke systems
Best For
Mid-sized to large independent insurance agencies seeking to scale sales with advanced automation and carrier integrations.
Pricing
Custom quote-based pricing, typically $150-$300 per user/month based on modules, agency size, and carrier access.
AgencyBloc
specializedProvides specialized CRM for life, health, and Medicare agents to manage leads, track sales pipelines, and automate commissions.
Compliance Engine with automated CMS reporting and audit defense tools tailored for Medicare agencies
AgencyBloc is a specialized CRM and sales platform tailored for insurance agencies, particularly those focused on Medicare, life, and senior health insurance. It provides tools for lead management, quoting from over 100 carriers, automated enrollments, sales pipelines, and robust compliance features to meet CMS regulations. The software also includes client portals, reporting dashboards, and integrations to streamline agency operations from prospecting to retention.
Pros
- Highly specialized for Medicare and life insurance with carrier-direct quoting and enrollment
- Comprehensive compliance tools including CMS audit preparation and STAR rating tracking
- Strong client management via portals and automated renewals for retention
Cons
- Limited customization for property & casualty or commercial lines
- Interface can have a learning curve for non-insurance users
- Pricing is quote-based and may be steep for very small agencies
Best For
Mid-sized insurance agencies specializing in Medicare Advantage, Medigap, and life insurance that prioritize compliance and sales automation.
Pricing
Custom quote-based pricing; typically starts at $125-$175 per user/month with tiers for growth and enterprise needs, including implementation fees.
HawkSoft
enterpriseOffers comprehensive agency management with integrated quoting, sales automation, and client servicing for efficient deal closure.
HawkSoft Rater, an advanced comparative rating engine that delivers real-time quotes from 200+ carriers in seconds.
HawkSoft is a comprehensive agency management system (AMS) tailored for independent property and casualty insurance agencies, enabling efficient sales processes through policy quoting, client management, and carrier integrations. It supports end-to-end workflows including comparative rating, renewals, endorsements, and accounting to streamline insurance sales and service. With a focus on reliability and customization, it helps agencies manage sales pipelines and client relationships effectively.
Pros
- Deep carrier integrations and comparative rater for fast quoting
- Robust accounting and reporting tools
- Reliable customer support and training resources
Cons
- Dated user interface requiring adaptation
- Steeper learning curve for new users
- Limited native mobile app capabilities
Best For
Mid-sized independent insurance agencies seeking a dependable, feature-rich AMS for sales and agency management.
Pricing
Custom pricing based on users and agency size, typically $300-$1,000+ per month with per-user fees around $50-$100.
Applied Epic
enterpriseCloud-based P&C agency platform featuring advanced quoting engines, sales workflows, and distribution tools for high-volume sales.
Deep carrier integrations enabling real-time comparative quoting across hundreds of insurers
Applied Epic is a comprehensive cloud-based agency management system from Applied Systems, designed to streamline insurance sales, quoting, policy administration, and client management for agencies. It provides robust CRM tools, automated workflows, and extensive carrier integrations to support efficient sales processes across personal and commercial lines. The platform excels in handling complex portfolios with advanced reporting and analytics, making it a powerhouse for scaling insurance operations.
Pros
- Extensive integrations with over 500 carriers for seamless quoting and binding
- Powerful CRM and automation tools to accelerate sales cycles
- Scalable analytics and reporting for data-driven decisions
Cons
- Steep learning curve requiring significant training
- High implementation and ongoing costs
- Overkill for very small agencies with simple needs
Best For
Mid-sized to large insurance agencies needing an enterprise-level platform for complex sales and management workflows.
Pricing
Custom enterprise pricing, typically starting at $150+ per user/month with additional fees for implementation and modules; quoted based on agency size.
Shape
specializedModern insurance CRM designed to nurture leads, automate follow-ups, and boost conversion rates for independent agents.
Pre-built insurance sales playbooks with AI-driven personalization and sequencing
Shape is a sales engagement platform tailored for insurance agents, providing CRM tools, automated multi-channel outreach (email, text, calls), and performance analytics to streamline lead nurturing and deal closing. It offers insurance-specific playbooks, compliance features, and integrations with major carriers and quoting engines. The software emphasizes scalability for agencies aiming to boost sales productivity without manual follow-ups.
Pros
- Insurance-specific automation and playbooks accelerate sales cycles
- Robust multi-channel outreach with compliance safeguards
- Strong analytics and team performance tracking
Cons
- Higher pricing may not suit solo agents
- Steeper learning curve for custom workflows
- Limited advanced quoting integrations compared to top competitors
Best For
Mid-sized insurance agencies seeking automated sales engagement to scale team productivity.
Pricing
Starts at $149/user/month (billed annually), with custom enterprise plans.
Bold Penguin
specializedPowers instant quoting and digital distribution to speed up the insurance sales process and improve producer productivity.
Real-time comparative rater that pulls quotes from 40+ carriers in seconds
Bold Penguin is a digital insurance distribution platform designed for independent agencies to streamline quoting, shopping, and binding personal lines insurance like auto, home, and renters. It aggregates real-time quotes from over 40 carriers, enabling agents to compare options instantly and close sales faster. The platform integrates with popular agency management systems for seamless workflows.
Pros
- Lightning-fast multi-carrier quoting
- Strong integrations with AMS like EZLynx and Applied Epic
- High accuracy in appetite matching for carriers
Cons
- Primarily focused on personal lines, limited small commercial depth
- Pricing lacks transparency and can be premium
- Occasional carrier data sync issues reported
Best For
Independent insurance agencies specializing in personal lines that need rapid quoting to boost sales velocity.
Pricing
Custom subscription pricing based on agency size and quote volume; typically starts around $50-150 per user/month with per-quote options available.
AMS360
enterpriseRobust agency management system with rating integrations and sales tracking for streamlined policy sales and servicing.
Automated policy download from over 300 carriers, drastically reducing manual data entry in sales cycles
AMS360 by Vertafore is a comprehensive agency management system tailored for insurance agencies, facilitating sales through quoting, client management, and policy automation tools. It streamlines the sales process by integrating with numerous carriers for real-time quoting and policy downloads, while also handling billing, reporting, and compliance. Though powerful for end-to-end operations, its sales capabilities shine in established agencies managing high volumes of policies.
Pros
- Extensive carrier integrations for automated quoting and downloads
- Robust reporting and analytics for sales insights
- Scalable platform supporting agency growth
Cons
- Outdated and clunky user interface
- Steep learning curve for new users
- High cost with lengthy implementation
Best For
Mid-to-large independent insurance agencies needing integrated sales and management tools for complex workflows.
Pricing
Custom quote-based pricing; typically $2,000–$10,000+ monthly for mid-sized agencies, depending on users and modules.
NowCerts
enterpriseCloud-native platform for quick quoting, binding, and sales management tailored to small to mid-sized agencies.
Automated COI management with holder self-service portal and compliance tracking
NowCerts is a cloud-based insurance agency management system (AMS) designed primarily for automating certificates of insurance (COIs), while also supporting sales processes like quoting, binding, endorsements, and policy management. It integrates with major carriers, raters, and payment processors to streamline workflows from lead to renewal. The platform emphasizes compliance, client portals, and mobile access, making it suitable for agencies handling commercial lines.
Pros
- Exceptional automation for certificates of insurance with real-time delivery and renewals
- Strong integrations with carriers, comparators, and accounting tools
- Comprehensive sales tools including quoting, proposals, and client portals
Cons
- Steep learning curve for non-COI features and custom configurations
- Limited advanced CRM capabilities compared to sales-focused competitors
- Pricing can escalate quickly for larger agencies with add-ons
Best For
Mid-sized insurance agencies with high COI volume that need integrated sales and service management.
Pricing
Custom quotes starting at ~$75/user/month for core features; scales with users, COI volume, and premium modules (Essentials, Pro, Enterprise tiers).
BindHQ
specializedBrokerage management software with submission tracking and quoting tools optimized for wholesale insurance sales.
Intelligent Bind Engine that automates policy binding and issuance in minutes via carrier APIs
BindHQ is a specialized agency management system (AMS) tailored for commercial property and casualty (P&C) insurance brokers, automating quoting, binding, endorsements, and client servicing workflows. It integrates with major carriers to enable rapid policy issuance and provides tools for pipeline management, renewals, and client portals. The platform emphasizes speed and efficiency to help agencies close deals faster in competitive markets.
Pros
- Seamless carrier integrations for quick quoting and binding
- Powerful workflow automation reducing manual tasks
- Modern dashboard with real-time pipeline visibility
Cons
- Primarily focused on commercial P&C lines, less versatile for other insurance types
- Steep initial learning curve for non-tech-savvy users
- Pricing scales quickly for larger teams
Best For
Mid-sized commercial P&C agencies aiming to streamline sales and binding processes for faster deal closures.
Pricing
Custom pricing starting at around $150/user/month, with tiers based on agency size and features.
Insly
enterpriseFull-cycle digital insurance platform supporting sales quoting, policy issuance, and client management for global agencies.
Advanced product configurator that models complex insurance products for accurate, rapid quoting across multiple carriers
Insly is a cloud-based insurance management platform tailored for brokers and agencies, offering end-to-end tools for policy quoting, sales, administration, and claims processing. It excels in automating sales workflows with customizable product configurators and multi-insurer integrations, enabling quick quote generation and policy binding. The software also includes CRM features, client portals, and analytics to support sales teams in managing leads and client relationships effectively.
Pros
- Powerful product configurator for complex quoting and sales proposals
- Seamless integrations with multiple insurers and accounting systems
- Comprehensive client management and self-service portals to boost sales efficiency
Cons
- Steep learning curve for customization and advanced features
- Pricing scales quickly for larger agencies with high policy volumes
- Limited built-in marketing and lead generation automation tools
Best For
Mid-sized insurance brokerages seeking an all-in-one platform for sales quoting, policy management, and client servicing.
Pricing
Custom subscription pricing starting at around €99/month, based on users, policies, and modules; free demo available.
Conclusion
Evaluating insurance sales software reveals EZLynx as the top choice, with its integrated comparative quoting, agency management, and CRM tools driving sales and client acquisition. AgencyBloc and HawkSoft stand out as strong alternatives, each tailored to specific needs like specialized CRM for niche lines or efficient deal closure, making them valuable options. Together, these platforms showcase the industry's focus on streamlining processes to enhance productivity across diverse agency sizes.
Take your sales efforts to the next level—explore EZLynx to unlock its comprehensive tools and start improving efficiency and growth today.
Tools Reviewed
All tools were independently evaluated for this comparison