Alternatives to AGENCYMATE
Compare AGENCYMATE alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to AGENCYMATE in 2026. Compare features, ratings, user reviews, pricing, and more from AGENCYMATE competitors and alternatives in order to make an informed decision for your business.
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1
Jenesis Agency Management
Jenesis Software
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.Starting Price: $60/month/user -
2
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies. • Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships • Marketing tools with email campaigns, drip marketing, and texts • Automated insurance agency workflows • Business analytics, dashboards, and reporting for agency performance and pipeline management • Compliance and disclosure tools with e-signatures and required insurance documentation • Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management • Easy to customize for how your insurance agency works • Top-rated support • Free Android and iPhone apps • Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract requiredStarting Price: $85 per seat per month -
3
AgencyZoom
Vertafore
Put your producers on a rocket ship with AgencyZoom's easy to use sales platform. Stand out from the rest, to keep customers coming back to your insurance agency. An amazing Dashboard that shows you who is hitting goals and who's holding you back. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Build an automated customer journey from prospecting, to renewals, and beyond. Know exactly what you and your insurance producers need to do to succeed today, this month, and this year. Month after month you'll build up your insurance agency's Google Reviews automatically. Build an automated customer journey from prospecting, to renewals, and beyond. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Our lead manager makes it easy for agents to follow their valuable leads down the pipeline, with smart tools that help nourish the right leads today.Starting Price: $79 per month -
4
Apizeal
Apizeal
Insurance Agency Management System. The comprehensive HIPAA compliant software for independent agencies and agents, created specifically to solve the problems that you and your team face every day. Industry-Specific Technology at your fingertips. Manage Your Insurance Business from Anywhere, Anytime Apizeal is a cloud-based insurance agency management system that helps independent agencies and agents to evolve and grow their business with an industry-specific platform. The system integrates policies and client management with commissions processing, E-Contracting, marketing automation, and lead generation tools. All you need in one organized and secure place. Why choose Apizeal? Become The Leader In Your Market With The Right Solutions. We have designed each solution based on what insurance agencies and agents need to be successful. Agency administration. Drive an efficient HIPAA compliant agency. Apizeal saves you time, money, and resources by improving your workflow automatically -
5
LTS Pro
Business Assistant
This agent and agency management, marketing and tracking software system is designed to assist independent agents and agencies in tracking and running their agency more efficiently using best practices. The software is set up in an administration-mode. After the administrator signs in they go through the setup process by adding agents, carriers’ information, lead sources, and the drip campaign letters. They can also input group and individual commissions, create and upload custom letters, and set up all the group and individual client accounts for each agent. The software is designed to allow queries by carrier, by lead source, by type of lead, by agent. The administrator can run reports that display closing ratios such as sales vs. dead-leads, sales vs. callbacks. -
6
Agency Impact
Agency Impact
Meet Agency Impact, a new, reliable and powerful solution, built with simplicity from the ground up by retired insurance agents for insurance agents. Best of all, it was designed to work with your PC, laptop, tablet or smartphone anywhere and anytime. We have launched the most cost-effective web-based insurance agency management program on the market today. Whether your agency is large, small or in between, we pride ourselves on providing the best solution for your insurance management needs, a sophisticated investment at modest pricing. Agency Impact works the way you do. It delivers excellence, plus, superior and unsurpassed flexibility. By utilizing the power of the Internet, Agency Impact allows you to share up-to-the-moment customer information, access crucial files and view your critical data and make the right choices, from your office, on the go, or from the comfort of your home.Starting Price: $49 per month -
7
Aspire
Impowersoft
We are a leading provider of insurance agency management software solutions. Our focus is to provide our clients with groundbreaking applications and innovative services that enhance their businesses and allow them to get the upper hand on their competition. What could this mean for your business? Simply put, higher levels of customer satisfaction, increased profits and lower operating costs. Our product is a comprehensive and cost-effective insurance CRM software / insurance agent software application tailored specifically to meet the demand of the modern insurance agency. Our insurance agency management software, called “Aspire,” is a result of collaboration from experts with backgrounds in both insurance and software development. As a result, our clients get innovative, first-to-market insurance agent software features that no other company has. Our insurance agency management software is packaged to be one of the most cutting-edge and simple solutions for insurance agencies.Starting Price: $129 per month -
8
Eclipse
North American Software Associates
Eclipse offers the robust features independent insurance agencies need, without burdening their budget. It’s the ideal tool for tracking data and hitting sales goals. Make digging for client data and deal with external accounting platforms' problems of the past. With Eclipse, your agency can automate many of its manual processes and give agents more time to connect with current and prospective customers. The Eclipse Agency Management System follows a per-user pricing model. With per-user pricing, there is no mystery behind how much the software will cost. Instead, agencies always have a clear idea of what their investment will be, and they are in control of whether the costs go up or down. When your agency grows and you add more agents, those agents will become new users. If your agency operates or acquires additional locations, Eclipse's Multi-Agency scalability allows your system to grow with your business. -
9
Canary AMS
TechCanary
TechCanary is a premier technology company that offers cutting-edge software solutions for brokerages, insurance agencies, and agents. With TechCanary's core product, the Canary AMS, the company aims to provide an analytics-driven, cloud-based agency management system (AMS) that maximizes agent productivity and improves customer service. Built 100% natively in Salesforce, this number one insurance solution helps brokerages and agencies successfully manage their policies and meet all their sales and service needs.Starting Price: $100.00/month/user -
10
Special Agent
Special Agent
Save time and money while increasing your productivity and sales volume with Special Agent, the complete insurance agency management software system. The wide range of powerful and intuitive features in Special Agent will help you better service your customers and increase revenue without emptying your bank account. Contact us to schedule a demo or Chat Now with a live representative and you'll see why agents that switch to Special Agent become raving fans. Special Agent puts your agency - every client, carrier, policy and form, at your fingertips. It works like you work, with all the functions designed for speed, accuracy and efficiency. Special Agent works with your carriers to provide seamless integration, avoid duplicate entry, and put the most current information at your fingertips. -
11
InsurAMS
InsurAMS
InsurAMS is agency management software for independent insurance agencies, streamlining daily operations. The renewal queue prioritizes policy renewals by urgency, helping prevent missed deadlines. Agents can quickly generate certificates of insurance by auto-filling stored policy data, eliminating manual entry. The platform centralizes client management, providing access to records, policy details, and interaction history. An activity log tracks calls, emails, and notes, while task management links tasks to specific clients and policies. Metrics like total premium and breakdowns by coverage type and carrier offer insights into the book of business. InsurAMS supports CSV import for migrating client and policy data and allows data export to ensure agency ownership. With minimal setup, agencies can start using the system immediately without extensive onboarding.Starting Price: $99/month -
12
Momentum AMP by NowCerts
NowCerts
Momentum AMP by NowCerts is an AI-powered agency management platform built for insurance agencies that want to automate workflows, improve communication, and manage operations in one connected system. The platform includes Momentum AMS, Momentum Automation Center, Momentum Edge, Momentum Enterprise, Momentum MAPS, Momentum PremFi, Momentum PROs, Momentum Rate, Momentum Toolbox, Momentum Voice, and InsuranceAgency.AI. Momentum AMS helps agencies manage policy administration, billing, claims, reporting, and client service through a user-friendly all-in-one solution. Its automation tools support email, text messaging, task assignments, pipeline management, notifications, and other workflow improvements that reduce manual work. Momentum also offers solutions for lead generation, premium finance quoting, commercial lines rating, managed services, staffing support, AI tools, and voice agent capabilities. Momentum AMP is designed to help insurance agencies modernize their operations, increaseStarting Price: $49.00/month -
13
Xanatek
Xanatek
An intuitive system based on the latest technology — bundled with unlimited training and support. Our mission is to ensure you get maximum value from your agency management system. We specialize in solutions for small and medium-sized agencies with a single focus on customer service. Xanatek was founded by Brent Sheppard—a former insurance agent—who realized there was an opportunity for agents to get more value out of their management systems. Brent saw an opportunity to create an easy-to-use management system and bundle it with support and training at a value-based price. His goal: give small and mid-sized agents the systems they need to run and grow their businesses while providing the right support to enable them to fully utilize the technology. Today, the company, which has been in business since 1995, helps independent agents better run their businesses with our advanced, cloud-based agency management system. Using our system, agency staff can access critical client data.Starting Price: $795.00/one-time -
14
AgentCubed
AgentCubed
Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more. -
15
Veruna
Veruna
Leveraging the Salesforce platform, Veruna is bringing to insurance what 80,000 businesses in other industries have already been using for years. Finally, a system your agency can configure to sell more, be more efficient and serve your customers better. Veruna is the revolutionary insurance management system purpose-built to unchain you from what's held you back for years. Putting the agency first, Veruna allows agencies to configure their software to match their unique business processes by building customer workflows, and automated back-end processes and interacting seamlessly with tools and customer-direct websites and portals. It’s time for forward-thinking independent agents to take up the banner of change, demanding more than the status quo that dominant providers have been serving up for years. With Veruna, agencies can easily configure their systems to prioritize what matters the most to their businesses - helping customers, growing business, finding unique solutions, etc. -
16
EZLynx
EZLynx
Each EZLynx product integrates with our comparative rater and agency management system to provide a single platform. Bundle products to increase efficiency or purchase them separately. EZLynx provides innovative insurance software that helps streamline your agency’s workflow. You can bundle products to supercharge your agency's productivity or purchase products individually to meet the unique needs of your business. Each product integrates with our comparative rater and agency management system to provide a single platform to manage customers through their full life cycle. From real-time home and auto quoting on your insurance agency website to email marketing, EZLynx has a solution for you. The cloud-based system allows agents to maximize client acquisition and client servicing through the full client life cycle. Find each of your customer's quotes, policies, and documents in one place. -
17
Agency Office
Agency Office
Cloud based platform ensures that you never have to worry about buying and maintaining servers within your offices. Agency Office provides all its applications and websites from a tier 1 data center in UK, where a suite of powerful servers, running its virtualized infrastructure. These servers are configured in a load-balanced, highly resilient topology, with automated failovers, real-time backups, off-site regular backups, and redundant hardware. The management software for business transfer agents and commercial property agents. Agency Office provides commercial property agents and business transfer agents with cloud-hosted customer relationship management software (CRM), and market-leading responsive websites. Cloud based software ensures that you do not have to worry about buying and maintaining servers within your offices. We use the best practice for menu and screen layouts, and provide commonality for ease of use. -
18
Agency Advantage
Agency Advantage
You are in business to build a successful insurance agency. The problem is efficiently serving and retaining customers while acquiring new ones. Let us show you how to boost your agency's sales, renewals, and profit. If you don't succeed then we don't succeed. We care about your business because that's how it should be. Every agency is different. Our training staff goes beyond covering the basics to help maximize the benefit of Agency Advantage in your workflows. We don't make phones, laptops, or printers, but we have to deal with them too. Our fast friendly support team can assist you with all your Agency Advantage technical questions. -
19
Equisoft/centralize
Equisoft
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Our insurance agency management software powers your business with out of the box business processes built by industry insiders. Policies sold and commission projections are just a few of the key reports that track operations. Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds. -
20
Agency Matrix
Zywave
The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface, and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard. Agency Matrix reduces the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production. Save time and money with automated reporting and telephone integrations that automatically launches a client’s account based on the incoming phone number. -
21
Zywave Sales Cloud
Zywave
Streamline mission-critical workflows to fuel organic growth. Every agency needs a process to find and write new business, while providing the best service to renew current clients. Enable your agency with world-class technology to automate your everyday tasks, so that you can deliver superior value to your prospects and clients. Get in front of qualified leads and retain your existing clients by using technology to elevate your sales, renewals, and servicing. Enhance the entire process—all the way from prospecting to renewals—by using the game-changing tools available in the Zywave Sales Cloud. Compete on a whole new level by using our comprehensive suite of tools to generate new leads, nurture prospects and existing clients, and streamline servicing workflows. A comprehensive platform to simplify your entire sales process. Identify and market to new leads, coordinate all your communications with ease and take control of prospect meetings by delivering valuable insights. -
22
RenewalCompass
Regency Software LLC
RenewalCompass is a policy renewal pipeline built for independent insurance agencies with one to ten producers. It fills the gap between spreadsheets and a full agency management system, giving agents and their teams a shared, risk-scored view of every renewal in the book. Every policy in the renewal window is automatically scored by premium size, days to expiration, and recent contact activity. High risk accounts rise to the top so producers know exactly where to focus each day without rebuilding a priority list from scratch. The pipeline board moves renewals through five clear stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, with one-click stage progression and a full contact log on every account. The whole team works from the same board so nothing slips when a producer is out or a busy week gets away from the agency. RenewalCompass.comStarting Price: $59/month/2 users -
23
Mindware Insurance Agency System
Mindware Systems
We provide comprehensive solutions for small and medium companies in improving quality and productivity of work at a very competitive price. MIAS is specially designed for Insurance Agencies and Agents. Powerful, Easy-to-Use, Affordable, Lower maintenance costs, Fast and effective systems implementation and integration. It can handle your daily tasks as well as accounting statements. We can import the data from the program you are currently using to MIAS. Enter quotations, policies, endorsements, renewal notices, payments, commissions and generate outstanding payments & sales reports. Scan all your documents Proposal Forms, Schedules, CI’s, Endorsements, claims and link them to policies so that you don’t have to search hard copies. Templates are specially design input screens for each class of insurance. Find Policies by any given details (eg. Customer telephone, Name, Address, Policy number, endorsement number, etc…). -
24
Agentero
Agentero
Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape. Predictive pipeline converts existing data into actionable insights. You get a data-fueled pipeline that proactively surfaces cross-sells, up-sells, and other opportunities - at the right moments, so you know exactly how to use your time. Smart workflows let you work more efficiently. You get a powerful layer of client interaction tools to streamline communication, automate mundane tasks, and cut down on busy work.Starting Price: $99 per month -
25
EbixASP
Ebix
EbixASP is the first online agency management system built from the ground up to take full advantage of what the internet has to offer. No longer does an agency need to worry about maintaining updates of agency management software or worrying about whether a backup is valid. The only software required is Microsoft Internet Explorer 11.0 and a connection to the internet. Now you have access to your data anywhere, anytime, anyplace. Even your cell phone becomes an extension of your EbixASP system, allowing your agency to keep you informed with important messages while you are out doing what you desire to do – SELL INSURANCE! EBIX, a leading international supplier of On-Demand software and E-commerce services to the insurance industry, Ebix, Inc., (NASDAQ: EBIX) provides end-to-end solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry. -
26
OneLink
Intruity
OneLink was created with the agency owner in mind. We were born out of the desire to obtain a more comprehensive and advanced technology base for the insurance industry. OneLink leads the industry as a complete and diversified solution. OneLink gives you complete control of your agency. Easily create hierarchies and manage user access. Keep track of potential clients as well as repeat business. Spot new opportunities to expand your insurance services, all in the same system. Track payments and process commissions with ease. OneLink can handle both manual and automatic processing, and is totally customizable. OneLink generates multiple reports containing production data, policy summaries, call performance and commission tracking. OneLink provides this data almost instantaneously. We recognize the insurance industry requires a unique set of functionality when it comes to lead management. OneLink uses ForcedLead technology to support your agency with up to date contact opportunities. -
27
Gen4 Agency Management
Gen4 Systems
An agency management system the whole team will use. From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use. The Gen4 sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency. Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency. Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.Starting Price: $195 per month -
28
mPACS
Mandon Software
mPACS by Mandon Software is a specialist insurance software solution purpose-built for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. Robust, feature-rich, and flexible, mPACS provides a complete solution for managing quotations, policies, and claims. Available on-premises or in the cloud, mPACS offers a rich set of features for documenting, rating, quoting, renewing, claiming, marketing, interfacing, auditing, and more. -
29
AgentSync
AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems. -
30
Newton by Agency Systems
Agency Systems
Newton by Agency Systems provides insurance agencies of all sizes with reliable, full-featured insurance agency management software systems for commercial and personal lines retail agencies, brokers, and general agencies. Even the most stable agency management system provider is of no value unless they are willing to commit all of the resources required for a successful transition, including the unlimited training and support your agency needs. Experience proves that some agencies require more individual attention than others, and you should demand that support without question and without additional fees. We’ve been diligent in creating intelligent agency management software that will empower you to work smarter and more efficiently. Our innovative user interface offers capabilities and design features unlike anything insurance agencies have seen before.Starting Price: $185.00/month -
31
eVo
Evolution Agency Management
Evolution is designed by agents, for agents, and is available at a much lower cost. No matter which products your customers need, you need a revolutionary agency management system that can help you run your entire business. You’ll get a powerful client app with quoting, claims and payment options, so your clients can access their policies whenever and wherever they want to. eVo is a comprehensive and affordable agency management system offering many innovative features. If you’re ready to step up your management with eVo, or would like more information, contact us. You continue to remain our top priority in these unprecedented circumstances, and we are here to answer any of your questions. Please do not hesitate to contact us with any concerns you may have. Secured hierarchical Structure. DocuSign Integration. Microsoft Outlook Integration. Client-facing Mobile App. In-Platform Texting Capability.Starting Price: $200 per month -
32
EnrollHere
EnrollHere
EnrollHere is a fully integrated insurance distribution platform for agencies and carriers, built to simplify, optimize, and grow operations from leads to commissions. Its product suite solves critical operational functions that can work independently, but are built to operate together as a single system of record for insurance distribution. EnrollHere Complete delivers the full platform with nine integrated products working in one closed-loop environment where telephony, routing, policy management, commissions, compliance, and intelligence stay connected. EnrollHere Connect enables compliant, intelligently routed agent conversations with real-time controls, call recording, monitoring, enforcement, transcription, and audit-ready call records. EnrollHere Flow provides AI-powered call tracking, attribution, and routing infrastructure, using dynamic number insertion, multi-touch attribution, session-to-call linkage, rules-based routing, AI-assisted routing logic, and AB testing.Starting Price: $7,500 per month -
33
Radius
Radius Bob
CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.Starting Price: $34 per month -
34
ARS Manager Plus
Agency Rating Systems
In today's slow economy and competitive business environment, you need an affordable insurance agency management software system that gives you the ability to process your workflow faster than ever before. ARS Manager Plus will make your staff more productive and your agency more profitable. ARS Manager Plus is a powerful 32 bit Agency Management System designed to give you total control of your agency. From a Transactional filing engine to a powerful internal word processing feature, to scanning or capturing and displaying stored images and documents, Manager's comprehensive features allow you to leverage your agency's automation needs. See a list of important features in this third-generation Agency Management System by ARS. ARS Manager Plus is no ordinary insurance software application. It is a full-blown and state-of-the-art agency management system. -
35
HawkSoft
HawkSoft
Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view. -
36
Agency Anywhere
Choices Software
With many in the workforce switching to working from home, Agency Anywhere ACORD Forms™ is the perfect solution. It makes working with ACORD Forms quick and easy. Agency management options can be added or removed, as needed. Only pay for what you need. Choices ACORD Forms™ can be filled-in, saved, signed, grouped, sorted, combined and emailed. Choices Agency Anywhere™ software allows you to choose and pay for only the features that you need. As your insurance agency grows, you can add features at your own pace, saving time and money. ACORD Forms are standardized forms used in the insurance industry. Choices Software, Inc. has added value to ACORD Forms for over 30 years. Standards for ACORD Forms are set by ACORD.Starting Price: $75 Semi-Annually -
37
Commission Tracker
Commission Tracker Software LLC
With Commission Tracker as part of your team, you gain the advantage of streamlining your commissions process effortlessly. This powerful tool enables you to conveniently pay agents, generate reports, and achieve much more. Numerous agencies initially struggle with tracking commissions using inadequate tools, leading to overwhelming situations where producing necessary reports becomes challenging. However, Commission Tracker can completely revolutionize this experience. Instant Access to your data from anywhere! Nothing to download, install, update or backup ever! Perfect when multiple users need access from various locations but still want to share the same database.Starting Price: $67.00/month/user -
38
Cratchit LTX
Systeme Software
Whether you run the licensing department for an insurance carrier, work in a call center, or run a small agency, the licenses and appointments of your agents are critical to your ability to do business. Systeme Software proudly offers Cratchit LTX™, designed to give you the efficiency and flexibility you need to meet your goals. Since 1983 our software has helped insurance professionals at all levels keep their data under control allowing them to manage the day-to-day issues that come up in the insurance business. Our easy, user-friendly software is intuitive and works without any special requirements. It's entirely web-based so you never have to download, install, or update a thing. Cratchit was created in 1983 by PC Designs, Inc. of Wayne, PA. Compliance with state, local and federal laws is critical to your company. With Cratchit LTX™ you never need to worry about the status of your sales force and their licenses again. We keep up with those rules and keep our software current. -
39
BrokerEdge
Damco Solutions
BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to automate and simplify day-to-day workflows like customer database maintenance, lead tracking, policy updating, and more. Apart from modules for automated marketing, lead management, commission tracking, and policy administration, the leading insurance broker software also boasts a cutting-edge customer service portal and mobile application to offer unmatched scalability and flexibility. The capabilities offered by BrokerEdge will not just drive the bottom line but also remove bottlenecks and ensure seamless workflows. -
40
Partner Platform (Partner XE)
Strategic Insurance Software, LLC
Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner. Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners. -
41
TL LeadManager
TargetLeads
TL LeadManager® is our lead management system designed exclusively for Life and Health Insurance Agents. Managing your Medicare Supplement, Long Term Care, Final Expense and Annuity leads has never been easier. If you don't have or don't love your current lead/contact management system, you need to check out TL LeadManager. This feature rich, easy to use contact management system, CRM, is designed to minimize the time you spend working leads and maximize your selling time. Reduce your paperwork, be more organized than ever before and start selling more policies. Used in conjunction with TargetLeads® we can make your direct mail marketing efforts as seamless as possible. Whether using Turning 65 lists for Medicare Supplement or any other kind of insurance leads, TLLM will allow you to manage, follow-up and run reports on all of your campaigns.Starting Price: $40 per month -
42
Agents Ally
Agents Ally
Agents Ally is a powerful productivity tool created specifically for insurance agents. Using industry leading capabilities like SMPs, integrated Calling Sessions and List Imports, Agents Ally adds new incredible features and increases automation to fully optimize your marketing and sales operations. A key metric dashboard allows you to view the most important information up front and provides quick links to take action. Weights and ranks assign scoring to scheduled tasks ensuring the best opportunity is always next in line for action. Streamline execution of call tasks and campaigns allowing more time for deeper conversations and relationship building. Create customized, real-time and responsive marketing experiences that automatically adapt to each customer’s needs and preferences. Stay connected and productive while away from the office. Sequential Marketing Programs deliver targeted, multi-channel messages in specific order over a designated period.Starting Price: $99 per month -
43
GreenWave
GreenWave
The only enterprise-grade commission's management system dedicated to the Insurance industry. With over 30 years of experience in technology and insurance, he has made it his personal mission and his company’s mission to liberate, inspire and encourage his clients’ growth through the application of innovative technology and exceptional service. We have spent the last 18 years studying commission processes working directly with CEOs, COOs, and commission teams of insurance agencies, BGAs and IMOs. During these years, we noticed that growth-focused agencies, like your own, always get caught in one of the traps surrounding the commission process. Any of these traps will cause a bottleneck, slow down and restrict your growth, and make you miss out on profitable opportunities. In 2000, he started a company called SPI Software Solutions (later renamed to GreenWave) providing software and consulting to banking, financial, insurance, manufacturing, and law enforcement organizations.Starting Price: $55 per month -
44
AgentMethods
AgentMethods
All-in-One Website Marketing Platform for Insurance Agents. Your new and beautifully designed insurance website, online in minutes. Beautiful websites designed to sell insurance. Use AgentMethods Insurance Email Campaigns to generate new insurance leads, increase referrals, or cross-sell products to your current customers. Agents can create insurance email campaigns easily with our platform. Choose from our library of carefully crafted campaigns, which are all ready to go with images and copy. Then schedule your email delivery.Starting Price: $149.00/month/user -
45
BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
46
Sagitta
Vertafore
The enterprise-class agency management solution for your insurance business. Whether you’re growing organically or through acquisitions, your needs as a large business differ from those of local, independent agencies. Sagitta provides an insurance solution that meets your enterprise needs and allows for rapid growth through acquisitions or traditional methods. It also supports your complex and specialty lines of business. Get flexibility at the user and department level to enable your agency to work the way that is best for your business. Advanced accounting and finance capabilities address your agency's unique needs, so you save time. Grant or restrict access to sensitive information at the user level to ensure your data remains secure. -
47
TIS
Comtec Global
An integrated general insurance software designed for insurance companies processing all personal and commercial lines of business. All TIS modules draw their information from a single instance database and business rules repository. The application supports the entire spectrum of core insurance-related functions including client administration, underwriting, policy and endorsement generation, claims management, co-insurance/reinsurance handling, billing and collection of payments, cash receipts and disbursements, agency and commission management, production processing and management reports - all combined within a multi-company, multi-currency and multi-lingual system. Reinsurance accounting and automated underwriting systems. Insurance Products Generator and rating tool. Policy Administration. Billing and Collection. Claims management software. Agent commission management. -
48
Agency Master
Agency Master Insurance Software
Agency Master is a state-of-the-art insurance agency management software solution purpose-built for the trucking, equine, aviation, general commercial, and specialty lines. Cloud or local based, Agency Master promotes 100% paperless offices and delivers powerful capabilities that include workflow, certificates, accounting, ACORD and company-specific forms, integrated e-mail, reporting, carrier access, history, and more. Featuring an intuitive toolbar and task list, Agency Mater has everything an agency needs to seamlessly manage its client base. -
49
Benelinx
Benelinx
Benelinx is a cloud-based agency management platform designed specifically for employee benefits insurance brokers to manage sales, client relationships, and policy operations in a unified digital system. Built on the Salesforce platform, it combines CRM capabilities, workflow automation, and insurance-specific data management into a single environment that supports the entire lifecycle of employee benefits services—from prospecting and quoting to policy management and renewal. It replaces fragmented tools and manual processes with integrated workflows that streamline agency operations, eliminate duplicate data entry, and centralize information across teams. Benelinx includes an integrated quoting engine, a customizable market plan library, and an automated document generator that allows brokers to move from quote to proposal and finalized sale much faster than traditional manual processes. -
50
GloveBox
GloveBox
The agency branded self-service platform connected to all insurance carriers. A premier technology for the IA channel. GloveBox is a centralized mobile and web application allowing insurance policy holders to access their policy documents, pay a bill, initiate a claim and so much more regardless of which carrier their policies are written with. The goal of GloveBox is to enhance the customer experience for the insurance client while reducing service costs and increasing overhead for both agencies and carriers. A seamless all-in-one platform connecting clients to your agency and their carrier(s). Choose from a full list of insurance companies to organize personal lines policies inside your GloveBox. Once your carrier is selected, it is added to your homepage and you may proceed to register for an account and/or login. GloveBox includes robust automation for client distribution and a seamless in-app experience.Starting Price: $150/month