Alternatives to SiegeAMS
Compare SiegeAMS alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to SiegeAMS in 2026. Compare features, ratings, user reviews, pricing, and more from SiegeAMS competitors and alternatives in order to make an informed decision for your business.
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1
Vbout
VBOUT
VBOUT is an AI-enabled marketing platform that helps small teams create big businesses. VBOUT is trusted by 1000’s of businesses and agencies worldwide to automate and centralize their marketing while delivering engaging, personalized experiences to their audiences. With VBOUT, you can: - Boost productivity, deliver personalized content, and increase ROI using AI-powered features. - Streamline interactions with a multi-channel AI chatbot. - Manage all your social media from one place. - Engage with your customers by creating and sending winning email campaigns. - Design stunning, personalized and dynamic landing pages with no coding. - Create automations with an intuitive visual builder. - Capture and nurture leads from click to close. - Grow, maintain and segment audiences lists with ease. - Track and analyze all your marketing activities on a customizable dashboard. VBOUT connects to 1000's of apps and existing tools.Starting Price: $50/month -
2
Upfluence
Upfluence
Upfluence is the only Influencer Marketing platform that enables brands and agencies worldwide to turn their own customers into sales-driving influencers with Live Capture. Upfluence's platform is made to search for influencers through different criteria and filters, all over the world, on 7 different social media platforms. It makes contacting them at scale easier through an included CRM tool; gives more comprehensive management by allowing users to run parallel campaigns and manages automatically all administrative tasks such as international influencer payouts. Advanced analysis of KPIs of any campaigns or hashtags through social listening allows for more advanced reporting and campaign understanding. The software is independent from the social media platforms which prevents it from any interrupting service and is a true all-in-one software. -
3
DocTract
DocTract
DocTract revolutionizes how organizations leverage key documents through a dedicated cloud solution with advanced collaboration capabilities . Policy Management, Procedure Management and Contract Management transform into true value added processes that directly enable organizations to collaborate, deploy and secure key documents . DocTract understands the special requirements needed to process Policies, Procedures, SOPs and Contracts. Built-in capabilities assist throughout the process from collaborating on revisions to approval levels and electronic signatures. -
4
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 -
5
InsuraCRM
Damco Solutions
InsuraCRM, a fully-functional insurance CRM software, unleashes the power of automation and enables insurance agencies, carriers, and brokers to boost sales and customer acquisition. It helps insurers manage administration, organize customer data, automate underwriting processes, resolve claims in quick time, generate quotes, and more from a centralized platform. The agile CRM for insurance agents is equipped with next-gen features and functionalities to empower insurers to collaborate in real-time and discover more up-selling and cross-selling opportunities. -
6
QQCatalyst
Vertafore
QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. It enables agencies to strengthen customer relationships and ensure effective business management, so they can focus on growing their book of business. Identify new business, round out your current accounts, and strategically manage prospect sales cycles. Built-in tools for creating campaigns to better service your existing customers, cross-sell, or acquire new customers. Track your employees’ activity within the system, allowing you to recognize leaders and get insight on how to improve productivity. Let QQCatalyst focus on customer relationships and business management so you can focus on growth. Easy-to-use marketing automation tools. Existing customer service email campaigns. Cross-selling email campaigns. New customer acquisition email campaigns.Starting Price: $129.00/month -
7
Adplorer
Adplorer
Adplorer’s local digital advertising software is the world’s first all-inclusive local marketing automation platform built specifically for marketing agencies, Franchisor CMO's and SMB resellers. Adplorer enables users to scale local advertising campaigns across thousands of SMBs, Franchise Locations, and Enterprises. Agencies and internal marketing departments use Adplorer to automate the creation, management and reporting of advertising campaigns on Google, Bing, Facebook, Waze and LinkedIn as well as manage their client's Google My Business and Social Media profiles. Campaign managers use Adplorer to create and sell templated customized local campaigns that generate maximum ROI through collective intelligence-backed ad spend optimization, create aggregated reports for national multi-location brands and easily monitor campaigns with customizable alerts. Aplorer is making local advertising management fast, simple and precise. Get in touch and ask for a demo today!Starting Price: Available upon request -
8
Synup
Synup
Synup OS is an all-in-one operating system built for marketing agencies to manage sales, clients, and service delivery from a single platform. It helps agencies grow revenue, retain clients, and replace multiple disconnected tools with one centralized system. Synup offers a suite of white label local marketing apps for listings, reputation management, and social media—allowing agencies to deliver essential SMB marketing services at no extra cost. With AI-powered automations, churn forecasting, and unified client data, Synup makes it easy to manage pipelines, track campaign deliverables, automate billing, and uncover upsell opportunities. Whether managing 10 clients or 10,000, Synup helps agencies deliver better local marketing results and a stronger client experience through one powerful platform.Starting Price: $79.00/month -
9
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. -
10
RiskMatch
Vertafore
With over $130B of in-force premium, RiskMatch is the most comprehensive data and analytics platform that provides agencies and brokerages with actionable insights to grow their business. It supplies better recommendations, identifies specific revenue opportunities, and informs executive decisions resulting in increased growth and better relationships with customers and carriers. You're sitting on a treasure trove of data, but without the right tools you might as well be mining in the dark. Find out how RiskMatch can unlock your data, today. Agencies and brokers using RiskMatch have answers to these questions, they average 7% higher renewals and cross-sell 1.4 more products per customer. Analytics in Your Inbox gives producers and account managers valuable insights into renewal information, commission insights, and cross-sell opportunities. See your entire business in one place, in real-time, by office, producer, product, industry, insurer and premium band. -
11
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 -
12
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. -
13
Bold Upsell
Bold Commerce
Bold Upsell is a Shopify application designed to enhance average order value by presenting targeted upsell and cross-sell offers throughout the customer journey. It provides merchants with the flexibility to create various offer types, including true upsells that encourage customers to upgrade their selections and cross-sells that suggest additional complementary products. These offers can be strategically placed on product pages, within the cart, during checkout, after purchase, and even through email campaigns. The app features AI-powered Smart Offers, which utilize store-specific data to generate high-converting suggestions and allow for the creation of comprehensive sales funnels that combine upsells, cross-sells, and downsells. Integration with Bold Subscriptions enables the promotion of subscription-based products, facilitating "subscribe and save" offers and upselling opportunities within the customer portal and via email.Starting Price: $9.99 per month -
14
OpenProposal
OpenProposal
OpenProposal is all-in-one proposal software that helps freelancers, agencies, and small businesses close deals faster. Create professional proposals with a drag-and-drop builder, collect legally binding e-signatures, and get paid instantly via Stripe integration. Features include customizable templates, real-time tracking, analytics. Replace separate proposal, e-signature, and invoicing tools with one simple platform.Starting Price: $29 -
15
Canopy Connect
Canopy Connect
Embed insurance intelligence into your applications to drive cross-selling opportunities or launch an insurance marketplace. Augment your users' profiles with rich insurance information directly from the source. Understand assets, coverages, and risk profiles to uncover new ways to provide value to your use. Work with Canopy Connect's partners to unlock new insurance revenue streams that range from pay-per-click to full white-labeled insurance agency solutions. Delight your users with easy-to-use interfaces that make it easy to share insurance information. Use our UX or yours. Powering customer-obsessed companies, fintechs, insurtechs, marketplaces, lenders, insurance carriers and more. We enable users to quickly and securely share their insurance information through integrations with the nation’s top carriers. Imports and structures insurance documents, policy details, contact, information, driver data, and claims history, and enriches critical information.Starting Price: $1,000 per month -
16
Okera
Okera
Okera, the Universal Data Authorization company, helps modern, data-driven enterprises accelerate innovation, minimize data security risks, and demonstrate regulatory compliance. The Okera Dynamic Access Platform automatically enforces universal fine-grained access control policies. This allows employees, customers, and partners to use data responsibly, while protecting them from inappropriately accessing data that is confidential, personally identifiable, or regulated. Okera’s robust audit capabilities and data usage intelligence deliver the real-time and historical information that data security, compliance, and data delivery teams need to respond quickly to incidents, optimize processes, and analyze the performance of enterprise data initiatives. Okera began development in 2016 and now dynamically authorizes access to hundreds of petabytes of sensitive data for the world’s most demanding F100 companies and regulatory agencies. The company is headquartered in San Francisco. -
17
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. -
18
AgencyAuto
Infiniti Software Solutions
AgencyAuto is a one-stop solution that helps Travel Agencies in optimizing their business through streamlined Transformation. By seamless integration of multiple GDS/ API's, accounting system on the online booking tool that tends to automate the processes. It paves a way to automate complex manual tasks that reduce errors and increase productivity, which in return reduces the operational cost and Turnaround time. AgencyAuto provides a single platform for travel agencies to manage different vendors and inventory. It enhances cross-selling of ancillary services by vendor integration. AgencyAuto helps travel agencies to set up policies for each corporate such that every request raised is cross-checked to ensure non-violation of company policies. AgencyAuto tracks all the transactions and gives summarized reports for BSP reconciliation that helps in the smooth flow of data and funds between travel agencies and airlines to ensure better control. -
19
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. -
20
AgencyOrganizer
AgencyOrganizer
With its integrated features and functionality, AgencyOrganizer exceeds expectations by providing cost effectiveness, security, and customizability in all areas of operations. AgencyOrganizer's effectiveness ranges from linear integration of data to pioneering effective Agency Management procedures that aid agencies with organization and the ability to earn higher profits and increased market share. AgencyOrganizer is able to store all of the documents for the user’s cases and associates. From emails to scanned documents, AgencyOrganizer allows the user to keep track of every document that is vital for recordkeeping, without the clutter and possible loss of hardcopies of documents. Not only will AgencyOrganizer track your documents, the application also has the ability to keep records of any notes, phone calls, appointments, and more. AgencyOrganizer can also organizer your time with its built in calendar and task tracking features.Starting Price: $20 per month -
21
BimaGrow
BimaGrow
BimaGrow is a complete business growth platform designed for insurance advisors. From managing client data, policies, and renewals to tracking commissions and generating business insights, BimaGrow makes everything simple and organized. With powerful features like Lead Management, Policy Management, Renewal Reminders, Commission Tracking, Ledger, Business Reports, and AI-powered tools, advisors can focus more on sales and service rather than paperwork. BimaGrow also offers a lifetime free advisor website, unlimited editing, marketing posters, and vehicle/policy search to make your work smarter. You can even manage family groups, upsell or cross-sell policies, and unlock additional income opportunities through tie-ups. Whether you’re an independent advisor or running an agency, BimaGrow helps you save time, increase efficiency, and grow your insurance business with confidence.Starting Price: ₹2,999/year -
22
Perfect
Note-e-fied
Perfect by Note-e-fied is a customizable home health solution that allows home health agencies to manage electronic signatures, medication databases, manage employee tracking, and billing. Perfect is ideal for home health agencies of all sizes and deployable both on premise and in the cloud. Perfect key features include customizable notes, vital sign parameter alerts, customizable dashboard, live chat, and more. Perfect is also available via iOS and Android mobile apps. -
23
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. -
24
Applied Analytics
Applied Systems
Turn your raw business data into powerful insights into the performance of your business. Leverage the first insurance data analytics solution built specifically for your business to access multiple levels of analysis on key performance indicators for your agency’s book of business, employee operations and insurer relationships. Through an easy-to-understand visual interface, Applied Analytics™ allows you to obtain powerful graphical business insights from your existing management system data to drive greater employee productivity and increase profitable relationships with clients and insurers. Gain a consolidated view of internal operations with key performance indicators based on employee performance trends, success rates and progress toward projected goals. Analyze critical business KPIs and client portfolio development to sustain current client revenue and build additional revenue channels. -
25
InsureMO
eBaoTech
InsureMO (Insurance Middle Office) is an insurance middleware platform for insurers, brokers, agents, channels, InsurTechs and start-ups; enabling use cases for any product and channel. InsureMO is the chip powering the insurance industry ecosystem allowing insurers to create products faster, solution providers to include their innovations and distributors to create insurance apps to on-sell products to customers. Don’t reinvent the wheel. Find the most popular products in your region, customize and go to market without having to define your product from scratch. Customize and maintain your products using our state-of-the-art insurance product design tools. Access hundreds of services to support any insurance policy lifecycle. From life, general, and health-specific functionality to sophisticated policy servicing APIs. Use our service orchestration tools to build and run your insurance applications just the way you want. -
26
PolicyHandler Enterprise
JW Software
PolicyHandler Enterprise, a web-based policy management solution for Workers' Compensation, was designed to support all phases of the policy lifecycle. Robust and comprehensive, PolicyHandler has features that include quoting, data-driven rating tools, direct and agency billing, automated renewal process, and optional workflow tools. PolicyHandler also features emailing capabilities for sending and receiving mail within the policy file. JW Software's skilled professionals and customer service excellence are what account for our Industry Leading Services. We take great pride in our unparalleled support services to ensure quality customer training and proficient product updates. Look below at some of the support services we offer our clients. PolicyHandler Enterprise's™ capabilities include data-driven rating tools, quoting, automated renewal processes, billing, and optional workflow tools while staying up-to-date with the latest policy tools. -
27
CruiseBase
TravTech
This is the full product suite that includes the fully customizable widget and booking flow sites, an agent booking platform and a robust back office. This is ideally suited for agencies involved with online marketing campaigns, search and booking capability on agency’s websites, a standardized agent platform for managing and servicing of customers and back office for managing the cruise booking operations, revenue management and customer relationships. This product also offers a full suite of reporting tools, modules for managing group inventory and revenue management. -
28
AgencyBuzz
Zywave
AgencyBuzz is an automated agency marketing system that includes email, print mail, voice, and SMS. It increases closing ratios and improves client retention by keeping your agency in front of prospects and clients, through consistent, personal communication. Improve your close ratio, client retention, and referrals with automated marketing. No longer worry about missing an opportunity to sell! With AgencyBuzz you can always stay in front of your ideal prospects through multiple marketing channels. Increase your close ratio by always being present for your prospects to help guide them from lead to client. Automate your cadences and campaigns to engage with your clients about timely upcoming renewals or payments. Provide additional information and educational content on a scheduled basis to demonstrate your value and grow trust with your clients. With the ability to create multiple communication touchpoints, help drive referrals and reviews with your best clients. -
29
WhiteLabelSEO.ai
WhiteLabelSEO.ai
WhiteLabelSEO.ai is a fully customizable white label SEO platform that allows agencies to launch their own branded SEO automation service in minutes. Powered by advanced AI and autonomous content-generation technology, it enables agencies to deliver SEO-optimized content, keyword workflows, and ongoing search visibility improvements without expanding internal teams. By keeping production in-house through a private-label environment, agencies gain stronger client retention, higher margins, and scalable output. WhiteLabelSEO.ai eliminates the need for outsourcing and provides agencies with a future-ready AI SEO engine that operates continuously, helping them grow faster while maintaining full control of their brand and service delivery. -
30
KWIGA LMS
KWIGA
Kwiga is an all-in-one cloud platform for creating, selling, and managing online courses and digital products. It combines an intuitive LMS with e-commerce and marketing tools, helping individuals and organizations launch and scale education projects without coding. Build multimedia courses with video, text, quizzes, certificates, and drip schedules. Host live sessions, create branded websites and sales pages, and engage learners with forums, messaging, and gamification. Sell one-time courses, subscriptions, or bundles with global payment integrations, coupons, and affiliate programs. Automate marketing via email campaigns, upsells, and CRM/analytics integrations. Track student progress and revenue with real-time reports. Kwiga is secure, GDPR-compliant, supports multiple languages, and scales for solo creators, online schools, enterprises, and agencies—all in one simple solution.Starting Price: $17/month -
31
Bizmated Stack CRM
Bizmated
Bizmated is an all-in-one marketing and CRM platform designed for agencies and businesses to streamline their marketing, sales, and client management workflows. It offers a comprehensive suite of tools, including automated workflows, email and SMS marketing, funnels, landing pages, pipeline management, and reputation management. With Bizmated, users can centralize client communications, manage leads, automate repetitive tasks, and track conversions, all from a single, customizable platform, making it a powerful solution for scaling and optimizing agency operations.Starting Price: $99 per month -
32
AGENCYMATE
AGENCYMATE
AGENCYMATE is like a best mate, our platform supports Agents across all aspects of their business, we like to think of ourselves as an extension of your agency, your very own virtual AGENCYMATE. AGENCYMATE is a powerful fully integrated and automated agency management solution that helps Agents provide full customer lifecycle lead-to-sale-to-service excellence every. single. day. With so many agencies and insurance products in the market, it is important to find a platform that helps you maintain a competitive advantage and win customers! With AGENCYMATE your agency can be operational in minutes with intuitive easy guides to get you working on leads straight away! Amaze your leads with fast personalized responses and provide your team an easy lead nurture process to make sure you don’t miss a sale! Don’t just manage, thrive with confidence with AGENCYMATE, the only all-inclusive mobile agency platform designed by agents, for agents. -
33
AgencyPitch
GrahAI Systems
AgencyPitch is an AI proposal generator built specifically for marketing agencies — SEO, PPC, social media, web design, and content marketing. Unlike general document tools that serve 50,000 industries, AgencyPitch ships with native retainer + setup-fee pricing, 60-second founder video pitches, inline qualifying questions, e-signature, and setup-deposit collection in a single workflow. It replaces PandaDoc + DocuSign + Stripe Invoicing for a flat $119/month covering 5 users — no per-seat charges. Average setup time is 5 minutes versus roughly 4 weeks of configuration for PandaDoc. Agencies use AgencyPitch to send proposals that close faster, collect deposits up front, and qualify prospects mid-proposal. 14-day free trial. Plans: Free, Solo $39/mo, Agency $119/mo, Pro $279/mo (annual).Starting Price: $39/month (Solo) -
34
GlideCampaign
GlideCampaign
Introducing GlideCampaign - the all-in-one white-labeled marketing app your agency needs to succeed! With GlideCampaign, you have everything you need to capture leads, automate messaging, and track analytics all in one place. Easily capture leads using our landing pages, surveys, forms, calendars, and inbound phone system. Then, automatically message leads through voicemail, forced calls, SMS, and emails. Our platform also includes built-in tools to collect payments, schedule appointments, and track analytics. This makes it easy for your agency to manage all aspects of your client's marketing campaigns in one place. With GlideCampaign, you can easily rebrand the platform as your own and offer it to your clients as a value-added service. It's the perfect solution for any agency looking to streamline its marketing efforts and drive better results for their clients.Starting Price: $79 per month -
35
Smart Signals
Fiind
Your customers are on the move, know where they’re heading in real-time. Fiind customer intelligence platform helps you gain the edge over your competitors by being able to reach your prospects and customers on time, with the help of millions of customer signals across internal and external data sources. Get actionable insights based on the context of each account you are targeting. Our customer intelligence platform gives your sales the edge by tapping into the pitch points for each target account. Improve the efficiency of marketing by segmenting your accounts based on where they are in the buying cycle. Unleash the true potential of your marketing investments by bringing in the power of artificial intelligence into your CRM and marketing automation tools. Leverage your signals for upsell and cross-sell opportunities. -
36
AgencyPro
AgencyPro
AgencyPro is a comprehensive client portal software designed specifically for agencies to streamline their entire business operations. The platform unifies client management, project tracking, time monitoring, billing automation, and team collaboration into one branded experience that agencies can customize with their own logo, colors, and domain. With features like customizable client portals, automated invoicing, file proofing, CRM functionality, and detailed analytics, agencies can manage everything from initial client onboarding to final payment processing. Different agencies worldwide trust AgencyPro to increase their profitability by 40% while reducing administrative work and improving client satisfaction. -
37
DashThis
Moment Zero
DashThis is an automated marketing reporting tool created to help marketers and agencies create beautiful reports in the blink of an eye. DashThis is easy-to-use and highly customizable. The tool integrates with 35+ marketing platforms such as Google Analytics, Facebook, Twitter, Google Ads, and much more.Starting Price: $33.00/month -
38
Amadeus Agency360
Amadeus Hospitality
Amadeus Agency360 is a specialized business intelligence solution that offers hotels detailed insights into global travel agency booking patterns, helping them better understand, target, and grow their agency business. By providing access to the world’s most comprehensive database of travel agent bookings from all four major global distribution systems, Agency360 allows hotels to analyze which agencies are booking their property, when, and at what rates. This forward-looking and historical data helps hotels identify top-producing agencies, monitor market share, and discover new business opportunities within the travel agent community. With intuitive dashboards and customizable reports, hotels can segment data by geographic region, agency, corporate account, and more, giving sales and marketing teams the tools they need to prioritize outreach and strengthen agency relationships. -
39
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. -
40
Ivans Insights
Ivans
Ivans Insights is a solution unlike anything else available in the insurance industry that gives you the agency insights you need. This tool provides a simple, powerful, and efficient way for carriers to search multiple data points that provide valuable business and performance insights. Gain access to agency information that matters to you when making partner decisions. Search and find agencies with the type of business that fits with your goals. Learn about your agency’s download business and what its strengths are. Search among your current partner agencies to target opportunities for success and potential issues based on details you won’t easily find anywhere else. Fuel growth with new and existing partners. Search for new agencies based on what’s important to your market segment, book of business attributes, policy details, location, and key performance indicators. We provide you with monthly reports that include the agency details. -
41
AgencyPlatform
AgencyPlatform
Agency Platform is a white-label digital marketing platform and fulfillment provider founded in 2003 by Milind Mody and Prasanna Mody. The company operates as the backend engine for 1,200+ marketing agencies worldwide, handling SEO, PPC, social media, web design, and AI search optimization under each agency's own brand. Headquartered in New York, Agency Platform has delivered more than 150K+ campaigns over its 20+ year history. Founder Milind Mody has been quoted by major media outlets and has spoken at international industry events including SEMPO and IAMAI. The platform is built and operated by eBrandz, one of the longest-running search marketing companies in the industry. Agency Platform's current focus is the intersection of traditional SEO and AI search visibility — helping agencies prove client results in both classic search rankings and emerging AI answer engines including Google AI Overviews, ChatGPT, Gemini, and Perplexity.Starting Price: $178 per month -
42
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 -
43
Corexta
Corexta
Corexta is an all-in-one business management platform meticulously crafted to streamline agency operations and empower businesses to achieve their goals efficiently. With a comprehensive suite of tools, Corexta simplifies every aspect of agency management, including project management, client relations, finance tracking, HR management, CRM, asset management, recruitment, payroll, and more. Our platform provides a centralized hub where agencies can seamlessly manage projects, track client interactions, handle financial transactions, oversee HR processes, nurture client relationships, manage assets, recruit top talent, process payroll, and much more—all within a single, intuitive interface. Key features of Corexta include customizable project workflows, client dashboards, financial reporting tools, employee management modules, CRM functionalities, asset tracking capabilities, recruitment tools, payroll processing, and advanced analytics.Starting Price: $9.99 -
44
1stCollab
1stCollab
1stCollab is an AI-powered influencer marketing platform that automates and optimises the full cycle of influencer campaigns, from sourcing creators through to contracts, payments, and performance tracking. It allows brands to instantly access thousands of influencers, handle outreach and negotiations, execute campaigns, and monitor results in real time with minimal manual effort. For creators, it provides access to brand deals matched to their audience, a self-updating media kit, and fast, reliable payment. The platform offers search and recommendation tools, campaign funnel visibility, performance analytics (including engagement, clicks, and conversion metrics), and supports managers or agencies managing multiple creators. With user testimonials highlighting clear expectations, fast payouts, and smooth workflows, 1stCollab positions itself as a streamlined, performance-focused alternative to traditional influencer-marketing agencies and platforms. -
45
Sprucebooks
Sprucebooks
Sprucebooks was built with the Insurance Industry in mind. We built an easy to use payment relationship system that allows insurance agents to stay in front of their clients by engaging them with a simple to use Client Portal. Consumers want an App that is useful. Our App allows Insurance Agents, Carriers, MGA's to send their clients request for payment, e-signature, instant messages, and important documents. With the Assureify mobile app by Sprucebooks you can request Credit Card Payments, E-signatures, send your clients important insurance documents, instant message, and even insurance offers. It's simple and easy to use design keeps clients engaged with your agency with instant notifications. Sprucebooks gives you the ability to run credit card payments, send e-esignature request, send payment request, message your clients, setup recurring payments, send important documents to clients, and much, much more through our intuitive dashboard.Starting Price: $14.95 per month -
46
Lexagle
Lexagle
Lexagle is the world’s leading contract lifecycle management platform, trusted by enterprises, financial institutions, and government agencies for end-to-end digital contract transformation. Powered by advanced automation, AI-enabled analytics, and seamless multi-language support, Lexagle streamlines contract creation, negotiation, approval, and eSignature workflows. Our secure cloud-based repository delivers total compliance, auditability, and document management across every business function—legal, procurement, HR, sales, and finance. Lexagle empowers teams with intuitive collaboration tools, customizable workflows, and legally compliant template libraries, driving faster contract turnaround, reduced risk, and measurable business impact. -
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Administr
Administr
Administr is an all-in-one, AI-driven Benefits Administration Platform for today's insurance broker. Designed specifically for insurance professionals, our AI-powered benefits administration platform streamlines your entire workflow and cuts administrative time by up to 60%, enabling you to focus less on repetitive tasks and more on nurturing the relationships that propel your business forward. Benefits Administration Software Built for Insurance Agencies, Administr brings together every tool an insurance agency needs into a single, AI-powered platform. Stop juggling disconnected systems and start running your agency from one place.Starting Price: $499/month -
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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 -
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Screendragon
Screendragon
Screendragon is an all-in-one AI-powered marketing work management platform built for enterprise marketing and marketing agency teams. The software is the orchestration layer that marketing and agency teams need to unify people, AI, and automation. Global enterprise organisations and agencies utilise Screendragon to manage campaigns, optimise resource management, drive business ROI, and collaborate, all on one solution. Screendragon's software sophistication provides teams with the ability to customise processes to their unique ways of working, enabling companies to streamline their operations, improve speed-to-market, and reduce costs. Screendragon's AI studio offers advanced agentic workflows, alongside their AI Foundary, where teams get access to expert consultants who help design, deploy, and govern AI systems. With over 20 years as a leading software provider, Screendragon is used and loved by global brands and agencies.Starting Price: $30.00/month/user -
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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.