Insurance agency management Category leader
Applied Epic
Agency management system for P&C and benefits agencies and brokers
Key features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
Our picks · 5 tools reviewed
Best Insurance agency management software for 2026
Agency management systems for independent insurance agencies and brokers: client and policy records, renewals, commissions, carrier downloads and certificates. Below: the names buyers expect to see, the newer tools gaining ground, and how their key features and prices compare. How we pick; nobody pays for a place here.
| Feature |
|
|
|
|
|
|---|---|---|---|---|---|
| Pricing | Contact sales | Contact sales | Contact sales | $119/mo | Contact sales |
| Best for | Mid-size and large agencies and brokers that write both P&C and benefits and need one system across producers, servicing and finance. | Fast-growing independent agencies that want rating, CRM and servicing in one cloud system. | Small and mid-size independent agencies that want one complete system without paying per feature. | Solo and small agencies of one to five users that want published monthly pricing and a free trial. | Mid-size independent agencies that want built-in agency accounting with a general ledger and commission splits. |
| Team size | 51–500+ people | 2–500 people | 2–500 people | 1–500 people | 2–500+ people |
| Client and policy records | Yes | Yes | Yes | Yes | Yes |
| Renewal tracking | Yes | Yes | Yes | Yes | Yes |
| Commission tracking | Yes | Yes | Yes | Yes | Yes |
| Carrier download | Yes | Yes | Yes | Yes | Yes |
| Certificates of insurance | Yes | Yes | Yes | Yes | Yes |
| Agency accounting | Not listed | Yes | Yes | Yes | Yes |
| Visit | Visit | Visit | Visit | Visit | Visit |
Category leaders
The best-known insurance agency management tools: the ones most buyers shortlist.
Insurance agency management Category leader
EZLynx
All-in-one agency management with built-in rating and CRM
Key features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
- Agency accounting
Insurance agency management Category leader
HawkSoft
Agency management system for independent agencies, one all-in price
Key features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
- Agency accounting
Insurance agency management Category leader
Momentum AMP
Cloud AMS with published per-agency monthly plans
Key features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
- Agency accounting
Insurance agency management Category leader
Vertafore AMS360
Cloud agency management with accounting and carrier downloads
Key features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
- Agency accounting