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Insurance agency management.

Our picks: best insurance agency management software
5 tools
All Leaders Rising
Insurance agency management · 5 tools to explore

Insurance agency management Category leader

Applied Epic

Contact sales 51–500+ people

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

Insurance agency management Category leader

EZLynx

Contact sales 2–500 people

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

Contact sales 2–500 people

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

$119/mo 1–500 people

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

Contact sales 2–500+ people

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

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