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
Applied Epic
Agency management system for P&C and benefits agencies and brokers
Visit Applied EpicApplied Epic is an agency management system from Applied Systems that runs property and casualty and benefits business, commercial and personal lines, in one platform. It connects to carriers for quoting, submissions and policy downloads, and includes commission reconciliation, a client service portal and AI automation. Pricing is by quote through sales.
Key Insurance agency management features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
- Agency accounting (not listed)
Also includes
- Quoting and rating
- Client portal
From the vendor's own site. Not yet verified by SoftScout. A missing item may just mean we haven't confirmed it.
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