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
Insurance agency management Category leader
HawkSoft
Agency management system for independent agencies, one all-in price
Visit HawkSoftHawkSoft is an agency management system for personal and commercial lines agencies. Every agency gets the full feature set, including carrier downloads, a sales pipeline, text messaging, e-signature, Agency Intelligence reporting, trust accounting with QuickBooks, and an insured mobile app. HawkSoft is independently owned with no outside investment.
Key Insurance agency management features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
- Agency accounting
Also includes
- Client portal
- E-signatures
- Email and texting
- Agency reporting
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
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
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