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
Momentum AMP
Cloud AMS with published per-agency monthly plans
Visit Momentum AMPMomentum AMP (formerly NowCerts) is a cloud agency management system with client and policy records, a renewal center, sales pipeline, billing, commission reconciliation and an insured portal. It offers carrier downloads from 300+ carriers and self-serve certificates. Plans start at $119 per month with a free trial.
Key Insurance agency management features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
- Agency accounting
Also includes
- Client portal
- Sales pipeline
- 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
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