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
Vertafore AMS360
Cloud agency management with accounting and carrier downloads
Visit Vertafore AMS360AMS360 is Vertafore's agency management system for managing client and policy records, renewals, agency accounting and reporting. Carriers download new policies, endorsements and renewals directly into it, and a general ledger handles billing, commission splits and month-end. Vertafore also embeds AI agents for email, reconciliation and policy checking. Pricing is by quote.
Key Insurance agency management features
- Client and policy records
- Renewal tracking
- Commission tracking
- Carrier download
- Certificates of insurance
- Agency accounting
Also includes
- 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