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#2 Applied Epic
Industry‑leading agency management system offering comprehensive policy administration, accounting, workflow automation, and a robust reporting engine for P&C and life insurers.
All‑in‑one agency management solution with CRM, document management, rating tools, and integrated compliance features for independent agencies.
Modern, cloud‑native platform that unifies agency operations, client communication, and data analytics across multiple lines of business.
#5 HawkSoft
User‑friendly agency management software focused on life, health, and annuity carriers, featuring policy tracking, commissions, and a built‑in CRM.
#6 QQ Solutions
Comprehensive agency management suite with policy administration, accounting, marketing automation, and a customizable workflow engine.
#7 Nexsure
Cloud‑based agency management platform that combines policy lifecycle management, client portal, and integrated quoting tools.
#8 Jenesis
Agency management system designed for life and health agencies, offering automated quoting, commission tracking, and a client self‑service portal.
#9 Insly
SaaS agency management software for brokers and MGAs, featuring multi‑carrier quoting, policy administration, and real‑time reporting.
#10 AgencyZoom
Digital agency management platform that blends CRM, marketing automation, and client onboarding for life, health, and annuity agents.
#11 iPipeline
Integrated suite of cloud solutions for life and health agencies, covering quoting, illustration, e‑applications, and compliance management.
#12 Zywave
Agency management and marketing platform offering policy administration, document management, and a library of compliance content.
#13 AgencyPro
Scalable agency management system with built‑in CRM, commission processing, and customizable dashboards for independent agents.
All‑purpose AMS focused on small to mid‑size agencies, providing policy tracking, accounting, and client communication tools.
#15 AgencyMatrix
Cloud‑based platform that integrates policy administration, lead management, and analytics for multi‑line insurance agencies.
#16 AgencySuite
Comprehensive suite offering CRM, quoting, document storage, and commission management for life and health brokers.
#17 InsureEdge
Modern agency management solution with AI‑driven insights, automated workflows, and a client portal for policy servicing.
#18 NowCerts
License and certification management platform that also provides policy tracking, document storage, and compliance alerts for agencies.
A lightweight, cloud‑native version of Applied’s Epic platform, delivering core AMS features with rapid deployment.
#20 AgencyOne
All‑in‑one agency management software focusing on workflow automation, client onboarding, and integrated marketing tools.
#21 AgencyEdge
Flexible AMS offering customizable modules for policy administration, accounting, and reporting, suitable for boutique agencies.