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#2 Applied Epic
Industry‑leading agency management platform offering policy administration, accounting, workflow automation, and robust reporting for all lines of insurance.
All‑in‑one agency solution with CRM, rating, document management, and compliance tools tailored for independent agents.
#4 HawkSoft
User‑friendly agency management system featuring policy tracking, client portal, commissions, and integrated quoting for personal lines.
Comprehensive AMS with rating, marketing automation, e‑signatures, and a built‑in agency website builder.
Robust, customizable AMS focused on workflow efficiency, document management, and real‑time analytics for agencies of any size.
#7 AgencyBloc
Specialized agency management for health, life, and disability insurance with integrated CRM, quoting, and commission tracking.
#8 Insly
Cloud‑based AMS for brokers and MGAs, offering policy lifecycle management, multi‑carrier rating, and a client portal.
#9 NowCerts
Modern agency platform with licensing management, policy administration, e‑signatures, and a built‑in client portal.
Integrated suite for life and health agencies, providing quoting, illustration, and compliance tools alongside agency management.
Enterprise‑grade platform delivering policy administration, billing, and claims for agencies that need carrier‑level functionality.
Scalable AMS with multi‑line support, workflow automation, and analytics designed for mid‑size to large agencies.
Flexible, cloud‑native solution offering policy administration, rating, and integration capabilities for modern agencies.
#14 InsureEdge
Comprehensive agency management system with CRM, document storage, e‑signatures, and commission processing.
#15 AgencyZoom
SaaS platform focused on lead management, quoting, and client communication for life and health agents.
All‑in‑one solution combining agency management, marketing automation, and compliance tools for independent agents.
#17 BriteCore
Cloud‑based core system offering policy administration, billing, and claims for agencies seeking carrier‑grade technology.
Enterprise platform delivering policy lifecycle management, analytics, and digital engagement for large agencies.
#19 MyInsurancePro
User‑centric AMS with integrated quoting, document management, and a client portal for personal lines agents.
Tailored solution for small to mid‑size agencies offering policy tracking, commissions, and automated reporting.
Lightweight, cloud‑based AMS focused on independent agents, providing CRM, quoting, and document storage.