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#2 AgencyBloc
Agency‑centric CRM and policy management solution focused on life and health carriers, with integrated quoting, commissions, and reporting.
Comprehensive agency management suite offering policy administration, accounting, document management, and a robust analytics engine.
#4 Applied Epic
Industry‑leading carrier‑agnostic platform delivering end‑to‑end policy lifecycle management, claims, and billing for large agencies.
#5 HawkSoft
User‑friendly agency management system with quoting, policy tracking, marketing automation, and a built‑in client portal.
#6 Nexsure
All‑in‑one agency management platform featuring CRM, quoting, document storage, and a customizable workflow engine.
#7 AgencyZoom
Modern AMS focused on agency growth, with lead management, client communication tools, and performance dashboards.
#8 Insly
Cloud‑based insurance software for brokers and MGAs, offering policy administration, rating, and API integrations.
Comprehensive agency management system with integrated accounting, document management, and carrier connectivity.
#10 QQ Solutions
Agency management platform built on Salesforce, delivering CRM, quoting, and workflow automation for independent agents.
Robust AMS with built‑in marketing, compliance, and analytics tools, plus a marketplace of add‑on modules.
Cloud‑based solution that combines CRM, quoting, and document management with strong carrier integrations.
#13 Insureio
CRM‑first platform for life and health agents, featuring lead capture, workflow automation, and commission tracking.
#14 Sureify
Digital agency platform delivering policy administration, client portal, and AI‑driven insights for cross‑sell opportunities.
#15 AgencyPro
Lightweight AMS focused on small to mid‑size agencies, offering quoting, document storage, and simple reporting.
#16 MyAgency
All‑in‑one agency management system with built‑in marketing automation, client portal, and integrated accounting.
#17 AgencyPlatform
Customizable cloud AMS that supports multiple lines of business, carrier integrations, and workflow automation.
Targeted agency management for life and health carriers, featuring advanced analytics and commission management.
#19 BriteCore
Policy administration system built for insurers and agencies, offering end‑to‑end workflow, claims, and billing modules.
#20 Agency Matrix
Modular AMS with CRM, quoting, and document management, designed for agencies seeking high configurability.
Enterprise‑grade platform delivering policy lifecycle management, analytics, and multi‑carrier connectivity.