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Comprehensive agency management suite with policy administration, rating, commissions, and integrated carrier connectivity.
#3 Applied Epic
Industry‑leading agency management system featuring robust workflow automation, document management, and extensive reporting tools.
#4 HawkSoft
User‑friendly agency management software with CRM, quoting, policy tracking, and a client portal tailored for independent agents.
#5 AgencyBloc
Specialized for life and health agencies, offering policy management, commission tracking, and integrated marketing automation.
#6 EZLynx
All‑in‑one agency platform with rating, comparative quoting, policy management, and a mobile‑first client portal.
#7 Insly
Cloud‑based agency management for brokers and MGAs, featuring multi‑carrier integration, automated renewals, and a white‑label client portal.
#8 Nexsure
Modern agency management system with CRM, quoting, document storage, and AI‑driven analytics for performance insights.
#9 iPipeline
End‑to‑end platform for life, health, and annuity agents, providing quoting, illustration, and policy administration tools.
#10 QQ Solutions
Agency management software focused on small to mid‑size agencies, offering policy tracking, commissions, and integrated email marketing.
#11 AgencyZoom
CRM‑centric agency platform with lead management, client communication, and performance dashboards for agents.
#12 BriteCore
Insurance core system with policy administration, claims, and billing modules, designed for agencies seeking a single‑pane view.
The original Jenesis cloud offering, still available for agencies preferring the familiar interface with added API integrations.
#14 Applied TAM
Agency management solution from Applied Systems focused on small agencies, with intuitive UI and carrier connectivity.
#15 AgencyBloc
Dedicated life & health agency platform with built‑in marketing automation, commission tracking, and client portal.
Enterprise‑grade agency management system offering policy lifecycle management, analytics, and multi‑carrier integration.
Comprehensive suite covering policy administration, billing, and claims, with robust configurability for agencies.
Modular platform enabling agencies to manage policies, endorsements, and commissions with a flexible API layer.
Cloud‑native solution offering policy administration, document management, and AI‑enhanced underwriting tools.
#20 InsureEdge
All‑in‑one agency platform with quoting, policy management, and a customizable client portal for independent agents.
#21 AgencyPro
Lightweight agency management software focused on CRM, policy tracking, and commission reporting for boutique agencies.