Vetted Score
4.6
/ 5.0
Earns 4.6/5 for its robust policy workflow, integrated CRM, and scalable reporting, though pricing can be high for small agencies.
Key Features
Policy Management
Create, edit, and track insurance policies across multiple carriers with automated renewals and endorsements.
CRM & Lead Management
Integrated customer relationship tools help agents capture leads, manage contacts, and nurture prospects within the same system.
Reporting & Analytics
Customizable dashboards and real‑time reports provide insights into sales performance, commissions, and agency productivity.
Frequently Asked Questions
Yes, Applied Systems offers a 30‑day free trial so agencies can evaluate the platform before committing.
InsurancePro is cloud‑based and works on any modern web browser, with native apps for Windows, macOS, iOS, and Android.
Enterprise plans are custom‑priced based on the number of users and required integrations; contact sales for a tailored quote.
Featured Lists & Comparisons
Specifications
Pricing Model
Subscription‑based with tiered plans starting at $99 per user per month; enterprise custom pricing available for larger organizations.
Supported Platforms
Web (browser)Windows 10/11macOSiOSAndroid