Insurance agencies should compare agency management systems based on client management, policy tracking, document management, workflow automation, carrier connectivity, reporting, accounting, integrations, scalability, and cost.
- Applied Epic: Supports client management, policy administration, carrier connectivity, reporting, and complex commercial workflows.
- Vertafore AMS360: Provides policy management, accounting, commissions, reporting, and carrier integrations.
- HawkSoft: Offers client and policy management, carrier downloads, workflow tools, reporting, and automation.
- EZLynx: Combines agency management, comparative rating, policy management, CRM, and automation.
- QQCatalyst: Provides client management, policy tracking, workflows, reporting, and document management.
- NowCerts: Offers cloud-based agency management, policy tracking, certificates, workflows, and reporting.
- Jenesis: Supports client records, policy management, document storage, reporting, and agency workflows.
- Nexsure: Provides policy management, accounting, CRM, reporting, and commercial insurance workflows.
- AgencyBloc: Focuses on life and health insurance agencies with policy, commission, client, and workflow management.
- Momentum AMP: Provides agency management, certificate handling, client management, workflows, and reporting.
Teams should also compare carrier connectivity, policy management, automation, accounting, document handling, reporting, integrations, security, scalability, ease of use, implementation, and total cost before selecting a platform.