# Top Free Insurance Agency Management Systems Check out our list of free Insurance Agency Management Systems. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features. If you'd like to see more products and to evaluate additional feature options, compare all [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) to ensure you get the right product. ## View Free Insurance Agency Management Systems G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our [scoring methodologies](https://research.g2.com/g2-scoring-methodologies). **11** Insurance Agency Management Systems Products Available View all [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) View all [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) ### [Jenesis](https://www.g2.com/products/jenesis/reviews) [By Jenesis](https://www.g2.com/sellers/jenesis) [ (155)4.7 out of 5 ](https://www.g2.com/products/jenesis/reviews#reviews "Read Jenesis Reviews") Product Description Jenesis Software was founded in 1999 in North Carolina by Eddie Price, with a mission to support independent insurance agencies through intuitive, easy-to-use technology. Today, Jenesis offers web-bas **Users:** Agent, Insurance Agent · **Industries:** Insurance · **Market Segment:** 93% Small-Business, 1% Mid-Market User SentimentHow are these determined? Users frequently mention the ease of use, efficient search function, and the ability to text customers and file these messages for documentation purposes as key benefits of using Jenesis. Reviewers experienced issues with the system's downloads, finding them confusing and often incorrect, and also expressed difficulty in managing uploads and avoiding duplication of policies or clients. Year Founded 1999 HQ Location Forest City, NC Company Website https://www.jenesissoftware.com/ Twitter @JenesisSoftware LinkedIn® Page https://www.linkedin.com/company/2100634/ ### [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) [By iLife Technologies](https://www.g2.com/sellers/ilife-technologies) [ (78)4.7 out of 5 ](https://www.g2.com/products/ilife-technologies/reviews#reviews "Read iLife Technologies Reviews") Product Description iLife is the #1 life insurance CRM! iLife is a comprehensive insurance CRM that streamlines processes, optimizes team productivity, and increases sales performance. Agents benefit from our centralize **Users:** Insurance Agent · **Industries:** Insurance, Financial Services · **Market Segment:** 95% Small-Business, 1% Enterprise ![Rafael P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rafael P.") RP I had no issues when getting started, super simple to use and set up. The customer service is phenomenal and is committed to your success. ILife...[Read review](https://www.g2.com/products/ilife-technologies/reviews/ilife-technologies-review-5224122) ![Brandon T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brandon T.") BT The platform setup, the options, the back office, the process for the leads, the branded website. I use my email and sms with this. There is...[Read review](https://www.g2.com/products/ilife-technologies/reviews/ilife-technologies-review-5292598) Year Founded 2019 HQ Location San Francisco Bay Area, US Company Website https://ilife.tech LinkedIn® Page https://www.linkedin.com/company/ilifetech/ [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) ### [NextAgency](https://www.g2.com/products/nextagency/reviews) [By Take 44, Inc.](https://www.g2.com/sellers/take-44-inc) [ (37)4.8 out of 5 ](https://www.g2.com/products/nextagency/reviews#reviews "Read NextAgency Reviews") Product Description NextAgency is the agency management system its customers would design. As a result, NextAgency ranks as the Best Life & Health Insurance Agency Management Software on the G2 Grid — and is the only **Industries:** Insurance · **Market Segment:** 89% Small-Business, 11% Mid-Market BW After over a year of research looking for an insurance agency CRM system I happened to find NextAgency. I looked at a lot of good systems and at...[Read review](https://www.g2.com/products/nextagency/reviews/nextagency-review-3810106) ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI As long as I am near Wifi and have my laptop, I can login anywhere and access client data since Next Agency is cloud based. Perfect for a busy...[Read review](https://www.g2.com/products/nextagency/reviews/nextagency-review-4144924) Year Founded 2015 HQ Location Simi Valley, California Company Website https://www.NextAgency.com LinkedIn® Page https://www.linkedin.com/company/18113406/ ### [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) [By AgencyBloc](https://www.g2.com/sellers/agencybloc) [ (42)4.7 out of 5 ](https://www.g2.com/products/agencybloc-ams/reviews#reviews "Read AgencyBloc AMS+ Reviews") Product Description AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retenti **Industries:** Insurance · **Market Segment:** 90% Small-Business, 7% Mid-Market PM I like how this software can be scaled to meet the needs of agencies with a low monthly pricing model based on the number of users.[Read review](https://www.g2.com/products/agencybloc-ams/reviews/agencybloc-ams-review-3052636) ![George E D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "George E D.") GD I came from an all lines background and had The Agency Manager since 1983, The in 2002, I entered just the Life & Health Insurance arena, and did...[Read review](https://www.g2.com/products/agencybloc-ams/reviews/agencybloc-ams-review-4308562) Year Founded 2008 HQ Location Cedar Falls, Iowa Company Website https://www.agencybloc.com LinkedIn® Page http://www.linkedin.com/company/agencybloc ### [AgencySmart](https://www.g2.com/products/agencysmart/reviews) [By AgencySmart](https://www.g2.com/sellers/agencysmart) [ (39)4.8 out of 5 ](https://www.g2.com/products/agencysmart/reviews#reviews "Read AgencySmart Reviews") Product Description AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related product **Industries:** Insurance · **Market Segment:** 95% Small-Business, 3% Mid-Market ![Donna M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Donna M.") DM Agency smart is the most friendly, comprehensive, cost effective client management system I have ever had the please of utilizing. I have been...[Read review](https://www.g2.com/products/agencysmart/reviews/agencysmart-review-4646858) Year Founded 2002 HQ Location Fairfield, New Jersey Company Website https://www.AgencySmart.com Twitter @AgencySmartLLC LinkedIn® Page https://www.linkedin.com/company/11153962/ ### [SmartOffice](https://www.g2.com/products/smartoffice/reviews) [By Zinnia](https://www.g2.com/sellers/zinnia) [ (28)3.7 out of 5 ](https://www.g2.com/products/smartoffice/reviews#reviews "Read SmartOffice Reviews") Product Description Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create tru **Industries:** Financial Services, Insurance · **Market Segment:** 64% Small-Business, 29% Mid-Market ![Christopher C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christopher C.") CC Smartoffice is an extremely detailed CRM system that has allowed us to capture more date and increase sales than ever before. We were using...[Read review](https://www.g2.com/products/smartoffice/reviews/smartoffice-review-4420777) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Integration with proprietary software makes it easier when opening a new account.[Read review](https://www.g2.com/products/smartoffice/reviews/smartoffice-review-4746294) HQ Location Atlanta, US Company Website https://www.getzinnia.ai/ LinkedIn® Page https://www.linkedin.com/company/getzinnia ### [InsuredMine](https://www.g2.com/products/insuredmine/reviews) [By InsuredMine](https://www.g2.com/sellers/insuredmine) [ (16)4.7 out of 5 ](https://www.g2.com/products/insuredmine/reviews#reviews "Read InsuredMine Reviews") Product Description InsuredMine is a digital platform of integrated Technologies enabling Independent Agents & Carriers to offer Omni-channel experience to their clients. This helps them grow their business by conver **Industries:** Insurance · **Market Segment:** 100% Small-Business RP The ease of automation and sharing docs with clients. Insuredmine has allowed us to free up time in order to increase our income producing activities.[Read review](https://www.g2.com/products/insuredmine/reviews/insuredmine-review-4191974) ![Patrick I.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick I.") PI This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up...[Read review](https://www.g2.com/products/insuredmine/reviews/insuredmine-review-4591816) Year Founded 2018 HQ Location Plano, US Company Website https://insuredmine.com/ Twitter @InsuredMine LinkedIn® Page https://www.linkedin.com/company/16192926/ ### [Momentum AMP, formerly Nowcerts](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews) [By NowCerts](https://www.g2.com/sellers/nowcerts) [ (7)3.8 out of 5 ](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews#reviews "Read Momentum AMP, formerly Nowcerts Reviews") Product Description Momentum AMP is a modern, cloud-based Agency Management System (AMS) purpose-built for independent insurance agencies. Designed with input from real insurance professionals, Momentum AMP helps agencie **Industries:** Insurance · **Market Segment:** 100% Small-Business ![Simmy H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Simmy H.") SH Pricing was the most competitive I reviewed; Light Client - ability to use from any computer via browsers; No restrictions on being logged in...[Read review](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews/momentum-amp-formerly-nowcerts-review-1053121) ![Nik K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nik K.") NK As a previous user of QQ Catalyst. NowCerts is a breath of fresh air. They have a customer service team that is willing to help. Their platform...[Read review](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews/momentum-amp-formerly-nowcerts-review-4420824) Year Founded 2009 HQ Location Flower Mound, US Company Website https://momentumamp.com/ LinkedIn® Page https://www.linkedin.com/company/momentumamp/ ### [Agentero](https://www.g2.com/products/agentero/reviews) [By Agentero](https://www.g2.com/sellers/agentero) [ (1)4.0 out of 5 ](https://www.g2.com/products/agentero/reviews#reviews "Read Agentero Reviews") Product Description Agentero is the premier agency growth engine augmented by a powerful layer of client interaction tools. We empower independent insurance agents to thrive by converting existing data into actionable in **Market Segment:** 100% Small-Business ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI They offer access to multiple insurance carriers[Read review](https://www.g2.com/products/agentero/reviews/agentero-review-10818405) Year Founded 2017 HQ Location Oakland, US Company Website https://www.agentero.com LinkedIn® Page https://www.linkedin.com/company/agentero/ ### [Socotra](https://www.g2.com/products/socotra/reviews) [By Socotra](https://www.g2.com/sellers/socotra) [ (2)4.5 out of 5 ](https://www.g2.com/products/socotra/reviews#reviews "Read Socotra Reviews") Product Description Serving one of the world’s largest and most technologically neglected industries, Socotra’s mission is to provide insurers with a modern, flexible, enterprise-grade core system that enables them to ra **Market Segment:** 100% Enterprise ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") CI I appreciate the flexibility and configurability that the Socotra policy admin system provides. It allows us to have a single source of truth for...[Read review](https://www.g2.com/products/socotra/reviews/socotra-review-4552544) ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") CI Quick to spin-up new environment and support.[Read review](https://www.g2.com/products/socotra/reviews/socotra-review-4569055) Year Founded 2014 HQ Location San Francisco, California, United States Company Website https://www.socotra.com/ Twitter @socotratech LinkedIn® Page https://www.linkedin.com/company/socotra ### [Insuraxe Sales Tracking](https://www.g2.com/products/insuraxe-sales-tracking/reviews) [By Insuraxe Solutions](https://www.g2.com/sellers/insuraxe-solutions-8dd03284-3bcb-4209-9571-c00b75be5a17) [ 0 ratings ](https://www.g2.com/products/insuraxe-sales-tracking/reviews#reviews "Read Insuraxe Sales Tracking Reviews") Product Description Welcome to Insurance Sales Tracking Track, manage, and optimize your insurance sales with our powerful tools. Features Sales Performance Dashboard Get a real-time overview of your sales metrics and HQ Location N/A Company Website https://InsuranceSalesTracking.com LinkedIn® Page https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source)