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Best Insurance Agency Management Systems for Medium-Sized Businesses

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Products classified in the overall Insurance Agency Management Systems category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Insurance Agency Management Systems to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Insurance Agency Management Systems category.

In addition to qualifying for inclusion in the Insurance Agency Management Systems category, to qualify for inclusion in the Medium-Sized Business Insurance Agency Management Systems category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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.

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6 Listings in Insurance Agency Management Systems Available
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    G2 Score
AMS360
By Vertafore
(652)4.3 out of 5
Optimized for quick response
7th Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More than 20,0

    Users
    • Account Manager
    • Insurance Agent
    Industries
    • Insurance
    • Accounting
    Market Segment
    • 77% Small-Business
    • 18% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • AMS360 is an agency management system that provides a platform for managing clients' policy information and other related tasks.
    • Users like the system's comprehensive features, user-friendly interface, and its ability to integrate with other platforms, making it a convenient one-stop solution for their daily tasks.
    • Reviewers experienced issues with the system's outdated appearance, lack of customization options, and difficulties in navigating through its vast capabilities, as well as compatibility issues with Macs.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • AMS360 Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    133
    Data Management
    32
    Customer Support
    30
    Features
    26
    Helpful
    24
    Cons
    Poor Reporting
    23
    Feature Issues
    21
    Outdated Design
    21
    Data Entry Issues
    15
    Learning Curve
    15
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AMS360 features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.2
    8.8
    Policy Management
    Average: 8.2
    7.4
    Accounting
    Average: 7.1
    8.0
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vertafore
    Company Website
    Year Founded
    1969
    HQ Location
    Denver, CO
    Twitter
    @Vertafore
    7,388 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,897 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More than 20,0

Users
  • Account Manager
  • Insurance Agent
Industries
  • Insurance
  • Accounting
Market Segment
  • 77% Small-Business
  • 18% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • AMS360 is an agency management system that provides a platform for managing clients' policy information and other related tasks.
  • Users like the system's comprehensive features, user-friendly interface, and its ability to integrate with other platforms, making it a convenient one-stop solution for their daily tasks.
  • Reviewers experienced issues with the system's outdated appearance, lack of customization options, and difficulties in navigating through its vast capabilities, as well as compatibility issues with Macs.
AMS360 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
133
Data Management
32
Customer Support
30
Features
26
Helpful
24
Cons
Poor Reporting
23
Feature Issues
21
Outdated Design
21
Data Entry Issues
15
Learning Curve
15
AMS360 features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.2
8.8
Policy Management
Average: 8.2
7.4
Accounting
Average: 7.1
8.0
Task Management
Average: 8.1
Seller Details
Seller
Vertafore
Company Website
Year Founded
1969
HQ Location
Denver, CO
Twitter
@Vertafore
7,388 Twitter followers
LinkedIn® Page
www.linkedin.com
2,897 employees on LinkedIn®
Get a quote
Applied Epic
By Applied Systems
(1,050)4.4 out of 5
Optimized for quick response
10th Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a sing

    Users
    • Account Manager
    • CSR
    Industries
    • Insurance
    • Accounting
    Market Segment
    • 81% Small-Business
    • 17% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Applied Epic is a software used for managing client and financial data in the AMFRS space.
    • Reviewers like the software's ease of use, its ability to handle large amounts of data, and the excellent customer support provided by the team.
    • Reviewers mentioned issues with the software's integration with other financial software, occasional system crashes, and challenges with customization and setup.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Applied Epic Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    178
    Data Management
    70
    Customer Support
    69
    Efficiency
    69
    Features
    66
    Cons
    Learning Curve
    68
    Inefficiency
    61
    Complex Process
    59
    Excessive Clicking
    42
    Learning Difficulty
    41
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Applied Epic features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 8.2
    8.9
    Policy Management
    Average: 8.2
    7.6
    Accounting
    Average: 7.1
    8.4
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Applied Systems
    Company Website
    Year Founded
    1983
    HQ Location
    University Park, IL
    Twitter
    @AppliedSystems
    7,030 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,542 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a sing

Users
  • Account Manager
  • CSR
Industries
  • Insurance
  • Accounting
Market Segment
  • 81% Small-Business
  • 17% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Applied Epic is a software used for managing client and financial data in the AMFRS space.
  • Reviewers like the software's ease of use, its ability to handle large amounts of data, and the excellent customer support provided by the team.
  • Reviewers mentioned issues with the software's integration with other financial software, occasional system crashes, and challenges with customization and setup.
Applied Epic Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
178
Data Management
70
Customer Support
69
Efficiency
69
Features
66
Cons
Learning Curve
68
Inefficiency
61
Complex Process
59
Excessive Clicking
42
Learning Difficulty
41
Applied Epic features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 8.2
8.9
Policy Management
Average: 8.2
7.6
Accounting
Average: 7.1
8.4
Task Management
Average: 8.1
Seller Details
Seller
Applied Systems
Company Website
Year Founded
1983
HQ Location
University Park, IL
Twitter
@AppliedSystems
7,030 Twitter followers
LinkedIn® Page
www.linkedin.com
2,542 employees on LinkedIn®

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EZLynx
By EZLynx
(315)4.2 out of 5
5th Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, custom

    Users
    • Account Manager
    • Insurance Agent
    Industries
    • Insurance
    Market Segment
    • 87% Small-Business
    • 10% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • EZLynx is a platform designed to provide multiple rates for carriers, manage data, and offer functionalities like e-sign, emails, text, templates, and automation.
    • Reviewers frequently mention the ease of use, affordability, and the abundance of features such as email, text, and digital signatures in one place, as well as the platform's ability to keep things organized and its automation capabilities.
    • Users mentioned issues with Tarmika integration, inability to scan documents directly to the customer profile, difficulty in setting up the commission percent per carrier manually, problems with receipting and invoicing, and the time it takes to reload or pull a report.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • EZLynx Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    118
    Features
    48
    Intuitive
    43
    Data Management
    40
    Efficiency
    25
    Cons
    Inaccuracy Issues
    35
    Expensive
    23
    Feature Issues
    23
    Missing Features
    23
    Pricing Issues
    23
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • EZLynx features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 8.2
    8.6
    Policy Management
    Average: 8.2
    6.2
    Accounting
    Average: 7.1
    8.3
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    EZLynx
    Company Website
    Year Founded
    2003
    HQ Location
    Lewisville, TX
    Twitter
    @EZLynx
    1,135 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    119 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, custom

Users
  • Account Manager
  • Insurance Agent
Industries
  • Insurance
Market Segment
  • 87% Small-Business
  • 10% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • EZLynx is a platform designed to provide multiple rates for carriers, manage data, and offer functionalities like e-sign, emails, text, templates, and automation.
  • Reviewers frequently mention the ease of use, affordability, and the abundance of features such as email, text, and digital signatures in one place, as well as the platform's ability to keep things organized and its automation capabilities.
  • Users mentioned issues with Tarmika integration, inability to scan documents directly to the customer profile, difficulty in setting up the commission percent per carrier manually, problems with receipting and invoicing, and the time it takes to reload or pull a report.
EZLynx Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
118
Features
48
Intuitive
43
Data Management
40
Efficiency
25
Cons
Inaccuracy Issues
35
Expensive
23
Feature Issues
23
Missing Features
23
Pricing Issues
23
EZLynx features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 8.2
8.6
Policy Management
Average: 8.2
6.2
Accounting
Average: 7.1
8.3
Task Management
Average: 8.1
Seller Details
Seller
EZLynx
Company Website
Year Founded
2003
HQ Location
Lewisville, TX
Twitter
@EZLynx
1,135 Twitter followers
LinkedIn® Page
www.linkedin.com
119 employees on LinkedIn®
Sagitta
By Vertafore
(79)3.9 out of 5
15th Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    For over 50 years, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More

    Users
    • Account Manager
    Industries
    • Insurance
    • Accounting
    Market Segment
    • 41% Mid-Market
    • 30% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Sagitta Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Accounting Features
    1
    Comprehensive Information
    1
    Continuous Improvement
    1
    Customer Support
    1
    Cons
    Outdated Design
    2
    Certificate Management
    1
    Error Handling
    1
    Inefficient Accounting
    1
    Limited Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Sagitta features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 8.2
    8.4
    Policy Management
    Average: 8.2
    8.0
    Accounting
    Average: 7.1
    7.4
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vertafore
    Year Founded
    1969
    HQ Location
    Denver, CO
    Twitter
    @Vertafore
    7,388 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,897 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

For over 50 years, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More

Users
  • Account Manager
Industries
  • Insurance
  • Accounting
Market Segment
  • 41% Mid-Market
  • 30% Enterprise
Sagitta Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Accounting Features
1
Comprehensive Information
1
Continuous Improvement
1
Customer Support
1
Cons
Outdated Design
2
Certificate Management
1
Error Handling
1
Inefficient Accounting
1
Limited Customization
1
Sagitta features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.2
8.4
Policy Management
Average: 8.2
8.0
Accounting
Average: 7.1
7.4
Task Management
Average: 8.1
Seller Details
Seller
Vertafore
Year Founded
1969
HQ Location
Denver, CO
Twitter
@Vertafore
7,388 Twitter followers
LinkedIn® Page
www.linkedin.com
2,897 employees on LinkedIn®
Read Sagitta Reviews
Applied TAM
By Applied Systems
(55)3.4 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    As the management system that created a digital industry, Applied TAM offers visibility into your clients and day-to-day operations. Applied TAM is one of the most widely used management systems in t

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 73% Small-Business
    • 25% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Applied TAM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Client Management
    1
    Ease of Use
    1
    Cons
    Lack of User-Friendliness
    1
    Poor Customer Support
    1
    Pricing Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Applied TAM features and usability ratings that predict user satisfaction
    8.2
    Has the product been a good partner in doing business?
    Average: 8.2
    8.1
    Policy Management
    Average: 8.2
    6.5
    Accounting
    Average: 7.1
    7.1
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Applied Systems
    Year Founded
    1983
    HQ Location
    University Park, IL
    Twitter
    @AppliedSystems
    7,030 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,542 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

As the management system that created a digital industry, Applied TAM offers visibility into your clients and day-to-day operations. Applied TAM is one of the most widely used management systems in t

Users
No information available
Industries
  • Insurance
Market Segment
  • 73% Small-Business
  • 25% Mid-Market
Applied TAM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Client Management
1
Ease of Use
1
Cons
Lack of User-Friendliness
1
Poor Customer Support
1
Pricing Issues
1
Applied TAM features and usability ratings that predict user satisfaction
8.2
Has the product been a good partner in doing business?
Average: 8.2
8.1
Policy Management
Average: 8.2
6.5
Accounting
Average: 7.1
7.1
Task Management
Average: 8.1
Seller Details
Seller
Applied Systems
Year Founded
1983
HQ Location
University Park, IL
Twitter
@AppliedSystems
7,030 Twitter followers
LinkedIn® Page
www.linkedin.com
2,542 employees on LinkedIn®
Read Applied TAM Reviews
BindHQ
By BindHQ
(17)4.7 out of 5
Save to My Lists
Entry Level Price:Starting at $275.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Agency Operating System for Technology Driven MGAs, Wholesale Brokerages and MGUs. Bind More Business with BindHQ - BindHQs lightning-fast, modern agency operating system enables MGAs, MGUs & W

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 82% Mid-Market
    • 18% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • BindHQ features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.2
    10.0
    Policy Management
    Average: 8.2
    0.0
    No information available
    10.0
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    BindHQ
    Year Founded
    2018
    HQ Location
    New York City, US
    Twitter
    @bindhq
    25 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Agency Operating System for Technology Driven MGAs, Wholesale Brokerages and MGUs. Bind More Business with BindHQ - BindHQs lightning-fast, modern agency operating system enables MGAs, MGUs & W

Users
No information available
Industries
  • Insurance
Market Segment
  • 82% Mid-Market
  • 18% Small-Business
BindHQ features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.2
10.0
Policy Management
Average: 8.2
0.0
No information available
10.0
Task Management
Average: 8.1
Seller Details
Seller
BindHQ
Year Founded
2018
HQ Location
New York City, US
Twitter
@bindhq
25 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
Read BindHQ Reviews
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6 Listings in Insurance Agency Management Systems Available
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