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Best Insurance Agency Management Systems for for Small Business

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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small 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 Small Business Insurance Agency Management Systems category, a product must have at least 10 reviews left by a reviewer from a small 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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21 Listings in Small Business Insurance Agency Management Systems Available

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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®
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

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QQCatalyst
By Vertafore
(361)4.3 out of 5
Optimized for quick response
2nd 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
    • Insurance Agent
    • Owner
    Industries
    • Insurance
    Market Segment
    • 98% Small-Business
    • 1% Enterprise
    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.
    • QQCatalyst is a software that helps in retrieving data information, merging similar accounts, and managing client information on an organized database.
    • Users like the user-friendly interface of QQCatalyst, its ability to merge similar accounts easily, the quick response of the support team, and the numerous features that simplify client management.
    • Users reported issues with slow uploading, difficulty in changing categories, complex initial setup, and occasional system downtime.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • QQCatalyst 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
    67
    Customer Support
    17
    Data Management
    14
    Integrations
    14
    Simple
    13
    Cons
    Download Issues
    10
    Email Integration
    9
    Poor Reporting
    9
    Document Management
    7
    Error Handling
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • QQCatalyst features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.2
    8.9
    Policy Management
    Average: 8.2
    6.7
    Accounting
    Average: 7.1
    8.3
    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
  • Insurance Agent
  • Owner
Industries
  • Insurance
Market Segment
  • 98% Small-Business
  • 1% Enterprise
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.
  • QQCatalyst is a software that helps in retrieving data information, merging similar accounts, and managing client information on an organized database.
  • Users like the user-friendly interface of QQCatalyst, its ability to merge similar accounts easily, the quick response of the support team, and the numerous features that simplify client management.
  • Users reported issues with slow uploading, difficulty in changing categories, complex initial setup, and occasional system downtime.
QQCatalyst 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
67
Customer Support
17
Data Management
14
Integrations
14
Simple
13
Cons
Download Issues
10
Email Integration
9
Poor Reporting
9
Document Management
7
Error Handling
6
QQCatalyst features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.2
8.9
Policy Management
Average: 8.2
6.7
Accounting
Average: 7.1
8.3
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
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®
HawkSoft
By Hawksoft
(80)4.8 out of 5
3rd Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Since 1995, HawkSoft is a leader in agency management systems for commercial and personal lines agencies that want effective workflows and a delightful experience for staff and policyholders. We take

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 95% Small-Business
    • 3% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • HawkSoft 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
    Centralization
    2
    Communication
    2
    Customer Support
    1
    Data Management
    1
    Ease of Use
    1
    Cons
    Communication Issues
    1
    Integration Issues
    1
    Poor Customer Support
    1
    Slow Loading
    1
    Slow Performance
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • HawkSoft features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 8.2
    9.5
    Policy Management
    Average: 8.2
    8.5
    Accounting
    Average: 7.1
    9.5
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Hawksoft
    Year Founded
    1995
    HQ Location
    Canby, OR
    Twitter
    @HawkSoft
    841 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    109 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Since 1995, HawkSoft is a leader in agency management systems for commercial and personal lines agencies that want effective workflows and a delightful experience for staff and policyholders. We take

Users
No information available
Industries
  • Insurance
Market Segment
  • 95% Small-Business
  • 3% Mid-Market
HawkSoft 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
Centralization
2
Communication
2
Customer Support
1
Data Management
1
Ease of Use
1
Cons
Communication Issues
1
Integration Issues
1
Poor Customer Support
1
Slow Loading
1
Slow Performance
1
HawkSoft features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 8.2
9.5
Policy Management
Average: 8.2
8.5
Accounting
Average: 7.1
9.5
Task Management
Average: 8.1
Seller Details
Seller
Hawksoft
Year Founded
1995
HQ Location
Canby, OR
Twitter
@HawkSoft
841 Twitter followers
LinkedIn® Page
www.linkedin.com
109 employees on LinkedIn®
Read HawkSoft Reviews
AgencyBloc AMS+
By AgencyBloc
(39)4.7 out of 5
9th Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
Entry Level Price:Starting at $105.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 92% Small-Business
    • 5% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • AgencyBloc AMS+ 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
    Customer Support
    1
    Ease of Use
    1
    Efficiency
    1
    Features
    1
    Cons
    Limited Customization
    1
    Poor Reporting
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AgencyBloc AMS+ features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 8.2
    9.4
    Policy Management
    Average: 8.2
    6.1
    Accounting
    Average: 7.1
    9.0
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AgencyBloc
    Year Founded
    2008
    HQ Location
    Cedar Falls, Iowa
    LinkedIn® Page
    www.linkedin.com
    140 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Insurance
Market Segment
  • 92% Small-Business
  • 5% Mid-Market
AgencyBloc AMS+ 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
Customer Support
1
Ease of Use
1
Efficiency
1
Features
1
Cons
Limited Customization
1
Poor Reporting
1
AgencyBloc AMS+ features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.2
9.4
Policy Management
Average: 8.2
6.1
Accounting
Average: 7.1
9.0
Task Management
Average: 8.1
Seller Details
Seller
AgencyBloc
Year Founded
2008
HQ Location
Cedar Falls, Iowa
LinkedIn® Page
www.linkedin.com
140 employees on LinkedIn®
Read AgencyBloc AMS+ Reviews
Jenesis
By Jenesis
(136)4.7 out of 5
1st Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jenesis is an insurance agency management system based out of North Carolina. Jenesis was founded in 1999 by Eddie Price who at the time had an insurance agency of his own and needed a management syst

    Users
    • Insurance Agent
    • Agent
    Industries
    • Insurance
    Market Segment
    • 99% Small-Business
    • 1% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jenesis 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
    33
    Customer Support
    22
    Helpful
    8
    Simple
    8
    Staff Support
    7
    Cons
    Feature Issues
    5
    System Instability
    5
    Quoting Issues
    3
    Update Issues
    3
    Download Issues
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jenesis features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 8.2
    9.3
    Policy Management
    Average: 8.2
    8.1
    Accounting
    Average: 7.1
    9.3
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jenesis
    Company Website
    Year Founded
    1999
    HQ Location
    Forest City, NC
    Twitter
    @JenesisSoftware
    257 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jenesis is an insurance agency management system based out of North Carolina. Jenesis was founded in 1999 by Eddie Price who at the time had an insurance agency of his own and needed a management syst

Users
  • Insurance Agent
  • Agent
Industries
  • Insurance
Market Segment
  • 99% Small-Business
  • 1% Enterprise
Jenesis 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
33
Customer Support
22
Helpful
8
Simple
8
Staff Support
7
Cons
Feature Issues
5
System Instability
5
Quoting Issues
3
Update Issues
3
Download Issues
2
Jenesis features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 8.2
9.3
Policy Management
Average: 8.2
8.1
Accounting
Average: 7.1
9.3
Task Management
Average: 8.1
Seller Details
Seller
Jenesis
Company Website
Year Founded
1999
HQ Location
Forest City, NC
Twitter
@JenesisSoftware
257 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
Get a quote
NextAgency
By Take 44, Inc.
(34)4.8 out of 5
8th Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
Entry Level Price:$75.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    NextAgency is a modern agency management system featuring CRM, marketing and optional commission tools. Designed for agencies selling benefits, senior and life policies, NextAgency is remarkably easy

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • NextAgency 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
    Customer Support
    11
    Ease of Use
    11
    Client Management
    4
    Comprehensive Information
    3
    Tracking
    3
    Cons
    Limited Customization
    2
    Poor Reporting
    2
    Update Issues
    2
    Complex Process
    1
    Difficulty
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • NextAgency features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 8.2
    9.3
    Policy Management
    Average: 8.2
    6.7
    Accounting
    Average: 7.1
    9.4
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Take 44, Inc.
    Company Website
    Year Founded
    2015
    HQ Location
    Simi Valley, California
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

NextAgency is a modern agency management system featuring CRM, marketing and optional commission tools. Designed for agencies selling benefits, senior and life policies, NextAgency is remarkably easy

Users
No information available
Industries
  • Insurance
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
NextAgency 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
Customer Support
11
Ease of Use
11
Client Management
4
Comprehensive Information
3
Tracking
3
Cons
Limited Customization
2
Poor Reporting
2
Update Issues
2
Complex Process
1
Difficulty
1
NextAgency features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 8.2
9.3
Policy Management
Average: 8.2
6.7
Accounting
Average: 7.1
9.4
Task Management
Average: 8.1
Seller Details
Seller
Take 44, Inc.
Company Website
Year Founded
2015
HQ Location
Simi Valley, California
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
Get a quote
SmartOffice
By Ebix
(28)3.7 out of 5
Save to My Lists
Entry Level Price:$70.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Financial Services
    • Insurance
    Market Segment
    • 64% Small-Business
    • 29% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SmartOffice features and usability ratings that predict user satisfaction
    7.9
    Has the product been a good partner in doing business?
    Average: 8.2
    5.6
    Policy Management
    Average: 8.2
    0.0
    No information available
    6.7
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ebix
    Year Founded
    1976
    HQ Location
    Johns Creek, GA
    Twitter
    @EbixInc
    1,713 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,655 employees on LinkedIn®
    Ownership
    OTCMKTS: EBIXQ
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Financial Services
  • Insurance
Market Segment
  • 64% Small-Business
  • 29% Mid-Market
SmartOffice features and usability ratings that predict user satisfaction
7.9
Has the product been a good partner in doing business?
Average: 8.2
5.6
Policy Management
Average: 8.2
0.0
No information available
6.7
Task Management
Average: 8.1
Seller Details
Seller
Ebix
Year Founded
1976
HQ Location
Johns Creek, GA
Twitter
@EbixInc
1,713 Twitter followers
LinkedIn® Page
www.linkedin.com
1,655 employees on LinkedIn®
Ownership
OTCMKTS: EBIXQ
Read SmartOffice Reviews
AgencyZoom
By Vertafore
(43)4.6 out of 5
11th 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.

    A modern agency should be obsessed with their customers’ and employees’ experiences. Driving an improved customer experience, automating engagement, increasing retention, and closing leads faster – th

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 91% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • AgencyZoom 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
    Efficiency
    1
    Task Management
    1
    Time Saving
    1
    Cons
    Inefficient Search Functionality
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AgencyZoom features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 8.2
    7.2
    Policy Management
    Average: 8.2
    7.0
    Accounting
    Average: 7.1
    8.2
    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.

A modern agency should be obsessed with their customers’ and employees’ experiences. Driving an improved customer experience, automating engagement, increasing retention, and closing leads faster – th

Users
No information available
Industries
  • Insurance
Market Segment
  • 91% Small-Business
  • 7% Mid-Market
AgencyZoom 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
Efficiency
1
Task Management
1
Time Saving
1
Cons
Inefficient Search Functionality
1
AgencyZoom features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 8.2
7.2
Policy Management
Average: 8.2
7.0
Accounting
Average: 7.1
8.2
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
The Agency Advantage
By Jenesis
(21)4.8 out of 5
6th 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.

    Agency management software with all of the features and tools agents want and expect.

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 90% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • The Agency Advantage 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
    Customer Support
    1
    Features
    1
    Search Functionality
    1
    Staff Support
    1
    Cons
    Document Management
    1
    Inefficient Search Functionality
    1
    Slow Loading
    1
    Slow Performance
    1
    System Instability
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • The Agency Advantage features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 8.2
    9.4
    Policy Management
    Average: 8.2
    9.4
    Accounting
    Average: 7.1
    9.4
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jenesis
    Year Founded
    1999
    HQ Location
    Forest City, NC
    Twitter
    @JenesisSoftware
    257 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Agency management software with all of the features and tools agents want and expect.

Users
No information available
Industries
  • Insurance
Market Segment
  • 90% Small-Business
  • 10% Mid-Market
The Agency Advantage 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
Customer Support
1
Features
1
Search Functionality
1
Staff Support
1
Cons
Document Management
1
Inefficient Search Functionality
1
Slow Loading
1
Slow Performance
1
System Instability
1
The Agency Advantage features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 8.2
9.4
Policy Management
Average: 8.2
9.4
Accounting
Average: 7.1
9.4
Task Management
Average: 8.1
Seller Details
Seller
Jenesis
Year Founded
1999
HQ Location
Forest City, NC
Twitter
@JenesisSoftware
257 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
Read The Agency Advantage Reviews
Agency Matrix
By Zywave
(15)4.0 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.

    The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-ed

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 87% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Agency Matrix 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
    Data Management
    1
    Organization
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Agency Matrix features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.2
    6.7
    Policy Management
    Average: 8.2
    7.1
    Accounting
    Average: 7.1
    7.2
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zywave
    Year Founded
    1995
    HQ Location
    Milwaukee, WI
    LinkedIn® Page
    www.linkedin.com
    790 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-ed

Users
No information available
Industries
  • Insurance
Market Segment
  • 87% Small-Business
  • 7% Mid-Market
Agency Matrix 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
Data Management
1
Organization
1
Cons
This product has not yet received any negative sentiments.
Agency Matrix features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.2
6.7
Policy Management
Average: 8.2
7.1
Accounting
Average: 7.1
7.2
Task Management
Average: 8.1
Seller Details
Seller
Zywave
Year Founded
1995
HQ Location
Milwaukee, WI
LinkedIn® Page
www.linkedin.com
790 employees on LinkedIn®
Read Agency Matrix Reviews
Bridge Insure
By Bridge Insurance
(57)4.6 out of 5
4th 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.

    Simplify your agency and take back your time. With built-in features like VoIP, eSign, and reporting, Bridge helps maximize your time input so you can spend less time working and more time living.

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 98% Small-Business
    • 2% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Bridge Insure 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
    26
    Customer Support
    13
    Integrations
    12
    Features
    10
    Email Integration
    5
    Cons
    Connectivity Issues
    12
    Difficulty
    5
    Poor Support Services
    5
    Texting Issues
    5
    Feature Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Bridge Insure features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 8.2
    5.4
    Policy Management
    Average: 8.2
    5.0
    Accounting
    Average: 7.1
    5.2
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Bridge Insurance
    HQ Location
    Lilburn, Georgia
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Simplify your agency and take back your time. With built-in features like VoIP, eSign, and reporting, Bridge helps maximize your time input so you can spend less time working and more time living.

Users
No information available
Industries
  • Insurance
Market Segment
  • 98% Small-Business
  • 2% Mid-Market
Bridge Insure 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
26
Customer Support
13
Integrations
12
Features
10
Email Integration
5
Cons
Connectivity Issues
12
Difficulty
5
Poor Support Services
5
Texting Issues
5
Feature Issues
3
Bridge Insure features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 8.2
5.4
Policy Management
Average: 8.2
5.0
Accounting
Average: 7.1
5.2
Task Management
Average: 8.1
Seller Details
Seller
Bridge Insurance
HQ Location
Lilburn, Georgia
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
Read Bridge Insure Reviews
InsuredMine
By InsuredMine
(16)4.7 out of 5
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • InsuredMine features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.2
    8.8
    Policy Management
    Average: 8.2
    0.0
    No information available
    8.7
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    InsuredMine
    Year Founded
    2018
    HQ Location
    Plano, US
    Twitter
    @InsuredMine
    999 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    71 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Insurance
Market Segment
  • 100% Small-Business
InsuredMine features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.2
8.8
Policy Management
Average: 8.2
0.0
No information available
8.7
Task Management
Average: 8.1
Seller Details
Seller
InsuredMine
Year Founded
2018
HQ Location
Plano, US
Twitter
@InsuredMine
999 Twitter followers
LinkedIn® Page
www.linkedin.com
71 employees on LinkedIn®
Read InsuredMine Reviews
Canopy Connect Insurance Data Intake
By Canopy Connect
(11)4.9 out of 5
Save to My Lists
Entry Level Price:$100.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Canopy Connect’s insurance data intake platform is trusted by more than 10,000 insurance agents to collect verified insurance information from their prospects in seconds. Simply send your custom l

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 91% Small-Business
    • 9% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Canopy Connect Insurance Data Intake 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
    2
    Simple
    2
    Data Management
    1
    Features
    1
    Time Saving
    1
    Cons
    Integration Issues
    1
    Slow Loading
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Canopy Connect Insurance Data Intake 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
    Canopy Connect
    HQ Location
    San Francisco, US
    Twitter
    @canopy_connect
    280 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Canopy Connect’s insurance data intake platform is trusted by more than 10,000 insurance agents to collect verified insurance information from their prospects in seconds. Simply send your custom l

Users
No information available
Industries
  • Insurance
Market Segment
  • 91% Small-Business
  • 9% Enterprise
Canopy Connect Insurance Data Intake 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
2
Simple
2
Data Management
1
Features
1
Time Saving
1
Cons
Integration Issues
1
Slow Loading
1
Canopy Connect Insurance Data Intake 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
Canopy Connect
HQ Location
San Francisco, US
Twitter
@canopy_connect
280 Twitter followers
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
Read Canopy Connect Insurance Data Intake Reviews
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