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Best Insurance Agency Management Systems for for Small Business - Page 2

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

(78)4.7 out of 5
14th Easiest To Use in Insurance Agency Management Systems software
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Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • iLife Technologies features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 8.2
    9.6
    Policy Management
    Average: 8.2
    10.0
    Accounting
    Average: 7.1
    10.0
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2019
    HQ Location
    San Francisco Bay Area, US
    LinkedIn® Page
    www.linkedin.com
    88 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
iLife Technologies features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.2
9.6
Policy Management
Average: 8.2
10.0
Accounting
Average: 7.1
10.0
Task Management
Average: 8.1
Seller Details
Year Founded
2019
HQ Location
San Francisco Bay Area, US
LinkedIn® Page
www.linkedin.com
88 employees on LinkedIn®
(79)3.9 out of 5
15th Easiest To Use in Insurance Agency Management Systems software
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  • 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®

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(39)4.8 out of 5
12th Easiest To Use in Insurance Agency Management Systems software
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Entry Level Price:$3.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 95% Small-Business
    • 3% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • AgencySmart 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
    6
    Simple
    3
    Training Support
    3
    Navigation Ease
    2
    Staff Support
    2
    Cons
    Data Entry Issues
    2
    Feature Issues
    1
    Manual Editing Difficulty
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • AgencySmart features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 8.2
    10.0
    Policy Management
    Average: 8.2
    9.4
    Accounting
    Average: 7.1
    8.8
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2002
    HQ Location
    Fairfield, New Jersey
    Twitter
    @AgencySmartLLC
    11 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    7 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Insurance
Market Segment
  • 95% Small-Business
  • 3% Mid-Market
AgencySmart 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
6
Simple
3
Training Support
3
Navigation Ease
2
Staff Support
2
Cons
Data Entry Issues
2
Feature Issues
1
Manual Editing Difficulty
1
AgencySmart features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 8.2
10.0
Policy Management
Average: 8.2
9.4
Accounting
Average: 7.1
8.8
Task Management
Average: 8.1
Seller Details
Year Founded
2002
HQ Location
Fairfield, New Jersey
Twitter
@AgencySmartLLC
11 Twitter followers
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®
(18)4.7 out of 5
13th Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
Entry Level Price:$75.00 per user per m...
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Total Lead Domination (TLD) CRM is specially geared for the insurance sales industry, originally starting with health and life. TLD is the most effective software solution for your sales operation or

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 61% Small-Business
    • 22% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • TLDCRM features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 8.2
    8.3
    Policy Management
    Average: 8.2
    8.3
    Accounting
    Average: 7.1
    3.3
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2008
    HQ Location
    Hialeah, FL
    Twitter
    @esotech
    2,204 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Total Lead Domination (TLD) CRM is specially geared for the insurance sales industry, originally starting with health and life. TLD is the most effective software solution for your sales operation or

Users
No information available
Industries
  • Insurance
Market Segment
  • 61% Small-Business
  • 22% Enterprise
TLDCRM features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 8.2
8.3
Policy Management
Average: 8.2
8.3
Accounting
Average: 7.1
3.3
Task Management
Average: 8.1
Seller Details
Year Founded
2008
HQ Location
Hialeah, FL
Twitter
@esotech
2,204 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
  • 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
    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
Year Founded
1983
HQ Location
University Park, IL
Twitter
@AppliedSystems
7,030 Twitter followers
LinkedIn® Page
www.linkedin.com
2,542 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Macaw Agency Management System supports the functions and workflows of Insurance Agencies, Brokers and Managing General Agents. The functional areas supported are CRM, Sales, Underwriting, Policy ma

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 78% Small-Business
    • 17% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Macaw Agency Management System features and usability ratings that predict user satisfaction
    5.8
    Has the product been a good partner in doing business?
    Average: 8.2
    6.5
    Policy Management
    Average: 8.2
    3.8
    Accounting
    Average: 7.1
    6.0
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2011
    HQ Location
    Kolkata, India
    Twitter
    @NestInnovative
    3 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Macaw Agency Management System supports the functions and workflows of Insurance Agencies, Brokers and Managing General Agents. The functional areas supported are CRM, Sales, Underwriting, Policy ma

Users
No information available
Industries
  • Insurance
Market Segment
  • 78% Small-Business
  • 17% Mid-Market
Macaw Agency Management System features and usability ratings that predict user satisfaction
5.8
Has the product been a good partner in doing business?
Average: 8.2
6.5
Policy Management
Average: 8.2
3.8
Accounting
Average: 7.1
6.0
Task Management
Average: 8.1
Seller Details
Year Founded
2011
HQ Location
Kolkata, India
Twitter
@NestInnovative
3 Twitter followers
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®