# Best Insurance Agency Management Systems - Page 2

## How Many Insurance Agency Management Systems Products Does G2 Track?

**Total Products under this Category:** 136

### Category Stats (Jul 2026)

- **Average Rating:** 4.01/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** QQCatalyst (+0.46%) - Among all products in this category, QQCatalyst recorded the largest rating increase compared to last month

_Last updated: July 24, 2026_

## How Does G2 Rank Insurance Agency Management Systems Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 5,200+ Authentic Reviews
- 136+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Insurance Agency Management Systems
 ![G2 Grid® for Insurance Agency Management Systems plotting products by satisfaction and market presence](https://www.g2.com/categories/insurance-agency-management-systems/grids.png?focus%5B%5D=18036&focus%5B%5D=6024&focus%5B%5D=18070&focus%5B%5D=44734&focus%5B%5D=17676&focus%5B%5D=18067&focus%5B%5D=1479896&focus%5B%5D=4921)

Highlighted products: Applied Epic, QQCatalyst, AMS360, EZLynx, BenefitPoint, HawkSoft, Nexsure, and AgencyBloc AMS+.

Underlying data: [Grid® JSON](https://www.g2.com/categories/insurance-agency-management-systems/grids.json?focus%5B%5D=applied-epic&focus%5B%5D=qqcatalyst&focus%5B%5D=ams360&focus%5B%5D=ezlynx-ezlynx&focus%5B%5D=benefitpoint&focus%5B%5D=hawksoft&focus%5B%5D=dyad-nexsure&focus%5B%5D=agencybloc-ams)

**Sponsored**

### Momentum AMP, formerly Nowcerts

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 agencies streamline operations, automate follow-ups, and improve client communication—all within one intuitive, browser-based platform. Unlike legacy AMS platforms or generic business tools, Momentum AMP is built specifically for the workflows of independent agencies. With AI-powered features to surface key insights, automate tasks, and reduce manual data entry, the platform enables teams to work faster and more efficiently—whether they're focused on new business, renewals, or client service. Momentum AMP includes robust tools for email tracking, texting, task management, automation, and reporting, giving producers and service teams everything they need to stay on top of client needs and close more business. It's fully Mac-compatible and mobile-friendly, ensuring teams can access their work from anywhere, on any device. What truly sets Momentum AMP apart is our unified approach to agency operations. Agencies no longer need to juggle fragmented tools or spend time building workarounds. Instead, Momentum delivers a cohesive experience that simplifies day-to-day tasks, supports collaboration, and empowers users with smart, proactive workflows. With fast onboarding, a clean user interface, and ongoing enhancements based on real-world feedback, Momentum AMP gives agencies the flexibility and power they need to grow—without the complexity of traditional AMS systems. Whether you're looking to improve productivity, enhance client service, or modernize your operations, Momentum AMP delivers the tools and intelligence to help your agency thrive.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=599&secure%5Bchosen_at%5D=2026-07-27T23%3A17%3A56Z&secure%5Bdisplayable_resource_id%5D=599&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=599&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=17982&secure%5Bresource_id%5D=599&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-agency-management-systems%3Fpage%3D2&secure%5Btoken%5D=71354abcb71967f2e1a55ac6c935e446eddc3206e1d108c7c042dc2140d72852&secure%5Burl%5D=https%3A%2F%2Fmomentumamp.com%2F&secure%5Burl_type%5D=company_website)

### [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews)

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 centralized task management, automated data collection, and reduced sales cycle timelines. Agencies using iLife manage teams more effectively, exceed sales targets, and benefit from high client satisfaction. iLife includes all the tools a life insurance agent needs to succeed: e-App, quoting tool, marketing tool, website builder, and marketing content library. Request a demo to see iLife in action!

**Average Rating:** 4.7/5.0

**Total Reviews:** 77

#### How Do G2 Users Rate iLife Technologies?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.2/10)
- **Policy Management:** 9.6/10 (Category avg: 8.1/10)
- **Accounting:** 10.0/10 (Category avg: 7.2/10)
- **Task Management:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind iLife Technologies?

- **Seller:** [iLife Technologies](https://www.g2.com/sellers/ilife-technologies)
- **Year Founded:** 2019
- **HQ Location:** San Francisco Bay Area, US
- **LinkedIn® Page:** https://www.linkedin.com/company/ilifetech/ (113 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Insurance Agent
- **Top Industries:** Insurance, Financial Services
- **Company Size:** 95% Small, 1% Medium

#### What Are Recent G2 Reviews of iLife Technologies?

**["A Huge Win For The New Small Business and Independent Insurance Agent"](https://www.g2.com/survey_responses/ilife-technologies-review-6796465)**

**Rating:** 5.0/5.0 stars

_— Kevin J._

[Read full review](https://www.g2.com/survey_responses/ilife-technologies-review-6796465)

**["Life Insurance for the new millennium!"](https://www.g2.com/survey_responses/ilife-technologies-review-5086286)**

**Rating:** 5.0/5.0 stars

_— Michael G._

[Read full review](https://www.g2.com/survey_responses/ilife-technologies-review-5086286)

### [AgencySmart](https://www.g2.com/products/agencysmart/reviews)

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 products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable. CONTACT OR SCHEDULE A DEMONSTRATION HERE --\> https://agencysmart.com/schedule-a-demonstration/

**Average Rating:** 4.8/5.0

**Total Reviews:** 38

#### How Do G2 Users Rate AgencySmart?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.2/10)
- **Policy Management:** 10.0/10 (Category avg: 8.1/10)
- **Accounting:** 9.4/10 (Category avg: 7.2/10)
- **Task Management:** 8.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind AgencySmart?

- **Seller:** [AgencySmart](https://www.g2.com/sellers/agencysmart)
- **Year Founded:** 2002
- **HQ Location:** Fairfield, New Jersey
- **Twitter:** @AgencySmartLLC (12 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11153962/ (7 employees on LinkedIn®)

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 95% Small, 3% Medium

#### What Do G2 Reviewers Say About AgencySmart?

_AI-generated summary from verified user reviews_

##### Pros

- Users find AgencySmart to be **user-friendly and easy to navigate** , making client tracking simple and efficient.
- Users value the **excellent training support** provided by AgencySmart, enhancing their team's proficiency and confidence.
- Users appreciate the **simple and efficient activities management** of AgencySmart, making client tracking seamless.
- Users find **navigation easy** with AgencySmart, enhancing their overall user experience significantly.
- Users value the **simple and straightforward system** for effectively tracking client information and employer contributions.

##### Cons

- Users struggle with **data entry issues** , as not all plans are pre-populated, requiring manual input frequently.
- Users find the **manual editing difficult** due to incomplete pre-population of plans in the system.

#### What Are Recent G2 Reviews of AgencySmart?

**["Agency Smart is very user friendly!"](https://www.g2.com/survey_responses/agencysmart-review-10274353)**

**Rating:** 5.0/5.0 stars

_— Jessica C._

[Read full review](https://www.g2.com/survey_responses/agencysmart-review-10274353)

**["Refreshingly Simple and Straight Forward"](https://www.g2.com/survey_responses/agencysmart-review-10275390)**

**Rating:** 5.0/5.0 stars

_— Jeremiah B._

[Read full review](https://www.g2.com/survey_responses/agencysmart-review-10275390)

### [SmartOffice](https://www.g2.com/products/smartoffice/reviews)

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 trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet. • Client Tracking helps you manage your clients’ personal and household data, send correspondence, maintain a history of all interactions, and sync that data across all of your devices. • Calendar Management provides powerful tracking of completed activities and unfinished tasks/projects, calendar sync across all of your devices, and easy appointment scheduling through Calendly. • Dynamic Reports deliver critical business intelligence, with dashboards covering everything from sales and revenue to client birthdays and policy renewal dates. • Document Storage lets you upload important documents and access then from any device. Support for external services like Docupace and PaperClip are included. • Form Filling helps you quickly complete forms by pushing SmartOffice data to apps like Docupace and Laser App. • Microsoft Office/365 integration lets you post e-mail to SmartOffice from Outlook, run SmartOffice reports from Excel, post OneNote notes to SmartOffice, and send SmartOffice correspondence from Word. Cybersecurity • Data Security shields your from cyberattacks and helps you comply with security regulations. Encryption, multi-factor authentication, and backups are included. Zinnia's security controls have been verified via an independent SOC 2 Type 2 audit. • SmartOffice Secure is an optional service that protects your users devices from cyberattacks, enhancing SmartOffice’s already robust security features. Sales & Marketing • Lead and Opportunity Tracking helps you collect and distribute leads throughout your firm and build standardized sales processes that boost productivity and enforce best practices. • E-mail Marketing helps you create compelling marketing campaigns that bring in new business. Easily push SmartOffice contact data into apps like Constant Contact, FMeX, FMG Suite, and MarketingPro. Investments • Investment Tracking helps you manage client accounts and keep positions up to date using data from providers like Albridge, Aqumulate, Broadridge/Investigo, Charles Schwab, DAZL, DST, E\*TRADE, Fidelity, LPL, Pershing, Raymond James, Rydex, Securities America, SEI, Sterne Agee, TD Ameritrade, and Walnut Street Securities. • Financial Planning and Analysis allows you to export accounts and positions to popular planning and assessment apps like eMoney, MoneyGuidePro, and Riskalyze. Insurance • Individual and Group Policy/Pending Case Tracking covers inforce and pending life, disability, medical, LTC, annuity, group, auto, homeowner, umbrella, and other policy types. Manage everything from underwriting to policy service, and get automatic status updates through the DTCC or directly from major carriers. • Commission Tracking helps you calculate expected commissions and reconcile projections with actual payments from carriers. Compliance & Reporting • Automated Archiving of communications, notes, and other interactions between your staff and clients not only helps you provide excellent client service—it also creates a complete audit trail. And it works no matter what devices your employees use. • Audit Reports provide the tools you need to quickly extract and compile notes, documents, and correspondence into a report that’s ready to present to compliance officers and auditors. • Template Administration gives the home office control over the templates their advisors use for client outreach, marketing, and other activities. • Production Dashboard provides a consolidated view of production numbers for individual advisors, branch offices, or organizations in a clear, easy-to-understand format. Automation & Integrations • Standardize and automate sales processes, application/new-business workflows, and other critical activities, making your operations faster and less vulnerable to human error. • Data Repository features allow you to centralize storage of your critical data in one secure location and provide access to your other applications through our integration hub. • Data Feeds from providers of insurance and investment data automatically keep your data up to date, eliminating the need for time-intensive manual updates. Industry Expertise • Expert Consulting Services from our team of industry veterans help you find the solution that best meets your business needs. Unlike competitors offering overpriced, one-size-fits-all products, Zinnia has been designing customized, cost-effective systems for agencies and broker-dealers for decades.

**Average Rating:** 3.7/5.0

**Total Reviews:** 26

#### How Do G2 Users Rate SmartOffice?

- **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.2/10)
- **Policy Management:** 5.6/10 (Category avg: 8.1/10)
- **Task Management:** 6.7/10 (Category avg: 8.1/10)

#### Who Is the Company Behind SmartOffice?

- **Seller:** [Zinnia](https://www.g2.com/sellers/zinnia)
- **HQ Location:** Atlanta, US
- **LinkedIn® Page:** https://www.linkedin.com/company/getzinnia (2 employees on LinkedIn®)

#### Who Uses This Product?

- **Top Industries:** Financial Services, Insurance
- **Company Size:** 64% Small, 29% Medium

#### What Are Recent G2 Reviews of SmartOffice?

**["Great product for CRM"](https://www.g2.com/survey_responses/smartoffice-review-5424173)**

**Rating:** 4.5/5.0 stars

_— Tripp B._

[Read full review](https://www.g2.com/survey_responses/smartoffice-review-5424173)

**["I Love SmartOffice!"](https://www.g2.com/survey_responses/smartoffice-review-5206524)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/smartoffice-review-5206524)

### [Momentum AMP, formerly Nowcerts](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews)

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 agencies streamline operations, automate follow-ups, and improve client communication—all within one intuitive, browser-based platform. Unlike legacy AMS platforms or generic business tools, Momentum AMP is built specifically for the workflows of independent agencies. With AI-powered features to surface key insights, automate tasks, and reduce manual data entry, the platform enables teams to work faster and more efficiently—whether they're focused on new business, renewals, or client service. Momentum AMP includes robust tools for email tracking, texting, task management, automation, and reporting, giving producers and service teams everything they need to stay on top of client needs and close more business. It's fully Mac-compatible and mobile-friendly, ensuring teams can access their work from anywhere, on any device. What truly sets Momentum AMP apart is our unified approach to agency operations. Agencies no longer need to juggle fragmented tools or spend time building workarounds. Instead, Momentum delivers a cohesive experience that simplifies day-to-day tasks, supports collaboration, and empowers users with smart, proactive workflows. With fast onboarding, a clean user interface, and ongoing enhancements based on real-world feedback, Momentum AMP gives agencies the flexibility and power they need to grow—without the complexity of traditional AMS systems. Whether you're looking to improve productivity, enhance client service, or modernize your operations, Momentum AMP delivers the tools and intelligence to help your agency thrive.

**Average Rating:** 3.8/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate Momentum AMP, formerly Nowcerts?

- **Has the product been a good partner in doing business?:** 5.0/10 (Category avg: 8.2/10)
- **Policy Management:** 7.9/10 (Category avg: 8.1/10)
- **Accounting:** 6.3/10 (Category avg: 7.2/10)
- **Task Management:** 6.7/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Momentum AMP, formerly Nowcerts?

- **Seller:** [NowCerts](https://www.g2.com/sellers/nowcerts)
- **Company Website:** https://momentumamp.com/
- **Year Founded:** 2009
- **HQ Location:** Flower Mound, US
- **LinkedIn® Page:** https://www.linkedin.com/company/momentumamp/ (61 employees on LinkedIn®)

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Momentum AMP, formerly Nowcerts?

**["Good Insurance Software Program"](https://www.g2.com/survey_responses/momentum-amp-formerly-nowcerts-review-5299888)**

**Rating:** 5.0/5.0 stars

_— Paula C._

[Read full review](https://www.g2.com/survey_responses/momentum-amp-formerly-nowcerts-review-5299888)

**["Love nowcerts"](https://www.g2.com/survey_responses/momentum-amp-formerly-nowcerts-review-4851307)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/momentum-amp-formerly-nowcerts-review-4851307)

- [‹ Prev‹ Prev](/categories/insurance-agency-management-systems?order=g2_score#product-list)
- [1](/categories/insurance-agency-management-systems?order=g2_score#product-list)
- 2
- [3](/categories/insurance-agency-management-systems?order=g2_score&page=3#product-list)
- [4](/categories/insurance-agency-management-systems?order=g2_score&page=4#product-list)
- [5](/categories/insurance-agency-management-systems?order=g2_score&page=5#product-list)
- [6](/categories/insurance-agency-management-systems?order=g2_score&page=6#product-list)
- …
- [9](/categories/insurance-agency-management-systems?order=g2_score&page=9#product-list)
- [10](/categories/insurance-agency-management-systems?order=g2_score&page=10#product-list)
- [Next ›Next ›](/categories/insurance-agency-management-systems?order=g2_score&page=3#product-list)

Spotlight Categories

[Experience Management Software](https://www.g2.com/categories/experience-management)

[Mobile Device Management (MDM) Software](https://www.g2.com/categories/mobile-device-management-mdm)

[Security Awareness Training Software](https://www.g2.com/categories/security-awareness-training)

[Board Management Software](https://www.g2.com/categories/board-management)

[Analytics Platforms](https://www.g2.com/categories/analytics-platforms)

Similar Categories

- [Health Insurance Software](/categories/health-insurance-software)
- [Insurance Analytics](/categories/insurance-analytics)
- [Insurance Billing](/categories/insurance-billing)
- [Insurance Claims Management](/categories/insurance-claims-management)
- [Insurance Compliance](/categories/insurance-compliance)

- [Insurance CRM](/categories/insurance-crm)
- [Insurance Policy Administration Systems](/categories/insurance-policy-administration-systems)
- [Insurance Suites](/categories/insurance-suites)
- [Life & Health Insurance Agency Management](/categories/life-health-insurance-agency-management)
- [Life Insurance Policy Administration Systems](/categories/life-insurance-policy-administration-systems)

- [Other Insurance](/categories/other-insurance)
- [Property & Casualty Insurance Agency Management](/categories/property-casualty-insurance-agency-management)
- [Property & Casualty Policy Administration Systems](/categories/property-casualty-policy-administration-systems)
- [Underwriting & Rating](/categories/underwriting-rating)

[Browse Insurance Agency Management Systems Themes](/categories/insurance-agency-management-systems/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated October 3, 2024

Insurance agency management systems help insurance agencies manage their business. These systems provide capabilities of [CRM software](https://www.g2.com/categories/crm) and [marketing automation software](https://www.g2.com/categories/marketing-automation) to help agents enhance relationships with customers, clients, and prospects. In addition, these systems include back-office features such as automated workflows and commission processing to facilitate agent efforts.

Insurance agency management systems can be implemented across all branches of an insurance agency or utilized on a case-by-case basis. These systems help agencies of all sizes track and maintain relationships with clients, improve marketing and sales efforts, and monitor the sales performance of their agency. Insurance agency management systems can be implemented either as a standalone solution or as the foundation for integrated [insurance suites](https://www.g2.com/categories/insurance-suites).

To qualify for inclusion in the Insurance Agency Management Systems category, a product must:

- Store an agency’s client information, including policy documents, notes, and statements 
- Provide reporting tools for sales performance and account status analysis 
- Offer features for automating or streamlining agent workflows 

Show More

* * *

## How Do You Choose the Right Insurance Agency Management Systems?

### What You Should Know About Insurance Agency Management Systems

### What are Insurance Agency Management Systems?

Insurance agency management systems are multiuse software designed to manage the operations of an insurance agency. These solutions provide back-office functionality as well as customer-facing features. The goal of an insurance agency management system is to provide a comprehensive solution that takes care of the majority of tasks required of an insurance agency.

Key Benefits of Insurance Agency Management Systems

- Consolidate client information
- Improve managerial efficiency
- Generate detailed reports
- Improve client communications

### Why Use Insurance Agency Management Systems?

Insurance agency management systems are vital for insurance agencies to consolidate their data, improve their operational efficiency, build strong customer relationships, generate reports, track claims, and more. The agency management system acts as the central hub for all insurance agency activities, including building and maintaining a client base and strong communication channels with those clients.

**Consolidate Data —** Insurance agencies have a lot of information on file. Insurance agency management systems make it easier to house a majority of agency information in a single location. These consolidated data sets help insurance providers with complex, data-driven tasks such as risk assessment, risk management, and fraud detection.

**Marketing Automation —** Many insurance agency management systems contain marketing automation features, which allow agencies to streamline marketing operations. These features enable insurance agencies to create campaigns that drive prospect collection, delivering proper messaging to the correct prospects at the right time. Instead of cold email campaigns or poorly timed off-message mass emails, agents can rely on the aid of their agency management system to streamline and improve their outreach to both prospective and current clients.

**Lead Management —** Lead management is a major reason why companies use agency management systems. Insurance agency management systems can assist in managing a sales and prospecting process, which can be extremely time-consuming. Leads are key to this, so agency management systems contain lead management functionality to aid in the transition from marketing to sales activities in the sales funnel.

### Who Uses Insurance Agency Management Systems?

Insurance agencies are the companies that use insurance agency management systems. Within the insurance agency itself, the sales team uses insurance agency management systems the most, as it is vital to their function. This type of software system is essentially a CRM and allows them to maintain accurate information about current clients and prospects that they can sell to.

### Insurance Agency Management System Features

Insurance agency management systems often include, but are not limited to, the following features:

**CRM —** Solutions in this category almost always contain CRM functionality, enabling users to connect with prospects, develop relationships with existing clients, and maintain strong communication channels with all contacts in their system.

**Task Management —** Task management functionality in these systems allows users to keep their tasks organized and their business running smoothly.

**Claims Management —** There are dedicated claims management solutions, but often insurance agency management software contains some claims management features like claims reporting, settlement workflows, and risk assessment.

**Policy Management —** This feature allows agents to manage client policies directly within the application.

**Client Portal —** This is a self-service portal through which clients can perform a multitude of tasks, from updating information to checking on their policy and more. As clients become more digitally connected than ever before, offering self-service options will be increasingly important.

**Mobility —** Certain insurance agency management systems are now offering mobile versions of their applications. Both clients and agents can use the mobile application, which bolsters user engagement and ease of use on the go.

**Payment Processing —** Certain insurance agency management systems contain built-in payment processing functionality. This makes it much easier to streamline workflows and keep relevant information in a single system.

**Accounting —** Insurance agency management solutions sometimes contain basic accounting functionality.

**Commissions —** Commissions tracking is a key feature of insurance agency management systems. Insurance agency management systems with this feature will track who is owed what, depending on sales, throughout the measured time period.

**Invoicing —** Insurance agency management systems often have invoicing functionality so that billable actions can be invoiced directly to the client within a single system.

### Trends Related to Insurance Agency Management Systems

The insurance industry has been experiencing a significant digital transformation, and that digital shift has driven development in the insurance agency management system space. The drive toward an entirely digital insurance industry will continue, and systems in this category will increase in importance as the backbone for insurance activities.

**Mobility —** Users everywhere are switching to mobile as smartphone proliferation occurs and internet availability becomes ubiquitous. Because of this, insurance agency management system vendors are increasingly offering robust mobile functionality for their applications.

**Self-Service —** Another trend in the industry is the shift toward self-service. Clients like to take care of things themselves, as interacting with an application is typically faster and easier than getting a support agent to deal with their issue. To offer their customers greater customer service options, insurance agency management system vendors are providing agencies with self-service client portals, through which users can look up information, ask questions, pay bills, and more.

**Automation —** The general trend in the insurance industry is toward automation. This extends to insurance agency management systems, which automate marketing activities and certain sales activities. The more automation there is on the insurer’s side, the better for both parties, as long as the technology works well. Insurers will need less staff to service and sell accounts, which means less overhead. The efficacy of insurance agency management systems becomes key, but there will still be a need for human-to-human selling for the foreseeable future.

**Personalization —** Personalized insurance policies have seen a rise in popularity. Because of the emergence of the internet of things (IoT), insurance companies can leverage new sources of data to create new policies. These policies may be micro policies like car insurance for borrowing a friend’s car or pay-per-mile car insurance, enabling a policyholder to cut down on premiums if they rarely use a vehicle. The increase in policy personalization gives agents more to sell, which means more potential prospects and an increased emphasis on organized selling to the right target markets.

### Software and Services Related to Insurance Agency Management Systems

[**Insurance Claims Management Software**](https://www.g2.com/categories/insurance-claims-management) **—** Insurance agency management systems often integrate with insurance claims management software.

[**Insurance Compliance Software**](https://www.g2.com/categories/insurance-compliance) **—** Insurance compliance software will typically integrate with insurance agency management solutions.

[**Insurance Suites Software**](https://www.g2.com/categories/insurance-suites) **—** Insurance suites usually contain an insurance agency management module as part of the suite. The agency management portion is usually the backbone of the entire system.