# 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=2026-07-29T02%3A49%3A35Z&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=39b7dd54fcde692654c6a3dc0271d7538c85f15206cd7104fa2fb30d8228af7b&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)

By [iLife Technologies](https://www.g2.com/sellers/ilife-technologies)

[

4.7/5(78)

](https://www.g2.com/products/ilife-technologies/reviews)

What do users say?

Users consistently praise the platform for its ease of use and excellent customer support, highlighting how quickly they can set up their quoting sites and assist clients. Many appreciate the ability

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7507f320595ee85ed5e557c574dd98b039bcfaa077a43b4f16e0ec701aacc2c5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Filifetech%2F&secure%5Burl_type%5D=linkedin_company_website)  
113 employees on LinkedIn®

#### Who Uses This Product?

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

#### 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)

#### What Are G2 Users Discussing About iLife Technologies?

- [What is iLife Technologies used for?](https://www.g2.com/discussions/what-is-ilife-technologies-used-for)

[
Applied TAM
](https://www.g2.com/products/applied-tam/reviews)

By [Applied Systems](https://www.g2.com/sellers/applied-systems)

[

3.4/5(56)

](https://www.g2.com/products/applied-tam/reviews)

What do users say?

Users consistently praise the software for its ease of use and ability to organize client information effectively. Many appreciate how it simplifies tasks like attaching files and managing reports, ma

Pros and Cons

[
Data Management (1)
](https://www.g2.com/products/applied-tam/reviews?qs=pros-and-cons)[
Outdated Design (1)
](https://www.g2.com/products/applied-tam/reviews?qs=pros-and-cons)

### [Applied TAM](https://www.g2.com/products/applied-tam/reviews)

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 the world, second only to Applied Epic, which is the the world's most widely used management system.

**Average Rating:** 3.4/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate Applied TAM?

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.2/10)
- **Policy Management:** 8.2/10 (Category avg: 8.1/10)
- **Accounting:** 6.5/10 (Category avg: 7.2/10)
- **Task Management:** 7.1/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Applied TAM?

- **Seller:** [Applied Systems](https://www.g2.com/sellers/applied-systems)
- **Year Founded:** 1983
- **HQ Location:** Chicago, IL
- **Twitter:** @AppliedSystems  
6,858 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=43a4713d9a6d79f93c3f487e06928124771090eaee51be753d095387ac928fcc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F162482%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,808 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 73% Small, 25% Medium

#### What Do G2 Reviewers Say About Applied TAM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of managing reports** in Applied TAM, simplifying their data handling processes effectively.
- Users appreciate the **ease of report management** in Applied TAM, benefiting from new features introduced yearly.

##### Cons

- Users find the **outdated design** of Applied TAM limits workflow consistency and overall user experience.
- Users find the **workflow inefficiency** frustrating, leading to inconsistent processes and reliance on outdated systems.

#### What Are Recent G2 Reviews of Applied TAM?

**["Tam Review"](https://www.g2.com/survey_responses/applied-tam-review-6663261)**

**Rating:** 4.0/5.0 stars

_— Roberta T._

[Read full review](https://www.g2.com/survey_responses/applied-tam-review-6663261)

**["Easy to use agency management system."](https://www.g2.com/survey_responses/applied-tam-review-6623749)**

**Rating:** 4.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/applied-tam-review-6623749)

#### What Are G2 Users Discussing About Applied TAM?

- [What is Applied TAM used for?](https://www.g2.com/discussions/what-is-applied-tam-used-for)
- [What is an agency management systems for insurance?](https://www.g2.com/discussions/what-is-an-agency-management-systems-for-insurance)
- [How much does applied epic cost?](https://www.g2.com/discussions/applied-tam-how-much-does-applied-epic-cost)
- [What is applied Epic software?](https://www.g2.com/discussions/applied-tam-what-is-applied-epic-software)
- [What is applied Tam?](https://www.g2.com/discussions/what-is-applied-tam)

[
Brokerage
](https://www.g2.com/products/brokeragebuilder/reviews)

By [Zywave](https://www.g2.com/sellers/zywave)

[

3.6/5(15)

](https://www.g2.com/products/brokeragebuilder/reviews)

What do users say?

Users consistently praise the software for its ease of use and flexibility in managing client information and workflows. Many appreciate the ability to customize fields and the organized interface, wh

### [BrokerageBuilder](https://www.g2.com/products/brokeragebuilder/reviews)

BrokerageBuilder is an agency management system (AMS) built specifically for employee benefits brokerages. It centralizes group and plan data, automates renewal workflows, streamlines carrier RFPs, and tracks commissions — all in one platform purpose-built for how benefits teams work, not adapted from a P&C system. If you're running a benefits brokerage, your problems are specific: renewal seasons that overwhelm your team, RFPs that take hours to build, commissions that are hard to reconcile, and client proposals that should look more professional than they do. Generic CRMs and P&C-focused AMS platforms weren't designed to solve those problems. BrokerageBuilder was. Here's what that looks like in practice: Renewals that don't break your team. Sahouri Insurance, a full-service brokerage in the D.C. metro, cut renewal time in half after implementing BrokerageBuilder. Their Practice Leader put it plainly: "BrokerageBuilder has made renewals 100% more efficient." That's not a small efficiency gain — that's getting your team's time back at the most stressful point in the year. A benefits data model that fits. BrokerageBuilder organizes your book around groups and plans the way benefits brokers think about it — group-level file storage with no capacity limits, plan-level policy management, and a renewal calendar that keeps your entire team ahead of every x-date. Carrier-ready RFPs in minutes. Large group plan RFPs that used to mean hours of manual data assembly now generate directly from client records. Customized proposals go to clients looking polished and professional — without your producers spending a day formatting a Word document. Commission tracking that catches what carriers miss. Import carrier statements via CSV, run producer compensation reports, and surface missed commissions before they fall off your radar. BrokerageBuilder is part of Zywave's Performance Multiplier ecosystem. Connect it with Content Cloud for client-ready compliance and HR materials, Client Cloud for employee self-service portals, and Zywave's full suite of marketing and prospecting tools — all sharing the same account and contact data with no duplicate entry required.

**Average Rating:** 3.6/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate BrokerageBuilder?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.2/10)
- **Policy Management:** 9.4/10 (Category avg: 8.1/10)
- **Accounting:** 6.7/10 (Category avg: 7.2/10)
- **Task Management:** 9.4/10 (Category avg: 8.1/10)

#### Who Is the Company Behind BrokerageBuilder?

- **Seller:** [Zywave](https://www.g2.com/sellers/zywave)
- **Year Founded:** 1995
- **HQ Location:** Milwaukee, WI
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=68cd6b4ade4c7094d1ae8dbfe675ec54734ade0360920c99521475cc9d5afb95&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzywave&secure%5Burl_type%5D=linkedin_company_website)  
953 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 53% Medium, 47% Small

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

**["BrokerageBuilder REview"](https://www.g2.com/survey_responses/brokeragebuilder-review-4208384)**

**Rating:** 4.0/5.0 stars

_— Jessica G._

[Read full review](https://www.g2.com/survey_responses/brokeragebuilder-review-4208384)

**["Great Software!"](https://www.g2.com/survey_responses/brokeragebuilder-review-4922609)**

**Rating:** 4.5/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/brokeragebuilder-review-4922609)

#### What Are G2 Users Discussing About BrokerageBuilder?

- [What is BrokerageBuilder used for?](https://www.g2.com/discussions/what-is-brokeragebuilder-used-for)

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

By [AgencySmart](https://www.g2.com/sellers/agencysmart)

[

4.8/5(39)

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

What do users say?

Users consistently praise the software for its ease of use and user-friendly interface, which simplifies quoting and client management tasks. Many appreciate the comprehensive support and training pro

Pros and Cons

[
Ease of Use (3)
](https://www.g2.com/products/agencysmart/reviews?qs=pros-and-cons)[
Data Entry Issues (2)
](https://www.g2.com/products/agencysmart/reviews?qs=pros-and-cons)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c1763b0542372c18e7404bb5f87bf15f4be2d73d4d5679bbb5ba8e8c1159b59b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11153962%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

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

#### 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)

#### What Are G2 Users Discussing About AgencySmart?

- [What is AgencySmart used for?](https://www.g2.com/discussions/what-is-agencysmart-used-for) - 1 comment

[
TLDCRM
](https://www.g2.com/products/tldcrm/reviews)

By [Esotech](https://www.g2.com/sellers/esotech)

[

4.7/5(19)

](https://www.g2.com/products/tldcrm/reviews)

What do users say?

Users consistently praise the software for its ease of use and excellent customer support, highlighting how quickly they can access data and resolve issues. Many appreciate its adaptability and the lo

Pros and Cons

[
Data Management (1)
](https://www.g2.com/products/tldcrm/reviews?qs=pros-and-cons)[
Inconsistency (1)
](https://www.g2.com/products/tldcrm/reviews?qs=pros-and-cons)

### [TLDCRM](https://www.g2.com/products/tldcrm/reviews)

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 call center. We have developed our system based off of numerous call center's workflows and continue to add major features and conveniences into the system weekly. The purpose of the CRM is to assist an agency with the following goals: Sales, Communications, Retention, Commissions & Customer Service. We provide the most robust lead consumption, management and distribution tools you would ever need. Our dynamic report column builder is quick, easy and even FUN to use. We provide your CRM, Dialer and VoIP services you can use with our free softphone! Experience the benefit of a fully managed call center solution. Our experts in the insurance industry, sales and call center management are here to help you every step of the way. We solve the big problems and the small problems in ways that are intuitive and easy to use. Ever have trouble integrating with lead vendors? Done at the press of a button. Tired of reuploading leads into your Dialer or manually sending to others? Done automatically after setting up our relay campaigns. Tired of not knowing what your CPA (Cost per Acquisition) is? Or how much to pay your agents? Done automatically with simple to configure vendors and product data. Worried about COMPLIANCE, data access and protection? DONE! Our system is a completely customized query service with baked in protections for PCI, PHI and sensitive company information. Fast, efficient and secure! You will be amazed at how fast our platform runs! Less clicks, and less loading time means more time for sales! Let us take away the tech headaches that come with running a call center, all you need to do is deal with your agents and make the sales. We backup your data, your recordings and give you peace of mind at the end of every day. Give us a try, schedule a demo, let us walk you through all the solutions we have created to problems you don't even realize you have yet. We are in there, in the thick of it with you. Let us lead you through the sales battle and dominate the competition!

**Average Rating:** 4.7/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate TLDCRM?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.2/10)
- **Policy Management:** 8.3/10 (Category avg: 8.1/10)
- **Accounting:** 8.3/10 (Category avg: 7.2/10)
- **Task Management:** 3.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind TLDCRM?

- **Seller:** [Esotech](https://www.g2.com/sellers/esotech)
- **Year Founded:** 2008
- **HQ Location:** Hialeah, FL
- **Twitter:** @esotech  
2,146 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=baad04bf3aee819b6d5654ce5fca22eaa65f9f0da9e056e10aae6506cb9caab0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fesotech%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 58% Small, 21% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **centralized client information** in TLDCRM, simplifying tracking and management of calls and leads.
- Users find it convenient to **track and manage calls and leads** with all client info centralized in TLDCRM.

##### Cons

- Users experience **inconsistency** as the site can be closed accidentally, disrupting their workflow unexpectedly.

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

**["Excellent CRM / Including dialer"](https://www.g2.com/survey_responses/tldcrm-review-355349)**

**Rating:** 5.0/5.0 stars

_— David C._

[Read full review](https://www.g2.com/survey_responses/tldcrm-review-355349)

**["All Client Info in One Place for Easy Call & Lead Tracking"](https://www.g2.com/survey_responses/tldcrm-review-12270449)**

**Rating:** 4.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/tldcrm-review-12270449)

#### What Are G2 Users Discussing About TLDCRM?

- [What is TLDCRM used for?](https://www.g2.com/discussions/what-is-tldcrm-used-for)

[
AIM
](https://www.g2.com/products/aim/reviews)

By [Vertafore](https://www.g2.com/sellers/vertafore)

[

3.8/5(18)

](https://www.g2.com/products/aim/reviews)

What do users say?

Users consistently praise the ease of use and reliable functionality of the software, highlighting its effectiveness in meeting their needs. Many appreciate the support from the service team, although

Pros and Cons

[
Accounting (2)
](https://www.g2.com/products/aim/reviews?qs=pros-and-cons)[
Accounting Difficulties (2)
](https://www.g2.com/products/aim/reviews?qs=pros-and-cons)

### [AIM](https://www.g2.com/products/aim/reviews)

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. Agencies, MGAs, and carriers rely on Vertafore solutions to provide end-to-end connectivity, improve client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers. AIM™ is a comprehensive, all-in-one underwriting and accounting solution designed specifically for Managing General Agents (MGAs), Managing General Underwriters (MGUs), and wholesale brokers. This powerful insurance technology centralizes core underwriting, accounting, and claims functions to manage the complex end-to-end lifecycles of submissions and policy servicing processes. MGAs, MGUs, and wholesale brokers leverage AIM to: Manage and streamline underwriting processes. AIM’s underwriting functionality allows users to easily clear, quote, bind, and invoice policies with the push of a button. Additionally, this module automatically synchronizes data with AIM’s equally powerful accounting module. Manage accounting tasks. AIM’s accounting module enables efficient management of payables, receivables, balance sheets, income statements, and general ledger reports. Create innovative products for the insurance marketplace. MGAs leverage the solution’s capacity to build products for specific coverages and markets. Users can choose default settings for data elements like limits, deductibles, terms, taxes, and commissions—efficiencies that increase speed-to-market. Automate and customize workflows. AIM’s customizable trigger actions such as document generation and creation. Users can design and implement workflows to automate tasks such as submission routing, underwriting approvals, policy issuance, and renewal processing. The increased efficiency translates to faster turnaround times, improved client communication, and enhanced service delivery. Improve client communications. AIM users can create, schedule, and send customized and targeted client communications to ensure clear, consistent messaging about policy updates, renewal notices, and claims-related information. Manage surplus lines taxes. The surplus lines feature in the accounting modules tracks tax filings for each state and automatically calculates the appropriate taxes during the quote process. Provide real-time reporting. AIM’s robust reporting capabilities deliver insights into submission activity and hit ratios for brokers. Users use real-time reporting to identify emerging trends and gain a holistic view of the business’s operational efficiency. AIM empowers MGAs, MGUs, and wholesale brokers to make informed decisions, optimize workflows, and respond swiftly to market changes. Manage the policy lifecycle. AIM monitors the policy lifecycle from submission and quoting to administration, ensuring accuracy and reducing processing times. Process claims efficiently. With AIM, the claims process becomes more efficient and accurate. Users can access tools for managing claims workflows, documenting claims information, and facilitating stakeholder communication. AIM streamlines the claims process, reduces settlement times, and improves the claims experience. Support new business growth. As MGAs, MGUs, and wholesale brokers expand their operations, AIM provides the scalability to handle increased policy volumes, new lines of business, and entry into new geographical markets. This ensures that the system can adapt to the evolving needs of the industry, supporting sustainable growth and new product innovation.

**Average Rating:** 3.8/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate AIM?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.2/10)
- **Policy Management:** 6.7/10 (Category avg: 8.1/10)
- **Accounting:** 6.7/10 (Category avg: 7.2/10)
- **Task Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind AIM?

- **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore)
- **Year Founded:** 1969
- **HQ Location:** Denver, CO
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60d3a8fd80656518e345a470771e8fc6dd378de73fe517c3a2f13290816bf3c6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7892%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,039 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance, Accounting
- **Company Size:** 50% Medium, 50% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value AIM for its **stable and reliable accounting functionality** , combining flexibility and robust management controls effectively.
- Users commend AIM for its **stable and reliable accounting features** , blending flexibility with strong management controls effectively.
- Users value the **ease of use** of AIM, praising its simple navigation and straightforward reporting features.
- Users value the **flexible management systems** of AIM, which maintain robust accounting controls effectively.
- Users praise the **excellent customer support** of AIM, highlighting the great service team that enhances their experience.

##### Cons

- Users find the **accounting reporting challenging** , highlighting difficulties in generating reports and user input issues.
- Users often face **integration issues** with AIM, struggling with messy tables and API problems from external systems.
- Users find that **reporting issues** with AIM hinder usability, especially regarding accounting functionalities and user experience.
- Users face **application errors** with messy user-defined tables and issues in API code affecting data display.
- Users report **bug issues** with user-defined tables being messy and API code failing to display RP/AP correctly.

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

**["Streamlined Policy Writing with Top-Notch Support"](https://www.g2.com/survey_responses/aim-review-12628883)**

**Rating:** 5.0/5.0 stars

_— Quintin S._

[Read full review](https://www.g2.com/survey_responses/aim-review-12628883)

**["User-Friendly AIM with Handy Import/Export"](https://www.g2.com/survey_responses/aim-review-13109002)**

**Rating:** 4.0/5.0 stars

_— Michelle y._

[Read full review](https://www.g2.com/survey_responses/aim-review-13109002)

[
Athena
](https://www.g2.com/products/bennett-technologies-pvt-ltd-athena/reviews)

By [Bennett Technologies](https://www.g2.com/sellers/bennett-technologies-044538a4-b6e5-42cc-8992-f8813cecb6f0)

[

4.2/5(12)

](https://www.g2.com/products/bennett-technologies-pvt-ltd-athena/reviews)

What do users say?

Users consistently praise the user-friendly interface and ease of use of Athena, highlighting how it simplifies access to client information and supports efficient management. Many appreciate its inte

### [Athena](https://www.g2.com/products/bennett-technologies-pvt-ltd-athena/reviews)

Athena is a comprehensive insurance management solution developed by Bennett Technologies, designed to streamline and automate the operations of life and general insurance companies. This robust platform offers a suite of tools that enhance efficiency, accuracy, and customer satisfaction in the insurance sector. Key Features and Functionality: - Policy Management: Facilitates the creation, modification, and tracking of insurance policies, ensuring seamless policy lifecycle management. - Claims Processing: Automates the claims handling process, reducing processing time and minimizing errors. - Customer Relationship Management (CRM): Integrates CRM capabilities to manage client interactions, improving customer service and retention. - Underwriting Support: Provides tools for risk assessment and decision-making, aiding underwriters in evaluating and approving applications. - Regulatory Compliance: Ensures adherence to industry regulations and standards, reducing compliance risks. - Reporting and Analytics: Offers comprehensive reporting tools and analytics to monitor performance and inform strategic decisions. Primary Value and Solutions Provided: Athena addresses the complexities inherent in managing life and general insurance operations by automating critical processes, thereby reducing manual errors and operational costs. It enhances customer satisfaction through efficient policy and claims management, while its compliance features mitigate regulatory risks. By providing insightful analytics, Athena empowers insurance companies to make informed decisions, optimize their services, and maintain a competitive edge in the market.

**Average Rating:** 4.2/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Athena?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.2/10)
- **Policy Management:** 8.0/10 (Category avg: 8.1/10)
- **Accounting:** 8.1/10 (Category avg: 7.2/10)
- **Task Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Athena?

- **Seller:** [Bennett Technologies](https://www.g2.com/sellers/bennett-technologies-044538a4-b6e5-42cc-8992-f8813cecb6f0)
- **Year Founded:** 2007
- **HQ Location:** Gurgaon, Haryana
- **Twitter:** @Bennetttech  
47 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ce63497238715e1d9b75bf0de6b63278643f9f783b5bead038c1fa8696cc6f14&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F657701&secure%5Burl_type%5D=linkedin_company_website)  
33 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 58% Medium, 25% Large

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

**["A serverless interactive query service"](https://www.g2.com/survey_responses/athena-review-9710640)**

**Rating:** 5.0/5.0 stars

_— SANGEETHAVANI R._

[Read full review](https://www.g2.com/survey_responses/athena-review-9710640)

**["Efficient and Easy to Configure Management with Athena"](https://www.g2.com/survey_responses/athena-review-12045287)**

**Rating:** 4.5/5.0 stars

_— Juan L._

[Read full review](https://www.g2.com/survey_responses/athena-review-12045287)

#### What Are G2 Users Discussing About Athena?

- [What does Athena do?](https://www.g2.com/discussions/what-does-athena-do)
- [What is Penelope program?](https://www.g2.com/discussions/what-is-penelope-program)
- [What is Penelope Athena?](https://www.g2.com/discussions/what-is-penelope-athena)

[
Agency Matrix
](https://www.g2.com/products/zywave-agency-matrix/reviews)

By [Zywave](https://www.g2.com/sellers/zywave)

[

3.6/5(26)

](https://www.g2.com/products/zywave-agency-matrix/reviews)

What do users say?

Users consistently praise the software for its ease of use and user-friendly interface, which simplifies daily tasks and enhances productivity. Many appreciate its ability to manage client information

Pros and Cons

[
Data Management (1)
](https://www.g2.com/products/zywave-agency-matrix/reviews?qs=pros-and-cons)

### [Agency Matrix](https://www.g2.com/products/zywave-agency-matrix/reviews)

Agency Matrix is an agency management system (AMS) built for personal lines insurance agencies — from single-office shops to growing multi-location operations. It manages policies, automates client communication, connects directly to carriers for data downloads, and runs your agency's accounting, all in one browser-based platform. Personal lines insurance is a volume business. The agencies that win are the ones that handle more clients, more renewals, and more touchpoints without burning out their team. The ones that fall behind are the ones doing manually what their AMS should be doing automatically. Agency Matrix is built to close that gap. The numbers speak for themselves. Agencies on Agency Matrix write 16% more policies per user through better task management and workflow automation. Agents remarket policies 24% faster, and when it's time to quote and bind new business, agents save 39% of the time they used to spend — because the quoting flow connects directly to the management system. Carrier downloads that keep your book current. Policies and endorsements flow directly from carriers through IVANS and TeamUp into client records. No manual data entry. No re-keying what carriers already sent you. Texting built into the workflow. Integrated Twilio texting lets your team send and receive messages from within the platform, with every conversation permanently recorded on the client record. Automated marketing sequences handle routine outreach — new policy confirmations, renewal reminders, lapse warnings — without your team having to remember to send them. A client portal that reduces your inbound call volume. Clients can view their policies, print ID cards, make payments, and access certificates online — without calling your office. Built-in accounting. Agency Matrix includes invoicing, payments, receipts, commission reconciliation, General Ledger, and tax reporting natively — no separate accounting software required. Agency Matrix is part of Zywave's Performance Multiplier ecosystem. Pair it with TurboRater for integrated personal lines comparative rating — quote in TurboRater, carry the policy into Agency Matrix without re-entering data. Add Content Cloud, Client Cloud, and Zywave's prospecting tools, all sharing the same account data from day one.

**Average Rating:** 3.6/5.0

**Total Reviews:** 25

#### How Do G2 Users Rate Agency Matrix?

- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.2/10)
- **Policy Management:** 7.5/10 (Category avg: 8.1/10)
- **Accounting:** 7.5/10 (Category avg: 7.2/10)
- **Task Management:** 7.6/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Agency Matrix?

- **Seller:** [Zywave](https://www.g2.com/sellers/zywave)
- **Year Founded:** 1995
- **HQ Location:** Milwaukee, WI
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=68cd6b4ade4c7094d1ae8dbfe675ec54734ade0360920c99521475cc9d5afb95&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzywave&secure%5Burl_type%5D=linkedin_company_website)  
953 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 81% Small, 12% Medium

#### What Do G2 Reviewers Say About Agency Matrix?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **secure and organized data management** provided by Agency Matrix for client information.
- Users value the **secure and organized management** of client information offered by Agency Matrix.

#### What Are Recent G2 Reviews of Agency Matrix?

**["Great Business Software"](https://www.g2.com/survey_responses/agency-matrix-review-7711045)**

**Rating:** 5.0/5.0 stars

_— Alisha R._

[Read full review](https://www.g2.com/survey_responses/agency-matrix-review-7711045)

**["Organized platform and very secured!"](https://www.g2.com/survey_responses/agency-matrix-review-10470310)**

**Rating:** 5.0/5.0 stars

_— JOSSY F._

[Read full review](https://www.g2.com/survey_responses/agency-matrix-review-10470310)

#### What Are G2 Users Discussing About Agency Matrix?

- [What is InsurancePro used for?](https://www.g2.com/discussions/what-is-insurancepro-used-for)
- [What is AccuAgency used for?](https://www.g2.com/discussions/what-is-accuagency-used-for)
- [How do you use Agency Matrix?](https://www.g2.com/discussions/how-do-you-use-agency-matrix)
- [What is agency matrix application?](https://www.g2.com/discussions/what-is-agency-matrix-application)
- [What insurance company uses ITC Agency Matrix?](https://www.g2.com/discussions/what-insurance-company-uses-itc-agency-matrix) - 1 comment

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

By [Zinnia](https://www.g2.com/sellers/zinnia)

[

3.7/5(28)

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

What do users say?

Users consistently praise the software for its ease of use and ability to organize client information effectively. Many appreciate how it integrates well with Microsoft Office, making it a valuable to

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=018c3e5f9c23eed694af9379b053522a87885c6d58666046ca710d0ae31019ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetzinnia&secure%5Burl_type%5D=linkedin_company_website)  
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)

[
Macaw Agency Management System
](https://www.g2.com/products/macaw-agency-management-system/reviews)

By [Nest Innovative Solutions](https://www.g2.com/sellers/nest-innovative-solutions)

[

3.3/5(18)

](https://www.g2.com/products/macaw-agency-management-system/reviews)

What do users say?

Users consistently praise the ease of use and centralized management features of the Macaw Agency Management System, which streamline operations and improve workflow efficiency. Many appreciate the ab

Pros and Cons

[
Ease of Use (1)
](https://www.g2.com/products/macaw-agency-management-system/reviews?qs=pros-and-cons)[
System Instability (1)
](https://www.g2.com/products/macaw-agency-management-system/reviews?qs=pros-and-cons)

### [Macaw Agency Management System](https://www.g2.com/products/macaw-agency-management-system/reviews)

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 management, Claims recording and tracking, Billing, Payments, Customer self-service and Producer self-service. The front end is responsive and mobile-enabled. The insurance products across lines of business are configurable, and hence easy to change. The Rating and Underwriting capabilities are extremely detailed and flexible. Macaw has a built-in Document Manager, a built-in Analytics Engine and ready adapters for many inter-connected utilities like Payment gateways, Automated email marketing tools and Telephony providers.

**Average Rating:** 3.3/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Macaw Agency Management System?

- **Has the product been a good partner in doing business?:** 7.2/10 (Category avg: 8.2/10)
- **Policy Management:** 7.0/10 (Category avg: 8.1/10)
- **Accounting:** 3.9/10 (Category avg: 7.2/10)
- **Task Management:** 6.4/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Macaw Agency Management System?

- **Seller:** [Nest Innovative Solutions](https://www.g2.com/sellers/nest-innovative-solutions)
- **Year Founded:** 2011
- **HQ Location:** Kolkata, India
- **Twitter:** @NestInnovative  
3 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5d2521c1875ad1f2ac82dff2e208627dae46e20c405a59c12e12b39b30210e88&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2569129%2F&secure%5Burl_type%5D=linkedin_company_website)  
48 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 72% Small, 17% Medium

#### What Do G2 Reviewers Say About Macaw Agency Management System?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of the Macaw Agency Management System, simplifying policy management and operations significantly.
- Users value the **efficiency** of Macaw Agency Management System, which streamlines workflows and enhances document handling.
- Users value the **email integration** of Macaw Agency Management System, enhancing communication and workflow efficiency for agents.
- Users appreciate the **ease of handling and processing policy documents** with Macaw, enhancing sales and data retention.
- Users appreciate the **time-saving features** of Macaw Agency Management System, enhancing efficiency in handling policy documents.

##### Cons

- Users are concerned about the **single point of failure** in the Macaw Agency Management System affecting system stability.

#### What Are Recent G2 Reviews of Macaw Agency Management System?

**["Centralized Management with Ease of Use, Resilient with Cloud Potential"](https://www.g2.com/survey_responses/macaw-agency-management-system-review-12200255)**

**Rating:** 4.0/5.0 stars

_— Yash S._

[Read full review](https://www.g2.com/survey_responses/macaw-agency-management-system-review-12200255)

**["SIMPLE! "](https://www.g2.com/survey_responses/macaw-agency-management-system-review-838311)**

**Rating:** 5.0/5.0 stars

_— william f._

[Read full review](https://www.g2.com/survey_responses/macaw-agency-management-system-review-838311)

#### What Are G2 Users Discussing About Macaw Agency Management System?

- [What is Macaw Agency Management System used for?](https://www.g2.com/discussions/what-is-macaw-agency-management-system-used-for)

[
BindHQ
](https://www.g2.com/products/bindhq/reviews)

By [BindHQ](https://www.g2.com/sellers/bindhq)

[

4.7/5(17)

](https://www.g2.com/products/bindhq/reviews)

What do users say?

Users consistently praise the user-friendly interface and ease of use of BindHQ, highlighting how it simplifies document management and enhances productivity. Many appreciate the ability to quickly or

### [BindHQ](https://www.g2.com/products/bindhq/reviews)

Agency Operating System for Technology Driven MGAs, Wholesale Brokerages and MGUs. Bind More Business with BindHQ - BindHQs lightning-fast, modern agency operating system enables MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. - BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; nothing to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. - BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your customers - BindHQ’s API-first infrastructure and open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments premium finance, or compliance tools making frictionless transacting a reality. - BindHQ’s integrated accounting, taxation and compliance functions slash your back office costs - creating free cash flow to reinvest in your principal revenue generating assets - your producers and underwriters. - BindHQ's out-of-the-box reports gives you the tools to better manage your business today, while aggregating all your data to guide your strategy for the medium term.

**Average Rating:** 4.7/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate BindHQ?

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

#### Who Is the Company Behind BindHQ?

- **Seller:** [BindHQ](https://www.g2.com/sellers/bindhq)
- **Year Founded:** 2018
- **HQ Location:** New York City, US
- **Twitter:** @bindhq  
25 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=adc6dd015a067d8e8711d099aff7089544cfa7d441366673b43080f5e822dabf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6422299%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 82% Medium, 18% Small

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

**["BindHQ is simply amazing!"](https://www.g2.com/survey_responses/bindhq-review-5107962)**

**Rating:** 5.0/5.0 stars

_— Jason P._

[Read full review](https://www.g2.com/survey_responses/bindhq-review-5107962)

**["Claims & Inspections"](https://www.g2.com/survey_responses/bindhq-review-6711251)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/bindhq-review-6711251)

#### What Are G2 Users Discussing About BindHQ?

- [What is BindHQ used for?](https://www.g2.com/discussions/what-is-bindhq-used-for)

[
Partner Platform
](https://www.g2.com/products/partner-platform/reviews)

By [Zywave](https://www.g2.com/sellers/zywave)

[

3.4/5(8)

](https://www.g2.com/products/partner-platform/reviews)

Product Description

Partner Platform is an agency management system (AMS) built for commercial and personal lines P&C agencies. It manages complex commercial accounts, runs built-in insurance accounting with a full G

### [Partner Platform](https://www.g2.com/products/partner-platform/reviews)

Partner Platform is an agency management system (AMS) built for commercial and personal lines P&C agencies. It manages complex commercial accounts, runs built-in insurance accounting with a full General Ledger, connects to carriers for policy downloads, and handles the full client and policy lifecycle — all in a modern platform. If you're running a mid-market P&C agency, your AMS is either your biggest asset or your biggest bottleneck. Too many agency owners are paying for systems that haven't kept up — bloated platforms built for insurance carriers and handed down to the independent agencies forced to use them. The result: producers drowning in clicks, CSRs re-entering the same data twice, and principals watching their technology bill grow while their efficiency doesn't. Agencies switching to Partner Platform from legacy systems typically cut their annual AMS spend by 40–70% without losing a single capability that matters. The Stamps-Walker Agency in McRae, Georgia put it plainly after switching from TAM: "The platform just made sense. It's cleaner, easier to navigate, and everything we need is finally in one place." Their 1,500+ client book converted with 99.5%+ data accuracy and was fully live in under 90 days. It runs your whole book. Commercial AND personal lines in a single system — purpose-built workflows for complex multi-policy commercial accounts alongside full personal lines support. No workarounds, no toggling between platforms. It kills double entry. Built-in insurance accounting with a full General Ledger means no separate accounting tool and no re-entering policy data at month-end. It gets adopted fast. Over 85% of users reach full adoption within 90 days, and the average agency breaks even on implementation in 6–9 months — not the 12–18 month slog competitors deliver. It keeps growing. Agencies using Partner Platform report a 6.9% increase in new active policies without adding headcount. Partner Platform is part of Zywave's Performance Multiplier ecosystem. Connect it with TurboRater for personal lines comparative rating, Content Cloud for client-ready compliance materials, and Zywave's full portfolio of prospecting, quoting, and marketing tools — all sharing the same account and contact data, no expensive API integrations required.

**Average Rating:** 3.4/5.0

**Total Reviews:** 8

#### How Do G2 Users Rate Partner Platform?

- **Has the product been a good partner in doing business?:** 2.5/10 (Category avg: 8.2/10)
- **Policy Management:** 7.5/10 (Category avg: 8.1/10)
- **Accounting:** 5.8/10 (Category avg: 7.2/10)
- **Task Management:** 6.7/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Partner Platform?

- **Seller:** [Zywave](https://www.g2.com/sellers/zywave)
- **Year Founded:** 1995
- **HQ Location:** Milwaukee, WI
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=68cd6b4ade4c7094d1ae8dbfe675ec54734ade0360920c99521475cc9d5afb95&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzywave&secure%5Burl_type%5D=linkedin_company_website)  
953 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 88% Small, 13% Large

#### What Are Recent G2 Reviews of Partner Platform?

**["Best Agency Solution on the Market!"](https://www.g2.com/survey_responses/partner-platform-review-5028350)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/partner-platform-review-5028350)

**["Partner Platform is a great management system for insurance agencies"](https://www.g2.com/survey_responses/partner-platform-review-5054063)**

**Rating:** 5.0/5.0 stars

_— Jeff G._

[Read full review](https://www.g2.com/survey_responses/partner-platform-review-5054063)

[
ABS
](https://www.g2.com/products/abs/reviews)

By [Agency Business Systems](https://www.g2.com/sellers/agency-business-systems)

[

4.2/5(6)

](https://www.g2.com/products/abs/reviews)

Product Description

Features a calendar, reminders for employees, task lists, reports, logs, and more.

Pros and Cons

[
Training Support (1)
](https://www.g2.com/products/abs/reviews?qs=pros-and-cons)[
Excessive Clicking (1)
](https://www.g2.com/products/abs/reviews?qs=pros-and-cons)

### [ABS](https://www.g2.com/products/abs/reviews)

Features a calendar, reminders for employees, task lists, reports, logs, and more.

**Average Rating:** 4.2/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate ABS?

- **Has the product been a good partner in doing business?:** 5.0/10 (Category avg: 8.2/10)
- **Policy Management:** 8.3/10 (Category avg: 8.1/10)
- **Accounting:** 6.7/10 (Category avg: 7.2/10)
- **Task Management:** 7.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind ABS?

- **Seller:** [Agency Business Systems](https://www.g2.com/sellers/agency-business-systems)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 33% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find it easy to teach the **mobile version** of ABS, enhancing their training support experience.

##### Cons

- Users face **excessive clicking** frustrations, needing multiple actions to save and submit their data effectively.

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

**["Good Features But Buggy"](https://www.g2.com/survey_responses/abs-review-6776321)**

**Rating:** 4.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/abs-review-6776321)

**["Functional and easy to use"](https://www.g2.com/survey_responses/abs-review-9967723)**

**Rating:** 4.0/5.0 stars

_— Julie D._

[Read full review](https://www.g2.com/survey_responses/abs-review-9967723)

#### What Are G2 Users Discussing About ABS?

- [What are the features of Abs?](https://www.g2.com/discussions/what-are-the-features-of-abs)
- [What is the operational software is used for ABS?](https://www.g2.com/discussions/what-is-the-operational-software-is-used-for-abs)
- [What software is ABS?](https://www.g2.com/discussions/what-software-is-abs)

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

By [NowCerts](https://www.g2.com/sellers/nowcerts)

[

3.8/5(7)

](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews)

Product Description

Momentum AMP is a modern, cloud-based Agency Management System (AMS) purpose-built for independent insurance agencies. Designed with input from real insurance professionals, Momentum AMP helps agencie

### [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:** momentumamp.com
- **Year Founded:** 2009
- **HQ Location:** Flower Mound, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9f2799ab76bd21ba885d4bad7ec87250d360982160cbdc9c2d483795c63fda61&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmomentumamp%2F&secure%5Burl_type%5D=linkedin_company_website)  
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)

[
IMS I
](https://www.g2.com/products/ims-i/reviews)

By [Xanatek](https://www.g2.com/sellers/xanatek)

[

4.1/5(4)

](https://www.g2.com/products/ims-i/reviews)

Product Description

Agency management with document imaging including ACORD, carrier, commission, claim download, and more.

### [IMS I](https://www.g2.com/products/ims-i/reviews)

Agency management with document imaging including ACORD, carrier, commission, claim download, and more.

**Average Rating:** 4.1/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate IMS I?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.2/10)

#### Who Is the Company Behind IMS I?

- **Seller:** [Xanatek](https://www.g2.com/sellers/xanatek)
- **Year Founded:** 1994
- **HQ Location:** South Bend, US
- **Twitter:** @xanatek  
434 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=be62d008ac847fac6118f9944f6674d76bfda85da1f99a46773b1611df8d8c36&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxanatek-inc.%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of IMS I?

**["Great Information Management System"](https://www.g2.com/survey_responses/ims-i-review-1973210)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/ims-i-review-1973210)

**["Great System "](https://www.g2.com/survey_responses/ims-i-review-938279)**

**Rating:** 5.0/5.0 stars

_— Allie M._

[Read full review](https://www.g2.com/survey_responses/ims-i-review-938279)

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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.