Best Insurance Agency Management Systems - Page 2
Insurance agency management systems help insurance agencies manage their business. These systems provide capabilities of CRM software and marketing automation software 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.
To qualify for inclusion in the Insurance Agency Management Systems category, a product must:
Best Insurance Agency Management Systems At A Glance
G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Simplify your agency and take back your time. With built-in features like VoIP, eSign, and reporting, Bridge helps maximize your time input so you can spend less time working and more time living.
- Insurance
- 98% Small-Business
- 2% Mid-Market
- Overview
- User Satisfaction
- Seller Details
InsuredMine is a digital platform of integrated Technologies enabling Independent Agents & Carriers to offer Omni-channel experience to their clients. This helps them grow their business by conver
- Insurance
- 100% Small-Business
999 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Canopy Connect’s insurance data intake platform is trusted by more than 10,000 insurance agents to collect verified insurance information from their prospects in seconds. Simply send your custom l
- Insurance
- 91% Small-Business
- 9% Enterprise
280 Twitter followers
- Overview
- User Satisfaction
- Seller Details
iLife is the #1 life insurance CRM! iLife is a comprehensive insurance CRM that streamlines processes, optimizes team productivity, and increases sales performance. Agents benefit from our centralize
- Insurance Agent
- Insurance
- Financial Services
- 95% Small-Business
- 1% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related product
- Insurance
- 95% Small-Business
- 3% Mid-Market
11 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
As the management system that created a digital industry, Applied TAM offers visibility into your clients and day-to-day operations. Applied TAM is one of the most widely used management systems in t
- Insurance
- 73% Small-Business
- 25% Mid-Market
7,030 Twitter followers
- Overview
- User Satisfaction
- Seller Details
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
- Insurance
- 61% Small-Business
- 22% Enterprise
2,204 Twitter followers
- Overview
- User Satisfaction
- Seller Details
An agency management system for today's benefits broker. Streamline account tracking, unravel complex commission tracking and leverage in-depth reporting with BrokerageBuilder. Say goodbye to time-co
- Insurance
- 53% Mid-Market
- 47% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Athena is a web-based insurance software bring together the latest technology innovations and specific business needs of insurance agents and brokers. Athena comes in two different flavors, one is lif
- 64% Mid-Market
- 27% Enterprise
48 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Macaw Agency Management System supports the functions and workflows of Insurance Agencies, Brokers and Managing General Agents. The functional areas supported are CRM, Sales, Underwriting, Policy ma
- Insurance
- 78% Small-Business
- 17% Mid-Market
3 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Agency Operating System for Technology Driven MGAs, Wholesale Brokerages and MGUs. Bind More Business with BindHQ - BindHQs lightning-fast, modern agency operating system enables MGAs, MGUs & W
- Insurance
- 82% Mid-Market
- 18% Small-Business
25 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Agency management system designed for independent insurance agencies and brokers.
- Insurance
- 70% Small-Business
- 20% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial manageme
- Insurance
- 86% Small-Business
- 14% Enterprise
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Since 1969, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More than 20
- Insurance
- 57% Mid-Market
- 29% Small-Business
7,388 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Features a calendar, reminders for employees, task lists, reports, logs, and more.
- 50% Mid-Market
- 33% Enterprise
