# Best Insurance Agency Management Systems - Page 3

## 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 (+0.5%) - Among all products in this category, QQCatalyst recorded the largest rating increase compared to last month

_Last updated: July 31, 2026_

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

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

- 30 Analysts and Data Experts
- 5,300+ 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**

### Nexsure

Nexsure is a highly configurable AMS that unifies workflows, boosts team efficiency, and drives agency growth. Powered by Dyad, agencies of all sizes have put their trust in Nexsure for more than 20 years. Nexsure powers the entire policy lifecycle, starting with its marketing, quoting, and submission tools that streamlines application intake and decreases the time to quote and bind a policy. Nexsure also allows agencies to easily view policy details, and create workflows around renewals, endorsements, certificates, audits, and cancellations. With independent agencies facing a growing number of challenges, Nexsure enables faster submissions, unparalleled policy visibility, and automation where you need it. Your Agency. Your AMS. Your Way.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=599&secure%5Bchosen_at%5D=2026-07-31T22%3A28%3A20Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1479896&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%3D3&secure%5Btoken%5D=762e5f09fd9a34726770ed8377529b9d173cf0fe07ad3165646668dd5c40979b&secure%5Burl%5D=https%3A%2F%2Finfo.dyadtech.com%2Fnexsure-agency-management-system%3Futm_source%3Dg2%26utm_medium%3Dreferral%26utm_campaign%3Dalways-on&secure%5Burl_type%5D=paid_promos)

### [Newton by Agency Systems](https://www.g2.com/products/newton-by-agency-systems/reviews)

Newton by Agency Systems is a reliable, full-featured insurance agency management system for commercial and personal lines retail agencies, brokers, and general agencies of all sizes.

**Average Rating:** 3.6/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Newton by Agency Systems?

- **Has the product been a good partner in doing business?:** 7.5/10 (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:** 7.5/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Newton by Agency Systems?

- **Seller:** [Agency Systems](https://www.g2.com/sellers/agency-systems)
- **Year Founded:** 1985
- **HQ Location:** Bryan, US
- **Twitter:** @AgencySystems  
25 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e26d1c79d343ecb2a1199ab09d4a1f5892201d59bbbaa50a619740ccff7f5541&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1720357&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Newton by Agency Systems?

**["Well Done!"](https://www.g2.com/survey_responses/newton-by-agency-systems-review-5084249)**

**Rating:** 5.0/5.0 stars

_— Ann P._

[Read full review](https://www.g2.com/survey_responses/newton-by-agency-systems-review-5084249)

#### What Are G2 Users Discussing About Newton by Agency Systems?

- [What is Newton by Agency Systems used for?](https://www.g2.com/discussions/what-is-newton-by-agency-systems-used-for)

### [RiskRevu](https://www.g2.com/products/riskrevu/reviews)

RiskRevu transforms agency processes into digital forms to help insurance agents collect the data they need to sell and service insurance. Our platform gives each user their own forms to share and allows them to prefill them with data which saves their clients time. The forms are built by licensed agents and incorporate conditional logic to capture important risk details. The data responses are emailed directly to users after completion and are also stored in the platform. RiskRevu offers three types of forms: 1) Risk Evaluations - gather updated risk information from existing clients (ie. renewal questionnaires). 2) New Policy Forms - gather information from prospects and clients about new insurance needs. 3) Service Forms - streamline data gathering for various insurance service functions (ie. adding a car to a policy).

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate RiskRevu?

- **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)
- **Accounting:** 10.0/10 (Category avg: 7.2/10)
- **Task Management:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind RiskRevu?

- **Seller:** [RiskRevu](https://www.g2.com/sellers/riskrevu)
- **Year Founded:** 2018
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=daed31b4d29077100fb55c5a61dbe9ebeb44c8adee2c905668dc089a90848439&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Friskrevu-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

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

**["Transformative!"](https://www.g2.com/survey_responses/riskrevu-review-5282716)**

**Rating:** 5.0/5.0 stars

_— Gates S._

[Read full review](https://www.g2.com/survey_responses/riskrevu-review-5282716)

**["Riskrevu is an amazing digital forms platform"](https://www.g2.com/survey_responses/riskrevu-review-5316048)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/riskrevu-review-5316048)

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

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

### [Veruna](https://www.g2.com/products/veruna/reviews)

Veruna's agency management solution is challenging independent insurance agents to walk away from the status quo and embrace change.

**Average Rating:** 2.4/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Veruna?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.2/10)
- **Policy Management:** 6.1/10 (Category avg: 8.1/10)
- **Accounting:** 3.3/10 (Category avg: 7.2/10)
- **Task Management:** 5.6/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Veruna?

- **Seller:** [Veruna](https://www.g2.com/sellers/veruna)
- **Year Founded:** 2015
- **HQ Location:** New York, US
- **Twitter:** @veruna\_ins  
253 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=28a64ef869636498c6d9e0e3b87312ad4a75388911e8a6f9a4102c8a4feb8284&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Famploinc&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small

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

**["Robust Salesforce-based AMS"](https://www.g2.com/survey_responses/veruna-review-8582465)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/veruna-review-8582465)

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

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

### [AgencyOffice](https://www.g2.com/products/agency-office-agencyoffice/reviews)

Agency Office offers intelligent software solutions, web design & social media marketing for a range of businesses including estate agents, letting agents and commercial property businesses.

**Average Rating:** 3.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate AgencyOffice?

- **Policy Management:** 8.3/10 (Category avg: 8.1/10)
- **Accounting:** 7.5/10 (Category avg: 7.2/10)
- **Task Management:** 9.2/10 (Category avg: 8.1/10)

#### Who Is the Company Behind AgencyOffice?

- **Seller:** [Agency Office](https://www.g2.com/sellers/agency-office)
- **HQ Location:** Laleston, GB
- **Twitter:** @\_agencyoffice
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fa0dc9e4f2119f56c45fe3fe432893dda786b7c2ef1cb37c2fa52ebc4b3a6efc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fagency-office%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

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

**["Cloud collaboration for Real Estate Professionals"](https://www.g2.com/survey_responses/agencyoffice-review-5307636)**

**Rating:** 4.0/5.0 stars

_— Mrityunjay R._

[Read full review](https://www.g2.com/survey_responses/agencyoffice-review-5307636)

**["Good product, needs a bit tweaks"](https://www.g2.com/survey_responses/agencyoffice-review-5307184)**

**Rating:** 5.0/5.0 stars

_— Akshay K._

[Read full review](https://www.g2.com/survey_responses/agencyoffice-review-5307184)

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

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

### [AgentCubed](https://www.g2.com/products/agentcubed/reviews)

SIMPLIFY THE OVERWHELMING with one powerful solution designed specifically for insurance carriers & brokerages in the health and P&C insurance markets. Telephone, direct mail and web lead integration. Automated lead distribution to call center, captive agents and broker agents. Integrated quoting. Enrollment solutions for all sales channels. Policy management and unrivaled dashboard and reporting.

**Average Rating:** 2.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate AgentCubed?

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

#### Who Is the Company Behind AgentCubed?

- **Seller:** [AgentCubed](https://www.g2.com/sellers/agentcubed)
- **Year Founded:** 2009
- **HQ Location:** Boise, US
- **Twitter:** @AgentCubed  
1,045 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3ab1c4ab8fd120785614d5770a76709536b74757d86c1954d101e0578f9d5995&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fagentcubed-llc&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Large

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

**["Agent Cube - Easy all the way around"](https://www.g2.com/survey_responses/agentcubed-review-698449)**

**Rating:** 4.5/5.0 stars

_— Renee J._

[Read full review](https://www.g2.com/survey_responses/agentcubed-review-698449)

**["Just scratching the surface"](https://www.g2.com/survey_responses/agentcubed-review-530102)**

**Rating:** 4.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/agentcubed-review-530102)

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

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

### [Benelinx Agency Management Solution](https://www.g2.com/products/benelinx-agency-management-solution/reviews)

Benelinx is an agency management solution for the employee benefits industry. The software provides benefits brokers with an integrated approach to agency management, automating day-to-day operations, sales & renewals, and client services within a secure, cloud-based platform. Built for today’s digital world, Benelinx aims to improve productivity and provides access to accurate, real-time data. Benelinx is powered by Salesforce. The vendor states that with Benelinx, users can: Go from quote to proposal in minutes Deliver custom, professional proposals Empower clients with self-service tools Simplify remote work Visualize data for actionable insights

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Benelinx Agency Management Solution?

- **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)
- **Accounting:** 10.0/10 (Category avg: 7.2/10)
- **Task Management:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Benelinx Agency Management Solution?

- **Seller:** [Benelinx](https://www.g2.com/sellers/benelinx)
- **HQ Location:** Longmont, US
- **Twitter:** @benelinx  
9 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e638db250919f9e2288a656cd769a4e264ae31405f3c626f76412d24f48ab528&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbenelinx&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Benelinx Agency Management Solution?

**["Wonderful Experience"](https://www.g2.com/survey_responses/benelinx-agency-management-solution-review-5303506)**

**Rating:** 5.0/5.0 stars

_— Kim S._

[Read full review](https://www.g2.com/survey_responses/benelinx-agency-management-solution-review-5303506)

**["An Absolutely INCREDIBLE Agency Management tool"](https://www.g2.com/survey_responses/benelinx-agency-management-solution-review-4987154)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/benelinx-agency-management-solution-review-4987154)

#### What Are G2 Users Discussing About Benelinx Agency Management Solution?

- [What is Benelinx Agency Management Solution used for?](https://www.g2.com/discussions/what-is-benelinx-agency-management-solution-used-for)

### [GreenWave](https://www.g2.com/products/greenwave/reviews)

Commission management software for the insurance industry.

**Average Rating:** 2.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate GreenWave?

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

#### Who Is the Company Behind GreenWave?

- **Seller:** [SPI Software Solutions](https://www.g2.com/sellers/spi-software-solutions)
- **Year Founded:** 2010
- **HQ Location:** Greensboro, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4fa50866269fee3dc0822722f8bbeb1923956b9b2fc2ab402168212979c1fe6c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgreenwavecommisions&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Large

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

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

### [InsPal](https://www.g2.com/products/inspal/reviews)

Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.

**Average Rating:** 4.5/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate InsPal?

- **Policy Management:** 8.3/10 (Category avg: 8.1/10)
- **Accounting:** 8.3/10 (Category avg: 7.2/10)
- **Task Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind InsPal?

- **Seller:** [InsPal](https://www.g2.com/sellers/inspal)
- **HQ Location:** Shenzhen, CN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e63cae4d21cd0a7e697226bc10f6e359d27ecc18d6e1c9d24a012bcd724d8a20&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbaoyou-insurance-broker-software-co.-ltd.&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

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

**[" "Easy to use and effective in managing for team leader"](https://www.g2.com/survey_responses/inspal-review-3157614)**

**Rating:** 4.5/5.0 stars

_— Fernando G._

[Read full review](https://www.g2.com/survey_responses/inspal-review-3157614)

**["Experience insurance practitioner"](https://www.g2.com/survey_responses/inspal-review-8706372)**

**Rating:** 5.0/5.0 stars

_— Simon K._

[Read full review](https://www.g2.com/survey_responses/inspal-review-8706372)

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

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

### [Insurance Noodle](https://www.g2.com/products/insurance-noodle/reviews)

Insurance agency management solution with features such as recording conversations with prospects and tracking revenue streams.

**Average Rating:** 2.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Insurance Noodle?

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

#### Who Is the Company Behind Insurance Noodle?

- **Seller:** [Insurance Noodle](https://www.g2.com/sellers/insurance-noodle)
- **Year Founded:** 2011
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=898632064d4e3eafd9bf0b0dc480e6845a30bbea3005d33d03b9da06e54e2792&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsureon&secure%5Burl_type%5D=linkedin_company_website)  
133 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Medium, 33% Small

#### What Are Recent G2 Reviews of Insurance Noodle?

**["Effective software for Insurance"](https://www.g2.com/survey_responses/insurance-noodle-review-740186)**

**Rating:** 4.5/5.0 stars

_— Robert S._

[Read full review](https://www.g2.com/survey_responses/insurance-noodle-review-740186)

#### What Are G2 Users Discussing About Insurance Noodle?

- [What is Insurance Noodle used for?](https://www.g2.com/discussions/what-is-insurance-noodle-used-for)

### [InsureEdge](https://www.g2.com/products/insureedge/reviews)

InsureEdge is an all-in-one insurance software for policy administration and claims management that helps Insurers deliver a connected, relevant, and seamless experience to policyholders while empowering their employees, agents, and partners to do what they do best with more efficiency and at lower operational cost. It orchestrates a customizable and unified platform that eliminates the need for disparate IT systems, thus generating operational efficiency, and cost savings. Several leading insurance companies use InsureEdge across multiple lines of businesses, including P&C Insurance, Life Insurance, and General Insurance, to streamline their customer onboarding, policy management, claim management, document management, customer relationship management and payment processing.

**Average Rating:** 4.5/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate InsureEdge?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.2/10)
- **Policy Management:** 9.2/10 (Category avg: 8.1/10)
- **Accounting:** 9.2/10 (Category avg: 7.2/10)
- **Task Management:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind InsureEdge?

- **Seller:** [Damco Solutions](https://www.g2.com/sellers/damco-solutions)
- **Year Founded:** 1996
- **HQ Location:** Plainsboro, New Jersey
- **Twitter:** @damcosol  
2,474 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=74f6a0255759f042b4cb8732dd43e421509ae507a68dd8aa5626ffc3e8c44ec2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdamco-solutions%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,198 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 25% Medium

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

**["The most practical solution for our insurance operations"](https://www.g2.com/survey_responses/insureedge-review-9369315)**

**Rating:** 5.0/5.0 stars

_— Christina S._

[Read full review](https://www.g2.com/survey_responses/insureedge-review-9369315)

**["The tool that helps to reduce time in policy clearance"](https://www.g2.com/survey_responses/insureedge-review-7355576)**

**Rating:** 4.5/5.0 stars

_— Ravindra S._

[Read full review](https://www.g2.com/survey_responses/insureedge-review-7355576)

### [Policy Works](https://www.g2.com/products/policy-works/reviews)

Commercial insurance management system designed for Canadian Insurance Brokers only.

**Average Rating:** 4.2/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Policy Works?

- **Policy Management:** 9.2/10 (Category avg: 8.1/10)
- **Accounting:** 10.0/10 (Category avg: 7.2/10)
- **Task Management:** 9.2/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Policy Works?

- **Seller:** [Policy Works](https://www.g2.com/sellers/policy-works)
- **Year Founded:** 1983
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=855d99a767836998adb76725f32047e424db747c6d038c0aa168e230ea31bd89&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapplied-systems&secure%5Burl_type%5D=linkedin_company_website)  
2,707 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Medium, 33% Small

#### What Are Recent G2 Reviews of Policy Works?

**["Great submission manager"](https://www.g2.com/survey_responses/policy-works-review-9753450)**

**Rating:** 4.0/5.0 stars

_— Brittany M._

[Read full review](https://www.g2.com/survey_responses/policy-works-review-9753450)

**["Policy works makes it easy for my marketing department to try to make sense of my commercial subs"](https://www.g2.com/survey_responses/policy-works-review-801280)**

**Rating:** 5.0/5.0 stars

_— Brittany M._

[Read full review](https://www.g2.com/survey_responses/policy-works-review-801280)

#### What Are G2 Users Discussing About Policy Works?

- [What is Policy Works used for?](https://www.g2.com/discussions/what-is-policy-works-used-for)

### [Amos365](https://www.g2.com/products/amos365/reviews)

Agency managenment online services

**Average Rating:** 4.5/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Amos365?

- **Seller:** [Merit Technologies](https://www.g2.com/sellers/merit-technologies)
- **Year Founded:** 2009
- **HQ Location:** Greenville, US
- **Twitter:** @MeritTech\_gvl  
175 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3e3aed1bcfa4926351c243aa2e03a071711e86098edef5b77a2ca0ab6c9b6689&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmerit-technologies&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Amos365?

**["User Friendly Software"](https://www.g2.com/survey_responses/amos365-review-510574)**

**Rating:** 5.0/5.0 stars

_— Lindsey S._

[Read full review](https://www.g2.com/survey_responses/amos365-review-510574)

**["Best Insurance software"](https://www.g2.com/survey_responses/amos365-review-467319)**

**Rating:** 4.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/amos365-review-467319)

#### What Are G2 Users Discussing About Amos365?

- [What is Amos365 used for?](https://www.g2.com/discussions/what-is-amos365-used-for)

### [Automated Group Benefits](https://www.g2.com/products/automated-group-benefits/reviews)

General agent management software for the employee benefits business.

**Average Rating:** 3.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Automated Group Benefits?

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

#### Who Is the Company Behind Automated Group Benefits?

- **Seller:** [AGB Business Services](https://www.g2.com/sellers/agb-business-services)
- **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, 50% Small

#### What Are Recent G2 Reviews of Automated Group Benefits?

**["Automated with Ease"](https://www.g2.com/survey_responses/automated-group-benefits-review-497514)**

**Rating:** 4.0/5.0 stars

_— Adam G._

[Read full review](https://www.g2.com/survey_responses/automated-group-benefits-review-497514)

#### What Are G2 Users Discussing About Automated Group Benefits?

- [What is Automated Group Benefits used for?](https://www.g2.com/discussions/what-is-automated-group-benefits-used-for)

### [InsureTrek](https://www.g2.com/products/insuretrek/reviews)

InsureTrek is a self-serve licensing platform designed for insurance agencies, enabling them to manage licenses, renewals, and teams without any startup costs or contracts. The platform streamlines the licensing process and offers automation for minimal oversight, simplifying onboarding for new producers. Aimed at agents, agencies, and FMOs/TPMOs, InsureTrek provides features that save time and money, including bulk onboarding and smart configurations. With tailored solutions for both small agencies and large organizations, InsureTrek effectively drives operational efficiency in the insurance licensing space.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate InsureTrek?

- **Accounting:** 10.0/10 (Category avg: 7.2/10)
- **Task Management:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind InsureTrek?

- **Seller:** [InsureTrek](https://www.g2.com/sellers/insuretrek)
- **Year Founded:** 2023
- **HQ Location:** Tampa, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51ee81fd542847143b8110c7c35f5bef26b0266ad78046e24aadeceff34d6ebb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsuretrek%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

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

**["InsureTrek Keeps Licensing and Renewals Organized with Amazing Support"](https://www.g2.com/survey_responses/insuretrek-review-12591688)**

**Rating:** 5.0/5.0 stars

_— Courtney J._

[Read full review](https://www.g2.com/survey_responses/insuretrek-review-12591688)

**["InsureTrek- The Clear Solution for Too Many Licenses and Too Little Time!"](https://www.g2.com/survey_responses/insuretrek-review-12595910)**

**Rating:** 5.0/5.0 stars

_— Kate S._

[Read full review](https://www.g2.com/survey_responses/insuretrek-review-12595910)

### [North American Software Associates Eclipse](https://www.g2.com/products/north-american-software-associates-eclipse/reviews)

Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. We offer a knowledgeable and friendly support staff that makes for an easy transition to a new automation system. Imagine a full featured management system supported by a team of insurance and software professionals that is ready to answer your questions immediately! Conversions from other management systems available.

**Average Rating:** 2.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate North American Software Associates Eclipse?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.2/10)
- **Policy Management:** 5.0/10 (Category avg: 8.1/10)
- **Accounting:** 3.3/10 (Category avg: 7.2/10)
- **Task Management:** 6.7/10 (Category avg: 8.1/10)

#### Who Is the Company Behind North American Software Associates Eclipse?

- **Seller:** [North American Software Associates](https://www.g2.com/sellers/north-american-software-associates)
- **Year Founded:** 1982
- **HQ Location:** Sauk Centre, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=408ffd85589a41f6a65af03ba3dd0caa775426a9a040d5a68ca6c6d6058a124b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnasa-north-american-software-associates-inc.%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of North American Software Associates Eclipse?

**["New user - Easy and efficient management system"](https://www.g2.com/survey_responses/north-american-software-associates-eclipse-review-2374009)**

**Rating:** 4.5/5.0 stars

_— Joe C._

[Read full review](https://www.g2.com/survey_responses/north-american-software-associates-eclipse-review-2374009)

#### What Are G2 Users Discussing About North American Software Associates Eclipse?

- [What is North American Software Associates Eclipse used for?](https://www.g2.com/discussions/what-is-north-american-software-associates-eclipse-used-for)

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Similar Categories

- [Health Insurance Software](/categories/health-insurance-software)
- [Insurance Analytics](/categories/insurance-analytics)
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- [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)
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- [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.