Best Property & Casualty Insurance Agency Management Software

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Property and casualty insurance agency management software manages the back-office functions of property and casualty insurance providers. These solutions provide contact management and marketing features to drive business growth. Property and casualty insurance agency management solutions are very similar in functionality to both general insurance agency management software as well as life and health insurance management software, but are tailored specifically for the life and health industries.

Property and casualty insurance providers use these solutions as the central hub for their sales and marketing activities, and these systems house all company contacts and client-related information. Property and casualty insurance agency management software often includes document management, sales and marketing-related task management, workflow management, client and contact management, and sales reporting functionality.

Property and casualty insurance agency management software can be implemented as a standalone solution, but is often a part of insurance suites software. These solutions also typically integrate with or provide functionality similar to marketing automation software.

To qualify for inclusion in the Property & Casualty Insurance Agency Management category, a product must:

Be tailored for use by property and casualty insurance providers
Manage client and contact related data
Offer reporting tools
Contain workflow management tools for insurance agents

Best Property & Casualty Insurance Agency Management Software At A Glance

Highest User Satisfaction:

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.

No filters applied
12 Listings in Property & Casualty Insurance Agency Management Available
(1,054)4.4 out of 5
Optimized for quick response
1st Easiest To Use in Property & Casualty Insurance Agency Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a sing

    Users
    • Account Manager
    • CSR
    Industries
    • Insurance
    • Accounting
    Market Segment
    • 81% Small-Business
    • 17% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Applied Epic is a comprehensive agency management system that streamlines operations, manages client data, automates workflows, and generates reports.
    • Reviewers frequently mention the user-friendly interface, the system's robustness, the ease of finding information, the efficient service to clients, and the helpfulness of the training library and customer support.
    • Reviewers experienced issues with the system's initial learning curve, the complexity of configuration, the slow movement between web pages, the inconsistency in email attachments, and the inability to download certain insurance policies.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Applied Epic Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    178
    Data Management
    70
    Customer Support
    69
    Efficiency
    69
    Features
    66
    Cons
    Learning Curve
    68
    Inefficiency
    61
    Complex Process
    59
    Excessive Clicking
    42
    Learning Difficulty
    41
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1983
    HQ Location
    University Park, IL
    Twitter
    @AppliedSystems
    7,027 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,542 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a sing

Users
  • Account Manager
  • CSR
Industries
  • Insurance
  • Accounting
Market Segment
  • 81% Small-Business
  • 17% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Applied Epic is a comprehensive agency management system that streamlines operations, manages client data, automates workflows, and generates reports.
  • Reviewers frequently mention the user-friendly interface, the system's robustness, the ease of finding information, the efficient service to clients, and the helpfulness of the training library and customer support.
  • Reviewers experienced issues with the system's initial learning curve, the complexity of configuration, the slow movement between web pages, the inconsistency in email attachments, and the inability to download certain insurance policies.
Applied Epic Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
178
Data Management
70
Customer Support
69
Efficiency
69
Features
66
Cons
Learning Curve
68
Inefficiency
61
Complex Process
59
Excessive Clicking
42
Learning Difficulty
41
Seller Details
Company Website
Year Founded
1983
HQ Location
University Park, IL
Twitter
@AppliedSystems
7,027 Twitter followers
LinkedIn® Page
www.linkedin.com
2,542 employees on LinkedIn®
Entry Level Price:Starting at $275.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 82% Mid-Market
    • 18% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    BindHQ
    Year Founded
    2018
    HQ Location
    New York City, US
    Twitter
    @bindhq
    26 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Insurance
Market Segment
  • 82% Mid-Market
  • 18% Small-Business
Seller Details
Seller
BindHQ
Year Founded
2018
HQ Location
New York City, US
Twitter
@bindhq
26 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CRM made specifically for the Independent Insurance Broker

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

CRM made specifically for the Independent Insurance Broker

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Betterview is a platform for drone-based property inspections.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

Betterview is a platform for drone-based property inspections.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OneShield provides browser-based solutions to automate the sales and service of insurance products for Personal, Commercial and Specialty lines.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    OneShield
    Year Founded
    1999
    HQ Location
    Marlborough, US
    Twitter
    @OneShield
    1,023 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    485 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OneShield provides browser-based solutions to automate the sales and service of insurance products for Personal, Commercial and Specialty lines.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
OneShield
Year Founded
1999
HQ Location
Marlborough, US
Twitter
@OneShield
1,023 Twitter followers
LinkedIn® Page
www.linkedin.com
485 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Damco's comprehensive P&C insurance software assists property and casualty insurance companies, agents, brokers, and other stakeholders in managing their everyday business processes, data, product

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1996
    HQ Location
    Plainsboro, New Jersey
    Twitter
    @damcosol
    2,704 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,052 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Damco's comprehensive P&C insurance software assists property and casualty insurance companies, agents, brokers, and other stakeholders in managing their everyday business processes, data, product

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
1996
HQ Location
Plainsboro, New Jersey
Twitter
@damcosol
2,704 Twitter followers
LinkedIn® Page
www.linkedin.com
1,052 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    EbixAdvantage is a holistic, fully integrated enterprise insurance administration system for the Property and Casualty industry. Its comprehensive design allocates all the functionality i.e. needed to

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ebix
    Year Founded
    1976
    HQ Location
    Johns Creek, GA
    Twitter
    @EbixInc
    1,714 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,655 employees on LinkedIn®
    Ownership
    OTCMKTS: EBIXQ
Product Description
How are these determined?Information
This description is provided by the seller.

EbixAdvantage is a holistic, fully integrated enterprise insurance administration system for the Property and Casualty industry. Its comprehensive design allocates all the functionality i.e. needed to

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Ebix
Year Founded
1976
HQ Location
Johns Creek, GA
Twitter
@EbixInc
1,714 Twitter followers
LinkedIn® Page
www.linkedin.com
1,655 employees on LinkedIn®
Ownership
OTCMKTS: EBIXQ
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Insly Insurance Software Debt Management helps you manage overdue invoices by sending automatic reminders to clients.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Insly
    Year Founded
    2000
    HQ Location
    London, UK
    Twitter
    @insly_com
    2,223 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Insly Insurance Software Debt Management helps you manage overdue invoices by sending automatic reminders to clients.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
Insly
Year Founded
2000
HQ Location
London, UK
Twitter
@insly_com
2,223 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IntelliXform™ is a highly configurable, secure, scalable, mobile and web portals platform for digital transformation in P&C insurance. It significantly boosts customer experience while enabling sa

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Oak Brook, Illinois
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IntelliXform™ is a highly configurable, secure, scalable, mobile and web portals platform for digital transformation in P&C insurance. It significantly boosts customer experience while enabling sa

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
HQ Location
Oak Brook, Illinois
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
0 ratings
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    P&C brokers and agents need to sell and service their small-midsize business books more efficiently. Layr is the innovative insurance platform that puts everyone on the path to success: brokers, c

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Layr
Product Description
How are these determined?Information
This description is provided by the seller.

P&C brokers and agents need to sell and service their small-midsize business books more efficiently. Layr is the innovative insurance platform that puts everyone on the path to success: brokers, c

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Layr
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prime Insurance Suite (PRISE) is a fully developed, completely integrated, well configurable, synchronized P&C insurance industry solution.

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Prise
Product Description
How are these determined?Information
This description is provided by the seller.

Prime Insurance Suite (PRISE) is a fully developed, completely integrated, well configurable, synchronized P&C insurance industry solution.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Prise
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    RiskVille is a flexible scalable cloud solution for insurance companies, insurance brokers, insurance agencies, and captive managers with modules like: 1) CRM 2) Rating, Quoting, Policy Management,

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    RiskVille
Product Description
How are these determined?Information
This description is provided by the seller.

RiskVille is a flexible scalable cloud solution for insurance companies, insurance brokers, insurance agencies, and captive managers with modules like: 1) CRM 2) Rating, Quoting, Policy Management,

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
RiskVille