20+ Insurance Agency Management Software

Have it ever cross your mind how insurance agency maintain their quality service given the challenges they encounter on a daily? Are you curious how they maintain order in their operations? An Insurance Agency Management Software is a big part of that.


Insurance is long-term plan that entitles you of a financial grant or reimbursement in cases of emergency, disease, or any other unforeseen situations. There are various kinds of insurance plan, among the many are life insurance, health insurance, and property insurance. Insurance agencies are institutions that provides insurance services or any other financial products. With the products and services they offer, these institutions need to ensure an organized and systematized operations.

Read the full article to know more about Insurance Agency Management Software, its benefits, its features, the top 10 software available in the market, and the answers to the frequently asked questions by its users.

1. Applied Epic

Details

Rating: 5/5

Price: $1000/year

Download

2. AMS360

Details

Rating: 5/5

Price: Custom

Download

3. QQCatalyst

Details

Rating: 4.3/5

Price: Custom

Download

4. Jenesis

Details

Rating: 4.6/5

Price: $25/month

Download

5. InsuredMine

Details

Rating: 5/5

Price: $49/month

Download

6. HawkSoft

Details

Rating: 5/5

Price: Custom

Download

7. Applied TAM

Details

Rating: 4.5/5

Price: Custom

Download

8. AgencySmart

Details

Rating: 5/5

Price: $49/month

Download

9. SmartOffice

Details

Rating: 5/5

Price: Custom

Download

10. EZLynx

Details

Rating: 4.7/5

Price: $0.01/month

Download

11. Sagitta

Details

Rating: 5/5

Price: Custom

Download

12. BrokerageBuilder

Details

Rating: 4.6/5

Price: Custom

Download

13. TLDCRM

Details

Rating: 4.7/5

Price: $75/month

Download

14. BriteCore

Details

Rating: 5/5

Price: Custom

Download

15. BenefitPoint

Details

Rating: 4.3/5

Price: Custom

Download

16. AgencyBloc

Details

Rating: 5/5

Price: $65/month

Download

17. BindHQ

Details

Rating: 5/5

Price: $275/month

Download

18. InsurancePro

Details

Rating: 5/5

Price: Custom

Download

19. NextAgency

Details

Rating: 5/5

Price: FREE

Download

20. Agency Matrix

Details

Rating: 5/5

Price: Custom

Download

21. Partner XE

Details

Rating: 4.6/5

Price: Custom

Download

What is an Insurance Agency Management Software?

Insurance Agency Management Software manages overall business operations and transaction of an insurance institution. They tackle everything from accounting, marketing, customer relation, sales and more. Insurance Agency Management Software streamlines daily operations to become more effective and efficient. They engage with clients, improve sales, maximize marketing efforts, monitor performance and helps insurance agency achieve their business goals.

Benefits

Using an Insurance Agency Management Software ticks off the challenges that insurance agencies might encounter. By using this software, agencies can automate their workflows to achieve more productivity and increase in sales. This software makes daily operations efficient ensuring success and more benefits for both agency and clients.

Features

This software gives positive effects on their users with features like customer relationship management software, and marketing automation software. Insurance Agency Management Software is also equipped with tools for back office, reporting and monitoring tools.

Top 10 Software

1. Applied Epic

Opening up innovation is within your reach here at Applied Epic. This agency management system is flexible and cloud-based to ensure the best possible services for you and their clients.

2. AMS360

Focusing on their clients is AMS360’s main goal. With this, they optimize workflows, streamlines complex tasks such as accounting and sales, and gives users their 100% best.

3. QQCatalyst

Built for the independent insurance agencies— QQCatalyst. This software platform aims to build a deep and personalized relationship with the clientele and manage business more effectively through simplifying client and policy management, automating marketing and sales,  and many more.

4. Jenesis

Jenesis is an insurance agency management at your fingertips that saves time, manage clients with ease, grow revenue and provides award winning support. They provide solution for any insurance agencies’ needs.

5. InsuredMine

Looking for one integrated system to optimize and grow your agency? InsuredMine is the way to go! With only 49 USD per month, this perfectly rated software platform converts, engages, and retains.

6. Hawksoft

The leader in management systems for over 25 years— Hawksoft. This insurance agency management system offers efficient workflows and ease the situation of clients, staff and all stakeholders involved.

7. Applied TAM

Working smarter is always better with Applied TAM. Applied TAM is one of the most widely used management systems in the world, and is among the highest rated ones.

8. Agency Smart

Work smart with Agency Smart! For only 49 USD per month, this perfectly rated all-in-one cloud based solution offers employee benefits, insurance and financial products, and other services on commercial and individual marketplaces.

9. SmartOffice

SmartOffice is a customer relationship management for insurance and financial products and services. This is perfectly rated by its users and offers customized pricing to only pay for the services you enjoy.

10. EZLynx

Managing your agency anytime and anywhere is within your reach here at EZLynx! For only 0.01 USD per month, EZLynx maximizes your agency’s potential.

FAQs

Who uses Insurance Agency Management Software?

Insurance Agency Management Software is used by insurant companies, agencies, agents, insurance professionals, and clients.

Is Insurance Agency Management Software useful?

Insurance Agency Management Software is created to assist insurance agencies in their tasks and responsibilities, hence this software help ensures that everything is organized and well-managed.

Is Insurance Agency Management Software for free?

Insurance Agency Management Software is priced reasonably with different price points. There are a handful of software platforms that offers their services for free, and some has free trial offerings for a limited time.

 

Insurance are essential plan that we all need to have. This will acts as a back up plan in cases of emergency, ill-faith situations and other unforeseen circumstances. With this, insurance agencies need to provides quality services to their clients. Insurance agency management software can definitely help you with that. Be sure to check on the full list above to find out the best of the best software we can use.


Related Posts