January 5, 2022

Top Insurance Agency Management Systems

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Bringing new clients and growing your insurance agency is your top priority as an insurance agent. But, this can be challenging when a zillion other tasks take up your time. To ensure your agency runs smoothly and efficiently, it's critical to use the best insurance agency management system to digitize and streamline agency tasks. 

An insurance agency management system helps simplify internal communication, increases employee productivity, eliminates loss of essential paperwork and information, and saves you tons of money and time so you can focus on generating leads and growing sales. 

This guide has covered the top insurance agency management systems you can use to streamline your insurance agency's daily processes and operations.

1. HawkSoft

HawkSoft is a complete agency management system for independent insurance agencies and is the only system with a 97% recommendation rate. It allows insurance agencies to improve their operations by providing data-driven insights. This makes decision-making processes more straightforward and accurate. 

This agency management system is packed with powerful features like integration of accounting tools, agency intelligence, document management, personal and commercial workflows, carrier website integration, actional sales pipeline reports, and email marketing. 

Its Agency Intelligence feature helps agencies monitor trends surrounding them, complete agency due diligence, recognize agency performance levels, and set agency goals. Additionally, HawkSoft's Book of Business tool makes reporting and accounting easy and efficient through real-time agency data monitoring, agency performance capabilities, and agency growth insights. 

Like any other business, communication within an insurance agency is key to success. HawkSoft users are connected to carrier websites in real-time, making communication between you and the policyholders easy. 

Transmitting data and files is also streamlined, and updates will be received without any hitch. All these features help streamline your workflows, save time, increase productivity and improve your agency's bottom line.

Things to consider before purchasing HawkSoft 

  • All-in-one solution for small and established insurance agencies
  • Data-driven insights for faster and accurate decision making
  • Agency Intelligence for monitoring trends surrounding the agency
  • Expensive training course (HawkSoft University)
  • Hard to navigate commercial lines

2. EZLynx

If you are an independent agency seeking to streamline workflows and expand your workflows, then EZLynx is the agency management system for you. It's suitable for all agency sizes and helps them build and maintain healthy business relationships. 

EZLynx offers a wide range of features like CRM, back-office management tools, automatic marketing that helps insurance agents strengthen their relations with customers and potential clients. This cloud-based management system stores policy documents, notes, and statements to simplify agency documentation and eliminate the need for filing cabinets. 

This agency management system is straightforward to use and will help you organize agency tasks, improve agency workflow and increase agent productivity. EZLynx's reporting tools allow you to analyze the status of your client's accounts while the client center provides your customers access to print policy documents at any time. 

Clients can request policy modifications and share confidential information safely online. EZLynx's automatic marketing feature sends personalized messages to clients, which helps keep your agency top of mind.

Things to consider before purchasing EZLynx 

  • Suitable for all agency sizes
  • Helps build and maintain healthy business relationships
  • Eases agency documentation and eliminates the need for filing cabinets
  • Longer learning curve compared to other CRMs

3. Equisoft

Equisoft agency management system builds agency business by providing agency teams one place to manage their agency and support their customers. Equisoft is a web-based agency management system designed explicitly for advisors seeking to improve agency processes, speed up agency workflow, save time and drive real growth. 

Equisoft is packed with CRM, accounting tools integration, agency website integration, document management, email marketing, and carrier website integration features, making decision-making processes easier for insurance agents. Its CRM feature provides agency teams with real-time agency data monitoring capabilities to better understand their customer base.

The dashboard feature provides agencies with fast access to critical agency information so managers can make informed decisions in real-time. It connects all stakeholders for a streamlined customer experience by providing agency staff with the tools they need to serve their customers while interfacing with carrier systems. 

Equisoft's workflow management capabilities automate and monitor processes to ensure that your agency runs efficiently. Its built-in CRM helps you build and manage customer relationships, while its mandatory documentation of every activity ensures accuracy and compliance.

Things to consider before purchasing Equisoft

  • Suitable for all agency sizes
  • Helps build and maintain healthy business relationships
  • Eases agency documentation and eliminates the need for filing cabinets
  • No 2FA to boost security
  • Duplication of information caused by gateways not importing information correctly

4. NextAgency

NextAgency is an enterprise-class solution for agency management that helps health, senior, and life agencies run their business. It delivers an agency-wide system for automating workflow, managing customer interactions, and tracking critical performance data. 

Since NextAgency is a cloud-based application you can access it from any device with an internet connection, making it easy to keep your agency running no matter where you are. With NextAgency, you get a complete agency management system that includes agency workflow automation, customer relationship management, and performance tracking. 

You also get a built-in CRM that helps you build and manage customer relationships, as well as a document management system that keeps all your agency information organized and easy to find. NextAgency's performance tracking system gives you critical insights into your agency's performance so you can make informed decisions about where to focus your efforts.

Things to consider before purchasing NextAgency 

  • Excellent customer support
  • Easy to use and intuitive
  • Manages customer interactions and tracks agency performance data
  • Email integration can be challenging at times
  • Currently not integrated with Employee Navigator

5. AgencyBloc

AgencyBloc is a cloud-based agency management system designed to help life and health insurance agencies grow their business. It delivers an agency-wide system for automating workflow, managing customer interactions, and tracking critical performance data. 

It uses a combination of industry-specific CRM, sales management, commissions processing, and agency marketing tools to help you manage your agency more effectively. You also get a built-in CRM that allows you to build and manage customer relationships, as well as a document management system that keeps all your agency information organized and easy to find. 

With AgencyBloc's back-office automation tools, you can streamline agency processes and reduce agency management workload. This complete agency management system makes it easy for you to keep your agency running smoothly and helps you grow your business.

Things to consider before purchasing AgencyBloc

  • Cloud-based so it can be accessed from any device with internet access
  • Built-in CRM helps you build and manage customer relationships
  • Analytics capabilities enable agency managers to make better decisions
  • Tracking leads can be challenging at first
  • Inability to take notes between tabs

6. Tigerlab

Designed with cutting-edge technology, the Tigerlab agency management system offers a robust, modular, and unique agency management solution. It helps agency professionals manage agency operations more effectively, allowing them to spend more time serving customers. 

Tigerlab is mobile-ready, cloud-based agency software that performs seamlessly on all digital platforms. It is fully customizable, so agency managers can configure modules to meet agency-specific business processes. Tigerlab offers real-time visibility in agency data and reporting capabilities to accelerate decision-making. 

With full business process automation capabilities, you can reduce agency management workload and increase agency efficiency. Tigerlab enables complete workflow management for agents and staff. Its superb agency reporting and analytics capabilities allow you to measure agency performance and make better business decisions. 

Tigerlab agency management system is an end-to-end agency software package that does all the back-office work for you, allowing you to focus more time on customer service.

Things to consider before purchasing Tigerlab 

  • Modular design allows for customization to fit your agency's needs
  • Real-time visibility in agency data
  • Powerful reporting capabilities
  • Not ideal for small independent businesses
  • Pricey compared to other agency management systems

8. Applied Epic

If you are after a technologically advanced, flexible, and comprehensive agency management system Applied Epic is your best bet. It offers an intuitive, easy-to-use agency management system with agency-specific agency management software modules that can be configured to meet agency-specific business processes. 

Applied Epic is a single platform, secure, and cloud-based agency management system with integrated CRM capabilities. It helps insurance agency managers more effectively manage customer interactions, automate agency processes and sales and financial accounting. 

You can easily customize views and columns to match your agency's needs. With its agency management system tools, you can deploy agency resources more effectively, manage agency operations better and grow agency profitability. It offers an embedded business intelligence tool with robust analytics to help you monitor your agency's performance and improve customer relationships.

Things to consider before purchasing Applied Epic 

  • Fully customizable agency management system that allows for agency-specific configuration
  • The intuitive user interface makes it easy to use for all agency employees
  • Ease of use and excellent functionality
  • The utilities and configure screens can be challenging to navigate if you are new to the system
  • Hard to correct errors such as dates, issuing state and policy type


9. ZyWave

ZyWave is a next-generation, cloud-based agency management system that helps insurance agencies drive growth by streamlining and automating agency processes. It offers an agency management system with a configurable workflow engine that allows you to automate your agency's business processes to improve efficiency and customer service. 

You can also use it to manage your agency's interactions with customers, prospects, and partners. It offers a wide range of features such as policy and billing management, producer management, agency financials, agency marketing, and more. 

With its real-time analytics, you can measure agency performance against your agency targets and improve agency profitability. ZyWave is a configurable and scalable agency management system that can be adapted to the needs of any size agency.

Things to consider before purchasing ZyWave 

  • Configurable workflow engine allows you to automate agency processes
  • A wide range of features helps manage all aspects of your agency
  • Scalable and adaptable to the needs of any agency size
  • The user interface can be challenging to navigate for some users

10. CaptaIMS

CaptaIMS is an easy-to-use cloud-based agency management system designed from the ground up to meet agency needs. It focuses on agency-centric agency management system capabilities and offers a complete agency management solution for agency operations, management, and marketing. 

It also offers agency-specific agency management software modules that you can configure to meet agency-specific business processes. CaptaIMS offers several specific insurance verticals such as Personal, Specialty, Commercial, and Life/Health to support agency management. 

CaptaIMS also has "tasks and calendars' ' that allow you to schedule reminders, meetings, and due dates. You can share your calendar with your team to ensure agency-wide collaboration. With CaptaIMS agency management system, you can easily manage agency network expansion, communications, and compliance.

Things to consider before purchasing CaptaIMS

  • Agency management system designed from the ground up to meet agency needs such as policy, lead, and document management
  • Multiple verticals are available depending on your industry
  • Easy to use
  • Inability to import data from other agency management systems


11. Vertafore

Vertafore is a leading provider of insurance software for agencies and carriers. It offers a suite of software products that allow you to write new business, process policies and payments, manage customer relationships, and more. Vertafore's agency management systems allow you to manage all aspects of your agency with its wide range of features. You can use it to design reports and dashboards, automate agency businesses processes, manage marketing campaigns, and more.

With its mobile-responsive platform, you can access your agency management system anywhere from any device including PCs, tablets, and mobile phones. It is a flexible solution that caters to the needs of agencies in various industries such as personal lines insurance, commercial lines insurance, and life insurance.

Things to consider before purchasing Vertafore

  • Offer a variety of management systems designed to address unique client needs¬†
  • A wide range of features including policy, production, billing, and marketing helps manage all aspects of your agency
  • Easily integrates with email and phone¬†
  • Can be difficult to learn how to use the system¬†
  • Customer support can take long to respond


12. Better Agency

Better Agency is a combination of sales-driven AMS and CRM that lets you automate the entire client lifecycle, from sales to service to renewals and claims. Cross-selling, service, claims, and renewals can all be automatically triggered in new marketing campaigns through their sales automation software. 

The key to more sales growth and increased retention is to utilize policy downloads to automate the whole insurance customer lifecycle, which is available through Better Agency. They offer 100+ pre-built automation campaigns, so you don't have to write one on your own. You can also add your entire sales team to the platform and set goals and user permissions. 

Things to consider before purchasing Better Agency

  • Excellent customer support team
  • Pre-built campaigns save a lot of time¬†
  • User friendly platform¬†
  • There are bugs from time to time due to consistent updates


Streamline Your Insurance Agency Operations

The best agency management system will help you streamline agency operations and processes, manage agency communications and compliance, track agency performance, grow agency profitability, and improve customer service. 

Couple that with a marketing tool like InsurGrid, and you have a winning combination that can take your agency to the next level. Our solution helps P&C agents collect declaration pages in half the time, boost close rates by 50%, and retail clients.