Struggling with manual agency tasks?
You’re likely drowning in paperwork and compliance tracking, which keeps your team from focusing on what truly matters—your clients.
This leads to costly policy management errors and frustrating delays, slowing down your agency’s growth and hurting your bottom line.
The Business Research Company found that 68% of insurance agencies report operational inefficiencies. These manual processes are a major bottleneck for many firms just like yours.
Speaking of operational efficiency and compliance, if you’re also concerned about your team’s HR needs, explore my guide on HR compliance software.
The right software can fix this by automating your core workflows, freeing up your team to focus on building client relationships.
In this guide, I’ll walk you through the best insurance agency software. My goal is to help you cut through the noise and find a truly effective platform.
You’ll discover solutions that streamline compliance, standardize training, and help your agency scale efficiently, improving both productivity and profitability.
Let’s get started.
Quick Summary:
| # | Software | Rating | Best For |
|---|---|---|---|
| 1 | Applied Systems → | Large multi-location agencies | |
| 2 | EZLynx → | Mid-sized growth-focused agencies | |
| 3 | Vertafore → | Agencies handling compliance complexity | |
| 4 | HawkSoft → | Small-to-mid client retention focused firms | |
| 5 | Insly → | Agencies needing scalable modular growth |
1. Applied Systems
Is your agency bogged down by fragmented tools? This means you’re likely struggling to maintain a single view of your business and streamline workflows effectively.
Applied Systems offers an indispensable insurance technology partnership to transform your agency. Their solutions help you make the day-to-day more efficient.
This means a unified solution for your business.
Applied Systems introduces solutions like Applied Epic, which serves as a central agency management platform to keep a single view of your business. This helps agencies overcome the challenges of disparate systems and manual processes.
For instance, their Digital Agency suite includes features like Marketing Automation and Customer Self-Service (Applied CSR24), allowing you to meet customers where they are with consistent digital experiences. Additionally, capabilities like Business Intelligence & Analytics and AI-powered tools help you gain critical insights and deliver faster workflows, boosting productivity. Applied Systems also integrates with Salesforce for enhanced sales and marketing automation, truly elevating your efficiency and supporting growth.
The result is scalable workflows and improved client retention.
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Key features:
- Agency Management Platform: Centralizes all your operations, providing a single view of your business for enhanced efficiency and reduced manual efforts.
- Customer Self-Service: Extends your traditional storefront to online insurance experiences, allowing clients to engage and manage policies digitally.
- AI-Powered Insurance: Leverages artificial intelligence for faster workflows, increased productivity, and superior customer service within your agency.
Applied Systems features, pricing, & alternatives →
Verdict: Applied Systems stands out as a strong contender for the best insurance agency software, offering integrated solutions that unify operations and enhance client experiences. With 7 out of 10 top agencies using Applied Epic, it reliably addresses pain points like fragmented tools and compliance concerns, leading to improved operational efficiency and growth.
2. EZLynx
Struggling to unify your agency’s scattered operations?
EZLynx offers an all-in-one agency management system combining comparative rating, policy management, and automated workflows. This allows you to manage your entire business efficiently, eliminating the headaches of fragmented tools. It empowers your agency to run smoothly and efficiently.
This means you can easily streamline processes and minimize clicks.
EZLynx helps agencies tackle workflow disruptions and missed opportunities. Its integrated platform streamlines your agency’s daily tasks, managing the entire policy lifecycle from end-to-end. You can visualize your performance and take action with its robust reporting and analytics. Additionally, features like a client center and communication center mean your customers can engage with your agency online 24/7. Plus, the Submission Center centralizes commercial lines submissions for various markets, ensuring smooth operations. The result is a unified system that boosts productivity.
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Key features:
- Comprehensive Management System: A cloud-based platform allowing agents to manage client acquisition and servicing across the entire policy lifecycle, centralizing quotes, policies, and documents.
- Leading Rating Engine: Provides real-time comparative quoting for home and auto insurance, acting as a personal liaison between your agency and all appointed carriers.
- Integrated Workflow Automation: Streamlines daily operations through tools like the Automation Center and Sales Center, helping you close deals faster and retain renewals.
EZLynx features, pricing, & alternatives →
Verdict: EZLynx is a compelling contender for the best insurance agency software, offering an all-in-one system that unifies comparative rating, policy management, and automated workflows. With over 55,000 users and 240,000+ quotes per day, its ability to streamline operations and integrate diverse functionalities makes it ideal for agencies seeking efficiency and growth.
3. Vertafore
Are you struggling with fragmented agency software?
Vertafore offers unified solutions like AgencyOne to consolidate your operations, addressing the pain point of scattered tools and outdated systems.
This means you get a single, integrated platform to run and grow your business, making it easier to manage everything and streamline your agency’s daily activities.
Simplify your insurance technology.
Vertafore helps you modernize your agency with solutions designed to boost efficiency and empower your team. This includes features like AMS360 for comprehensive agency management and QQCatalyst for simplified operations.
You can also engage clients more effectively with tools like AgencyZoom for sales automation and InsurLink, a client portal that enhances communication. Their Sircon products handle credentialing and compliance, ensuring you meet regulatory requirements. Additionally, Vertafore provides analytical tools like ReferenceConnect and RiskMatch, allowing you to leverage industry insights and data to make informed decisions for your agency’s growth and client retention.
The result is increased productivity.
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Key features:
- Unified Agency Operations: Vertafore’s AgencyOne platform integrates all essential agency functions into a single, connected experience for streamlined management and growth.
- Enhanced Client Engagement: Solutions like AgencyZoom and InsurLink provide tools for sales automation and client portals, fostering stronger relationships and improved communication.
- Compliance and Analytics: Sircon products simplify credentialing and compliance, while ReferenceConnect and RiskMatch offer valuable analytics and industry insights for strategic decision-making.
Vertafore features, pricing, & alternatives →
Verdict: If you’re an agency owner looking to modernize your operations and tackle compliance complexities, Vertafore stands out as a strong contender for the best insurance agency software. Their integrated platform helps standardize training, automate policy management, and supports scalable workflows, serving over 15,000 agencies.
4. HawkSoft
Struggling with fragmented tools and missed opportunities?
HawkSoft provides an all-in-one agency management system to centralize your operations, ensuring you tackle compliance and streamline workflows effectively. This means you can finally unify your processes and overcome the challenges of disparate systems, leading to better control and efficiency. The software is designed to help your team deliver proactive service and wow policyholders. It’s time to simplify your agency.
HawkSoft empowers your agency with features designed to solve your everyday operational issues. Their Agency Management System integrates key functionalities like accounting, client services, and e-signature capabilities directly into your workflow. Furthermore, HawkSoft’s retention alerts identify clients needing attention, allowing your staff to deliver proactive service and enhance policyholder value. This proactive approach, coupled with robust lead management categories, helps your team convert leads and identify cross-sell or upsell opportunities efficiently. Additionally, built-in communication tools like batch email, text messaging, and scheduled communications simplify outreach, ensuring your agency not only retains clients but also grows its book of business.
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Key features:
- Comprehensive Agency Management System centralizes accounting, client services, and e-signature tools for a unified workflow, making it easier to manage policies and improve operational efficiency.
- Proactive Retention Alerts identify policyholders needing attention, allowing your staff to deliver personalized service that enhances client loyalty and reduces churn for your agency.
- Integrated Lead & Sales Management categorizes clients in your sales funnel and identifies upsell opportunities, supporting your agency’s growth through targeted communication and outreach.
HawkSoft features, pricing, & alternatives →
Verdict: HawkSoft stands out as the best insurance agency software, offering integrated solutions for client retention, sales growth, and actionable reporting. With a 97% recommendation rate and an average of 18 years agencies stay with the system, it proves its value by providing the tools you need to excel and ensure your investment pays for itself within the first year.
5. Insly
Tired of fragmented tools and missed opportunities?
Insly provides flexible, end-to-end insurance software tailored for insurance agencies like yours. This means you can finally achieve operational efficiency and boost profitability.
The challenge of evaluating software that balances upfront costs, vendor reliability, and implementation risks is real. You need a platform that streamlines operations, and Insly’s low-code system significantly reduces development time.
This transitions you into a solution that truly delivers.
Insly helps you deliver better products, service, and profitability at scale across the entire insurance lifecycle. You can handle on average double the Gross Written Premium (GWP) compared to previous systems by automating manual tasks.
Their modular approach means you can start small and digitize end-to-end, with the platform scaling alongside your business, integrating through open APIs. This flexibility helps achieve fast ROI through operational efficiency. Additionally, Insly offers solutions for Product Builder, Product Distribution, Insurance Accounting and Reporting, and Claims Management. This comprehensive suite helps you standardize training, automate policy management, and integrate systems, leading to reduced hiring and training burdens and real-time compliance monitoring.
The result is a more profitable insurance business.
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Key features:
- Product Builder: Design and launch any non-life insurance product in weeks without needing to write code or involve developers, giving you unprecedented agility.
- Product Distribution: Optimize your sales cycle and maximize conversions by creating seamless workflows for brokers, direct-to-customer sales, or embedded insurance models.
- Accounting & Reporting: Automate your entire accounting function to reduce manual processes, ensure compliance, and generate insightful reports on any data point.
Insly features, pricing, & alternatives →
Verdict: Insly stands out as the best insurance agency software, offering a low-code, modular platform that enables rapid implementation and significant operational efficiencies. Its comprehensive solutions for product building, distribution, accounting, and claims management, allow agencies to handle double the GWP, making it an excellent choice for growth-focused agencies.
6. BriteCore
Tired of outdated insurance software systems?
BriteCore offers a modern, cloud-native platform designed to unlock business growth for P&C insurers and MGAs. This means you can streamline operations and deliver a superior customer experience without constant disruptions.
Here’s how BriteCore addresses these challenges, providing a unified, web-based solution.
Your agency needs a modern core platform.
BriteCore’s cloud-native platform provides immediate access to persona-based executive dashboards, advanced analytics and reporting. You can effortlessly identify new business opportunities and cost savings. This platform also features a configurable agent portal and policyholder portal to engage customers, along with mobile app capabilities. You can also build your own custom digital experiences via their API.
Additionally, BriteCore offers flexible low-code tools and preset templates, allowing for rapid product and rating modifications. This enables swift rollout of new insurance products and pilot programs with version control. Plus, being built on AWS, your team can work remotely, minimizing disruptions while ensuring your core platform is always available.
The result is enhanced efficiency and growth.
Key features:
- Data-driven insights: Access persona-based dashboards and advanced analytics to identify growth opportunities and cost savings, supporting informed decision-making for your agency.
- Modern digital engagement: Utilize configurable agent and policyholder portals, mobile apps, and robust APIs to connect with customers and streamline digital interactions.
- Flexible cloud operations: Manage daily P&C operations from a single web-based platform built on AWS, ensuring availability and enabling remote work for your team.
BriteCore features, pricing, & alternatives →
Verdict: BriteCore stands out as a strong contender for the best insurance agency software, offering a modern, cloud-native platform specifically for P&C insurers. Its focus on unlocking business growth, delivering productivity, and providing a modern customer experience through robust reporting, engagement portals, and flexible tools helps agencies like yours overcome operational challenges and drive efficiency.
7. Guidewire
Struggling with fragmented tools and compliance headaches?
Guidewire’s InsuranceSuite offers core solutions like PolicyCenter, ClaimCenter, and BillingCenter, directly addressing your agency’s need for unified P&C insurance software. This means you can centralize policy administration, claims, and billing.
Their integrated platform helps agencies like yours overcome complexity, enabling you to efficiently manage policies, claims, and underwriting processes for various lines of business.
It’s time to grow efficiently.
Guidewire streamlines workflows by automating processes and harnessing the power of analytics. Their InsuranceNow solution provides an all-in-one cloud platform for quick, seamless implementation, empowering your agents. For example, Velocity Risk Underwriters saw a 60% cost reduction and 98% straight-through processing by adopting InsuranceNow, building 11 new products in 8 months.
The Guidewire Cloud platform ensures agility and scalability, supporting 10x faster deployments and 75% less downtime, as Definity experienced with their InsuranceSuite migration. Additionally, HazardHub offers 10x more data than previous solutions to transform pricing and underwriting for accelerated quoting and improved decision-making.
Your agency can truly excel with this system.
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Key features:
- Unified P&C Insurance Platform: Guidewire InsuranceSuite integrates policy administration, claims management, and billing into a single, comprehensive system for streamlined operations.
- Advanced Analytics Capabilities: Tools like HazardHub and Predict offer robust data insights for improved pricing strategies, risk selection, and underwriting efficiency.
- Cloud-Native Agility and Scalability: The Guidewire Cloud platform supports rapid deployments, reduced downtime, and seamless updates for enhanced operational flexibility and growth.
Guidewire features, pricing, & alternatives →
Verdict: Guidewire is an excellent choice as the best insurance agency software for small-to-mid-sized agencies, offering integrated P&C insurance solutions including PolicyCenter, ClaimCenter, and BillingCenter. Its proven ability to deliver 10x faster deployment and a 60% cost reduction, as seen in client success stories, makes it a powerful platform for operational efficiency and agency growth.
8. NowCerts
Are you struggling with outdated, fragmented insurance agency software?
NowCerts helps you overcome these hurdles with its intelligent, secure, and intuitive agency management system, unifying your operations.
This means you can say goodbye to disjointed systems and welcome a streamlined approach to managing your agency.
It’s time to simplify your agency’s operations.
NowCerts solves compliance, onboarding, and workflow automation challenges by offering a comprehensive suite of over 50 features and 40 reports. You can automate policy management, track commissions accurately, and ensure real-time compliance monitoring.
This includes capabilities like self-serve certificates for customers, freeing up your team’s time, and automated carrier downloads for up-to-date policy information. Moreover, you can manage tasks, create invoices, access all Acord forms, and even sync your email accounts in one secure location.
The result is reduced training burdens, scalable workflows, and improved client retention, ensuring your agency runs by the numbers.
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Key features:
- Self-Serve Certificates: Empower clients to issue their own certificates, significantly reducing your team’s workload and improving customer satisfaction.
- Comprehensive Commissions Tracking: Gain precise control over agency and agent commissions, fees, and payment plan interest rates for robust financial management.
- Automated Carrier Downloads & ACORD Forms: Effortlessly update policy data from over 300 carriers and access all Acord forms with automatic data pre-filling for efficiency.
NowCerts features, pricing, & alternatives →
Verdict: NowCerts emerges as a strong contender for the best insurance agency software, especially for agencies seeking a unified, intuitive, and secure system. Its robust features, including self-serve certificates and comprehensive commission tracking, directly address common pain points, offering a significant return on investment.
Conclusion
Ready to elevate your agency?
I know choosing the right software is overwhelming. It’s a maze of compliance features and workflow tools that all blur together, making a decision feel impossible.
But the impact of a great choice is huge. IMARC Group found that API-driven platforms lead to 22% faster claims resolution. That efficiency directly boosts your agency’s bottom line and improves client satisfaction.
So, what’s my top recommendation?
After reviewing all the options, Applied Systems is my #1 pick. It provides the most comprehensive solution for unifying operations and eliminating fragmented tools.
With industry-leading solutions like Applied Epic, it’s clear why top firms rely on them. I’m confident it’s the best insurance agency software for scaling your business.
I suggest you book a free demo of Applied Systems. See how its powerful digital suite can transform your agency’s daily workflows.
You’ll focus more on clients, not admin.
