Agency Management Systems
The system of record for an insurance agency: policies, clients, carriers, and commissions in one place.
How This Category Works
An agency management system (AMS) is the core record-keeping system for an insurance agency: client and policy data, carrier connections, commission tracking, and document storage. Most other agency software, from CRMs to rating engines, is built to sync with whichever AMS an agency already runs.
Agencies rarely replace their AMS casually: migration is disruptive, and contracts, commission history, and client records all have to move cleanly. That makes the “what to look for” list below matter more here than in almost any other category.
Featured Products
agency management systems
Applied Epic
Applied Systems' flagship agency management system, built for mid-market to enterprise brokerages managing every line of business in one platform.
comparative raters
EZLynx
A browser-based agency management and comparative rating platform for independent agencies, acquired by Applied Systems in 2021.
agency management systems
HawkSoft
A full-featured agency management system for independent P&C agencies, with flat, published per-user pricing.
What to Look For
- Carrier and rating connections for the lines of business you actually write
- Whether pricing is transparent or requires a custom quote
- Data export and migration terms if you ever need to leave
- Depth of integration with the CRM and rating tools you already use