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AgencyZoom

An insurance sales and service CRM, acquired by Vertafore in 2021, built around pipelines, automation, and AMS sync.

Best for: Independent agencies that want a dedicated sales and service pipeline layered on top of their existing AMS.

tiered

Applied Epic

Applied Systems' flagship agency management system, built for mid-market to enterprise brokerages managing every line of business in one platform.

Best for: Mid-market to enterprise brokerages that need to manage the full customer lifecycle, across every line of business and office, in one system.

agency management systems

quote based

Better Agency

An insurance CRM built around 100+ pre-built automation campaigns, acquired by GloveBox in December 2024.

Best for: Life and health agencies that want pre-built automation campaigns for sales, service, claims, and renewals.

insurance crm

quote based

Canopy Connect

An insurance data intake platform that pulls verified policy data directly from carriers, or extracts it from uploaded documents, in place of manual intake forms.

Best for: Agencies that want verified current-carrier policy data at the point of quote or renewal instead of manual intake forms or phone interviews.

client intake data collection

tiered

EZLynx

A browser-based agency management and comparative rating platform for independent agencies, acquired by Applied Systems in 2021.

Best for: Independent agencies that want agency management and real-time personal lines rating in one browser-based platform.

comparative raters agency management systems

quote based

HawkSoft

A full-featured agency management system for independent P&C agencies, with flat, published per-user pricing.

Best for: Independent P&C agencies that want a full-featured AMS with transparent, published pricing and no long-term contract.

agency management systems

per seat

InsuredMine

An all-in-one CRM for independent insurance agencies, built around sales pipelines, client engagement, and two-way AMS sync.

Best for: Independent P&C and commercial agencies that want sales, service, and client engagement in one CRM with two-way AMS sync.

insurance crm

per seat

Mav

A conversational AI platform that engages insurance leads over text and voice, qualifying them and connecting them to a licensed agent.

Best for: Agencies and carriers that want unattended, 24/7 lead engagement over text or voice before a licensed agent gets involved.

ai for insurance agencies

quote based

PL Rating

Vertafore's real-time comparative rating platform for personal lines, with data prefill and instant-bind support for participating carriers.

Best for: Independent agencies writing personal lines that want carrier-direct connections, data prefill, and the option to bind without leaving the rater.

comparative raters

quote based

QuoteRush

A cloud-based comparative rater that quotes personal and commercial lines carriers from a single entry screen.

Best for: Agencies, from small shops to larger brokerages, that want one quoting screen covering both personal and commercial lines.

comparative raters

flat rate

Salesforce (Financial Services Cloud)

Salesforce's general-purpose CRM, configured for insurance brokerages through its Financial Services Cloud insurance-brokerage edition.

Best for: Larger brokerages that already use (or want) Salesforce's broader platform and need insurance-brokerage-specific workflows on top of it.

insurance crm

per seat

TurboRater

A browser-based personal lines comparative rater, originally built by Insurance Technologies Corporation (ITC) and now owned by Zywave.

Best for: Independent agencies writing personal lines that want to quote multiple carriers from one entry screen.

comparative raters

quote based