Insurance Agency Software
Best Insurance Software for 2025
Agency management, CRM, and commission tracking for insurance professionals. Compare 8 platforms.
1
Applied Epic
Industry-leading agency management system for P&C and benefits.
Custom
Enterprise
4.3(1850)
•Best for: Large agenciesPolicy managementClient portalAccountingMarketingAnalyticsIntegrations
2
HawkSoft
User-friendly agency management for independent agents.
$89/mo
Per user
4.6(1200)
•Best for: Small to mid-size agenciesClient managementPolicy trackingWorkflowsReportingMobile app
3
AgencyBloc
CRM and commission tracking for life and health agencies.
$70/mo
Per user
4.5(680)
•Best for: Life and health agenciesCRMCommission trackingWorkflowsMarketingReporting
4
EZLynx
Comparative rating and agency management platform.
$100/mo
Per user
4.2(980)
•Best for: Personal lines agenciesComparative ratingAMSClient centerMarketingRetention
5
NowCerts
Modern cloud-based agency management with AI features.
$49/mo
Per user
4.7(420)
•Best for: Tech-forward agenciesPolicy managementAI assistantE-signaturesClient portalAnalytics
6
AgencyZoom
Sales automation and CRM for insurance agencies.
$79/mo
Per user
4.6(560)
•Best for: Sales-focused agenciesSales CRMAutomationPipeline managementReportingIntegrations
7
Vertafore AMS360
Enterprise agency management with workflow automation.
Custom
Enterprise
4.1(1450)
•Best for: Large enterprise agenciesPolicy managementAccountingWorkflowsAnalyticsIntegrations
8
Radiusbob
Simple CRM for insurance agents with VoIP and automation.
$34/mo
Per user
4.4(340)
•Best for: Solo agents and small teamsCRMBuilt-in phoneAutomationEmail marketingLead management