Written by
Samantha Hirsch
Samantha has a degree in Business Administration with a concentration in Finance. She is passionate about helping others understand what she has learned through having an organizational business of her own. She shares her business experience and knowledge to help companies improve employee engagement, management, and business development.
Samantha has a degree in Business Administration with a concentration in Finance. She is passionate about helping others understand what she has learned through having an organizational business of her own. She shares her business experience and knowledge to help companies improve employee engagement, management, and business development.
Edited by
David Ruhm
David is Connecteam's Senior Editor. With over a decade of experience as a journalist and content professional, David leads the production of industry-leading content to help professionals take their businesses to the next level. He is passionate about creating engaging, informative, and thought-provoking content that resonates with readers.
David is Connecteam's Senior Editor. With over a decade of experience as a journalist and content professional, David leads the production of industry-leading content to help professionals take their businesses to the next level. He is passionate about creating engaging, informative, and thought-provoking content that resonates with readers.
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Do you have a hard time staying organized with massive amounts of paperwork and important documents? It may be time to take advantage of technology to make your life and that of your agents easier! Here are the top 7 Insurance Agency Management Software Solutions for you to choose from!
Insurance companies and paperwork have gone hand in hand for as long as we can remember. Being an insurance agent means mountains of paperwork always need to be filled out, and if you manage to complete the stack of documents, tomorrow there will just be more.
You have a million things to do and paperwork is just one of those tasks. Bringing new clients, following up with claims, reaching out to clients, and more; the job of an insurance agent is never-ending.
For insurance agencies to run smoothly and efficiently, it’s important they use the right software to streamline daily operations and digitize nearly every part of their business. A management system will not only free up your time to be able to focus on the bigger picture, but it will also eliminate human error, ensure all paperwork is correctly filed and easy to locate, track your tasks, and so much more.
If you don’t have the time to read through our research, jump down to our quick comparison table.
Our Top Picks
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Best all-in-one insurance agency management software.
Learn more Start for free
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Good for managing client relationships.
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Good for managing workflows.
Why trust us?
Our team of unbiased software reviewers follows strict editorial guidelines, and our methodology is clear and open to everyone.
See our complete methodology
25
Tools considered
16
Tools reviewed
7
Best tools
chosen
What to Look For in a Insurance Agency Management Software Solution
- Client database to easily find the client data to reach out to them when needed
- Digital document management which includes all forms and documents needed for client and internal use, eliminating the possibility of losing important paperwork
- Task management so agents in the field can see what appointments have been scheduled and what needs to get done
- Employee engagement features to promote morale and increase productivity
- Marketing automation so you can focus on the bigger picture
- Reporting and analytics so you can measure the productivity of field agents along with hundreds of other reporting features
- Easy to use, so agents can begin consolidating all data onto the app from day one
- Simplified internal communication including chat features and an internal directory
- Commission tracking so agents can know exactly what they can look forward to without the possibility of human error
The 7 Best Insurance Agency Management Software Solutions of 2024
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Connecteam — Best all-in-one insurance agency management software
Using Connecteam’s insurance agency management software, you will be able to simplify all daily operations while easily and efficiently managing all your agents and remote freelancers.
Because agents are usually in the field, Connecteam offers the best fully customizable digital audits, forms, and reports so your agents have access to all necessary documents directly from their phones. Agents can even include images, videos, voice recordings, and text for legal and reporting purposes. For example, if you have an agent filing a WC Audit, they can include images of the hazardous site or injuries present on the employee.
Digital forms and checklists are available even when your employees are on the go. Eliminate messy handwriting and losing important documents by storing all documents digitally. All data is stored securely within the software to ensure the highest level of privacy.Not only is the day-to-day management streamlined with Connecteams insurance agency software, but also employee morale. The social feed can be used to share any important updates or events happening and admins can even recognize and reward agents publicly for their accomplishments. Celebrate employee milestones, birthdays, and any other event worth public praise.
Connecteam also offers a free for life plan – Join Connecteam!
Key Features
Attach images, videos, voice recordings, and text
Digital events and newsletters
Digital time clock
Quick tasks and checklists
Automated reminders and notifications
Employee scheduling
In-app communication
Employee training and onboarding
Timesheet and payroll management
Pros
Great customer support
Easy to set up and implement
Affordably priced for any size team
Seamless integration with QuickBooks and Gusto Payroll
Desktop, mobile, and kiosk access
Cons
The free plan is only applicable up to 10 users
Pricing
Free-for-life plan availablePremium plans start at $29/month for 30 users
14-day free trial, no credit card required
Start your free trial
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Applied Epic — Good for: Client relationships management
Applied Epic allows insurance agents to gain better visibility across their entire business. They boast that through their integrated software, companies will be able to manage client relationships, grow sale opportunities, get insights into the market, simplify accounting, reporting, daily business processes, policies and benefit administration. Through their automated policy information transfer with insurers, you can get everything done all on one software platform instead of having to use several to complete a task. They also provide document management and organization, as well as text messaging to easily connect with clients.
Key Features
- Claims management
- Client contact management
- Document management
- Policy Management
Pros
- Useful reporting
- Lead management
Cons
- Hard to learn and implement
Pricing
Contact vendor for price Trial: No Free Plan: No
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TLD CRM — Good for: Workflow management
Available on
- Web
Total Lead Domination (TLD) allows insurance agencies and call centers to run several aspects of their business. Their software allows insurance agencies and call centers to take leads and turn them into sales with a robust workflow feature. The workflow feature allows you to know when and what an employee did. You can also control what information and data your agents see. If there is sensitive information, you can choose who has access to that information. A calendar feature helps insurance agents and call centers to better manage their daily tasks and clients with call back reminders, appointment setting and events. Their automated reporting assists in detailed data analysis while allowing you to control expenses.
Key Features
- Workflow feature
- Lead generation
- Calendar
- Automated reporting
Pros
- Good customer service
- Mostly for sales and lead generation
Cons
- Extremely pricey
Pricing
Starts at $75/user/month Trial: No Free Plan: No
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Vertafore AMS 360 — Good for: Document management
Available on
- iOS
- Android
- Windows
- Mac
AMS 360 stores all information in their digital cloud and is an insurance management solution that allows freelance agents, brokers, small and large businesses to manage their workflows, customer retention and renewals. In essence, they provide document management, task management and workflows. In addition, you can also manage risk factors and regulatory transactions.
Key Features
- Document management
- Forms management
- Task management
- Mobile access
Pros
- Good reporting capabilities
- Good form management
Cons
- Users report that it’s extremely difficult to use
- Users report that the service is very pricey
Pricing
Pricing is not publicly available Trial: No Free Plan: No
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BriteCore — Good for: Case & claim management
Available on
- Web
- iOS
- Android
BriteCore offers services that help with employee management as well as client retention. Some of the services they offer include policy management, billing, claims management, regulatory and financial reporting. In addition, there is also a portal for your agents, for policyholders and insurers– with permission based access, so only those with permission can view sensitive information. Lastly, they provide a BI and analytics dashboard to help insurance companies make more informed data driven decisions.
Key Features
- Broker/agent portal
- Case & claim management
- Customer portal
- Document management
- Electronic claims
Pros
- Mobile access
Cons
- Not many automations
Pricing
Pricing is not publicly available Trial: No Free Plan: No
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Newton By Agency System — Good for: Document management
Available on
- Web
- Windows
Newton By Agency System also provides agency management with several features that help streamline daily operations. Some of the features they provide include document management, accounting, account management, automated marketing features, renewal management. They also provide different portals for agents, clients and producers– that way no one can access sensitive information they don’t have permission to view. Furthermore, insurance companies can even analyze data and track sales. There is also a client mobile app so clients have access to their information anytime and anywhere.
Key Features
- Claims management
- Document management
- Contact management
- Insurance policy management
Pros
- Feature loaded
Cons
- Hard to use & requires training
- Expensive
Pricing
Starts at $185/user/month Trial: No Free Plan: No
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Jenesis Software — Good for: Insurance policy management
Available on
- Web
- iOS
- Android
- Windows
- Mac
Jenesis offers insurance agency management software that assists agents in better managing clients and simplifying daily operations. Some of the features included with Jenesis Software are form creation, images and scanning to eliminate unnecessary paperwork, send digital files, automated reminders and notes, reporting, receipts and payment, a built in insurance comparison rater, electronic signatures, email integrations and marketing management. Their main focus is on automated marketing and improved client communication.
Key Features
- Claims management & tracking
- Contact management
- Customer portal
- Document management
- Insurance policy management
- Automated marketing
Pros
- Easy to use
Cons
- Users report some software bugs
- Expensive for large teams
Pricing
Starts at $125/user/month Trial: No Free Plan: No
Compare the Best Insurance Agency Management Software Solutions
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3.5 |
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4.4 |
4.7 |
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| Free Trial | yes
| no
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| Free Plan | yes
| no
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| no
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What Is Insurance Agency Management Software?
Insurance agency software helps businesses optimize existing processes to effectively run all operations. The software helps to track insurance policies, improves agent productivity, and gives agents access to client data.
The software also helps maintain client communication, appointment scheduling, e-signatures on documents and forms, and business reporting.
How Does Insurance Agency Management Software Work?
The top insurance agency management software works by consolidating all data into one app to be used by insurance agents on the go. The app will include easy-to-use features for agents to access client data, needed forms and documents, appointment scheduling and reminders, and more, all in one place. The data can be accessed in real-time making it convenient for agents to use while in the field.
Benefits Of Using An Insurance Agency Management Software Solution
- Accurately Track Employee Hours
Because most agents are rarely behind a desk and usually on the go it’s crucial to accurately track your employees’ hours. By doing so, you save time and money when it comes to processing payroll.
- All Important Documents On One Software
A robust insurance management software will be a great solution for storing paperwork. Whether you need to securely store forms, audits, policies, or client contacts; an insurance agency management software stores all paperwork digitally and securely.
- Create Forms and Documents With a Touch of a Button
With a robust insurance agency management software solution, like Connecteam, you are able to create fully customizable forms for your agents to use on a daily basis. Connecteam also provides read & sign forms with an attached electronic signature for reporting and legal purposes.
How Much Does Insurance Agency Management Software Cost?
There are insurance agency management systems available like Connecteam, and other models that charge per user per month. The per user model generally ranges from $85 to $300 monthly, making it quite expensive over a few months.
The best insurance agency management systems doesn’t need to cost the most. Connecteam has all of the features needed to seamlessly manage insurance agents in the field, completely free for up to 10 agents, or at the low price of $29/month depending on the chosen package.
FAQs
What features do I need most from an insurance agency management software?
The best insurance agency management software solutions have robust forms and reporting features. These are the main features your agents will be using on a daily basis.
Do all insurance agency management systems charge per user?
No, not all do. For example, with Connecteam, not only do they provide a free version for the first 10 users, but all plans are a fixed price for the first 30 users. It’s important to do your research, read all the fine print, and double-check for any hidden fees when signing up for insurance agency management software. Additionally, before choosing a software solution, take advantage of free trials to ensure it’s the right solution for your insurance agency.
Is insurance agency management software difficult to use?
Definitely not! In fact, they should be as user-friendly and intuitive. These software solutions are not meant to slow you down. These software solutions should be super easy to use and not require much training so you can focus on the bigger picture.
The Bottom Line On Insurance Agency Management Software Solution
In order to best decide which insurance agency management software is right for you, it’s crucial to determine what features you will be needing to better manage your team, agents, and clients.
Some of the insurance agency management systems listed above differ in terms of client and employee management, while others focus their features on marketing, client retention, or scaling businesses.The Connecteam insurance agency management software allows insurance agencies to better manage their remote agents all from one place. You can also easily and efficiently manage all your daily operations, internal communication, policies and reporting, training, and events. The Connecteam insurance agency management software provides insurance agencies with an all-in-one solution to run their business more efficiently and smoothly.
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