best insurance agency management software

Best Insurance Agency Management Systems

When people hear about insurance agencies, they think of forms, contracts, and financial documents. All this paperwork can make organizing documents quite challenging, especially when done manually. You’ve got records to keep, papers to sort out, and portfolios to oversee.

Thankfully, the industry is moving towards technologically-based software to streamline its operations. Many insurance agencies today use an agency management system (AMS) to manage their book of business. Such software allows insurance agents to achieve their goals without being hampered by piles of paperwork.

That said, there are plenty of different AMS available to insurance agencies. You want to make sure you choose the right software that fits your needs and applications. In this article, we’ll discuss the top insurance agency management systems that will greatly improve your efficiency and productivity.

What is an insurance agency management system?

An insurance agency management system is a tool that’s designed to optimize business processes. Everything you need to organize your documents is built right into the software. As a result, you get to use one application for accessing all sorts of information like policy details, commissions, premiums, and more.

An AMS software is a software as a service tool (SaaS), meaning you can store your data in the cloud and access them anytime, anywhere (provided you have an internet connection). This helps centralize data and allows agents to make informed decisions.

Having quick access to critical data helps improve agent productivity. You can also minimize errors associated with manual document management. As more insurance agencies look for ways to automate their tasks, using an AMS is a great way to systematically manage your book of business.

What are the advantages of using an insurance agency management system?

1. Track important information easily

Organizing client information is crucial to an insurance agency’s success. With an AMS in place, you can track important information like newly enrolled clients, generated leads, projected sales, and more. From there, you can identify which opportunities can lead to increased revenue per month.

Agency management systems can also automate tasks and generate reports. By analyzing data, you’re able to work smarter and leave repetitive tasks for the software to complete. A well-informed approach to business management can make a huge difference in terms of productivity and efficiency.

2. Stay on top of policy renewals

The great thing about insurance agency management systems is that you can streamline policy renewals. You can automate the reminder process by letting the software remind you and your clients that their policy is about to expire. This ensures that both the agent and the client are on top of the deadline and are informed about what needs to be done.

You can create a timeline of emails so that you can communicate with your clients effectively. For example, you can remind clients in 90 days, 30 days, and 14 days before their renewal deadline. That way, they can keep track of their policy expiration and get in touch with you as soon as possible.

3. Notify clients about policy changes

Communication is key when working with clients. You want to notify them immediately when a carrier or coverage type changes. This can be achieved using an insurance management system. By conducting a quick search of your clients, you can see which ones have been affected by a specific policy change.

From there, you can take the necessary steps to inform them about the change. Some AMS have email integration where you can send multiple emails to affected clients, thus helping to simplify the process. The emails should notify them of the upcoming changes and what you plan to do as their insurance agent.

With an insurance AMS, clients are more aware of what’s happening with their policies and you can easily navigate them throughout the change.

4. Find cross-selling opportunities

A reputable insurance agent knows how to sell their products/services to ensure their clients have full coverage. This can be achieved by using the AMS to run a cross-sell report. The report will show clients that have gaps in their coverage and what you can do to fill in those gaps.

Cross-selling policies are crucial to the success of an insurance agency as not only do they stimulate growth, but they also lead to increased customer retention. By using an insurance agency management system, you can find opportunities to cross-sell the right products and fulfill the needs of your existing clients.

5. Convert leads fast

When it comes to lead conversion, speed is of utmost importance. But the problem is that it can be difficult to nurture new leads due to other tasks like client enrollments, onboarding, and quoting. This is where an insurance AMS will come in handy to facilitate the lead conversion process.

The new clients will fill up a form where they’ll enter information like their contact number and their insurance inquiries. The assigned agent or team is then notified of the new lead to follow up with the client’s inquiries.

Nurturing a lead requires a significant amount of time and effort. When you respond to their requests quickly, you’ll have a greater chance of converting new leads into long-term clients.

Best insurance agency management systems

With so many insurance agency management systems available, picking the right one for your business might seem like a daunting task. Thankfully, we’ve narrowed down the best AMS software to help you make an informed decision. These insurance agency management systems will help automate your workflow, enhance relationships with your clients, and set your business for future success.

Applied Epic

Many insurance agencies are familiar with Applied Epic as it’s one of the most popular insurance AMS out there. It’s a powerful tool that is packed with all the technology and features you need to automate your book of business. Applied Epic’s straightforward interface is simple to use and the functionality of the software is evident at first glance.

When you input data in the client information screen, it takes the data and applies it to other locations for you to view. You’re able to customize columns to show relevant information which is super helpful for simplifying your workflow. You also can adapt, automate, and reassign the most frequently used workflows so that users can stay consistent with the process management.

Applied Epic is an amazing platform that’s backed by strong customer support and an Applied community that’s ready to help you if you encounter any issues.

AMS 360

AMS 360 offers end-to-end solutions that will help insurance agencies unlock the power of data and streamline their day-to-day operations. Users can pick different actions right from the customer’s file like signing, emailing, or printing. The interface is user-friendly and the software itself allows you to think outside the box and become more efficient with your workflow.

The functionality of AMS 360 includes customizable dashboards, comprehensive reports, guided workflows, and massive integration opportunities. The agency team can view client information with just a click of a button, allowing you to stay on top of your client’s needs.

Carrier underwriting requirements are handled by the software’s ability to copy and update current submissions. Overall, AMS 360 is a feature-rich tool that nails down the essentials to help you streamline your tasks.


QQCatalyst is an insurance agency management software that comes from the same company that made AMS 360. As expected, the software is packed with features that’ll drive profitability to your business. When compared with AMS 360, QQCatalyst emphasizes client relationships to help you build long-lasting connections.

The layout is clean and simple which helps with keeping your workflow organized. You can track customer emails, text messages, renewals, and other important data. There are step-by-step prompts to ensure you’re getting the right information the exact moment you need it.

The dashboard can be modified according to your preference. You can also merge folders and upload several files simultaneously. Being able to run detailed reports gives you greater insight into your client’s needs, thus opening up opportunities for cross-selling your products.

The abundance of training videos is a huge plus as it allows you to train your whole team in using the software efficiently. With a modern interface and a complete feature set, QQCatalyst is perfect for agencies that have a large customer base and want to track their data accurately.


Tigerlab offers a complete feature set that insurance agencies need to manage their book of business efficiently. From policy management and commission calculation to reporting and underwriting automation, Tigerlab has all the tools for you to build a successful insurance business.

The software’s fully integrated accounting system lets you manage receivables and other accounting ledgers. With automated policy management, you can keep track of the entire policy lifecycle. You can look into policy renewals, insurance quotes, and even underwriting processes.

With Tigerlab, you can customize the software exactly how you want it. Even without IT support, the AMS is self-configurable to adapt to your changing needs. The interface is highly intuitive and saves you time from learning how to navigate the software. If you’re looking for a comprehensive tool that can automate your core tasks, then Tigerlab is an excellent choice.

Jenesis Software

Jenesis Software is an AMS tool that’s built with speed and efficiency in mind. The software performs great in terms of agency management, policy servicing, and more. Everything you need is displayed on one screen where you can view policies, limits, and client information.

An insurance agency must organize its client’s portfolios to maintain proficiency. With Jenesis, you can keep track of the important details all in one place. When a client asks for questions, you can find the correct answers by searching their insurance history within the software. Pull up the right information and recommend the ideal product/service for their needs.

Jenesis Software has been in the industry for more than two decades, so it’s safe to say that its client support is well-established. Built by an insurance agent, you can feel confident knowing that this AMS has the right tools to automate your daily processes and optimize your book of business.


There’s more to an insurance agency management system than just automating processes. An AMS is a powerful tool that enables you to scale your business and strengthen your client relationships. You must choose the right software for your needs so that you can utilize it to its full advantage.

With the right AMS in place, you’ll be able to find opportunities that you wouldn’t see when managing your business manually.

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