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10 best insurance agency software your firm needs in 2024

Running an insurance business and looking for the best insurance agency software to manage the day-to-day operations of your firm? Here are our top tools.

Omid G

• 11 min read
Insurance agency software

Running an insurance agency is no easy feat. It requires you to be on top of customer communication and management, have great organizational skills, and have a deep awareness of regulations and policies.

But, with the right tools, it’s become even easier to manage the daily operations of an insurance agency. So, in this article, we’ll go over the best insurance agency software to help you create an amazing client experience for many years to come. Let’s get into it.

What is insurance agency software?

Insurance agents rely on a blend of software tools to make their business more efficient while retaining clients with a high level of customer experience.

Some of these tools include specialist insurance agency management systems and comparative raters, applications to help with customer relationship management (CRM), and marketing automation tools.

What should you look for in software for managing your insurance agency?

Specialist insurance industry management tools for risk assessment or underwriting, claims management tools, and hazard analysis software are the backbone of insurance work. However, the industry is heavily regulated and awash with sensitive information and paperwork. As such, there is a huge amount of admin and communication that must be done to provide satisfactory service.

In this article, we’ll primarily focus on the tools an insurance agency needs to run efficiently. That means things like communication and client management, as well as managing claims and agent commissions.

Let’s take a look at the features and qualities you need to consider when you’re evaluating insurance agent software.

  • Integrations: The complex nature of insurance means that businesses use dedicated tools for different areas of their workflow. Any tool that you consider for your software stack should be capable of seamless connection with your existing apps. Client data is important, and you need it to be able to move across your business.
  • Communication and collaboration: The best client portals provide a solution to a range of problems within the insurance industry. You need a secure place for your clients to talk and share information. A client portal provides you with a secure client hub for your clients to upload documents, get e-signatures, manage their claims, and more.
  • Security: The insurance industry is highly regulated, with many rules on how you should process and manage client data. Good data stewardship starts with security. Any tool you consider should have rock-solid cybersecurity credentials.
  • Workflow automation: Insurance has lots of rule-based, repetitive tasks that make it a great candidate for workflow automation. From onboarding to automated distribution of policies to automating claims management and payments, the best insurance agency software reduces manual labor and frees you up to do more impactful work.
  • Customization: Forms for onboarding or applying for insurance are a big part of the job. Tools that enable you to generate custom forms or change workflows to suit your agency are essential. So, look out for tools that offer flexibility.

10 best software for insurance agency software in 2024

Now that you know what you need to look out for when choosing insurance agency software, it’s time to take a peek at the 10 insurance agency software solutions on the market today.

Some of these tools will help insurance agents with the core work, while others are built to ensure the smooth running of their agency. All of them have a lot to offer.

So, let’s look at the best tools to help bring your insurance agency or other service business ideas to life.

Here are our top picks for the best insurance agency software:

  1. Applied Epic
  2. Better Agency
  3. Copilot
  4. Ventiv Policy
  5. Guidewire
  6. Trusty.care
  7. EZLynx
  8. Webflow
  9. Front
  10. Notion

Alright, let's take a deeper look at each tool.

1. Applied Epic

Applied Epic insurance agency management software
  • Best for: Connecting with insurance partners
  • Pricing: Varies depending on your use requirements, but start with a one-off payment of $1000 and go from there.

Applied Epic has over 40 years of experience in the insurance agency management software space. It’s an all-in-one tool for managing client records, policies, reporting, documents, and more.

There are many great features for Applied Epic users, including a CRM, sales and marketing automation, commission management tools, and open API that lets you connect to rival insurance partners for instant quotes.However, Applied Epic is not cheap, the UI is dated, and it’s got a bit of a learning curve. But it’s an excellent tool for insurance agents.

Applied Epic notable features

  • Easy to customize around your workflow
  • Excellent reporting and analytics
  • Allows insurance agents to consolidate their software stack

Applied Epic reviews

Here are what third-party review sites say about Applied Epic:

2. Better Agency

Better Agency insurance management software
  • Best for: Insurance CRM
  • Pricing: Pricing starts at $260 per month for a CRM

Better Agency offers insurance agents industry-specific agency management system (AMS) and client relationship management (CRM) software. Indeed, the CRM is incredibly powerful and comes with in-built lead scoring, a full sales pipeline, and task management capabilities.

Other interesting features of Better Agency include revenue-focused tools, marketing automation, and renewal management. When added to document generation, claim tracking, and policy management capabilities, Better Agency can do it all.

Better Agency notable features

Here are some of Better Agency’s top features:

  • Excellent, robust CRM
  • Omnichannel marketing automation
  • User-friendly but feature-dense

Better Agency reviews

3. Copilot

Copilot for agency client portals
  • Best for Client portals and client management
  • Pricing: Pricing starts at $29 per month (billed annually)

Copilot is a client-focused business management tool that helps insurance agencies automate tasks, manage leads, onboard new users, and improve customer communications.

Some of the Copilot features that will prove indispensable to insurance agencies include a modern user interface and the client portal. These features make things easier for customers by centralizing communication and offer secure document sharing and e-signatures. What’s more, it provides real-time notifications and a mobile app, meaning you won’t miss anything.

With flexible automation flows for onboarding, a billing and subscription app that helps you collect policy payments, and contract generation tools, Copilot can become the center of your operations, freeing you and your staff up to focus on delivering value to your customers.

Copilot notable features

  • Modern white-label client portal that allows users to centralize their communications
  • Flexible billing and subscription management and payment processing tools
  • Automated onboarding flows and forms to streamline new customer applications

Copilot reviews

Here’s what third-party review sites have to say about Copilot:

4. Ventiv Policy

Ventiv insurnace policy management
  • Best for: insurance policy management
  • Pricing: Custom usage-based pricing

Ventiv has been operating the insurance agency software space since the 1990s. Ventiv Policy is one of their main products. It started as a policy management solution but has since evolved into a robust tool for various elements of insurance operations.

Overall, Ventiv Policy helps break down data silos and automated workflows and helps your business stay compliant because it helps store documents for reports and audits.

However, despite an intuitive user interface, implementing the solution is complex. Add in the lack of customization and less-than-transparent pricing, and it’s clear that while this is a solid tool, it could do with some improvements.

Ventiv Policy notable features

Here are some of Ventiv’s popular features:

  • Excellent reporting and analytics tool
  • Superb document management features to secure storage and collaboration
  • Seamless integrations with a range of solutions

Ventiv reviews

Ventiv policy does not have reviews of Capterra or Software Advice. It is on G2, rated at 4.7/5 stars from 7 reviewers.

5. Guidewire

Guidewire insurance claims management
  • Best for Claims management
  • Pricing: Pricing is custom only and based on needs and requirements

Guidewire was launched over 20 years ago. Over that time, it has evolved into a suite of insurance operation tools. Guidewire ClaimCenter helps teams streamline claims processing, bring transparency, speed, and organization to an otherwise complex set of scenarios.

There is a lot to like about Guidewire. It makes claims management and processes more streamlined thanks to adaptable workflow tools and strong automation capabilities. It’s robust, scalable, and can vastly improve the efficiency of insurance claims.

However, pricing is opaque, and customers have complained that the UI should be updated and that the system can lag frequently.

Guidewire notable features

Here are some of Guidewire’s popular features:

  • Solid workflow customization tools that adapt to your processes
  • Good automation capabilities that reduce manual, rule-based tasks
  • Great reporting and analytics tools

Guidewire reviews

Here’s what third-party review sites say about Guidewire

6. Trusty.care

Trusty Care agency commission management software
  • Best for: Agent commission management
  • Pricing: Offers various modules and tiers. However, you need to reach out to them for custom prices.

Trusty.care is a relatively new player in the InsurTech space. Their stated aim is to make navigating the Medicare landscape easier for patients by supporting insurers and distributors.

Insurers can centralize client data within Trusty.care, meaning notes, follow-ups, and appointments are kept in one place.

While Trusty.care is capable of far more, it’s particularly useful for agent commission management. The reporting and commission tracking tools are solid, and they excel at reducing the complexities involved with consolidation commission with insurance carrier systems.

Trusty.care notable features

Here’s some of Trust.care’s popular features:

  • Excellent features for simplifying the complex world of Medicare
  • Super record-keeping and reporting tools to help you stay compliant
  • Good CRM with intelligent enrolment features

Trusty.care reviews

Trusty.care is a newer product and so far does not have reviews of G2, Capterra, or Software Advice.

7. EZLynx

EZLynx comparative rater software
  • Best for: Comparative rater
  • Pricing: Custom pricing based on users and add-ons

EZLynx has over 20 years of experience as a comparative rater tool. However, it has expanded its capabilities over the years, and now it’s a fully-fledged agency management system (AMS).

The biggest advantage of EZLynx is that it can make your agency more efficient. It allows you to connect and download client and policy information from multiple carriers, reducing data entry. It also automates client communications, meaning your agents have more time to spend on client-facing activities.

Once again, pricing is unclear, with EZLynx suggesting that interest parties set up a meeting. However, if you need a quick and easy comparative rater tool, EZLynx is a good place to start.

EZLynx notable features

Here are some of EZLynx’s popular features:

  • Seamlessly connects with multiple insurance carriers
  • Excellent automation tools for client communication, helping with policy renewals and marketing campaigns
  • Solid agency management tool to track sales, commissions, and valuable insights

EZLynx reviews

Here’s what third-party review sites say about EZLynx:

8. Webflow

Webflow website builder for agencies
  • Best for: Building an insurance agency website
  • Pricing: Starts at $14 per month

While Webflow was not explicitly built to solve problems in the insurance space, it can help you create a visually engaging and professional insurance agency website, which is crucial for gaining trust and credibility among potential users.

Of course, your insurance agency website needs to do more than look pretty. Webflow has your back and will allow you to add forms to request quotes and widgets for scheduling appointments.

What’s more, Webflow is no-code, meaning you can drag and drop design elements without needing web development skills. It also has a content management system (CMS) and integrates well with popular tools.

Webflow notable features

  • Drag and drop designer lets nontechnical staff create superb visual websites
  • Solid CMS to help you add blogs, resources, policy details, and more to your site
  • Payment processors that can accept recurring payments for policies

Webflow reviews

Here’s what third-party review sites say about Webflow:

9. Front

Front customer operations platform
  • Best for: Customer operations
  • Pricing: Starts at $29 per month

Running an insurance agency requires a lot of communication between clients and providers. However, without centralized omnichannel tools, your important documents, specific requirements, and even leads can get lost in the gaps. Front solves these issues by centralizing all your communications into one shared inbox.

A shared inbox helps you handle and delegate tasks easily from one place. Front also has excellent workflow automation that can trigger tasks based on communications and even provide auto-replies. With lots of integration options and superb analytics tools, Front can really help your team improve customer operations and team collaboration.

Front notable features

Here are some of Front’s popular features:

  • Communication hub offers visibility over client interactions
  • Super analytics tools to help you monitor customer success metrics
  • Enough flexibility and customization options to fit around your operations

Front reviews

Here’s what third-party review sites say about Front:

10. Notion

Notion agency knowledge base and task management software
  • Best for: Company knowledge base and task management
  • Pricing: Free for personal use, then $8 per month per user

Notion is another general tool that can help insurance agents. It’s a workplace productivity software that blends notes, calendars, databases, and task management into one easy-to-use place. It’s also a no-code tool, which means your custom builds can fit a variety of workflows.

Notion offers a lot of customization options. You can use it to build a CRM or a sales pipeline for your agency, or a system to track claims. It also allows you to store policies and keep customer details connected.

You can also take advantage of a variety of excellent templates, such as this insurance broker monitoring tool.

Overall, Notion has the flexibility for insurance agents who want to build internal and external knowledge bases, drive operational efficiency, and boost collaboration.

Notion notable features

Here are some of Notion’s popular features:

  • High level of customization helps you build around your agency
  • Great task management features that let you link databases, lists, documents, and more
  • Superb range of templates for almost any task or niche

Notion reviews

Here’s what third-party review sites say about Notion:

Conclusion

Succeeding in the insurance industry requires access to the right information, visibility over your clients, and software to centralize and automate your business processes. Our list of the best insurance agency software for 2024 gives you the tools you need to sell policies and provide a high level of customer service.

Copilot offers solutions for payments, document sharing, onboarding, and client communications, all from one space. Sign up for a free trial today to see how you can revolutionize your agency.

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