Top Insurance Agency Software Picks: Streamline Operations

A recent survey revealed that 88% of insurance agencies cite outdated processes as a major obstacle to growth. This is where insurance agency software becomes a game-changer. Insurance agency software is designed to streamline operations and help agencies manage client data, automate processes, and compete effectively in the insurance market. From handling policy renewals to tracking claims, insurance software equips agencies with the capabilities to work smarter, not harder.

Choosing the right insurance software is not just about enhancing efficiency—it’s about fostering growth, improving decision-making, and building stronger client relationships. This blog explores the key benefits of software solutions for the insurance industry, the challenges they can solve, and reviews some of the best insurance agency management systems. 

Key takeaways

• Insurance agency software makes daily operations easier by automating repetitive tasks, saving time, staying compliant with industry regulations, simplifying reporting, and reducing administrative work.
• Features like automated notifications and self-service portals enhance communication with clients, making their experience more convenient and satisfying.
• Platforms like First Connect, Zoho CRM, and Salesforce streamline workflows to enhance efficiency and help agencies excel in a competitive market.

What is insurance agency software?

Insurance agency software is designed to simplify the daily operations of insurance professionals. It helps agencies manage policies, handle claims, and organize client data. Unlike generic management tools, software for insurance companies is built to address the specific needs of insurance agencies.

An insurance software brings all your tasks into one place with the help of advanced technology. For example, agents can use technology to track claims, manage commercial lines, generate quotes, and update client records through a single platform. Many systems also automate repetitive tasks like sending renewal reminders or flagging overdue payments. This reduces errors and saves valuable time.

Another key feature is integration. Insurance software for agents often works alongside CRM or accounting systems, ensuring all your data stays connected and accessible. Advanced features like reporting and analytics offer useful market insights, helping agencies make smarter decisions.

With everything streamlined and centralized, the best insurance agency software enables agents and companies to spend less time on admin work and more time building client relationships.

Insurance agency software benefits

Integrating insurance business software brings significant advantages to agencies looking to streamline operations, improve client satisfaction, and maintain regulatory compliance. Let’s overview the key benefits of adopting such software for your agency.

Greater operational efficiency

Insurance software automates repetitive tasks such as data entry, policy renewals, claims management, and payment reminders. By reducing manual work, it saves time, minimizes errors, and allows agents to focus on strategic growth initiatives. Integrated systems also enable real-time data management, ensuring transactions like claims, premiums, and commissions are handled accurately and efficiently.

Improved organizational control

With all client records, policies, and financial data stored on a centralized platform, insurance software enhances organization. Agencies can access information instantly, simplify workflows, and improve communication. This centralized system ensures smoother decision-making and faster response times.

Enhanced customer satisfaction

Clients expect fast, clear communication. Insurance software for insurance agents ensures this by automating customer notifications, providing real-time updates, and allowing customers the access to self-service portals.. These features improve transparency and build stronger client relationships.

Reliable regulatory compliance

Staying compliant with ever-changing regulations is a top priority for insurance agencies. Insurance management systems have built-in compliance tools that facilitate accurate record-keeping, audit-ready reporting, and adherence to tax and legal requirements. Advanced reporting features help agencies adapt quickly to regulatory changes, reducing risks and ensuring smooth operations.

Smarter business insights

Insurance software provides advanced analytics tools that monitor performance, identify trends, and offer valuable insights into client needs and agency operations. These data-driven insights help agencies optimize workflows, tailor services, and make informed decisions to drive growth.

Simplified financial processes

Handling premiums, claims, and commissions can quickly overwhelm without the right tools. Specialized accounting software for an insurance agency simplifies these tasks by providing real-time data management and detailed reporting. Features like online payment processing and support for managing multiple companies ensure accurate financial tracking and reporting. This reduces errors and increases productivity, helping agencies maintain their edge in the market.

Top 7 growth-focused software solutions for insurance companies

Insurance agencies need software specifically to handle the unique challenges of their operations, be it policy management or customer engagement. It allows businesses to fulfill their market demand and set their pathway towards success or failure.

Below is a list of the best-known insurance software, their features, and how they address specific needs. 

Applied Epic

Applied Epic is a comprehensive agency management platform designed to streamline operations for P&C and Benefits agencies. It provides a unified customer view across all roles, locations, and lines of business, enabling agents to manage relationships, sales opportunities, and policy administration efficiently.

The platform supports financial accounting, reporting, market search, and quoting, delivering essential tools for every stakeholder to succeed in the insurance market. Built on an open, scalable architecture, Applied Epic integrates with third-party applications, fostering adaptability and growth. It reduces operating costs, enhances productivity, and improves insurer relationships to help agencies achieve greater insights, employee satisfaction, and long-term profitability.

Key features

• Monitors and manages tasks to ensure seamless operations.
• Simplifies and tracks commission calculations for agents and stakeholders.
• Stores, retrieves, and manages documents efficiently for better record-keeping.
• Handles all aspects of policy administration from issuance to renewal.
• Generates accurate quotes and estimates quickly to improve customer satisfaction.
• Automates and optimizes processes for improved efficiency and productivity.
• Oversees policy details and ensures compliance with regulatory standards.

EZLynx

EZLynx offers an all-in-one platform tailored for growing insurance agencies. It features a comparative rater, agency management system, reporting tools, and a customer portal to simplify policy management. The EZLynx Rating Engine provides real-time personal line quotes from hundreds of carriers across 48 states, enhancing speed and efficiency.

Furthermore, the EZLynx Management System organizes client and policy data to improve customer retention and support new business acquisitions. With streamlined document handling and remarketing tools, EZLynx helps agencies focus on growth, enabling them to reach their full potential and positioning itself as a reliable and productive partner.

Key features

• Streamlines claim processing for efficient resolution and accuracy.
• Simplifies tracking and managing agent commissions effectively.
• Organizes, stores, and retrieves documents effortlessly.
• Allows you to oversee and administer insurance policies from issuance to renewal.
• Manages policy details while ensuring compliance.
• Generates accurate quotes and estimates quickly for better customer service.

HawkSoft

HawkSoft has been a trusted property and casualty insurance agency management system since 1995. It offers intuitive workflows that enhance efficiency without compromising the experience for staff and policyholders. HawkSoft provides all core features needed to manage, grow, and measure your agency’s performance while supporting API integrations with leading service providers. 

As an independently owned platform, HawkSoft enables agencies to streamline operations and confidently expand their technology stack. This makes it a reliable partner for independent insurance professionals seeking growth and innovation.

Key features

• Streamlines claim handling for faster and more accurate resolutions.
• Simplifies commission tracking and management for agents.
• Centralizes and organizes contact information for easy access.
• Manages, stores, and retrieves documents efficiently.
• Administers insurance policies seamlessly from issuance to renewal.
• Quickly generates accurate quotes and estimates to improve service delivery.

Jenesis Software

Jenesis is a comprehensive platform for independent insurance agencies, streamlining various operations to enhance efficiency. With its robust agency management system, Jenesis covers essential functions such as policy management, quoting, CRM, and reporting. Its intuitive interface and customizable workflows ensure users can tailor the system to their needs. 

As a web-based solution, Jenesis offers flexibility for remote work, seamless collaboration, and superior client service. Additionally, Jenesis provides website design and digital marketing services, making it an all-in-one solution that supports insurance agencies’ operational and marketing needs.

Key features

• Tracks activities and tasks to ensure smooth operations.
• Manages and streamlines claims for faster resolution.
• Simplifies tracking and management of commissions.
• Organizes and maintains contact information for easy access.
• Stores, manages, and retrieves documents efficiently.
• Administers insurance policies from start to finish.
• Handles all aspects of policy management with ease.
• Generates accurate quotes and estimates quickly.
• Optimizes and automates workflows for improved efficiency.

​​First Connect

First Connect (FC) is a platform designed to help independent insurance agents access a wide range of carriers across both commercial and personal lines. It simplifies market access, enabling agents to expand their book of business efficiently. The platform enhances workflow, boosts client engagement, and supports business growth by providing seamless access to innovative insurance solutions.

Key features

• • Provides access to multiple carriers for expanded market opportunities.
  • Streamlines workflow to improve operational efficiency.
  • Enhances client engagement with better communication tools.

• Optimizes business growth through innovative solutions.

Zoho CRM

Zoho CRM for insurance agencies focuses on customer relationship management. It helps agencies track client interactions, manage leads, and provide personalized service at scale. Zoho CRM’s automation features ensure that agents never miss a follow-up and can easily manage large volumes of prospects and customers. By automating repetitive tasks, the platform allows agents to focus more on relationship-building and less on administrative work.

Key features

• Tracks client interactions and manages leads for better customer engagement.
• Automates follow-ups and repetitive tasks to enhance productivity.
• Organizes and maintains customer data for seamless service delivery.
• Improves workflow efficiency by integrating with other business tools.

Salesforce

Salesforce for Insurance offers a comprehensive suite of tools that help insurance agencies grow. Its cloud-based system combines customer data, marketing automation, and analytics in one place. Salesforce helps insurance agents better handle their clients’ needs by offering personalized products and managing renewals efficiently. Automating time-consuming processes allows agencies to focus on what’s important: increasing revenue and expanding their customer base.

Key Features

• Centralizes customer data for a unified view of client interactions.
• Automates policy renewals and administrative processes.
• Enhances marketing and sales efforts through data-driven insights.
• Supports scalable growth with advanced analytics and automation.

Tips for choosing the best insurance agency software to enhance your team’s capabilities and promote growth

Selecting the right insurance agency software can significantly impact your agency’s efficiency and growth. The right software should help streamline operations, improve client service, and align with your business objectives. 

Here are the top tips given by First Connect’s experts for choosing the best insurance agency software.

Assess your agency’s needs

Start by understanding your agency’s unique requirements. Consider workflows, the policies you handle, and the size of your operation. Aligning your selected software with your agency’s needs ensures you select the most suitable software.

Choose scalable solutions

The software you choose should support your business as it grows. Look for a solution that can scale to accommodate new users and increase data needs, supporting your agency as it expands.

Prioritize user experience

A user-friendly interface makes adopting the software easier for your team. Choose software with an intuitive design to minimize the learning curve, helping your team get up to speed faster.

Focus on customer support

Look for providers with strong customer support. Responsive service will help you troubleshoot issues quickly and ensure smooth software operation. Furthermore, it also allows you to strategize for your sales and marketing needs effectively. 

Check for reporting and analytics features

The software should offer valuable insights into your agency’s performance. Reporting and analytics tools track key metrics, analyze trends, and make informed decisions to guide growth.

Leverage cloud-based accessibility

Cloud-based software offers key advantages, including remote access and cost savings. It lets your agency manage accounting records securely 24/7 from anywhere, simplifying information management. The cloud-based interface also allows you to set access levels, ensuring data security and enabling collaboration across your team.

Automate manual processes

Automation in accounting software reduces manual tasks, improves accuracy, and saves time. Features like automated invoice creation, expense tracking, and policy-specific accounting streamline processes, leading to better cash flow management.

Integrate with other tools

Integrating your insurance agent software with CRM and ERP is important for smooth operations. It reduces errors and simplifies workflow, giving you a unified solution for managing your business.

FAQ

Want to know more about selecting the best insurance agency software to support your agency as it grows? Here are some frequently asked questions:

How much does an insurance agency management system cost?

The cost of an insurance agency management system (AMS) varies based on features and agency size. Basic systems may cost between $60 and $300 per user monthly, while more advanced systems with added functionalities such as automation and reporting may be more expensive. Some AMS providers offer pricing based on the number of users or specific service tiers.

Do all insurance companies use Xactimate?

Xactimate is widely used in the insurance industry, particularly by insurers handling property claims. However, not all insurance companies use it. Xactimate is known for providing accurate cost estimates for building repairs and is a preferred tool for many large insurers. However, smaller companies or those specializing in other areas of insurance may choose different insurance software products that align better with their specific requirements.

Which apps do insurance adjusters use?

Insurance adjusters commonly use insurance brokerage software like Xactimate, Mitchell, Snapsheet, and ClaimXperience to manage their tasks. These software insurance apps assist adjusters in assessing damage, generating estimates, and managing claims. They also streamline documentation processes, allowing adjusters to work efficiently while on-site and access data in real-time, which helps speed up the claims process and reduces administrative workload.

What databases do insurance companies use?

Insurance companies generally rely on specialized databases designed to handle large volumes of policyholders, claims, and financial data. Relational databases such as Oracle and Microsoft SQL Server are frequently used for core operations. Many insurers now turn to cloud-based databases for enhanced scalability, security, and integration with various tools. Additionally, insurers may implement third-party databases for tasks such as underwriting, risk management, and customer service.