Zuzanna Pajorska

The Best Insurance Agency Management Systems You Must Know 2024

In the fast-evolving landscape of insurance, finding the ideal insurance agency management systems can unlock higher efficiency and better client service. Our comprehensive overview of 2024’s top insurance agency management systems will help you evaluate your options based on crucial factors like user-friendliness, integration capabilities, and robustness to enhance your agency’s performance.

Building a new application or extending your development team?

🚀 We're here to assist you in accelerating and scaling your business. Send us your inquiry, and we'll schedule a free estimation call.

Estimate your project

Key Takeaways

  • Comprehensive insurance agency management systems like Applied Epic and AMS360, specialized platforms like AgencyBloc and Jenesis, and cloud-based solutions such as NowCerts and QQCatalyst and open source tools like Openkoda offer varied features for different agency needs, emphasizing the importance of CRM, automation, and seamless carrier connectivity.
  • An effective management system must provide robust policy management, a 360-degree CRM view, data security, and built-in analytics, and agencies should evaluate systems based on customer reviews, scalability, and pricing to suit their specific operational needs and growth strategies.
  • The insurance agency management system industry is evolving with emerging trends like AI, predictive analytics, IoT, AR, and cloud-based platforms, which are set to improve customer interactions, risk monitoring, and provide greater flexibility and scalability for agencies.

Top Insurance Agency Management Systems for Streamlined Operations

Navigating the countless insurance agency systems can be daunting for independent insurance agents. Yet, the right choice of insurance agency management software (AMS) can empower your insurance business with unparalleled efficiency and client relationship enhancements.

From automating processes to improving sales performance, these management systems are revolutionizing how insurance agencies operate and how insurance agents serve their clients.

By comparing other agency management systems, you can make an informed decision that best suits your agency’s needs.

Let’s delve into the best insurance agency management systems that are redefining industry standards.

insurance agency software solutions

Open Source Tool: Openkoda Insurance Agency Management System

At the forefront of innovation, the Openkoda Policy Management System is an AI-powered tool that is revolutionizing the way insurance business is managed.

Highlights of Openkoda include

  • A bespoke platform designed to meet the evolving needs of the insurance industry
  • The capability to refine and enhance operational workflows
  • Options to add custom functionality based on unique business requirements
  • Complete control over policy management
  • An all-in-one toolkit that’s ready to use
  • Freedom from vendor lock-in
  • No pricing based on number of users
  • AI Companion

Openkoda gives insurance companies and insurance brokers complete control over policy management, allowing agents to streamline their workflow.

With a customizable interface, Openkoda’s comprehensive dashboard provides instant access to key metrics for monitoring and detailed analysis.

In addition, Openkoda introduces an efficient document management system that effortlessly organizes documents prevalent. This feature enhances regulatory adherence, reduces the likelihood of human error, and elevates the standard of customer care by optimizing the management of documentation.

Going one step further, Openkoda incorporates an AI module that assists in the creation of personalized emails to customers. This approach ensures that communications are timely, relevant, and tailored, improving the overall customer experience and building stronger relationships.

In addition, the system provides smart alerts that notify users of important updates, due dates, or any irregularities in operations. These alerts can be personalized to meet the specific needs of each agency.

Openkoda also paves the way for the modernization of legacy systems. Moving from old, inefficient systems to this advanced technology increases process efficiency through faster operations and higher levels of automation.

It is a ready-to-use open source tool, try it today.

openkoda software solutions for insurance industry

Comprehensive Solutions: Applied Epic and AMS360

For agencies seeking a comprehensive suite of tools, Applied Epic and AMS360 stand out as all-in-one solutions. Applied Epic excels in managing client relationships and sales opportunities, offering an integrated approach to policy and benefit administration, document management, claims management, and seamless communication via text messaging with clients.

AMS360 modernizes insurance distribution by simplifying essential workflows, automating manual processes, and ensuring seamless carrier connectivity.

Specialized Platforms: AgencyBloc and Jenesis

Life and health insurance agencies have unique needs, which specialized platforms like AgencyBloc and Jenesis are designed to address. AgencyBloc enhances operations with CRM functionality, email marketing integration, and automated workflows, while Jenesis offers a built-in rating system for immediate quoting and carrier integration, optimizing operations for industry-specific requirements.

Cloud-Based Innovators: NowCerts and QQCatalyst

The cloud-based innovators, NowCerts and QQCatalyst, harness the power of cloud technology to provide accessible and feature-rich insurance software. NowCerts delivers AI-powered tools and carrier downloads for policy updates, facilitating smooth transitions from other systems.

QQCatalyst’s user-friendly platform integrates customer relationship management (CRM) and marketing automation, ideal for smaller agencies aiming for growth and improved client experiences.

insurance agency management software

Essential Features of an Effective Insurance Agency Management System

The effectiveness of an insurance agency management system hinges on certain key features.

These include:

  • Robust policy management capabilities
  • A comprehensive CRM for a 360-degree view of the customer
  • Data security adherence
  • Built-in analytics for visibility into key performance indicators
  • Document managemet systems
  • Customization options
  • Reports builder
  • Personalized and automated messaging
  • Integrations with exsiting systems
  • AI-driven functionalities

Customizable dashboards of insurance software further empower agencies to tailor their management systems to their specific operational needs, using reporting tools to enhance their insights.

Criteria for Evaluating Agency Management Systems

When evaluating insurance agency management systems, customer reviews, company size, and pricing models, customization options are pivotal factors.

Reviews not only influence consumer trust but also impact an insurance management system’s online visibility and search rankings.

Insurane companies should also consider the system’s scalability and the value it offers for its price to ensure a good fit for their agency’s size and budget.

Customer Perspectives

Customers praise insurance agency management software for automating daily tasks, saving time for client-facing work, and enabling more personalized communication woth clients.

These systems are instrumental in helping to manage client relationships and client retention. However, occasional reliability issues, especially after system updates, can pose challenges.

Key Statistics About Insurance Agency Management Systems in 2024

In 2024, the insurance agency management systems market continues to evolve with a significant focus on enhancing efficiency, streamlining operations, and boosting productivity through technological innovation.

A comprehensive suite of tools and technologies, AMS is designed to empower insurance agencies by integrating disparate functions into a cohesive ecosystem, enabling better policy management, client communication, and financial management.

The insurance agency software market size is projected to reach USD 6248.2 million by 2030, growing at a CAGR of 7.0%​​.

Several AMS solutions are gaining traction in 2024, each with its unique strengths. Systems like Openkoda, NowCerts, Jenesis, BriteCore, EIS, and Agentero are among the ones reviewed for their end-to-end cloud-based management solutions, automation capabilities, comprehensive data and document management, and customizable features tailored to the specific needs of insurance agencies and brokerages.

software tools insurance agent customer relationships crm tool

Adapting to Insurance Industry Trends: The Future of Insurance Systems

Digital transformation in the insurance industry represents a paradigm shift toward more agile, efficient, and customer-centric operations.

By leveraging technologies such as AI, machine learning, and big data analytics, insurers can now offer personalized services, streamlined claims processing, and enhanced risk management.

Insurtech, which combines insurance with cutting-edge technology, has become a key element in making insurance more accessible and engaging for consumers.

In addition, the adoption of low-code/no-code platforms facilitates the rapid deployment of digital solutions, enabling companies to respond quickly to market changes and customer needs.

This transformation isn’t just about adopting new technologies; it’s about reimagining the insurance business model to thrive in a digital-first world.


This comprehensive exploration of insurance agency management systems underscores their transformative potential for insurance agencies. With the right system, agencies can achieve streamlined operations, deepened client relationships, and sustainable growth.

Frequently Asked Questions

What is an agency management systems for insurance?

An agency management system (AMS) is a software that helps insurance agencies organize their business, generate leads, and manage sales effectively. It operates as a SaaS technology.

How much does insurance agency management systems cost?

Insurance Systems can cost anywhere from $60/user/month to over $300/user/month, depending on the features required.

What is insurance management system?

An insurance management system (IMS) is a comprehensive tool that optimizes agency business processes, tracks insurance policy details, and improves agent productivity by providing instant access to client data. It includes features for end-to-end policy lifecycle management, accounting, document forms management, and reporting.

What is a CRM system in insurance?

A CRM system in insurance is a software tool that helps insurance companies manage interactions with customers, track customer data, manage leads, and automate communication with customers.

What are the primary benefits of using an insurance agency management system?

Using an insurance agency management system brings benefits such as automated tasks, improved client service, targeted communication, personalized client experiences, and strategies for high client retention rates.

We are Stratoflow, a custom software development company. We firmly believe that software craftsmanship, collaboration and effective communication is key in delivering complex software projects. This allows us to build advanced high-performance Java applications capable of processing vast amounts of data in a short time. We also provide our clients with an option to outsource and hire Java developers to extend their teams with experienced professionals. As a result, our Java software development services contribute to our clients’ business growth. We specialize in travel software, ecommerce software, and fintech software development. In addition, we are taking low-code to a new level with our Open-Source Low-Code Platform.

Building a new application or extending your development team?

🚀 We're here to assist you in accelerating and scaling your business. Send us your inquiry, and we'll schedule a free estimation call.

Estimate your project


They have a very good company culture of their own, which gives them a real edge compared to other providers.


Leading UK system integrator

They're very skilled technically and are also able to see the bigger picture.

Managing Partner

Scalable SaaS for healthcare IoT built on Salesforce platform

They've been consistently able to deliver work on time and within budget.


High performance SaaS for financial insitutions

We are seriously impressed by the quality and broader picture of anything they do for us.


Gold trading platform

testowy tekst