Top Insurance Agency Management Systems

Bringing new clients and growing your insurance agency is your top priority as an insurance agent. But, this can be challenging when a zillion other tasks take up your time. To ensure your agency runs smoothly and efficiently, it's critical to use the best insurance agency management system to digitize and streamline agency tasks. 

An insurance agency management system helps simplify internal communication, increases employee productivity, eliminates loss of essential paperwork and information, and saves you tons of money and time so you can focus on generating leads and growing sales. 

This guide has covered the top insurance agency management systems you can use to streamline your insurance agency's daily processes and operations.

1. HawkSoft

HawkSoft is a complete agency management system for independent insurance agencies and is the only system with a 97% recommendation rate. It allows insurance agencies to improve their operations by providing data-driven insights. This makes decision-making processes more straightforward and accurate. 

This agency management system is packed with powerful features like integration of accounting tools, agency intelligence, document management, personal and commercial workflows, carrier website integration, actional sales pipeline reports, and email marketing. 

Its Agency Intelligence feature helps agencies monitor trends surrounding them, complete agency due diligence, recognize agency performance levels, and set agency goals. Additionally, HawkSoft's Book of Business tool makes reporting and accounting easy and efficient through real-time agency data monitoring, agency performance capabilities, and agency growth insights. 

Like any other business, communication within an insurance agency is key to success. HawkSoft users are connected to carrier websites in real-time, making communication between you and the policyholders easy. 

Transmitting data and files is also streamlined, and updates will be received without any hitch. All these features help streamline your workflows, save time, increase productivity and improve your agency's bottom line.

Things to consider before purchasing HawkSoft 

• All-in-one solution for small and established insurance agencies
• Data-driven insights for faster and accurate decision making
• Agency Intelligence for monitoring trends surrounding the agency
• Expensive training course (HawkSoft University)
• Hard to navigate commercial lines

2. EZLynx

If you are an independent agency seeking to streamline workflows and expand your workflows, then EZLynx is the agency management system for you. It's suitable for all agency sizes and helps them build and maintain healthy business relationships. 

EZLynx offers a wide range of features like CRM, back-office management tools, automatic marketing that helps insurance agents strengthen their relations with customers and potential clients. This cloud-based management system stores policy documents, notes, and statements to simplify agency documentation and eliminate the need for filing cabinets. 

This agency management system is straightforward to use and will help you organize agency tasks, improve agency workflow and increase agent productivity. EZLynx's reporting tools allow you to analyze the status of your client's accounts while the client center provides your customers access to print policy documents at any time. 

Clients can request policy modifications and share confidential information safely online. EZLynx's automatic marketing feature sends personalized messages to clients, which helps keep your agency top of mind.

Things to consider before purchasing EZLynx 

• Suitable for all agency sizes
• Helps build and maintain healthy business relationships
• Eases agency documentation and eliminates the need for filing cabinets
• Longer learning curve compared to other CRMs

3. Equisoft

Equisoft agency management system builds agency business by providing agency teams one place to manage their agency and support their customers. Equisoft is a web-based agency management system designed explicitly for advisors seeking to improve agency processes, speed up agency workflow, save time and drive real growth. 

Equisoft is packed with CRM, accounting tools integration, agency website integration, document management, email marketing, and carrier website integration features, making decision-making processes easier for insurance agents. Its CRM feature provides agency teams with real-time agency data monitoring capabilities to better understand their customer base.

The dashboard feature provides agencies with fast access to critical agency information so managers can make informed decisions in real-time. It connects all stakeholders for a streamlined customer experience by providing agency staff with the tools they need to serve their customers while interfacing with carrier systems. 

Equisoft's workflow management capabilities automate and monitor processes to ensure that your agency runs efficiently. Its built-in CRM helps you build and manage customer relationships, while its mandatory documentation of every activity ensures accuracy and compliance.

Things to consider before purchasing Equisoft

• Suitable for all agency sizes
• Helps build and maintain healthy business relationships
• Eases agency documentation and eliminates the need for filing cabinets
• No 2FA to boost security
• Duplication of information caused by gateways not importing information correctly

4. NextAgency

NextAgency is an enterprise-class solution for agency management that helps health, senior, and life agencies run their business. It delivers an agency-wide system for automating workflow, managing customer interactions, and tracking critical performance data. 

Since NextAgency is a cloud-based application you can access it from any device with an internet connection, making it easy to keep your agency running no matter where you are. With NextAgency, you get a complete agency management system that includes agency workflow automation, customer relationship management, and performance tracking. 

You also get a built-in CRM that helps you build and manage customer relationships, as well as a document management system that keeps all your agency information organized and easy to find. NextAgency's performance tracking system gives you critical insights into your agency's performance so you can make informed decisions about where to focus your efforts.

Things to consider before purchasing NextAgency 

• Excellent customer support
• Easy to use and intuitive
• Manages customer interactions and tracks agency performance data
• Email integration can be challenging at times
• Currently not integrated with Employee Navigator

5. ZyWave

ZyWave is a next-generation, cloud-based agency management system that helps insurance agencies drive growth by streamlining and automating agency processes. It offers an agency management system with a configurable workflow engine that allows you to automate your agency's business processes to improve efficiency and customer service. 

You can also use it to manage your agency's interactions with customers, prospects, and partners. It offers a wide range of features such as policy and billing management, producer management, agency financials, agency marketing, and more. 

With its real-time analytics, you can measure agency performance against your agency targets and improve agency profitability. ZyWave is a configurable and scalable agency management system that can be adapted to the needs of any size agency.

Things to consider before purchasing ZyWave 

• Configurable workflow engine allows you to automate agency processes
• A wide range of features helps manage all aspects of your agency
• Scalable and adaptable to the needs of any agency size
• The user interface can be challenging to navigate for some users