01
Insuraa
Smarter insurance management for high-growth advisors
Insuraa is a cloud-based platform designed to centralise insurance, investment, and loan operations. It eliminates manual paperwork and missed renewal commissions for agents.
90.0
Best insurance agency management software
10 ranked, with a plain verdict on every entry.
Insuraa ranks first here for Insurance agencies and independent advisors, and eliminates scattered Excel sheets and missed renewal commissions. ConvergeHub is aimed at growing SMBs, and automates follow-ups, reminders, assignments, and updates automatically. Deskte offers ESIGN/UETA compliant e-signatures and a secure document portal.
RANKENTRYSCORETRENDFROM
2
ConvergeHubAllows users to create quotes, send invoices, and track payments without leaving the CRM88.0NEW–
CURATED · UPDATED REGULARLY
The ranking, in detail
02
ConvergeHub
The leading CRM software for small businesses
ConvergeHub is an all-in-one CRM software built for small businesses. It replaces scattered tools with one connected system for sales, marketing, service, billing, and automation.
88.0
03
Deskte
Your bilingual insurance desk all in one place
Deskte is a bilingual insurance workspace that manages clients, policies and renewals. It unifies quotes, invoices and commissions in one HIPAA-aligned environment.
88.0
04
EZLynx
Double your agency's productivity with EZLynx
EZLynx is an all-in-one insurance software platform with embedded AI. It helps agencies manage and scale their operations efficiently.
88.0
05
Fireberry
One platform. Every customer insight.
Fireberry is an all-in-one CRM platform designed to give businesses everything they need to grow and succeed. Its three core products: sales, marketing, and service work seamlessly together to provide a complete, end-to-end solution.
88.0
06
HawkSoft
Give your agency superpowers
HawkSoft is a product. It says it is built for Insurance agencies.
88.0
07
Jenesis
One partner for managing and growing your insurance agency
Jenesis combines insurance agency technology with industry-focused digital marketing services. This integrated approach helps independent agencies operate more efficiently and grow their businesses.
82.0
08
Radius
Front-office sales enablement for insurance agencies
Radius has long assisted insurance agencies in managing leads and sales. Its capabilities now reside within the AMS+ platform.
82.0
09
Applied Epic
Best-in-class insurance software for P&C and Benefits agencies
Applied Epic is the world's most widely used agency management system. It manages all roles, locations and lines of business within a single platform.
78.0
10
Vertafore AMS360
Power your agency with the industry's leading AMS
Vertafore AMS360 serves as the industry's leading solution for managing core agency operations.
74.0
Not on this ranking?
Positions 1, 2 and 3 are available to buy for twelve months.
Frequently asked questions
Who are these insurance agency management products built for?
Insuraa says it is built for Insurance agencies and independent advisors, and ConvergeHub for growing SMBs. EZLynx and Jenesis both say they are built for independent insurance agencies.
What should a buyer check before signing up?
Deskte states that the Solo plan limits users to just one agent seat. Those are the limits each product publishes itself, not a full account of any plan.