Agency Management Systems for Distribution and Agency Management
Platforms that manage relationships with insurance agents and brokers, including appointment tracking, licensing, performance monitoring, and commission management.
Other Distribution and Agency Management
An agency management system with integrated billing capabilities. Billing features include automated invoicing, payment tracking, flexible payment options, commission management, accounting reconciliation, and reporting tools.
An all-in-one agency management platform that includes real-time rating, agency management, accounting, automation, and client self-service portal capabilities. The system allows for seamless data flow between different functions, eliminating duplicate data entry and improving productivity.
A complete agency management solution that includes policy management, CRM, document management, commission tracking, accounting integration, and automated certificate generation with customizable templates and electronic delivery options.
A comprehensive solution that includes automated workflows, integrated marketing campaigns, client portal access, policy management, document management, and advanced analytics that help agencies enhance operational efficiency and improve client service.
An intuitive agency management system that includes policy management, commission tracking, reporting, accounting integration, document storage, and client communication tools designed for small to medium-sized insurance agencies.
A comprehensive agency management system that includes policy management, commission tracking, document storage, client data management, reporting capabilities, and accounting functions at an affordable price point for independent agencies.
A comprehensive platform that manages the entire agency lifecycle, including recruitment, onboarding, licensing, contracting, compensation, performance management, and compliance tracking across multiple distribution channels.
An all-in-one management system that offers policy management, customer relationship management (CRM), quote generation, and analytics on a user-friendly platform to streamline agency operations.
A cloud-based agency management system that combines CRM, policy management, and email marketing tools with reporting capabilities to optimize agency performance.
A comprehensive agency management platform that integrates multiple functionalities to simplify policy management, client relationships, and sales analyses.
End-to-end platform for agency and distribution management, including CRM, policy administration, data analytics, claims, finance, and compliance, all built on Salesforce for secure and scalable cloud delivery.
A flexible, cloud-based system enabling agencies and brokers to manage clients, policies, quotes, documents, workflows, accounting, and bordereaux reporting with customizable workflows and integrations.
Comprehensive, browser-based platform for managing agency operations, with CRM, policy processing, claims, accounting, analytics, customer portals, and extensive automation in one solution.
Australasian-focused platform enabling insurance agencies to manage clients, policies, claims, workflow automation, document storage, and compliance in an integrated package.
A comprehensive agency management system featuring intuitive workflows, automated task management, document management, integrated email, policy download capabilities, and built-in CRM functionality designed to improve client retention and agency growth.
A comprehensive agency management system tailored for life and health insurance agencies that includes CRM capabilities, commission tracking, policy management, automated workflow processes, and robust reporting tools to help agencies scale efficiently.
