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Agent Portals for Distribution and Agency Management

Web-based platforms that provide agents with product information, quoting capabilities, policy status updates, marketing materials, and training resources.
Other Distribution and Agency Management

Vertafore AMS360
By: Vertafore
https://www.vertafore.com/products/ams360
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.

Applied Epic
By: Applied Systems
https://www.appliedsystems.com/solutions/agency-management-system/applied-epic/
A comprehensive agency management system with billing and accounting capabilities. Features include automated invoice generation, payment processing, commission management, trust accounting, direct bill download, and financial reporting.

OneShield Market Solutions - Agent Portal
By: OneShield Software
https://www.oneshield.com/insurance-technology-solutions/distribution-management/
A comprehensive agent portal solution that provides agents with real-time policy information, quoting capabilities, commission management, and customer service tools. It streamlines communication between carriers and agents while improving operational efficiency.

EIS DXP - Agent Portal
By: EIS
https://www.eisgroup.com/solutions/digital-experience-platform/
A digital experience platform with agent portal capabilities providing a unified workspace for agents to manage customer relationships, policies, and sales. Features include quote-to-bind functionality, commission tracking, and customer service tools with a modern, intuitive interface.

IVANS Exchange
By: IVANS
https://www.ivans.com/products/ivans-exchange/
A platform that enables insurers to manage agency connectivity and download connections, providing agencies with a single interface to view, track, and manage their carrier connections. Streamlines communication between carriers and agencies.

AgentSync Manage
By: AgentSync
https://www.agentsync.io/products/manage
A compliance-first producer management platform that streamlines the licensing, contracting, and appointment processes for insurance distribution channels. Features include automated license verification, onboarding workflows, and producer self-service portals.

Zinnia Originate
By: Zinnia
https://www.zinnia.com/solutions/originate
A comprehensive digital platform for insurance distribution that includes agent portal capabilities, enabling agents to quote, underwrite, and issue policies digitally. Features include digital application submission, automated underwriting, and real-time status tracking.

FAST Insurance Components - Distribution Management
By: FAST Technology Group
https://www.fasttechnology.com/solutions
A comprehensive agent portal solution that provides end-to-end capabilities for agent management, including onboarding, compensation, performance management, and self-service tools to streamline insurance sales and service.

Agent Portal
By: Hub International
https://www.hubinternational.com/agent-portal/
The Agent Portal offers independent agents access to comprehensive tools including quoting, policy management, commission tracking, and reporting functionalities to enhance operational efficiency.

SuranceBay Agent Portal
By: SuranceBay
https://www.surancebay.com/products/agent-portal/
The SuranceBay Agent Portal streamlines the process of insurance sales, offering tools for document management, client communication, and real-time reporting.

CuraLinc Agent Portal
By: CuraLinc Healthcare
https://www.curalinc.com/agent-portal/
An innovative platform designed for agents to manage client accounts, view policy details, and navigate claims processes seamlessly, offering data analytics capabilities to help improve decision-making.

InsuredMine Agent Portal
By: Insuredmine
https://www.insuredmine.com/agent-portal/
Agency-facing portal providing lead management, sales automation, policy and client management, automated communications, analytics, and customizable dashboards for insurance agents.

EbixExchange - Agent Portal
By: Ebix
https://www.ebix.com/insurance-solutions/ebixexchange/
Web-based distribution management and agent portal offering agent onboarding, licensing, compensation tracking, commission statements, sales tools, policy lookups, and integration with insurance core systems.

EverQuote Pro Agent Portal
By: EverQuote Pro
https://www.everquote.com/pro/
The EverQuote Pro Agent Portal allows agents to manage leads, track performance, and access a variety of marketing tools to convert potential customers into policyholders.