The insurance industry is constantly changing, and in order to keep up with the competition, agencies need to invest in the best software possible. With so many different options on the market, it can be hard to know which one is right for your business.

In this blog post, we will take a look at the 11 best insurance agency software programs and what makes them stand out from the competition. Whether you are looking for a management system that is easy to use or one that offers more features, we have you covered!

What Features Does Insurance Agency Software Offer?

The best insurance agency software in 2022 will offer a wide range of features, including policy and claims management, policy issuance, contact management in the form of customer relationship management (CRM) tools, and marketing automation tools. These software programs are designed to help agencies improve customer retention and customer service while also reaching potential clients to help grow the business. Ultimately you want to select an insurance software the entire sales team will find user-friendly. This way your software will give your entire team a competitive advantage in daily operations. 

The Top 11 Insurance Agency Software Programs

1. AdminSeg

AdminSeg is an all-in-one insurance agency management solution designed specifically for small businesses. This program allows agents to create new customers, view client information, track invoices, and send quotes. 

This software also includes a CRM module that allows agents to manage their sales leads, notes, and contacts. 

2. Applied Epic

Applied Epic is an insurance agency management solution that provides everything needed to run a successful insurance agency. This program has been developed by experienced professionals who understand the ins and outs of running a successful insurance agency. 

Applied Epic comes with a robust set of features that allow agents to perform basic functions such as creating new clients, managing accounts, and tracking payments. It also has 

3. BriteCore

BriteCore is a cloud-based insurance agency management software designed for medium-sized companies. This platform offers several modules that allow agents to access and manage data, generate reports, and automate processes. BriteCore’s main features allow you to easily manage a claim or policy and offer advanced billing and accounts receivable functionalities. 

4. EZLynx Agency Manager

EZLynx Agency Manager is a web-based insurance agency management tool designed specifically for small businesses and independent contractors. This program allows users to create new clients, view account details, and send quotes. EZLynx also offers tools to improve your customer service and allows you to easily track profits. 

5. HawkSoft

HawkSoft is an insurance agency management software that allows agents to create new clients, manage accounts, and generate reports. This program is ideal for those who want to start an insurance agency without investing too much money. HawkSoft ranks high for its usability and no-contract policy. 

6. Insly

Insly is a cloud-based software that allows agents to view account details, generate reports, and send quotes. This program is perfect for those who want to build an online presence for their insurance agency. It allows users to build a digital insurance company, digital Coverholder, digital MGA, and more! Book a demo here

7. AMS360

AMS360 is an insurance agency management system that allows agents to create clients, view account details, and generate reports. This software also allows agents to streamline accounting, automate manual processes, and improve client communications. 

8. Jenesis

Jenesis software is an insurance agency management tool that allows agents to create and manage clients, view account details, generate reports, and send quotes. It has a client portal, email integration, email marketing automation, and more! You can watch a demo here or request a personalized demo here

9. Lightico

Lightico is an insurance agency management suite that allows agents to create, edit, and manage clients, view invoices, generate reports, and more. This program has an industry-specific CRM that also allows agents to accelerate the new policy sign-up process, simplify service, expedite claims, and onboard with automation. To learn more, you can request your demo here!

10. Sibro

Sibro is an insurance agency management program that allows agents to create/import clients, view account details/invoices, and generate reports and invoices. It also allows agents to process claims, track payments, and so much more.

If you are an insurance agent looking for a way to improve your business efficiency and productivity, then you should consider using one of these insurance agency software programs. They can help you manage your business more effectively, improve customer service, and the overall customer experience. Many of them also offer a trial period so that you can see whether the program is right for your needs before you purchase it.

And if you think these programs make navigating the insurance world easier, you should also check out How to Improve Insurance Sales with Automation.

Read This Next

reviews"Great tool to expedite customer service"

The most helpful thing about Lightico is the fast turnaround time, The upside is that you are giving your customer an easy way to respond quickly and efficiently. Lightico has cut work and waiting time as you can send customer forms via text and get them back quickly, very convenient for both parties.

"Great Service and Product"

I love the fact that I can send or request documents from a customer and it is easy to get the documents back in a secured site via text message. Our company switched from Docusign to Lightico, as Lightico is easier and more convenient than Docusign, as the customer can choose between receiving a text message or an email.