Insurance broker management software enables insurance brokers and agencies to run their business in one organized platform. It performs everyday tasks such as storing client information, managing policies, sending quotes, tracking commissions, scheduling renewals, and keeping records for compliance.
Instead of switching between multiple tools or relying on manual paperwork, brokers use one system to work faster, reduce errors, and deliver a smoother, more professional client experience. These platforms connect business processes like CRM, policy management, claims processing, billing, compliance tracking, and reporting in a single system. Here’s a comprehensive article on the Top 10 best insurance broker management software.
Top 10 Best Insurance Broker Management Software
1. EZLynx
EZLynx delivers insurance software that simplifies an agency’s workflow and manages the full policy lifecycle. The EZLynx Management System combines multiple tools in one platform with an interface that makes daily operations easier for businesses.
Agencies can quote policies in real time, run email marketing campaigns, manage sales pipelines, generate reports, use AI-driven tools, and more all within the same system. EZLynx lets independent agents compare real-time personal lines quotes from hundreds of carriers in 48 states on any device, making cross-carrier quoting fast and simple.
Features
- Policy management: Manage the entire lifecycle of insurance policies from issuance to renewal.
- CRM: Track and manage all client interactions and relationships.
- Rating and quoting: Use a comparative rater to get instant quotes from multiple carriers.
- Communication tools: Send client updates and collaborate within the agency.
- Reporting: Monitor performance metrics and gain insights into agency operations.
Pros
- Easy-to-use interface
- Powerful rating capabilities
- Well-suited for independent agencies
Cons
Limited customization options reported by some users
Pricing
- Available on request
Best For: Independent insurance agencies that want an integrated rating and management system.
2. Applied Epic
Applied Epic gives insurance agencies tools for policies and benefits administration, license tracking, and document management.
Users can compare and verify policies, documents, and contracts, and create plan summaries using pre-built forms and templates. The platform also provides an agent dashboard to manage sales processes, track performance, and automate sales tasks. Its cloud-based design supports teams working from anywhere.
Features
- Advanced CRM with client portal
- Automated workflows and business process management
- Reporting and analytics dashboard
- Integrations with 400+ carrier systems
- Document imaging and management
- Commission management and accounting integration
Pros
- Cloud-based and effective for remote work
- Detailed reporting for new and existing clients
- Regular updates based on user feedback
Cons
- Steep learning curve
- Clunky marketing module and data mapping
- Time-consuming setup
Pricing
- Contact vendor for pricing
Best For: Mid-sized to large insurance agencies with complex operations that need a proven management system.
3. Vertafore
Vertafore is a cloud-based insurance management solution that helps insurance companies of all sizes manage daily operations. It combines accounting, customer management, document management, policy management, and reporting in one suite. The platform also offers Android and iOS apps for mobile access.
It guides users through business processes, assisting with documentation and forms at each stage. Its built-in reference library supports users during different steps of insurance filing and other business activities.
Features
- CRM: Manage client interactions and relationships.
- Accounting: Track and manage agency financials.
- Compliance Tools: Support regulatory requirements and help maintain compliance.
- Workflow Automation: Automate repetitive tasks to improve efficiency.
- Document Management: Organize and store important agency documents.
Pros
- Supports agencies of different sizes with tools for compliance and automation.
- Offers mobile access through Android and iOS apps.
- Provides structured process navigation for documentation and filings.
Cons
- Strengths and weaknesses vary across Vertafore’s individual systems (e.g., AMS360 vs. Sagitta).
- May require time and training to use all modules effectively.
Best For
Insurance agencies that want a single provider offering management solutions tailored to their size and operational complexity, with strong compliance and workflow automation features.
Pricing
Contact Vertafore for pricing details.
4. HawkSoft
HawkSoft is an insurance broker management software built for independent agencies. It supports both commercial and personal lines, with workflows that streamline tasks and an auto-documentation process that records every client interaction. It includes a reporting suite that gives agents real-time access to key business metrics and sales pipeline tools.
The platform includes drag-and-drop functionality, real-time quoting, carrier downloads, e-signature, phone integration, QuickBooks integration, pre-filled ACORD forms and certificates of insurance, batch email marketing, and texting.
Features
- Manage personal and commercial lines policies through an intuitive interface
- Automate documentation to reduce errors and improve compliance
- Track tasks and schedules for all team members
- Generate business metrics with reporting suite
Standardize processes across policies and carriers
Pros
- Excellent customer support and training resources
- Regular feature updates based on user feedback
- Balanced mix of functionality and ease of use
Cons
- Fewer customization options than enterprise-level platforms
- Limited integration options compared to larger competitors
Pricing: Request a demo for details.
Best for: Independent insurance agents who want an efficient, easy-to-use system with mobile accessibility.
5. BrokerEdge
BrokerEdge gives brokers a smarter way to manage leads, serve clients, and complete policies quickly from anywhere. It connects directly with insurance providers, enabling brokers to handle administration, customer service, underwriting, quote processing, claims processing, and other core broking tasks in one place. Its customer portal and customizable mobile app provide flexibility for agencies that want to scale and tailor their operations to their needs.
Features
- Manage leads and clients efficiently
- Collaborate directly with insurance providers
- Handle administration, customer service, underwriting, quote and claims processing
- Use a fully customizable mobile application for on-the-go work
Pros
- Simplifies setting up reminders and following up with prospects
- Stores data securely in the cloud for anytime, anywhere access
- Combines a comprehensive toolset with a user-friendly interface
Cons
- Can feel overwhelming to new users at first
- Requires time for full implementation and integration
Pricing
- Contact for demo
Best For
Growth-focused, tech-savvy insurance brokerages looking to simplify operations and scale effectively.
6. Jenesis
Jenesis Software is an insurance agency management platform that helps independent agencies attract new prospects, manage existing clients, and strengthen relationships with policyholders.
The software lets agencies scan documents, save email attachments from carriers, and export files to multiple devices through its electronic filing system. With its quote control feature, agencies can market quotes, send letters or postcards, and track client referrals to generate reports.
Jenesis also integrates with QuickBooks to handle accounting tasks, review operational efficiency, and improve profitability. Its J-Links function gives users real-time access to policies through automated logins and website management.
Features
- Web Accessibility: Access the platform anytime, anywhere.
- Policy and Client Management: Track and manage customer accounts, policies, renewals, and communications in one place.
- Reporting and Analytics: Create customizable reports on agency performance, client data, sales trends, commissions, and productivity.
- Integrated Marketing Tools: Run bulk email and text campaigns for cross-selling, renewals, and general client updates.
- Document Management: Scan, store, and retrieve documents easily, including ACORD forms.
- QuickBooks Integration: Manage accounting directly within the platform.
- User-Friendly & Cost-Effective: Offers two package options at competitive prices.
Pros
- Strong automation tools
- Comprehensive feature set
- Excellent document management capabilities
Cons
- Steeper learning curve for new users
Pricing: Contact Jenesis for details.
Best For: Agencies looking for robust functionality with strong document management and automation tools.
7. NowCerts
NowCerts is a cloud-based insurance management platform built for agencies of all sizes. It helps teams track commissions, manage tasks, handle claims, generate reports, issue self-service certificates, set reminders, organize calendars, view dashboards, and collect e-signatures.
Users can create projects, assign tasks, and track progress. The system provides editable ACORD forms in multiple formats, which users can sign, email, fax, and save. It also allows invoice creation, payment processing, and receipt issuance. As renewal dates approach, the platform sends automated reminders to keep agents and clients on track.
Features
- Integrates with Google Drive, Gmail, QuickBooks, SignNow, Zapier, and Twilio
- Centralized document management for client and policy records
- Reporting and analytics to track sales, renewals, and client activities
- Built-in messaging and email tools for internal and client communication
Pros
- Easy-to-use interface
- Cloud-based access from anywhere
- Adapts to small, medium, or growing agencies
Cons
- Availability of certain advanced features depends on the subscription plan
Pricing: Starts at $99/month
Best for: Insurance agencies of any size that want an easy-to-use, cloud-based system that supports growth.
8. Openkoda
Openkoda gives insurance companies and brokers full control over policy management. Agents can work faster and more efficiently by using its tools to organize policies, track performance, and automate routine tasks.
Its customizable dashboard shows real-time insights into important KPIs, helping brokers monitor performance and make informed decisions. The built-in document management system categorizes files, supports compliance, reduces errors, and improves service quality.
Features
- Open-source code ownership & no vendor lock-in: Deploy anywhere, keep the source code forever, and avoid per-user pricing.
- Broker-ready policy management template: Pre-built screens and data models for policies, clients, and quotes that you can expand within minutes.
- Centralized dashboard for documents, tasks, notes, and KPIs for each account.
- Natural-language reporting AI
- Insurance automation tools: Scheduler and rule engine that trigger reminders and tasks so nothing gets missed.
Pros
- Full control: Open-source setup lets businesses customize and adapt as they grow.
- AI reporting: Quickly generate reports and personalize communications with built-in AI tools.
- Freedom from vendor restrictions: Flexible setup without being tied to a single provider.
Cons
- Technical skills needed: Customization and setup may require developer expertise.
- Integration effort: May need extra setup to connect with existing systems.
Pricing: Starts at $4,000/month* (varies by number of instances, annual contract)
Best for: Personal lines agencies looking for integrated rating and management tools.
9. AgencyBloc
AgencyBloc is a cloud-based platform built specifically for life and health insurance agents. It modernizes policy and contact management while helping brokers automate daily tasks and monitor business performance. The software integrates CRM functions, automates back-office processes, and improves communication with clients, allowing agencies to work more efficiently and provide better service.
Features
- Specific CRM for life and health insurance agencies
- Back-office task automation
- Client communication tools
- Automatic email campaigns
- Built-in analytics and reporting
Pros
- Designed specifically for life and health insurance operations
- CRM and automated workflows improve efficiency
- Supports integrated email marketing campaigns
Cons
- Limited to life and health insurance, which may not fit all agencies
- May not include tools required for other types of insurance
Pricing
- Schedule a demo to get pricing details
Best For: Life and health insurance agents and agencies that want to manage policies, clients, communications, and back-office tasks in one platform.
10. Insureio
Insureio automates insurance marketing and lead management to help agencies work faster and sell more. Its one-page app for term life and omnichannel CRM make it easy to manage insurance leads and get quotes from over 40 top carriers. The platform includes pre-built email templates, bulk email sending, a personalized website, instant quotes, and a custom marketing campaign builder for targeted outreach.
Features
- Automated marketing campaigns
- One-page term life insurance application
- Access to quotes from 40+ carriers
- Pre-built email templates and bulk email capability
- Personalized agent website
- Custom marketing campaign builder
Pros
- Automates marketing campaigns effectively
- Simplifies client communication with specialized tools
- Improves sales productivity
Cons
- Limited customization options
- Mobile access needs improvement
Pricing
- Basic: $25/month
- Marketing: $50/month
- Agency Management: $50/month
- Marketing & Agency Management: $75/month
Best for: Insurance agencies, brokers, or independent agents who want to simplify operations and increase sales.
The key to successful software selection lies in understanding your agency’s specific requirements. Independent agents focused on personal lines may find EZLynx or HawkSoft ideal for their rating and ease-of-use needs, while growing agencies might benefit from BrokerEdge’s, tech-forward approach. Life and health specialists will move toward AgencyBloc’s targeted functionality, whereas agencies requiring maximum customization should consider Openkoda’s open-source flexibility.
Several critical factors should guide your decision-making process: agency size, lines of business, technical expertise, budget constraints, and growth objectives. Don’t overlook the importance of user adoption. The most feature-rich platform is worthless if your team won’t adapt effectively. Consider starting with free trials or demos to evaluate user experience and ensure the platform aligns with your workflow.