Top 7 Insurance Agency Management Software Solutions In 2022

HR Management
Beirit Harvey September 1, 2021 9 min read

Do you have a hard time staying organized with massive amounts of paperwork and important documents? It may be time to take advantage of technology to make your life and that of your agents easier! Here are the top 7 Insurance Agency Management Software Solutions for you to choose from!

Insurance agent with clients

Quick Guide

    As an insurance agent, your top priorities include bringing new clients and growing business. This can be difficult when you have a million other daily tasks that are taking up your time. In order for insurance agencies to run smoothly and efficiently, it’s important they use the right software to streamline daily operations and digitize nearly every part of their business. 

    A Forbes article wisely mentions that “SMEs must understand the potential of new technologies in order to maximize client offerings and improve business performance internally. Adopting new technologies can give organizations additional tools to help scale, permitting more efficient and repeatable processes at lower costs, and allow entrepreneurs to improve the delivery time of any task while reducing the human error factor”.

    A robust insurance agency management software will benefit your company in the follow ways:

    1. Simplify internal communication
    2. Increase employee productivity, engagement and morale
    3. Streamline daily processes and operations to keep your insurance agency running smoothly and efficiently
    4. Eliminate loss of important paperwork and information 
    5. Save you time and money so upper management can focus on creating leads and growing sales

    This list isn’t fully complete, there are actually countless more benefits of insurance agency management software. However, the five points above are most crucial for managers and owners of an insurance agency.

    Here is a list of 7 insurance agency management software systems that will effectively help you save time, money and more effectively manage your insurance agency!

    Top 7 Insurance Agency Management Software Solutions in 2021

    employee management app

    With the Connecteam insurance agency management software, you will be able to simplify all daily operations with just a click of a button while easily and efficiently managing all your agents and remote freelancers.

    Because agents are rarely behind a desk and usually in the field, Connecteam offers the best fully customizable digital audits, forms, reports features so all your agents can have all necessary forms, reports, and audits directly in the palm of their hand. Agents can even include images, videos, voice recordings, and text for legal and reporting purposes. For example, if you have an agent filing a WC Audit, they can include images of the hazardous site or injuries present on the employee. 

    Digital forms and checklists allow you to access important forms and checklists even when your employees are on the go. Get rid of messy paperwork, confusing handwriting and loss of important documents– all forms and documents can be digitally stored and accessed at any time. Not to mention, all private data is stored securely within the software.  

    For whom?

    Connecteam is an ideal fit for deskless workers, front line staff, and remote workers. 

    Key Features:

    Fully customizable read & sign forms, audits, and claim management

    Attach images, videos, voice recordings, and text

    Digital events and newsletters

    Digital time clock

    Quick tasks and checklists

    Automated reminders and notifications

    Employee scheduling

    In-app communication

    Employee training and onboarding

    Timesheet and payroll management

    Pros & Cons

    Great customer support

    Easy to set up and implement

    Affordably priced for any size team

    Desktop, mobile, and kiosk access

    No integrations

    Pricing:

    Premium plans start at $39/month for the first 50 users.

    Free trial: 14-day

    Free-for-life plan: Yes

    The Best All-in-One Employee Management Software for Insurance Agencies: Connecteam

    14-day free trial, no credit card required.

    Applied Epic user interface

    Applied Epic allows insurance agents to gain better visibility across their entire business. They boast that through their integrated software, companies will be able to manage client relationships, grow sale opportunities, get insights into the market, simplify accounting, reporting, daily business processes, policies and benefit administration. Through their automated policy information transfer with insurers, you can get everything done all on one software platform instead of having to use several to complete a task. They also provide document management and organization, as well as text messaging to easily connect with clients. 

    For whom?

    Is an ideal fit for insurance agencies of all sizes. 

    Key Features:

    Claims management

    Client contact management

    Document management

    Policy Management

    Pros & Cons

    Useful reporting

    Lead management

    Hard to learn and implement

    Pricing:

    Unfortunately, no price is listed on their website. In order to acquire their software you must schedule a meeting with a sales representative.

    Free trial: No

    Free-for-life plan: No

    TLD CRM user interface

    Total Lead Domination (TLD) allows insurance agencies and call centers to run several aspects of their business. Their software allows insurance agencies and call centers to take leads and turn them into sales with a robust workflow feature. The workflow feature allows you to know when and what an employee did. You can also control what information and data your agents see. If there is sensitive information, you can choose who has access to that information. A calendar feature helps insurance agents and call centers to better manage their daily tasks and clients with call back reminders, appointment setting and events. Their automated reporting assists in detailed data analysis while allowing you to control expenses. 

    For whom?

    Ideal fit for the medical and life insurance sales industry. 

    Key Features:

    Workflow feature

    Lead generation

    Calendar

    Automated reporting

    Pros & Cons

    Good customer service

    Mostly for sales and lead generation

    Extremely pricey

    Pricing:

    The Agency plan costs $75/user per month with an additional one time setup fee of $500.

    Free trial: No

    Free-for-life plan: No

    Vertafore AMS 360 user interface

    AMS 360 stores all information in their digital cloud and is an insurance management solution that allows freelance agents, brokers, small and large businesses to manage their workflows, customer retention and renewals. In essence, they provide document management, task management and workflows. In addition, you can also manage risk factors and regulatory transactions. 

    For whom?

    Good fit for agents, brokers, and businesses. 

    Key Features:

    Document management

    Forms management

    Task management

    Mobile access

    Pros & Cons

    Good reporting capabilities

    Good form management

    Users report that it’s extremely difficult to use

    Users report that the service is very pricey

    Pricing:

    In order to find out pricing you must contact a Vertafore representative.

    Free trial: No

    Free-for-life plan: No

    BriteCore user interface

    BriteCore offers services that help with employee management as well as client retention. Some of the services they offer include policy management, billing, claims management, regulatory and financial reporting. In addition, there is also a portal for your agents, for policyholders and insurers– with permission based access, so only those with permission can view sensitive information. Lastly, they provide a BI and analytics dashboard to help insurance companies make more informed data driven decisions

    For whom?

    Ideal for insurance agencies and start-up insurance companies.

    Key Features:

    Broker/agent portal

    Case & claim management

    Customer portal

    Document management

    Electronic claims

    Pros & Cons

    Mobile access

    Not many automations

    Pricing:

    In order to find out how much BriteCore costs you need to request a demo with a representative.

    Free trial: No

    Free-for-life plan: No

    Newton By Agency System user interface

    Newton By Agency System also provides agency management with several features that help streamline daily operations. Some of the features they provide include document management, accounting, account management, automated marketing features, renewal management. They also provide different portals for agents, clients and producers– that way no one can access sensitive information they don’t have permission to view. Furthermore, insurance companies can even analyze data and track sales. There is also a client mobile app so clients have access to their information anytime and anywhere. 

    For whom?

    Ideal for start-ups or experienced agencies. 

    Key Features:

    Claims management

    Document management

    Contact management

    Insurance policy management

    Pros & Cons

    Feature loaded

    Hard to use & requires training

    Expensive

    Pricing:

    Pricing starts at $185/user per month, which can obviously add up if you have a large agency.

    Free trial: No

    Free-for-life plan: No

    Jenesis uer interface

    Jenesis offers insurance agency management software that assists agents in better managing clients and simplifying daily operations. Some of the features included with Jenesis Software are form creation, images and scanning to eliminate unnecessary paperwork, send digital files, automated reminders and notes, reporting, receipts and payment, a built in insurance comparison rater, electronic signatures, email integrations and marketing management. Their main focus is on automated marketing and improved client communication. 

    For whom?

    Ideal fit for independent insurance agencies.

    Key Features:

    Claims management & tracking

    Contact management

    Customer portal

    Document management

    Insurance policy management

    Automated marketing

    Pros & Cons

    Easy to use

    Users report some software bugs

    Expensive for large teams

    Pricing:

    Pricing starts at $125/user per month.

    Free trial: No

    Free-for-life plan: No

    Benefits of Using an Insurance Agency Management Software Solution

    Accurately Track Employee Hours

    Because most agents are rarely behind a desk and usually on-the-go it’s crucial to accurately track your employees hours. By doing so, you save time and money when it comes to processing payroll

    All Important Documents On One Software

    A robust insurance management software will be a great solution to storing all forms of paperwork. Whether you need to securely store forms, audits, policies or client contacts; an insurance agency management software stores all paperwork digitally and securely. 

    Create Forms and Documents With a Touch of a Button

    With a robust insurance agency management software solution, like Connecteam, you are able to create fully customizable forms for your agents to use on a daily basis. Connecteam also provides read & sign forms with an attached electronic signature for reporting and legal purposes. 

    Frequently Asked Questions About Insurance Agency Management Software

    What Features Do I Need Most From an Insurance Agency Management Software?

    The best insurance agency management software solutions have robust forms and reporting features. These are the main tools and features your agents will be using on a daily basis. 

    Do All Insurance Agency Management Softwares Charge Per User?

    No, not all do. For example, with Connecteam, not only do they provide a free version for the first 50 users, but all plans are a fixed price for the first 50 users. It’s important to do your research, read all the fine print, and double check for any hidden fees when signing up for insurance agency management software. Additionally, before choosing a software solution, take advantage of free trials to ensure it’s the right solution for your insurance agency.

    Are Insurance Agency Management Softwares Difficult to Use?

    Definitely not! In fact, they should be as user friendly and intuitive as possible. These software solutions are not meant to slow you down, in fact quite the opposite. These software solutions should be super easy to start using and not require much training so you can focus on the bigger picture. 

    Now To Choose Which Insurance Agency Management Software Is Right For You…

    In order to best decide which insurance agency management software is right for you, it’s crucial to determine what features you will be needing to better manage your team, agents and clients. Some of the aforementioned insurance agency management softwares differ in terms of client management and employee management, while others focus their features on marketing, client retention or scaling businesses. 

    The Connecteam insurance agency management software allows insurance agencies to better manage their remote or freelance agents all in one place. You can also easily and efficiently manage all your daily operations, internal communication, policies and reporting, training and events. The Connecteam insurance agency management software provides insurance agencies with an all-in-one solution to run their business more efficiently and smoothly.  

    Applied Epic provides insurance agencies with features that promote client retention and marketing. TLD CRM is mainly used by insurance agencies and call centers to increase sales. The Vertafore AMS 360 software helps insurance agencies better manage their remote employees as well as client renewals and retention. BriteCore essentially focuses their features to assist in employee management and client retention. With Newton By Agency Systems insurance agencies can simplify daily operations and workflows. Newton By Agency Systems also helps insurance agencies find more clients, improve client retention and increase policy sales. 

    Lastly, Jenesis Software offers features that assist in client management and daily operations. Determine what features your insurance agency needs most to run more efficiently and make your decision based on that information.

    Run Your Insurance Agency Efficiently With Connecteam Today!

    14-day free trial, no credit card required.

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