All 26 categories
Every vendor we review, grouped by what you need to get done. Each category page compares the vendors side by side.
Software
Sell and market
- CRM34 vendorsCRMs for insurance agencies, compared by line, agency type, price, agency management system connections and mobile access.
- Lead management18 vendorsSoftware that takes in leads from vendors and forms, assigns them and runs follow-up, with plans, prices and integrations.
- Dialers28 vendorsDialers for insurance call teams, compared by dialing mode, compliance tools, CRM connections and price per seat.
- Appointment scheduling24 vendorsScheduling tools that book client meetings into your calendar, with reminders, CRM connections and prices.
- Email marketing11 vendorsEmail marketing tools for agents, with consent tools, automations, deliverability and prices by list size.
- Proposal software10 vendorsProposal tools that turn quotes into client-ready proposals, with lines covered, connections and prices.
Quote and place
Run the agency
- Agency management systems18 vendorsAgency management systems for policies, clients, accounting and carrier downloads, with prices, connections and contract terms.
- Commission software7 vendorsCommission tracking and statement reconciliation tools for agencies, with carrier coverage and prices.
- COI tracking5 vendorsSoftware that issues and tracks certificates of insurance, with AMS connections, automation and prices.
- Payment processing5 vendorsPremium and fee payment platforms for agencies, with card and ACH rates, payout timing and trust account handling.
- Licensing software9 vendorsProducer licensing and appointment tracking tools, with state coverage, automation and prices.
- Benefits software14 vendorsBenefits quoting, enrollment and administration platforms for brokers, with carriers, features and prices.
- Business email9 vendorsBusiness email providers for agencies, compared by price per user, storage, security and compliance features.
Contracts and coverage
Get contracted
- IMOs and FMOs27 vendorsMarketing organizations for life and health agents, with contracts, commission levels, leads and release terms.
- MGAs and wholesalers21 vendorsWholesale brokers and MGAs that give agents access to specialty markets, with lines, appetite and access rules.
- Clusters and networks19 vendorsAgency clusters and networks that give independent agents carrier access, with fees, splits and exit terms.
Protect the agency
Services
Marketing
- Website design14 vendorsWebsite builders and design firms for agencies, with quoting forms, hosting, SEO and monthly prices.
- Marketing agencies8 vendorsMarketing agencies that work with insurance agents, with services, pricing models and contract terms.
Staffing
- Virtual assistants15 vendorsVirtual assistant and staffing companies for agencies, with licensed staff options, hourly rates and terms.
- Recruiting firms16 vendorsRecruiting firms that hire producers and staff for agencies, with fee models, guarantees and specialties.