Free insurance agency tools and calculators built on published vendor prices, plus reviews of lead companies, CRMs and lead management software. https://insuranceagencytools.com/ 2026-10-09T00:00:00Z IAT editorial team https://insuranceagencytools.com/brand/icon-192.png https://insuranceagencytools.com/brand/logo-512.png https://insuranceagencytools.com/360training/ 2026-10-09T00:00:00Z

360training review for insurance agents: state CE package prices, Texas reporting fees, approvals, exam monitors, refunds and team accounts.

https://insuranceagencytools.com/accel-greenlight/ 2026-10-09T00:00:00Z

ACCEL GreenLight review: quoted pricing with fees based on use, the Complete License Maintenance service, retail agency onboarding, NIPR checks and license types covered.

https://insuranceagencytools.com/acords-com-and-acords-ai/ 2026-10-09T00:00:00Z

ACORDS.com and acords.ai review: hosted ACORD form filling from $180 a year, AI that reads documents into forms, certificates and what the ACORD license costs you.

https://insuranceagencytools.com/act/ 2026-10-09T00:00:00Z

Act! review for insurance agencies: Advantage prices, insurance tables for policies, renewal follow-up, AMS fit, contract terms and alternatives.

https://insuranceagencytools.com/activeprospect/ 2026-10-09T00:00:00Z

ActiveProspect LeadConduit review: account levels and per-transaction prices, lead intake, duplicate and Do Not Call checks, routing rules, contract terms and alternatives.

https://insuranceagencytools.com/acuity-scheduling/ 2026-10-09T00:00:00Z

Acuity Scheduling review for insurance agents: booking pages, intake forms, calendar pooling, reminders, pricing, CRM connections and the Premium BAA option.

https://insuranceagencytools.com/adjusterpro/ 2026-10-09T00:00:00Z

AdjusterPro review for adjusters: Texas, Florida and California CE prices, state reporting fees, pre-licensing, exam monitors, pass rates and refunds.

https://insuranceagencytools.com/advantage-partners-network/ 2026-10-09T00:00:00Z

Advantage Partners Network review for independent agencies: no fees, subcode and Affiliate carrier access, the published Producer Agreement and its two-year exit bar.

https://insuranceagencytools.com/advocate-sales-and-renewals/ 2026-10-09T00:00:00Z

Advocate review for commercial insurance brokers: per-user prices, free plan, market price benchmarks, blanket analysis and proposal builder.

https://insuranceagencytools.com/ag-simulator/ 2026-10-09T00:00:00Z

AG Simulator review for annuity agents: Annuity Giants membership prices, historical simulations, the Claude-based Proposal Kit and refund terms.

https://insuranceagencytools.com/agency-aid/ 2026-10-09T00:00:00Z

Agency Aid review for insurance agencies: hourly rates by tier, where the assistants work, training, tasks and what to ask before you sign.

https://insuranceagencytools.com/agency-brokerage-consultants/ 2026-10-09T00:00:00Z

Agency Brokerage Consultants review: seller representation, agency valuations, the $7,500 Second Opinion offer review, succession help and how a sale runs.

https://insuranceagencytools.com/agency-consulting-group/ 2026-10-09T00:00:00Z

Agency Consulting Group review: fair market valuations, perpetuation planning, deal facilitation, Agency Valuer software prices and the Liquidity Analysis Audit.

https://insuranceagencytools.com/agency-marketing-machine/ 2026-10-09T00:00:00Z

Agency Marketing Machine review for insurance agencies: review, video and website plans from $125 a month, Full Marketing Pro, setup fees and who keeps the website.

https://insuranceagencytools.com/agency-mvp/ 2026-10-09T00:00:00Z

Agency MVP review for P&C agencies: plan prices, ranked household call lists, x-date follow-up, APEX and HawkSoft fit, terms and alternatives.

https://insuranceagencytools.com/agency-va/ 2026-10-09T00:00:00Z

Agency VA review for insurance agencies: monthly prices, dedicated assistants and managed teams, licensed help, security and tasks.

https://insuranceagencytools.com/agencybloc-quote-plus/ 2026-10-09T00:00:00Z

AgencyBloc Quote+ review: small group census, health questions, community-rated and underwritten plan comparisons, proposals and carrier submissions across 130+ carriers.

https://insuranceagencytools.com/agencybloc/ 2026-10-09T00:00:00Z

AgencyBloc AMS+ review for health, Medicare and benefits agencies: packages, lead intake, routing rules, texting and calling, Medicare tools, contract terms and alternatives.

https://insuranceagencytools.com/agencycomp/ 2026-10-09T00:00:00Z

AgencyComp review: monthly plans from $39.95, the 14-day free trial, onboarding fees, Excel statement matching, missing commission reports, Medicare templates and contract terms.

https://insuranceagencytools.com/agencyevolved/ 2026-10-09T00:00:00Z

AgencyEvolved review for insurance agencies: a P&C veteran writes and runs your website, search, social and client email by custom quote, with regional exclusivity.

https://insuranceagencytools.com/agencyzoom/ 2026-10-09T00:00:00Z

AgencyZoom review for insurance agencies: plans and prices, lead intake from lead vendors, round robin, texting, AMS connections, contract terms and alternatives.

https://insuranceagencytools.com/agent-crm/ 2026-10-09T00:00:00Z

Agent CRM review: pricing, insurance campaign bundles, policy and renewal workflows, Medicare and ACA forms, calling and texting, terms and alternatives.

https://insuranceagencytools.com/agentcubed/ 2026-10-09T00:00:00Z

AgentCubed review: lead capture and routing by license and territory, Medicare compliance tools, quoting and enrollment, reporting, pricing and alternatives for agencies and call centers.

https://insuranceagencytools.com/agents-alliance-services/ 2026-10-09T00:00:00Z

Agents Alliance Services review for independent agencies: no membership fee, the advertised commission split, AMS360 technology, accounting help and book ownership.

https://insuranceagencytools.com/agentsync/ 2026-10-09T00:00:00Z

AgentSync Manage review: quote-based pricing, who pays state and NIPR fees, daily NIPR sync, license and appointment filing, contracting, security and contract terms.

https://insuranceagencytools.com/agenzee/ 2026-10-09T00:00:00Z

Agenzee review: Solo Producer pricing, Business and Agenzee Assist quotes, state and NIPR fees, nightly NIPR sync, license and appointment filing by state, CE tracking and contract terms.

https://insuranceagencytools.com/ahip-medicare-training/ 2026-10-09T00:00:00Z

AHIP Medicare Training review: 2027 certification price, exam rules, sending your score to health plans and optional state CE.

https://insuranceagencytools.com/aircall/ 2026-10-09T00:00:00Z

Aircall review for insurance agents: cloud phone system prices, power dialer on Professional, texting registration, recording retention, spam checks and alternatives.

https://insuranceagencytools.com/all-virtual-staffing/ 2026-10-09T00:00:00Z

All Virtual Staffing review for insurance agencies: licensed assistants, month-to-month terms, no setup fee, E&O cover and data security.

https://insuranceagencytools.com/amazon-workmail/ 2026-10-09T00:00:00Z

Amazon WorkMail review for insurance agencies: closed to new customers and ending March 31, 2027, with price, Outlook support, export steps and where to move.

https://insuranceagencytools.com/american-agents-alliance-eo/ 2026-10-09T00:00:00Z

American Agents Alliance E&O review: Markel coverage for members, advertised new agency rates, dues, defense outside limits, tail options and how to enroll.

https://insuranceagencytools.com/american-agents-alliance/ 2026-10-09T00:00:00Z

American Agents Alliance review: California preferred-market access, dues from $50 to $130 a month, the path to direct carrier appointments and book ownership.

https://insuranceagencytools.com/americas-professor/ 2026-10-09T00:00:00Z

America's Professor review: pre-licensing course prices by state, printed textbooks, certificates, extensions and refunds for new agents.

https://insuranceagencytools.com/amwins/ 2026-10-09T00:00:00Z

Amwins review for retail agents: brokerage, delegated programs, Amwins IQ online quotes, appointment rules, agency billing and who owns the renewal.

https://insuranceagencytools.com/anddone/ 2026-10-09T00:00:00Z

AndDone review for insurance agencies: how its technology fee works, payouts, AMS360 receipt posting, IPFS premium finance at checkout and checks to vendors.

https://insuranceagencytools.com/annuity-alpha/ 2026-10-09T00:00:00Z

Annuity Alpha review for advisors: Stonewood membership prices, setup fee, FIA income versus brokerage comparisons, branding and contract terms.

https://insuranceagencytools.com/appalachian-underwriters/ 2026-10-09T00:00:00Z

Appalachian Underwriters review for retail agents: workers comp, small commercial and personal lines raters, no volume minimum, agency billing and who owns the account.

https://insuranceagencytools.com/applied-epic/ 2026-10-09T00:00:00Z

Applied Epic review: the agency management system's CRM side, from sales pipelines and renewals to IVANS downloads, commissions, client portal, contract and alternatives.

https://insuranceagencytools.com/applied-indio/ 2026-10-09T00:00:00Z

Applied Indio review: online commercial applications clients fill and sign, renewal prefill, bulk email to markets and a two-way Applied Epic connection.

https://insuranceagencytools.com/applied-pay/ 2026-10-09T00:00:00Z

Applied Pay review for insurance agencies: card and ACH charges, who pays them, next-day deposits, posting in Applied Epic and EZLynx, lockbox checks and premium finance at checkout.

https://insuranceagencytools.com/appointlet/ 2026-10-09T00:00:00Z

Appointlet review for insurance agents: booking pages, team scheduling, calendar sync, reminders, pricing, CRM connections and contract terms.

https://insuranceagencytools.com/appulate/ 2026-10-09T00:00:00Z

Appulate review: free ProducerConnect Standard paid for by markets, Premium with every market, ACORD import from your agency system and four ways to submit.

https://insuranceagencytools.com/armasourcing/ 2026-10-09T00:00:00Z

Armasourcing review for insurance agencies: pricing models, no setup fee, screening, replacement guarantee, security and terms.

https://insuranceagencytools.com/awl/ 2026-10-09T00:00:00Z

AWL, the company behind InsuranceLeads.com, InsuranceQuotes and NetQuote, sells shared web leads, live transfers and clicks. See costs, sample leads for 10 lines, returns and similar lead companies.

https://insuranceagencytools.com/axis/ 2026-10-09T00:00:00Z

Axis Insurance Services E&O review: how this broker places agents and brokers E&O, who can apply, limits up to $100 million, defense options and how to apply.

https://insuranceagencytools.com/backnine-quote-and-apply/ 2026-10-09T00:00:00Z

BackNine Quote & Apply review for life agents: no software fee with BackNine contracting, 22 carriers, prefilled eApps, consumer quote links and AMS connections.

https://insuranceagencytools.com/bass-underwriters/ 2026-10-09T00:00:00Z

Bass Underwriters review for retail agents: commercial, coastal home and specialty E&S placement, quoting before appointment, agency billing and who owns the expirations.

https://insuranceagencytools.com/benefeature/ 2026-10-09T00:00:00Z

Benefeature review for benefits brokers: Form 5500 group data, modeled premium, broker detail, HubSpot sync, seat prices and contract terms.

https://insuranceagencytools.com/benefit-signals/ 2026-10-09T00:00:00Z

Benefit Signals review for benefits brokers: filed Schedule A renewal dates, switch rankings, decision maker contacts, monthly prices and terms.

https://insuranceagencytools.com/benefitflow/ 2026-10-09T00:00:00Z

BenefitFlow review for benefits brokers: Form 5500 and workers comp data, how renewal dates are set, contact credits, CRM sync and plan limits.

https://insuranceagencytools.com/research/ai-answers-about-lead-companies/ 2026-10-08T00:00:00Z 2026-10-08T00:00:00Z

We ran 112 questions about 23 insurance lead companies through ChatGPT, Perplexity, Claude and Gemini and checked what they told us. 1 in 3 answers had something wrong in it.

https://insuranceagencytools.com/research/insurance-lead-company-terms/ 2026-10-07T00:00:00Z 2026-10-06T00:00:00Z

We read the buyer terms, return policies and agreements of 23 insurance lead companies. Here is what they say about returns, refunds, TCPA risk, disputes and who owns the lead.

https://insuranceagencytools.com/guides/insurance-lead-consent-questions/ 2026-10-07T00:00:00Z 2026-10-06T00:00:00Z

What lead company contracts say about TCPA compliance and consent proof, and the questions to ask a seller before you call or text a single lead.

https://insuranceagencytools.com/guides/how-to-test-an-insurance-lead-company/ 2026-10-07T00:00:00Z 2026-10-06T00:00:00Z

A simple way to test two or three lead companies side by side and compare them on cost per sale, with what to set up before the first lead arrives.

https://insuranceagencytools.com/guides/shared-vs-exclusive-vs-aged-insurance-leads/ 2026-10-07T00:00:00Z 2026-10-06T00:00:00Z

How many agents get a shared lead, when an exclusive lead stops being exclusive and what aged leads have been through, from the rules of 23 lead companies.