How Much Does an Insurance Agency Management System Cost?
Three of the 18 agency management systems here put prices in dollars on their sites. 14 price by quote only and one publishes add-on prices only.
Two vendors publish a price per person per month, from $70.83 to $99. Every price is dated October 2026.
Pricing models
Each row takes the lowest published price a vendor has in that unit. Add-ons, setup fees, usage rates and prices for one narrow group of buyers are not counted, and a price per person is never mixed in with a flat plan.
Of the three that price in dollars, two charge only for each person who uses it (HawkSoft and NextAgency), so the bill grows as you add people. One charges only a flat price for the whole account (Momentum AMP).
| Pricing unit | Vendors | Lowest starting price | Highest starting price |
|---|---|---|---|
| Per person per month | 2 | $70.83 | $99 |
| Per account per month | 1 | $119 | $119 |
Published prices by vendor
We list these in the default order built on trust factors. A higher spot is not a quality ranking.
| Vendor | Plan or item | Price | Unit | Billing | As of |
|---|---|---|---|---|---|
| HawkSoft | HawkSoft 6 per user, plus a $100 monthly base fee | $99 | concurrent seat per month | Monthly | October 2026 |
| NextAgency | NextAgency paid yearly, per month | $70.83 | user per month | Yearly | October 2026 |
| NextAgency | NextAgency monthly | $85 | user per month | Monthly | October 2026 |
| NextAgency | NextAgency annual | $850 | user per year | Yearly | October 2026 |
| Momentum AMP | Momentum AMS Essentials | $119 | month | Monthly | October 2026 |
| Momentum AMP | Momentum AMS Professional | $199 | month | Monthly | October 2026 |
| Momentum AMP | Momentum AMS Business | $419 | month | Monthly | October 2026 |
Add-on prices are not listed here. Each profile lists them.
Setup and one-time fees
11 of the 18 list a setup, onboarding or other one-time fee, and two of those give a price. The rest describe a setup or conversion process but do not say whether it costs extra, so ask. Count any one-time fee in your first-year budget.
- HawkSoft. Setup and conversion: Conversion is a flat fee per database.
- AgencyPro. Combining datasets (one-time): Agency Software combines separate datasets for a fee.
- NextAgency. API activation and usage: $50 one-time activation.
- Agency Matrix. Professional services (one-time setup): A one-time professional services fee, due when you sign.
- AMS360. Professional services (one-time setup): Conversion and implementation are quoted in a Statement of Work.
- QQCatalyst. Data conversion (one-time): Quoted in your order or a statement of work.
- Sagitta. Setup and conversion (one-time): Priced in a statement of work from Vertafore Professional Services.
- Insly. Implementation (one-time setup): A fixed fee or pay as you go, quoted for each project.
- BenefitPoint. Setup and conversion (one-time): Priced in a statement of work from Vertafore Professional Services.
- Eclipse. Data transfer (one-time): Typically starts at about $750.
- Xanatek. Startup fee (one-time setup): Quoted for each agency. Data conversion (one-time): Quoted for each agency, with 15% off for PIA members.
Contract terms
The contract decides what you pay over time and what it costs to leave. Read the term, the renewal rule and the notice period before you sign.
Two of the 18 offer month-to-month terms (NextAgency and Momentum AMP). Xanatek, Partner Platform, Newton by Agency Systems, Amplo (formerly Veruna) and Nexsure publish no contract terms, so they are not listed.
The default order goes by trust factors. It is not our pick of the best.
| Vendor | Contract |
|---|---|
| HawkSoft | Month to month unless the sales proposal sets a term. Cancel any time, effective the 1st of the next month |
| AgencyPro | Support and updates need an annual maintenance fee billed in advance |
| NextAgency | Month to month or prepaid yearly, renewing automatically |
| Momentum AMP | Month to month, 15 days' notice |
| QQCatalyst | Term set in your order, renews automatically unless you give written notice 60 days before it ends |
| BenefitPoint | Term set by your order, renewing automatically unless you give 60 days' written notice |
| Agency Matrix | Term set in your order, renewing automatically unless you give 60 days' written notice |
| AMS360 | Term set on your order. Renews automatically unless you give 60 days' notice |
| Sagitta | Term set by your order. Renews automatically unless you give 60 days' notice |
| Insly | Monthly license, 3 months' notice to end |
| Eclipse | No long-term contract, per the vendor's FAQ. No written terms published |
| Applied Epic | Set by your license agreement |
| BrokerageBuilder | Auto-renews unless you give 60 days' written notice |
Vendors that quote or do not publish prices
Quote only. Eclipse, Agency Matrix, AMS360, QQCatalyst, Sagitta, Insly, BenefitPoint, Xanatek, Partner Platform, Newton by Agency Systems, BrokerageBuilder, Applied Epic, Amplo (formerly Veruna) and Nexsure price by quote. Ask each one for the full first-year cost in writing, with every fee.
Add-on prices only. AgencyPro publishes add-on prices but not the price of the base plan. Its profile lists them.
Frequently asked questions
How much do agency management systems cost?
Three of the 18 agency management systems on this page publish prices in dollars. The most common unit is per person per month, used by two, with starting prices from $70.83 to $99. 14 price by quote only.
Which agency management systems charge per user?
HawkSoft and NextAgency publish a price per user, seat or license.
Are add-ons included in these prices?
No. Every price here leaves add-ons out. Each vendor profile lists them.
Why do so few agency management systems publish prices?
15 of the 18 set the price in a quote or an agreement, so a number on a website is the exception here. Whichever one you call, ask for the full first-year cost in writing and make sure the setup fees and the contract term are in it.
Where do these figures come from?
They come from the vendors' own pages and are as of the month shown. If a vendor did not publish something we left it out.
How we researched this. We based this page on each vendor's published pricing where available, terms and product pages, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.