Agency management system finder
Tell us what you write and what the system has to do, and the shortlist shrinks as you answer. It covers 22 agency management systems, from P&C systems to life, health and benefits platforms.
Your shortlist
Vendors with the most published facts come first, then those with a verified identity, published prices and more years in business. Paid placement never changes that order.
All 22 agency management systems
The table uses the same order.
| System | Starting price | Lines | Runs | Carrier downloads | Rating | Trust accounting |
|---|---|---|---|---|---|---|
| HawkSoft | $99 per concurrent seat per month plus a $100 monthly base fee (October 2026) | P&C, personal lines, commercial and workers comp | Desktop app with hosted data | Yes, through IVANS, TEAM-UP, IMT Group and 4 more | Bridges to outside raters: Agency Computer Systems (ACS), Applied Rater, AccuAgency and 7 more | Yes |
| AgencyPro | Not published | P&C, personal lines, commercial and workers comp | On your own server | Yes, through IVANS and direct carrier | Uses an outside rater | Yes |
| NextAgency | From $70.83 per user per month, billed annually (October 2026) | Health, medicare, benefits, life, long-term care and disability | Not published | No | Not published | Not published |
| EZLynx | Custom quote | Personal lines and commercial | Not published | Yes, through IVANS, TEAM-UP and proprietary carrier software | Not published | Not published |
| Momentum AMP | From $119 per month (October 2026) | P&C, personal lines, commercial, health, medicare and life | Not published | Yes, through IVANS, TEAM-UP and direct carrier | Not published | Not published |
| QQCatalyst | Not published | P&C, personal lines and commercial | In a browser | Yes, through IVANS, TEAM-UP and carrier download installers | Bridges to outside raters: PL Rating and EZLynx Rater | Yes |
| BenefitPoint | Not published | Benefits and group | In a browser | Not published | Built in: Plansight | Not published |
| Agency Matrix | Not published | Personal lines | In a browser | Yes, through IVANS, TEAM-UP and AL3 file upload | Bridges to outside raters: TurboRater and TurboRater for Websites | Not published |
| AMS360 | Not published | P&C, personal lines and commercial | Desktop app with hosted data | Yes, through IVANS, direct carrier, FTP and 2 more | Bridges to outside raters: PL Rating, Commercial Submissions and Producer Plus | Yes |
| Partner Platform | Not published | P&C, commercial and personal lines | In a browser | Yes, through IVANS and TEAM-UP | Bridges to outside raters: TurboRater, PL Rating, Semsee and 7 more | Yes |
| Sagitta | Not published | P&C, commercial and personal lines | Desktop app with hosted data | Yes, through Sagitta Download Agent and TransactNOW eDocs | Bridges to outside raters: Vertafore Commercial Submissions and Vertafore PL Rating | Not published |
| Insly | Not published | P&C, commercial and personal lines | In a browser | No | Built in: Insly product builder, Insly API rating engine, BrokerFlow and 1 more | Not published |
| Xanatek | Not published | P&C, personal lines and commercial | In a browser | Yes | Built in: XanaRate, Applied Rater, ACS and 2 more | Not published |
| JenesisLink | Custom quote | P&C | Not published | Not published | Not published | Not published |
| AgencyBloc AMS+ | Custom quote | Health, medicare, benefits and life | Not published | Not published | Not published | Not published |
| Eclipse | Custom quote | P&C, personal lines, commercial and life and health | Desktop app with hosted data and On your own server | Yes, through IVANS and carrier downloads | Bridges to outside raters: AccuAuto Rating, ACS 2000, Applied Rater and 11 more | Not published |
| Applied Epic | Not published | P&C, personal lines, commercial and benefits | Not published | Yes, through IVANS | Not published | Not published |
| Newton by Agency Systems | Not published | P&C, personal lines and commercial | On your own server | Yes, through IVANS, TEAM-UP and direct carrier | Bridges to outside raters: AccuAuto, ACS2000, Evolution (Capital Rating) and 5 more | Yes |
| BrokerageBuilder | Not published | Benefits and group | In a browser | Not published | Uses an outside rater: Zywave Quoting Solution (CPQ Benefits), sold separately and Zywave Quoting Solution (CPQ Benefits) | Not published |
| MedicarePRO CRM | From $45 per month (October 2026) | Medicare, health and life | Not published | No | Not published | Not published |
| Amplo (formerly Veruna) | Not published | P&C, personal lines and commercial | In a browser | Yes, through carrier portals, raters and downloads | Uses an outside rater | Yes |
| Nexsure | Not published | P&C, personal lines, commercial and benefits | In a browser | Yes, through IVANS | Bridges to outside raters: ACS2000, Capital Evolution, CNA and 5 more | Yes |
4 of 22 systems publish a price and the rest quote after a demo. Prices are per user or per account as of the month shown, before setup, conversion and add-on fees.
How this tool works
A system stays on the shortlist only if its own product pages, help docs or agreements say it fits your answer. If it doesn't say, we leave it off and count it under the list, so you know who to ask in a demo.
Lines come from what each vendor says the product handles. "Rating built in" means the vendor sells a rater inside the system, and systems that bridge to an outside rater show the raters they name. Trust accounting and a general ledger count only when the vendor describes them inside the system itself, so a system that keeps the ledger in QuickBooks doesn't count for "Its own general ledger".
Only 4 of 22 systems publish a price, which is why you can sort by price as well as by the default order. There's no score or grade here, and nobody pays to move up.