Insurance agency tech stack builder
Pick one product for each job your agency needs, from 152 we cover. See what the stack costs a month and in its first year, which picks document a connection to each other and where two picks do the same job.
What your stack costs and connects
Pick at least one product.
Every product by job
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.
99 of 152 products publish a monthly price. The lowest published plan is shown, with the month we confirmed it. Connections count only what each vendor documents.
| Product | Job | Lowest published plan | Setup | Also works as | Connections |
|---|---|---|---|---|---|
| HawkSoft | Agency management system | $99 per concurrent seat per month plus a $100 monthly base fee (October 2026) | Main Number Texting: $99 one time, for that option | None stated | 7 |
| AgencyPro | Agency management system | Not published | Not published | None stated | 0 |
| NextAgency | Agency management system | $850 per user per year (October 2026) | API activation and usage: $50 one-time activation. The first 10,000 requests per month are included, then $25 for 10,001-100,000 and each additional 100,000 requests | CRM | 3 |
| Momentum AMP | Agency management system | $119 per month (October 2026) | Not published | CRM | 5 |
| QQCatalyst | Agency management system | Not published | Data conversion (one-time): Quoted in your order or a statement of work. | None stated | 4 |
| BenefitPoint | Agency management system | Not published | Setup and conversion (one-time): Priced in a statement of work from Vertafore Professional Services. | None stated | 2 |
| Agency Matrix | Agency management system | Not published | Professional services (one-time setup): A one-time professional services fee, due when you sign. Hours you don't use expire after 6 months. | CRM | 2 |
| AMS360 | Agency management system | Not published | Professional services (one-time setup): Conversion and implementation are quoted in a Statement of Work. | None stated | 3 |
| Partner Platform | Agency management system | Not published | Not published | None stated | 3 |
| Sagitta | Agency management system | Not published | Setup and conversion (one-time): Priced in a statement of work from Vertafore Professional Services. | None stated | 1 |
| Insly | Agency management system | Not published | Implementation (one-time setup): A fixed fee or pay as you go, quoted for each project. | None stated | 0 |
| Xanatek | Agency management system | Not published | Startup fee (one-time setup): Quoted for each agency. | None stated | 9 |
| Eclipse | Agency management system | Custom quote | Not published | None stated | 5 |
| Applied Epic | Agency management system | Not published | Not published | CRM | 4 |
| Newton by Agency Systems | Agency management system | Not published | Not published | None stated | 3 |
| BrokerageBuilder | Agency management system | Not published | Not published | None stated | 1 |
| Amplo (formerly Veruna) | Agency management system | Not published | Not published | CRM | 0 |
| Nexsure | Agency management system | Not published | Not published | None stated | 2 |
| Redtail CRM | CRM | $39 per user per month (October 2026) | Setup: No setup fee. | None stated | 1 |
| DYL | CRM | $49 per user per month (October 2026) | Onboarding: One time: $50 on Starter and Growth, $250 on Pro, $1,000 on Enterprise. | Dialer or phone system | 2 |
| Insureio | CRM | $25 per month (October 2026) | Not published | None stated | 3 |
| Ringy | CRM | $119 per month (October 2026) | Not published | Dialer or phone system | 0 |
| Shape | CRM | Not published | Not published | Dialer or phone system | 5 |
| Smart Agent CRM | CRM | $800 per user per year (October 2026) | CRM setup: No separate CRM setup fee | None stated | 5 |
| Zoho CRM | CRM | $0 per month (October 2026) | Not published | None stated | 0 |
| Agency MVP | CRM | $99 per month (October 2026) | Not published | None stated | 5 |
| Act! | CRM | $30 per user per month (October 2026) | Not published | None stated | 0 |
| Ontraport | CRM | $83 per month (October 2026) | Done-with-you Setup and Training: $897 one time, for that option | None stated | 0 |
| Pipedrive | CRM | $14 per user per month (October 2026) | Implementation: Pipedrive says implementation is free when you sign up for a pricing plan over $400 a year. | None stated | 1 |
| HubSpot | CRM | $0 per month (October 2026) | Sales Hub Professional onboarding: Required one-time onboarding fee of $1,500. | None stated | 1 |
| Agent CRM | CRM | $970 per year (October 2026) | DIY Agency setup: $1,000 one-time setup fee | Dialer or phone system | 1 |
| GoHealth Agent Platform | CRM | Not published | Not published | None stated | 0 |
| JustCall | Dialer or phone system | $29 per user per month (October 2026) | Not published | None stated | 3 |
| ClientCircle | Dialer or phone system | Not published | Not published | CRM | 4 |
| PhoneBurner | Dialer or phone system | $140 per user per month (October 2026) | Sub-admin setup: $250 one time, for that option | None stated | 2 |
| ReadyMode | Dialer or phone system | $199 per license per month (October 2026) | Setup: Setup fee waived on Starter and iQ. | None stated | 4 |
| InterCloud9 | Dialer or phone system | $45 per 1,000 credits per month (October 2026) | Standalone A2P setup fee: $25 one time, for that option | None stated | 1 |
| Dialpad | Dialer or phone system | $15 per user per month (October 2026) | Not published | None stated | 2 |
| Lightspeed Voice | Dialer or phone system | Not published | Late activation: If service is not activated within 90 days of the agreement's effective date, the customer pays 50% of the monthly recurring charges as if the service were in use. | None stated | 6 |
| Mojo Dialer | Dialer or phone system | $89 per license per month plus $10 per user per month for Agent Access (October 2026) | Setup and cancellation: No setup fee and no cancellation fee. Prepaid fees are not refunded. | None stated | 1 |
| Five9 | Dialer or phone system | $119 per user per month (October 2026) | Implementation: Professional services for setup, training and implementation are quote only. | None stated | 1 |
| Aircall | Dialer or phone system | $30 per user per month (October 2026) | Not published | None stated | 3 |
| Nextiva | Dialer or phone system | $15 per user per month (October 2026) | 10DLC campaign setup: $15 one time, for that option | None stated | 4 |
| CloudTalk | Dialer or phone system | $25 per user per month (October 2026) | Setup: There is no setup or onboarding fee. | None stated | 4 |
| Intulse | Dialer or phone system | $26 per extension per month (October 2026) | Not published | None stated | 6 |
| RingCentral | Dialer or phone system | Not published | Setup and implementation: Professional and implementation services are quote only. | None stated | 3 |
| EVS7 | Dialer or phone system | $19 per user per month (October 2026) | Not published | None stated | 3 |
| Ooma Office | Dialer or phone system | $19.95 per user per month (October 2026) | $29.95 | None stated | 1 |
| ProspectBoss | Dialer or phone system | $199 per user per month (October 2026) | Not published | None stated | 0 |
| Slybroadcast | Dialer or phone system | $8 per month (October 2026) | Not published | None stated | 1 |
| Bridge | Dialer or phone system | $20 per user per month (October 2026) | Not published | None stated | 6 |
| Drop Cowboy | Dialer or phone system | $29 per seat per month (October 2026) | Not published | CRM | 3 |
| Kixie | Dialer or phone system | Not published | Setup: No setup fee. | None stated | 3 |
| Quo | Dialer or phone system | $15 per user per month (October 2026) | Not published | None stated | 3 |
| Velocify Dial-IQ | Dialer or phone system | Custom quote | Not published | None stated | 1 |
| Twilio | Dialer or phone system | $150 per named user per month (August 2026) | Not published | None stated | 0 |
| TextSpot | Dialer or phone system | $150 per year (October 2026) | Not published | None stated | 2 |
| VanceTel | Dialer or phone system | $24 per user per month (October 2026) | $0 | None stated | 4 |
| Call Logic | Dialer or phone system | $79 per seat per month (October 2026) | Not published | None stated | 1 |
| Phone.com | Dialer or phone system | Not published | Not published | None stated | 1 |
| EZLynx Rating Engine | Comparative rater or quoting | Not published | Not published | None stated | 1 |
| ConnectureDRX PlanCompare | Comparative rater or quoting | $100 per agent per month (October 2026) | Not published | None stated | 0 |
| COMPULIFE | Comparative rater or quoting | $110 per year (October 2026) | Standard setup: No setup fee is published for the standard products. | None stated | 0 |
| CSG MarketAdvisor | Comparative rater or quoting | $216 per year (October 2026) | Not published | None stated | 1 |
| Zinnia | Comparative rater or quoting | $525 per user per year (October 2026) | Not published | None stated | 0 |
| Ninja Quoter | Comparative rater or quoting | $19 per month (October 2026) | Setup fee: No setup fee is published. | None stated | 0 |
| BackNine Quote & Apply | Comparative rater or quoting | Not published | Custom domain setup: $1,000 one time, for that option | None stated | 5 |
| Free FEX Quoter | Comparative rater or quoting | Not published | Not published | None stated | 0 |
| LifeBrain | Comparative rater or quoting | $71 per user per year (October 2026) | Not published | None stated | 0 |
| Quility Navigator | Comparative rater or quoting | Not published | Not published | None stated | 0 |
| QuoteRUSH | Comparative rater or quoting | Not published | Not published | None stated | 1 |
| Insurance Toolkits | Comparative rater or quoting | $39.99 per agent per month (October 2026) | Not published | None stated | 0 |
| HealthSherpa for Agents | Comparative rater or quoting | Not published | Not published | None stated | 0 |
| TurboRater | Comparative rater or quoting | Custom quote | Not published | None stated | 10 |
| PL Rating | Comparative rater or quoting | Custom quote | Not published | None stated | 8 |
| Epic Quotes Personal Lines | Comparative rater or quoting | Custom quote | Not published | None stated | 1 |
| iPipeline LifePipe | Comparative rater or quoting | Custom quote | Not published | None stated | 0 |
| CANNEX | Comparative rater or quoting | Custom quote | Not published | None stated | 0 |
| HealthConnect Broker Portal | Comparative rater or quoting | Custom quote | Not published | None stated | 0 |
| Hexure | Comparative rater or quoting | Custom quote | Not published | None stated | 1 |
| Epic Quotes Commercial Lines | Comparative rater or quoting | Custom quote | Not published | None stated | 1 |
| IntegrityCONNECT | Comparative rater or quoting | Not published | Not published | None stated | 1 |
| Quotit | Comparative rater or quoting | $99 per month (October 2026) | Agency activation fee: $300 one time, for that option | None stated | 0 |
| AgencyBloc Quote+ | Comparative rater or quoting | Custom quote | Not published | None stated | 0 |
| QuotePro | Comparative rater or quoting | Custom quote | Not published | None stated | 0 |
| Ensight Intelligent Quote | Comparative rater or quoting | Custom quote | Not published | None stated | 0 |
| SunFire | Comparative rater or quoting | Custom quote | Not published | None stated | 0 |
| GetInsured | Comparative rater or quoting | Custom quote | Not published | None stated | 0 |
| Quoteplicity | Comparative rater or quoting | $59 per month (October 2026) | Launchpad setup: Optional done-for-you setup, training and funnel build, priced on request. | None stated | 0 |
| MedicareCopilot | Comparative rater or quoting | $149 per seat per month (October 2026) | Setup: No setup fee | None stated | 1 |
| Tarmika | Comparative rater or quoting | Custom quote | Not published | None stated | 1 |
| Mailchimp | Email marketing | $0 per month (October 2026) | Not published | None stated | 0 |
| MailerLite | Email marketing | $0 per month (October 2026) | Not published | None stated | 1 |
| GetResponse Email Marketing | Email marketing | $0 per month (October 2026) | Not published | None stated | 0 |
| Zywave Marketing Automation and AgencyBuzz | Email marketing | $199.95 per month (October 2026) | AgencyBuzz setup fee: $1,000 one time, for that option | None stated | 5 |
| ActiveCampaign Email Marketing | Email marketing | $15 per month (October 2026) | Setup: No setup fees | None stated | 2 |
| Levitate for Insurance | Email marketing | Custom quote | Not published | None stated | 4 |
| Brevo | Email marketing | $0 per month (October 2026) | Not published | None stated | 0 |
| Zoho Campaigns | Email marketing | $0 per month (October 2026) | Not published | None stated | 2 |
| Constant Contact Email Marketing | Email marketing | $10.20 per month (October 2026) | Not published | None stated | 0 |
| Agency Revolution Fuse | Email marketing | $249 per month (October 2026) | Fuse setup fee: $500 one time, for that option | None stated | 7 |
| ClientCircle Insurance Email | Email marketing | Custom quote | Not published | Dialer or phone system | 8 |
| Advisor Websites | Website | $99 per month (October 2026) | Website Grow setup: $2,499 one time, for that option | None stated | 2 |
| InsuranceWebDesigns | Website | $69.95 per month (October 2026) | Not published | None stated | 4 |
| Leadsurance | Website | $24 per month (October 2026) | Not published | None stated | 0 |
| BrightFire | Website | $170 per month (October 2026) | $0 | None stated | 17 |
| Wired Byte IT | Website | $197 per month (October 2026) | Not published | None stated | 0 |
| Agency Revolution Forge | Website | $140 per month (October 2026) | Premium setup: $1,000 one time, for that option | None stated | 12 |
| Sippican Digital | Website | $297 per month (October 2026) | $1,500 | None stated | 4 |
| Advisor Evolved | Website | $150 per month (October 2026) | Custom Build setup: $5,600 one time, for that option | None stated | 6 |
| Banyan Theory | Website | $49 per month (October 2026) | PRO Design+Build setup: $899 one time, for that option | None stated | 1 |
| InsuranceSplash | Website | $89 per month (October 2026) | $0 | None stated | 4 |
| GravityCerts | Website | $1,990 per year (October 2026) | Agency Pass custom design setup: $3,995 one time, for that option | None stated | 6 |
| Insurance Agency Web Design | Website | Not published | Not published | None stated | 0 |
| Blink | Website | $949 per year (October 2026) | Not published | None stated | 0 |
| AgentMethods | Website | Custom quote | Extra onboarding meeting: $100 one time, for that option | None stated | 1 |
| OnceHub | Scheduling | Not published | Not published | None stated | 2 |
| SimplyBook.me | Scheduling | $0 per account per month (October 2026) | Full setup: Full setup starts at $499 and includes setup assistance, design help, training and two months of Premium subscription. | None stated | 1 |
| YouCanBookMe | Scheduling | $0 per account per month (October 2026) | Not published | None stated | 1 |
| Appointlet | Scheduling | $9 per member per month (October 2026) | Not published | None stated | 2 |
| Zoho Bookings | Scheduling | $6 per seat per month (October 2026) | Not published | None stated | 2 |
| Square Appointments | Scheduling | $0 per location per month (October 2026) | Not published | None stated | 1 |
| Setmore | Scheduling | $0 per user per month (October 2026) | Not published | None stated | 3 |
| EZnet Scheduler | Scheduling | $0 per account per month (October 2026) | Not published | None stated | 0 |
| Calendly | Scheduling | $10 per seat per month (October 2026) | Not published | None stated | 2 |
| Acuity Scheduling | Scheduling | $16 per month (October 2026) | Setup: No setup fee. | None stated | 3 |
| Doodle | Scheduling | $11 per seat per month (October 2026) | Not published | None stated | 1 |
| HubSpot Meetings | Scheduling | $7 per seat per month (October 2026) | Enterprise onboarding: $3,500 one time, for that option | None stated | 2 |
| Microsoft Bookings | Scheduling | $3 per seat per month (October 2026) | Not published | None stated | 1 |
| Google Calendar appointment schedules | Scheduling | $0 per month (October 2026) | Not published | None stated | 0 |
| Cal.com | Scheduling | $0 per user per month (October 2026) | Not published | None stated | 2 |
| GoReminders | Scheduling | $8 per month (October 2026) | Setup fee: No setup fee. | None stated | 3 |
| SchedulingKit | Scheduling | $0 per seat per month (October 2026) | Not published | None stated | 1 |
| Zeeg | Scheduling | $10 per user per month (October 2026) | Not published | None stated | 2 |
| GReminders | Scheduling | $0 per month (October 2026) | Onboarding packages: Standard and Premier onboarding packages are for sale, with no published price. | None stated | 5 |
| Chili Piper | Scheduling | $12 per user per month (October 2026) | Implementation and other services: Service charges set on the order form and separate from the package price. | None stated | 2 |
| meetergo | Scheduling | $9.90 per user per month (October 2026) | Not published | None stated | 2 |
| TidyCal | Scheduling | $99 per year (October 2026) | Not published | None stated | 1 |
| SavvyCal | Scheduling | $10 per user per month (October 2026) | Free setup and testing access: $0 one time, for that option | None stated | 1 |
| Schedly | Scheduling | $0 per month (October 2026) | Concierge onboarding setup: Optional concierge setup is $399. | None stated | 3 |
| ePayPolicy | Payments | $25 per month (October 2026) | Implementation and onboarding: A one-time fee may apply. ePayPolicy gives you the amount in writing before your account goes live. | None stated | 6 |
| Input 1 | Payments | $20 per month (October 2026) | Setup: No setup fee for Digital Payments. | None stated | 2 |
| AndDone | Payments | Not published | Not published | None stated | 1 |
| Applied Pay | Payments | Not published | Not published | Agency management system | 1 |
| InsurePay | Payments | Custom quote | Not published | None stated | 0 |
| NextCommission | Commission software | $133.33 per agency per month (October 2026) | Not published | None stated | 1 |
| AgencyComp | Commission software | $39.95 per month (October 2026) | Onboarding: $150 for up to 10 carriers, then $12 for each extra carrier. It covers policy import, commission plans, statement maps and 2 past statements per carrier. | None stated | 0 |
| Core Commissions | Commission software | $10 per payee per month (October 2026) | Quick Start setup: $500 one time and required before any new subscription. It includes up to 10 hours of rules, report and dashboard configuration, training and 30 days of system use after setup. No refund once the instance is provisioned. | None stated | 3 |
| Commission Clarity | Commission software | $200 per year (October 2026) | Not published | None stated | 0 |
| GreenWave Commission | Commission software | Not published | Not published | None stated | 1 |
| Commission Tracker | Commission software | $67 per month (October 2026) | $120 | None stated | 0 |
| CommissionIQ | Commission software | $79 per month (October 2026) | Not published | None stated | 0 |
How this tool works
Monthly cost uses each pick's lowest published plan. A per-user price is multiplied by your seats. Add-ons, usage, texting and phone numbers are not included. A pick with no published price adds nothing until you enter a quote.
First-year cost is the monthly cost times 12 plus a published setup fee. We count a setup fee only when the record ties one amount to the plan. When a vendor lists several setup fees by plan, the page says so and leaves it to you.
Connections come from the integrations each vendor documents, matched by product name, including former names such as NowCerts for Momentum AMP. A pair shows "Not documented" unless one or both vendors document a connection to the other. When both list Zapier, the page says a Zap may link them, which is a weaker claim than a documented connection.
Overlaps come from what each record says the product is, for example a CRM with a built-in dialer or an AMS that includes a CRM.