The 10 Best Insurance Agency Software Tools for Your Firm in 2026
The 10 best insurance agency software tools for your firm in 2026
Vivienne Chen Mar 02, 2026
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10 Best insurance agency software: At a glance
Insurance agency software helps you manage policies, service clients, handle renewals, and keep your agency running efficiently. Let’s compare the 10 best tools side by side:
| Tool | Best for | Starting price (billed monthly) | Key strength |
|---|---|---|---|
| Applied Epic | Large and enterprise agencies | Custom pricing | Deep carrier integrations |
| AMS360 | Mid-sized independent agencies | Custom pricing | Built-in accounting and reporting |
| HawkSoft | Independent insurance agencies | Custom pricing | Ease of use and responsive support |
| Momentum | Small independent insurance agencies | $99/month | Affordable policy management with built-in document storage and reporting |
| Assembly | Agencies using an AMS that want a branded client portal | $59/month | Branded client portals with CRM, billing, messaging, and file sharing |
| QQCatalyst | Independent agencies in the Vertafore ecosystem | Custom pricing | Native integration within the Vertafore ecosystem |
| AgencyZoom | Sales pipeline and renewals | $149/month for independent agencies | Insurance-native sales automation |
| GloveBoxCRM | Insurance CRM and client follow-up | $499/month | Pre-built automated campaigns |
| EZLynx | Comparative rating | Custom pricing | Multi-carrier quoting tools |
| ePayPolicy | Premium payment collection | $25/month | Insurance-focused payment processing |
Overview
1. Applied Epic: Best for large and enterprise agencies
- What it does: Applied Epic is an agency management system (AMS) with features for policy administration, carrier connectivity, accounting, and reporting.
- Who it's for: Mid-size to enterprise independent agencies needing comprehensive market access.
- Key features: Carrier connectivity, role-based dashboards, integrated accounting.
- Pros: Comprehensive system for P&C and benefits.
- Cons: More clicks needed for routine tasks.
- Pricing: Custom pricing.
2. AMS360: Best for mid-sized independent agencies
- What it does: A cloud-based agency management system that refines policy tracking, renewals, commission accounting, and reporting.
- Who it's for: Agencies wanting built-in accounting without a separate tool.
- Key features: Insurance-specific accounting, renewal tools, API library.
- Pros: Built-in commission tracking.
- Cons: Depends on consistent data entry.
- Pricing: Custom pricing.
3. HawkSoft: Best for independent insurance agencies
- What it does: An agency management system focused on policy management, client tracking, and commission accounting.
- Who it's for: Agencies that prioritize operational independence.
- Key features: Agency Intelligence reporting, native trust accounting, Uprate Alerts.
- Pros: Provides high degrees of functionality tailored for agencies.
- Cons: Limited customization.
- Pricing: Custom pricing.
4. Momentum: Best for small independent agencies
- What it does: Handles policy management and document storage within a singular cloud-based platform.
- Who it's for: Agencies wanting a comprehensive AMS at a lower cost.
- Key features: Policy management, document storage, open API.
- Pros: Affordable with core features across all tiers.
- Cons: Learning curve due to navigation.
- Pricing: Starting at $99/month.
5. Assembly: Best for agencies using an AMS
- What it does: A client portal and CRM improving client communications while maintaining agency branding.
- Who it's for: Agencies requiring a structured client relationship.
- Key features: Branded client portal, security compliance.
- Pros: Clients engage through your brand.
- Cons: Less suited for transactional sales.
- Pricing: Starts at $59/month.
(Additional software summaries continue in similar structured format)...
Conclusion
The right insurance agency software tool depends on your agency size, workflows, and operational needs.
Use this guide to identify which software can best support your unique agency requirements.