# The 10 best insurance agency software tools for your firm in 2026

Vivienne Chen Mar 02, 2026

### Keep policy requests out of your inbox  
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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](https://www1.appliedsystems.com/en-us/solutions/for-agents/agency-management-system/applied-epic/)** | Large and enterprise agencies | [Custom pricing](https://www1.appliedsystems.com/en-us/contact-us/) | Deep carrier integrations |
| **[AMS360](https://www.vertafore.com/products/ams360)** | Mid-sized independent agencies | [Custom pricing](https://www.vertafore.com/request-info) | Built-in accounting and reporting |
| **[HawkSoft](https://www.hawksoft.com/)** | Independent insurance agencies | [Custom pricing](https://www.hawksoft.com/demo/?2026-02-20) | Ease of use and responsive support |
| **[Momentum](https://www.nowcerts.com/)** | Small independent insurance agencies | [$99/month](https://momentumamp.com/pricing#AMS-pricing) | Affordable policy management with built-in document storage and reporting |
| **[Assembly](/content/site-root.html)** | Agencies using an AMS that want a branded client portal | [$59/month](/content/pricing/index.html) | Branded client portals with CRM, billing, messaging, and file sharing |
| **[QQCatalyst](https://www.vertafore.com/products/insurance-management-software/qqcatalyst)** | Independent agencies in the Vertafore ecosystem | [Custom pricing](https://www.vertafore.com/request-info) | Native integration within the Vertafore ecosystem |
| **[AgencyZoom](https://www.agencyzoom.com/)** | Sales pipeline and renewals | [$149/month](https://www.agencyzoom.com/pricing) for independent agencies | Insurance-native sales automation |
| **[GloveBoxCRM](https://glovebox.io/gloveboxcrm/)** | Insurance CRM and client follow-up | [$499/month](https://glovebox.io/pricing/) | Pre-built automated campaigns |
| **[EZLynx](https://www.ezlynx.com/)** | Comparative rating | [Custom pricing](https://www.ezlynx.com/landing/buy-now/) | Multi-carrier quoting tools |
| **[ePayPolicy](https://epaypolicy.com/)** | Premium payment collection | [$25/month](https://epaypolicy.com/pricing/) | Insurance-focused payment processing |

## Overview
### 1. Applied Epic: Best for large and enterprise agencies

- **What it does:** [Applied Epic](https://www1.appliedsystems.com/en-us/) 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)...

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## 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.