Insurance Agency Automation Software
Major Agency Management Systems (AMS)
AMS360 by Vertafore
- Website: https://www.vertafore.com/products/agency-management-software/ams360
- Description: Best-in-class platform for independent agencies, brokers, MGAs, and MGUs to manage operations and boost profitability.
Applied Systems (Epic & Applied TAM)
- Website: https://www1.appliedsystems.com/en-us/
- Description: Leading provider of insurance technology solutions with comprehensive agency management capabilities.
EZLynx
- Website: https://www.ezlynx.com/
- Description: All-in-one solution featuring comparative rater, agency management system, and CRM software with real-time quoting capabilities.
NowCerts
- Website: https://www.nowcerts.com/
- Description: Open, capable, and affordable agency management system designed for modern insurance agents.
BenefitPoint by Applied Systems
- Website: https://www1.appliedsystems.com/en-us/
- Description: Specialized platform created specifically to support agencies and brokers with large benefits businesses.
AgencyBloc
- Website: https://www.agencybloc.com/
- Description: CRM and agency management system built specifically for life and health insurance agencies.
Better Agency
- Website: https://betteragency.io/
- Description: Sales-focused insurance management software offering comprehensive automation for sales and service management.
Specialized Automation Platforms
FlowForma
- Website: https://www.flowforma.com/
- Description: Process automation platform that helps insurers digitize operations without costly IT overhauls.
Superblocks
- Website: https://www.superblocks.com/
- Description: General-purpose internal-tools and workflow orchestration platform, used across regulated industries including insurance, healthcare, and financial services, that enables teams to build custom automation workflows.
Creatio
- Website: https://www.creatio.com/industries/insurance
- Description: No-code CRM and workflow automation platform with AI-powered tools for insurance agencies, including policy management and underwriting.
Formstack
- Website: https://www.formstack.com/
- Description: Digital forms and workflow automation platform that helps insurance agencies streamline data collection and processing.
Roots Automation (now Bevaya)
- Website: https://www.bevaya.ai/
- Description: AI agent platform built specifically for insurance, focusing on intelligent automation and process optimization across underwriting, claims, and policy servicing. Relaunched under the Bevaya brand in May 2026.
AI-Powered Solutions
BlueMind
- Website: https://bluemind.app/
- Description: AI-powered software focused on process automation to reduce application processing time at all stages.
Gradient AI
- Website: https://www.gradientai.com/
- Description: Boston-based enterprise software provider specializing in AI solutions for insurance underwriting through their SAIL™ platform.
vBots by Coventus
- Website: https://vbots.ai/
- Description: AI-powered automation platform purpose-built for P&C insurance agencies, deploying intelligent assistants that read documents, apply business rules, and take action directly in the AMS. Integrates with Applied Epic, Vertafore, HawkSoft, Veruna, and other major agency systems. Supporting partner of ACT (Agents Council for Technology).
Additional Notable Platforms
BrokerageBuilder
- Website: https://www.zywave.com/products/brokeragebuilder/
- Description: Insurance agency management software specifically designed for employee benefits brokers.
InsurLink by Vertafore
- Website: https://www.vertafore.com/
- Description: Part of Vertafore’s suite of insurance agency software solutions.
NASASOFT
- Website: https://www.nasasoft.com/
- Description: Provider of comprehensive insurance management systems and solutions.
Key Features to Look For
When evaluating insurance agency automation software, consider these essential capabilities:
- Policy Management: Comprehensive policy lifecycle management
- Claims Processing: Automated claims intake and processing workflows
- Customer Relationship Management (CRM): Lead management and client communication tools
- Comparative Rating: Real-time quote comparison across multiple carriers
- Document Management: Digital storage and automated document generation
- Workflow Automation: Customizable business process automation
- Integration Capabilities: API connections with carriers and third-party services
- Reporting and Analytics: Performance tracking and business intelligence
- Mobile Accessibility: Mobile apps for field agents and remote work
- Compliance Management: Automated compliance tracking and reporting
Market Trends for 2026
Insurance teams are investing in insurance automation software to speed up workflows and scale operations without scaling headcount. The industry is moving toward:
- AI-powered underwriting and claims processing
- No-code automation platforms
- Enhanced mobile capabilities
- Advanced analytics and reporting
- Improved carrier integration
- Customer self-service portals
Selection Considerations
- Agency Size: Different solutions cater to different agency sizes
- Lines of Business: Some platforms specialize in specific insurance types
- Budget: Solutions range from affordable to enterprise-level pricing
- Integration Requirements: Consider existing systems and carrier relationships
- Scalability: Choose platforms that can grow with your agency
- Support and Training: Evaluate vendor support and training resources
Note: This list includes both established agency management systems and newer automation platforms. Pricing, features, and availability may vary. It’s recommended to contact vendors directly for current pricing and feature details.
AI Disclaimer: This content was created with assistance from artificial intelligence technology. While content is based on factual information from the source material, readers should verify all details directly with the respective sources before making business decisions.
