Policies, clients and renewals for agencies.
Listed alphabetically. A tool is ranked by its reviews once it has 3.
| Tool | Reviews | Lowest paid plan | Free plan | Free trial | Public API | Runs on | Main features |
|---|---|---|---|---|---|---|---|
AgencyBlocAn all-in-one platform built to help health and benefits agencies scale. | ReviewsNone yetWrite one for AgencyBloc | Lowest paid planNot confirmed | Free planNot confirmed | Free trialNot confirmed | Public APIYes | Runs onNot confirmed | Main features
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AgencyZoomInsurance sales and automation software to help agents grow their book of business. | ReviewsNone yetWrite one for AgencyZoom | Lowest paid plan$99per monthSingle Location Agency, as of November 13, 2026 | Free planNot confirmed | Free trial14 days | Public APINot confirmed | Runs oniOS, Android | |
AMS360AMS360 connects your people, processes, and data in one management system for insurance agencies. | ReviewsNone yetWrite one for AMS360 | Lowest paid planNot confirmed | Free planNot confirmed | Free trialNot confirmed | Public APIYes | Runs onNot confirmed | Main features |
| Applied EpicOne system to run your agency, write P&C and benefits, and connect with your carriers. | ReviewsNone yetWrite one for Applied Epic | Lowest paid planNot confirmed | Free planNot confirmed | Free trialNot confirmed | Public APIYes | Runs onWeb | Main features |
HawkSoftAn agency management system for insurance agencies. | ReviewsNone yetWrite one for HawkSoft | Lowest paid planNot confirmed | Free planNot confirmed | Free trialNot confirmed | Public APIYes | Runs onWeb, Google Chrome | Main features |
JenesisNowCloud-based insurance agency management system for independent insurance agencies. | ReviewsNone yetWrite one for JenesisNow | Lowest paid planNot confirmed | Free planNot confirmed | Free trialNot confirmed | Public APINot confirmed | Runs onNot confirmed | Main features
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NowCertsAn open, affordable agency management system for insurance agencies. | ReviewsNone yetWrite one for NowCerts | Lowest paid planNot confirmed | Free planNot confirmed | Free trial30 days | Public APIYes | Runs onNot confirmed |
From each tool's own website. “Not confirmed” means we couldn't confirm it there, not that the tool doesn't have it. Each tool's page says when its facts were checked.
Missing one you use? Add a tool and write the first review.
A tool gets a rating after 3 published reviews. Rated tools are ordered by their average rating, then by how many reviews they have. Vendors can't pay to change their position.
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