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Top 10 Insurance Agency Management Solution Companies - 2021

The COVID-19 pandemic has become the call to action for insurance organizations to speed up their digital transformation journeys— to reduce operating costs, serve customers more seamlessly, and shield themselves from future disruptions. With the growing volumes of policies and the evolving demands of the customers, it’s no longer viable for them to remain un-automated. It has become imperative for insurers to have the right technology in place to gain a competitive advantage in today’s ever-evolving insurance landscape. Notably, with an efficient insurance agency management solution, an insurance organization can get full-stack control over its business processes, client support, billing, and reporting.

Meanwhile, artificial intelligence (AI) and robotic process automation (RPA) is taking center stage in the insurance landscape by profoundly improving business outcomes in customer experience, cost optimization, and operational efficiencies. For instance, AI-enabled chatbots have become mainstream in both back and front offices to automate policy serving and claims management. AI also enables to provide a technology-driven digital experience to the users by blending analytics and design to the harnessed data. By leveraging AI, modern insurance organizations are automating routine customer care activities, enhancing the customer experience, and freeing up the agents to focus on priorities.

Advanced analytics is also being deployed to dynamically segment users and their needs, model behaviors, optimize operational strategies, and identify new growth opportunities. In that regard, many insurers have started to collect a wide variety of user data to understand and predict customer behavior. However, the need for such huge volumes of customer data to be processed in real-time calls for easy and secure transfer across organizations and their diverse stakeholders. Blockchain technology can effectively warrant this across multiple interfaces and stakeholders.

At this juncture, there is a variety of insurance agency management solution providers available in the market that cater to the different needs of the insurance organizations and brokers. To help them choose the solution provider that best fits their requirement, Insurance CIO Outlook has compiled a list of the top 10 insurance agency management solution providers. The enlisted solution providers are the frontrunners in the market that provide a wide span of features. Besides, the magazine also comprises insights from thought leaders in the sector on the industry trends, best practices, recent innovations, and their advice for aspiring CIOs.

We present to you Insurance CIO Outlook’s, “Top 10 Insurance Agency Management Solution Companies – 2021.”

    Top Insurance Agency Management Solution Companies

  • Amwins Connect is dedicated to seamlessly connecting every point of the benefits journey for brokers, carriers, and their clients with continuous innovation and extraordinary service from passionate people. Driven by people, service, technology and products, the four pillars of our business, Amwins Connect has big aspirations of improving the overall health insurance experience. Amwins Connect’s core technology philosophy is grounded in their commitment to broker success. From their Master Carrier Guidelines (MCG) tool, which accelerates a broker’s time to market, to their web-based case submission platform that provides full visibility into case status, brokers can count on the company’s technology to improve their selling experience

  • Veruna enables independent agencies and brokers to KNOW their customers better in order to GROW their business rapidly, allowing users to customize and integrate tools to match their unique business focus and goals. By leveraging the #1 CRM – – Veruna empowers agents and brokers to sell, serve, and retain like never before. Description: Veruna’s vision is to revolutionize the AMS space by bringing innovation and empowering insurance agents to stay to thrive in today’s fast-paced, customer-centric environment. Veruna helps insurance agents to sell more and better retain customers. Veruna AMS leverages Salesforce—with full access to business apps on the Salesforce AppExchange—to deliver detailed reporting and analytics, efficient agency management tools, and customizable back-end processes enabling agents to offer a best-of-breed experience to their customers. Simply stated, the platform enables agencies to better know their businesses, so they can grow the

  • Agency Matrix

    Agency Matrix

    Agency Matrix is the fastest growing, cloud-based technology company in the insurance automation marketplace. Agency Matrix offers affordable technology solution that allows companies to effectively manage book of business, their staff and their office from anywhere.

  • AgencyBloc


    AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing and integrated marketing automation. They believe that ease of use is the foundation of a great tool and that product features should be obvious to theirusers. As a result of this belief, they use clear language and visual cues to help their clients process efficiently and without friction.They believe that specializing in the health and life insurance vertical allows their clients to focus on nurturing their client relationships and gaining new business rather than spending time configuring a cookie-cutter CRM.

  • Applied Systems

    Applied Systems

    Applied Systems is an innovative insurance software provider and a pioneer in agency management systems and data exchange between agencies, brokers, carriers, and their clients. Applied Systems also offers some additional services that include performance management, which accesses, aggregates, and analyzes multiple sources of raw data; and mobile producer, a mobile insurance application for producers that brings client, policy, and sales information to iPad or Android tablets. It serves insurance professionals, agencies, brokerages, and carriers in North America and internationally through its professional services, such as insurance consulting, data, education and training, and support services.

  • Appulate


    Appulate provides a technology bridge between insurance agents and carriers - connecting agency management system data with carrier raters and underwriting systems. The solution for both parties saves time, costs and tedious data-entry. Unique in their position, Appulate is not partial to any one system or vendor - they integrate with any agencymanagement system, carrier system or online rater.

  • eBaoTech Corporation

    eBaoTech Corporation

    eBaoTech® is a technology solution provider for global insurance industry with a company mission to make insurance easy. eBaoTech Solutions eBao Cloud is a family of cloud platforms,both SaaS and PaaS, built purely based on cloud native and microservices architecture. eBaoCloud® InsureMO® aims to become a global standard insurance PaaS/middleware; eBaoCloud SaaS includes DigitalCore® for insurers and selective ecosystem platforms in certain markets.

  • Jenesis Software

    Jenesis Software

    Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry. Jenesis Software is fast, efficient and affordable. Their agency management solution gives businesses everything that is needed. From managing the clients to marketing efforts they provide everything in one simple solution. Built by an agent for an agent.

  • Sapiens


    Sapiens International Corporation is a leading global provider of software solutions for the insurance industry, with a growing presence in the financial services sector. Sapiens offers core, end-to-end solutions to the global general insurance, property and casualty, life, pension and annuities, reinsurance and retirement markets, as well as business decision management software. The company has a track record of over 30 years in delivering superior software solutions to more than 200 financial services organizations worldwide

  • Trinilogics


    Trinilogics provides cutting-edge agency management system software solutions. Trinilogics JAMS offers effortless compatibility with local computers, on-premise data centers, or cloud-based systems, enabling insurance agencies to select the best working environment for them according to their agency’s specific needs. JAMS allows admins the customization ability to set different user profiles to define the level of access for different users.The ability for customization is an important feature of JAMS, understanding that some companies feel comfortable using, say Microsoft Office 365 or QuickBooks over other options for their accounting. Trinilogics can seamlessly add those functionalities for its clients to ensure that everything is tied together in one place.