Finding the Right Fit: Navigating Sales Automation Software for Insurance Brokers Based on Real Insights When it comes to choosing sales automation software, insurance brokers have a lot to consider—especially with so many options out there. Market research shows that features like lead tracking and client management are essential, with many consumers prioritizing user-friendly interfaces. Customer reviews indicate that platforms like HubSpot and Zoho CRM consistently receive high marks for their robust capabilities and intuitive designs. In fact, studies suggest that brokers using these tools experience a 30% increase in efficiency, primarily due to better organization and streamlined processes. However, not all features are created equal. While some software touts extensive customization options, expert analysis often points out that simplicity can be more effective for busy brokers who need quick access to information.Finding the Right Fit: Navigating Sales Automation Software for Insurance Brokers Based on Real Insights When it comes to choosing sales automation software, insurance brokers have a lot to consider—especially with so many options out there. Market research shows that features like lead tracking and client management are essential, with many consumers prioritizing user-friendly interfaces.Finding the Right Fit: Navigating Sales Automation Software for Insurance Brokers Based on Real Insights When it comes to choosing sales automation software, insurance brokers have a lot to consider—especially with so many options out there. Market research shows that features like lead tracking and client management are essential, with many consumers prioritizing user-friendly interfaces. Customer reviews indicate that platforms like HubSpot and Zoho CRM consistently receive high marks for their robust capabilities and intuitive designs. In fact, studies suggest that brokers using these tools experience a 30% increase in efficiency, primarily due to better organization and streamlined processes. However, not all features are created equal. While some software touts extensive customization options, expert analysis often points out that simplicity can be more effective for busy brokers who need quick access to information. Is it really necessary to have 50 different ways to customize a dashboard when you just need to see your leads? Many users report feeling overwhelmed by unnecessary complexity. Interestingly, Salesforce, a long-standing player in the CRM space, was founded back in 1999 and has evolved to integrate AI capabilities that can help brokers predict client needs—a feature that’s often recommended for those looking to boost their client relationships. In terms of budget, software ranges from free options like HubSpot's basic plan to more advanced paid tiers, so there's something for every size of brokerage. With all this in mind, the key takeaway is to focus on what truly enhances your workflow, rather than getting sidetracked by flashy features that don’t add real value. After all, no one wants to spend more time wrestling with software than actually selling insurance!
Creatio Insurance CRM is a robust SaaS solution designed specifically for insurance brokers. It automates insurance claim lifecycles of various types and enforces efficient digital workflows for reviewing, investigating, and resolving claims, addressing the industry's need for streamlined operations and improved customer service.
Creatio Insurance CRM is a robust SaaS solution designed specifically for insurance brokers. It automates insurance claim lifecycles of various types and enforces efficient digital workflows for reviewing, investigating, and resolving claims, addressing the industry's need for streamlined operations and improved customer service.
Best for teams that are
Mid-to-large insurance enterprises needing a highly customizable, no-code platform
Organizations prioritizing complex business process management (BPM) alongside CRM
Skip if
Small agencies with limited budgets or no technical resources for configuration
Users seeking a simple, off-the-shelf tool for basic contact management
Expert Take
Our analysis shows that Creatio stands out for its 'composable' architecture, which allows insurance carriers to build bespoke workflows for claims and underwriting without writing code. Research indicates it is a strong performer in the financial services sector, backed by robust security certifications like SOC 2 and HIPAA. While the $10,000 minimum entry point is a barrier for small agencies, the platform offers enterprise-grade agility that legacy hard-coded CRMs struggle to match.
Pros
Comprehensive no-code customization capabilities
Unified platform for Sales, Marketing, and Service
Strong analyst recognition (Forrester, Nucleus)
Robust security (SOC 2, HIPAA, ISO 27001)
AI-native automation for claims and underwriting
Cons
High minimum annual purchase ($10,000)
Steep learning curve for initial setup
Complex modular pricing structure
Support response times can vary
Financial Services pricing requires custom quote
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Insurance Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of insurance-specific features like policy administration, claims processing, and underwriting automation.
What We Found
Creatio offers a comprehensive suite of vertical-specific tools including policy management, KYC compliance, automated underwriting checklists, and end-to-end claims lifecycle management, all powered by a composable no-code architecture.
Score Rationale
The score reflects the platform's extensive out-of-the-box insurance functionality combined with AI-driven automation, though it stops short of a perfect score due to the complexity of configuring advanced workflows.
Supporting Evidence
The platform supports end-to-end claims lifecycle management from investigation to appraisal. Claims lifecycle management helps to supervise end-to-end claim lifecycle, from detailed investigations to precise appraisals.
— creatio.com
Creatio provides tailored solutions for insurance including policy management, KYC tools, underwriting, and claim management. Creatio CRM offers tailored turn-key solutions to manage client relationships in insurance, including policy management, KYC tools, underwriting, and claim management.
— creatio.com
Supports efficient digital workflows for claims processing, enhancing operational efficiency.
— creatio.com
Automates insurance claim lifecycles as documented in the official product description.
— creatio.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for recognition from major industry analysts and adoption by reputable financial institutions.
What We Found
Creatio is consistently recognized as a Leader or Strong Performer by top analyst firms like Forrester and Nucleus Research specifically for its Financial Services and CRM capabilities.
Score Rationale
The score is anchored by recent 2025 analyst validations, positioning it as a top-tier competitor against legacy giants like Salesforce and Microsoft.
Supporting Evidence
Nucleus Research identified Creatio as a Leader in their CRM Value Matrix. Nucleus Value Matrix 2023. Nucleus CRM Value Matrix 2023. Leader.
— creatio.com
Creatio was named a Strong Performer in The Forrester Wave™: Customer Relationship Management Software For Financial Services, Q1 2025. Creatio... has been named a Strong Performer in The Forrester Wave™: Customer Relationship Management Software For Financial Services, Q1 2025.
— creatio.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We assess the user interface design, ease of navigation, and the learning curve for non-technical staff.
What We Found
Users praise the 'Freedom UI' and drag-and-drop designers for their intuitiveness, but consistently note a steep learning curve for initial setup and complex configurations.
Score Rationale
While the end-user interface is modern and highly rated, the documented steep learning curve for administrators prevents a score in the 9.0+ range.
Supporting Evidence
The no-code features empower users to make changes without IT support. The ability to make changes ourselves was incredibly empowering... Creatio offers universities a unique advantage – there's no need for an entire IT support team.
— creatio.com
Users find the UI beautiful and intuitive but note a steep learning curve. Creatio has been a great CRM for user adaptation and has a beautiful UI... [Cons] Steep learning curve.
— techradar.com
Digital workflows streamline the claims process, reducing manual errors and improving user experience.
— creatio.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden costs, and accessibility for businesses of different sizes.
What We Found
While per-user pricing is competitive ($25-$85/mo), the strict $10,000 annual minimum purchase requirement creates a significant barrier for smaller agencies.
Score Rationale
The score is penalized significantly by the high minimum purchase threshold and the complexity of modular pricing, which reduces transparency for smaller buyers.
Supporting Evidence
Base pricing starts at $25 per user/month for the Growth plan. Growth $25 user / month. Provide automation to SMB clients.
— creatio.com
Creatio enforces a minimum annual purchase volume of $10,000. The minimum annual purchase volume per customer is $10,000, which consists of the Creatio product(s) subscription cost or/and the cost of any Marketplace solution.
— g2.com
Pricing is enterprise-level and requires custom quotes, limiting upfront cost visibility.
— creatio.com
9.4
Category 5: No-Code Customization & Agility
What We Looked For
We examine the platform's ability to let business users modify workflows without coding expertise.
What We Found
The platform's core differentiator is its 'Studio Creatio' engine, allowing insurers to build and modify complex claims and underwriting workflows using purely visual drag-and-drop tools.
Score Rationale
The score is high because the no-code capability is not just an add-on but the core architecture, enabling superior agility compared to traditional hard-coded CRMs.
Supporting Evidence
The platform allows for complete automation of underwriting processes. For example, the underwriting process can be automated completely from reminders, tasks, evaluations, and approvals.
— btrnsfrmd.com
Insurers can adapt processes and build custom workflows without IT resources. With no-code capabilities and composable architecture, Creatio users can quickly adapt processes, build custom workflows, and integrate with core insurance systems without relying on IT resources.
— creatio.com
Listed in Creatio's integration directory, supporting various third-party systems.
— creatio.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify industry-standard certifications critical for handling sensitive insurance and financial data.
What We Found
Creatio maintains a robust security posture with SOC 2 Type II, ISO 27001 certifications, and HIPAA compliance, ensuring it meets strict regulatory requirements for insurance data.
Score Rationale
This category achieves a near-perfect score due to the presence of all critical certifications (SOC 2, ISO, HIPAA) required for enterprise insurance operations.
Supporting Evidence
The company successfully renewed its ISO 27001 certification. Creatio... today announced its successful renewal of certification for ISO 27001.
— creatio.com
Creatio holds SOC 2 Type II certification and complies with HIPAA and GDPR. By receiving the SOC 2 Type II certificate, Creatio validates that its data is well protected... In addition, creatio complies with the HIPAA security requirements and the GDPR regulations.
— creatio.com
SOC 2 compliance outlined in published security documentation, ensuring data protection.
— creatio.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Support response times have been noted to slow down during busy periods, raising concerns for time-sensitive insurance operations.
Impact: This issue had a noticeable impact on the score.
Roots is a highly tailored SaaS solution for insurance brokers, leveraging artificial intelligence to optimize various operational aspects. It streamlines the quoting process, enhances claims handling, and boosts overall efficiency, directly addressing the industry's need for automation and precision.
Roots is a highly tailored SaaS solution for insurance brokers, leveraging artificial intelligence to optimize various operational aspects. It streamlines the quoting process, enhances claims handling, and boosts overall efficiency, directly addressing the industry's need for automation and precision.
STREAMLINED WORKFLOWS
EFFICIENT QUOTE GENERATION
Best for teams that are
Carriers and TPAs dealing with high volumes of unstructured claims/underwriting data
Operations teams looking to automate document ingestion and processing
Skip if
Individual sales agents looking for a CRM to manage leads
Small agencies without high-volume document processing needs
Expert Take
Our analysis shows Roots AI stands out by rejecting generic AI wrappers in favor of 'InsurGPT,' a model purpose-built and fine-tuned on millions of insurance documents. Research indicates this specialization delivers 99% accuracy in data extraction, significantly outperforming general-purpose LLMs in complex claims environments. Based on documented features, the 'Digital Coworker' abstraction combined with enterprise-grade compliance (SOC2, HIPAA) makes it a uniquely safe yet powerful choice for risk-averse carriers.
Pros
InsurGPT model achieves 99% data extraction accuracy
Validated integration with Guidewire ClaimCenter
SOC2 Type 2, HIPAA, and NYCRR 500 compliant
Human-in-the-Loop (HITL) ensures high reliability
Documented 250% ROI for insurance customers
Cons
No public pricing; requires custom sales quote
6-8 week implementation timeline for training
Low volume of public peer reviews
Focused strictly on insurance (niche limitation)
Requires VPN or cloud integration setup
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Insurance Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.3
Category 1: Product Capability & Depth
What We Looked For
We evaluate the platform's ability to handle complex, unstructured insurance data and automate core workflows like claims and underwriting.
What We Found
Roots utilizes 'InsurGPT', a generative AI model fine-tuned on millions of insurance documents, achieving 99% extraction accuracy and 97% reduction in handling times.
Score Rationale
The score is high due to the proprietary InsurGPT model's documented ability to outperform generic LLMs in insurance-specific tasks, validated by significant performance metrics.
Supporting Evidence
The platform supports straight-through processing (STP) rates of up to 80% for claims setup. empowering insurers to achieve up to 80% straight-through processing rates
— prnewswire.com
InsurGPT is fine-tuned on millions of non-public insurance documents and achieves 99% accuracy on data extraction. 99% accuracy on data extraction... 97% reduction in handling times
— siliconangle.com
SOC 2 compliance outlined in published security documentation ensures data protection standards.
— dreamdata.io
Listed in the company's integration directory, Dreamdata integrates with major CRM and marketing platforms.
— dreamdata.io
Pricing requires custom quotes, limiting upfront cost visibility for small businesses.
— dreamdata.io
Outlined in product documentation, the platform offers intuitive dashboards but may require data analysis skills.
— dreamdata.io
Documented in official product documentation, Dreamdata provides customizable reports tailored for B2B SaaS companies.
— dreamdata.io
Listed in the integration directory, Dreamdata integrates with major CRM and marketing platforms.
— dreamdata.io
Pricing requires custom quotes, limiting upfront cost visibility for small businesses.
— dreamdata.io
Outlined in user guides, the platform offers customizable reports, though it may require data analysis skills.
— dreamdata.io
Documented in official product documentation, Dreamdata provides deep analytics capabilities tailored for B2B SaaS companies.
— dreamdata.io
Listed in the company's integration directory, Mouseflow integrates with major platforms like Google Analytics and HubSpot.
— mouseflow.com
Offers a free trial and transparent pricing starting at $24/month, as outlined on the official site.
— mouseflow.com
Mouseflow's interface is designed for ease of use, but requires some technical understanding for full potential.
— mouseflow.com
Documented in official product documentation, Mouseflow offers heatmaps, session replays, and behavior tracking essential for UX optimization.
— mouseflow.com
Integration with major platforms like Google Analytics and HubSpot documented in the integration directory.
— mouseflow.com
Pricing starts at $24/month with a free trial available, as documented on the official website.
— mouseflow.com
Easy-to-understand heatmaps and UX optimization features are highlighted in product documentation.
— mouseflow.com
Detailed reporting capabilities outlined in product documentation support comprehensive behavior analysis.
— mouseflow.com
Session replay and heatmap features documented in official product documentation provide deep insights into user interactions.
— mouseflow.com
SOC 2 compliance outlined in published security documentation ensures robust data protection standards.
— mixpanel.com
Listed in the company's integration directory, Mixpanel supports seamless integration with various tools like Salesforce, enhancing its ecosystem strength.
— mixpanel.com
Pricing requires custom quotes for enterprise plans, limiting upfront cost visibility, but a free plan is available for basic use.
— mixpanel.com
SOC 2 compliance outlined in published security documentation.
— dreamdata.io
Listed in the company’s integration directory, Dreamdata supports multiple CRM and marketing platforms.
— dreamdata.io
Outlined in published support documentation, the platform may require data analysis skills for optimal use.
— dreamdata.io
Customizable reports are described in platform documentation, allowing for tailored insights.
— dreamdata.io
Documented in official product documentation, Dreamdata offers industry-specific analytics tailored for B2B SaaS companies.
— dreamdata.io
Pricing is custom and tailored to specific company needs, which may limit upfront cost visibility.
— tripledart.com
Outlined in user documentation, the platform provides intuitive dashboards for data analysis, though some data skills may be required.
— tripledart.com
Documented in official product documentation, TripleDart offers comprehensive campaign tracking and ROI monitoring tailored for B2B SaaS companies.
— tripledart.com
Outlined in published security documentation, Mixpanel complies with GDPR and CCPA regulations.
— mixpanel.com
Listed in the company's integration directory, Mixpanel integrates seamlessly with popular tools like Salesforce and HubSpot.
— mixpanel.com
Outlined in user documentation, the platform provides intuitive dashboards for data analysis.
— tripledart.com
Documented in official product documentation, TripleDart offers comprehensive campaign tracking and ROI monitoring tailored for B2B SaaS companies.
— tripledart.com
Listed in the company's integration directory, Amplitude supports integrations with Salesforce, Slack, and other key platforms.
— amplitude.com
Outlined in published user guides, Amplitude's interface supports intuitive navigation but may present complexity for beginners.
— help.amplitude.com
Documented in official product documentation, Amplitude offers predictive modeling and real-time data tracking for user behavior analysis.
— amplitude.com
Outlined GDPR compliance in published privacy policies.
— mouseflow.com
Listed integrations with major platforms like Google Analytics and HubSpot.
— mouseflow.com
Plans start at $24/month with a free trial available, providing cost-effective entry.
— mouseflow.com
Documented session replay capability allows detailed analysis of user interactions.
— mouseflow.com
Listed in the company's integration directory, Amplitude supports integrations with major platforms like Salesforce and Slack.
— amplitude.com
Pricing requires custom quotes for advanced features, with a free plan available for limited events.
— amplitude.com
Potential complexity for beginners noted in product reviews, but offers comprehensive onboarding resources.
— amplitude.com
Real-time data tracking and engagement optimization features are highlighted in the platform's feature set.
— amplitude.com
Documented in official product documentation, Amplitude provides advanced user-level insights and predictive modeling capabilities.
— amplitude.com
User interface designed for B2B marketers, as described in product documentation.
— discern.io
Offers detailed performance metrics and ROI analysis, as outlined on the product's official page.
— discern.io
Documented in official product documentation, Discern centralizes marketing data for precise campaign effectiveness measurement.
— discern.io
SOC 2 compliance outlined in published security documentation.
— mixpanel.com
Listed in the company’s integration directory, Mixpanel integrates with major tools like Salesforce and Slack.
— mixpanel.com
Listed in the company's integration directory with support for major marketing platforms.
— supermetrics.com
Pricing is custom and based on specific company needs, which may limit transparency for potential customers.
— tripledart.com
Outlined in user documentation, the platform requires data analysis skills, which may impact usability for non-technical users.
— tripledart.com
Documented in official product documentation, TripleDart offers comprehensive campaign tracking and ROI monitoring tailored for B2B SaaS companies.
— tripledart.com
Offers comprehensive support resources and training materials, as outlined in the help center.
— supermetrics.com
Integration with major platforms like Google Analytics and Facebook Ads documented in the integrations directory.
— supermetrics.com
Offers a free plan and premium plans starting at $39/month, as listed on the pricing page.
— supermetrics.com
Listed in the integration directory, Amplitude supports native integrations with major platforms like Salesforce and Slack.
— amplitude.com
Pricing details indicate a free plan with limitations and Pro plans starting at $995/month.
— amplitude.com
Real-time data tracking capabilities are outlined in the platform's feature set, enabling immediate insights into user behavior.
— amplitude.com
Documented in official product documentation, Amplitude provides in-depth account and user-level insights for B2B SaaS businesses.
— amplitude.com
Outlined in product documentation, Discern offers detailed performance metrics and ROI analysis.
— discern.io
Documented in official product documentation, Discern centralizes marketing data for precise campaign effectiveness measurement.
— discern.io
Provides comprehensive support and training resources, including webinars and documentation.
— supermetrics.com
Integration with major platforms like Google Analytics and Facebook Ads, as listed in the integrations directory.
— supermetrics.com
Offers a free plan and premium plans starting at $39/month, providing flexible pricing options.
— supermetrics.com
Documented AI-driven quoting and claims handling features enhance operational efficiency for insurance brokers.
— roots.ai
9.1
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for funding stability, partnerships with major industry players, and adoption by recognized insurance carriers.
What We Found
Roots raised $22.2M in Series B funding (2024), is a Guidewire Insurtech Vanguard member, and serves top carriers like Berkshire Hathaway Specialty Insurance.
Score Rationale
Strong backing from industry-specific investors (Liberty Mutual Strategic Ventures) and partnerships with Guidewire solidify its credibility, though it is still a growth-stage company.
Supporting Evidence
Customer base includes 3 of the top 5 P&C carriers and 3 of the top 10 brokers. customer adoption that includes three of the top five U.S. P&C carriers, three of the top 10 U.S. brokers
— prnewswire.com
Raised $22.2 million in Series B funding led by Harbert Growth Partners with participation from Liberty Mutual Strategic Ventures. closing on a new $22.2 million funding round... participation from MissionOG, Liberty Mutual Strategic Ventures
— siliconangle.com
Referenced by industry publications for its innovative use of AI in insurance.
— insurancebusinessmag.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We assess how easy it is for non-technical insurance staff to interact with the AI and the quality of the 'Digital Coworker' interface.
What We Found
Users report the 'Digital Coworker' interface is easy to use and integrates well into existing teams, though implementation involves a 6-8 week training period.
Score Rationale
The 'Digital Coworker' persona simplifies adoption, but the requirement for a multi-week setup phase prevents a perfect score compared to instant-on SaaS.
Supporting Evidence
Implementation typically takes 6 to 8 weeks to train and release the Digital Coworker. train the bots, and release them into the business environment within 6 to 8 weeks
— roots.ai
Users find the software easy to use and install without great technical knowledge. Literally since the first days I was able to understand how it works and was very easy to install
— g2.com
Platform requires technical understanding of AI, which may affect ease of use for some users.
— roots.ai
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear pricing structures and documented return on investment (ROI) for insurance clients.
What We Found
Roots claims a 250% ROI and significant capacity increases, but pricing is entirely opaque with no public tiers, typical of enterprise InsurTech.
Score Rationale
While the ROI evidence is strong (250% ROI), the complete lack of public pricing transparency triggers a score reduction in this category.
Supporting Evidence
Pricing is custom and not publicly available. Roots Automation provides a custom pricing for their software... No, Roots Automation does not offer a free plan.
— saasworthy.com
Customers typically experience an ROI of 250% for every bot acquired. Customers typically experience an impressive ROI of 250% for every bot acquired.
— slashdot.org
We examine how well the platform connects with core insurance systems like Guidewire, Duck Creek, or legacy mainframes.
What We Found
Roots offers a validated accelerator for Guidewire ClaimCenter and claims 'zero-integration' capabilities via VPN for other legacy systems.
Score Rationale
The Guidewire partnership is a major asset; the 'zero-integration' claim is innovative but may mask complexity in non-Guidewire environments.
Supporting Evidence
Digital Coworkers can operate via VPN without deep API integration if needed. Digital Co-workers by Roots Automation only require the team's VPN to work.
— saasworthy.com
Offers a validated Document Indexing AI Agent Accelerator for Guidewire ClaimCenter. Document Indexing AI Agent Accelerator is now available to users of Guidewire Software's ClaimCenter
— tipranks.com
9.4
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify adherence to strict insurance industry standards like SOC2, HIPAA, and GDPR.
What We Found
The platform is built for enterprise scale with comprehensive compliance certifications including SOC2 Type 2, HIPAA, GDPR, and NYCRR 500.
Score Rationale
The product meets the highest standards of insurance compliance, which is non-negotiable for this sector, justifying a near-perfect score.
Supporting Evidence
Maintains robust security compliance including SOC2-Type 2, ISO27001, HIPAA, and NYCRR 500. robust security, including SOC2-Type 2, ISO27001, CCPA, GDPR, HIPAA, and NYCRR 500 compliance
— roots.ai
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Public user reviews are limited in volume compared to broader horizontal SaaS platforms, making independent user verification harder.
Impact: This issue had a noticeable impact on the score.
EZLynx is a comprehensive, AI-driven SaaS solution specifically designed to optimize the insurance policy lifecycle for insurance brokers. It excels in automating and streamlining every stage of the insurance policy process, from generating quotes to policy management, thus addressing the industry's needs for efficiency and accuracy.
EZLynx is a comprehensive, AI-driven SaaS solution specifically designed to optimize the insurance policy lifecycle for insurance brokers. It excels in automating and streamlining every stage of the insurance policy process, from generating quotes to policy management, thus addressing the industry's needs for efficiency and accuracy.
AUTOMATED POLICY MANAGEMENT
TAILORED FOR INSURANCE BROKERS
Best for teams that are
Independent P&C agencies needing an all-in-one rater and management system
Personal lines agents requiring real-time quotes from hundreds of carriers
Skip if
Agencies focusing solely on life/health/benefits where P&C rating isn't needed
Large enterprises needing complex custom CRM workflows beyond standard agency needs
Expert Take
Our analysis shows EZLynx dominates the comparative rater market with its massive network of over 330 carriers and seamless single-entry workflow. Research indicates it significantly reduces manual data entry for agents by pulling real-time quotes across 48 states. While support responsiveness is a documented friction point, the platform's acquisition by Applied Systems has strengthened its ecosystem, making it a powerhouse for personal lines agencies seeking efficiency and broad market access.
Pros
Connects to 330+ carriers
Single data entry for multiple quotes
Real-time rating across 48 states
Backed by Applied Systems
Integrates with 20+ AMS platforms
Cons
Customer support often reported as slow
Pricing is not publicly transparent
Commercial lines less robust than personal
Implementation can be lengthy
Add-on fees for some integrations
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Insurance Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of rating features, real-time quoting capabilities, and support for diverse insurance lines.
What We Found
EZLynx offers a real-time comparative rater supporting over 330 carriers across 48 states, with single-entry data capabilities for auto, home, and dwelling fire insurance.
Score Rationale
The score reflects its status as a market leader with extensive carrier connectivity and real-time rating features, though commercial lines are less dominant than personal lines.
Supporting Evidence
Features include single data entry for multi-carrier submissions and pre-fill capabilities. Single data entry for multi-carrier submissions... Pre-fill capabilities fill in important customer details
— ezlynx.com
It supports quoting across 48 states for personal lines like auto and home. enabling real-time personal lines quotes from over 330 carriers across 48 states
— g2.com
The platform connects to over 330 insurance carriers nationwide for real-time quoting. Get real-time quotes from 330 insurance carriers in seconds.
— ezlynx.com
Documented in official product documentation, EZLynx offers comprehensive policy management and quote generation features tailored for insurance brokers.
— ezlynx.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess market adoption, company longevity, ownership stability, and industry recognition.
What We Found
EZLynx is a dominant player used by over 37,000 agencies, processing millions of transactions monthly, and is owned by industry giant Applied Systems.
Score Rationale
The acquisition by Applied Systems and a massive user base of 37,000+ agencies cement its position as a highly credible and stable industry standard.
Supporting Evidence
The platform is SOC 3 compliant, indicating verified security controls. EZLynx is SOC 3 compliant.
— ezlynx.com
EZLynx was acquired by Applied Systems in 2021, enhancing its market stability. Insurance technology firm Applied Systems has agreed to acquire EZLynx
— insurancejournal.com
Over 37,000 agencies rely on EZLynx for their rating and management needs. Today, over 37,000 agencies rely on EZLynx to provide more than 14 million home, auto, and package rating transactions every month.
— ezlynx.com
Seamless integration with Microsoft 365 suite enhances workflow efficiency, as listed in the integration directory.
— microsoft.com
Free plan available, with premium features requiring a Microsoft 365 subscription, as outlined on the official site.
— designer.microsoft.com
Intuitive interface allows for easy navigation and design creation, as noted in product documentation.
— designer.microsoft.com
Integration with Microsoft 365 enhances credibility, as Microsoft is a well-established brand in software solutions.
— microsoft.com
AI-powered design suggestions enhance user creativity, as outlined in the product features.
— designer.microsoft.com
Extensive template library documented in the official product description, catering to various design needs.
— designer.microsoft.com
Security and compliance measures align with Microsoft 365 standards, as outlined in security documentation.
— microsoft.com
AI-powered suggestions reduce the need for extensive design knowledge, as described in product features.
— designer.microsoft.com
Integration with Microsoft 365 enhances credibility and trust, leveraging Microsoft's established ecosystem.
— microsoft.com
AI-powered design suggestions enhance creative output, as outlined in product documentation.
— designer.microsoft.com
Extensive template library documented on the official product site, supporting a wide range of design needs.
— designer.microsoft.com
Comprehensive support resources available in the help center, facilitating user onboarding.
— support.fotor.com
Integration with social media platforms documented in the product's feature list.
— fotor.com
Affordable pricing with a clear structure, offering a Pro plan at $8.99/month.
— fotor.com
User-friendly interface highlighted in product reviews, making it accessible for users without design skills.
— fotor.com
Recognized by TechRadar as a top graphic design tool for non-designers.
— techradar.com
Cloud-based access allows users to design from anywhere, as outlined in the product's feature list.
— fotor.com
Documented in official product documentation, Fotor offers a wide range of templates for various platforms, enhancing design efficiency.
— fotor.com
Pricing details are transparently listed on the official website, with a clear breakdown of free and Pro plans.
— fotor.com
Recognized by TechRadar as an accessible tool for non-designers, emphasizing its market credibility.
— techradar.com
The platform supports multiple design formats, as outlined in its feature list, catering to diverse marketing needs.
— fotor.com
Documented in official product documentation, Fotor offers a wide range of templates suitable for various social media platforms.
— fotor.com
Provides comprehensive support resources, including tutorials and FAQs, as outlined in the help center.
— designcap.com
Supports integration with social media platforms for direct sharing of designs, enhancing workflow efficiency.
— designcap.com
Offers a free plan and affordable subscription options starting at $4.99/month, providing clear pricing transparency.
— designcap.com
Includes tools for creating infographics, presentations, and social media graphics, enhancing versatility.
— designcap.com
Offers thousands of professionally designed templates for various design needs, as documented on the official website.
— designcap.com
Provides comprehensive support resources and tutorials for users.
— designcap.com
Integrates with popular social media platforms for direct sharing.
— designcap.com
Offers a free plan and affordable subscription options starting at $4.99/month.
— designcap.com
Praised for its user-friendly interface, making it accessible to beginners.
— designcap.com
Includes versatile design tools suitable for creating infographics, presentations, and social media graphics.
— designcap.com
Offers thousands of professionally designed templates for various graphic needs, as documented on the official website.
— designcap.com
Affordable pricing with a free basic plan and premium options starting at $9/month.
— kittl.com
Customizable templates and typography tools outlined in platform documentation.
— kittl.com
AI-powered tools and vector editing capabilities documented in official product features.
— kittl.com
Affordable pricing with a free basic plan and premium plans starting at $9/month.
— kittl.com
Customizable templates and typography tools outlined in product documentation.
— kittl.com
AI-powered tools and vector editing capabilities documented in official product features.
— kittl.com
Seamless integration with Microsoft 365 enhances workflow efficiency.
— microsoft.com
Integration with Microsoft 365 enhances credibility through association with a leading software suite.
— microsoft.com
Integration with other Adobe tools enhances ecosystem strength, as outlined in Adobe's integration documentation.
— adobe.com
Pricing model includes a free plan with premium features requiring a subscription, as detailed on Adobe's pricing page.
— adobe.com
User-friendly interface is highlighted in Adobe's product overview, emphasizing ease of use for rapid design.
— adobe.com
Integration with Adobe Creative Cloud enhances workflow efficiency, as outlined in Adobe's official documentation.
— adobe.com
AI-powered content generation capabilities are documented in the official Adobe Express product page.
— adobe.com
Comprehensive support resources available through the official help center.
— support.fotor.com
Integration with social media platforms allows direct sharing of designs.
— fotor.com
Affordable Pro plan pricing at $8.99/month detailed on the official site.
— fotor.com
User-friendly interface highlighted in product documentation enhances accessibility.
— fotor.com
Cloud-based access allows for design flexibility without the need for installations.
— fotor.com
Extensive template library documented on the official site supports diverse design needs.
— fotor.com
Integration with Adobe Creative Cloud enhances ecosystem connectivity, as listed in Adobe's integration directory.
— adobe.com
Free plan available, with premium features requiring a subscription as documented on the pricing page.
— adobe.com
User-friendly interface with extensive customization options outlined in product documentation.
— adobe.com
Adobe Express is part of the Adobe suite, a recognized leader in creative software solutions.
— adobe.com
Integration with Adobe Creative Cloud allows seamless access to other Adobe tools, enhancing workflow.
— adobe.com
AI-powered content generation features are documented in Adobe's official product overview.
— adobe.com
Provides comprehensive support resources and tutorials on the official website.
— designcap.com
Allows direct sharing to social media platforms, enhancing integration capabilities.
— designcap.com
Offers a free plan and affordable subscription starting at $4.99/month, providing cost-effective solutions.
— designcap.com
User-friendly interface designed to be accessible for beginners, as outlined on the official website.
— designcap.com
Includes tools for creating infographics, presentations, and social media graphics, enhancing versatility.
— designcap.com
Offers thousands of professionally designed templates for various graphic needs, as documented on the official website.
— designcap.com
Data protection measures are documented in the privacy policy, ensuring user data security.
— kittl.com
Offers a free basic plan and premium plans starting at $9/month, providing flexible pricing options.
— kittl.com
Customizable templates and typography tools are outlined in the product features section, catering to diverse design needs.
— kittl.com
AI-powered design tools and vector editing capabilities are documented on the official Kittl website, enhancing design efficiency.
— kittl.com
Adobe's commitment to security and compliance is outlined in its published security documentation.
— adobe.com
Free plan availability with premium features requiring a subscription is detailed in the pricing section.
— adobe.com
User-friendly interface and high-quality templates are highlighted in user guides.
— helpx.adobe.com
AI-powered content generation and customization features are documented in the official product overview.
— adobe.com
Offers a free plan and affordable pricing for Pro and Team plans, clearly stated on the pricing page.
— snappa.com
Praised for its easy-to-use interface, making it accessible for non-designers as noted in user reviews.
— snappa.com
Provides comprehensive support resources and tutorials, as documented in the help center.
— snappa.com
Offers a clear pricing structure with a free plan and affordable paid options, detailed on the pricing page.
— snappa.com
Praised for its intuitive interface that simplifies the design process, as highlighted in user reviews.
— snappa.com
Documented in official product documentation, VistaCreate offers over 200,000 free templates and an AI Image Generator.
— create.vista.com
Outlined in the help center, BeFunky offers comprehensive support and training resources.
— support.befunky.com
Listed in the integration directory, BeFunky supports various file formats and social media platforms.
— befunky.com
Pricing details are transparent with a free basic plan and a Plus plan at $8.99/month.
— befunky.com
Documented in official product documentation, BeFunky offers advanced editing tools and a wide range of templates.
— befunky.com
Comprehensive support and training resources available in the help center.
— support.create.vista.com
User-friendly interface highlighted in product documentation.
— create.vista.com
Recognized by TechRadar as a top graphic design tool in 2023.
— techradar.com
AI Image Generator and over 200,000 templates documented in product features.
— create.vista.com
Outlined security practices and compliance with industry standards are documented in the security overview.
— figma.com
Offers a free plan and transparent pricing for professional and organization plans, as listed on the pricing page.
— figma.com
Cross-platform compatibility ensures a seamless experience across devices, as noted in product documentation.
— figma.com
Offers interactive prototyping tools that streamline product development, as outlined in the official documentation.
— figma.com
Supports real-time collaboration, allowing multiple users to work simultaneously on a design, as documented in the product features.
— figma.com
Documented in the support section, BeFunky provides extensive tutorials and customer support resources.
— support.befunky.com
Pricing details are clearly outlined on the official website, offering a free basic plan and a Plus plan for $8.99/month.
— befunky.com
Documented in official product documentation, BeFunky offers a wide range of customizable templates and advanced editing tools.
— befunky.com
Provides comprehensive tutorials and support resources on the official help center.
— snappa.com
Offers a free plan and affordable pricing for Pro and Team plans, as outlined on the pricing page.
— snappa.com
Known for its user-friendly interface, making it accessible for non-designers.
— snappa.com
Provides integration with social media platforms, enabling direct posting of graphics.
— snappa.com
Offers a wide range of templates for various design needs, as documented on the official website.
— snappa.com
SOC 2 compliance is outlined in Figma's security documentation.
— figma.com
Pricing details are clearly outlined on the official Figma pricing page.
— figma.com
Offers real-time collaboration features as detailed in the official Figma documentation.
— figma.com
Documented in official product documentation, Figma offers vector networking for complex design creation.
— figma.com
Provides comprehensive tutorials and support resources, as outlined in the Canva Help Center.
— canva.com
Offers a free plan with extensive features and a Pro plan starting at $9.95/month, as listed on the official pricing page.
— canva.com
Supports a wide range of design outputs including social media posts, presentations, and videos, as outlined in product documentation.
— canva.com
Offers a vast library of templates, fonts, and illustrations, as documented on the official Canva website.
— canva.com
User-friendly interface highlighted in product reviews.
— pcmag.com
Recognized by TechRadar as a top graphic design tool.
— techradar.com
AI Image Generator and 200,000+ templates documented in product features.
— create.vista.com
Provides extensive tutorials and support resources to aid user onboarding.
— canva.com
Offers a free plan with substantial features, as well as a Pro plan starting at $9.95/month.
— canva.com
Collaboration features allow teams to work together seamlessly, enhancing user experience.
— canva.com
Praised for its intuitive user interface, making design accessible to non-professionals.
— pcmag.com
Supports creation of diverse content types including social media posts and presentations, as outlined in product features.
— canva.com
Offers a vast library of templates, fonts, and photos, as documented on the official Canva website.
— canva.com
Comprehensive support resources and tutorials available on the official website.
— support.befunky.com
Pricing details for Plus plan are clearly outlined on the official website.
— befunky.com
Advanced editing tools including layers and effects are detailed in product documentation.
— befunky.com
Extensive template library documented on the official website allows for easy customization.
— befunky.com
SOC 2 compliance is outlined in Figma's security documentation, ensuring data protection standards.
— figma.com
Pricing plans are clearly outlined on Figma's official pricing page, with options for different user needs.
— figma.com
Real-time collaboration features facilitate teamwork, as described in Figma's collaboration documentation.
— figma.com
Interactive prototyping tools are documented in Figma's official feature list, enabling realistic design simulations.
— figma.com
Outlines data protection measures and compliance with GDPR in its privacy policy.
— canva.com
Offers a free plan with substantial features and a Pro plan starting at $9.95/month, as listed on the official website.
— canva.com
Collaboration features allow multiple users to work on designs simultaneously, as described in product documentation.
— canva.com
Praised for its intuitive interface and ease of use, as noted in a review by TechRadar.
— techradar.com
Includes features for creating social media posts, presentations, and more, as outlined in product documentation.
— canva.com
Offers a wide range of templates and design elements, as documented on the official Canva website.
— canva.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We analyze user interface design, ease of workflow, and the quality of customer support interactions.
What We Found
Users consistently praise the modern, easy-to-use interface and single-entry workflow, though customer support responsiveness is a frequently cited friction point.
Score Rationale
The software itself is highly rated for usability and modern design, but the score is capped due to persistent user reports regarding slow support response times.
Supporting Evidence
Agents appreciate the cloud-based access and clean, modern user interface. Agents like that it's easy to access from anywhere and has a clean, modern interface.
— g2.com
Reviewers describe the platform as exceptionally user-friendly and easy to navigate. Users find EZLynx to be exceptionally user-friendly, simplifying tasks like data management
— g2.com
Outlined in user guides, the platform requires training to fully utilize its complex features, but offers streamlined client communication.
— ezlynx.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing structures, public transparency, and perceived value relative to cost.
What We Found
Pricing is not publicly standardized on their site; third-party sources suggest starting costs around $350/month for the platform, with some users noting high conversion fees.
Score Rationale
While the 'all-in-one' value proposition is strong, the lack of transparent public pricing and reports of add-on fees prevent a higher score.
Supporting Evidence
Some users mention rater-only costs can be lower, around $100/month via aggregators. Ezlynx rater is like $100/mo for my whole agency
— reddit.com
Third-party analysis indicates pricing starts around $350 per month. Based on our most recent analysis, EZLynx pricing starts at $350 (Monthly).
— selecthub.com
Pricing is typically available only upon request, with no standard tier listed on the main site. Why is pricing available upon request only? Some vendors offer only custom pricing
— softwaresuggest.com
Pricing requires custom quotes, limiting upfront cost visibility, as documented on the official website.
— ezlynx.com
8.9
Category 5: Carrier Network & State Coverage
What We Looked For
We look for third-party software connections, API availability, and ecosystem maturity.
What We Found
The platform integrates with over 20 agency management systems and offers a marketplace (EZLynx Connect) for vendors like LexisNexis and Fenris.
Score Rationale
Strong integration capabilities with major data providers and competing management systems, bolstered by Applied Systems' resources, justify a high score.
Supporting Evidence
The EZLynx Connect Marketplace supports integrations with data providers like Fenris and LexisNexis. Within the EZLynx Connect Marketplace there is a new integration - Fenris!
— ezlynxsupport.freshdesk.com
EZLynx integrates with over 20 other agency management systems beyond its own. EZLynx Rating Engine integrates with ours and over 20 other agency management systems
— ezlynx.com
Coverage extends to 48 U.S. states. Industry-leading carriers across 48 U.S. states.
— ezlynx.com
The platform connects to more than 330 carriers, a leading number in the industry. It connects to more carriers (over 330!) and can quote more personal lines products than any other comparative rater
— ezlynx.com
Listed in the company's integration directory, EZLynx integrates with major insurance carriers and third-party applications.
— ezlynx.com
9.1
Category 6: Security, Compliance & Data Protection
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Outlined in published security policies, EZLynx complies with industry-standard data protection regulations.
— ezlynx.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Pricing is not transparently listed on the public website, requiring direct contact or aggregator membership to determine costs.
Impact: This issue had a noticeable impact on the score.
Hexure's life insurance software is a comprehensive automation solution designed for insurance carriers, BGAs, IMOs, and broker dealers. It streamlines and enhances sales operations, enabling efficient policy administration, precise underwriting, and seamless distribution - addressing core needs of the insurance industry.
Hexure's life insurance software is a comprehensive automation solution designed for insurance carriers, BGAs, IMOs, and broker dealers. It streamlines and enhances sales operations, enabling efficient policy administration, precise underwriting, and seamless distribution - addressing core needs of the insurance industry.
Best for teams that are
Carriers, BGAs, and Broker-Dealers managing annuity and life insurance sales
Enterprises needing compliant e-applications and illustration tools
Skip if
Individual independent agents looking for a simple CRM for lead management
P&C agencies needing auto/home quoting tools
Expert Take
Our analysis shows Hexure stands out for its 'Build Once, Use Anywhere' architecture and its distributor-friendly model that eliminates transaction fees. Research indicates it drastically outperforms industry averages on compliance, reducing Not-In-Good-Order (NIGO) rates from 60% to under 10%. By unifying the illustration (ForeSight) and application (FireLight) workflows, it solves the disjointed data problem that plagues complex annuity and life insurance sales.
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Insurance Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.3
Category 1: Product Capability & Depth
What We Looked For
We evaluate the platform's ability to handle the full insurance lifecycle, from initial quoting and illustration to e-application and post-issue servicing across multiple product lines.
What We Found
Hexure offers a comprehensive end-to-end suite combining FireLight (sales platform) and ForeSight (illustrations). It supports complex product lines including annuities, life insurance, long-term care, and disability, managing the entire workflow from needs assessment to policy issuance.
Score Rationale
The product scores exceptionally high due to its ability to unify disparate sales activities (quoting, illustration, e-app) into a single data flow, supporting complex annuity and life products that many lighter competitors cannot handle.
Supporting Evidence
The platform supports all lines of business including annuity, life, LTCI, DI and mutual funds. FireLight supports multiple lines of business including annuity, life, LTCI, DI and mutual funds, and supports all product types on a single platform.
— insurtechexpress.com
FireLight supports the entire sales cycle from needs assessment and pre-sale functions like quoting and illustrations, to e-application. FireLight supports the entire sales cycle from needs assessment and pre-sale functions like quoting and illustrations, to e-application.
— hexure.com
The platform supports efficient policy administration, crucial for insurance carriers and brokers.
— hexure.com
Documented in official product documentation, Hexure offers precise underwriting and seamless distribution capabilities.
— hexure.com
9.1
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for evidence of long-term industry presence, adoption by major carriers, and verifiable success stories from enterprise clients.
What We Found
Founded in 1995 (formerly Insurance Technologies), Hexure serves a significant portion of the top 25 carriers. Case studies with major firms like Nationwide and Advisors Excel demonstrate high-volume processing capabilities and deep industry entrenchment.
Score Rationale
With nearly 30 years in the market and adoption by industry giants like Nationwide and National Life Group, the company demonstrates elite-level credibility and stability.
Supporting Evidence
Advisors Excel processes over 75% of their annuity business through FireLight with 95% e-signature adoption. Today, more than 75% of their annuity business is processed through FireLight, 95% of those submissions are e Signed
— hexure.com
Hexure serves dozens of carriers, including the majority of the industry's top 25. We serve dozens of carriers—including the majority of the industry's top 25.
— hexure.com
Listed as a preferred solution by multiple insurance broker associations.
— nailba.org
Recognized by industry publications for its impact on life insurance automation.
— insurancenewsnet.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of use for advisors and back-office staff, looking for features that reduce friction like e-signatures and pre-filled data.
What We Found
The platform achieves remarkably high e-signature adoption rates (98%), indicating strong user acceptance. However, some users note the rigorous data entry process can feel 'arduous' compared to simpler tools, though this rigor is intentional to prevent errors.
Score Rationale
While the 98% adoption rate is industry-leading, the score is slightly tempered by user feedback regarding the time-intensive nature of the comprehensive forms compared to lighter alternatives.
Supporting Evidence
User reviews indicate the process can be long but ensures completeness. It is arduous and long, but makes sure all forms are complete.
— trustradius.com
Firms using FireLight's proprietary e-signature achieve up to 98% adoption rates. Firms who use FireLight's proprietary e-signature achieve up to 98% e-sign adoption.
— hexure.com
The platform's usability is enhanced by its tailored features for the insurance industry, though it requires technical knowledge.
— hexure.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing models for fairness and transparency, specifically looking for transaction fees or hidden costs for distributors.
What We Found
Hexure offers a highly competitive model for distributors by charging zero transaction fees for applications. However, specific software licensing costs for carriers are not publicly disclosed, which is common but reduces transparency.
Score Rationale
The 'no transaction fee' model for distributors is a major value driver that boosts the score, despite the lack of public pricing for the enterprise carrier licenses.
Supporting Evidence
Public pricing information is not available. We're sorry, but no detailed pricing edition information is available.
— trustradius.com
Hexure does not charge transaction fees to distributors for applications submitted via FireLight. Hexure does not charge transaction fees to distribution for applications submitted via FireLight.
— hexure.com
Pricing is enterprise-level, requiring custom quotes, which may limit visibility for smaller businesses.
— hexure.com
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We examine the platform's ability to connect with CRMs, data services, and industry clearinghouses to streamline workflows.
What We Found
The platform boasts strong, pre-built integrations with industry standards like DTCC, Salesforce, Redtail, and LexisNexis. Its API-first approach allows for custom embedded experiences and real-time data passing.
Score Rationale
The combination of essential industry integrations (DTCC for settlement) and modern API capabilities for custom implementations justifies a high score.
Supporting Evidence
Standard integrations include Redtail and Salesforce CRM for data pre-fill. Support for standard integrations to Redtail and SalesForce CRM.
— hexure.com
FireLight supports DTCC e-application submission and money settlement. FireLight supports DTCC e-application submission as well as DTCC money settlement of submitted e-applications
— hexure.com
8.9
Category 6: Security, Compliance & Data Protection
What We Looked For
We look for features that ensure regulatory compliance (like Reg 60) and data security in highly regulated financial environments.
What We Found
Hexure excels in compliance automation, reducing NIGO (Not In Good Order) rates to <10%. It includes built-in suitability scoring, Reg 60 support, and automated audit trails, making it a robust choice for compliance-heavy sectors.
Score Rationale
The ability to reduce error rates from an industry average of 60% down to 4-10% through automated compliance rules is a significant differentiator.
Supporting Evidence
The platform automates suitability and regulatory processes including Reg 60. Automates suitability, regulatory and compliance processes.
— trustradius.com
FireLight reduces NIGO rates to between 4% and 10%, compared to the industry average of 60%. FireLight has the lowest not-in-good-order (NIGO) rate for carriers among all order entry solutions—between 4% and 10%.
— hexure.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users noted instances where forms did not populate correctly, requiring manual printing and uploading, which defeats the purpose of an e-app.
Impact: This issue caused a significant reduction in the score.
Agent CRM is a comprehensive software purposely designed for insurance brokers. It leverages AI to automate the sales process, enhance follow-ups, and unlock more sales opportunities from existing leads. Its industry-specific features address the unique needs of insurance brokers, providing them with the tools they require to manage their sales cycle effectively.
Agent CRM is a comprehensive software purposely designed for insurance brokers. It leverages AI to automate the sales process, enhance follow-ups, and unlock more sales opportunities from existing leads. Its industry-specific features address the unique needs of insurance brokers, providing them with the tools they require to manage their sales cycle effectively.
AI-POWERED EFFICIENCY
OPTIMIZED LEAD CONVERSION
Best for teams that are
Solo agents or small teams (Life/Medicare) needing affordable marketing automation
Agents focusing on lead generation, funnels, and high-volume outreach
Skip if
P&C agencies requiring IVANS policy downloads and carrier integrations
Large agencies needing complex back-office commission splitting and accounting
Expert Take
Our analysis shows that Agent CRM effectively bridges the gap between complex automation technology and the specific needs of insurance agents. Research indicates that the inclusion of 'Branning Bundles'—pre-built, niche-specific marketing assets—significantly reduces setup time compared to generic platforms. Based on documented features, the combination of unlimited usage limits and daily live Zoom support offers high value, provided users are aware of the additional carrier fees for communication.
Pros
Unlimited funnels and contacts included
Pre-built 'Branning Bundles' for insurance
Daily live Zoom support calls
Flat monthly pricing of $97
HIPAA compliance included
Cons
Extra carrier fees for SMS/Calls
Cancellation process friction reported
Dependent on GoHighLevel architecture
Support quality inconsistent in reviews
No native mobile app (uses LeadConnector)
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Insurance Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features, automation capabilities, and scalability specifically for insurance agency workflows.
What We Found
Agent CRM provides an all-in-one suite including unlimited funnels, a power dialer, AI appointment setting, and marketing automation built on the GoHighLevel framework.
Score Rationale
The product scores highly due to its comprehensive feature set that unlocks enterprise-level tools like unlimited contacts and funnels for a single flat rate.
Supporting Evidence
Features 'AgentAI' and 'ScheduleBot' for automated lead follow-up and appointment booking. AgentAI: Train your own AI-powered assistant that automates lead follow-up and customer communication.
— blog.agent-crm.com
Includes unlimited funnels, unlimited contacts, and a power dialer within the base subscription. The unlimited funnels and unlimited contacts made it so users were able to cancel over $500 in monthly subscriptions... Agent CRM comes with a good power dialer.
— agent-crm.tenereteam.com
Industry-specific features tailored for insurance brokers, as detailed on the product page.
— agent-crm.com
AI-powered automation for sales processes documented on the official website.
— agent-crm.com
8.8
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for user adoption numbers, verified testimonials, and longevity in the market to establish trust.
What We Found
The platform serves over 10,000 agents and hosts a large active user community, though it is a white-label solution rather than a proprietary standalone build.
Score Rationale
A strong user base and active community support the score, though reliance on a third-party core platform (GoHighLevel) slightly limits independent architectural credibility.
Supporting Evidence
Maintains a Facebook community with over 6,000 active users. Agent CRM's Facebook group is packed with 6,000+ agents collaborating, sharing strategies, and growing together.
— blog.agent-crm.com
The platform is used by over 10,000 agents since 2020. Used by 10,000+ Agents Since 2020.
— agent-crm.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We assess how easy it is for non-technical agents to set up campaigns and navigate the interface.
What We Found
The 'Click & Play' library and pre-built assets significantly reduce setup time, although some users report friction with cancellation processes.
Score Rationale
High usability for setup via pre-built assets is balanced against reported friction in account management and cancellation experiences.
Supporting Evidence
Provides daily live Zoom calls for real-time troubleshooting and assistance. Real-Time Learning and Support... providing continuous interactive sessions on Zoom throughout the day, starting at 7am PST.
— blog.agent-crm.com
Offers a 'Click & Play' library with over 160 marketing assets for immediate use. The Click and Play library within Agent CRM offers a comprehensive collection of over 160 marketing assets.
— blog.agent-crm.com
Enhanced follow-up system designed to improve lead conversion, as described on the official site.
— agent-crm.com
8.9
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing structure, hidden fees, and contract terms relative to the features provided.
What We Found
The $97/month flat rate for unlocked features is highly competitive, though users must budget for additional variable usage fees for SMS and calls.
Score Rationale
The score reflects exceptional value for the feature set, slightly tempered by the existence of variable carrier fees that are not part of the base subscription.
Supporting Evidence
Usage fees apply for phone and SMS services (e.g., $0.026/min for calls, $0.015/segment for texts). Making Calls: $0.026/minute... Text Messages: $0.015/sms segment.
— agentcrm.zendesk.com
Flat monthly pricing of $97 includes all features that are often upsells on other platforms. After the trial, the pricing for new users is $97 per month. This price includes all features unlocked.
— agent-crm.tenereteam.com
SOC 2 compliance outlined in published security documentation.
— ibm.com
Listed integrations with major cybersecurity tools enhance ecosystem strength.
— ibm.com
Complex setup process documented, may require professional assistance.
— ibm.com
Referenced in third-party security publications as a top EDR solution.
— securitymagazine.com
IBM's reputation as a leader in IT security is supported by numerous industry recognitions.
— ibm.com
Comprehensive threat investigation tools outlined in product documentation.
— ibm.com
Documented integration with SIEM and SOAR enhances threat detection and response capabilities.
— ibm.com
Provides enhanced security and compliance through integrated EDR and SIEM capabilities.
— securitymagazine.com
Integrates with various network security tools, enhancing ecosystem strength.
— securitymagazine.com
Custom pricing model based on deployment scale, limiting upfront cost visibility.
— checkpoint.com
May require dedicated IT staff for management, as noted in product documentation.
— checkpoint.com
Recognized by industry publications for its integration capabilities and comprehensive security approach.
— securitymagazine.com
Offers real-time monitoring and protection across endpoints and networks, enhancing threat management.
— checkpoint.com
Combines EDR and SIEM for comprehensive security coverage, documented in product overview.
— checkpoint.com
Outlined in published security policies, the product adheres to industry compliance standards.
— huntress.com
Listed in the company's integration directory, the product supports seamless integration with existing IT infrastructure.
— huntress.com
Pricing is enterprise-level and requires custom quotes, limiting upfront cost visibility.
— huntress.com
Ease of integration and centralized management documented in the product's official resources.
— huntress.com
Recognized by industry publications for its innovative approach to integrating EDR and SIEM.
— securitymagazine.com
Documented in official product documentation, the integration of EDR and SIEM provides centralized visibility and threat correlation.
— huntress.com
Outlined in published security documentation, Huntress provides advanced threat correlation and managed security services.
— huntress.com
Listed in the company's integration directory, the software supports seamless integration with existing IT infrastructure.
— huntress.com
Pricing is enterprise-level and may be higher compared to standalone solutions, as noted in product descriptions.
— huntress.com
Ease of integration and centralized visibility are highlighted in product documentation, though technical knowledge may be required.
— huntress.com
Documented in official product documentation, Huntress offers a unique combination of Managed EDR and SIEM solutions for comprehensive security.
— huntress.com
Adheres to stringent data protection standards as documented in compliance policies.
— ibm.com
SOC 2 compliance outlined in published security documentation.
— ibm.com
Listed in IBM's integration directory for seamless SIEM and SOAR integration.
— ibm.com
Ease of integration with existing IT infrastructure is highlighted in the product documentation.
— huntress.com
Managed security services enhance threat detection and response capabilities, as outlined in product documentation.
— huntress.com
The integration of EDR and SIEM provides comprehensive threat management, as documented in the official product guide.
— huntress.com
9.3
Category 5: Insurance Industry Specialization
What We Looked For
We check for features, templates, and compliance tools specifically designed for the insurance industry.
What We Found
The platform offers 'Branning Bundles'—comprehensive, pre-built marketing and automation kits for specific insurance niches like Medicare, Life, and IULs.
Score Rationale
The deep level of customization for specific insurance verticals (Medicare, ACA, Life) via Branning Bundles sets it apart from generic CRM competitors.
Supporting Evidence
Includes HIPAA-compliant infrastructure at no extra cost. HIPAA Compliance included: Receive the GHL data encryption for all your compliance needs at no extra cost.
— blog.agent-crm.com
Provides 'Branning Bundles' which are pre-built marketing assets for specific insurance lines. We've built fully complete Branning Bundles for the following insurance products: ACA, Annuities, Dental & Vision, Final Expense... Medicare.
— blog.agent-crm.com
9.1
Category 6: Support, Training & Onboarding Resources
What We Looked For
We evaluate the availability and quality of support channels, training materials, and onboarding assistance.
What We Found
Agent CRM distinguishes itself with extensive daily live Zoom support (7am-6pm PST) and a library of over 50 educational courses.
Score Rationale
The availability of all-day live Zoom support is a market-leading feature for this price point, justifying a score above 9.0.
Supporting Evidence
Includes access to over 50 educational courses via the Branning Library. we have over 50 educational courses that you have access to.
— youtube.com
Offers live Zoom Q&A sessions from 7am to 6pm PST daily. continuous interactive sessions on Zoom throughout the day, starting at 7am PST and going all the way to 6pm PST.
— blog.agent-crm.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users have cited poor customer support experiences, including unhelpful responses and unresolved technical issues with features like texting.
Impact: This issue caused a significant reduction in the score.
Additional usage fees for SMS, emails, and phone calls are charged separately from the monthly subscription, which may not be immediately obvious to all users.
Impact: This issue had a noticeable impact on the score.
Users have reported difficulties with the cancellation process, including being locked out of accounts immediately upon request and issues receiving refunds.
Impact: This issue resulted in a major score reduction.
Keap is tailored specifically for insurance brokers, providing a combination of CRM and marketing automation. Its automation capabilities allow brokers to streamline repetitive tasks, freeing up time to focus on selling policies. The CRM component helps manage and track client information, ensuring a seamless sales process.
Keap is tailored specifically for insurance brokers, providing a combination of CRM and marketing automation. Its automation capabilities allow brokers to streamline repetitive tasks, freeing up time to focus on selling policies. The CRM component helps manage and track client information, ensuring a seamless sales process.
RELIABLE CUSTOMER SUPPORT
INNOVATIVE SALES AUTOMATION
Best for teams that are
Small agencies or consultants wanting powerful, general marketing automation
Tech-savvy users willing to build custom insurance workflows and pipelines
Skip if
Agents needing built-in insurance carrier downloads (IVANS) or comparative rating
Users wanting an industry-specific tool ready to use immediately without setup
Expert Take
Our analysis shows Keap stands out for insurance agents primarily due to its robust automation capabilities combined with verified HIPAA compliance. Unlike many generic CRMs, Keap offers a signed Business Associate Agreement (BAA), making it a safe choice for health and life insurance professionals handling sensitive data. Research indicates that while it lacks some native agency management features like ACORD forms, its powerful 'when-then' automation logic allows agents to build sophisticated policy renewal and client nurturing workflows that outperform standard industry tools.
Pros
HIPAA compliant with BAA availability
Powerful sales & marketing automation
Mobile app with business line
Drag-and-drop sales pipeline
2,500+ integrations via Zapier
Cons
High starting price ($249/mo)
Mandatory onboarding/coaching fees
No native ACORD form support
Steep learning curve for advanced features
Extra cost for additional users
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Insurance Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of insurance-specific features like policy management, automation, and lead tracking.
What We Found
Keap excels in sales and marketing automation with features for policy renewal alerts, birthday emails, and lead segmentation, though it relies on integrations for deep policy administration.
Score Rationale
The score is high due to robust automation and CRM capabilities, but capped below 9.0 because it lacks native specialized tools like ACORD forms or comparative rating found in dedicated Agency Management Systems.
Supporting Evidence
The platform provides a drag-and-drop sales pipeline to track leads and automate task assignments. Keap's drag-and-drop sales pipeline tool shows you at a glance which leads are the hottest... Automate task assignments so your sales team never misses a beat.
— keap.com
Keap's insurance CRM features include automatic lead follow-up, policy renewal alerts, and open enrollment reminders. Keap's CRM for insurance helps with: Automatic lead follow-up... Policy renewal alerts... Open enrollment reminders.
— keap.com
Automation capabilities allow brokers to streamline repetitive tasks, freeing up time to focus on selling policies.
— keap.com
Documented in official product documentation, Keap offers industry-specific CRM features tailored for insurance brokers.
— keap.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, longevity, and compliance with critical regulations like HIPAA.
What We Found
Keap is a long-standing market leader (formerly Infusionsoft) that explicitly supports HIPAA compliance, signing Business Associate Agreements (BAA) for healthcare and insurance users.
Score Rationale
The score reflects strong market presence and the critical ability to sign BAAs, establishing high trust for handling sensitive client data.
Supporting Evidence
The company has been a major player in the CRM space since 2001 (originally as Infusionsoft). Launched in 2001, it's definitely an old player in the game, and it has been around for a reason.
— encharge.io
Keap confirms HIPAA compliance and willingness to sign a Business Associate Agreement (BAA) for users handling PHI. Keap is pleased to announce that our flagship CRM and marketing automation platform may now be used by HIPAA-covered entities... Keap will sign a business associate agreement.
— hipaatimes.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for intuitive interfaces, mobile accessibility, and ease of setup for non-technical agents.
What We Found
Users report a modern, intuitive interface with a mobile app that allows managing contacts and business lines on the go, though some advanced automations have a learning curve.
Score Rationale
The score is strong due to the mobile app and drag-and-drop builders, but slightly impacted by reports of complexity for advanced features.
Supporting Evidence
Reviewers describe the interface as modern and intuitive, specifically praising the pipeline management. Keap has many advantages, from its modern and intuitive interface... it is also one of the most well-designed and user-friendly.
— forbes.com
The platform offers a mobile app that allows agents to scan business cards and separate work calls from personal ones. Scan business cards into your insurance CRM at a networking event... Easily separate work and personal calls on your smartphone.
— keap.com
Free trial availability allows users to explore features before committing.
— keap.com
24/7 customer support documented on the official website ensures continuous assistance.
— keap.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden fees, and contract terms relative to feature value.
What We Found
Keap positions itself as a premium product with starting costs around $249/mo and mandatory onboarding fees, which can be a barrier compared to cheaper alternatives.
Score Rationale
The score is lower here because the high entry price and mandatory coaching fees reduce accessibility for smaller independent agencies.
Supporting Evidence
New customers are often required to pay a one-time onboarding or coaching fee ranging from $499 to $1,500. The implementation package Ignite costs $1500 for only 2 integrations.
— emailvendorselection.com
Pricing for the Pro plan starts at approximately $249 per month for 1,500 contacts and 2 users. Keap's pricing starts at $249 per month for two users and 1,500 contacts.
— business.com
Starting price of $79/month with custom pricing for Pro and Max plans, as listed on the official site.
— keap.com
8.8
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the ability to connect with insurance raters, carriers, and other agency tools.
What We Found
Keap integrates with over 2,500 apps via Zapier and has specific connections to insurance tools like NowCerts and EZLynx through third-party connectors.
Score Rationale
The score is solid due to the vast Zapier ecosystem, though it relies on these third-party bridges rather than native direct carrier integrations.
Supporting Evidence
Integration with raters like EZLynx is possible via Zapier automation. Zapier makes it easy to integrate EZLynx with Keap - no code necessary.
— zapier.com
Keap integrates with insurance-specific Agency Management Systems like NowCerts. NowCerts is a secure, intelligent, and intuitive agency management system (AMS)... that integrates with Keap.
— sourceforge.net
9.4
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine data security measures specifically relevant to insurance, such as HIPAA and data encryption.
What We Found
Keap offers a dedicated HIPAA security control toggle and signs BAAs, making it a secure choice for health and life insurance agents handling sensitive data.
Score Rationale
This category scores exceptionally high because explicit HIPAA support and BAA availability are rare differentiators in general-purpose CRMs.
Supporting Evidence
The platform is verified as HIPAA compliant for storing and transmitting Protected Health Information. Keap is HIPAA compliant because it meets the requirements set by the U.S. Department of Health and Human Services.
— hipaatimes.com
Keap provides a specific 'HIPAA Security Controls' toggle in settings to protect PHI. Configure your Keap app as a HIPAA app by enabling the HIPAA Security Controls. This setting is located in Settings > Privacy & Compliance.
— learn.thryv.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Additional users incur extra monthly fees (approx $29-$39/user), which can escalate costs for growing teams.
Impact: This issue had a noticeable impact on the score.
Insureio offers a highly systematized and automated approach to selling, specifically tailored for insurance brokers. The software simplifies the paperwork process, increases sales, and enhances client satisfaction - all critical elements in the insurance industry.
Insureio offers a highly systematized and automated approach to selling, specifically tailored for insurance brokers. The software simplifies the paperwork process, increases sales, and enhances client satisfaction - all critical elements in the insurance industry.
Best for teams that are
Life insurance and annuity producers needing drop-ticket application fulfillment
Agencies wanting a CRM with built-in life insurance quoting widgets
Skip if
Property & Casualty agencies requiring comparative rating for auto/home
Large enterprises needing complex custom API integrations and workflows
Expert Take
Our analysis shows Insureio stands out for its specialized 'drop-ticket' application fulfillment system, which allows agents to process applications for over 30 carriers directly within the CRM. Research indicates this feature, combined with built-in quoting engines and marketing automation, significantly reduces administrative overhead for life insurance professionals. The transparent, affordable pricing structure makes enterprise-grade insurance tools accessible to independent agents.
Pros
Automated drop-ticket fulfillment for 30+ carriers
Transparent pricing starting at $25/month
Built-in quoting for 40+ insurance carriers
Integrated marketing automation and email templates
3CX VOIP integration for click-to-call
Cons
No dedicated mobile application available
Limited customization options for fields/layouts
Reports of weak customer support
Learning curve for new users
Web-based only deployment (no desktop app)
This score is backed by structured Google research and verified sources.
Overall Score
9.0/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Insurance Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of insurance-specific features such as policy management, quoting engines, and application fulfillment workflows.
What We Found
Insureio provides a specialized 'drop-ticket' application fulfillment system for over 30 carriers, allowing agents to submit one-page applications directly to distribution partners.
Score Rationale
The score is high due to the integration of a multi-carrier quoting engine and automated application fulfillment, which significantly reduces administrative burden for life insurance agents.
Supporting Evidence
Includes built-in quoting tools for over 40 leading carriers. One of the key benefits of Insureio is its ability to provide access to quotes from over 40 leading carriers for various insurance products
— zixflow.com
Features a one-page application drop-ticket solution for term life, permanent life, LTC, disability, and annuities across 30+ carriers. Use our easy one-page app for term life, permanent life, LTC, disability, and annuities - fill it out with your client's basic information, and our distribution partners take care of the rest.
— insureio.com
Documented in official product documentation, Insureio offers automated sales processes and streamlined paperwork tailored for insurance brokers.
— insureio.com
8.8
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, partnerships, and longevity in the insurance technology market.
What We Found
Insureio has established significant partnerships with industry leaders like IXN and Encova (formerly Motorists Life) and has been operating under this brand since 2014.
Score Rationale
While the company has strong industry partnerships and a decade of history, the lack of a high volume of verified third-party reviews on major platforms like G2 slightly limits the score.
Supporting Evidence
Selected by Encova (formerly Motorists Life) to digitize their life insurance distribution process. Encova (formerly Motorists Life) selected Insureio to digitize their life insurance distribution process.
— insureio.com
Partnered with IXN to integrate digital quoting solutions. We partnered with IXN, the leading provider of cross-platform digital quoting solutions for the life insurance industry
— insureio.com
Referenced by InsuranceNewsNet, Insureio is recognized for its tailored CRM solutions for insurance brokers.
— insurancenewsnet.com
8.6
Category 3: Usability & Customer Experience
What We Looked For
We examine the user interface design, ease of navigation, and availability of support channels for agents.
What We Found
The platform is described as user-friendly with embedded video tutorials, though some users report a learning curve and a lack of a dedicated mobile application.
Score Rationale
The score is impacted by the absence of a native mobile app, which is a standard expectation for modern CRM usability, and mixed feedback regarding support responsiveness.
Supporting Evidence
Support is provided via phone, email, and embedded contextual videos. We put the videos right where you need them – in the system itself.
— insureio.com
The platform does not offer a dedicated mobile application. Does Insureio offer a mobile app? No, it doesn't offer a mobile application.
— softwarefinder.com
Requires training to maximize utility, as noted in product documentation, indicating a learning curve for new users.
— insureio.com
9.4
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing structure, transparency of costs, and the feature-to-price ratio compared to competitors.
What We Found
Insureio offers highly transparent and competitive pricing starting at $25/month, with a clear four-tier structure and a free 30-day trial.
Score Rationale
This category scores exceptionally high due to the low entry barrier, transparent published pricing, and inclusion of quoting tools even in lower tiers.
Supporting Evidence
A free 30-day trial is available for users to test the software. These plans are available with a free 30-day trial.
— softwarefinder.com
Subscription-based pricing model starts at $79/month, as outlined on the official website.
— insureio.com
8.9
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the system's ability to connect with carriers, VOIP systems, calendars, and other third-party tools.
What We Found
The platform integrates with 3CX for VOIP, major calendar/email providers, and over 30 insurance carriers for application fulfillment.
Score Rationale
Strong integration with insurance carriers and the 3CX phone system boosts this score, making it a well-connected hub for insurance sales.
Supporting Evidence
Supports integrations with Gmail, Outlook, and Calendly. Insureio integrates with various third-party systems, including Gmail, Outlook, and Calendly.
— softwarefinder.com
Integrates with 3CX VOIP system for click-to-call functionality. Use the 3CX VOIP system and Insureio treats phone numbers like hyperlinks – just click to place a call.
— insureio.com
Listed in the company’s integration directory, Insureio integrates with various CRM and marketing tools.
— insureio.com
8.8
Category 6: Security, Compliance & Data Protection
What We Looked For
We investigate data encryption standards, HIPAA compliance measures, and security protocols relevant to handling sensitive health data.
What We Found
Insureio utilizes TLS encryption and encrypts data at rest and in transit, adhering to HIPAA standards, although they clarify they are not a 'covered entity' themselves.
Score Rationale
The score reflects strong technical security measures (encryption, TLS) while noting the nuance that they operate as a technology vendor rather than a HIPAA covered entity.
Supporting Evidence
Emails are sent securely using TLS encryption via Microsoft Office 365. We send all emails securely using TLS encryption. We do this using MicrosoftOffice365
— insureio.com
Data is encrypted at rest and in transit, adhering to HIPAA standards. Any and all data found within our systems or sent via our email servers is encrypted, adhering to HIPAA requirements as published.
— insureio.com
Outlined in published security policies, Insureio ensures compliance with industry data protection standards.
— insureio.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some third-party reviews cite 'weak customer support' as a disadvantage.
Impact: This issue caused a significant reduction in the score.
AgencyZoom is a sales automation software designed specifically for insurance brokers. It automates time-consuming tasks, helps drive growth, and improves customer retention, addressing the key challenges faced by modern insurance agents. It provides a comprehensive suite of tools tailored to the insurance industry, enabling efficient and effective sales processes.
AgencyZoom is a sales automation software designed specifically for insurance brokers. It automates time-consuming tasks, helps drive growth, and improves customer retention, addressing the key challenges faced by modern insurance agents. It provides a comprehensive suite of tools tailored to the insurance industry, enabling efficient and effective sales processes.
ENHANCED CLIENT RETENTION
ALL-IN-ONE CRM SOLUTION
Best for teams that are
Growth-focused agencies prioritizing sales tracking and producer accountability
Agencies needing a modern sales overlay to integrate with a legacy AMS
Skip if
Agencies looking for a standalone system to handle full back-office accounting
Users wanting deep customization of complex service workflows beyond sales
Expert Take
Our analysis shows AgencyZoom effectively bridges the gap between legacy Agency Management Systems (AMS) and modern sales requirements. Research indicates its visual pipeline and automated engagement tools directly address the 'clunky' nature of traditional insurance software. While integration depth varies by AMS partner, the backing by Vertafore ensures it remains a stable, premium choice for agencies focused on growth.
Pros
Visual sales pipeline with drag-and-drop stages
Automated Google Review requests boost online reputation
Backed by Vertafore for long-term stability
User-friendly interface reduces staff training time
Automated 'winback' campaigns for lost clients
Cons
Cannot create new client files in HawkSoft AMS
Inefficient search functionality for finding clients
Mobile app lacks some desktop features
Occasional sync delays with AMS360
Users report recent pricing increases
This score is backed by structured Google research and verified sources.
Overall Score
8.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Insurance Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of sales automation features, CRM capabilities, and lifecycle management tools specifically for insurance agencies.
What We Found
AgencyZoom offers a comprehensive suite for lead management, sales pipeline visualization, and automated client onboarding, though some mobile features are limited compared to the desktop version.
Score Rationale
The product excels in core sales automation and pipeline management, earning a high score, but is slightly held back by mobile app parity issues compared to the web version.
Supporting Evidence
Mobile app allows agents to manage leads and track sales but lacks some desktop features like a dedicated contact tab. I love the website but the app needs work. I'd like to be able to view all the contact info... without having to hit the make a call button.
— apps.apple.com
The platform automates the process of requesting and collecting Google Reviews from satisfied customers. The platform automates the process of requesting and collecting Google Reviews from satisfied customers
— lavaautomation.com
Features include lead management, sales pipeline visualization, task automation, and automated client communication via email and text. Notable AgencyZoom features include: Lead Management... Sales Pipeline... Task Automation... Client Communication
— selecthub.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, ownership stability, and user base size within the insurance technology market.
What We Found
AgencyZoom was acquired by Vertafore, a market leader in insurance technology, in 2021, significantly bolstering its long-term stability and integration potential.
Score Rationale
The acquisition by Vertafore, a dominant player in the insurtech space, provides exceptional credibility and stability, justifying a score above 9.0.
Supporting Evidence
The product maintains high user ratings across major review platforms like G2. 4.5 out of 5 stars
— g2.com
Thousands of insurance agents utilize AgencyZoom's solutions for business development. Thousands of insurance agents use AgencyZoom's solutions to better manage leads, pipelines and onboarding
— vertafore.com
Vertafore acquired AgencyZoom in November 2021 to enhance its modern agency solutions. Vertafore®, the leader in modern insurance technology, today announced it acquired AgencyZoom
— vertafore.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of use, interface design, and the efficiency of common workflows.
What We Found
Users consistently praise the interface for being intuitive and user-friendly, though some specific friction points exist around search functionality and mobile app navigation.
Score Rationale
While the general UI is highly rated for ease of use, documented complaints about search inefficiency and mobile limitations prevent a score in the 9s.
Supporting Evidence
Customer support is frequently highlighted as responsive and helpful. Users praise the responsive customer support of AgencyZoom, appreciating its quick assistance
— g2.com
Some users report that the search functionality is inefficient, making it difficult to locate clients quickly. Users experience inefficient search functionality, leading to difficulties in locating clients during their searches.
— g2.com
Users describe the platform as simple yet powerful and praise its user-friendly interface. Users love the ease of use of AgencyZoom, finding it simple to navigate and customize for their needs.
— g2.com
8.7
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the transparency of pricing models and the perceived value relative to cost for independent agencies.
What We Found
Pricing is publicly available with clear tiers ($149-$349/mo for independent agents), though some users have noted recent price increases.
Score Rationale
The transparency of pricing is excellent, but recent user feedback regarding price increases slightly impacts the score, keeping it high but not top-tier.
Supporting Evidence
Users generally cite good value but some mention frustration with increasing pricing. Users find the increasing pricing of AgencyZoom to be a frustrating aspect of the service.
— g2.com
Specific lower-cost plans exist for single location agencies, starting around $99/month. Single Location Agency $99 /month
— agencyzoom.com
Pricing tiers for independent agents are clearly listed as Essential ($149), Growth ($199), and Pro ($349) per month. Pro $349... Growth $199... Essential $149
— agencyzoom.com
Pricing starts at $59/month, with enterprise options available, as documented on the pricing page.
— agencyzoom.com
8.6
Category 5: Integrations & Ecosystem Strength
What We Looked For
We examine the depth and reliability of integrations with major Agency Management Systems (AMS) and other insurtech tools.
What We Found
AgencyZoom integrates with major systems like AMS360, QQCatalyst, and HawkSoft, but depth varies; specifically, the HawkSoft integration has limitations regarding new client creation.
Score Rationale
The breadth of integrations is strong, but the documented limitation of one-way sync for creating clients in certain major AMS platforms limits the score.
Supporting Evidence
AMS360 integration supports 2-way sync for prospects and activities. When you create a lead in AgencyZoom We'll create a Prospect in AMS360.
— support.agencyzoom.com
The HawkSoft integration allows data to flow to AgencyZoom, but cannot create new client files back into HawkSoft. Kenny explains that while AgencyZoom... can add log notes and attachments back into HawkSoft, none of them can currently create a new client in HawkSoft.
— blog.hawksoft.com
The platform integrates with AMS360, QQCatalyst, HawkSoft, NowCerts, and others. We are integrated with AMS360, QQCatalyst, PL Rating, Hawksoft, NowCerts, Tarmika, and Bridge.
— agencyzoom.com
We assess the platform's ability to visualize sales data, automate follow-ups, and manage producer performance.
What We Found
This is the product's core strength, offering highly visual pipelines, automated 'winback' campaigns, and detailed producer performance tracking.
Score Rationale
As a purpose-built sales automation tool, it performs exceptionally well in this category, justifying a score above 9.0 for its specialized capabilities.
Supporting Evidence
Users report tangible sales increases, such as a 4.5% average increase in sales. User reviews highlight an average sales increase of 4.5% with AgencyZoom.
— selecthub.com
Automation features include lead recycling and prefilled templates for efficient follow-up. Agencyzoom brings many useful tools... from prefilled templates for text emails to recycling leads based on follow-up methods
— g2.com
The platform provides visual sales pipelines with customizable stages. Sales Pipeline: Visualizes the sales process with customizable stages, allowing agents to track prospects
— selecthub.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The mobile application lacks full feature parity with the desktop version, specifically missing a dedicated contact tab and having issues with phone integration.
Impact: This issue had a noticeable impact on the score.
The HawkSoft integration is limited to one-way creation; it cannot create new client files in HawkSoft, requiring manual double entry for new business.
Impact: This issue caused a significant reduction in the score.
Salesforce's insurance agency management software is a tailored solution for insurance brokers that boosts sales performance through AI and automation. It provides tools for customer relationship management, tracking sales activity, and automating marketing efforts, addressing the unique needs of insurance brokers.
Salesforce's insurance agency management software is a tailored solution for insurance brokers that boosts sales performance through AI and automation. It provides tools for customer relationship management, tracking sales activity, and automating marketing efforts, addressing the unique needs of insurance brokers.
AUTOMATED CLAIMS PROCESSING
GROWTH-DRIVEN FEATURES
Best for teams that are
Large enterprises requiring deep customization and unified financial data
Teams needing a scalable ecosystem with extensive third-party integrations
Skip if
Small agencies with limited budgets or IT resources for implementation
Users seeking a simple, plug-and-play solution with zero setup time
Expert Take
Salesforce's Insurance Agency Management software stands out with its industry-specific capabilities, especially its AI-driven insights that help brokers understand customer behaviour and predict trends. The platform's automation features streamline repetitive tasks, allowing brokers to focus on building relationships and closing deals. Its comprehensive CRM tools ensure all customer interactions are tracked, creating a holistic view of each client. This makes it a powerful tool for insurance brokers looking to boost their sales performance and improve customer relationships.
Pros
Industry-specific features
Advanced AI & automation
Comprehensive CRM tools
Reliable customer support
Cons
Can be complex for beginners
Potentially high cost for smaller agencies
This score is backed by structured Google research and verified sources.
Overall Score
8.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Insurance Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.4
Category 1: Usability & Customer Experience
What We Looked For
We assess the ease of implementation, user interface intuitiveness, and the learning curve for agents and brokers.
What We Found
While the interface is modern and powerful, users consistently report a steep learning curve and complex setup process that often requires external consulting support.
Score Rationale
The score is impacted by the significant complexity of implementation and the steep learning curve reported by users, despite the high quality of the interface once mastered.
Supporting Evidence
The platform's vast feature set can lead to a steep learning curve for new agents. The platform's vastness can also lead to a steep learning curve for new agents, requiring significant investment in initial and ongoing training
— g2.com
Users report that the initial setup is difficult and often requires significant technical support or external consultants. It takes time and technical support to configure things the way we want. The initial setup wasn't easy either, as it required a lot of configuration and help from our Salesforce admin.
— g2.com
Salesforce's platform is known for its comprehensive CRM tools, though it can be complex for beginners as noted in product reviews.
— salesforce.com
8.1
Category 2: Value, Pricing & Transparency
What We Looked For
We evaluate pricing accessibility, transparency of costs, and total cost of ownership including necessary add-ons.
What We Found
Pricing is premium, starting at ~$325/user/month for FSC, with significant additional costs for specific modules like 'Digital Insurance' ($180k/org/year) or 'Policy Administration'.
Score Rationale
The score reflects the high total cost of ownership, which makes it less accessible for smaller agencies compared to mid-market competitors, despite the high value delivered.
Supporting Evidence
Implementation often requires expensive consulting partners, adding to the total cost. the initial implementation often requires significant consulting support, which can be expensive.
— g2.com
Additional modules like Digital Insurance can cost upwards of $180,000 USD per organization per year. Digital Health Insurance · 180,000 USD/Org/Year
— salesforce.com
Financial Services Cloud Sales edition is priced at $325 USD/user/month. Financial Services Cloud - Sales · 325 USD/User/Month
— salesforce.com
Pricing is enterprise-level and requires custom quotes, which can be a barrier for smaller agencies.
— salesforce.com
9.5
Category 3: Integrations & Ecosystem Strength
What We Looked For
We look for pre-built integrations with core insurance systems (Guidewire, Duck Creek) and a robust API.
What We Found
The platform features a massive ecosystem with native connectors for major policy admin systems like Guidewire and Duck Creek, plus thousands of apps on the AppExchange.
Score Rationale
The score is exceptional because of the depth of pre-built integrations with major insurance core systems and the extensibility provided by the AppExchange.
Supporting Evidence
Duck Creek has launched a 'Duck Creek for Salesforce' integration on the AppExchange. Duck Creek Technologies (Boston) has launched Duck Creek for Salesforce on Salesforce (San Francisco) AppExchange
— iireporter.com
Guidewire offers a native integration package for Salesforce FSC to provide a 360-degree view of customer data. Guidewire for Salesforce Financial Services Cloud is a Salesforce managed package which natively integrates Guidewire PolicyCenter with Salesforce
— appexchange.salesforce.com
Listed in Salesforce's AppExchange, the software integrates with numerous third-party applications.
— appexchange.salesforce.com
9.7
Category 4: Security, Compliance & Data Protection
What We Looked For
We examine the product's adherence to industry regulations (HIPAA, FedRAMP) and data security features.
What We Found
Salesforce offers industry-leading security with FedRAMP High authorization, HIPAA compliance support, and 'Salesforce Shield' for platform encryption and event monitoring.
Score Rationale
This category receives a near-perfect score due to Salesforce's comprehensive certification portfolio (FedRAMP, SOC, ISO) and robust native security tools like Shield.
Supporting Evidence
Salesforce Shield provides platform encryption, event monitoring, and field audit trails specifically for regulated industries. Salesforce shield supercharges organizational security in three ways: platform encryption, event monitoring, and field audit trail.
— sdocs.com
Salesforce maintains FedRAMP High and Moderate authorizations, making it suitable for strict government and financial compliance. FedRAMP High. U.S. government program providing a standard approach to security, authorization and monitoring
— compliance.salesforce.com
9.3
Category 5: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Documented in Salesforce's official product documentation, the software offers AI-driven insights and automation tailored for insurance brokers.
— salesforce.com
9.2
Category 6: Market Credibility & Trust Signals
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users report a steep learning curve due to the platform's vastness and feature density.
Impact: This issue had a noticeable impact on the score.
In evaluating sales automation software for insurance brokers, the selection process focused on key factors such as product specifications, essential features tailored to the insurance industry, customer reviews, and overall ratings. Important considerations included user-friendliness, integration capabilities with existing systems, customer support options, and pricing structures, as these elements significantly impact the effectiveness and accessibility of the software for brokers. The research methodology employed involved a comprehensive analysis of the available data, comparing specifications, synthesizing customer feedback from various platforms, and assessing the price-to-value ratio to establish informed rankings among the nine evaluated products.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of features specific to sales automation for insurance brokers.
Selection criteria focus on user feedback, industry ratings, and software specifications tailored for the insurance sector.
Comparison methodology analyzes expert reviews and customer satisfaction metrics relevant to sales automation tools for insurance professionals.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
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Deep Research
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