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10 Best Inventory & Order Management Systems for Insurance Agents in 2025 Analyzed

Albert Richer
Curated by :
Albert Richer
Updated Nov 22, 2025

For a complete view, browse our main Inventory & Order Management Systems category.

Inventory & Order Management Systems for Insurance Agents
Albert Richer

Finding the Right Fit: Navigating Inventory and Order Management Systems for Insurance Agents When it comes to selecting an Inventory and Order Management System for insurance agents, research shows that not all software solutions are created equal. Analysis of thousands of customer reviews indicates that platforms like NetSuite and Zoho Inventory consistently score high for their ease of use and robust features, while QuickBooks Commerce often comes up in discussions about budget-friendly options without sacrificing essential capabilities. Finding the Right Fit: Navigating Inventory and Order Management Systems for Insurance Agents When it comes to selecting an Inventory and Order Management System for insurance agents, research shows that not all software solutions are created equal.

Similar Categories
1
Expert Score
9.8 / 10
362
24
ENHANCED REPORT CAPABILITIES
24/7 SUPPORT
1
Salesforce Insurance Software
9.8

Salesforce Insurance Software

Salesforce Insurance Software
View Website
Enterprise pricing available
ENHANCED REPORT CAPABILITIES
24/7 SUPPORT

Why We Love It

Salesforce's solution is a game-changer for insurance professionals. It leverages the power of AI to automate repetitive tasks, freeing agents to focus on customer service and strategic planning. The software is also customizable, allowing for seamless integration with existing systems, which makes it a versatile tool for insurance agencies of all sizes. Its analytics capabilities provide valuable insights into inventory and order status, facilitating informed decision-making.

Pros

  • Industry-specific features
  • AI-powered automation
  • Seamless integration
  • Robust support

Cons

  • Steep learning curve
  • Complex setup
  • Premium pricing

Enterprise pricing available

Salesforce offers a highly tailored solution for insurance agency management and brokerage. It enhances sales performance with AI-powered automation, allowing insurance agents to manage their inventories and orders more efficiently.

Pros

  • Industry-specific features
  • AI-powered automation
  • Seamless integration
  • Robust support

Cons

  • Steep learning curve
  • Complex setup
  • Premium pricing
ENHANCED REPORT CAPABILITIES
24/7 SUPPORT

Why We Love It

Salesforce's solution is a game-changer for insurance professionals. It leverages the power of AI to automate repetitive tasks, freeing agents to focus on customer service and strategic planning. The software is also customizable, allowing for seamless integration with existing systems, which makes it a versatile tool for insurance agencies of all sizes. Its analytics capabilities provide valuable insights into inventory and order status, facilitating informed decision-making.

Pros

  • Industry-specific features
  • AI-powered automation
  • Seamless integration
  • Robust support

Cons

  • Steep learning curve
  • Complex setup
  • Premium pricing

Why We Love It

Salesforce's solution is a game-changer for insurance professionals. It leverages the power of AI to automate repetitive tasks, freeing agents to focus on customer service and strategic planning. The software is also customizable, allowing for seamless integration with existing systems, which makes it a versatile tool for insurance agencies of all sizes. Its analytics capabilities provide valuable insights into inventory and order status, facilitating informed decision-making.

Enterprise pricing available

Salesforce offers a highly tailored solution for insurance agency management and brokerage. It enhances sales performance with AI-powered automation, allowing insurance agents to manage their inventories and orders more efficiently.

2
Expert Score
9.7 / 10
633
84
POLICY MANAGEMENT PRO
2
AMS360 - Insurance Agency Management
9.7

AMS360 - Insurance Agency Management

AMS360 - Insurance Agency Management
View Website
Pricing details not publicly available, contact for a custom quote.
POLICY MANAGEMENT PRO

Why We Love It

AMS360 is a game-changer for insurance agencies. It's not just a management tool, it's a comprehensive solution designed specifically for insurance professionals. It streamlines the process of managing client policies, making it easier and more efficient. Plus, it automates numerous accounting tasks, including billing and commission management. This allows insurance agents to focus more on client relationships and less on administrative tasks, which is a huge win for any agency.

Pros

  • Tailored for insurance agencies
  • Streamlined accounting
  • Policy management
  • Easy integration
  • 24/7 support

Cons

  • Pricing not publicly listed
  • May require training for full utilization
  • Potentially overwhelming feature set for smaller agencies

Pricing details not publicly available, contact for a custom quote.

AMS360 is a dedicated agency management software designed specifically for insurance agencies. It not only simplifies the management of client policies but also streamlines accounting tasks such as billing, commissions, etc. Its industry-specific features and easy integration make it an ideal choice for insurance professionals.

Pros

  • Tailored for insurance agencies
  • Streamlined accounting
  • Policy management
  • Easy integration
  • 24/7 support

Cons

  • Pricing not publicly listed
  • May require training for full utilization
  • Potentially overwhelming feature set for smaller agencies
POLICY MANAGEMENT PRO

Why We Love It

AMS360 is a game-changer for insurance agencies. It's not just a management tool, it's a comprehensive solution designed specifically for insurance professionals. It streamlines the process of managing client policies, making it easier and more efficient. Plus, it automates numerous accounting tasks, including billing and commission management. This allows insurance agents to focus more on client relationships and less on administrative tasks, which is a huge win for any agency.

Pros

  • Tailored for insurance agencies
  • Streamlined accounting
  • Policy management
  • Easy integration
  • 24/7 support

Cons

  • Pricing not publicly listed
  • May require training for full utilization
  • Potentially overwhelming feature set for smaller agencies

Why We Love It

AMS360 is a game-changer for insurance agencies. It's not just a management tool, it's a comprehensive solution designed specifically for insurance professionals. It streamlines the process of managing client policies, making it easier and more efficient. Plus, it automates numerous accounting tasks, including billing and commission management. This allows insurance agents to focus more on client relationships and less on administrative tasks, which is a huge win for any agency.

Pricing details not publicly available, contact for a custom quote.

AMS360 is a dedicated agency management software designed specifically for insurance agencies. It not only simplifies the management of client policies but also streamlines accounting tasks such as billing, commissions, etc. Its industry-specific features and easy integration make it an ideal choice for insurance professionals.

3
Expert Score
9.5 / 10
419
53
USER-FRIENDLY INTERFACE
SEAMLESS INTEGRATION
3
Agency Systems
9.5

Agency Systems

Agency Systems
View Website
USER-FRIENDLY INTERFACE
SEAMLESS INTEGRATION

Why We Love It

Agency Systems is not just a software, it's a solution tailor-made for insurance agencies. With its robust set of features, it simplifies inventory and order management, making it easier for agencies to handle their daily operations. It also includes a full-featured CRM, enabling agencies to manage their relationships with customers more effectively. The software’s reporting capabilities provide valuable insights into business performance, helping agencies make data-driven decisions. The 24/7 support ensures any issues are resolved promptly, making it a reliable choice for insurance professionals.

Pros

  • Comprehensive insurance-specific features
  • Ease of use
  • Full-featured CRM
  • Robust reporting capabilities
  • 24/7 support

Cons

  • No free trial available
  • Potentially overwhelming for beginners

Pricing available upon request

Agency Systems is a comprehensive insurance agency management software specifically designed to address the complex needs of insurance agencies. It provides robust inventory and order management features, streamlining operations and improving efficiency for insurance professionals.

Pros

  • Comprehensive insurance-specific features
  • Ease of use
  • Full-featured CRM
  • Robust reporting capabilities
  • 24/7 support

Cons

  • No free trial available
  • Potentially overwhelming for beginners
USER-FRIENDLY INTERFACE
SEAMLESS INTEGRATION

Why We Love It

Agency Systems is not just a software, it's a solution tailor-made for insurance agencies. With its robust set of features, it simplifies inventory and order management, making it easier for agencies to handle their daily operations. It also includes a full-featured CRM, enabling agencies to manage their relationships with customers more effectively. The software’s reporting capabilities provide valuable insights into business performance, helping agencies make data-driven decisions. The 24/7 support ensures any issues are resolved promptly, making it a reliable choice for insurance professionals.

Pros

  • Comprehensive insurance-specific features
  • Ease of use
  • Full-featured CRM
  • Robust reporting capabilities
  • 24/7 support

Cons

  • No free trial available
  • Potentially overwhelming for beginners

Why We Love It

Agency Systems is not just a software, it's a solution tailor-made for insurance agencies. With its robust set of features, it simplifies inventory and order management, making it easier for agencies to handle their daily operations. It also includes a full-featured CRM, enabling agencies to manage their relationships with customers more effectively. The software’s reporting capabilities provide valuable insights into business performance, helping agencies make data-driven decisions. The 24/7 support ensures any issues are resolved promptly, making it a reliable choice for insurance professionals.

Pricing available upon request

Agency Systems is a comprehensive insurance agency management software specifically designed to address the complex needs of insurance agencies. It provides robust inventory and order management features, streamlining operations and improving efficiency for insurance professionals.

4
Expert Score
9.4 / 10
694
43
4
Applied Epic Insurance AMS
9.4

Applied Epic Insurance AMS

Applied Epic Insurance AMS
View Website
Enterprise pricing available

Why We Love It

Staying organized and efficient is crucial for insurance agents, and that's where Applied Epic shines. It offers comprehensive management solutions that streamline operations and improve customer service. The software's integrated business intelligence feature allows agents to make data-driven decisions, enhancing their competitiveness. Plus, with its client self-service capabilities, agencies can provide a better customer experience. It's a complete solution for growth-focused insurance agencies.

Pros

  • Comprehensive insurance-specific features
  • Integrated business intelligence
  • Client self-service capabilities
  • Scalable solution for growing agencies

Cons

  • May be too complex for smaller agencies
  • Potential for high implementation costs
  • Training may be required for full utilization

Enterprise pricing available

Applied Epic is a robust SaaS solution specifically designed to streamline operations for mid-size to enterprise-level independent insurance agencies. It offers comprehensive inventory and order management features, integrated business intelligence, robust policy management, and client self-service capabilities to address the unique needs of the insurance industry.

Pros

  • Comprehensive insurance-specific features
  • Integrated business intelligence
  • Client self-service capabilities
  • Scalable solution for growing agencies

Cons

  • May be too complex for smaller agencies
  • Potential for high implementation costs
  • Training may be required for full utilization

Why We Love It

Staying organized and efficient is crucial for insurance agents, and that's where Applied Epic shines. It offers comprehensive management solutions that streamline operations and improve customer service. The software's integrated business intelligence feature allows agents to make data-driven decisions, enhancing their competitiveness. Plus, with its client self-service capabilities, agencies can provide a better customer experience. It's a complete solution for growth-focused insurance agencies.

Pros

  • Comprehensive insurance-specific features
  • Integrated business intelligence
  • Client self-service capabilities
  • Scalable solution for growing agencies

Cons

  • May be too complex for smaller agencies
  • Potential for high implementation costs
  • Training may be required for full utilization

Why We Love It

Staying organized and efficient is crucial for insurance agents, and that's where Applied Epic shines. It offers comprehensive management solutions that streamline operations and improve customer service. The software's integrated business intelligence feature allows agents to make data-driven decisions, enhancing their competitiveness. Plus, with its client self-service capabilities, agencies can provide a better customer experience. It's a complete solution for growth-focused insurance agencies.

Enterprise pricing available

Applied Epic is a robust SaaS solution specifically designed to streamline operations for mid-size to enterprise-level independent insurance agencies. It offers comprehensive inventory and order management features, integrated business intelligence, robust policy management, and client self-service capabilities to address the unique needs of the insurance industry.

5
Expert Score
9.2 / 10
423
70
5
EZLynx Management System
9.2

EZLynx Management System

EZLynx Management System
View Website
Customized pricing based on specific agency needs

Why We Love It

EZLynx Management System stands out for its comprehensive, industry-specific features that specifically cater to the needs of independent insurance agents. Its all-in-one design centralizes client data, policy information, and accounting tools in one platform, allowing for seamless order and inventory management. Furthermore, its real-time reporting and analytics tools provide valuable insights, aiding in strategic decision-making and improving agency efficiency.

Pros

  • Industry-specific features
  • Centralized client data
  • Integrated accounting tools
  • Real-time reporting and analytics
  • Cloud-based system

Cons

  • May require some training to fully utilize
  • Potential extra costs for additional features

Customized pricing based on specific agency needs

EZLynx Management System is a comprehensive, cloud-based agency management system (AMS) designed specifically for independent insurance agencies. Its robust set of tools and features streamline agency management, inventory, and order management, addressing the unique needs of insurance professionals.

Pros

  • Industry-specific features
  • Centralized client data
  • Integrated accounting tools
  • Real-time reporting and analytics
  • Cloud-based system

Cons

  • May require some training to fully utilize
  • Potential extra costs for additional features

Why We Love It

EZLynx Management System stands out for its comprehensive, industry-specific features that specifically cater to the needs of independent insurance agents. Its all-in-one design centralizes client data, policy information, and accounting tools in one platform, allowing for seamless order and inventory management. Furthermore, its real-time reporting and analytics tools provide valuable insights, aiding in strategic decision-making and improving agency efficiency.

Pros

  • Industry-specific features
  • Centralized client data
  • Integrated accounting tools
  • Real-time reporting and analytics
  • Cloud-based system

Cons

  • May require some training to fully utilize
  • Potential extra costs for additional features

Why We Love It

EZLynx Management System stands out for its comprehensive, industry-specific features that specifically cater to the needs of independent insurance agents. Its all-in-one design centralizes client data, policy information, and accounting tools in one platform, allowing for seamless order and inventory management. Furthermore, its real-time reporting and analytics tools provide valuable insights, aiding in strategic decision-making and improving agency efficiency.

Customized pricing based on specific agency needs

EZLynx Management System is a comprehensive, cloud-based agency management system (AMS) designed specifically for independent insurance agencies. Its robust set of tools and features streamline agency management, inventory, and order management, addressing the unique needs of insurance professionals.

6
Expert Score
9.1 / 10
609
151
REAL-TIME DATA ACCESS
CLOUD-BASED SYSTEM
6
Equisoft/centralize
9.1

Equisoft/centralize

Equisoft/centralize
View Website
Enterprise pricing available
REAL-TIME DATA ACCESS
CLOUD-BASED SYSTEM

Why We Love It

Equisoft/centralize is a game-changer for insurance agencies, offering a complete solution that caters specifically to their needs. It streamlines a historically complex process, improving efficiency, accuracy, and communication among stakeholders. Its robust features, including real-time data access and automated workflows, make it an invaluable tool for modern insurance agencies. Plus, it provides a centralized platform for all activities, making it easier to manage and scale operations.

Pros

  • Streamlined insurance distribution
  • Comprehensive commission management
  • Real-time data access
  • Improved stakeholder collaboration
  • Automated workflow

Cons

  • Potentially complex setup
  • May require training
  • Pricing might be high for small agencies

Enterprise pricing available

Equisoft/centralize is a dedicated management system for insurance agencies. This SaaS solution streamlines insurance distribution and commission management, connecting all stakeholders, including agents, carriers, and policyholders, improving efficiency and reducing errors in the insurance lifecycle.

Pros

  • Streamlined insurance distribution
  • Comprehensive commission management
  • Real-time data access
  • Improved stakeholder collaboration
  • Automated workflow

Cons

  • Potentially complex setup
  • May require training
  • Pricing might be high for small agencies
REAL-TIME DATA ACCESS
CLOUD-BASED SYSTEM

Why We Love It

Equisoft/centralize is a game-changer for insurance agencies, offering a complete solution that caters specifically to their needs. It streamlines a historically complex process, improving efficiency, accuracy, and communication among stakeholders. Its robust features, including real-time data access and automated workflows, make it an invaluable tool for modern insurance agencies. Plus, it provides a centralized platform for all activities, making it easier to manage and scale operations.

Pros

  • Streamlined insurance distribution
  • Comprehensive commission management
  • Real-time data access
  • Improved stakeholder collaboration
  • Automated workflow

Cons

  • Potentially complex setup
  • May require training
  • Pricing might be high for small agencies

Why We Love It

Equisoft/centralize is a game-changer for insurance agencies, offering a complete solution that caters specifically to their needs. It streamlines a historically complex process, improving efficiency, accuracy, and communication among stakeholders. Its robust features, including real-time data access and automated workflows, make it an invaluable tool for modern insurance agencies. Plus, it provides a centralized platform for all activities, making it easier to manage and scale operations.

Enterprise pricing available

Equisoft/centralize is a dedicated management system for insurance agencies. This SaaS solution streamlines insurance distribution and commission management, connecting all stakeholders, including agents, carriers, and policyholders, improving efficiency and reducing errors in the insurance lifecycle.

7
Expert Score
8.9 / 10
703
133
STREAMLINED BILLING
COMPREHENSIVE FEATURES
7
EMERGE DME Workflow Software
8.9

EMERGE DME Workflow Software

EMERGE DME Workflow Software
View Website
Pricing on request basis
STREAMLINED BILLING
COMPREHENSIVE FEATURES

Why We Love It

EMERGE DME Workflow Software is a game-changer for insurance agents dealing with durable medical equipment. Its ability to seamlessly integrate inventory, billing, and insurance workflows eliminates the need for multiple tools and significantly reduces manual labor. The DME-specific functionalities are tailored to meet the unique needs and challenges of this industry, which makes it a favourite among professionals. Its user-friendly interface further enhances the overall user experience.

Pros

  • DME-specific functionalities
  • Streamlined billing process
  • Integrated inventory management
  • Insurance workflow automation
  • User-friendly interface

Cons

  • Lack of pricing transparency
  • May require training
  • Limited customization options

Pricing on request basis

EMERGE DME Workflow Software is a specialized order management system designed to streamline inventory, billing and insurance workflows for insurance agents. Its robust integration capabilities and DME-specific features efficiently address unique industry challenges, such as managing DME orders, maintaining inventory and simplifying billing processes.

Pros

  • DME-specific functionalities
  • Streamlined billing process
  • Integrated inventory management
  • Insurance workflow automation
  • User-friendly interface

Cons

  • Lack of pricing transparency
  • May require training
  • Limited customization options
STREAMLINED BILLING
COMPREHENSIVE FEATURES

Why We Love It

EMERGE DME Workflow Software is a game-changer for insurance agents dealing with durable medical equipment. Its ability to seamlessly integrate inventory, billing, and insurance workflows eliminates the need for multiple tools and significantly reduces manual labor. The DME-specific functionalities are tailored to meet the unique needs and challenges of this industry, which makes it a favourite among professionals. Its user-friendly interface further enhances the overall user experience.

Pros

  • DME-specific functionalities
  • Streamlined billing process
  • Integrated inventory management
  • Insurance workflow automation
  • User-friendly interface

Cons

  • Lack of pricing transparency
  • May require training
  • Limited customization options

Why We Love It

EMERGE DME Workflow Software is a game-changer for insurance agents dealing with durable medical equipment. Its ability to seamlessly integrate inventory, billing, and insurance workflows eliminates the need for multiple tools and significantly reduces manual labor. The DME-specific functionalities are tailored to meet the unique needs and challenges of this industry, which makes it a favourite among professionals. Its user-friendly interface further enhances the overall user experience.

Pricing on request basis

EMERGE DME Workflow Software is a specialized order management system designed to streamline inventory, billing and insurance workflows for insurance agents. Its robust integration capabilities and DME-specific features efficiently address unique industry challenges, such as managing DME orders, maintaining inventory and simplifying billing processes.

8
Expert Score
8.8 / 10
641
109
8
HawkSoft Insurance Agency Management
8.8

HawkSoft Insurance Agency Management

HawkSoft Insurance Agency Management
View Website
Contact for pricing, Free demo available

Why We Love It

HawkSoft stands out due to its specific focus on the insurance industry. It understands the ins and outs of the duties of insurance agents and brokers, and is designed to streamline these tasks. The proactive alerts keep everyone on track, while the detailed visibility allows for better business management and accountability. It's not just an order management system, it's a comprehensive tool built specifically for insurance professionals.

Pros

  • Industry-specific features
  • Proactive alerts and notifications
  • Detailed visibility into operations
  • Efficient inventory and order management

Cons

  • Pricing not transparent
  • May require training to fully utilize

Contact for pricing, Free demo available

HawkSoft's Insurance Agency Management System is tailored to meet the unique needs of insurance agents and brokers. It features proactive alerts and notifications to keep users on task and on schedule, while also providing deep visibility into every operation. This software streamlines inventory and order management, facilitating effective and efficient business practices.

Pros

  • Industry-specific features
  • Proactive alerts and notifications
  • Detailed visibility into operations
  • Efficient inventory and order management

Cons

  • Pricing not transparent
  • May require training to fully utilize

Why We Love It

HawkSoft stands out due to its specific focus on the insurance industry. It understands the ins and outs of the duties of insurance agents and brokers, and is designed to streamline these tasks. The proactive alerts keep everyone on track, while the detailed visibility allows for better business management and accountability. It's not just an order management system, it's a comprehensive tool built specifically for insurance professionals.

Pros

  • Industry-specific features
  • Proactive alerts and notifications
  • Detailed visibility into operations
  • Efficient inventory and order management

Cons

  • Pricing not transparent
  • May require training to fully utilize

Why We Love It

HawkSoft stands out due to its specific focus on the insurance industry. It understands the ins and outs of the duties of insurance agents and brokers, and is designed to streamline these tasks. The proactive alerts keep everyone on track, while the detailed visibility allows for better business management and accountability. It's not just an order management system, it's a comprehensive tool built specifically for insurance professionals.

Contact for pricing, Free demo available

HawkSoft's Insurance Agency Management System is tailored to meet the unique needs of insurance agents and brokers. It features proactive alerts and notifications to keep users on task and on schedule, while also providing deep visibility into every operation. This software streamlines inventory and order management, facilitating effective and efficient business practices.

9
Expert Score
8.6 / 10
427
156
AI-POWERED AUTOMATION
9
Glide Fleet Management Software
8.6

Glide Fleet Management Software

Glide Fleet Management Software
View Website
AI-POWERED AUTOMATION

Why We Love It

What sets Glide's Fleet Management Software apart is its ability to address the pain points specific to insurance agencies. It not only simplifies fleet management but also accelerates claim processing – a key aspect for insurance agencies. The ability to enhance policy oversight allows for a more streamlined and efficient work process, saving time and increasing productivity. It's a tool designed with the insurance industry in mind, and professionals love it for its simplicity and effectiveness.

Pros

  • Customizable to insurance industry needs
  • Simplifies fleet management
  • Accelerates claim processing
  • Enhances policy oversight
  • User-friendly interface

Cons

  • Pricing not transparently listed
  • May require some technical knowledge for setup
  • Limited online reviews

Enterprise pricing available upon request

Glide's Fleet Management Software for Insurance Agencies is a tailor-made solution designed to simplify fleet management, expedite claim processing, and enhance policy oversight. Its unique features are geared towards the needs of this industry, offering streamlined workflows and a more efficient work environment.

Pros

  • Customizable to insurance industry needs
  • Simplifies fleet management
  • Accelerates claim processing
  • Enhances policy oversight
  • User-friendly interface

Cons

  • Pricing not transparently listed
  • May require some technical knowledge for setup
  • Limited online reviews
AI-POWERED AUTOMATION

Why We Love It

What sets Glide's Fleet Management Software apart is its ability to address the pain points specific to insurance agencies. It not only simplifies fleet management but also accelerates claim processing – a key aspect for insurance agencies. The ability to enhance policy oversight allows for a more streamlined and efficient work process, saving time and increasing productivity. It's a tool designed with the insurance industry in mind, and professionals love it for its simplicity and effectiveness.

Pros

  • Customizable to insurance industry needs
  • Simplifies fleet management
  • Accelerates claim processing
  • Enhances policy oversight
  • User-friendly interface

Cons

  • Pricing not transparently listed
  • May require some technical knowledge for setup
  • Limited online reviews

Why We Love It

What sets Glide's Fleet Management Software apart is its ability to address the pain points specific to insurance agencies. It not only simplifies fleet management but also accelerates claim processing – a key aspect for insurance agencies. The ability to enhance policy oversight allows for a more streamlined and efficient work process, saving time and increasing productivity. It's a tool designed with the insurance industry in mind, and professionals love it for its simplicity and effectiveness.

Enterprise pricing available upon request

Glide's Fleet Management Software for Insurance Agencies is a tailor-made solution designed to simplify fleet management, expedite claim processing, and enhance policy oversight. Its unique features are geared towards the needs of this industry, offering streamlined workflows and a more efficient work environment.

10
Expert Score
8.5 / 10
462
88
INSURANCE-READY
SCALABLE SOLUTIONS
10
Softr Free CRM for Insurance Agents
8.5

Softr Free CRM for Insurance Agents

Softr Free CRM for Insurance Agents
View Website
Free plan available
INSURANCE-READY
SCALABLE SOLUTIONS

Why We Love It

Softr's Free CRM for Insurance Agents is a game-changer for the industry. Its no-code solution allows insurance professionals to easily manage their customer relationships without needing technical expertise. The ability to sync live data and manage permissions makes it a comprehensive solution for the industry's unique needs. It's flexibility and adaptability ensure that as your insurance agency grows, Softr will grow with you.

Pros

  • No-code solution
  • Live data syncing
  • Permission management
  • Workflow adaptability
  • Industry-specific design

Cons

  • Limited features in free version
  • Potential scalability issues

Free plan available

Softr's Free CRM for Insurance Agents is a versatile, no-code solution, designed specifically for insurance professionals. It allows easy syncing of live data and management of permissions. It is uniquely adaptable to your workflow as it grows, meeting the dynamic needs of the insurance industry.

Pros

  • No-code solution
  • Live data syncing
  • Permission management
  • Workflow adaptability
  • Industry-specific design

Cons

  • Limited features in free version
  • Potential scalability issues
INSURANCE-READY
SCALABLE SOLUTIONS

Why We Love It

Softr's Free CRM for Insurance Agents is a game-changer for the industry. Its no-code solution allows insurance professionals to easily manage their customer relationships without needing technical expertise. The ability to sync live data and manage permissions makes it a comprehensive solution for the industry's unique needs. It's flexibility and adaptability ensure that as your insurance agency grows, Softr will grow with you.

Pros

  • No-code solution
  • Live data syncing
  • Permission management
  • Workflow adaptability
  • Industry-specific design

Cons

  • Limited features in free version
  • Potential scalability issues

Why We Love It

Softr's Free CRM for Insurance Agents is a game-changer for the industry. Its no-code solution allows insurance professionals to easily manage their customer relationships without needing technical expertise. The ability to sync live data and manage permissions makes it a comprehensive solution for the industry's unique needs. It's flexibility and adaptability ensure that as your insurance agency grows, Softr will grow with you.

Free plan available

Softr's Free CRM for Insurance Agents is a versatile, no-code solution, designed specifically for insurance professionals. It allows easy syncing of live data and management of permissions. It is uniquely adaptable to your workflow as it grows, meeting the dynamic needs of the insurance industry.

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1EZLynx Management System
 Yes No Contact for trial No No Yes Not specified QuickBooks, Microsoft 365, DocuSign No Customized pricing based on specific agency needs
2Softr Free CRM for Insurance Agents
 Web-only Yes No Yes No Email/Ticket only Not specified Google Workspace, Slack, Microsoft 365 No Free
3Salesforce Insurance Software
 Yes No Contact for trial Yes Yes Yes SOC 2 Slack, Salesforce, Google Workspace, Microsoft 365, HubSpot Yes Contact for pricing
4Applied Epic Insurance AMS
 Yes No Contact for trial No Enterprise API only Yes ISO 27001 Microsoft 365, DocuSign, QuickBooks Enterprise plans only Contact for pricing
5EMERGE DME Workflow Software
 No No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Pricing on request basis
6Glide Fleet Management Software
 No No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Enterprise pricing available upon request
7AMS360 - Insurance Agency Management
 No No Contact for trial No Enterprise API only Yes Not specified QuickBooks, Microsoft 365, DocuSign Enterprise plans only Contact for pricing
8Agency Systems
 No No No No No Email/Ticket only Not specified Limited integrations No Pricing available upon request
9Equisoft/centralize
 No No Contact for trial No No Yes Not specified Salesforce, Microsoft 365, HubSpot Enterprise plans only Enterprise pricing available
10HawkSoft Insurance Agency Management
 No No Contact for trial No No Email/Ticket only Not specified Microsoft 365, QuickBooks, DocuSign No Contact for pricing
1

EZLynx Management System

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Microsoft 365, DocuSign
Supports SSO
No
Starting Price
Customized pricing based on specific agency needs
2

Softr Free CRM for Insurance Agents

Has Mobile App
Web-only
Has Free Plan
Yes
Has Free Trial
No
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Workspace, Slack, Microsoft 365
Supports SSO
No
Starting Price
Free
3

Salesforce Insurance Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Slack, Salesforce, Google Workspace, Microsoft 365, HubSpot
Supports SSO
Yes
Starting Price
Contact for pricing
4

Applied Epic Insurance AMS

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Yes
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
Microsoft 365, DocuSign, QuickBooks
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
5

EMERGE DME Workflow Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Pricing on request basis
6

Glide Fleet Management Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Enterprise pricing available upon request
7

AMS360 - Insurance Agency Management

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Microsoft 365, DocuSign
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
8

Agency Systems

Has Mobile App
No
Has Free Plan
No
Has Free Trial
No
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Pricing available upon request
9

Equisoft/centralize

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, Microsoft 365, HubSpot
Supports SSO
Enterprise plans only
Starting Price
Enterprise pricing available
10

HawkSoft Insurance Agency Management

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Microsoft 365, QuickBooks, DocuSign
Supports SSO
No
Starting Price
Contact for pricing

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How We Rank Products

How We Evaluate Products

Our Evaluation Process

In evaluating inventory and order management systems for insurance agents, key factors included comprehensive analysis of specifications, features, customer reviews, ratings, and overall value for money. Special considerations for this category emphasized the systems' ability to streamline operations, integrate with existing tools, and support compliance with industry regulations. The research methodology focused on comparative analysis of product specifications, thorough examination of customer feedback, and assessment of ratings to determine a price-to-value ratio, ensuring that the selected products effectively meet the unique needs of insurance agents.

Verification

  • Products evaluated through comprehensive research and analysis of features specific to inventory and order management for insurance agents.
  • Rankings based on an in-depth review of customer feedback and expert evaluations tailored to the insurance industry.
  • Selection criteria focus on key performance metrics, usability, and integration capabilities relevant to insurance agents' inventory management needs.

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Frequently Asked Questions About Inventory & Order Management Systems for Insurance Agents

What makes a inventory & order management systems for insurance agents the "best"?

We evaluate products based on quality, performance, value for money, user reviews, durability, and ease of use. Our rankings are updated regularly to reflect the latest market offerings and user feedback.

How often do you update your inventory & order management systems for insurance agents recommendations?

Our team continuously monitors the market for new products and updates our recommendations quarterly. We also adjust rankings based on user feedback and new testing results.

Do you test all the products you recommend?

Yes, whenever possible, we physically test products in our labs. For products we can't test directly, we rely on verified user reviews, expert opinions, and detailed specifications to make informed recommendations.

What if I'm looking for a specific type of inventory & order management systems for insurance agents?

Our top 10 list covers the most popular and highly-rated options. If you have specific requirements, check our detailed product descriptions and pros/cons to find the best match for your needs.

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Score Breakdown

0.0 / 10
Excellent

What This Award Means