Applied Epic
by Applied Systems
4.5/5 Enterprise
Mid-to-large agencies and brokerages who need the most widely supported AMS with the deepest carrier connectivity and growing AI capabilities
Enterprise
View Details
> category/agency-tools
Agency & Broker Tools Tools
Agency and broker tools include CRM platforms, comparative rating engines, agency management systems, and digital brokerage platforms. AI features in these tools help with lead scoring, cross-sell identification, and client communication.
6 tools in this category
Our Pick
Applied Epic
Mid-to-large agencies and brokerages who need the most widely supported AMS with the deepest carrier connectivity and growing AI capabilities
Applied Epic is the safe, defensible choice for mid-to-large agencies and brokerages that need the deepest carrier connectivity and the most widely supported AMS in the market. The Planck and Cytora acquisitions add a genuine AI dimension that competitors have not matched. Smaller agencies should weigh total cost of ownership carefully, as the platform is built for scale that agencies under 10 staff may not need. If your agency has outgrown a lightweight AMS and needs enterprise-grade accounting, download, and reporting, Epic is the industry standard for a reason.
Read full reviewEZLynx
by EZLynx (Applied Systems)
4/5 Paid | $100/user/mo
Independent agencies writing personal lines who need the broadest carrier connectivity for real-time comparative rating without enterprise pricing commitments
$100/user/mo
View Details
Vertafore AMS360
by Vertafore
4/5 Enterprise
Mid-market agencies who want an all-in-one platform covering AMS, comparative rating, CRM, and producer compliance under a single vendor
Enterprise
View Details
Bold Penguin
by Bold Penguin
3.5/5 Paid | $199/mo
Independent agents writing small commercial who want access to multiple carrier markets without maintaining individual carrier appointments
$199/mo
View Details
HawkSoft
by HawkSoft
3.5/5 Paid | $89/user/mo
Small agencies (1-15 staff) who prioritize ease of use and vendor support over feature depth and enterprise integration capabilities
$89/user/mo
View Details
InsuredMine
by InsuredMine
3.5/5 Paid | $69/user/mo
Small-to-mid independent agencies who need a dedicated insurance CRM without paying enterprise AMS pricing for marketing and pipeline features
$69/user/mo
View Details