Agency Management Systems and Software Suites

Report Summary

Agency Management Systems and Software Suites

Paul Legutko
Director, Customer Experience Practice

February 2021 - This report describes some of the important trends with agency management systems (AMS), the implications for insurers, and profiles 8 of the leading AMS vendors and software suites. AMS have evolved to become the workbench for most of the activities an agent typically undertakes on a daily basis: selling insurance, managing clients, and managing themselves.

AMS vendors have also integrated with larger agency software solution suites that provide a wide range of expanding capabilities designed to improve agent experience, make transactions faster and more efficient, and automate these processes as much as possible. Carriers who promote ease of doing business as a differentiator for agents have to accept integration with these platforms as table stakes.

The vendors profiled in this report represent a range of complexity, from full suites comprising many potentially stand-alone solutions to singular, pure-play AMS platforms. But all of them provide points of contact to carrier systems that need to be identified, enabled, and curated.

Vendors profiled include Agency Matrix, AMS360, Applied, EZLynx, HawkSoft, QQCatalyst, Xanatek, and Zywave.

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