Broker CRM / Agency Management Systems

Agency management, CRM, commissions, marketing, and optional quoting suite built for health, life, Medicare, ACA, and group-benefits agencies.

All-in-one independent-agency platform combining AMS, a personal-lines comparative rater (330+ carriers), websites, and EVA AI.

Free-forever CRM with paid Sales, Marketing, and Service hubs; used by some benefits agencies for pipeline and inbound marketing.

Low-code insurance platform for product design, distribution, accounting, and claims, used by MGAs, carriers, and some brokers.

Microsoft’s modular CRM and ERP cloud; Dynamics 365 Sales is the CRM edition some national brokerages run on Azure and Microsoft 365.

Cloud AMS with published per-month plans, ACORD forms, IVANS downloads, certificates, and commissions tracking.

Sales CRM with public per-seat plans (Lite, Growth, Premium, Ultimate) used by some agencies for deal tracking, not policy administration.

Vertafore cloud AMS for growing independent agencies, with policy/client data, Salesroom pipeline, reports, and Agency Intelligence email.

Cloud CRM (Sales Cloud, Service Cloud, and related clouds) that large brokerages customize for pipeline, service, and producer management.

AI-oriented CRM for financial advisors and RIAs, with households, workflows, pipeline, and 150+ integrations—not a group-benefits AMS.

Zoho’s sales CRM with a free 3-user edition, published paid tiers, built-in AI agents (Zia), and 1,200+ integrations.