Guide: Agency Management Systems

Choosing the right agency management system is crucial. The wrong choice can result in wasted time, effort, frustration, and money. This guide is the launch pad for all things AMS.

Included in Catalyit Success Journey Milestones:

What are you trying to do?

Considering an AMS for your agency? Start here.
Do you need help deciding which solution to choose? Use the TechSelector to narrow down your options.
Want to view different options side-by-side? Compare AMS solutions in our comparison grid.
Who’s who? Take a closer look at the players.
Are you curious about what your peers are using and how they rate them? Learn from their experiences with the State of Tech Report.
Get the latest news and insights on AMS solutions? Explore our resources.
Do you want someone to assist you in the process? Book an appointment with Catalyit.

Catalyit's Advice

Look at many. When considering replacing a system, exploring all potential solutions is important.

Consider the one you have. Changing systems is hard and very disruptive, so make sure you maximize your current system’s capabilities.

Ask within. Get input from as many people in your organization as possible.

Personalized insights. In addition to vendor demos, you want to make sure your team completely understands how each system could work for your organization.

Have a plan. Selecting an AMS is the first step. Make sure you also include an implementation plan as part of your process.

Steve Anderson's Take

“Look, changing an AMS is disruptive. That’s why no one does it often. So take the time it deserves, include more people (and at deeper levels) in your agency, and have a plan. While total cost is always a variable, it should only be a part of the decision process. Get the right system so your team can win. Happy team, happy customers, happy bottom line.”

Steve Anderson

Catalyit Co-founder & CEO

Pick Your Path For Help

The Catalyit Comparison Grid

Make an informed decision by comparing solutions side-by-side. Click the logo to take a deeper dive and learn more about the solution.

Yes, Applies | * Yes, Through Add-on/Third Party | Applies In Part

Features

Platform
Mobile Device Access																		Waiting on vendor	Waiting on vendor	Waiting on vendor
Native Browser Based
Browser Based with local client
Client Server
On Premises
Cloud Hosting
System Features
Custom Activity Tracking
Follow-up Tracking
Task Management
SMS Notifications
Email Notifications
Pop-Up Notifications
Priority Flagging of Notes
Tracking of all User Activity
Activity Reporting
Dashboard Center of Info
Dashboard Alert of Past Due Items
Custom Forms
Fillable ACORD
Import Schedules
Security by Role
Integrations
Location Integration
VoIP Integration										*							*
Texting Integration																	*
Fax Integration																	*
eSignature							*			*		*					*
Open API
Proprietary Document Creation
Microsoft 365 Integration:
Outlook
Calendar
Tasks
Word
Excel
Data Sources Available for Merging:
Contact
Policy
Coverage
Claim
Accounting
Policy Management
Automatic Renewals
Quote Integration
Carrier Submission Management
Policy Processing Workflows
Custom Proposals
Split/Merge Customers
Customize Views by Users
Archive Data and Documents
Purge Data and Documents
Claims
Track Activity
Claim Download
Claim Inquiry
Marketing and Sales
Automated Campaigns						*	*			*		*					*
Newsletters										*		*					*
Sales Pipeline										*		*					*
Surveys										*		*					*
Dashboard										*		*					*
Risk Surveys						*				*		*					*
Social Platforms										*		*					*
Referral Management										*		*					*
Document Management
File Attach to Client
File Attach to Carrier
Drag and Drop Files
Global Doc Search
Accounting
Integrated in System
3rd Party Integration
General Ledger
Account Payables
P&L & Balance Sheet						*
Vendor Payables						*
Company Payables
Customer Billing
Reports
All Data Available
Boolean Search
Commission Payable
Commission Receivable
Export to Excel
Production Level
Marketing Campaign
New Business
Sales by Employee
X-Date Reports
Carrier Interface
Commercial Download
Personal Download
Direct Bill Commission
Employee
License Tracking
Procedures
Time Tracking
Customer Self-Service Tools
Policy Changes						*
Client Issued Certificates
Client Portal						*
eSignature
Fax Integration						*
Support
Email
Live Chat
Phone
Training In-person
Training Videos
Virtual
Active User Group
On Screen Help
Next Steps	Learn more about AMS360	Learn more about Epic	Learn more about EZLynx	Learn more about QQCatalyst	Learn more about Sagitta	Learn more about HawkSoft	Learn more about Xanatec	Learn more about Better Agency	Learn more about Dyad	Learn more about NowCerts Momentum	Learn more about SIS	Learn more about IRYS	Learn more about NASA Eclipse	Learn more about Newton	Learn more about Novidea	Learn more about Trinilogics	Learn more about Veruna	Learn more about AGENCYMATE	Learn more about AgencyPro	Learn more about SiegeAOS

Narrow Down Your Options

AMS TechSelector

Are you looking for an agency management system that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. That’s where the AMS TechSelector™ comes in.

Our easy-to-use tool asks a few questions about your required features and generates a customized report. This report will help you identify the best agency management solution for your agency.

Don’t waste any more time searching. Try the AMS TechSelector™ today to simplify your search and get one step closer to finding the ideal agency management system for your agency.

The Players

Take a closer look at all your available options by visiting their profiles.

AMS360 provides the foundation for independent agencies to grow their book of business and boost their profitability.

With Applied Epic, manage and maintain a clear view of your entire agency spanning roles, locations, and lines of business, including P&C and benefits.

Dyad’s Nexsure platform is a sophisticated and scalable AMS that enables a digital experience for all players in the insurance distribution process.

EZLynx Agency Management System lets you organize all your customer’s quotes, policies, and documents in one place.

HawkSoft’s AMS simplifies personal and commercial workflows while enabling third-party tech integrations that suit the agency’s requirements.

Momentum by NowCerts is a cloud-based AMS for agencies of all sizes that centralizes and connects your entire workflow.

QQCatalyst can help you manage your agency more effectively, allowing you to sleep better at night.

Xanatek’s advanced, cloud-based agency management system helps independent agents better run their businesses.

More Options

2023 State of Tech Report

Catalyit partnered with Big I state associations to survey 465 independent insurance agencies across the US and gather information about their tech stack and satisfaction.

95% Yes

Does your agency use an agency management system?

Most Used	% Use	Avg. Rating
Applied Epic	31%	4.0
Vertafore - AMS360	25%	4.0
EZLynx (Applied)	10%	3.8
Applied TAM	8%	4.6
HawkSoft	8%	3.9
Vertafore - QQCatalyst	4%	3.0
Newton (Agency Systems)	2%	3.4
Partner Platform (Zywave)	2%	4.5
Agency Software Pro	2%	3.3
Nexsure	1%	3.6
Other	8%	3.9

Catalyit Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

HawkSoft Launches New Cloud-Based Platform

April 15, 2024

Catalyit Welcomes Dyad as the Newest Premium Solution Provider

April 1, 2024

NowCerts Joins Catalyit Premium Solution Provider Program

October 30, 2023

Getting the Most Out of Your Agency Management System

August 7, 2023

Hot Topic Recap: Get the Most Out of Your AMS

August 1, 2023

Six Underutilized Features in Agency Management Systems

March 28, 2023

Five Quick Tips for Managing Activities in Applied EPIC Home Base

April 29, 2022

Demos & Webinars

Xanatek Demo

November 28, 2023

EZLynx Demo

November 14, 2023

Vertafore AMS360 & Commercial Submissions Demo

November 2, 2023

HawkSoft Demo

October 17, 2023

Get the Most Out of Your AMS

August 1, 2023

Vertafore Small Agency Solutions Demo

January 24, 2023

Better Agency Demo

July 26, 2022

Partner Platform Demo

April 19, 2022

Maximizing Your Agency Management System

March 1, 2022

Need 1:1 Help?

Your needs are unique, so we’ll work together to identify challenges and create a customized plan.

AMS Selection

Not sure which agency management system is right for you?

AMS Implementation

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