Catalyit Guide

Agency Management System

Management systems centralize data, policies, renewals, and claims, boosting efficiency, compliance, and business growth.
Section I: Management Systems in 2025
  
Section I

Management Systems in 2025

What is a Management System?

Management systems for independent insurance agents streamline operations by centralizing client data, policy management, renewals, and claims. They enhance efficiency, ensure compliance, and free up time for business growth.

This guide can help...

  • Starting an Agency
  • Workflows, Processes & Automations
  • Cross-Selling & Upselling
  • Client Communication
“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_circle
Steve Anderson

Catalyit Co-founder

      
Section II

How do I get started?

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. Here's what we think you should consider.

Look At Many

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

Consider What 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.

     
Section III

What solutions are available?

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

AMS360
AMS360

AMS360
by Vertafore

Your agency management system should help your team focus on what matters m...

AMS

Applied Epic
Applied Epic

Applied Epic
by Applied Systems

Applied Epic® is the world’s most widely used management platform. It al...

AMS

Eclipse
Eclipse

Eclipse
by North American Software Associates, Inc

NASA’s Eclipse software offers an easy, intuitive program for independent a...

AMS

Encore Agency Management
Encore Agency Management

Encore Agency Management
by Encore Agency Management

Encore is redefining insurance agency management tech for all sized agencie...

AMS

EZLynx
EZLynx

EZLynx
by Applied Systems

EZLynx AMS allows you to maximize your agency’s potential by increasing ...

AMS

HawkSoft
HawkSoft

HawkSoft
by HawkSoft

HawkSoft delivers a leading insurance technology platform to thousands o...

AMS

Momentum AMS
Momentum AMS

Momentum AMS
by Momentum by NowCerts

Momentum AMP (previously NowCerts) has crafted the most intelligent, sec...

AMS

Nexsure
Nexsure

Nexsure
by Dyad

In 2023, XDimensional Technologies acquired I-Engineering, sparking the cre...

AMS

QQCatalyst
QQCatalyst

QQCatalyst
by Vertafore

As an agency owner, you have a lot to keep you up at night. QQCatalyst can ...

AMS

Sagitta
Sagitta

Sagitta
by Vertafore

Large agencies have different challenges and goals. Sagitta focuses on solv...

AMS

Xanatek Connect
Xanatek Connect

Xanatek Connect
by Xanatek, Inc.

At Xanatek, we know that your system is the foundation for your agency, ...

AMS

Agency2Go
Agency2Go

Agency2Go
by Agency Software, Inc.

It’s time to break free of that expensive, clunky management system and see...

AMS

AGENCYMATE
AGENCYMATE

AGENCYMATE
by AGENCYMATE

Insurance agencies no longer need a separate CRM, AMS, Email Marketing and ...

AMS

Better Agency
Better Agency

Better Agency
by Better Agency

Better Agency is an all-in-one platform that gives insurance agents a high-...

AMS CRM Marketing Automation & Email Sales Management Reputation Management

Irys
Irys

Irys
by Irys

Whether its connecting to your clients or collaborating with your team, Iry...

AMS

JAMS
JAMS

JAMS
by Trinilogics, LLC

Trinilogics is committed to providing software solutions that exceed our cl...

AMS

JenesisNow
JenesisNow

JenesisNow
by Jenesis Software

JenesisNow is our web-based software that’s designed to help you manage exi...

AMS

Newton
Newton

Newton
by Agency Systems

Agency Systems provides insurance agencies of all sizes with reliable, full...

AMS

Novidea
Novidea

Novidea
by Novidea

Novidea provides custom AMS solutions with comprehensive front & back-o...

AMS

Partner Platform
Partner Platform

Partner Platform
by Zywave

Partner Platform is focused on improving the lives and operations of ind...

AMS Mobile Apps

Veruna
Veruna

Veruna
by Veruna

Built on Salesforce, Veruna lets you harness the full power of the world’s ...

AMS

    
Section IV

How does each solution compare against one another?

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

Brand/Product name
Platform Access
Mobile Device Access
Suspense/Follow-up Tracking
Task Management
Reminder Alerts
Microsoft 365 Integration
Document Creation
Purge Customer Data & Documents
Real-time Claim Inquiries
Marketing & Sales Capabilities
Carrier File Attachment
Document Management Capabilities
Accounting Integrated
Accounting Capabilities
Reporting Capabilities
Support Access
     
Section V

What are independent insurance agents using, and how do they rate?

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

93%

Agencies using an AMS

Catalyit Goes Deeper

An AMS is vital for managing daily operations, tracking client interactions, policy administration, and tracking marketing and sales activity. Every agency has an AMS option. The key decision is which AMS platform best fits the agency's needs. By a slight margin, Applied Epic is the most popular system. Applied, Vertafore, and HawkSoft products dominate the market.

Most Used
% Use
Avg. Rating
Applied Epic
27%
3.9
AMS360 (Vertafore)
21%
3.9
HawkSoft
11%
4.4
EZLynx (Applied)
10%
3.9
Applied TAM
9%
4.0
QQCatalyst (Vertafore)
4%
4.2
Partner Platform (Zywave)
3%
3.4
Sagitta (Vertafore)
2%
-
Newton (Agency Systems)
2%
3.3
Nexsure (Dyad)
1%
4.4
Other
10%
4.2
     
Section VI

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

Annual Tech-Up: 20 Areas Insurance Agencies Need to Check ASAP
AMS

Annual Tech-Up: 20 Areas Insurance Agencies Need to Check ASAP

February 12, 2025 2 min read
Unlocking the Full Potential of Your AMS for Maximum ROI
Automation

Unlocking the Full Potential of Your AMS for Maximum ROI

November 11, 2024 2 min read
Catalyit Welcomes Encore Agency Management as Its Newest Premium Solution Provider
Encore

Catalyit Welcomes Encore Agency Management as Its Newest Premium Solution Provider

July 11, 2024 1 min read

Webinars & Demos

Reimagining Agency Success: The Evolution from AMS to AMP
Momentum by NowCerts
AMS

Reimagining Agency Success: The Evolution from AMS to AMP

December 12, 2024
Cybersecurity Month: Protecting Your Management System
Cybersecurity data protection graphic
AMS

Cybersecurity Month: Protecting Your Management System

October 3, 2024
Vertafore AgencyOne Demo
Vertafore AgencyOne
AMS

Vertafore AgencyOne Demo

August 22, 2024
    
Section VII

Have questions?

The Catalyit Team is here to help! Get in touch with us.

  • Ask the Catalyit Chatbot
  • Submit a Support Ticket
  • Call us
Contact Us
Laptop and phone on desk

Contributors:

Steve Anderson

Steve Anderson

Casey Nelson

Casey Nelson

Guide Last Updated: January 2025

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