2026-09.1 record

Insurance agency management systems

Most named checked vendor

127 of 150 valid answers named Applied Systems

127 of 150 valid answers, 84.7% (Wilson 95% interval 78.0% to 89.6%)

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09, version 2026-09.1. Method v1.1. DOI 10.5281/zenodo.22907695

Software that runs the daily book of business of an insurance agency or brokerage: client and policy records, commissions, downloads, workflows, document management, and sales pipeline, for property and casualty or life and health agencies.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Capture date: 2026-09-21. The Index measures observed naming, not service quality or product merit.

Commissioned engagement: no.

Dispute policy · Explore the buyer questions

Discuss this category's evidence

Criteria Maps

Observed buyer requirements before the first vendor in source answers captured on 22 and 23 September 2026. 150 valid source answers from 150 scheduled runs. These observations are separate from the original Index release figures.

Each vendor figure uses the median across the five most named vendors in the frozen category release, including zero counts. Adjacency compares distinct source answers for the same criterion; page coverage compares criteria for the same page state. Medians are descriptive and have no confidence interval.

Prepared by the Broadcastwell team. Team review: in progress. Zero analyst verified criteria.

The AI written RFP; Study DOI 10.5281/zenodo.23271935. Source DOI 10.5281/zenodo.22907695. CC BY 4.0.

Observed source answer frequencies. Wilson intervals describe the calculation, not independent population inference. Repeated runs are not independent performance tests. Page comparisons cover only the dated page and stated scope. An unstated claim is not an absent product feature.

Any named company may request one no-cost re-run at index@broadcastwell.com; both results are published.

Checklist Audit $490. Every figure comes from the published method, v1.1.

Fit with the agency’s stated business needs
36 of 150; 24.0%; Wilson 95% interval 17.9% to 31.4%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs; Claude, q1: 3 of 3 runs; Claude, q2: 3 of 3 runs; Claude, q3: 3 of 3 runs; Claude, q9: 3 of 3 runs; Claude, q10: 2 of 3 runs; Perplexity, q7: 1 of 3 runs; Perplexity, q9: 3 of 3 runs; Perplexity, q10: 2 of 3 runs; Google AI Overviews, q1: 2 of 3 runs; Google AI Overviews, q2: 2 of 3 runs; Google AI Overviews, q9: 2 of 3 runs; Google AI Mode, q1: 2 of 3 runs; Google AI Mode, q2: 2 of 3 runs; Google AI Mode, q3: 1 of 3 runs; Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q10|Claude|2; insurance-agency-management|q10|Claude|3; insurance-agency-management|q10|Perplexity|1; insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3; insurance-agency-management|q1|Google AI Overviews|2; insurance-agency-management|q1|Google AI Overviews|3; insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|2; insurance-agency-management|q2|Claude|3; insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q2|Google AI Mode|3; insurance-agency-management|q2|Google AI Overviews|1; insurance-agency-management|q2|Google AI Overviews|2; insurance-agency-management|q3|Claude|1; insurance-agency-management|q3|Claude|2; insurance-agency-management|q3|Claude|3; insurance-agency-management|q3|Google AI Mode|3; insurance-agency-management|q7|Perplexity|1; insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://agencymate.com/insights/insurance-agency-management-system/: 1 source answers; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 source answers; https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 32 source answers
- AgencyBloc: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q3|Claude|1; insurance-agency-management|q3|Claude|2; insurance-agency-management|q3|Claude|3; insurance-agency-management|q3|Google AI Mode|3
  No source shown: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 8 of 150; 5.3%
- AgencyMate: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q3|Google AI Mode|3
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 8 of 150; 5.3%
- AgencySmart: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q3|Claude|2
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 8 of 150; 5.3%
- Applied Systems: 7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|2; insurance-agency-management|q2|Claude|3; insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q2|Google AI Mode|3; insurance-agency-management|q2|Google AI Overviews|1; insurance-agency-management|q2|Google AI Overviews|2
  No source shown: 7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Category median 8 of 150; 5.3%
- EZLynx: 17 of 150; 11.3%; Wilson 95% interval 7.2% to 17.4%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Claude|2; insurance-agency-management|q10|Claude|3; insurance-agency-management|q10|Perplexity|1; insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3; insurance-agency-management|q1|Google AI Overviews|2; insurance-agency-management|q1|Google AI Overviews|3; insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|2; insurance-agency-management|q2|Claude|3; insurance-agency-management|q2|Google AI Overviews|1; insurance-agency-management|q2|Google AI Overviews|2; insurance-agency-management|q7|Perplexity|1
  https://agencymate.com/insights/insurance-agency-management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://aihelpforinsurance.com/compare-ezlynx-vs-hawksoft.html: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://insurance.aceable.com/resources/pre-license/the-tech-skills-you-need-before-your-first-insurance-job-broker-firms-are-hiring-for-this/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://ustechautomations.com/resources/blog/ezlynx-vs-hawksoft-for-insurance-agencies-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.ezlynx.com/products/management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insuraitools.com/compare/ezlynx-vs-hawksoft: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; No source shown: 14 of 150; 9.3%; Wilson 95% interval 5.6% to 15.1%. Category median 8 of 150; 5.3%
- Ebix (SmartOffice): 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q3|Claude|1; insurance-agency-management|q3|Claude|2; insurance-agency-management|q3|Claude|3
  No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 8 of 150; 5.3%
- EnrollHere: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q3|Claude|1; insurance-agency-management|q3|Claude|2; insurance-agency-management|q3|Claude|3; insurance-agency-management|q3|Google AI Mode|3
  No source shown: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 8 of 150; 5.3%
- HawkSoft: 15 of 150; 10.0%; Wilson 95% interval 6.2% to 15.8%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Claude|3; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3; insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|2; insurance-agency-management|q2|Claude|3; insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q2|Google AI Mode|3; insurance-agency-management|q2|Google AI Overviews|1; insurance-agency-management|q2|Google AI Overviews|2; insurance-agency-management|q3|Claude|1; insurance-agency-management|q7|Perplexity|1
  https://aihelpforinsurance.com/compare-ezlynx-vs-hawksoft.html: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://ustechautomations.com/resources/blog/ezlynx-vs-hawksoft-for-insurance-agencies-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insuraitools.com/compare/ezlynx-vs-hawksoft: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 14 of 150; 9.3%; Wilson 95% interval 5.6% to 15.1%. Category median 8 of 150; 5.3%
- Jenesis: 7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Perplexity|1; insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3
  https://agencymate.com/insights/insurance-agency-management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 8 of 150; 5.3%
- NextAgency: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q3|Claude|1; insurance-agency-management|q3|Claude|2; insurance-agency-management|q3|Claude|3; insurance-agency-management|q3|Google AI Mode|3
  No source shown: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 8 of 150; 5.3%
- NowCerts: 10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Claude|2; insurance-agency-management|q10|Claude|3; insurance-agency-management|q10|Perplexity|1; insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Mode|3; insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q2|Google AI Mode|3
  https://agencymate.com/insights/insurance-agency-management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.nowcerts.com/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Category median 8 of 150; 5.3%
- Vertafore: 11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Overviews|2; insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|2; insurance-agency-management|q2|Claude|3; insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q2|Google AI Mode|3; insurance-agency-management|q2|Google AI Overviews|1; insurance-agency-management|q2|Google AI Overviews|2
  No source shown: 11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Category median 8 of 150; 5.3%
- Zywave: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|2; insurance-agency-management|q2|Claude|3
  No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 8 of 150; 5.3%
- iPipeline: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 10 of 150; 6.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q3|Claude|3
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 8 of 150; 5.3%
Ease of use and manageable learning requirements
15 of 150; 10.0%; Wilson 95% interval 6.2% to 15.8%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs; Claude, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Overviews, q9: 3 of 3 runs; Google AI Mode, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 3 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 2 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 1 source answers; https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; https://www1.appliedsystems.com/en-us/solutions/for-agents/agency-management-system/applied-epic/: 1 source answers; No source shown: 11 source answers
No adjacent vendor passage coded for this criterion.
Connections with existing business systems
14 of 150; 9.3%; Wilson 95% interval 5.6% to 15.1%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs; Claude, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Overviews, q9: 3 of 3 runs; Google AI Mode, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 2 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 3 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 3 source answers; https://www.independentagent.com/data-integration-tools/?utm_source=openai: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 10 source answers
No adjacent vendor passage coded for this criterion.
Cost appropriate to the agency budget
13 of 150; 8.7%; Wilson 95% interval 5.1% to 14.3%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q1: 3 of 3 runs; Claude, q2: 2 of 3 runs; Claude, q3: 3 of 3 runs; Claude, q10: 2 of 3 runs; Google AI Overviews, q1: 1 of 3 runs; Google AI Overviews, q2: 1 of 3 runs; Google AI Overviews, q10: 1 of 3 runs
Deposited source answers insurance-agency-management|q10|Claude|2; insurance-agency-management|q10|Claude|3; insurance-agency-management|q10|Google AI Overviews|1; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Overviews|1; insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|3; insurance-agency-management|q2|Google AI Overviews|2; insurance-agency-management|q3|Claude|1; insurance-agency-management|q3|Claude|2; insurance-agency-management|q3|Claude|3
No source shown: 13 source answers
- EZLynx: 6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Category median 1 of 150; 0.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Claude|2; insurance-agency-management|q10|Claude|3; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q2|Claude|1
  No source shown: 6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Category median 1 of 150; 0.7%
- HawkSoft: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q2|Claude|3
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%
- Jenesis: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q1|Claude|3
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%
- NextAgency: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q3|Claude|2
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%
- NowCerts: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 1 of 150; 0.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Claude|2; insurance-agency-management|q10|Claude|3; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3
  No source shown: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 1 of 150; 0.7%
- Vertafore: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q1|Claude|1
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%
Connected operations without duplicate entry or separate tools
11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs; Claude, q9: 1 of 3 runs; Perplexity, q9: 1 of 3 runs; Google AI Overviews, q9: 3 of 3 runs; Google AI Mode, q1: 1 of 3 runs; Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 1 source answers; https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 9 source answers
- EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q1|Google AI Mode|2
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
Data encryption
11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs; Claude, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://content.govdelivery.com/accounts/USDHSCISA/bulletins/3ad310c?utm_source=openai: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 3 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.cisa.gov/sites/default/files/2024-07/PDM24050%20Software%20Acquisition%20Guide%20for%20Government%20Enterprise%20ConsumersV2_508c.pdf?utm_source=openai: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 3 source answers; https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers; No source shown: 5 source answers
No adjacent vendor passage coded for this criterion.
Automation of repetitive servicing and administrative work
10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Overviews, q9: 2 of 3 runs; Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 3 source answers; https://www.ezlynx.com/blog/posts/what-is-an-agency-management-system/: 3 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 7 source answers
No adjacent vendor passage coded for this criterion.
Protection of client data
10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs; Claude, q9: 3 of 3 runs; Perplexity, q9: 2 of 3 runs; Google AI Mode, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2
https://content.govdelivery.com/accounts/USDHSCISA/bulletins/3ad310c?utm_source=openai: 1 source answers; https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 2 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 7 source answers
No adjacent vendor passage coded for this criterion.
Role based access permissions
10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs; Claude, q9: 2 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Overviews, q9: 2 of 3 runs; Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 3 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.cisa.gov/sites/default/files/2024-07/PDM24050%20Software%20Acquisition%20Guide%20for%20Government%20Enterprise%20ConsumersV2_508c.pdf?utm_source=openai: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 3 source answers; No source shown: 6 source answers
No adjacent vendor passage coded for this criterion.
Business performance analytics
8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 3 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 3 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.hawksoft.com/agency-management-system/: 1 source answers; https://www.psohub.com/blog/agency-management-software: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; No source shown: 5 source answers
No adjacent vendor passage coded for this criterion.
Policy records and information
8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs; Claude, q9: 3 of 3 runs; Google AI Overviews, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3
https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 2 source answers; No source shown: 6 source answers
No adjacent vendor passage coded for this criterion.
Renewal dates and tracking
8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs; Claude, q9: 3 of 3 runs; Google AI Overviews, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3
No source shown: 8 source answers
No adjacent vendor passage coded for this criterion.
Renewal servicing
8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs; Claude, q9: 1 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 3 source answers; https://www.ezlynx.com/blog/posts/what-is-an-agency-management-system/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 5 source answers
No adjacent vendor passage coded for this criterion.
Task assignment
8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs; Perplexity, q9: 2 of 3 runs; Google AI Mode, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 2 source answers; https://www.ezlynx.com/blog/posts/what-is-an-agency-management-system/: 2 source answers; https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 5 source answers
No adjacent vendor passage coded for this criterion.
Agency reporting
7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs; Claude, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 4 source answers
No adjacent vendor passage coded for this criterion.
Commission tracking
7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs; Perplexity, q9: 1 of 3 runs; Google AI Overviews, q9: 1 of 3 runs; Google AI Mode, q2: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q2|Google AI Mode|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Perplexity|2
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.hawksoft.com/agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; No source shown: 6 source answers
- Applied Systems: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q2|Google AI Mode|3
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
- NowCerts: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q2|Google AI Mode|3
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
Document storage and management
7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 3 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Onboarding assistance
7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs; Google AI Overviews, q9: 3 of 3 runs; Google AI Mode, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3
No source shown: 7 source answers
No adjacent vendor passage coded for this criterion.
Centralized client records
6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs; Google AI Overviews, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3
No source shown: 6 source answers
No adjacent vendor passage coded for this criterion.
Configurable agency workflows
6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs; Perplexity, q9: 1 of 3 runs; Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|1
https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 5 source answers
No adjacent vendor passage coded for this criterion.
Data access controls
6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs; Claude, q9: 3 of 3 runs; Perplexity, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Perplexity|1
https://content.govdelivery.com/accounts/USDHSCISA/bulletins/3ad310c?utm_source=openai: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Multifactor authentication
6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs; Google AI Overviews, q9: 1 of 3 runs; Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|2
https://content.govdelivery.com/accounts/USDHSCISA/bulletins/3ad310c?utm_source=openai: 1 source answers; https://www.cisa.gov/sites/default/files/2024-07/PDM24050%20Software%20Acquisition%20Guide%20for%20Government%20Enterprise%20ConsumersV2_508c.pdf?utm_source=openai: 1 source answers; https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers; No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Sales or business forecasting
6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs; Perplexity, q9: 2 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 2 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://www.psohub.com/blog/agency-management-software: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 4 source answers
No adjacent vendor passage coded for this criterion.
Support for agency growth
6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 3 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 3 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; https://www1.appliedsystems.com/en-us/solutions/for-agents/agency-management-system/applied-epic/: 1 source answers; No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Accessible customer support
5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs; Google AI Overviews, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Overviews|3
No source shown: 5 source answers
No adjacent vendor passage coded for this criterion.
Automated client follow ups
5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 3 of 3 runs; Google AI Overviews, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 3 source answers; https://www.ezlynx.com/blog/posts/what-is-an-agency-management-system/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Carrier policy downloads
5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs; Perplexity, q10: 1 of 3 runs; Google AI Mode, q1: 1 of 3 runs
Deposited source answers insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3
https://agencymate.com/insights/insurance-agency-management-system/: 1 source answers; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 source answers; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 source answers; No source shown: 4 source answers
No adjacent vendor passage coded for this criterion.
Client and contact records
5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs; Perplexity, q9: 1 of 3 runs; Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|2
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Connected agency operations in one platform
5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs; Perplexity, q10: 1 of 3 runs; Google AI Overviews, q1: 1 of 3 runs
Deposited source answers insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Google AI Overviews|1; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3
https://agencymate.com/insights/insurance-agency-management-system/: 1 source answers; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 source answers; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 source answers; No source shown: 4 source answers
No adjacent vendor passage coded for this criterion.
Connections with CRM systems
5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs; Google AI Overviews, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2
No source shown: 5 source answers
No adjacent vendor passage coded for this criterion.
Connections with carrier systems
5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs; Google AI Overviews, q9: 3 of 3 runs; Google AI Mode, q2: 1 of 3 runs
Deposited source answers insurance-agency-management|q2|Google AI Mode|3; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3
https://www.independentagent.com/data-integration-tools/?utm_source=openai: 1 source answers; No source shown: 4 source answers
- Vertafore: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q2|Google AI Mode|3
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
Task management
5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Overviews, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.ezlynx.com/blog/posts/what-is-an-agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 2 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Avoiding enterprise heavy systems for a new two producer agency
4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q10: 1 of 3 runs; Google AI Overviews, q10: 3 of 3 runs
Deposited source answers insurance-agency-management|q10|Google AI Overviews|1; insurance-agency-management|q10|Google AI Overviews|2; insurance-agency-management|q10|Google AI Overviews|3; insurance-agency-management|q10|Perplexity|2
https://agencymate.com/insights/insurance-agency-management-system/: 1 source answers; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 source answers; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 source answers; No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Connections with insurance rating tools
4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs; Google AI Overviews, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Overviews|3
No source shown: 4 source answers
No adjacent vendor passage coded for this criterion.
Data migration assistance
4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs; Google AI Overviews, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|3
No source shown: 4 source answers
No adjacent vendor passage coded for this criterion.
Financial accounting functionality
4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs; Google AI Mode, q2: 1 of 3 runs
Deposited source answers insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3
No source shown: 4 source answers
- Applied Systems: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q2|Google AI Mode|2
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
- Vertafore: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q2|Google AI Mode|2
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
Hands on demonstrations of representative workflows
4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs; Perplexity, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Perplexity|1
https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 2 source answers; No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Project profitability and margin visibility
4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 3 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://www.psohub.com/blog/agency-management-software: 3 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Project tracking and delivery management
4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Support for multiple locations or entities
4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs; Google AI Overviews, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Overviews|2
No source shown: 4 source answers
No adjacent vendor passage coded for this criterion.
Time tracking
4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Working carrier, rating and business system connections
4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|1
https://www.iamagazine.com/2024/02/01/data-autonomy-how-independent-agencies-can-achieve-technology-independence/?utm_source=openai: 1 source answers; https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Ability to add users as the agency grows
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Ability to export agency data
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
https://www.iamagazine.com/2024/02/01/data-autonomy-how-independent-agencies-can-achieve-technology-independence/?utm_source=openai: 1 source answers; No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Application status tracking
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Applications and insurance submissions
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Backups and recovery arrangements
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
https://www.cisa.gov/sites/default/files/2024-07/PDM24050%20Software%20Acquisition%20Guide%20for%20Government%20Enterprise%20ConsumersV2_508c.pdf?utm_source=openai: 1 source answers; https://www.cisa.gov/stopransomware/ransomware-guide?utm_source=openai: 1 source answers; https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Benchmarking and comparative performance analytics
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Book of business and operational reporting
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|1
https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Book of business analytics
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs; Claude, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Budget tracking
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 2 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.psohub.com/blog/agency-management-software: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers
No adjacent vendor passage coded for this criterion.
Client collaboration, shared files, feedback and approvals
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 3 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers
No adjacent vendor passage coded for this criterion.
Client communication history
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 2 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Client self service portal
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 3 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers
No adjacent vendor passage coded for this criterion.
Cloud based access
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs; Perplexity, q10: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q10|Perplexity|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|1
https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; No source shown: 2 source answers
- EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Perplexity|1
  https://agencymate.com/insights/insurance-agency-management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
- Jenesis: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Perplexity|1
  https://agencymate.com/insights/insurance-agency-management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
- NowCerts: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Perplexity|1
  https://agencymate.com/insights/insurance-agency-management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
Commission tracking, reconciliation and producer splits
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Complete usable export of records, documents and history
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
https://www.iamagazine.com/2025/11/01/3-questions-to-confirm-who-owns-your-agencys-data/?utm_source=openai: 1 source answers; No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Connections with accounting systems
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs; Google AI Overviews, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Continued vendor support, innovation and product development
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Data backups
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Defined data storage practices
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Defined records and attachments transferred in migration
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Essential functions currently delivered and available
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Evidence and references from comparable agencies
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Full total cost of ownership
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Growth in clients, users, workflows and integrations
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Invoicing and billing
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 2 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 2 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://www.psohub.com/blog/agency-management-software: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 2 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Native or comparative insurance rating
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 2 of 3 runs; Google AI Overviews, q1: 1 of 3 runs
Deposited source answers insurance-agency-management|q1|Google AI Overviews|1; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|3
No source shown: 3 source answers
- EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q1|Google AI Overviews|1
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
Policy records and servicing across the policy lifecycle
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs; Claude, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Claude|2
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Relevant compliance controls or certifications
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 2 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2
https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 2 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Resource allocation and workload planning
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 3 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://www.psohub.com/blog/agency-management-software: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers
No adjacent vendor passage coded for this criterion.
Resource planning
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers
No adjacent vendor passage coded for this criterion.
Specialization for life, health or benefits agencies
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Overviews, q3: 3 of 3 runs
Deposited source answers insurance-agency-management|q3|Google AI Overviews|1; insurance-agency-management|q3|Google AI Overviews|2; insurance-agency-management|q3|Google AI Overviews|3
No source shown: 3 source answers
- AgencyBloc: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q3|Google AI Overviews|1; insurance-agency-management|q3|Google AI Overviews|3
  No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%
- EnrollHere: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q3|Google AI Overviews|1; insurance-agency-management|q3|Google AI Overviews|3
  No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%
- NextAgency: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q3|Google AI Overviews|1; insurance-agency-management|q3|Google AI Overviews|2; insurance-agency-management|q3|Google AI Overviews|3
  No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%
Staff training
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|2
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Task reminders
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 3 source answers; https://www.ezlynx.com/blog/posts/what-is-an-agency-management-system/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers
No adjacent vendor passage coded for this criterion.
Team communication, file sharing and feedback
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
Time tracking linked to projects or billable work
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://www.psohub.com/blog/agency-management-software: 3 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers
No adjacent vendor passage coded for this criterion.
Test conversion and validation of migrated data
3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 3 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
No source shown: 3 source answers
No adjacent vendor passage coded for this criterion.
ACORD form handling
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q2: 2 of 3 runs
Deposited source answers insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q2|Google AI Mode|3
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Agency bill and direct bill insurance workflows
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Audit logs of data and account activity
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
https://content.govdelivery.com/accounts/USDHSCISA/bulletins/3ad310c?utm_source=openai: 1 source answers; https://www.cisa.gov/sites/default/files/2024-07/PDM24050%20Software%20Acquisition%20Guide%20for%20Government%20Enterprise%20ConsumersV2_508c.pdf?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Choice of rating depth, workflow fit or budget simplicity
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q1: 2 of 3 runs
Deposited source answers insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3
No source shown: 2 source answers
- EZLynx: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3
  No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%
- HawkSoft: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3
  No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%
- Jenesis: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3
  No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%
Client collaboration
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|3
https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 2 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers
No adjacent vendor passage coded for this criterion.
Configurable reports
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|2
https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Control over agency data
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2
https://www.iamagazine.com/2024/02/01/data-autonomy-how-independent-agencies-can-achieve-technology-independence/?utm_source=openai: 1 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Costs of integrations
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2
https://www.iamagazine.com/2024/02/01/data-autonomy-how-independent-agencies-can-achieve-technology-independence/?utm_source=openai: 1 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Custom data fields
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Data synchronization between connected systems
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Overviews, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|3
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Defined data directions, frequency and synchronized records
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2
https://www.iamagazine.com/2024/02/01/data-autonomy-how-independent-agencies-can-achieve-technology-independence/?utm_source=openai: 1 source answers; https://www.independentagent.com/data-integration-tools/?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Defined export formats, fees and delivery timeline
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
https://www.iamagazine.com/2025/11/01/3-questions-to-confirm-who-owns-your-agencys-data/?utm_source=openai: 1 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Defined renewal, commitment and cancellation terms
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Ease of onboarding
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q10: 1 of 3 runs; Google AI Overviews, q1: 1 of 3 runs
Deposited source answers insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Google AI Overviews|1
https://agencymate.com/insights/insurance-agency-management-system/: 1 source answers; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 source answers; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 source answers; No source shown: 1 source answers
- EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Perplexity|2
  https://insurance.aceable.com/resources/pre-license/the-tech-skills-you-need-before-your-first-insurance-job-broker-firms-are-hiring-for-this/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.ezlynx.com/products/management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
- Vertafore: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q1|Google AI Overviews|1
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
Evidence of tested backup restoration
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2
https://www.cisa.gov/stopransomware/ransomware-guide?utm_source=openai: 1 source answers; https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Expense tracking
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|2
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://www.psohub.com/blog/agency-management-software: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Financial reporting
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Integrated payment processing
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|3
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Named implementation responsibilities
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Google AI Mode|3
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Native integrations or supported APIs
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Policy management
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Overviews, q1: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q1|Google AI Overviews|1; insurance-agency-management|q9|Google AI Mode|1
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Pricing that scales appropriately with agency growth
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Project budgets, expenses and profitability
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 2 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://www.psohub.com/blog/agency-management-software: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers
No adjacent vendor passage coded for this criterion.
Responsibility for migration errors
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|3
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Responsive customer support
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Sales pipeline tracking
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Perplexity|2
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.hawksoft.com/agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Shared data and access across locations or entities
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Support hours and escalation arrangements
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 2 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3
No source shown: 2 source answers
No adjacent vendor passage coded for this criterion.
Transparent pricing
2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q10: 1 of 3 runs; Google AI Overviews, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q9|Google AI Overviews|2
https://agencymate.com/insights/insurance-agency-management-system/: 1 source answers; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 source answers; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 source answers; No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
A lightweight system suited to a small agency
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q10: 1 of 3 runs
Deposited source answers insurance-agency-management|q10|Perplexity|1
No source shown: 1 source answers
- EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Perplexity|1
  https://agencymate.com/insights/insurance-agency-management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://insurance.aceable.com/resources/pre-license/the-tech-skills-you-need-before-your-first-insurance-job-broker-firms-are-hiring-for-this/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.ezlynx.com/products/management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
- Jenesis: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Perplexity|1
  https://agencymate.com/insights/insurance-agency-management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
- NowCerts: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Perplexity|1
  https://agencymate.com/insights/insurance-agency-management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
Accessible client history
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Overviews, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Overviews|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Agency bill workflows
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3
https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Applicable industry compliance
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Automated document generation
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Centralized searchable client records and history
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3
https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Certificate of insurance handling
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q2: 1 of 3 runs
Deposited source answers insurance-agency-management|q2|Google AI Mode|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Certificate of insurance issuance
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q2: 1 of 3 runs
Deposited source answers insurance-agency-management|q2|Google AI Mode|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Choice between integrated rating and simpler client management
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Overviews, q1: 1 of 3 runs
Deposited source answers insurance-agency-management|q1|Google AI Overviews|2
No source shown: 1 source answers
- EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q1|Google AI Overviews|2
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
Choice of rating, usability or accounting depth
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Overviews, q1: 1 of 3 runs
Deposited source answers insurance-agency-management|q1|Google AI Overviews|3
No source shown: 1 source answers
- EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q1|Google AI Overviews|3
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
Claims tracking
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Client activity tracking
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3
https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Client workflows from prospect through renewal
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Commission processing
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Overviews, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Overviews|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Commission splits
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q2: 1 of 3 runs
Deposited source answers insurance-agency-management|q2|Google AI Mode|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Comprehensive product knowledge resources
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Configurable reports and dashboards
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1
https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers
No adjacent vendor passage coded for this criterion.
Connections without custom development
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|3
https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers
No adjacent vendor passage coded for this criterion.
Data ownership, control and integration rights
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3
https://www.iamagazine.com/2025/11/01/3-questions-to-confirm-who-owns-your-agencys-data/?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Defined data access after termination
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3
https://www.iamagazine.com/2025/11/01/3-questions-to-confirm-who-owns-your-agencys-data/?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Defined data transfer content and direction
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3
https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Defined export formats and costs
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Defined migration error ownership and cutover plan
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Defined renewal and cancellation terms
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Defined responsibility for integration failures
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Detailed commercial risk profiling
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q2: 1 of 3 runs
Deposited source answers insurance-agency-management|q2|Google AI Mode|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Documented safeguards for confidential client data
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1
https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Encryption of connections
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Overviews, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Overviews|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Expected downtime during migration
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Overviews, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Overviews|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Expected internal staff time during implementation
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Growth in clients and data without lag or forced migration
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Handling workflow exceptions
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Implementation costs
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Overviews, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Overviews|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Incident notification procedures
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2
https://content.govdelivery.com/accounts/USDHSCISA/bulletins/3ad310c?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Incident response procedures
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1
https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Independent security assurance or certifications
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3
https://www.cisa.gov/sites/default/files/2024-07/PDM24050%20Software%20Acquisition%20Guide%20for%20Government%20Enterprise%20ConsumersV2_508c.pdf?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Insurance quoting
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Claude, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Claude|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Invoicing, billing and retainers
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1
https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://www.psohub.com/blog/agency-management-software: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers
No adjacent vendor passage coded for this criterion.
Mobile access to agency operations
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Operation without dedicated IT staff
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q1: 1 of 3 runs
Deposited source answers insurance-agency-management|q1|Google AI Mode|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Ownership of agency data
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1
https://www.iamagazine.com/2024/02/01/data-autonomy-how-independent-agencies-can-achieve-technology-independence/?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Personal lines rating or sales pipelines
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Overviews, q10: 1 of 3 runs
Deposited source answers insurance-agency-management|q10|Google AI Overviews|1
No source shown: 1 source answers
- AgencyZoom: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Google AI Overviews|1
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
- EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Google AI Overviews|1
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
- InsuredMine: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
  Vendor source evidence
  Deposited source answers insurance-agency-management|q10|Google AI Overviews|1
  No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%
Policy or project tracking suited to the agency’s industry
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Project delivery, timelines, dependencies and approvals
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1
https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers
No adjacent vendor passage coded for this criterion.
Project timelines, handoffs and approvals
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|3
https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers
No adjacent vendor passage coded for this criterion.
Real time operational dashboards
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Receivables tracking
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Regular software updates
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Relevant compliance certifications or data residency needs
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|3
https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 1 source answers
No adjacent vendor passage coded for this criterion.
Reliable cloud infrastructure
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Renewal tracking and reminders
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Reports generated without vendor assistance
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|3
https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers
No adjacent vendor passage coded for this criterion.
Reports traceable to underlying records
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Responsive support with defined hours and escalation
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Role specific staff training
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Security and compliance certifications
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Mode, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Google AI Mode|3
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Short implementation time
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Google AI Overviews, q10: 1 of 3 runs
Deposited source answers insurance-agency-management|q10|Google AI Overviews|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Support for the agency’s hourly, retainer or commission billing model
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|3
https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 1 source answers; https://www.psohub.com/blog/agency-management-software: 1 source answers
No adjacent vendor passage coded for this criterion.
Task assignment, reminders and escalation
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Usable report exports and metric definitions
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
ChatGPT, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|ChatGPT|2
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Whether integrations are native or custom
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.
Whether required functions are included or require add ons
1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.
Runs, sources and adjacent vendors
Perplexity, q9: 1 of 3 runs
Deposited source answers insurance-agency-management|q9|Perplexity|1
No source shown: 1 source answers
No adjacent vendor passage coded for this criterion.

Download complete category evidence · Download manifest and source hashes

Full checked set, sorted by observed counts, not a ranking.
Vendor	Named	Vendor domain cited
Applied Systems	127 of 150 valid answers, 84.7% (Wilson 95% interval 78.0% to 89.6%)	54 of 150 valid answers, 36.0% (Wilson 95% interval 28.8% to 43.9%)
EZLynx	111 of 150 valid answers, 74.0% (Wilson 95% interval 66.4% to 80.4%)	35 of 150 valid answers, 23.3% (Wilson 95% interval 17.3% to 30.7%)
HawkSoft	97 of 150 valid answers, 64.7% (Wilson 95% interval 56.7% to 71.9%)	34 of 150 valid answers, 22.7% (Wilson 95% interval 16.7% to 30.0%)
Vertafore	92 of 150 valid answers, 61.3% (Wilson 95% interval 53.3% to 68.8%)	20 of 150 valid answers, 13.3% (Wilson 95% interval 8.8% to 19.7%)
NowCerts	48 of 150 valid answers, 32.0% (Wilson 95% interval 25.1% to 39.8%)	7 of 150 valid answers, 4.7% (Wilson 95% interval 2.3% to 9.3%)
AgencyBloc	35 of 150 valid answers, 23.3% (Wilson 95% interval 17.3% to 30.7%)	15 of 150 valid answers, 10.0% (Wilson 95% interval 6.2% to 15.8%)
AgencyZoom	31 of 150 valid answers, 20.7% (Wilson 95% interval 15.0% to 27.8%)	3 of 150 valid answers, 2.0% (Wilson 95% interval 0.7% to 5.7%)
NextAgency	22 of 150 valid answers, 14.7% (Wilson 95% interval 9.9% to 21.2%)	14 of 150 valid answers, 9.3% (Wilson 95% interval 5.6% to 15.1%)
InsuredMine	13 of 150 valid answers, 8.7% (Wilson 95% interval 5.1% to 14.3%)	8 of 150 valid answers, 5.3% (Wilson 95% interval 2.7% to 10.2%)
GloveBox	10 of 150 valid answers, 6.7% (Wilson 95% interval 3.7% to 11.8%)	1 of 150 valid answers, 0.7% (Wilson 95% interval 0.1% to 3.7%)
Zywave	10 of 150 valid answers, 6.7% (Wilson 95% interval 3.7% to 11.8%)	3 of 150 valid answers, 2.0% (Wilson 95% interval 0.7% to 5.7%)
Partner XE (SIS)	6 of 150 valid answers, 4.0% (Wilson 95% interval 1.8% to 8.5%)	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
Ebix (SmartOffice)	3 of 150 valid answers, 2.0% (Wilson 95% interval 0.7% to 5.7%)	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
BindHQ	1 of 150 valid answers, 0.7% (Wilson 95% interval 0.1% to 3.7%)	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
Agency Systems (Newton)	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
Dyad	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
NASA (Eclipse)	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
Quikfuzion	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
SIBRO	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)	0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)

The ten buyer questions

Each question was put to every engine 3 times on the stated dates. Counts are over valid answers to the exact question.

What is the best agency management system for a small independent P&C agency?

Question q1. 15 valid answers. Excluded answers: 0. Type: best option.

Ask the engine yourself; answers vary by run.ChatGPT Perplexity Claude

What is the best agency management system for a growing commercial lines brokerage?

Question q2. 15 valid answers. Excluded answers: 0. Type: best option.

Ask the engine yourself; answers vary by run.ChatGPT Perplexity Claude

What is the best agency management system for a life and health benefits agency?

Question q3. 15 valid answers. Excluded answers: 0. Type: best option.

Ask the engine yourself; answers vary by run.ChatGPT Perplexity Claude

What are the best alternatives to EZLynx?

Question q4. 15 valid answers. Excluded answers: 0. Type: alternative.

Ask the engine yourself; answers vary by run.ChatGPT Perplexity Claude

What are the best alternatives to Applied Epic?

Question q5. 15 valid answers. Excluded answers: 0. Type: alternative.

Ask the engine yourself; answers vary by run.ChatGPT Perplexity Claude

What are the best alternatives to AgencyZoom?

Question q6. 15 valid answers. Excluded answers: 0. Type: alternative.

Ask the engine yourself; answers vary by run.ChatGPT Perplexity Claude

HawkSoft vs EZLynx: which agency management system is better?

Question q7. 15 valid answers. Excluded answers: 0. Type: buyer evaluation.

Ask the engine yourself; answers vary by run.ChatGPT Perplexity Claude

Applied Epic vs EZLynx: which one is worth the price?

Question q8. 15 valid answers. Excluded answers: 0. Type: buyer evaluation.

Ask the engine yourself; answers vary by run.ChatGPT Perplexity Claude

What should I look for when choosing an agency management system?

Question q9. 15 valid answers. Excluded answers: 0. Type: buyer evaluation.

Ask the engine yourself; answers vary by run.ChatGPT Perplexity Claude

Which AMS should a new scratch agency with two producers start with?

Question q10. 15 valid answers. Excluded answers: 0. Type: specific workflow.

Ask the engine yourself; answers vary by run.ChatGPT Perplexity Claude

Release and method

Release: 2026-09, version 2026-09.1
Published: 2026-09-23
Answer capture date: 2026-09-22
Source capture dates: 2026-09-21
Engines: ChatGPT, Claude, Perplexity, Google AI Overviews, Google AI Mode
Configuration: 10 fixed target questions, 5 engines, 3 repeats. No controls were run for this category.
Method version: v1.1
Excluded answers: 0 target answers excluded; exact reasons are listed. No controls were run for this category.
Commissioned engagement: No commissioned engagement is declared for this category.

Exact names and listed aliases are matched without case sensitivity at word boundaries. Plain word names require a listed qualifier nearby in the same sentence or the canonical domain among cited URLs. A vendor citation counts only when that answer also names the vendor under this rule.

Verbatim answer text is retained privately with the measurement input and import audit. No answer quotations are published here.

Download and cite

Release JSON · Category CSV · DOI 10.5281/zenodo.22907695

How to cite: Broadcastwell. The Absence Index, Insurance agency management systems, version 2026-09.1. Permanent record. CC BY 4.0 with attribution to Broadcastwell.

About this page

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

This public record reports the checked set, fixed questions and stated dates. Claim a vendor page, file a dispute or ask for a re-run, or read the dispute policy and log.

Read this page as JSON · Dataset and page metadata

Insurance agency management systems

Criteria Maps

Fit with the agency’s stated business needs

Ease of use and manageable learning requirements

Connections with existing business systems

Cost appropriate to the agency budget

Connected operations without duplicate entry or separate tools

Data encryption

Automation of repetitive servicing and administrative work

Protection of client data

Role based access permissions

Business performance analytics

Policy records and information

Renewal dates and tracking

Renewal servicing

Task assignment

Agency reporting

Commission tracking

Document storage and management

Onboarding assistance

Centralized client records

Configurable agency workflows

Data access controls

Multifactor authentication

Sales or business forecasting

Support for agency growth

Accessible customer support

Automated client follow ups

Carrier policy downloads

Client and contact records

Connected agency operations in one platform

Connections with CRM systems

Connections with carrier systems

Task management

Avoiding enterprise heavy systems for a new two producer agency

Connections with insurance rating tools

Data migration assistance

Financial accounting functionality

Hands on demonstrations of representative workflows

Project profitability and margin visibility

Project tracking and delivery management

Support for multiple locations or entities

Time tracking

Working carrier, rating and business system connections

Ability to add users as the agency grows

Ability to export agency data

Application status tracking

Applications and insurance submissions

Backups and recovery arrangements

Benchmarking and comparative performance analytics

Book of business and operational reporting

Book of business analytics

Budget tracking

Client collaboration, shared files, feedback and approvals

Client communication history

Client self service portal

Cloud based access

Commission tracking, reconciliation and producer splits

Complete usable export of records, documents and history

Connections with accounting systems

Continued vendor support, innovation and product development

Data backups

Defined data storage practices

Defined records and attachments transferred in migration

Essential functions currently delivered and available

Evidence and references from comparable agencies

Full total cost of ownership

Growth in clients, users, workflows and integrations

Invoicing and billing

Native or comparative insurance rating

Policy records and servicing across the policy lifecycle

Relevant compliance controls or certifications

Resource allocation and workload planning

Resource planning

Specialization for life, health or benefits agencies

Staff training

Task reminders

Team communication, file sharing and feedback

Time tracking linked to projects or billable work

Test conversion and validation of migrated data