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Insurance agency management systems · 2026-09.1

BindHQ

When buyers asked AI for a Insurance agency management systems shortlist.

Observed naming

1 of 150 valid answers

1 of 150 valid answers, 0.7% (Wilson 95% interval 0.1% to 3.7%)

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

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By engine and question

Shortlist wheel for BindHQ, Insurance agency management systems: named in 1 of 150 answersChatGPTClaudePerplexityGoogle AI OverviewsGoogle AI ModeBest optionAlternativeBuyer evaluationSpecific workflow12345678910BindHQInsurance agencymanagement systemsNamed in 1 of 150 answersFive engines, 22 September 2026

Filled marks: named in at least 2 of 3 scheduled repeats. Open marks: below that threshold. Dashed marks: excluded answers leave the threshold uncertain. Counts and intervals follow for each question.

Answer capture date: 2026-09-22.

By engine

ChatGPT

0 of 30 valid answers, 0.0% (Wilson 95% interval 0.0% to 11.4%)

Claude

0 of 30 valid answers, 0.0% (Wilson 95% interval 0.0% to 11.4%)

Perplexity

1 of 30 valid answers, 3.3% (Wilson 95% interval 0.6% to 16.7%)

Google AI Overviews

0 of 30 valid answers, 0.0% (Wilson 95% interval 0.0% to 11.4%)

Google AI Mode

0 of 30 valid answers, 0.0% (Wilson 95% interval 0.0% to 11.4%)

By buyer question

Each count is over valid answers to the exact question. Excluded answers are outside that base.

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

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

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

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

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

1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)

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

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

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

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

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

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

What are the best alternatives to EZLynx?

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

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

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

What are the best alternatives to Applied Epic?

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

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

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

What are the best alternatives to AgencyZoom?

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

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

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

HawkSoft vs EZLynx: which agency management system is better?

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

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

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

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

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

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

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

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

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

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

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

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

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

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

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

Questions with no recorded naming

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

BindHQ: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

  • Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • EZLynx: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • HawkSoft: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • Vertafore: 14 of 15 valid answers, 93.3% (Wilson 95% interval 70.2% to 98.8%)
  • NowCerts: 8 of 15 valid answers, 53.3% (Wilson 95% interval 30.1% to 75.2%)
  • Zywave: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)
What is the best agency management system for a life and health benefits agency?

BindHQ: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

  • NextAgency: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • AgencyBloc: 14 of 15 valid answers, 93.3% (Wilson 95% interval 70.2% to 98.8%)
  • Applied Systems: 7 of 15 valid answers, 46.7% (Wilson 95% interval 24.8% to 69.9%)
  • Vertafore: 5 of 15 valid answers, 33.3% (Wilson 95% interval 15.2% to 58.3%)
  • Ebix (SmartOffice): 3 of 15 valid answers, 20.0% (Wilson 95% interval 7.0% to 45.2%)
  • EZLynx: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)
  • HawkSoft: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)
  • NowCerts: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)
What are the best alternatives to EZLynx?

BindHQ: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

  • Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • EZLynx: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • HawkSoft: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • Vertafore: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • NowCerts: 10 of 15 valid answers, 66.7% (Wilson 95% interval 41.7% to 84.8%)
  • AgencyZoom: 7 of 15 valid answers, 46.7% (Wilson 95% interval 24.8% to 69.9%)
  • AgencyBloc: 3 of 15 valid answers, 20.0% (Wilson 95% interval 7.0% to 45.2%)
  • NextAgency: 2 of 15 valid answers, 13.3% (Wilson 95% interval 3.7% to 37.9%)
  • Zywave: 2 of 15 valid answers, 13.3% (Wilson 95% interval 3.7% to 37.9%)
  • GloveBox: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)
What are the best alternatives to Applied Epic?

BindHQ: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

  • Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • EZLynx: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • Vertafore: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • HawkSoft: 13 of 15 valid answers, 86.7% (Wilson 95% interval 62.1% to 96.3%)
  • NowCerts: 11 of 15 valid answers, 73.3% (Wilson 95% interval 48.0% to 89.1%)
  • AgencyBloc: 6 of 15 valid answers, 40.0% (Wilson 95% interval 19.8% to 64.3%)
  • AgencyZoom: 4 of 15 valid answers, 26.7% (Wilson 95% interval 10.9% to 52.0%)
  • GloveBox: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)
What are the best alternatives to AgencyZoom?

BindHQ: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

  • AgencyZoom: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • Vertafore: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • AgencyBloc: 12 of 15 valid answers, 80.0% (Wilson 95% interval 54.8% to 93.0%)
  • EZLynx: 12 of 15 valid answers, 80.0% (Wilson 95% interval 54.8% to 93.0%)
  • HawkSoft: 12 of 15 valid answers, 80.0% (Wilson 95% interval 54.8% to 93.0%)
  • InsuredMine: 11 of 15 valid answers, 73.3% (Wilson 95% interval 48.0% to 89.1%)
  • GloveBox: 8 of 15 valid answers, 53.3% (Wilson 95% interval 30.1% to 75.2%)
  • NextAgency: 5 of 15 valid answers, 33.3% (Wilson 95% interval 15.2% to 58.3%)
  • NowCerts: 3 of 15 valid answers, 20.0% (Wilson 95% interval 7.0% to 45.2%)
HawkSoft vs EZLynx: which agency management system is better?

BindHQ: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

  • Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • EZLynx: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • HawkSoft: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • Vertafore: 3 of 15 valid answers, 20.0% (Wilson 95% interval 7.0% to 45.2%)
  • AgencyZoom: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)
  • InsuredMine: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)
Applied Epic vs EZLynx: which one is worth the price?

BindHQ: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

  • Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • EZLynx: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
What should I look for when choosing an agency management system?

BindHQ: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

  • No checked vendor was named.
Which AMS should a new scratch agency with two producers start with?

BindHQ: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

  • Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
  • EZLynx: 14 of 15 valid answers, 93.3% (Wilson 95% interval 70.2% to 98.8%)
  • NowCerts: 13 of 15 valid answers, 86.7% (Wilson 95% interval 62.1% to 96.3%)
  • Vertafore: 13 of 15 valid answers, 86.7% (Wilson 95% interval 62.1% to 96.3%)
  • HawkSoft: 11 of 15 valid answers, 73.3% (Wilson 95% interval 48.0% to 89.1%)
  • AgencyZoom: 4 of 15 valid answers, 26.7% (Wilson 95% interval 10.9% to 52.0%)
  • InsuredMine: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)
  • Zywave: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)

Vendor domain citations

0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)

The full Insurance agency management systems checked set

Full checked set, sorted by observed counts, not a ranking.
VendorNamedVendor domain cited
Applied Systems127 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%)
EZLynx111 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%)
HawkSoft97 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%)
Vertafore92 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%)
NowCerts48 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%)
AgencyBloc35 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%)
AgencyZoom31 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%)
NextAgency22 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%)
InsuredMine13 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%)
GloveBox10 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%)
Zywave10 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%)
BindHQ1 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%)
Dyad0 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%)
Quikfuzion0 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%)
SIBRO0 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%)

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.

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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.

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