Applied EpicApplied Systems
Management platform for insurance agencies covering policies, clients, and accounting.
Agency Management Systems (Insurance)
Ranking methodology
In development — no version effective yet.
Decision archetype: technical · Scores are category-relative (P-01) and commercial relationships never affect rank (P-04).
Tools (3)
HawkSoftHawkSoft
Agency management software for independent insurance agencies.
Vertafore AMS360Vertafore
Agency management system for independent property and casualty insurance agencies.