Agency Tech Guide
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7 tools · Updated Oct 2026

Agency management systems

The system of record for the agency: clients, policies, accounting and documents. Everything else plugs into it.

Our picksOct 2026
1Applied EpicThe standard for larger agencies; long learning curve.2HawkSoftWell reviewed for small and mid agencies; Windows desktop app.3AMS360Strongest inside the Vertafore stack; reviewers flag cost.How we pick

Every tool

Filter by what you write and the AMS you run. Listings are free and nobody pays for placement.

7 tools
AMS360VertaforeFits Independent agencies in the Vertafore ecosystemStrongest inside the Vertafore stack; reviewers flag cost.Personal · Commercial—Not publishedApplied EpicApplied SystemsFits Multi-line agencies with 10 to 500+ staffThe standard for larger agencies; long learning curve.Personal · Commercial · Benefits—Not publishedEZLynx Management SystemEZLynx (Applied Systems)Fits Personal lines-heavy agencies wanting AMS plus raterAMS plus a 330+ carrier rater; lighter on commercial.Personal · CommercialAPINot publishedHawkSoftHawkSoft, Inc.Fits Small to mid-size independent P&C agenciesWell reviewed for small and mid agencies; Windows desktop app.Personal · Commercial—Flat base fee plus $94/user/month (vendor-supplied on G2, Oct 2026)JenesisNowJenesis SoftwareFits Small personal lines agencies, especially in NCSmall-agency AMS with marketing bundled; thin public detail.Personal · Commercial—Not publishedMomentum AMS (formerly NowCerts)Momentum (NowCerts, Inc.)Fits Small and growing agencies wanting a cloud AMSLow cost, no contract; many features on higher tiers.Personal · Commercial—Essentials $119/mo (1 user), Professional $199/mo (2 users), Business $419/mo (5 users), plus $54 per extra seat; Enterprise by quote (Oct 2026)QQCatalystVertaforeFits Small personal lines agencies in the Vertafore worldSimple cloud AMS for small personal lines shops.Personal—Not published

How to choose

What matters most, in order

Your size and lines

Systems built for 3-person personal lines shops rarely fit a 50-person commercial agency, and the reverse.

Integrations

Raters, quoting platforms, carrier downloads and AI tools all depend on your AMS.

Downloads and what they miss

Ask which of your carriers download, and how you'll keep broker-placed and commercial policies that don't download up to date.

Reports you'll actually run

Most small agencies use a fraction of their AMS. Check that everyday reports, such as new business written last month, take one step.

Migration

Ask what data comes over, how long conversion takes and who does it.

Our full ranking7 ranked · How we rank
RankToolBest forOur take
1Applied EpicPersonal · Commercial · BenefitsMulti-line agencies with 10 to 500+ staffThe standard for larger agencies; long learning curve.Review →2HawkSoftPersonal · CommercialSmall to mid-size independent P&C agenciesWell reviewed for small and mid agencies; Windows desktop app.Review →3AMS360Personal · CommercialIndependent agencies in the Vertafore ecosystemStrongest inside the Vertafore stack; reviewers flag cost.Review →4EZLynx Management SystemPersonal · CommercialPersonal lines-heavy agencies wanting AMS plus raterAMS plus a 330+ carrier rater; lighter on commercial.Review →5Momentum AMS (formerly NowCerts)Personal · CommercialSmall and growing agencies wanting a cloud AMSLow cost, no contract; many features on higher tiers.Review →6QQCatalystPersonalSmall personal lines agencies in the Vertafore worldSimple cloud AMS for small personal lines shops.Review →7JenesisNowPersonal · CommercialSmall personal lines agencies, especially in NCSmall-agency AMS with marketing bundled; thin public detail.Review →

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