Apps tagged with 'agency-management'

All apps in Apps tagged with 'agency-management' category. Use the filters below to narrow down your search. 
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  1. InsurAMS icon

    InsurAMS

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    Web-based insurance agency management system for independent agents. Client and policy management, Certificate of Insurance generation, renewal tracking with email alerts, CSV import from spreadsheets, document storage, multi-user team tools, and REST API. 30-day free trial, $99/mo.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    Agency overview with key stats, upcoming renewals, open tasks, and recent activity
    Full client profile with policies, documents, and activity history
    Generate professional Certificates of Liability Insurance with coverage details
    +3
    Color-coded renewal tracking so no policy lapses
  2. Quickfire icon

    Quickfire

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    Quickfire is a speed-first, open-source-core tool designed for commercial P&C brokers who live inside renewals, submissions, documents, and client data. It combines client management, renewals, documents, 3rd party API integrations and AI-assisted workflows into one fast...

    Cost / License

    • Freemium
    • Open Source

    Platforms

    • Online
    • Self-Hosted
    • Software as a Service (SaaS)
    Various parts of the interface
    The homepage
    The renewal list