Agency management and CRM · Agency CRM / sales automation
AgencyZoom
Sales pipeline + automated follow-up CRM built for P&C agencies
Essential $149/mo; Growth $199/mo; Pro $349/mo
View pricing (opens in a new tab)↗P&C
P&C agents spend the day quoting, renewing, and servicing personal and small-commercial accounts. This page lists every directory tool tagged P&C, from comparative raters and agency systems to data intake, voice, and the general assistants used to write and summarize.
Filter the full directory to P&C · Starter stack
Agency management and CRM · Agency CRM / sales automation
Sales pipeline + automated follow-up CRM built for P&C agencies
Essential $149/mo; Growth $199/mo; Pro $349/mo
View pricing (opens in a new tab)↗Document and submission intake · Data intake
Consumers share existing policy data with agents in a click
Scratch $100/mo annual; Elevate $250/mo annual; Peak $500/mo annual
View pricing (opens in a new tab)↗Quoting and rating · Comparative rater / AMS
Personal lines comparative rating and agency management
Contact sales
View pricing (opens in a new tab)↗Voice and receptionists · AI voice receptionist
AI phone agent for insurance agencies
Contact sales
View pricing (opens in a new tab)↗Agency management and CRM · Agency analytics
AI guidance on retention and cross-sell for AAI agency owners
Not listed
View pricing (opens in a new tab)↗Agency management and CRM · Agency management system
Applied Epic AMS and related agency tools
Contact sales
View pricing (opens in a new tab)↗Agency management and CRM · Agency management system
AMS for independent P&C agencies
Contact sales
View pricing (opens in a new tab)↗Agency management and CRM · AMS add-on / AI
Agency analytics and AI automation layer on top of AMS
Essentials $119/mo; Professional $199/mo; Business $419/mo; Enterprise call us
View pricing (opens in a new tab)↗Agency management and CRM · Agency management system
AMS for independent agencies including AMS360 and Velocity AI
Contact sales
View pricing (opens in a new tab)↗Agency management and CRM · Agency technology platform
Insurance technology platform for agency content rating and client workflows
Contact sales
View pricing (opens in a new tab)↗Start with the system you already quote in, then a way to stop retyping dec pages, then a follow-up CRM. In this directory that usually means a rater such as EZLynx, data intake such as Canopy Connect, and a pipeline tool such as AgencyZoom. The starter stack on the stacks page is one editorial combination, not a required bundle.
Agency management systems and some raters do not publish a price. Those entries say Contact sales. Where a vendor lists a number, the tool page repeats that number and links to the pricing page, with the date we checked it.
No. Each score is an editorial opinion about usefulness to an insurance agent, with a one-line reason. The methodology page lists the weights. Nothing on this page is a sponsored ranking.