Digital Agency Management Software

This guide takes a look at the top software for small agencies and how to choose a good agency management system. We cover all the factors you should consider when choosing the best solution for your agency or business, including how to reduce the time spent on administrative tasks.

In this guide, we review the aspects of Digital Agency Management Software, best agency management system for small agencies, insurance agency management software, and best agency management software.

Digital Agency Management Software

Most digital agencies have been through the same experience: you spend a lot of time in your agency’s systems – whether they’re project management, client relationship management (CRM), or CMS tools – and yet you still have to rely on email and spreadsheets to get your work done. It doesn’t have to be this way. Agencies need software that integrates all their internal and external tools into one centralized system. This way they can focus on what matters most: delivering great results for clients and helping employees grow professionally.

Project collaboration and management

Collaborate with your team

You can use the project collaboration and management features of the software to create workflows and manage assets, track time spent on projects and tasks, raise issues when something goes wrong and assign tasks to team members.

Proposals, contracts, invoices, and payments

Proposals, contracts, invoices and payments are integral parts of the digital agency management software. A proposal is a document which outlines the services you will provide and how much you will charge for them. A contract is a legally binding agreement between you and your client that specifies the terms under which you will work with them on their project. An invoice is an itemized list of charges for services rendered by your company that must be paid before any additional work can commence. Finally, accepting payments from clients means receiving money from them through online transfers or checks in order to recoup costs associated with your business operations (e.g., rent, utilities).

Secure cloud storage for assets and documents

Cloud storage is a type of internet-based data storage that stores your files remotely, on servers hosted in large buildings. The cloud generally refers to the network of servers, but it can also refer to the software used to access your files.

When you store information in the cloud, it’s accessible from any computer or device with an internet connection—so long as you have an account and log in properly. This makes it ideal for working remotely and sharing data between individuals who don’t share physical proximity (i.e., co-workers).

By storing assets and documents in the cloud, you can avoid having to pay for expensive hard drives and file cabinets where they could get damaged by water or other hazards common inside office spaces (like rats!). If one piece of hardware fails out at work or at home, everything remains intact! Just make sure that every person with access has their own username/password so no one else can see what’s inside without permission from everyone involved first.”

Team communication and client correspondence

Have you ever wondered how your agency’s clients feel about their experiences with you? What do they think of the service provided and how quickly it was delivered? Did they find the website easy to navigate and did they have any problems using it?

These are just some of the questions that can be answered by implementing team communication software. The platform allows you to communicate in real-time with your clients, helping them feel valued throughout the entire process.

It also gives you a better understanding of what’s happening internally within your agency. You’ll know how many tasks are being completed each day, who is completing them and whether or not there are any bottlenecks in certain areas. You’ll also be able to see where each employee spends their time so that if someone isn’t working out as expected then changes can be made immediately without affecting other employees’ workflows too much (such as when hiring new people).

Internal team task management

Internal team task management

  • Task management software
  • Time tracking
  • Calendar and scheduling
  • Workflows and processes (for example, approvals)
  • Reporting and analytics

best agency management system for small agencies

If you’re trying to hold all the moving parts of a growing marketing agency together with various tools and in-house processes, it’s only a matter of time before it all comes crashing down. Here is the agency management software reviews, a great set of advertising agency tools.

What is Agency Management Software?

Agency management system software is your missing link. This software gathers all of your workflows and streamlines them using one interface. It just plain works. Digital marketing software brought in approximately $65.9 billion through mobile ads.

In this article, I’m going to introduce you to some of the best agency management software (for marketing agencies and remote agencies) to help you seamlessly scale and take your marketing agency to the next level—and identify where you can save costs.

What is agency management software? What is the best marketing project management software?

Agency management software is an all-in-one workflow management solution for agencies. It makes every aspect of running and managing an agency business easy, streamlined, and scalable.

Good software helps teams of any size work together to achieve their goals while managing their costs and time spent.

On the front end, reports should be easy to pull and interpret. Allowing management to analyze performance and find areas to save time and money going forward.

Great for: Automating client reports & dashboards

Improvado is a tool that helps agencies get all their data into one place with automated client dashboards and reports.

Who should use Improvado?

Great for marketing agencies, check out their Agency Commend Center for effortless agency reporting.

Since the platform is specifically focused on the marketing dilemma, it will connect to absolutely any marketing platform you need. Plus, the integrations run deep, pulling in granular data from the keyword and ad level, so that you can see the complete picture.

The platform is extremely simple and intuitive, so you won’t need any developers to help you implement it or make changes.

The biggest benefit I see for is that their customer service reps are included in every package and are highly attentive. They’ll help you build out custom dashboards and integrations to ensure that you’re visualizing your data in exactly the way you need it.

You can choose to view your data inside the dashboard or you have the freedom to extract your data and download it, send it to a data warehouse, or visualize it in the BI tool of your choice, like Tableau or Looker.

Improvado Pricing:

Improvado does custom pricing for its platform. If you set up a call with them, they will assess your needs and share pricing details.

Improvado Integrations

300+ Integrations, plus, they will build out custom integrations for any data source you need.

Great for: SEO, Keyword Research, Market research / Spying on competitors

GrowthBar is the #1 SEO tool for growth marketers and agencies. GrowthBar is a simple chrome extension that gives you instant access to critical data points about any website and unlocks the growth channels and keywords that are working for them.

Millions of keyword suggestions, backlinks, Google Ads and your competitor’s Facebook ads — all at your fingertips.

GrowthBar is a Google Chrome plugin that lives in the search engine results page (SERP), so you can get SEO insights for every website and keyword, all while you Google search.

Key Features

For the complete list of GrowthBar features, refer to this page. GrowthBar allows you to unlock this data for any website:


Great for: project management & team collaboration

Mavenlink provides a powerful suite of tools that’ll help an agency of any size streamline their processes. Great agency project management software example.

One of the first things you notice when using Mavenlink is how well they use visuals and colors, such as charts, graphs, and large icons.

This makes it easy to navigate the software and interpret reports at a glance. Every aspect of their interface is easy to use.

Plans start at $39 per month per user for their Professional Plan and $19 per month for 5 users on their Teams Plan. It’s not the least expensive tool on the market. But they do offer a free trial, so I recommend testing Mavenlink before committing to a plan.

Great for: project management & team collaboration

Monday is one of the most popular management tools utilized by agencies of all types and sizes. It doesn’t go as deep as some of the other management tools, but for what it lacks in advanced features, it makes up for by being incredibly easy to use and affordable. Good choice if you’re looking for the best digital marketing software.

If you have a small to medium-sized agency looking for a solution to bring your entire team and workflow processes together where you can track time, progress, dependencies, set notifications, and more – you should take a trial on Monday.

Their Basic Plan is just $25 per month for 5 users with plans going all the way up to $188 per month to unlock all their features for unlimited users.

Great for: project management & team collaboration

Scoro is a cloud-based management software that’s targeted at small to medium-sized businesses in marketing, advertising, and consulting sectors.

Everything is driven by the main control hub. From here, you can schedule and track workflows with your team, carry out customer relations, quote and bill for work, run reports, track KPIs, and loads more.

They have a mobile app for iOS and Android too, so you can have all this data at your fingertips in real time. A nice feature that not every software can boast.

After a free trial period, plans start at $26 per month, per user, with an onboarding fee of $899. Their highest plan is $61 per month, per user.

Great for: project management & team collaboration

ProofHub is essentially a step up from Monday. It comes in at a slightly higher price point and has some extra features to boot.

It feels more robust than Monday, and there are more tools to help integrate your clients into the workflow. You have complete control over who can see what data, all the way down to restricting IP addresses.

It’s perfect for marketing agencies. There’s everything you’d possibly need to manage all your workflows while keeping internal and external people in the loop with real-time updates and clear communication.

ProofHub has two different pricing plans; Essential, which is $50 per month for 40 projects, and Ultimate Control which is $99 per month for unlimited projects and their complete suite of features.

insurance agency management software

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Bringing new clients and growing your insurance agency is your top priority as an insurance agent. But, this can be challenging when a zillion other tasks take up your time. To ensure your agency runs smoothly and efficiently, it’s critical to use the best insurance agency management system to digitize and streamline agency tasks.

An insurance agency management system helps simplify internal communication, increases employee productivity, eliminates loss of essential paperwork and information, and saves you tons of money and time so you can focus on generating leads and growing sales.

This guide has covered the top insurance agency management systems you can use to streamline your insurance agency’s daily processes and operations.

1. HawkSoft

HawkSoft is a complete agency management system for independent insurance agencies and is the only system with a 97% recommendation rate. It allows insurance agencies to improve their operations by providing data-driven insights. This makes decision-making processes more straightforward and accurate.

This agency management system is packed with powerful features like integration of accounting tools, agency intelligence, document management, personal and commercial workflows, carrier website integration, actional sales pipeline reports, and email marketing.

Its Agency Intelligence feature helps agencies monitor trends surrounding them, complete agency due diligence, recognize agency performance levels, and set agency goals. Additionally, HawkSoft’s Book of Business tool makes reporting and accounting easy and efficient through real-time agency data monitoring, agency performance capabilities, and agency growth insights.

Like any other business, communication within an insurance agency is key to success. HawkSoft users are connected to carrier websites in real-time, making communication between you and the policyholders easy.

Transmitting data and files is also streamlined, and updates will be received without any hitch. All these features help streamline your workflows, save time, increase productivity and improve your agency’s bottom line.

Things to consider before purchasing HawkSoft

2. EZLynx

If you are an independent agency seeking to streamline workflows and expand your workflows, then EZLynx is the agency management system for you. It’s suitable for all agency sizes and helps them build and maintain healthy business relationships.

EZLynx offers a wide range of features like CRM, back-office management tools, automatic marketing that helps insurance agents strengthen their relations with customers and potential clients. This cloud-based management system stores policy documents, notes, and statements to simplify agency documentation and eliminate the need for filing cabinets.

This agency management system is straightforward to use and will help you organize agency tasks, improve agency workflow and increase agent productivity. EZLynx’s reporting tools allow you to analyze the status of your client’s accounts while the client center provides your customers access to print policy documents at any time.

Clients can request policy modifications and share confidential information safely online. EZLynx’s automatic marketing feature sends personalized messages to clients, which helps keep your agency top of mind.

Things to consider before purchasing EZLynx

3. Equisoft

Equisoft agency management system builds agency business by providing agency teams one place to manage their agency and support their customers. Equisoft is a web-based agency management system designed explicitly for advisors seeking to improve agency processes, speed up agency workflow, save time and drive real growth.

Equisoft is packed with CRM, accounting tools integration, agency website integration, document management, email marketing, and carrier website integration features, making decision-making processes easier for insurance agents. Its CRM feature provides agency teams with real-time agency data monitoring capabilities to better understand their customer base.

The dashboard feature provides agencies with fast access to critical agency information so managers can make informed decisions in real-time. It connects all stakeholders for a streamlined customer experience by providing agency staff with the tools they need to serve their customers while interfacing with carrier systems.

Equisoft’s workflow management capabilities automate and monitor processes to ensure that your agency runs efficiently. Its built-in CRM helps you build and manage customer relationships, while its mandatory documentation of every activity ensures accuracy and compliance.

Things to consider before purchasing Equisoft

4. NextAgency

NextAgency is an enterprise-class solution for agency management that helps health, senior, and life agencies run their business. It delivers an agency-wide system for automating workflow, managing customer interactions, and tracking critical performance data.

Since NextAgency is a cloud-based application you can access it from any device with an internet connection, making it easy to keep your agency running no matter where you are. With NextAgency, you get a complete agency management system that includes agency workflow automation, customer relationship management, and performance tracking.

You also get a built-in CRM that helps you build and manage customer relationships, as well as a document management system that keeps all your agency information organized and easy to find. NextAgency’s performance tracking system gives you critical insights into your agency’s performance so you can make informed decisions about where to focus your efforts.

Things to consider before purchasing NextAgency

5. ZyWave

ZyWave is a next-generation, cloud-based agency management system that helps insurance agencies drive growth by streamlining and automating agency processes. It offers an agency management system with a configurable workflow engine that allows you to automate your agency’s business processes to improve efficiency and customer service.

You can also use it to manage your agency’s interactions with customers, prospects, and partners. It offers a wide range of features such as policy and billing management, producer management, agency financials, agency marketing, and more.

With its real-time analytics, you can measure agency performance against your agency targets and improve agency profitability. ZyWave is a configurable and scalable agency management system that can be adapted to the needs of any size agency.

Things to consider before purchasing ZyWave

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6. AgencyBloc

AgencyBloc is a cloud-based agency management system designed to help life and health insurance agencies grow their business. It delivers an agency-wide system for automating workflow, managing customer interactions, and tracking critical performance data.

It uses a combination of industry-specific CRM, sales management, commissions processing, and agency marketing tools to help you manage your agency more effectively. You also get a built-in CRM that allows you to build and manage customer relationships, as well as a document management system that keeps all your agency information organized and easy to find.

With AgencyBloc’s back-office automation tools, you can streamline agency processes and reduce agency management workload. This complete agency management system makes it easy for you to keep your agency running smoothly and helps you grow your business.

Things to consider before purchasing AgencyBloc

7. Tigerlab

Designed with cutting-edge technology, the Tigerlab agency management system offers a robust, modular, and unique agency management solution. It helps agency professionals manage agency operations more effectively, allowing them to spend more time serving customers.

Tigerlab is mobile-ready, cloud-based agency software that performs seamlessly on all digital platforms. It is fully customizable, so agency managers can configure modules to meet agency-specific business processes. Tigerlab offers real-time visibility in agency data and reporting capabilities to accelerate decision-making.

With full business process automation capabilities, you can reduce agency management workload and increase agency efficiency. Tigerlab enables complete workflow management for agents and staff. Its superb agency reporting and analytics capabilities allow you to measure agency performance and make better business decisions.

Tigerlab agency management system is an end-to-end agency software package that does all the back-office work for you, allowing you to focus more time on customer service.

Things to consider before purchasing Tigerlab

8. Applied Epic

If you are after a technologically advanced, flexible, and comprehensive agency management system Applied Epic is your best bet. It offers an intuitive, easy-to-use agency management system with agency-specific agency management software modules that can be configured to meet agency-specific business processes.

Applied Epic is a single platform, secure, and cloud-based agency management system with integrated CRM capabilities. It helps insurance agency managers more effectively manage customer interactions, automate agency processes and sales and financial accounting.

You can easily customize views and columns to match your agency’s needs. With its agency management system tools, you can deploy agency resources more effectively, manage agency operations better and grow agency profitability. It offers an embedded business intelligence tool with robust analytics to help you monitor your agency’s performance and improve customer relationships.

best agency management software

TLTR: This article explores agency management systems and their benefits, and explains which ones would work best for your insurance agency.

What Is an Agency Management System?

An agency management system (AMS for short) is a computer program used by insurance agencies to manage the agency’s financials, contacts, and daily tasks. They can be customized with specific agency needs in mind. This allows the agency owner or manager to track leads and any related follow-ups.

Furthermore, there are agency management systems that help agencies with managing their clients. Moreover, they also provide tools for payroll and billing.

Many of these systems will also track client financial information, such as policy amounts and payment schedules. This data helps agency owners better understand how much work needs to be done for each client while at the same time making sure the agency is getting paid.

There’s a wide range of agency management systems available on the market today. The features you choose will depend on your specific needs as an agency owner or manager. Therefore, finding an agency management system that will suit your agency’s needs shouldn’t be a problem.

Note: AMS is also known as SaaS (software as a service) technology.

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In this blog

Agency Management Systems vs. Customer Relationship Management Software

By definition, an agency management system is a tool that assists insurance agencies in automating their daily tasks according to the line of insurance, while CRM means “customer relationship management,” which helps cultivate greater customer interaction.

AMSs and CRMs can both keep track of agency data, but agency management systems are designed for agency owners, while sales representatives use CRMs.

Some agency management systems can sync with a CRM so that you can shift information from your agency management system into your CRM. But not vice versa. CRM has many functions outside of an agency management system, such as social media, email marketing, lead generation, and more.

AMS is great if you want to improve your agency overall and manage information relevant to carriers and general agencies. A CRM is more focused on nurturing your relationship with your existing and potential customers.

How Helpful Are Agency Management Systems?

As an agency owner, you’ll have a suite of features at your fingertips, including billing and accounting reports, custom marketing efforts, and any other tools or functions you choose to add via customization. This is how one–way agency management systems help increase productivity within insurance agencies.

With an AMS, agency owners can quickly see how much work they need to do for each client. For agency managers, an AMS helps them increase their productivity by enabling them to track leads and follow-ups with ease. Ina ddition to that, managers can also monitor which types of marketing efforts are working best, helping round out their agency’s overall strategy.

In many cases, agency management systems may not require a specific collaborative effort from employees to be effective. Above all, agency managers can benefit from the multitude of tools provided by agency management systems while working independently, with little disruption of day-to-day agency activities.

A Closer Look at the Benefits of Agency Management Systems

When you’re running an agency, there are many aspects you need to look over, especially concerning client policies and commissions. A CRM could be useful in handling this information. On the other hand, an AMS will have the exact features you need. Let’s take a more detailed look at the benefits you get from an AMS as an agency owner:

Track Policies

As an agency, keeping track of your policies is crucial. Agency management systems can track both individual and group policies. As a result, the information in these policies ends up being extremely useful for the success of your business. An AMS will be able to track your policies and also be able to integrate them from various platforms or types of software.

This feature makes things easier for agents. Besides that, an AMS can easily provide you with details such as the application status, renewal dates, and client information mentioned in a policy.

Process Commissions Faster

Commissions are the bread and butter of an agency. Keeping track of all sources of commissions can be a challenging task. You might think of utilizing a CRM, but it isn’t the best option. With an AMS, your agency will be able to keep track of your commissions and help your business grow.

You can get detailed records of various policies and are able to track commissions effortlessly. AMS software will provide you with information such as commissions from carriers, how much the agency gets, and how it splits fees with agents. In other words, with such records you will see where your agency stands financially and what you can do to enhance your future.

Serve Clients Better

Good customer service is what the insurance industry is all about. It’s in the best interest of an agency that wants to be successful to cater to their customers’ needs. When you serve them well and provide the services they require, you make them happy, and they are likely to remain loyal. Best case scenario: They might even refer you to their friends and family.

So how can an agency management system help keep customers satisfied? For one thing, it’s very client-centric in terms of the information it manages. Initially, you need to get your clients’ relevant details, such as birthdays, anniversaries, policy renewal notifications, and any applicable alerts. The AMS can give you periodic reminders to create a good communication channel with your customers.

Such reminders are helpful because your interaction with the client will make them feel special and involved. They will appreciate the effort you put in by reaching out to them and giving them a greeting or a policy notification.

Reporting for Leads

Leads are vital for any agency and an important source of income. But collecting the information related to leads and managing it can be quite a repetitive and time-consuming task.

Taking these data into account and generating real-time reports to understand how the business is doing is a big plus for any agency. It’s not entirely feasible to create a real-time report through human effort alone. An AMS can assist in creating a reporting structure that can help dictate potential future income generation steams and boost sales efforts.

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