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Top 80 Insurance Agency Management Systems SaaS Companies in May 2026

As of May 2026, there are 80 SaaS companies in Insurance Agency Management Systems. They have combined revenues of $3.3B and employ 8K people. They have raised $286.6M and serve 19.2M customers combined.

Insurance Agency Management Systems (AMS) are comprehensive software solutions designed to aid insurance agencies in managing their operations effectively. These systems centralize key functions such as client management, policy tracking, claims processing, and reporting, providing agencies with essential tools to streamline workflows and enhance productivity. Common use cases for AMS include managing customer relationships, automating marketing efforts, and maintaining detailed records of insurance policies and client interactions. Typically, these systems offer features like lead management, commission tracking, and integration with other platforms. Users of AMS generally include agency owners, sales agents, and administrative staff who require efficient tools for managing their day-to-day tasks.

Companies
80
Revenue
$3.3B
Funding
$286.6M
Employees
8K

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Top Insurance Agency Management Systems Companies

Showing 10 of 80 companies ranked by annual revenue.

1
ePayPolicy

Austin, Texas, United States

Insurance payment platform that is the fastest, easiest and most secure way to move money for insurance agencies and carriers

Revenue
$2B
Customers
-
Year founded
2015
Funding
-
Team size
116
Growth
-
2
Acturis

London, England, United Kingdom

Acturis is accelerating digital transformation in insurance with the latest cloud-based software solutions for insurance brokers, insurers and MGAs.

Revenue
$300.8M
Customers
80K
Year founded
2000
Funding
-
Team size
579
Growth
35.77%
3
ReSource Pro

New York, New York, United States

Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking growth and optimization. With more than 9,800 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,200 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, workforce solutions, business process management optimization and transformative data and technology solutions. It was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US and has earned this honor 15 times since 2009.

Revenue
$243.1M
Customers
-
Year founded
2004
Funding
-
Team size
2.2K
Growth
-
4
FINEOS

Dublin, County Dublin, Ireland

FINEOS is a leading provider of core systems for life, accident and health insurers globally with 7 of the 10 largest group life and health carriers in the US as well as 6 of the largest life insurers in Australia. With employees and offices throughout the world, FINEOS continues to scale rapidly, working with innovative progressive insurers in North America, Europe, and Asia Pacific. The FINEOS Platform provides clients the only complete end-to-end SaaS core product suite that includes FINEOS AdminSuite enabling quote to claim administration as well as add-on products, FINEOS Engage to support digital engagement and FINEOS Insight for analytics and reporting. For more information, visit www.FINEOS.com.

Revenue
$204.3M
Customers
80K
Year founded
1993
Funding
-
Team size
815
Growth
54.08%
5
Insurity

Hartford, Connecticut, United States

Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs. Insurity is trusted by 22 of the top 25 P&C carriers and 7 of the top 10 MGAs in the US and has over 400 cloud-based deployments. Through its best-in-class digital platform and with unrivaled industry experience and the industry’s most robust analytics offerings, Insurity is uniquely positioned to deliver exceptional value, empowering customers to focus on their core businesses, optimize their operations, and provide superior policyholder experiences. Insurity is a portfolio company of GI Partners and TA Associates. For more information about Insurity, call 860-616-7721 or visit www.insurity.com.

Revenue
$113M
Customers
-
Year founded
-
Funding
-
Team size
1K
Growth
-
6
AgentSync

Denver, Colorado, United States

AgentSync is a software company that provides a cloud-based, compliance platform for insurance agencies and carriers. The company was founded in 2018 and is headquartered in Denver, Colorado. AgentSync's platform helps insurance agencies and carriers manage and automate the licensing and compliance process for insurance agents, reducing the risk of non-compliance and increasing operational efficiency. The platform integrates with leading data sources to provide real-time verification of agent and agency information, helping to streamline workflows and improve regulatory compliance. The company's mission is to transform the insurance industry with innovative technology solutions that enable businesses to focus on what matters most: their customers.

Revenue
$47.6M
Customers
-
Year founded
2018
Funding
$111.1M
Team size
196
Growth
84.31%
7
Konsileo

London, England, United Kingdom

Konsileo is a chartered commercial insurance broker using technology to empower individuals and replace hierarchical management with professional collaboration. Their technology disrupts the traditional broking model by giving brokers back more time to spend winning and retaining clients.

Revenue
$39.9M
Customers
-
Year founded
2016
Funding
-
Team size
181
Growth
-
8
LULA

Miami, Florida, United States

Companies of all sizes - from startups to multinational corporations - use LULA’s software and APIs to handle all of their insurance needs, from industry standard coverage and policy management, to claims handling and more.

Revenue
$36.2M
Customers
-
Year founded
2020
Funding
-
Team size
63
Growth
13.23%
9
Novidea

United States

Novidea is the leading Insurtech provider of a cloud-native, data-driven insurance management system. With its open API architecture, Novidea enables brokers, agents, MGAs, and carriers to modernize and manage the customer journey end-to-end and drive growth across the entire insurance distribution lifecycle. Novidea's streamlined and automated platform fully integrates front, middle, and back offices. The Novidea platform boosts operational efficiency while providing a seamless digital experience for team members and customers alike. Insurance businesses benefit from a 360-degree view of customers and policies and can access data and actionable insights anytime, anywhere, and on any device. Novidea supports more than 100 customers across 22 countries. Novidea has been awarded for its outstanding contribution to technology and innovation from the London Market Forum, the Insurtech100 list of the world’s most innovative Insurtechs, and AIFintech 100.

Revenue
$28.1M
Customers
-
Year founded
2009
Funding
-
Team size
255
Growth
-
10
Socotra

San Francisco, California, United States

insurance policy and claims management platform

Revenue
$25.6M
Customers
-
Year founded
2014
Funding
$93.9M
Team size
164
Growth
27.35%

Inclusion Criteria

- Must provide features for client and policy management - Should offer automated workflows for lead tracking and follow-up - Must include reporting and analytics capabilities for performance insights - Should support integration with other software tools commonly used in insurance operations - Not limited to basic CRM functionalities; must also include comprehensive policy management and claims processing features