Integration Partners
Connect with your favorite AMS, CRM, email, and phone systems to streamline your insurance workflow
Enterprise AMS
9 providersApplied Epic
Most widely adopted AMS, especially for large agencies
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AMS360
Very common for mid-to-large independent agencies
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Sagitta
Older system still used by some large firms
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TAM (The Agency Manager)
Legacy system, many agencies migrating off
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Partner Platform
All-in-one AMS + CRM for small/mid-market
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HawkSoft
Very popular with independents, especially personal lines
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EZLynx AMS
Started as a rater, now includes AMS functions
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Jenesis
Popular with smaller agencies, especially in Southeast U.S.
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NASA Eclipse
Legacy AMS, some agencies still use
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Modern AMS
7 providersNowCerts
Cloud-native, very API-friendly, popular with smaller agencies
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AgencyZoom
CRM + sales automation with AMS functions
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Veruna
Salesforce-based AMS with open APIs
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Better Agency
CRM + AMS hybrid, newer InsurTech solution
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Indio
Submissions platform often used alongside AMS
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BindHQ
Newer AMS, cloud-native platform
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Nexsure
Mid-market AMS with strong integration capabilities
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CRM Systems
5 providersHubSpot
Many agencies use for marketing automation
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Salesforce
Larger agencies use for comprehensive CRM
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Zoho CRM
Common with small independents for affordable CRM
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RadiusBob
CRM focused on life & health insurance
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Velocify
Used for lead management in life/health insurance
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Email Providers
3 providersMicrosoft Outlook
Most common business email platform
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Gmail
Popular cloud-based email service
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Apple Mail
Native email client for Mac users
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Phone Systems
6 providersRingCentral
Leading cloud phone system with recording capabilities
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8x8
Cloud communications platform with call analytics
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Vonage
Business phone service with API integration
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Nextiva
Business communications with CRM integration
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Dialpad
AI-powered business phone system
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Five9
Cloud contact center with advanced analytics
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Don't see your system?
We're constantly adding new integrations. Request your preferred system and we'll prioritize it.