“A One Stop Life, Health, and Annuity Resource.”

Agency Mgmt Systems & CRM

Agency Mgmt Systems & CRM

Customer Relationship Management (CRM) is a technology for managing all your relationships and interactions with customers and potential customers. The goal is simple: to improve business relationships. A CRM Agency leverages a system that helps companies stay connected to customers, streamline processes, and improve profitability. An Agent uses a CRM for prospecting potential customers and track communication for sales with existing customers. It is also used for marketing purposes. A wholesaler of Life Insurance like a BGA will use a CRM for agent recruitment and sales contact management with agents. A BGA becomes the back office for Agents for new business processing, licensing & contracting, and commission accounting. Over the years many Insurance Agency Management Systems have been built on top of CRMs. As a result, the BGA may integrate a CRM for their sales teams as well as offer CRM to their agents with the ability to integrate the information with the BGAs AMS. This is why InsurTech Express offers the solution of combining information for CRMs and Insurance Agency Management Systems on the same solution page. Ken Leibow


Phonexa is a marketing automation solution which powers Carriers, Agents, and lead generators by optimizing inbound web and call campaigns, and outbound call, email, and SMS campaigns while increasing compliance and enhancing the consumer journey.

Complete with a suite of turnkey marketing products and solutions, Phonexa’s customizable tools are uniquely designed to maximize workflow efficiency and revenue. Phonexa has the scalability, tools, and partnerships to serve clients with high consumer demand products and services.

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Trusty Select Pro: Give more clients ‍better service in less time

Trusty Select Pro is a complete, cloud-based health insurance quoting and enrollment platform that compares and evaluates all health Insurance plans nationally for thousands of beneficiaries at a time, creating greater, faster access for your clients’ healthcare choices and costs.

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Equisoft / centralize


Connect Your Operations to Automation & Data

The most powerful way to connect carriers’ feeds, paramedics, clients, policies, and other contracting and compliance systems to a single platform is by working with a reliable CRM Agency.

Equisoft/Centralize is an agency management system connecting all stakeholders seamlessly, for streamlined insurance distribution and commission management.

Equisoft / connect


Manage Meaningful Client Relationships, Not Data

Powerful CRM software designed to help advisors and enterprises spend less time maintaining data, and more time engaging customers.

Equisoft/Connect is a web-based CRM solution designed specifically for advisors seeking to optimize their business practices.

EP helps your team to do more with less. Not every hire needs to be internal, and not every addition to the team means subtracting from the team.

EP’s core value is about unlocking deeper capabilities. EP unlocks capabilities you couldn’t afford to hire and train for internally. EP subsumes the cost and time to onboard reliable support staff. Each EP line of service presents a compelling reason that EP’s team can add to your current capabilities faster and more affordably.

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Agency Integrator gives BGAs, marketing organizations, financial institutions, and banks a centralized database to manage their day-to-day insurance operations. Agency Integrator users can track insurance transactions from pre-sale to commissions, as well as communicate with agent customers on case status, and generate comprehensive reports throughout the process.

1Ebix SmartOffice

Ebix SmartOffice CRM & AMS Solution

SmartOffice is a CRM and an Insurance Agency Management System (AMS). Easy-to-use, it is a web-based, industry-specific CRM and AMS solution, SmartOffice ties together the diverse pieces of your business — people, processes, and systems. As a result, your entire office can do business faster, and build and maintain strong client relationships that drive more business. Ebix has many videos explaining all the functions provided by the built-in software at the CRM agency and AMS modules on the YouTube Smart Office Channel.

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Salesforce is a cloud-based Customer Relationship Management (CRM) platform for supercharging every part of your company that interacts with customers — including marketing, sales, commerce, service, and more.

HQ for Operations, Sales, and Management. HQ is a CRM agency and an AMS solution. It offers Case Management, Commissions, Licensing & Contracting, Marketing, and Imaging all in one system.

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HQ for Operations, Sales and Management. HQ is a CRM and an AMS. Case Management, Commissions, Licensing & Contracting, Marketing and Imaging all in one system.

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