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
Agency Mgmt Systems & CRM
AdvizorPro is the leading intelligence platform for the insurance and wealth industry, helping IMOs, FMOs, BGAs, and distribution teams find, understand, and recruit producers. We map producers across both the insurance and wealth channels and connect the two, so you see the whole producer instead of half. On the wealth side that includes more than 700,000 verified RIA and family office profiles, and we also serve the asset managers, ETF issuers, and wealthtech firms prospecting across the same market.
The platform runs on verified data that is continuously updated by our AI engine and the teams using it, so you work from what’s true now, not a stale file. Search and filter by license, carrier appointments, and lines of authority to surface best-fit producers, then get the context that wins meetings: team structure, recent moves, and intent signals. Native CRM integrations with Salesforce, HubSpot, and Dynamics auto-enrich contacts and power real-time workflows, while TrafficIQ identifies anonymous producers and firms visiting your site. AdvizorPro also connects directly to AI tools like Claude and ChatGPT, bringing live producer data into your workflows in plain English.
Soss Strategy Group helps insurance and insurtech companies get more out of their agency management and CRM investments. We audit how these systems are being used today — identifying gaps in adoption, data quality issues, and manual workarounds that signal deeper workflow problems. From there, we develop a clear roadmap for optimization, integration, and scalable process design. The goal is a system that works the way your business actually operates, not one your team works around. This allows leaders to align their teams, and make decisions without second-guessing what the system is telling them.Â
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.
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.
IPIPELINE AGENCY INTEGRATOR STREAMLINED WORKFLOWS FOR CASE MANAGEMENT
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.
Leopard is the AI-powered system built to modernize in‑force life and annuity management. Forget portal hopping, manual policy reviews, or clunky legacy systems.
Leopard gathers messy policy data from across carriers, uses proprietary AI to surface conversion, replacement, and up‑sell opportunities, and outfits agencies, financial institutions, advisors, and carriers with instant quotes and polished sales materials. It’s the hidden layer that connects the dots and turns overlooked books of business into consistent growth engines—all while freeing your team to focus on sales.