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2026-09.1 record

Which agency systems did AI tools name? 22 Sep 2026 record

Most named checked vendor

127 of 150 valid answers named Applied Systems

127 of 150 valid answers, 84.7% (Wilson 95% interval 78.0% to 89.6%)

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09, version 2026-09.1. Method v1.1. DOI 10.5281/zenodo.22907695

Software that runs the daily book of business of an insurance agency or brokerage: client and policy records, commissions, downloads, workflows, document management, and sales pipeline, for property and casualty or life and health agencies.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Vendor-selection source dates: 2026-09-21. The Index measures observed naming, not service quality or product merit.

Commissioned engagement: no.

Source Map · Dispute policy · Explore the buyer questions

Discuss this category's evidence

Criteria Maps

Observed buyer requirements before the first vendor in source answers captured on 22 and 23 September 2026. 150 valid source answers from 150 scheduled runs. These observations are separate from the original Index release figures.

Each vendor figure uses the median across the five most named vendors in the frozen category release, including zero counts. Adjacency compares distinct source answers for the same criterion; page coverage compares criteria for the same page state. Medians are descriptive and have no confidence interval.

Prepared by the Broadcastwell team. Team review: in progress. Zero analyst verified criteria.

The AI written RFP; Study DOI 10.5281/zenodo.23271935. Source DOI 10.5281/zenodo.22907695. CC BY 4.0.

Observed source answer frequencies. Wilson intervals describe the calculation, not independent population inference. Repeated runs are not independent performance tests. Page comparisons cover only the dated page and stated scope. An unstated claim is not an absent product feature.

Any named company may request one no-cost re-run at index@broadcastwell.com; both results are published.

Fix one answer, $490. Every figure comes from the published method, v1.1.

Read the full list of observed buyer requirements.

  1. Fit with the agency’s stated business needs

    36 of 150; 24.0%; Wilson 95% interval 17.9% to 31.4%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs; Claude, q1: 3 of 3 runs; Claude, q2: 3 of 3 runs; Claude, q3: 3 of 3 runs; Claude, q9: 3 of 3 runs; Claude, q10: 2 of 3 runs; Perplexity, q7: 1 of 3 runs; Perplexity, q9: 3 of 3 runs; Perplexity, q10: 2 of 3 runs; Google AI Overviews, q1: 2 of 3 runs; Google AI Overviews, q2: 2 of 3 runs; Google AI Overviews, q9: 2 of 3 runs; Google AI Mode, q1: 2 of 3 runs; Google AI Mode, q2: 2 of 3 runs; Google AI Mode, q3: 1 of 3 runs; Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q10|Claude|2; insurance-agency-management|q10|Claude|3; insurance-agency-management|q10|Perplexity|1; insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3; insurance-agency-management|q1|Google AI Overviews|2; insurance-agency-management|q1|Google AI Overviews|3; insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|2; insurance-agency-management|q2|Claude|3; insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q2|Google AI Mode|3; insurance-agency-management|q2|Google AI Overviews|1; insurance-agency-management|q2|Google AI Overviews|2; insurance-agency-management|q3|Claude|1; insurance-agency-management|q3|Claude|2; insurance-agency-management|q3|Claude|3; insurance-agency-management|q3|Google AI Mode|3; insurance-agency-management|q7|Perplexity|1; insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://agencymate.com/insights/insurance-agency-management-system/: 1 source answers; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 source answers; https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 32 source answers

    • AgencyBloc: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q3|Claude|1; insurance-agency-management|q3|Claude|2; insurance-agency-management|q3|Claude|3; insurance-agency-management|q3|Google AI Mode|3

      No source shown: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 8 of 150; 5.3%

    • AgencyMate: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q3|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 8 of 150; 5.3%

    • AgencySmart: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q3|Claude|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 8 of 150; 5.3%

    • Applied Systems: 7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|2; insurance-agency-management|q2|Claude|3; insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q2|Google AI Mode|3; insurance-agency-management|q2|Google AI Overviews|1; insurance-agency-management|q2|Google AI Overviews|2

      No source shown: 7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Category median 8 of 150; 5.3%

    • EZLynx: 17 of 150; 11.3%; Wilson 95% interval 7.2% to 17.4%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q10|Claude|2; insurance-agency-management|q10|Claude|3; insurance-agency-management|q10|Perplexity|1; insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3; insurance-agency-management|q1|Google AI Overviews|2; insurance-agency-management|q1|Google AI Overviews|3; insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|2; insurance-agency-management|q2|Claude|3; insurance-agency-management|q2|Google AI Overviews|1; insurance-agency-management|q2|Google AI Overviews|2; insurance-agency-management|q7|Perplexity|1

      https://agencymate.com/insights/insurance-agency-management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://aihelpforinsurance.com/compare-ezlynx-vs-hawksoft.html: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://insurance.aceable.com/resources/pre-license/the-tech-skills-you-need-before-your-first-insurance-job-broker-firms-are-hiring-for-this/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://ustechautomations.com/resources/blog/ezlynx-vs-hawksoft-for-insurance-agencies-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.ezlynx.com/products/management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insuraitools.com/compare/ezlynx-vs-hawksoft: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; No source shown: 14 of 150; 9.3%; Wilson 95% interval 5.6% to 15.1%. Category median 8 of 150; 5.3%

    • Ebix (SmartOffice): 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q3|Claude|1; insurance-agency-management|q3|Claude|2; insurance-agency-management|q3|Claude|3

      No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 8 of 150; 5.3%

    • EnrollHere: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q3|Claude|1; insurance-agency-management|q3|Claude|2; insurance-agency-management|q3|Claude|3; insurance-agency-management|q3|Google AI Mode|3

      No source shown: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 8 of 150; 5.3%

    • HawkSoft: 15 of 150; 10.0%; Wilson 95% interval 6.2% to 15.8%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q10|Claude|3; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3; insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|2; insurance-agency-management|q2|Claude|3; insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q2|Google AI Mode|3; insurance-agency-management|q2|Google AI Overviews|1; insurance-agency-management|q2|Google AI Overviews|2; insurance-agency-management|q3|Claude|1; insurance-agency-management|q7|Perplexity|1

      https://aihelpforinsurance.com/compare-ezlynx-vs-hawksoft.html: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://ustechautomations.com/resources/blog/ezlynx-vs-hawksoft-for-insurance-agencies-2026: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insuraitools.com/compare/ezlynx-vs-hawksoft: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 14 of 150; 9.3%; Wilson 95% interval 5.6% to 15.1%. Category median 8 of 150; 5.3%

    • Jenesis: 7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q10|Perplexity|1; insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3

      https://agencymate.com/insights/insurance-agency-management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 8 of 150; 5.3%

    • NextAgency: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q3|Claude|1; insurance-agency-management|q3|Claude|2; insurance-agency-management|q3|Claude|3; insurance-agency-management|q3|Google AI Mode|3

      No source shown: 4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Category median 8 of 150; 5.3%

    • NowCerts: 10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q10|Claude|2; insurance-agency-management|q10|Claude|3; insurance-agency-management|q10|Perplexity|1; insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Mode|3; insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q2|Google AI Mode|3

      https://agencymate.com/insights/insurance-agency-management-system/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%; https://www.nowcerts.com/: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; https://www.quotesweep.com/blog/vertafore-vs-ezlynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%; No source shown: 8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Category median 8 of 150; 5.3%

    • Vertafore: 11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Overviews|2; insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|2; insurance-agency-management|q2|Claude|3; insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q2|Google AI Mode|3; insurance-agency-management|q2|Google AI Overviews|1; insurance-agency-management|q2|Google AI Overviews|2

      No source shown: 11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Category median 8 of 150; 5.3%

    • Zywave: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|2; insurance-agency-management|q2|Claude|3

      No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 8 of 150; 5.3%

    • iPipeline: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 10 of 150; 6.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q3|Claude|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 8 of 150; 5.3%

  2. Ease of use and manageable learning requirements

    15 of 150; 10.0%; Wilson 95% interval 6.2% to 15.8%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs; Claude, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Overviews, q9: 3 of 3 runs; Google AI Mode, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 3 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 2 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 1 source answers; https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; https://www1.appliedsystems.com/en-us/solutions/for-agents/agency-management-system/applied-epic/: 1 source answers; No source shown: 11 source answers

    No adjacent vendor passage coded for this criterion.

  3. Connections with existing business systems

    14 of 150; 9.3%; Wilson 95% interval 5.6% to 15.1%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs; Claude, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Overviews, q9: 3 of 3 runs; Google AI Mode, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 2 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 3 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 3 source answers; https://www.independentagent.com/data-integration-tools/?utm_source=openai: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 10 source answers

    No adjacent vendor passage coded for this criterion.

  4. Cost appropriate to the agency budget

    13 of 150; 8.7%; Wilson 95% interval 5.1% to 14.3%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q1: 3 of 3 runs; Claude, q2: 2 of 3 runs; Claude, q3: 3 of 3 runs; Claude, q10: 2 of 3 runs; Google AI Overviews, q1: 1 of 3 runs; Google AI Overviews, q2: 1 of 3 runs; Google AI Overviews, q10: 1 of 3 runs

    Deposited source answers insurance-agency-management|q10|Claude|2; insurance-agency-management|q10|Claude|3; insurance-agency-management|q10|Google AI Overviews|1; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q1|Google AI Overviews|1; insurance-agency-management|q2|Claude|1; insurance-agency-management|q2|Claude|3; insurance-agency-management|q2|Google AI Overviews|2; insurance-agency-management|q3|Claude|1; insurance-agency-management|q3|Claude|2; insurance-agency-management|q3|Claude|3

    No source shown: 13 source answers

    • EZLynx: 6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q10|Claude|2; insurance-agency-management|q10|Claude|3; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3; insurance-agency-management|q2|Claude|1

      No source shown: 6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Category median 1 of 150; 0.7%

    • HawkSoft: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q2|Claude|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

    • Jenesis: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q1|Claude|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

    • NextAgency: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q3|Claude|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

    • NowCerts: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q10|Claude|2; insurance-agency-management|q10|Claude|3; insurance-agency-management|q1|Claude|1; insurance-agency-management|q1|Claude|2; insurance-agency-management|q1|Claude|3

      No source shown: 5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Category median 1 of 150; 0.7%

    • Vertafore: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q1|Claude|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 1 of 150; 0.7%

  5. Connected operations without duplicate entry or separate tools

    11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs; Claude, q9: 1 of 3 runs; Perplexity, q9: 1 of 3 runs; Google AI Overviews, q9: 3 of 3 runs; Google AI Mode, q1: 1 of 3 runs; Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 1 source answers; https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 9 source answers

    • EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q1|Google AI Mode|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

  6. Data encryption

    11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs; Claude, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://content.govdelivery.com/accounts/USDHSCISA/bulletins/3ad310c?utm_source=openai: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 3 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.cisa.gov/sites/default/files/2024-07/PDM24050%20Software%20Acquisition%20Guide%20for%20Government%20Enterprise%20ConsumersV2_508c.pdf?utm_source=openai: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 3 source answers; https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers; No source shown: 5 source answers

    No adjacent vendor passage coded for this criterion.

  7. Automation of repetitive servicing and administrative work

    10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Overviews, q9: 2 of 3 runs; Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 3 source answers; https://www.ezlynx.com/blog/posts/what-is-an-agency-management-system/: 3 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 7 source answers

    No adjacent vendor passage coded for this criterion.

  8. Protection of client data

    10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs; Claude, q9: 3 of 3 runs; Perplexity, q9: 2 of 3 runs; Google AI Mode, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2

    https://content.govdelivery.com/accounts/USDHSCISA/bulletins/3ad310c?utm_source=openai: 1 source answers; https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 2 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 7 source answers

    No adjacent vendor passage coded for this criterion.

  9. Role based access permissions

    10 of 150; 6.7%; Wilson 95% interval 3.7% to 11.8%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs; Claude, q9: 2 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Overviews, q9: 2 of 3 runs; Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 3 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.cisa.gov/sites/default/files/2024-07/PDM24050%20Software%20Acquisition%20Guide%20for%20Government%20Enterprise%20ConsumersV2_508c.pdf?utm_source=openai: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 3 source answers; No source shown: 6 source answers

    No adjacent vendor passage coded for this criterion.

  10. Business performance analytics

    8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 3 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 3 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.hawksoft.com/agency-management-system/: 1 source answers; https://www.psohub.com/blog/agency-management-software: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; No source shown: 5 source answers

    No adjacent vendor passage coded for this criterion.

  11. Policy records and information

    8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs; Claude, q9: 3 of 3 runs; Google AI Overviews, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3

    https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 2 source answers; No source shown: 6 source answers

    No adjacent vendor passage coded for this criterion.

  12. Renewal dates and tracking

    8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs; Claude, q9: 3 of 3 runs; Google AI Overviews, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3

    No source shown: 8 source answers

    No adjacent vendor passage coded for this criterion.

  13. Renewal servicing

    8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs; Claude, q9: 1 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 3 source answers; https://www.ezlynx.com/blog/posts/what-is-an-agency-management-system/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 5 source answers

    No adjacent vendor passage coded for this criterion.

  14. Task assignment

    8 of 150; 5.3%; Wilson 95% interval 2.7% to 10.2%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs; Perplexity, q9: 2 of 3 runs; Google AI Mode, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 2 source answers; https://www.ezlynx.com/blog/posts/what-is-an-agency-management-system/: 2 source answers; https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 5 source answers

    No adjacent vendor passage coded for this criterion.

  15. Agency reporting

    7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs; Claude, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

  16. Commission tracking

    7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs; Perplexity, q9: 1 of 3 runs; Google AI Overviews, q9: 1 of 3 runs; Google AI Mode, q2: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q2|Google AI Mode|3; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Perplexity|2

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.hawksoft.com/agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; No source shown: 6 source answers

    • Applied Systems: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q2|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • NowCerts: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q2|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

  17. Document storage and management

    7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 3 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  18. Onboarding assistance

    7 of 150; 4.7%; Wilson 95% interval 2.3% to 9.3%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs; Google AI Overviews, q9: 3 of 3 runs; Google AI Mode, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3

    No source shown: 7 source answers

    No adjacent vendor passage coded for this criterion.

  19. Centralized client records

    6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs; Google AI Overviews, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3

    No source shown: 6 source answers

    No adjacent vendor passage coded for this criterion.

  20. Configurable agency workflows

    6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs; Perplexity, q9: 1 of 3 runs; Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|1

    https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 5 source answers

    No adjacent vendor passage coded for this criterion.

  21. Data access controls

    6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs; Claude, q9: 3 of 3 runs; Perplexity, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Perplexity|1

    https://content.govdelivery.com/accounts/USDHSCISA/bulletins/3ad310c?utm_source=openai: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  22. Multifactor authentication

    6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs; Google AI Overviews, q9: 1 of 3 runs; Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|2

    https://content.govdelivery.com/accounts/USDHSCISA/bulletins/3ad310c?utm_source=openai: 1 source answers; https://www.cisa.gov/sites/default/files/2024-07/PDM24050%20Software%20Acquisition%20Guide%20for%20Government%20Enterprise%20ConsumersV2_508c.pdf?utm_source=openai: 1 source answers; https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers; No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  23. Sales or business forecasting

    6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs; Perplexity, q9: 2 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 2 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://www.psohub.com/blog/agency-management-software: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

  24. Support for agency growth

    6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 3 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 3 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; https://www1.appliedsystems.com/en-us/solutions/for-agents/agency-management-system/applied-epic/: 1 source answers; No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  25. Accessible customer support

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs; Google AI Overviews, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Overviews|3

    No source shown: 5 source answers

    No adjacent vendor passage coded for this criterion.

  26. Automated client follow ups

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 3 of 3 runs; Google AI Overviews, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 3 source answers; https://www.ezlynx.com/blog/posts/what-is-an-agency-management-system/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  27. Carrier policy downloads

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs; Perplexity, q10: 1 of 3 runs; Google AI Mode, q1: 1 of 3 runs

    Deposited source answers insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3

    https://agencymate.com/insights/insurance-agency-management-system/: 1 source answers; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 source answers; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 source answers; No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

  28. Client and contact records

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs; Perplexity, q9: 1 of 3 runs; Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|2

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  29. Connected agency operations in one platform

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs; Perplexity, q10: 1 of 3 runs; Google AI Overviews, q1: 1 of 3 runs

    Deposited source answers insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Google AI Overviews|1; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3

    https://agencymate.com/insights/insurance-agency-management-system/: 1 source answers; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 source answers; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 source answers; No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

  30. Connections with CRM systems

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs; Google AI Overviews, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2

    No source shown: 5 source answers

    No adjacent vendor passage coded for this criterion.

  31. Connections with carrier systems

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs; Google AI Overviews, q9: 3 of 3 runs; Google AI Mode, q2: 1 of 3 runs

    Deposited source answers insurance-agency-management|q2|Google AI Mode|3; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2; insurance-agency-management|q9|Google AI Overviews|3

    https://www.independentagent.com/data-integration-tools/?utm_source=openai: 1 source answers; No source shown: 4 source answers

    • Vertafore: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q2|Google AI Mode|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

  32. Task management

    5 of 150; 3.3%; Wilson 95% interval 1.4% to 7.6%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs; Perplexity, q9: 3 of 3 runs; Google AI Overviews, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.ezlynx.com/blog/posts/what-is-an-agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 2 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  33. Avoiding enterprise heavy systems for a new two producer agency

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q10: 1 of 3 runs; Google AI Overviews, q10: 3 of 3 runs

    Deposited source answers insurance-agency-management|q10|Google AI Overviews|1; insurance-agency-management|q10|Google AI Overviews|2; insurance-agency-management|q10|Google AI Overviews|3; insurance-agency-management|q10|Perplexity|2

    https://agencymate.com/insights/insurance-agency-management-system/: 1 source answers; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 source answers; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 source answers; No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  34. Connections with insurance rating tools

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs; Google AI Overviews, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3; insurance-agency-management|q9|Google AI Overviews|3

    No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

  35. Data migration assistance

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs; Google AI Overviews, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|3

    No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

  36. Financial accounting functionality

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs; Google AI Mode, q2: 1 of 3 runs

    Deposited source answers insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3

    No source shown: 4 source answers

    • Applied Systems: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q2|Google AI Mode|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • Vertafore: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q2|Google AI Mode|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

  37. Hands on demonstrations of representative workflows

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs; Perplexity, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Perplexity|1

    https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 2 source answers; No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  38. Project profitability and margin visibility

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 3 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://www.psohub.com/blog/agency-management-software: 3 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  39. Project tracking and delivery management

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  40. Support for multiple locations or entities

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs; Google AI Overviews, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Overviews|2

    No source shown: 4 source answers

    No adjacent vendor passage coded for this criterion.

  41. Time tracking

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  42. Working carrier, rating and business system connections

    4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|1

    https://www.iamagazine.com/2024/02/01/data-autonomy-how-independent-agencies-can-achieve-technology-independence/?utm_source=openai: 1 source answers; https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  43. Ability to add users as the agency grows

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  44. Ability to export agency data

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    https://www.iamagazine.com/2024/02/01/data-autonomy-how-independent-agencies-can-achieve-technology-independence/?utm_source=openai: 1 source answers; No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  45. Application status tracking

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  46. Applications and insurance submissions

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  47. Backups and recovery arrangements

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    https://www.cisa.gov/sites/default/files/2024-07/PDM24050%20Software%20Acquisition%20Guide%20for%20Government%20Enterprise%20ConsumersV2_508c.pdf?utm_source=openai: 1 source answers; https://www.cisa.gov/stopransomware/ransomware-guide?utm_source=openai: 1 source answers; https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  48. Benchmarking and comparative performance analytics

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  49. Book of business and operational reporting

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|1

    https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  50. Book of business analytics

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs; Claude, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  51. Budget tracking

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 2 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.psohub.com/blog/agency-management-software: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers

    No adjacent vendor passage coded for this criterion.

  52. Client collaboration, shared files, feedback and approvals

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 3 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers

    No adjacent vendor passage coded for this criterion.

  53. Client communication history

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 2 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  54. Client self service portal

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 3 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers

    No adjacent vendor passage coded for this criterion.

  55. Cloud based access

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs; Perplexity, q10: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q10|Perplexity|1; insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|1

    https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; No source shown: 2 source answers

  56. Commission tracking, reconciliation and producer splits

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers; No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  57. Complete usable export of records, documents and history

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    https://www.iamagazine.com/2025/11/01/3-questions-to-confirm-who-owns-your-agencys-data/?utm_source=openai: 1 source answers; No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  58. Connections with accounting systems

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs; Google AI Overviews, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|2

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  59. Continued vendor support, innovation and product development

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  60. Data backups

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  61. Defined data storage practices

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  62. Defined records and attachments transferred in migration

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  63. Essential functions currently delivered and available

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  64. Evidence and references from comparable agencies

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  65. Full total cost of ownership

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  66. Growth in clients, users, workflows and integrations

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  67. Invoicing and billing

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 2 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 2 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://www.psohub.com/blog/agency-management-software: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 2 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  68. Native or comparative insurance rating

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 2 of 3 runs; Google AI Overviews, q1: 1 of 3 runs

    Deposited source answers insurance-agency-management|q1|Google AI Overviews|1; insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|3

    No source shown: 3 source answers

    • EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q1|Google AI Overviews|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

  69. Policy records and servicing across the policy lifecycle

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs; Claude, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Claude|2

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  70. Relevant compliance controls or certifications

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 2 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2

    https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 2 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  71. Resource allocation and workload planning

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 3 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://www.psohub.com/blog/agency-management-software: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers

    No adjacent vendor passage coded for this criterion.

  72. Resource planning

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers

    No adjacent vendor passage coded for this criterion.

  73. Specialization for life, health or benefits agencies

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, q3: 3 of 3 runs

    Deposited source answers insurance-agency-management|q3|Google AI Overviews|1; insurance-agency-management|q3|Google AI Overviews|2; insurance-agency-management|q3|Google AI Overviews|3

    No source shown: 3 source answers

    • AgencyBloc: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q3|Google AI Overviews|1; insurance-agency-management|q3|Google AI Overviews|3

      No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

    • EnrollHere: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q3|Google AI Overviews|1; insurance-agency-management|q3|Google AI Overviews|3

      No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

    • NextAgency: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q3|Google AI Overviews|1; insurance-agency-management|q3|Google AI Overviews|2; insurance-agency-management|q3|Google AI Overviews|3

      No source shown: 3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Category median 0 of 150; 0.0%

  74. Staff training

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3; insurance-agency-management|q9|Google AI Mode|2

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  75. Task reminders

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 2 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 3 source answers; https://www.ezlynx.com/blog/posts/what-is-an-agency-management-system/: 3 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers

    No adjacent vendor passage coded for this criterion.

  76. Team communication, file sharing and feedback

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2; insurance-agency-management|q9|Claude|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  77. Time tracking linked to projects or billable work

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 3 source answers; https://www.psohub.com/blog/agency-management-software: 3 source answers; https://www.teamwork.com/blog/agency-management-software/: 3 source answers

    No adjacent vendor passage coded for this criterion.

  78. Test conversion and validation of migrated data

    3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 3 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    No source shown: 3 source answers

    No adjacent vendor passage coded for this criterion.

  79. ACORD form handling

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q2: 2 of 3 runs

    Deposited source answers insurance-agency-management|q2|Google AI Mode|2; insurance-agency-management|q2|Google AI Mode|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  80. Agency bill and direct bill insurance workflows

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  81. Audit logs of data and account activity

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    https://content.govdelivery.com/accounts/USDHSCISA/bulletins/3ad310c?utm_source=openai: 1 source answers; https://www.cisa.gov/sites/default/files/2024-07/PDM24050%20Software%20Acquisition%20Guide%20for%20Government%20Enterprise%20ConsumersV2_508c.pdf?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  82. Choice of rating depth, workflow fit or budget simplicity

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q1: 2 of 3 runs

    Deposited source answers insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3

    No source shown: 2 source answers

    • EZLynx: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3

      No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

    • HawkSoft: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3

      No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

    • Jenesis: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q1|Google AI Mode|2; insurance-agency-management|q1|Google AI Mode|3

      No source shown: 2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Category median 0 of 150; 0.0%

  83. Client collaboration

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1; insurance-agency-management|q9|Perplexity|3

    https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 2 source answers; https://www.wrike.com/blog/marketing-agency-software/: 2 source answers

    No adjacent vendor passage coded for this criterion.

  84. Configurable reports

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|3; insurance-agency-management|q9|Perplexity|2

    https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  85. Control over agency data

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2

    https://www.iamagazine.com/2024/02/01/data-autonomy-how-independent-agencies-can-achieve-technology-independence/?utm_source=openai: 1 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  86. Costs of integrations

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2

    https://www.iamagazine.com/2024/02/01/data-autonomy-how-independent-agencies-can-achieve-technology-independence/?utm_source=openai: 1 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  87. Custom data fields

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|2

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  88. Data synchronization between connected systems

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Overviews|1; insurance-agency-management|q9|Google AI Overviews|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  89. Defined data directions, frequency and synchronized records

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2

    https://www.iamagazine.com/2024/02/01/data-autonomy-how-independent-agencies-can-achieve-technology-independence/?utm_source=openai: 1 source answers; https://www.independentagent.com/data-integration-tools/?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  90. Defined export formats, fees and delivery timeline

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    https://www.iamagazine.com/2025/11/01/3-questions-to-confirm-who-owns-your-agencys-data/?utm_source=openai: 1 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  91. Defined renewal, commitment and cancellation terms

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  92. Ease of onboarding

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q10: 1 of 3 runs; Google AI Overviews, q1: 1 of 3 runs

    Deposited source answers insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q1|Google AI Overviews|1

    https://agencymate.com/insights/insurance-agency-management-system/: 1 source answers; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 source answers; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 source answers; No source shown: 1 source answers

  93. Evidence of tested backup restoration

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|2

    https://www.cisa.gov/stopransomware/ransomware-guide?utm_source=openai: 1 source answers; https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  94. Expense tracking

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Perplexity|2

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://www.psohub.com/blog/agency-management-software: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  95. Financial reporting

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  96. Integrated payment processing

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  97. Named implementation responsibilities

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|Google AI Mode|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  98. Native integrations or supported APIs

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  99. Policy management

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, q1: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q1|Google AI Overviews|1; insurance-agency-management|q9|Google AI Mode|1

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  100. Pricing that scales appropriately with agency growth

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|2; insurance-agency-management|q9|Google AI Mode|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  101. Project budgets, expenses and profitability

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|2; insurance-agency-management|q9|Perplexity|3

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 2 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 2 source answers; https://www.psohub.com/blog/agency-management-software: 2 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers

    No adjacent vendor passage coded for this criterion.

  102. Responsibility for migration errors

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1; insurance-agency-management|q9|ChatGPT|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  103. Responsive customer support

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Google AI Mode|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  104. Sales pipeline tracking

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs; Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|1; insurance-agency-management|q9|Perplexity|2

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.brightway.com/news/best-agency-management-systems-ams-platforms-for-insurance-agencies-2025: 1 source answers; https://www.hawksoft.com/agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  105. Shared data and access across locations or entities

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|1; insurance-agency-management|q9|Claude|2

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  106. Support hours and escalation arrangements

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 2 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2; insurance-agency-management|q9|ChatGPT|3

    No source shown: 2 source answers

    No adjacent vendor passage coded for this criterion.

  107. Transparent pricing

    2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q10: 1 of 3 runs; Google AI Overviews, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q10|Perplexity|2; insurance-agency-management|q9|Google AI Overviews|2

    https://agencymate.com/insights/insurance-agency-management-system/: 1 source answers; https://brokerageaudit.com/blog/agency-management-system-selection-a-comprehensive-analysis-for-brokers: 1 source answers; https://www.insurehunt.com/agent-hub/tools-software/best-insurance-agency-management-systems: 1 source answers; No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  108. A lightweight system suited to a small agency

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q10: 1 of 3 runs

    Deposited source answers insurance-agency-management|q10|Perplexity|1

    No source shown: 1 source answers

  109. Accessible client history

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Overviews|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  110. Agency bill workflows

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3

    https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  111. Applicable industry compliance

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  112. Automated document generation

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  113. Centralized searchable client records and history

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3

    https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  114. Certificate of insurance handling

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q2: 1 of 3 runs

    Deposited source answers insurance-agency-management|q2|Google AI Mode|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  115. Certificate of insurance issuance

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q2: 1 of 3 runs

    Deposited source answers insurance-agency-management|q2|Google AI Mode|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  116. Choice between integrated rating and simpler client management

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, q1: 1 of 3 runs

    Deposited source answers insurance-agency-management|q1|Google AI Overviews|2

    No source shown: 1 source answers

    • EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q1|Google AI Overviews|2

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

  117. Choice of rating, usability or accounting depth

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, q1: 1 of 3 runs

    Deposited source answers insurance-agency-management|q1|Google AI Overviews|3

    No source shown: 1 source answers

    • EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q1|Google AI Overviews|3

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

  118. Claims tracking

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  119. Client activity tracking

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3

    https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  120. Client workflows from prospect through renewal

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  121. Commission processing

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Overviews|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  122. Commission splits

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q2: 1 of 3 runs

    Deposited source answers insurance-agency-management|q2|Google AI Mode|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  123. Comprehensive product knowledge resources

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  124. Configurable reports and dashboards

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1

    https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers

    No adjacent vendor passage coded for this criterion.

  125. Connections without custom development

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|3

    https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers

    No adjacent vendor passage coded for this criterion.

  126. Data ownership, control and integration rights

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3

    https://www.iamagazine.com/2025/11/01/3-questions-to-confirm-who-owns-your-agencys-data/?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  127. Defined data access after termination

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3

    https://www.iamagazine.com/2025/11/01/3-questions-to-confirm-who-owns-your-agencys-data/?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  128. Defined data transfer content and direction

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3

    https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  129. Defined export formats and costs

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  130. Defined migration error ownership and cutover plan

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  131. Defined renewal and cancellation terms

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  132. Defined responsibility for integration failures

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  133. Detailed commercial risk profiling

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q2: 1 of 3 runs

    Deposited source answers insurance-agency-management|q2|Google AI Mode|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  134. Documented safeguards for confidential client data

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1

    https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  135. Encryption of connections

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Overviews|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  136. Expected downtime during migration

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Overviews|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  137. Expected internal staff time during implementation

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  138. Growth in clients and data without lag or forced migration

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  139. Handling workflow exceptions

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  140. Implementation costs

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Overviews|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  141. Incident notification procedures

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2

    https://content.govdelivery.com/accounts/USDHSCISA/bulletins/3ad310c?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  142. Incident response procedures

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1

    https://www.ftc.gov/business-guidance/resources/start-security-guide-business?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  143. Independent security assurance or certifications

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3

    https://www.cisa.gov/sites/default/files/2024-07/PDM24050%20Software%20Acquisition%20Guide%20for%20Government%20Enterprise%20ConsumersV2_508c.pdf?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  144. Insurance quoting

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Claude, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Claude|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  145. Invoicing, billing and retainers

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1

    https://improvado.io/blog/best-agency-management-software-for-marketing-agencies: 1 source answers; https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://www.psohub.com/blog/agency-management-software: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers

    No adjacent vendor passage coded for this criterion.

  146. Mobile access to agency operations

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  147. Operation without dedicated IT staff

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q1: 1 of 3 runs

    Deposited source answers insurance-agency-management|q1|Google AI Mode|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  148. Ownership of agency data

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1

    https://www.iamagazine.com/2024/02/01/data-autonomy-how-independent-agencies-can-achieve-technology-independence/?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  149. Personal lines rating or sales pipelines

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, q10: 1 of 3 runs

    Deposited source answers insurance-agency-management|q10|Google AI Overviews|1

    No source shown: 1 source answers

    • AgencyZoom: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q10|Google AI Overviews|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • EZLynx: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q10|Google AI Overviews|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

    • InsuredMine: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%.
      Vendor source evidence

      Deposited source answers insurance-agency-management|q10|Google AI Overviews|1

      No source shown: 1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Category median 0 of 150; 0.0%

  150. Policy or project tracking suited to the agency’s industry

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  151. Project delivery, timelines, dependencies and approvals

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1

    https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers

    No adjacent vendor passage coded for this criterion.

  152. Project timelines, handoffs and approvals

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|3

    https://thedigitalprojectmanager.com/agency-management/agency-management-system/: 1 source answers; https://www.teamwork.com/blog/agency-management-software/: 1 source answers; https://www.wrike.com/blog/marketing-agency-software/: 1 source answers

    No adjacent vendor passage coded for this criterion.

  153. Real time operational dashboards

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  154. Receivables tracking

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  155. Regular software updates

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  156. Relevant compliance certifications or data residency needs

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|3

    https://thedigitalprojectmanager.com/tools/best-agency-management-system/: 1 source answers; https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 1 source answers

    No adjacent vendor passage coded for this criterion.

  157. Reliable cloud infrastructure

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  158. Renewal tracking and reminders

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  159. Reports generated without vendor assistance

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|3

    https://www.independentagent.com/ACT/Pages/efficient/SystemPurchases/ACT_Top10ReasonsAMS.aspx?utm_source=openai: 1 source answers

    No adjacent vendor passage coded for this criterion.

  160. Reports traceable to underlying records

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  161. Responsive support with defined hours and escalation

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  162. Role specific staff training

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  163. Security and compliance certifications

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Mode, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Google AI Mode|3

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  164. Short implementation time

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Google AI Overviews, q10: 1 of 3 runs

    Deposited source answers insurance-agency-management|q10|Google AI Overviews|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  165. Support for the agency’s hourly, retainer or commission billing model

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|3

    https://www.equisoft.com/insights/insurance/what-you-need-to-know-about-agency-management-systems: 1 source answers; https://www.psohub.com/blog/agency-management-software: 1 source answers

    No adjacent vendor passage coded for this criterion.

  166. Task assignment, reminders and escalation

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  167. Usable report exports and metric definitions

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    ChatGPT, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|ChatGPT|2

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  168. Whether integrations are native or custom

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

  169. Whether required functions are included or require add ons

    1 of 150; 0.7%; Wilson 95% interval 0.1% to 3.7%. Team review: in progress.

    Runs, sources and adjacent vendors

    Perplexity, q9: 1 of 3 runs

    Deposited source answers insurance-agency-management|q9|Perplexity|1

    No source shown: 1 source answers

    No adjacent vendor passage coded for this criterion.

Download complete category evidence · Download manifest and source hashes

Full checked set, sorted by observed counts, not a ranking.
VendorNamedVendor domain cited
Applied Systems127 of 150 valid answers, 84.7% (Wilson 95% interval 78.0% to 89.6%)54 of 150 valid answers, 36.0% (Wilson 95% interval 28.8% to 43.9%)
EZLynx111 of 150 valid answers, 74.0% (Wilson 95% interval 66.4% to 80.4%)35 of 150 valid answers, 23.3% (Wilson 95% interval 17.3% to 30.7%)
HawkSoft97 of 150 valid answers, 64.7% (Wilson 95% interval 56.7% to 71.9%)34 of 150 valid answers, 22.7% (Wilson 95% interval 16.7% to 30.0%)
Vertafore92 of 150 valid answers, 61.3% (Wilson 95% interval 53.3% to 68.8%)20 of 150 valid answers, 13.3% (Wilson 95% interval 8.8% to 19.7%)
NowCerts48 of 150 valid answers, 32.0% (Wilson 95% interval 25.1% to 39.8%)7 of 150 valid answers, 4.7% (Wilson 95% interval 2.3% to 9.3%)
AgencyBloc35 of 150 valid answers, 23.3% (Wilson 95% interval 17.3% to 30.7%)15 of 150 valid answers, 10.0% (Wilson 95% interval 6.2% to 15.8%)
AgencyZoom31 of 150 valid answers, 20.7% (Wilson 95% interval 15.0% to 27.8%)3 of 150 valid answers, 2.0% (Wilson 95% interval 0.7% to 5.7%)
NextAgency22 of 150 valid answers, 14.7% (Wilson 95% interval 9.9% to 21.2%)14 of 150 valid answers, 9.3% (Wilson 95% interval 5.6% to 15.1%)
InsuredMine13 of 150 valid answers, 8.7% (Wilson 95% interval 5.1% to 14.3%)8 of 150 valid answers, 5.3% (Wilson 95% interval 2.7% to 10.2%)
GloveBox10 of 150 valid answers, 6.7% (Wilson 95% interval 3.7% to 11.8%)1 of 150 valid answers, 0.7% (Wilson 95% interval 0.1% to 3.7%)
Zywave10 of 150 valid answers, 6.7% (Wilson 95% interval 3.7% to 11.8%)3 of 150 valid answers, 2.0% (Wilson 95% interval 0.7% to 5.7%)
Partner XE (SIS)6 of 150 valid answers, 4.0% (Wilson 95% interval 1.8% to 8.5%)0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
Ebix (SmartOffice)3 of 150 valid answers, 2.0% (Wilson 95% interval 0.7% to 5.7%)0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
BindHQ1 of 150 valid answers, 0.7% (Wilson 95% interval 0.1% to 3.7%)0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
Agency Systems (Newton)0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
Dyad0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
NASA (Eclipse)0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
Quikfuzion0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)
SIBRO0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)0 of 150 valid answers, 0.0% (Wilson 95% interval 0.0% to 2.5%)

Pair-specific question and engine records

The comparison records are collected here. Each disclosure contains the full dated counts for its pair or alternatives question. Open a disclosure to read its evidence; the text is present without JavaScript.

Vertafore and Applied Systems

Insurance agency management systems · September 2026

Vertafore and Applied Systems in the observed answers

Vertafore appears in 92 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Vertafore and Applied Systems have different naming counts on 6 of 10 buyer questions; their counts match on 4 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. Vertafore record · Applied Systems record · Insurance agency management systems checked set.

Vertafore beside Applied Systems

Vertafore and Applied Systems totals
MeasureVertaforeApplied Systems
Named92/150; 61.3% (95% CI 53.3 to 68.8)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited20/150; 13.3% (95% CI 8.8 to 19.7)54/150; 36.0% (95% CI 28.8 to 43.9)

Vertafore / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

Vertafore: 14/15; 93.3% (95% CI 70.2 to 98.8). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Vertafore and Applied Systems on q1
Engine and pairNaming observations
Vertafore / Applied Systems / ChatGPTVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / ClaudeVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / PerplexityVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI OverviewsVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI ModeVertafore: 2 of 3; Applied Systems: 3 of 3.

Vertafore / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

Vertafore: 12/15; 80.0% (95% CI 54.8 to 93.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Vertafore and Applied Systems on q2
Engine and pairNaming observations
Vertafore / Applied Systems / ChatGPTVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / ClaudeVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / PerplexityVertafore: 0 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI OverviewsVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI ModeVertafore: 3 of 3; Applied Systems: 3 of 3.

Vertafore / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

Vertafore: 5/15; 33.3% (95% CI 15.2 to 58.3). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

Vertafore and Applied Systems on q3
Engine and pairNaming observations
Vertafore / Applied Systems / ChatGPTVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / ClaudeVertafore: 0 of 3; Applied Systems: 1 of 3.
Vertafore / Applied Systems / PerplexityVertafore: 0 of 3; Applied Systems: 0 of 3.
Vertafore / Applied Systems / Google AI OverviewsVertafore: 1 of 3; Applied Systems: 2 of 3.
Vertafore / Applied Systems / Google AI ModeVertafore: 1 of 3; Applied Systems: 1 of 3.

Vertafore / Applied Systems: question q4

What are the best alternatives to EZLynx?

Vertafore: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Vertafore and Applied Systems on q4
Engine and pairNaming observations
Vertafore / Applied Systems / ChatGPTVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / ClaudeVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / PerplexityVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI OverviewsVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI ModeVertafore: 3 of 3; Applied Systems: 3 of 3.

Vertafore / Applied Systems: question q5

What are the best alternatives to Applied Epic?

Vertafore: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Vertafore and Applied Systems on q5
Engine and pairNaming observations
Vertafore / Applied Systems / ChatGPTVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / ClaudeVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / PerplexityVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI OverviewsVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI ModeVertafore: 3 of 3; Applied Systems: 3 of 3.

Vertafore / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

Vertafore: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Vertafore and Applied Systems on q6
Engine and pairNaming observations
Vertafore / Applied Systems / ChatGPTVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / ClaudeVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / PerplexityVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI OverviewsVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI ModeVertafore: 3 of 3; Applied Systems: 3 of 3.

Vertafore / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

Vertafore: 3/15; 20.0% (95% CI 7.0 to 45.2). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Vertafore and Applied Systems on q7
Engine and pairNaming observations
Vertafore / Applied Systems / ChatGPTVertafore: 1 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / ClaudeVertafore: 1 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / PerplexityVertafore: 0 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI OverviewsVertafore: 0 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI ModeVertafore: 1 of 3; Applied Systems: 3 of 3.

Vertafore / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

Vertafore: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Vertafore and Applied Systems on q8
Engine and pairNaming observations
Vertafore / Applied Systems / ChatGPTVertafore: 0 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / ClaudeVertafore: 0 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / PerplexityVertafore: 0 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI OverviewsVertafore: 0 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI ModeVertafore: 0 of 3; Applied Systems: 3 of 3.

Vertafore / Applied Systems: question q9

What should I look for when choosing an agency management system?

Vertafore: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

Vertafore and Applied Systems on q9
Engine and pairNaming observations
Vertafore / Applied Systems / ChatGPTVertafore: 0 of 3; Applied Systems: 0 of 3.
Vertafore / Applied Systems / ClaudeVertafore: 0 of 3; Applied Systems: 0 of 3.
Vertafore / Applied Systems / PerplexityVertafore: 0 of 3; Applied Systems: 0 of 3.
Vertafore / Applied Systems / Google AI OverviewsVertafore: 0 of 3; Applied Systems: 0 of 3.
Vertafore / Applied Systems / Google AI ModeVertafore: 0 of 3; Applied Systems: 0 of 3.

Vertafore / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

Vertafore: 13/15; 86.7% (95% CI 62.1 to 96.3). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Vertafore and Applied Systems on q10
Engine and pairNaming observations
Vertafore / Applied Systems / ChatGPTVertafore: 1 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / ClaudeVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / PerplexityVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI OverviewsVertafore: 3 of 3; Applied Systems: 3 of 3.
Vertafore / Applied Systems / Google AI ModeVertafore: 3 of 3; Applied Systems: 3 of 3.

Read the pair in context

Vertafore's own-domain citation count is 20 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

EZLynx and Applied Systems

Insurance agency management systems · September 2026

EZLynx and Applied Systems in the observed answers

EZLynx appears in 111 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

EZLynx and Applied Systems have different naming counts on 4 of 10 buyer questions; their counts match on 6 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. EZLynx record · Applied Systems record · Insurance agency management systems checked set.

EZLynx beside Applied Systems

EZLynx and Applied Systems totals
MeasureEZLynxApplied Systems
Named111/150; 74.0% (95% CI 66.4 to 80.4)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited35/150; 23.3% (95% CI 17.3 to 30.7)54/150; 36.0% (95% CI 28.8 to 43.9)

EZLynx / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

EZLynx: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

EZLynx and Applied Systems on q1
Engine and pairNaming observations
EZLynx / Applied Systems / ChatGPTEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / ClaudeEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / PerplexityEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI OverviewsEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI ModeEZLynx: 3 of 3; Applied Systems: 3 of 3.

EZLynx / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

EZLynx: 9/15; 60.0% (95% CI 35.7 to 80.2). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

EZLynx and Applied Systems on q2
Engine and pairNaming observations
EZLynx / Applied Systems / ChatGPTEZLynx: 0 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / ClaudeEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / PerplexityEZLynx: 2 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI OverviewsEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI ModeEZLynx: 1 of 3; Applied Systems: 3 of 3.

EZLynx / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

EZLynx: 1/15; 6.7% (95% CI 1.2 to 29.8). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

EZLynx and Applied Systems on q3
Engine and pairNaming observations
EZLynx / Applied Systems / ChatGPTEZLynx: 0 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / ClaudeEZLynx: 0 of 3; Applied Systems: 1 of 3.
EZLynx / Applied Systems / PerplexityEZLynx: 0 of 3; Applied Systems: 0 of 3.
EZLynx / Applied Systems / Google AI OverviewsEZLynx: 0 of 3; Applied Systems: 2 of 3.
EZLynx / Applied Systems / Google AI ModeEZLynx: 1 of 3; Applied Systems: 1 of 3.

EZLynx / Applied Systems: question q4

What are the best alternatives to EZLynx?

EZLynx: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

EZLynx and Applied Systems on q4
Engine and pairNaming observations
EZLynx / Applied Systems / ChatGPTEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / ClaudeEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / PerplexityEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI OverviewsEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI ModeEZLynx: 3 of 3; Applied Systems: 3 of 3.

EZLynx / Applied Systems: question q5

What are the best alternatives to Applied Epic?

EZLynx: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

EZLynx and Applied Systems on q5
Engine and pairNaming observations
EZLynx / Applied Systems / ChatGPTEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / ClaudeEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / PerplexityEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI OverviewsEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI ModeEZLynx: 3 of 3; Applied Systems: 3 of 3.

EZLynx / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

EZLynx: 12/15; 80.0% (95% CI 54.8 to 93.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

EZLynx and Applied Systems on q6
Engine and pairNaming observations
EZLynx / Applied Systems / ChatGPTEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / ClaudeEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / PerplexityEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI OverviewsEZLynx: 1 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI ModeEZLynx: 2 of 3; Applied Systems: 3 of 3.

EZLynx / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

EZLynx: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

EZLynx and Applied Systems on q7
Engine and pairNaming observations
EZLynx / Applied Systems / ChatGPTEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / ClaudeEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / PerplexityEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI OverviewsEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI ModeEZLynx: 3 of 3; Applied Systems: 3 of 3.

EZLynx / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

EZLynx: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

EZLynx and Applied Systems on q8
Engine and pairNaming observations
EZLynx / Applied Systems / ChatGPTEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / ClaudeEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / PerplexityEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI OverviewsEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI ModeEZLynx: 3 of 3; Applied Systems: 3 of 3.

EZLynx / Applied Systems: question q9

What should I look for when choosing an agency management system?

EZLynx: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

EZLynx and Applied Systems on q9
Engine and pairNaming observations
EZLynx / Applied Systems / ChatGPTEZLynx: 0 of 3; Applied Systems: 0 of 3.
EZLynx / Applied Systems / ClaudeEZLynx: 0 of 3; Applied Systems: 0 of 3.
EZLynx / Applied Systems / PerplexityEZLynx: 0 of 3; Applied Systems: 0 of 3.
EZLynx / Applied Systems / Google AI OverviewsEZLynx: 0 of 3; Applied Systems: 0 of 3.
EZLynx / Applied Systems / Google AI ModeEZLynx: 0 of 3; Applied Systems: 0 of 3.

EZLynx / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

EZLynx: 14/15; 93.3% (95% CI 70.2 to 98.8). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

EZLynx and Applied Systems on q10
Engine and pairNaming observations
EZLynx / Applied Systems / ChatGPTEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / ClaudeEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / PerplexityEZLynx: 3 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI OverviewsEZLynx: 2 of 3; Applied Systems: 3 of 3.
EZLynx / Applied Systems / Google AI ModeEZLynx: 3 of 3; Applied Systems: 3 of 3.

Read the pair in context

EZLynx's own-domain citation count is 35 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

HawkSoft and Applied Systems

Insurance agency management systems · September 2026

HawkSoft and Applied Systems in the observed answers

HawkSoft appears in 97 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

HawkSoft and Applied Systems have different naming counts on 5 of 10 buyer questions; their counts match on 5 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. HawkSoft record · Applied Systems record · Insurance agency management systems checked set.

HawkSoft beside Applied Systems

HawkSoft and Applied Systems totals
MeasureHawkSoftApplied Systems
Named97/150; 64.7% (95% CI 56.7 to 71.9)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited34/150; 22.7% (95% CI 16.7 to 30.0)54/150; 36.0% (95% CI 28.8 to 43.9)

HawkSoft / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

HawkSoft: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

HawkSoft and Applied Systems on q1
Engine and pairNaming observations
HawkSoft / Applied Systems / ChatGPTHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / ClaudeHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / PerplexityHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI OverviewsHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI ModeHawkSoft: 3 of 3; Applied Systems: 3 of 3.

HawkSoft / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

HawkSoft: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

HawkSoft and Applied Systems on q2
Engine and pairNaming observations
HawkSoft / Applied Systems / ChatGPTHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / ClaudeHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / PerplexityHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI OverviewsHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI ModeHawkSoft: 3 of 3; Applied Systems: 3 of 3.

HawkSoft / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

HawkSoft: 1/15; 6.7% (95% CI 1.2 to 29.8). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

HawkSoft and Applied Systems on q3
Engine and pairNaming observations
HawkSoft / Applied Systems / ChatGPTHawkSoft: 0 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / ClaudeHawkSoft: 1 of 3; Applied Systems: 1 of 3.
HawkSoft / Applied Systems / PerplexityHawkSoft: 0 of 3; Applied Systems: 0 of 3.
HawkSoft / Applied Systems / Google AI OverviewsHawkSoft: 0 of 3; Applied Systems: 2 of 3.
HawkSoft / Applied Systems / Google AI ModeHawkSoft: 0 of 3; Applied Systems: 1 of 3.

HawkSoft / Applied Systems: question q4

What are the best alternatives to EZLynx?

HawkSoft: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

HawkSoft and Applied Systems on q4
Engine and pairNaming observations
HawkSoft / Applied Systems / ChatGPTHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / ClaudeHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / PerplexityHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI OverviewsHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI ModeHawkSoft: 3 of 3; Applied Systems: 3 of 3.

HawkSoft / Applied Systems: question q5

What are the best alternatives to Applied Epic?

HawkSoft: 13/15; 86.7% (95% CI 62.1 to 96.3). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

HawkSoft and Applied Systems on q5
Engine and pairNaming observations
HawkSoft / Applied Systems / ChatGPTHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / ClaudeHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / PerplexityHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI OverviewsHawkSoft: 1 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI ModeHawkSoft: 3 of 3; Applied Systems: 3 of 3.

HawkSoft / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

HawkSoft: 12/15; 80.0% (95% CI 54.8 to 93.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

HawkSoft and Applied Systems on q6
Engine and pairNaming observations
HawkSoft / Applied Systems / ChatGPTHawkSoft: 1 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / ClaudeHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / PerplexityHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI OverviewsHawkSoft: 2 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI ModeHawkSoft: 3 of 3; Applied Systems: 3 of 3.

HawkSoft / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

HawkSoft: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

HawkSoft and Applied Systems on q7
Engine and pairNaming observations
HawkSoft / Applied Systems / ChatGPTHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / ClaudeHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / PerplexityHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI OverviewsHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI ModeHawkSoft: 3 of 3; Applied Systems: 3 of 3.

HawkSoft / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

HawkSoft: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

HawkSoft and Applied Systems on q8
Engine and pairNaming observations
HawkSoft / Applied Systems / ChatGPTHawkSoft: 0 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / ClaudeHawkSoft: 0 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / PerplexityHawkSoft: 0 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI OverviewsHawkSoft: 0 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI ModeHawkSoft: 0 of 3; Applied Systems: 3 of 3.

HawkSoft / Applied Systems: question q9

What should I look for when choosing an agency management system?

HawkSoft: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

HawkSoft and Applied Systems on q9
Engine and pairNaming observations
HawkSoft / Applied Systems / ChatGPTHawkSoft: 0 of 3; Applied Systems: 0 of 3.
HawkSoft / Applied Systems / ClaudeHawkSoft: 0 of 3; Applied Systems: 0 of 3.
HawkSoft / Applied Systems / PerplexityHawkSoft: 0 of 3; Applied Systems: 0 of 3.
HawkSoft / Applied Systems / Google AI OverviewsHawkSoft: 0 of 3; Applied Systems: 0 of 3.
HawkSoft / Applied Systems / Google AI ModeHawkSoft: 0 of 3; Applied Systems: 0 of 3.

HawkSoft / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

HawkSoft: 11/15; 73.3% (95% CI 48.0 to 89.1). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

HawkSoft and Applied Systems on q10
Engine and pairNaming observations
HawkSoft / Applied Systems / ChatGPTHawkSoft: 2 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / ClaudeHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / PerplexityHawkSoft: 0 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI OverviewsHawkSoft: 3 of 3; Applied Systems: 3 of 3.
HawkSoft / Applied Systems / Google AI ModeHawkSoft: 3 of 3; Applied Systems: 3 of 3.

Read the pair in context

HawkSoft's own-domain citation count is 34 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

NowCerts and Applied Systems

Insurance agency management systems · September 2026

NowCerts and Applied Systems in the observed answers

NowCerts appears in 48 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

NowCerts and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. NowCerts record · Applied Systems record · Insurance agency management systems checked set.

NowCerts beside Applied Systems

NowCerts and Applied Systems totals
MeasureNowCertsApplied Systems
Named48/150; 32.0% (95% CI 25.1 to 39.8)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited7/150; 4.7% (95% CI 2.3 to 9.3)54/150; 36.0% (95% CI 28.8 to 43.9)

NowCerts / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

NowCerts: 8/15; 53.3% (95% CI 30.1 to 75.2). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NowCerts and Applied Systems on q1
Engine and pairNaming observations
NowCerts / Applied Systems / ChatGPTNowCerts: 1 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / ClaudeNowCerts: 3 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / PerplexityNowCerts: 3 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI OverviewsNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI ModeNowCerts: 1 of 3; Applied Systems: 3 of 3.

NowCerts / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

NowCerts: 2/15; 13.3% (95% CI 3.7 to 37.9). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NowCerts and Applied Systems on q2
Engine and pairNaming observations
NowCerts / Applied Systems / ChatGPTNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / ClaudeNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / PerplexityNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI OverviewsNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI ModeNowCerts: 2 of 3; Applied Systems: 3 of 3.

NowCerts / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

NowCerts: 1/15; 6.7% (95% CI 1.2 to 29.8). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

NowCerts and Applied Systems on q3
Engine and pairNaming observations
NowCerts / Applied Systems / ChatGPTNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / ClaudeNowCerts: 0 of 3; Applied Systems: 1 of 3.
NowCerts / Applied Systems / PerplexityNowCerts: 0 of 3; Applied Systems: 0 of 3.
NowCerts / Applied Systems / Google AI OverviewsNowCerts: 0 of 3; Applied Systems: 2 of 3.
NowCerts / Applied Systems / Google AI ModeNowCerts: 1 of 3; Applied Systems: 1 of 3.

NowCerts / Applied Systems: question q4

What are the best alternatives to EZLynx?

NowCerts: 10/15; 66.7% (95% CI 41.7 to 84.8). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NowCerts and Applied Systems on q4
Engine and pairNaming observations
NowCerts / Applied Systems / ChatGPTNowCerts: 1 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / ClaudeNowCerts: 3 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / PerplexityNowCerts: 3 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI OverviewsNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI ModeNowCerts: 3 of 3; Applied Systems: 3 of 3.

NowCerts / Applied Systems: question q5

What are the best alternatives to Applied Epic?

NowCerts: 11/15; 73.3% (95% CI 48.0 to 89.1). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NowCerts and Applied Systems on q5
Engine and pairNaming observations
NowCerts / Applied Systems / ChatGPTNowCerts: 1 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / ClaudeNowCerts: 3 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / PerplexityNowCerts: 3 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI OverviewsNowCerts: 2 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI ModeNowCerts: 2 of 3; Applied Systems: 3 of 3.

NowCerts / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

NowCerts: 3/15; 20.0% (95% CI 7.0 to 45.2). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NowCerts and Applied Systems on q6
Engine and pairNaming observations
NowCerts / Applied Systems / ChatGPTNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / ClaudeNowCerts: 2 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / PerplexityNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI OverviewsNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI ModeNowCerts: 1 of 3; Applied Systems: 3 of 3.

NowCerts / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

NowCerts: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NowCerts and Applied Systems on q7
Engine and pairNaming observations
NowCerts / Applied Systems / ChatGPTNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / ClaudeNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / PerplexityNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI OverviewsNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI ModeNowCerts: 0 of 3; Applied Systems: 3 of 3.

NowCerts / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

NowCerts: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NowCerts and Applied Systems on q8
Engine and pairNaming observations
NowCerts / Applied Systems / ChatGPTNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / ClaudeNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / PerplexityNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI OverviewsNowCerts: 0 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI ModeNowCerts: 0 of 3; Applied Systems: 3 of 3.

NowCerts / Applied Systems: question q9

What should I look for when choosing an agency management system?

NowCerts: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

NowCerts and Applied Systems on q9
Engine and pairNaming observations
NowCerts / Applied Systems / ChatGPTNowCerts: 0 of 3; Applied Systems: 0 of 3.
NowCerts / Applied Systems / ClaudeNowCerts: 0 of 3; Applied Systems: 0 of 3.
NowCerts / Applied Systems / PerplexityNowCerts: 0 of 3; Applied Systems: 0 of 3.
NowCerts / Applied Systems / Google AI OverviewsNowCerts: 0 of 3; Applied Systems: 0 of 3.
NowCerts / Applied Systems / Google AI ModeNowCerts: 0 of 3; Applied Systems: 0 of 3.

NowCerts / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

NowCerts: 13/15; 86.7% (95% CI 62.1 to 96.3). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NowCerts and Applied Systems on q10
Engine and pairNaming observations
NowCerts / Applied Systems / ChatGPTNowCerts: 2 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / ClaudeNowCerts: 3 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / PerplexityNowCerts: 3 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI OverviewsNowCerts: 2 of 3; Applied Systems: 3 of 3.
NowCerts / Applied Systems / Google AI ModeNowCerts: 3 of 3; Applied Systems: 3 of 3.

Read the pair in context

NowCerts's own-domain citation count is 7 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

AgencyZoom and Applied Systems

Insurance agency management systems · September 2026

AgencyZoom and Applied Systems in the observed answers

AgencyZoom appears in 31 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

AgencyZoom and Applied Systems have different naming counts on 8 of 10 buyer questions; their counts match on 2 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. AgencyZoom record · Applied Systems record · Insurance agency management systems checked set.

AgencyZoom beside Applied Systems

AgencyZoom and Applied Systems totals
MeasureAgencyZoomApplied Systems
Named31/150; 20.7% (95% CI 15.0 to 27.8)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited3/150; 2.0% (95% CI 0.7 to 5.7)54/150; 36.0% (95% CI 28.8 to 43.9)

AgencyZoom / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

AgencyZoom: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyZoom and Applied Systems on q1
Engine and pairNaming observations
AgencyZoom / Applied Systems / ChatGPTAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / ClaudeAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / PerplexityAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI OverviewsAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI ModeAgencyZoom: 0 of 3; Applied Systems: 3 of 3.

AgencyZoom / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

AgencyZoom: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyZoom and Applied Systems on q2
Engine and pairNaming observations
AgencyZoom / Applied Systems / ChatGPTAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / ClaudeAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / PerplexityAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI OverviewsAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI ModeAgencyZoom: 0 of 3; Applied Systems: 3 of 3.

AgencyZoom / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

AgencyZoom: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

AgencyZoom and Applied Systems on q3
Engine and pairNaming observations
AgencyZoom / Applied Systems / ChatGPTAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / ClaudeAgencyZoom: 0 of 3; Applied Systems: 1 of 3.
AgencyZoom / Applied Systems / PerplexityAgencyZoom: 0 of 3; Applied Systems: 0 of 3.
AgencyZoom / Applied Systems / Google AI OverviewsAgencyZoom: 0 of 3; Applied Systems: 2 of 3.
AgencyZoom / Applied Systems / Google AI ModeAgencyZoom: 0 of 3; Applied Systems: 1 of 3.

AgencyZoom / Applied Systems: question q4

What are the best alternatives to EZLynx?

AgencyZoom: 7/15; 46.7% (95% CI 24.8 to 69.9). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyZoom and Applied Systems on q4
Engine and pairNaming observations
AgencyZoom / Applied Systems / ChatGPTAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / ClaudeAgencyZoom: 3 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / PerplexityAgencyZoom: 2 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI OverviewsAgencyZoom: 2 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI ModeAgencyZoom: 0 of 3; Applied Systems: 3 of 3.

AgencyZoom / Applied Systems: question q5

What are the best alternatives to Applied Epic?

AgencyZoom: 4/15; 26.7% (95% CI 10.9 to 52.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyZoom and Applied Systems on q5
Engine and pairNaming observations
AgencyZoom / Applied Systems / ChatGPTAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / ClaudeAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / PerplexityAgencyZoom: 1 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI OverviewsAgencyZoom: 1 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI ModeAgencyZoom: 2 of 3; Applied Systems: 3 of 3.

AgencyZoom / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

AgencyZoom: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyZoom and Applied Systems on q6
Engine and pairNaming observations
AgencyZoom / Applied Systems / ChatGPTAgencyZoom: 3 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / ClaudeAgencyZoom: 3 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / PerplexityAgencyZoom: 3 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI OverviewsAgencyZoom: 3 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI ModeAgencyZoom: 3 of 3; Applied Systems: 3 of 3.

AgencyZoom / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

AgencyZoom: 1/15; 6.7% (95% CI 1.2 to 29.8). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyZoom and Applied Systems on q7
Engine and pairNaming observations
AgencyZoom / Applied Systems / ChatGPTAgencyZoom: 1 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / ClaudeAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / PerplexityAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI OverviewsAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI ModeAgencyZoom: 0 of 3; Applied Systems: 3 of 3.

AgencyZoom / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

AgencyZoom: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyZoom and Applied Systems on q8
Engine and pairNaming observations
AgencyZoom / Applied Systems / ChatGPTAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / ClaudeAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / PerplexityAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI OverviewsAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI ModeAgencyZoom: 0 of 3; Applied Systems: 3 of 3.

AgencyZoom / Applied Systems: question q9

What should I look for when choosing an agency management system?

AgencyZoom: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

AgencyZoom and Applied Systems on q9
Engine and pairNaming observations
AgencyZoom / Applied Systems / ChatGPTAgencyZoom: 0 of 3; Applied Systems: 0 of 3.
AgencyZoom / Applied Systems / ClaudeAgencyZoom: 0 of 3; Applied Systems: 0 of 3.
AgencyZoom / Applied Systems / PerplexityAgencyZoom: 0 of 3; Applied Systems: 0 of 3.
AgencyZoom / Applied Systems / Google AI OverviewsAgencyZoom: 0 of 3; Applied Systems: 0 of 3.
AgencyZoom / Applied Systems / Google AI ModeAgencyZoom: 0 of 3; Applied Systems: 0 of 3.

AgencyZoom / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

AgencyZoom: 4/15; 26.7% (95% CI 10.9 to 52.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyZoom and Applied Systems on q10
Engine and pairNaming observations
AgencyZoom / Applied Systems / ChatGPTAgencyZoom: 1 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / ClaudeAgencyZoom: 1 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / PerplexityAgencyZoom: 0 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI OverviewsAgencyZoom: 1 of 3; Applied Systems: 3 of 3.
AgencyZoom / Applied Systems / Google AI ModeAgencyZoom: 1 of 3; Applied Systems: 3 of 3.

Read the pair in context

AgencyZoom's own-domain citation count is 3 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

GloveBox and Applied Systems

Insurance agency management systems · September 2026

GloveBox and Applied Systems in the observed answers

GloveBox appears in 10 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

GloveBox and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. GloveBox record · Applied Systems record · Insurance agency management systems checked set.

GloveBox beside Applied Systems

GloveBox and Applied Systems totals
MeasureGloveBoxApplied Systems
Named10/150; 6.7% (95% CI 3.7 to 11.8)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited1/150; 0.7% (95% CI 0.1 to 3.7)54/150; 36.0% (95% CI 28.8 to 43.9)

GloveBox / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

GloveBox: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

GloveBox and Applied Systems on q1
Engine and pairNaming observations
GloveBox / Applied Systems / ChatGPTGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / ClaudeGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / PerplexityGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI OverviewsGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI ModeGloveBox: 0 of 3; Applied Systems: 3 of 3.

GloveBox / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

GloveBox: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

GloveBox and Applied Systems on q2
Engine and pairNaming observations
GloveBox / Applied Systems / ChatGPTGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / ClaudeGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / PerplexityGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI OverviewsGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI ModeGloveBox: 0 of 3; Applied Systems: 3 of 3.

GloveBox / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

GloveBox: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

GloveBox and Applied Systems on q3
Engine and pairNaming observations
GloveBox / Applied Systems / ChatGPTGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / ClaudeGloveBox: 0 of 3; Applied Systems: 1 of 3.
GloveBox / Applied Systems / PerplexityGloveBox: 0 of 3; Applied Systems: 0 of 3.
GloveBox / Applied Systems / Google AI OverviewsGloveBox: 0 of 3; Applied Systems: 2 of 3.
GloveBox / Applied Systems / Google AI ModeGloveBox: 0 of 3; Applied Systems: 1 of 3.

GloveBox / Applied Systems: question q4

What are the best alternatives to EZLynx?

GloveBox: 1/15; 6.7% (95% CI 1.2 to 29.8). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

GloveBox and Applied Systems on q4
Engine and pairNaming observations
GloveBox / Applied Systems / ChatGPTGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / ClaudeGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / PerplexityGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI OverviewsGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI ModeGloveBox: 1 of 3; Applied Systems: 3 of 3.

GloveBox / Applied Systems: question q5

What are the best alternatives to Applied Epic?

GloveBox: 1/15; 6.7% (95% CI 1.2 to 29.8). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

GloveBox and Applied Systems on q5
Engine and pairNaming observations
GloveBox / Applied Systems / ChatGPTGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / ClaudeGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / PerplexityGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI OverviewsGloveBox: 1 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI ModeGloveBox: 0 of 3; Applied Systems: 3 of 3.

GloveBox / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

GloveBox: 8/15; 53.3% (95% CI 30.1 to 75.2). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

GloveBox and Applied Systems on q6
Engine and pairNaming observations
GloveBox / Applied Systems / ChatGPTGloveBox: 3 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / ClaudeGloveBox: 1 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / PerplexityGloveBox: 2 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI OverviewsGloveBox: 1 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI ModeGloveBox: 1 of 3; Applied Systems: 3 of 3.

GloveBox / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

GloveBox: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

GloveBox and Applied Systems on q7
Engine and pairNaming observations
GloveBox / Applied Systems / ChatGPTGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / ClaudeGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / PerplexityGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI OverviewsGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI ModeGloveBox: 0 of 3; Applied Systems: 3 of 3.

GloveBox / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

GloveBox: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

GloveBox and Applied Systems on q8
Engine and pairNaming observations
GloveBox / Applied Systems / ChatGPTGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / ClaudeGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / PerplexityGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI OverviewsGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI ModeGloveBox: 0 of 3; Applied Systems: 3 of 3.

GloveBox / Applied Systems: question q9

What should I look for when choosing an agency management system?

GloveBox: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

GloveBox and Applied Systems on q9
Engine and pairNaming observations
GloveBox / Applied Systems / ChatGPTGloveBox: 0 of 3; Applied Systems: 0 of 3.
GloveBox / Applied Systems / ClaudeGloveBox: 0 of 3; Applied Systems: 0 of 3.
GloveBox / Applied Systems / PerplexityGloveBox: 0 of 3; Applied Systems: 0 of 3.
GloveBox / Applied Systems / Google AI OverviewsGloveBox: 0 of 3; Applied Systems: 0 of 3.
GloveBox / Applied Systems / Google AI ModeGloveBox: 0 of 3; Applied Systems: 0 of 3.

GloveBox / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

GloveBox: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

GloveBox and Applied Systems on q10
Engine and pairNaming observations
GloveBox / Applied Systems / ChatGPTGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / ClaudeGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / PerplexityGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI OverviewsGloveBox: 0 of 3; Applied Systems: 3 of 3.
GloveBox / Applied Systems / Google AI ModeGloveBox: 0 of 3; Applied Systems: 3 of 3.

Read the pair in context

GloveBox's own-domain citation count is 1 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

AgencyBloc and Applied Systems

Insurance agency management systems · September 2026

AgencyBloc and Applied Systems in the observed answers

AgencyBloc appears in 35 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

AgencyBloc and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. AgencyBloc record · Applied Systems record · Insurance agency management systems checked set.

AgencyBloc beside Applied Systems

AgencyBloc and Applied Systems totals
MeasureAgencyBlocApplied Systems
Named35/150; 23.3% (95% CI 17.3 to 30.7)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited15/150; 10.0% (95% CI 6.2 to 15.8)54/150; 36.0% (95% CI 28.8 to 43.9)

AgencyBloc / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

AgencyBloc: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyBloc and Applied Systems on q1
Engine and pairNaming observations
AgencyBloc / Applied Systems / ChatGPTAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / ClaudeAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / PerplexityAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI OverviewsAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI ModeAgencyBloc: 0 of 3; Applied Systems: 3 of 3.

AgencyBloc / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

AgencyBloc: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyBloc and Applied Systems on q2
Engine and pairNaming observations
AgencyBloc / Applied Systems / ChatGPTAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / ClaudeAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / PerplexityAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI OverviewsAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI ModeAgencyBloc: 0 of 3; Applied Systems: 3 of 3.

AgencyBloc / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

AgencyBloc: 14/15; 93.3% (95% CI 70.2 to 98.8). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

AgencyBloc and Applied Systems on q3
Engine and pairNaming observations
AgencyBloc / Applied Systems / ChatGPTAgencyBloc: 3 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / ClaudeAgencyBloc: 3 of 3; Applied Systems: 1 of 3.
AgencyBloc / Applied Systems / PerplexityAgencyBloc: 3 of 3; Applied Systems: 0 of 3.
AgencyBloc / Applied Systems / Google AI OverviewsAgencyBloc: 2 of 3; Applied Systems: 2 of 3.
AgencyBloc / Applied Systems / Google AI ModeAgencyBloc: 3 of 3; Applied Systems: 1 of 3.

AgencyBloc / Applied Systems: question q4

What are the best alternatives to EZLynx?

AgencyBloc: 3/15; 20.0% (95% CI 7.0 to 45.2). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyBloc and Applied Systems on q4
Engine and pairNaming observations
AgencyBloc / Applied Systems / ChatGPTAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / ClaudeAgencyBloc: 3 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / PerplexityAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI OverviewsAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI ModeAgencyBloc: 0 of 3; Applied Systems: 3 of 3.

AgencyBloc / Applied Systems: question q5

What are the best alternatives to Applied Epic?

AgencyBloc: 6/15; 40.0% (95% CI 19.8 to 64.3). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyBloc and Applied Systems on q5
Engine and pairNaming observations
AgencyBloc / Applied Systems / ChatGPTAgencyBloc: 2 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / ClaudeAgencyBloc: 3 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / PerplexityAgencyBloc: 1 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI OverviewsAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI ModeAgencyBloc: 0 of 3; Applied Systems: 3 of 3.

AgencyBloc / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

AgencyBloc: 12/15; 80.0% (95% CI 54.8 to 93.0). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyBloc and Applied Systems on q6
Engine and pairNaming observations
AgencyBloc / Applied Systems / ChatGPTAgencyBloc: 3 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / ClaudeAgencyBloc: 3 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / PerplexityAgencyBloc: 2 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI OverviewsAgencyBloc: 1 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI ModeAgencyBloc: 3 of 3; Applied Systems: 3 of 3.

AgencyBloc / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

AgencyBloc: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyBloc and Applied Systems on q7
Engine and pairNaming observations
AgencyBloc / Applied Systems / ChatGPTAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / ClaudeAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / PerplexityAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI OverviewsAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI ModeAgencyBloc: 0 of 3; Applied Systems: 3 of 3.

AgencyBloc / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

AgencyBloc: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyBloc and Applied Systems on q8
Engine and pairNaming observations
AgencyBloc / Applied Systems / ChatGPTAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / ClaudeAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / PerplexityAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI OverviewsAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI ModeAgencyBloc: 0 of 3; Applied Systems: 3 of 3.

AgencyBloc / Applied Systems: question q9

What should I look for when choosing an agency management system?

AgencyBloc: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

AgencyBloc and Applied Systems on q9
Engine and pairNaming observations
AgencyBloc / Applied Systems / ChatGPTAgencyBloc: 0 of 3; Applied Systems: 0 of 3.
AgencyBloc / Applied Systems / ClaudeAgencyBloc: 0 of 3; Applied Systems: 0 of 3.
AgencyBloc / Applied Systems / PerplexityAgencyBloc: 0 of 3; Applied Systems: 0 of 3.
AgencyBloc / Applied Systems / Google AI OverviewsAgencyBloc: 0 of 3; Applied Systems: 0 of 3.
AgencyBloc / Applied Systems / Google AI ModeAgencyBloc: 0 of 3; Applied Systems: 0 of 3.

AgencyBloc / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

AgencyBloc: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

AgencyBloc and Applied Systems on q10
Engine and pairNaming observations
AgencyBloc / Applied Systems / ChatGPTAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / ClaudeAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / PerplexityAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI OverviewsAgencyBloc: 0 of 3; Applied Systems: 3 of 3.
AgencyBloc / Applied Systems / Google AI ModeAgencyBloc: 0 of 3; Applied Systems: 3 of 3.

Read the pair in context

AgencyBloc's own-domain citation count is 15 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

SIBRO and Applied Systems

Insurance agency management systems · September 2026

SIBRO and Applied Systems in the observed answers

SIBRO appears in 0 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

SIBRO and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. SIBRO record · Applied Systems record · Insurance agency management systems checked set.

SIBRO beside Applied Systems

SIBRO and Applied Systems totals
MeasureSIBROApplied Systems
Named0/150; 0.0% (95% CI 0.0 to 2.5)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited0/150; 0.0% (95% CI 0.0 to 2.5)54/150; 36.0% (95% CI 28.8 to 43.9)

SIBRO / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

SIBRO: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

SIBRO and Applied Systems on q1
Engine and pairNaming observations
SIBRO / Applied Systems / ChatGPTSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / ClaudeSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / PerplexitySIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI OverviewsSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI ModeSIBRO: 0 of 3; Applied Systems: 3 of 3.

SIBRO / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

SIBRO: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

SIBRO and Applied Systems on q2
Engine and pairNaming observations
SIBRO / Applied Systems / ChatGPTSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / ClaudeSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / PerplexitySIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI OverviewsSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI ModeSIBRO: 0 of 3; Applied Systems: 3 of 3.

SIBRO / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

SIBRO: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

SIBRO and Applied Systems on q3
Engine and pairNaming observations
SIBRO / Applied Systems / ChatGPTSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / ClaudeSIBRO: 0 of 3; Applied Systems: 1 of 3.
SIBRO / Applied Systems / PerplexitySIBRO: 0 of 3; Applied Systems: 0 of 3.
SIBRO / Applied Systems / Google AI OverviewsSIBRO: 0 of 3; Applied Systems: 2 of 3.
SIBRO / Applied Systems / Google AI ModeSIBRO: 0 of 3; Applied Systems: 1 of 3.

SIBRO / Applied Systems: question q4

What are the best alternatives to EZLynx?

SIBRO: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

SIBRO and Applied Systems on q4
Engine and pairNaming observations
SIBRO / Applied Systems / ChatGPTSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / ClaudeSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / PerplexitySIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI OverviewsSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI ModeSIBRO: 0 of 3; Applied Systems: 3 of 3.

SIBRO / Applied Systems: question q5

What are the best alternatives to Applied Epic?

SIBRO: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

SIBRO and Applied Systems on q5
Engine and pairNaming observations
SIBRO / Applied Systems / ChatGPTSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / ClaudeSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / PerplexitySIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI OverviewsSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI ModeSIBRO: 0 of 3; Applied Systems: 3 of 3.

SIBRO / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

SIBRO: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

SIBRO and Applied Systems on q6
Engine and pairNaming observations
SIBRO / Applied Systems / ChatGPTSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / ClaudeSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / PerplexitySIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI OverviewsSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI ModeSIBRO: 0 of 3; Applied Systems: 3 of 3.

SIBRO / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

SIBRO: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

SIBRO and Applied Systems on q7
Engine and pairNaming observations
SIBRO / Applied Systems / ChatGPTSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / ClaudeSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / PerplexitySIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI OverviewsSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI ModeSIBRO: 0 of 3; Applied Systems: 3 of 3.

SIBRO / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

SIBRO: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

SIBRO and Applied Systems on q8
Engine and pairNaming observations
SIBRO / Applied Systems / ChatGPTSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / ClaudeSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / PerplexitySIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI OverviewsSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI ModeSIBRO: 0 of 3; Applied Systems: 3 of 3.

SIBRO / Applied Systems: question q9

What should I look for when choosing an agency management system?

SIBRO: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

SIBRO and Applied Systems on q9
Engine and pairNaming observations
SIBRO / Applied Systems / ChatGPTSIBRO: 0 of 3; Applied Systems: 0 of 3.
SIBRO / Applied Systems / ClaudeSIBRO: 0 of 3; Applied Systems: 0 of 3.
SIBRO / Applied Systems / PerplexitySIBRO: 0 of 3; Applied Systems: 0 of 3.
SIBRO / Applied Systems / Google AI OverviewsSIBRO: 0 of 3; Applied Systems: 0 of 3.
SIBRO / Applied Systems / Google AI ModeSIBRO: 0 of 3; Applied Systems: 0 of 3.

SIBRO / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

SIBRO: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

SIBRO and Applied Systems on q10
Engine and pairNaming observations
SIBRO / Applied Systems / ChatGPTSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / ClaudeSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / PerplexitySIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI OverviewsSIBRO: 0 of 3; Applied Systems: 3 of 3.
SIBRO / Applied Systems / Google AI ModeSIBRO: 0 of 3; Applied Systems: 3 of 3.

Read the pair in context

SIBRO's own-domain citation count is 0 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

Partner XE (SIS) and Applied Systems

Insurance agency management systems · September 2026

Partner XE (SIS) and Applied Systems in the observed answers

Partner XE (SIS) appears in 6 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Partner XE (SIS) and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. Partner XE (SIS) record · Applied Systems record · Insurance agency management systems checked set.

Partner XE (SIS) beside Applied Systems

Partner XE (SIS) and Applied Systems totals
MeasurePartner XE (SIS)Applied Systems
Named6/150; 4.0% (95% CI 1.8 to 8.5)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited0/150; 0.0% (95% CI 0.0 to 2.5)54/150; 36.0% (95% CI 28.8 to 43.9)

Partner XE (SIS) / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

Partner XE (SIS): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Partner XE (SIS) and Applied Systems on q1
Engine and pairNaming observations
Partner XE (SIS) / Applied Systems / ChatGPTPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / ClaudePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / PerplexityPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI OverviewsPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI ModePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.

Partner XE (SIS) / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

Partner XE (SIS): 6/15; 40.0% (95% CI 19.8 to 64.3). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Partner XE (SIS) and Applied Systems on q2
Engine and pairNaming observations
Partner XE (SIS) / Applied Systems / ChatGPTPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / ClaudePartner XE (SIS): 3 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / PerplexityPartner XE (SIS): 3 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI OverviewsPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI ModePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.

Partner XE (SIS) / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

Partner XE (SIS): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

Partner XE (SIS) and Applied Systems on q3
Engine and pairNaming observations
Partner XE (SIS) / Applied Systems / ChatGPTPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / ClaudePartner XE (SIS): 0 of 3; Applied Systems: 1 of 3.
Partner XE (SIS) / Applied Systems / PerplexityPartner XE (SIS): 0 of 3; Applied Systems: 0 of 3.
Partner XE (SIS) / Applied Systems / Google AI OverviewsPartner XE (SIS): 0 of 3; Applied Systems: 2 of 3.
Partner XE (SIS) / Applied Systems / Google AI ModePartner XE (SIS): 0 of 3; Applied Systems: 1 of 3.

Partner XE (SIS) / Applied Systems: question q4

What are the best alternatives to EZLynx?

Partner XE (SIS): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Partner XE (SIS) and Applied Systems on q4
Engine and pairNaming observations
Partner XE (SIS) / Applied Systems / ChatGPTPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / ClaudePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / PerplexityPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI OverviewsPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI ModePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.

Partner XE (SIS) / Applied Systems: question q5

What are the best alternatives to Applied Epic?

Partner XE (SIS): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Partner XE (SIS) and Applied Systems on q5
Engine and pairNaming observations
Partner XE (SIS) / Applied Systems / ChatGPTPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / ClaudePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / PerplexityPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI OverviewsPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI ModePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.

Partner XE (SIS) / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

Partner XE (SIS): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Partner XE (SIS) and Applied Systems on q6
Engine and pairNaming observations
Partner XE (SIS) / Applied Systems / ChatGPTPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / ClaudePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / PerplexityPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI OverviewsPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI ModePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.

Partner XE (SIS) / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

Partner XE (SIS): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Partner XE (SIS) and Applied Systems on q7
Engine and pairNaming observations
Partner XE (SIS) / Applied Systems / ChatGPTPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / ClaudePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / PerplexityPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI OverviewsPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI ModePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.

Partner XE (SIS) / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

Partner XE (SIS): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Partner XE (SIS) and Applied Systems on q8
Engine and pairNaming observations
Partner XE (SIS) / Applied Systems / ChatGPTPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / ClaudePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / PerplexityPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI OverviewsPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI ModePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.

Partner XE (SIS) / Applied Systems: question q9

What should I look for when choosing an agency management system?

Partner XE (SIS): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

Partner XE (SIS) and Applied Systems on q9
Engine and pairNaming observations
Partner XE (SIS) / Applied Systems / ChatGPTPartner XE (SIS): 0 of 3; Applied Systems: 0 of 3.
Partner XE (SIS) / Applied Systems / ClaudePartner XE (SIS): 0 of 3; Applied Systems: 0 of 3.
Partner XE (SIS) / Applied Systems / PerplexityPartner XE (SIS): 0 of 3; Applied Systems: 0 of 3.
Partner XE (SIS) / Applied Systems / Google AI OverviewsPartner XE (SIS): 0 of 3; Applied Systems: 0 of 3.
Partner XE (SIS) / Applied Systems / Google AI ModePartner XE (SIS): 0 of 3; Applied Systems: 0 of 3.

Partner XE (SIS) / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

Partner XE (SIS): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Partner XE (SIS) and Applied Systems on q10
Engine and pairNaming observations
Partner XE (SIS) / Applied Systems / ChatGPTPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / ClaudePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / PerplexityPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI OverviewsPartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.
Partner XE (SIS) / Applied Systems / Google AI ModePartner XE (SIS): 0 of 3; Applied Systems: 3 of 3.

Read the pair in context

Partner XE (SIS)'s own-domain citation count is 0 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

InsuredMine and Applied Systems

Insurance agency management systems · September 2026

InsuredMine and Applied Systems in the observed answers

InsuredMine appears in 13 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

InsuredMine and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. InsuredMine record · Applied Systems record · Insurance agency management systems checked set.

InsuredMine beside Applied Systems

InsuredMine and Applied Systems totals
MeasureInsuredMineApplied Systems
Named13/150; 8.7% (95% CI 5.1 to 14.3)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited8/150; 5.3% (95% CI 2.7 to 10.2)54/150; 36.0% (95% CI 28.8 to 43.9)

InsuredMine / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

InsuredMine: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

InsuredMine and Applied Systems on q1
Engine and pairNaming observations
InsuredMine / Applied Systems / ChatGPTInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / ClaudeInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / PerplexityInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI OverviewsInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI ModeInsuredMine: 0 of 3; Applied Systems: 3 of 3.

InsuredMine / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

InsuredMine: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

InsuredMine and Applied Systems on q2
Engine and pairNaming observations
InsuredMine / Applied Systems / ChatGPTInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / ClaudeInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / PerplexityInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI OverviewsInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI ModeInsuredMine: 0 of 3; Applied Systems: 3 of 3.

InsuredMine / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

InsuredMine: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

InsuredMine and Applied Systems on q3
Engine and pairNaming observations
InsuredMine / Applied Systems / ChatGPTInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / ClaudeInsuredMine: 0 of 3; Applied Systems: 1 of 3.
InsuredMine / Applied Systems / PerplexityInsuredMine: 0 of 3; Applied Systems: 0 of 3.
InsuredMine / Applied Systems / Google AI OverviewsInsuredMine: 0 of 3; Applied Systems: 2 of 3.
InsuredMine / Applied Systems / Google AI ModeInsuredMine: 0 of 3; Applied Systems: 1 of 3.

InsuredMine / Applied Systems: question q4

What are the best alternatives to EZLynx?

InsuredMine: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

InsuredMine and Applied Systems on q4
Engine and pairNaming observations
InsuredMine / Applied Systems / ChatGPTInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / ClaudeInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / PerplexityInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI OverviewsInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI ModeInsuredMine: 0 of 3; Applied Systems: 3 of 3.

InsuredMine / Applied Systems: question q5

What are the best alternatives to Applied Epic?

InsuredMine: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

InsuredMine and Applied Systems on q5
Engine and pairNaming observations
InsuredMine / Applied Systems / ChatGPTInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / ClaudeInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / PerplexityInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI OverviewsInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI ModeInsuredMine: 0 of 3; Applied Systems: 3 of 3.

InsuredMine / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

InsuredMine: 11/15; 73.3% (95% CI 48.0 to 89.1). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

InsuredMine and Applied Systems on q6
Engine and pairNaming observations
InsuredMine / Applied Systems / ChatGPTInsuredMine: 3 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / ClaudeInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / PerplexityInsuredMine: 2 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI OverviewsInsuredMine: 3 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI ModeInsuredMine: 3 of 3; Applied Systems: 3 of 3.

InsuredMine / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

InsuredMine: 1/15; 6.7% (95% CI 1.2 to 29.8). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

InsuredMine and Applied Systems on q7
Engine and pairNaming observations
InsuredMine / Applied Systems / ChatGPTInsuredMine: 1 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / ClaudeInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / PerplexityInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI OverviewsInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI ModeInsuredMine: 0 of 3; Applied Systems: 3 of 3.

InsuredMine / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

InsuredMine: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

InsuredMine and Applied Systems on q8
Engine and pairNaming observations
InsuredMine / Applied Systems / ChatGPTInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / ClaudeInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / PerplexityInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI OverviewsInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI ModeInsuredMine: 0 of 3; Applied Systems: 3 of 3.

InsuredMine / Applied Systems: question q9

What should I look for when choosing an agency management system?

InsuredMine: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

InsuredMine and Applied Systems on q9
Engine and pairNaming observations
InsuredMine / Applied Systems / ChatGPTInsuredMine: 0 of 3; Applied Systems: 0 of 3.
InsuredMine / Applied Systems / ClaudeInsuredMine: 0 of 3; Applied Systems: 0 of 3.
InsuredMine / Applied Systems / PerplexityInsuredMine: 0 of 3; Applied Systems: 0 of 3.
InsuredMine / Applied Systems / Google AI OverviewsInsuredMine: 0 of 3; Applied Systems: 0 of 3.
InsuredMine / Applied Systems / Google AI ModeInsuredMine: 0 of 3; Applied Systems: 0 of 3.

InsuredMine / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

InsuredMine: 1/15; 6.7% (95% CI 1.2 to 29.8). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

InsuredMine and Applied Systems on q10
Engine and pairNaming observations
InsuredMine / Applied Systems / ChatGPTInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / ClaudeInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / PerplexityInsuredMine: 0 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI OverviewsInsuredMine: 1 of 3; Applied Systems: 3 of 3.
InsuredMine / Applied Systems / Google AI ModeInsuredMine: 0 of 3; Applied Systems: 3 of 3.

Read the pair in context

InsuredMine's own-domain citation count is 8 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

NASA (Eclipse) and Applied Systems

Insurance agency management systems · September 2026

NASA (Eclipse) and Applied Systems in the observed answers

NASA (Eclipse) appears in 0 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

NASA (Eclipse) and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. NASA (Eclipse) record · Applied Systems record · Insurance agency management systems checked set.

NASA (Eclipse) beside Applied Systems

NASA (Eclipse) and Applied Systems totals
MeasureNASA (Eclipse)Applied Systems
Named0/150; 0.0% (95% CI 0.0 to 2.5)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited0/150; 0.0% (95% CI 0.0 to 2.5)54/150; 36.0% (95% CI 28.8 to 43.9)

NASA (Eclipse) / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

NASA (Eclipse): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NASA (Eclipse) and Applied Systems on q1
Engine and pairNaming observations
NASA (Eclipse) / Applied Systems / ChatGPTNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / ClaudeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / PerplexityNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI OverviewsNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI ModeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.

NASA (Eclipse) / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

NASA (Eclipse): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NASA (Eclipse) and Applied Systems on q2
Engine and pairNaming observations
NASA (Eclipse) / Applied Systems / ChatGPTNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / ClaudeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / PerplexityNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI OverviewsNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI ModeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.

NASA (Eclipse) / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

NASA (Eclipse): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

NASA (Eclipse) and Applied Systems on q3
Engine and pairNaming observations
NASA (Eclipse) / Applied Systems / ChatGPTNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / ClaudeNASA (Eclipse): 0 of 3; Applied Systems: 1 of 3.
NASA (Eclipse) / Applied Systems / PerplexityNASA (Eclipse): 0 of 3; Applied Systems: 0 of 3.
NASA (Eclipse) / Applied Systems / Google AI OverviewsNASA (Eclipse): 0 of 3; Applied Systems: 2 of 3.
NASA (Eclipse) / Applied Systems / Google AI ModeNASA (Eclipse): 0 of 3; Applied Systems: 1 of 3.

NASA (Eclipse) / Applied Systems: question q4

What are the best alternatives to EZLynx?

NASA (Eclipse): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NASA (Eclipse) and Applied Systems on q4
Engine and pairNaming observations
NASA (Eclipse) / Applied Systems / ChatGPTNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / ClaudeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / PerplexityNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI OverviewsNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI ModeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.

NASA (Eclipse) / Applied Systems: question q5

What are the best alternatives to Applied Epic?

NASA (Eclipse): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NASA (Eclipse) and Applied Systems on q5
Engine and pairNaming observations
NASA (Eclipse) / Applied Systems / ChatGPTNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / ClaudeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / PerplexityNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI OverviewsNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI ModeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.

NASA (Eclipse) / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

NASA (Eclipse): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NASA (Eclipse) and Applied Systems on q6
Engine and pairNaming observations
NASA (Eclipse) / Applied Systems / ChatGPTNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / ClaudeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / PerplexityNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI OverviewsNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI ModeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.

NASA (Eclipse) / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

NASA (Eclipse): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NASA (Eclipse) and Applied Systems on q7
Engine and pairNaming observations
NASA (Eclipse) / Applied Systems / ChatGPTNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / ClaudeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / PerplexityNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI OverviewsNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI ModeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.

NASA (Eclipse) / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

NASA (Eclipse): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NASA (Eclipse) and Applied Systems on q8
Engine and pairNaming observations
NASA (Eclipse) / Applied Systems / ChatGPTNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / ClaudeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / PerplexityNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI OverviewsNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI ModeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.

NASA (Eclipse) / Applied Systems: question q9

What should I look for when choosing an agency management system?

NASA (Eclipse): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

NASA (Eclipse) and Applied Systems on q9
Engine and pairNaming observations
NASA (Eclipse) / Applied Systems / ChatGPTNASA (Eclipse): 0 of 3; Applied Systems: 0 of 3.
NASA (Eclipse) / Applied Systems / ClaudeNASA (Eclipse): 0 of 3; Applied Systems: 0 of 3.
NASA (Eclipse) / Applied Systems / PerplexityNASA (Eclipse): 0 of 3; Applied Systems: 0 of 3.
NASA (Eclipse) / Applied Systems / Google AI OverviewsNASA (Eclipse): 0 of 3; Applied Systems: 0 of 3.
NASA (Eclipse) / Applied Systems / Google AI ModeNASA (Eclipse): 0 of 3; Applied Systems: 0 of 3.

NASA (Eclipse) / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

NASA (Eclipse): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NASA (Eclipse) and Applied Systems on q10
Engine and pairNaming observations
NASA (Eclipse) / Applied Systems / ChatGPTNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / ClaudeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / PerplexityNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI OverviewsNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.
NASA (Eclipse) / Applied Systems / Google AI ModeNASA (Eclipse): 0 of 3; Applied Systems: 3 of 3.

Read the pair in context

NASA (Eclipse)'s own-domain citation count is 0 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

NextAgency and Applied Systems

Insurance agency management systems · September 2026

NextAgency and Applied Systems in the observed answers

NextAgency appears in 22 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

NextAgency and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. NextAgency record · Applied Systems record · Insurance agency management systems checked set.

NextAgency beside Applied Systems

NextAgency and Applied Systems totals
MeasureNextAgencyApplied Systems
Named22/150; 14.7% (95% CI 9.9 to 21.2)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited14/150; 9.3% (95% CI 5.6 to 15.1)54/150; 36.0% (95% CI 28.8 to 43.9)

NextAgency / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

NextAgency: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NextAgency and Applied Systems on q1
Engine and pairNaming observations
NextAgency / Applied Systems / ChatGPTNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / ClaudeNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / PerplexityNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI OverviewsNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI ModeNextAgency: 0 of 3; Applied Systems: 3 of 3.

NextAgency / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

NextAgency: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NextAgency and Applied Systems on q2
Engine and pairNaming observations
NextAgency / Applied Systems / ChatGPTNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / ClaudeNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / PerplexityNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI OverviewsNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI ModeNextAgency: 0 of 3; Applied Systems: 3 of 3.

NextAgency / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

NextAgency: 15/15; 100.0% (95% CI 79.6 to 100.0). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

NextAgency and Applied Systems on q3
Engine and pairNaming observations
NextAgency / Applied Systems / ChatGPTNextAgency: 3 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / ClaudeNextAgency: 3 of 3; Applied Systems: 1 of 3.
NextAgency / Applied Systems / PerplexityNextAgency: 3 of 3; Applied Systems: 0 of 3.
NextAgency / Applied Systems / Google AI OverviewsNextAgency: 3 of 3; Applied Systems: 2 of 3.
NextAgency / Applied Systems / Google AI ModeNextAgency: 3 of 3; Applied Systems: 1 of 3.

NextAgency / Applied Systems: question q4

What are the best alternatives to EZLynx?

NextAgency: 2/15; 13.3% (95% CI 3.7 to 37.9). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NextAgency and Applied Systems on q4
Engine and pairNaming observations
NextAgency / Applied Systems / ChatGPTNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / ClaudeNextAgency: 2 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / PerplexityNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI OverviewsNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI ModeNextAgency: 0 of 3; Applied Systems: 3 of 3.

NextAgency / Applied Systems: question q5

What are the best alternatives to Applied Epic?

NextAgency: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NextAgency and Applied Systems on q5
Engine and pairNaming observations
NextAgency / Applied Systems / ChatGPTNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / ClaudeNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / PerplexityNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI OverviewsNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI ModeNextAgency: 0 of 3; Applied Systems: 3 of 3.

NextAgency / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

NextAgency: 5/15; 33.3% (95% CI 15.2 to 58.3). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NextAgency and Applied Systems on q6
Engine and pairNaming observations
NextAgency / Applied Systems / ChatGPTNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / ClaudeNextAgency: 3 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / PerplexityNextAgency: 2 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI OverviewsNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI ModeNextAgency: 0 of 3; Applied Systems: 3 of 3.

NextAgency / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

NextAgency: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NextAgency and Applied Systems on q7
Engine and pairNaming observations
NextAgency / Applied Systems / ChatGPTNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / ClaudeNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / PerplexityNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI OverviewsNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI ModeNextAgency: 0 of 3; Applied Systems: 3 of 3.

NextAgency / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

NextAgency: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NextAgency and Applied Systems on q8
Engine and pairNaming observations
NextAgency / Applied Systems / ChatGPTNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / ClaudeNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / PerplexityNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI OverviewsNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI ModeNextAgency: 0 of 3; Applied Systems: 3 of 3.

NextAgency / Applied Systems: question q9

What should I look for when choosing an agency management system?

NextAgency: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

NextAgency and Applied Systems on q9
Engine and pairNaming observations
NextAgency / Applied Systems / ChatGPTNextAgency: 0 of 3; Applied Systems: 0 of 3.
NextAgency / Applied Systems / ClaudeNextAgency: 0 of 3; Applied Systems: 0 of 3.
NextAgency / Applied Systems / PerplexityNextAgency: 0 of 3; Applied Systems: 0 of 3.
NextAgency / Applied Systems / Google AI OverviewsNextAgency: 0 of 3; Applied Systems: 0 of 3.
NextAgency / Applied Systems / Google AI ModeNextAgency: 0 of 3; Applied Systems: 0 of 3.

NextAgency / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

NextAgency: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

NextAgency and Applied Systems on q10
Engine and pairNaming observations
NextAgency / Applied Systems / ChatGPTNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / ClaudeNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / PerplexityNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI OverviewsNextAgency: 0 of 3; Applied Systems: 3 of 3.
NextAgency / Applied Systems / Google AI ModeNextAgency: 0 of 3; Applied Systems: 3 of 3.

Read the pair in context

NextAgency's own-domain citation count is 14 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

Ebix (SmartOffice) and Applied Systems

Insurance agency management systems · September 2026

Ebix (SmartOffice) and Applied Systems in the observed answers

Ebix (SmartOffice) appears in 3 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Ebix (SmartOffice) and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. Ebix (SmartOffice) record · Applied Systems record · Insurance agency management systems checked set.

Ebix (SmartOffice) beside Applied Systems

Ebix (SmartOffice) and Applied Systems totals
MeasureEbix (SmartOffice)Applied Systems
Named3/150; 2.0% (95% CI 0.7 to 5.7)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited0/150; 0.0% (95% CI 0.0 to 2.5)54/150; 36.0% (95% CI 28.8 to 43.9)

Ebix (SmartOffice) / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

Ebix (SmartOffice): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Ebix (SmartOffice) and Applied Systems on q1
Engine and pairNaming observations
Ebix (SmartOffice) / Applied Systems / ChatGPTEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / ClaudeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / PerplexityEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI OverviewsEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI ModeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.

Ebix (SmartOffice) / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

Ebix (SmartOffice): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Ebix (SmartOffice) and Applied Systems on q2
Engine and pairNaming observations
Ebix (SmartOffice) / Applied Systems / ChatGPTEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / ClaudeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / PerplexityEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI OverviewsEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI ModeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.

Ebix (SmartOffice) / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

Ebix (SmartOffice): 3/15; 20.0% (95% CI 7.0 to 45.2). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

Ebix (SmartOffice) and Applied Systems on q3
Engine and pairNaming observations
Ebix (SmartOffice) / Applied Systems / ChatGPTEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / ClaudeEbix (SmartOffice): 3 of 3; Applied Systems: 1 of 3.
Ebix (SmartOffice) / Applied Systems / PerplexityEbix (SmartOffice): 0 of 3; Applied Systems: 0 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI OverviewsEbix (SmartOffice): 0 of 3; Applied Systems: 2 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI ModeEbix (SmartOffice): 0 of 3; Applied Systems: 1 of 3.

Ebix (SmartOffice) / Applied Systems: question q4

What are the best alternatives to EZLynx?

Ebix (SmartOffice): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Ebix (SmartOffice) and Applied Systems on q4
Engine and pairNaming observations
Ebix (SmartOffice) / Applied Systems / ChatGPTEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / ClaudeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / PerplexityEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI OverviewsEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI ModeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.

Ebix (SmartOffice) / Applied Systems: question q5

What are the best alternatives to Applied Epic?

Ebix (SmartOffice): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Ebix (SmartOffice) and Applied Systems on q5
Engine and pairNaming observations
Ebix (SmartOffice) / Applied Systems / ChatGPTEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / ClaudeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / PerplexityEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI OverviewsEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI ModeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.

Ebix (SmartOffice) / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

Ebix (SmartOffice): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Ebix (SmartOffice) and Applied Systems on q6
Engine and pairNaming observations
Ebix (SmartOffice) / Applied Systems / ChatGPTEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / ClaudeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / PerplexityEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI OverviewsEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI ModeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.

Ebix (SmartOffice) / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

Ebix (SmartOffice): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Ebix (SmartOffice) and Applied Systems on q7
Engine and pairNaming observations
Ebix (SmartOffice) / Applied Systems / ChatGPTEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / ClaudeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / PerplexityEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI OverviewsEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI ModeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.

Ebix (SmartOffice) / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

Ebix (SmartOffice): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Ebix (SmartOffice) and Applied Systems on q8
Engine and pairNaming observations
Ebix (SmartOffice) / Applied Systems / ChatGPTEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / ClaudeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / PerplexityEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI OverviewsEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI ModeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.

Ebix (SmartOffice) / Applied Systems: question q9

What should I look for when choosing an agency management system?

Ebix (SmartOffice): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

Ebix (SmartOffice) and Applied Systems on q9
Engine and pairNaming observations
Ebix (SmartOffice) / Applied Systems / ChatGPTEbix (SmartOffice): 0 of 3; Applied Systems: 0 of 3.
Ebix (SmartOffice) / Applied Systems / ClaudeEbix (SmartOffice): 0 of 3; Applied Systems: 0 of 3.
Ebix (SmartOffice) / Applied Systems / PerplexityEbix (SmartOffice): 0 of 3; Applied Systems: 0 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI OverviewsEbix (SmartOffice): 0 of 3; Applied Systems: 0 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI ModeEbix (SmartOffice): 0 of 3; Applied Systems: 0 of 3.

Ebix (SmartOffice) / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

Ebix (SmartOffice): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Ebix (SmartOffice) and Applied Systems on q10
Engine and pairNaming observations
Ebix (SmartOffice) / Applied Systems / ChatGPTEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / ClaudeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / PerplexityEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI OverviewsEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.
Ebix (SmartOffice) / Applied Systems / Google AI ModeEbix (SmartOffice): 0 of 3; Applied Systems: 3 of 3.

Read the pair in context

Ebix (SmartOffice)'s own-domain citation count is 0 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

Agency Systems (Newton) and Applied Systems

Insurance agency management systems · September 2026

Agency Systems (Newton) and Applied Systems in the observed answers

Agency Systems (Newton) appears in 0 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Agency Systems (Newton) and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. Agency Systems (Newton) record · Applied Systems record · Insurance agency management systems checked set.

Agency Systems (Newton) beside Applied Systems

Agency Systems (Newton) and Applied Systems totals
MeasureAgency Systems (Newton)Applied Systems
Named0/150; 0.0% (95% CI 0.0 to 2.5)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited0/150; 0.0% (95% CI 0.0 to 2.5)54/150; 36.0% (95% CI 28.8 to 43.9)

Agency Systems (Newton) / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

Agency Systems (Newton): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Agency Systems (Newton) and Applied Systems on q1
Engine and pairNaming observations
Agency Systems (Newton) / Applied Systems / ChatGPTAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / ClaudeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / PerplexityAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI OverviewsAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI ModeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.

Agency Systems (Newton) / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

Agency Systems (Newton): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Agency Systems (Newton) and Applied Systems on q2
Engine and pairNaming observations
Agency Systems (Newton) / Applied Systems / ChatGPTAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / ClaudeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / PerplexityAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI OverviewsAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI ModeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.

Agency Systems (Newton) / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

Agency Systems (Newton): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

Agency Systems (Newton) and Applied Systems on q3
Engine and pairNaming observations
Agency Systems (Newton) / Applied Systems / ChatGPTAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / ClaudeAgency Systems (Newton): 0 of 3; Applied Systems: 1 of 3.
Agency Systems (Newton) / Applied Systems / PerplexityAgency Systems (Newton): 0 of 3; Applied Systems: 0 of 3.
Agency Systems (Newton) / Applied Systems / Google AI OverviewsAgency Systems (Newton): 0 of 3; Applied Systems: 2 of 3.
Agency Systems (Newton) / Applied Systems / Google AI ModeAgency Systems (Newton): 0 of 3; Applied Systems: 1 of 3.

Agency Systems (Newton) / Applied Systems: question q4

What are the best alternatives to EZLynx?

Agency Systems (Newton): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Agency Systems (Newton) and Applied Systems on q4
Engine and pairNaming observations
Agency Systems (Newton) / Applied Systems / ChatGPTAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / ClaudeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / PerplexityAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI OverviewsAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI ModeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.

Agency Systems (Newton) / Applied Systems: question q5

What are the best alternatives to Applied Epic?

Agency Systems (Newton): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Agency Systems (Newton) and Applied Systems on q5
Engine and pairNaming observations
Agency Systems (Newton) / Applied Systems / ChatGPTAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / ClaudeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / PerplexityAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI OverviewsAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI ModeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.

Agency Systems (Newton) / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

Agency Systems (Newton): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Agency Systems (Newton) and Applied Systems on q6
Engine and pairNaming observations
Agency Systems (Newton) / Applied Systems / ChatGPTAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / ClaudeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / PerplexityAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI OverviewsAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI ModeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.

Agency Systems (Newton) / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

Agency Systems (Newton): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Agency Systems (Newton) and Applied Systems on q7
Engine and pairNaming observations
Agency Systems (Newton) / Applied Systems / ChatGPTAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / ClaudeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / PerplexityAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI OverviewsAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI ModeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.

Agency Systems (Newton) / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

Agency Systems (Newton): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Agency Systems (Newton) and Applied Systems on q8
Engine and pairNaming observations
Agency Systems (Newton) / Applied Systems / ChatGPTAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / ClaudeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / PerplexityAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI OverviewsAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI ModeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.

Agency Systems (Newton) / Applied Systems: question q9

What should I look for when choosing an agency management system?

Agency Systems (Newton): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

Agency Systems (Newton) and Applied Systems on q9
Engine and pairNaming observations
Agency Systems (Newton) / Applied Systems / ChatGPTAgency Systems (Newton): 0 of 3; Applied Systems: 0 of 3.
Agency Systems (Newton) / Applied Systems / ClaudeAgency Systems (Newton): 0 of 3; Applied Systems: 0 of 3.
Agency Systems (Newton) / Applied Systems / PerplexityAgency Systems (Newton): 0 of 3; Applied Systems: 0 of 3.
Agency Systems (Newton) / Applied Systems / Google AI OverviewsAgency Systems (Newton): 0 of 3; Applied Systems: 0 of 3.
Agency Systems (Newton) / Applied Systems / Google AI ModeAgency Systems (Newton): 0 of 3; Applied Systems: 0 of 3.

Agency Systems (Newton) / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

Agency Systems (Newton): 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Agency Systems (Newton) and Applied Systems on q10
Engine and pairNaming observations
Agency Systems (Newton) / Applied Systems / ChatGPTAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / ClaudeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / PerplexityAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI OverviewsAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.
Agency Systems (Newton) / Applied Systems / Google AI ModeAgency Systems (Newton): 0 of 3; Applied Systems: 3 of 3.

Read the pair in context

Agency Systems (Newton)'s own-domain citation count is 0 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

Zywave and Applied Systems

Insurance agency management systems · September 2026

Zywave and Applied Systems in the observed answers

Zywave appears in 10 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Zywave and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. Zywave record · Applied Systems record · Insurance agency management systems checked set.

Zywave beside Applied Systems

Zywave and Applied Systems totals
MeasureZywaveApplied Systems
Named10/150; 6.7% (95% CI 3.7 to 11.8)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited3/150; 2.0% (95% CI 0.7 to 5.7)54/150; 36.0% (95% CI 28.8 to 43.9)

Zywave / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

Zywave: 1/15; 6.7% (95% CI 1.2 to 29.8). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Zywave and Applied Systems on q1
Engine and pairNaming observations
Zywave / Applied Systems / ChatGPTZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / ClaudeZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / PerplexityZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI OverviewsZywave: 1 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI ModeZywave: 0 of 3; Applied Systems: 3 of 3.

Zywave / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

Zywave: 6/15; 40.0% (95% CI 19.8 to 64.3). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Zywave and Applied Systems on q2
Engine and pairNaming observations
Zywave / Applied Systems / ChatGPTZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / ClaudeZywave: 3 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / PerplexityZywave: 3 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI OverviewsZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI ModeZywave: 0 of 3; Applied Systems: 3 of 3.

Zywave / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

Zywave: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

Zywave and Applied Systems on q3
Engine and pairNaming observations
Zywave / Applied Systems / ChatGPTZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / ClaudeZywave: 0 of 3; Applied Systems: 1 of 3.
Zywave / Applied Systems / PerplexityZywave: 0 of 3; Applied Systems: 0 of 3.
Zywave / Applied Systems / Google AI OverviewsZywave: 0 of 3; Applied Systems: 2 of 3.
Zywave / Applied Systems / Google AI ModeZywave: 0 of 3; Applied Systems: 1 of 3.

Zywave / Applied Systems: question q4

What are the best alternatives to EZLynx?

Zywave: 2/15; 13.3% (95% CI 3.7 to 37.9). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Zywave and Applied Systems on q4
Engine and pairNaming observations
Zywave / Applied Systems / ChatGPTZywave: 1 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / ClaudeZywave: 1 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / PerplexityZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI OverviewsZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI ModeZywave: 0 of 3; Applied Systems: 3 of 3.

Zywave / Applied Systems: question q5

What are the best alternatives to Applied Epic?

Zywave: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Zywave and Applied Systems on q5
Engine and pairNaming observations
Zywave / Applied Systems / ChatGPTZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / ClaudeZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / PerplexityZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI OverviewsZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI ModeZywave: 0 of 3; Applied Systems: 3 of 3.

Zywave / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

Zywave: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Zywave and Applied Systems on q6
Engine and pairNaming observations
Zywave / Applied Systems / ChatGPTZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / ClaudeZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / PerplexityZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI OverviewsZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI ModeZywave: 0 of 3; Applied Systems: 3 of 3.

Zywave / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

Zywave: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Zywave and Applied Systems on q7
Engine and pairNaming observations
Zywave / Applied Systems / ChatGPTZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / ClaudeZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / PerplexityZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI OverviewsZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI ModeZywave: 0 of 3; Applied Systems: 3 of 3.

Zywave / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

Zywave: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Zywave and Applied Systems on q8
Engine and pairNaming observations
Zywave / Applied Systems / ChatGPTZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / ClaudeZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / PerplexityZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI OverviewsZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI ModeZywave: 0 of 3; Applied Systems: 3 of 3.

Zywave / Applied Systems: question q9

What should I look for when choosing an agency management system?

Zywave: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

Zywave and Applied Systems on q9
Engine and pairNaming observations
Zywave / Applied Systems / ChatGPTZywave: 0 of 3; Applied Systems: 0 of 3.
Zywave / Applied Systems / ClaudeZywave: 0 of 3; Applied Systems: 0 of 3.
Zywave / Applied Systems / PerplexityZywave: 0 of 3; Applied Systems: 0 of 3.
Zywave / Applied Systems / Google AI OverviewsZywave: 0 of 3; Applied Systems: 0 of 3.
Zywave / Applied Systems / Google AI ModeZywave: 0 of 3; Applied Systems: 0 of 3.

Zywave / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

Zywave: 1/15; 6.7% (95% CI 1.2 to 29.8). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Zywave and Applied Systems on q10
Engine and pairNaming observations
Zywave / Applied Systems / ChatGPTZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / ClaudeZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / PerplexityZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI OverviewsZywave: 0 of 3; Applied Systems: 3 of 3.
Zywave / Applied Systems / Google AI ModeZywave: 1 of 3; Applied Systems: 3 of 3.

Read the pair in context

Zywave's own-domain citation count is 3 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

Quikfuzion and Applied Systems

Insurance agency management systems · September 2026

Quikfuzion and Applied Systems in the observed answers

Quikfuzion appears in 0 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Quikfuzion and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. Quikfuzion record · Applied Systems record · Insurance agency management systems checked set.

Quikfuzion beside Applied Systems

Quikfuzion and Applied Systems totals
MeasureQuikfuzionApplied Systems
Named0/150; 0.0% (95% CI 0.0 to 2.5)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited0/150; 0.0% (95% CI 0.0 to 2.5)54/150; 36.0% (95% CI 28.8 to 43.9)

Quikfuzion / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

Quikfuzion: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Quikfuzion and Applied Systems on q1
Engine and pairNaming observations
Quikfuzion / Applied Systems / ChatGPTQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / ClaudeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / PerplexityQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI OverviewsQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI ModeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.

Quikfuzion / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

Quikfuzion: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Quikfuzion and Applied Systems on q2
Engine and pairNaming observations
Quikfuzion / Applied Systems / ChatGPTQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / ClaudeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / PerplexityQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI OverviewsQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI ModeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.

Quikfuzion / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

Quikfuzion: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

Quikfuzion and Applied Systems on q3
Engine and pairNaming observations
Quikfuzion / Applied Systems / ChatGPTQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / ClaudeQuikfuzion: 0 of 3; Applied Systems: 1 of 3.
Quikfuzion / Applied Systems / PerplexityQuikfuzion: 0 of 3; Applied Systems: 0 of 3.
Quikfuzion / Applied Systems / Google AI OverviewsQuikfuzion: 0 of 3; Applied Systems: 2 of 3.
Quikfuzion / Applied Systems / Google AI ModeQuikfuzion: 0 of 3; Applied Systems: 1 of 3.

Quikfuzion / Applied Systems: question q4

What are the best alternatives to EZLynx?

Quikfuzion: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Quikfuzion and Applied Systems on q4
Engine and pairNaming observations
Quikfuzion / Applied Systems / ChatGPTQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / ClaudeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / PerplexityQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI OverviewsQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI ModeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.

Quikfuzion / Applied Systems: question q5

What are the best alternatives to Applied Epic?

Quikfuzion: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Quikfuzion and Applied Systems on q5
Engine and pairNaming observations
Quikfuzion / Applied Systems / ChatGPTQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / ClaudeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / PerplexityQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI OverviewsQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI ModeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.

Quikfuzion / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

Quikfuzion: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Quikfuzion and Applied Systems on q6
Engine and pairNaming observations
Quikfuzion / Applied Systems / ChatGPTQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / ClaudeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / PerplexityQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI OverviewsQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI ModeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.

Quikfuzion / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

Quikfuzion: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Quikfuzion and Applied Systems on q7
Engine and pairNaming observations
Quikfuzion / Applied Systems / ChatGPTQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / ClaudeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / PerplexityQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI OverviewsQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI ModeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.

Quikfuzion / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

Quikfuzion: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Quikfuzion and Applied Systems on q8
Engine and pairNaming observations
Quikfuzion / Applied Systems / ChatGPTQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / ClaudeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / PerplexityQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI OverviewsQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI ModeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.

Quikfuzion / Applied Systems: question q9

What should I look for when choosing an agency management system?

Quikfuzion: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

Quikfuzion and Applied Systems on q9
Engine and pairNaming observations
Quikfuzion / Applied Systems / ChatGPTQuikfuzion: 0 of 3; Applied Systems: 0 of 3.
Quikfuzion / Applied Systems / ClaudeQuikfuzion: 0 of 3; Applied Systems: 0 of 3.
Quikfuzion / Applied Systems / PerplexityQuikfuzion: 0 of 3; Applied Systems: 0 of 3.
Quikfuzion / Applied Systems / Google AI OverviewsQuikfuzion: 0 of 3; Applied Systems: 0 of 3.
Quikfuzion / Applied Systems / Google AI ModeQuikfuzion: 0 of 3; Applied Systems: 0 of 3.

Quikfuzion / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

Quikfuzion: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Quikfuzion and Applied Systems on q10
Engine and pairNaming observations
Quikfuzion / Applied Systems / ChatGPTQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / ClaudeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / PerplexityQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI OverviewsQuikfuzion: 0 of 3; Applied Systems: 3 of 3.
Quikfuzion / Applied Systems / Google AI ModeQuikfuzion: 0 of 3; Applied Systems: 3 of 3.

Read the pair in context

Quikfuzion's own-domain citation count is 0 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

Dyad and Applied Systems

Insurance agency management systems · September 2026

Dyad and Applied Systems in the observed answers

Dyad appears in 0 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Dyad and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. Dyad record · Applied Systems record · Insurance agency management systems checked set.

Dyad beside Applied Systems

Dyad and Applied Systems totals
MeasureDyadApplied Systems
Named0/150; 0.0% (95% CI 0.0 to 2.5)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited0/150; 0.0% (95% CI 0.0 to 2.5)54/150; 36.0% (95% CI 28.8 to 43.9)

Dyad / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

Dyad: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Dyad and Applied Systems on q1
Engine and pairNaming observations
Dyad / Applied Systems / ChatGPTDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / ClaudeDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / PerplexityDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI OverviewsDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI ModeDyad: 0 of 3; Applied Systems: 3 of 3.

Dyad / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

Dyad: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Dyad and Applied Systems on q2
Engine and pairNaming observations
Dyad / Applied Systems / ChatGPTDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / ClaudeDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / PerplexityDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI OverviewsDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI ModeDyad: 0 of 3; Applied Systems: 3 of 3.

Dyad / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

Dyad: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

Dyad and Applied Systems on q3
Engine and pairNaming observations
Dyad / Applied Systems / ChatGPTDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / ClaudeDyad: 0 of 3; Applied Systems: 1 of 3.
Dyad / Applied Systems / PerplexityDyad: 0 of 3; Applied Systems: 0 of 3.
Dyad / Applied Systems / Google AI OverviewsDyad: 0 of 3; Applied Systems: 2 of 3.
Dyad / Applied Systems / Google AI ModeDyad: 0 of 3; Applied Systems: 1 of 3.

Dyad / Applied Systems: question q4

What are the best alternatives to EZLynx?

Dyad: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Dyad and Applied Systems on q4
Engine and pairNaming observations
Dyad / Applied Systems / ChatGPTDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / ClaudeDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / PerplexityDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI OverviewsDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI ModeDyad: 0 of 3; Applied Systems: 3 of 3.

Dyad / Applied Systems: question q5

What are the best alternatives to Applied Epic?

Dyad: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Dyad and Applied Systems on q5
Engine and pairNaming observations
Dyad / Applied Systems / ChatGPTDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / ClaudeDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / PerplexityDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI OverviewsDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI ModeDyad: 0 of 3; Applied Systems: 3 of 3.

Dyad / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

Dyad: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Dyad and Applied Systems on q6
Engine and pairNaming observations
Dyad / Applied Systems / ChatGPTDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / ClaudeDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / PerplexityDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI OverviewsDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI ModeDyad: 0 of 3; Applied Systems: 3 of 3.

Dyad / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

Dyad: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Dyad and Applied Systems on q7
Engine and pairNaming observations
Dyad / Applied Systems / ChatGPTDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / ClaudeDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / PerplexityDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI OverviewsDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI ModeDyad: 0 of 3; Applied Systems: 3 of 3.

Dyad / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

Dyad: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Dyad and Applied Systems on q8
Engine and pairNaming observations
Dyad / Applied Systems / ChatGPTDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / ClaudeDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / PerplexityDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI OverviewsDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI ModeDyad: 0 of 3; Applied Systems: 3 of 3.

Dyad / Applied Systems: question q9

What should I look for when choosing an agency management system?

Dyad: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

Dyad and Applied Systems on q9
Engine and pairNaming observations
Dyad / Applied Systems / ChatGPTDyad: 0 of 3; Applied Systems: 0 of 3.
Dyad / Applied Systems / ClaudeDyad: 0 of 3; Applied Systems: 0 of 3.
Dyad / Applied Systems / PerplexityDyad: 0 of 3; Applied Systems: 0 of 3.
Dyad / Applied Systems / Google AI OverviewsDyad: 0 of 3; Applied Systems: 0 of 3.
Dyad / Applied Systems / Google AI ModeDyad: 0 of 3; Applied Systems: 0 of 3.

Dyad / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

Dyad: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

Dyad and Applied Systems on q10
Engine and pairNaming observations
Dyad / Applied Systems / ChatGPTDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / ClaudeDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / PerplexityDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI OverviewsDyad: 0 of 3; Applied Systems: 3 of 3.
Dyad / Applied Systems / Google AI ModeDyad: 0 of 3; Applied Systems: 3 of 3.

Read the pair in context

Dyad's own-domain citation count is 0 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

BindHQ and Applied Systems

Insurance agency management systems · September 2026

BindHQ and Applied Systems in the observed answers

BindHQ appears in 1 of 150 answers about insurance agency management systems; Applied Systems appears in 127 of 150.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

BindHQ and Applied Systems have different naming counts on 9 of 10 buyer questions; their counts match on 1 of 10. The question and engine breakdowns below describe this pair. They do not test either product.

Captured 2026-09-22. BindHQ record · Applied Systems record · Insurance agency management systems checked set.

BindHQ beside Applied Systems

BindHQ and Applied Systems totals
MeasureBindHQApplied Systems
Named1/150; 0.7% (95% CI 0.1 to 3.7)127/150; 84.7% (95% CI 78.0 to 89.6)
Own domain cited0/150; 0.0% (95% CI 0.0 to 2.5)54/150; 36.0% (95% CI 28.8 to 43.9)

BindHQ / Applied Systems: question q1

What is the best agency management system for a small independent P&C agency?

BindHQ: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

BindHQ and Applied Systems on q1
Engine and pairNaming observations
BindHQ / Applied Systems / ChatGPTBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / ClaudeBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / PerplexityBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI OverviewsBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI ModeBindHQ: 0 of 3; Applied Systems: 3 of 3.

BindHQ / Applied Systems: question q2

What is the best agency management system for a growing commercial lines brokerage?

BindHQ: 1/15; 6.7% (95% CI 1.2 to 29.8). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

BindHQ and Applied Systems on q2
Engine and pairNaming observations
BindHQ / Applied Systems / ChatGPTBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / ClaudeBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / PerplexityBindHQ: 1 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI OverviewsBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI ModeBindHQ: 0 of 3; Applied Systems: 3 of 3.

BindHQ / Applied Systems: question q3

What is the best agency management system for a life and health benefits agency?

BindHQ: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 7/15; 46.7% (95% CI 24.8 to 69.9).

BindHQ and Applied Systems on q3
Engine and pairNaming observations
BindHQ / Applied Systems / ChatGPTBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / ClaudeBindHQ: 0 of 3; Applied Systems: 1 of 3.
BindHQ / Applied Systems / PerplexityBindHQ: 0 of 3; Applied Systems: 0 of 3.
BindHQ / Applied Systems / Google AI OverviewsBindHQ: 0 of 3; Applied Systems: 2 of 3.
BindHQ / Applied Systems / Google AI ModeBindHQ: 0 of 3; Applied Systems: 1 of 3.

BindHQ / Applied Systems: question q4

What are the best alternatives to EZLynx?

BindHQ: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

BindHQ and Applied Systems on q4
Engine and pairNaming observations
BindHQ / Applied Systems / ChatGPTBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / ClaudeBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / PerplexityBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI OverviewsBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI ModeBindHQ: 0 of 3; Applied Systems: 3 of 3.

BindHQ / Applied Systems: question q5

What are the best alternatives to Applied Epic?

BindHQ: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

BindHQ and Applied Systems on q5
Engine and pairNaming observations
BindHQ / Applied Systems / ChatGPTBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / ClaudeBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / PerplexityBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI OverviewsBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI ModeBindHQ: 0 of 3; Applied Systems: 3 of 3.

BindHQ / Applied Systems: question q6

What are the best alternatives to AgencyZoom?

BindHQ: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

BindHQ and Applied Systems on q6
Engine and pairNaming observations
BindHQ / Applied Systems / ChatGPTBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / ClaudeBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / PerplexityBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI OverviewsBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI ModeBindHQ: 0 of 3; Applied Systems: 3 of 3.

BindHQ / Applied Systems: question q7

HawkSoft vs EZLynx: which agency management system is better?

BindHQ: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

BindHQ and Applied Systems on q7
Engine and pairNaming observations
BindHQ / Applied Systems / ChatGPTBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / ClaudeBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / PerplexityBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI OverviewsBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI ModeBindHQ: 0 of 3; Applied Systems: 3 of 3.

BindHQ / Applied Systems: question q8

Applied Epic vs EZLynx: which one is worth the price?

BindHQ: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

BindHQ and Applied Systems on q8
Engine and pairNaming observations
BindHQ / Applied Systems / ChatGPTBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / ClaudeBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / PerplexityBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI OverviewsBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI ModeBindHQ: 0 of 3; Applied Systems: 3 of 3.

BindHQ / Applied Systems: question q9

What should I look for when choosing an agency management system?

BindHQ: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 0/15; 0.0% (95% CI 0.0 to 20.4).

BindHQ and Applied Systems on q9
Engine and pairNaming observations
BindHQ / Applied Systems / ChatGPTBindHQ: 0 of 3; Applied Systems: 0 of 3.
BindHQ / Applied Systems / ClaudeBindHQ: 0 of 3; Applied Systems: 0 of 3.
BindHQ / Applied Systems / PerplexityBindHQ: 0 of 3; Applied Systems: 0 of 3.
BindHQ / Applied Systems / Google AI OverviewsBindHQ: 0 of 3; Applied Systems: 0 of 3.
BindHQ / Applied Systems / Google AI ModeBindHQ: 0 of 3; Applied Systems: 0 of 3.

BindHQ / Applied Systems: question q10

Which AMS should a new scratch agency with two producers start with?

BindHQ: 0/15; 0.0% (95% CI 0.0 to 20.4). Applied Systems: 15/15; 100.0% (95% CI 79.6 to 100.0).

BindHQ and Applied Systems on q10
Engine and pairNaming observations
BindHQ / Applied Systems / ChatGPTBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / ClaudeBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / PerplexityBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI OverviewsBindHQ: 0 of 3; Applied Systems: 3 of 3.
BindHQ / Applied Systems / Google AI ModeBindHQ: 0 of 3; Applied Systems: 3 of 3.

Read the pair in context

BindHQ's own-domain citation count is 0 of 150; Applied Systems's is 54 of 150. Naming and citation are different observations. Counts sharing an answer base can co-occur, so subtracting them does not give the number of answers naming one alone.

Cited sources for Insurance agency management systems · Exact Insurance agency management systems buyer questions. Full answer evidence is in the dated deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

EZLynx alternatives

Insurance agency management systems · captured 2026-09-22

When the question asks for EZLynx alternatives

EZLynx alternatives: 9 other checked vendors were named across 15 valid answers.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Exact wording: What are the best alternatives to EZLynx?.

EZLynx remained in 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

9 of 19 checked vendors were never named for this exact question. That observation applies to 15 valid answers, rather than to all future answers.

Question record for EZLynx · Insurance agency management systems checked set.

EZLynx alternatives: Applied Systems

Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

EZLynx alternatives naming Applied Systems
Engine, subject, and vendorValid answers naming this vendor
EZLynx / Applied Systems / ChatGPTApplied Systems named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / Applied Systems / ClaudeApplied Systems named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / Applied Systems / PerplexityApplied Systems named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / Applied Systems / Google AI OverviewsApplied Systems named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / Applied Systems / Google AI ModeApplied Systems named in 3 of 3 valid EZLynx-alternatives answers.

Applied Systems across the category questions.

EZLynx alternatives: EZLynx

EZLynx: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

EZLynx alternatives naming EZLynx
Engine, subject, and vendorValid answers naming this vendor
EZLynx / EZLynx / ChatGPTEZLynx named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / EZLynx / ClaudeEZLynx named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / EZLynx / PerplexityEZLynx named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / EZLynx / Google AI OverviewsEZLynx named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / EZLynx / Google AI ModeEZLynx named in 3 of 3 valid EZLynx-alternatives answers.

EZLynx across the category questions.

EZLynx alternatives: HawkSoft

HawkSoft: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

EZLynx alternatives naming HawkSoft
Engine, subject, and vendorValid answers naming this vendor
EZLynx / HawkSoft / ChatGPTHawkSoft named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / HawkSoft / ClaudeHawkSoft named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / HawkSoft / PerplexityHawkSoft named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / HawkSoft / Google AI OverviewsHawkSoft named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / HawkSoft / Google AI ModeHawkSoft named in 3 of 3 valid EZLynx-alternatives answers.

HawkSoft across the category questions.

EZLynx alternatives: Vertafore

Vertafore: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

EZLynx alternatives naming Vertafore
Engine, subject, and vendorValid answers naming this vendor
EZLynx / Vertafore / ChatGPTVertafore named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / Vertafore / ClaudeVertafore named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / Vertafore / PerplexityVertafore named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / Vertafore / Google AI OverviewsVertafore named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / Vertafore / Google AI ModeVertafore named in 3 of 3 valid EZLynx-alternatives answers.

Vertafore across the category questions.

EZLynx alternatives: NowCerts

NowCerts: 10 of 15 valid answers, 66.7% (Wilson 95% interval 41.7% to 84.8%).

EZLynx alternatives naming NowCerts
Engine, subject, and vendorValid answers naming this vendor
EZLynx / NowCerts / ChatGPTNowCerts named in 1 of 3 valid EZLynx-alternatives answers.
EZLynx / NowCerts / ClaudeNowCerts named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / NowCerts / PerplexityNowCerts named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / NowCerts / Google AI OverviewsNowCerts named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / NowCerts / Google AI ModeNowCerts named in 3 of 3 valid EZLynx-alternatives answers.

NowCerts across the category questions.

EZLynx alternatives: AgencyZoom

AgencyZoom: 7 of 15 valid answers, 46.7% (Wilson 95% interval 24.8% to 69.9%).

EZLynx alternatives naming AgencyZoom
Engine, subject, and vendorValid answers naming this vendor
EZLynx / AgencyZoom / ChatGPTAgencyZoom named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / AgencyZoom / ClaudeAgencyZoom named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / AgencyZoom / PerplexityAgencyZoom named in 2 of 3 valid EZLynx-alternatives answers.
EZLynx / AgencyZoom / Google AI OverviewsAgencyZoom named in 2 of 3 valid EZLynx-alternatives answers.
EZLynx / AgencyZoom / Google AI ModeAgencyZoom named in 0 of 3 valid EZLynx-alternatives answers.

AgencyZoom across the category questions.

EZLynx alternatives: AgencyBloc

AgencyBloc: 3 of 15 valid answers, 20.0% (Wilson 95% interval 7.0% to 45.2%).

EZLynx alternatives naming AgencyBloc
Engine, subject, and vendorValid answers naming this vendor
EZLynx / AgencyBloc / ChatGPTAgencyBloc named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / AgencyBloc / ClaudeAgencyBloc named in 3 of 3 valid EZLynx-alternatives answers.
EZLynx / AgencyBloc / PerplexityAgencyBloc named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / AgencyBloc / Google AI OverviewsAgencyBloc named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / AgencyBloc / Google AI ModeAgencyBloc named in 0 of 3 valid EZLynx-alternatives answers.

AgencyBloc across the category questions.

EZLynx alternatives: NextAgency

NextAgency: 2 of 15 valid answers, 13.3% (Wilson 95% interval 3.7% to 37.9%).

EZLynx alternatives naming NextAgency
Engine, subject, and vendorValid answers naming this vendor
EZLynx / NextAgency / ChatGPTNextAgency named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / NextAgency / ClaudeNextAgency named in 2 of 3 valid EZLynx-alternatives answers.
EZLynx / NextAgency / PerplexityNextAgency named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / NextAgency / Google AI OverviewsNextAgency named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / NextAgency / Google AI ModeNextAgency named in 0 of 3 valid EZLynx-alternatives answers.

NextAgency across the category questions.

EZLynx alternatives: Zywave

Zywave: 2 of 15 valid answers, 13.3% (Wilson 95% interval 3.7% to 37.9%).

EZLynx alternatives naming Zywave
Engine, subject, and vendorValid answers naming this vendor
EZLynx / Zywave / ChatGPTZywave named in 1 of 3 valid EZLynx-alternatives answers.
EZLynx / Zywave / ClaudeZywave named in 1 of 3 valid EZLynx-alternatives answers.
EZLynx / Zywave / PerplexityZywave named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / Zywave / Google AI OverviewsZywave named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / Zywave / Google AI ModeZywave named in 0 of 3 valid EZLynx-alternatives answers.

Zywave across the category questions.

EZLynx alternatives: GloveBox

GloveBox: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%).

EZLynx alternatives naming GloveBox
Engine, subject, and vendorValid answers naming this vendor
EZLynx / GloveBox / ChatGPTGloveBox named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / GloveBox / ClaudeGloveBox named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / GloveBox / PerplexityGloveBox named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / GloveBox / Google AI OverviewsGloveBox named in 0 of 3 valid EZLynx-alternatives answers.
EZLynx / GloveBox / Google AI ModeGloveBox named in 1 of 3 valid EZLynx-alternatives answers.

GloveBox across the category questions.

EZLynx alternatives and the checked set

Not named in this question: Agency Systems (Newton), BindHQ, Dyad, Ebix (SmartOffice), InsuredMine, NASA (Eclipse), Partner XE (SIS), Quikfuzion, SIBRO. Each has 0 of 15 valid answers for this exact wording.

A question naming EZLynx already directs attention toward that product. Read its category discovery questions before comparing this answer with an unbranded shortlist.

Insurance agency management systems source mix. The full EZLynx answers remain in the release deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

Applied Epic alternatives

Insurance agency management systems · captured 2026-09-22

When the question asks for Applied Epic alternatives

Applied Epic alternatives: 7 other checked vendors were named across 15 valid answers.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Exact wording: What are the best alternatives to Applied Epic?.

Applied Epic remained in 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

11 of 19 checked vendors were never named for this exact question. That observation applies to 15 valid answers, rather than to all future answers.

Question record for Applied Epic · Insurance agency management systems checked set.

Applied Epic alternatives: Applied Systems

Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

Applied Epic alternatives naming Applied Systems
Engine, subject, and vendorValid answers naming this vendor
Applied Epic / Applied Systems / ChatGPTApplied Systems named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / Applied Systems / ClaudeApplied Systems named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / Applied Systems / PerplexityApplied Systems named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / Applied Systems / Google AI OverviewsApplied Systems named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / Applied Systems / Google AI ModeApplied Systems named in 3 of 3 valid Applied Epic-alternatives answers.

Applied Systems across the category questions.

Applied Epic alternatives: EZLynx

EZLynx: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

Applied Epic alternatives naming EZLynx
Engine, subject, and vendorValid answers naming this vendor
Applied Epic / EZLynx / ChatGPTEZLynx named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / EZLynx / ClaudeEZLynx named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / EZLynx / PerplexityEZLynx named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / EZLynx / Google AI OverviewsEZLynx named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / EZLynx / Google AI ModeEZLynx named in 3 of 3 valid Applied Epic-alternatives answers.

EZLynx across the category questions.

Applied Epic alternatives: Vertafore

Vertafore: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

Applied Epic alternatives naming Vertafore
Engine, subject, and vendorValid answers naming this vendor
Applied Epic / Vertafore / ChatGPTVertafore named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / Vertafore / ClaudeVertafore named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / Vertafore / PerplexityVertafore named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / Vertafore / Google AI OverviewsVertafore named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / Vertafore / Google AI ModeVertafore named in 3 of 3 valid Applied Epic-alternatives answers.

Vertafore across the category questions.

Applied Epic alternatives: HawkSoft

HawkSoft: 13 of 15 valid answers, 86.7% (Wilson 95% interval 62.1% to 96.3%).

Applied Epic alternatives naming HawkSoft
Engine, subject, and vendorValid answers naming this vendor
Applied Epic / HawkSoft / ChatGPTHawkSoft named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / HawkSoft / ClaudeHawkSoft named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / HawkSoft / PerplexityHawkSoft named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / HawkSoft / Google AI OverviewsHawkSoft named in 1 of 3 valid Applied Epic-alternatives answers.
Applied Epic / HawkSoft / Google AI ModeHawkSoft named in 3 of 3 valid Applied Epic-alternatives answers.

HawkSoft across the category questions.

Applied Epic alternatives: NowCerts

NowCerts: 11 of 15 valid answers, 73.3% (Wilson 95% interval 48.0% to 89.1%).

Applied Epic alternatives naming NowCerts
Engine, subject, and vendorValid answers naming this vendor
Applied Epic / NowCerts / ChatGPTNowCerts named in 1 of 3 valid Applied Epic-alternatives answers.
Applied Epic / NowCerts / ClaudeNowCerts named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / NowCerts / PerplexityNowCerts named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / NowCerts / Google AI OverviewsNowCerts named in 2 of 3 valid Applied Epic-alternatives answers.
Applied Epic / NowCerts / Google AI ModeNowCerts named in 2 of 3 valid Applied Epic-alternatives answers.

NowCerts across the category questions.

Applied Epic alternatives: AgencyBloc

AgencyBloc: 6 of 15 valid answers, 40.0% (Wilson 95% interval 19.8% to 64.3%).

Applied Epic alternatives naming AgencyBloc
Engine, subject, and vendorValid answers naming this vendor
Applied Epic / AgencyBloc / ChatGPTAgencyBloc named in 2 of 3 valid Applied Epic-alternatives answers.
Applied Epic / AgencyBloc / ClaudeAgencyBloc named in 3 of 3 valid Applied Epic-alternatives answers.
Applied Epic / AgencyBloc / PerplexityAgencyBloc named in 1 of 3 valid Applied Epic-alternatives answers.
Applied Epic / AgencyBloc / Google AI OverviewsAgencyBloc named in 0 of 3 valid Applied Epic-alternatives answers.
Applied Epic / AgencyBloc / Google AI ModeAgencyBloc named in 0 of 3 valid Applied Epic-alternatives answers.

AgencyBloc across the category questions.

Applied Epic alternatives: AgencyZoom

AgencyZoom: 4 of 15 valid answers, 26.7% (Wilson 95% interval 10.9% to 52.0%).

Applied Epic alternatives naming AgencyZoom
Engine, subject, and vendorValid answers naming this vendor
Applied Epic / AgencyZoom / ChatGPTAgencyZoom named in 0 of 3 valid Applied Epic-alternatives answers.
Applied Epic / AgencyZoom / ClaudeAgencyZoom named in 0 of 3 valid Applied Epic-alternatives answers.
Applied Epic / AgencyZoom / PerplexityAgencyZoom named in 1 of 3 valid Applied Epic-alternatives answers.
Applied Epic / AgencyZoom / Google AI OverviewsAgencyZoom named in 1 of 3 valid Applied Epic-alternatives answers.
Applied Epic / AgencyZoom / Google AI ModeAgencyZoom named in 2 of 3 valid Applied Epic-alternatives answers.

AgencyZoom across the category questions.

Applied Epic alternatives: GloveBox

GloveBox: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%).

Applied Epic alternatives naming GloveBox
Engine, subject, and vendorValid answers naming this vendor
Applied Epic / GloveBox / ChatGPTGloveBox named in 0 of 3 valid Applied Epic-alternatives answers.
Applied Epic / GloveBox / ClaudeGloveBox named in 0 of 3 valid Applied Epic-alternatives answers.
Applied Epic / GloveBox / PerplexityGloveBox named in 0 of 3 valid Applied Epic-alternatives answers.
Applied Epic / GloveBox / Google AI OverviewsGloveBox named in 1 of 3 valid Applied Epic-alternatives answers.
Applied Epic / GloveBox / Google AI ModeGloveBox named in 0 of 3 valid Applied Epic-alternatives answers.

GloveBox across the category questions.

Applied Epic alternatives and the checked set

Not named in this question: Agency Systems (Newton), BindHQ, Dyad, Ebix (SmartOffice), InsuredMine, NASA (Eclipse), NextAgency, Partner XE (SIS), Quikfuzion, SIBRO, Zywave. Each has 0 of 15 valid answers for this exact wording.

A question naming Applied Epic already directs attention toward that product. Read its category discovery questions before comparing this answer with an unbranded shortlist.

Insurance agency management systems source mix. The full Applied Epic answers remain in the release deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

AgencyZoom alternatives

Insurance agency management systems · captured 2026-09-22

When the question asks for AgencyZoom alternatives

AgencyZoom alternatives: 9 other checked vendors were named across 15 valid answers.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Exact wording: What are the best alternatives to AgencyZoom?.

AgencyZoom remained in 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

9 of 19 checked vendors were never named for this exact question. That observation applies to 15 valid answers, rather than to all future answers.

Question record for AgencyZoom · Insurance agency management systems checked set.

AgencyZoom alternatives: AgencyZoom

AgencyZoom: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

AgencyZoom alternatives naming AgencyZoom
Engine, subject, and vendorValid answers naming this vendor
AgencyZoom / AgencyZoom / ChatGPTAgencyZoom named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / AgencyZoom / ClaudeAgencyZoom named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / AgencyZoom / PerplexityAgencyZoom named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / AgencyZoom / Google AI OverviewsAgencyZoom named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / AgencyZoom / Google AI ModeAgencyZoom named in 3 of 3 valid AgencyZoom-alternatives answers.

AgencyZoom across the category questions.

AgencyZoom alternatives: Applied Systems

Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

AgencyZoom alternatives naming Applied Systems
Engine, subject, and vendorValid answers naming this vendor
AgencyZoom / Applied Systems / ChatGPTApplied Systems named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / Applied Systems / ClaudeApplied Systems named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / Applied Systems / PerplexityApplied Systems named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / Applied Systems / Google AI OverviewsApplied Systems named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / Applied Systems / Google AI ModeApplied Systems named in 3 of 3 valid AgencyZoom-alternatives answers.

Applied Systems across the category questions.

AgencyZoom alternatives: Vertafore

Vertafore: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%).

AgencyZoom alternatives naming Vertafore
Engine, subject, and vendorValid answers naming this vendor
AgencyZoom / Vertafore / ChatGPTVertafore named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / Vertafore / ClaudeVertafore named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / Vertafore / PerplexityVertafore named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / Vertafore / Google AI OverviewsVertafore named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / Vertafore / Google AI ModeVertafore named in 3 of 3 valid AgencyZoom-alternatives answers.

Vertafore across the category questions.

AgencyZoom alternatives: AgencyBloc

AgencyBloc: 12 of 15 valid answers, 80.0% (Wilson 95% interval 54.8% to 93.0%).

AgencyZoom alternatives naming AgencyBloc
Engine, subject, and vendorValid answers naming this vendor
AgencyZoom / AgencyBloc / ChatGPTAgencyBloc named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / AgencyBloc / ClaudeAgencyBloc named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / AgencyBloc / PerplexityAgencyBloc named in 2 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / AgencyBloc / Google AI OverviewsAgencyBloc named in 1 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / AgencyBloc / Google AI ModeAgencyBloc named in 3 of 3 valid AgencyZoom-alternatives answers.

AgencyBloc across the category questions.

AgencyZoom alternatives: EZLynx

EZLynx: 12 of 15 valid answers, 80.0% (Wilson 95% interval 54.8% to 93.0%).

AgencyZoom alternatives naming EZLynx
Engine, subject, and vendorValid answers naming this vendor
AgencyZoom / EZLynx / ChatGPTEZLynx named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / EZLynx / ClaudeEZLynx named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / EZLynx / PerplexityEZLynx named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / EZLynx / Google AI OverviewsEZLynx named in 1 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / EZLynx / Google AI ModeEZLynx named in 2 of 3 valid AgencyZoom-alternatives answers.

EZLynx across the category questions.

AgencyZoom alternatives: HawkSoft

HawkSoft: 12 of 15 valid answers, 80.0% (Wilson 95% interval 54.8% to 93.0%).

AgencyZoom alternatives naming HawkSoft
Engine, subject, and vendorValid answers naming this vendor
AgencyZoom / HawkSoft / ChatGPTHawkSoft named in 1 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / HawkSoft / ClaudeHawkSoft named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / HawkSoft / PerplexityHawkSoft named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / HawkSoft / Google AI OverviewsHawkSoft named in 2 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / HawkSoft / Google AI ModeHawkSoft named in 3 of 3 valid AgencyZoom-alternatives answers.

HawkSoft across the category questions.

AgencyZoom alternatives: InsuredMine

InsuredMine: 11 of 15 valid answers, 73.3% (Wilson 95% interval 48.0% to 89.1%).

AgencyZoom alternatives naming InsuredMine
Engine, subject, and vendorValid answers naming this vendor
AgencyZoom / InsuredMine / ChatGPTInsuredMine named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / InsuredMine / ClaudeInsuredMine named in 0 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / InsuredMine / PerplexityInsuredMine named in 2 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / InsuredMine / Google AI OverviewsInsuredMine named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / InsuredMine / Google AI ModeInsuredMine named in 3 of 3 valid AgencyZoom-alternatives answers.

InsuredMine across the category questions.

AgencyZoom alternatives: GloveBox

GloveBox: 8 of 15 valid answers, 53.3% (Wilson 95% interval 30.1% to 75.2%).

AgencyZoom alternatives naming GloveBox
Engine, subject, and vendorValid answers naming this vendor
AgencyZoom / GloveBox / ChatGPTGloveBox named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / GloveBox / ClaudeGloveBox named in 1 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / GloveBox / PerplexityGloveBox named in 2 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / GloveBox / Google AI OverviewsGloveBox named in 1 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / GloveBox / Google AI ModeGloveBox named in 1 of 3 valid AgencyZoom-alternatives answers.

GloveBox across the category questions.

AgencyZoom alternatives: NextAgency

NextAgency: 5 of 15 valid answers, 33.3% (Wilson 95% interval 15.2% to 58.3%).

AgencyZoom alternatives naming NextAgency
Engine, subject, and vendorValid answers naming this vendor
AgencyZoom / NextAgency / ChatGPTNextAgency named in 0 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / NextAgency / ClaudeNextAgency named in 3 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / NextAgency / PerplexityNextAgency named in 2 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / NextAgency / Google AI OverviewsNextAgency named in 0 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / NextAgency / Google AI ModeNextAgency named in 0 of 3 valid AgencyZoom-alternatives answers.

NextAgency across the category questions.

AgencyZoom alternatives: NowCerts

NowCerts: 3 of 15 valid answers, 20.0% (Wilson 95% interval 7.0% to 45.2%).

AgencyZoom alternatives naming NowCerts
Engine, subject, and vendorValid answers naming this vendor
AgencyZoom / NowCerts / ChatGPTNowCerts named in 0 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / NowCerts / ClaudeNowCerts named in 2 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / NowCerts / PerplexityNowCerts named in 0 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / NowCerts / Google AI OverviewsNowCerts named in 0 of 3 valid AgencyZoom-alternatives answers.
AgencyZoom / NowCerts / Google AI ModeNowCerts named in 1 of 3 valid AgencyZoom-alternatives answers.

NowCerts across the category questions.

AgencyZoom alternatives and the checked set

Not named in this question: Agency Systems (Newton), BindHQ, Dyad, Ebix (SmartOffice), NASA (Eclipse), Partner XE (SIS), Quikfuzion, SIBRO, Zywave. Each has 0 of 15 valid answers for this exact wording.

A question naming AgencyZoom already directs attention toward that product. Read its category discovery questions before comparing this answer with an unbranded shortlist.

Insurance agency management systems source mix. The full AgencyZoom answers remain in the release deposit.

Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

Release 2026-09 · DOI 10.5281/zenodo.22907695 · CC BY 4.0. Disputes and same-configuration re-runs. Corrections: index@broadcastwell.com.

The ten buyer questions

Each question was put to every engine 3 times on the stated dates. Counts are over valid answers to the exact question.

What is the best agency management system for a small independent P&C agency?

Question q1. 15 valid answers. Excluded answers: 0. Type: best option.

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

What is the best agency management system for a growing commercial lines brokerage?

Question q2. 15 valid answers. Excluded answers: 0. Type: best option.

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

What is the best agency management system for a life and health benefits agency?

Question q3. 15 valid answers. Excluded answers: 0. Type: best option.

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

What are the best alternatives to EZLynx?

Question q4. 15 valid answers. Excluded answers: 0. Type: alternative.

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

What are the best alternatives to Applied Epic?

Question q5. 15 valid answers. Excluded answers: 0. Type: alternative.

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

What are the best alternatives to AgencyZoom?

Question q6. 15 valid answers. Excluded answers: 0. Type: alternative.

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

HawkSoft vs EZLynx: which agency management system is better?

Question q7. 15 valid answers. Excluded answers: 0. Type: buyer evaluation.

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

Applied Epic vs EZLynx: which one is worth the price?

Question q8. 15 valid answers. Excluded answers: 0. Type: buyer evaluation.

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

What should I look for when choosing an agency management system?

Question q9. 15 valid answers. Excluded answers: 0. Type: buyer evaluation.

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

Which AMS should a new scratch agency with two producers start with?

Question q10. 15 valid answers. Excluded answers: 0. Type: specific workflow.

Ask the engine yourself; answers vary by run.ChatGPTPerplexityClaude

Release and method

Release
2026-09, version 2026-09.1
Published
2026-09-23
Answer capture date
2026-09-22
Source capture dates
2026-09-21
Engines
ChatGPT, Claude, Perplexity, Google AI Overviews, Google AI Mode
Configuration
10 fixed target questions, 5 engines, 3 repeats. No controls were run for this category.
Method version
v1.1
Excluded answers
0 target answers excluded; exact reasons are listed. No controls were run for this category.
Commissioned engagement
No commissioned engagement is declared for this category.

Exact names and listed aliases are matched without case sensitivity at word boundaries. Plain word names require a listed qualifier nearby in the same sentence or the canonical domain among cited URLs. A vendor citation counts only when that answer also names the vendor under this rule.

Answer text for releases before 2026-09 was not retained. For release 2026-09 and later, the full answer text is kept and published in the release's Zenodo deposit and on the receipt pages, except Perplexity, where the method keeps a scored excerpt of at most 60 words and the share link.

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Release JSON · Category CSV · DOI 10.5281/zenodo.22907695

How to cite: Broadcastwell. The Absence Index, Insurance agency management systems, version 2026-09.1. Permanent record. CC BY 4.0 with attribution to Broadcastwell.

The Absence Report

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Observed answers on stated dates, not a ranking. This is not a judgment of product quality.

This public record reports the checked set, fixed questions and stated dates. Claim a vendor page, file a dispute or ask for a re-run, or read the dispute policy and log.

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