Insurance agency management systems · 2026-09.1

AgencyBloc

When buyers asked AI for a Insurance agency management systems shortlist.

Observed naming

35 of 150 valid answers

35 of 150 valid answers, 23.3% (Wilson 95% interval 17.3% to 30.7%)

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

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Permanent link to this release · Insurance agency management systems category

By engine and question

Filled marks: named in at least 2 of 3 scheduled repeats. Open marks: below that threshold. Dashed marks: excluded answers leave the threshold uncertain. Counts and intervals follow for each question.

Answer capture date: 2026-09-22.

By engine

ChatGPT

8 of 30 valid answers, 26.7% (Wilson 95% interval 14.2% to 44.4%)

Claude

12 of 30 valid answers, 40.0% (Wilson 95% interval 24.6% to 57.7%)

Perplexity

6 of 30 valid answers, 20.0% (Wilson 95% interval 9.5% to 37.3%)

Google AI Overviews

3 of 30 valid answers, 10.0% (Wilson 95% interval 3.5% to 25.6%)

Google AI Mode

6 of 30 valid answers, 20.0% (Wilson 95% interval 9.5% to 37.3%)

By buyer question

Each count is over valid answers to the exact question. Excluded answers are outside that base.

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

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Question q1. Excluded answers: 0. Type: best option.

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

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Question q2. Excluded answers: 0. Type: best option.

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

14 of 15 valid answers, 93.3% (Wilson 95% interval 70.2% to 98.8%)

Question q3. Excluded answers: 0. Type: best option.

What are the best alternatives to EZLynx?

3 of 15 valid answers, 20.0% (Wilson 95% interval 7.0% to 45.2%)

Question q4. Excluded answers: 0. Type: alternative.

What are the best alternatives to Applied Epic?

6 of 15 valid answers, 40.0% (Wilson 95% interval 19.8% to 64.3%)

Question q5. Excluded answers: 0. Type: alternative.

What are the best alternatives to AgencyZoom?

12 of 15 valid answers, 80.0% (Wilson 95% interval 54.8% to 93.0%)

Question q6. Excluded answers: 0. Type: alternative.

HawkSoft vs EZLynx: which agency management system is better?

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Question q7. Excluded answers: 0. Type: buyer evaluation.

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

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Question q8. Excluded answers: 0. Type: buyer evaluation.

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

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Question q9. Excluded answers: 0. Type: buyer evaluation.

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

0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Question q10. Excluded answers: 0. Type: specific workflow.

Questions with no recorded naming

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

AgencyBloc: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
EZLynx: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
HawkSoft: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
Vertafore: 14 of 15 valid answers, 93.3% (Wilson 95% interval 70.2% to 98.8%)
NowCerts: 8 of 15 valid answers, 53.3% (Wilson 95% interval 30.1% to 75.2%)
Zywave: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)

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

AgencyBloc: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
HawkSoft: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
Vertafore: 12 of 15 valid answers, 80.0% (Wilson 95% interval 54.8% to 93.0%)
EZLynx: 9 of 15 valid answers, 60.0% (Wilson 95% interval 35.7% to 80.2%)
Partner XE (SIS): 6 of 15 valid answers, 40.0% (Wilson 95% interval 19.8% to 64.3%)
Zywave: 6 of 15 valid answers, 40.0% (Wilson 95% interval 19.8% to 64.3%)
NowCerts: 2 of 15 valid answers, 13.3% (Wilson 95% interval 3.7% to 37.9%)
BindHQ: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)

HawkSoft vs EZLynx: which agency management system is better?

AgencyBloc: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
EZLynx: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
HawkSoft: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
Vertafore: 3 of 15 valid answers, 20.0% (Wilson 95% interval 7.0% to 45.2%)
AgencyZoom: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)
InsuredMine: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)

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

AgencyBloc: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
EZLynx: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)

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

AgencyBloc: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

No checked vendor was named.

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

AgencyBloc: 0 of 15 valid answers, 0.0% (Wilson 95% interval 0.0% to 20.4%)

Other checked vendors named in valid answers to this question:

Applied Systems: 15 of 15 valid answers, 100.0% (Wilson 95% interval 79.6% to 100.0%)
EZLynx: 14 of 15 valid answers, 93.3% (Wilson 95% interval 70.2% to 98.8%)
NowCerts: 13 of 15 valid answers, 86.7% (Wilson 95% interval 62.1% to 96.3%)
Vertafore: 13 of 15 valid answers, 86.7% (Wilson 95% interval 62.1% to 96.3%)
HawkSoft: 11 of 15 valid answers, 73.3% (Wilson 95% interval 48.0% to 89.1%)
AgencyZoom: 4 of 15 valid answers, 26.7% (Wilson 95% interval 10.9% to 52.0%)
InsuredMine: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)
Zywave: 1 of 15 valid answers, 6.7% (Wilson 95% interval 1.2% to 29.8%)

Vendor domain citations

15 of 150 valid answers, 10.0% (Wilson 95% interval 6.2% to 15.8%)

agencybloc.com

The full Insurance agency management systems checked set

Full checked set, sorted by observed counts, not a ranking.
Vendor	Named	Vendor domain cited
Applied Systems	127 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%)
EZLynx	111 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%)
HawkSoft	97 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%)
Vertafore	92 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%)
NowCerts	48 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%)
AgencyBloc	35 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%)
AgencyZoom	31 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%)
NextAgency	22 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%)
InsuredMine	13 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%)
GloveBox	10 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%)
Zywave	10 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%)
BindHQ	1 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%)
Dyad	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%)
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%)
Quikfuzion	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%)
SIBRO	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%)

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.

Verbatim answer text is retained privately with the measurement input and import audit. No answer quotations are published here.

Download and cite

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.

About this page

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

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