InsurancePro

InsurancePro is an agency management system aimed at small and mid-sized independent insurance agencies in the United States. It stores client and policy records, tracks commissions, generates ACORD forms, produces certificates of insurance, handles renewal and follow-up task lists, and reconciles carrier payment transactions. It runs as a hosted web application and there is a mobile companion for looking up client records away from the office. What distinguishes it commercially is that it was built by Insurance Technologies Corporation alongside TurboRater, the comparative rater that many personal lines agencies already run every day. Quotes originating in TurboRater drop into InsurancePro without rekeying, which removes the single largest source of duplicate entry in a personal lines agency. That integration is the reason agencies choose it over larger systems that carry more features but no rating engine of their own. ITC was acquired by Zywave, and InsurancePro is now sold as part of the Zywave agency portfolio. Buyers should read that as a roadmap fact rather than a name change: development priority now sits inside a much larger company whose centre of gravity is employee benefits and commercial lines content, not small personal lines agency administration. The typical buyer is a two to fifteen person agency writing mostly auto and home, which wants something cheaper and simpler than Applied or Vertafore and is willing to accept weaker commercial lines handling in exchange.

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  Applied Epic

  Applied Epic: If your agency writes meaningful commercial lines volume and needs the deeper accounting and workflow of an enterprise agency system

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  EZLynx

  EZLynx: If you want rating and management in a single integrated product from one vendor rather than two licences

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  HawkSoft

  HawkSoft: If you want an independently owned agency system with a strong service culture and no large parent company roadmap risk