3 Best Insurance Agency Management Systems with Free Trial

Nicholas Ayers

Nicholas Ayers

Better Agency Co-founder

Everyone loves a free trial. A chance to test drive a system or service before investing in it to make sure it’s the right fit for themselves. There are several AMS systems on the market today that offer free trials to insurance agencies interested in working with them, including BitRix24, EZLynx, and NextAgency.

Let’s take a closer look at how factors to consider before selecting your AMS before delving into each of these three insurance management systems.

How to select an insurance agency management system

There are several factors you should consider when choosing the best agency management system for your insurance agency. Among these factors include ease of use, data storage, software integration, policy management, and real-time information.

Each of these can impact your business in some way. However, keep in mind the specific needs of your business. Your needs may dictate that you invest in a system that has more impressive software integration functions or something more straightforward in its usage. So, before you invest in an AMS, take the time to do your research on the system and your own company so you get the best program for you.

Ease of use

When considering the best AMS for you, you will find that many of the bigger systems offer several tempting bells and whistles with their programs that may draw your eye. But you need to consider how easy the program will be to use beyond the appeal of the extra functions.

After all, if you invest a lot of money to ensure you have all the functions you think you need but cannot then use the system, is it worth it? Instead, take the time to investigate how easy the system is to use, how steep its learning curve is, and how well laid it regards your business needs.

Data storage

Another key element to consider when choosing the best AMS system for your company is how much data storage it offers and what types of data storage are included. If you have a smaller company, you may not need the vast storage capabilities of larger AMS systems, but, on the other hand, if you have a larger agency with more clients, you may want to invest in a larger system that has plenty of room to grow with you.

Additionally, you need to ensure that your system stores all the data types you need to cover. Some data storage systems protect your clients’ personal information, sales made, and agency information, but if those offerings are too limited for you, you may need to invest in a bigger system.

Software integration

When you’re choosing an AMS system, you’re not just picking a system that is the best fit for your existing physical business but your technological business as well. This means you need to make sure that your new AMS integrates well with the software you already have in place and any future software you wish to add.

Policy management

Policy management systems are absolutely vital for any growing insurance agency. They help you stay on top of your main service by managing several different aspects relating to it. These can include but are not limited to client management, policy storage, automated policy creation, and the management of various related procedures.

Real-time information

A final key element of AMS systems that you may want to consider before investing is whether or not it has sufficient real-time information options. If you’re not able to access all of your client’s and potential leads’ information as you need it, especially as they relate to current policies, estimates, or possible business, is that going to be sustainable for your business?

Insurance Agency AMS with FREE Trial

An AMS, or agency management system, is a vital piece of technology for any insurance agency to invest in. It’s a system designed specifically to help your agency manage your business better by centralizing customer data, maintaining operational information, and securing financial data across insurers.

Many different AMS companies offer potential clients free trials so that you can get to know their system and determine whether it’s a good fit for you before you invest with them. Three such AMS systems include Bitrix24, EZLynx, and NextAgency.

Let’s take a closer look at each of these three companies, diving into their pros and cons before looking at information on their free trials.

1. Bitrix24

This AMS offers many basic CRM (customer relationship management) systems that work very well for small and mid-sized businesses. When it comes to its pros, Bitrix24 has strong lead management abilities, simplified collaboration operations, a wide array of functions, and a centralized communication system that makes it easy to stay on top of your customer service and inter-agency conversations. However, the technical support and application synchronization is rather disconnected, making full integration between your systems difficult.

Bitrix24 offers a free thirty-day trial of its professional plan so that prospective users can better grasp their system. After that period, payments increase to $99 per month.

2. EZLynx

Another popular AMS is EZLynx’s option. It supports many different carriers and has solid integration between many different management systems. Additionally, it provides users with easy record keeping and document tracking features that support ease of use functions. However, some of their reporting features leave something desired, a problem that is not helped by their lower customer service ratings and response times.

You can get a free ten-day trial and then pricing starts at $0.01 per month.

3. NextAgency

This is another good option for smaller or mid-sized businesses and has several customization options that you can benefit from. Other pros they feature include excellent customer service, regular helpful updates, a solid data tracking and storage system, and functional system features. Concerning cons, NextAgency their system doesn’t work well with P & C operations, editing cases and policies is more tedious than other systems’ options, and the system still deals with a few glitches.

There is a two-month free trial period with the purchase of a non-refundable annual license. After that, clients can purchase monthly or yearly plans starting respectively at $75 and $750 for members and $93.75 and $937.50 for non-members.

Does Better Agency also offer a free trial?

Unlike some of our competitors, Better Agency does not offer a free trial for our system. But we do so with very good reason.

While our competitors provide you with free trials to introduce you to their systems, Better Agency works with agents through a consultative discovery process to help you determine whether our solution is the best insurance agency management system for your business.

Our primary goal is not to make as many sales as we can. We know our AMS solution isn’t going to work for everyone, and we don’t want to sell you on us with a free trial. Instead, we’ll work with you to ensure your success in choosing the best AMS for you. At Better Agency, we want to work with you to understand your needs, help you solve those problems, and determine whether our solution is a good fit for you.

Invest in Your AMS Today!

There are many different AMS systems on the market today, and each comes with its own strengths and weaknesses. To end up with the best, most functional system for your business, make sure you take the time to do your research, understand what factors your business needs the most, and then find the systems that will fulfill those purposes.

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