Name

Agency Software

Legal name

Agency Software, Inc.

Website

https://agencysoftware.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Hayden

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Licenses and Subscriptions: Subscription-based software licenses for AgencyPro, EZAgent, EasyApps Pro, EasyApps, and Agency2Go products. Includes tiered product lineup from entry-level EasyApps to comprehensive AgencyPro with full accounting.
2. Cloud Hosting Services: Agency2Go web-based product hosted on Amazon Web Services with per-user pricing. EME Cloud hosting at approximately $30 per user per month.
3. Download Module Add-ons: Optional download module for automatic carrier data integration, available for AgencyPro SQL, EZAgent, and other products
4. Professional Services: Training, setup, and support services including accounting training, implementation assistance, and technical support

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Agency Software provides property and casualty insurance agency management systems through a suite of upgradeable Windows-based and web-based products (EasyApps, EasyApps Pro, EZAgent, AgencyPro, and Agency2Go). The software automates ACORD forms processing (850+ forms), policy/account management, document management, carrier downloads via IVANS, electronic signatures, and integrated insurance agency accounting. Cloud-hosted options are available on AWS.

Product overview

Agency Software offers a complete suite of upgradeable agency management systems for property and casualty insurance agencies of all sizes. The product portfolio consists of five core products arranged in an upgradeable hierarchy: EasyApps serves as the entry-level ACORD forms software; EasyApps Professional adds policy management and document capabilities; EZAgent provides full management features without accounting; AgencyPro is the flagship full-service system with complete accounting; and Agency2Go is the 100% web-based cloud alternative. All products share common features including ACORD form libraries (800+ forms), certificate holder databases, client management, integrated email, and optional Download Manager for carrier data automation. The suite uses a simple scaling model where agencies can start with entry-level products and upgrade as they grow, with upward compatibility across the entire product line.

Differentiator

Problem solved

Functional benefit

Brands

• Agency2Go: 100% web-based insurance agency management system with SQL backend, hosted on Amazon Web Services, accommodating 1-99 simultaneous users.
• AgencyPro
• EZAgent
• EasyApps Pro
• EasyApps

Products and services

• EasyApps Entry-level ACORD forms software for small insurance agencies providing data entry, save, and print functionality for over 1,000 commercial and personal lines ACORD form styles, including a client database, certificate holder database, and integrated email, JPG, and PDF support.
• EasyApps Professional (EasyApps Pro) "Mini-management" software for growing insurance agencies that bridges entry-level and full agency management. Adds enhanced client database, comprehensive policy management with X-Date tracking, coverage database, tickler/calendar with alarms, and optional document management for paperless office capability.
• EZAgent Feature-rich management product without accounting functionality, designed for Direct Bill agencies. Includes document management and imaging, powerful reporting with X-Dates and Book of Business, WebView technology for direct carrier website access, and Download Manager compatibility for personal or commercial lines.
• AgencyPro Flagship full-service agency management system for running a virtually paperless insurance agency. Includes full agency accounting with client A/R, producer commission and company payable tracking, direct bill reconciliation, and complete financial reports. Also includes all EZAgent features plus optional Download Module.
• AgencyPro SQL Microsoft SQL Server version of AgencyPro providing a faster and more robust database engine designed to handle larger volumes of data and agency growth, with encrypted client SSN, DOB, and driver license numbers.
• Agency2Go 100% web-based insurance management system accessible from any web browser, hosted on Amazon Web Services with Microsoft SQL Server database, accommodating 1-99 simultaneous users. Includes CRM, commission tracking, document management, policy tracking, applications, and certificates.

Quantifiable outcome

• Nearly 20,000 agencies across the United States, Canada, and Europe
• +5 more outcomes

Named customers13 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature8 records

Partnerships

Twelve partnerships are on record, tiered core, strategic, anticipated, flagship and minor.

• ACORDcoreTechnology or Integration · 1 January 1995Licensed reseller of ACORD who provides industry-standard forms and large library of ACORD forms. Agency Software is an authorized ACORD vendor since 1995. Their products offer automation features designed to make ACORD resources more efficient with 850+ forms supported.
• IVANScoreTechnology or IntegrationLicensed IVANS vendor partner providing access to carrier and broker partnerships and automation resources. Enables automatic download of client and policy information in ACORD Level 3 format from participating carriers.
• EME CloudcoreTechnology or IntegrationFull-featured cloud computing environment designed to host line-of-business applications, desktops, and legacy systems. Provides stable, mature cloud delivery framework for legacy program customers at approximately $30 per user per month.
• SquareRiskstrategicTechnology or IntegrationDigital specialty insurance marketplace empowering agents to discover, quote, and bind complex MGA products across 45+ carriers. Launching seamless integration in 2026 supporting appetite, quoting, and binding directly in-system for faster placement and expanded market access.
• Liberty MutualstrategicTechnology or IntegrationGlobal commercial insurance leader offering comprehensive coverage across property, casualty, specialty, and industry-specific risks. Planning seamless integration in 2026 enabling in-system commercial-lines appetite, quoting, and binding to streamline agent workflows.
• Simplified NetworksanticipatedTechnology or IntegrationDelivers reliable, cloud-based unified communication solutions including hosted PBX, VoIP, SIP trunking, business texting, virtual meetings, and call center services. Future phone system integration anticipated to streamline in-system communication workflows.
• PIA NortheastcoreGTM or Marketing PartnerMembership provides connection to needs and voices of independent agents across the region. Partnership helps support agents with practical, modern solutions that strengthen everyday operations and long-term success.
• Ohio Insurance Agents (OIA)coreGTM or Marketing PartnerMembership supports independent agencies with modern tools, streamlined workflows, and industry-driven innovation. Helps company stay aligned with needs of Ohio agencies and continue delivering solutions that strengthen their operations and growth.
• Harris ComputerflagshipStrategic or Co-development PartnerParent company providing stability and scale of a global organization built on mission-critical software expertise. Harris Computer has long-term, values-driven approach focused on strong management, shared best practices, and investing in sustainable growth. Agency Software is banded together with sister companies under Insurance Agency Solutions (IAS) business unit.
• AGOcoreStrategic or Co-development PartnerSister company under Insurance Agency Solutions (IAS) business unit. Provides software tools tailored for brokers and companies, delivering straightforward workflows and practical automation designed to reduce administrative burden and increase operational efficiency.
• QuoteburstcoreStrategic or Co-development PartnerSister company under IAS providing high performance quoting automation solution that connects agencies to multiple carriers. Helps producers accelerate personal lines quoting, reduce re-keying, and capture more opportunities with less effort.
• AQS (RapidReach)minorGTM or Marketing PartnerSister company specializing in delivering high quality industry leads and turnkey mailing campaigns through RapidReach, helping agencies reach targeted prospects, boost visibility, and grow premium through effective outbound marketing programs.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Applied Systems: Applied Systems is the dominant vendor of agency management systems for independent P&C insurance agencies, with Applied Epic as the leading cloud platform. Direct competitor to AgencyPro/EZAgent across the same independent-agent customer base.
• Vertafore: Vertafore sells AMS360, Sagitta, and other agency management systems serving independent insurance agencies. Direct competitor to Agency Software's tiered suite for P&C agencies of varying sizes.
• HawkSoft: HawkSoft is a P&C agency management system purpose-built for independent insurance agencies, with a product overlap very similar to EZAgent and EasyApps Pro. Targets the same SMB independent-agent segment with comparable ACORD forms, carrier download, and document management capabilities.
• TAM Software (The Advantage Management): TAM is a long-standing agency management system focused on independent insurance agencies, offering ACORD forms, carrier downloads, and accounting. Direct competitor in the same SMB P&C agency segment as Agency Software.
• EZLynx: EZLynx provides rating, quoting, and agency management software targeted at independent P&C insurance agents. Overlaps with EasyApps and EasyApps Pro for forms and quoting workflows and competes for the same end customers.

Emerging players

• NowCerts: NowCerts offers a comparative insurance agency management and rating platform with integrated ACORD forms and carrier connectivity. Emerging player competing in the same SMB independent agency space with a more modern cloud-native stack.
• Tarmika: Tarmika is a modern comparative rating and agency management platform for independent insurance agents. Emerging player offering cloud-first quoting and policy management that overlaps with EasyApps/EZAgent front-end workflows.

Broad incumbents

• Sapiens: Sapiens is a global insurance software provider serving property & casualty, life, and reinsurance markets with a broader portfolio (policy, claims, billing, reinsurance). Indirect overlap as a broad incumbent in P&C insurance technology with adjacencies to agency-side workflows.
• Duck Creek Technologies: Duck Creek provides a P&C insurance software suite primarily aimed at carriers and MGAs (policy, billing, claims). Broad incumbent in P&C insurance technology adjacent to the agency channel that Agency Software serves.

Others

• IVANS (part of Applied Systems): IVANS is the carrier-download and connectivity network used agency-wide — listed as a Core strategic partner of Agency Software for ACORD Level 3 downloads. Not a direct competitor, but a critical infrastructure/standards provider whose direction materially shapes Agency Software's product.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCB1IC9BxKAkEC3xGCX9z3Hw
• Facebookfacebook.com/AgencySoftwareInc
• Xx.com/agencysoftware1
• LinkedInlinkedin.com/company/agency-software-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Agency Software