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Insurance agency management and policy rating for personal and commercial lines
Insurance Rating Software
Both AMS360 and Amplo serve insurance agencies with management capabilities. AMS360 includes PL Rating for comparative quoting, while Amplo focuses on unified client records and workflow management. They overlap in agency management but differ in emphasis.
Vendor sources: veruna.com [1]vertafore.com [2]
CRM
Twenty is an open-source CRM built as a modern alternative to Salesforce, providing contact management, pipeline tracking, and workflow automation.
CRM
Constant Contact marketing automation and CRM platform built for agencies managing multiple client brands.
Price$449+ / month
Starting price: above the category median.CRM
Modern CRM and operations platform for moving companies with sales automation, scheduling, and billing.
CRM
Client lifecycle management for agencies and freelancers with proposals, invoicing, CRM, and client portal in one tool.
Price$44+ / month
Starting price: above the category median.
CRM
All-in-one work management tool combining CRM, project management, and invoicing for European small businesses and agencies.
Price$37.50 / user / month
Price position: below the category median.Real Estate CRM
Propertybase provides an integrated CRM, IDX website, and marketing platform built on Salesforce for real estate brokerages and teams.
Price$79+ / user / month
Starting price: above the category median.CRM
Sales engagement CRM with built-in dialer, email sequencing, and prospecting tools designed for outbound-heavy small business sales teams.
Price$25 / user / month
Price position: below the category median.CRM
Cloud CRM for mid-market companies with sales force automation, ERP integration, and built-in business intelligence.
Price$14+ / user / month
Starting price: below the category median.
Revenue Intelligence Platforms
AI-native CRM built for modern revenue teams with automatic data capture and relationship intelligence.
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