Agency Master Overview

Agency Master is a specialized insurance agency management software that positions itself as a tool for commercial lines specialists. It offers deep functionality for niche markets such as Trucking, Equine, Aviation, General Commercial, and other Specialty Lines. The software enables users to generate certificates of insurance in seconds and promotes a 100% paperless office environment. It includes a powerful workflow module, integration with Microsoft Outlook, customizable data fields, and straightforward accounting features for agency billing, premium finance, and commissions. It supports ACORD forms, carrier downloads, and integrations (e.g., with AeroQuote) and is available in both cloud-based and locally-installed versions.
Agency Master is specifically designed for independent insurance agencies and brokers that specialize in commercial lines, particularly those focusing on complex or niche markets like transportation, equine, aviation, and general commercial/specialty risks.
Agency Master is a highly specialized and capable management system that clearly understands the needs of commercial lines agencies. Its focus on niche markets, powerful workflow tools, and options for deployment make it a strong, tailored choice for brokers who require depth in specific commercial insurance segments.
Agency Master Details
Agency Master Platforms supported
Cloud, SaaS, Web-Based
Desktop Windows
Desktop Chromebook
Desktop Linux
Desktop Mac
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
Agency Master Support options
Email Help Desk
Phone Support
Agency Master Training options
Documentation
In-Person
Live Online
Videos
Webinars
Agency Master Related Categories
Agency Master Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Agency Master Features
Most valued Agency Master features by users
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Reinsurance Administration
Risk Assessment
Underwriting Management
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