Agency Master Overview

Agency Master

By Agency Master Insurance Software

5★★★★★(14 Ratings)Write review

What is Agency Master?

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.

Who it's for:

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.

Our verdict:

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 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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