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Management System and Rater

Posted: Fri Apr 10, 2020 1:24 pm
by dignainsurance
Hi all I need a management system recommendation. This is a new Agency expecting 70% personal / 30% commercial. I have done a few demos and like Vertafore's system but have heard their service is not the best. I have EzyLinx on Tuesday and scheduling one with Applied.

You can recommend a rater as well we are in Florida. I especially would like to hear from those of you that have switched systems in the last year or so.

Thank You

Re: Management System and Rater

Posted: Sat Apr 11, 2020 1:25 pm
by ITCBeckySchroeder
Hi dignainsurance,

We have a comparative rater in Florida that does auto and home quoting and an agency management system that does personal and commercial downloads. I've included links to the products below if you'd like to read up on them. Each section includes reviews from our clients so you can see how other agents like the tools.

We would love the chance to show you our solutions to see if one or both are a fit for you.


Agency Matrix:

Re: Management System and Rater

Posted: Fri Oct 30, 2020 9:59 am
by Swymmer
Hi Dignainsurance!
We have been extremely happy with our Hawksoft CMS. I'd look into that if you haven't already bought one.