Insurance Tech🕒 1 min read

Top 3 CRM Tools for Insurance Agencies in 2025 (Ranked)

Z

Zentrixsoft Team

Published on January 22, 2024

Quick Comparison: 1. AMS360 (Best for Heavy Commercial), 2. HubSpot (Best for Sales/Marketing), 3. EZLynx (Best for Rating Speed). Integrating a sales-first CRM with your policy-first AMS is the ultimate agency power move.

The Backbone of Your Agency

Choosing a CRM (or AMS) is like choosing a spouse. It’s expensive to switch, so you better choose right. Here are the top 3 contenders for 2025.

1. AMS360 (Vertafore)

Best for: Large agencies needing deep policy management.

The giant. It handles complex commercial lines beautifully. However, its API is "classic" (read: old), making modern AI integrations a bit harder but definitely possible.

2. HubSpot (Integration King)

Best for: Sales-focused agencies.

HubSpot isn't an AMS, but many agencies use it on top of their AMS for marketing. Why? Because its automation workflows are second to none. If you want to nurture leads, HubSpot wins.

3. EZLynx

Best for: Personal lines speed.

If you just want to quote fast, EZLynx is the standard. Its "Retention Center" is getting smarter, but it still lacks the open flexibility of HubSpot.

Our Verdict

Use an AMS for policies, but use a modern tool for communication. Connecting the two is where the magic happens.

Z

About the Zentrixsoft Team

The Zentrixsoft Team specializes in hyper-efficient AI agents for insurance agencies, e-commerce, and high-growth SMBs. We focus on ROI-first automation that saves 20+ hours per week per employee.

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