Alternatives

Best AMS360 alternatives

AMS360 is a capable, established system, but some agencies find it dense, back-office-first, and pricey as they grow — and want a more modern interface with sales, follow-up, and AI built in rather than bolted on.

  1. 1. Dax

    Recommended

    Dax— the all-in-one, AI-native platform. It matches AMS360on the agency-management fundamentals — automatic commission-split accounting, reporting, carrier-download automation, and a system of record — and adds a native sales pipeline, automated follow-up, texting, and e-sign in one modern system. Best for independent agents who want management and growth in one place.

    Start freeSee Dax vs AMS360→
  2. Agency management system

    2. Applied Epic

    The most widely used AMS, built for scale — deep commercial-lines handling, multi-location support, and enterprise reporting. Best for mid-to-large and complex brokerages with the resources to implement it.

    When Applied Epic is the better choice

    Choose Applied Epic if you're a mid-to-large or multi-location brokerage with complex commercial books and deep enterprise accounting needs, and the resources to implement and train on it.

  3. Agency management system

    3. HawkSoft

    A service-first AMS beloved by small independent agencies for its deep CSR workflows and famously responsive support. Best for personal-lines shops that prize service and support.

    When HawkSoft is the better choice

    Choose HawkSoft if you want a proven, service-first AMS with a famously strong support relationship and you don't need a modern sales-and-automation engine.

  4. Comparative rater & AMS

    4. EZLynx

    An all-in-one built around a best-in-class comparative rater with 330+ carriers and native insurance workflows. Best for personal-lines-heavy agencies where fast multi-carrier quoting is the priority.

    When EZLynx is the better choice

    Choose EZLynx if fast multi-carrier comparative rating for personal lines is the center of gravity for your agency.

  5. Insurance sales CRM & automation

    5. AgencyZoom

    A purpose-built sales-automation and CRM layer that adds pipeline, follow-up, and retention journeys on top of your existing AMS. Best for agencies that love their AMS and want a dedicated sales engine bolted on.

    When AgencyZoom is the better choice

    Choose AgencyZoom if you love your existing AMS and only want to bolt a proven sales-automation layer on top, and you're fine managing the integration and sync between the two systems.

Frequently asked questions

What is the best alternative to AMS360?

There isn't one answer — it depends on your agency. Dax is the strongest pick if you want an all-in-one, modern, AI-native system that covers management and growth; the other options each fit different needs, listed above.

Why do agencies look for AMS360 alternatives?

AMS360 is a capable, established system, but some agencies find it dense, back-office-first, and pricey as they grow — and want a more modern interface with sales, follow-up, and AI built in rather than bolted on.

Is it hard to switch from AMS360?

Switching means migrating your book and history, which takes planning, but modern systems are built to help you import your data and get running quickly.