Key Benefits

Key Feature

Unified analytics across member agencies

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Key Feature

Benchmarking and performance comparison

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Key Feature

Streamlined data management and reporting

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Key Feature

Customizable dashboards and KPIs

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Agency Management Systems Supported

Feature 1

Data Integration: Harmony has the ability to source and compile data from various agency management systems, carriers, and wholesalers. This feature allows for a comprehensive view of the network’s operations and performance.

  • Complete visibility and control over your agency
  • Simplify your agency operations
  • Get a competitive edge
Harmony
Harmony

Feature 2

Machine-Learned Mapping Technology: Harmony uses advanced machine learning algorithms to address unstructured data from many disparate systems. This capability enables the network to make sense of complex and diverse data sets.

  • Complete visibility and control over your agency
  • Simplify your agency operations
  • Get a competitive edge

Feature 3

Carrier Utilization Tracking: Harmony can track how agency members are utilizing both carriers aligned with the network’s contracted partners and those with whom the agency has a direct contract. This feature is critical in identifying which carriers should be considered for a network master agreement.

  • Complete visibility and control over your agency
  • Simplify your agency operations
  • Get a competitive edge
Harmony
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AMS360 is an agency management system that provides the foundation for independent agencies to grow their businesses and boost their profitability. It helps streamline workflows, improve renewals and retention, and drive new business, improving employee productivity and superior customer experience.

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EZLynx provides innovative insurance software that streamlines an insurance agency’s workflow and manages the end-to-end policy lifecycle.

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The Eclipse insurance software offers an easy, intuitive program for independent agencies. Complete with a full suite of robust features and functionalities, this agency software contains everything agencies need to meet client demands, increase engagement, and achieve sales goals.

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Sagitta, an enterprise-class agency management solution is used to manage various aspects of an insurance agency's operations, including client data, policy management, accounting, and workflows. This system is particularly popular among larger agencies due to its extensive features that support complex insurance tasks and a large volume of transactions.

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Veruna is an innovative, intuitive Insurtech AMS, built on Salesforce CRM to help independent insurance agencies, carriers, and MGAs drive business growth.

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With Epic, insurance organizations of any size can manage P&C, benefits, and sales in a single application; a cloud-based agency management system from Applied Systems.

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HawkSoft is an insurance management solution designed for independent agencies. Offering workflows for commercial and personal lines, and an auto-documentation process that builds a trail of every client interaction.  

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The Nexsure Insurance Platform is a single, sophisticated, and scalable platform that supports all players in insurance distribution, including retail agencies, wholesalers, agency networks, program administrators, MGAs, and carriers.

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Applied TAM software gives insurance organizations a clear picture of their clients and day-to-day operations, automating their business with a system designed to support core operations so less time and money is wasted on manual tasks.  

Technology Partners

Gain insight into your team’s sales velocity and focus on performance with Spot-Lyte. Founded by a former Top-50 Agency Principal*, Spot-Lyte helps clients seize control of their trading data and hold carrier partners accountable to shared goals. By understanding the day-to-day decisions your underwriters and your sales and placement teams make, you can build a more effective and efficient production engine.

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