Streamline your insurance agency operations

Insurance Agency Management Software

Agency management with integrated AI. Perfect for independent and captive agencies. Manage clients, policies, ACORD© forms, document management, claims, renewals, invoicing, business reporting and more.

Trusted since 1995

Replace Fractured Software with One Complete Solution

Stop juggling disconnected apps. ABS Agency Builder seamlessly connects all 15 core functions of your agency into one easy-to-use platform.

Client & Carrier Operations Document & Communications Growth & Financial Control Office & Workflow ABS AGENCY BUILDER Unified Platform ACORD Forms Carrier Gateway (Client/Policy) AI Assistant (Built-in AI) Document Manager Built-in Word Processing Business Letter Library Cross-selling Existing Biz New Business Marketing Invoice Management Receipt Management Business Mgmt Reports Phone Call Log Task Manager (To-Do & Reminders) Activity Log Office-wide Calendar

Who should use ABS Agency Builder?

  • Independent insurance agencies of all sizes.
  • Direct writers, like Farmers, Allstate, and those agencies who want control over their own business.
  • Start-up agencies looking for a comprehensive yet affordable management system.
  • Agencies seeking to replace expensive, outdated or inefficient systems.
  • Agencies that want to leverage the power of AI to improve their operations.

AI Assistant - Artificial Intelligence for Faster, More Efficient Operation

Picture every user having an expert at their desk that can immediately answer software or insurance-related questions. You don't need to be a tech expert. Simply use everyday language to get help with a wide range of tasks from how to use the software to getting insights about your business. You can even ask AI Assistant to perform many of the time-consuming tasks of running the agency. Here are just a few examples of what it can do:

  • Get instant help with any ABS feature or function. A virtual tutor for new employees, or a helper for seasoned professionals.
  • Write professional sales or support messages even in a foreign language.
  • Analyze your data with simple questions, not complex queries.
  • Receive step-by-step guidance for complex tasks.
  • Familiar user experience similar to other popular products like ChatGPT, Claude, Gemini and others.
  • See the ABS AI Assistant details.

Why Choose ABS Agency Builder?

Insurance agencies have relied on ABS Agency Builder since 1995 to simplify routine tasks, increase productivity, improve sales closing rates, and manage marketing campaigns. Here's one agent's testimonial: "I have used ABS for almost 30 years in my agency. I can say this program has been one of the best investments I have used in my agency..." Another one says, "... we have used 4 different management systems, including AMS, EZLynx and ITC ... I can truly say [ABS is] the best value for your money...."     Read more reviews — unfiltered.

Insurance CRM and Client Management

ABS Agency Builder offers comprehensive client relationship management tools to help you build stronger connections with your clients and streamline your sales process. Click here for more details.

ACORD© Forms Software with Auto-Fill

ABS Agency Builder includes over 700 ACORD© forms with auto-fill capabilities. Save time and reduce errors by automatically populating forms with client and policy information that's already in the system.

Insurance Document Management

ABS Agency Builder provides robust document management features to help you organize and access your agency's important documents. Store client documents, policy information, claims documentation, and more.

Cloud and In-Office Deployment Options

ABS Agency Builder offers flexible deployment options to meet the needs of your agency. Choose between cloud-based access for remote work and in-office installation for agencies that prefer to keep their data on-site. In-office installations can use a local server or be a serverless solution.

Complete Insurance Agency Management Solution

ABS Agency Builder offers everything needed to run a professional agency. Available in all 50 states, it includes client and policy management, ACORD© forms, document management, invoicing, receipt management, claims tracking, business reporting, marketing campaigns, data analysis and many more features that insurance agencies need to operate efficiently and profitably. Read what our customers say about us.

Ready to Streamline Your Agency?

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