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AgencyElevate

AgencyElevate, a longstanding AMS leader, released version 2026 with a transformative machine learning module. The new 'Predictive Insights Engine' analyzes historical policy and claims data to forecast client churn, recommend coverage upgrades, and prioritize renewals. It also introduces a unified sales and service desktop that adapts to user roles. AgencyElevate now supports over 150 carrier direct connects, many with real-time rating and binding. The platform’s open API has been expanded for third-party integrations. Already used by 10,000+ agencies, the 2026 update significantly enhances productivity for both commercial and personal lines.

From $300/mo
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Key Features

  • Predictive churn and upsell models using ML
  • Unified role-adaptive desktop for sales & service
  • 150+ carrier direct real-time integrations
  • Expanded open API for custom integrations
  • Advanced renewal management with automated workflows

Pros

  • +Easy to use
  • +Good support
  • +Regular updates

Cons

  • -Learning curve
  • -Pricing could be clearer