Relay works alongside the systems you already run.

AgencyZoom

AgencyZoom is a sales and CRM platform for insurance agencies, owned by Vertafore. It is not a full agency management system. It focuses on winning and keeping business: lead management and a drag-and-drop sales pipeline, onboarding and retention automation, performance dashboards and goal tracking, automated Google review requests, commission plan tracking, and a mobile app for producers. Most agencies run AgencyZoom next to a separate AMS, which stays the system of record for policies and accounting.

AMS360

AMS360 is an agency management system from Vertafore, Inc. It is built for independent P&C agencies, from small shops to large multi-location firms. It centers on carrier download, where new policies, endorsements, claims, and renewals flow in without re-entry, plus agency accounting with billing, invoicing, and auto-calculated commission splits, policy management, reporting, and customizable workflows. For an AMS360 shop, the AMS is the system of record: the book, the ledgers, and the downloaded policy data all live there.

Applied Epic

Applied Epic is an agency management system from Applied Systems, Inc. It is browser-native and built for growth-minded mid-size and enterprise independent agencies, often running across multiple locations. In one system it handles the policy lifecycle, personal and commercial lines quoting and submissions, accounting and digital payments, prospecting and pipeline, operational reporting, and both P&C and benefits business. For an Epic shop, the AMS is the system of record: clients, policies, activities, attachments, and accounting all live there.

EZLynx

EZLynx is an all-in-one agency management system and insurance CRM from Applied Systems, Inc. It is web-based and used by independent agencies, with a comparative Rating Engine at its core that returns quotes from connected carriers on a single data entry. Alongside the rater it organizes quotes, policies, documents, service requests, and client communications, and it offers agency websites. For an EZLynx shop, the management system is the system of record and the rater is the daily quoting tool for the carriers wired into it.

HawkSoft

HawkSoft is an agency management system used widely by independent P&C agencies, known for per-client workflows and strong retention among smaller shops. The AMS is the system of record: policies, clients, activity logs, and accounting live there.

NowCerts

NowCerts is a cloud-based agency management system for independent P&C agencies. Founded in 2009, it merged and rebranded as Momentum in 2024, and the platform is now marketed as Momentum AMP. It runs the core of an agency in one place: policy management, billing, an integrated CRM, ACORD forms, certificate issuance, loss runs, endorsements, reporting, and automation. Momentum also ships its own AI tools that read data off ACORD forms and declaration pages. The AMS is the system of record: policies, clients, activity logs, and accounting live there.

QQ Catalyst

QQ Catalyst is a cloud-based agency management system from Vertafore, built for growing independent agencies. It keeps policy and client data in one place and layers on workflow automation the vendor calls smartflows, plus a built-in sales pipeline manager and more than 50 pre-built reports. It supports carrier downloads for policy data, claims, eDocs, and Direct Bill Commissions, and it connects to Vertafore's PL Rating comparative rater. The AMS is the system of record: policies, clients, activity logs, and accounting live there.