Insurance Distribution Management Software Providers (2026)

Three things. First, we're AI-native, meaning we can actually automate a lot of what other tools cannot, but still do so with expert human-in-the-loop. Second, we cover distribution management, internal licensing, surplus lines, and corporate registrations in one platform, so you're not stitching together three vendors. Third, we can migrate your data from any system, even ones with no API. We've pulled data out of legacy portals that other vendors told customers were impossible.

Yes. We can pull your data from Sircon, AgentSync, spreadsheets, or manual systems with no API. Most migrations finish in weeks. We've done this enough times that the process is well understood.

No. Turris runs on its own stack with no external platform dependencies. Full REST API and web application. You don't need to buy another license to use ours.

Yes, and it's one of the most overlooked things in vendor evaluation. Insurance licensing and compliance isn't something you can learn from a product management bootcamp. The difference between a vendor that employs actual compliance professionals — people who've filed licenses, managed appointments, navigated state-specific regulatory quirks — and one that just built software around a spec is enormous. When an edge case comes up (and they always do), you want someone on the other end who's seen it before, not someone reading the same NAIC bulletin you are. At Turris, compliance expertise is embedded in how we build, not just how we sell. We think that matters, especially when regulators are involved.

We're earlier stage and have been focused on building the product and earning customers. Our G2 and Capterra presence is growing. In the meantime, we'll connect you directly with current customers who can speak to their experience.

AgentSync has strong brand recognition, $164M+ in funding, and a real customer base with solid G2 reviews. If you're already a Salesforce shop, the native integration can be genuinely useful. That said, you're paying for Salesforce licensing on top of what's already understood to be one of the most expensive options in the space. They also have new PE ownership, recent executive turnover, and limitations around API access and appointment automation. If budget is a factor or you don't run Salesforce, there are more cost-effective options that don't require platform lock-in.

Yes. Producer Flow is a product of Agentero, which operates an agency network. You can verify this publicly, though you won't find it mentioned in their marketing. If you're a carrier or MGA, it's worth thinking about whether you want your producer data on a platform owned by a company that also operates as a distribution channel.

For very small agencies that only need basic license monitoring, it could work. They have a nice mobile app (Apple Watch support, which is unique) and AI document recognition. But they appear to be unfunded, there are no enterprise proof points we could find, and they lack appointment management, surplus lines, and integrations. If you plan to grow, you'll probably outgrow Agenzee.

RegEd is really a compliance education and CE management company that also does some producer licensing. Their training content library is extensive and they uniquely cover both insurance and securities (FINRA/SEC). But if your actual need is producer onboarding, appointment automation, and distribution management, you're looking at a secondary feature in their platform, not their core focus.

Resource Pro gives you outsourced people who do the work manually. The tradeoff: costs scale linearly (more work = more people), you have no real-time visibility, and your institutional knowledge lives with a third party. BPO makes sense if you have zero ops capacity and no plans to change that. A platform gives you control.

Both are services-led, but ACCEL built its own software (GreenLight) that their compliance analysts use every day. That means you get a real platform with dashboards, reporting, and API integrations — not just outsourced people working in spreadsheets. They're also strong on surplus lines with their BlueBack library and tax calculator. The tradeoff: they're a small team (27 people), agency/broker focused, and don't do appointment management. If you need a compliance services partner with actual software behind it and surplus lines is a big part of your business, ACCEL is worth a look. If you need carrier-side distribution management or appointment automation, they're not the right fit.

Rhoads was acquired by Equality Asset Management in mid-2025 and is being folded into the Auctivo GRC platform. They have nearly 50 years of licensing expertise, but the merger means the product roadmap, support structure, and team are all in transition. If you're an existing customer, it's worth getting clarity on the integration plan. If you're evaluating new platforms, mergers like this typically mean slower innovation and support disruptions in the near term.

Saratoga was formed in late 2025 when PE firms combined 3H Compliance Group (3HCG) and National Licensing Compliance Group (NLCG) into one entity. They bring 20+ years of compliance services experience, their own software (Creative Compliance Hub), and strong entity management and corporate registration capabilities. They're a solid option if you're an agency or broker looking for a managed services partner who also gives you a dashboard and reporting. The PE backing suggests more investment in technology is coming, but right now the platform is services-first. If you need appointment automation, carrier-side distribution management, or API integrations, they're not the right fit.

Sircon has the deepest feature set and the largest carrier install base, built over 30+ years. If you're already running it and deeply invested in the Vertafore ecosystem, migrating has real cost. That said, most of the organizations we talk to are evaluating alternatives specifically because of Sircon's dated UX, poor customer support, legacy APIs, and months-long implementations. We can migrate your data from Sircon using agentic migration (no API dependency) and it typically takes days, not months.

Vymo is a sales engagement platform that added compliance as a module. Their strengths are in producer performance analytics, next-best-action AI, and mobile activity tracking. The OnboardIQ module does handle NIPR integration, JIT appointments, and licensing, but compliance is the add-on, not the core product. If you want sales productivity tools with some compliance built in, Vymo makes sense. If distribution management and deep regulatory compliance are what you're solving for, you'll want something purpose-built.