Partner XE vs InsurGrid

Side-by-side from the Top 11 ranking of Applied Epic vs Vertafore AMS360 vs HawkSoft: 11 Best Insurance Agency Management Software 2026. Last verified June 30, 2026.

The short answer

Partner XE ranks higher on Top 11 (#9 vs #11) for Independent insurance agents and agency owners managing policies, clients, and commissions. A user-owned AMS with a focus on community.

At a glance

Partner XEInsurGrid
Top 11 rank#9 / Applied Epic vs Vertafore AMS360 vs HawkSoft: 11 Best Insurance Agency Management Software 2026#11 / Applied Epic vs Vertafore AMS360 vs HawkSoft: 11 Best Insurance Agency Management Software 2026
Score (out of 9.4)7.6
Best forCommunity-focused agenciesAutomating client data collection
Pricing$$$ (Quote-based)$$ ($99 to $299/mo)
HQNewark, OH, USADenver, CO, USA
Founded19822019

Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.