# Special Agent

> Affordable agency management software for independent P&C insurance agencies

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Holbrook, Massachusetts, USA |
| Founded | 1996 |
| Stage | Established |
| Employees | 1-10 |
| Funding | Bootstrapped |

## Overview

Special Agent is an agency management system (AMS) for small- and mid-sized independent property and casualty (P&C) insurance agencies. The platform provides core tools for managing clients, policies, billing, accounting, and carrier communications, delivered as a cloud-based subscription service.

The product includes a client and policy database, ACORD form generation, integrated accounting, carrier upload/download via the Ivans network, and a Real Time Live Link for direct carrier data integration. The focus is on simplicity and low total cost -- Special Agent positions itself as an alternative to larger enterprise AMS vendors at a fraction of the price, with up to 75% savings claimed versus competing systems.

Founded in 1996 by Chris Baker, the company remains privately held and bootstrapped. It serves US-based independent agencies and maintains a lean support team.

## Products & services

### Special Agent AMS

A cloud-based agency management platform for independent P&C insurance agencies. The system handles the full range of agency operations from client intake through policy management and billing.

**Key features:**

- Client and policy database with renewal tracking
- Built\-in accounting and automated billing workflows
- ACORD form generation and processing
- Carrier upload/download integration via Ivans network
- Real Time Live Link for direct carrier data access
- Integrated word processing and document management
- Customer support portal

*Target users:* Independent P&C insurance agents and small to mid\-sized agencies

## Category & focus

- Subcategories: Agency Management System \(AMS\)
- Insurance verticals: P&C Personal, P&C Commercial
- Target customers: Agents/Agencies

## Notable customers

- John R Sweeney Insurance Agency

## Links

- Website: <https://www.specialagent.com>
- Directory profile: <https://insurtechlist.com/companies/special-agent/>
- Product: <https://www.specialagent.com/product/>
- Support: <https://specialagent.com/support/>
- Control panel: <https://controlpanel.specialagent.com>
- Capterra listing: <https://www.capterra.com/p/2543/Special-Agent/>

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*Last updated: 2026\-05\-18*