Special Agent

Affordable agency management software for independent P&C insurance agencies

Distribution & Sales Established 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.