Special Agent
Affordable agency management software for independent P&C insurance agencies
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
At a Glance
- Founded
- 1996
- Headquarters
- Holbrook, Massachusetts, USA
- Employees
- 1-10
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management System (AMS)
- Insurance Verticals
- P&C Personal P&C Commercial
- Target Customers
- Agents/Agencies
Customers
- John R Sweeney Insurance Agency
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Last updated: 2026-05-18