Insurance Agency Software

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and... Learn more

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use... Learn more

Jenesis is a cloud-based solution that helps insurance agents manage personal and commercial lines and obtain new potential customers. Key features include claims management, rating engine, policy processing and reinstatement... Learn more

Indio is a cloud-based property and casualty insurance agency (P&C) solution, which helps manage and streamline insurance application and renewal processes. The platform comes with a form engine, which lets firms display... Learn more

PhoneBurner is an outbound call center solution that allows users to log in from their computer and make calls from the connected phone, using imported or admin-provided lead lists. The system offers functionalities that include... Learn more

NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities include commission tracking, task management, claims management, reporting, self-service certificates, reminders,... Learn more

Applied Epic is a cloud-based insurance solution that assists agents, brokers, insurance providers and consumers with the exchange of insurance data and information. Key features include policies and benefits administration,... Learn more

ClientCircle is complete suite of sales, marketing, and communications tools and services that help insurance agencies grow. We help insurance agents manage the full customer journey—from prospecting to cross sales to building... Learn more

AgencyBloc is an agency management software for life and health insurance agencies looking for a more effective way to increase company's profitability, enhancing customer satisfaction and controlling costs in today's competitive... Learn more

Agency Matrix is an integrated cloud-based solution that integrates financial management, human resources and project management into a single platform. You can access every customer, policy, form, endorsement, payment, image,... Learn more

Snappii, a leading Mobile Business Apps and Forms company, offering Business Process Automation and Field Reporting Apps used predominantly in Construction, Inspection and Work Order management, has made the digital transformation... Learn more

EZLynx is an insurance agency management software that streamlines all agency workflows. It provides back-office management features, CRM, and marketing automation tools that help agents strengthen relationships with customers... Learn more

Designed for the insurance industry, Compulife Quote Software is a web-based software that helps businesses with providing quotes for insurance offerings. Compulife Quote Software’s features consist of responsive design, mobile... Learn more

HawkSoft is an insurance management solution designed for independent agencies. HawkSoft offers workflows for commercial and personal lines and an auto-documentation process that builds a trail of every client interaction.... Learn more

A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform. A1 Tracker's features include contract approval workflow, documents, vendors, audits, reminder notifications, templates,... Learn more

Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size businesses and helps them to manage communication with existing and potential customers. The solution includes various... Learn more

Commissionly is a cloud based sales commission and compensation solution for ISO's FMO's, Insurance Brokers, Merchant Services Companies, Financial Services and Education , Telecoms and Energy Companies. The Commissionly... Learn more

Eclipse is an insurance agency management system for independent insurance agents with both on-premise or cloud-based deployment. It provides features for single agencies as well as multi-agency locations of all sizes. The... Learn more

Wrapbook is a payroll solution that helps businesses in the entertainment industry hire and manage employees, vendors and contractors in compliance with industry regulations. It allows team members to create personalized profiles... Learn more

Commission Tracker is an on-premise and cloud-based solution that enables insurance agencies to manage policies and calculate agents' commissions. Administrators can sort existing policies based on agents, carriers or clients and... Learn more

NextAgency is the Nation's leading Insurance Agency Management Platform featuring CRM, marketing, and commission tracking tools. The software is designed for life and health agencies, but is easy to customize for your agency. Nex... Learn more

With a claims engine as its core, VCA Software (formerly known as Virtual Claims Adjuster) is a global SaaS platform focused on improving policyholder satisfaction and retention, while providing a next-generation ecosystem to... Learn more

FileTrac is a web-based claims management solution for independent adjusters and insurance businesses of all sizes. FileTrac’s tools and resources are engineered to reduce human error and human capital costs, thus reducing claim... Learn more

Agency Advantage is an agency management software designed to help businesses streamline customer retention and boost sales, profit and renewals. Key features include document management, quotes/estimates, claims management,... Learn more

Anagram, formerly Patch, is a cloud-based insurance management solution, which assists health centers and medical practitioners with claim submission and out-of-network benefits management. Key features include ROI tracking,... Learn more

We are Nest – a company that helps Brokers, MGAs and Program Managers to sell Insurance with our products and components. We believe in simplicity and lower cost per policy. Our customers depend on us to make sure that their... Learn more

Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014. Insly delivers a scalable solution for C-Suite employees and underwriters looking to launch and distribute new products.... Learn more

ProNavigator is purpose-built for underwriters, claims and operations teams, and agencies to organize all of their guidelines, wordings, operating procedures, marketing material and more. We simplify and speed up accessing... Learn more

Velocity is a cloud-based agency management system for property and casualty insurance carriers. It helps users handle the needs of general agents, program administrators, wholesalers, carriers, reinsurers and retailers. The core... Learn more

IMS 4 is an on-premise and cloud-based solution that helps insurance agencies manage various administrative operations such as document storage, drip marketing, receipt generation and more. Professionals can store clients’ policy... Learn more

ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions,... Learn more

InsuranceSuite is an insurance management solution that helps agencies streamline operations and manage claims, bills and receivables, as well as underwriting and policy administration. The solution can be deployed in the cloud... Learn more

Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the... Learn more

Vertafore Agency Platform is a cloud-based insurance management solution designed for insurance companies of all sizes. It offers accounting, customer management, document management, policy management and reporting within a... Learn more

ISI Enterprise is a cloud-based insurance solution that assists businesses in policy administration, billing, claims and other related services. Key features include reinsurance management, a policy rating engine, document... Learn more

BindHQ by Owsy is a cloud-based insurance solution designed for specialty insurance distribution. The solution is built to serve wholesalers, managing general agents (MGAs) and managing general underwriters (MGUs). Key features... Learn more

Applied CSR24 is a cloud-based self-service customer portal for insurance companies. It offers clients online and mobile access to an organization's policies' information. Key features include document management, claims... Learn more

Claimable is a claims management solution designed to help businesses settle, organize, store, filter and handle insurance claims from within a unified platform. Users can create reports by adding customizable conditions, label... Learn more

Co-founded in 2000 by husband and wife Alan and Arpie Zavian, PlanetBids, Inc. is a software development company with a mission to provide web-based procurement solutions to help procurement professionals in the public, private,... Learn more

Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, campaigns, conversion tracking, reviews, claims and cross-selling. Key features include document management,... Learn more

AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workflows, manage the relationship and generate leads by skills-based routing. The solution is cloud-based... Learn more

tigerlab offers a cloud-based Insurance Platform as a Service (IPaaS), designed for insurers, MGAs, insurance startups and digital businesses. The software automates the whole insurance policy lifecycle, from policy issuance to... Learn more

Virtual Benefits Administrator is a cloud-based claims processing solution that helps organizations of all sizes manage various types of health care benefits. Its claims management platform allows users to handle a variety of... Learn more

Agentero is a cloud-based solution that enables insurance agencies to interact with clients and manage insurance policies on a centralized platform. It provides mobile applications for Android and iOS devices, which helps... Learn more

Agency Master is an insurance agency management solution that helps businesses manage insurance claims for trucking and transportation industries. It allows organizations to prepare insurance certificates, trailer interchange... Learn more

SiegeAMS is a cloud-based solution that helps insurance agencies handle and streamline reporting, document management, task assignment and various other administrative processes. Professionals can use the dashboard to configure... Learn more

Surfly provides co-browsing and collaboration technology that lets you upgrade any conversation, from any channel as if you are sitting side-by-side. Co-browsing session instantly begins in a browser window using a link or... Learn more

Pathway is a cloud-based automated insurance communication platform, which helps manage and streamline client-facing communications using emails and texts. The software can automate renewal, billing, weather and marketing... Learn more

Nexsure Agency Management is cloud and mobile-based agent management solution, which helps manage, improve and accelerate the growth of insurance-related operations. Designed primarily for brokers, agents, wholesalers and program... Learn more

Salesforce Health Cloud is a patient management platform designed to help medium to large healthcare organizations manage inquiries, track issues, deliver post-acute care processes and more. Key features include clinical data... Learn more