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Insurance Software

Insurance Agency software automates the business, customer service and office management activities for insurance agencies.

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AdInsure is an award-winning standard insurance platform designed for Life, Non-Life and Commercial insurers and insurance Brokers. Learn more about AdInsure
AdInsure insurance platform ensures insurance businesses keep up with industry changes. It connects and supports all insurance teams, helping them work smarter, launch faster, and provide modern CX. Built around best practices, AdInsure acts as a foundation of award-winning solutions: AdInsure for Non-life, Life, and Commercial insurers, and AdInsure for Brokers. Features for insurance business teams: Core Systems (PAS, Billing and Collections, Claims and Recoveries), Non-Core features (Commission management, Reinsurance), Digital tools (agent portals), Data Analytics. Change-management capabilities for IT and operations: No code/low code compliant architecture, a modern integration framework that includes out-of-the-box API, AdInsure Studio (an end-to-end tool for product design, testing, and distribution) and Cloud support. AdInsure combines comprehensive features in a single, unified platform and connects your insurers with emerging technologies, service providers, and partners. Learn more about AdInsure

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Bitrix24 is #1 free insurance agency management platform used by 12 million teams. Cloud, mobile, open source.
Bitrix24 is #1 free insurance agency management platform used by 12 million teams worldwide. Cloud, mobile, open source. Free CRM, appointment scheduling, agency management, quotes, invoices, contracts, email marketing, calendars, more. Learn more about Bitrix24

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform. Learn more about EngageBay CRM

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Jenesis offers an insurance agency management system, website design, and digital marketing services to insurance agencies.
Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a wide array of features tailored to streamline workflows, enhance client relationships, and boost productivity. From policy management and quoting to customer relationship management (CRM) and reporting, Jenesis provides a centralized hub for all essential agency functions. Its intuitive interface and customizable workflows enable users to tailor the system to their specific requirements, enhancing efficiency and productivity. Jenesis' Web-based system offers flexibility allowing agents to work remotely, collaborate seamlessly, and provide superior service to clients on the go. Jenesis also offers website design and digital marketing services making Jenesis a comprehensive solution for insurance agencies. Learn more about Jenesis Software

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Indio simplifies the P&C insurance application and renewal process for agents by creating a fully digital, modern customer experience.
Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded with a library of 10,000+ digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing. Learn more about Indio

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Business budgeting software that provides a company with the financial and operational information it needs to make better decisions.
Elevate your budgeting, planning, and modeling with enterprise planning software. Familiar Excel-like sheets streamline the planning process and allow you to drill down into cell values in order to extract and share strategic insights. Configurable options and the ability to create custom calculations within your model give you the flexibility to adapt as your business grows and changes. Workday Adaptive Planning is positioned as a Leader in Gartner's 2019 Magic Quadrant for Cloud FP&A Solutions Learn more about Workday Adaptive Planning

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Boost sales team productivity up to 4x with our top-rated Power Dialing & Sales platform. Blend phone/email/SMS and close deals faster.
LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card. Learn more about PhoneBurner

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
NowCerts: Streamline insurance agency operations with our innovative, user-friendly, and affordable management platform.
At NowCerts, we lead the way in digital innovation for insurance agencies. Our suite of tools goes beyond our advanced AMS software to include RATE!, a commercial rater for precise pricing, PremFi for seamless premium financing, Automate365 for CRM efficiency, LeadX for optimized lead distribution, and Fusion, our state-of-the-art AI automation center. With seamless integration and strategic partnerships with industry leaders, such as Automate365, ACORD, InsuredMine, and more, we ensure smooth communication and data transfer. Our dedicated support team and extensive knowledge base are always available to guide you on your journey to streamlined agency management. Discover how our solutions can transform your operations and elevate your business to new heights. Learn more about NowCerts

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting.
Applied Epic® is an agency management platform that allows agents to manage their business across all roles and locations for both their P&C and Benefits books of business. Applied Epic delivers a single view of the customer across lines of business, roles and locations and provides essential capabilities for each stakeholder within the business to more effectively manage customer relationships, sales opportunities, market appetite search, quoting, financial accounting, reporting, and policy and benefits administration. Using open and scalable architecture, it supports acquisitions and integrations of both Applied and third-party applications to ensure productivity and profitability as the needs of the business change. Use Applied Epic to reduce operating costs and gain greater business insights, increase employee productivity and satisfaction, Build an agile technology strategy on an open and secure platform, and Foster better insurer relationships and save time servicing customers. Learn more about Applied Epic

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Faster, Easier, Integrated Insurance Payment Services
ePayPolicy's insurance-built payment platform helps insurance organizations accept payments online to speed up receivables, bind policies faster, and provide a seamless user experience. Beyond collections, you’ll have access to a variety of features to streamline accounting operations. ePayPolicy integrates payments into 18 of the most popular management systems, like Vertafore, Applied, NowCerts, and many more. Learn more about ePayPolicy

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth. Learn more about AgencyBloc AMS+

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Get access to a variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more.
Creatio CRM for insurance is the end-to-end platform providing access to a broad variety of workflows automation - insurance policy management, claim lifecycle operating, commission management and much more. Equipped with advanced tools for sales & marketing, referral and opportunity management to streamline your business growth. Learn more about Creatio CRM

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Insurance agency management software that lets you nurture and grow your book of business, your staff and your office from anywhere.
Agency Matrix, now part of ITC, is the most robust and affordable cloud-based technology company in the marketplace. Leading today's independent insurance agencies with cutting-edge technology, we are committed to delivering agency management software solutions that help you reach your business goals. Learn more about Agency Matrix

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Snappii is a leading Mobile Apps and form apps company. About 500,000 people use Snappii Business Apps in 30+ Industries.
Snappii is a custom mobile app development company that delivers native iOS and Android apps efficiently and affordably thanks to its codeless mobile app development platform. Snappii specializes in Daily Logs, Project management, change management Apps predominantly for the Construction, Inspection and Field Services industries. Snappii has helped thousands of customers to ditch paperwork and improve collaboration between the team and the office. Contact us for a Free quote. Learn more about Snappii

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle.
With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. Let EZLynx do the work so you can focus on selling and growing your book of business. We want to earn the title of your most productive employee every single day. EZLynx Rating Engine EZLynx Rating Engine™ is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. EZLynx Management System EZLynx Management System™ leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information. Learn more about EZLynx

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.
A1 Tracker insurance policy management software is robust and includes features to manage insurance policies, insurance quotes, customer service, and claims management. A1 Tracker is suitable for businesses with multiple different insurance products, including health insurance, liability, commercial, aviation, marine, umbrella, and auto insurance. A1 Tracker streamlines insurance companies with automatic policy renewal notifications, policy document generation, and policy document management. Learn more about A1 Tracker

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Sentry is the only developer-first app monitoring platform that gives real-time visibility into issues that matter to fix them faster.
With support for 99 platforms as well as single-tenant offerings, Sentry is essential for monitoring application code health. From Error tracking to Performance monitoring, developers can see clearer, solve quicker, and learn continuously about their applications - from the frontend to the backend. Learn more about Sentry

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Our unique partnership philosophy drives our systems 97% recommendation rate and 18-year average agency retention.
Since 1995, HawkSoft is a leader in management systems that powers thousands of agencies who want effective workflows for property and casualty insurance without sacrificing a delightful experience for staff and policyholders. Created by independent agents, HawkSoft takes pride in being independently-owned. HawkSoft bundles all the core features to manage, grow, and measure your agency and offers API integrations with established service providers to expand your insurance technology stack. Learn more about HawkSoft CMS

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Life insurance quoting tool that helps agents create quotes for their clients via their websites, mobile devices, & PCs.
Life insurance quoting tool that helps agents create, process, and manage coverage quotes in batches and embed them across websites, mobile devices, & PCs. Learn more about Compulife Quote Software

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
Enroll Your Clients for ACA Plans in 5 Minutes or Less! ACAExpress.com provides insurance agents the power to stay ahead in an ever-changing industry. Our revolutionary ACA enrollment platform provides agents the tools they need to increase productivity in a simple, quick, and efficient platform. We put the power of health insurance enrollment back into the hands of agents by providing an ACA enrollment solution that is simple for agents to use. Learn more about AgentExpress

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
A comprehensive solution for managing Sales, Leads, Marketing, Help Desk Ticketing, a Customer Portal and Project Management.
Ideal for for businesses of 5 to 50 users looking for an easy to use, customizable solution for managing Sales, Marketing, Customer Service Ticketing and Project Management. Used in 30 industries in a dozen countries around the world. Fully integrated with MS Outlook & Google. Mobile Access included. Learn more about Commence

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Anagram delivers eligibility, benefits, and claims for vision insurance patients, in-network and out-of-network, in one simple platform
Anagram is an all in one vision insurance software platform that helps healthcare providers and patients access in-network out-of-network benefits in minutes and submit claims online. No more dealing with insurance companies by phone or submitting claims by paper. Anagram allows eye care providers to navigate all vision plans in a single software tool delivering eligibility, benefits, and claims for vision plans so that you can focus on patient care instead of vision insurance administration. Learn more about Anagram

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Premium Payment Tracker - Track you Premium Commission payment to identify and reclaim missing payments from you Carriers
Premium Payment Tracker - Track you Premium Commission payment to identify and reclaim missing payments. Simply upload your premium payment data into Commissionly, or have us do it for you, to create a report that identifies missing commissions. Missing premium payments are missing profit - reclaim yours. See premium payments made through the life of the policy. Learn more about Commissionly

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.
QQ Catalyst is a revolutionary new cloud-based insurance agency management system. Catalysts innovative user interface offers capabilities and design features unlike anything insurance agencies have ever seen before. With no set-up fee's, no monthly contract and a 30 day money back guarantee, we make it easy to do business with QQSolutions. Come and see why over 23,000 agents and over 5,000 agencies rely on our technology everyday to manage their business. Learn more about QQCatalyst

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Leading agency management system with CRM, marketing and commission tools for L&H and senior agencies. No long-term contract required.
NextAgency saves insurance agencies time, money and clients with an agency management system featuring CRM, marketing, and commission management tools. Designed specifically for agencies selling benefits, senior and life products, NextAgency is great out-of-the-box and easy to personalize for the way your agency works. NextAgency keeps you organized with all your agency information in one place. Get more done, automate workflows, sync emails, contacts, and calendar events, track commissions and sub-agents, and generate compensation disclosure forms. Integrate with Ease and BerniePortal. No long-term commitment required. Free support and training. Please note our 5.0 star rating on Value for the Money here on Capterra. Learn more about NextAgency

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software