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Commercial Insurance Software

Last updated: March 2026

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3 software options

SmartIQ logo

Guided Forms, Doc-Gen, Workflow, Integrations | Next-Gen CCM

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Intelledox is a cloud-based solution designed to help businesses automate processes for customer service, on-boarding, and acquisition. The custom form builder lets users collect information for loan applications, claims, and other documents, streamlining cross-channel interaction across pipelines.

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Velocity logo

Insurance agency management system

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Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more

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CoverWallet for Agents logo

Commercial insurance policy and rating software

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CoverWallet for Agents is an insurance rating software designed to help businesses compare quotes from various carriers and purchase policies. Administrators can fill custom applications with details including annual revenue, general liability limit, and balance of payments (BOP) on a unified interface.

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