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Insurance
Small business

Insurance Software - Page 3

Last updated: April 2026

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Features

Insurance Policy Management

Activity Tracking

Contact Database

Contact Management

Claims Management

Integrated with

Xero

QuickBooks Online Advanced

HubSpot CRM

Zapier

Pricing model

Free

Open Source

Free Trial

One Time License

Subscription

Devices supported

Android

Chromebook

iPad

iPhone

Linux

Mac

Web-based

Windows

Organization types

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

User rating

All Reviews

& up

& up

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68 software options

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Sponsored

Bitrix24

4.2

(987)

5

456

4

352

3

120

2

29

1

30

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

All in one business management workspace

Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

Read more about Bitrix24

Users also considered

Applied Epic

4.2

(141)

5

70

4

43

3

16

2

6

1

6

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Your Indispensable Technology Partner.

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

Read more about Applied Epic

Users also considered

Athena

4.1

(19)

5

7

4

7

3

4

2

1

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Life insurance broking solution

Athena life insurance broking tool is a comprehensive solution designed for insurance distributors, agencies, brokers and resellers. It helps calculate and display commissions or incentives for employees or franchisees and reconcile against the calculated commissions and actual commission received.

Read more about Athena

Users also considered

Open GI

4.0

(1)

5

0

4

1

3

0

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Policy administration for insurance brokers & agencies

Transactor is a full cycle administration and policy processing solution for underwriting agencies, brokers, insurers & MGAs to streamline insurance delivery

Read more about Open GI

Users also considered

Agency Matrix

3.7

(104)

5

39

4

29

3

14

2

11

1

11

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Agency Management Solution

Insurance Agency Automation Solutions
Agency Software

Read more about Agency Matrix

Users also considered

EZLynx

3.7

(74)

5

29

4

17

3

15

2

3

1

10

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Your most productive employee.

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.

Read more about EZLynx

Users also considered

Guidewire

3.1

(16)

5

4

4

4

3

3

2

0

1

5

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Deliver insurance your way.

Guidewire provides flexible core systems that enable you to deliver insurance the way you’ve always wanted to. Our core system suite spans the entire property/casualty (P/C) insurance lifecycle—underwriting, policy administration, billing, claims, and reinsurance management.

Read more about Guidewire

Users also considered

AgentSync

1.0

(1)

5

0

4

0

3

0

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Compliance management solution for insurance agencies

Designed for carriers, agencies, and managing general agents (MGAs), AgentSync is a compliance management solution that helps streamline onboarding, contracting, licensing, appointing, and other processes across property-casualty, life, health, and annuity insurance markets. It includes agent and self-service developer portals, transparent data and reporting, just-in-time (JIT) appointments, background checks, and National Insurance Producer Registry (NIPR) synchronization.

Read more about AgentSync

Users also considered

Proformex

(0)

Inforce Policy Management for Life & Annuities

Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance.

Read more about Proformex

Users also considered

NOBL

(0)

Insurance management platform with an API

NOBL offers an API that provides customers with programmatic access to directly integrate their business into the system for automated claim processing and data integration. The platform automates the manual processes in insurance pricing, purchasing, and claims management.

Read more about NOBL

Users also considered

INDIS

(0)

Cloud-based risk management solution

INDIS is a cloud-based solution designed for insurers and mutual investors, which automates business processes through regulations by analyzing financial and non-financial data.

Read more about INDIS

Users also considered

Bold Penguin

(0)

Software for managing commercial insurance operations

Bold Penguin offers a suite of innovative insurance technology and quoting software solutions designed to simplify the commercial insurance experience for agents, brokers, carriers, and small-to-medium sized businesses (SMBs).

Read more about Bold Penguin

Users also considered

Smart Agent

(0)

Web-based insurance management platform

An online software and mobile application for insurance agents which helps them to manage their insurance sales data digitally and grow their businesses.

Read more about Smart Agent

Users also considered

GO-INSUR

(0)

Digital insurance platform for brokers, insurers, and MGAs

GO-INSUR is a cloud-based digital insurance platform designed to help insurers, brokers, and managing general agents (MGAs) create, manage, and sell policies either directly to the customers or via brokers. Key features include commission disbursements, white labeling, data export, and reporting.

Read more about GO-INSUR

Users also considered

AgencySmart

(0)

Work Smart...AgencySmart!

Whether you are a small retail shop or a national TPA or General Agent, AgencySmart is the software product that is designed to help insurance agents be more productive, more effective and more profitable.

Read more about AgencySmart

Users also considered

Floapi

(0)

AI & Automation Built for Insurance Brokerages

Floapi is an AI-powered automation platform built for insurance brokerages. Through FloapiConnect, it automates commercial billing, eDocs processing, renewal requoting, and AI note-taking, helping brokers reduce manual work and focus on clients.

Read more about Floapi

Users also considered

Figuro

(0)

Sell more, simplify insurance, grow sales.

Streamline workflows, automate tasks, and gain insights with a centralized platform. The client portal offers a seamless digital experience, empowering customers with self-service options. With Figuro, users will
Sell more policies
Deliver superior customer service
Gain a competitive edge with data

Read more about Figuro

Users also considered

P&C Claims Intake Decisions

(0)

Automate and optimize claims decisions

P&C Claims Intake Decisions is a claims management software designed to help businesses manage their claims, adjuster, and customer interactions. The solution enables managers to manage and track all claim-related activities in one place.

Read more about P&C Claims Intake Decisions

Users also considered

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