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Insurance Policy Software

Last updated: February 2026

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68 software options

Macaw logo

Macaw

With Macaw AMS, you may not need a physical office any more.

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Built around a customer-centric model, Macaw AMS supports end to end processes for Insurance Brokers especially for the MGAs, MGUs, Program Managers and Lloyds Cover-holders. Macaw is best for its flexibility and time to market. Macaw AMS is expected to cut down the cost per policy to one third.

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Jenesis Software logo

Jenesis Software

Insurance agency management solution

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Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

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GO-INSUR logo

GO-INSUR

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Digital insurance platform for brokers, insurers, and MGAs

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GO-INSUR brings digital transformation to the policy admin system to deliver an innovative, cloud-based insurance policy solution that's agile, robust and rapidly scalable. Built by digital insurance specialists, GO-INSUR enables you to rapidly distribute new products and drive policy sales.

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Compulife Quote Software logo

Compulife Quote Software

Life Insurance Quoting Software

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Compulife Quote Software is a quoting solution for the insurance industry, which provides features such as customizable forms, insurance quotes, mobile access, and responsive design.

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A1 Tracker logo

A1 Tracker

Enterprise risk management software

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A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.

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NowCerts logo

Agency management system for insurance agents

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NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs.

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Hourly logo

Cloud-based time-tracking and payroll management software

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Hourly is a cloud-based human resource (HR) management application that enables small businesses to manage workers' compensation and payroll processes and track employees' working hours and live location in real-time.

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Sembley logo

Insurance forms solution for the modern agency

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Sembley is an innovative cloud-based solution that transforms the way commercial property and casualty (P&C) insurance brokers and agencies manage their insurance submissions and renewal processes.

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Eclipse logo

Agency management software for insurance firms of all sizes

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Eclipse is a cloud-based agency management software designed to help small to large insurance firms manage policies, customers, claims, documentation, accounting and reporting. The platform enables users to process company, as well as producer commissions and financial transactions.

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Agency Advantage logo

Insurance agency software with comparative rating

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Agency Advantage is a web-based software designed to help insurance agencies create marketing campaigns, collect and save data using ACORD forms, and streamline communication with clients. It lets teams send text messages to individual clients and manage their trust accounts.

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Billy logo

Insurance tracking and compliance management software

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Billy offers an easy and cost-effective way to track certificates of insurance, automated renewal requests, and continuous end-to-end compliance.

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pVerify logo

Patient eligibility verification for healthcare providers.

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pVerify is a cloud-based solution that helps healthcare organizations verify patient insurance eligibility on a centralized interface. The platform includes APIs and eligibility benefits verification that helps medical professionals verify prior authorization, claims status, and more. pVerify also offers batch eligibility solutions for medical, dental, and vision providers. Key features include real-time APIs, parsed benefits, EMR/PM integration, custom business rules, and more.

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InsuredMine logo

Integrated agency management software for insurance firms

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InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.

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Insly logo

A full-cycle low-code insurance software solution.

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Quick and efficient policy management controls for emailing policy documents, invoicing, renewals, cancellations etc.

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ProNavigator logo

The only software purpose-built for insurance pros.

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ProNavigator is purpose-built for insurance professionals to organize every document you need in one convenient, easily searchable place.

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Surefyre logo

Cloud-based customer relationship management (CRM) solution

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Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers including property, casualty, life, and health care insurance providers. The application retains customer information by automatically generating personal and commercial policies whenever new leads are added to the system. This allows agents to receive a commission on all sales generated after sending just one lead.

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mPACS logo

Insurance management for agencies & insurance brokers

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mPACS provides a complete solution for insurance agency management

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Surfly logo

Universal Co-browsing and Collaboration Technology

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Surfly is a secure co-browsing and collaboration technology that lets you upgrade any conversation, from any channel.

Instantly innovate your existing online interactions without changing your original application or installing software.

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tigerlab logo

Enabling Innovations Globally

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i2go is a comprehensive policy management solution, which automates the entire policy lifecycle from Issuance to Cancellation. With an CRM Core system users can keep track of all activities related to a policy and policy holder by also enabling users to assign tasks automatically or manually.

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ParaCode logo

Straightforward insurance technology from straight talking

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ParaCode is a cloud-based policy administration and claims management software platform that is product agnostic and is aimed at anyone in the insurance market including MGA’s, Brokers and Insurers who want to take advantage of our Broker portal, Marketplace and Online sales functionality.

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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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MediClaims logo

Claims management software for healthcare organizations

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MediClaims is a claims management software that helps organizations manage benefits administration for flexible spending accounts (FSA), Health Reimbursement Arrangements (HRA), and Health Savings Accounts (HSA) across several healthcare sectors, including medical, dental, and vision.

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Partner XE logo

Web-based insurance and claims management software

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Partner XE is a web-based insurance and claims management software that helps businesses manage documents, proposals, client information, accounting, and more from within a unified platform. It allows staff members to automatically send text messages to clients regarding policy renewal, late payments, and other relevant information.

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SiegeAOS logo

Cloud-based insurance & policy management software

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SiegeAMS is a cloud-based software designed to help insurance agencies handle and streamline various administrative processes, including campaign management, reporting, task assignment, and more. Supervisors can track employees’ productivity based on defined goals or benchmarks and generate performance reports.

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Pathway Insurance Software logo

Insurance Automation Software

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Pathway is designed to help insurance agencies and brokers streamline client communication, marketing automation, and workflow management operations. It enables employees to efficiently handle client onboarding, contract renewal, billing, referral requests, and cross-selling opportunities.

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