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Insurance Policy Software

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Macaw logo

Macaw

3.5
(21)

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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TopSail logo

TopSail

(0)

Insurance policy and rating management software

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TopSail is an insurance rating software designed to help businesses issue policies, manage forms, and automate renewals. Managers can view policy effective and expiration dates, insured name, status, policy number, and agent code using a summary tab.

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equisoft/manage logo

equisoft/manage

(0)

Policy administration software with compliance

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Equisoft/manage is a policy administration software that allows users to define, manage and control their IT policies and guides an organization through the entire legislative process. Teams can track bills, interests, and constituents, manage campaigns and create public policies.

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Genius Avenue logo

Genius Avenue

(0)

Sustainable, scalable brand growth

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Genius Avenue’s A-Z tech and services stack provides versatile, customized solutions for enroll & admin, digital sales, marketing, billing & collections and more. The stack helps carriers, brokers and benefit providers build a scalable business model and enhance lives with innovative consumer benefits.

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Verity logo

Verity

(0)

Policy administration software for MGAs and carriers

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Experience efficiency and seamless policy management with Verity. Automate tasks, streamline operations, and boost productivity. Take control of your workflow and conquer the P&C insurance marketplace. Try Verity today!

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DRC Insurance Platform logo

DRC Insurance Platform

(0)

Cloud-based insurance management and automation software

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DRC Insurance Platform is a cloud-based solution that assists P&C insurers with quoting, policy management, billing, and more. The fully customizable, web-based system enables brokers to create insurance quotes, manage form designs, and edit drop-down menu options.

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Compulife Quote Software logo

Compulife Quote Software

4.9
(62)

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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Ventiv Policy logo

Ventiv Policy

(0)

Transform your approach to policy administration

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Ventiv Policy changed the rules for modern Policy Administration Systems. Developed to support all commercial and specialty lines of coverage. Ventiv Policy provides an intuitive end-to-end policy administration platform with a full set of features to facilitate underwriting outcomes.

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NowCerts logo

NowCerts

4.8
(149)

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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mPACS logo

mPACS

4.4
(20)

Insurance management for agencies & insurance brokers

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mPACS provides a complete solution for insurance agency management

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Jenesis Software logo

Jenesis Software

4.7
(258)

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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Surefyre logo

Surefyre

4.7
(17)

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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Proformex  logo

Proformex

(0)

Inforce Policy Management for Life & Annuities

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

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A1 Tracker logo

A1 Tracker

4.9
(65)

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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myCOI logo

myCOI

4.8
(46)

Cloud-based COI tracking solution

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Certificate of insurance management solution that allows businesses to view, manage and track insurance, compliance, risk reporting & more.

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Eclipse logo

Eclipse

4.9
(33)

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

Agency Advantage

4.9
(27)

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

Billy

4.8
(30)

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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InsuredMine logo

InsuredMine

4.7
(23)

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

Insly

4.9
(17)

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

ProNavigator

4.7
(17)

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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tigerlab logo

tigerlab

4.9
(10)

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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Surfly logo

Surfly

4.7
(10)

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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Partner XE logo

Partner XE

4.3
(13)

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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Velocity logo

Velocity

4.1
(15)

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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