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Insurance Policy Software

Last updated: Oct 7th 2024

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79 software options

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Macaw logo

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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Genius Avenue logo

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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Jenesis Software logo

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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equisoft/manage logo

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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Verity logo

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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Compulife Quote Software logo

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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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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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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A1 Tracker logo

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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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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Expiration Reminder logo

Document expiration & renewal tracking

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Never Let a Certification, License, or Document Expire Again.

Stay compliant with automated reminders and centralized tracking.

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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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Insly has provided full-cycle low/no-code insurance software for MGAs insurance companies and brokers since 2014.

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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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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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tigerlab connects insurers and brokers with consumers, through an API-driven, intuitive and self-configurable insurance platform.

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Refresh logo

Employee benefits, wellness and engagement platform

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Our modular, customizable platform highlights and features tools based on each employee's specific situation eliminating clutter, increasing utilization, and providing a better experience. Combining comms tools (scrolling news feeds/text/push/email) with scheduling, eLearning, challenges and more.

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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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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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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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