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Insurance Policy Software with Customizable Reports (2026)

Last updated: February 2026

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30 software options

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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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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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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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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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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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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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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AgentCubed logo

Lead management and CRM solution for insurance businesses

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AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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Quoteplicity logo

Quoting Software For Licensed Life Insurance Agents

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Quoteplicity is a white-labeled quoting software designed to help insurance agents manage daily operations on a centralized interface. The platform offers an insurance quoter that allows agents to quote top-rated carriers or select their preferred providers. It empowers agents to curate a diverse portfolio of insurance products tailored to meet the unique needs of their clients.

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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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RiskPartner COI logo

Cloud-based software to manage insurance certificates

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RiskPartner COI is a cloud-based certificate of insurance management software that helps users manage and track insurance certificates and receive automated notifications about expiration. The platform allows users to define custom rules to handle communication with subcontractors, vendors, suppliers, tenants, and franchisees.

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InsFocus BI logo

Business intelligence software for insurance businesses

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InsFocus BI is an insurance rating software designed to help businesses analyze historical data and generate customizable reports using built-in templates. Administrators can capture and store details regarding claimants, claims, policies, insurance, and more on a centralized dashboard.

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SIBRO logo

End-to-end insurance broking platform

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SIBRO is an end-to-end software for insurance brokers, insurance agents, and insurance broking companies, with complete policy cycle, prospect, and claims management. The software is responsive, and is compatible with tablet, mobile and desktop.

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BriteCore logo

Cloud-based Insurance and Claims Management Solution

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BriteCore provides end-to-end policy issuance and management including quoting, rating, underwriting, policy generation, and reporting. The entire lifecycle of the policy is managed using convenient interface tools, flexible workflows, and automatic processes that support teamwork and productivity.

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Layr logo

Software for Commercial Insurance Brokers & Agents

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Layr is enabling P&C brokers to deliver 100% online insurance, from application to renewal. Layr is custom branded to each broker and includes the white-labeled insureds' digital kiosk, AI-account manager, digitized rater, and pricing + placement prediction designed with brokers in mind.

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Figtree General Insurance Claims logo

Cloud-based insurance claims solution

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Figtree General Insurance Claims software is a cloud-based application designed to help insurance companies manage their claims processes efficiently. The software allows claims adjusters to enter and manage claims data, track claim status, and communicate with customers and other stakeholders.

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AVA RMS logo

Spanish-language cloud-based risk management system

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AVA RMS is a Spanish-language cloud-based risk management system designed to help organizations across various sectors strengthen their security. AVA RMS offers various customizable modules that can identify and manage risks, conduct threat assessments, and help businesses make informed decisions.

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SAIBA Global logo

Insurance broking management software

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SAIBA is an insurance broker software solution designed for overseas direct insurance brokers. This software covers all aspects of the insurance business, including customer relationship management, policy administration, claims processing, accounting, reporting, and more. Key features include workflow automation, document management, renewal tracking, regulatory reporting, and multi-channel sales support.

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GO-INSUR logo
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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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DRC Insurance Platform logo
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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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