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Top Rated Insurance Policy Software with Document management - Page 2

Last updated: September 2026

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58 software options

Surefyre logo

Cloud-based customer relationship management (CRM) solution

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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Open GI logo

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

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BriteCore logo

Cloud-based Insurance and Claims Management Solution

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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PINS logo

AI insurance tracking and compliance management

PINS is certificate tracking software that automates collecting, reviewing, and renewing insurance documents from vendors, subcontractors, and tenants. It uses AI to read contracts, set insurance requirements, review submissions, and flag coverage gaps while keeping internal team control over compliance decisions. PINS offers automated renewal reminders, real-time compliance dashboards, and integrations with Procore and Viewpoint Vista.

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AgentCubed logo

Lead management and CRM solution for insurance businesses

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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mPACS logo

Insurance management for agencies & insurance brokers

mPACS provides a complete solution for insurance agency management

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SAIBA Global logo

Insurance broking management software

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.

Read more about SAIBA Global

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Partner XE logo

Web-based insurance and claims management software

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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Better Agency logo

Comprehensive CRM solution for insurance agencies

Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

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MediClaims logo

Claims management software for healthcare organizations

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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Insillion logo
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Insurance software for Carriers, MGAs and MGUs.

Pay-as-you-Grow cloud-native insurance platform for building, automating, and managing insurance products.

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Genasys logo
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Cloud based insurance platform for brokers

Genasys is a unified, cloud-based insurance platform for insurers, MGAs and brokers moving beyond legacy systems without disruption. Policy, claims and billing in one place, with enterprise grade control, low code configuration and open APIs for truly connected operations.

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CoverWallet for Agents logo
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Commercial insurance policy and rating software

CoverWallet for Agents is an insurance rating software designed to help businesses compare quotes from various carriers and purchase policies. Administrators can fill custom applications with details including annual revenue, general liability limit, and balance of payments (BOP) on a unified interface.

Read more about CoverWallet for Agents

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Scalepoint CORE logo
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We help insurance companies help their customers

A complete and intuitive core system (PAS), which digitises all policy and claims processes and can easily be customised to your business.

Read more about Scalepoint CORE

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Group Insurance Management Platform logo
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Platform for individual & group insurance mgmt

An individual and group insurance management platform that automates policies, billing, and claims while enabling self-service and multi-party collaboration.

Read more about Group Insurance Management Platform

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Proformex logo
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Inforce Policy Management for Life & Annuities

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

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Policyflow logo
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Connected broker management, from quote to renewal

Policy administration for UK brokers: quotes, bind, MTAs, renewals, cancellations, documents and reporting.

Read more about Policyflow

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Certigo Platform logo
(0)

Software for managing insurance claims operations

Certigo Platform is designed to help businesses set up processes to handle insurance, claims, payments, and more. It helps intermediaries and insurers optimally serve policyholders. It also offers possibilities of all kinds of for further insurance product development.

Read more about Certigo Platform

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DRC Insurance Platform logo
(0)

Cloud-based insurance management and automation software

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.

Read more about DRC Insurance Platform

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Policy Administration System logo
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Insurance software for policy and claims manage

Policy Administration System is a modular software solution designed for insurers, captives, and captive managers to manage insurance operations. The system includes modules for policy management, product configuration, claims processing, billing, and invoicing. It supports bulk policy creation and renewal, automated premium recalculation, and integration with electronic signature services and accounting systems.

Read more about Policy Administration System

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AdInsure logo
(0)

Insurance platform for Life, P&C & Commercial insurers

AdInsure insurance platform serves as a foundation of award-winning solutions: AdInsure for Non-life, Life, Commercial insurers, and Brokers. AdInsure combines comprehensive features in a single, unified platform and connects insurers with emerging technologies, service providers, and partners.

Read more about AdInsure

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NICO logo
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Insurance management platform for businesses

Nico is an insurance management software that centralizes policies for companies, clients, and suppliers on a single platform. The solution allows users to manage multiple accounts, policies across different insurance providers, endorsements, and certificates while associating contracts and assets to insurance coverage. Nico incorporates artificial intelligence to automate manual insurance processes and provides compliance tracking capabilities.

Read more about NICO

Users also considered
Target Group logo

Comprehensive loan management platform

Target Group offers an end-to-end platform for managing secured and unsecured loans. It includes multi-channel originations, tailored account management, and automated arrears handling to streamline lending processes. The solution can be implemented in-house or as a managed service, with modular options to meet specific business needs.

Read more about Target Group

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AdInsure Policy Administration logo
(0)

Insurance policy administration platform

AdInsure Policy Administration is a web-based solution designed to manage the complete policy lifecycle for life and property and casualty insurers. The platform includes features such as dynamic quoting, automated underwriting, endorsements and renewals, distribution management, and a rating engine. It offers low-code configuration tools that allow insurers to adapt policy workflows and integrate with external data sources and third-party services.

Read more about AdInsure Policy Administration

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Verity logo
(0)

Policy administration software for MGAs and carriers

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!

Read more about Verity

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