getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Insurance Policy Software with Self Service Portal (2026)

Last updated: February 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.
Filter results

Features

Integrated with

No filters available

Pricing model

Devices supported

Organization types

User rating

35 software options

Jenesis Software logo

Insurance agency management solution

learn more
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.

Read more about Jenesis Software

Users also considered
NowCerts logo

Agency management system for insurance agents

learn more
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.

Read more about NowCerts

Users also considered
Hourly logo

Cloud-based time-tracking and payroll management software

learn more
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.

Read more about Hourly

Users also considered
A1 Tracker logo

Enterprise risk management software

learn more
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.

Read more about A1 Tracker

Users also considered
InsuredMine logo

Integrated agency management software for insurance firms

learn more
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.

Read more about InsuredMine

Users also considered
Insly logo

A full-cycle low-code insurance software solution.

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

Read more about Insly

Users also considered
ProNavigator logo

The only software purpose-built for insurance pros.

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

Read more about ProNavigator

Users also considered
Surefyre logo

Cloud-based customer relationship management (CRM) solution

learn more
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.

Read more about Surefyre

Users also considered
Surfly logo

Universal Co-browsing and Collaboration Technology

learn more
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.

Read more about Surfly

Users also considered
tigerlab logo

Enabling Innovations Globally

learn more
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.

Read more about tigerlab

Users also considered
ParaCode logo

Straightforward insurance technology from straight talking

learn more
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.

Read more about ParaCode

Users also considered
Velocity logo

Insurance agency management system

learn more
Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more

Read more about Velocity

Users also considered
MediClaims logo

Claims management software for healthcare organizations

learn more
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.

Read more about MediClaims

Users also considered
AgentCubed logo

Lead management and CRM solution for insurance businesses

learn more
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.

Read more about AgentCubed

Users also considered
Macaw logo

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

learn more
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.

Read more about Macaw

Users also considered
RiskPartner COI logo

Cloud-based software to manage insurance certificates

learn more
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.

Read more about RiskPartner COI

Users also considered
InsFocus BI logo

Business intelligence software for insurance businesses

learn more
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.

Read more about InsFocus BI

Users also considered
DecisionRules.io logo

Agile Business Rule Engine for Every Industry

learn more
DecisionRules helps you speed up everyday processes in financial services, insurance, e-commerce, logistics, healthcare and more.

Read more about DecisionRules.io

Users also considered
SideCare logo

Free all in one HR platform, including insurance benefits

learn more
Optimizes the health insurance of companies and simplifies the management of their contracts, regardless of their size or market. Hoggo is an HR platform which provides the management of health insurance benefits.

Read more about SideCare

Users also considered
BriteCore logo

Cloud-based Insurance and Claims Management Solution

learn more
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.

Read more about BriteCore

Users also considered
InsureEdge logo

Future-Ready Insurance Software

learn more
Damco’s InsureEdge is designed to simplify and streamline insurance operations by harnessing technology to upgrade manual processes. It helps various stakeholders in managing their day-to-day operations while holding customer experience as the primary focus.

Read more about InsureEdge

Users also considered
Layr logo

Software for Commercial Insurance Brokers & Agents

learn more
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.

Read more about Layr

Users also considered
SimpleINSPIRE logo

Insurance platform with claims management tools

learn more
SimpleINSPIRE is an integrated multi-line insurance platform that includes policy management, billing and insurance accounting, claims management and business intelligence tools. It is ideal for P&C insurers of any size with Integrated cost evaluators, payment gateways, email and other commonly used insurance systems. SimpleINSPIRE can be hosted on the cloud and integrate with AI/ML while the Adjustermate mobile app allows field adjusters to upload claim assessments and photos while on the go.

Read more about SimpleINSPIRE

Users also considered
Open GI logo

Policy administration for insurance brokers & agencies

learn more
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

Users also considered
SAIBA Global logo

Insurance broking management software

learn more
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

Users also considered