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Insurance Policy Software with Third-Party Integrations (2026)

Last updated: February 2026

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Insurance Policy Software Key Features

    Based on 77 user opinions, we identified 6 features that are important for any product in Insurance Policy Software

  • Claims Management

    Process of submitting and following up on claims with insurance companies

    Average user rating

    4.3

  • Document Management

    Store, manage, and track all electronic documents in a centralized location

    Average user rating

    4.7

  • Policy Management

    Create, manage, and track policies and procedures within an organization

    Average user rating

    4.7

  • Renewal Management

    Manage and track the renewal process for various services, subscriptions, contracts, or licenses

    Average user rating

    4.8

  • Reminders

    Timed notification for any upcoming task, deadline, appointment, or activity

    Average user rating

    4.5

  • Commission Management

    Tracking, calculating, and paying commissions and earnings to employees

    Average user rating

    4.5
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42 software options

Macaw logo

Macaw

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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Jenesis Software logo

Jenesis Software

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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GO-INSUR logo

GO-INSUR

(0)

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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A1 Tracker logo

A1 Tracker

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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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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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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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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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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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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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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Pathway Insurance Software logo

Insurance Automation Software

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Pathway is designed to help insurance agencies and brokers streamline client communication, marketing automation, and workflow management operations. It enables employees to efficiently handle client onboarding, contract renewal, billing, referral requests, and cross-selling opportunities.

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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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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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DecisionRules.io logo

Agile Business Rule Engine for Every Industry

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

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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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SideCare logo

Free all in one HR platform, including insurance benefits

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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.

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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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InsureEdge logo

Future-Ready Insurance Software

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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.

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