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Insurance Policy Software with User Management (2026)

Last updated: February 2026

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29 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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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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Sembley logo

Insurance forms solution for the modern agency

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Sembley is an innovative cloud-based solution that transforms the way commercial property and casualty (P&C) insurance brokers and agencies manage their insurance submissions and renewal processes.

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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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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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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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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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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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Better Agency logo

Comprehensive CRM solution for insurance agencies

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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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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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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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SimpleINSPIRE logo

Insurance platform with claims management tools

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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.

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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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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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AdInsure logo
(0)

Award-winning standard insurance platform

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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.

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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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Verity logo
(0)

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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AgencySmart logo
(0)

Work Smart...AgencySmart!

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Whether you are a small retail shop or a national TPA or General Agent, AgencySmart is the software product that is designed to help insurance agents be more productive, more effective and more profitable.

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