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Insurance Policy Software with Workflow Management (2026)

Last updated: February 2026

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37 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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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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Surefyre logo

Cloud-based customer relationship management (CRM) solution

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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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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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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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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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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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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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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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i-Underwrite logo

Cloud-based underwriting software

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i-Underwrite is a cloud-based underwriting software that helps insurance companies streamline sales processes with e-applications, quote generation, digital signatures, and more. It lets staff members add or remove application steps, access reports, and visualize data from a centralized platform.

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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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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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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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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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PolicyFlow logo
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Specialist insurance broking management software

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PolicyFlow is an insurance broking management and policy administration solution designed specifically for insurance brokers. PolicyFlow provides users with features such as quote and claims management, policy administration, and risk capture forms.

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