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Top Rated Insurance Policy Software with Small business - Page 2

Last updated: September 2026

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34 software options

Proformex logo
(0)

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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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.

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RenewalCompass logo
(0)

Prioritized renewal for insurance agencies

RenewalCompass gives independent insurance agencies a risk-scored renewal pipeline so every expiring policy gets the right attention at the right time. Import your book from any AMS or spreadsheet, see renewals ranked by urgency, and work them as a team. Starting at $59 per month.

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Shift Claims Fraud Detection logo
(0)

Make Decisions on Suspicious Claims More Quickly and Accurat

Shift Claims Fraud Detection is a powerful, AI-powered solution that effectively identifies individual and network-perpetrated claims fraud. This automated, SaaS-based solution flags potentially fraudulent insurance claims across all lines of business with a 75% hit rate.

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OIPA logo
(0)

Cloud-based life insurance policy admin solution

OIPA is a cloud-based insurance solution that assists businesses with process automation, customer service and sales management, and more.

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PerfectQuote logo
(0)

Cloud-based configure, price and quote (CPQ) platform

PerfectQuote is a cloud-based configure, price and quote (CPQ) platform that allows businesses to access upcoming carrier proposals. It accurately scans, extracts, and parses plan details from any medical or ancillary carrier proposal.

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AgencySmart logo
(0)

Work Smart...AgencySmart!

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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Figuro logo
(0)

Sell more, simplify insurance, grow sales.

Streamline workflows, automate tasks, and gain insights with a centralized platform. The client portal offers a seamless digital experience, empowering customers with self-service options. With Figuro, users will
Sell more policies
Deliver superior customer service
Gain a competitive edge with data

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Phoenix logo
(0)

Website builder with SEO optimization

Phoenix is a cloud-based website builder that allows businesses to create custom websites, landing pages, and mobile apps. It offers features such as a WYSIWYG editor, SEO management, conversion rate optimization, marketing funnel automation, and more.

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