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Top Rated Insurance Policy Software with Small business - Page 2

Last updated: May 2026

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33 software options

Proformex  logo

Inforce Policy Management for Life & Annuities

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Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance.

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Individual and Group Insurance Management Platform logo

Platform for individual & group insurance mgmt

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An individual and group insurance management platform that automates policies, billing, and claims while enabling self-service and multi-party collaboration.

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AgencySmart logo

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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Figuro logo

Sell more, simplify insurance, grow sales.

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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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Certigo Platform logo

Software for managing insurance claims operations

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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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CoverWallet for Agents logo

Commercial insurance policy and rating software

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CoverWallet for Agents is an insurance rating software designed to help businesses compare quotes from various carriers and purchase policies. Administrators can fill custom applications with details including annual revenue, general liability limit, and balance of payments (BOP) on a unified interface.

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OIPA logo

Cloud-based life insurance policy admin solution

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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

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

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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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