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Insurance Rating Software For Personal Insurance (2026)

Last updated: January 2026

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Insurance Rating Software For Personal Insurance (2026) Key Features

    Based on 33 user opinions, we identified 6 features that are important for any product in Insurance Rating Software For Personal Insurance (2026)

  • Document Management

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

    Average user rating

    4.3

  • Policy Management

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

    Average user rating

    4.8

  • Broker/Agent Portal

    Online portal for brokers/agents to add, edit, update or access required information

    Average user rating

    3.8

  • Commission Management

    Tracking, calculating, and paying commissions and earnings to employees

    Average user rating

    3.6

  • Third-Party Integrations

    Set up connections to third-party platforms to improve business processes

    Average user rating

    3.7

  • Customer Portal

    A website or login for customers to access information

    Average user rating

    2.7
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User rating

24 software options

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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Financial Services Cloud logo

Financial Services Cloud

The world's #1 CRM, reimagined for financial services.

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Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device

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s.360 logo

s.360

The only Life Underwriting SaaS you will ever need

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s.360 is the only Life Underwriting SaaS you will ever need. Used by Reinsurers and Insurers.

Automate medical underwriting, preset application flows with requirement tables. Have interpretable underwriting data with our powerful life uw websemantics to unleash deeper insights. Become future-proof.

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GO-INSUR logo

GO-INSUR

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Digital insurance platform for brokers, insurers, and MGAs

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GO-INSUR is a cloud-based digital insurance platform designed to help insurers, brokers, and managing general agents (MGAs) create, manage, and sell policies either directly to the customers or via brokers. Key features include commission disbursements, white labeling, data export, and reporting.

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EZLynx logo

EZLynx

Your most productive employee.

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With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier.

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TurboRater logo

Unrivaled industry leader in personal lines quoting

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TurboRater is a quoting solution for insurance brokers that allows users to quote multiple carriers through a comparative rater. The software analyzes carriers based on the coverage required, and automatically applies underwriting rules to provide instant accurate quotes.

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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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tigerlab logo

Enabling Innovations Globally

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i2go has a configurable and sophisticated insurance rating engine, which enables insurers to create new insurance products ratings in no time. It is built on a no-code concept that allows clients to define rules, risks, and formulas through an easy-to-use interface without the need for IT-Support.

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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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Velocity logo

Insurance agency management system

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Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more

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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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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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InsFocus BI logo

Business intelligence software for insurance businesses

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InsFocus BI is an insurance rating software designed to help businesses analyze historical data and generate customizable reports using built-in templates. Administrators can capture and store details regarding claimants, claims, policies, insurance, and more on a centralized dashboard.

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InsureCert logo

We help brokers outperform the competition.

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Imagine AUTOMATED insurance software as passive, embedded and totally secure. Imagine insurance that adapts automatically to your client's needs and constantly works to find them the best coverage.

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BriteCore logo

Cloud-based Insurance and Claims Management Solution

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BriteCore empowers insurers to define their own products and build coverages, endorsements, underwriting rules, rates, and forms from the ground up. Bulk editing tools increase the efficiency of updating rates and expanding lines to new states, saving you countless hours of configuration time.

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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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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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Open GI logo

Policy administration for insurance brokers & agencies

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Transactor is a full cycle administration and policy processing solution for underwriting agencies, brokers, insurers & MGAs to streamline insurance delivery

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Oracle Insurance logo

Insurance policy and HIPAA compliance management software

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Oracle Insurance is an insurance policy and HIPAA compliance management software that helps businesses manage claims adjudication, policy processing, member enrollment, and more from within a unified platform. It allows staff members to utilize a rules-based policy administration tool to configure group insurance products, set up life insurance policies, manage calculations, and handle business underwritings.

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DRC Insurance Platform logo
(0)

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
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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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Insillion logo
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Insurance Software for Carriers and MGAs.

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Fast-track product launches, drive speed in
Underwriting and distribution connectivity

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