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Insurance Rating Software with Task Management (2026)

Last updated: February 2026

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Insurance Rating Software Key Features

    Based on 38 user opinions, we identified 6 features that are important for any product in Insurance Rating Software

  • 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

  • Customer Portal

    A website or login for customers to access information

    Average user rating

    3.3

  • Commission Management

    Tracking, calculating, and paying commissions and earnings to employees

    Average user rating

    3.6

  • Quotes/Estimates

    Generate quotes or estimates for customers

    Average user rating

    4.3
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17 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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Agency management system for insurance agents

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Applied Epic logo

Your Indispensable Technology Partner.

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Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

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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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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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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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With Macaw, one can easily configure products, its attributes, underwriting rules and rating. Supported by an externalized rules engine to address the complexity and performance, it has been implemented from Professional Liability to Excess and Surplus Disability Insurance Solutions.

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Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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SideCare logo

Free all in one HR platform, including insurance benefits

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Optimizes the health insurance of companies and simplifies the management of their contracts, regardless of their size or market. Hoggo is an HR platform which provides the management of health insurance benefits.

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Benelinx logo

Cloud-based agency management software

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Benelinx is a cloud-based agency management software for employee benefits insurance that helps automate data entry, analyze data-driven insights, and access a centralized database. It lets staff members create proposals, generate quotes, and track commissions from a unified platform.

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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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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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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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