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Insurance Rating Software with Underwriting 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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22 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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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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EASA logo

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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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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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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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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Agency Suites logo

Your most productive employee

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EZLynx delivers cutting-edge insurance software designed to transform your agency's workflow and seamlessly manage the entire policy lifecycle.

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Quotit logo

Quoting & lead management system for health insurance agency

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The all-in-one insurance quoting, enrolling, and lead management solution designed for health insurance professionals.

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Quotit logo

Quoting & lead management system for health insurance agency

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The all-in-one insurance quoting, enrolling, and lead management solution designed for health insurance professionals.

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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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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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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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GO-INSUR logo
(0)

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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CoverWallet for Agents logo
(0)

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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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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Insillion logo
(0)

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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MGA underwriting workbench logo
(0)

Intelligent Underwriting, Unlimited Potential

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Kitsune is revolutionizing the underwriting process with a powerful, data-driven workbench built for speed, precision, and scalability.

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