App comparison
Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
Applied CSR24
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based customer self-service portal
Applied CSR24 Alternatives & Competitors (2026)
Top 2 free alternatives
AgencyBloc AMS+
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The #1 Recommended Insurance Industry Growth Platform
0.7
Value for money
Starting price
No pricing info
0.3
Functionality
Commission Management
4.8/5
Contact Management
4.8/5
Activity Tracking
4.7/5
Top Features
Customizable Templates
N/A
Client Portal
N/A
Claims Management
N/A
Health Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Patient relationship management software in the cloud
0.4
Value for money
Starting price
No pricing info
0.1
Functionality
Reporting & Statistics
5/5
Scheduling
5/5
Patient Scheduling
5/5
Top Features
No unique features
Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's #1 CRM, reimagined for financial services.
0.5
Value for money
Starting price
No pricing info
0.1
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
No unique features
Commissionly
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Intelligent commission payments, made simple.
0.9
Value for money
Starting price
No pricing info
0.5
Functionality
Commission Scheduling
5/5
Commission Rules/Conditions
5/5
Commission Calculator
5/5
Top Features
Client Portal
N/A
Client Management
N/A
Insurance Policy Management
N/A
A1 Tracker
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Enterprise risk management software
0.8
Value for money
Starting price
No pricing info
0.4
Functionality
Claims Tracking
5/5
Claims Settlement
5/5
Real-Time Data
5/5
Top Features
No unique features
Bitrix24
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Your ultimate workspace
0.2
Value for money
Starting price
No pricing info
Functionality
Quotes/Estimates
5/5
Online Time Tracking
5/5
Drag & Drop
5/5
Top Features
Claims Management
N/A
Insurance Policy Management
N/A
Anagram
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Vision insurance benefit management for eyecare providers
0.6
Value for money
Starting price
No pricing info
0.2
Functionality
Records Management
5/5
Deduction Management
5/5
API
5/5
Top Features
Document Management
N/A
Customizable Templates
N/A
Policy Management
N/A
Jenesis Software
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Insurance agency management solution
0.7
Value for money
Starting price
No pricing info
0.3
Functionality
Billing & Invoicing
5/5
Renewal Management
5/5
Alerts/Notifications
5/5
Top Features
No unique features
NextAgency
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Agency management software for life & health agencies.
0.9
Value for money
Starting price
No pricing info
0.4
Functionality
Workflow Management
5/5
Search/Filter
5/5
Data Import/Export
5/5
Top Features
Claims Management
N/A
Client Portal
N/A
Claimable
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Web-based claims management software
0.8
Value for money
Starting price
No pricing info
0.1
Functionality
Third-Party Integrations
5/5
Claims Settlement
5/5
Data Import/Export
4.7/5
Top Features
Insurance Policy Management
N/A
Policy Management
N/A
BindHQ
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Agency Management Simplified
0.4
Value for money
Starting price
No pricing info
0.1
Functionality
Search/Filter
N/A
Activity Dashboard
N/A
Billing & Invoicing
N/A
Top Features
Claims Management
N/A
Client Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Quoting and enrollment platform
0.1
Value for money
Starting price
No pricing info
0.4
Functionality
Quotes/Estimates
N/A
Lead Management
N/A
Self Service Portal
N/A
Top Features
Customizable Templates
N/A
Client Portal
N/A
Document Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Life Insurance Quoting Software
1.0
Value for money
Starting price
No pricing info
0.6
Functionality
Quotes/Estimates
5/5
Customizable Forms
N/A
Mobile Access
N/A
Top Features
Client Portal
N/A
Policy Management
N/A
Client Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Web-based insurance and claims management software
0.6
Value for money
No pricing info
Starting price
No pricing info
0.2
Functionality
Claims Management
4/5
Insurance Policy Management
3.5/5
Document Management
3/5
Top Features
Policy Management
N/A
Customizable Templates
N/A
Client Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Powerful and Affordable Commission Management Solutions
0.8
Value for money
Starting price
No pricing info
0.4
Functionality
User Management
5/5
Reporting/Analytics
5/5
Workflow Management
4/5
Top Features
Insurance Policy Management
N/A
Client Management
N/A
Policy Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based accounts payable software
0.5
Value for money
No pricing info
Starting price
No pricing info
0.2
Functionality
Third-Party Integrations
5/5
Document Management
5/5
Invoice Processing
4.5/5
Top Features
Client Portal
N/A
Client Management
N/A
Customizable Templates
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
AI driven learning outcomes
4.0
Value for money
Starting price
No pricing info
0.3
Functionality
Asynchronous Learning
N/A
Compliance Tracking
N/A
Course Tracking
N/A
Top Features
Client Portal
N/A
Policy Management
N/A
Client Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Integrated agency management software for insurance firms
0.7
Value for money
Starting price
No pricing info
0.4
Functionality
Task Scheduling
5/5
Task Management
5/5
Email Marketing
5/5
Top Features
No unique features
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Insurance agency management.
0.3
Value for money
Starting price
No pricing info
Functionality
Contact Management
5/5
Policy Management
5/5
Insurance Policy Management
4.8/5
Top Features
Client Management
N/A
Customizable Templates
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Online CRM for Small to Mid-Size Businesses
0.7
Value for money
Starting price
No pricing info
0.3
Functionality
Sales Pipeline Management
5/5
Calendar/Reminder System
5/5
Workflow Management
5/5
Top Features
Client Portal
N/A
Policy Management
N/A
Client Management
N/A