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Commercial Insurance Software with Forms Management (2026)

Last updated: March 2026

Commercial Insurance Software Key Features

    Based on 201 user opinions, we identified 6 features that are important for any product in Commercial Insurance Software

  • Document Management

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

    Average user rating

    4.3

  • Insurance Policy Management

    Create, administer and manage insurance policies for various customers and insurance lines

    Average user rating

    4.6

  • Billing & Invoicing

    Create, manage, and send invoices or bills to customers

    Average user rating

    4.7

  • Electronic Payments

    Electronically collect payments for goods or services

    Average user rating

    4.8

  • Reminders

    Timed notification for any upcoming task, deadline, appointment, or activity

    Average user rating

    4.7

  • Activity Dashboard

    Dashboard to view the status of ongoing processes, identify current incidents and track past activities

    Average user rating

    4.7
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24 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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A1 Tracker logo

Enterprise risk management software

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A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.

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Sembley logo

Insurance forms solution for the modern agency

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Sembley is an innovative cloud-based solution that transforms the way commercial property and casualty (P&C) insurance brokers and agencies manage their insurance submissions and renewal processes.

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EZLynx logo

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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FileHandler Enterprise logo

Secure. Scalable. Proven.

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FileHandler Enterprise enables TPAs, insurance carriers, public entities, and self-insured organizations to automate processes and enhance efficiency. Our software keeps you on track with automation and customization, creating a standard claims management process for your business.

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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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SmartIQ logo

Guided Forms, Doc-Gen, Workflow, Integrations | Next-Gen CCM

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Intelledox is a cloud-based solution designed to help businesses automate processes for customer service, on-boarding, and acquisition. The custom form builder lets users collect information for loan applications, claims, and other documents, streamlining cross-channel interaction across pipelines.

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BindHQ logo

Agency Management Simplified

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BindHQ is a SaaS technology provider focused on building and delivering the software, tools, products and insights required to supercharge the performance of MGAs, MGUs & Wholesalers.

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Pathway Insurance Software logo

Insurance Automation Software

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Pathway is designed to help insurance agencies and brokers streamline client communication, marketing automation, and workflow management operations. It enables employees to efficiently handle client onboarding, contract renewal, billing, referral requests, and cross-selling opportunities.

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SiegeAOS logo

Cloud-based insurance & policy management software

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SiegeAMS is a cloud-based software designed to help insurance agencies handle and streamline various administrative processes, including campaign management, reporting, task assignment, and more. Supervisors can track employees’ productivity based on defined goals or benchmarks and generate performance reports.

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Macaw logo

With Macaw AMS, you may not need a physical office any more.

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Built around a customer-centric model, Macaw AMS supports end to end processes for Insurance Brokers especially for the MGAs, MGUs, Program Managers and Lloyds Cover-holders. Macaw is best for its flexibility and time to market. Macaw AMS is expected to cut down the cost per policy to one third.

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EasySend logo

Your digital partner.

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EasySend is the no-code platform designed for enterprises to build and manage digital processes, streamline customer data intake, and automate workflows.

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BluRoot logo

Data collection & quote management for insurance brokers

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BluInsurance manages the entire prospect to closed policy for commercial insurance brokers. This includes inbound lead collection and distribution, customer-facing intake forms, quote preparation, and market feedback tracking. This is all coupled with advanced analytics and reporting.

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BriteCore logo

Cloud-based Insurance and Claims Management Solution

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BriteCore is a fully-managed core platform for P&C insurers that supports digital transformation, emerging technologies, and new business models. A cloud-native solution, BriteCore is deployed using AWS and is continually updated for maximum security, efficiency, and durability at scale.

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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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Figtree General Insurance Claims logo

Cloud-based insurance claims solution

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Figtree General Insurance Claims software is a cloud-based application designed to help insurance companies manage their claims processes efficiently. The software allows claims adjusters to enter and manage claims data, track claim status, and communicate with customers and other stakeholders.

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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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SAIBA Global logo

Insurance broking management software

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SAIBA is an insurance broker software solution designed for overseas direct insurance brokers. This software covers all aspects of the insurance business, including customer relationship management, policy administration, claims processing, accounting, reporting, and more. Key features include workflow automation, document management, renewal tracking, regulatory reporting, and multi-channel sales support.

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Verity logo
(0)

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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Bold Penguin logo
(0)

Software for managing commercial insurance operations

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Bold Penguin offers a suite of innovative insurance technology and quoting software solutions designed to simplify the commercial insurance experience for agents, brokers, carriers, and small-to-medium sized businesses (SMBs).

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Scalepoint CORE logo
(0)

We help insurance companies help their customers

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A complete and intuitive core system (PAS), which digitises all policy and claims processes and can easily be customised to your business.

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GO-INSUR logo
(0)

Digital insurance platform for brokers, insurers, and MGAs

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GO-INSUR brings digital transformation to the policy admin system to deliver an innovative, cloud-based commercial insurance solution that's agile, robust and rapidly scalable. Built by digital insurance specialists, GO-INSUR enables you to rapidly distribute new products and drive policy sales.

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Snapsheet Claims logo
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Cloud-based claims management tool with automated workflows

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Snapsheet makes claims simple through a suite of innovative insurance software solutions that transform insurance companies.

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