Insurance Software

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Here’s our list of apps for Insurance software.

Insurance software helps businesses automate document management, compliance, and payments to process insurance claims.

Common features include:
  • Document management
  • Reports and dashboards
  • Client management
  • Commission management
Common features include:
  • Document management
  • Reports and dashboards
  • Client management
  • Commission management

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50 apps

NextAgency   

12
Insurance agency management software
NextAgency is an insurance agency management system for health & life insurance businesses with CRM, insurance agency, commission management tools, & more. Read more about NextAgency
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Insurance agency management software
NextAgency is an insurance agency management system for health & life insurance businesses with CRM, insurance agency, commission management tools, & more. Read more about NextAgency
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Financial Services Cloud   

0
The world's #1 CRM, reimagined for financial services.
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device. Read more about Financial Services Cloud
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The world's #1 CRM, reimagined for financial services.
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device. Read more about Financial Services Cloud
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AgencyBloc   

92
CRM/Agency Management System for L&H Insurance Agencies
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation. Read more about AgencyBloc
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CRM/Agency Management System for L&H Insurance Agencies
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation. Read more about AgencyBloc
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AgencyZoom   

9
Sales management for insurance agencies
AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more. Read more about AgencyZoom
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Sales management for insurance agencies
AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more. Read more about AgencyZoom
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Jenesis Software   

129
Insurance agency management solution
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. Read more about Jenesis Software
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Insurance agency management solution
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. Read more about Jenesis Software
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NowCerts   

142
Agency management system for insurance agents
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. Read more about NowCerts
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Agency management system for insurance agents
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. Read more about NowCerts
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Eclipse   

30
Agency management software for insurance firms of all sizes
Eclipse is a cloud-based agency management software designed to help small to large insurance firms manage policies, customers, claims, documentation, accounting and reporting. The platform enables users to process company, as well as producer commissions and financial transactions. Read more about Eclipse
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Agency management software for insurance firms of all sizes
Eclipse is a cloud-based agency management software designed to help small to large insurance firms manage policies, customers, claims, documentation, accounting and reporting. The platform enables users to process company, as well as producer commissions and financial transactions. Read more about Eclipse
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AgentCubed   

8
Lead management and CRM solution for insurance businesses
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. Read more about AgentCubed
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Lead management and CRM solution for insurance businesses
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. Read more about AgentCubed
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Macaw   

18
Insurance AMS for MGAs & brokers with CRM at its core
Macaw is an Insurance AMS supporting end to end processes for MGAs & Brokers in P&C lines, covering CRM, Sales, Service and Accounting. Read more about Macaw
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Insurance AMS for MGAs & brokers with CRM at its core
Macaw is an Insurance AMS supporting end to end processes for MGAs & Brokers in P&C lines, covering CRM, Sales, Service and Accounting. Read more about Macaw
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BluInsurance   

2
Data collection & quote management for insurance brokers
BluInsurance assists the modern agent in the prospect to closed policy process. It simplifies this process by providing online intake forms and automatic PDF generation for quotes. Further, it manages leads by integrating with online lead sources, distributing leads and notifying agents through SMS. Read more about BluInsurance
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Data collection & quote management for insurance brokers
BluInsurance assists the modern agent in the prospect to closed policy process. It simplifies this process by providing online intake forms and automatic PDF generation for quotes. Further, it manages leads by integrating with online lead sources, distributing leads and notifying agents through SMS. Read more about BluInsurance
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Commission Tracker   

30
Sales commission software for insurance companies
Commission Tracker is a sales commission software used by insurance companies to manage and track sales commission paid to agents. Read more about Commission Tracker
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Sales commission software for insurance companies
Commission Tracker is a sales commission software used by insurance companies to manage and track sales commission paid to agents. Read more about Commission Tracker
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Agentero   

1
The premier agency growth engine
Agentero is a cloud-based sales and service platform, designed to help insurance agents track opportunities and manage revenue. Key features include renewal prioritization, policy recommendations, coverage optimization, sales pipeline management, file import, and predictive modeling. Read more about Agentero
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The premier agency growth engine
Agentero is a cloud-based sales and service platform, designed to help insurance agents track opportunities and manage revenue. Key features include renewal prioritization, policy recommendations, coverage optimization, sales pipeline management, file import, and predictive modeling. Read more about Agentero
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BindHQ   

5
Agency management for insurance MGAs & distributors
BindHQ is a cloud-based agency management system from Owsy which is designed for managing general agents (MGAs) focused on property and casualty (P&C) insurance. Read more about BindHQ
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Agency management for insurance MGAs & distributors
BindHQ is a cloud-based agency management system from Owsy which is designed for managing general agents (MGAs) focused on property and casualty (P&C) insurance. Read more about BindHQ
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Velocity   

15
Insurance agency management system
Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more. Read more about Velocity
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Insurance agency management system
Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more. Read more about Velocity
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PhoneBurner   

126
Power dialer & outbound sales acceleration software for SMBs
LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card. Read more about PhoneBurner
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Power dialer & outbound sales acceleration software for SMBs
LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card. Read more about PhoneBurner
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i2go   

10
Enabling Innovations Globally
i2go is the worldwide solution for Insurance Companies. i2go enables insurers to realize analytic insight and a true omnichannel experience across all distribution channels and all lines of business. Maximizing sales and efficiency. Read more about i2go
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Enabling Innovations Globally
i2go is the worldwide solution for Insurance Companies. i2go enables insurers to realize analytic insight and a true omnichannel experience across all distribution channels and all lines of business. Maximizing sales and efficiency. Read more about i2go
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Bitrix24   

416
100% free CRM, collaboration and communication tool suite
Bitrix24 is a free cloud & open source collaboration platform providing CRM, document management, tasking, time management, & project management tools. Used by over 5 million businesses worldwide. Read more about Bitrix24
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100% free CRM, collaboration and communication tool suite
Bitrix24 is a free cloud & open source collaboration platform providing CRM, document management, tasking, time management, & project management tools. Used by over 5 million businesses worldwide. Read more about Bitrix24
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FileTrac  

21
Claims management system & adjusting software
FileTrac is a cloud-based claims management system for independent adjusters of all sizes, from small businesses to large, multi-branch companies. Read more about FileTrac
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Claims management system & adjusting software
FileTrac is a cloud-based claims management system for independent adjusters of all sizes, from small businesses to large, multi-branch companies. Read more about FileTrac
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mPACS  

20
Insurance management for agencies & insurance brokers
mPACS provides a complete solution for insurance agency management. Read more about mPACS
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Insurance management for agencies & insurance brokers
mPACS provides a complete solution for insurance agency management. Read more about mPACS
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Claimable  

8
Web-based claims management software
Customer-first claims management software for your business. Read more about Claimable
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Web-based claims management software
Customer-first claims management software for your business. Read more about Claimable
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VBA  

1
Cloud based benefits administration software
VBA by Virtual Benefits Administrator is a benefits administration software suitable for medical, dental, and life & disability plans, pharmacy claims, and more. Read more about VBA
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Cloud based benefits administration software
VBA by Virtual Benefits Administrator is a benefits administration software suitable for medical, dental, and life & disability plans, pharmacy claims, and more. Read more about VBA
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GO-INSUR  

0
Digital insurance platform for brokers, insurers, and MGAs
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. Read more about GO-INSUR
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Digital insurance platform for brokers, insurers, and MGAs
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. Read more about GO-INSUR
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Patch  

0
Insurance benefit management for healthcare providers
Anagram, formerly Patch, is an online insurance benefit management platform built to help healthcare providers understand & use their patient’s out-of-network healthcare plans and insurance benefits, and submit a claim online on their behalf. Read more about Patch
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Insurance benefit management for healthcare providers
Anagram, formerly Patch, is an online insurance benefit management platform built to help healthcare providers understand & use their patient’s out-of-network healthcare plans and insurance benefits, and submit a claim online on their behalf. Read more about Patch
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PolicyFlow  

0
Specialist insurance broking management software
PolicyFlow is an insurance broking management and policy administration solution designed specifically for insurance brokers. PolicyFlow provides users with features such as quote and claims management, policy administration, and risk capture forms. Read more about PolicyFlow
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Specialist insurance broking management software
PolicyFlow is an insurance broking management and policy administration solution designed specifically for insurance brokers. PolicyFlow provides users with features such as quote and claims management, policy administration, and risk capture forms. Read more about PolicyFlow
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Indio  

224
Cloud-based solution for insurance application & renewal
Indio is a cloud-based solution, designed to help commercial insurance agents, brokers and agencies digitize insurance application and renewal processes. It includes an activity tracking module, which sends alerts when clients sign-in, update information, sign forms or submit documents. Read more about Indio
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Cloud-based solution for insurance application & renewal
Indio is a cloud-based solution, designed to help commercial insurance agents, brokers and agencies digitize insurance application and renewal processes. It includes an activity tracking module, which sends alerts when clients sign-in, update information, sign forms or submit documents. Read more about Indio
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Insurance Software Buyers Guide

Managing policy lifecycle manually is challenging, as it involves large volumes of documents (such as policy forms, client details, and compliance forms) and collaboration between multiple parties (such as carriers, agents, and clients).

Insurance agency software is a one-stop solution that helps manage policy lifecycle digitally, improve collaboration between stakeholders, and automate payments to agents.

We’ve prepared this guide to help you select the right insurance agency software for your business. Here’s what we’ve covered:

What is insurance agency software?

Insurance software helps businesses automate document management, compliance, and payments to process insurance claims. It helps users manage the following aspects of the insurance process:

  • Policy management: Manage policy renewal, lapse, adjustment, and cancellation; generate, receive, and attach policy documentation (such as identity proof); link policies to quotes, automate broker commissions, and maintain audit trails. 

  • Accounting: Reduce data entry by pulling data from policy forms, track payments and graduated commission structure (incremental increase in commission with an increase in sales volume), split commission tracking (a division of commission between two or more parties). 

  • Carrier integration: Integrate with carriers to make changes to policies or post insurance transactions to a carrier website (such as premium payments and claims settlement); work with multiple carriers such as property, general liability, personal auto, and commercial auto. 

  • Policy servicing: Give clients 24/7 information access (such as proof of coverage) through online self-service portals; share documents with clients via email and instant messaging and add these documents directly to the workflow. 

What are the deployment options for insurance agency software?

To select the right insurance agency software for your business, you need to understand the deployment options available. Here are the main deployment options for this software:

Cloud-based deployment: Software vendors host the solutions on their own servers or third-party servers. You can access the solution through a desktop or a mobile app. Cloud solutions vendors usually offer a subscription-based pricing model that requires you to pay an annual or monthly fee (per user) to access the software.

On-premise deployment: Businesses host on-premise solutions on their own servers. These can be accessed via a desktop application and are available for a one-time, per-user license fee. However, you might need to spend an additional amount on in-house server hardware and active IT support. 

Key questions to ask your vendor before you buy: What will be the total cost of ownership after including the cost of implementation, additional equipment, and IT support?

What are some common features of insurance agency software?

Once you’ve checked the deployment options, it’s time to learn about the common features of insurance agency software. This information will help you shortlist products according to your requirements.

Here are the common features of insurance (agency) software:

Document management: Digitally sign, email, store, and retrieve documents. Search and track uploaded documents, forms (such as policy forms, ownership change forms, and annuity forms).

document management

Document management in NextAgency

Reports and dashboards: View key metrics such as application rate, claim type, and claimant information through interactive dashboards. Generate and store reports on income, expenses, premiums, receivables; convert reports to formats such as PDF and JPEG.

reports and dashboard

Insurance dashboard in PolicyFlow

Client management: Create individual client files for storing forms, certificates, e-signatures, and policy data; organize this data into folders for quick annual renewals.

client management

Customer data in NextAgency

Commission management: Create commission plans and policies. Calculate commission based on insurance type and carrier policies; set payment frequency (weekly, biweekly, bimonthly, and monthly) for premiums, renewals, and new policies.

Commission management

Commission management in NextAgency 

Key questions to ask your vendor before you buy: Other than these features, are there any features in your software that might be useful to my business?

Back to insurance agency software directory

*Note: The applications selected in this article are examples to show a feature in context, and are not intended as endorsements or recommendations, obtained from sources believed to be reliable at the time of publication.

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