App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Insurance Software

Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.

118 software options


Filter results


Pricing model

User rating

Personalize your search

Any industry

Any business size

Genius Avenue logo

Genius Avenue


Sustainable, scalable brand growth

visit website
Genius Avenue’s A-Z tech and services stack provides versatile, customized solutions for enroll & admin, digital sales, marketing, billing & collections and more. The stack helps carriers, brokers and benefit providers build a scalable business model and enhance lives with innovative consumer benefits.

Read more about Genius Avenue

Users also considered
Financial Services Cloud logo

Financial Services Cloud


The world's #1 CRM, reimagined for financial services.

visit website
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

Users also considered
AgencyBloc logo



The #1 Agency Recommended Management System

visit website
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

Read more about AgencyBloc

Users also considered
AgencyZoom logo



Sales management for insurance agencies

visit website
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

Users also considered
Macaw logo



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

visit website
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.

Read more about Macaw

Users also considered
Jenesis Software logo

Jenesis Software


Insurance agency management solution

visit website
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

Users also considered
Creatio CRM logo

Creatio CRM


Boost marketing, sales and service performance!

visit website
With Creatio CRM for insurance you get access to a broad variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more.

Read more about Creatio CRM

Users also considered
Verity logo



Policy administration software for MGAs and carriers

visit website
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!

Read more about Verity

Users also considered
Commission Tracker logo

Commission Tracker


Sales commission software for insurance companies

visit website
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

Users also considered
NOBL logo



Insurance management platform with an API

visit website
NOBL offers an API that provides customers with programmatic access to directly integrate their business into the system for automated claim processing and data integration. The platform automates the manual processes in insurance pricing, purchasing, and claims management.

Read more about NOBL

Users also considered
BindHQ logo



Agency Management Simplified

visit website
BindHQ is a market-leading Agency Management System that powers the day to day operations of MGAs, MGUs and Wholesale Brokerages selling Specialty Insurance.

Read more about BindHQ

Users also considered
NowCerts logo



Agency management system for insurance agents

visit website
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

Users also considered
mPACS logo



Insurance management for agencies & insurance brokers

visit website
mPACS provides a complete solution for insurance agency management

Read more about mPACS

Users also considered
NextAgency logo



Agency management software for life & health agencies.

visit website
NextAgency is an insurance agency management system for health & life insurance businesses with CRM, insurance agency, commission management tools, & more

Read more about NextAgency

Users also considered
Bitrix24 logo



100% free CRM, collaboration, and communication tool suite

visit website
Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

Read more about Bitrix24

Users also considered
EngageBay CRM logo

EngageBay CRM


Integrated sales & marketing software for growing teams

learn more
EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform.

Read more about EngageBay CRM

Users also considered
PhoneBurner logo



Power dialer & outbound sales acceleration software for SMBs

learn more
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

Users also considered
Indio logo



Cloud-based solution for insurance application & renewal

learn more
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

Users also considered
ClientCircle logo



Happier clients, more sales. Made for insurance.

learn more
One platform to grow your agency. Made for insurance.

Read more about ClientCircle

Users also considered
HealthSherpa logo



Healthcare management plans for ACA organizations

learn more
HealthSherpa is designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.

Read more about HealthSherpa

Users also considered
Compulife Quote Software logo

Compulife Quote Software


Life Insurance Quoting Software

learn more
Compulife Quote Software is a quoting solution for the insurance industry, which provides features such as customizable forms, insurance quotes, mobile access, and responsive design.

Read more about Compulife Quote Software

Users also considered
A1 Tracker logo

A1 Tracker


Enterprise risk management software

learn more
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.

Read more about A1 Tracker

Users also considered
Sentry logo



Track exceptions with modern error logging

learn more
Sentry provides error tracking and crash reporting so every developer can instantly see how their production code affects real users and automatically triage and resolve issues as part of their existing workflow. Sentry aggregates and adds important context to stack traces and tells you the users, services, and servers that were affected.

Read more about Sentry

Users also considered
Applied Epic logo

Applied Epic


Business management system for insurance agencies

learn more
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.

Read more about Applied Epic

Users also considered
Snappii logo



Codeless app platform, mobile apps and forms

learn more
Snappii mobile app builder helps you to build and customize powerful mobile business apps with no programming or coding needed in DAYS.

Read more about Snappii

Users also considered

Here's what we'll cover:

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.