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Insurance Software

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Financial Services Cloud


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



Agency management software for life & health agencies.

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

Read more about NextAgency

Health Cloud


Patient relationship management software in the Cloud

Salesforce Health Cloud is a collaborative, all-round healthcare CRM and patient management software for healthcare providers, payers, and patients

Read more about Health Cloud



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



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

Jenesis Software


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.

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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.

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Commission Tracker


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



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.

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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



Agency Management Simplified

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



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

Pathway Insurance Software


Cloud-based P&C insurance & marketing automation software

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

Read more about Pathway Insurance Software



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



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



Insurance benefit management for healthcare providers

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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 Anagram



Insurance management for agencies & insurance brokers

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mPACS provides a complete solution for insurance agency management

Read more about mPACS



Insurance agency solution

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EXLynx is a cloud-based solution that helps insurance agencies streamline processes related to online quoting, lead management, customer retention, email marketing, and more. With the rating engine, users can store ACORD forms, generate cost valuations, and submit quotes on a centralized platform.

Read more about EZLynx



Web-based claims management software

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Customer-first claims management software for your business

Read more about Claimable



Cloud based benefits administration software

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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 VBASoftware



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.

Read more about GO-INSUR



Specialist insurance broking management software

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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



Advisory suite for banks and insurance agencies

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riskine is a cloud-based advisory suite designed to help banks and insurance agencies provide consultations to private and corporate customers. Features include product recommendations, policy checks, knowledge graphs, event-based advice, state level benefits calculator, and goal planning.

Read more about riskine



Cloud-based solution for insurance application & renewal

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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



Healthcare management plans for ACA organizations

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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

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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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