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Top Rated Insurance Software with Activity tracking

Last updated: November 2026

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66 software options

AgencyBloc AMS+ logo

The #1 Recommended Insurance Industry Growth Platform

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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.

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BindHQ logo

Agency Management Simplified

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

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GO-INSUR logo
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Empower Your Insurance Growth with Agile Cloud Technology

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Rethink your policy management with GO-INSUR. Our agile, cloud-based software automates the full lifecycle—from quote-and-bind to MTAs and renewals. Launch products in weeks with a low-code rating engine, white-labeled broker portals, and secure API connectivity built for modern insurance growth.

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EASA logo

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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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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A1 Tracker logo

Enterprise Risk Management Software-Simplify Your Transition

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A1 Tracker is a risk management platform to help manage & mitigate risks and reduce company wide losses. Documents, workflow, financials, reserves, expenses, custom reports, analytics to manage trends. Integrated Modules: Claims, Incidents, Safety, OSHA, Work Comp, Assets, Contracts, Legal, Contract

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ePayPolicy logo

Faster, Easier, Integrated Insurance Payment Services

ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, and control user permissions.

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Sembley logo

Frictionless forms for the modern agency.

Sembley streamlines insurance submissions and renewals with AI-powered document analysis, third-party data enrichment, and simple client-ready intakes. Responses automatically populate carrier portals any combination of ACORD forms and supplements at once.

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NowCerts logo

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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NextAgency logo

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

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FileTrac Evolve logo

Claims management system & adjusting software

FileTrac Evolve is a cloud-based claims management system for independent adjusters of all sizes, from small businesses to large, multi-branch companies

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Claimable logo

Web-based claims management software

Claimable is a claims management platform that helps you communicate with claimants, process claims efficiently and reduce paperwork.

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Creatio AI CRM logo

AI CRM where people and AI agents work together.

AI-native, no-code platform that streamlines the entire Insurance lifecycle—from lead and policy management to underwriting, claims processing, and customer service. It empowers insurers, brokers, and agents with 360° customer views, automated workflows, and AI-driven insights to boost productivity.

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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Commission Tracker logo

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

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Insly logo

A full-cycle low-code insurance software solution.

No restrictions on classes of insurance that can be managed using the system

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tigerlab logo

The AI-powered insurance core platform for P&C

AI-powered insurance core platform for insurers, MGAs, and brokers to launch products and automate the full P&C lifecycle.

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ProNavigator logo

The only software purpose-built for insurance pros.

ProNavigator is purpose-built for Commercial Insurance professionals to organize every document in one convenient, easily searchable place.

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ezMakler logo

Customer and contract management for insurance brokers

ezMakler is a customer and contract management for insurance brokers and agencies, financial service providers, multiple agencies and structured sales for the management of all types of motor, property, life and health insurance.

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OneLink logo

Software for managing leads, communication, and policies

OneLink is a Health, Life & Medicare CRM designed to help businesses in many industries succeed. The platform lets organizations handle leads, follow-up with potential clients, assign call campaigns, and capture customer data across different communication channels.

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Quoteplicity logo

Quoting Software For Licensed Life Insurance Agents

Quoteplicity is a white-labeled quoting software designed to help insurance agents manage daily operations on a centralized interface. The platform offers an insurance quoter that allows agents to quote top-rated carriers or select their preferred providers. It empowers agents to curate a diverse portfolio of insurance products tailored to meet the unique needs of their clients.

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Salesforce Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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InsuredMine logo

Integrated agency management software for insurance firms

InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.

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MyHealthily logo

A simple platform to quote, enroll, & manage group benefits

MyHealthily launched the ridiculously simple all-in-one workflow solution for small group benefits. Ensuring a profitable business line for agents and brokers. The platform enables managers to quote, enroll, service, and renew small group healthcare and ancillary profitably and efficiently.

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CaptaIMS logo

Easy-to-use insurance management software for small agencies

CaptaIMS is an easy-to-use insurance management software that helps small insurance agencies streamline workflows. It helps agencies organize and manage all leads and clients in one centralized location. With CaptaIMS, agencies can choose which lines of business to track, including personal, commercial, life & health, or specialty.

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