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Top Rated Insurance Software with Activity tracking - Page 2

Last updated: September 2026

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64 software options

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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VBASoftware logo

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

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Core Commissions logo

Powerful and Affordable Commission Management Solutions

Powerful & intuitive commission management software. Handles the most complex incentive plans with rapid implementation.

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Benelinx logo

Cloud-based agency management software

Benelinx is a cloud-based agency management software for employee benefits insurance that helps automate data entry, analyze data-driven insights, and access a centralized database. It lets staff members create proposals, generate quotes, and track commissions from a unified platform.

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Bayzat logo

HR, payroll, finance, insurance & benefits for the UAE & KSA

In the UAE, Bayzat is a licensed insurance broker and technology platform. Compare plans across insurers, place and renew group health cover, manage enrolment, dependants and claims, with member lists updating automatically from HR records. Digital cards and photo claims in-app.

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DecisionRules.io logo

Business rules engine and decision automation platform

DecisionRules is a business rules engine and decision automation platform. Model decisions as Decision Tables, Trees, and Flows and call them over a REST API. AI Assistant, AI Agent, and MCP on a deterministic engine. 1B+ decisions a day, evaluated in under 10ms. SOC 2 audited. ISO 27001 certified.

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Indio logo

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.

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Figtree General Insurance Claims logo

Cloud-based insurance claims solution

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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AGENCYMATE logo

Agency management solution for insurance agencies

AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

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AgentCubed logo

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.

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Ozone Insuria logo

Cloud-based insurance brokers management solution

Ozone Insuria is an insurance brokers management software tailored to meet the specific demands of insurance brokers and agents. One of its standout features is its integration of day-to-day operations with the accounting module. Built on the foundation of on-demand information access, Ozone Insuria is a web-based application that enables analysis of your business anytime.

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Health Cloud logo

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

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Shape logo

Cloud-based CRM, sales & marketing automation software

Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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SAIBA Global logo

Insurance broking management software

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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AgentSync logo

Compliance management solution for insurance agencies

Designed for carriers, agencies, and managing general agents (MGAs), AgentSync is a compliance management solution that helps streamline onboarding, contracting, licensing, appointing, and other processes across property-casualty, life, health, and annuity insurance markets. It includes agent and self-service developer portals, transparent data and reporting, just-in-time (JIT) appointments, background checks, and National Insurance Producer Registry (NIPR) synchronization.

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Wellnex logo

Cloud-based healthcare customer relationship management tool

Wellnex is a cloud-based healthcare CRM software that helps businesses generate leads, launch marketing campaigns, handle portfolio segmentation, and more.

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Applied Epic logo

Your Indispensable Technology Partner.

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

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Bitrix24 logo

Cloud & on-premises workspace for all business sizes

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.

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Agency Matrix logo

Agency Management Solution

Insurance Agency Automation Solutions
Agency Software

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Snapsheet Claims logo
(0)

Cloud-based claims management tool with automated workflows

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

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TBW - Broker Management System logo
(0)

Property and casualty (P&C) insurance management suite

The Broker's Workstation is a suite of insurance management applications designed to help businesses streamline underwriting, quoting, accounting, and policy management operations for property and casualty (P&C) brokers and agents. It includes various solutions including IntelliQuote, Customer Relationship Management, Broker Management Accounting, Commercial Policy Tools, and I-Client.

Read more about TBW - Broker Management System

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Genasys logo
(0)

Cloud based insurance platform for brokers

Genasys is a unified, cloud based insurance platform for insurers, MGAs and brokers moving beyond legacy systems without disruption. Policy, claims and billing in one place, with enterprise grade control, low code configuration and open API architecture for truly connected operations.

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Azentio Insurance suite logo
(0)

Insurance policy administration & claims automation platform

Azentio Policy Administration System (PAS) automates the full insurance policy lifecycle, from issuance and endorsements to renewals, helping insurers reduce manual work and adapt to market and regulatory changes.

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Bloom logo
(0)

Digital portal for managing insurance operations

Bloom is a digital insurance portal that aims to revolutionize the customer experience for insurance providers. The portal offers a wide range of self-service features, enabling seamless policy management, claims submission, and real-time support. With its robust API framework, digital KYC, and USSD integration, the it empowers insurance providers to deliver a tailored, customer-centric experience that drives engagement and operational efficiency.

Read more about Bloom

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Insurance Commission Tracker logo
(0)

Insurance commission tracking software

Premium Payment Tracker - Track you Premium Commission payment to identify and reclaim missing payments from you Carriers

Read more about Insurance Commission Tracker

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