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Top Rated Insurance Software with Automatic reminders - Page 3

Last updated: May 2026

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77 software options

AgentSync logo

Compliance management solution for insurance agencies

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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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Velocity logo

Insurance agency management system

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Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more

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Applied Epic logo

Your Indispensable Technology Partner.

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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.

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Bitrix24 logo

All in one business management workspace

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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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Guidewire logo

Deliver insurance your way.

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Guidewire provides flexible core systems that enable you to deliver insurance the way you’ve always wanted to. Our core system suite spans the entire property/casualty (P/C) insurance lifecycle—underwriting, policy administration, billing, claims, and reinsurance management.

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Agency Matrix logo

Agency Management Solution

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Insurance Agency Automation Solutions
Agency Software

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Smart Agent logo
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Web-based insurance management platform

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An online software and mobile application for insurance agents which helps them to manage their insurance sales data digitally and grow their businesses.

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Genasys logo
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Cloud based insurance platform for brokers

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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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Scalepoint CORE logo
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We help insurance companies help their customers

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A complete and intuitive core system (PAS), which digitises all policy and claims processes and can easily be customised to your business.

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Proformex logo
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Inforce Policy Management for Life & Annuities

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Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance.

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PolicyFlow logo
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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.

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DRC Insurance Platform logo
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Cloud-based insurance management and automation software

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DRC Insurance Platform is a cloud-based solution that assists P&C insurers with quoting, policy management, billing, and more. The fully customizable, web-based system enables brokers to create insurance quotes, manage form designs, and edit drop-down menu options.

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AdInsure logo
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Award-winning standard insurance platform

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AdInsure insurance platform serves as a foundation of award-winning solutions: AdInsure for Non-life, Life, Commercial insurers, and Brokers. AdInsure combines comprehensive features in a single, unified platform and connects insurers with emerging technologies, service providers, and partners.

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Azentio Insurance suite logo
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Insurance policy administration & claims automation platform

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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
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Digital portal for managing insurance operations

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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.

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Verity logo
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Policy administration software for MGAs and carriers

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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!

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CaseGlide logo
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Claims litigation management solution

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CaseGlide’s claims litigation management solution drives collaboration through an innovative, integrated platform that brings together adjusters, attorneys, and claims leadership, streamlining processes and reducing costs. CaseGlide shortens case cycle times, lowers costs, and delivers analytics.

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HoundDog logo
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Vendor insurance and document tracking solution.

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HoundDog is a cloud-based solution that automates the entire certificate of insurance (COI) collection and verification process. It helps manage compliance documents as well as W-9s, MSAs, subcontractor agreements, and more.

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Simfuni logo
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Life insurance platform with workflow automation

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Simfuni is a life insurance operations platform that unifies data and automates workflows for insurers. The software offers policy servicing, underwriting, claims management, and payment processing through an API-based architecture. Features include configurable workflows, closed-book migration tools, multi-channel distribution capabilities, compliance oversight, and self-service options for policyholders.

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V3locity logo
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Global provider of benefits and investment administration

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V3locity is an integrated suite of powerful applications that provide comprehensive business functionality throughout the entire life cycle. It also offers a wide range of enterprise capabilities, making it a truly transformative platform. With its modular design, V3locity allows for flexible and agile deployment strategies while ensuring effortless data accessibility across the entire organization.

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NewgenONE Digital Transformation Platform logo
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NewgenONE Low Code Digital Transformation Platform

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A unified, cloud-based, low-code platform for automating end-to-end processes and comprehensively managing content and communications, backed by AI-based cognitive capabilities and a robust integration ecosystem.

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Captive Management Platform logo
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Captive insurance platform and compliance

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Captive Management Platform centralizes policy management, claims, reinsurance, compliance, billing, and actuarial processes in one environment. It helps captive managers streamline workflows, maintain regulatory compliance, and gain full visibility into portfolio performance and financials.

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AgencySmart logo
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Work Smart...AgencySmart!

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Whether you are a small retail shop or a national TPA or General Agent, AgencySmart is the software product that is designed to help insurance agents be more productive, more effective and more profitable.

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eBSEG Digital Insurance logo
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Omnichannel insurance management platform

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eBSEG Digital Insurance is an omnichannel platform that enables insurance organizations to deliver services across multiple digital channels including mobile, web, tablet, and chatbot interfaces. The solution allows customers to view coverage, make policy changes, submit claims, and process payments from any device at any time, while providing insurance companies with a scalable infrastructure that integrates with existing systems.

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Figuro logo
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Sell more, simplify insurance, grow sales.

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Streamline workflows, automate tasks, and gain insights with a centralized platform. The client portal offers a seamless digital experience, empowering customers with self-service options. With Figuro, users will
Sell more policies
Deliver superior customer service
Gain a competitive edge with data

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