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Insurance Software with Reporting/Analytics

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OneLink logo
5.0
(5)

Software for managing leads, communication, and policies

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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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Genius Avenue logo
(0)

Sustainable, scalable brand growth

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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.

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AgencyBloc AMS+ logo
4.8
(127)

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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Verity logo
(0)

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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Bitrix24 logo
4.2
(827)

100% free CRM, collaboration, and communication tool suite

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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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Commission Tracker logo
4.7
(36)

Sales commission software for insurance companies

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Commission Tracker is a sales commission software used by insurance companies to manage and track sales commission paid to agents

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NextAgency logo
4.9
(40)

Agency management software for life & health agencies.

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

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EngageBay CRM logo
4.7
(672)

Integrated sales & marketing software for growing teams

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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.

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PhoneBurner logo
4.8
(173)

Power dialer & outbound sales acceleration software for SMBs

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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.

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ePayPolicy logo
4.9
(133)

Faster, Easier, Integrated Insurance Payment Services

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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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Workday Adaptive Planning logo
4.5
(194)

Enterprise planning software for agile budgeting & reporting

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Workday Adaptive Planning is the only solution that empowers finance to configure sophisticated, driver-based models, analyze unlimited scenarios, and use AI and machine learning to create predictive forecasts and gain enhanced insights. Partner with us today to drive fast, confident decisions.

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Creatio CRM logo
4.8
(119)

Boost marketing, sales and service performance!

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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.

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A1 Tracker logo
4.9
(66)

Enterprise risk management software

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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.

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Snappii logo
4.6
(72)

Codeless app platform, mobile apps and forms

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

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Commissionly logo
4.9
(44)

Intelligent commission payments, made simple.

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

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Commence logo
4.9
(44)

Online CRM for Small to Mid-Size Businesses

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An affordable robust On Line CRM Software solution for businesses of 5 to 200 users that includes Contact Management, Activity Management, Sales Management, Lead Management, Marketing, Customer Service, Project Management and Reporting.

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Shape logo
4.8
(41)

Cloud-based CRM, sales & marketing automation software

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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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InsuredMine logo
4.7
(23)

Integrated agency management software for insurance firms

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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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Core Commissions logo
4.7
(14)

Powerful and Affordable Commission Management Solutions

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

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Agreement Express logo
4.6
(14)

Contract management software

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Agreement Express is a contract management software platform that enables organizations to completely automate or dramatically accelerate documents through every bottleneck in your process, enabling you to improve productivity and operating margins within days of activation.

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VBASoftware logo
4.7
(10)

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

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SiegeAOS logo
5.0
(6)

Cloud-based insurance & policy management software

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SiegeAMS is a cloud-based software designed to help insurance agencies handle and streamline various administrative processes, including campaign management, reporting, task assignment, and more. Supervisors can track employees’ productivity based on defined goals or benchmarks and generate performance reports.

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Pathway Insurance Software logo
5.0
(6)

Insurance Automation Software

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

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Better Agency logo
4.3
(12)

Comprehensive CRM solution for insurance agencies

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Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

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AgentCubed logo
4.4
(10)

Lead management and CRM solution for insurance businesses

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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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