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Top Rated Insurance Software with Client management - Page 2

Last updated: May 2026

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60 software options

MyHealthily logo

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

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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

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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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InsureCert logo

We help brokers outperform the competition.

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Insurance Program Automation; give brokers what they want, bespoke digital products! pay commission instantly, dashboard management, auto-renew and much more.

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Shape logo

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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Benelinx logo

Cloud-based agency management software

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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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DecisionRules.io logo

Agile Business Rule Engine for Every Industry

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DecisionRules helps you speed up everyday processes in financial services, insurance, e-commerce, logistics, healthcare and more.

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AGENCYMATE logo

Agency management solution for insurance agencies

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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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Applied CSR24 logo

Cloud-based customer self-service portal

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Applied CSR24 is a cloud-based customer service software designed to help businesses provide a self-service portal to customers to deliver insurance information, online bill pay, documents, and messages on mobile devices. It lets teams alter documents according to the needs of the clients.

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Figtree General Insurance Claims logo

Cloud-based insurance claims solution

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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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REACH logo

Interact and transact with customers at scale, in one app.

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Conduct real-time or self-service agent-customer sessions through REACH Business Cloud®. Collect digital signatures, documents, payments and verify identities. REACH allows agents to guide customers through transactions in real-time or self-service mode.

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AgentCubed logo

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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Ozone Insuria logo

Cloud-based insurance brokers management solution

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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

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

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SAIBA Global logo

Insurance broking management software

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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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Wellnex logo

Cloud-based healthcare customer relationship management tool

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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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Athena logo

Life insurance broking solution

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Athena life insurance broking tool is a comprehensive solution designed for insurance distributors, agencies, brokers and resellers. It helps calculate and display commissions or incentives for employees or franchisees and reconcile against the calculated commissions and actual commission received.

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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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Agency Matrix logo

Agency Management Solution

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Insurance Agency Automation Solutions
Agency Software

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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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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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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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Broker Web Portal logo
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Digital portal for insurance broker operations

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A ready-made digital Broker Web Portal for insurance brokers to manage policies, claims, and client interactions in one place.

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