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Insurance Software with Client Portal (2026)

Last updated: March 2026

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Key features of Insurance Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Insurance Policy Management: Reviewers value tracking policies, easy client information access, handling renewals, and maintaining comprehensive client records efficiently. 98% of reviewers rated this feature as important or highly important.
Document Management: Users appreciate easy document access, electronic storage, and the ability to search, share, and email documents directly from the system. 93% of reviewers rated this feature as important or highly important.
Contact Management: Reviewers highlight detailed record-keeping, organized contact fields, and effective client communication, especially during critical periods like open enrollment. 89% of reviewers rated this feature as important or highly important.
Activity Tracking: Users find it useful for staying on top of customer interactions, tracking payments, and maintaining a consistent record of activities across the team. 82% of reviewers rated this feature as important or highly important.
Commission Management: Users appreciate tracking commissions and payments in one place, handling multiple commission rates, and easing the reconciliation process. 73% of reviewers rated this feature as important or highly important.
Claims Management: Reviewers value tracking claim information efficiently, setting follow-up reminders, and having an organized system for managing claim documents and activities. 58% of reviewers rated this feature as important or highly important.