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Top Rated Insurance Software with Client portal

Last updated: May 2026

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65 software options

Macaw logo

Macaw

With Macaw AMS, you may not need a physical office any more.

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Built around a customer-centric model, Macaw AMS supports end to end processes for Insurance Brokers especially for the MGAs, MGUs, Program Managers and Lloyds Cover-holders. Macaw is best for its flexibility and time to market. Macaw AMS is expected to cut down the cost per policy to one third.

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Commission Tracker logo

Commission Tracker

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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Jenesis Software logo

Jenesis Software

Insurance agency management solution

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Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

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Financial Services Cloud logo

Financial Services Cloud

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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GO-INSUR logo

GO-INSUR

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Empower Your Insurance Growth with Agile Cloud Technology

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Rethink your policy management with GO-INSUR. Our agile, cloud-based software automates the full lifecycle—from quote-and-bind to MTAs and renewals. Launch products in weeks with a low-code rating engine, white-labeled broker portals, and secure API connectivity built for modern insurance growth.

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EASA logo

EASA

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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BindHQ logo

BindHQ

Agency Management Simplified

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BindHQ is a market-leading Agency Management System that powers the day to day operations of MGAs, MGUs and Wholesale Brokerages selling Specialty Insurance.

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A1 Tracker logo

A1 Tracker

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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Sembley logo

Insurance forms solution for the modern agency

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Sembley is an innovative cloud-based solution that transforms the way commercial property and casualty (P&C) insurance brokers and agencies manage their insurance submissions and renewal processes.

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NowCerts logo

Agency management system for insurance agents

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NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs.

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FileTrac Evolve logo

Claims management system & adjusting software

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FileTrac Evolve is a cloud-based claims management system for independent adjusters of all sizes, from small businesses to large, multi-branch companies

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VCA Software logo

VCA Software

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At VCA Software, our goal is to humanize the claims journey. VCA is changing the insurance churn paradigm and creating a new standard for managing claims – the most crucial insurance customer touchpoint.

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Claimable logo

Web-based claims management software

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Claimable is a claims management platform that helps you communicate with claimants, process claims efficiently and reduce paperwork.

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tigerlab logo

Enabling Innovations Globally

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tigerlab is a global insurtech provider delivering a cloud-native platform that helps insurers modernize systems & automate operations.

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Livegenic logo

Cloud-based claims processing tool for the healthcare sector

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Livegenic is a cloud-based claims processing platform that facilitates live video collaboration for insurance claims, customer service, and field services. This solution allows various stakeholders such as claims adjusters, customer service agents, field inspectors, and policyholders to collaborate using live video, photo capture, and audio recordings.

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ProNavigator logo

The only software purpose-built for insurance pros.

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ProNavigator is purpose-built for Commercial Insurance professionals to organize every document in one convenient, easily searchable place.

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ParaCode logo

Straightforward insurance technology from straight talking

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ParaCode is a cloud-based policy administration and claims management software platform that is product agnostic and is aimed at anyone in the insurance market including MGA’s, Brokers and Insurers who want to take advantage of our Broker portal, Marketplace and Online sales functionality.

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InsuredMine logo

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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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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VBASoftware logo

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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DataPath Summit logo

Benefits account administration and financial processes

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DataPath Summit is a cloud-based solution for CDH benefits and COBRA administration.

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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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Core Commissions logo

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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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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