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Insurance Software with Configurable Workflow (2026) - Page 2

Last updated: March 2026

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51 software options

Financial Services Cloud logo

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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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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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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Kanverse AP Invoice Automation logo

Cloud-based accounts payable software

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Kanverse AI automates insurance submissions, claims, and SOVs. Carriers, brokers, and MGAs gain faster turnaround, higher accuracy, compliance, and lower costs—freeing underwriters and claims teams to focus on decision-making.

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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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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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Bayzat logo

All-in-One HR, Payroll & Benefits Software for Growing Teams

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Bayzat is an all-in-one HR software that helps growing businesses manage HR operations, payroll, attendance, and employee benefits in one simple platform. Designed for modern teams, Bayzat automates repetitive HR tasks, improves employee experience, and ensures compliance

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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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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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Snapsheet Claims logo
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Cloud-based claims management tool with automated workflows

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Snapsheet makes claims simple through a suite of innovative insurance software solutions that transform insurance companies.

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NewgenONE Digital Transformation Platform logo
(0)

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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DRC Insurance Platform logo
(0)

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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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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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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AMDIS logo
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Cloud-based financial risk management solution

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AM-DIS is a cloud-based financial risk management solution that offers an automated environment for asset managers, insurers, and others to monitor and manage their risk, capital requirements, compliance, and performance.

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INDIS logo
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Cloud-based risk management solution

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INDIS is a cloud-based solution designed for insurers and mutual investors, which automates business processes through regulations by analyzing financial and non-financial data.

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AgencySmart logo
(0)

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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OWLS logo
(0)

Fully automates cloud-based insurance admin

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OWLS Software is an end-to-end cloud administration software used to administer all aspects of the policy lifecycle for both short-term and long-term insurance businesses and financial services. It provides independent functions, third-party integrations, and a platform to run all functions for both short and long-term businesses on one system.

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Bloom logo
(0)

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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Titanium logo
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Cloud-based end-to-end policy administration system

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Titanium is a cutting-edge life insurance policy administration system. Titanium supports every facet of policy administration. With an emphasis on flexibility, scalability & technological innovation, Titanium provides a comprehensive suite of features.

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Bold Penguin logo
(0)

Software for managing commercial insurance operations

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Bold Penguin offers a suite of innovative insurance technology and quoting software solutions designed to simplify the commercial insurance experience for agents, brokers, carriers, and small-to-medium sized businesses (SMBs).

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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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Azentio Insurance suite logo
(0)

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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GO-INSUR logo
(0)

Digital insurance platform for brokers, insurers, and MGAs

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GO-INSUR is a cloud-based digital insurance platform designed to help insurers, brokers, and managing general agents (MGAs) create, manage, and sell policies either directly to the customers or via brokers. Key features include commission disbursements, white labeling, data export, and reporting.

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