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Top Rated Insurance Software with Contact management - Page 3

Last updated: September 2026

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83 software options

HawkSoft CMS logo

Insurance agency management.

HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking and auditing, policy management and more.

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Ozone Insuria logo

Cloud-based insurance brokers management solution

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

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

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Shape logo

Cloud-based CRM, sales & marketing automation software

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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Users also considered
SAIBA Global logo

Insurance broking management software

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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Users also considered
AgentSync logo

Compliance management solution for insurance agencies

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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Partner XE logo

Web-based insurance and claims management software

Partner XE is a web-based insurance and claims management software that helps businesses manage documents, proposals, client information, accounting, and more from within a unified platform. It allows staff members to automatically send text messages to clients regarding policy renewal, late payments, and other relevant information.

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Users also considered
Wellnex logo

Cloud-based healthcare customer relationship management tool

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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Better Agency logo

Comprehensive CRM solution for insurance agencies

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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Users also considered
Applied Epic logo

Your Indispensable Technology Partner.

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

Cloud & on-premises workspace for all business sizes

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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Users also considered
Agency Matrix logo

Agency Management Solution

Insurance Agency Automation Solutions
Agency Software

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Snapsheet Claims logo
(0)

Cloud-based claims management tool with automated workflows

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

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TBW - Broker Management System logo
(0)

Property and casualty (P&C) insurance management suite

The Broker's Workstation is a suite of insurance management applications designed to help businesses streamline underwriting, quoting, accounting, and policy management operations for property and casualty (P&C) brokers and agents. It includes various solutions including IntelliQuote, Customer Relationship Management, Broker Management Accounting, Commercial Policy Tools, and I-Client.

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Proformex logo
(0)

Inforce Policy Management for Life & Annuities

Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance.

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DRC Insurance Platform logo
(0)

Cloud-based insurance management and automation software

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.

Read more about DRC Insurance Platform

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RenewalCompass logo
(0)

Prioritized renewal for insurance agencies

RenewalCompass is insurance renewal management software designed for independent insurance agencies. The software converts policy exports from agency management systems into a prioritized renewal pipeline by scoring expiring policies by risk level. It provides automatic alerts at ninety, sixty, thirty, and fourteen days before renewal dates and offers a shared team view of the renewal desk for agency owners, producers, and customer service representatives.

Read more about RenewalCompass

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AdInsure logo
(0)

Insurance platform for Life, P&C & Commercial insurers

AdInsure insurance platform serves as a foundation of award-winning solutions: AdInsure for Non-life, Life, Commercial insurers, and Brokers. AdInsure combines comprehensive features in a single, unified platform and connects insurers with emerging technologies, service providers, and partners.

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Users also considered
Azentio Insurance suite logo
(0)

Insurance policy administration & claims automation platform

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.

Read more about Azentio Insurance suite

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Bloom logo
(0)

Digital portal for managing insurance operations

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.

Read more about Bloom

Users also considered
Softseguros logo
(0)

Cloud software and CRM for insurance professionals.

Softseguros Software is a cloud platform for the management and administration of insurance agencies. It integrates a virtual assistant for communication with customers, a CRM to boost sales, and connects with any device via the internet to work from anywhere.

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Users also considered
Broker Web Portal logo
(0)

Digital portal for insurance broker operations

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

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Users also considered
BrokerEdge logo
(0)

All-In-One insurance broker software

BrokerEdge is a smart and agile insurance broker software that is designed to help you improve core business processes and equip your brokers with powerful digital capabilities.

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riskine logo
(0)

Digital advisory solutions for banks and insurance companies

riskine develops API-based advisory and sales software for the financial industry, enabling companies to provide their customers with an optimal foundation for making informed financial decisions.

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Verity logo
(0)

Policy administration software for MGAs and carriers

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!

Read more about Verity

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