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Insurance Software with Customizable Fields (2026) - Page 2

Last updated: March 2026

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52 software options

EASA logo

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

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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Pathway Insurance Software logo

Insurance Automation Software

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Pathway is designed to help insurance agencies and brokers streamline client communication, marketing automation, and workflow management operations. It enables employees to efficiently handle client onboarding, contract renewal, billing, referral requests, and cross-selling opportunities.

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SiegeAOS logo

Cloud-based insurance & policy management software

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SiegeAMS is a cloud-based software designed to help insurance agencies handle and streamline various administrative processes, including campaign management, reporting, task assignment, and more. Supervisors can track employees’ productivity based on defined goals or benchmarks and generate performance reports.

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OneLink logo

Software for managing leads, communication, and policies

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OneLink is a Health, Life & Medicare CRM designed to help businesses in many industries succeed. The platform lets organizations handle leads, follow-up with potential clients, assign call campaigns, and capture customer data across different communication channels.

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Quoteplicity logo

Quoting Software For Licensed Life Insurance Agents

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Quoteplicity is a white-labeled quoting software designed to help insurance agents manage daily operations on a centralized interface. The platform offers an insurance quoter that allows agents to quote top-rated carriers or select their preferred providers. It empowers agents to curate a diverse portfolio of insurance products tailored to meet the unique needs of their clients.

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Macaw logo

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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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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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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Open GI logo

Policy administration for insurance brokers & agencies

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Transactor is a full cycle administration and policy processing solution for underwriting agencies, brokers, insurers & MGAs to streamline insurance delivery

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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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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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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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DRC Insurance Platform logo
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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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AgencySmart logo
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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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NewgenONE Digital Transformation Platform logo
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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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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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OWLS logo
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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
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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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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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