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Top Rated Insurance Software with Document management - Page 2

Last updated: May 2026

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99 software options

Agency Master logo

Insurance agency management tool for transportation industry

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Agency Master is an insurance agency management software designed to help businesses create insurance certificates for commercial trucking and transportation operations. It enables employees to prepare financial statements and streamline billing and commission tracking activities.

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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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Agentero logo

The premier agency growth engine

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Agentero is a cloud-based sales and service platform, designed to help insurance agents track opportunities and manage revenue. Key features include renewal prioritization, policy recommendations, coverage optimization, sales pipeline management, file import, and predictive modeling.

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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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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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ezMakler logo

Customer and contract management for insurance brokers

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ezMakler is a customer and contract management for insurance brokers and agencies, financial service providers, multiple agencies and structured sales for the management of all types of motor, property, life and health insurance.

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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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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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Surfly logo

Universal Co-browsing and Collaboration Technology

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Surfly is a secure co-browsing and collaboration technology that lets you upgrade any conversation, from any channel.

Instantly innovate your existing online interactions without changing your original application or installing software.

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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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SIBRO logo

End-to-end insurance broking platform

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SIBRO is an end-to-end software for insurance brokers, insurance agents, and insurance broking companies, with complete policy cycle, prospect, and claims management. The software is responsive, and is compatible with tablet, mobile and desktop.

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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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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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BluRoot logo

Data collection & quote management for insurance brokers

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BluInsurance assists the modern agent in the prospect to closed policy process. It simplifies this process by providing online intake forms and automatic PDF generation for quotes. Further, it manages leads by integrating with online lead sources, distributing leads and notifying agents through SMS.

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Indio logo

Cloud-based solution for insurance application & renewal

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Indio is a cloud-based solution, designed to help commercial insurance agents, brokers and agencies digitize insurance application and renewal processes. It includes an activity tracking module, which sends alerts when clients sign-in, update information, sign forms or submit documents.

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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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Applied CSR24 logo

Cloud-based customer self-service portal

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Applied CSR24 is a cloud-based customer service software designed to help businesses provide a self-service portal to customers to deliver insurance information, online bill pay, documents, and messages on mobile devices. It lets teams alter documents according to the needs of the clients.

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Bayzat logo

Cloud HR payroll and benefits management platform

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Bayzat is a cloud-based HRMS and payroll software designed specifically for businesses in the UAE and GCC region. The platform integrates core HR functions, payroll processing, finance management, and employee benefits into a unified system that streamlines administrative tasks and automates workflows. It features AI-enabled tools for reporting and analytics while maintaining compliance with local labor laws and security standards.

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InsureEdge logo

Future-Ready Insurance Software

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Damco’s InsureEdge is designed to simplify and streamline insurance operations by harnessing technology to upgrade manual processes. It helps various stakeholders in managing their day-to-day operations while holding customer experience as the primary focus.

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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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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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Layr logo

Software for Commercial Insurance Brokers & Agents

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Layr is enabling P&C brokers to deliver 100% online insurance, from application to renewal. Layr is custom branded to each broker and includes the white-labeled insureds' digital kiosk, AI-account manager, digitized rater, and pricing + placement prediction designed with brokers in mind.

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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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BriteCore logo

Cloud-based Insurance and Claims Management Solution

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BriteCore is a fully managed cloud-based insurance software system supporting multi-line, multi-state, and multi-location policies for personal, commercial, and specialty lines of business. Our robust web API enables integrations with third party vendors who enhance the functionality of our product.

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