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Top Rated Insurance Software with Document management - Page 3

Last updated: May 2026

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99 software options

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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HawkSoft CMS logo

Insurance agency management.

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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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AgentCubed logo

Lead management and CRM solution for insurance businesses

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AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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PlanetBids logo

Powerful solutions for procurement and public works

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PB System is the leader in eProcurement solutions for public agencies providing collaborative outreach, prequalification and diversity certification, bid management, insurance and contract management modules.

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Ozone Insuria logo

Cloud-based insurance brokers management solution

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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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mPACS logo

Insurance management for agencies & insurance brokers

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mPACS provides a complete solution for insurance agency management

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Health Cloud logo

Patient relationship management software in the cloud

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

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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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Velocity logo

Insurance agency management system

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Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more

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Wellnex logo

Cloud-based healthcare customer relationship management tool

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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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Partner XE logo

Web-based insurance and claims management software

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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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Better Agency logo

Comprehensive CRM solution for insurance agencies

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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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Applied Epic logo

Your Indispensable Technology Partner.

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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

All in one business management workspace

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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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Guidewire logo

Deliver insurance your way.

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Guidewire provides flexible core systems that enable you to deliver insurance the way you’ve always wanted to. Our core system suite spans the entire property/casualty (P/C) insurance lifecycle—underwriting, policy administration, billing, claims, and reinsurance management.

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EZLynx logo

Your most productive employee.

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With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier.

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Agency Matrix logo

Agency Management Solution

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Insurance Agency Automation Solutions
Agency Software

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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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TBW - Broker Management System logo
(0)

Property and casualty (P&C) insurance management suite

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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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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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Scalepoint CORE logo
(0)

We help insurance companies help their customers

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A complete and intuitive core system (PAS), which digitises all policy and claims processes and can easily be customised to your business.

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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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Proformex logo
(0)

Inforce Policy Management for Life & Annuities

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

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PolicyFlow logo
(0)

Specialist insurance broking management software

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PolicyFlow is an insurance broking management and policy administration solution designed specifically for insurance brokers. PolicyFlow provides users with features such as quote and claims management, policy administration, and risk capture forms.

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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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