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Insurance
Page 4

Insurance Software with Document Management (2026) - Page 4

Last updated: March 2026

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Features

Document Management

Client Portal(57)

Sales Reports(23)

Workflow Management(63)

Customer Database(25)

Integrated with

QuickBooks Online Advanced(8)

Zapier(10)

HubSpot CRM(4)

Xero(7)

Pricing model

Free(9)

Open Source(1)

Free Trial(42)

One Time License(9)

Subscription(54)

Devices supported

Mac(32)

iPad(23)

Android(24)

Linux(28)

Web-based(93)

iPhone(24)

Windows(52)

Organization types

Small Business(87)

Non Profit(8)

Large Enterprises(75)

Public Administrations(12)

Freelancers(53)

Mid Size Business(80)

User rating

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94 software options

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Sponsored

DRC Insurance Platform

(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

Users also considered

CaseGlide

(0)

Claims litigation management solution

CaseGlide’s claims litigation management solution drives collaboration through an innovative, integrated platform that brings together adjusters, attorneys, and claims leadership, streamlining processes and reducing costs. CaseGlide shortens case cycle times, lowers costs, and delivers analytics.

Read more about CaseGlide

Users also considered

Verity

(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

Users also considered

V3locity

(0)

Global provider of benefits and investment administration

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.

Read more about V3locity

Users also considered

AMDIS

(0)

Cloud-based financial risk management solution

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.

Read more about AMDIS

Users also considered

INDIS

(0)

Cloud-based risk management solution

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.

Read more about INDIS

Users also considered

NOBL

(0)

Insurance management platform with an API

NOBL offers an API that provides customers with programmatic access to directly integrate their business into the system for automated claim processing and data integration. The platform automates the manual processes in insurance pricing, purchasing, and claims management.

Read more about NOBL

Users also considered

AgencySmart

(0)

Work Smart...AgencySmart!

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.

Read more about AgencySmart

Users also considered

OWLS

(0)

Fully automates cloud-based insurance admin

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.

Read more about OWLS

Users also considered

Figuro

(0)

Sell more, simplify insurance, grow sales.

Streamline workflows, automate tasks, and gain insights with a centralized platform. The client portal offers a seamless digital experience, empowering customers with self-service options. With Figuro, users will
Sell more policies
Deliver superior customer service
Gain a competitive edge with data

Read more about Figuro

Users also considered

LIMRA

(0)

Full Service P&C Insurance Software

LIMRA is an end-to-end insurance ERP software for general insurers, enabling seamless policy administration, claims processing, reinsurance management, and compliance through a unified, customizable platform.

Read more about LIMRA

Users also considered

Genasys

(0)

Cloud based insurance platform for brokers

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.

Read more about Genasys

Users also considered

Azentio Insurance suite

(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

Users also considered

Bold Penguin

(0)

Software for managing commercial insurance operations

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).

Read more about Bold Penguin

Users also considered

Mavera DSS

(0)

Accurate and efficient claims decisions

Mavera DSS combines advanced AI technology with knowledge to streamline insurance claims decisions making the whole process more accurate, efficient, and compliant. It is an extension to the core system that provides additional capabilities for claims evaluation and business insights.

Read more about Mavera DSS

Users also considered

Scalepoint CORE

(0)

We help insurance companies help their customers

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

Read more about Scalepoint CORE

Users also considered

HoundDog

(0)

Vendor insurance and document tracking solution.

HoundDog is a cloud-based solution that automates the entire certificate of insurance (COI) collection and verification process. It helps manage compliance documents as well as W-9s, MSAs, subcontractor agreements, and more.

Read more about HoundDog

Users also considered

AdInsure

(0)

Award-winning standard insurance platform

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.

Read more about AdInsure

Users also considered

GO-INSUR

(0)

Digital insurance platform for brokers, insurers, and MGAs

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.

Read more about GO-INSUR

Users also considered

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