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Top Rated Insurance Software with Document storage

Last updated: September 2026

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66 software options

Jenesis Software logo

Insurance agency management solution

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Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

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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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GO-INSUR logo
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Empower Your Insurance Growth with Agile Cloud Technology

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Rethink your policy management with GO-INSUR. Our agile, cloud-based software automates the full lifecycle—from quote-and-bind to MTAs and renewals. Launch products in weeks with a low-code rating engine, white-labeled broker portals, and secure API connectivity built for modern insurance growth.

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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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NextAgency logo

Agency management software for life & health agencies.

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NextAgency is an insurance agency management system for health & life insurance businesses with CRM, insurance agency, commission management tools, & more

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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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Sembley logo

Insurance forms solution for the modern agency

Sembley is an innovative cloud-based solution that transforms the way commercial property and casualty (P&C) insurance brokers and agencies manage their insurance submissions and renewal processes.

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A1 Tracker logo

Enterprise Risk Management Software - Cloud or On-Premise

A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.

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NowCerts logo

Agency management system for insurance agents

NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs.

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Commissionly logo

Intelligent commission payments, made simple.

Premium Payment Tracker - Track you Premium Commission payment to identify and reclaim missing payments from you Carriers

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Commence logo

Online CRM for Small to Mid-Size Businesses

An affordable robust On Line CRM Software solution for businesses of 5 to 200 users that includes Contact Management, Activity Management, Sales Management, Lead Management, Marketing, Customer Service, Project Management and Reporting.

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FileTrac Evolve logo

Claims management system & adjusting software

FileTrac Evolve is a cloud-based claims management system for independent adjusters of all sizes, from small businesses to large, multi-branch companies

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Claimable logo

Web-based claims management software

Claimable is a claims management platform that helps you communicate with claimants, process claims efficiently and reduce paperwork.

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Creatio CRM logo

AI CRM where people and AI agents work together.

AI-native, no-code platform that streamlines the entire Insurance lifecycle—from lead and policy management to underwriting, claims processing, and customer service. It empowers insurers, brokers, and agents with 360° customer views, automated workflows, and AI-driven insights to boost productivity.

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Insly logo

A full-cycle low-code insurance software solution.

No restrictions on classes of insurance that can be managed using the system

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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Commission Tracker logo

Sales commission software for insurance companies

Commission Tracker is a sales commission software used by insurance companies to manage and track sales commission paid to agents

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ProNavigator logo

The only software purpose-built for insurance pros.

ProNavigator is purpose-built for Commercial Insurance professionals to organize every document in one convenient, easily searchable place.

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AgencyView logo

CRM for health and life insurance agencies

AgencyView is a CRM platform for health and life insurance agents and agency owners. It features lead management with customizable pipelines, client and policy tracking with document storage, commission tracking with automated uploads, and contract/license tracking across all states. AgencyView also includes downline management, agency payroll processing, and a marketing suite with dialer, SMS, and email automation.

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ezMakler logo

Customer and contract management for insurance brokers

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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OneLink logo

Software for managing leads, communication, and policies

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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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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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InsuredMine logo

Integrated agency management software for insurance firms

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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MyHealthily logo

A simple platform to quote, enroll, & manage group benefits

MyHealthily launched the ridiculously simple all-in-one workflow solution for small group benefits. Ensuring a profitable business line for agents and brokers. The platform enables managers to quote, enroll, service, and renew small group healthcare and ancillary profitably and efficiently.

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CaptaIMS logo

Easy-to-use insurance management software for small agencies

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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