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Insurance
Document storage

Top Rated Insurance Software with Document storage - Page 3

Last updated: May 2026

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Features

Insurance Policy Management

Activity Tracking

Contact Database

Contact Management

Claims Management

Document Storage

Integrated with

Xero

QuickBooks Online Advanced

HubSpot CRM

Zapier

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Free

Open Source

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Proformex

(0)

Inforce Policy Management for Life & Annuities

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

Read more about Proformex

Users also considered

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

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

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

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

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

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

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

Simfuni

(0)

Life insurance platform with workflow automation

Simfuni is a life insurance operations platform that unifies data and automates workflows for insurers. The software offers policy servicing, underwriting, claims management, and payment processing through an API-based architecture. Features include configurable workflows, closed-book migration tools, multi-channel distribution capabilities, compliance oversight, and self-service options for policyholders.

Read more about Simfuni

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

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

NewgenONE Digital Transformation Platform

(0)

NewgenONE Low Code Digital Transformation Platform

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.

Read more about NewgenONE Digital Transformation Platform

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

Reinsurance Financial and Data Exchange Platform

(0)

Data exchange platform for reinsurance operations

Reinsurance Financial and Data Exchange Platform by DICEUS is a modular solution that facilitates structured collaboration among cedents, brokers, and reinsurers. The platform supports financial bordereaux management, claims financial tracking, settlements and accounting views, and partner management with role-based access. It includes features such as multi-currency support, agreement-based validation, audit trails, and integration capabilities with existing systems through ACORD standards.

Read more about Reinsurance Financial and Data Exchange Platform

Users also considered

P&C Claims Intake Decisions

(0)

Automate and optimize claims decisions

P&C Claims Intake Decisions is a claims management software designed to help businesses manage their claims, adjuster, and customer interactions. The solution enables managers to manage and track all claim-related activities in one place.

Read more about P&C Claims Intake Decisions

Users also considered

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