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Insurance
Document storage

Top Rated Insurance Software with Document storage - Page 3

Last updated: September 2026

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Insurance Policy Management

Activity Tracking

Contact Database

Contact Management

Claims Management

Document Storage

Integrated with

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Xero

QuickBooks Online Advanced

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66 software options

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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.

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.

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.

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.

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.

Vertafore AMS360

3.5

(59)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Agency management software for insurance businesses

AMS360 is an agency management software, which helps independent insurance agencies, brokers and businesses of all sizes manage policies, renewals, customer retention, employee productivity, and more. Users can create custom workflows to assign tasks, track progress, and streamline staff activities.

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!

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.

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.

Simfuni

(0)

Orchestrating life insurance operations

Simfuni is an AI-powered platform for life insurers and TPAs that automates policy servicing, billing, payments, claims, and customer workflows.

It helps insurers modernise operations, launch products faster, reduce cost-to-serve, improve retention, and simplify legacy transformation.

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.

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.

NewgenONE

(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.

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.

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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