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Insurance
Page 2

Insurance Software with Document Templates (2026) - Page 2

Last updated: April 2026

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Features

Document Templates

Client Portal(31)

Sales Reports(11)

Workflow Management(33)

Customer Database(14)

Integrated with

QuickBooks Online Advanced(5)

Zapier(5)

Xero(3)

Pricing model

Free(5)

Open Source(1)

Free Trial(21)

One Time License(5)

Subscription(24)

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Mac(17)

iPad(14)

Android(14)

Linux(16)

Web-based(39)

iPhone(14)

Windows(28)

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Small Business(37)

Non Profit(5)

Large Enterprises(34)

Public Administrations(9)

Freelancers(23)

Mid Size Business(36)

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Sponsored

REACH

5.0

(1)

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

Interact and transact with customers at scale, in one app.

Conduct real-time or self-service agent-customer sessions through REACH Business Cloud®. Collect digital signatures, documents, payments and verify identities. REACH allows agents to guide customers through transactions in real-time or self-service mode.

Read more about REACH

Users also considered

Figtree General Insurance Claims

5.0

(1)

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

Cloud-based insurance claims solution

Figtree General Insurance Claims software is a cloud-based application designed to help insurance companies manage their claims processes efficiently. The software allows claims adjusters to enter and manage claims data, track claim status, and communicate with customers and other stakeholders.

Read more about Figtree General Insurance Claims

Users also considered

SAIBA Global

1.0

(1)

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

Insurance broking management software

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.

Read more about SAIBA Global

Users also considered

PolicyFlow

(0)

Specialist insurance broking management software

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.

Read more about PolicyFlow

Users also considered

riskine

(0)

Advisory suite for banks and insurance agencies

riskine is a cloud-based advisory suite designed to help banks and insurance agencies provide consultations to private and corporate customers. Features include product recommendations, policy checks, knowledge graphs, event-based advice, state level benefits calculator, and goal planning.

Read more about riskine

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

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

Pathpoint

(0)

Software for quoting, binding, and issuing E&S quotes

Pathpoint helps licensed P&C insurance agents find first-class E&S coverage for their clients. Agents can quote in minutes, download pre-filled ACORD forms, and calculate and file surplus lines taxes.

Read more about Pathpoint

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

TBW - Broker Management System

(0)

Property and casualty (P&C) insurance management suite

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.

Read more about TBW - Broker Management System

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

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

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

Bloom

(0)

Digital portal for managing insurance operations

Bloom is a digital insurance portal that aims to revolutionize the customer experience for insurance providers. The portal offers a wide range of self-service features, enabling seamless policy management, claims submission, and real-time support. With its robust API framework, digital KYC, and USSD integration, the it empowers insurance providers to deliver a tailored, customer-centric experience that drives engagement and operational efficiency.

Read more about Bloom

Users also considered

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Stamford, CT 06902
USA

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