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Insurance Software with Email Management

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OneLink logo
5.0
(5)

Software for managing leads, communication, and policies

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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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Macaw logo
3.5
(20)

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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Jenesis Software logo
4.7
(270)

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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Verity logo
(0)

Policy administration software for MGAs and carriers

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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!

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BindHQ logo
4.3
(12)

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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Bitrix24 logo
4.2
(827)

100% free CRM, collaboration, and communication tool suite

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Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

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NowCerts logo
4.8
(149)

Agency management system for insurance agents

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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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Commission Tracker logo
4.7
(36)

Sales commission software for insurance companies

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

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NextAgency logo
4.9
(40)

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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EngageBay CRM logo
4.7
(672)

Integrated sales & marketing software for growing teams

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EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform.

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PhoneBurner logo
4.8
(173)

Power dialer & outbound sales acceleration software for SMBs

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LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card.

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Creatio CRM logo
4.8
(119)

Boost marketing, sales and service performance!

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With Creatio CRM for insurance you get access to a broad variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more.

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A1 Tracker logo
4.9
(66)

Enterprise risk management software

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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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Applied Epic logo
4.2
(138)

Your Indispensable Technology Partner

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Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

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Commence logo
4.9
(44)

Online CRM for Small to Mid-Size Businesses

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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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Shape logo
4.8
(41)

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Eclipse logo
4.9
(33)

Agency management software for insurance firms of all sizes

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Eclipse is a cloud-based agency management software designed to help small to large insurance firms manage policies, customers, claims, documentation, accounting and reporting. The platform enables users to process company, as well as producer commissions and financial transactions.

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FileTrac Evolve logo
5.0
(27)

Claims management system & adjusting software

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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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InsuredMine logo
4.7
(23)

Integrated agency management software for insurance firms

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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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Insly logo
4.9
(17)

A full-cycle low-code insurance software solution.

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

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Wellnex logo
4.3
(33)

Cloud-based healthcare customer relationship management tool

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Wellnex is a cloud-based healthcare CRM software that helps businesses generate leads, launch marketing campaigns, handle portfolio segmentation, and more.

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EZLynx logo
3.7
(67)

Your most productive employee

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With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier.

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tigerlab logo
4.9
(10)

Enabling Innovations Globally

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tigerlab connects insurers and brokers with consumers, through an API-driven, intuitive and self-configurable insurance platform.

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SiegeAOS logo
5.0
(6)

Cloud-based insurance & policy management software

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SiegeAMS is a cloud-based software designed to help insurance agencies handle and streamline various administrative processes, including campaign management, reporting, task assignment, and more. Supervisors can track employees’ productivity based on defined goals or benchmarks and generate performance reports.

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AgentCubed logo
4.4
(10)

Lead management and CRM solution for insurance businesses

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AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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