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Insurance
Insurance policy management

Top Rated Insurance Software with Insurance policy management - Page 4

Last updated: August 2026

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Features

Insurance Policy Management

Activity Tracking

Contact Database

Contact Management

Claims Management

Integrated with

Xero

QuickBooks Online Advanced

HubSpot CRM

Zapier

Pricing model

Free

Open Source

Free Trial

One Time License

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Devices supported

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Chromebook

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Web-based

Windows

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Freelancers

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88 software options

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HoundDog

(0)

Vendor insurance and document tracking solution.

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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.

FurtherAI

(0)

AI workspace for insurance workflow automation

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FurtherAI is an AI workspace for the insurance industry, automating document processing and workflows for carriers, agencies, brokers, and claims teams. It supports lines like commercial property, auto, life, health, and cyber insurance. Features include submission processing, policy comparison, underwriting audits, claims intake automation, contract analysis, and authority checks, along with data extraction, eligibility verification, and compliance monitoring tools.

Simfuni

(0)

Orchestrating life insurance operations

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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

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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.

Captive Owner Portal

(0)

Real-time captive insurance portfolio management

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Captive Owner Portal gives owners a centralized view of policies, claims, premiums, and reinsurance across captives. Track performance, monitor risk exposure, and gain real-time insights into insurance operations.

NOBL

(0)

Insurance management platform with an API

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NOBL offers an API that provides customers with programmatic access to directly integrate their business into the system for automated claim processing and data integration. The platform automates the manual processes in insurance pricing, purchasing, and claims management.

LIMRA

(0)

Full Service P&C Insurance Software

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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 Digital Transformation Platform

(0)

NewgenONE Low Code Digital Transformation Platform

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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.

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Captive Management Platform

(0)

Captive insurance platform and compliance

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Captive Management Platform centralizes policy management, claims, reinsurance, compliance, billing, and actuarial processes in one environment. It helps captive managers streamline workflows, maintain regulatory compliance, and gain full visibility into portfolio performance and financials.

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AgencySmart

(0)

Work Smart...AgencySmart!

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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.

eBSEG Digital Insurance

(0)

Omnichannel insurance management platform

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eBSEG Digital Insurance is an omnichannel platform that enables insurance organizations to deliver services across multiple digital channels including mobile, web, tablet, and chatbot interfaces. The solution allows customers to view coverage, make policy changes, submit claims, and process payments from any device at any time, while providing insurance companies with a scalable infrastructure that integrates with existing systems.

Reinsurance Financial and Data Exchange Platform

(0)

Data exchange platform for reinsurance operations

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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

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Pathpoint

(0)

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

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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.