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Top Rated Insurance Software with Lead management

Last updated: September 2026

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53 software options

Macaw logo

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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AgencyBloc AMS+ logo

The #1 Recommended Insurance Industry Growth Platform

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AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

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GO-INSUR logo
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Empower Your Insurance Growth with Agile Cloud Technology

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Rethink your policy management with GO-INSUR. Our agile, cloud-based software automates the full lifecycle—from quote-and-bind to MTAs and renewals. Launch products in weeks with a low-code rating engine, white-labeled broker portals, and secure API connectivity built for modern insurance growth.

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NextAgency logo

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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Jenesis Software logo

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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EASA logo

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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A1 Tracker logo

Enterprise Risk Management Software - Cloud or On-Premise

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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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Sembley logo

Insurance forms solution for the modern agency

Sembley is an innovative cloud-based solution that transforms the way commercial property and casualty (P&C) insurance brokers and agencies manage their insurance submissions and renewal processes.

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NowCerts logo

Agency management system for insurance agents

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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Commissionly logo

Intelligent commission payments, made simple.

Premium Payment Tracker - Track you Premium Commission payment to identify and reclaim missing payments from you Carriers

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Commence logo

Online CRM for Small to Mid-Size Businesses

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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Claimable logo

Web-based claims management software

Claimable is a claims management platform that helps you communicate with claimants, process claims efficiently and reduce paperwork.

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Creatio AI CRM logo

AI CRM where people and AI agents work together.

AI-native, no-code platform that streamlines the entire Insurance lifecycle—from lead and policy management to underwriting, claims processing, and customer service. It empowers insurers, brokers, and agents with 360° customer views, automated workflows, and AI-driven insights to boost productivity.

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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tigerlab logo

The AI-powered insurance core platform for P&C

AI-powered insurance core platform for insurers, MGAs, and brokers to launch products and automate the full P&C lifecycle.

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Commission Tracker logo

Sales commission software for insurance companies

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

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AgencyView logo

CRM for health and life insurance agencies

AgencyView is a CRM platform for health and life insurance agents and agency owners. It features lead management with customizable pipelines, client and policy tracking with document storage, commission tracking with automated uploads, and contract/license tracking across all states. AgencyView also includes downline management, agency payroll processing, and a marketing suite with dialer, SMS, and email automation.

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AgentExpress logo

Quoting and enrollment platform

AgentExpress is an openly developed, modern quoting and enrollment platform that sets brokerage up for success in the ever-changing landscape of insurance professionals. Employees using AgentExpress generate more closed business than agents using the traditional CMS systems.

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OneLink logo

Software for managing leads, communication, and policies

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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Quoteplicity logo

Quoting Software For Licensed Life Insurance Agents

Quoteplicity is a white-labeled quoting software designed to help insurance agents manage daily operations on a centralized interface. The platform offers an insurance quoter that allows agents to quote top-rated carriers or select their preferred providers. It empowers agents to curate a diverse portfolio of insurance products tailored to meet the unique needs of their clients.

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InsuredMine logo

Integrated agency management software for insurance firms

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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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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CaptaIMS logo

Easy-to-use insurance management software for small agencies

CaptaIMS is an easy-to-use insurance management software that helps small insurance agencies streamline workflows. It helps agencies organize and manage all leads and clients in one centralized location. With CaptaIMS, agencies can choose which lines of business to track, including personal, commercial, life & health, or specialty.

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AgencyZoom logo

Sales management for insurance agencies

AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more.

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Benelinx logo

Cloud-based agency management software

Benelinx is a cloud-based agency management software for employee benefits insurance that helps automate data entry, analyze data-driven insights, and access a centralized database. It lets staff members create proposals, generate quotes, and track commissions from a unified platform.

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