getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Insurance Software with Lead Management (2026) - Page 2

Last updated: April 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.
1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

49 software options

EASA logo

Convert macro/VBA enabled spreadsheets into secure web apps

learn more
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

Read more about EASA

Users also considered
SiegeAOS logo

Cloud-based insurance & policy management software

learn more
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.

Read more about SiegeAOS

Users also considered
AgentCubed logo

Lead management and CRM solution for insurance businesses

learn more
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.

Read more about AgentCubed

Users also considered
OneLink logo

Software for managing leads, communication, and policies

learn more
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.

Read more about OneLink

Users also considered
Quoteplicity logo

Quoting Software For Licensed Life Insurance Agents

learn more
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.

Read more about Quoteplicity

Users also considered
Better Agency logo

Comprehensive CRM solution for insurance agencies

learn more
Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

Read more about Better Agency

Users also considered
Macaw logo

With Macaw AMS, you may not need a physical office any more.

learn more
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.

Read more about Macaw

Users also considered
Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

learn more
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.

Read more about Financial Services Cloud

Users also considered
CaptaIMS logo

Easy-to-use insurance management software for small agencies

learn more
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.

Read more about CaptaIMS

Users also considered
AGENCYMATE logo

Agency management solution for insurance agencies

learn more
AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

Read more about AGENCYMATE

Users also considered
BluRoot logo

Data collection & quote management for insurance brokers

learn more
BluInsurance assists the modern agent in the prospect to closed policy process. It simplifies this process by providing online intake forms and automatic PDF generation for quotes. Further, it manages leads by integrating with online lead sources, distributing leads and notifying agents through SMS.

Read more about BluRoot

Users also considered
Benelinx logo

Cloud-based agency management software

learn more
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.

Read more about Benelinx

Users also considered
Quotit logo

Quoting & lead management system for health insurance agency

learn more
The all-in-one insurance quoting, enrolling, and lead management solution designed for health insurance professionals.

Read more about Quotit

Users also considered
REACH logo

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

learn more
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
SAIBA Global logo

Insurance broking management software

learn more
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
GO-INSUR logo
(0)

Digital insurance platform for brokers, insurers, and MGAs

learn more
GO-INSUR is a cloud-based digital insurance platform designed to help insurers, brokers, and managing general agents (MGAs) create, manage, and sell policies either directly to the customers or via brokers. Key features include commission disbursements, white labeling, data export, and reporting.

Read more about GO-INSUR

Users also considered
riskine logo
(0)

Advisory suite for banks and insurance agencies

learn more
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
Bloom logo
(0)

Digital portal for managing insurance operations

learn more
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
LIMRA logo
(0)

Full Service P&C Insurance Software

learn more
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.

Read more about LIMRA

Users also considered
Verity logo
(0)

Policy administration software for MGAs and carriers

learn more
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
Softseguros logo
(0)

Cloud software and CRM for insurance professionals.

learn more
Softseguros Software is a cloud platform for the management and administration of insurance agencies. It integrates a virtual assistant for communication with customers, a CRM to boost sales, and connects with any device via the internet to work from anywhere.

Read more about Softseguros

Users also considered
TBW - Broker Management System logo
(0)

Property and casualty (P&C) insurance management suite

learn more
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
NewgenONE Digital Transformation Platform logo
(0)

NewgenONE Low Code Digital Transformation Platform

learn more
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
AgencySmart logo
(0)

Work Smart...AgencySmart!

learn more
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