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. 

Top Rated Insurance Software with Pipeline management

Last updated: May 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

33 software options

Financial Services Cloud logo

Financial Services Cloud

Cloud-based CRM software for financial services institutions

visit website
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
Jenesis Software logo

Jenesis Software

Insurance agency management solution

visit website
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.

Read more about Jenesis Software

Users also considered
Macaw logo

Macaw

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

visit website
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
NextAgency logo

NextAgency

Agency management software for life & health agencies.

visit website
NextAgency is an insurance agency management system for health & life insurance businesses with CRM, insurance agency, commission management tools, & more

Read more about NextAgency

Users also considered
GO-INSUR logo

GO-INSUR

(0)

Empower Your Insurance Growth with Agile Cloud Technology

visit website
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.

Read more about GO-INSUR

Users also considered
EASA logo

EASA

Convert macro/VBA enabled spreadsheets into secure web apps

visit website
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
A1 Tracker logo

A1 Tracker

Enterprise risk management software

visit website
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.

Read more about A1 Tracker

Users also considered
NowCerts logo

Agency management system for insurance agents

learn more
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.

Read more about NowCerts

Users also considered
Creatio CRM logo

New era CRM to manage all customer and operational workflows

learn more
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.

Read more about Creatio CRM

Users also considered
EngageBay CRM logo

Integrated sales & marketing software for growing teams

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

Read more about EngageBay CRM

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
Agentero logo

The premier agency growth engine

learn more
Agentero is a cloud-based sales and service platform, designed to help insurance agents track opportunities and manage revenue. Key features include renewal prioritization, policy recommendations, coverage optimization, sales pipeline management, file import, and predictive modeling.

Read more about Agentero

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
InsuredMine logo

Integrated agency management software for insurance firms

learn more
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.

Read more about InsuredMine

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
Shape logo

Cloud-based CRM, sales & marketing automation software

learn more
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

Read more about Shape

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
DecisionRules.io logo

Agile Business Rule Engine for Every Industry

learn more
DecisionRules helps you speed up everyday processes in financial services, insurance, e-commerce, logistics, healthcare and more.

Read more about DecisionRules.io

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
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
HawkSoft CMS logo

Insurance agency management.

learn more
HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking and auditing, policy management and more.

Read more about HawkSoft CMS

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
Ozone Insuria logo

Cloud-based insurance brokers management solution

learn more
Ozone Insuria is an insurance brokers management software tailored to meet the specific demands of insurance brokers and agents. One of its standout features is its integration of day-to-day operations with the accounting module. Built on the foundation of on-demand information access, Ozone Insuria is a web-based application that enables analysis of your business anytime.

Read more about Ozone Insuria

Users also considered
Health Cloud logo

Patient relationship management software in the cloud

learn more
Salesforce Health Cloud is a collaborative, all-round healthcare CRM and patient management software for healthcare providers, payers, and patients

Read more about Health Cloud

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