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Top Rated Insurance Software with Policy management - Page 2

Last updated: May 2026

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78 software options

InsuredMine logo

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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MyHealthily logo

A simple platform to quote, enroll, & manage group benefits

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MyHealthily launched the ridiculously simple all-in-one workflow solution for small group benefits. Ensuring a profitable business line for agents and brokers. The platform enables managers to quote, enroll, service, and renew small group healthcare and ancillary profitably and efficiently.

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CaptaIMS logo

Easy-to-use insurance management software for small agencies

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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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VBASoftware logo

Cloud based benefits administration software

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VBA by Virtual Benefits Administrator is a benefits administration software suitable for medical, dental, and life & disability plans, pharmacy claims, and more

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InsureCert logo

We help brokers outperform the competition.

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Insurance Program Automation; give brokers what they want, bespoke digital products! pay commission instantly, dashboard management, auto-renew and much more.

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SIBRO logo

End-to-end insurance broking platform

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SIBRO is an end-to-end software for insurance brokers, insurance agents, and insurance broking companies, with complete policy cycle, prospect, and claims management. The software is responsive, and is compatible with tablet, mobile and desktop.

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Benelinx logo

Cloud-based agency management software

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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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BluRoot logo

Data collection & quote management for insurance brokers

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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.

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AgencyZoom logo

Sales management for insurance agencies

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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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Applied CSR24 logo

Cloud-based customer self-service portal

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Applied CSR24 is a cloud-based customer service software designed to help businesses provide a self-service portal to customers to deliver insurance information, online bill pay, documents, and messages on mobile devices. It lets teams alter documents according to the needs of the clients.

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InsureEdge logo

Future-Ready Insurance Software

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Damco’s InsureEdge is designed to simplify and streamline insurance operations by harnessing technology to upgrade manual processes. It helps various stakeholders in managing their day-to-day operations while holding customer experience as the primary focus.

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Figtree General Insurance Claims logo

Cloud-based insurance claims solution

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Figtree General Insurance Claims software is a cloud-based application designed to help insurance companies manage their claims processes efficiently. The software allows claims adjusters to enter and manage claims data, track claim status, and communicate with customers and other stakeholders.

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REACH logo

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

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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.

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Layr logo

Software for Commercial Insurance Brokers & Agents

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Layr is enabling P&C brokers to deliver 100% online insurance, from application to renewal. Layr is custom branded to each broker and includes the white-labeled insureds' digital kiosk, AI-account manager, digitized rater, and pricing + placement prediction designed with brokers in mind.

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BriteCore logo

Cloud-based Insurance and Claims Management Solution

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BriteCore is a fully managed cloud-based insurance software system supporting multi-line, multi-state, and multi-location policies for personal, commercial, and specialty lines of business. Our robust web API enables integrations with third party vendors who enhance the functionality of our product.

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HawkSoft CMS logo

Insurance agency management.

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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.

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AgentCubed logo

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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Oracle Insurance logo

Insurance policy and HIPAA compliance management software

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Oracle Insurance is an insurance policy and HIPAA compliance management software that helps businesses manage claims adjudication, policy processing, member enrollment, and more from within a unified platform. It allows staff members to utilize a rules-based policy administration tool to configure group insurance products, set up life insurance policies, manage calculations, and handle business underwritings.

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Ozone Insuria logo

Cloud-based insurance brokers management solution

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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.

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Health Cloud logo

Patient relationship management software in the cloud

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

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SAIBA Global logo

Insurance broking management software

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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.

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Velocity logo

Insurance agency management system

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Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more

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Wellnex logo

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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Better Agency logo

Comprehensive CRM solution for insurance agencies

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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.

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Applied Epic logo

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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