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Insurance Software with Sales Reports

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OneLink logo
5.0
(5)

Software for managing leads, communication, and policies

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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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AgencyBloc AMS+ logo
4.8
(127)

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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Jenesis Software logo
4.7
(270)

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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Verity logo
(0)

Policy administration software for MGAs and carriers

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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!

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Bitrix24 logo
4.2
(827)

100% free CRM, collaboration, and communication tool suite

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Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

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NextAgency logo
4.9
(40)

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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PhoneBurner logo
4.8
(173)

Power dialer & outbound sales acceleration software for SMBs

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LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card.

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Workday Adaptive Planning logo
4.5
(194)

Enterprise planning software for agile budgeting & reporting

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Workday Adaptive Planning is the only solution that empowers finance to configure sophisticated, driver-based models, analyze unlimited scenarios, and use AI and machine learning to create predictive forecasts and gain enhanced insights. Partner with us today to drive fast, confident decisions.

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Creatio CRM logo
4.8
(119)

Boost marketing, sales and service performance!

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With Creatio CRM for insurance you get access to a broad variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more.

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Shape logo
4.8
(41)

Cloud-based CRM, sales & marketing automation software

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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

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InsuredMine logo
4.7
(23)

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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Core Commissions logo
4.7
(14)

Powerful and Affordable Commission Management Solutions

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Powerful & intuitive commission management software. Handles the most complex incentive plans with rapid implementation.

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tigerlab logo
4.9
(10)

Enabling Innovations Globally

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tigerlab connects insurers and brokers with consumers, through an API-driven, intuitive and self-configurable insurance platform.

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Velocity logo
4.1
(15)

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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Better Agency logo
4.3
(12)

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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InsureCert logo
5.0
(3)

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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Financial Services Cloud logo
4.7
(3)

The world's #1 CRM, reimagined for financial services.

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Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device

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AGENCYMATE logo
4.5
(2)

Agency management solution for insurance agencies

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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.

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AgencySmart logo
(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.

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SAIBA Global logo
(0)

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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