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Insurance Software with Secure Login (2026)

Last updated: March 2026

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Key features of Insurance Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Insurance Policy Management: Reviewers value tracking policies, easy client information access, handling renewals, and maintaining comprehensive client records efficiently. 98% of reviewers rated this feature as important or highly important.
  • Document Management: Users appreciate easy document access, electronic storage, and the ability to search, share, and email documents directly from the system. 93% of reviewers rated this feature as important or highly important.
  • Contact Management: Reviewers highlight detailed record-keeping, organized contact fields, and effective client communication, especially during critical periods like open enrollment. 89% of reviewers rated this feature as important or highly important.
  • Activity Tracking: Users find it useful for staying on top of customer interactions, tracking payments, and maintaining a consistent record of activities across the team. 82% of reviewers rated this feature as important or highly important.
  • Commission Management: Users appreciate tracking commissions and payments in one place, handling multiple commission rates, and easing the reconciliation process. 73% of reviewers rated this feature as important or highly important.
  • Claims Management: Reviewers value tracking claim information efficiently, setting follow-up reminders, and having an organized system for managing claim documents and activities. 58% of reviewers rated this feature as important or highly important.
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24 software options

ePayPolicy logo

Faster, Easier, Integrated Insurance Payment Services

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ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, and control user permissions.

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Jenesis Software logo
Category Leaders

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.

Read more about Jenesis Software

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NowCerts logo
Category Leaders

Agency management system for insurance agents

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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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A1 Tracker logo

Enterprise risk management software

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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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Applied Epic logo
Category Leaders

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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FileTrac Evolve logo

Claims management system & adjusting software

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FileTrac Evolve is a cloud-based claims management system for independent adjusters of all sizes, from small businesses to large, multi-branch companies

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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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tigerlab logo

Enabling Innovations Globally

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tigerlab is a global insurtech provider delivering a cloud-native platform that helps insurers modernize systems & automate operations.

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ParaCode logo

Straightforward insurance technology from straight talking

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ParaCode is a cloud-based policy administration and claims management software platform that is product agnostic and is aimed at anyone in the insurance market including MGA’s, Brokers and Insurers who want to take advantage of our Broker portal, Marketplace and Online sales functionality.

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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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BindHQ logo

Agency Management Simplified

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BindHQ is a market-leading Agency Management System that powers the day to day operations of MGAs, MGUs and Wholesale Brokerages selling Specialty Insurance.

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SiegeAOS logo

Cloud-based insurance & policy management software

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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.

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Quoteplicity logo

Quoting Software For Licensed Life Insurance Agents

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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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Users also considered
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.

Read more about Macaw

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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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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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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Users also considered
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.

Read more about Layr

Users also considered
Open GI logo

Policy administration for insurance brokers & agencies

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Transactor is a full cycle administration and policy processing solution for underwriting agencies, brokers, insurers & MGAs to streamline insurance delivery

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Users also considered
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.

Read more about SAIBA Global

Users also considered
AgentSync logo

Compliance management solution for insurance agencies

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Designed for carriers, agencies, and managing general agents (MGAs), AgentSync is a compliance management solution that helps streamline onboarding, contracting, licensing, appointing, and other processes across property-casualty, life, health, and annuity insurance markets. It includes agent and self-service developer portals, transparent data and reporting, just-in-time (JIT) appointments, background checks, and National Insurance Producer Registry (NIPR) synchronization.

Read more about AgentSync

Users also considered
DRC Insurance Platform logo
(0)

Cloud-based insurance management and automation software

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DRC Insurance Platform is a cloud-based solution that assists P&C insurers with quoting, policy management, billing, and more. The fully customizable, web-based system enables brokers to create insurance quotes, manage form designs, and edit drop-down menu options.

Read more about DRC Insurance Platform

Users also considered
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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Users also considered
Bold Penguin logo
(0)

Software for managing commercial insurance operations

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Bold Penguin offers a suite of innovative insurance technology and quoting software solutions designed to simplify the commercial insurance experience for agents, brokers, carriers, and small-to-medium sized businesses (SMBs).

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Users also considered
GO-INSUR logo
(0)

Digital insurance platform for brokers, insurers, and MGAs

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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

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