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Insurance Software with User Management

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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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Macaw logo
3.5
(20)

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.

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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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BindHQ logo
4.3
(12)

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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NowCerts logo
4.8
(149)

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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Commission Tracker logo
4.7
(36)

Sales commission software for insurance companies

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Commission Tracker is a sales commission software used by insurance companies to manage and track sales commission paid to agents

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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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A1 Tracker logo
4.9
(66)

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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Snappii logo
4.6
(72)

Codeless app platform, mobile apps and forms

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Snappii mobile app builder helps you to build and customize powerful mobile business apps with no programming or coding needed in DAYS.

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FileTrac Evolve logo
5.0
(27)

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
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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pVerify logo
4.3
(38)

Patient eligibility verification for healthcare providers.

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pVerify is a cloud-based solution that helps healthcare organizations verify patient insurance eligibility on a centralized interface. The platform includes APIs and eligibility benefits verification that helps medical professionals verify prior authorization, claims status, and more. pVerify also offers batch eligibility solutions for medical, dental, and vision providers. Key features include real-time APIs, parsed benefits, EMR/PM integration, custom business rules, and more.

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Insly logo
4.9
(17)

A full-cycle low-code insurance software solution.

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No restrictions on classes of insurance that can be managed using the system

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Wellnex logo
4.3
(33)

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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ProNavigator logo
4.7
(17)

The only software purpose-built for insurance pros.

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ProNavigator is purpose-built for Commercial Insurance professionals to organize every document in one convenient, easily searchable place.

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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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Surfly logo
4.7
(13)

Universal Co-browsing and Collaboration Technology

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Surfly is a secure co-browsing and collaboration technology that lets you upgrade any conversation, from any channel.

Instantly innovate your existing online interactions without changing your original application or installing software.

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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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SiegeAOS logo
5.0
(6)

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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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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CaptaIMS logo
5.0
(4)

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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Health Cloud logo
4.6
(5)

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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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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