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Insurance Software with Workflow 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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AgencyZoom logo
4.7
(13)

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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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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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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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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EngageBay CRM logo
4.7
(672)

Integrated sales & marketing software for growing teams

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EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform.

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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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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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Applied Epic logo
4.2
(138)

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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Commence logo
4.9
(44)

Online CRM for Small to Mid-Size Businesses

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An affordable robust On Line CRM Software solution for businesses of 5 to 200 users that includes Contact Management, Activity Management, Sales Management, Lead Management, Marketing, Customer Service, Project Management and Reporting.

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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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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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VCA Software logo
4.9
(27)

VCA Software

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At VCA Software, our goal is to humanize the claims journey. VCA is changing the insurance churn paradigm and creating a new standard for managing claims – the most crucial insurance customer touchpoint.

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Agency Matrix logo
3.7
(102)

Agency Management & Automation Solution

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Insurance Agency Automation Solutions
Agency Software

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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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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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mPACS logo
4.4
(20)

Insurance management for agencies & insurance brokers

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mPACS provides a complete solution for insurance agency 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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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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