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Top Rated Insurance Software with Mid size business - Page 3

Last updated: November 2026

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107 software options

mPACS logo

Insurance management for agencies & insurance brokers

mPACS provides a complete solution for insurance agency management

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Users also considered
Oracle Insurance logo

Insurance policy and HIPAA compliance management software

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

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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Salesforce Health Cloud logo

Patient relationship management software in the cloud

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

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Users also considered
SAIBA Global logo

Insurance broking management software

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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Users also considered
AgentSync logo

Compliance management solution for insurance agencies

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.

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Users also considered
Wellnex logo

Cloud-based healthcare customer relationship management tool

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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pVerify logo

Patient eligibility verification for healthcare providers.

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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Users also considered
Sage HR Suite logo

HR solution for small and medium-sized companies

Designed for small and midsize businesses, Sage HR Suite offers a comprehensive solution for managing payroll accounting and HR processes. With a central database, teams can ensure that the payroll remains legally compliant.

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Users also considered
Athena logo

Life insurance broking solution

Athena life insurance broking tool is a comprehensive solution designed for insurance distributors, agencies, brokers and resellers. It helps calculate and display commissions or incentives for employees or franchisees and reconcile against the calculated commissions and actual commission received.

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Users also considered
Shape logo

Cloud-based CRM, sales & marketing automation software

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

Read more about Shape

Users also considered
Applied Epic logo

Your Indispensable Technology Partner.

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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Users also considered
Bitrix24 logo

Cloud & on-premises workspace for all business sizes

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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Users also considered
Guidewire logo

Deliver insurance your way.

Guidewire provides flexible core systems that enable you to deliver insurance the way you’ve always wanted to. Our core system suite spans the entire property/casualty (P/C) insurance lifecycle—underwriting, policy administration, billing, claims, and reinsurance management.

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Users also considered
Agency Matrix logo

Agency Management Solution

Insurance Agency Automation Solutions
Agency Software

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Users also considered
AMS360 logo

Agency management software for insurance businesses

AMS360 is an agency management software, which helps independent insurance agencies, brokers and businesses of all sizes manage policies, renewals, customer retention, employee productivity, and more. Users can create custom workflows to assign tasks, track progress, and streamline staff activities.

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Users also considered
Smart Agent logo
(0)

Web-based insurance management platform

An online software and mobile application for insurance agents which helps them to manage their insurance sales data digitally and grow their businesses.

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Users also considered
Snapsheet Claims logo
(0)

Cloud-based claims management tool with automated workflows

Snapsheet makes claims simple through a suite of innovative insurance software solutions that transform insurance companies.

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Users also considered
Genasys logo
(0)

Cloud based insurance platform for brokers

Genasys is a unified, cloud based insurance platform for insurers, MGAs and brokers moving beyond legacy systems without disruption. Policy, claims and billing in one place, with enterprise grade control, low code configuration and open API architecture for truly connected operations.

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Users also considered
tigerlab brokerage logo
(0)

Broker management for commercial and specialty brokers

Cloud broker management system for commercial, industrial, specialty and international insurance brokers. Covers clients, tendering ...

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OWLS logo
(0)

Fully automates cloud-based insurance admin

OWLS Software is an end-to-end cloud administration software used to administer all aspects of the policy lifecycle for both short-term and long-term insurance businesses and financial services. It provides independent functions, third-party integrations, and a platform to run all functions for both short and long-term businesses on one system.

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Users also considered
Proformex logo
(0)

Inforce Policy Management for Life & Annuities

Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance.

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DRC Insurance Platform logo
(0)

Cloud-based insurance management and automation software

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
INDIS logo
(0)

Cloud-based risk management solution

INDIS is a cloud-based solution designed for insurers and mutual investors, which automates business processes through regulations by analyzing financial and non-financial data.

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Users also considered
AdInsure logo
(0)

Insurance platform for Life, P&C & Commercial insurers

AdInsure insurance platform serves as a foundation of award-winning solutions: AdInsure for Non-life, Life, Commercial insurers, and Brokers. AdInsure combines comprehensive features in a single, unified platform and connects insurers with emerging technologies, service providers, and partners.

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