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Insurance
Page 4

Insurance Software for Mid Size Business (2026) - Page 4

Last updated: March 2026

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Features

Client Portal(54)

Sales Reports(22)

Workflow Management(62)

Customer Database(26)

Task Management(50)

Integrated with

QuickBooks Online Advanced(8)

Zapier(11)

HubSpot CRM(4)

Xero(8)

Pricing model

Free(11)

Open Source(1)

Free Trial(49)

One Time License(11)

Subscription(63)

Devices supported

Mac(36)

iPad(25)

Android(26)

Linux(32)

Web-based(103)

iPhone(27)

Windows(60)

Organization types

Small Business(97)

Non Profit(10)

Large Enterprises(94)

Public Administrations(14)

Freelancers(58)

Mid Size Business

User rating

All Reviews

& up

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AgentSync

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Compliance management solution for insurance agencies

AgentSync is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

Read more about AgentSync

Users also considered

SAIBA Global

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Insurance broking management software

SAIBA Global is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support, FAQs/Forum, Knowledge Base.

Read more about SAIBA Global

Users also considered

Proformex

(0)

Inforce Policy Management for Life & Annuities

Proformex is available for Mid Size Business and offers the following support options: Knowledge Base, Phone Support, Email/Help Desk, Chat.

Read more about Proformex

Users also considered

PolicyFlow

(0)

Specialist insurance broking management software

PolicyFlow is available for Mid Size Business and offers the following support options: Phone Support, Email/Help Desk.

Read more about PolicyFlow

Users also considered

Snapsheet Claims

(0)

Cloud-based claims management tool with automated workflows

Snapsheet Claims is available for Mid Size Business and offers the following support options: Phone Support, Email/Help Desk.

Read more about Snapsheet Claims

Users also considered

riskine

(0)

Advisory suite for banks and insurance agencies

riskine is available for Mid Size Business and offers the following support options: Phone Support, Email/Help Desk.

Read more about riskine

Users also considered

Smart Agent

(0)

Web-based insurance management platform

Smart Agent is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support, Chat.

Read more about Smart Agent

Users also considered

CaseGlide

(0)

Claims litigation management solution

CaseGlide is available for Mid Size Business and offers the following support options: Chat, Email/Help Desk, Phone Support.

Read more about CaseGlide

Users also considered

Verity

(0)

Policy administration software for MGAs and carriers

Verity is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support, FAQs/Forum, Knowledge Base.

Read more about Verity

Users also considered

BrokerEdge

(0)

All-In-One insurance broker software

BrokerEdge is available for Mid Size Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat.

Read more about BrokerEdge

Users also considered

DRC Insurance Platform

(0)

Cloud-based insurance management and automation software

DRC Insurance Platform is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support, 24/7 (Live rep), Chat.

Read more about DRC Insurance Platform

Users also considered

NOBL

(0)

Insurance management platform with an API

NOBL is available for Mid Size Business and offers the following support options: Chat.

Read more about NOBL

Users also considered

AgencySmart

(0)

Work Smart...AgencySmart!

AgencySmart is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Phone Support, Knowledge Base.

Read more about AgencySmart

Users also considered

Genius Avenue

(0)

Sustainable, scalable brand growth

Genius Avenue is available for Mid Size Business and offers the following support options: Email/Help Desk.

Read more about Genius Avenue

Users also considered

P&C Claims Intake Decisions

(0)

Automate and optimize claims decisions

P&C Claims Intake Decisions is available for Mid Size Business and offers the following support options: 24/7 (Live rep), Phone Support, Knowledge Base, FAQs/Forum, Email/Help Desk.

Read more about P&C Claims Intake Decisions

Users also considered

vBots

(0)

AI-driven Intelligent Automation Solutions

vBots is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support, Chat.

Read more about vBots

Users also considered

AMDIS

(0)

Cloud-based financial risk management solution

AMDIS is available for Mid Size Business and offers the following support options: Phone Support, Email/Help Desk.

Read more about AMDIS

Users also considered

INDIS

(0)

Cloud-based risk management solution

INDIS is available for Mid Size Business.

Read more about INDIS

Users also considered

Azentio Insurance suite

(0)

Insurance policy administration & claims automation platform

Azentio Insurance suite is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

Read more about Azentio Insurance suite

Users also considered

OWLS

(0)

Fully automates cloud-based insurance admin

OWLS is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

Read more about OWLS

Users also considered

Bloom

(0)

Digital portal for managing insurance operations

Bloom is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat.

Read more about Bloom

Users also considered

LIMRA

(0)

Full Service P&C Insurance Software

LIMRA is available for Mid Size Business and offers the following support options: Chat, Email/Help Desk, Phone Support.

Read more about LIMRA

Users also considered

Bold Penguin

(0)

Software for managing commercial insurance operations

Bold Penguin is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Chat.

Read more about Bold Penguin

Users also considered

Mavera DSS

(0)

Accurate and efficient claims decisions

Mavera DSS is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

Read more about Mavera DSS

Users also considered

HoundDog

(0)

Vendor insurance and document tracking solution.

HoundDog is available for Mid Size Business.

Read more about HoundDog

Users also considered

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