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Top Rated Insurance Software with Small business - Page 3

Last updated: November 2026

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78 software options

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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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
EZLynx logo

Your most productive employee.

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier.

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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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Agency Matrix logo

Agency Management Solution

Insurance Agency Automation Solutions
Agency Software

Read more about Agency Matrix

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

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
Formation logo

Business software solution for teams

Formation is a business software solution designed to support teams with core operational workflows and management capabilities.

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Users also considered
CoverWallet logo

Commercial insurance policy and rating software

CoverWallet for Agents is an insurance rating software designed to help businesses compare quotes from various carriers and purchase policies. Administrators can fill custom applications with details including annual revenue, general liability limit, and balance of payments (BOP) on a unified interface.

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Users also considered
Proformex  logo

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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INDIS logo

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
RenewalCompass logo

Prioritized renewal for insurance agencies

RenewalCompass is insurance renewal management software designed for independent insurance agencies. The software converts policy exports from agency management systems into a prioritized renewal pipeline by scoring expiring policies by risk level. It provides automatic alerts at ninety, sixty, thirty, and fourteen days before renewal dates and offers a shared team view of the renewal desk for agency owners, producers, and customer service representatives.

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Users also considered
IllustrateNow logo

Cloud-based annuity illustration software for carriers

Cloud-based annuity illustration platform for insurance carriers, connecting illustration data with CRM integration, compliance.

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Users also considered
Broker Web Portal logo

Digital portal for insurance broker operations

A ready-made digital Broker Web Portal for insurance brokers to manage policies, claims, and client interactions in one place.

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Users also considered
Floapi logo

AI & Automation Built for Insurance Brokerages

Floapi is an AI-powered automation platform built for insurance brokerages. Through FloapiConnect, it automates commercial billing, eDocs processing, renewal requoting, and AI note-taking, helping brokers reduce manual work and focus on clients.

Read more about Floapi

Users also considered
InsureGrades logo

Cloud-based insurance producer directory & reviews

Web-based directory and review platform for licensed insurance producers, offering license verification, client reviews, and producer.

Read more about InsureGrades

Users also considered
Covera Agents logo

AI workflows for independent P&C insurance agencies

Agentic AI workflows that handle the manual work of an independent P&C agency, from new business intake and carrier quoting to bindi...

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Users also considered
InsureLiv logo

AI-powered Insurance Distribution Platform for Brokerages

Cloud-based AI-powered insurance agency management system for brokerages of all sizes, covering quoting, policy management, and CRM.

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Bold Penguin logo

Software for managing commercial insurance operations

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
NOBL logo

Insurance management platform with an API

NOBL offers an API that provides customers with programmatic access to directly integrate their business into the system for automated claim processing and data integration. The platform automates the manual processes in insurance pricing, purchasing, and claims management.

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Users also considered
AgencySmart logo

Work Smart...AgencySmart!

Whether you are a small retail shop or a national TPA or General Agent, AgencySmart is the software product that is designed to help insurance agents be more productive, more effective and more profitable.

Read more about AgencySmart

Users also considered
Duplix logo

One entry, every insurance quote.

Duplix automates insurance quote entry for brokers and agents: enter the client once, compare every insurer’s price side by side.

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Users also considered