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Insurance
Page 4

Insurance Software for Small Business (2026) - Page 4

Last updated: February 2026

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Features

Client Portal(60)

Sales Reports(24)

Workflow Management(65)

Customer Database(27)

Task Management(52)

Integrated with

QuickBooks Online Advanced(8)

Zapier(13)

HubSpot CRM(5)

Xero(8)

Pricing model

Free(13)

Open Source(1)

Free Trial(54)

One Time License(11)

Subscription(68)

Devices supported

Mac(34)

iPad(28)

Android(30)

Linux(32)

Web-based(110)

iPhone(31)

Windows(59)

Organization types

Small Business

Non Profit(11)

Large Enterprises(87)

Public Administrations(15)

Freelancers(67)

Mid Size Business(97)

User rating

All Reviews

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111 software options

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REACH

5.0

(1)

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

Interact and transact with customers at scale, in one app.

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

Read more about REACH

Users also considered

Figtree General Insurance Claims

5.0

(1)

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

Cloud-based insurance claims solution

Figtree General Insurance Claims is available for Small Business and offers the following support options: Email/Help Desk, Phone Support.

Read more about Figtree General Insurance Claims

Users also considered

Bayzat

5.0

(1)

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

All-in-One HR, Payroll & Benefits Software for Growing Teams

Bayzat is available for Small Business and offers the following support options: Chat, Knowledge Base, Email/Help Desk, FAQs/Forum.

Read more about Bayzat

Users also considered

Quotit

5.0

(1)

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

Quoting & lead management system for health insurance agency

Quotit is available for Small Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support.

Read more about Quotit

Users also considered

InsureEdge

5.0

(1)

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

Future-Ready Insurance Software

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

Read more about InsureEdge

Users also considered

Layr

5.0

(1)

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

Software for Commercial Insurance Brokers & Agents

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

Read more about Layr

Users also considered

Open GI

4.0

(1)

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

Policy administration for insurance brokers & agencies

Open GI is available for Small Business and offers the following support options: Phone Support, Email/Help Desk, Chat.

Read more about Open GI

Users also considered

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 Small 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 Small Business and offers the following support options: Email/Help Desk, Phone Support, FAQs/Forum, Knowledge Base.

Read more about SAIBA Global

Users also considered

Assurup

1.0

(1)

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

An insurance comparison tool, widget, and landing page API.

Assurup is available for Small Business and offers the following support options: Chat.

Read more about Assurup

Users also considered

AMDIS

(0)

Cloud-based financial risk management solution

AMDIS is available for Small 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 Small Business.

Read more about INDIS

Users also considered

OWLS

(0)

Fully automates cloud-based insurance admin

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

Read more about OWLS

Users also considered

TBW - Broker Management System

(0)

Property and casualty (P&C) insurance management suite

TBW - Broker Management System is available for Small Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support, Chat.

Read more about TBW - Broker Management System

Users also considered

Smart Agent

(0)

Web-based insurance management platform

Smart Agent is available for Small 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 Small 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 Small Business and offers the following support options: Email/Help Desk, Phone Support, FAQs/Forum, Knowledge Base.

Read more about Verity

Users also considered

Softseguros

(0)

Cloud software and CRM for insurance professionals.

Softseguros is available for Small Business and offers the following support options: Chat.

Read more about Softseguros

Users also considered

BrokerEdge

(0)

All-In-One insurance broker software

BrokerEdge is available for Small 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

Pathpoint

(0)

Software for quoting, binding, and issuing E&S quotes

Pathpoint is available for Small Business and offers the following support options: Email/Help Desk, FAQs/Forum, Chat, Phone Support.

Read more about Pathpoint

Users also considered

Proformex

(0)

Inforce Policy Management for Life & Annuities

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

Read more about Proformex

Users also considered

vBots

(0)

AI-driven Intelligent Automation Solutions

vBots is available for Small 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 Small 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 Small Business.

Read more about INDIS

Users also considered

Genius Avenue

(0)

Sustainable, scalable brand growth

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

Read more about Genius Avenue

Users also considered

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