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Online Insurance Software

Last updated: February 2026

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121 software options

Jenesis Software logo

Jenesis Software

Category Leaders

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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Macaw logo

Macaw

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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Financial Services Cloud logo

Financial Services Cloud

The world's #1 CRM, reimagined for financial services.

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Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device

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AgencyBloc AMS+ logo

AgencyBloc AMS+

The #1 Recommended Insurance Industry Growth Platform

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AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

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Commission Tracker logo

Commission Tracker

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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GO-INSUR logo

GO-INSUR

(0)

Digital insurance platform for brokers, insurers, and MGAs

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GO-INSUR is a cloud-based digital insurance platform designed to help insurers, brokers, and managing general agents (MGAs) create, manage, and sell policies either directly to the customers or via brokers. Key features include commission disbursements, white labeling, data export, and reporting.

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NextAgency logo

NextAgency

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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BindHQ logo

BindHQ

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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A1 Tracker logo

A1 Tracker

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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EASA logo

EASA

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

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AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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Bitrix24 logo

All in one business management workspace

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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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ePayPolicy logo

Faster, Easier, Integrated Insurance Payment Services

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ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, and control user permissions.

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Indio logo

Cloud-based solution for insurance application & renewal

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Indio is a cloud-based solution, designed to help commercial insurance agents, brokers and agencies digitize insurance application and renewal processes. It includes an activity tracking module, which sends alerts when clients sign-in, update information, sign forms or submit documents.

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NowCerts logo
Category Leaders

Agency management system for insurance agents

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NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs.

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Workday Adaptive Planning logo

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

New era CRM to manage all customer and operational workflows

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AI-native, no-code platform that streamlines the entire Insurance lifecycle—from lead and policy management to underwriting, claims processing, and customer service. It empowers insurers, brokers, and agents with 360° customer views, automated workflows, and AI-driven insights to boost productivity.

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Compulife Quote Software logo

Life Insurance Quoting Software

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Compulife Quote Software is a quoting solution for the insurance industry, which provides features such as customizable forms, insurance quotes, mobile access, and responsive design.

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Applied Epic logo
Category Leaders

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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Anagram logo

Vision insurance benefit management for eyecare providers

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Anagram, formerly Patch, allows eye care providers to navigate all vision plans in a single software tool delivering eligibility, benefits, and claims for vision plans so that you can focus on patient care instead of vision insurance administration.

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Commissionly logo

Intelligent commission payments, made simple.

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Premium Payment Tracker - Track you Premium Commission payment to identify and reclaim missing payments from you Carriers

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Commence logo

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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AgentExpress logo

Quoting and enrollment platform

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AgentExpress is an openly developed, modern quoting and enrollment platform that sets brokerage up for success in the ever-changing landscape of insurance professionals. Employees using AgentExpress generate more closed business than agents using the traditional CMS systems.

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HawkSoft CMS logo

Insurance agency management.

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HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking and auditing, policy management and more.

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Shape logo

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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