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Free Trial Insurance Software (2026)

Last updated: February 2026

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57 software options

Macaw logo

With Macaw AMS, you may not need a physical office any more.

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Free Trial
No Credit Card Required
Contact Nest Innovative Solutions for detailed pricing information.

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Financial Services Cloud logo

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

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No Credit Card Required
Contact Salesforce for detailed pricing information.

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AgencyBloc AMS+ logo

The #1 Recommended Insurance Industry Growth Platform

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Free Trial
No Credit Card Required
Plans are customized to the insurance agency.

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NextAgency logo

Agency management software for life & health agencies.

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Free Trial
Credit Card Required
License Fees Core Platform: $85 per seat per month. Optional Commission Management Add-on (NextCommission): $120 per agency per month. Standalone Commission Management (NextCommission Solo: $160 per agency per month (for up to five seats). Monthly fees require no long term commitment. Optional Annual subscription provide two-free months (a 17% savings). All fees are pre-paid and non-refundable. NextAgency has earned a 4.9 "Value for Money" rating on Capterra.

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A1 Tracker logo

Enterprise risk management software

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Free Trial
No Credit Card Required
Monthly, Quarterly, and Annual pricing available with volume licensing discounts available. Customized implementations may have a one-time implementation cost followed by recurring licensing costs. Implementation and licensing cost vary based on the number of Modules and Users. We also offer bundled product packages, to combine multiple ERM products into a single platform to offer a better cost than if purchasing each individually and from different vendors.

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Bitrix24 logo

All in one business management workspace

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Free Trial
No Credit Card Required
A 15-day free trial is available, and a free plan for starter business tools.

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ePayPolicy logo

Faster, Easier, Integrated Insurance Payment Services

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Free Trial
Credit Card Required
Pricing and functionality are outlined below - Essentials Plan- $25/month Integrated Plan - $50/month

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NowCerts logo
Category Leaders

Agency management system for insurance agents

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Free Trial
No Credit Card Required
NowCerts offers 4 pricing plans: Essentials - $99/per month Professional - $149/per month Business - $295/per month Enterprise - Contact vendor for pricing

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Workday Adaptive Planning logo

Enterprise planning software for agile budgeting & reporting

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Free Trial
Workday Adaptive Planning products are licensed on a simple subscription basis. The pricing model is based on base price plus user seats. Contact Workday for more information.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Free Trial
No Credit Card Required
CRM Creatio offers a number of various editions and pricing, which allows you to select the edition that best fits your business model. All Creatio licenses include basic support plan, product maintenance and free updates. Contact Creation for more information.

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Compulife Quote Software logo

Life Insurance Quoting Software

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Free Trial
No Credit Card Required
Mobile Quoter - $110 Standard Website Quoter - $105 Individual Agent PC version- $220 Agency/BGA version - $390 API version - $480-$1,500 Internet Quote Engine version - $1,920

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Commissionly logo

Intelligent commission payments, made simple.

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Free Trial
Up to 15 users for $499 per month. Contact us for custom pricing above 15 users

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Commence logo

Online CRM for Small to Mid-Size Businesses

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Free Trial
Starting at $19.00/user/month

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Free Trial
No Credit Card Required
$119/user/month billed monthly

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FileTrac Evolve logo

Claims management system & adjusting software

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Free Trial
No Credit Card Required
Pricing information for FileTrac Evolve is provided on request by Evolution Global.

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VCA Software logo

VCA Software

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Free Trial
- Cost Per Claim Option: $7 USD - Licensing Option: $299 USD

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Sembley logo

Insurance forms solution for the modern agency

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Free Trial
Credit Card Required

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pVerify logo

Patient eligibility verification for healthcare providers.

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Free Trial
No Credit Card Required
Pricing is tiered volume-based with an exception for a few solutions that are per provider-based.

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Claimable logo

Web-based claims management software

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Free Trial
No Credit Card Required
Simple transparent pricing. We offer three price plans, payable monthly or annually,

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Apizeal logo

Web-based health and life insurance management system

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Free Trial
Access to all our management features. Marketing tools may be extra.

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InsuredMine logo

Integrated agency management software for insurance firms

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Free Trial
Credit Card Required
$49/44 per user per month for retail customers $69/62 per user per month for enterprises **pricing differences based on annual vs. monthly billing

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Wellnex logo

Cloud-based healthcare customer relationship management tool

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Free Trial
No Credit Card Required
There are different product 1. Enterprise package: dedicated to those that own a Financial Advisory Firm or Agency that want to​ differentiate themselve to ​recruit & retain! Monitor & stay in control! Reduce significantly their operational cost in total compliance! 2. Account Manager license: dedicated to Independent Insurance Agents that wish to ​get leads, reward them & scale up​, or Protect their business, reward clients and boost sales. 3. White Label: dedicated to companies that want to digitise themselves in total compliance, safely and at low cost! They get their very own platform and app, with their brand, their functionalities and their own database and other document repository!

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ProNavigator logo

The only software purpose-built for insurance pros.

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EZLynx logo

Your most productive employee.

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Free Trial
No Credit Card Required
Please contact EXLynx directly for pricing information.

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AgencyZoom logo

Sales management for insurance agencies

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Free Trial
$79/month: single location $99/month: multiple locations

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