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Top Rated Insurance Software with Free trial - Page 2

Last updated: September 2026

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61 software options

VBASoftware logo

Cloud based benefits administration software

VBA by Virtual Benefits Administrator is a benefits administration software suitable for medical, dental, and life & disability plans, pharmacy claims, and more

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DataPath Summit logo

Benefits account administration and financial processes

DataPath Summit is a cloud-based solution for CDH benefits and COBRA administration.

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InsureCert logo

We help brokers outperform the competition.

Insurance Program Automation; give brokers what they want, bespoke digital products! pay commission instantly, dashboard management, auto-renew and much more.

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SIBRO logo

End-to-end insurance broking platform

SIBRO is an end-to-end software for insurance brokers, insurance agents, and insurance broking companies, with complete policy cycle, prospect, and claims management. The software is responsive, and is compatible with tablet, mobile and desktop.

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REACH logo

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

Conduct real-time or self-service agent-customer sessions through REACH Business Cloud®. Collect digital signatures, documents, payments and verify identities. REACH allows agents to guide customers through transactions in real-time or self-service mode.

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AgencyZoom logo

Sales management for insurance agencies

AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more.

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DecisionRules.io logo

Business rules engine and decision automation platform

DecisionRules is a business rules engine and decision automation platform. Model decisions as Decision Tables, Trees, and Flows and call them over a REST API. AI Assistant, AI Agent, and MCP on a deterministic engine. 1B+ decisions a day, evaluated in under 10ms. SOC 2 audited. ISO 27001 certified.

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Quotit logo

Quoting & lead management system for health insurance agency

The all-in-one insurance quoting, enrolling, and lead management solution designed for health insurance professionals.

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Layr logo

Software for Commercial Insurance Brokers & Agents

Layr is enabling P&C brokers to deliver 100% online insurance, from application to renewal. Layr is custom branded to each broker and includes the white-labeled insureds' digital kiosk, AI-account manager, digitized rater, and pricing + placement prediction designed with brokers in mind.

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Soter logo

AI EHS platform for human-reviewed safety workflows

Soter is an AI EHS platform that captures safety information from conversations, photos or video, structures it into required fields and keeps a human review step before a workflow is closed.

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iLearningEngines logo

AI driven learning outcomes

iLearningEngines is a disruptive AI/ML platform focused on automating the learning process and creating outcome-driven learner journeys.

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AGENCYMATE logo

Agency management solution for insurance agencies

AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

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Kanverse AP Invoice Automation logo

Cloud-based accounts payable software

Kanverse AI automates insurance submissions, claims, and SOVs. Carriers, brokers, and MGAs gain faster turnaround, higher accuracy, compliance, and lower costs—freeing underwriters and claims teams to focus on decision-making.

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AgentCubed logo

Lead management and CRM solution for insurance businesses

AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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Workday Adaptive Planning logo

Enterprise planning software for agile budgeting & reporting

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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mPACS logo

Insurance management for agencies & insurance brokers

mPACS provides a complete solution for insurance agency management

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Health Cloud logo

Patient relationship management software in the cloud

Salesforce Health Cloud is a collaborative, all-round healthcare CRM and patient management software for healthcare providers, payers, and patients

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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

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Wellnex logo

Cloud-based healthcare customer relationship management tool

Wellnex is a cloud-based healthcare CRM software that helps businesses generate leads, launch marketing campaigns, handle portfolio segmentation, and more.

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pVerify logo

Patient eligibility verification for healthcare providers.

pVerify is a cloud-based solution that helps healthcare organizations verify patient insurance eligibility on a centralized interface. The platform includes APIs and eligibility benefits verification that helps medical professionals verify prior authorization, claims status, and more. pVerify also offers batch eligibility solutions for medical, dental, and vision providers. Key features include real-time APIs, parsed benefits, EMR/PM integration, custom business rules, and more.

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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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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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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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CoverWallet for Agents logo
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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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RenewalCompass logo
(0)

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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