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Top Rated Insurance Software with Microsoft outlook

Last updated: September 2026

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15 software options

Jenesis Software logo

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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AgencyBloc AMS+ logo

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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NextAgency logo

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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FileTrac Evolve logo

Claims management system & adjusting software

FileTrac Evolve is a cloud-based claims management system for independent adjusters of all sizes, from small businesses to large, multi-branch companies

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Creatio CRM logo

AI CRM where people and AI agents work together.

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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Agency Master logo

Insurance agency management tool for transportation industry

Agency Master is an insurance agency management software designed to help businesses create insurance certificates for commercial trucking and transportation operations. It enables employees to prepare financial statements and streamline billing and commission tracking activities.

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Bayzat logo

HR, payroll, finance, insurance & benefits for the UAE & KSA

In the UAE, Bayzat is a licensed insurance broker and technology platform. Compare plans across insurers, place and renew group health cover, manage enrolment, dependants and claims, with member lists updating automatically from HR records. Digital cards and photo claims in-app.

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BluRoot logo

Data collection & quote management for insurance brokers

BluInsurance assists the modern agent in the prospect to closed policy process. It simplifies this process by providing online intake forms and automatic PDF generation for quotes. Further, it manages leads by integrating with online lead sources, distributing leads and notifying agents through SMS.

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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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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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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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Agency Matrix logo

Agency Management Solution

Insurance Agency Automation Solutions
Agency Software

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TBW - Broker Management System logo

Property and casualty (P&C) insurance management suite

The Broker's Workstation is a suite of insurance management applications designed to help businesses streamline underwriting, quoting, accounting, and policy management operations for property and casualty (P&C) brokers and agents. It includes various solutions including IntelliQuote, Customer Relationship Management, Broker Management Accounting, Commercial Policy Tools, and I-Client.

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vBots logo

AI-driven Intelligent Automation Solutions

vBots is an AI-powered automation platform designed for insurance agencies to streamline operations without complex coding or integrations. It automates key tasks like bill reconciliation, policy renewals, cancellations, and document retrieval—customized to fit your workflows.

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