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P&C Insurance Software with Marketing Automation (2026)

Last updated: February 2026

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P&C Insurance Software Key Features

    Based on 175 user opinions, we identified 6 features that are important for any product in P&C Insurance Software

  • Insurance Policy Management

    Create, administer and manage insurance policies for various customers and insurance lines

    Average user rating

    4.7

  • Document Management

    Store, manage, and track all electronic documents in a centralized location

    Average user rating

    4.7

  • Forms Management

    Store, manage and track all forms in a centralized location

    Average user rating

    5.0

  • Contact Management

    Manage, organize, and store contact information

    Average user rating

    4.7

  • Property & Casualty

    Specialized for companies in property and casualty (P&C) insurance sector

    Average user rating

    4.6

  • Audit Trail

    A record of all activities within the system, including user access, changes made, etc.

    Average user rating

    4.7
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17 software options

Jenesis Software logo

Jenesis Software

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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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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NowCerts logo

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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A1 Tracker logo

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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Applied Epic logo

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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Eclipse logo

Agency management software for insurance firms of all sizes

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Eclipse is a cloud-based agency management software designed to help small to large insurance firms manage policies, customers, claims, documentation, accounting and reporting. The platform enables users to process company, as well as producer commissions and financial transactions.

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InsuredMine logo

Integrated agency management software for insurance firms

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InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.

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Surefyre logo

Cloud-based customer relationship management (CRM) solution

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Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers including property, casualty, life, and health care insurance providers. The application retains customer information by automatically generating personal and commercial policies whenever new leads are added to the system. This allows agents to receive a commission on all sales generated after sending just one lead.

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tigerlab logo

Enabling Innovations Globally

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i2go is an end-to-end insurance software solution for P&C insurers to simplify and automate routine works including policy management, underwriting, claims, quoting, reporting, and distribution. i2go as a cloud and API-Driven solution also bring different 3rd party tools under one secured roof.

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SiegeAOS logo

Cloud-based insurance & policy management software

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SiegeAMS is a cloud-based software designed to help insurance agencies handle and streamline various administrative processes, including campaign management, reporting, task assignment, and more. Supervisors can track employees’ productivity based on defined goals or benchmarks and generate performance reports.

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Pathway Insurance Software logo

Insurance Automation Software

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Pathway is designed to help insurance agencies and brokers streamline client communication, marketing automation, and workflow management operations. It enables employees to efficiently handle client onboarding, contract renewal, billing, referral requests, and cross-selling opportunities.

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AgentCubed logo

Lead management and CRM solution for insurance businesses

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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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Better Agency logo

Comprehensive CRM solution for insurance agencies

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Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

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Macaw logo

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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Mercury logo

Claims processing and insurance underwriting software

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Mercury is a claims processing software designed to help businesses streamline property and casualty (P&C) insurance management, policy administration, and insurance underwriting operations. It allows managers to handle field-level validation and document imaging processes, verify insurers’ backgrounds, and configure workflows via a unified platform.

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Content Cloud logo

Harness the power of insurance content to drive growth

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Content Cloud is a comprehensive content ecosystem that insurance agencies and brokers offer to clients as a value-added service and use to train internal staff. It provides more than 11,000 expertly vetted resources - all customizable to your agency’s brand experience and constantly refreshed.

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InsureEdge logo

Future-Ready Insurance Software

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Damco’s InsureEdge is designed to simplify and streamline insurance operations by harnessing technology to upgrade manual processes. It helps various stakeholders in managing their day-to-day operations while holding customer experience as the primary focus.

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