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Insurance Agency Software

Here's our list of apps for Insurance Agency Software. Filters help you narrow down the results to find exactly what you’re looking for.

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122 Software options

GO-INSUR

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Digital insurance platform for brokers, insurers, and MGAs

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. Read more about GO-INSUR

mPACS

Insurance management for agencies & insurance brokers

mPACS provides a complete solution for insurance agency management Read more about mPACS

AdInsure

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Modern insurance platform for life and non-life insurers

AdInsure is a standard insurance platform that provides insurance companies with future-proof technology for streamlining their business processes and operations. Built specifically for life and non-life insurers, the platform supports all the teams across different lines of business. Read more about AdInsure

Bitrix24

100% free CRM, collaboration, and communication tool suite

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. Read more about Bitrix24

EngageBay CRM

Integrated sales & marketing software for growing teams

EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform. Read more about EngageBay CRM

Jenesis Software

Insurance agency management solution

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. Read more about Jenesis Software

Indio

Cloud-based solution for insurance application & renewal

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. Read more about Indio

Workday Adaptive Planning

Enterprise planning software for agile budgeting & reporting

Workday Adaptive Planning, formerly Adaptive Insights, is a cloud-based enterprise planning software, which offers tools to help businesses collaboratively plan using tools for modeling, budgeting & forecasting. It offers features including balance sheets, expense tracking & workforce modeling. Read more about Workday Adaptive Planning

PhoneBurner

Power dialer & outbound sales acceleration software for SMBs

LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card. Read more about PhoneBurner

NowCerts

Agency management system for insurance agents

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. Read more about NowCerts

Applied Epic

Business management system for insurance agencies

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. Read more about Applied Epic

AgencyBloc AMS

The #1 Agency Recommended Management System

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. Read more about AgencyBloc AMS

ClientCircle

Happier clients, more sales. Made for insurance.

One platform to grow your agency. Made for insurance. Read more about ClientCircle

Creatio CRM

Boost marketing, sales and service performance!

With Creatio CRM for insurance you get access to a broad variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more. Read more about Creatio CRM

HealthSherpa

Healthcare management plans for ACA organizations

HealthSherpa is designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status. Read more about HealthSherpa

Agency Matrix

Agency Management & Automation Solution

Insurance Agency Automation Solutions Agency Software Read more about Agency Matrix

Snappii

Codeless app platform, mobile apps and forms

Snappii mobile app builder helps you to build and customize powerful mobile business apps with no programming or coding needed in DAYS. Read more about Snappii

EZLynx

Insurance agency solution

EXLynx is a cloud-based solution that helps insurance agencies streamline processes related to online quoting, lead management, customer retention, email marketing, and more. With the rating engine, users can store ACORD forms, generate cost valuations, and submit quotes on a centralized platform. Read more about EZLynx

A1 Tracker

Enterprise risk management software

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. Read more about A1 Tracker

Sentry

Track exceptions with modern error logging

Sentry provides error tracking and crash reporting so every developer can instantly see how their production code affects real users and automatically triage and resolve issues as part of their existing workflow. Sentry aggregates and adds important context to stack traces and tells you the users, services, and servers that were affected. Read more about Sentry

Compulife Quote Software

Life Insurance Quoting Software

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. Read more about Compulife Quote Software

HawkSoft CMS

Insurance agency management.

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. Read more about HawkSoft CMS

AgentExpress

Quoting and enrollment platform

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. Read more about AgentExpress

Commence

Online CRM for Small to Mid-Size Businesses

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. Read more about Commence

Commissionly

Intelligent commission payments, made simple.

Commissionly is a commission platform for small to Mid-Market Companies in all industries. It is a highly flexible platform that can be configured for any commission plan. With industry-leading speed to deployment, we can replace your current excel solution in weeks. Read more about Commissionly

Shape

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 Read more about Shape

Commission Tracker

Sales commission software for insurance companies

Commission Tracker is a sales commission software used by insurance companies to manage and track sales commission paid to agents Read more about Commission Tracker

Eclipse

Agency management software for insurance firms of all sizes

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. Read more about Eclipse

Wellnex

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. Read more about Wellnex

Anagram

Vision insurance benefit management for eyecare providers

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. Read more about Anagram

NextAgency

Agency management software for life & health agencies.

NextAgency is an insurance agency management system for health & life insurance businesses with CRM, insurance agency, commission management tools, & more Read more about NextAgency

FileTrac Evolve

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 Read more about FileTrac Evolve

Agency Advantage

Insurance agency software with comparative rating

Agency Advantage is a web-based software designed to help insurance agencies create marketing campaigns, collect and save data using ACORD forms, and streamline communication with clients. It lets teams send text messages to individual clients and manage their trust accounts. Read more about Agency Advantage

VCA Software

At VCA Software, our goal is to humanize the claims journey. VCA is changing the insurance churn paradigm and creating a new standard for managing claims – the most crucial insurance customer touchpoint. Read more about VCA Software

InsuredMine

Integrated agency management software for insurance firms

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. Read more about InsuredMine

Apizeal

Web-based health and life insurance management system

Apizeal is a web-based health and life insurance management system designed to help businesses in the health and life insurance industry manage commissions and client communication. The platform lets organizations view what's assigned to their staff and agents. Agents can also receive automated reminders of documents or tasks. Read more about Apizeal

Macaw

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

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. Read more about Macaw

Insly

A full-cycle low-code insurance software solution.

No restrictions on classes of insurance that can be managed using the system Read more about Insly

ProNavigator

The only software purpose-built for insurance pros.

ProNavigator is purpose-built for Commercial Insurance professionals to organize every document in one convenient, easily searchable place. Read more about ProNavigator

Athena

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. Read more about Athena

Guidewire

Deliver insurance your way.

Guidewire provides flexible core systems that enable you to deliver insurance the way you’ve always wanted to. Our core system suite spans the entire property/casualty (P/C) insurance lifecycle—underwriting, policy administration, billing, claims, and reinsurance management. Read more about Guidewire

Velocity

Insurance agency management system

Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more Read more about Velocity

Agreement Express

Contract management software

Agreement Express is a contract management software platform that enables organizations to completely automate or dramatically accelerate documents through every bottleneck in your process, enabling you to improve productivity and operating margins within days of activation. Read more about Agreement Express

ePayPolicy

Faster, Easier, Integrated Insurance Payment Services

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. Read more about ePayPolicy

AgencyZoom

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. Read more about AgencyZoom

Partner XE

Web-based insurance and claims management software

Partner XE is a web-based insurance and claims management software that helps businesses manage documents, proposals, client information, accounting, and more from within a unified platform. It allows staff members to automatically send text messages to clients regarding policy renewal, late payments, and other relevant information. Read more about Partner XE

Claimable

Web-based claims management software

Customer-first claims management software for your business Read more about Claimable

BindHQ

Agency Management Simplified

BindHQ is a market-leading Agency Management System that powers the day to day operations of MGAs, MGUs and Wholesale Brokerages selling Specialty Insurance. Read more about BindHQ

PlanetBids

Powerful solutions for procurement and public works

PB System is the leader in eProcurement solutions for public agencies providing collaborative outreach, prequalification and diversity certification, bid management, insurance and contract management modules. Read more about PlanetBids

Applied CSR24

Cloud-based customer self-service portal

Applied CSR24 is a cloud-based customer service software designed to help businesses provide a self-service portal to customers to deliver insurance information, online bill pay, documents, and messages on mobile devices. It lets teams alter documents according to the needs of the clients. Read more about Applied CSR24

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