Insurance Software

GO-INSUR

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

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mPACS

20

Insurance management for agencies & insurance brokers

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

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Bitrix24

438

100% free CRM, collaboration and communication tool suite

Bitrix24 is a free cloud & open source collaboration platform providing CRM, document management, tasking, time management, & project management tools. Used by over 5 million businesses worldwide. Read more about Bitrix24

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Macaw

18

Insurance AMS for MGAs & brokers with CRM at its core

Macaw is an insurance AMS for MGAs and brokers in P&C lines, covering CRM, sales, service and accounting with features including a built-in document and task management system, self-service portals for customers and producers, billing & payments, policy management, reporting & analytics, and more. Read more about Macaw

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Indio

226

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

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NowCerts

142

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

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Jenesis Software

142

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

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PhoneBurner

136

Power dialer & outbound sales acceleration software for SMBs

PhoneBurner's Power Dialing platform helps inside sales teams reach 447% more contacts, increase live answers, manage/track leads, and streamline workflows. Read more about PhoneBurner

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Applied Epic

120

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

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AgencyBloc

96

CRM/Agency Management System for L&H Insurance Agencies

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation. Read more about AgencyBloc

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Agency Matrix

83

Agency Management & Automation Solution

Agency Matrix's solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image and report you could ever need or want is just a click away. Read more about Agency Matrix

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HealthSherpa

83

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

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Snappii

59

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

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Sentry

50

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

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A1 Tracker

49

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

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Eclipse

31

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

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Commission Tracker

30

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

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FileTrac

27

Claims management system & adjusting software

FileTrac 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

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Anagram

18

Insurance benefit management for healthcare providers

Anagram, formerly Patch, is an online insurance benefit management platform built to help healthcare providers understand & use their patient’s out-of-network healthcare plans and insurance benefits, and submit a claim online on their behalf Read more about Anagram

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Insly

17

Policy admin system for insurance brokers and agents

Insly is a cloud-based system for insurance agents and brokers that simplifies policy admin, reporting, invoicing and claims management. Read more about Insly

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Athena

16

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

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Velocity

15

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

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NextAgency

15

Insurance agency management software

NextAgency is an insurance agency management system for health and life insurance businesses that is designed to streamline insurance clients’ HR and benefits administration with a built-in CRM system, and tools for managing insurance agencies, commissions, employees, and more Read more about NextAgency

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BindHQ

12

Agency Management Simplified

BindHQ is a SaaS technology provider focused on building and delivering the software, tools, products and insights required to supercharge the performance of MGAs, MGUs & Wholesalers. Read more about BindHQ

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ePayPolicy

12

Payment processing solution for the insurance sector

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

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Claimable

10

Web-based claims management software

Claimable removes the headache of managing insurance claims for your business, so you can settle more claims, automate your processes and go paperless! Read more about Claimable

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AgencyZoom

10

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

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AgentCubed

9

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. Read more about AgentCubed

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VBA

7

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 Read more about VBA

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Better Agency

7

Comprehensive CRM solution for insurance agencies

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. Read more about Better Agency

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Agentero

6

The premier agency growth engine

Agentero is a cloud-based sales and service platform, designed to help insurance agents track opportunities and manage revenue. Key features include renewal prioritization, policy recommendations, coverage optimization, sales pipeline management, file import, and predictive modeling. Read more about Agentero

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Guidewire

3

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

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Summit

3

Benefits account administration and financial processes

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

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InsureCert

3

We help brokers outperform the competition.

Imagine AUTOMATED insurance software as passive, embedded and totally secure. Imagine insurance that adapts automatically to your client's needs and constantly works to find them the best coverage. Read more about InsureCert

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SIBRO

3

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. Read more about SIBRO

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BluInsurance

2

Data collection & quote management for insurance brokers

BluInsurance, built on Zoho, is a cloud-based solution designed to help commercial insurance brokers collect customer data through online forms and prepare and track submissions. Key features include secure data storage, agent routing, quote creation, market feedback tracking, and reporting. Read more about BluInsurance

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Market Quest Insurance

1

Marketing Automation & CRM software for Insurance providers

Market Quest for Insurance is a web based insurance marketing automation & CRM software used by insurance brokers to increase their sales & keep organized Read more about Market Quest Insurance

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AgentMethods

Insurance agent website platform

AgentMethods is a website designing platform that helps independent insurance agents launch and manage high quality websites, run email campaigns, and capture leads through outbound marketing. Read more about AgentMethods

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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

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SpatialKey

Online business & location intelligence solution

SpatialKey is a saas based next generation business & location intelligence solution. With it users can visualize, analyze and map business and operational or event based information interactively and share their data and work in interactive form with others. It takes only minutes to set up and learn. Read more about SpatialKey

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VUE Software

Insurance Distribution Platform for Carriers, MGA, IMO, FMO

Vue is a cloud-based application that helps businesses in the insurance sector to manage onboarding, compliance and compensation activities Read more about VUE Software

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Transactor

Policy administration for insurance brokers & agencies

Transactor is a full cycle administration and policy processing solution for underwriting agencies, brokers, insurers & MGAs to streamline insurance delivery Read more about Transactor

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BriteCore

Cloud-based Insurance and Claims Management Solution

BriteCore is a fully-managed core platform for P&C insurers that supports digital transformation, emerging technologies, and new business models. A cloud-native solution, BriteCore is deployed using AWS and is continually updated for maximum security, efficiency, and durability at scale. Read more about BriteCore

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Financial Services Cloud

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

Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device Read more about Financial Services Cloud

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PolicyFlow

Specialist insurance broking management software

PolicyFlow is an insurance broking management and policy administration solution designed specifically for insurance brokers. PolicyFlow provides users with features such as quote and claims management, policy administration, and risk capture forms. Read more about PolicyFlow

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Proformex

Cloud-based life insurance policy management solution

Proformex is a cloud-based life insurance policy management solution that helps independent agents, advisors, trustees & businesses of all sizes manage active policies via portfolio analytics, contract monitoring, reporting, & more. The platform stores all information in a centralized database. Read more about Proformex

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riskine

Advisory suite for banks and insurance agencies

riskine is a cloud-based advisory suite designed to help banks and insurance agencies provide consultations to private and corporate customers. Features include product recommendations, policy checks, knowledge graphs, event-based advice, state level benefits calculator, and goal planning. Read more about riskine

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