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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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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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Bitrix24

  458
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 supporting end to end processes for MGAs & Brokers in P&C lines, covering CRM, Sales, Service and Accounting. Read more about Macaw
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Indio

  227
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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Jenesis Software

  150
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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NowCerts

  143
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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PhoneBurner

  141
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
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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

  99
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

  92
Agency Management & Automation Solution
Insurance Agency Automation Solutions Agency Software Read more about Agency Matrix
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HealthSherpa

  84
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 Mobile Apps

  60
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 Mobile Apps
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EZLynx

  55
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
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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

  48
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

  32
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
No restrictions on classes of insurance that can be managed using the system Read more about Insly
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NextAgency

  17
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
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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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BindHQ

  12
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
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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
Customer-first claims management software for your business 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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Agentero

  8
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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VBASoftware

  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 VBASoftware
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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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Pathway Insurance Software

  6
Cloud-based P&C insurance & marketing automation software
Pathway is a cloud-based system designed to help insurance agencies and brokers streamline client communication, marketing automation, and workflow management operations. It enables employees to handle client onboarding, contract renewal, billing, referral requests, and cross-selling opportunities. Read more about Pathway Insurance Software
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Guidewire

  4
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 Dpath

  3
Benefits account administration and financial processes
DataPath Summit is a cloud-based solution for CDH benefits and COBRA administration. Read more about Summit Dpath
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InsureCert

  3
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. Read more about InsureCert
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Health Cloud

  3
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 Read more about Health Cloud
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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 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. Read more about BluInsurance
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Market Quest For 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 For Insurance
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Quotit

  1
Quoting & lead management system for health insurance agency
The all-in-one insurance quoting, enrolling, and lead management solution designed for health insurance professionals. Read more about Quotit
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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

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
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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 cloud-based insurance software system supporting multi-line, multi-state, and multi-location policies for personal, commercial, and specialty lines of business. Our robust web API enables integrations with third party vendors who enhance the functionality of our product. 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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