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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mPACS

4.4 (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

(0)
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

4 (478)
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

3.5 (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

4.5 (229)
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

4.6 (171)
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

4.8 (146)
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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NowCerts

4.8 (145)
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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Applied Epic

4.2 (124)
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

4.8 (102)
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

3.8 (92)
Agency Management & Automation Solution
Insurance Agency Automation Solutions Agency Software Read more about Agency Matrix
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HealthSherpa

4.8 (88)
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

4.6 (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
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A1 Tracker

4.9 (55)
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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EZLynx

3.7 (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

4.8 (53)
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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Commence

4.8 (41)
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
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Eclipse

4.9 (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

4.7 (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

5 (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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NextAgency

4.8 (21)
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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Anagram

4.6 (19)
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

4.9 (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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Athena

4.2 (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

4.1 (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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ePayPolicy

4.8 (13)
Digital payment processing for insurance
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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BindHQ

4.3 (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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Applied CSR24

4.6 (12)
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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AgencyZoom

4.8 (11)
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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Claimable

4.9 (10)
Web-based claims management software
Customer-first claims management software for your business Read more about Claimable
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AgentCubed

4.4 (10)
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

4.9 (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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Better Agency

4.5 (8)
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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Guidewire

3.1 (7)
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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VBASoftware

5 (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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Pathway Insurance Software

5 (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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Agency Master

5 (6)
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. Read more about Agency Master
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OneLink

4.2 (5)
Software for managing leads, communication, and policies
OneLink is a cloud-based agency management software designed to help businesses in the medical, healthcare, real estate, and finance industries manage customer retention, conversions, policies, and other operations via a unified portal. The platform lets organizations handle leads, follow-up with potential clients, assign call campaigns, and... Read more about OneLink
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Summit Dpath

5 (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

5 (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

4.7 (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

5 (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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SiegeAOS

5 (3)
Cloud-based insurance & policy management software
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. Read more about SiegeAOS
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BluRoot

5 (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 BluRoot
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PlanetBids

5 (2)
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
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Sage

4.5 (2)
All-in-one knowledge management system - made for insurance.
ProNavigator's AI-powered knowledge management system, Sage, helps insurance carriers, brokers, and agents power their businesses with instant access to the information they need. Read more about Sage
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Market Quest For Insurance

5 (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

5 (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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CaptaIMS

5 (1)
Easy-to-use insurance management software for small agencies
CaptaIMS is an easy-to-use insurance management software that helps small insurance agencies streamline workflows. It helps agencies organize and manage all leads and clients in one centralized location. With CaptaIMS, agencies can choose which lines of business to track, including personal, commercial, life & health, or specialty. Read more about CaptaIMS
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Agency Advantage

5 (1)
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
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