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Insurance Software
Insurance Agency software automates the business, customer service and office management activities for insurance agencies. These applications offer full client management database systems for a variety of insurance product areas such as life, health, property and casualty (P&C) and investment. Insurance Agency solutions also offer tracking systems for scheduling, electronic document filing, contracts and commissions as well as general accounting and business reporting tools. Insurance Agency software is related to Insurance Policy software and Insurance Rating software. Read more Read less
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GO-INSUR
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Get new products to market faster, unlock revenue and achieve greater ROI with GO-INSUR - an innovative digital insurance platform.
Learn more about GO-INSUR
GO-INSUR is a super-agile InsurTech solution for Brokers, Insurers & MGAs, looking to digitise their insurance operation. Gain the competitive edge with a multi award-winning insurtech solution that allows you to quickly adapt to changing market trends. Digitise your full customer lifecycle - Policy Admin, Quotes, MTAs, Renewals, etc. Rapidly launch new products, expand distribution, & reduce operational costs with an agile, rapidly scalable cloud-based platform with white labelling.
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
AdInsure is an award-winning standard insurance platform designed for Life, Non-Life and Commercial insurers and insurance Brokers.
Learn more about AdInsure
AdInsure insurance platform ensures insurance businesses keep up with industry changes. It connects and supports all insurance teams, helping them work smarter, launch faster, and provide modern CX. Built around best practices, AdInsure acts as a foundation of award-winning solutions: AdInsure for Non-life, Life, and Commercial insurers, and AdInsure for Brokers.
Features for insurance business teams: Core Systems (PAS, Billing and Collections, Claims and Recoveries), Non-Core features (Commission management, Reinsurance), Digital tools (agent portals), Data Analytics.
Change-management capabilities for IT and operations: No code/low code compliant architecture, a modern integration framework that includes out-of-the-box API, AdInsure Studio (an end-to-end tool for product design, testing, and distribution) and Cloud support.
AdInsure combines comprehensive features in a single, unified platform and connects your insurers with emerging technologies, service providers, and partners.
Learn more about AdInsure
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
On-premise and cloud-based broker management system, providing automation capabilities to the business.
Learn more about Applied Epic
On-premise and cloud-based broker management system, providing automation capabilities to the business. The system offers a single, open application with integrated capabilities to manage customer relationships, policy administration, sales automation, and financial accounting processes.
Learn more about Applied Epic
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
All-Payer Real-time Patient Insurance Verification Solution including Patient Transparency Estimator and Insurance Coverage Discovery.
Learn more about pVerify
pVerify provides a leading SaaS platform focused on Patient Healthcare Insurance Eligibility and Benefits Verification via API, SFTP Batch Processing, and Secure Cloud Portal access methods, including ancillary RCM tools like Patient Estimator and Insurance Discovery. pVerify’s Suite of Solutions streamlines front-end insurance eligibility and benefits verification and maximizes back-end Claims and Billing cycle, increasing efficiency and optimizing revenue.
Learn more about pVerify
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Bitrix24 is #1 free insurance agency management platform used by 12 million teams. Cloud, mobile, open source.
Learn more about Bitrix24
Bitrix24 is #1 free insurance agency management platform used by 12 million teams worldwide. Cloud, mobile, open source. Free CRM, appointment scheduling, agency management, quotes, invoices, contracts, email marketing, calendars, more.
Learn more about Bitrix24
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely accessible web apps eliminating Excel chaos.
Learn more about EASA
EASA is a low code software platform that allows businesses to convert existing, complex macro/VBA enabled Excel spreadsheets used for critical applications such as CPQ, financial modeling, insurance raters and engineering calculators into secure, remotely accessible web apps that can be directly integrated with other systems such as CRM, ERP and databases eliminating the need to replace these with costly and often inflexible single purpose commercial or custom-coded tools.
Learn more about EASA
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform.
Learn more about EngageBay CRM
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Jenesis offers an insurance agency management system, website design, and digital marketing services to insurance agencies.
Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a wide array of features tailored to streamline workflows, enhance client relationships, and boost productivity. From policy management and quoting to customer relationship management (CRM) and reporting, Jenesis provides a centralized hub for all essential agency functions. Its intuitive interface and customizable workflows enable users to tailor the system to their specific requirements, enhancing efficiency and productivity. Jenesis' Web-based system offers flexibility allowing agents to work remotely, collaborate seamlessly, and provide superior service to clients on the go. Jenesis also offers website design and digital marketing services making Jenesis a comprehensive solution for insurance agencies.
Learn more about Jenesis Software
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Indio simplifies the P&C insurance application and renewal process for agents by creating a fully digital, modern customer experience.
Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded with a library of 10,000+ digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing.
Learn more about Indio
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Business budgeting software that provides a company with the financial and operational information it needs to make better decisions.
Elevate your budgeting, planning, and modeling with enterprise planning software. Familiar Excel-like sheets streamline the planning process and allow you to drill down into cell values in order to extract and share strategic insights. Configurable options and the ability to create custom calculations within your model give you the flexibility to adapt as your business grows and changes. Workday Adaptive Planning is positioned as a Leader in Gartner's 2019 Magic Quadrant for Cloud FP&A Solutions
Learn more about Workday Adaptive Planning
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Dialer software built for high connect rates. PhoneBurner powers millions of conversations, with average answer rates exceeding 10%.
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.
Learn more about PhoneBurner
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
NowCerts: Streamline insurance agency operations with our innovative, user-friendly, and affordable management platform.
At NowCerts, we lead the way in digital innovation for insurance agencies. Our suite of tools goes beyond our advanced AMS software to include RATE!, a commercial rater for precise pricing, PremFi for seamless premium financing, Automate365 for CRM efficiency, LeadX for optimized lead distribution, and Fusion, our state-of-the-art AI automation center. With seamless integration and strategic partnerships with industry leaders, such as Automate365, ACORD, InsuredMine, and more, we ensure smooth communication and data transfer. Our dedicated support team and extensive knowledge base are always available to guide you on your journey to streamlined agency management. Discover how our solutions can transform your operations and elevate your business to new heights.
Learn more about NowCerts
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Faster, Easier, Integrated Insurance Payment Services
ePayPolicy's insurance-built payment platform helps insurance organizations accept payments online to speed up receivables, bind policies faster, and provide a seamless user experience.
Beyond collections, you’ll have access to a variety of features to streamline accounting operations. ePayPolicy integrates payments into 18 of the most popular management systems, like Vertafore, Applied, NowCerts, and many more.
Learn more about ePayPolicy
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth.
Learn more about AgencyBloc AMS+
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Get access to a variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more.
Creatio CRM for insurance is the end-to-end platform providing access to a broad variety of workflows automation - insurance policy management, claim lifecycle operating, commission management and much more. Equipped with advanced tools for sales & marketing, referral and opportunity management to streamline your business growth.
Learn more about Creatio CRM
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Insurance agency management software that lets you nurture and grow your book of business, your staff and your office from anywhere.
Agency Matrix, now part of ITC, is the most robust and affordable cloud-based technology company in the marketplace. Leading today's independent insurance agencies with cutting-edge technology, we are committed to delivering agency management software solutions that help you reach your business goals.
Learn more about Agency Matrix
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Snappii is a leading Mobile Apps and form apps company. About 500,000 people use Snappii Business Apps in 30+ Industries.
Snappii is a custom mobile app development company that delivers native iOS and Android apps efficiently and affordably thanks to its codeless mobile app development platform. Snappii specializes in Daily Logs, Project management, change management Apps predominantly for the Construction, Inspection and Field Services industries. Snappii has helped thousands of customers to ditch paperwork and improve collaboration between the team and the office.
Contact us for a Free quote.
Learn more about Snappii
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle.
With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. Let EZLynx do the work so you can focus on selling and growing your book of business. We want to earn the title of your most productive employee every single day.
EZLynx Rating Engine
EZLynx Rating Engine™ is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device.
EZLynx Management System
EZLynx Management System™ leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information.
Learn more about EZLynx
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.
A1 Tracker insurance policy management software is robust and includes features to manage insurance policies, insurance quotes, customer service, and claims management. A1 Tracker is suitable for businesses with multiple different insurance products, including health insurance, liability, commercial, aviation, marine, umbrella, and auto insurance. A1 Tracker streamlines insurance companies with automatic policy renewal notifications, policy document generation, and policy document management.
Learn more about A1 Tracker
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Sentry is the only developer-first app monitoring platform that gives real-time visibility into issues that matter to fix them faster.
For software teams, Sentry is essential for monitoring application code health. From Error tracking to Performance monitoring, developers can see clearer, solve quicker, and learn continuously about their applications - from the frontend to the backend.
Loved by over 4 million developers and more than 100,000 organizations worldwide, Sentry provides code-level observability to many of the world’s best-known companies like Disney, Cloudflare, Eventbrite, Slack, Supercell, and Rockstar Games.
Learn more about Sentry
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Our unique partnership philosophy drives our systems 97% recommendation rate and 18-year average agency retention.
Since 1995, HawkSoft is a leader in management systems that powers thousands of agencies who want effective workflows for property and casualty insurance without sacrificing a delightful experience for staff and policyholders. Created by independent agents, HawkSoft takes pride in being independently-owned. HawkSoft bundles all the core features to manage, grow, and measure your agency and offers API integrations with established service providers to expand your insurance technology stack.
Learn more about HawkSoft CMS
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Life insurance quoting tool that helps agents create quotes for their clients via their websites, mobile devices, & PCs.
Life insurance quoting tool that helps agents create, process, and manage coverage quotes in batches and embed them across websites, mobile devices, & PCs.
Learn more about Compulife Quote Software
Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
Enroll Your Clients for ACA Plans in 5 Minutes or Less!
ACAExpress.com provides insurance agents the power to stay ahead in an ever-changing industry. Our revolutionary ACA enrollment platform provides agents the tools they need to increase productivity in a simple, quick, and efficient platform.
We put the power of health insurance enrollment back into the hands of agents by providing an ACA enrollment solution that is simple for agents to use.
Learn more about AgentExpress
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
Anagram delivers eligibility, benefits, and claims for vision insurance patients, in-network and out-of-network, in one simple platform
Anagram is an all in one vision insurance software platform that helps healthcare providers and patients access in-network out-of-network benefits in minutes and submit claims online. No more dealing with insurance companies by phone or submitting claims by paper.
Anagram 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.
Learn more about Anagram
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
A comprehensive solution for managing Sales, Leads, Marketing, Help Desk Ticketing, a Customer Portal and Project Management.
Ideal for for businesses of 5 to 50 users looking for an easy to use, customizable solution for managing Sales, Marketing, Customer Service Ticketing and Project Management. Used in 30 industries in a dozen countries around the world.
Fully integrated with MS Outlook & Google. Mobile Access included.
Learn more about Commence
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Features
- Insurance Rating
- Activity Tracking
- Policy Management
- Self Service Portal
- Contact Management
- Audit Trail
- Workflow Management
- Quotes/Estimates
- Document Management
