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Insurance Agency 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.

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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. Learn more about GO-INSUR

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
AdInsure is a standard insurance platform designed for Life and Non-Life insurers. Learn more about AdInsure
AdInsure is a powerful insurance platform that makes running your business easy. Designed for Life and P&C insurers, it gives you the functionality and capability to streamline business processes, improve user experience and manage change effectively. Built around industry best practices, AdInsure combines comprehensive features in a single, unified platform. It delivers an innovative environment that connects your organization with emerging technologies, service providers, and partners. Learn more about AdInsure

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Bitrix24 is #1 free insurance agency management platform used by 12 million teams. Cloud, mobile, open source.
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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Boost sales team productivity up to 4x with our top-rated Power Dialing & Sales platform. Blend phone/email/SMS and close deals faster.
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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
NowCerts offers a modern, secure platform for managing your insurance agency at an affordable price. The new benchmark in management!
At NowCerts, we understand the importance of flexibility in the digital age. That's why we're proud to offer AMS software that is not only browser-based for easy access but also Mac-compatible for seamless integration into your existing tech ecosystem. Partnerships with leading companies for seamless communication and data transfer (Automate365, Accord, InsuredMine, Gravity Certs, ePayPolicy, Aureus Analytics). A robust knowledge base and support team to help with any problems or quest. Learn more about NowCerts

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting.
Applied Epic® is an agency management platform that allows agents to manage their business across all roles and locations for both their P&C and Benefits books of business via a single view of the customer with automated capabilities for each stakeholder in the business, while also supporting integrations and acquisitions using open and scalable architecture. Learn more about Applied Epic

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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+

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Get access to a variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more.
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. Learn more about Creatio CRM

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
A free CMS-approved platform to quote, enroll, and manage your ACA business.
A FREE platform to quote, enroll, and manage your ACA business. The easier, faster alternative to healthcare.gov - designed specifically for agencies & brokers. 1095s at your fingertips. Post-enrollment support to manage client follow ups. Free white-labeled website for customers to self-enroll. Easy to use application that averages <10 minutes. Changes made through our platform reflected on healthcare.gov and carrier portals Learn more about HealthSherpa

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Sentry is the only developer-first app monitoring platform that gives real-time visibility into issues that matter to fix them faster.
With support for 99 platforms as well as single-tenant offerings, 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. Learn more about Sentry

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow 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

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Highly customizable commission platform designed to replace your current excel solution and improve your compensation management.
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. Calculate Commissions Track Missing Commissions, Premium or Partner Payments Reconcile Commissions Pais Out V Payments Recieved Current customers served in Payments, Insurance, Financial Services, Health Energy, Education, and Telecoms. Learn more about Commissionly

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.
QQ Catalyst is a revolutionary new cloud-based insurance agency management system. Catalysts innovative user interface offers capabilities and design features unlike anything insurance agencies have ever seen before. With no set-up fee's, no monthly contract and a 30 day money back guarantee, we make it easy to do business with QQSolutions. Come and see why over 23,000 agents and over 5,000 agencies rely on our technology everyday to manage their business. Learn more about QQCatalyst

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management