Insurance Software
What is insurance software and how does it benefit my agency?
Insurance software is a comprehensive digital solution designed to automate and streamline critical operations for insurance companies, agencies, and brokers. It efficiently manages recurring tasks such as policy administration, underwritin...
Curated List of Software
At a glance
Showing 124 products
Applied Epic
4.1
Streamlining Insurance Agency Management.
Applied Epic is a comprehensive agency management system designed for insurance agencies of all sizes. It provides a unified platform to manage P&C and Benefits lines of business, offering a single customer view, automated workflows, and robus...
Guidewire
3.8
Modernizing Insurance Operations.
Guidewire is a leading platform for Property and Casualty (P/C) insurance carriers, offering a suite of applications and services designed to streamline core operations. Addressing the historical challenges insurers face with outdated legacy s...
AgencyBloc: Streamlining Insurance Agency Growth
AgencyBloc AMS+ is a leading agency management system (AMS) designed specifically for life and health insurance agencies. This comprehensive platform streamlines operations by centralizing client data, automating workflows, simplifying policy ...
Streamline Your Insurance Agency with Powerful Automation.
Agency Matrix is a comprehensive agency management and automation solution designed to simplify and optimize the operations of insurance agencies. This user-friendly platform centralizes all critical agency data – clients, policies, forms, end...
HawkSoft CMS
4.2
HawkSoft: Insurance Agency Management Software – Streamline Operations, Grow Your Business.
HawkSoft is a leading insurance agency management system designed to streamline operations and boost profitability. This comprehensive solution provides tools for client relationship management (CRM), policy lifecycle management, claims proces...
EZLynx
4.1
Streamlining Insurance Agency Workflows.
EZLynx is a comprehensive insurance software platform designed to optimize agency operations and manage the entire policy lifecycle. From real-time quoting and client management to automation and reporting, EZLynx empowers independent insuranc...
Partner XE
4.5
Streamlining Insurance & Claims Management
Partner XE is a comprehensive, web-based insurance and claims management solution designed to empower insurance agencies and brokers. This unified platform simplifies critical business processes, including document management, proposal generat...
Streamlining Insurance Agency Operations.
Jenesis Software is a comprehensive insurance agency management solution designed to empower independent agencies with the tools they need to thrive. From lead management and client relationship building to automated workflows and robust repor...
NowCerts
4.9
Streamlining Insurance Agency Management.
NowCerts' Momentum AMS is a cloud-based agency management system designed to empower insurance agencies of all sizes. This comprehensive solution centralizes critical workflows, from task management and ACORD form handling to invoicing, email ...
Insly
4.5
Low-Code Insurance Software for Rapid Product Launch & Growth.
Insly is a comprehensive, low-code insurance software platform designed for Managing General Agents (MGAs) and insurance companies. Launched in 2014, Insly empowers businesses to quickly launch and distribute new insurance products with a scal...
Cloud Planning for Smarter Finance
Workday Adaptive Planning is a leading cloud-native Enterprise Performance Management (EPM) solution designed to streamline budgeting, forecasting, and reporting. It empowers finance teams to build sophisticated, driver-based models quickly an...
Indio
4.7
Streamline Insurance Applications & Renewals
Indio is a cloud-based platform designed to revolutionize how commercial insurance agents, brokers, and agencies manage applications and renewals. By digitizing traditionally manual processes, Indio boosts efficiency, reduces errors, and enhan...
Streamlining Insurance Agencies with Comparative Rating & Client Management.
Agency Advantage is a comprehensive, web-based insurance agency management system designed to optimize workflows and enhance client relationships. This powerful software provides comparative rating capabilities, enabling agencies to quickly id...
VCA Software
4.9
Streamlining Insurance Claims for Enhanced Policyholder Experience.
VCA Software is a leading SaaS platform revolutionizing the insurance claims process. Designed for insurers, third-party administrators (TPAs), and self-insured organizations, VCA Software provides a comprehensive suite of tools to automate, s...
Eclipse
4.7
Streamlining Insurance Agency Operations
Eclipse is a comprehensive, cloud-based agency management system designed to empower insurance firms of all sizes. It centralizes key functions including policy management, customer relationship management (CRM), claims processing, document st...
Compulife: Streamlining Life Insurance Quoting for Faster Growth
Compulife Quote Software is a leading cloud-based solution designed to simplify and accelerate the life insurance quoting process for agents, brokers, and financial advisors. It offers a comprehensive suite of tools including customizable quo...
Insurance CRM for Growth & Efficiency
Better Agency is a leading web-based CRM solution specifically designed for Property & Casualty (P/C) insurance agencies. It streamlines agency operations by centralizing contact management, automating marketing campaigns, and providing robust...
AgencyZoom
4.9
Streamline Insurance Sales & Boost Agency Growth
AgencyZoom is a comprehensive sales management platform built specifically for property and casualty (P&C) insurance agencies. This cloud-based solution empowers agencies of all sizes to optimize their sales processes, enhance client onboardin...
NextAgency
5.0
Streamlining Insurance Agency Operations with Powerful CRM & Commission Tools.
NextAgency is a comprehensive insurance agency management system designed to help life and health agencies thrive. It combines a robust CRM, automated marketing tools, and precise commission tracking into a single, easy-to-use platform. Suppor...
InsuredMine
4.5
Streamlining Insurance Agency Management for Growth.
InsuredMine is a comprehensive agency management software designed to empower insurance firms with integrated tools for goal and task management, real-time performance tracking, and streamlined communication. This CRM solution facilitates coor...
Creatio CRM
4.9
Creatio: The No-Code CRM for Accelerated Business Growth
Creatio is a powerful, no-code CRM and business process automation platform designed to help organizations of all sizes streamline operations, enhance customer experiences, and drive revenue. Offering a comprehensive suite of applications – in...
EngageBay: All-in-One CRM & Marketing Automation for Growth
EngageBay is a comprehensive, cloud-based CRM and marketing automation platform designed to help businesses of all sizes acquire, engage, and convert leads. Combining essential tools like email marketing, marketing automation, a robust CRM, so...
Bitrix24
4.4
Unified Workspace for Growth
Bitrix24 is a comprehensive, all-in-one workspace designed to streamline business operations. It combines a robust CRM system for managing sales, leads, and customer interactions with powerful project management tools, team collaboration featu...
Surfly
4.3
Secure Co-browsing for Enhanced Customer Experiences
Surfly is a leading co-browsing and collaboration platform designed to empower businesses to deliver exceptional customer support and sales experiences. By enabling real-time screen sharing, collaborative document editing, and secure file tran...
ProNavigator
4.3
Intelligent Knowledge Management for Insurance Professionals
ProNavigator is a purpose-built knowledge management solution designed specifically for the insurance industry. It empowers underwriters, claims adjusters, operations teams, and agencies to efficiently organize and access critical information ...
Buyer's Guide
Discover how cutting-edge insurance software can revolutionize your agency's operations. These powerful platforms automate crucial processes like policy management, underwriting, billing, and claims processing, freeing up valuable time for your team. Beyond core automation, leading insurance management solutions enhance customer relationships with robust CRM tools, offering seamless communication and self-service options for policyholders. Leverage advanced Artificial Intelligence (AI) and Machine Learning (ML) capabilities for sophisticated fraud detection and accurate financial risk prediction, empowering your business with intelligent risk assessment tools. Designed to simplify the daily tasks of insurance agents, brokers, and agencies, insurance software is an indispensable tool for boosting efficiency, accuracy, and profitability.
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