Top Insurance Agency Software - 2024

Updated on: 29th April 2024

1. Insly

Simple software for insurance professionals.


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Alerts/Reminders
  • Claims Management
  • Customization
  • Dashboard
  • Policy Management
  • Property & Casualty
  • Quote Management
  • Track Profits
Platforms
  • Cloud Hosted
  • On Premises
  • Web-based
  • Windows
  • Mac

2. Agencybloc

#1 Agency Recommended Management System.


Insurance Agency Software
category
7 Days
software trial

$65
price

Other Category
  • Insurance Agency Software
Features
  • Claims Management
  • Metered Billing
  • Dashboard
  • Insurance Management
  • Property & Casualty
  • Quote Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac

3. Velocity

Insurance Management System


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Alerts/Reminders
  • Dashboard
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management
Platforms
  • Cloud Hosted
  • Web-based

4. InsurancePro

Agency Management System made easy.


Insurance Agency Software
category
30 Days
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Metered Billing
  • Customization
  • Dashboard
  • Policy Management
  • Property & Casualty
  • Quote Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac

5. ARS Manager Plus

Affordable Insurance Agency Management System.


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Claims Management
  • Metered Billing
  • Customization
  • Dashboard
  • Insurance Management
Platforms
  • Cloud Hosted
  • On Premises
  • Windows

6. OpenGI Mobius

Insurance software with infinite possibilities.


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Alerts/Reminders
  • Claims Management
  • Customization
  • Dashboard
  • Policy Management
  • Quote Management
  • Track Profits
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

7. SmartOffice

CRM Solutions for Insurance and Financial Services


Insurance Agency Software
category
N/A
software trial

$30
price

Other Category
  • CRM Software
  • Insurance Agency Software
Features
  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Forecasting & Analytics
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Booking Management
  • Commission Management
  • Contact Management
  • Customer Management
  • Document Management
  • Policy Management
Platforms
  • Cloud Hosted
  • On Premises
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux

8. RateFactory

Intuitive. Integrated. Individualized.


Insurance Agency Software
category
7 Days
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Alerts/Reminders
  • Calendar & Task
  • Customization
  • Insurance Management
  • Life & Health
  • Property & Casualty
  • Track Profits
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

9. NowCerts

INTELLIGENT, SECURE, INTUITIVE


Insurance Agency Software
category
30 Days
software trial

$59.00
price

Other Category
  • Insurance Agency Software
Features
  • Alerts/Reminders
  • Calendar & Task
  • Customization
  • Insurance Management
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Track Profits
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

10. Agency Matrix

Your intelligent, secure, intuitive agency management system


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Alerts/Reminders
  • Claims Management
  • Calendar & Task
  • Dashboard
  • Insurance Management
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Track Profits
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

11. BrokerEdge

Comprehensive Technology Platform for Insurance Brokers


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Booking Management
  • Claims Management
  • Commission Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management
  • Track Profits
Platforms
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux

12. InsureCRM

Go Digital and Accelerate Sales and Customer Acquisition of your Insurance Business


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • CRM Software
  • Insurance Agency Software
  • Policy Management Software
Features
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • File Management
  • Forecasting & Analytics
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Security
  • Workflow Automation
  • Claims Management
  • Contact Management
  • Customer Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
  • Approval Process Control
  • Dashboard
  • Policy Creation
  • Policy Library
  • Policy Metadata Management
  • Policy Training
  • Reports
  • Workflow Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux

13. InsureEdge

Complete Technology Suite for Insurers.


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Claims Processing Software
  • Insurance Agency Software
Features
  • Booking Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management
  • Track Profits
  • Adjustor Management
  • Case Management
  • Claim Resolution Tracking
  • Co-Pay & Deductible Tracking
  • Compliance Management
  • Document Management
  • Electronic Claims
  • Forms Management
  • Fraud Detection
  • Paper-Based Claims
  • Payor Management
  • Policy Administration
  • Reports
Platforms
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux

14. Sibro

Simple to use end to end insurance broking software


Insurance Agency Software
category
N/A
software trial

$180
price

Other Category
  • Insurance Agency Software
Features
  • Booking Management
  • Claims Management
  • Contact Management
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management
  • Track Profits

15. HawkSoft CMS

Get an unfair advantage.


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Alerts/Reminders
  • Claims Management
  • Customization
  • Dashboard
  • Life & Health
  • Property & Casualty
  • Quote Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

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16. AdminSeg

Introducing The Ultimate Agency Management Software


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Alerts/Reminders
  • Claims Management
  • Customization
  • Dashboard
  • Life & Health
  • Property & Casualty
  • Quote Management
  • Track Profits
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

17. Indio Technologies

The modern solution for the application and renewal process


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Alerts/Reminders
  • Claims Management
  • Calendar & Task
  • Customization
  • Insurance Management
  • Policy Management
  • Quote Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

18. Jenesis Software

Insurance Agency Management


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Alerts/Reminders
  • Claims Management
  • Calendar & Task
  • Customization
  • Insurance Management
  • Life & Health
  • Property & Casualty
  • Quote Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

19. Brokerage Builder

Revolutionizing The Insurance Tech Industry


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Alerts/Reminders
  • Claims Management
  • Calendar & Task
  • Customization
  • Dashboard
  • Policy Management
  • Quote Management
  • Track Profits
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

20. BindHQ

The Leading Cloud AMS For Specialty Insurance Distribution.


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Customization
  • Dashboard
  • Property & Casualty
  • Quote Management
Platforms
  • Cloud Hosted
  • On Premises
  • Web-based

21. Xemplar Auto

Smartphone Telematics for Personal Auto Insurers


Insurance Agency Software
category
30 Days
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Booking Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Insurance Rating
  • Policy Management
  • Property & Casualty
  • Quote Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

22. MACAW AMS

Driving Digital transformation


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Claims Management
  • Commission Management
  • Contact Management
  • Customer Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management
  • Track Profits
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux

23. Nexsure Agency Management

Extend Your reach.Expland Your Business.


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
Features
  • Alerts/Reminders
  • Calendar & Task
  • Dashboard
  • Insurance Management
  • Policy Management
  • Property & Casualty
  • Quote Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

24. eBaoCloud

Full life cycle insurance distribution and policy processing platform available via cloud


Insurance Agency Software
category
N/A
software trial

N/A
price

Other Category
  • Insurance Agency Software
  • Policy Management Software
Features
  • Attestation
  • Policy Creation
  • Policy Training
  • Reports
  • Version Control
  • Workflow Management
  • Claims Management
  • Document Management
  • Life & Health
  • Policy Management
Platforms
  • Cloud Hosted
  • Web-based

25. NinjaQuoter

TERM LIFE INSURANCE QUOTERS, BUILT FOR CONVERSIONS.


Insurance Agency Software
category
30 Days
software trial

$19
price

Other Category
  • Insurance Agency Software
  • Quoting Software
Features
  • Contact Management
  • Customer Management
  • Insurance Rating
  • Life & Health
  • Quote Management
  • Automated Quoting
  • Contact Management
  • Customizable Branding
  • Pricing Management
  • Product Configurator
  • Quote Tracking
Platforms
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac

26. InsuredMine

Convert, Engage, and Retain


Insurance Agency Software
category
15 Days
software trial

$44
price

Other Category
  • Customer Engagement Software
  • Customer Experience Software
  • Customer Success Software
  • Email Marketing Software
  • Insurance Agency Software
Features
  • A/B Testing
  • Auto-Responders
  • CAN SPAM Compliance
  • Drip Campaigns
  • Mailing List Management
  • Operations Management
  • Templates
  • Subscriber Management
  • Booking Management
  • Claims Management
  • Contact Management
  • Customer Management
  • Document Management
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Track Profits
  • Account Management
  • Alert/Notification
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Onboarding
  • Revenue Management
  • Reporting & Analytics
  • Task Management
  • Churn Management
  • Communication Management
  • Community Management
  • Content Creation
  • Feedback Management
  • Gamification
  • Response Template
  • Reporting/Analytics
  • Self Services
  • Video Support
  • Action Management
  • Customer Segmentation
  • Dashboard
  • Knowledge Management
  • Predictive Analytics
  • Survey/Poll Management
  • Trend Analysis
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows