Top Insurance Agency Software Products

2,000+ businesses use Capterra each week to find the right software.


by ACAExpress

Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 2 minutes. View Profile

AgencyBloc is an agency management system designed specifically for health and life insurance agencies. CRM, Commissions Processing, and Marketing Automation tools allow you to manage your entire agency in one place. Organize your agency, improve lead management, manage your book-of-business, uncover missed commissions, automate email campaigns, and more! View Profile

Commission Tracker is specifically designed for Insurance agencies that sell group and individual benefits. CT is focused on managing the commissions paid to your agency by the carrier, as well as, the commissions owed to your producers. But it also does so much more... giving you detailed reports from every angle of your business. Many agencies begin by trying to track these commissions with Excel spreadsheets but soon find themselves unable to easily produce reports. View Profile

Cloud Predictive Dialer

by SafeSoft Solutions

A simple to use, yet robust predictive dialer and inbound call center software designed to accelerate productivity of every insurance agency. For just $49/seat (for the first month) you get unlimited minutes and up-time performance that's second to none. Call us for a free demo and increase your sales and contacts by 400% overnight. View Profile

We work with insurance agencies to automate referrals, retention, and online reviews. Find & leverage your most loyal promoters by inspiring them to refer you to their friends and family. Keep clients engaged with meaningful communication so they're less sensitive of price and more appreciative of you. Grow online reputation and drive warm prospects to your door by collecting and sharing positive testimonials and reviews. View Profile

Agency Master

by Agency Master Insurance Software

TRUCKING-AVIATION-PROPERTY: Commercial & Specialty Lines Insurance Agency Management System. WE ARE COMMERCIAL SPECIALISTS! Do you write specialty niche markets? Want a 100% PAPERLESS office with 1 place to look for a document? Create a Cert in seconds. 2 way integration with AeroQuote. Want a system that knows agency billing, premium finance, return premium & commission? Outlook integration, Customizable dropdowns, full accounting, invoicing, scanning, ACORD Forms, carrier web access & more! View Profile

THE SOLUTION to Your Client, Agency and Contact Management Needs! Developing Insurance Database Software Solutions Since 1979. View Profile

Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time. View Profile

A1 Tracker

by A1 Enterprise

New generation project software designed to meet unique business needs, bring value to your business, & streamline project management. View Profile

Snappii offers 80+ live business apps in 26 industries for every business. Get the mobile app for your business in days, not months. View Profile


by NowCerts

The new benchmark in insurance agency management: Secure, Intelligent, Intuitive, Affordable. Everything you need - nothing you don't! View Profile

Employee Navigator

by Employee Navigator

Employee Navigator is benefits HR and compliance software for brokers and their clients. View Profile

Insurance agency and client management software; the complete solution for managing your paper, your customers and your agency. View Profile

We make insurance broker & agent software easy to understand, manage and buy View Profile

Jenesis Software

by Jenesis Software

Insurance Agency Management System for agencies across the US with lots of awesome integrations to make agency life easier! View Profile

Advanced software framework providing contact management, policy administration, servicing, billing, claims tracking and premium acct. View Profile

Agency Systems

by Agency Systems

Complete Insurance agency management system. All download capabilities, ACORDS, submissions and integrates with most rating software. View Profile


by Xanatek

Agency management with document imaging including ACORD, carrier download, scheduling and more. View Profile


by ITmarkerz

User friendly software for insurance brokers,insurance agents and insurance broking company. View Profile


by Impowersoft

Web-based innovative CRM-based agency management system with built in marketing, text messaging, mobile application and more. View Profile

Agency Matrix

by Agency Matrix

Insurance agency management software that allows you to manage your book of business, your staff and your office from anywhere. View Profile

Software for Insurers and Brokers. Commercial and Personal Lines, Sales, Claims and Administration Platform View Profile


by Agency Business Systems

Features a calendar, reminders for employees, task lists, reports, logs, and more for as little as $400 a year. View Profile

Agency Access Pro

by Agency Access Pro

Agency Management System software for your insurance agency that works! View Profile

Agency Anywhere

by Choices Software

Latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc. $250/yr per user View Profile

Agency AutomationTEAM

by Agency AutomationTEAM

Very easy to implement and learn, this software improves workflow and automates all necessary tasks. View Profile

Business management software for insurance agencies with CRM, lead management, and commission tracking capabilities. View Profile

Agent Intelligence

by Online Database Solutions

Internet-based administration solution for the life insurance industry. View Profile


by AgentCubed

Founded with the goal of creating an unrivaled lead management and CRM solution designed specifically for the insurance industry. View Profile


by EZLynx

Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System. View Profile

Nexsure Agency Management

by XDimensional Technologies

Nexsure is a powerful cloud platform for running, growing, and managing your insurance agency. View Profile


by SPI Software Solutions

Commission management software for the insurance industry. View Profile

Agency management, employer/employee benefit portals, customizable agency e-mail marketing tools. View Profile


by InsPal

Modular system with role-based functionality that could be adjusted to individual brokers or company team leads. View Profile

An all-in-one agency software solution. View Profile


by Assurance Systems

A complete web-based system that integrates agency management and document storage all in one easy-to-use program. View Profile

AGEman Office

by AGEman Solutions

Life insurance agency back office system for new business, inforce, commission and agent compliance. Meets ACORD and CITS standards. View Profile

Agency Impact

by Agency Impact

Affordable web-based insurance agency management system designed for personal and commercial lines of business. View Profile


by Norvax

Our agency management software imports and distributes leads automatically, creates reports, sends alerts, creates quotes, and more. View Profile

We make it easy for insurance agents to launch and manage a quality website. We provide you with proven designs to content to hosting. View Profile

All Lines Policy Processing System

by AGO Insurance Software

A full software suite for every P&C line of business, including workers' compensation, claims tracking, and A/R billing. View Profile


by AllClients

Online CRM and contact management software starting at $19 per month. Ideal for insurance and real estate agencies & mortgage lenders. View Profile


by Hoffman Computer Systems

Agency Management Software with policy tracking, full client accounting, commission tracking, coverage screens, etc. View Profile

Arkus POS

by Arkus Software Solutions

Web-enables insurance company's most vital processes, like policy admin, sales and much more. View Profile


by Agency Management Resource Group

We customize our solutions to help your business improve in any way needed. View Profile

ARS Manager

by Agency Rating Systems

An agency managemensystem designed for agencies writing direct bill auto and collecting payments in their office. View Profile


by Astonish Results

This software is designed to assist with web marketing. 85 percent of insurance purchases are online, so marketing online helps. View Profile

Automated Group Benefits

by AGB Business Services

General agent management software for the employee benefits business. View Profile

Bonus 2000

by Vanguard Business Systems

A commissions tracking program for the insurance industry, keep track of all of your sales and applications. View Profile

Broker Business Management System

by Empirical Efficiency

BBMS is a cloud platform that allows an insurance broker to securely operate his business from anywhere with any device View Profile

Canary AMS

by TechCanary

Tech Canary is a technology company that provides software solutions specifically to insurance agencies and agents. View Profile

Claims and Risk Management Software Suite

by NTT DATA Figtree Systems

Complete risk management processing together with full insurance administration. View Profile


by Datum Solution

Complete insurance agency management with billing, endorsements, renewals, claims, payables, receivables, general ledger and more. View Profile


by Systeme Software

This web-based software asks for the state the customer is in, so he only has to fill out the necessary information for that state. View Profile


by Applied Systems

Applied DORIS is an easy-to-use online agency management system enabling smaller agencies to remain competitive and grow their business View Profile


by Ebix

Web-based model management system with accounting capabilities for agencies and brokerage houses. View Profile


by North American Software Associates

Advanced, multi-line management system that is complete, comprehensive, fully integrated, easy-to-learn and practical. View Profile


by Evolution Agency Management

Combining old and new trends, this software includes features like document management, T-filing, General Ledger, and a calendar. View Profile


by InsuraTek

Premium audit application; presents all the screens necessary to capture audit data in a linear fashion. View Profile



Suite of front office solutions for the property & casualty market. View Profile


by NTT DATA FA Insurance Systems

FirstGen is an end-to-end Policy Administration System for P&C, Life, Reinsurance. View Profile


by Insurance Technologies

Simplify the selling process while giving agents tools for professional and compliant sales. View Profile


by FormFire

A practical broker-centric technology that creates a streamlined digital pipeline for your agency. View Profile


by Tritech Financial Systems

Client-based system supporting all lines of business and multiple companies, branches, states and languages. View Profile



Internet-based Agency Management System. Allows agents to quote, rate and issue policies online. View Profile


by IDP

Best-of-breed billing solution, built with browser-based access for employees at all levels of the company, agents and insureds. View Profile


by Asian Business Solutions

Insurance brokerage system that delivers insurance coverage, collections, remittance, claims processing, and online financial reports. View Profile


by Imprezzio

Imprezzio is an insurance marketing automation suite that includes lead management, sales management & reporting analysis View Profile


by Hewlett-Packard

A fully integrated insurance processing solution that provides comprehensive client-focused support. View Profile


by Fadata

Information system for all fields of insurance; policy administration and claims settlement. View Profile

InsPro Enterprise Platform

by InsPro Technologies

Web-based enterprise insurance administration system designed for both the group and individual insurance verticals. View Profile



A web portal for insurance brokers to improve international insurance program management and increase client satisfaction. View Profile

Insurance Distributor Suite

by VUE Software

Web-based all-in-one distribution management platform for MGA's, marketing and insurance agencies in health and life segments. View Profile

Insurance Management System

by Concord Information Systems

Manages submissions and quotes, policies and premiums, claims, losses payable and premiums receivable. View Profile

Web-based solution for policy management, claims processing and insurance agency administration. View Profile

Insurance Program

by Insurance Software Services

We build a custom software to fit your exact needs. Gives you regular status updates to help you manage your business better. View Profile

Insurance Software

by Oceanwide

Automate, control and optimize the distribution of your insurance products. View Profile

InsurancePlus Software Series

by United Systems and Software

Robust software for underwriting, new business processing, policy services, billing, agent commissions, and claims adjudication. View Profile


by ProSoftware

Affordable, powerful and easy to use Agency Management and Accounting Software system. View Profile


by Insurance Technologies Corporation

Agency management system designed for independent insurance agencies and brokers. View Profile


by My1HR

The platform allows you to enroll applicants on FFM as the broker from a custom branded site as well as a full suite of insurance tools View Profile

ISI Enterprise

by Insurance Systems

Comprehensive software solution to run your property and casualty insurance company. View Profile


by SunGard

Front office, policy administration, reinsurance, actuarial calculations, financial, investment and statutory accounting, reporting. View Profile


by Business Assistant

Management, marketing and tracking software designed to assist independent agents and agencies track and run their agency efficiently. View Profile


by Mandon Software

Provides a complete solution for managing your database of quotations and policies. View Profile

My Insurance Center

by Cover-All Technologies

A portal application developed for insurance agents, brokers & carriers. View Profile


by Syan

Integrated system providing full administration facilities for all providers of general insurance products. View Profile


by PAULMAR Software

Premium accounting and solvency management software application for insurance trust accounting sector. View Profile

Odyssey Management System

by Insurance Technology Consultants

Provides policy maintenance, premium accounting, general ledger reporting, premium statistical, and more. View Profile

OneApp Agency

by OneApp Agency

Software designed specifically for insurance agencies to help manage licenses, carrier appointments, CE, insurance contracts and more. View Profile


by OMNIX Software Solutions

Internet-based insurance agent administration system for policy underwriting. View Profile


by Policy Administration Solutions

Full policy, claims, and accounting solution for carriers. View Profile

Policy Handler

by JW Software

Designed to support all phases of the policy lifecycle, for example ,application processing, issuance, commissions, billing and audits. View Profile

Policy Pro

by RMT Technology

Insurance broker management system, CRM & financials. View Profile


by City Computers

Insurance software system with underwriting, claims, accounting and reporting functions. View Profile


by 3i Infotech

Integrated insurance management solution that supports all functions of an insurance company on an integrated platform. View Profile


by Vertafore

Vertafore Agency Platform Enabling modern agencies to retain customers, maximize profitability, and successfully manage all lines View Profile


by Computer Science Software

Practice management solution aimed at insurance brokers (life, health and short term) and asset managers. View Profile


by QQ Solutions

Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs. View Profile

Manages finance, compares rates, produces accurate quotes quickly, and manages many other aspects of an agency. View Profile

Relay 360

by Relay Software

Back office insurance broker system incorporating client/company accounting, administration, diary and more. View Profile


by Kaleida

Cloud-hosted software for real-time underwriting, rating and price distribution across multiple sales channels. View Profile

Sales Tracking

by Smadi Softwares

Insurance agency internal management system and sales tracking. View Profile

Securum Insurance Software

by eGoVisa Services

Securum is specifically designed to make it easier and more profitable for organisations to do business via the internet View Profile


by SimpleSolve

From managing policy information to establishing unique business rules, this suite is designed to be user-friendly. View Profile


by Sircon

Sircon serves the insurance industry by linking stakeholders via electronic communication and streamlined processes. View Profile


by Innovative IT Solutions

Allows insurance companies to conduct business with state insurance regulatory departments. View Profile



A system that permits the service and administration of sales completely personalized through the telephone. View Profile


by Dream Tekis Software

A web browser-based life insurance management system that supports end-to-end business processes of life insurance. View Profile

Solartis Platform

by Solartis

A web based online quoting and straight through policy processing system for P&C and Life/Health insurance companies. View Profile

Special Agent

by Special Agent

Insurance agency management software; client services, ACORD forms, accounting, reports, and more. View Profile

The Administrator

by LIDP Consulting Services

Comprehensive, client-oriented, online, real-time administration system. View Profile

The Agency Advantage

by Advantage Information Systems

Powerful, easy to use, agency management software with all of the features and tools agents want and expect. View Profile

The Tricast Suite

by Tricast

Enables a full coverage of business intelligence needs of an insurance company. View Profile


by TIA Technology

Comprehensive, fully flexible, insurance application for insurers and brokers; continuous upgrade and maintenance. View Profile


by Comtec Global

SOA end-to-end comprehensive web-based modular system. Rules-based, table-driven architecture is scalable and easy to customize. View Profile

TL LeadManager

by Senior Direct

Web-based contact management software with sales reporting, leads analysis and monitoring for life and health insurance industry. View Profile


by Transactor Global Solutions

Transactor offers a suite of insurance software products to cover every facet of the policy lifecycle. View Profile


by VRC Insurance Systems

Solution that encompasses: policy administration, claims, rating, CRM, client self service and all other facets of servicing. View Profile


by VirtGroup

Web-based agency management system for Canadian market. Includes commission tracking, document management, and more. View Profile


by Zane Benefits

Online health benefits software that provides defined contributions, payroll integration, and automated compliance with regulations. View Profile

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