# Best Insurance Software 2026 | Capterra > Find the top Insurance software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/insurance-agency-software/ --- # Best Insurance Software Last updated on July 27, 2026 How to find the right Insurance Software? Learn more from our team about Insurance Software pricing features and benefits in our Insurance Buyers Guide Verified Insights Provider data verified by our Software Research team and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) ## What is insurance agency software? Researched by: [Capterra](https://www.capterra.com/resources/author/capterra/) Updated on July 27, 2026 [Insurance agency software](https://www.capterra.com/insurance-agency-software/) offers unified [CRM](https://www.capterra.com/customer-relationship-management-software/) and [marketing automation](https://www.capterra.com/marketing-automation-software/) capabilities to help insurance agencies oversee their operations. It offers features that enable insurance agents to manage relationships with existing clients as well as prospects.  This type of software also helps to improve marketing efforts and automates back-office operations, such as commission processing, client communication, and claims verification. Key features are appointment scheduling, e-signature, general accounting, and business reporting. * * * For more information consult our [Insurance Buyers Guide](#buyers-guide-content) ## Financial Services Cloud Rating: 4.8 out of 5 (6 reviews) Profile: [Financial Services Cloud](https://www.capterra.com/p/166075/Financial-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Streamline agency or brokerage service operations and drive growth on a connected, AI-powered platform. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $325.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Client Management: 5.0 rating - Client Portal: 5.0 rating - Contact Database: 5.0 rating - Contact Management: 5.0 rating #### Lowest rated features - Insurance Policy Management: 5.0 rating - Lead Management: 5.0 rating - Pipeline Management: 5.0 rating ### Gallery tab Ease of use: 4.3 out of 5 (6 reviews) ### Integrations tab Financial Services Cloud connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/166075/Financial-CRM/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.4 rating - QuickBooks Online: 4.3 rating - Xero: 4.4 rating - SAP Concur: 4.3 rating - QuickBooks Online Advanced: 4.4 rating - Sage Intacct: 4.3 rating - Workato: 4.6 rating - Professional Services Cloud: 4.0 rating - Chargent: 4.0 rating --- ## Jenesis Software Rating: 4.7 out of 5 (284 reviews) Profile: [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Jenesis offers an insurance agency management system, website design, and digital marketing services to insurance agencies. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Pros: - Simple and efficient operation - Highly user-friendly interface Cons: - Recurring technical glitches #### Starting price Starting price: $70.00 Pricing details: Per User, Per Month Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Insurance Policy Management: 4.9 rating - Policy Management: 4.9 rating - Document Management: 4.9 rating - Contact Management: 5.0 rating #### Lowest rated features - Claims Management: 4.5 rating - Insurance Rating: 4.5 rating - Audit Trail: 4.6 rating - Commission Management: 4.8 rating #### Feature-related review snippet Reviewer: Cassie H. Reviewer details: Insurance, 1-10 employees Published: January 8, 2024 > "Jenesis is very user friendly and tracks everything." ### Gallery tab Ease of use: 4.7 out of 5 (284 reviews) #### Related review snippet Reviewer: Md Mahbubul Alam J. Reviewer details: Insurance, 1-10 employees Published: June 16, 2026 > "Jenesis Software is a highly intuitive, easy-to-use insurance agency management system (AMS) tailored for small to mid-sized independent agencies." ### Integrations tab Jenesis Software connects with 13+ software tools. [See all integrations](https://www.capterra.com/p/119068/Jenesis-Software/#integrations) #### Most popular integrations - Gmail: 4.8 rating - Docusign: 4.7 rating - QuickBooks Desktop: 4.4 rating - Microsoft Outlook: 5.0 rating - QuickBooks Online Advanced: 4.4 rating - Formstack Sign: 3.5 rating #### Integrations-related review snippet Reviewer: Ellen F. Reviewer details: Insurance, Self-employed Published: June 29, 2021 > "I like the customizable dashboard, Acord form integration and the simplicity of the Calendar!" --- ## BindHQ Rating: 4.3 out of 5 (12 reviews) Profile: [BindHQ](https://www.capterra.com/p/148106/BindHQ/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? BindHQ’s lightning-fast, modern, agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $300.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Insurance Policy Management: Available - Document Management: Available - Activity Tracking: Available - Commission Management: Available - Contact Management: Available - Policy Management: Available - Self Service Portal: Not available - Quotes/Estimates: Available - Workflow Management: Available - Claims Management: Not available - Audit Trail: Available - Insurance Rating: Available ### Gallery tab Ease of use: 4.5 out of 5 (12 reviews) ### Integrations tab BindHQ connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/148106/BindHQ/#integrations) #### Most popular integrations - Slack: 4.7 rating - Mailchimp: 4.5 rating - Google Workspace: 4.7 rating - Microsoft 365: 4.6 rating - Docusign: 4.7 rating - Google Maps: 4.7 rating - ePayPolicy: 4.9 rating --- Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. ## Applied Epic Rating: 4.2 out of 5 (141 reviews) Profile: [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting. #### Rating breakdown - Ease of Use: 3.8 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.1 out of 5 - Value for Money: 3.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $1000.00 Pricing details: One Time Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Insurance Policy Management: 4.2 rating - Document Management: 3.9 rating - Commission Management: 4.0 rating - Policy Management: 3.8 rating #### Lowest rated features - Quotes/Estimates: 2.6 rating - Workflow Management: 3.5 rating - Insurance Rating: 3.3 rating - Contact Management: 3.8 rating ### Gallery tab Ease of use: 3.8 out of 5 (141 reviews) #### Related review snippet Reviewer: Laura B. Reviewer details: Insurance, 1-10 employees Published: January 6, 2026 > "Creating task, digital marketing to clients and client based applications, really brings a new level of customer service." ### Integrations tab Applied Epic connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/70671/Applied-Epic/#integrations) #### Most popular integrations - Microsoft Outlook: 4.0 rating - Clarity Wave: 4.9 rating #### Integrations-related review snippet Reviewer: sandeep S. Reviewer details: Insurance, 201-500 employees Published: January 8, 2022 > "It is a great integration app. " --- ## AgencyBloc AMS+ Rating: 4.7 out of 5 (129 reviews) Profile: [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $109.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Lead Management: 4.5 rating - Contact Management: 4.2 rating - Insurance Policy Management: 4.0 rating - Activity Tracking: 4.8 rating #### Lowest rated features - API: 1.0 rating - Client Management: 1.0 rating - Policy Management: 1.0 rating - Document Management: 4.3 rating #### Feature-related review snippet Reviewer: Lea-Ann S. Reviewer details: Insurance, 1-10 employees Published: February 8, 2024 > "I feel that AgencyBloc's highlights are: easy navigation, communication through the activities feature is a valuable feature with our agents working from various locations, and policy information/data storage is a resource for current and past policies. " ### Gallery tab Ease of use: 4.7 out of 5 (129 reviews) #### Related review snippet Reviewer: Lea-Ann S. Reviewer details: Insurance, 1-10 employees Published: February 8, 2024 > "I feel that AgencyBloc's highlights are: easy navigation, communication through the activities feature is a valuable feature with our agents working from various locations, and policy information/data storage is a resource for current and past policies. " ### Integrations tab AgencyBloc AMS+ connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#integrations) #### Most popular integrations - Zapier: 4.7 rating - Microsoft Outlook: 4.5 rating - Five9: 4.2 rating - Employee Navigator: 2.0 rating - Ease: 4.5 rating - Intulse: 4.3 rating - ClientCircle: 5.0 rating --- ## Macaw Rating: 3.6 out of 5 (22 reviews) Profile: [Macaw](https://www.capterra.com/p/167497/Macaw/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Macaw supports end to end operations for Brokers and MGAs with robust and flexible CRM, product definition and underwriting components. #### Rating breakdown - Ease of Use: 3.2 out of 5 - Customer Service: 3.6 out of 5 - Features: 3.2 out of 5 - Value for Money: 3.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Other, Per Year Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Policy Management: 4.7 rating - Commission Management: 4.3 rating - Document Management: 4.3 rating - Insurance Policy Management: 4.5 rating #### Lowest rated features - Contact Management: 4.0 rating - Reminders: 4.0 rating - Workflow Management: 4.5 rating - Quotes/Estimates: 5.0 rating ### Gallery tab Ease of use: 3.2 out of 5 (22 reviews) #### Related review snippet Reviewer: Verified R. Reviewer details: Insurance, 11-50 employees Published: July 8, 2025 > "Using Macaw has significantly improved productivity and simplified complex tasks." ### Integrations tab Macaw connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/167497/Macaw/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Microsoft 365: 4.0 rating - Docusign: 4.5 rating - Google Analytics 360: 4.0 rating - Act-On: 4.0 rating - Mailgun: 4.3 rating - Docmosis: 4.0 rating --- ## GO-INSUR Profile: [GO-INSUR](https://www.capterra.com/p/190680/GO-INSUR/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Agile cloud platform for commercial brokers & MGAs. Launch niche products fast, automate quote-and-bind, and manage policy lifecycles. #### Pros and cons based on reviews Not available #### Starting price Starting price: £5000.00 Pricing details: Flat Rate, One Time Free trial: Yes Free demo: Yes ### Features tab #### Most popular features - Insurance Policy Management: Available - Document Management: Available - Activity Tracking: Available - Commission Management: Available - Contact Management: Available - Policy Management: Available - Self Service Portal: Available - Quotes/Estimates: Available - Workflow Management: Available - Claims Management: Available - Audit Trail: Available - Insurance Rating: Available ### Gallery tab ### Integrations tab GO-INSUR connects with 15+ software tools. [See all integrations](https://www.capterra.com/p/190680/GO-INSUR/#integrations) #### Most popular integrations - Docusign: 4.7 rating - HubSpot CRM: 4.5 rating - Google Cloud: 4.7 rating - Microsoft Power BI: 4.6 rating - Sage CRM: 3.6 rating - Worldpay for Enterprise: 3.3 rating - Umbraco CMS: 4.2 rating - Worldpay for Platforms: 4.2 rating - Sitecore: 4.7 rating --- ## NextAgency Rating: 4.9 out of 5 (41 reviews) Profile: [NextAgency](https://www.capterra.com/p/171245/NextAgency/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? NextAgency: the agency management system you'd design. Built for Life & Health agencies. Easy to customize and use. With great support. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $85.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Insurance Policy Management: 4.9 rating - Contact Management: 4.7 rating - Commission Management: 5.0 rating - Document Management: 5.0 rating #### Lowest rated features - Activity Tracking: 4.0 rating - Lead Management: 4.5 rating - Policy Management: 4.7 rating - API: 5.0 rating ### Gallery tab Ease of use: 4.8 out of 5 (41 reviews) #### Related review snippet Reviewer: Rachel B. Reviewer details: Insurance, Self-employed Published: April 2, 2026 > "My overall experience was amazing ~ I was able to input all the necessary data for my clients with ease of use and it was always at my fingertips" ### Integrations tab NextAgency connects with 8+ software tools. [See all integrations](https://www.capterra.com/p/171245/NextAgency/#integrations) #### Most popular integrations - Gmail: 4.8 rating - Zapier: 4.7 rating - Microsoft Outlook: 5.0 rating - Employee Navigator: 4.6 rating - Ease: 5.0 rating - Intulse: 4.4 rating - BerniePortal: 4.3 rating - Greminders: 4.7 rating --- ## Bitrix24 Rating: 4.2 out of 5 (997 reviews) Profile: [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Bitrix24 is #1 free insurance agency management platform used by 15 million teams. Cloud, mobile, and open source. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Integrated team communication tools - Comprehensive team collaboration platform Cons: - Delayed and limited customer support - Frequent bugs and technical issues #### Starting price Starting price: $69.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Insurance Policy Management: Not available - Document Management: Available - Activity Tracking: Available - Commission Management: Available - Contact Management: Available - Policy Management: Available - Self Service Portal: Available - Quotes/Estimates: Available - Workflow Management: Available - Claims Management: Not available - Audit Trail: Available - Insurance Rating: Not available #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Non-Profit Organization Management, 11-50 employees Published: December 4, 2025 > "The user interace was mostly intuitive and easy to use." ### Gallery tab Ease of use: 4.0 out of 5 (997 reviews) #### Related review snippet Reviewer: Ramadhan A. Reviewer details: Education Management, 11-50 employees Published: June 25, 2026 > "Bitrix24 provides a comprehensive set of tools for collaboration, task management, communication, and workflow coordination in a single platform." ### Integrations tab Bitrix24 connects with 83+ software tools. [See all integrations](https://www.capterra.com/p/113540/Bitrix24/#integrations) #### Most popular integrations - Dropbox: 4.5 rating - Gmail: 4.7 rating - Docusign: 5.0 rating - Box: 4.4 rating - Google Calendar: 4.8 rating - Microsoft Outlook: 4.5 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Building Materials, 10,001+ employees Published: April 13, 2026 > "We can recommend viasocket as a convenient and flexible no/low-code solution for configuring integrations between business applications." --- ## EngageBay CRM Rating: 4.7 out of 5 (908 reviews) Profile: [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Pros: - Affordable all-in-one platform - Time-saving automation features Cons: - Occasional bugs and workflow disruptions - Email delivery and quota restrictions #### Starting price Starting price: $14.99 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Contact Management: 4.0 rating - Lead Management: 4.0 rating #### Feature-related review snippet Reviewer: matt A. Reviewer details: Financial Services, 1-10 employees Published: February 17, 2025 > "Affordable, all-in-one CRM with great automation, intuitive interface, and responsive support." ### Gallery tab Ease of use: 4.5 out of 5 (908 reviews) #### Related review snippet Reviewer: Jason W. Reviewer details: Marketing and Advertising, 11-50 employees Published: September 24, 2025 > "The CRM pipeline management is straightforward and easy for the team to adopt, email segmentation and automation have improved our campaigns results noticeably, constant update the platform keeps improving without extra charge." ### Integrations tab EngageBay CRM connects with 32+ software tools. [See all integrations](https://www.capterra.com/p/178819/EngageBay-Marketing/#integrations) #### Most popular integrations - Google Drive: 4.9 rating - Mailchimp: 4.5 rating - Shopify: 4.5 rating - HubSpot CRM: 4.5 rating - Zendesk Suite: 4.4 rating - Zapier: 4.7 rating #### Integrations-related review snippet Reviewer: Nishant M. Reviewer details: Marketing and Advertising, 501-1,000 employees Published: August 9, 2024 > "Overall, EngageBay has significantly enhanced my productivity and efficiency with its excellent user interface and robust external integration options." --- ## ePayPolicy Rating: 4.9 out of 5 (258 reviews) Profile: [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Faster, Easier, Integrated Insurance Payment Services #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Pros: - Intuitive and efficient platform - Responsive and helpful support team Cons: - High transaction and service fees #### Starting price Starting price: $25.00 Pricing details: Per Feature, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Activity Tracking: 4.7 rating - Self Service Portal: 4.8 rating - Insurance Policy Management: 4.7 rating - Contact Management: 4.5 rating #### Lowest rated features - Reminders: 4.0 rating - Commission Management: 4.5 rating - Access Controls/Permissions: 4.0 rating - Customizable Fields: 4.0 rating #### Feature-related review snippet Reviewer: Tara E. Reviewer details: Insurance, 11-50 employees Published: June 1, 2026 > "The simplicity of sending clients a link for payment has been great. " ### Gallery tab Ease of use: 4.9 out of 5 (258 reviews) #### Related review snippet Reviewer: Paul E G. Reviewer details: Insurance, Self-employed Published: September 11, 2025 > "What I like most is I can invoice the customer and give them an option to pay EFT or credit card with a 3.5 fee. Or EFT with a $5.00 charge. If the customer doesn't replay I have the capacity to send them another invoice." ### Integrations tab ePayPolicy connects with 8+ software tools. [See all integrations](https://www.capterra.com/p/198072/ePayPolicy/#integrations) #### Most popular integrations - NowCerts: 5.0 rating - HawkSoft CMS: 4.8 rating - Vertafore AMS360: 4.9 rating - QQCatalyst: 4.0 rating - Applied CSR24: 4.6 rating - BindHQ: 4.3 rating #### Integrations-related review snippet Reviewer: Clay D. Reviewer details: Insurance, 1-10 employees Published: September 11, 2025 > "Site integrations are very robust and we're able to plug in other tools like premium finance and back end processing." --- ## Workday Adaptive Planning Rating: 4.5 out of 5 (232 reviews) Profile: [Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Workday Adaptive Planning is a financial planning and analysis platform for businesses of all sizes. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per User Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Workflow Management: 5.0 rating #### Feature-related review snippet Reviewer: Anna C. Reviewer details: Financial Services, 1,001-5,000 employees Published: February 5, 2026 > "I like working with the front and back end interface. " ### Gallery tab Ease of use: 4.2 out of 5 (232 reviews) #### Related review snippet Reviewer: Nancy N. Reviewer details: Information Technology and Services, 11-50 employees Published: June 29, 2026 > "Again, this tool offers powerful financial reporting and analytics features." ### Integrations tab Workday Adaptive Planning connects with 6+ software tools. [See all integrations](https://www.capterra.com/p/130072/Adaptive-Insights/#integrations) #### Most popular integrations - Microsoft Excel: 5.0 rating - Salesforce Sales Cloud: 4.4 rating - Microsoft 365: 4.6 rating - Dynamics 365: 4.4 rating - Sage Intacct: 5.0 rating - Oracle Cloud Financials: 5.0 rating #### Integrations-related review snippet Reviewer: Joel S. Reviewer details: Pharmaceuticals, 10,001+ employees Published: February 4, 2025 > "The office connect add on for excel is really helpful and makes it very easy to switch between different dimensions of data and dissecting." --- ## Indio Rating: 4.5 out of 5 (230 reviews) Profile: [Indio](https://www.capterra.com/p/178007/Indio/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Indio simplifies the P&C insurance application and renewal process for agents by creating a fully digital, modern customer experience. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $500.00 Free trial: No Free demo: No ### Features tab #### Most popular features - Insurance Policy Management: Not available - Document Management: Available - Activity Tracking: Available - Commission Management: Not available - Contact Management: Available - Policy Management: Not available - Self Service Portal: Available - Quotes/Estimates: Not available - Workflow Management: Not available - Claims Management: Not available - Audit Trail: Not available - Insurance Rating: Not available #### Feature-related review snippet Reviewer: Karen F. Reviewer details: Insurance, 51-200 employees Published: August 23, 2021 > "Indio is very informative and easy to setup. " ### Gallery tab Ease of use: 4.4 out of 5 (230 reviews) #### Related review snippet Reviewer: Kathy T. Reviewer details: Insurance, 51-200 employees Published: August 13, 2021 > "It's hard to use at first but once you get a hang of it, it makes the job much easier." ### Integrations tab Indio connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/178007/Indio/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.4 rating - Clarity Wave: 4.9 rating #### Integrations-related review snippet Reviewer: Angela K. Reviewer details: Insurance, 201-500 employees Published: September 30, 2020 > "Easy to use and integrates with Epic." --- ## NowCerts Rating: 4.8 out of 5 (150 reviews) Profile: [NowCerts](https://www.capterra.com/p/132779/NowCerts/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Momentum AMP (Agency Management Platform), a comprehensive experience designed to support you at every turn. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $99.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Commission Management: 5.0 rating - Insurance Policy Management: 5.0 rating - Claims Management: 5.0 rating - Contact Management: 5.0 rating #### Lowest rated features - Client Portal: 2.0 rating - Document Management: 4.7 rating - Activity Tracking: 5.0 rating - Policy Management: 5.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (150 reviews) #### Related review snippet Reviewer: Stacey C. Reviewer details: Insurance, 1-10 employees Published: October 1, 2025 > "I have also made friends there since it was quite the steep learning experience for me." ### Integrations tab NowCerts connects with 11+ software tools. [See all integrations](https://www.capterra.com/p/132779/NowCerts/#integrations) #### Most popular integrations - Google Drive: 4.8 rating - Gmail: 4.8 rating - OneDrive: 4.0 rating - Zapier: 4.7 rating - Keap: 4.1 rating - QuickBooks Online Advanced: 4.4 rating - airSlate SignNow: 4.6 rating - Twilio: 4.4 rating - TurboRater: 4.3 rating --- ## Creatio CRM Rating: 4.7 out of 5 (149 reviews) Profile: [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Best-in-class financial services CRM and workflow platform with no-code and AI at its core. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $40.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Insurance Policy Management: Not available - Document Management: Available - Activity Tracking: Available - Commission Management: Available - Contact Management: Available - Policy Management: Available - Self Service Portal: Not available - Quotes/Estimates: Available - Workflow Management: Available - Claims Management: Not available - Audit Trail: Not available - Insurance Rating: Not available #### Feature-related review snippet Reviewer: Vine S. Reviewer details: Biotechnology, 51-200 employees Published: June 15, 2026 > "Ease of use and how accessible it is for any person regardless of their technical level to start implementing features." ### Gallery tab Ease of use: 4.7 out of 5 (149 reviews) #### Related review snippet Reviewer: Eduardo C. Reviewer details: Computer Software, 11-50 employees Published: June 14, 2026 > "From a technology perspective, it provides the governance, scalability, integration capabilities, and enterprise architecture needed to support long-term growth." ### Integrations tab Creatio CRM connects with 21+ software tools. [See all integrations](https://www.capterra.com/p/130149/bpm-online-CRM/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - Mailchimp: 4.5 rating - Gmail: 4.8 rating - Google Calendar: 5.0 rating - Microsoft Word: 4.7 rating - Microsoft Outlook: 4.5 rating - Meta for Business: 4.4 rating - Twitter/X: 4.5 rating - Google Contacts: 4.7 rating --- ## Agency Matrix Rating: 3.7 out of 5 (103 reviews) Profile: [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Agency Matrix helps personal lines agencies streamline tasks, boost efficiency, and manage more clients. #### Rating breakdown - Ease of Use: 3.7 out of 5 - Customer Service: 3.4 out of 5 - Features: 3.4 out of 5 - Value for Money: 3.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Document Management: 3.0 rating - Insurance Policy Management: 2.7 rating - Activity Dashboard: 3.0 rating - Workflow Management: 2.4 rating #### Lowest rated features - Quotes/Estimates: 1.7 rating - Commission Management: 2.0 rating - Lead Management: 2.0 rating - Contact Management: 2.7 rating ### Gallery tab Ease of use: 3.7 out of 5 (103 reviews) #### Related review snippet Reviewer: Chris C. Reviewer details: Insurance, Self-employed Published: October 6, 2025 > "Tech support and customer service were both great - and that's good because you WILL need tech support!" ### Integrations tab Agency Matrix connects with 8+ software tools. [See all integrations](https://www.capterra.com/p/50949/Agency-Matrix/#integrations) #### Most popular integrations - Microsoft Outlook: 4.5 rating - Nextiva: 4.6 rating - Vonage Business Communications: 4.0 rating - TurboRater: 4.3 rating - Jive: 4.0 rating - Fiserv: 3.6 rating - Comm-unity: 3.5 rating - QuoteRush: 4.0 rating --- ## A1 Tracker Rating: 4.9 out of 5 (80 reviews) Profile: [A1 Tracker](https://www.capterra.com/p/166909/A1-Tracker/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $200.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Audit Trail: 4.5 rating - Activity Tracking: 5.0 rating - Document Management: 5.0 rating - Insurance Policy Management: 5.0 rating #### Lowest rated features - Policy Management: 5.0 rating - Quotes/Estimates: 5.0 rating - Self Service Portal: 5.0 rating - Third-Party Integrations: 5.0 rating #### Feature-related review snippet Reviewer: Steven R. Reviewer details: Construction, 201-500 employees Published: September 15, 2023 > "Sandbox design and endless customization is where A1 truly shines. While we may not be the primary demographic for A1, they still worked with us to satisfy all of the needs of our business." ### Gallery tab Ease of use: 4.8 out of 5 (80 reviews) #### Related review snippet Reviewer: Shay S. Reviewer details: Banking, 1-10 employees Published: September 4, 2025 > "We used the program for claims management, and we liked the ability to customize the fields and pages to our liking." ### Integrations tab A1 Tracker connects with 5+ software tools. [See all integrations](https://www.capterra.com/p/166909/A1-Tracker/#integrations) #### Most popular integrations - Cisco Duo: 4.7 rating - SAP Business One: 4.3 rating - SYSPRO: 5.0 rating - Microsoft Entra ID: 4.7 rating - Azure Active Directory External Identities: 4.0 rating --- ## EZLynx Rating: 3.7 out of 5 (75 reviews) Profile: [EZLynx](https://www.capterra.com/p/102928/EZLynx/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle. #### Rating breakdown - Ease of Use: 3.7 out of 5 - Customer Service: 3.3 out of 5 - Features: 3.4 out of 5 - Value for Money: 3.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Insurance Policy Management: 3.4 rating - Document Management: 3.3 rating - Policy Management: 3.4 rating - Quotes/Estimates: 3.1 rating #### Lowest rated features - Commission Management: 2.2 rating - Self Service Portal: 3.0 rating - Alerts/Notifications: 1.0 rating - Claims Management: 3.3 rating ### Gallery tab Ease of use: 3.7 out of 5 (75 reviews) #### Related review snippet Reviewer: Shaun M. Reviewer details: Insurance, 1-10 employees Published: February 19, 2026 > "This means I can get back to prospects while they're still hot, not three days later when they've already moved on to the next agent." ### Integrations tab EZLynx connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/102928/EZLynx/#integrations) #### Most popular integrations - Gmail: 4.8 rating - Microsoft Outlook: 4.3 rating - Velocify: 4.3 rating #### Integrations-related review snippet Reviewer: Gretchen F. Reviewer details: Insurance, 11-50 employees Published: November 3, 2022 > "The ability to put information into one system for easy quoting, the integration with our management system was good" --- ## HawkSoft CMS Rating: 4.5 out of 5 (64 reviews) Profile: [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Our unique partnership philosophy drives our systems 97% recommendation rate and 18-year average agency retention. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $250.00 Pricing details: Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Insurance Policy Management: 4.8 rating - Commission Management: 4.7 rating - Claims Management: 4.3 rating - Document Management: 4.5 rating #### Lowest rated features - Insurance Rating: 3.7 rating - Quotes/Estimates: 3.7 rating - Contact Management: 5.0 rating ### Gallery tab Ease of use: 4.3 out of 5 (64 reviews) #### Related review snippet Reviewer: Gretchen F. Reviewer details: Insurance, 11-50 employees Published: October 20, 2022 > "Hawksoft makes it easy to find clients and manage other items the clients need all in one place and is user friendly." --- ## Compulife Quote Software Rating: 4.9 out of 5 (61 reviews) Profile: [Compulife Quote Software](https://www.capterra.com/p/81783/Compulife-Quote-Software/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Life insurance quoting tool that helps agents create quotes for their clients via their websites, mobile devices, & PCs. #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.9 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $110.00 Pricing details: Flat Rate, Per Year Free trial: Yes Free demo: No ### Features tab #### Most popular features - Insurance Policy Management: Not available - Document Management: Not available - Activity Tracking: Not available - Commission Management: Not available - Contact Management: Not available - Policy Management: Not available - Self Service Portal: Not available - Quotes/Estimates: Available - Workflow Management: Not available - Claims Management: Not available - Audit Trail: Not available - Insurance Rating: Available ### Gallery tab Ease of use: 4.9 out of 5 (61 reviews) ### Integrations tab Compulife Quote Software connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/81783/Compulife-Quote-Software/#integrations) #### Most popular integrations - Postman: 4.7 rating --- ## Anagram Rating: 4.7 out of 5 (56 reviews) Profile: [Anagram](https://www.capterra.com/p/225457/Anagram/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Anagram delivers eligibility, benefits, and claims for vision insurance patients, in-network and out-of-network, in one simple platform #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $150.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Claims Management: 4.5 rating - Activity Dashboard: 4.4 rating - Client Management: 3.8 rating - API: 5.0 rating #### Lowest rated features - SSL Security: 1.0 rating - Status Tracking: 3.0 rating #### Feature-related review snippet Reviewer: Jackie W. Reviewer details: Medical Practice, 1-10 employees Published: March 13, 2024 > "Anagram is very easy to navigate for both locating insurance plans and processing claims." ### Gallery tab Ease of use: 4.6 out of 5 (56 reviews) #### Related review snippet Reviewer: Naila A. Reviewer details: Hospital & Health Care, 11-50 employees Published: May 20, 2025 > "The Team took time to help integrate our routine with their routine and help meetings to assure our needs were met. " --- ## AgentExpress Rating: 4.6 out of 5 (56 reviews) Profile: [AgentExpress](https://www.capterra.com/p/144807/ACAExpress/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.8 out of 5 - Features: 3.9 out of 5 - Value for Money: 4.1 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $5.00 Pricing details: Flat Rate, One Time Free trial: No Free demo: No ### Features tab #### Most popular features - Insurance Policy Management: Not available - Document Management: Not available - Activity Tracking: Not available - Commission Management: Not available - Contact Management: Available - Policy Management: Available - Self Service Portal: Available - Quotes/Estimates: Available - Workflow Management: Not available - Claims Management: Not available - Audit Trail: Not available - Insurance Rating: Not available ### Gallery tab Ease of use: 4.7 out of 5 (56 reviews) #### Related review snippet Reviewer: Sheron S. Reviewer details: Insurance, Self-employed Published: November 25, 2020 > "They are in my top 3 list. If they were still in existence I would recommend them as a web broker" --- ## Health Cloud Rating: 4.5 out of 5 (51 reviews) Profile: [Health Cloud](https://www.capterra.com/p/172299/Health-Cloud/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Health Cloud is a HIPAA-compliant tool that helps healthcare providers & payers streamline relationships and personalize patient care. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.1 out of 5 - Features: 4.4 out of 5 - Value for Money: 3.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $350.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Document Management: 4.5 rating - Self Service Portal: 4.0 rating - Activity Tracking: 4.5 rating - Customizable Fields: 5.0 rating #### Lowest rated features - Claims Management: 3.0 rating - Access Controls/Permissions: 4.0 rating - Property & Casualty: 4.0 rating - Quotes/Estimates: 4.0 rating #### Feature-related review snippet Reviewer: Samantha R. Reviewer details: Accounting, 11-50 employees Published: April 14, 2026 > "User-friendly interface, strong patient data tracking, seamless integration, and improves care coordination across teams using Salesforce Health Cloud" ### Gallery tab Ease of use: 4.2 out of 5 (51 reviews) #### Related review snippet Reviewer: Samantha R. Reviewer details: Accounting, 11-50 employees Published: April 14, 2026 > "User-friendly interface, strong patient data tracking, seamless integration, and improves care coordination across teams using Salesforce Health Cloud" ### Integrations tab Health Cloud connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/172299/Health-Cloud/#integrations) #### Most popular integrations - Tableau: 4.0 rating #### Integrations-related review snippet Reviewer: Samantha R. Reviewer details: Accounting, 11-50 employees Published: April 14, 2026 > "User-friendly interface, strong patient data tracking, seamless integration, and improves care coordination across teams using Salesforce Health Cloud" --- ## Shape Rating: 4.6 out of 5 (45 reviews) Profile: [Shape](https://www.capterra.com/p/173673/SetShape/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The most flexible CRM ever created! #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $119.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Insurance Policy Management: Not available - Document Management: Available - Activity Tracking: Available - Commission Management: Available - Contact Management: Available - Policy Management: Not available - Self Service Portal: Available - Quotes/Estimates: Available - Workflow Management: Available - Claims Management: Not available - Audit Trail: Available - Insurance Rating: Not available ### Gallery tab Ease of use: 4.6 out of 5 (45 reviews) #### Related review snippet Reviewer: William R. Reviewer details: Financial Services, 11-50 employees Published: May 19, 2022 > "I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations." ### Integrations tab Shape connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/173673/SetShape/#integrations) #### Most popular integrations - Mailchimp: 4.5 rating - Google Workspace: 3.0 rating - Microsoft 365: 4.6 rating - Stripe: 4.6 rating - Zapier: 4.7 rating - Microsoft Outlook: 4.5 rating #### Integrations-related review snippet Reviewer: William R. Reviewer details: Financial Services, 11-50 employees Published: May 19, 2022 > "I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations." --- ## Commissionly Rating: 4.9 out of 5 (44 reviews) Profile: [Commissionly](https://www.capterra.com/p/178138/Commissionly/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Premium Payment Tracker - Track you Premium Commission payment to identify and reclaim missing payments from you Carriers #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $33.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Insurance Policy Management: Not available - Document Management: Available - Activity Tracking: Not available - Commission Management: Available - Contact Management: Available - Policy Management: Not available - Self Service Portal: Available - Quotes/Estimates: Not available - Workflow Management: Not available - Claims Management: Not available - Audit Trail: Not available - Insurance Rating: Not available ### Gallery tab Ease of use: 4.7 out of 5 (44 reviews) #### Related review snippet Reviewer: Melissa A. Reviewer details: Health, Wellness and Fitness, 1-10 employees Published: December 2, 2022 > "Commissionaly helps me keep track of all my commission plans very easily on one, user friendly tool." ### Integrations tab Commissionly connects with 27+ software tools. [See all integrations](https://www.capterra.com/p/178138/Commissionly/#integrations) #### Most popular integrations - Slack: 4.7 rating - Salesforce Sales Cloud: 4.4 rating - QuickBooks Online: 5.0 rating - Zoho CRM: 4.3 rating - HubSpot Marketing Hub: 4.5 rating - HubSpot CRM: 4.5 rating - Xero: 4.4 rating - Zapier: 4.7 rating - Marketo Engage: 4.3 rating --- Page 1 of 5 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (198) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Activity Tracking AI Copilot Audit Trail Claims Management Commission Management Contact Management Document Management Generative AI Insurance Policy Management Insurance Rating Life & Health Policy Management Property & Casualty Quotes/Estimates Self Service Portal Workflow Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Medical Billing Software](https://www.capterra.com/medical-billing-software/)[Claims Processing Software](https://www.capterra.com/claims-processing-software/)[P&C Insurance Software](https://www.capterra.com/p-c-insurance-software/)[Dental Charting Software](https://www.capterra.com/dental-charting-software/)[Electronic Medical Records Software](https://www.capterra.com/electronic-medical-records-software/)[Dental Software](https://www.capterra.com/dental-software/)[Insurance Policy Software](https://www.capterra.com/insurance-policy-software/)[Insurance Rating Software](https://www.capterra.com/insurance-rating-software/)[Commercial Insurance Software](https://www.capterra.com/commercial-insurance-software/) I'm looking for Insurance Software that is: [Free](https://www.capterra.com/insurance-agency-software/s/free/) Table of Contents - [The benefits of insurance agency software](#the-benefits-of-insurance-agency-software) - [Typical features of insurance agency software](#typical-features-of-insurance-agency-software) - [The cost of insurance agency software](#the-cost-of-insurance-agency-software) - [Considerations when purchasing insurance agency software](#considerations-when-purchasing-insurance-agency-software) - [Relevant insurance agency software trends](#relevant-insurance-agency-software-trends) ## The benefits of insurance agency software - **Organization of data:** Insurance is a data-oriented sector, and agents handle hundreds of policy and client documents. Insurance agency software helps agencies manage their client details and documents digitally. Agents can store, search, edit, and verify documents online. This software also stores data in an organized and searchable way so that it’s readily available. - **Automated tasks:** Small and midsize insurance agencies may have limited resources for managing daily operations, including sales, marketing, administration, and communication; optimum resource utilization is essential. Insurance agency software can automate repetitive manual tasks, such as documentation and verification. Automated processes save agents time, allowing them to focus on tasks such as developing and managing relationships with clients. - **Data security:** Agencies need to keep customer data safe at all times, and paper records can be stolen or duplicated, compromising confidential and sensitive client information. Insurance agency software digitizes the documentation process and offers security features such as military-grade encryption and user authentication. * * * ## Typical features of insurance agency software - **Claims management:** Process customer claims and track their status. - **Policy management:** Create and administer insurance policies for various customers and insurance lines. - **Commission management:** Track incentives and commission earned by agents for selling policies. - **Contact management:** Store clients’ contact details, including name, address, and phone number, in a searchable database. - **Billing:** Bill clients for insurance services, send invoices, and process payments. - **Document management:** Manage all claims and policy-related documents from a centralized platform. * * * ## The cost of insurance agency software Most products in this market are priced on a per user, per month basis and can be divided into three pricing tiers based on their starting price. **Price ranges\*:** - $0 - $20 - $20 - $40 - $40+ _\*The pricing included is for the entry-level/lowest-priced offering found on vendor websites on September 24, 2019. These ranges correspond to the 25th, 75th, and 100th percentiles of the pricing information gathered from vendor websites of sample products._ The above list summarizes pricing for the base plans of most products. An enterprise or premium product that is priced higher may include some additional features, such as digital signature, claims management, and advanced reporting. * * * ## Considerations when purchasing insurance agency software - **Test before you buy:** Your insurance agents will be working on the software you choose every day, so you need to understand a tool’s ease of use before making a purchase. Take advantage of free trials and attend product demos to get a complete overview of a solution. Be sure to discuss the level and quality of support offered under your preferred subscription plan. Some solutions might have a low upfront investment but minimal, no, or only condition-based support. Choose a solution that is not only easy to use but also provides adequate support for your agents. - **List out your requirements:** As you begin your software search, you need to determine exactly what you want to achieve by implementing insurance agency software. It could be automating administrative workflows, better data management, or monitoring agents’ commission and brokerage. Share your requirements with potential vendors and select a solution that supports all your needs at the most reasonable price. - **Mobile accessibility:** Insurance agents are often on the move for client meetings, and they need to stay connected with the back-end team for accessing information. With mobile accessibility, agents don’t need to repeatedly call in to the office for information. They can simply log in to the agency database and access the required details immediately on their smartphone. Therefore, consider purchasing an agency solution that offers dedicated mobile apps or at least supports mobile accessibility through web browsers. * * * ## Relevant insurance agency software trends - **AI-enabled chatbots:** By 2025, [three-quarters](https://servion.com/blog/what-emerging-technologies-future-customer-experience/) of all customer service interactions are expected to be powered by AI-enabled chatbots. For the insurance industry, chatbots can automate initial interactions with clients inquiring about policies and coverage. Thus, human intervention will be required only for more complex tasks. * * * **Sources** Products evaluated for the pricing calculation were taken from [Capterra’s insurance agency software directory](https://www.capterra.com/insurance-agency-software/). The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in [Capterra’s directory](https://www.capterra.com/insurance-agency-software/) that offer them. The following source was used for this document: 1. [What Makes Emerging Technologies the Future of Customer Experience?](https://servion.com/blog/what-emerging-technologies-future-customer-experience/) (Date accessed: December 23, 2019)