Insurance Agency Software

NextAgency, the Nation's Leading Agency Management System, helps save you time, money and clients by delivering a modern agency management system with powerful CRM workflow automation tools, while enabling you to give benefits management software to your clients - for free. Supports individual/group health, life, medicare along with other products. Also includes commission tracking, an agency library, SMS, email syncing, workflows, activity logging, integration with 3rd party apps, + much more. Learn more about NextAgency for Health & Life Insurance

Bring insurers and policyholders together with Financial Services Cloud. Insurance plays a critical role in our lives, and a great customer experience can enhance the process. Insurance CRM from Salesforce offers solutions that give reps, agents, and customers the right information, when and where they need it. Learn more about Financial Services Cloud

AgencyBloc, the #1 Agency Recommended Management System, helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated business and marketing automation. Learn more about AgencyBloc for Health & Life Insurance

AgencyZoom is your all-in-one solution for managing leads, tracking sales, onboarding customers, Google reviews and more. Boost sales by proactively managing goals and motivating teams with a positive sales environment. Increase retention with automated new business onboarding, customer follow ups, Google reviews, referral generation, and more. AgencyZoom automates the customers lifecycle with simple yet cutting-edge solutions celebrated by thousands of P&C agents. Learn more about AgencyZoom

On-premise and cloud-based agency management system, providing automation capabilities to the business. The system offers a single, open application with integrated capabilities to manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes. Learn more about Applied Epic

Jenesis is a cloud-based management system that is designed to help insurance agents manage existing Personal lines and Commercial lines clients as well as Life and Health customers. Build strong relationships with policyholders while automatically marketing to potential customers and increase efficiency with pre-fillable Acord forms. In addition to Jenesis management system, JenesisWeb website design services provide you the opportunity to have all of your agency needs in one place. Learn more about Jenesis Software

Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape. Learn more about Agentero

An all-in-one claims management & benchmarking system that streamlines claims-related operations & makes adjusters lives easier. Learn more about TerraClaim

The i2go insurance software is a powerful, modular and easily integrated system, built for you on cutting edge technologies. Simplifying complex process' and allowing for automation and configurability , it performs seamlessly on all digital platforms. Our unique business model allows you to invest in best-of-breed solution through a low-risk partnership. Returns are guaranteed whether you choose our individual modules or go full-suite. Learn more about i2go Insurance Software as a Service (SaaS)

Meticulously Crafted, Secure, Intelligent and Intuitive is how we built the cloud-based NowCerts Insurance Agency Management System - Outsourcing of Insurance Certificates - Sending Certificates via FAX, E-mail or US Mail - Quick Book Integration - Carrier Downloads - CRM - Policy Management - All Accord Forms - Commission Tracking - Marketing Forms sent via Fax, E-mail or US Mail - Loss Runs obtaining tool - And many more exclusive features at no additional cost Learn more about NowCerts

Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. Offering knowledgeable and friendly support staff making for an easy transition to a new automation system. Imagine a full featured management system supported by a team of insurance and software experts that is ready to answer your questions immediately! Conversions from other management systems available. Learn more about Eclipse

AgentCubed provides the single solution for insurance agencies and health plans. Our sales solution helps solve issues agencies may be experiencing with average time of sale by integrating quoting and enrollment. We solve your pain points with lead tracking, ROI calculation, cross-selling, compliance, finance reconciliation, and/or customer retention. We combine lead management, distribution and policy management into one easy to use platform. Learn more about AgentCubed

Trucking, Transportation, and Commercial Specialists! Are you a Trucking Broker? Having difficulty managing your endorsements, certificates, and agency workflow? We can offer you a solution! East to use accounting. Do you write Liability with 1 GA, PD with another & MTC with another all premium financed? Drag & drop from Outlook in seconds. Specializing In: agency billing, premium finance, commission tracking, account current statements, and carrier access. Cloud or local based. Since 1995 Learn more about Agency Master

Macaw is an Insurance Agency Management platform that supports end to end processes for MGAs and Brokers in P&C lines, covering CRM, Sales, Underwriting, Services, Claims and Accounting. The system comes with in-built Document Management System, Rules and Workflow components. Several typical integrations are built in e.g. Payment Gateway, eSign and mass email marketing. The Customer Portal, Producer Portal and Carrier Portals allow different stakeholders to self-serve. Learn more about Macaw

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. Learn more about Commission Tracker for Insurance

SaaS cloud solution for the automation of P&C insurance agencys trust account. Reducing agency workload to make it more productive and significantly more efficient. Endorsement billing, automated invoice follow-up, cancellation endorsements and return premium refunds, new accounting and trust financial solvency, all guaranteed standard feature. A suite of 8 different products available. 75 premium and return premium, production and financial reports. Secured cloud server and software access. Learn more about NOBL - Policy Managment

Web-based Agency Management system for P&C focused MGA's, Program Managers and Insurance intermediaries . Intuitive, scalable and secure software that helps you organize your agency. Our customers use BindHQ to solve commission management amongst multiple parties, sales, policy management and reporting. BindHQ can be extended to manage accounting and self-service portals for internal users and external customers. Learn more about BindHQ

Velocity offers an all-in-one P&C insurance solution for MGAs, Program Administrators, Wholesalers, Carriers and Large Retailers. Key features include policy issuance & administration, claims administration, built-in rating, self-service portals (agent & insured), billing & premium accounting, document management, reporting, ACORDs/custom apps, API Library, integration options, self-configuration training and more. Learn more about Velocity

Bitrix24 #1 free insurance agency management platform. Used by 4 million teams worldwide. Cloud, mobile, open source. Free CRM, appointment scheduling, agency management, quotes, invoices, contracts, email marketing, calendars, more. Learn more about Bitrix24

LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card. Learn more about PhoneBurner

Indio simplifies the P&C insurance application and renewal process for agents by creating a fully digital, modern customer experience. Learn more about Indio Technologies

Insurance agency management software that lets you nurture and grow your book of business, your staff and your office from anywhere. Learn more about Agency Matrix

We automate referrals, retention, & reviews for insurance agencies with intelligent touch-points & the best handwriting tech available. Learn more about Rocket Referrals

Snappii is a leading Mobile Apps and form apps company. About 500,000 people use Snappii Business Apps in 30+ Industries. Learn more about Snappii

Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes. Learn more about ACAExpress