# Page 2 | Best Insurance Software 2026 | Capterra

> Page 2 - 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

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# Best Insurance Software - Page 2

[## Commence](https://www.capterra.com/p/576/Commence/)

[4.9 (44)](https://www.capterra.com/p/576/Commence/reviews/)

A comprehensive solution for managing Sales, Leads, Marketing, Help Desk Ticketing, a Customer Portal and Project Management. [Learn more about Commence](https://www.capterra.com/p/576/Commence/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Shape](https://www.capterra.com/p/173673/SetShape/)

[4.7 (44)](https://www.capterra.com/p/173673/SetShape/reviews/)

The most flexible CRM ever created! [Learn more about Shape](https://www.capterra.com/p/173673/SetShape/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/)

[3.2 (44)](https://www.capterra.com/p/36109/QQCatalyst/reviews/)

Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs. [Learn more about QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

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Get a personalized software list aligned to your business needs with guidance from our expert advisors.

[## pVerify](https://www.capterra.com/p/238921/pVerify/)

[4.3 (41)](https://www.capterra.com/p/238921/pVerify/reviews/)

All-Payer Real-time Patient Insurance Verification Solution including Patient Transparency Estimator and Insurance Coverage Discovery. [Learn more about pVerify](https://www.capterra.com/p/238921/pVerify/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Sembley](https://www.capterra.com/p/10021105/Sembley/)

[5.0 (40)](https://www.capterra.com/p/10021105/Sembley/reviews/)

Modern, cloud-based platform that streamlines insurance submissions & renewals with simple intakes that populate complete applications. [Learn more about Sembley](https://www.capterra.com/p/10021105/Sembley/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Eclipse](https://www.capterra.com/p/2540/Eclipse/)

[4.9 (33)](https://www.capterra.com/p/2540/Eclipse/reviews/)

Agency management system that assists insurance firms with policy tracking, documentation, accounting and reporting. [Learn more about Eclipse](https://www.capterra.com/p/2540/Eclipse/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Health Cloud](https://www.capterra.com/p/172299/Health-Cloud/)

[4.4 (33)](https://www.capterra.com/p/172299/Health-Cloud/#reviews)

Health Cloud is a HIPAA-compliant tool that helps healthcare providers & payers streamline relationships and personalize patient care. [Learn more about Health Cloud](https://www.capterra.com/p/172299/Health-Cloud/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Wellnex](https://www.capterra.com/p/177772/my-insurer/)

[4.3 (33)](https://www.capterra.com/p/177772/my-insurer/reviews/)

CRM/CSM coupled with a Concierge-tech that offers free exclusive benefits & rates on Healthcare & Lifestyle services to its members. [Learn more about Wellnex](https://www.capterra.com/p/177772/my-insurer/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Agency Advantage](https://www.capterra.com/p/234865/The-Agency-Advantage/)

[4.9 (27)](https://www.capterra.com/p/234865/The-Agency-Advantage/reviews/)

Powerful, easy to use, agency management software with all of the features and tools agents want and expect. [Learn more about Agency Advantage](https://www.capterra.com/p/234865/The-Agency-Advantage/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## FileTrac Evolve](https://www.capterra.com/p/225592/FileTrac/)

[5.0 (26)](https://www.capterra.com/p/225592/FileTrac/reviews/)

FileTrac Evolve is the future of claims management. Scalable SaaS for pros, with seamless integrations and intelligent workflows. [Learn more about FileTrac Evolve](https://www.capterra.com/p/225592/FileTrac/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## VCA Software](https://www.capterra.com/p/32949/VCA-Software/)

[4.9 (26)](https://www.capterra.com/p/32949/VCA-Software/reviews/)

VCA revolutionizes the P&C claims journey by enabling transparency, communication and speed – increasing customer satisfaction. [Learn more about VCA Software](https://www.capterra.com/p/32949/VCA-Software/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## InsuredMine](https://www.capterra.com/p/175110/InsuredMine/)

[4.7 (23)](https://www.capterra.com/p/175110/InsuredMine/reviews/)

An All-in-One Sales, CRM Marketing Automation platform for Insurance Agents to help them save time and accelerate growth. [Learn more about InsuredMine](https://www.capterra.com/p/175110/InsuredMine/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Sentry](https://www.capterra.com/p/166136/Sentry/)

[4.6 (23)](https://www.capterra.com/p/166136/Sentry/reviews/)

We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable. [Learn more about Sentry](https://www.capterra.com/p/166136/Sentry/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Apizeal](https://www.capterra.com/p/205995/Apizeal/)

[4.8 (21)](https://www.capterra.com/p/205995/Apizeal/reviews/)

Insurance management software that provides powerful tools to automate your business, calculate commissions, generate leads, and more. [Learn more about Apizeal](https://www.capterra.com/p/205995/Apizeal/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## PlanetBids](https://www.capterra.com/p/228894/PlanetBids/)

[4.5 (20)](https://www.capterra.com/p/228894/PlanetBids/reviews/)

With 2 decades of proven results in fully automating agencies, PlanetBids is a leader in eProcurement and the race to go paperless. [Learn more about PlanetBids](https://www.capterra.com/p/228894/PlanetBids/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## mPACS](https://www.capterra.com/p/41448/mPACS/)

[4.4 (19)](https://www.capterra.com/p/41448/mPACS/#reviews)

A quick to market, cost efficient solution to managing your Insurance Agency. MPACS highly configurable, robust, agile software. [Learn more about mPACS](https://www.capterra.com/p/41448/mPACS/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Athena](https://www.capterra.com/p/155897/Athena/)

[4.1 (19)](https://www.capterra.com/p/155897/Athena/reviews/)

Cloud-based collaboration platform for construction inspection, centralizing deficiency, trade & homeowner management. [Learn more about Athena](https://www.capterra.com/p/155897/Athena/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Claimable](https://www.capterra.com/p/88357/Claimable/)

[4.9 (18)](https://www.capterra.com/p/88357/Claimable/reviews/)

Claimable is a claims management platform that helps you communicate with claimants, process claims efficiently and reduce paperwork. [Learn more about Claimable](https://www.capterra.com/p/88357/Claimable/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## ProNavigator](https://www.capterra.com/p/233439/Sage/)

[4.7 (18)](https://www.capterra.com/p/233439/Sage/reviews/)

ProNavigator is purpose-built for insurance pros to organize every document you need in one convenient, easily searchable place. [Learn more about ProNavigator](https://www.capterra.com/p/233439/Sage/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Insly](https://www.capterra.com/p/131631/Insly/)

[4.9 (17)](https://www.capterra.com/p/131631/Insly/reviews/)

Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014. [Learn more about Insly](https://www.capterra.com/p/131631/Insly/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Innoveo Skye](https://www.capterra.com/p/211759/Innoveo-Skye/)

[4.7 (17)](https://www.capterra.com/p/211759/Innoveo-Skye/reviews/)

With over 10 years of experience in the insurance vertical, Innoveo's mission is to accelerate insurers' digital transformation. [Learn more about Innoveo Skye](https://www.capterra.com/p/211759/Innoveo-Skye/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Guidewire](https://www.capterra.com/p/173704/InsuranceNow/)

[3.1 (16)](https://www.capterra.com/p/173704/InsuranceNow/reviews/)

Guidewire is the platform P&C insurers trust to engage, innovate, and grow efficiently. [Learn more about Guidewire](https://www.capterra.com/p/173704/InsuranceNow/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Core Commissions](https://www.capterra.com/p/115950/Core-Commissions/)

[4.7 (15)](https://www.capterra.com/p/115950/Core-Commissions/reviews/)

Affordable, easy-to-use, and reliable, Core provides the full-suite of features needed to automate your agent’s commission payments.  [Learn more about Core Commissions](https://www.capterra.com/p/115950/Core-Commissions/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Velocity](https://www.capterra.com/p/224917/Velocity/)

[4.1 (15)](https://www.capterra.com/p/224917/Velocity/reviews/)

Insurance software for MGAs, Program Admins & Carriers. Handles rating, issuance, doc. mgmt, billing, claims, client portals and more. [Learn more about Velocity](https://www.capterra.com/p/224917/Velocity/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Vertafore Agency Platform](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/)

[3.4 (15)](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/reviews/)

Cloud-based insurance agency platform that helps retain customers, maximize profitability and successfully manage all operations. [Learn more about Vertafore Agency Platform](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## AgencyZoom](https://www.capterra.com/p/158243/AgencyZoom/)

[4.6 (14)](https://www.capterra.com/p/158243/AgencyZoom/reviews/)

Easy to use sales and automation solutions for P&C Insurance Agencies to help increase sales and grow retention. [Learn more about AgencyZoom](https://www.capterra.com/p/158243/AgencyZoom/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Xanatek Connect](https://www.capterra.com/p/50219/IMS-I/)

[4.6 (14)](https://www.capterra.com/p/50219/IMS-I/reviews/)

Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more. [Learn more about Xanatek Connect](https://www.capterra.com/p/50219/IMS-I/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Ozone Insuria](https://www.capterra.com/p/161491/Ozone-Insuria/)

[4.4 (14)](https://www.capterra.com/p/161491/Ozone-Insuria/reviews/)

Web based Insurance Broker(s) and insurance agent(s) Business management/ERP solution at a single server license Concept.  [Learn more about Ozone Insuria](https://www.capterra.com/p/161491/Ozone-Insuria/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Partner XE](https://www.capterra.com/p/119359/Partner-XE/)

[4.1 (14)](https://www.capterra.com/p/119359/Partner-XE/reviews/)

Partner Platform's best-in-class management system is praised by clients for its ease of use, breadth of capabilities, & affordability. [Learn more about Partner XE](https://www.capterra.com/p/119359/Partner-XE/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Surfly](https://www.capterra.com/p/159520/Surfly/)

[4.7 (13)](https://www.capterra.com/p/159520/Surfly/reviews/)

Digital interaction technology used by the leading carriers to streamline remote selling and distribution, while staying compliant. [Learn more about Surfly](https://www.capterra.com/p/159520/Surfly/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Finaeo](https://www.capterra.com/p/155561/Finaeo/)

[4.7 (13)](https://www.capterra.com/p/155561/Finaeo/reviews/)

Finaeo is a digital marketplace that connects insurance carriers, advisors and their clients to streamline policy fulfillment. [Learn more about Finaeo](https://www.capterra.com/p/155561/Finaeo/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Broker Buddha](https://www.capterra.com/p/190786/Broker-Buddha/)

[4.6 (13)](https://www.capterra.com/p/190786/Broker-Buddha/reviews/)

Cloud-based software that saves time and enhances the customer experience with interactive, customer-friendly, online smart forms. [Learn more about Broker Buddha](https://www.capterra.com/p/190786/Broker-Buddha/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Agency Systems](https://www.capterra.com/p/61775/Agency-Systems/)

[4.2 (13)](https://www.capterra.com/p/61775/Agency-Systems/reviews/)

Complete Insurance agency management system. All download capabilities, ACORDS, submissions and integrates with most rating software. [Learn more about Agency Systems](https://www.capterra.com/p/61775/Agency-Systems/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Better Agency](https://www.capterra.com/p/211611/Better-Agency/)

[4.0 (13)](https://www.capterra.com/p/211611/Better-Agency/reviews/)

Fully automated Insurance CRM for P/C agents. Great for both personal and commercial lines agencies. [Learn more about Better Agency](https://www.capterra.com/p/211611/Better-Agency/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Complete Agency Solutions](https://www.capterra.com/p/156496/Cloudia-Assistant/)

[4.9 (12)](https://www.capterra.com/p/156496/Cloudia-Assistant/reviews/)

CRM with lead tracking, drip marketing, quote engine and commission calculation included. Integrated dialer/mass texting. [Learn more about Complete Agency Solutions](https://www.capterra.com/p/156496/Cloudia-Assistant/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## ezMakler](https://www.capterra.com/p/10026412/KVV/)

[4.8 (12)](https://www.capterra.com/p/10026412/KVV/#reviews)

ezMakler is a customer relationship management software for the insurance industry, enabling customer and contract management. [Learn more about ezMakler](https://www.capterra.com/p/10026412/KVV/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Applied CSR24](https://www.capterra.com/p/212628/Applied-CSR24/)

[4.6 (12)](https://www.capterra.com/p/212628/Applied-CSR24/reviews/)

Applied CSR24 is an online customer self-service software that connects your customers to claims and policy information. [Learn more about Applied CSR24](https://www.capterra.com/p/212628/Applied-CSR24/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## ISI Core](https://www.capterra.com/p/6820/ISI-Enterprise/)

[4.2 (12)](https://www.capterra.com/p/6820/ISI-Enterprise/reviews/)

ISI Core unites policy, billing, claims, accounting & reinsurance to help insurers & MGAs manage risk, gain insight & grow sustainably. [Learn more about ISI Core](https://www.capterra.com/p/6820/ISI-Enterprise/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## ABS](https://www.capterra.com/p/119017/ABS/)

[5.0 (11)](https://www.capterra.com/p/119017/ABS/reviews/)

Features a calendar, reminders for employees, task lists, reports, logs, and more. [Learn more about ABS](https://www.capterra.com/p/119017/ABS/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## tigerlab](https://www.capterra.com/p/151822/tigerlab-i2go/)

[4.9 (10)](https://www.capterra.com/p/151822/tigerlab-i2go/reviews/)

tigerlab is a global insurtech provider delivering a cloud-native platform that helps insurers modernize systems & automate operations. [Learn more about tigerlab](https://www.capterra.com/p/151822/tigerlab-i2go/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## ParaCode](https://www.capterra.com/p/255226/ParaCode/)

[4.8 (10)](https://www.capterra.com/p/255226/ParaCode/reviews/)

ParaCode is a cloud-based policy administration and claims management software platform that is product agnostic.  [Learn more about ParaCode](https://www.capterra.com/p/255226/ParaCode/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## VBASoftware](https://www.capterra.com/p/74668/Virtual-Benefits-Administrator/)

[4.7 (10)](https://www.capterra.com/p/74668/Virtual-Benefits-Administrator/reviews/)

Improve operational efficiency and streamline workflows with VBASoftware, a secure, scalable, cloud-based claims administration system. [Learn more about VBASoftware](https://www.capterra.com/p/74668/Virtual-Benefits-Administrator/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Cooper Rose Digital Full Suite](https://www.capterra.com/p/214795/Cooper-Rose-Digital-Full-Suite/)

[4.7 (10)](https://www.capterra.com/p/214795/Cooper-Rose-Digital-Full-Suite/reviews/)

Delivering tailored and bespoke Insurance systems for full stack end-to-end product distribution, rating and management. [Learn more about Cooper Rose Digital Full Suite](https://www.capterra.com/p/214795/Cooper-Rose-Digital-Full-Suite/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## AgentCubed](https://www.capterra.com/p/135371/AgentCubed/)

[4.4 (10)](https://www.capterra.com/p/135371/AgentCubed/reviews/)

AgentCubed provides the single solution for insurance agencies, combining multiple management solutions into one platform. [Learn more about AgentCubed](https://www.capterra.com/p/135371/AgentCubed/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## AdminSeg](https://www.capterra.com/p/150378/AdminSeg/)

[5.0 (9)](https://www.capterra.com/p/150378/AdminSeg/reviews/)

Online Administration Software, ideal for Insurance Providers, Brokers, Agencies or any Insurance Professional. [Learn more about AdminSeg](https://www.capterra.com/p/150378/AdminSeg/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## AgentMethods](https://www.capterra.com/p/98968/AgentMethods-Website-Builder/)

[4.9 (9)](https://www.capterra.com/p/98968/AgentMethods-Website-Builder/reviews/)

AgentMethods is the leading website and marketing platform designed specifically to help insurance agents grow sales.  [Learn more about AgentMethods](https://www.capterra.com/p/98968/AgentMethods-Website-Builder/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Livegenic](https://www.capterra.com/p/231941/Livegenic/)

[4.9 (9)](https://www.capterra.com/p/231941/Livegenic/reviews/)

A virtual collaboration platform that connects you to your customers and field staff with video streaming [Learn more about Livegenic](https://www.capterra.com/p/231941/Livegenic/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Agentero](https://www.capterra.com/p/191440/Agentero/)

[4.9 (8)](https://www.capterra.com/p/191440/Agentero/reviews/)

Agentero lets you optimize your book, work more efficiently, and deliver a better experience to your policyholders. Learn more! [Learn more about Agentero](https://www.capterra.com/p/191440/Agentero/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## Agency Engine](https://www.capterra.com/p/202706/Agency-Engine/)

[4.9 (7)](https://www.capterra.com/p/202706/Agency-Engine/reviews/)

Agency Engine is insurance agency management software that streamlines workflows by centralizing data. [Learn more about Agency Engine](https://www.capterra.com/p/202706/Agency-Engine/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

[## JAVLN Platform](https://www.capterra.com/p/209349/JAVLN/)

[4.4 (7)](https://www.capterra.com/p/209349/JAVLN/#reviews)

JAVLN Platform is a broker management system built for insurance, with single-entry multi-quote, financials, and renewals in one place. [Learn more about JAVLN Platform](https://www.capterra.com/p/209349/JAVLN/)

Insurance features reviewers most value

Activity Tracking

Claims Management

Commission Management

Contact Management

Document Management

Insurance Policy Management

Policy Management

Self Service Portal

Workflow Management

Page 2 of 5

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