# 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/s/iphone --- # Best Insurance Software Last updated on April 15, 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 April 15, 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) [4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Streamline agency or brokerage service operations and drive growth on a connected, AI-powered platform. [Learn more about Financial Services Cloud](https://www.capterra.com/p/166075/Financial-CRM/) 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 [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Jenesis offers an insurance agency management system, website design, and digital marketing services to insurance agencies. [Learn more about Jenesis Software](https://www.capterra.com/p/119068/Jenesis-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 93% recommend this product [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Macaw supports end to end operations for Brokers and MGAs with robust and flexible CRM, product definition and underwriting components. [Learn more about Macaw](https://www.capterra.com/p/167497/Macaw/) 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 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. [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting. [Learn more about Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) 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 [4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.  [Learn more about AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) 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 91% recommend this product [4.3 (12)](https://www.capterra.com/p/148106/BindHQ/reviews/) BindHQ’s lightning-fast, modern, agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business [Learn more about BindHQ](https://www.capterra.com/p/148106/BindHQ/) 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 [4.8 (40)](https://www.capterra.com/p/88991/Commission-Tracker-for-Insurance/reviews/) Tracks and reports all commissions, bonuses and overrides due to each agent as well as policy and agent information. [Learn more about Commission Tracker](https://www.capterra.com/p/88991/Commission-Tracker-for-Insurance/) 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 [4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) NextAgency: the agency management system you'd design. Built for Life & Health agencies. Easy to customize and use. With great support. [Learn more about NextAgency](https://www.capterra.com/p/171245/NextAgency/) 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 [4.3 (14)](https://www.capterra.com/p/200515/EASA-CPQ/reviews/) Turn Excel spreadsheets into secure web apps with full functionality, control, and compliance. [Learn more about EASA](https://www.capterra.com/p/200515/EASA-CPQ/) 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 [4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Faster, Easier, Integrated Insurance Payment Services [Learn more about ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/) 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 95% recommend this product [4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management. [Learn more about A1 Tracker](https://www.capterra.com/p/166909/A1-Tracker/) 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 [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Best-in-class financial services CRM and workflow platform with no-code and AI at its core.  [Learn more about Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) 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 90% recommend this product 0.0 (0) Get new products to market faster, unlock revenue and achieve greater ROI with GO-INSUR - an innovative digital insurance platform. [Learn more about GO-INSUR](https://www.capterra.com/p/190680/GO-INSUR/) 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 [4.9 (61)](https://www.capterra.com/p/81783/Compulife-Quote-Software/reviews/) Life insurance quoting tool that helps agents create quotes for their clients via their websites, mobile devices, & PCs. [Learn more about Compulife Quote Software](https://www.capterra.com/p/81783/Compulife-Quote-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 [## Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (986)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Bitrix24 is #1 free insurance agency management platform used by 15 million teams. Cloud, mobile, and open source. [Learn more about Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) 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 [## EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster. [Learn more about EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) 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 84% recommend this product [## Indio](https://www.capterra.com/p/178007/Indio/) [4.5 (230)](https://www.capterra.com/p/178007/Indio/reviews/) Indio simplifies the P&C insurance application and renewal process for agents by creating a fully digital, modern customer experience. [Learn more about Indio](https://www.capterra.com/p/178007/Indio/) 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 84% recommend this product [## Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/) [4.5 (230)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/) Workday Adaptive Planning is a financial planning and analysis (FP&A) platform for businesses of all sizes. [Learn more about Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/) 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 [## NowCerts](https://www.capterra.com/p/132779/NowCerts/) [4.8 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/) Momentum AMP (Agency Management Platform), a comprehensive experience designed to support you at every turn. [Learn more about NowCerts](https://www.capterra.com/p/132779/NowCerts/) 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 92% recommend this product [## Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) [3.7 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) Agency Matrix helps personal lines agencies streamline tasks, boost efficiency, and manage more clients. [Learn more about Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) 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 [## EZLynx](https://www.capterra.com/p/102928/EZLynx/) [3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/) EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle.  [Learn more about EZLynx](https://www.capterra.com/p/102928/EZLynx/) 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 [## HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) [4.5 (64)](https://www.capterra.com/p/79412/HawkSoft-CMS/reviews/) Our unique partnership philosophy drives our systems 97% recommendation rate and 18-year average agency retention. [Learn more about HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) 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 [## Anagram](https://www.capterra.com/p/225457/Anagram/) [4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/) Anagram delivers eligibility, benefits, and claims for vision insurance patients, in-network and out-of-network, in one simple platform [Learn more about Anagram](https://www.capterra.com/p/225457/Anagram/) 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 [## AgentExpress](https://www.capterra.com/p/144807/ACAExpress/) [4.6 (56)](https://www.capterra.com/p/144807/ACAExpress/reviews/) Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes. [Learn more about AgentExpress](https://www.capterra.com/p/144807/ACAExpress/) 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 [## Commissionly](https://www.capterra.com/p/178138/Commissionly/) [4.9 (44)](https://www.capterra.com/p/178138/Commissionly/reviews/) Premium Payment Tracker - Track you Premium Commission payment to identify and reclaim missing payments from you Carriers [Learn more about Commissionly](https://www.capterra.com/p/178138/Commissionly/) 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 1 of 8 ## 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 (192) Products: Sort By: Sponsored * * * 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)