--- title: "Best Insurance Software for Small Businesses 2026 | Capterra" description: "Find and compare the 2026 best Insurance software for small businesses, using our interactive tool to quickly narrow your choices based on businesses like yours." source_url: "https://www.capterra.com/insurance-agency-software/s/small-businesses/" page_type: "subcategory" language: "en" --- # Best Insurance Software for small business ## Top 9 products for small businesses, ranked by reviewer ratings For this Capterra list, we looked at Insurance tools whose target users include small businesses. Nine products met the 4.0/5 category-rating floor and had at least 10 category reviews; we used ratings adjusted for review volume to rank them. Jenesis Software comes first on this list: a 4.9/5 category rating from 105 category reviews; Quality of Support scores 4.9/5. If your small business is narrowing its options, we'd use these nine to focus the comparison before making a shortlist. ### Ranked small business Insurance products | Rank | Product | Overall rating | Category rating | Key attribute | Starting price | Key features | | --- | --- | --- | --- | --- | --- | --- | | 1 | [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/) | 4.7 out of 5 (286 reviews) | 4.9 out of 5 (105 category reviews) | Highly rated for Quality of Support | $50.00 Per User, Per Month | Included: Activity Tracking, Commission Management, Contact Management, Document Management, Insurance Policy Management, Policy Management, Quotes/Estimates, Self Service Portal; Not included: Workflow Management | | 2 | [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/) | 4.9 out of 5 (258 reviews) | 4.9 out of 5 (114 category reviews) | Highly rated for Ease of Use | $25.00 Per Feature, Per Month | Included: Activity Tracking, Commission Management, Contact Management, Insurance Policy Management, Self Service Portal; Not included: Document Management, Policy Management, Quotes/Estimates, Workflow Management | | 3 | [NextAgency](https://www.capterra.com/p/171245/NextAgency/) | 4.9 out of 5 (42 reviews) | 5.0 out of 5 (17 category reviews) | Highly rated for Value for Money | $85.00 Per User, Per Month | Included: Activity Tracking, Commission Management, Contact Management, Document Management, Insurance Policy Management, Policy Management, Workflow Management; Not included: Quotes/Estimates, Self Service Portal | | 4 | [Agency Advantage](https://www.capterra.com/p/234865/The-Agency-Advantage/) | 4.9 out of 5 (27 reviews) | 4.9 out of 5 (23 category reviews) | Highly rated for Quality of Support | $99.00 Other, Per Month | Included: Commission Management, Contact Management, Document Management, Insurance Policy Management, Policy Management, Quotes/Estimates; Not included: Activity Tracking, Self Service Portal, Workflow Management | | 5 | [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) | 4.5 out of 5 (64 reviews) | 4.7 out of 5 (10 category reviews) | Highly rated for Functionality | $250.00 Per Month | Included: Commission Management, Contact Management, Document Management, Insurance Policy Management, Policy Management, Quotes/Estimates; Not included: Activity Tracking, Self Service Portal, Workflow Management | | 6 | [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) | 4.7 out of 5 (129 reviews) | 4.3 out of 5 (10 category reviews) | Highly rated for Quality of Support | $109.00 Per User, Per Month | Included: Activity Tracking, Commission Management, Contact Management, Document Management, Insurance Policy Management, Policy Management; Not included: Quotes/Estimates, Self Service Portal, Workflow Management | | 7 | [Wellnex](https://www.capterra.com/p/177772/my-insurer/) | 4.3 out of 5 (33 reviews) | 4.3 out of 5 (11 category reviews) | Highly rated for Quality of Support | SGD100.00 Flat Rate, Per Year | Included: Activity Tracking, Commission Management, Contact Management, Document Management, Insurance Policy Management, Policy Management, Quotes/Estimates; Not included: Self Service Portal, Workflow Management | | 8 | [pVerify](https://www.capterra.com/p/238921/pVerify/) | 4.3 out of 5 (41 reviews) | 4.3 out of 5 (31 category reviews) | Highly rated for Quality of Support | $50.00 Usage Based, Per Month | Not included: Activity Tracking, Commission Management, Contact Management, Document Management, Insurance Policy Management, Policy Management, Quotes/Estimates, Self Service Portal, Workflow Management | | 9 | [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) | 4.2 out of 5 (142 reviews) | 4.0 out of 5 (20 category reviews) | Highly rated for Quality of Support | $1000.00 One Time | Included: Activity Tracking, Commission Management, Contact Management, Document Management, Insurance Policy Management, Policy Management, Quotes/Estimates, Self Service Portal; Not included: Workflow Management | Category rating: Rating from reviewers who used each product as Insurance software, with the number of those reviews. Products are ranked by this rating, adjusted for how many reviews support it. For the complete directory, see [the full product list](#full-product-list). --- ## See top 9 product details ### 1. [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/) Overall rating: 4.7 out of 5 (286 reviews) Category rating: 4.9 out of 5 (105 category reviews) Key attribute: Highly rated for Quality of Support Starting price: $50.00 Per User, Per Month Free trial: Not available Free version: Not available #### Features reviewers most value - Activity Tracking: Included - Commission Management: Included - Contact Management: Included - Document Management: Included - Insurance Policy Management: Included - Policy Management: Included - Quotes/Estimates: Included - Self Service Portal: Included - Workflow Management: Not included #### Pros based on reviews - Streamlined daily operations - Highly user-friendly interface #### Cons based on reviews - Recurring system glitches --- ### 2. [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/) Overall rating: 4.9 out of 5 (258 reviews) Category rating: 4.9 out of 5 (114 category reviews) Key attribute: Highly rated for Ease of Use Starting price: $25.00 Per Feature, Per Month Free trial: Available Free version: Available #### Features reviewers most value - Activity Tracking: Included - Commission Management: Included - Contact Management: Included - Document Management: Not included - Insurance Policy Management: Included - Policy Management: Not included - Quotes/Estimates: Not included - Self Service Portal: Included - Workflow Management: Not included #### Pros based on reviews - Effortless and intuitive usability - Responsive and helpful support team #### Cons based on reviews - High transaction and service fees --- ### 3. [NextAgency](https://www.capterra.com/p/171245/NextAgency/) Overall rating: 4.9 out of 5 (42 reviews) Category rating: 5.0 out of 5 (17 category reviews) Key attribute: Highly rated for Value for Money Starting price: $85.00 Per User, Per Month Free trial: Available Free version: Not available #### Features reviewers most value - Activity Tracking: Included - Commission Management: Included - Contact Management: Included - Document Management: Included - Insurance Policy Management: Included - Policy Management: Included - Quotes/Estimates: Not included - Self Service Portal: Not included - Workflow Management: Included --- ### 4. [Agency Advantage](https://www.capterra.com/p/234865/The-Agency-Advantage/) Overall rating: 4.9 out of 5 (27 reviews) Category rating: 4.9 out of 5 (23 category reviews) Key attribute: Highly rated for Quality of Support Starting price: $99.00 Other, Per Month Free trial: Not available Free version: Not available #### Features reviewers most value - Activity Tracking: Not included - Commission Management: Included - Contact Management: Included - Document Management: Included - Insurance Policy Management: Included - Policy Management: Included - Quotes/Estimates: Included - Self Service Portal: Not included - Workflow Management: Not included --- ### 5. [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Overall rating: 4.5 out of 5 (64 reviews) Category rating: 4.7 out of 5 (10 category reviews) Key attribute: Highly rated for Functionality Starting price: $250.00 Per Month Free trial: Not available Free version: Not available #### Features reviewers most value - Activity Tracking: Not included - Commission Management: Included - Contact Management: Included - Document Management: Included - Insurance Policy Management: Included - Policy Management: Included - Quotes/Estimates: Included - Self Service Portal: Not included - Workflow Management: Not included --- ### 6. [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Overall rating: 4.7 out of 5 (129 reviews) Category rating: 4.3 out of 5 (10 category reviews) Key attribute: Highly rated for Quality of Support Starting price: $109.00 Per User, Per Month Free trial: Available Free version: Not available #### Features reviewers most value - Activity Tracking: Included - Commission Management: Included - Contact Management: Included - Document Management: Included - Insurance Policy Management: Included - Policy Management: Included - Quotes/Estimates: Not included - Self Service Portal: Not included - Workflow Management: Not included --- ### 7. [Wellnex](https://www.capterra.com/p/177772/my-insurer/) Overall rating: 4.3 out of 5 (33 reviews) Category rating: 4.3 out of 5 (11 category reviews) Key attribute: Highly rated for Quality of Support Starting price: SGD100.00 Flat Rate, Per Year Free trial: Available Free version: Available #### Features reviewers most value - Activity Tracking: Included - Commission Management: Included - Contact Management: Included - Document Management: Included - Insurance Policy Management: Included - Policy Management: Included - Quotes/Estimates: Included - Self Service Portal: Not included - Workflow Management: Not included --- ### 8. [pVerify](https://www.capterra.com/p/238921/pVerify/) Overall rating: 4.3 out of 5 (41 reviews) Category rating: 4.3 out of 5 (31 category reviews) Key attribute: Highly rated for Quality of Support Starting price: $50.00 Usage Based, Per Month Free trial: Available Free version: Not available #### Features reviewers most value - Activity Tracking: Not included - Commission Management: Not included - Contact Management: Not included - Document Management: Not included - Insurance Policy Management: Not included - Policy Management: Not included - Quotes/Estimates: Not included - Self Service Portal: Not included - Workflow Management: Not included --- ### 9. [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Overall rating: 4.2 out of 5 (142 reviews) Category rating: 4.0 out of 5 (20 category reviews) Key attribute: Highly rated for Quality of Support Starting price: $1000.00 One Time Free trial: Not available Free version: Not available #### Features reviewers most value - Activity Tracking: Included - Commission Management: Included - Contact Management: Included - Document Management: Included - Insurance Policy Management: Included - Policy Management: Included - Quotes/Estimates: Included - Self Service Portal: Included - Workflow Management: Not included --- ## All insurance software for small businesses [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 Commission Management Contact Management Document Management Insurance Policy Management Policy Management Quotes/Estimates Self Service Portal Workflow Management [4.7 (286)](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 Commission Management Contact Management Document Management Insurance Policy Management Policy Management Quotes/Estimates Self Service Portal Workflow Management 93% recommend this product [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 Commission Management Contact Management Document Management Insurance Policy Management Policy Management Quotes/Estimates Self Service Portal Workflow Management 91% recommend this product 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. [4.3 (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 Commission Management Contact Management Document Management Insurance Policy Management Policy Management Quotes/Estimates Self Service Portal Workflow Management 0.0 (0) Agile cloud platform for commercial brokers & MGAs. Launch niche products fast, automate quote-and-bind, and manage policy lifecycles. [Learn more about GO-INSUR](https://www.capterra.com/p/190680/GO-INSUR/) Insurance features reviewers most value Activity Tracking Commission Management Contact Management Document Management Insurance Policy Management Policy Management Quotes/Estimates Self Service Portal Workflow Management [4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Run your whole agency on Applied Epic® – the agency management system for client servicing&financial operations across P&C and benefits [Learn more about Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Insurance features reviewers most value Activity Tracking Commission Management Contact Management Document Management Insurance Policy Management Policy Management Quotes/Estimates 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 Commission Management Contact Management Document Management Insurance Policy Management Policy Management Quotes/Estimates Self Service Portal Workflow Management [4.9 (258)](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 Commission Management Contact Management Document Management Insurance Policy Management Policy Management Quotes/Estimates Self Service Portal Workflow Management 95% recommend this product [## Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (1009)](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 Commission Management Contact Management Document Management Insurance Policy Management Policy Management Quotes/Estimates Self Service Portal Workflow Management [## EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](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 Commission Management Contact Management Document Management Insurance Policy Management Policy Management Quotes/Estimates Self Service Portal Workflow Management 84% recommend this product ## 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 (188) 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/) How to choose the right Insurance Software? 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