--- title: "Best Insurance Policy Software 2026 | Capterra" description: "Find the top Insurance Policy 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_url: "https://www.capterra.com/insurance-policy-software/" page_type: "category" language: "en" --- # Best Insurance Policy Software ## 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 - Policy Management: 4.8 rating - Document Management: 4.9 rating - Reminders: 4.8 rating - Contact Management: 4.6 rating #### Lowest rated features - Claims Tracking: 3.0 rating - Workflow Management: 4.6 rating - Commission Management: 4.7 rating - Billing & Invoicing: 5.0 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!" --- ## 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 is a flexible Policy Management platform supporting applications, renewals, underwriting & policy servicing processes. #### 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 - Renewal Management: 5.0 rating - Commission Management: 4.0 rating - Contact Management: 4.0 rating - Document Management: 4.0 rating #### Lowest rated features - Policy Management: 4.0 rating - Reminders: 4.0 rating - Workflow Management: 4.0 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 --- ## 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: Yes ### Features tab #### Most popular features - Renewal Management: Available - Commission Management: Available - Billing & Invoicing: Available - Forms Management: Available - AI Copilot: Not available - Cancellation Tracking: Available - Claims Tracking: Available - Generative AI: Available - Policy Issuance: Available - Quotes/Estimates: Available - Rating Engine: Available - Reinstatement Tracking: Available #### 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 --- 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. ## 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? Complete policy lifecycle software for brokers and MGAs. Automate quotes, renewals, and MTAs with a fast, low-code rating engine. #### 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 - Renewal Management: Available - Commission Management: Available - Billing & Invoicing: Available - Forms Management: Available - AI Copilot: Available - Cancellation Tracking: Available - Claims Tracking: Available - Generative AI: Not available - Policy Issuance: Available - Quotes/Estimates: Available - Rating Engine: Available - Reinstatement Tracking: 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 --- ## 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 - Contact Management: 4.5 rating - Billing & Invoicing: 4.0 rating - Commission Management: 5.0 rating - Task Management: 5.0 rating #### Lowest rated features - Client Portal: 2.0 rating - Reinsurance Administration: 3.0 rating - Document Management: 4.0 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 --- ## Hourly Rating: 4.8 out of 5 (114 reviews) Profile: [Hourly](https://www.capterra.com/p/181595/Hourly/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Cloud-based software that assists with payroll management, time tracking, GPS, human resources management, and workers' compensation. #### Rating breakdown - Ease of Use: 4.9 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: Not available Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Renewal Management: Not available - Commission Management: Not available - Billing & Invoicing: Not available - Forms Management: Not available - AI Copilot: Not available - Cancellation Tracking: Not available - Claims Tracking: Available - Generative AI: Not available - Policy Issuance: Not available - Quotes/Estimates: Not available - Rating Engine: Not available - Reinstatement Tracking: Not available #### Feature-related review snippet Reviewer: Julio M. Reviewer details: Non-Profit Organization Management, 51-200 employees Published: August 18, 2023 > "Hourly was an easy app to use and navigate along it having access to important documents." ### Gallery tab Ease of use: 4.9 out of 5 (114 reviews) #### Related review snippet Reviewer: Josh H. Reviewer details: Construction, 11-50 employees Published: August 8, 2025 > "Hourly is an excellent program to keep track of employee payroll that includes tasks like geo fence clock in, automatic payroll calculations, employee access to time sheets, paycheck stubs all within the app." --- ## 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 - Renewal Management: Not available - Commission Management: Not available - Billing & Invoicing: Not available - Forms Management: Not available - AI Copilot: Not available - Cancellation Tracking: Not available - Claims Tracking: Not available - Generative AI: Not available - Policy Issuance: Not available - Quotes/Estimates: Available - Rating Engine: Available - Reinstatement Tracking: Not 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 --- ## pVerify Rating: 4.3 out of 5 (41 reviews) Profile: [pVerify](https://www.capterra.com/p/238921/pVerify/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? All-Payer Real-time Patient Insurance Verification Solution including Patient Transparency Estimator and Insurance Coverage Discovery. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $50.00 Pricing details: Usage Based, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Renewal Management: Not available - Commission Management: Not available - Billing & Invoicing: Not available - Forms Management: Not available - AI Copilot: Not available - Cancellation Tracking: Not available - Claims Tracking: Not available - Generative AI: Not available - Policy Issuance: Not available - Quotes/Estimates: Not available - Rating Engine: Not available - Reinstatement Tracking: Not available ### Gallery tab Ease of use: 4.3 out of 5 (41 reviews) #### Related review snippet Reviewer: Ron L. Reviewer details: Health, Wellness and Fitness, 11-50 employees Published: February 27, 2024 > "pVerify was quick to setup, it's easy for my employees to use, and the pricepoint is fair." ### Integrations tab pVerify connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/238921/pVerify/#integrations) #### Most popular integrations - AdvancedMD EHR: 3.6 rating - VICIdial: 4.7 rating - Nextech EHR & PM: 4.1 rating - CareCloud: 3.6 rating - AdvancedMD Billing Services: 4.1 rating - AdvancedMD for Physical Therapy: 4.4 rating - Raintree Systems: 4.2 rating - AdvancedMD for Mental Health: 4.0 rating - AdvancedMD Telemedicine: 3.0 rating --- ## Sembley Rating: 5.0 out of 5 (40 reviews) Profile: [Sembley](https://www.capterra.com/p/10021105/Sembley/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Modern, cloud-based platform that streamlines insurance submissions & renewals with simple intakes that populate complete applications. #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 4.9 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: $49.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Document Management: 5.0 rating - Forms Management: 5.0 rating - Renewal Management: 5.0 rating - Mobile Access: 4.0 rating ### Gallery tab Ease of use: 4.9 out of 5 (40 reviews) #### Related review snippet Reviewer: Cindy W. Reviewer details: Insurance, 1-10 employees Published: February 17, 2026 > "I like how user-friendly and time-saving it is—especially for completing ACORDs and supplemental applications—and that you can easily go back into a submission to edit/adjust without hassle." ### Integrations tab Sembley connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/10021105/Sembley/#integrations) #### Most popular integrations - Zapier: 5.0 rating - EZLynx: 4.3 rating - HawkSoft CMS: 5.0 rating - AgencyZoom: 5.0 rating --- ## Eclipse Rating: 4.9 out of 5 (33 reviews) Profile: [Eclipse](https://www.capterra.com/p/2540/Eclipse/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Agency management system that assists insurance firms with policy tracking, documentation, accounting and reporting. #### Rating breakdown - Ease of Use: 4.8 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 Not available #### Starting price Starting price: $0.01 Pricing details: One Time Free trial: No Free demo: No ### Features tab #### Most popular features - Renewal Management: Available - Commission Management: Available - Billing & Invoicing: Available - Forms Management: Not available - AI Copilot: Not available - Cancellation Tracking: Available - Claims Tracking: Available - Generative AI: Not available - Policy Issuance: Available - Quotes/Estimates: Available - Rating Engine: Available - Reinstatement Tracking: Available ### Gallery tab Ease of use: 4.8 out of 5 (33 reviews) ### Integrations tab Eclipse connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/2540/Eclipse/#integrations) #### Most popular integrations - QuickBooks Online Advanced: 4.4 rating - Twilio: 4.4 rating - TeamUp: 4.8 rating - Formstack Sign: 4.9 rating --- ## Billy Rating: 4.7 out of 5 (31 reviews) Profile: [Billy](https://www.capterra.com/p/219465/Billy/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Billy is the most trusted insurance management platform. Track manage and verify insurance and compliance documents in one place. #### 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 Not available #### Starting price Starting price: Not available Pricing details: Usage Based, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Customizable Templates: 4.7 rating - Task Management: 4.3 rating - Version Control: 4.4 rating - Workflow Management: 4.3 rating #### Lowest rated features - Document Management: 3.0 rating - Policy Management: 3.0 rating - Reporting & Statistics: 4.0 rating - Contact Management: 4.0 rating #### Feature-related review snippet Reviewer: Kristyn B. Reviewer details: Construction, 51-200 employees Published: May 17, 2023 > "I found that the most useful aspect of Billy is that the information from the documents is automatically transferred over to the side navigation bar." ### Gallery tab Ease of use: 4.7 out of 5 (31 reviews) #### Related review snippet Reviewer: Jennifer S. Reviewer details: Construction, 501-1,000 employees Published: June 2, 2023 > "The user friendly software allows Vendor's to easily upload their Certificate of Insurance and for our company to quickly review COI's based on compliance." --- ## Agency Advantage Rating: 4.9 out of 5 (27 reviews) Profile: [Agency Advantage](https://www.capterra.com/p/234865/The-Agency-Advantage/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? Powerful, easy to use, agency management software with all of the features and tools agents want and expect. #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.8 out of 5 - Value for Money: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $99.00 Pricing details: Other, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Commission Management: 4.6 rating --- ## InsuredMine Rating: 4.7 out of 5 (23 reviews) Profile: [InsuredMine](https://www.capterra.com/p/175110/InsuredMine/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? An All-in-One Sales, CRM Marketing Automation platform for Insurance Agents to help them save time and accelerate growth. #### 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: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $89.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Task Management: 5.0 rating - Commission Management: 3.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (23 reviews) #### Related review snippet Reviewer: Joe R. Reviewer details: Insurance, 1-10 employees Published: September 10, 2020 > "The integration with our existing AMS has saved me not only time, but money spent using multiple platforms to accomplish the same tasks. " ### Integrations tab InsuredMine connects with 6+ software tools. [See all integrations](https://www.capterra.com/p/175110/InsuredMine/#integrations) #### Most popular integrations - Zapier: 4.7 rating - NowCerts: 4.8 rating - Applied Epic: 4.2 rating - HawkSoft CMS: 4.5 rating - Vertafore AMS360: 3.6 rating - Vertafore Agency Platform: 3.4 rating #### Integrations-related review snippet Reviewer: Joe R. Reviewer details: Insurance, 1-10 employees Published: September 10, 2020 > "The integration with our existing AMS has saved me not only time, but money spent using multiple platforms to accomplish the same tasks. " --- ## mPACS Rating: 4.4 out of 5 (19 reviews) Profile: [mPACS](https://www.capterra.com/p/41448/mPACS/) Visible tabs: Overview, Features, Integrations ### Overview tab #### What is this product about? A quick to market, cost efficient solution to managing your Insurance Agency. MPACS highly configurable, robust, agile software. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $2200.00 Pricing details: One Time Free trial: Yes Free demo: No ### Features tab #### Most popular features - Renewal Management: Available - Commission Management: Available - Billing & Invoicing: Not available - Forms Management: Available - AI Copilot: Not available - Cancellation Tracking: Available - Claims Tracking: Available - Generative AI: Not available - Policy Issuance: Available - Quotes/Estimates: Available - Rating Engine: Available - Reinstatement Tracking: Available ### Integrations tab mPACS connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/41448/mPACS/#integrations) #### Most popular integrations - Xero: 4.4 rating - Sage Accounting: 4.1 rating --- ## PINS Rating: 4.2 out of 5 (19 reviews) Profile: [PINS](https://www.capterra.com/p/255305/PINS/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? COI tracking software with AI-assisted review, automated renewals, and full compliance history. Your team makes final decisions. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.0 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $300.00 Pricing details: Usage Based, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Document Management: 4.6 rating - Workflow Management: 4.7 rating - Policy Issuance: 4.5 rating - Renewal Management: 4.5 rating #### Lowest rated features - Reminders: 4.0 rating - Reporting & Statistics: 4.8 rating - Risk Assessment: 5.0 rating - Claims Tracking: 5.0 rating ### Gallery tab Ease of use: 4.3 out of 5 (19 reviews) ### Integrations tab PINS connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/255305/PINS/#integrations) #### Most popular integrations - Procore: 4.5 rating --- ## ProNavigator Rating: 4.7 out of 5 (18 reviews) Profile: [ProNavigator](https://www.capterra.com/p/233439/Sage/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? ProNavigator is purpose-built for insurance pros to organize every document you need in one convenient, easily searchable place. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 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 - Client Portal: 5.0 rating - Document Management: 5.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (18 reviews) --- ## MediClaims Rating: 3.9 out of 5 (18 reviews) Profile: [MediClaims](https://www.capterra.com/p/25450/MediClaims/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Benefit administration and claims adjudication software for Insurance Companies, TPAs, Government Plans & Self- Administered Groups. #### Rating breakdown - Ease of Use: 3.9 out of 5 - Customer Service: 4.4 out of 5 - Features: 3.8 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $1.00 Pricing details: Per Feature, One Time Free trial: Yes Free demo: No ### Features tab #### Most popular features - Renewal Management: Not available - Commission Management: Not available - Billing & Invoicing: Available - Forms Management: Available - AI Copilot: Not available - Cancellation Tracking: Not available - Claims Tracking: Available - Generative AI: Not available - Policy Issuance: Not available - Quotes/Estimates: Not available - Rating Engine: Not available - Reinstatement Tracking: Not available ### Gallery tab Ease of use: 3.9 out of 5 (18 reviews) --- ## Insly Rating: 4.9 out of 5 (17 reviews) Profile: [Insly](https://www.capterra.com/p/131631/Insly/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014. #### Rating breakdown - Ease of Use: 4.8 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: €4000.00 Pricing details: Per Feature, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Renewal Management: Available - Commission Management: Available - Billing & Invoicing: Available - Forms Management: Available - AI Copilot: Not available - Cancellation Tracking: Available - Claims Tracking: Available - Generative AI: Not available - Policy Issuance: Available - Quotes/Estimates: Available - Rating Engine: Available - Reinstatement Tracking: Available ### Gallery tab Ease of use: 4.8 out of 5 (17 reviews) --- ## Innoveo Skye Rating: 4.7 out of 5 (17 reviews) Profile: [Innoveo Skye](https://www.capterra.com/p/211759/Innoveo-Skye/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Build your Policy Administration System & streamline operations. Omni-channel distribution, endorsements, claims, for all product lines #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.7 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: Not available Pricing details: Per Feature, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Renewal Management: Available - Commission Management: Available - Billing & Invoicing: Available - Forms Management: Available - AI Copilot: Not available - Cancellation Tracking: Available - Claims Tracking: Available - Generative AI: Not available - Policy Issuance: Available - Quotes/Estimates: Available - Rating Engine: Available - Reinstatement Tracking: Not available ### Gallery tab Ease of use: 4.8 out of 5 (17 reviews) --- ## Surefyre Rating: 4.6 out of 5 (17 reviews) Profile: [Surefyre](https://www.capterra.com/p/168321/Surefyre/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? The best automation software for modern P&C MGAs, wholesalers, and carriers. Submit, quote, and issue with ease. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $2000.00 Pricing details: Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Renewal Management: Available - Commission Management: Available - Billing & Invoicing: Not available - Forms Management: Not available - AI Copilot: Not available - Cancellation Tracking: Available - Claims Tracking: Not available - Generative AI: Not available - Policy Issuance: Available - Quotes/Estimates: Available - Rating Engine: Available - Reinstatement Tracking: Available ### Gallery tab Ease of use: 4.6 out of 5 (17 reviews) --- ## Velocity Rating: 4.1 out of 5 (15 reviews) Profile: [Velocity](https://www.capterra.com/p/224917/Velocity/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? Insurance software for MGAs, Program Admins & Carriers. Handles rating, issuance, doc. mgmt, billing, claims, client portals and more. #### Rating breakdown - Ease of Use: 3.5 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.1 out of 5 - Value for Money: 4.1 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $10000.00 Pricing details: One Time Free trial: No Free demo: No ### Features tab #### Most popular features - Renewal Management: Available - Commission Management: Available - Billing & Invoicing: Available - Forms Management: Not available - AI Copilot: Not available - Cancellation Tracking: Available - Claims Tracking: Available - Generative AI: Not available - Policy Issuance: Available - Quotes/Estimates: Available - Rating Engine: Available - Reinstatement Tracking: Available --- ## Partner XE Rating: 4.1 out of 5 (14 reviews) Profile: [Partner XE](https://www.capterra.com/p/119359/Partner-XE/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Partner Platform's best-in-class management system is praised by clients for its ease of use, breadth of capabilities, & affordability. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.1 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Most popular features - Renewal Management: Available - Commission Management: Available - Billing & Invoicing: Available - Forms Management: Not available - AI Copilot: Not available - Cancellation Tracking: Available - Claims Tracking: Available - Generative AI: Not available - Policy Issuance: Not available - Quotes/Estimates: Available - Rating Engine: Not available - Reinstatement Tracking: Not available ### Gallery tab Ease of use: 4.4 out of 5 (14 reviews) --- ## NavRisk Rating: 3.2 out of 5 (14 reviews) Profile: [NavRisk](https://www.capterra.com/p/68177/NavRisk/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? DAVID Corporation is the developer of NAVRISK VISION the alternative risk markets most powerful management automation solution. #### Rating breakdown - Ease of Use: 2.9 out of 5 - Customer Service: 3.6 out of 5 - Features: 3.0 out of 5 - Value for Money: 2.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $40000.00 Pricing details: Per User, Per Year Free trial: No Free demo: No ### Features tab #### Most popular features - Renewal Management: Available - Commission Management: Available - Billing & Invoicing: Available - Forms Management: Available - AI Copilot: Not available - Cancellation Tracking: Available - Claims Tracking: Available - Generative AI: Not available - Policy Issuance: Available - Quotes/Estimates: Available - Rating Engine: Available - Reinstatement Tracking: Available ### Gallery tab Ease of use: 2.9 out of 5 (14 reviews) --- ## Surfly Rating: 4.7 out of 5 (13 reviews) Profile: [Surfly](https://www.capterra.com/p/159520/Surfly/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? For fully compliant remote distribution that recreates the face-to-face meeting experience while keeping both parties protected. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $31.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Renewal Management: Not available - Commission Management: Not available - Billing & Invoicing: Available - Forms Management: Not available - AI Copilot: Not available - Cancellation Tracking: Not available - Claims Tracking: Not available - Generative AI: Not available - Policy Issuance: Not available - Quotes/Estimates: Not available - Rating Engine: Not available - Reinstatement Tracking: Not available ### Gallery tab Ease of use: 4.8 out of 5 (13 reviews) ### Integrations tab Surfly connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/159520/Surfly/#integrations) #### Most popular integrations - Intercom: 4.5 rating - NiCE CXone: 4.2 rating - Drift: 4.5 rating - Avaya UCaaS: 4.4 rating --- ## Better Agency Rating: 4.0 out of 5 (13 reviews) Profile: [Better Agency](https://www.capterra.com/p/211611/Better-Agency/) Visible tabs: Overview, Features, Integrations ### Overview tab #### What is this product about? Fully automated Insurance CRM for P/C agents. Great for both personal and commercial lines agencies. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 4.4 out of 5 - Features: 3.9 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $299.00 Pricing details: Per Feature, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Renewal Management: Available - Commission Management: Available - Billing & Invoicing: Not available - Forms Management: Not available - AI Copilot: Not available - Cancellation Tracking: Available - Claims Tracking: Available - Generative AI: Not available - Policy Issuance: Not available - Quotes/Estimates: Available - Rating Engine: Available - Reinstatement Tracking: Available ### Integrations tab Better Agency connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/211611/Better-Agency/#integrations) #### Most popular integrations - Zapier: 4.7 rating - Meta for Business: 4.4 rating - Twilio: 4.4 rating - NowCerts: 4.8 rating --- Page 1 of 3 ## 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 (113) 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 AI Copilot Billing & Invoicing Cancellation Tracking Claims Tracking Commission Management Forms Management Generative AI Policy Issuance Quotes/Estimates Rating Engine Reinstatement Tracking Renewal Management Underwriting 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: [Insurance Rating Software](https://www.capterra.com/insurance-rating-software/)[Claims Processing Software](https://www.capterra.com/claims-processing-software/)[Insurance Software](https://www.capterra.com/insurance-agency-software/)[Commercial Insurance Software](https://www.capterra.com/commercial-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/)[Medical Billing Software](https://www.capterra.com/medical-billing-software/)[P&C Insurance Software](https://www.capterra.com/p-c-insurance-software/)