--- title: "Ozone Insuria Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Ozone Insuria Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/161491/Ozone-Insuria/" page_type: "product" language: "en" --- # Ozone Insuria Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Ozone Insuria ## What is Ozone Insuria? A digital web base solution to Insurance Broker(s) and insurance agent(s). The success of Ozone Insuria is the strong foundation of implementing daily business process with considerably minimum manual labor. A complete system with CRM, Policy and Customer administration, Finance, HR, customer invoicing and MI reports that helps analyzing business at your fingertips. SAAS/Enterprise version available. ## What is Ozone Insuria used for? [Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Ozone Insuria?[Manage this product listing](https://www.g2.com/products/ozone-united-llc-ozone-insuria-insurance-brokers-management-software/claim_requests/new?auto=true) ## Ozone Insuria Overview Updated September 2026 AI summary Ozone Insuria offers insurance agencies and brokers a cloud-based solution for managing policies, claims, commissions, contacts, and documents, with optional modules for workflow management, insurance rating, and self-service portals. Designed for organizations of any size, it supports core insurance processes and administrative oversight, enabling teams to coordinate policy workflows and maintain detailed audit trails across multiple lines of business. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Ozone Insuria 4.4 (14) VS. [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price Contact vendor Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (14) Ease Of Use 4.7 (258) Value For Money 4.2 (14) Value For Money 4.7 (252) Customer Service 5.0 (14) Customer Service 4.9 (237) ## Ozone Insuria alternatives [4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars [4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/) Starting price $150.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars Highest Rated [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/) [4.9 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/198072/ePayPolicy/) [View all alternatives](https://www.capterra.com/p/161491/Ozone-Insuria/alternatives/) ## FAQs about Ozone Insuria Overview ### Which roles and teams benefit most from Ozone Insuria? Ozone Insuria is most used by underwriting teams, insurance operations staff, and finance leaders who need to manage policy workflows, claims coordination, and portfolio oversight. Retail and marketing managers use it to support customer-facing insurance processes, while executives and administrative teams rely on it for reporting, visibility, and operational control. Answer based on 14 reviews Overview ### What company size and specific industries is Ozone Insuria built for? Ozone Insuria is designed for insurance agencies and insurance brokers of various sizes that need an ERP for business management. It targets the insurance sector specifically, making it a fit for firms focused on brokerage operations, agency administration, and related insurance workflows. Features and Usability ### What are the key features of Ozone Insuria? Ozone Insuria offers insurance policy management, claims management, and insurance rating for policy and quote handling. It also includes client and contact management, a client portal and self-service portal, plus commission calculations, invoice management, document storage, workflow management, reporting, access controls, and an audit trail. Getting Started and Support ### What training and onboarding options does Ozone Insuria offer? Ozone Insuria provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training and live online sessions support guided setup, webinars offer scheduled group instruction, and documentation gives written reference material for self-paced review. Getting Started and Support ### What customer support options does Ozone Insuria offer? Ozone Insuria offers email/help desk, phone support, 24/7 live rep, and chat. With no reviewer feedback available on support, no user experience patterns can be confirmed, including response speed, helpfulness, or common support frustrations. ## Features AI summary Based on 470 Insurance reviews Not all insurance software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) Ozone Insuria includes **Insurance Policy Management** and **Policy Management**, giving insurers a way to manage policy details, updates, and ongoing administration in one system. However, it does not offer **Payment Processing**. Instead, it provides other features that reviewers also value, including **Document Management** (**53%**), **Activity Tracking** (**46%**), and **Quotes/Estimates** (**43%**). These features help businesses keep records organized, monitor customer and staff actions, and prepare accurate pricing, allowing teams to handle policy workflows with better visibility and control. Insurance Policy Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Claims Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Process of submitting and following up on claims with insurance companies Commission Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accounting Integration Integrate with a third-party accounting system Ozone Insuria 42 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Claims Management: Process of submitting and following up on claims with insurance companies - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commission Calculations: Calculate employees' commissions based on certain rules - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customizable Reports: Alter the layout and content of reports - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Email Management: Manage, store and organize emails within the system or via third-party apps - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Life & Health: Businesses operating within the life and health insurance sectors - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Policy Management: Create, manage, and track policies and procedures within an organization - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Risk Assessment: Initiate collection and analysis of known risks - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (14) 4.4 Based on 14 reviews ## Pricing Value for money 4.2 (14) ### Starting price Free trial not available Value for money 4.2 (14) 4.2 Based on 14 reviews 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. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (14) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (14) 5.0 Based on 14 reviews ## User reviews Overall rating 4.4 Based on 14 reviews Filter by rating 5(6) 4(7) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent AT adrian T. support Internet ### "trial user" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 April 25, 2022 Pros API, Customization, Mobile Support, Android Mobile App, great for start ups, Cons So far am not find any cons with this software Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Sumesh S. Head of Retail Insurance ### "A SATISFIED USER" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 17, 2019 Very satisfied with the professionalism by the team and excellent after-sales client support. Kudos to the team. Pros Easy to Use. Ability to multi task (work on diff tabs) Easy tracking. Cons Certain aspects have to be entered twice Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AG ALAN G. MARKETING EXECUTIVE Insurance ### "The Best Software for Insurance Brokers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 16, 2019 It is a user friendly software, perfect for Insurance brokers. Pros This software is customizable so that each broker can request for a modification when needed. Also the reports can be generated so fast and easily for our renewals and payment collections. Cons As this is a software stored in Local server cant access worldwide. But if uploaded in cloud server it need high speed internet. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RR RANJITH R. FINANCE MANAGER Insurance ### "PATRICK YORK INSURANCE" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 16, 2019 Pros I liked the customer service the most about this software. Cons To be frank there is nothing coming to my mind. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LJ Lijo J. IT admin, Claims and fleet insurance management executive Insurance ### "User Experience" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 16, 2019 Over all experience is good, better software than some others which are still operating with the outdated looks and working style Pros Ease of use, Auto Backup, Operating speed. Cons Operations Page - Details in the page should be customized as per the usage of individual users. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SD Swathy D. Marketing manager Insurance ### "Best Insurance software ever!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 16, 2019 Its a life saver when it comes to Insurance software Pros easy to use, Fast, reliable and accurate Cons could have added more color themes and shades Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AS AKHIL S. FINANCIAL CONTROLLER Insurance ### "Good product.." 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 10, 2019 Good solution with great technical support. Pros Insuria has all the functionalities mainly required for insurance broker business. Micro details of the operations and accounts are covered. The system is flexible and can accommodate necessary customization and changes. Good technical support by the vendor. Cons Modules like HR and CRM can be enhanced further. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Jeejo T. Deputy General Manager Insurance ### "Insuria Application is very user friendly and we have peace of mind after using the same" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 8, 2018 Entry, tracking & reporting the insurance business for brokers. Pros Insuria brings various reports which help every operations of the company to understand the volume and preparing the growth plan. Detailed Renewal data helps to retain the customers. Cons Delay in downloading certain reports. Mainly the complexity of the report. Delay in downloading certain reports. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS SABITHA S. INSURANCE UNDERWRITER ### " Insuria redefined our business management replacing our dependency on excel and tally." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 12, 2017 Pros Insuria interprets our business activity helping us to relate the system with our daily activities. Cons The KYC is finance targeted rather than operations. If the KYC is modified to help the operations department, it would help us in planning future business with a particular client based on his business relation with the organization. Currently KYC displays only financial transaction data. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BR Bright R. Team lead underwriting ### "Insuria made our underwriting dept management at the tip of our fingers." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 October 12, 2017 Pros All features and facilities relates to our day to day activity helping the end user to associated with the system at ease. Their debt management function enables us to keep a tab on our debtors which makes our collection management systematic. Cons The fleet management can be optimized a little bit more by reducing the steps that are involved at the time of data entry. Endorsement views can be enhanced a little bit so that in case of reprinting or for re checking it would help the user much better. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/161491/Ozone-Insuria/reviews/) ## 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.