# REACH Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about REACH Software - reviews, pricing plans, popular comparisons to other Document Management products and more.

Source: https://www.capterra.com/p/183999/Reach

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# 

 REACH Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

REACH

## What is REACH?

REACH Business Cloud® is the all-in-one digital completion and CX app for insurance agents to interact and transact with their customers at scale. Automate eSignatures, forms, payments, doc collection, and identity verification. Guide and support customers via co-browsing and live video. Enjoy top-notch security and compliance with REACH Business Cloud®. Save costs, boost sales, and transform customer journeys.

## What is REACH used for?

[Digital Signature](https://www.capterra.com/digital-signature-software/)[Identity Verification](https://www.capterra.com/identity-verification-software/)[Insurance](https://www.capterra.com/insurance-agency-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
available

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Do you work for REACH?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.reachhq.com/static/index.html&name=REACH)

## 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.

### REACH

5.0 (1)

VS.

[4.2 (990)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting Price

Contact vendor

Starting Price

$69

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

4.0 (958)

Value For Money

4.0 (1)

Value For Money

4.2 (781)

Customer Service

2.0 (1)

Customer Service

4.0 (753)

## REACH alternatives

[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

Highest Rated

[4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/)

Starting price

$200.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Starting price

$70.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews)

Starting price

$5000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

0%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Accounting Integration

Integrate with a third-party accounting system

Address Validation

Verifies and confirms the accuracy of an address

Age Verification

A way for institutions and businesses to check the age of their customers/clients.

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

REACH 88 features

Define levels of authorization for access to specific files or systems

Integrate with a third-party accounting system

Verifies and confirms the accuracy of an address

A way for institutions and businesses to check the age of their customers/clients.

Software program that continuously adjusts its behavior based on observed data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Anti-money laundering compliance helps businesses uncover suspicious financial activity

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

A record of all activities within the system, including user access, changes made, etc.

Verify the identity of users/devices to enable secure access

Detect speech to highlight frame subjects

Track and analyse user behavior within a system or network

Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns.

Record the audio of phone conversations for quality assurance purposes

Communicate using direct chat or messages within the system

Process of submitting and following up on claims with insurance companies

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Tracking, calculating, and paying commissions and earnings to employees

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Configure existing workflows to meet your organization's needs

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Import and export data to and from software applications

Protect sensitive data for digital privacy

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Automated or logic-based workflows that assist in the creation of electronic documents

Scan, move or upload electronic files within the software's repository

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assemble applications and processes by dragging over and arranging pre-built components

Digitally sign online documents

Create and send email blasts/campaigns

Reminders sent via email

Store, manage and track all forms in a centralized location

Scan and validate an ID barcode

Create, administer and manage insurance policies for various customers and insurance lines

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Verify the identity, suitability, and risks involved with maintaining a business relationship

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Businesses operating within the life and health insurance sectors

Ability to chat online in real time

Securely detect whether a user is a fake representation or a live human being.

Identify the physical location of an individual, asset, device, etc.

Access software remotely via mobile devices

Capture signatures via mobile devices

Share documents with different users to collect multiple signatures

Authenticate user identities through different methods such as ID cards, PINs, passwords, RFID, and biometrics

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, manage, and track policies and procedures within an organization

Streamlining repetitive tasks and activities through automated and predefined workflows

Specialized for companies in property and casualty (P&C) insurance sector

Generate quotes or estimates for customers

Engage in direct, instant messaging with customers, users, etc.

Active reporting of data and metrics

Ability to record, store, update, and retrieve information

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Initiate collection and analysis of known risks

Digitally share screen view with others

Search and filter data across systems to locate required information by entering keywords or certain criteria

Online portal through which end users can access the system, manage tasks, or obtain information

Allow users to access multiple services after entering their login credentials once

Track the status over time for a request, process, asset, or transaction

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Allow multiple team members to edit and work on the same document

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Guide new users to understand and become proficient in using a product or service

Connect with meeting participants remotely over video

Supports various video file formats

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.0 (1)

4.0

Based on 1 reviews

## Pricing

Value for money

4.0 (1)

### Starting price

Contact vendor  
for pricing

Free trial  
available

Value for money

4.0 (1)

4.0

Based on 1 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

2.0 (1)

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

2.0 (1)

2.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

DN

Dor N.

Manager

Insurance

### "Tammuz review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

2.0

2.0

Likelihood to Recommend

8/10

June 7, 2023

Positive. It solves a problem.

Pros

Hebrew interface is importanat for my employees

Cons

lack of ability to connect multiple template types to fill from database row and send all in one session

Reasons for choosing REACH

Price and availability

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

## Top-rated software of 2026

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)