# 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 --- # 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. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial 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 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 (2) VS. [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 3.2 (22) Value For Money 4.5 (2) Value For Money 3.6 (15) Customer Service 3.5 (2) Customer Service 3.6 (14) ## REACH alternatives [4.7 (284)](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 [4.2 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% 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 [ParaCode](https://www.capterra.com/p/255226/ParaCode/) [4.8 (10)](https://www.capterra.com/p/255226/ParaCode/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars ## FAQs about REACH Overview ### What company size and specific industries is REACH built for? REACH is designed for insurers, managing general agents (MGAs), and brokers in the insurance industry. The product is aimed at organizations of any size within these sectors that need software tailored to insurance distribution and underwriting workflows. Features and Usability ### What are the key features of REACH? REACH offers AI/Machine Learning, AML Compliance, KYC Compliance, and risk assessment for compliance workflows, along with document management, document automation, and digital signature tools. It also includes workflow automation, audit trail, access controls/permissions, reporting & statistics, and third-party integrations for managing records and approvals. Talk to an expert ### More questions? Ask our experts Getting Started and Support ### What training and onboarding options does REACH offer? REACH provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online sessions support guided setup, webinars cover feature overviews and use cases, documentation offers written reference material, and videos provide self-paced learning. Getting Started and Support ### What customer support options does REACH offer? REACH provides email/help desk, FAQ/forum, knowledge base, 24/7 live rep, and chat support. No reviewer feedback is available to describe response times, helpfulness, or common frustrations, so the support experience cannot be summarized from user reports. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Audit Trail 5.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. Mobile Access 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Template Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, save, and re-purpose templates for emails, forms, etc. Third-Party Integrations 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Integration Integrate with a third-party accounting system 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 AI models, 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 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 Streamlining repetitive tasks and activities through automated and predefined workflows 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 (2) 4.0 Based on 2 reviews ## Pricing Value for money 4.5 (2) ### Starting price Free trial available Value for money 4.5 (2) 4.5 Based on 2 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 3.5 (2) 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 3.5 (2) 3.5 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent BP Brian P. General Manager Recreational Facilities and Services ### "Great Displays and product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 4, 2026 Great! Customer support was very helpful with setup and with troubleshooting. Easy to add advertisements and videos. Pros Good product and good support. Use it for 3 different screens in our facility. Great displaying schedules and advertisements. Cons Updating the template can be tedious at times. Wish it could be easier to make simple changes on multiple screens at the same time. 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. 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 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.