--- title: "REACH Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about REACH Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more." source_url: "https://www.capterra.com/p/183999/Reach/" page_type: "product" language: "en" --- # REACH Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 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/)[Workflow Management](https://www.capterra.com/workflow-management-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://www.g2.com/products/reach-automation/claim_requests/new?auto=true) ## 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. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price Contact vendor Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.4 (2,714) Value For Money 4.5 (2) Value For Money 4.3 (2,229) Customer Service 3.5 (2) Customer Service 4.3 (2,039) ## REACH alternatives Highest Rated [SignWell](https://www.capterra.com/p/184497/Docsketch/) [4.9 (2,714)](https://www.capterra.com/p/184497/Docsketch/reviews/) Starting price $12.00 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/184497/Docsketch/) [Docusign](https://www.capterra.com/p/121506/Docusign/) [4.7 (9,492)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/121506/Docusign/) [Dropbox Sign](https://www.capterra.com/p/144797/HelloSign/) [4.7 (1,450)](https://www.capterra.com/p/144797/HelloSign/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/144797/HelloSign/) [Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) [4.7 (4,262)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting price $19.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/) ## FAQs about REACH Overview ### What company size and specific industries is REACH built for? REACH is designed for insurers, MGAs, and brokers in the insurance industry. It targets organizations in these segments rather than a specific company size, making it a fit for firms that need software tailored to insurance operations and brokerage workflows. Features and Usability ### What are the key features of REACH? REACH offers AI/machine learning, AML compliance, KYC compliance, and risk assessment for verification and monitoring workflows. It also includes document management, digital signature, workflow automation, and approval process control, plus API access, third-party integrations, reporting and statistics, and role-based access controls. 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 formats support guided instruction, webinars offer scheduled group learning, documentation gives written reference material, and videos provide self-paced walkthroughs. Getting Started and Support ### What customer support options does REACH offer? REACH offers email/help desk, FAQ/forum, knowledge base, 24/7 live rep, and chat support. It also provides self-service help through its knowledge base and forum for common questions. No reviewer feedback on support experience is available here, so no claims can be made about response times or helpfulness. ## Features AI summary Based on 32,025 Workflow Management reviews Capterra data shows that buyers of Document Management software rank the following features as their top priorities: - **Secure Data Storage** (**56%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**49%**) REACH supports all three of the features reviewers rate most highly: **Secure Data Storage**, **Document Storage**, and **File Sharing**. Together, these capabilities give teams a secure place to store files, keep documents organized and accessible, and share information quickly across users, helping businesses protect records while improving day-to-day document handling. 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 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. 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 91 features ### All Features - 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 - AML Compliance: Anti-money laundering compliance helps businesses uncover suspicious financial activity - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Auto Framing: Detect speech to highlight frame subjects - Behavioral Analytics: Track and analyse user behavior within a system or network - Biometrics: Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns. - Call Recording: Record the audio of phone conversations for quality assurance purposes - Chat/Messaging: Communicate using direct chat or messages within the system - 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 - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Verification: Process of checking different types of data for accuracy to avoid errors or inconsistencies - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - 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 - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Marketing: Create and send email blasts/campaigns - Email Reminders: Reminders sent via email - Forms Management: Store, manage and track all forms in a centralized location - ID Scanning: Scan and validate an ID barcode - 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 - KYC Compliance: Verify the identity, suitability, and risks involved with maintaining a business relationship - 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 - Live Chat: Ability to chat online in real time - Liveness Detection: Securely detect whether a user is a fake representation or a live human being. - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Mobile Access: Access software remotely via mobile devices - Mobile Signature Capture: Capture signatures via mobile devices - Multi-Party Signing: Share documents with different users to collect multiple signatures - Multiple Authentication Methods: Authenticate user identities through different methods such as ID cards, PINs, passwords, RFID, and biometrics - 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 - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Chat: Engage in direct, instant messaging with customers, users, etc. - Real-Time Reporting: Active reporting of data and metrics - Records Management: Ability to record, store, update, and retrieve information - 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 - Screen Sharing: Digitally share screen view with others - 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 - Single Sign On: Allow users to access multiple services after entering their login credentials once - Status Tracking: Track the status over time for a request, process, asset, or transaction - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Team Collaboration: Allow multiple team members to edit and work on the same document - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Onboarding: Guide new users to understand and become proficient in using a product or service - Video Conferencing: Connect with meeting participants remotely over video - Video Support: Supports various video file formats - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - 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 4.0 (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 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. ## 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.