Best Insurance Agency Software

Sibro is a CRM software designed for insurance brokers. It helps insurance companies to manage their customers, monitor policy status, remind customers for renewals, create and track more leads, and engage customers. With a super-simple interface and immense functionalities, it mitigates all customer relationship challenges faced by insurance broking companies and helps them win more policies. It ... read more about Sibro

Damco’s InsureEdge is a scalable insurance policy and claims management software designed to help Insurers achieve maximum benefits through its comprehensive modules covering policy administration, claims processing, reinsurance, dashboards, statutory reporting, agency management, and more. InsureEdge has the industry’s most comprehensive and flexible insurance policy management functionalitie ... read more about InsureEdge

InsureCRM Software, a fully functional insurance CRM software, is one of the initiatives by Damco to empower insurers with digital capabilities to provide superior customer experiences. The agile platform is one of the best CRM software for insurance agents equipped with features to automate tracking of customer interactions on a single screen that leverages automation for logging their sales acti ... read more about InsureCRM

Damco’s BrokerEdge is a highly agile and flexible insurance broker software designed to help brokers achieve maximum efficiency and output through its comprehensive modules covering policy management, lead management, email and SMS marketing, commission tracking, document management and more. ... read more about BrokerEdge

BindHQ provides policy, accounting and document management at a fraction of the price of a traditional AMS and is accessible anywhere with an Internet connection. ... read more about BindHQ

HawkSoft Client Management System (CMS) is the smart choice to enhance office productivity, profitability, and customer service. Since 1995, HawkSoft has been nationally recognized as a leading provider of innovative agency management solutions. ... read more about HawkSoft CMS

Agency Matrix is the affordable agency management system that allows you to effectively manage your book of business, your staff and your office from anywhere.Originally launched in 2005, Agency Matrix is the fastest growing insurance management system on the market. ... read more about Agency Matrix

Everything that is truly good has a secret. And the best way to discover that secret is to research and experiment.Our goal from the beginning was to build an agency management system that is intuitive, secure, and responsive, yet affordable. We also strive to be creative and innovate. ... read more about NowCerts

XDimensional Technologies®, Inc. (www.xdti.com) based in Brea, CA, develops and markets comprehensive insurance processing and distribution solutions, that empower and connect agents, brokers, wholesalers, MGAs/MGUs, program administrators, carriers, and policyholders, driving efficient business production, superior customer service, and insightful business management. ... read more about Nexsure Agency Management

Zywave leads the insurance tech industry with the most expansive portfolio of sales management and client delivery solutions available. Through its deep expertise and unparalleled content offering, Zywave provides partners with solutions that deliver business efficiency, effectiveness and insights. ... read more about Brokerage Builder

Jenesis Agency Management Solutions features built-in marketing campaigns for prospecting and retention, quote management, real-time company policy inquiry, automated customer calling, company downloads, integrated credit card processing with no fees to the agent, commission tracking. ... read more about Jenesis Software

Indio simplifies the insurance application process for brokers and their clients. We make it fast, easy, and E&O free, saving your agency time and money. The white-labeled platform comes armed with 5,000+ digitally enhanced "smart"​ insurance applications, full e-signature solution, and secure document sharing. ... read more about Indio Technologies

An impressive new version for the best cloud-based Agency Management Software. Maximize your agency's potential, increase your sales, retain customers, organize tasks and get a high efficiency level keeping you up-to-date with key indicators.AdminSeg is a complete Portfolio Management System, perfect for Agencies, Brokers, Companies and every professional in the insurance industry. ... read more about AdminSeg

RateFactory offers an online platform to Brokers and General Agents for instantly quoting small group ACA rates for all carriers and plans available in a given market.It gives our client a cutting edge advantage they need to stay ahead and continue to offer the best solutions. ... read more about RateFactory

A leading international supplier of On-Demand software and E-commerce services to the insurance, financial, e-governance, e-learning and healthcare industries, Ebix, Inc. provides end-to-end on-Demand solutions ranging from infrastructure exchanges, front end & back end enterprise systems, outsourced administrative & custom software development solutions, and risk compliance solutions for various ... read more about SmartOffice

Mobius brings another dimension to insurance software with applications for any style of MGA, Broker or Insurer looking to trade in any market, and via any channel. ... read more about OpenGI Mobius

ARS Manager Plus will make your staff more productive and your agency more profitable. ARS Manager Plus is a powerful 32-bit Agency Management System designed to give you total control of your agency. From a Transactional filing engine to a powerful internal word processing feature, to scanning or capturing and displaying stored images and documents, Manager's comprehensive features allow you t ... read more about ARS Manager Plus

ITC’s agency management system InsurancePro can handle everything involved in running your insurance agency. It can track commissions, automatically update policy data and reconcile payment transactions. InsurancePro automates your daily tasks, which decreases your workload and increases your efficiency. All your client data will be at your fingertips and easy to access, which gives you time ... read more about InsurancePro

Velocity offers an all-in-one agency management system specializing in the Property & Casualty market that handles the business needs of MGAs, Program Administrators, Wholesalers, Carriers, Reinsurers, and Retailers. ... read more about Velocity

AgencyBloc is an agency management system that helps life and health insurance agencies grow their business with industry-specific CRM, commissions processing, and integrated business and marketing automation. ... read more about Agencybloc

Insly offers insurance policy management for insurance brokers, insurance agents, and MGAs. Our insurance management software has all features that an insurance broker or insurance agent needs for its business. ... read more about Insly

Independent life insurance agents and agencies, in the term/GUL and Final Expense market. Cloud based solution that provides life insurance quoting and lead generation forms for agent websites. Ninja Quoter is all about marketing. It was built by agents, for agents. In today's environment, agents shouldn't rely on old school marketing and lead capture processes, because consumers are catching on t ... read more about NinjaQuoter

eBaoCloud is Cloud-native and microservices based to handle massive Volume, Variation, and Velocity. eBaoCloud is a Platform-as-a-Service for insurance carriers, brokers/agents, affinity channels and InsureTech/FinTech startups to do fast innovation and deep connectivity. It provides a full set of insurance APIs for all mainstream products and processes. We provide core system suites to enable aut ... read more about eBaoCloud

Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Dea ... read more about InsuredMine

MACAW AMS is especially designed for the insurance brokers, the Delegated Underwriting Authority Enterprises like MGAs, MGUs, Program Managers, Underwriting Managers and Lloyds Cover Holders. The system is highly appreciated due to the other built-in document management system, rules and workflow components. Payment Gateway, eSign and email marketing and other essential features can be integrated ... read more about MACAW AMS

Xemplar Auto is configurable, low cost, easy-to-implement smartphone-based telematics solution. Helps reduce at-fault accidents and related claims due to risky driving habits. Comprehensive web portal for insurers to review driving related exposures across multiple dimensions, with drill-down capabilities to individual driver profiles, their trips and events. Xemplar Auto provides the technology ... read more about Xemplar Auto