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Here's our list of apps for Insurance Software. Filters help you narrow down the results to find exactly what you’re looking for.
Streem is a cloud-based customer experience software that helps businesses leverage augmented reality (AR) to provide remote support and streamline administrative processes, such as quoting, service tasks, and more. With StreemCore, supervisors can conduct live video calls with customers and quickly resolve their queries.
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AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation.
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Bitrix24 is a free cloud & open source collaboration platform providing CRM, document management, tasking, time management, & project management tools. Used by over 5 million businesses worldwide.
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LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card.
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The Broker's Workstation is a suite of insurance management applications designed to help businesses streamline underwriting, quoting, accounting, and policy management operations for property and casualty (P&C) brokers and agents. It includes various solutions including IntelliQuote, Customer Relationship Management, Broker Management Accounting,...
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Indio is a cloud-based solution, designed to help commercial insurance agents, brokers and agencies digitize insurance application and renewal processes. It includes an activity tracking module, which sends alerts when clients sign-in, update information, sign forms or submit documents.
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Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.
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NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs.
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Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.
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HealthSherpa is designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.
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EXLynx is a cloud-based solution that helps insurance agencies streamline processes related to online quoting, lead management, customer retention, email marketing, and more. With the rating engine, users can store ACORD forms, generate cost valuations, and submit quotes on a centralized platform.
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A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.
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Sentry provides error tracking and crash reporting so every developer can instantly see how their production code affects real users and automatically triage and resolve issues as part of their existing workflow. Sentry aggregates and adds important context to stack traces and tells you the users, services, and servers that were affected.
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An affordable robust On Line CRM Software solution for businesses of 5 to 200 users that includes Contact Management, Activity Management, Sales Management, Lead Management, Marketing, Customer Service, Project Management and Reporting.
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Eclipse is a cloud-based agency management software designed to help small to large insurance firms manage policies, customers, claims, documentation, accounting and reporting. The platform enables users to process company, as well as producer commissions and financial transactions.
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Commissionly is a cloud based sales commission and compensation solution for SMBs, with tools for managing sales compensation, sales territory, sales quota and sales objectives in a single interface. Users and their payees can access their information via the online dashboard from anywhere.
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InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.
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Anagram, formerly Patch, is an online insurance benefit management platform built to help healthcare providers understand & use their patient’s out-of-network healthcare plans and insurance benefits, and submit a claim online on their behalf
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Built around a customer-centric model, Macaw AMS supports end to end processes for Insurance Brokers especially for the MGAs, MGUs, Program Managers and Lloyds Cover-holders. Macaw is best for its flexibility and time to market. Macaw AMS is expected to cut down the cost per policy to one third.
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Athena life insurance broking tool is a comprehensive solution designed for insurance distributors, agencies, brokers and resellers. It helps calculate and display commissions or incentives for employees or franchisees and reconcile against the calculated commissions and actual commission received.
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ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, and control user permissions.
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Applied CSR24 is a cloud-based customer service software designed to help businesses provide a self-service portal to customers to deliver insurance information, online bill pay, documents, and messages on mobile devices. It lets teams alter documents according to the needs of the clients.
Read more about Applied CSR24
AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more.
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Partner XE is a web-based insurance and claims management software that helps businesses manage documents, proposals, client information, accounting, and more from within a unified platform. It allows staff members to automatically send text messages to clients regarding policy renewal, late payments, and other relevant information.
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AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.
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Agency Advantage is a web-based software designed to help insurance agencies create marketing campaigns, collect and save data using ACORD forms, and streamline communication with clients. It lets teams send text messages to individual clients and manage their trust accounts.
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PB System is the leader in eProcurement solutions for public agencies providing collaborative outreach, prequalification and diversity certification, bid management, insurance and contract management modules.
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Agentero is a cloud-based sales and service platform, designed to help insurance agents track opportunities and manage revenue. Key features include renewal prioritization, policy recommendations, coverage optimization, sales pipeline management, file import, and predictive modeling.
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Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.
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Guidewire provides flexible core systems that enable you to deliver insurance the way you’ve always wanted to. Our core system suite spans the entire property/casualty (P/C) insurance lifecycle—underwriting, policy administration, billing, claims, and reinsurance management.
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Pathway is a cloud-based system designed to help insurance agencies and brokers streamline client communication, marketing automation, and workflow management operations. It enables employees to handle client onboarding, contract renewal, billing, referral requests, and cross-selling opportunities.
Read more about Pathway Insurance Software
Agency Master is an insurance agency management software designed to help businesses create insurance certificates for commercial trucking and transportation operations. It enables employees to prepare financial statements and streamline billing and commission tracking activities.
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OneLink is a cloud-based agency management software designed to help businesses in many industries succeed. The platform lets organizations handle leads, follow-up with potential clients, assign call campaigns, and capture customer data across different communication channels.
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SIBRO is an end-to-end software for insurance brokers, insurance agents, and insurance broking companies, with complete policy cycle, prospect, and claims management. The software is responsive, and is compatible with tablet, mobile and desktop.
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