15 years helping New Zealand businesses
choose better software

15 years helping New Zealand businesses
choose better software

Insurance Agency Software

Insurance Agency software automates the business, customer service and office management activities for insurance agencies. These applications offer full client management database systems for a variety of insurance product areas such as life, health, property and casualty (P&C) and investment. Insurance Agency solutions also offer tracking systems for scheduling, electronic document filing, contracts and commissions as well as general accounting and business reporting tools. Insurance Agency software is related to Insurance Policy software and Insurance Rating software.

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293 results

Figtree General Insurance Claims

Figtree General Insurance Claims

5.0 (1)
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Figtree Insurance Management allows users to manage, monitor, and report on Insurance Claims in a user-friendly and modern way. Learn more about Figtree General Insurance Claims
Figtree Insurance Management is an integrated claims management software that provides efficient claims handling effective to any insurance operation. It improves customer service, lowers costs, and provides comprehensive data for risk analysis. The software provides a configurable, cloud-based claims management platform. The solution is fully configurable and its features include workflow automation, document management, standard and ad-hoc reporting, dashboards, and web-based data capture. Learn more about Figtree General Insurance Claims

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Bitrix24

Bitrix24

4.2 (796)
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Bitrix24 is #1 free insurance agency management platform used by 12 million teams. Cloud, mobile, open source.
Bitrix24 is #1 free insurance agency management platform used by 12 million teams worldwide. Cloud, mobile, open source. Free CRM, appointment scheduling, agency management, quotes, invoices, contracts, email marketing, calendars, more. Learn more about Bitrix24

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
EngageBay CRM

EngageBay CRM

4.7 (601)
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EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform. Learn more about EngageBay CRM

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Jenesis Software

Jenesis Software

4.7 (262)
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With Jenesis insurance agency management system and JenesisWeb website design, we handle all your agency needs.
Jenesis is a web-based management system designed to help insurance agents manage Personal lines and Commercial lines policies. Jenesis helps build strong relationships with policyholders while automatically marketing to potential customers, improving client communication through email integrations, increasing the efficiency with pre-filled Acord forms and offers your customers easy access to policy information via the Jenesis Client Portal. Learn more about Jenesis Software

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Indio

Indio

4.5 (230)
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Indio simplifies the P&C insurance application and renewal process for agents by creating a fully digital, modern customer experience.
Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded with a library of 10,000+ digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing. Learn more about Indio

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Workday Adaptive Planning

Workday Adaptive Planning

4.5 (192)
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Business budgeting software that provides a company with the financial and operational information it needs to make better decisions.
Elevate your budgeting, planning, and modeling with enterprise planning software. Familiar Excel-like sheets streamline the planning process and allow you to drill down into cell values in order to extract and share strategic insights. Configurable options and the ability to create custom calculations within your model give you the flexibility to adapt as your business grows and changes. Workday Adaptive Planning is positioned as a Leader in Gartner's 2019 Magic Quadrant for Cloud FP&A Solutions Learn more about Workday Adaptive Planning

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
PhoneBurner

PhoneBurner

4.8 (170)
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Boost sales team productivity up to 4x with our top-rated Power Dialing & Sales platform. Blend phone/email/SMS and close deals faster.
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. Learn more about PhoneBurner

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
NowCerts

NowCerts

4.8 (149)
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NowCerts offers a modern, secure platform for managing your insurance agency at an affordable price. The new benchmark in management!
At NowCerts, we understand the importance of flexibility in the digital age. That's why we're proud to offer AMS software that is not only browser-based for easy access but also Mac-compatible for seamless integration into your existing tech ecosystem. Partnerships with leading companies for seamless communication and data transfer (Automate365, Accord, InsuredMine, Gravity Certs, ePayPolicy, Aureus Analytics). A robust knowledge base and support team to help with any problems or quest. Learn more about NowCerts

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Applied Epic

Applied Epic

4.2 (134)
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Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting.
On-premise and cloud-based agency management system, providing automation capabilities to the business. The system offers a single, open application with integrated capabilities to manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes. Learn more about Applied Epic

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
AgencyBloc AMS

AgencyBloc AMS

4.8 (121)
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The #1 Agency Recommended Management Platform for life & health insurance agencies.
AgencyBloc, the #1 Agency Recommended Management Platform, supports life and health insurance agencies with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more. Learn more about AgencyBloc AMS

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
ClientCircle

ClientCircle

4.9 (120)
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With ClientCircle, you'll have happier clients and more sales. Made for insurance.
ClientCircle is complete suite of sales, marketing, and communications tools and services that help insurance agencies grow. We help insurance agents manage the full customer journey—from prospecting to cross-sales to building long-term, meaningful relationships. Learn more about ClientCircle

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Creatio CRM

Creatio CRM

4.8 (109)
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Get access to a variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more.
With Creatio CRM for insurance you get access to a broad variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more. Learn more about Creatio CRM

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
HealthSherpa

HealthSherpa

4.8 (105)
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A free CMS-approved platform to quote, enroll, and manage your ACA business.
A FREE platform to quote, enroll, and manage your ACA business. The easier, faster alternative to healthcare.gov - designed specifically for agencies & brokers. 1095s at your fingertips. Post-enrollment support to manage client follow ups. Free white-labeled website for customers to self-enroll. Easy to use application that averages <10 minutes. Changes made through our platform reflected on healthcare.gov and carrier portals Learn more about HealthSherpa

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Agency Matrix

Agency Matrix

3.7 (101)
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Insurance agency management software that lets you nurture and grow your book of business, your staff and your office from anywhere.
Agency Matrix, now part of ITC, is the most robust and affordable cloud-based technology company in the marketplace. Leading today's independent insurance agencies with cutting-edge technology, we are committed to delivering agency management software solutions that help you reach your business goals. Learn more about Agency Matrix

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Snappii

Snappii

4.6 (72)
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Snappii is a leading Mobile Apps and form apps company. About 500,000 people use Snappii Business Apps in 30+ Industries.
Snappii is a custom mobile app development company that delivers native iOS and Android apps efficiently and affordably thanks to its codeless mobile app development platform. Snappii specializes in Daily Logs, Project management, change management Apps predominantly for the Construction, Inspection and Field Services industries. Snappii has helped thousands of customers to ditch paperwork and improve collaboration between the team and the office. Contact us for a Free quote. Learn more about Snappii

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
EZLynx

EZLynx

3.7 (67)
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Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
EZLynx provides a single platform solution to help independent insurance agents keep their competitive advantage. The cloud-based Management system, real-time rating engine, and agency website provide a seamless foundation to maximize your agency's potential. Increase your ability to retain current customers while acquiring new business for both personal and commercial lines of business. Learn more about EZLynx

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
A1 Tracker

A1 Tracker

4.9 (66)
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Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.
A1 Tracker insurance policy management software is robust and includes features to manage insurance policies, insurance quotes, customer service, and claims management. A1 Tracker is suitable for businesses with multiple different insurance products, including health insurance, liability, commercial, aviation, marine, umbrella, and auto insurance. A1 Tracker streamlines insurance companies with automatic policy renewal notifications, policy document generation, and policy document management. Learn more about A1 Tracker

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Sentry

Sentry

4.8 (65)
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Sentry is the only developer-first app monitoring platform that gives real-time visibility into issues that matter to fix them faster.
With support for 99 platforms as well as single-tenant offerings, Sentry is essential for monitoring application code health. From Error tracking to Performance monitoring, developers can see clearer, solve quicker, and learn continuously about their applications - from the frontend to the backend. Learn more about Sentry

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Compulife Quote Software

Compulife Quote Software

4.9 (62)
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Life insurance quoting tool that helps agents create quotes for their clients via their websites, mobile devices, & PCs.
Life insurance quoting tool that helps agents create, process, and manage coverage quotes in batches and embed them across websites, mobile devices, & PCs. Learn more about Compulife Quote Software

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
HawkSoft CMS

HawkSoft CMS

4.4 (61)
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Our unique partnership philosophy drives our systems 97% recommendation rate and 18-year average agency retention.
Since 1995, HawkSoft is a leader in management systems that powers thousands of agencies who want effective workflows for property and casualty insurance without sacrificing a delightful experience for staff and policyholders. Created by independent agents, HawkSoft takes pride in being independently-owned. HawkSoft bundles all the core features to manage, grow, and measure your agency and offers API integrations with established service providers to expand your insurance technology stack. Learn more about HawkSoft CMS

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
AgentExpress

AgentExpress

4.6 (56)
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Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
Enroll Your Clients for ACA Plans in 5 Minutes or Less! ACAExpress.com provides insurance agents the power to stay ahead in an ever-changing industry. Our revolutionary ACA enrollment platform provides agents the tools they need to increase productivity in a simple, quick, and efficient platform. We put the power of health insurance enrollment back into the hands of agents by providing an ACA enrollment solution that is simple for agents to use. Learn more about AgentExpress

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Commence

Commence

4.9 (44)
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A comprehensive solution for managing Sales, Leads, Marketing, Help Desk Ticketing, a Customer Portal and Project Management.
Ideal for for businesses of 5 to 50 users looking for an easy to use, customizable solution for managing Sales, Marketing, Customer Service Ticketing and Project Management. Used in 30 industries in a dozen countries around the world. Fully integrated with MS Outlook & Google. Mobile Access included. Learn more about Commence

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Commissionly

Commissionly

4.9 (44)
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Highly customizable commission platform designed to replace your current excel solution and improve your compensation management.
Commissionly is a commission platform for small to Mid-Market Companies in all industries. It is a highly flexible platform that can be configured for any commission plan. Calculate Commissions Track Missing Commissions, Premium or Partner Payments Reconcile Commissions Pais Out V Payments Recieved Current customers served in Payments, Insurance, Financial Services, Health Energy, Education, and Telecoms. Learn more about Commissionly

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
QQCatalyst

QQCatalyst

3.2 (41)
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Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.
QQ Catalyst is a revolutionary new cloud-based insurance agency management system. Catalysts innovative user interface offers capabilities and design features unlike anything insurance agencies have ever seen before. With no set-up fee's, no monthly contract and a 30 day money back guarantee, we make it easy to do business with QQSolutions. Come and see why over 23,000 agents and over 5,000 agencies rely on our technology everyday to manage their business. Learn more about QQCatalyst

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Shape

Shape

4.8 (40)
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The most flexible CRM ever created!
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer r Learn more about Shape

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Commission Tracker

Commission Tracker

4.7 (34)
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Tracks and reports all commissions, bonuses and overrides due to each agent as well as policy and agent information.
Commission Tracker software is designed specifically for insurance agencies like yours. With Commission Tracker, you can easily track commissions, manage sales data, generate reports, and automate processes, saving you time and effort. Here are just a few of the benefits of using Commission Tracker: · Streamline your commission tracking process · Save time and increase efficiency · Easily manage sales data and generate reports · Automate processes to reduce errors Learn more about Commission Tracker

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Eclipse

Eclipse

4.9 (33)
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Agency management system that assists insurance firms with policy tracking, documentation, accounting and reporting.
Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. Offering knowledgeable and friendly support staff making for an easy transition to a new automation system. Imagine a full featured management system supported by a team of insurance and software experts that is ready to answer your questions immediately! Conversions from other management systems available. Learn more about Eclipse

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Wellnex

Wellnex

4.3 (33)
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CRM/CSM coupled with a Concierge-tech that offers free exclusive benefits & rates on Healthcare & Lifestyle services to its members.
Wellnex is the leading Singapore White Label Ecosystem dedicated to Clients that want to build-up their brand in full compliance with added services through their very own digital identity. Data Protection TrustMark Certified by IMDA, the platform comes with: - A customized App that offers a free concierge to provide affordable & reliable Health, Lifestyle & Home Services to - A multi-layer CRM for lead gen, marketing campaigns & publications, data management, Segmentation & Monitoring. Learn more about Wellnex

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Wrapbook

Wrapbook

4.8 (33)
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Wrapbook is an all-in-one software platform for employers and project-based workers. Easy onboarding, timecards, payroll, and more.
Wrapbook is an all-in-one software platform for employers and their project-based workers. Tackle onboarding, timecards, payroll, and insurance with Wrapbook, a powerful and easy to use platform for managing productions. Finally, entertainment payroll and production management made easy. Learn more about Wrapbook

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
NextAgency

NextAgency

4.8 (32)
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Leading agency management system with CRM, marketing and commission tools for L&H and senior agencies. No long-term contract required.
NextAgency saves health, senior and life agencies time, money and clients with an agency management system featuring CRM, marketing, and commission management tools. NextAgency keeps you organized with all your agency information in one place. Get more done, automate workflows, sync emails, contacts, and calendar events, integrate with Ease, track commissions and sub-agents, generate compensation disclosure forms and much more. No long-term commitment required. Free support and training. Learn more about NextAgency

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Anagram

Anagram

4.6 (32)
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Anagram delivers eligibility, benefits, and claims for vision insurance patients, in-network and out-of-network, in one simple platform
Anagram is an all in one vision insurance software platform that helps healthcare providers and patients access in-network out-of-network benefits in minutes and submit claims online. No more dealing with insurance companies by phone or submitting claims by paper. Anagram allows eye care providers to navigate all vision plans in a single software tool delivering eligibility, benefits, and claims for vision plans so that you can focus on patient care instead of vision insurance administration. Learn more about Anagram

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
VCA Software

VCA Software

4.9 (27)
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VCA revolutionizes the P&C claims journey by enabling transparency, communication and speed – increasing customer satisfaction.
With a P&C claims engine as its core, VCA Software (formerly known as Virtual Claims Adjuster) is a global SaaS platform focused on improving policyholder satisfaction and retention, while providing a next-generation ecosystem to improve intelligence and function for all stakeholders involved. The VCA platform simplifies and humanizes the claims journey – ultimately creating more customer lifetime value. Learn more about VCA Software

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
FileTrac Evolve

FileTrac Evolve

5.0 (27)
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FileTrac Evolve is the future of claims management. Scalable SaaS for pros, with seamless integrations and intelligent workflows.
Experience the future of claims management with FileTrac Evolve, a cutting-edge SaaS solution. Built for scalability, it's ideal for claims, insurance, and contracting professionals. Streamlined for user workflows with integrations like XactAnalysis, Symbility, and HOVER. Enhance client, contractor, and vendor relations with our personnel system and our extensive Partner Network. Connect seamlessly with Evolve via EvolveFusion, ensuring premium security and compliance. Learn more about FileTrac Evolve

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Agency Advantage

Agency Advantage

4.9 (27)
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Powerful, easy to use, agency management software with all of the features and tools agents want and expect.
We understand that independent insurance agents often struggle to retain customers while working hard to sell new policies. Solve these problems while increasing profit with our online software solution. Learn more about Agency Advantage

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Sentry

Sentry

4.6 (23)
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We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable.
We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable. Sentry adapts to the needs of each individual insurance agency. Whether you are dedicated to selling only one type of insurance or several, our platform will fit your needs. Sentry will become your best tool. Our goal is to make work easier and offer cutting edge technology. Learn more about Sentry

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
InsuredMine

InsuredMine

4.7 (23)
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An All-in-One Sales, CRM Marketing Automation platform for Insurance Agents to help them save time and accelerate growth.
All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Teams utilize InsuredMines Agency Portal and Mobile App to manage clients & prospects, offering an omnichannel presence and last-mile connectivity. Learn more about InsuredMine

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Apizeal

Apizeal

4.8 (21)
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Insurance management software that provides powerful tools to automate your business, calculate commissions, generate leads, and more.
Health and Life Insurance Agency Management Software developed in conjunction with administrators, agents, and owners of health and life insurance agencies to automate their workflow and optimize their resources, including the security and privacy their agents and clients demand. Our Software also provides powerful marketing tools to generate new leads and contact your clients via email and SMS. Schedule a demo with one of our experts and let technology do the heavy work for you! Learn more about Apizeal

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
mPACS

mPACS

4.4 (20)
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A quick to market, cost efficient solution to managing your Insurance Agency. MPACS highly configurable, robust, agile software.
Mandon Software is a UK Based Company founded in 1999. Our software MPACS offers a complete solution for managing your database of quotations, policies and claims. Includes rating, documentation, workflow, diary and auditing. On-premises or in the cloud solutions available. Our open API makes it simple to integrate with third parties making tasks more efficient, less open to human error and giving the end customer a more seamless experience. Learn more about mPACS

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Macaw

Macaw

3.5 (20)
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Built for Brokers with underwriting authority and 10+ Users, Macaw Macaw AMS supports end-to-end processes for Brokers & MGAs.
Macaw AMS is a cloud-hosted Insurance Agency Management Platform that helps end to end activity of MGAs & Brokers, covering CRM, Sales, Underwriting, Services, Claims and Accounting. The system has built-in Document Management System, Rules and Workflow components. Essential integrations are available with Payment Gateway, eSign and email marketing. Macaw AMS enables the Customers, Producers as well as Carrier Partners like to self serve with the help of the specialized portals. Learn more about Macaw

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Insly

Insly

4.9 (17)
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Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014.
Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014. Insly delivers a scalable solution for C-Suite employees and underwriters looking to launch and distribute new products. Additional services like accounting, reporting, and claims management tools further enhance the platform's capabilities for streamlining and optimising insurance selling and admin processes. Learn more about Insly

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Innoveo Skye

Innoveo Skye

4.7 (17)
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With over 10 years of experience in the insurance vertical, Innoveo's mission is to accelerate insurers' digital transformation.
We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Learn more about Innoveo Skye

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
ProNavigator

ProNavigator

4.7 (17)
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ProNavigator is purpose-built for insurance pros to organize every document you need in one convenient, easily searchable place.
ProNavigator is software purpose-built for underwriters, claims and operations teams, and agencies to organize all of their guidelines, wordings, operating procedures, marketing material and more. We simplify and speed up accessing information for your staff so that you can retrieve mission-critical insurance content in seconds, lower average handling time by significant margins, leverage contextual AI search and cut down on overhead costs. Learn more about ProNavigator

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Athena

Athena

4.2 (16)
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Cloud-based collaboration platform for construction inspection, centralizing deficiency, trade & homeowner management.
A cloud-based construction inspection software that provides an integrated platform to create custom inspections, track and manage deficiencies, interact with homeowners, book service dates and inspections, & more. Learn more about Athena

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Velocity

Velocity

4.1 (15)
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Insurance software for MGAs, Program Admins & Carriers. Handles rating, issuance, doc. mgmt, billing, claims, client portals and more.
Velocity offers an all-in-one P&C insurance solution for MGAs, Program Administrators, Wholesalers, Carriers and Large Retailers. Key features include policy issuance & administration, claims administration, built-in rating, self-service portals (agent & insured), billing & premium accounting, document management, reporting, ACORDs/custom apps, API Library, integration options, self-configuration training and more. Learn more about Velocity

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Vertafore Agency Platform

Vertafore Agency Platform

3.3 (15)
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Cloud-based insurance agency platform that helps retain customers, maximize profitability and successfully manage all operations.
Vertafore Agency Platform goes beyond traditional insurance agency management systems. From customer and policy management, to agency licensing, reference materials, and real-time rating, only Vertafore offers this comprehensive platform designed to make the modern agency more profitable today and into the future. Learn more about Vertafore Agency Platform

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Guidewire

Guidewire

3.3 (15)
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Guidewire is the platform P&C insurers trust to engage, innovate, and grow efficiently.
Guidewire is the platform P&C insurers trust to engage, innovate, and grow efficiently. ​We combine digital, core, analytics, and AI to deliver our platform as a cloud service. More than 450 insurers, from new ventures to the largest and most complex in the world, run on Guidewire. Learn more about Guidewire

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Xanatek Connect

Xanatek Connect

4.6 (14)
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Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more.
Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more. Learn more about Xanatek Connect

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Agreement Express

Agreement Express

4.6 (14)
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Automated software that helps payment companies streamline their merchant onboarding, underwriting, and monitoring process.
Agreement Express provides the solution to rapidly accelerate merchant boarding and drive scalable risk underwriting. The Merchant ScanXpress solution is designed for Wholesale ISOs, payment facilitators and ISVs to customize their scoring model based on their unique business needs across all merchant segments and the firm’s specific appetite for risk - all within minutes of your time. Learn more about Agreement Express

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
Ozone Insuria

Ozone Insuria

4.4 (14)
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Web based Insurance Broker(s) and insurance agent(s) Business management/ERP solution at a single server license Concept.
A digital web base solution to Insurance Broker(s) and insurance agent(s). The success of Ozone Insuria is the strong foundation of implementing daily business process with considerably minimum manual labor. A complete system with CRM, Policy and Customer administration, Finance, HR, customer invoicing and MI reports that helps analyzing business at your fingertips. SAAS/Enterprise version available. Learn more about Ozone Insuria

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management
ePayPolicy

ePayPolicy

4.9 (14)
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Faster, Easier, Integrated Insurance Payment Services
ePayPolicy's insurance-built payment platform helps insurance organizations accept payments online to speed up receivables, bind policies faster, and provide a seamless user experience. Beyond collections, you’ll have access to a variety of features to streamline accounting operations. ePayPolicy integrates payments into 18 of the most popular management systems, like Vertafore, Applied, NowCerts, and many more. Learn more about ePayPolicy

Features

  • Contact Management
  • Document Management
  • Quotes/Estimates
  • Insurance Rating
  • Activity Tracking
  • Policy Management
  • Self Service Portal
  • Audit Trail
  • Workflow Management