Best Insurance Agency Software
The best insurance agency software is ezlynx, bitrix24, engagebay, agencybloc, and velocity. It has several functions: policy issuance, policy and claims management, contract management of marketing automation tools, and customer relationship management (CRM) tools.
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Featured Software
List of 20 Best Insurance Agency Software
Category Champions | 2024
Software by Ozone United
Ozone Insuria is a fully featured Insurance Software designed to serve Enterprises, Startups. Ozone Insuria provides end-to-end solutions designed for Web App. This online Insurance system offers Insurance Rating, Contact Management, Quote Management, Document Management, Commission Management at one place. Read Ozone Insuria Reviews
Explore various Ozone Insuria features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Ozone Insuria Features- Quote Management
- Contact Management
- Commission management
- Policy Management
- Document Management
- Insurance Rating
- Claims Management
Ozone Insuria Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
Software by HawkSoft
HawkSoft is a promising insurance management system highly preferred by insurance agencies. This software is also intuitive and easy to use. It helps you keep track of your clients’ data, signature forms, images, and much more without the slightest hassle. Learn more about HawkSoft CMS
Explore various HawkSoft CMS features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all HawkSoft CMS Features- Commission management
- Claims Management
- Contact Management
- Policy Management
- Quote Management
- Insurance Rating
- Document Management
HawkSoft CMS Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
Software by A1 Enterprise
A1 Tracker is a fully featured Project Management Software designed to serve Startups, Agencies. A1 Tracker provides end-to-end solutions designed for Web App. This online Project Management system offers Import / Export Management, Scorecards, Workflow Management, 3PL, Cost-to-Completion Tracking at one place. Learn more about A1 Tracker
Explore various A1 Tracker features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all A1 Tracker Features- Truckload Management
- Credit Risk Management
- Portfolio Management
- Resource Management
- Receipt Upload
- Value At Risk Calculation
- Shipment Tracking
- Rate Management
A1 Tracker Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
Software by Applied Systems
Applied Rater is one of the best cloud-based insurance agency management systems. This highly intuitive and easy-to-use software comes with automated quoting, contact management, and pricing management modules to automate your tasks. Learn more about Applied Rater
Explore various Applied Rater features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Applied Rater Features- Pricing Management
- Insurance Rating
- For Personal Insurance
- For Casualty Insurance
- Quote Management
- Multiple Line Rating
- Broker / Agent Portal
- Customer Portal
Applied Rater Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
Software by QQ Solutions
QQCatalyst is a fully featured Insurance Software designed to serve Enterprises, Startups. QQCatalyst provides end-to-end solutions designed for Web App. This online Insurance system offers Policy Management, Commission Management, Quote Management, Contact Management, Insurance Rating at one place. Learn more about QQCatalyst
Explore various QQCatalyst features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all QQCatalyst Features- Document Management
- Insurance Rating
- Contact Management
- Policy Management
- Quote Management
- Claims Management
- Commission management
QQCatalyst Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
Software by Agency Matrix
Agency Matrix is a fully featured Insurance Software designed to serve SMEs, Startups. Agency Matrix provides end-to-end solutions designed for Web App. This online Insurance system offers Contact Management, Commission Management, Document Management, Quote Management, Policy Management at one place. Learn more about Agency Matrix
Explore various Agency Matrix features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Agency Matrix Features- Life & Health
- Quote Management
- Commission management
- Insurance Rating
- Contact Management
- Policy Management
- Property & Casualty
- Document Management
Pricing
Lite
$ 69
month
Gold
$ 129
month
Platinum
$ 179
month
Agency Matrix Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
Software by Insurance Systems
ISI Enterprise is a reputed insurance software known for its client-centric interface, configurability, and flexibility. This highly scalable software has been revolutionizing the way insurers operate. It provides online tech assistance during business hours. Learn more about ISI Enterprise
Explore various ISI Enterprise features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all ISI Enterprise Features- Renewal Management
- Policy Issuance
- Contact Management
- Claims Tracking
- Policy Management
- Cancellation Tracking
- Broker / Agent Portal
- Billing & Invoicing
ISI Enterprise Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
Software by Cloudia Assistant
Cloudia Assistant is a fully featured Insurance Software designed to serve SMEs, Agencies. Cloudia Assistant provides end-to-end solutions designed for Web App. This online Insurance system offers Commission Management, Contact Management, Document Management, Policy Management, Quote Management at one place. Learn more about Cloudia Assistant
Explore various Cloudia Assistant features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Cloudia Assistant Features- Policy Management
- Quote Management
- Contact Management
- Document Management
- Commission management
Cloudia Assistant Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
Software by Vertafore, Inc
Vertafore Agency Platform is a fully featured Insurance Software designed to serve SMEs, Startups. Vertafore Agency Platform provides end-to-end solutions designed for Web App. This online Insurance system offers Insurance Rating, Policy Management, Quote Management at one place. Learn more about Vertafore Agency
Explore various Vertafore Agency features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Vertafore Agency Features- Quote Management
- Policy Management
- Insurance Rating
Vertafore Agency Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
All-in-One Client & Lead Management, Marketing & C
OneLink is designed to serve insurance agents and agencies. OneLink offers Document Management, Contact Management, Policy Management, Commission Management all in one place. Learn more about OneLink
Explore various OneLink features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all OneLink Features- Communication Management
- Compliance Management
- Commission Calculation
- Flat Commissions
- Multi-State
- Data analytics and reporting
- For Personal Insurance
- Employee Database
Pricing
OneLink Business Plan
$ 75
Full License/Single User
OneLink Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
Software by Assurance Systems
AccuAgency is a fully featured Insurance Software designed to serve Startups, SMEs. AccuAgency provides end-to-end solutions designed for Web App. This online Insurance system offers Policy Management, Insurance Rating, Comparative Insurance Rating, Commission Management, Contact Management at one place. Learn more about AccuAgency
Explore various AccuAgency features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all AccuAgency Features- Carrier Upload
- Document Management
- Insurance Rating
- Comparative Insurance Rating
- Contact Management
- Multi-State
- Quote Management
- Policy Management
AccuAgency Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
AI & Video Based Digital Branch, Sales, On-Boardin
AI & Video Based Digital Branch, Sales, Marketing, PoS, On-Boarding & Distribution to run insurance, brokers, front-end operations with No-Touch. Helps in sales, leads, policy issuance, policy payments, and renewals. Learn more about MiO
Explore various MiO features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all MiO Features- For Brokers
- Case Management
- For Health / Medical Insurance
- For Life Insurance
- Rewards Management
- Sales Tracking
- Online payments
- For Sales
Pricing
Subscription
$ 1
Per Policy
Subscription
$ 50000
Per Month
MiO Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
AI Underwriting Platform that takes care of everyo
AI Underwriting Platform for Health & Life Insurance policy risk assessment, scoring, pricing and decisions for issuance under 60 seconds. Available to integrate with core Insurance platforms or use independently. Learn more about AUSIS
Explore various AUSIS features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all AUSIS Features- For Developers
- Life & Health
- Transaction History
- Health Record Access
- AI-Powered Detection
- Pattern Recognition
- Risk Alerts
- Document Imaging
Pricing
Subscription
$ 100000
Per Policy [Minimum 10000 Policies Per Month]
Licensing
$ 2000000
For 5 Years
AUSIS Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
AI Based Claims Automation and Assessment
ALFRED by Artivatic is an AI Claims Assessment and Automation Platform that enables Insurance, Brokers, TPAs and Businesses to allow their customers to file claims with entire digital process. Claims Payout settlement under 10 Minutes. Learn more about ALFRED
Explore various ALFRED features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all ALFRED Features- Investigation Management
- Insurance Processing
- Multiple Data Sources
- Member Portal
- Medication History
- Benchmarking
- Risk Assessment
- Health Score
Pricing
Subscription
$ 15
Per Claims [Minimum 500 Monthly Claims]
ALFRED Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Emergents | 2024
Enabling Innovation Gloabally
i2go is an insurance software as a service that simplifies the entire end-to-end processes for insurance companies of all sizes. Insurers can launch new products quicker, sell policies online, manage the claims process, build trusted customer relationships, and more. Learn more about i2go Cloud Insurance
Explore various i2go Cloud Insurance features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
- Renewal Management
- Multiple Line Rating
- Quote Management
- Agency Commission
- Commercial Lines
- Policy Management
- Analytics
- Underwriting Management
i2go Cloud Insurance Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Software For Insurance Agents
Smart Agent is the best, easy, effective & user-friendly Insurance policy management & reminder software & app for Insurance agents or agencies. It can be easily use for any kind of insurance (life, general, motor etc) & It will help to grow your insurance sales. Learn more about Smart Agent
Explore various Smart Agent features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Smart Agent Features- Renewal Management
- Customer Management
- Commission management
- Policy Administration
- Policy Management
- Health Insurance Administration
- Flat Commissions
- Commission Calculations
Pricing
Single Plan
$ 10
Per Year
Smart Agent Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
FAQs
Insurance agency software is meant to assist agencies in increasing customer retention and service while also reaching out to prospective customers to expand their company.