Top Insurance Software

Insurance Agency software automates the business, customer service and office management activities for insurance agencies. Use our rankings below to compare Insurance Software options and features, and find the best one for you and your business.

Insurance Software Features

Claims Management

Process of submitting and following up on claims with insurance companies

Commission Management

Track employee commission potential and earnings

Contact Management

Store and find contact information such as names, addresses, and social media accounts

Document Management

Collect, upload, store, and share all documents in a centralized location making it easier for everyone involved to access information

Insurance Policy Management

Create, administer and manage insurance policies for various customers and insurance lines

Quotes/Estimates

Create quotes/proposals and maintain a central repository of previous quotes

1

Bitrix24

By Bitrix

4.1★★★★(1,143 Ratings)

Bitrix24 is #1 free insurance agency management platform used by 8 million teams. Cloud, mobile, open source. Read More

2

Indio

By Applied Systems

4.6★★★★★(529 Ratings)

Indio simplifies the P&C insurance application and renewal process for agents by creating a fully digital, modern customer experience. Read More

3

Jenesis Software

By Jenesis Software

4.7★★★★★(432 Ratings)

With Jenesis insurance agency management system and JenesisWeb website design, we handle all your agency needs. Read More

4

PhoneBurner

By PhoneBurner

5★★★★★(343 Ratings)

Boost sales team productivity 4x with our top-rated Power Dialing and Sales platform. Blend phone/email/SMS and close deals faster. Read More

5

NowCerts

By NowCerts

4.9★★★★★(334 Ratings)

The new benchmark in insurance agency management: Secure, Intelligent, Intuitive, Affordable. Everything you need - nothing you don't! Read More

6

Applied Epic

By Applied Systems

4.3★★★★(288 Ratings)

Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting. Read More

7

Rocket Referrals

By Rocket Referrals

5★★★★★(253 Ratings)

We automate referrals, retention, & reviews for insurance agencies with intelligent touch-points & the best handwriting tech available. Read More

8

AgencyBloc

By AgencyBloc

4.9★★★★★(242 Ratings)

AgencyBloc is the #1 Agency Recommended Management System for life & health insurance agencies. Read More

9

HealthSherpa

By HealthSherpa

4.9★★★★★(230 Ratings)

A free CMS-approved platform to quote, enroll, and manage your ACA business. Read More

10

Agency Matrix

By ITC

3.9★★★★(216 Ratings)

Insurance agency management software that lets you nurture and grow your book of business, your staff and your office from anywhere. Read More