Insurance Agency Software

Get the best insurance agency software for your business. Compare product reviews, pricing below. Read our buyer’s guide for more help.

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EZLynx Screenshot
EZLynx is a comparative rater and agency management solution. The modules are sold individually or bundled together, allowing you to purchase only the functionality you need. Some of the modules include a comparative rater…
Client OS
Web
Deployment
Cloud Hosted
AgencyBloc Screenshot
AgencyBloc is a CRM insurance software that helps agencies improve organization and efficiency. Mange your book of business with a solution that is specialized for life and health insurance agencies. AgencyBloc allows you to…
Price Range
$ $ · · ·
Starting Price
$65/month
Client OS
Web
Deployment
Cloud Hosted
HawkSoft Screenshot
HawkSoft is an insurance agency management system designed to help you retain clients, grow business, and measure key performance indicators. Some features included with HawkSoft include sales pipeline reports, email…
Client OS
Web, Windows
Deployment
Cloud or On-Premises
Jenesis Software Screenshot
Jenesis Software is an insurance agency management software solution that helps businesses manage clients, market to prospects, and build relationships with policyholders. Two product options are available—JenesisNow and…
Price Range
$ $ · · ·
Starting Price
$25/month/user
Client OS
Mac, Web, Windows
Deployment
Cloud or On-Premises
Insly Screenshot
Insly is an insurance software solution for brokers and managing general agents (MGAs). Solutions are available to cater to the needs of insurance brokers and underwriters. Insly features a user-friendly interface, online…
Price Range
$ $ · · ·
Starting Price
$59/month/user
Client OS
Web
Deployment
Cloud Hosted
Applied Epic Screenshot
Applied Epic helps insurance agents manage their entire book of business. Manage P&C, policy and benefits administration, financial accounting, customer relationships, and more from a single system. Reporting capabilities are…
Client OS
Web
Deployment
Cloud Hosted
Stream Suite Screenshot
Stream Suite is a P&C insurance management platform made up of a suite of modules that can be purchased together as an all-in-one solution or standalone to meet your business needs. Some of the modules include policy…
Client OS
Web
Deployment
Cloud Hosted
Phoenix Screenshot
Phoenix is comprised of five functionally-rich modules (Underwriting, Broking, Claims, Reinsurance and Accounting), which can operate independently, or can be bundled as required to form a robust end-to-end insurance…
Client OS
Web
Deployment
Cloud Hosted
BluInsurance Screenshot
BluInsurance is a leading cloud based, insurance focused CRM system that allows insurance agencies to capture leads, produce commercial insurance quotes, and manage policy renewal dates all in one place. BluInsurance is built…
Price Range
$ $ · · ·
Starting Price
$50/month/user
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
NowCerts Screenshot
NowCerts is a cloud-based insurance agency management system that is popular for it’s ease of use. This solution can be used to manage insurance businesses on any computer or mobile device with an Internet connection. Setup…
Price Range
$ $ · · ·
Starting Price
$69/month/facility
Client OS
Web
Deployment
Cloud Hosted
Agency Matrix Screenshot
Agency Matrix is an insurance agency system designed to help businesses improve efficiency and productivity. Independent agents can pick from a variety of plans that meet their business needs and upgrade as their business…
Price Range
$ $ · · ·
Starting Price
$69/month
Client OS
Web
Deployment
Cloud Hosted
Applied Rater Screenshot
Applied Rater is an insurance rating and quoting tool from Applied Systems. This system gives you access to over 500 insurers nationwide, allowing insurance agents to provide a range of options. Applied Rater integrates…
Client OS
Web
Deployment
Cloud Hosted
StoneRiver Insurance/ Financial Solutions Screenshot
StoneRiver financial solutions are tailored to meet the unique requirements of insurance accounting, and they are expertly installed and supported by insurance specialists. Used by hundreds of insurers, these flexible…
navicure ClaimFlow Screenshot
The solutions available on the Navicure ClaimFlow” platform facilitate the insurance billing and payments processes. Manage claims, remittance, denials and appeals easily. Plus, verify eligibility and simplify your diagnosis…
Deployment
Cloud Hosted
360Value Screenshot
360Value is a complete insurance-to-value solution for the property insurance industry. Based on unparalleled information and advanced technology 360Value will provide you with the best replacement cost estimates available…
Client OS
Web
Deployment
Cloud Hosted
InsurRate Screenshot
InsurRate is an insurance solution that manages the entire policy lifecycle for personal lines and commercial lines. Insurance companies can create quotes, manage underwriting rules, and more. InsurRate makes insurance rating…
Client OS
Web
Deployment
Cloud Hosted
Bitrix24 Screenshot
Bitrix24 is a business management software providing a unified approach to communications, tasks and projects, CRM, contact management, and website creation. Bitrix24 is available on-premise and on a private cloud. Calendar…
Price Range
$ $ · · ·
Starting Price
$69/month
Client OS
Web
Deployment
Cloud Hosted
INSIS Screenshot
INSIS is a complete solution to the insurance industry. By leveraging state of the art technologies, InsurSys has developed a complete solution, capable of handling distribution, underwriting, marketing, and claims handling…
Client OS
Windows, Web
Deployment
Cloud Hosted
Broker / Dealer Systems Screenshot
Broker/Dealers can now have the advantage of a customizable, cost-effective solution to keeping in touch with representatives and clients over the Internet RepCenter. With National Datamax, you can have a web site customized…
Commissions Management Screenshot
Advanced Billing enhances the receivables capabilities of Great Plains and Small Business Manager with functionality designed specifically for the Insurance industry: recurring transaction processing, split commission…
Client OS
Windows

We searched and searched, but we couldn’t find any products in our database that match your criteria. Perhaps our team of software experts can help? They’d be happy to provide a list of free insurance agency software recommendations that meet your exact requirements.

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Insurance Agency Software Buyer’s Guide

What is Insurance Software?

Insurance software manages business processes like claims and policy management, quoting and invoicing, and commission tracking for independent agents, brokerages, and insurance carriers. The system helps insurance companies draft, update, and store policy information. Terms and agreements will be stored within the system, allowing agents and clients to pull up the policy information and request updates as needed.

Some insurance solutions manage and process claims. The system will store images, forms, and other documents related to the policy and claim. Claim payments are approved or denied within the system and recorded when funds are disbursed.

Insurance systems can also help bring in new business and retain existing clients through lead management. Insurance brokerages offering insurance products from multiple carriers find a comparative rater beneficial. This allows agents to quickly calculate and provide rates from multiple carriers side by side, giving clients a better idea of available options. Insurance carriers and brokerages alike use lead management functionality to send marketing emails, track closed sales, and manage contact information for prospective clients.

Features of Insurance Software

Feature Description
Insurance Policy Management Maintain policy information including rates and terms.
Claims Management Keep track of all documents and images related to a claim. Create first notice of loss (FNOL) forms and disperse claim payments.
Comparative Rater Calculate insurance rates from multiple carriers for side by side comparisons.
Quoting and Invoicing Create quotes for new insurance contracts and convert accepted quotes into invoices.
Lead Management Store potential client information, send email blasts, manage marketing campaigns, and accept applications through an online form.
Commission Tracking Set commission rates for individual insurance agents, track commission disbursements, and distribute commission payments.
Document Management Upload, edit, and store important documents such as contracts, client information, claims documents, ACORD forms, and more.

Benefits of Insurance Software

Keep Policies Updated

Insurance software saves the policy terms and conditions within the system. The policy information varies based on the type of insurance. For example, auto insurance will require the make, model, and year of a vehicle, as well as the names and ages of the drivers on the policy. The policy can be updated by the provider or insurance agent as needed. For instance, adding newly purchased vehicle or a child that got their driver’s license.

Insurance policies also include the effective date and expiration date, the policy numbers, and premium amounts. Premiums can also be set to change based on the policy terms like good driver discounts or premium increases after an accident.

Insurance software can also generate a certificate of insurance. This allows policyholders to print and maintain proof of insurance for their own records.

The policy administration system will also notify you of missed payments and upcoming expirations dates.

Insurance policies in Applied Epic
Insurance policies in Applied Epic provide policy details include policy type, balance, and effective dates, as well as billing information.

Manage Claims from FNOL to Settlement

Insurance software helps agencies manage their claims. The software assists with accepting and declining claims, tracking claim status, and storing all relevant information regarding the claim.

For example, auto insurance providers need to collect information for a claim after an accident. The software will gather photos of the damaged vehicle, the date of the incident, insurance policy numbers, and loss information. The loss information can include the location of the incident, type of claim, and a detailed description of what took place.

When a claim is approved, the software will help calculate and record the amount disbursed. The system will also help you gather all evidence and statements regarding an insurance claim for risk management purposes. Having all of the information and consistent records will help you reduce the occurrence of fraudulent claims.

Claim information in Stream Suite
Claim information in Stream Suite includes the claim and policy numbers, image attachments, information about the claim, and more.

Compare Rates from Various Insurance Carriers

Most customers spend time shopping around in the insurance market. Brokerages that offer plans from multiple carriers can use a comparative rater within their insurance software to improve overall customer experience. The comparative rater will quickly calculate the real-time costs of similar plans across a range of insurance carriers. The insurance plans that are provided in the quote are chosen based on the customer’s requirements.

Most systems have a database with information from hundreds of insurance carriers where the quote information is drawn from. Some systems can scan an insurance carrier’s website to obtain plan prices.

The comparative rating system in EZLynx
The comparative rating system in EZLynx allows you to provide clients with quotes for similar plans from multiple insurance carriers at one time.

Keep Documents Organized in One Place

Insurance software keeps all important documents stored in one place for easy access when needed. Whether you need to keep customizable templates easily accessible or upload and store signed paperwork from new clients, insurance software will handle it. The system can also collect electronic signatures to make adding and updating contracts easier. All of your documents will be stored in an organized format, making it easy to find information for a specific client or draw up a new contract.

ACORD form in NowCerts
ACORD form in NowCerts includes the policy and claim numbers, as well as an electronic signature.

What Insurance Software Does Your Business Need?

Some insurance solutions are specialized for various types of insurance including:

  • Personal Lines
    • Homeowners Insurance
    • Auto Insurance
    • Health Insurance
    • Disability Insurance
    • Renters Insurance
    • Life Insurance
  • Commercial Lines
    • Workers Comp Insurance
    • Commercial Auto Insurance
    • Malpractice Insurance
    • Liability Insurance

Some systems are built for insurance companies that handle property & casualty insurance (P&C insurance), some systems are designed for companies handling life insurance, and some systems deal with both. When choosing a software vendor, be sure to check that it’s built for your specific industry requirements.