Best Insurance Policy Software for Small Businesses (Free & Paid)

Running a small business comes with unique challenges, including tight budgets and limited resources. That’s why choosing the right insurance policy software can significantly improve your workflow and help you compete more effectively. Here, we feature the top insurance policy software solutions designed for small businesses—offering affordable pricing, user-friendly interfaces, and scalable features that grow alongside your company.
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Last Updated: October 01, 2025

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190 Software

Popular Picks in Insurance Policy Software

AgencyBloc AMS+

AgencyBloc AMS+

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AgencySmart

AgencySmart

$49 Per user

BindHQ

BindHQ

$3,622 Per month

BriteCore

BriteCore

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List of Top Best Insurance Policy Software for Small Businesses

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One-Time Payment

Quote Based

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Self Employed

Small Business

Medium Business

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Scalepoint CORE is a comprehensive claims processing software designed to streamline and automate the insurance claims management process. Built with insurance companies in mind, Scalepoint CORE helps manage claims from initial reporting to final settlement, providing a centralized platform for all stakeholders involved. The software integrates with policy administration, customer service, and ris... Read more about Scalepoint CORE

Free Trial

NA

Pricing Type

Contact Vendor

Location

Denmark

Compulife Quote Software is a powerful quoting solution tailored for the life insurance industry. It enables agents and brokers to generate accurate, real-time insurance quotes for clients. The platform simplifies the quoting process by providing access to a comprehensive database of life insurance policies, allowing users to compare premiums, benefits, and coverage options across various provider... Read more about Compulife Quote Software

Free Trial

Available

Pricing Type

$104 Per year

Location

United States

InsFocus BI is a robust business intelligence software designed to help organizations transform their data into meaningful insights. This platform offers a range of tools for data visualization, reporting, and dashboard creation, enabling users to monitor key performance indicators (KPIs) effectively. With its intuitive interface, InsFocus BI allows users to easily connect to various data sources ... Read more about InsFocus BI

Free Trial

Available

Pricing Type

$5000 Per month

Location

Israel

ISMIS is a comprehensive insurance policy software designed to streamline policy management and enhance customer service for insurance companies. This platform provides robust tools for managing policy information, tracking claims, and facilitating customer interactions, ensuring that organizations can operate efficiently. With its user-friendly interface, ISMIS allows users to easily access and u... Read more about ISMIS

Free Trial

NA

Pricing Type

Contact Vendor

Location

United Kingdom

PDSpectrum is an advanced claims processing software designed to streamline the management of insurance claims. This platform automates and simplifies the entire claims lifecycle, from initial submission to final resolution. With PDSpectrum, users can easily track claims, manage documentation, and communicate with stakeholders through a centralized system. Its robust reporting features provide ins... Read more about PDSpectrum

Free Trial

NA

Pricing Type

$60000 Per user

Location

United States

SAIBA Global is a comprehensive commercial insurance software designed to streamline policy management, underwriting, and claims processing for insurance companies. This platform provides powerful tools for managing the entire insurance lifecycle, ensuring that organizations can deliver exceptional service while minimizing operational risks. With SAIBA Global, users can automate key processes, suc... Read more about SAIBA Global

Free Trial

NA

Pricing Type

Contact Vendor

Location

India

Faktor-IPM is a specialized insurance policy software designed to help insurance companies manage their policy administration and underwriting processes effectively. This platform provides comprehensive tools for creating, managing, and tracking insurance policies, ensuring compliance with regulatory standards. With Faktor-IPM, users can easily issue new policies, manage renewals, and track policy... Read more about Faktor-IPM

Free Trial

NA

Pricing Type

Contact Vendor

Location

Germany

ANVA Hub is an advanced insurance policy management software designed for insurance brokers, agents, and companies to streamline the policy administration process. The platform simplifies the creation, tracking, and management of insurance policies, ensuring that insurance providers and agents can offer timely services to clients while maintaining high levels of accuracy. ANVA Hub includes feature... Read more about ANVA Hub

Free Trial

NA

Pricing Type

Contact Vendor

Location

Netherlands

SideCare is an innovative expense report software designed to help businesses streamline the management of employee expenses, improve compliance, and gain better visibility into financial activities. The platform enables employees to submit their expenses through an intuitive interface, attaching receipts and categorizing charges for easy approval. Managers can review, approve, or reject expense r... Read more about SideCare

Free Trial

Available

Pricing Type

$0.01 Per month

Location

France

Insurance Software for Carriers & MGAs

Insillion is a comprehensive RFP (Request for Proposal) software that simplifies the process of creating, managing, and responding to RFPs. Designed for businesses of all sizes, Insillion streamlines the entire RFP lifecycle, from the initial request to the final submission. The platform enables users to create customizable templates for RFP responses, ensuring consistency and accuracy across all ... Read more about Insillion

Free Trial

NA

Pricing Type

Contact Vendor

Location

India

InsurancePlus Software Series is a comprehensive software solution designed specifically for insurance agencies to manage their operations efficiently. With features such as policy management, claims processing, and customer relationship management, InsurancePlus enhances agency productivity. The user-friendly interface allows agents to track client information and manage policies easily. Addition... Read more about InsurancePlus Software Series

Free Trial

NA

Pricing Type

$10000 Per user

Location

United States

IDIT Software Suite is a comprehensive insurance policy management solution tailored for insurance companies looking to streamline their operations. The software offers end-to-end policy lifecycle management, from policy creation and issuance to renewals and claims processing. IDIT is highly configurable, supporting various types of insurance products, including life, health, property, and casualt... Read more about IDIT Software Suite

Free Trial

NA

Pricing Type

Contact Vendor

Location

Israel

Ultera/P8 is a cutting-edge insurance policy software designed to streamline the insurance management process for providers. This comprehensive solution enables users to create, manage, and track various insurance policies efficiently. With user-friendly interfaces, Ultera/P8 simplifies complex tasks such as underwriting, claims processing, and policy renewals, making it easier for insurance profe... Read more about Ultera/P8

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

SohamGeni is a specialized insurance policy software designed to streamline the management of insurance policies for agencies and brokers. The platform offers a comprehensive suite of tools for policy creation, underwriting, claims processing, and customer management. With its user-friendly interface, SohamGeni enables users to efficiently manage policy lifecycles, from initial quotation to renewa... Read more about SohamGeni

Free Trial

NA

Pricing Type

Contact Vendor

Location

India

NinjaQuoter is an innovative insurance policy software designed to streamline the quoting process for agents and brokers. It allows users to quickly generate accurate insurance quotes across multiple carriers, saving valuable time and improving efficiency. With its intuitive interface, agents can easily input client information and compare policy options side-by-side, ensuring clients receive the ... Read more about NinjaQuoter

Free Trial

Available

Pricing Type

$19 Per month

Location

United States

Proformex is a state-of-the-art Insurance Agency Software designed to streamline and enhance the operations of insurance agencies, brokers, and agents. This comprehensive platform offers a wide range of features, including policy management, client relationship management (CRM), claims processing, and reporting, ensuring that all aspects of insurance operations are handled efficiently and accurate... Read more about Proformex

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

LineSlip is a dynamic risk management software solution designed to help businesses proactively identify, assess, and mitigate risks in their operations. It is particularly useful for insurance, legal, and financial sectors that need to manage exposure to risks and liabilities. With LineSlip, businesses can gain a comprehensive view of potential risks by monitoring key risk indicators and tracking... Read more about LineSlip

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Figuro is an innovative insurance policy software designed to help insurance companies, agents, and brokers streamline policy management, improve customer service, and optimize their operations. With Figuro, users can manage the entire insurance lifecycle, from quoting and policy issuance to renewals and claims processing. The software offers a user-friendly interface that simplifies policy creati... Read more about Figuro

Free Trial

Available

Pricing Type

$0 Per year

Location

Colombia

Quoteplicity is a powerful quoting software that enables businesses to create accurate, professional, and customized quotes for clients quickly and efficiently. Designed for companies in industries like manufacturing, construction, and services, Quoteplicity helps streamline the sales process by automating the creation of quotes, proposals, and estimates. Users can input product or service details... Read more about Quoteplicity

Free Trial

Available

Pricing Type

$97 Per month

Location

United States

LTC Quote Plus is a specialized insurance policy software designed to streamline the quoting and management of long-term care insurance policies. This platform provides comprehensive tools for agents to generate quotes, compare policy options, and manage client information efficiently. Users can easily access detailed policy information, ensuring that they can provide accurate recommendations to c... Read more about LTC Quote Plus

Free Trial

NA

Pricing Type

$25 Per month

Location

United States

UIS Policy Administration is a robust Insurance Policy Software designed to help insurance companies manage policies, claims, and customer information effectively. It provides tools for automating policy issuance, renewals, and endorsements, as well as handling claims processing and customer communication. UIS Policy Administration integrates with billing systems to streamline premium collections ... Read more about UIS Policy Administration

Free Trial

NA

Pricing Type

Contact Vendor

Location

South Africa

1insurer Suite is a comprehensive insurance agency software designed to streamline the operations of insurance agencies and brokers. This platform provides tools for managing client relationships, processing claims, and tracking policy details, ensuring that agencies can operate efficiently and effectively. With 1insurer Suite, users can automate routine tasks, manage renewals, and monitor commiss... Read more about 1insurer Suite

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

pVerify is an advanced Electronic Discovery (eDiscovery) software designed to simplify the process of managing legal data during litigation and investigations. The platform helps legal teams locate, preserve, collect, and analyze electronic evidence, ensuring compliance with industry regulations. pVerify’s automated data processing tools reduce the time and cost associated with manual revie... Read more about pVerify

Free Trial

Available

Pricing Type

$50 Per month

Location

United States

POLICYLive is a comprehensive insurance policy management software that streamlines the creation, tracking, and renewal of insurance policies for businesses and individuals alike. The platform allows users to manage their insurance portfolios efficiently by providing a central hub for policy details, claims tracking, and premium management. POLICYLive simplifies the process of renewing policies, r... Read more about POLICYLive

Free Trial

NA

Pricing Type

Contact Vendor

Location

India

Policy Works is a comprehensive insurance policy software tailored to optimize the management of insurance policies for brokers and agents. This feature-rich platform provides essential tools for tracking policy details, managing claims, and maintaining client communications. With a user-friendly interface, Policy Works allows agents to efficiently access policy information, generate reports, and ... Read more about Policy Works

Free Trial

Available

Pricing Type

$99 Per month

Location

Canada

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