Best Insurance Software for Small Businesses (Free & Paid)

folk is an innovative and user-friendly software designed for efficient contact management and team collaboration. It stands out with its ability to aggregate contacts from various sources into one organized place, making it easier to manage both personal and professional networks. folk offers customizable tags and filters, allowing users to categorize contacts effectively and find them quickly. I... Read more about folk

Insly is a versatile and efficient insurance software designed for brokers and agents seeking to streamline their operations. It offers a comprehensive suite of features, including policy management, which allows for easy creation, management, and tracking of insurance policies. Insly's client management system is intuitive, enabling effective organization and access to client data. The software s... Read more about Insly

Applied Epic is a comprehensive insurance agency management software designed to streamline various business processes. Its user-friendly interface allows for easy navigation, making it accessible for all levels of users. Key features include centralized customer information, which improves client relationship management by providing a holistic view of client data. The software supports efficient ... Read more about Applied Epic

Guidewire is a leading provider of cloudbased software solutions for the property and casualty (P&C) insurance industry. It offers a suite of tools designed to help insurers manage their core operations, including underwriting, claims management, billing, and policy administration. Guidewire’s platform is highly configurable, allowing businesses to tailor the software to their specific needs and... Read more about Guidewire

BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to a... Read more about BrokerEdge

Damco's comprehensive P&C insurance software empowers property and casualty insurance companies, agents, and brokers to manage daily processes from a unified platform. It integrates critical functions, including claims, policy administration, underwriting, and customer service. By streamlining workflows and managing data from various sources, this cutting-edge software enhances efficiency and hel... Read more about InsureEdge

Oracle Insurance is an industry-leading software solution designed to streamline and optimize the operations of insurance agencies. From policy management to claims processing, Oracle Insurance provides a comprehensive suite of tools to manage the full insurance lifecycle. The platform includes powerful features for underwriting, pricing, risk assessment, and customer relationship management (CRM)... Read more about Oracle Insurance

Salesforce Service Cloud is a customer service application that combines various support features into one platform. It offers a comprehensive ticketing system that handles customer inquiries from multiple channels, like email, phone, and social media. The platform includes a knowledge base for self-service support, allowing customers to find answers quickly. Live agent chat and AI-powered chatbot... Read more about Salesforce Service Cloud

FirstGen is a comprehensive insurance agency software designed to streamline operations and enhance efficiency for insurance providers. This platform offers a range of tools for managing policies, claims, and customer relationships, allowing agencies to operate more effectively. With FirstGen, users can easily track client interactions, manage policy renewals, and streamline the claims process, en... Read more about FirstGen

Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly in... Read more about Bitrix24

Milliman Medicare Suggest is a specialized software solution designed for insurance agencies and brokers to help them navigate the complexities of Medicare plans. This software provides users with powerful tools to compare and suggest the most suitable Medicare plans based on individual needs and preferences. By analyzing customer data, such as medical conditions, prescription drugs, and preferred... Read more about Milliman Medicare Suggest

Daylite is a versatile and user-friendly software designed specifically for Mac, iPhone, and iPad users, catering especially to small businesses. Its main appeal lies in its ability to streamline various business processes. The software excels in managing client relationships and projects, offering seamless integration with Apple Mail. It also provides a centralized platform for tracking emails, c... Read more about Daylite

LiveHelpNow is a comprehensive customer support suite developed to streamline online customer service. This software is renowned for its multi-channel support system, which includes live chat, email ticketing, and a help desk, allowing businesses to manage all customer interactions in one place. A key feature is its customizable live chat tool, which enhances real-time communication with customers... Read more about LiveHelpNow

Guidewire BillingCenter is a comprehensive billing and invoicing solution designed for the insurance industry, providing a centralized platform for managing all aspects of billing, payments, and receivables. Tailored specifically to the needs of insurers, Guidewire BillingCenter streamlines the entire billing process from policy issuance to claims settlements. The software offers flexible billing ... Read more about Guidewire BillingCenter

Guidewire InsuranceSuite is an integrated software platform designed to support property and casualty (P&C) insurance carriers in automating and optimizing their operations. The platform includes a suite of applications that cover all aspects of the insurance lifecycle, from underwriting and policy administration to claims management and billing. Guidewire InsuranceSuite helps insurers streamline ... Read more about Guidewire InsuranceSuite

Guidewire InsuranceNow is a cloud-based insurance platform designed to streamline and modernize the operations of property and casualty (P&C) insurers. Tailored for both small and mid-sized insurance companies, InsuranceNow provides a comprehensive suite of capabilities, including policy administration, underwriting, claims management, and billing. The platform's cloud-native architecture allows i... Read more about Guidewire InsuranceNow

QQCatalyst is a comprehensive insurance agency software designed to streamline operations and enhance customer service for insurance agencies. This platform provides tools for client management, policy tracking, and billing, ensuring that agencies can operate efficiently and provide exceptional service. With features like automated reminders, customizable reporting, and integrated communication to... Read more about QQCatalyst

Vertafore Agency Platform is a comprehensive insurance agency software that helps agencies streamline their operations and improve customer service. The platform integrates multiple core functions, including customer relationship management (CRM), policy management, claims processing, and billing. It enables insurance agents to manage customer information in a centralized system, allowing for quic... Read more about Vertafore Agency Platform

SIRCON is a specialized insurance agency software designed to streamline agency management and enhance compliance for insurance professionals. This platform offers tools for managing agent licensing, tracking appointments, and facilitating continuing education effectively. With its user-friendly interface, SIRCON allows users to monitor licensing statuses, manage compliance requirements, and gener... Read more about SIRCON

Sapiens is an advanced insurance agency software designed for insurance providers and brokers. This comprehensive platform offers a suite of tools for managing policies, claims, and customer relationships throughout the insurance lifecycle. Sapiens allows users to automate processes, access real-time data, and generate detailed reports, which support strategic decision-making. The software’s int... Read more about Sapiens

Sure MGA Suite is a comprehensive insurance agency software designed to help managing general agents (MGAs) streamline their operations and improve overall efficiency. This platform provides tools for policy management, underwriting, and claims processing, enabling agencies to manage their workflows seamlessly. With features such as automated data entry, real-time reporting, and integrated communi... Read more about Sure MGA Suite

EbixASP is a powerful insurance agency software designed to streamline operations for insurance brokers and agencies. This platform provides users with tools for managing client relationships, processing claims, and tracking policy renewals efficiently. With features for automated workflows, document management, and reporting, EbixASP allows agencies to optimize their operations and enhance custom... Read more about EbixASP

EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all... Read more about EngageBay CRM

Insurance Policy Administration is a comprehensive software solution designed to streamline the management of insurance policies for agencies of all sizes. This powerful platform offers tools for policy creation, underwriting, and claims processing, ensuring that organizations can efficiently handle their insurance operations. With its user-friendly interface, users can easily create and modify po... Read more about Insurance Policy Administration

Indio is a comprehensive Insurance Agency Software designed to streamline and enhance the operations of insurance agencies, ensuring efficient client management, policy administration, and sales processes. This robust platform offers a wide range of features, including client relationship management (CRM), policy management, claims processing, document management, and detailed reporting, ensuring ... Read more about Indio

mPACS is a specialized insurance agency software designed to streamline operations for insurance professionals. With features for policy management, claims processing, and client communication, mPACS enhances efficiency and improves customer service. The software provides users with easy access to client information, allowing for timely responses to inquiries and claims. mPACS also includes report... Read more about mPACS

Agency AutomationTEAM is a comprehensive insurance agency software designed to streamline operations for insurance agencies. This powerful platform provides tools for managing client information, processing claims, and automating workflows, ensuring agencies can operate efficiently while enhancing customer service. With features such as customizable dashboards, lead tracking, and detailed reportin... Read more about Agency AutomationTEAM

INSXCloud is a cloud-based insurance agency software designed to streamline operations and enhance customer engagement for insurance professionals. This platform provides a comprehensive suite of tools for managing client relationships, policy administration, and claims processing, ensuring that agencies can operate efficiently and deliver exceptional service. Users can easily manage customer data... Read more about INSXCloud