Best Insurance Software for Small Businesses (Free & Paid)

Rehash is an insurance agency software that provides a comprehensive solution for managing and automating the day-to-day operations of an insurance business. The platform helps insurance agencies streamline tasks such as client management, policy tracking, claims processing, and billing. Rehash offers tools for managing leads, organizing customer data, and automating communications, improving both... Read more about Rehash

Agreement Express is a compliance software solution designed to help financial institutions and businesses manage risk and ensure regulatory compliance. The platform provides tools for automating the onboarding process for clients, tracking compliance status, and generating audit-ready reports. With Agreement Express, businesses can streamline their client onboarding processes by automating tasks ... Read more about Agreement Express

Snappii is a powerful construction management software designed to streamline project management and enhance collaboration for construction professionals. With its user-friendly platform, Snappii allows users to manage project timelines, budgets, and resources effectively. The software features customizable templates for various construction forms, enabling users to collect data and document proce... Read more about Snappii

BriteCore is a cutting-edge insurance agency software designed to streamline and enhance the operations of insurance providers. It offers a comprehensive platform for managing policy administration, claims processing, customer relationships, and compliance with ease. BriteCore’s intuitive interface allows insurance agents to efficiently handle policy creation, renewals, and endorsements, ensurin... Read more about BriteCore

Streem is an innovative call center software that integrates augmented reality (AR) to enhance customer support experiences. It allows support agents to see what customers are seeing through their smartphone cameras, enabling real-time visual assistance. Streem improves first-call resolution rates by providing accurate diagnostics and guidance without the need for on-site visits. The platform supp... Read more about Streem

Commence is a customer relationship management (CRM) software that helps businesses manage their customer interactions, sales, and support operations in one platform. It offers features like contact management, lead tracking, email marketing, and sales automation, enabling companies to build stronger relationships with their customers. Commence also provides detailed analytics and reporting, givin... Read more about Commence

GO-INSUR is a specialized insurance agency software designed to streamline operations and enhance customer service for insurance providers. This platform provides tools for managing policies, claims, and customer interactions, ensuring that agencies can operate efficiently. With GO-INSUR, users can easily track policy renewals, manage claims processing, and communicate with clients through a centr... Read more about GO-INSUR

ePayPolicy is a payment processing software designed to help businesses simplify and automate payment collections. The platform enables businesses to accept payments online, including credit card and ACH payments, making it easier for clients to pay invoices quickly and securely. ePayPolicy’s integration with accounting and billing systems ensures seamless synchronization of financial data and i... Read more about ePayPolicy

Wellthie Small Group is an insurance agency software tailored to help brokers and agencies manage group health insurance plans for small businesses. The platform streamlines the entire insurance process, from quoting to enrollment, helping insurance professionals save time and reduce administrative overhead. With Wellthie Small Group, brokers can generate customized health insurance quotes based o... Read more about Wellthie Small Group

AdInsure is a specialized property and casualty (P&C) insurance software designed to help insurers manage policies, claims, and underwriting processes. The platform streamlines the entire insurance lifecycle, from quote generation to claims settlement, reducing administrative costs and improving efficiency. AdInsure offers powerful tools for policy management, automated premium calculations, and r... Read more about AdInsure

Acturis is a comprehensive software solution for insurance agencies, offering a fully integrated platform for managing client policies, quotes, claims, and renewals. Designed with flexibility and scalability in mind, Acturis streamlines day-to-day operations and enhances the efficiency of insurance providers. Its robust capabilities include policy administration, automated underwriting, document m... Read more about Acturis

Bold Penguin is a powerful lead generation software tailored for businesses looking to attract and convert high-quality leads. Specializing in the insurance and financial sectors, Bold Penguin uses advanced algorithms and data-driven insights to help businesses connect with the right prospects. The platform’s easy-to-use interface allows users to create custom lead generation forms, capture pote... Read more about Bold Penguin

Commence CRM software has a proven track record of helping customers enhance sales by automating sales and customer relationship management. We achieve this by providing a full set of tools that encompass contact management, lead management, sales opportunity management, activity management, marketing campaign management, customer service, project management, and more. Read more about Commence CRM

AgencyOffice is a comprehensive insurance agency software designed to streamline operations and enhance customer service for insurance professionals. The platform offers tools for policy management, client communication, and claims processing, ensuring that agencies operate efficiently. With features like automated workflows, reminders for policy renewals, and detailed reporting capabilities, Agen... Read more about AgencyOffice

Finaeo is a comprehensive insurance agency software tailored to streamline operations for brokers and agencies. This powerful platform offers essential tools for client management, policy tracking, and commission calculations, ensuring efficient handling of insurance portfolios. With Finaeo, users can easily access client information and manage policy renewals, enhancing customer service and impro... Read more about Finaeo

Keylane Axon is a specialized insurance agency software designed to streamline operations for insurance providers. This platform offers tools for managing policies, claims, and customer relationships efficiently, ensuring that agencies can deliver exceptional service to their clients. With its user-friendly interface, users can easily access customer data, process claims, and track policy renewals... Read more about Keylane Axon

Socotra is a comprehensive insurance agency software designed to help insurers manage their operations more efficiently. The platform provides a wide range of tools for policy administration, claims management, underwriting, and billing, all within a single system. Socotra's flexible architecture allows insurance companies to customize workflows and integrate with other business systems, improving... Read more about Socotra

FINEOS 4.0 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 claims processing, ensuring that agencies can operate efficiently and provide exceptional service. With features like automated workflows, customizable reporting, and integrated commun... Read more about FINEOS 4.0

HawkSoft CMS is a comprehensive insurance agency management software designed to simplify the operations of insurance agencies. It offers a range of features, including policy management, claims tracking, and customer relationship management, all within a single platform. HawkSoft CMS automates routine tasks such as document generation, renewals, and invoicing, allowing agents to focus more on ser... Read more about HawkSoft CMS

Asuro is an innovative insurance agency software tailored to enhance the operational efficiency of insurance brokers and agencies. This platform provides a comprehensive suite of tools for managing policies, claims, client communications, and accounting functions within a single interface. With Asuro, users can streamline the quote generation process, automate policy renewals, and track claims sta... Read more about asuro

InsuredMine is a versatile insurance agency software that revolutionizes client relationship and agency management. It features an intuitive CRM system, centralizing client data for more effective communication and service. The software's automated marketing tools, including email and text campaigns, enhance client engagement and retention. Sales pipeline management is a key feature, allowing agen... Read more about InsuredMine

Effisoft is an advanced insurance agency software solution designed to streamline operations, improve efficiency, and enhance customer service for insurance providers. The software offers comprehensive tools for managing policies, claims, underwriting, billing, and customer communications, all within a single platform. Effisoft enables agencies to automate routine tasks, such as generating quotes,... Read more about Effisoft

Layr is a comprehensive insurance agency software designed to streamline operations for insurance professionals. This platform provides tools for managing policies, claims, and customer relationships, enabling agencies to operate more efficiently. With Layr, users can easily track client interactions, automate policy renewals, and manage claims processing through a user-friendly interface. The sof... Read more about Layr

AllClients is a user-friendly CRM software designed for small businesses. Its intuitive interface makes managing customer relationships a breeze. Key features include a comprehensive contact management system, where users can effortlessly organize and access client information. The software offers customizable email templates, enabling personalized communication with clients. AllClients also boast... Read more about AllClients

Partner XE is a powerful insurance agency software designed to streamline operations and improve customer service for insurance professionals. This platform provides comprehensive tools for managing policies, claims, and customer relationships. With features like automated workflows, real-time reporting, and integrated communication tools, Partner XE enhances productivity and reduces administrativ... Read more about Partner XE