Best Insurance Software for Small Businesses (Free & Paid)

BrokerEngage is a comprehensive insurance agency software designed to streamline and enhance the operations of insurance brokers and agencies. Tailored to meet the unique needs of the insurance industry, BrokerEngage offers a robust suite of tools that improve efficiency, customer service, and business growth. The software features an intuitive client management system that allows brokers to easil... Read more about BrokerEngage

Innoveo Skye is a comprehensive insurance agency software designed to enhance operational efficiency and improve customer engagement for insurance providers. The platform offers a suite of tools for managing policy administration, claims processing, underwriting, and customer relationship management. With its user-friendly interface, Innoveo Skye enables agents to access client information quickly... Read more about Innoveo Skye

Insurance Commission Tracker is a specialized software designed to streamline the management of insurance commissions for agencies, brokers, and agents. The platform helps users track commissions earned from various policies, clients, and insurance providers, ensuring accurate and timely payouts. With its intuitive dashboard, users can view detailed reports on commission structures, earnings, and ... Read more about Insurance Commission Tracker

Mavera DSS is an advanced decision support software that provides organizations with data-driven insights to make better, more informed decisions. Designed to handle complex data sets, Mavera DSS offers tools for modeling, forecasting, and scenario analysis, helping businesses evaluate different strategies and predict potential outcomes. The software integrates data from multiple sources, such as ... Read more about Mavera DSS

INSIS is a powerful insurance agency software solution designed to enhance the efficiency of insurance brokers and agencies. It offers an all-in-one platform for managing client information, tracking policies, and handling claims, making it an invaluable tool for agents. The software features an intuitive dashboard that provides quick access to key metrics and reports, enabling users to monitor th... Read more about INSIS

Astonish is a comprehensive insurance agency software designed to streamline operations and enhance customer engagement for insurance agencies. This powerful platform provides tools for managing client relationships, processing claims, and automating marketing efforts, ensuring agencies can operate efficiently while delivering exceptional service. With features such as customizable dashboards, lea... Read more about Astonish

BindHQ is a comprehensive Insurance Agency Software designed to streamline the operations of insurance agencies and brokers. It offers a robust platform for managing client information, tracking policy details, and handling claims processing, ensuring efficient and effective agency management. BindHQ features an intuitive interface that allows agents to easily access and update client records, man... Read more about BindHQ

SEI CRM is a comprehensive Customer Relationship Management (CRM) Software designed to help businesses manage their customer interactions, sales processes, and marketing campaigns effectively. The platform offers tools for lead management, contact organization, sales tracking, and customer communication, ensuring that businesses can build and maintain strong relationships with their clients. SEI C... Read more about SEI CRM

TBW - Broker Management System is an insurance agency software designed to streamline operations and improve efficiency for insurance brokers and agencies. The platform offers tools for policy management, client relationship management (CRM), commission tracking, and document storage, providing a comprehensive solution for managing insurance processes. TBW allows businesses to automate workflows, ... Read more about TBW - Broker Management System

Better Agency is a specialized property and casualty (P&C) insurance software that helps insurance agencies manage policies, claims, customer relationships, and marketing efforts. The platform integrates CRM functionalities with policy management, enabling agents to automate workflows, track customer interactions, and generate quotes quickly. Better Agency's marketing automation tools assist in nu... Read more about Better Agency

Pathway Insurance Software is a specialized email marketing platform tailored to the needs of the insurance industry. It offers customizable templates and automation tools designed to help insurance companies engage with their clients and prospects through targeted email campaigns. With Pathway, businesses can send personalized messages, reminders about policy renewals, and updates on new products... Read more about Pathway Insurance Software

IAssicur DBI is a specialized insurance agency software designed to automate and optimize the management of insurance portfolios, claims, and client relations. The software streamlines administrative tasks, such as policy creation, renewal reminders, and claims processing, reducing manual work and enhancing operational efficiency. IAssicur DBI features a powerful customer relationship management (... Read more about IAssicur DBI

CaseGlide is an innovative document management software designed to streamline the management of digital documents and improve collaboration within organizations. This platform provides a centralized repository for storing, organizing, and retrieving important documents, ensuring that users can access critical information quickly and efficiently. With CaseGlide, organizations can automate document... Read more about CaseGlide

InsurGrid is a property and casualty (P&C) insurance software designed to help insurance companies streamline their operations and improve customer service. The platform provides tools for managing policies, underwriting, claims, and customer interactions, making it easier for insurers to process claims and respond to customer inquiries. InsurGrid includes features for pricing optimization, risk a... Read more about InsurGrid

eBSEG Digital Insurance is a comprehensive software platform designed to help insurance agencies streamline their operations, enhance customer service, and improve efficiency across various lines of business. From policy management to claims processing, eBSEG provides a centralized solution that simplifies the entire insurance lifecycle. The software enables agencies to manage client accounts, tra... Read more about eBSEG Digital Insurance

JustiFi is a comprehensive financial services software designed to simplify financial operations and improve decision-making for businesses in the financial services sector. Whether you’re providing accounting, investment, insurance, or lending services, JustiFi offers a unified platform to manage your clients’ portfolios, track transactions, and ensure regulatory compliance. The software incl... Read more about JustiFi

AgencyZoom is an innovative insurance agency software designed to boost sales and streamline operations. Its user-friendly interface simplifies client management, enhancing efficiency. The software excels in automating workflows, reducing manual tasks, and saving time. A standout feature is its sales tracking ability, which helps agencies monitor performance and identify growth opportunities. Agen... Read more about AgencyZoom

NextAgency is an innovative insurance agency management software designed to empower brokers and agents. It offers a robust CRM system, centralizing client data and streamlining communication for better client relationships. The software excels in benefits and policy management, providing tools for efficient tracking and updating of client policies. NextAgency's unique feature is its NextBroker mo... Read more about NextAgency

GIMS 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 meet client needs. With features like automated reminders, customizable reporting, and integrated communication tools, GIMS helps ... Read more about GIMS

Agency Systems is a comprehensive insurance agency software designed to optimize operations for insurance agencies of all sizes. This platform offers tools for managing client information, processing claims, and tracking policy renewals, ensuring efficient operations and improved customer service. With features like automated reporting, document management, and compliance tracking, Agency Systems ... Read more about Agency Systems

Veruna is a comprehensive insurance agency software solution designed to streamline operations and enhance client interactions for insurance agencies. This powerful platform offers a suite of features, including policy management, client relationship management (CRM), and claims processing, all within a single user-friendly interface. Veruna helps agencies automate routine tasks, enabling agents t... Read more about Veruna

Anagram is a powerful claims processing software designed to streamline the claims management process for insurance providers, healthcare organizations, and other industries. The platform automates the submission, tracking, and approval of claims, reducing administrative costs and improving accuracy. With Anagram, businesses can quickly capture and process claims data, including medical records, i... Read more about Anagram

HUG HUB is a versatile insurance policy management software designed to simplify and automate the entire insurance lifecycle. It offers a comprehensive solution for managing insurance policies, claims, renewals, and communications between insurers, brokers, and policyholders. The platform centralizes all insurance-related data, making it easier for businesses to track policies, calculate premiums,... Read more about HUG HUB

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

pasCarrier is a leading insurance agency software tailored to meet the diverse needs of modern insurance brokers. It offers a comprehensive suite of tools for policy management, client communications, and claims handling, enabling agencies to operate more efficiently. With its user-friendly interface, agents can easily navigate through various features, ensuring a seamless experience while managin... Read more about pasCarrier