Best Insurance Software for Small Businesses (Free & Paid)

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

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

Faktor Zehn Suite is a specialized insurance agency software designed to streamline operations for insurance providers and brokers. The platform offers a comprehensive suite of tools for managing policy administration, claims processing, and customer relationship management. Faktor Zehn Suite enables users to automate routine tasks, ensuring efficient handling of policies and claims while reducing... Read more about Faktor Zehn Suite

Foundation AI is an advanced legal document management software designed to help law firms and legal departments organize, manage, and secure their legal documents and records. The platform leverages artificial intelligence (AI) to automate document classification, making it easier for legal professionals to organize and retrieve documents. Foundation AI’s powerful search capabilities enable use... Read more about Foundation AI

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

Xanatek Connect is an all-in-one insurance agency management software designed to simplify the workflow of insurance professionals. It helps agencies streamline operations such as policy management, claims processing, and client communications. The platform offers a centralized database, making it easy to access client information and policy details. With built-in automation tools, it reduces admi... Read more about Xanatek Connect

Commission Tracker is a dedicated insurance agency software designed to simplify the management of commissions for agents and brokers. It automates the tracking of commission payments, ensuring that every transaction is accurately recorded and calculated. The software supports a wide range of insurance products, making it suitable for agencies handling multiple lines of business. Its user-friendly... Read more about Commission Tracker

SohamLife is a comprehensive insurance agency software designed to help insurance professionals manage their operations effectively. This platform provides users with tools for policy management, claims processing, and customer relationship management. With SohamLife, agents can streamline their workflow, ensuring timely responses to client inquiries and efficient handling of claims. The software ... Read more about SohamLife

Core Commissions is an advanced financial reporting software designed to streamline commission tracking and reporting for sales organizations. This platform offers comprehensive tools for managing commission structures, calculating payouts, and generating reports, ensuring transparency and accuracy in compensation. With Core Commissions, users can easily configure commission plans, track sales per... Read more about Core Commissions

QuotePro is a powerful insurance agency software designed to streamline operations and enhance customer service for insurance professionals. This platform provides comprehensive tools for managing quotes, policies, and customer relationships. With features like automated workflows, real-time reporting, and integrated communication tools, QuotePro improves productivity and reduces administrative bu... Read more about QuotePro

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

Market Quest for Insurance is a specialized marketing automation software designed to help insurance companies enhance their marketing strategies and improve customer engagement. The platform provides comprehensive tools for managing campaigns, tracking leads, and analyzing marketing performance, ensuring that organizations can optimize their outreach efforts. Market Quest allows users to create t... Read more about Market Quest For Insurance

BluRoot is a comprehensive software solution designed for insurance agencies to streamline operations, improve client relationships, and enhance service delivery. It provides tools for managing policyholders, claims, commissions, and billing, all within a single platform. BluRoot’s intuitive interface allows insurance agents to quickly access and update client information, process claims efficie... Read more about BluRoot

MyHealthily is a comprehensive human resource software designed to streamline and enhance HR operations for businesses of all sizes. It offers a robust suite of tools for managing employee information, tracking attendance, handling payroll, conducting performance evaluations, and facilitating recruitment, ensuring that organizations can efficiently manage their workforce and foster a productive wo... Read more about MyHealthily

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

Decerto Agent Portal is a specialized software solution for insurance agencies to manage policies, claims, and customer interactions effectively. The platform is designed to simplify the day-to-day operations of insurance agents by providing a user-friendly interface for managing client information, policy details, and claims processing. The software includes features such as automated policy rene... Read more about Decerto Agent Portal

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

Total Lead Domination (TLD) is a leading provider of cloud-based software solutions, built specifically for the success of health and life insurance call centers. Total Lead Domination is an SAAS platform tailored for health, life, and ancillary insurance products. We provide a CRM with all the tools necessary to manage your lead and policy flow, as well as a web phone for use with our dialer ser... Read more about TLD CRM

SurePath is a comprehensive insurance agency software designed to streamline operations and enhance client management for insurance professionals. It offers a robust platform for managing policies, tracking claims, and handling customer interactions efficiently. Features include automated workflow management, CRM integration, and document storage, ensuring that all client information is organized ... Read more about SurePath

AI Insurance is an innovative insurance agency software designed to streamline operations and enhance customer experience within the insurance industry. The platform provides a suite of tools for policy management, claims processing, and customer relationship management, enabling agencies to operate more efficiently. With its user-friendly interface, agents can easily track policyholder informatio... Read more about AI Insurance

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

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

Digital Insurance Suite is a comprehensive insurance agency software designed to streamline operations, manage client relationships, and enhance customer service. The platform provides tools for policy management, claims processing, billing, and customer communication, helping agents handle multiple aspects of insurance operations efficiently. With Digital Insurance Suite, users can track client i... Read more about Digital Insurance Suite

Quandri is a comprehensive insurance agency management software designed to streamline the operations of insurance businesses. It offers a robust set of features to manage policies, claims, billing, and customer relationships. Quandri allows insurance agents to track policyholder information, process claims, and generate invoices with ease. The platform also includes automated reminders for policy... Read more about Quandri

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