Best Insurance Software for Small Businesses (Free & Paid)

Special Agent is a specialized insurance agency software designed to meet the unique needs of insurance brokers and agents. This comprehensive platform includes essential tools for managing client relationships, tracking policies, and processing claims efficiently. With a user-friendly interface, Special Agent simplifies the workflow, allowing agents to quickly access client information, manage do... Read more about Special Agent

OPUS is a comprehensive insurance agency software solution designed to streamline operations and enhance client service for insurance agencies. This powerful platform provides essential tools for managing policies, tracking claims, and automating workflows efficiently. With its user-friendly interface, agents can easily access client information, generate quotes, and manage renewals in real time. ... Read more about OPUS

All Lines Policy Processing System is a comprehensive software solution tailored for insurance agencies, designed to streamline the entire policy management lifecycle. This platform enables agents to efficiently create, manage, and track insurance policies across multiple lines of coverage, ensuring compliance and accuracy at every step. Users can easily access policy details, perform renewals, an... Read more about All Lines Policy Processing System

InsureCert is an advanced insurance agency software tailored to meet the unique needs of insurance professionals. This platform simplifies the management of policies, claims, and customer interactions, providing a centralized hub for all agency operations. With user-friendly features, InsureCert enables agents to track leads, manage client data, and automate routine tasks, enhancing productivity a... Read more about InsureCert

A1 Tracker is an intuitive project management software designed to enhance collaboration and streamline project workflows. This platform offers tools for task management, team collaboration, and progress tracking, ensuring that projects are completed on time and within budget. A1 Tracker’s userfriendly interface allows teams to easily assign tasks, set deadlines, and communicate in real time. Th... Read more about A1 Tracker

ACSEL is an insurance agency software that enables agencies to manage policies, track claims, and maintain client relationships effectively. The platform offers tools for policy management, claims processing, and customer communication, ensuring that clients receive timely and accurate support. ACSEL’s analytics provide insights into policy renewal rates, claims history, and client satisfaction,... Read more about ACSEL

AM-DIS is a risk management software that helps organizations identify, assess, and mitigate potential risks. It provides businesses with real-time monitoring, enabling proactive decision-making to reduce the impact of risks. The software’s advanced analytics and customizable reporting features allow users to prioritize threats and address risk exposure effectively. By automating processes, AM-D... Read more about AM-DIS

INDIS is a risk management software that helps businesses identify, assess, and mitigate potential risks across various industries. The software provides a centralized platform for managing risk data, tracking incidents, and developing strategies to minimize risks. INDIS includes customizable risk assessments, enabling organizations to evaluate risks based on specific criteria and prioritize actio... Read more about INDIS

Agiliux is a specialized insurance agency software designed to streamline and optimize the operations of insurance agencies and brokers. The platform offers a comprehensive suite of tools for managing client information, policy administration, claims processing, and sales tracking, ensuring efficient and organized workflow management. Agiliux supports automated lead management, allowing agencies t... Read more about Agiliux

CrunchWork is a powerful workflow management software designed to streamline business processes, enhance collaboration, and improve efficiency. With its intuitive interface and customizable workflows, CrunchWork allows teams to create, track, and automate tasks across departments. The platform supports task assignment, progress tracking, and real-time updates, ensuring that all team members are al... Read more about CrunchWork

LinxCRM is a specialized customer relationship management (CRM) software developed for finance and insurance professionals, offering tools to streamline client management, sales, and after-sales service. It centralizes client data, loan details, and policy information, making it easier to track interactions and manage financial products. The software includes features for lead management, workflow... Read more about LinxCRM

TIS is a leading insurance agency software designed to streamline operations and enhance customer service for insurance providers. This comprehensive platform offers a suite of tools for managing policies, claims, and customer interactions. With TIS, insurance agents can easily track policy details, process claims efficiently, and maintain open lines of communication with clients. The software fea... Read more about TIS

Broksy is an innovative insurance agency software designed to simplify the management of insurance policies and client relationships. Tailored for insurance brokers, Broksy offers tools for policy tracking, client communication, and claims management, enhancing overall operational efficiency. With its intuitive dashboard, users can easily monitor renewals, track leads, and manage appointments, ens... Read more about Broksy

eHealthApp is a cutting-edge insurance agency software that streamlines operations for health insurance providers. Designed to enhance efficiency, eHealthApp offers tools for policy management, claims processing, and client communications. With its user-friendly interface, agents can easily manage client information, track policy changes, and automate routine tasks, allowing for improved productiv... Read more about eHealthApp

Wellnex is a comprehensive Insurance Agency Software designed to streamline and optimize the operations of insurance agencies, brokers, and agents. This robust 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 accurately. Wellnex... Read more about Wellnex

Benelinx is a comprehensive business management software designed to optimize operations across all facets of an organization, from finance and HR to sales and customer service. The platform offers an array of tools for streamlining workflow, improving efficiency, and increasing profitability. Benelinx features modules for inventory management, accounting, and project management, making it a one-s... Read more about Benelinx

HoundDog is a specialized insurance agency software designed to streamline operations and improve customer service within the insurance industry. The platform provides a comprehensive suite of tools to manage client policies, track claims, process payments, and ensure compliance with industry regulations. HoundDog’s intuitive dashboard gives insurance agents a centralized location to view client... Read more about HoundDog

Proris Blue is an innovative commercial insurance software that provides businesses with the tools to streamline the management of their insurance policies and claims. Designed with the unique needs of insurance agencies in mind, Proris Blue helps companies manage risk, track policyholder information, and automate claims processing. The software allows users to create and issue custom insurance qu... Read more about Proris Blue

IAMS (Insurance Agency Management System) is a robust insurance agency software designed to optimize the workflow of insurance brokers and agents. This feature-rich platform provides essential tools for managing client accounts, tracking policies, and processing claims efficiently. With IAMS, users can easily navigate through customer information, generate reports, and ensure compliance with indus... Read more about IAMS

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

Complete Agency Solutions is an all-in-one insurance agency software designed to streamline operations and enhance productivity for insurance agents and brokers. This platform provides a comprehensive suite of tools that facilitate policy management, client communication, and claims processing. With its user-friendly interface, agents can easily manage client information, track policy details, and... Read more about Complete Agency Solutions

JET Insure is a comprehensive Insurance Agency Software designed to streamline the operations of insurance brokers and agencies. It offers a robust platform for managing client information, policies, claims, and commissions. JET Insure features an intuitive CRM system that allows agents to track leads, manage customer interactions, and maintain detailed policy records. The software includes automa... Read more about JET Insure

Agency Engine is a commission management software designed to automate and streamline the process of tracking and paying commissions for agencies, sales teams, and independent contractors. With its easy-to-use interface, businesses can set up complex commission structures based on sales performance, client acquisition, or other criteria. The software allows for real-time commission tracking, ensur... Read more about Agency Engine