Best Insurance Software for Small Businesses (Free & Paid)

Softseguros is a specialized customer relationship management (CRM) software designed specifically for the insurance industry. This platform helps insurance companies manage client relationships, streamline sales processes, and enhance customer service. With Softseguros, insurance agents and brokers can track leads, automate communication, and manage policies all from a single, centralized system.... Read more about Softseguros

Cognition+ is an advanced insurance agency software designed to help insurance professionals manage their operations and enhance customer service effectively. This platform provides users with tools to manage client information, track policies, and streamline claims processing. With Cognition+, insurance agencies can automate various tasks, such as policy renewals and client communications, reduci... Read more about Cognition+

Kakbima is an insurance agency software platform designed to help insurance agencies streamline policy management, client interactions, and billing. It provides a centralized hub for agents to manage client portfolios, handle claims, and track policy renewals. Kakbima supports automated billing and reminders, ensuring that payments are processed on time and clients are notified of upcoming renewal... Read more about Kakbima

Gen4 Agency Management is a comprehensive insurance agency software designed to streamline operations for insurance brokers and agencies. This platform provides tools for managing client relationships, tracking policies, and automating administrative tasks. With its user-friendly interface, agents can easily access client information, generate quotes, and process claims efficiently. Gen4 supports ... Read more about Gen4 Agency Management

Third Eye is an advanced loan servicing software designed to optimize the management of loan portfolios for financial institutions. This powerful platform provides tools for tracking loan performance, managing payments, and ensuring compliance with regulatory requirements. With features such as real-time reporting, automated notifications, and customizable workflows, Third Eye enhances operational... Read more about Third Eye

Insuraccess is a comprehensive insurance agency software designed to streamline operations for insurance brokers and agencies. This platform provides users with tools to manage client relationships, track policies, and facilitate claims processing, ensuring efficient service delivery. Users can easily access client information, manage communications, and generate reports on policy performance thro... Read more about Insuraccess

AGEman Office is a specialized insurance agency software designed to help agencies manage their operations efficiently. The platform provides comprehensive tools for client management, policy tracking, and claims processing, ensuring that agencies can provide exceptional service to their clients. With its user-friendly interface, users can easily manage client information, track policies, and comm... Read more about AGEman Office

F2F Video Insurance Solution is a specialized insurance agency software designed to streamline the process of managing client interactions through secure video conferencing. The platform enables insurance agents to conduct virtual consultations, discuss policy details, and assist clients in selecting the right coverage options. F2F Video Insurance Solution supports integration with CRM systems, al... Read more about F2F Video Insurance Solution

InsuredHQ is a comprehensive insurance agency software designed to help insurance brokers and agencies manage policies, customer relationships, and claims efficiently. The platform provides tools for tracking client policies, managing renewals, and processing claims, ensuring that insurance agencies can operate smoothly and maintain strong client relationships. InsuredHQ’s CRM features allow bro... Read more about InsuredHQ

RiskRevu is a specialized insurance agency software designed to enhance the operations of insurance brokers and agencies. The platform provides tools for managing client relationships, tracking policies, and processing claims efficiently. RiskRevu supports features such as automated workflows, document management, and compliance monitoring, enabling users to streamline their operations and improve... Read more about RiskRevu

AgencySmart is a customer relationship management (CRM) software designed specifically for marketing and advertising agencies. The platform provides a centralized hub for managing client relationships, tracking leads, and organizing projects. AgencySmart helps agencies streamline workflows, increase collaboration, and improve client satisfaction by giving them a clear view of all client communicat... Read more about AgencySmart

Livegenic is a claims processing software designed to streamline the entire claims management process for insurance companies. The platform allows insurers to capture, manage, and assess claims in real time, improving the speed and accuracy of claims resolutions. Livegenic offers features such as video and image capture, enabling claim adjusters to virtually inspect damage and assess claims remote... Read more about Livegenic

eVo is an innovative insurance agency software designed to streamline the management of insurance policies and enhance client engagement. This comprehensive platform provides tools for tracking policy details, managing claims, and facilitating communication with clients. With features such as automated notifications, customizable reports, and detailed analytics, eVo enhances operational efficiency... Read more about eVo

Insureqlik is a comprehensive Insurance Agency Software designed to streamline the operations of insurance brokers and agents. Featuring an intuitive platform, Insureqlik allows users to manage client information, policy details, and claims processing with ease. The software includes robust tools for lead management, quoting, and renewal tracking, ensuring that all aspects of the insurance lifecyc... Read more about Insureqlik

Prime Insurance Suite is a comprehensive insurance agency software designed to enhance operational efficiency for insurance brokers and agents. This platform offers a wide array of tools for managing policies, claims, and customer relationships, all within a single integrated system. With its userfriendly interface, agents can easily access client information, track policy renewals, and process cl... Read more about Prime Insurance Suite

CaptaIMS is an Insurance Agency Software designed to streamline operations for insurance agencies. It provides a comprehensive set of features that cover client management, policy tracking, claims management, and billing. CaptaIMS simplifies the process of creating, updating, and tracking insurance policies, allowing agents to quickly access important client information. The software offers automa... Read more about CaptaIMS

Profida is a specialized insurance agency software designed to streamline operations for brokers and agents. This comprehensive platform offers a range of features, including client relationship management, policy tracking, and claims processing. With Profida, users can efficiently manage client accounts and access essential information quickly. The software’s intuitive design simplifies complex... Read more about Profida

Polygonal is a cutting-edge insurance agency software designed to empower insurance agents with the tools they need for efficient policy management. This versatile platform allows users to easily track policies, manage client information, and streamline claims processing. With its intuitive user interface, agents can quickly navigate through various features, enhancing productivity and reducing op... Read more about Polygonal

Cratchit LTX is a specialized insurance agency software designed to streamline operations and enhance customer service for insurance professionals. This platform provides comprehensive tools for managing policies, claims, and customer relationships effectively. Users can easily access client information, automate workflows, and generate reports to monitor performance. With features like integrated... Read more about Cratchit LTX

RightCalc is an innovative insurance agency software solution designed to streamline the operations of insurance professionals. This platform offers a comprehensive suite of tools for managing policies, claims, and client relationships efficiently. With its user-friendly interface, RightCalc allows agents to quickly generate quotes, process applications, and track policy renewals, ensuring a smoot... Read more about RightCalc

OneLink is a specialized insurance agency software designed to streamline operations and enhance client management for insurance professionals. This comprehensive platform offers tools for managing policies, claims, and customer interactions, enabling agencies to operate efficiently. With its user-friendly interface, OneLink allows agents to track client information, process claims, and generate r... Read more about OneLink

Securum is a comprehensive insurance agency software designed to streamline operations and enhance client service for insurance providers. This platform provides powerful tools for managing policies, tracking claims, and handling customer interactions seamlessly. With its user-friendly interface, agents can easily create and manage insurance policies, track claims progress, and monitor customer in... Read more about Securum Insurance Software

Macaw is a specialized insurance agency software designed to streamline operations for insurance brokers and agents. The platform provides tools for managing client information, tracking policies, and processing claims, enhancing the efficiency of insurance operations. With its userfriendly interface, agents can easily access client records, generate quotes, and manage renewals, ensuring that clie... Read more about Macaw

FileTrac Evolve is a feature-rich software solution designed specifically for insurance agencies. This platform simplifies document management, workflow automation, and client communications, making it easier for agencies to manage daily operations efficiently. FileTrac Evolve allows agencies to store, retrieve, and manage client records, policies, claims, and other essential documents in a secure... Read more about FileTrac Evolve

AGENCYMATE is a comprehensive software solution specifically designed for insurance agencies to manage their operations efficiently. The platform offers a variety of tools to streamline policy management, customer relationship management (CRM), claims tracking, and financial reporting, allowing insurance agents to focus on growing their business and providing better service. AGENCYMATE includes fe... Read more about AGENCYMATE