Best Insurance Agency Software
The best insurance agency software is ezlynx, bitrix24, engagebay, agencybloc, and velocity. It has several functions: policy issuance, policy and claims management, contract management of marketing automation tools, and customer relationship management (CRM) tools.
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Most Popular Insurance Agency Software
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List of 16 Best Insurance Agency Software
Contenders | 2025
Product Description
Ozone Insuria is a comprehensive software solution for insurance brokers, streamlining workflows, automating processes, and providing real-time data analytics to enhance productivity, efficiency, and customer satisfaction while reducing operational costs and improving accuracy and data integrity. Read More About Ozone Insuria
Ozone Insuria Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Email And Sms Notifications
- Reinsurance Management
- Risk Assessment
- Fraud Detection
- Underwriting
- Billing And Invoicing
- Customer Relationship Management (crm)
- Claims Processing
- View all Features
Ozone Insuria Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
HawkSoft is a promising insurance management system highly preferred by insurance agencies. This software is also intuitive and easy to use. It helps you keep track of your clients’ data, signature forms, images, and much more without the slightest hassle. Read More About HawkSoft CMS
HawkSoft CMS Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Mobile Access
- Customizable Templates
- Renewal Management
- Claims Management
- Activity Logging
- Client Management
- Task Management
- Lead Management
- View all Features
HawkSoft CMS Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
A1 Tracker is revolutionizing enterprise risk management with its innovative, customizable software, significantly enhancing efficiency by 90%. Its responsive support and advanced features make it a transformative solution for complex business needs, setting new industry standards. Read More About A1 Tracker
A1 Tracker Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Email Integration
- Client Portal
- Risk Management
- Budget Management
- Task Management
- Gantt Charts
- Customizable Dashboards
- Collaboration Tools
- View all Features
A1 Tracker Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
Applied Rater is one of the best cloud-based insurance agency management systems. This highly intuitive and easy-to-use software comes with automated quoting, contact management, and pricing management modules to automate your tasks. Read More About Applied Rater
Applied Rater Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Mobile Access
- Policy Management
- Client Management
- Payment Processing
- Customizable Templates
- Analytics And Reporting
- Claims Management
- User Permissions
- View all Features
Applied Rater Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
QQCatalyst is an intuitive agency management system designed to streamline operations and enhance client relationships for small independent agencies. It offers robust tools for sales, marketing, and policy management, all in one easy-to-use platform. Read More About QQCatalyst
QQCatalyst Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Commission Tracking
- Activity Tracking
- Reporting And Analytics
- Carrier Downloads
- Lead Management
- Data Security
- Renewal Management
- Document Management
- View all Features
QQCatalyst Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
Agency Matrix is a comprehensive agency management software designed to streamline operations, enhance customer relationships, and boost productivity. It offers robust features like automated workflows, reporting tools, and integrated communication systems, making it an essential tool for modern insurance agencies. Read More About Agency Matrix
Agency Matrix Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Email Marketing
- E Signature
- Mobile Access
- Policy Management
- Commission Tracking
- Reporting And Analytics
- Lead Management
- User Permissions
- View all Features
Lite
$ 69
month
Gold
$ 129
month
Platinum
$ 179
month
Diamond
$ 289
month
Agency Matrix Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
Cloudia Assistant is a powerful tool that simplifies business operations and boosts productivity. By automating routine tasks and providing real-time insights, it enables teams to focus on strategic activities, ultimately enhancing efficiency and driving better organizational performance. Read More About Cloudia Assistant
Cloudia Assistant Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Customer Relationship Management (crm)
- Communication Tools
- Document Management
- Billing And Invoicing
- Premium Calculation
- Customer Self Service Portal
- Compliance Management
- Policy Management
- View all Features
Cloudia Assistant Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
Vertafore Agency is a leading provider of innovative insurance technology solutions, dedicated to simplifying and automating processes for agencies, carriers, and MGAs. Their integrated platform enhances efficiency and fosters stronger relationships within the insurance industry. Read More About Vertafore Agency
Vertafore Agency Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Customizable Dashboards
- Renewal Management
- Mobile Access
- Lead Management
- Email Integration
- Compliance Management
- Billing And Accounting
- Claims Management
- View all Features
Vertafore Agency Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
OneLink is designed to serve insurance agents and agencies. OneLink offers Document Management, Contact Management, Policy Management, and Commission Management all in one place. Read More About OneLink
OneLink Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Billing And Invoicing
- Email Notifications
- Claims Management
- Customer Portal
- Fraud Detection
- Reinsurance Management
- Document Management
- Underwriting
- View all Features
OneLink Business Plan
$ 75
Full License/Single User
OneLink Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
AccuAgency is a comprehensive insurance software offering seamless policy management, real-time quoting, and robust reporting tools. It enhances efficiency, reduces administrative tasks, and provides agents with intuitive features to better serve clients and grow their business effectively. Read More About AccuAgency
AccuAgency Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Third Party Integrations
- Policy Management
- User Permissions
- Accounting Integration
- Billing And Invoicing
- Email Integration
- E Signature Integration
- Document Management
- View all Features
AccuAgency Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
AI & Video-Based Digital Branch, Sales, Marketing, PoS, On-Boarding & Distribution to run insurance, brokers, front-end operations with No-Touch. Helps in sales, leads, policy issuance, policy payments, and renewals. Read More About MiO
MiO Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Audit Trail
- Risk Assessment
- Data Security
- Customer Self Service Portal
- Reinsurance Management
- Reporting And Analytics
- Customer Relationship Management (crm)
- Email And Sms Notifications
- View all Features
Subscription
$ 1
Per Policy
Subscription
$ 50000
Per Month
MiO Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
AI Underwriting Platform for Health & Life Insurance policy risk assessment, scoring, pricing, and decisions for issuance in under 60 seconds. Available to integrate with core insurance platforms or use independently. Read More About AUSIS
AUSIS Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Document Management
- Agent And Broker Management
- Audit Trail
- Mobile Access
- Integration Capabilities
- Reinsurance Management
- Customer Relationship Management (crm)
- Reporting And Analytics
- View all Features
Subscription
$ 100000
Per Policy [Minimum 10000 Policies Per Month]
Licensing
$ 2000000
For 5 Years
AUSIS Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
ALFRED by Artivatic is an AI Claims Assessment and Automation Platform that enables Insurance, Brokers, TPAs, and Businesses to allow their customers to file claims through an entirely digital process. Claims payout settlement in under 10 minutes. Read More About ALFRED
ALFRED Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Multi Language Support
- Customizable Workflows
- Role Based Access Control
- Policy Management
- Audit Trail
- Integration With Third Party Systems
- Payment Processing
- Document Management
- View all Features
Subscription
$ 15
Per Claims [Minimum 500 Monthly Claims]
ALFRED Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
i2go is an insurance software as a service that simplifies the entire end-to-end process for insurance companies of all sizes. Insurers can launch new products quicker, sell policies online, manage the claims process, build trusted customer relationships, and more. Read More About i2go Cloud Insurance
i2go Cloud Insurance Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Policy Management
- Customer Portal
- Data Security
- Risk Management
- Customer Management
- Fraud Detection
- Reinsurance Management
- Mobile Access
- View all Features
i2go Cloud Insurance Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
Smart Agent is the best, easy, effective & user-friendly insurance policy management & reminder software & app for insurance agents or agencies. It can be easily used for any kind of insurance (life, general, motor, etc.) & it will help to grow your insurance sales. Read More About Smart Agent
Smart Agent Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Integration With Third Party Systems
- Underwriting Management
- Reporting And Analytics
- Claims Processing
- Compliance Management
- Risk Assessment Tools
- E Signature Integration
- Lead Management
- View all Features
Single Plan
$ 10
Per Year
Smart Agent Features and Usability-Based User Satisfaction Score
Emergents | 2025
Product Description
Go-insur is an award-winning insurtech solution for Brokers, MGAs and Insurers, providing a super-agile platform that gives them a competitive edge to adapt quickly. Get new products to market quicker, expand distribution faster and achieve impressive ROI. Read More About Go-Insur
Go-Insur Is Tailored For
StartUps
SMBs
Mid-Market
Enterprises
Features
- Document Management
- Reporting And Analytics
- Mobile Access
- Multi Language Support
- Claims Processing
- Automated Workflows
- Customer Relationship Management (crm)
- Risk Assessment
- View all Features
Go-Insur Features and Usability-Based User Satisfaction Score
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What is Insurance Agency Software?
Insurance agency software is meant to assist agencies in increasing customer retention and service while also reaching out to prospective customers to expand their company.