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.

Rohit Rajpal
Researched and Written by Rohit Rajpal
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Supriya Bajaj
Reviewed and edited by Supriya Bajaj
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Most Popular Insurance Agency Software

This listing showcases software based on user recommendations and popularity. It also highlights products from our valued client partnerships.

SoftwareSuggest offers verified & unbiased user reviews based on user ratings and feedback. Our ratings and reports do not contain any paid placements. Learn more about our ranking methodology.

List of 16 Best Insurance Agency Software

Showing 1 - 20 of 16 products
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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
5.0
out of 5 (1 Review)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Salahudeen

Ozone Insuria is a very useful application for the insurance broking industry. It is user-friendly and fully integrated software.

Read Review

Ozone Insuria Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

No. of reviews Score 1.0

No. of reviews Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 4.0

Monthly website visitor Score

Out of 10

Most Reviewed

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

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Emergents | 2025

Product Description

This information is provided by vendor.

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

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 2.0

Monthly website visitor Score

Out of 10

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

Freshness Score 8.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

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

Freshness Score 7.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

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

Get Pricing

Gold

$ 129

month

Get Pricing

Platinum

$ 179

month

Get Pricing

Diamond

$ 289

month

Get Pricing

Agency Matrix Features and Usability-Based User Satisfaction Score

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

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

Freshness Score 8.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

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

Freshness Score 8.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Emergents | 2025

All-in-One Client & Lead Management, Marketing & C

Product Description

This information is provided by vendor.

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

Get Offer

OneLink Features and Usability-Based User Satisfaction Score

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 2.0

Monthly website visitor Score

Out of 10

Offers Get 100% Off

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

Freshness Score 7.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Emergents | 2025

AI & Video Based Digital Branch, Sales, On-Boardin

Product Description

This information is provided by vendor.

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

Get Offer

Subscription

$ 50000

Per Month

Get Offer

MiO Features and Usability-Based User Satisfaction Score

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 4.0

Monthly website visitor Score

Out of 10

Emergents | 2025

AI Underwriting Platform that takes care of everyo

Product Description

This information is provided by vendor.

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]

Get Offer

Licensing

$ 2000000

For 5 Years

Get Offer

AUSIS Features and Usability-Based User Satisfaction Score

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 2.0

Monthly website visitor Score

Out of 10

Emergents | 2025

AI Based Claims Automation and Assessment

Product Description

This information is provided by vendor.

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]

Get Offer

ALFRED Features and Usability-Based User Satisfaction Score

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 2.0

Monthly website visitor Score

Out of 10

Emergents | 2025

Product Description

This information is provided by vendor.

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

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 2.0

Monthly website visitor Score

Out of 10

Emergents | 2025

Product Description

This information is provided by vendor.

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

Get Offer

Smart Agent Features and Usability-Based User Satisfaction Score

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 4.0

Monthly website visitor Score

Out of 10

Emergents | 2025

Agile insurance software for market disruptors

Product Description

This information is provided by vendor.

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

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Monthly website visitor Score 2.0

Monthly website visitor Score

Out of 10

FAQs

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.

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Last Updated: August 20, 2024