Insurance Agency Software for Windows
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Here's our list of apps for Insurance Agency Software. Filters help you narrow down the results to find exactly what you’re looking for.
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60 Software options
AdInsure insurance platform serves as a foundation of award-winning solutions: AdInsure for Non-life, Life, Commercial insurers, and Brokers. AdInsure combines comprehensive features in a single, unified platform and connects insurers with emerging technologies, service providers, and partners.
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Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.
Read more about Bitrix24
EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform.
Read more about EngageBay CRM
Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.
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Workday Adaptive Planning is the only solution that empowers finance to configure sophisticated, driver-based models, analyze unlimited scenarios, and use AI and machine learning to create predictive forecasts and gain enhanced insights. Partner with us today to drive fast, confident decisions.
Read more about Workday Adaptive Planning
Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.
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ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, and control user permissions.
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AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.
Read more about AgencyBloc AMS+
With Creatio CRM for insurance you get access to a broad variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more.
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Insurance Agency Automation Solutions
Agency Software
Read more about Agency Matrix
Sentry provides error tracking and crash reporting so every developer can instantly see how their production code affects real users and automatically triage and resolve issues as part of their existing workflow. Sentry aggregates and adds important context to stack traces and tells you the users, services, and servers that were affected.
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HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking and auditing, policy management and more.
Read more about HawkSoft CMS
Compulife Quote Software is a quoting solution for the insurance industry, which provides features such as customizable forms, insurance quotes, mobile access, and responsive design.
Read more about Compulife Quote Software
An affordable robust On Line CRM Software solution for businesses of 5 to 200 users that includes Contact Management, Activity Management, Sales Management, Lead Management, Marketing, Customer Service, Project Management and Reporting.
Read more about Commence
Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more
Read more about Shape
NextAgency is an insurance agency management system for health & life insurance businesses with CRM, insurance agency, commission management tools, & more
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pVerify is a cloud-based solution that helps healthcare organizations verify patient insurance eligibility on a centralized interface. The platform includes APIs and eligibility benefits verification that helps medical professionals verify prior authorization, claims status, and more. pVerify also offers batch eligibility solutions for medical,...
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Commission Tracker is a sales commission software used by insurance companies to manage and track sales commission paid to agents
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Eclipse is a cloud-based agency management software designed to help small to large insurance firms manage policies, customers, claims, documentation, accounting and reporting. The platform enables users to process company, as well as producer commissions and financial transactions.
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Wellnex is a cloud-based healthcare CRM software that helps businesses generate leads, launch marketing campaigns, handle portfolio segmentation, and more.
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FileTrac Evolve is a cloud-based claims management system for independent adjusters of all sizes, from small businesses to large, multi-branch companies
Read more about FileTrac Evolve
Agency Advantage is a web-based software designed to help insurance agencies create marketing campaigns, collect and save data using ACORD forms, and streamline communication with clients. It lets teams send text messages to individual clients and manage their trust accounts.
Read more about Agency Advantage
mPACS provides a complete solution for insurance agency management
Read more about mPACS
Built around a customer-centric model, Macaw AMS supports end to end processes for Insurance Brokers especially for the MGAs, MGUs, Program Managers and Lloyds Cover-holders. Macaw is best for its flexibility and time to market. Macaw AMS is expected to cut down the cost per policy to one third.
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PB System is the leader in eProcurement solutions for public agencies providing collaborative outreach, prequalification and diversity certification, bid management, insurance and contract management modules.
Read more about PlanetBids