Best Insurance Software

EZLynx is an innovative platform to improve operational efficiency and streamline agency workflows. Its integrated comparative rater and agency management library manages the entire customer lifecycle. Its real-time comparative quoting module provides automated home and auto rate quotes, consumer follow-ups, generation of shortened forms with incomplete or pre-filled data, enhanced quoting and Facebook quoting. It stores all enterprise data centrally in one cloud-based environment to provide security and encourage global data sharing. Its intuitive dashboard improves stakeholder engagement and data visualization through automated reporting.Users can map organizational hierarchies, improve customer experiences and generate intuitive rates with automated commission processing. It stores policy statements and other documentation to monitor agency performance and develop remediation measures.

AMS360 provides organizations with a single solution to manage customers, finances and complex commercial lines from submission to certification. Its reporting and analytics modules automate daily processes like data entry, documentation and incident notification. It streamlines workflow management, drives operational efficiency and improves customer experience, renewals and retentions. Integrated accounting modules monitor financial data in real-time for anomalies. Users can incorporate agency and carrier workflows to increase data accuracy and reduce time spent on finances. Its extensive library of APIs allows users to integrate third-party applications or create new ones easily. It increases consumer engagement with active and meaningful communication, managing emails, campaigns and agency reputation. Artificial intelligence generates predictive models to convey the correct information at the right time.

Pega is a cloud-based platform that helps organizations manage the customer lifecycle and improve their operational efficiency. Its centralization of stored data improves security. Its artificial intelligence studies billions of customer inputs in real time to generate intelligent chatbots, agile decisions, contextual self-service and unified messaging. It can observe industry trends to generate service rates for agencies. Users can automate daily processes and data documentation with actionable insights.Its low-code approach and integrated APIs ensure easy development and scalability in the face of future changes. Secure data sharing between carriers, agencies and customers eliminates information silos and reduces accounting errors. Predictive models automate customer outreach to increase customer satisfaction and improve retention rates.

Indio provides agencies with an innovative platform to manage insurance. It unifies application and renewal processes to centralize data collection, remove accounting errors and eliminate data redundancies. Users can access its library of over 10,000 smart forms to automate customer outreach, improve application time, speed up claims processing and eliminate errors and omissions. Its customizable automap technology answers similar questions in subsequent applications and hides redundant data based on consumer inputs for a more direct, personalized and faster user experience. Users can automate renewal processes, track client workbooks and collaborate across teams on client data. It can also generate eSignatures for swifter application processing.

AgencyBloc provides independent agents, marketing organizations and insurance agencies with a cloud-based, industry-specific customer lifecycle management platform. Its reporting and analytics modules improve operational efficiency by streamlining communications, following up on leads and tracking client activity. It centrally stores all documentation and paperwork to track agent recruitments and contracts, carrier contacts, policy changes, enrollments, renewals and top-selling offerings. Its multi-device environment allows users to approach customers with the correct information at the right time. Users can automate communication with clients and prospects, assign tasks and carefully choose from leads custom-generated according to individual client preferences. It generates actionable insights to help organizations streamline operations, improve financial performance and process agent commissions more efficiently. Its commission module helps agencies uncover missed carrier commissions and predict future revenue with real-time payment history and commission data visualization. Users can automate client outreach activities such as birthday greetings, expiration alerts and other important reminders. Its dashboard monitors all automated activity with the option to pause or stop tasks at any time.

Guidewire is a complete, integrated, cloud-based suite to manage enrollment, renewal, policy, billing and claims throughout a client’s life cycle. Its low-code approach reduces integration complexity and encourages agile business decisions by unifying data and analytics. Its digital-first, omnichannel experience helps agencies increase policyholder engagement and retention rates. Users can strategically automate client outreach, product rollouts, rate quotations and alerts. It generates actionable insights to anticipate client requirements, market trends, assign tasks and match clients with appropriate agents. Prevents security breaches through centralization of all data.Its highly configurable architecture with an intuitive dashboard, microservices and API support ensures scalability and easy integration of third-party applications. Predictive analytics allow users to optimize claims management, improve quoting processes and streamline workflow adaptability. Agencies can monitor business health and leverage performance against industry benchmarks to make profitable decisions. Augmented AI and machine learning match auto-curated industry-specific solutions with the policyholders who require it.

Yodil by Duck Creek offers best-in-class data management for financial institutions. It consolidates internal and external data to support operational and analytical needs, such as reporting, predictive modeling and other high-level analytics to better compete in the marketplace. It comprises a comprehensive insurance data model surrounded by a suite of enterprise data management modules designed for scalable growth. Agencies can leverage centralized document management for faster policyholder identification, billing and processing. Its payment portal offers multiple options with automated logging of receipts for consistent and error-free accounting. Its reporting modules provide standard and statistical data, including metrics concerning financial health. An intuitive, low-code architecture helps users integrate, create and modify extensions using pre-existing definitions. Predictive analytics provides feedback on how to streamline workflows, increase productivity and get the most value out of time spent. It uses machine learning to create individual-specific user experiences for policyholders to increase client loyalty and retention throughout their life cycle. Provides product definitions, templates and requirements for agents and consumers. Insurers can automate task approval, workflow assignments, claims processing and rate quotations.

Majesco is an industry-specific, cloud-native, integrated platform that provides client enrollment, renewal, claims and policy management for agencies. Its core processing unifies analytics, reporting and data to predict client requirements, consumer trends and product demands. Provides agencies with access to a curated, purpose-built ecosystem of traditional and insurtech options designed to streamline workflow and increase innovation. Users can access the marketplace to browse, build, integrate or test extensions and integrate them through APIs to its microservices-based architecture. Machine learning can automate renewals, alerts, lead generation and customer outreach. Users can configure its intuitive UI to deliver rich, personalized customer experiences. Provides a built-in end-to-end experience, page layouts, UI widgets and more. Its reporting modules trigger critical touchpoints in customer relations by tracking agency performance, bottom line, customer engagement and retention.

Hawksoft provides agencies with customer relations and agency management solutions. It automates communication tasks and activities for improving customer experiences and relationships. Its reporting and analysis modules reduce errors and omissions and generate alerts, tasks and reminders for important events. Users get periodic reports on business health, KPIs, cross-sales and possible growth opportunities. It centralizes system procedures and documentation to streamline data sharing across multiple levels and update policies with carrier guidelines. Provides a 360-degree view of policyholders for informed business decision-making. Its integrated rating system sets up clients with choices best suited to their individual needs. It supports TCPA compliant text messaging, e-Signatures and self-service certificates for policyholders.

Insurity is a cloud-based, integrated, highly secure agency management solution. Its built-in reporting and analytics modules provide insights on core policy, billing and claims processing to improve workflow. It has an API-based architecture with a low- to no-code environment that makes it easy to build or integrate third-party extensions. It aims to streamline the digital consumer experience and centralize all client data to provide a comprehensive view of the policyholder behind the transactions. Increases flexibility, scalability and cost-efficiency by combining data from every module. Users can automate task assignments, alerts and reminders for critical customer touchpoints. AI and machine learning help identify, organize and simplify data assets. Data visualization helps increase stakeholder and policyholder engagement while assessing the bigger picture in real time. Its purpose-built predictive models help predict client requirements, market trends and business opportunities. Supports ISO, AAIS and NCCI compliant policy processing, claims processing and billing.

Applied Epic is a cloud-based agency management solution that allows users to monitor all business processes within a single interface. It helps agencies manage enrollment, renewal, claims and billing. Reporting modules generate actionable insights to improve profitability, sales and client retention rates. Predictive analytics provides comprehensive insights into policyholder requirements, new business opportunities and market trends. Users can automate policy exchange with carriers, renewals, sales and commissions processing, claims verifications and documentation. Its integrated and open architecture makes it easy to manage accounts, business processes, customer relationships, policies, financial markets and sales. Machine learning improves operational efficiency by identifying frequent workflows and automatically reassigning obligations. It centrally secures all data and documentation in multiple folder levels for a streamlined viewing, sharing and tracking experience. Its communication module includes text messages and omnichannel customer service to improve customer experience.

Gen4 provides agencies with a single cloud-based solution to manage workflow automation, business processes, customer relations, carriers, agents, prospects and digitization. It provides multiple portals to differentiate policyholders by stage, expiration date and renewal date. Advanced reporting and analytics modules ensure clients get matched with the right information at the right time. Purpose-built intuitive dashboards, policy lists, task management and claims processing, streamline the new-user integration experience.Its communication modules issue alerts, log calls and schedule consumer follow-ups. Users can automate daily processes, workflow assignments, renewals and claims processing. Its multi-device support makes data and documentation available globally to agents, carriers and policyholders. Provides access to a comprehensive library of life insurance scenarios like 401Ks, safe harbor plans and more. Agencies can choose their website design from highly customizable templates.

Apex EDI is a prominent software system that ranks 13 among all Insurance Software according to our research analysts and 1 crowd-sourced review from 1 source. Starting from $89, Apex EDI is priced moderately.

FINEOS is a comprehensive digital platform for insurance agents. Users can optimize administration processes, automate workflows and oversee customer activity in one hub. Manage traffic, track sales and expedite policy processing.Users can organize information and securely store data in a central repository. Use open architecture to integrate with external applications.

NowCerts provides agencies with a complete, end-to-end, cloud-based management solution. It secures all documentation using dynamic data and encoded session IDs and provides permission-based access to employees. Predictive analytics and artificial intelligence help anticipate market trends, client requirements and consumer trends to increase operational efficiency, streamline workflows and improve business health. Users can automate carrier downloads and policy updates. It calculates commissions and reduces errors and omissions (E O). It is integrated with multiple industry-specific raters to provide faster rate quotations. Reporting modules monitor work-loads, task completion patterns, sales statistics and cross-selling for areas of improvement. Its intuitive dashboard helps agencies maintain a 360-degree view of operations.

BriteCore is a cloud-based agency management suite that supports the digital and data needs of modern insurers. It speeds up policy processing with automated verifications, renewals and cancellations while maintaining regular audit logs. The billing and accounting module provides multiple secure payment methods with configurable automatic billing schedules. Its purpose-built dashboard aims to streamline agent workflows with accelerated quotations and metrics. It improves the customer experience with intuitive self-service portals, e-Signatures and multi-device accessibility.Provides access to end-to-end claims processing, data dictionary, industry-specific raters and standard reports library. Users can choose to incorporate third-party extensions, develop customized modules or simply use prebuilt integrations. It secures client and carrier identity and provides data security through Multi-Factor Authentication (MFA).

EIS is a cloud-native ecosystem for brokers and insurers. It provides workflow automation, product development and a centralized suite where any process can be viewed or managed.Users can access engagement reports and analytics to oversee customer activity. Extend platform capabilities with third-party integrations and enable access to external data using APIs. It provides the ability to organize data assets and manage claims, policies and billing.

Jenesis is a scalable agency management solution purpose-built for insurance firms and MGAs. It improves efficiency by automating business processes, documentation, daily tasks, commissions and accounting. Users can access customizable pre-filled ACORD forms for faster enrollment and renewal processing. Its imaging and scanning eliminate paper in favor of complete digitization. It continuously monitors customer information and sends timely notifications of critical touchpoints. It constantly updates policy information, renewals, endorsements and commission data with direct carrier downloads for both commercial and personal lines. Its reporting modules automatically log all data to construct an all-inclusive picture of business health. It generates notes for policy approvals, transactions, customer activities, renewals, claims and endorsements. Its communication portals directly mail and call policyholders with relevant information while providing agents with consumer trends necessary to finalize sales. Businesses can offer clients real-time access to their data, e-signatures and multiple payment methods for a comprehensive customer experience.

AgencyPro helps modern-day insurers automate business processes and improve workflow management through complete digitization. Its central database standardizes the input and tracking of all transaction data and policy information. Agents get global access to client information, carrier policy changes and rate quotations in ACORD Level 3 format. Automated data entry removes errors and omissions and monitors business productivity. Its intuitive reporting module tracks enrollments and renewals, pre-fills client information on commercial forms, schedules follow-ups, generates mailing labels and much more.Its accounting portals include both direct and agency billing. It tracks both cash and credit transactions, company payables and agent commissions to generate balance sheet statements and trial balance, income and expenditure reports. Insurers can automatically generate receipts and statements for every transaction to save time and improve efficiency.

OneShield is a comprehensive digital ecosystem for managing the coverage lifecycle. Users and agents can streamline processes, optimize business practices, systemize information and oversee customer activity in one hub.Give insurers and brokers the flexibility to create workflows and modify specific actions. Users can expedite policy processing, simplify claims management and enhance overall productivity with automation and pre-designed content.

Comarch is an industry-specific agency and customer relations management solution for the modern-day insurer. Its advanced reporting module tracks sales, agent performance, consumer trends and financial growth to determine the price and profitability of products. It generates leads and actionable insights to help insurers secure ongoing sales and provide clients with relevant information. AI-based analytics predict customer requirements to prepare client-specific offerings for individuals. It aims to save time and increase efficiency with personalized policy recommendations, rate quotations and after-sales service. It collects all client and transaction information to notify involved parties of important dates. Provides carriers and management with operational data and metrics to increase stakeholder engagement. Its self-service portal helps policyholders carry out anything from enrollments and renewals to claims administration and payments. Agencies can cut down on service costs and process policies faster while improving customer satisfaction. Its open architecture and purpose-built APIs streamline the integration of third-party extensions and minimize time to market. It is compliant with IDD, PRIIPS and GDPR.

Agentero combines an intuitive agency management system with purpose-built client interaction inclusions to help insurers reach their full potential. Agents can create an innovative digital ecosystem by automating client maintenance, renewals, referrals and bookkeeping. Its extensive library of industry-specific raters delivers timely quotes to agents. Predictive models monitor enterprise data in real time.Its user-friendly command center aims to ease the integration of third-party extensions. Policyholders get continuous access to all their policy information, documentation, claims support and more through its multi-device user interface. Its dashboard visualizes growth-oriented statistics.

CSR24 is a configurable, custom branded, completely mobile, cloud-based platform purpose-built to handle agents’ customer management requirements. Its self-service module aims to globally connect customers to their policy information. Omnichannel customer service helps agents reach clients across multiple devices and portals. It includes 24/7 access to insurance information, documentation, online payment methods and automated messaging services for important dates. Clients can apply for renewals, initiate and track claims, utilize the latest ACORD forms and print certificates. Provides actionable insights on frequently used extensions for future optimization.

Sapiens offers brokers and insurers a digital ecosystem for managing coverage lifecycles. Users can access comprehensive suites to create and manage workflows for specific coverage sectors.It offers end-to-end automation and third-party integrations in addition to advanced analytical reporting. Users can aggregate data and systemize information to streamline workflows. Optimize business practices, manage traffic and finances, and access administration for different coverage structures.

Damco Solutions provide a complete end-to-end, scalable agency management platform designed to digitize and streamline modern day business processes and improve customer relations. It employs various modules to organize and simplify complex procedural data. It automatically logs consumer behaviour, daily activities and transactions to produce a dynamic view of business operations. Predictive analytics generate statistical data reports and business leads required to increase growth and speed to market. Its configurable agency module allows agents to manage claims, policies, renewals, cancellations and enrollments remotely. All data can be shared in real time between the insurers, insured parties and carriers. Its communication portal serves as a central hub for clients, brokers, agents and vendors. The multi-device architecture allows policyholders to manage their policies, raise claims, perform cancellations and more through interactive chats. Insurers can process requests in real time in addition to up-selling and cross-selling products. Users can automate daily tasks, reminders, information updation and policy administration. It surveys market trends to generate rate quotes, discounts and recommendations. It centrally secures all data for error-free bookkeeping. Its blockchain-based payment module automatically verifies customer identities to protect against fraud.

Oracle Financial Services for Insurance is a digital ecosystem for brokers and insurers. Users can access and manage different coverage lifecycles in one hub.Supported by Oracle Cloud, it is highly configurable and offers network stability and security. Automate workflows, optimize business practices and track customer data for improved productivity.

PINS Advantage is a popular solution that ranks 27 among all Insurance Software according to our research analysts and 17 crowd-sourced reviews from 1 source. PINS Advantage is most suitable for small-to-mid-sized businesses with less than 1000 employees. PINS Advantage can be deployed in the cloud.

Socotra provides agencies with a comprehensive digital platform to build and manage insurance products. It allows users to develop products, automate tasks and optimize administration practices. Users can manage claim and policy information and securely store data in one hub.It provides customer oversight through engagement reports and readable analytics. Enable third-party connections and extend native capabilities using flexible API architecture.

Insly is a cloud-based service that provides agencies with a comprehensive dashboard to create products and oversee customer activity. It offers digital building tools, sales tracking, engagement reporting and seamless integrations.Users can simplify solution development with intuitive coding and API-friendly architecture. Optimize business practices and automate management workflows for improved productivity. Expedite policy processing, track asset reports and securely manage documents.

Decent Health Insurance is a popular application that ranks 30 among all Insurance Software according to our research analysts. Starting from $25, Decent Health Insurance is priced at a low cost and is most applicable for companies of all sizes. Decent Health Insurance can be deployed online.

Wynsure is a scalable solution for brokers and insurers to create an online ecosystem for visualizing and automating digital processes. This version offers lifecycle management, personalized employee portals and flexible architecture for seamless integrations.It provides users with advanced administration and front and back-office management. Optimize workflows, track client information and evaluate consumable analytics in one hub.

Artivatic is a well-known software solution that ranks 32 among all Insurance Software according to our research analysts. Artivatic is most applicable for any business. Enterprises who have used Artivatic include Capgemini, LinkTag and Medikoe. Artivatic can be deployed in the cloud and on-premise and is accessible from a wide variety of platforms including Windows, Linux and Apple devices.

FileHandler Enterprise is a unique software product that ranks 133 among all Risk Management Software according to our research analysts and 13 crowd-sourced reviews from 1 source. FileHandler Enterprise is most fitting for small-to-mid-sized companies. FileHandler Enterprise can be deployed in the cloud and on-premise and is accessible from a limited number of platforms including Windows devices.

DRC RS X Rating is a rating engine that supports the DRC platform, allowing users to create and manage insurance products. It is offered in three versions, Standard, Plus and Enterprise with varying price points and included features. Each variation supports specific business needs. All include the ability to manage traffic, access office administration and enable cloud hosting.

Paulmar Group NOBL is a promising application that ranks 42 among all Sales Commission Software according to our research analysts. Starting from $0.01, Paulmar Group NOBL is priced at a low cost, has offered a free trial in the past and is most fitting for smaller companies. Paulmar Group NOBL can be deployed in the cloud.

C2MS is a promising solution not yet ranked among all Insurance Software. Starting from $500, C2MS is priced reasonably, offers a free trial on occasion and is most applicable for companies of all sizes. C2MS can be deployed online.