Best Insurance Agency Software

Verity

Verity is a comprehensive insurance management solution that streamlines policy administration and operations for insurance agencies. It helps users manage claims, policies, and compliance efficiently. Verity is focused on enhancing the overall management experience for insurers, ensuring smooth processes and effective governance.

Features

Policy Management
Claims Management
Document Management
Reporting & Analytics
Workflow Management

Pricing

Available on request

BindHQ

BindHQ is a modern agency operating system that enables technology-driven MGAs, MGUs, and wholesalers to streamline their operations. It offers features for managing claims, policies, and communications. BindHQ focuses on improving productivity and ensuring a smooth user experience for insurance professionals, helping them bind more business effectively.

Features

Policy Management
Claims Management
Document Management
Customer Portal
Reporting

Pricing

Available on request

Surefyre

Surefyre is an automation platform designed specifically for P&C MGAs, wholesalers, and carriers. It simplifies the submission, quoting, and issuance of policies, making the process more efficient. Surefyre focuses on improving productivity by automating essential tasks, thus enabling agencies to concentrate on sales and customer service.

Features

Quote Management
Policy Management
Document Management
Billing
Reporting

Pricing

Available on request

Creatio CRM

Creatio CRM provides tools for insurance companies to streamline their claim and policy management processes. It integrates marketing and sales capabilities to enhance customer engagement and service delivery. Creatio CRM emphasizes workflow automation, helping organizations improve efficiency and manage relationships effectively.

Features

Crm
Policy Management
Claims Management
Automation
Reporting & Analytics

Pricing

Available on request

EZLynx

EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle. The platform features a comparative rater, customer portal, and document management tools to facilitate communication and improve efficiency. EZLynx is designed to help agencies grow their business and enhance client relationships through automation and improved data management.

Features

Comparative Rater
Customer Portal
Document Management
Policy Management
Workflow Management

Pricing

Available on request

Jenesis Software

Jenesis offers an insurance agency management system that combines policy management, document management, and website design services. The platform is tailored for independent insurance agencies and provides tools to enhance operational efficiency. Jenesis focuses on improving communication and tracking for better customer service and agency management.

Features

Policy Management
Document Management
Website Design
Billing & Invoicing
Crm

Pricing

Available on request

NowCerts

NowCerts is a management platform designed to streamline operations for insurance agencies. It offers comprehensive features for managing client relationships, policies, and commissions. With an emphasis on user-friendly interfaces, NowCerts helps agencies automate processes, ensuring efficient workflow and improved productivity for insurance professionals.

Features

Client Management
Policy Management
Commission Management
Document Management
Reporting

Pricing

Available on request

AgencyBloc

AgencyBloc is a comprehensive insurance agency management system that provides tools for managing contacts, tracking commissions, and automating processes. Tailored for health, benefits, and senior insurance agencies, it helps improve workflow efficiency and enhances the overall management experience for agencies, focusing on client retention and growth.

Features

Crm
Commission Management
Policy Management
Document Management
Reporting & Analytics

Pricing

$99 per month

Applied Epic

Applied Epic is an insurance agency management system designed for managing business across all roles and locations. It provides a single view of the customer across various insurance lines, making it easier to manage policies and streamline operations. Applied Epic is focused on helping agencies achieve greater operational efficiency and customer satisfaction.

Features

Policy Management
Claims Management
Document Management
Reporting & Analytics
Workflow Management

Pricing

Available on request