Insurance Policy Software

Equisoft/manage is a policy administration software that allows users to define, manage and control their IT policies and guides an organization through the entire legislative process. Teams can track bills, interests, and constituents, manage campaigns and create public policies. Read more about equisoft/manage

Ventiv Policy changed the rules for modern Policy Administration Systems. Developed to support all commercial and specialty lines of coverage. Ventiv Policy provides an intuitive end-to-end policy administration platform with a full set of features to facilitate underwriting outcomes. Read more about Ventiv Policy

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. Read more about Jenesis Software

NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs. Read more about NowCerts

Hourly is a cloud-based human resource (HR) management application that enables small businesses to manage workers' compensation and payroll processes and track employees' working hours and live location in real-time. Read more about Hourly

A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more. Read more about A1 Tracker

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

Certificate of insurance management solution that allows businesses to view, manage and track insurance, compliance, risk reporting & more. Read more about myCOI

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. Read more about Eclipse

Billy offers an easy and cost-effective way to track certificates of insurance, automated renewal requests, and continuous end-to-end compliance. Read more about Billy

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

InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management. Read more about InsuredMine

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. Read more about Macaw

Quick and efficient policy management controls for emailing policy documents, invoicing, renewals, cancellations etc. Read more about Insly

ProNavigator is purpose-built for insurance professionals to organize every document you need in one convenient, easily searchable place. Read more about ProNavigator

Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers including property, casualty, life, and health care insurance providers. The application retains customer information by automatically generating personal and commercial policies... Read more about Surefyre

Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more Read more about Velocity

Partner XE is a web-based insurance and claims management software that helps businesses manage documents, proposals, client information, accounting, and more from within a unified platform. It allows staff members to automatically send text messages to clients regarding policy renewal, late payments, and other relevant information. Read more about Partner XE

Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members. Read more about Better Agency

Surfly is a secure co-browsing and collaboration technology that lets you upgrade any conversation, from any channel. Instantly innovate your existing online interactions without changing your original application or installing software. Read more about Surfly

i2go is a comprehensive policy management solution, which automates the entire policy lifecycle from Issuance to Cancellation. With an CRM Core system users can keep track of all activities related to a policy and policy holder by also enabling users to assign tasks automatically or manually. Read more about tigerlab

AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications. Read more about AgentCubed

Pathway is designed to help insurance agencies and brokers streamline client communication, marketing automation, and workflow management operations. It enables employees to efficiently handle client onboarding, contract renewal, billing, referral requests, and cross-selling opportunities. Read more about Pathway Insurance Software

SiegeAMS is a cloud-based software designed to help insurance agencies handle and streamline various administrative processes, including campaign management, reporting, task assignment, and more. Supervisors can track employees’ productivity based on defined goals or benchmarks and generate performance reports. Read more about SiegeAOS

InsFocus BI is an insurance rating software designed to help businesses analyze historical data and generate customizable reports using built-in templates. Administrators can capture and store details regarding claimants, claims, policies, insurance, and more on a centralized dashboard. Read more about InsFocus BI

SIBRO is an end-to-end software for insurance brokers, insurance agents, and insurance broking companies, with complete policy cycle, prospect, and claims management. The software is responsive, and is compatible with tablet, mobile and desktop. Read more about SIBRO

Optimizes the health insurance of companies and simplifies the management of their contracts, regardless of their size or market. Hoggo is an HR platform which provides the management of health insurance benefits. Read more about SideCare

DecisionRules helps you speed up everyday processes in financial services, insurance, e-commerce, logistics, healthcare and more. Read more about DecisionRules.io

i-Underwrite is a cloud-based underwriting software that helps insurance companies streamline sales processes with e-applications, quote generation, digital signatures, and more. It lets staff members add or remove application steps, access reports, and visualize data from a centralized platform. Read more about i-Underwrite

Transactor is a full cycle administration and policy processing solution for underwriting agencies, brokers, insurers & MGAs to streamline insurance delivery Read more about Transactor

The all-in-one insurance quoting, enrolling, and lead management solution designed for health insurance professionals. Read more about Quotit

Did you know your American Insurance doesn’t cover you on Mexican territory? Sadly, not everyone does. La Segura Mexico Insurance is an easy-to-use APP to quote and buy car insurance through all of your trip in Mexico. Avoid all the hassle and get La Segura Mexico Insurance App quick and easy. Read more about La Segura Mexico Insurance

Layr is enabling P&C brokers to deliver 100% online insurance, from application to renewal. Layr is custom branded to each broker and includes the white-labeled insureds' digital kiosk, AI-account manager, digitized rater, and pricing + placement prediction designed with brokers in mind. Read more about Layr

Oracle Insurance is an insurance policy and HIPAA compliance management software that helps businesses manage claims adjudication, policy processing, member enrollment, and more from within a unified platform. It allows staff members to utilize a rules-based policy administration tool to configure group insurance products, set up life insurance... Read more about Oracle Insurance

We make it easy for growing tech platforms and marketplaces to turn insurance from a cost center to a profit center with Tint. Read more about Tint

SimpleINSPIRE is an integrated multi-line insurance platform that includes policy management, billing and insurance accounting, claims management and business intelligence tools. It is ideal for P&C insurers of any size with Integrated cost evaluators, payment gateways, email and other commonly used insurance systems. SimpleINSPIRE can be hosted... Read more about SimpleINSPIRE

AVA RMS is a Spanish-language cloud-based risk management system designed to help organizations across various sectors strengthen their security. AVA RMS offers various customizable modules that can identify and manage risks, conduct threat assessments, and help businesses make informed decisions. Read more about AVA RMS

Conduct real-time or self-service agent-customer sessions through REACH Business Cloud®. Collect digital signatures, documents, payments and verify identities. REACH allows agents to guide customers through transactions in real-time or self-service mode. Read more about REACH

BriteCore provides end-to-end policy issuance and management including quoting, rating, underwriting, policy generation, and reporting. The entire lifecycle of the policy is managed using convenient interface tools, flexible workflows, and automatic processes that support teamwork and productivity. Read more about BriteCore

PolicyFlow is an insurance broking management and policy administration solution designed specifically for insurance brokers. PolicyFlow provides users with features such as quote and claims management, policy administration, and risk capture forms. Read more about PolicyFlow

Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance. Read more about Proformex

GO-INSUR brings digital transformation to the policy admin system to deliver an innovative, cloud-based insurance policy solution that's agile, robust and rapidly scalable. Built by digital insurance specialists, GO-INSUR enables you to rapidly distribute new products and drive policy sales. Read more about GO-INSUR

AdInsure is a standard insurance platform that provides insurance companies with future-proof technology for streamlining their business processes and operations. Built specifically for life and non-life insurers, the platform supports all the teams across different lines of business. Read more about AdInsure

CyberLife is a policy management software designed to help businesses in healthcare, automotive, banking, retail, and other industries streamline insurance claim processing operations. It enables accountants to handle business underwriting, billing, distribution management, and statutory reporting. Read more about CyberLife

Level is suitable for both business and private non-life, financial, and life insurance products. There is basic functionality for customer and policy administration and claims handling as standard. STP processing ensures high efficiency and prevents input errors. Read more about Level

ANVA Hub is a cloud-based policy administration platform for the insurance industry. It offers a solution to streamline all insurance processes with a high level of connectivity. The platform is based on an architecture of microservices, facilitating the implementation of new functionalities. Read more about ANVA Hub

Certigo Platform is designed to help businesses set up processes to handle insurance, claims, payments, and more. It helps intermediaries and insurers optimally serve policyholders. It also offers possibilities of all kinds of for further insurance product development. Read more about Certigo Platform

Shift Claims Fraud Detection is a powerful, AI-powered solution that effectively identifies individual and network-perpetrated claims fraud. This automated, SaaS-based solution flags potentially fraudulent insurance claims across all lines of business with a 75% hit rate. Read more about Shift Claims Fraud Detection

TopSail is an insurance rating software designed to help businesses issue policies, manage forms, and automate renewals. Managers can view policy effective and expiration dates, insured name, status, policy number, and agent code using a summary tab. Read more about TopSail