Insurance Agency Software

pVerify is a real-time insurance eligibility verification solution for medical, dental, and vision providers. The software offers APIs for eligibility, prior authorization, claim status, and more. It also provides batch eligibilit... Learn more

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and... Learn more

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use... Learn more

Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a... Learn more

Indio is a cloud-based property and casualty insurance agency (P&C) solution, which helps manage and streamline insurance application and renewal processes. The platform comes with a form engine, which lets firms display... Learn more

Workday Adaptive Planning is the only native-cloud planning solution that empowers finance to configure sophisticated, driver-based models with ease, analyze unlimited scenarios on the fly, and use AI and machine learning (ML) to... Learn more

PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in live conversations. The system offers functionalit... Learn more

NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities include commission tracking, task management, claims management, reporting, self-service certificates, reminders,... Learn more

Applied Epic is an agency designed to help insurance agencies improve their processes, offering a multitude of benefits and capabilities catering to unique business needs. The platform provides a single view of your entire... Learn more

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,... Learn more

AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way to increase company's profitability, enhance customer satisfaction, and control costs in today's competitive... Learn more

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service),... Learn more

Agency Matrix is an integrated cloud-based solution that integrates financial management, human resources and project management into a single platform. You can access every customer, policy, form, endorsement, payment, image,... Learn more

Snappii, a leading Mobile Business Apps and Forms company, offering Business Process Automation and Field Reporting Apps used predominantly in Construction, Inspection and Work Order management, has made the digital transformation... Learn more

EZLynx provides innovative insurance software that streamlines an agency’s workflow and manages the end-to-end policy lifecycle. Integrated into one platform, EZLynx Management System is designed to meet the unique needs of... Learn more

A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform. A1 Tracker's features include contract approval workflow, documents, vendors, audits, reminder notifications, templates,... Learn more

Sentry is an application monitoring platform that helps developers monitor and fix crashes in real time. Sentry caters to engineering teams across various industries, including e-commerce, gaming, and mobile applications. Sentry... Learn more

HawkSoft is an insurance management solution designed for independent agencies. HawkSoft offers workflows for commercial and personal lines and an auto-documentation process that builds a trail of every client interaction.... Learn more

Designed for the insurance industry, Compulife Quote Software is a web-based software that helps businesses with providing quotes for insurance offerings. Compulife Quote Software’s features consist of responsive design, mobile... Learn more

AgentExpress is a cloud-based quoting and enrollment solution, which helps small to large organizations manage brokerage. The application enables insurance agents to conduct real-time analysis and generate reports. Users can... Learn more

Anagram, formerly Patch, is a cloud-based insurance management solution, which assists health centers and medical practitioners with claim submission and out-of-network benefits management. Key features include ROI tracking,... Learn more

Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size businesses and helps them to manage communication with existing and potential customers. The solution includes various... Learn more

Commissionly is a cloud based sales commission and compensation solution for ISO's FMO's, Insurance Brokers, Merchant Services Companies, Financial Services and Education , Telecoms and Energy Companies. The Commissionly... Learn more

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for... Learn more

NextAgency is the Nation's leading Insurance Agency Management Platform featuring CRM, marketing, and commission tracking tools. The software is designed for life and health agencies, but is easy to customize for your agency. Nex... Learn more