Top Insurance Agency Software for Contact Management

Between them, the 9 insurance agency software on this page cover commission management (8), life & health (6) and insurance rating (5). 9 of them have written a profile you can read before you get in touch.

1. 1

   

   AgencyIntel

   Insurance Policy Management · Document Management · Quote Management

   AgencyIntel is a management system created by insurance agency owners for other agency owners. It is meant to cover the running of the whole agency in one place.

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2. 2

   

   AdminSeg

   Insurance Policy Management · Life & Health · Property & Casualty

   AdminSeg is cloud-based agency management software for the insurance industry. It is described as a full portfolio management system, and the current release is called AdminSeg V3.

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3. 3

   

   Cloudia Assistant

   Insurance Policy Management · Life & Health · Document Management

   Cloudia Assistant is a customer relationship management system for sales teams selling insurance.

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4. 4

   

   Ozone Insuria

   Insurance Policy Management · Life & Health · Property & Casualty

   Ozone Insuria is a web-based system for insurance brokers and agents, produced by Ozone United, a software company that says it has operated since 2010.

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5. 5

   

   Apizeal

   Insurance Policy Management · Life & Health · Document Management

   Apizeal is agency management software for health and life insurance agencies.

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6. 6

   

   my insurer

   Insurance Policy Management · Life & Health · Property & Casualty

   my insurer is a platform for insurance intermediaries. They invite leads and clients to join as members by completing a short gamified fact-finding questionnaire that gathers up to…

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7. 7

   

   HealthSherpa

   Insurance Policy Management · Life & Health · Document Management

   HealthSherpa is an online platform for agencies and brokers who sell health plans under the ACA rules.

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8. 8

   

   QQCatalyst

   Insurance Policy Management · Document Management · Quote Management

   QQCatalyst is a cloud-based agency management system made by QQSolutions for insurance agencies.

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9. 9

   

   Gen4 Agency Management

   Insurance Policy Management · Document Management · Quote Management

   Agency management software for insurance brokers covering CRM, sales pipelines, workflow automation and online enrollment

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