Top Insurance Agency Software for Web-Based, Cloud, SaaS

Between them, the 10 insurance agency software on this page cover insurance policy management (9), document management (9), contact management (9) and quote management (9). 10 of them have written a profile you can read before you get in touch.

1. 1

   

   AgencyIntel

   Insurance Policy Management · Document Management · Contact 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.

   Write a review
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.

   Write a review
3. 3

   

   Cloudia Assistant

   Insurance Policy Management · Life & Health · Document Management

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

   Write a review
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.

   Write a review
5. 5

   

   Virtual Claims Adjuster

   Virtual Claims Adjuster is a web-based system for managing claims. It is built with current interface methods so that it can be brought into a business without much disruption.

   Write a review
6. 6

   

   Apizeal

   Insurance Policy Management · Life & Health · Document Management

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

   Write a review
7. 7

   

   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…

   Write a review
8. 8

   

   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.

   Write a review
9. 9

   

   QQCatalyst

   Insurance Policy Management · Document Management · Contact Management

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

   Write a review
10. 10

    

    Gen4 Agency Management

    Insurance Policy Management · Document Management · Contact Management

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

    Write a review

Articles

Related reading

Articles on this subject first, then the newest.

All articles

Portugal

4 Oct 2026 · TrustList Editorial

FRANK reaches €2.9 million in total investment, led by Armilar, for an AI operator that does insurance brokers' paperwork

Lisbon-based FRANK, whose AI operator logs into insurer portals to fetch quotes and update records for brokers, has reached €2.9 million in…

Artificial Intelligence - AI

26 Sept 2026 · TrustList Editorial

Adlib acquires Paperbox to link AI insurance intake to an audit trail

Adlib Software, a US document-data governance vendor, agreed to acquire Paperbox, a Belgian agentic-AI intake tool for insurance claims and…

Artificial Intelligence - AI

6 Oct 2026 · TrustList Editorial

Island raises $400M to govern AI agents from its enterprise browser

The Series F, led by Evolution Equity Partners at a $6.4B valuation, pays for an "agentic control plane" that has no release date yet.