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.

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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

   Insurance brokers handle a steady flow of policies, renewals, invoices and claims, much of it repeated by hand across several tools.

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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.

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6. 6

   

   Apizeal

   Insurance Policy Management · Life & Health · Document Management

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

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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…

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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.

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9. 9

   

   QQCatalyst

   Insurance Policy Management · Document Management · Contact Management

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

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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

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