Best Insurance Software - Page 3
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1
FormsPlus
QualCorp
FormsPlus is a local area network (LAN) based feature-rich policy issuance administration system with an intuitive graphic user interface that integrates with our iForms engine to automate your policy issuance needs. FormsPlus has been called the ultimate solution for policy issuance due to the incredible increase in productivity it allows for manual form processing. In addition to the vast increase in productivity, our clients are very excited about the flexibility that FormsPlus has to offer. Whether your business is just getting started or writing multiple lines of business in all 50 states with several offices around the country, FormsPlus can work for you. With its modular design and highly customizable interface, we can tailor the FormsPlus application to suit your workflow. QualCorp's highly trained Business Analysts and Project Managers can review your workflow and suggest configurations that best work for your business.Starting Price: $2000 per month -
2
BrickMed Office
BrickMed
Avoid PM software that’s designed to tie you to an EHR. At BrickMed, the prosperity of your business is our focus. Schedule Patient Appointments Flexibly (including recurring visit management & exporting to third-party appointment reminder systems). Speed Front Desk Payment and Checkout (leverage support for integrated credit card and check processing). Whether you run a “100% insurance” practice, an ambulatory surgery center, or a cosmetic practice that occasionally does reconstructive work, the realities of consumer-driven healthcare mean that your practice management solution has to empower your staff to efficiently handle everything from retail operations and product sales to traditional insurance billing. Today, billing centers need to go beyond claim processing to become trusted consulting partners to providers, irrespective of rapid change in the business of medicine. BrickMed solutions empower consultor billing centers.Starting Price: $2995 one-time payment -
3
Amsoft
Hoffman Computer Systems
We at Amsoft have been in the Insurance agency software business since 1981, and in the industry since long before that. We plan on being here a lot longer. If you want to hear the basic facts about us, we can sum it up in a few sentences; We are a small company with a solid product built on reliability, functionality, and care. We are from the Insurance business, so we know your challenges, and work to ease if not solve them. Our tech support is responsive and effective, because that's how we want it, and, Amsoft is a good program that minimizes our calls to start with. Each year Amsoft gets better due to your feedback. The programming we do today benefits from a decision we made years ago when we converted Amsoft from a DOS program to a Windows program; we intentionally kept the coding simple - simple is reliable.Starting Price: $425 per year -
4
Mobinsure
Mobinsure Software Pvt Ltd.,
Mobinsure Software Pvt Ltd is Insurance domain specific software company, with a focus of developing world class software products for Insurance Intermediaries on SAAS or Cloud model. Features of these application are Premium Calculator, Premium Quotations, Partner or Channel Management, Lead Management, Customer Management, Policy Management, Renewal and Meeting Reminders, Birthday and Festival Wishes, MIS Reporting. It is end to end Insurance CRM for all intermediaries.Starting Price: $15.00/month/user -
5
Daisee
daisee
Daisee builds technology to provide access to deep insight into the behavioural and emotional dynamics of your customers with the most accurate AI-powered, fully-automated AQM available for more impactful coaching, improved commercial outcomes and compliance monitoring. Daisee analyzes and automatically scores 100% of customer interactions using a world-first automated, digital quality scorecard. This automatically surfaces quality assurance issues that require human intervention in the areas of communication, compliance and conduct. Daisee enables you to see far beyond words alone, surfacing the underlying emotion hidden deep within your interactions – what your customers are really saying, thinking, and feeling. Daisee helps organisations create practical business value immediately, with software that is incredibly flexible and easy to deploy across any telephony system. Globally Daisee operates in Australia, New Zealand and the USA.Starting Price: $89/month -
6
BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
7
ALFRED Claims Automation
Artivatic.ai
Filing claims are complex and critical processes. More than 60% of people do not file complex due to its complex processes and time taking nature. Artivatic’s dedicated claims platform for each insurance vertical helps insurance businesses to enable digital claims journeys, self-claims processing, automated assessment, risk & fraud intelligence and claims payout. ONE PLATFORM FOR ALL YOUR CLAIMS NEEDS. End to End Claims Automation and Assessment Platform AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL CLAIMS – DEATH CLAIMS – FIRE CLAIMS – SME CLAIMS – BUSINESS CLAIMS – COMMERCIAL CLAIMSStarting Price: $10/claims/month -
8
ePayPolicy
ePayPolicy
The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Easily collect credit card and ACH payments from insureds using your own branded payment page and unique URL. Collect and send funds across the insurance industry and utilize additional features after integrating your management system. Easily collect digital payments from insureds and pass them along to your broker and MGA partners with ease. ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry.Starting Price: $20 per month -
9
Policyflow
Policyflow
Policyflow is a modern business system for UK insurance brokers and intermediaries. It connects client, contact, risk, policy, document and finance workflows across the brokerage lifecycle, from first contact through quote, bind, mid-term adjustments, servicing, renewals and reporting. Teams capture information once and reuse it across the record, reducing duplicate entry, spreadsheet work and avoidable admin. Visible status, clear ownership, role-based permissions and complete audit trails support day-to-day governance and FCA requirements. Built-in CRM, document management, reporting and exports keep operational data together, while APIs and integrations support future growth. Policyflow is designed for smaller, agile broker businesses that want to get live quickly with Essentials, with Pro available for deeper configuration and specialist workflows. Cloud-based and in production since 2015.Starting Price: $70 per user per month -
10
Insureio
Insureio Technologies
Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.Starting Price: $25 per month -
11
Agentero
Agentero
Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape. Predictive pipeline converts existing data into actionable insights. You get a data-fueled pipeline that proactively surfaces cross-sells, up-sells, and other opportunities - at the right moments, so you know exactly how to use your time. Smart workflows let you work more efficiently. You get a powerful layer of client interaction tools to streamline communication, automate mundane tasks, and cut down on busy work.Starting Price: $99 per month -
12
Adjustify
Adjustify
Adjustify is a web-based video calling application that allows professionals to connect with their customers to conduct on-site inspections or in-home meetings remotely. Schedule a call with your customer to start connecting digitally through the mobile app. During the video call, users can take digital measurements and access customer phone features including zoom and flash to capture unlimited photos. After the call, users can view a video recording of the meeting and add notes to photos. Innovative video conferencing technology assisting claims management for any industry providing much needed continuity during social distancing. During the time of social distancing and working from home, Adjustify offers a safer and faster way to process claims. Using Advanced Video Calling, users can connect with their customers and conduct on-site inspections efficiently from anywhere.Starting Price: $12 per claim -
13
Eligible
Eligible
Eligible's powerful APIs are the easiest way to add insurance billing experiences into your applications. These accreditations assure patients and providers that Eligible has accomplished the strictest compliance with privacy and security best practices while processing millions of healthcare cases each month. We fully understand the role of a mature and proven information security program in meeting Eligible and customer goals. We are happy to announce the successful completion of our Type II SOC2 review. Achieving this certification helps us assure our customers and the companies with which we interact that we understand our responsibilities in keeping protected health information safe. Instantly deliver exceptional experiences for patient insurance billing to your end users. Run estimations, perform insurance verifications and file patient's claims all with simple APIs.Starting Price: 3% Fee -
14
Kanverse
Kanverse.ai
Automation is one of the primary growth drivers towards increased profitability, and the demand to automate workflows across accounts payables (AP) has witnessed significant growth - across small to large Enterprises. Usher in zero-touch invoice processing with Kanverse. Ingest, extract, validate, and publish without manual interventions. Reduce cycle time, increase efficiency, reduce invoice processing errors, meet global compliance standards, and save costs. Traditional OCR solutions required process owners to create multiple templates to capture data from different invoices. Kanverse APIA uses AI-powered OCR to read invoices, eliminating the need to develop templates for extraction and the painful template creation process. Kanverse's AI-powered Accounts Payable Invoice Automation reduces invoice documents processing cycle time, increases organizational productivity, reduces document processing errors, and meets all end-to-end compliance and security requirements. -
15
iLife
iLife
iLife is the world’s first and only hub for life insurance agents to brand a microsite, provide quotes in real time, and access CRM functionalities all in one place. When agents sign up with iLife, they create a custom, white labeled website with just a few clicks with no training and no coding. Within a few minutes agents are ready to share their custom website link via email, social media, and any other way they'd like. Agents instantly have a scalable business that can reach prospects anywhere, anytime! iLife also offers live chat, CRM tools, and analytics.Starting Price: Free -
16
AgencySmart
AgencySmart
AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.Starting Price: $49 per month -
17
Sm8rtHealth
Sm8rtHealth LLP
Empowering underwriters to utilise the next generation underwriting tool to assess life and health mortality and morbidity risk using multiple data sources and a configured knowledge base culminating in the ultimate low touch consumer experience. A plug-in SaaS platform that empowers underwriters to develop and manage their own digitized questionnaires converting them into rule-architects and creators. Easy to deploy and host, No IT programmers in the in the health rules and question flow construct. Designed for multiple distribution channels and does not require armies of internal resource to implement or manage -
18
Aclaimant
Aclaimant
Empower your employees to drive productivity and reduce the total cost of risk with the RMIS built to deliver insight and results. Active risk management is a strategy where you empower your employees to more productively manage risk by leveraging technology that is centralized, connected, scalable, and data-driven to deliver results. Successfully decrease accidents, claim lag time and case duration using Aclaimant’s centralized system that connects your risk management office to incidents in the field. Reduce the cost of claims through better prevention and better mitigation to ultimately improve your insurability. Better utilize superior risk and safety talent with mobile-first, modern technology and automation. Aclaimant keeps your team focused and improves talent appeal, morale, and retention. Get access to case studies and content to better understand how you can put the Aclaimant platform to work for you and your team.Starting Price: Free -
19
Crunchwork
Codafication
Crunchwork is for insurers who want to gain a competitive edge with a fast, customer-centric claims process. Crunchwork is a cloud-based insurance claim management software that has everything you and your supply chain need to triage, process, and complete claims. In one platform. It’s the simpler way to transform your entire claim lifecycle. Unlike typical claim management platforms, Crunchwork is both flexible and powerful enough to operate your entire business however you work best. -
20
s.360
Samplemed
s360 is the only life underwriting platform you’ll ever need. A complete underwriting workbench connected to Automated underwriting, predictive models, tele and video interviews, accelerated underwriting, and API-integrated paramedical exams report collection – have full control over your case pipeline and operate elegantly and autonomously. Get deeper underwriting insights because it was designed with a data-focused philosophy. It transforms your medical unstructured data into structured insights. Rich in a variety of risk analysis channels - predictive models, interviews, automated underwriting, accelerated UDW, lab exams, and underwriting manuals, among other incredible features.Starting Price: $250,000 per year -
21
Asuretify
Asuretify
Imagine if you no longer had to pour over COIs to verify insurance compliance. Asuretify’s AI technology extracts the most important data from COIs, policy documents, endorsements, and more to give you the complete picture. Say goodbye to spreadsheets and manual reviews, say hello to automation and your personal AI assistant. Asuretify powered by Injala leverages advanced artificial intelligence to relieve your insurance verification burden. With Asuretify’s AI technology, you can read and review entire policy documents in a matter of minutes. Whether your trade partners provide just a COI or the complete policy, our AI delivers the details that matter so you can complete verification in a snap and move on to more meaningful tasks. Imagine never having to ask your trade partners for their insurance documents again. Asuretify makes it easy to invite your trade partners to pop in and upload their documents in no time.Starting Price: $1 per month -
22
Billy
Billy
Billy is your one-stop shop for all insurance and compliance needs, designed to streamline and simplify your workflows. Pre-qualify subcontractors with ease and automatically track critical contract documents such as Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. With seamless integrations into platforms like Procore, Autodesk, Sage 300, and JD Edwards, Billy ensures compliance data flows directly into your project and accounting systems, eliminating double data entry and minimizing errors. Our platform supports document management, real-time compliance tracking, automated reminders for expiring documents, and proactive alerts to reduce risks and improve efficiency. Billy’s AI-powered solutions and insurance wallet integration connect contractors, brokers, and carriers, delivering frictionless workflows that help businesses stay compliant, win more jobs, and get paid faster.Starting Price: Annual Subscription -
23
DocuSketch
DocuSketch
Speed up your scoping, estimating, and cycle times. Create detailed 3D, 360° photo tours in under 20s per room. Generate accurate floor plans in up to 5 hours. Get scope of work reports with just a few clicks on your phone. Improve your bottom line with insurance-compliant estimates. Everything you need and more to accurately document, sketch, scope, and estimate. Low upfront cost with maximum time savings and greatest bottom line improvements. Get going within minutes, no complex onboarding or training is needed. Just pick it up and start. A dedicated team of pros is a phone call away, including a 24-hour emergency hotline. Our camera collects more accurate data with a lower margin of error, compared to using a phone. Years of industry insights fuel our products and propel your business forward. DocuSketch transforms restoration businesses with cutting-edge solutions, reducing cycle times, boosting profitability, and expediting claims to drive growth and assistance.Starting Price: $429 per month -
24
bcs
bcs
Track COIs effortlessly with our top-rated software, trusted by the top companies in the world. Upload a COI to automatically scan and review the document. The bcs extractor scans the COI and shows color-coded results and deficiencies in real-time. When vendors or agents submit COIs they see this live, color-coded feedback so they can fix any discrepancies before the document is sent to you. Manage compliance and streamline vendor onboarding processes with ease. COI tracking is essential but vendor compliance encompasses so much more. bcs is here to help with the whole process. Instantly find pre-qualified vendors in your area with our powerful search feature. View their profile, and see reviews from industry peers. The most sophisticated contract, lease, or loan agreements won’t protect your organization without compliant insurance. Stop hunting down COIs with bcs’s certificate of insurance tracking software.Starting Price: $0.50 per month -
25
AI Insurance
AI Insurance
AI Insurance is a modern, cloud-based, AI-powered insurance management platform designed to streamline and automate workflows for program managers, captives, third-party administrators, and risk retention groups. The platform consolidates various functions into a single interface, including claims management, financials, digital portals, and application processes, premium billing, policy issuance and signature, rating engine, and data management. Key features include AI-backed automation for tasks such as invoice auditing, where defense counsel invoices are parsed and audited against guidelines to prevent unauthorized legal fees, and application parsing, which extracts data from received applications to populate forms automatically. Additionally, the platform offers indemnity prediction capabilities, claiming to be 25% more accurate than adjusters after a year of usage, providing cost predictions and recommendations for claims.Starting Price: $1,089 per year -
26
Oasis Loss Modeling Framework
Oasis Loss Modelling Framework
The Oasis Loss Modelling Framework (Oasis LMF) is an open source catastrophe modeling platform designed to enhance risk assessment through transparency, performance, and innovation. Established as a not-for-profit organization, Oasis LMF offers a comprehensive suite of tools for developing, deploying, and executing catastrophe models without restrictions on modeling approaches. The platform includes a web-based user interface and an API for seamless integration with other systems, facilitating interoperability and ease of use. Core components such as Oasis ktools enable large-scale execution of catastrophe models, while the Oasis Model Development Toolkit supports model development and testing. Emphasizing community collaboration, Oasis LMF's ecosystem comprises over 18 suppliers offering more than 90 models, fostering a diverse and robust modeling environment.Starting Price: Free -
27
Garner
Garner
Garner delivers a data-driven platform that enables individuals, employers, and health plans to identify top-performing medical providers by leveraging one of the largest claims databases in the U.S., over 60 billion records covering more than 320 million patients. It uses more than 500 specialty-specific quality and efficiency metrics to analyze provider performance and diagnose outcomes, and a verified directory powered by AI that achieves approximately 92% accuracy for provider phone, address, and appointment-availability information. Providers flagged as “Top Providers” meet rigorous criteria, including evidence-based treatment, minimized unnecessary procedures, and efficient cost structures. Members can use a mobile app and concierge service to locate in-network Top Providers with available appointments, and when eligible, have certain out-of-pocket costs reimbursed for services rendered by these providers.Starting Price: Free -
28
InsurAMS
InsurAMS
InsurAMS is agency management software for independent insurance agencies, streamlining daily operations. The renewal queue prioritizes policy renewals by urgency, helping prevent missed deadlines. Agents can quickly generate certificates of insurance by auto-filling stored policy data, eliminating manual entry. The platform centralizes client management, providing access to records, policy details, and interaction history. An activity log tracks calls, emails, and notes, while task management links tasks to specific clients and policies. Metrics like total premium and breakdowns by coverage type and carrier offer insights into the book of business. InsurAMS supports CSV import for migrating client and policy data and allows data export to ensure agency ownership. With minimal setup, agencies can start using the system immediately without extensive onboarding.Starting Price: $99/month -
29
RI-TOOL
RI-TOOL
RI-TOOL is a multi-tenant SaaS platform built for reinsurance professionals to document, structure, and formalize treaty clauses. Each clause is modeled as a directed acyclic graph (DAG) of operands — enabling precise, machine-readable formalization of complex contractual logic that spreadsheets cannot provide. The platform covers the full reinsurance workflow across 9 specialist roles: clause drafting (Junior underwriter), validation (Senior underwriter), actuarial formalization (Actuary), exposure graph modeling (Risk Modeler), contract instantiation (Manager), and statement-of-account production (SOA Senior / SOA Junior). Each tenant receives an isolated workspace pre-loaded with a seed library: standard clauses, primitive DAG graphs (LEGO Bricks), and SOA templates covering Profit Commission, Loss Participation, and more. A 298-term multilingual RI glossary is included in 14 languages (EN FR DE ES IT PT NL PL JA AR KO ZH TR HE). Documents are stored with AES-256-GCM encryption.Starting Price: $0 -
30
MarvelX AI
MarvelX.ai
MarvelX builds agentic AI for financial services and highly regulated industries, starting with AI claims agents for insurance. The platform handles autonomous claims processing at high volume, from first notice of loss (FNOL) through policy validation, adjudication, and settlement, so insurers cut claims handling time from days to under an hour. Built for P&C, motor, travel, health, life, and embedded insurers, plus MGAs and TPAs, MarvelX validates policy details, checks document completeness, and routes edge cases to human reviewers, keeping a human in the loop with audit-ready output. It also offers AI document data extraction for insurance: structured fields from documents, each with a source reference. Beyond insurance, MarvelX is extending the same agent architecture to other regulated workflows, such as KYC/KYB verification for notarial services. MarvelX connects to the systems teams already run, including HubSpot and Dutch registries (KVK, RDW, SchadeGarant).Starting Price: Price on request