Best Insurance Software - Page 5
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Live 360
360 Technologies USA LLC
Live 360 is an AI-powered CRM platform designed specifically for insurance agents and independent agencies to streamline ACA health insurance quotation and enrollment. The platform automates quote generation using real-time data from the Healthcare.gov API, enabling agents to provide instant plan comparisons and personalized recommendations. Live 360 includes built-in electronic signature capabilities, multi-channel campaign management, WhatsApp integration, and comprehensive client management in a unified dashboard. Features include real-time analytics, compliance-ready operations, and consumer consent workflows. Live 360 helps agencies scale their ACA business while maintaining a professional, transparent client experience.Starting Price: $39.99 -
2
Rippit
Rippit
Rippit is a conversation data platform that turns customer interactions from helpdesks, sales calls, meetings and other connected sources into structured, searchable data. Customer experience, support, product, sales and operations teams can use natural-language analyses and reusable AI agents to identify contact drivers, product feedback, churn signals, quality issues, compliance concerns and chatbot or AI-agent problems. The platform enriches conversation records with fields such as intent, sentiment, resolution and root cause, then helps teams examine trends and trace findings to source conversations. Teams can schedule Agent Apps to repeat analyses and deliver insights, and connect external assistants through Rippit’s hosted Model Context Protocol server. It helps organizations analyze customer conversations and turn findings into team workflows.Starting Price: $185/month -
3
Arlo CRM
ARLO CRM
ARLO CRM was created by an insurance agent and agency owner who lives the daily struggles of running an agency: client data scattered everywhere, dec pages re-keyed by hand, ACORD paperwork, missed renewals and commissions that never reconcile. ARLO was built to fix that, so independent agents write more business with less admin. One clean record holds every client, household, business and policy. Upload a dec page and ACORD applications fill themselves. Issue COIs and evidence of property in seconds, send branded proposals clients accept online, then bind with a secure payment link. A renewals pipeline, errors and omissions diary and automated follow-ups keep anything from slipping, while commission tracking reconciles carrier statements for you. Flat pricing for the whole agency: $99, $199 or $299 per month, extra seats $39. No setup fee, no contract. Newly licensed agents without appointments can add Market Access to quote and write through participating carriers.Starting Price: $99/month -
4
PolicyHandler Enterprise
JW Software
PolicyHandler Enterprise, a web-based policy management solution for Workers' Compensation, was designed to support all phases of the policy lifecycle. Robust and comprehensive, PolicyHandler has features that include quoting, data-driven rating tools, direct and agency billing, automated renewal process, and optional workflow tools. PolicyHandler also features emailing capabilities for sending and receiving mail within the policy file. JW Software's skilled professionals and customer service excellence are what account for our Industry Leading Services. We take great pride in our unparalleled support services to ensure quality customer training and proficient product updates. Look below at some of the support services we offer our clients. PolicyHandler Enterprise's™ capabilities include data-driven rating tools, quoting, automated renewal processes, billing, and optional workflow tools while staying up-to-date with the latest policy tools. -
5
Agency Master
Agency Master Insurance Software
Agency Master is a state-of-the-art insurance agency management software solution purpose-built for the trucking, equine, aviation, general commercial, and specialty lines. Cloud or local based, Agency Master promotes 100% paperless offices and delivers powerful capabilities that include workflow, certificates, accounting, ACORD and company-specific forms, integrated e-mail, reporting, carrier access, history, and more. Featuring an intuitive toolbar and task list, Agency Mater has everything an agency needs to seamlessly manage its client base. -
6
AgentCubed
AgentCubed
Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more. -
7
TherapyNotes
TherapyNotes
TherapyNotes is an easy-to-use and feature-rich practice management software for behavioral health practitioners. It combines robust scheduling tools, patient notes, electronic billing, and a custom patient portal. The software is also certified HIPAA- and PCI-Compliant, which helps to ensure that all practice and patient records are secure and encrypted. Managing a practice comes with plenty of paperwork that can keep you out of session. With features like simple electronic claim submission and assisted ERA payment posting, you'll have fewer data entry errors and less tedious paperwork. TherapyNotes™ integrates all aspects of your practice to help you improve patient care. Person‑centered documentation, searchable diagnoses, and more time in‑session help you provide your clients with the care they deserve.Starting Price: $59 per user per month -
8
DrChrono
DrChrono
Increase the efficiency of your medical practice with an all-in-one practice management, electronic health records, and medical billing platform from DrChrono. With its modern and simple interface and dozens of advanced features, DrChrono empowers medical practitioners to better serve their patients. Users can easily schedule patient appointments, check and edit patient charts, and manage billing with ease. -
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InsuranceDrip
Xeddi
InsuranceDrip provides a web-based automated social media marketing tool aimed specifically at insurance agents. Among its many features are the creation of customized agent websites, integrated e-mail newsletters, and social media marketing in websites such as Facebook, Twitter, Google+ and others. The platform also allows each agent to track the engagement level of any potential customer in order to facilitate sales.Starting Price: $89.00/month/user -
10
eHealthApp
eHealthApp
eHealthApp provides the ability for brokers and consultants to differentiate themselves by efficiently gathering health information. The collected information can then be used to obtain health underwritten quotes and provide the opportunity for the broker to analyze the information to objectively determine the best fit for their group clients. TPA's, GA, and Carriers can sponsor eHealthApp for brokers in a manner that does not help the competition, increases underwriting accuracy, and make products more widely available. -
11
i-underwrite
Intelligent Life Technologies Limited
I-underwrite delivers world class auto-underwriting. We offer a comprehensive set of software modules capable of delivering a full, end-to-end insurance sales process online, including needs analysis and quote, e-application, auto-underwriting, digital signature, up-sell or cross sell, offer and acceptance, payment processing, policy issue, reporting and data analytics. Auto-underwriting software The cornerstone of our digital insurance software is our auto-underwriting rules engine. Underwriting rules can be quickly and easily configured to auto-decision life, critical illness, disability, income protection and medical products to meet the specific needs and underwriting philosophy of any insurer. The rules engine is available as a ‘self-contained’ module, which can be integrated into an insurer's hosted environment or provided on a Software - as a Service model. Plug into the i-underwrite U/W engine using any electronic distribution system. -
12
PrognoCIS Practice Management
Bizmatics
Seamlessly integrating with, our cloud-based Practice Management solution allows for quick and easy billing management, which enables your practice to quickly identify and confirm patient insurance benefit eligibility level and copay. Work with many different clearinghouses. Efficiently manage your accounting books. Easily reconcile patient accounting and insurance billing. Quick and easy online patient payments and EOB/ERA processing. Our healthcare practice management system has a very robust tasking system. You can quickly find and assign claims to work on using a filter-based search function. You can filter and search outstanding claims by around 100 different parameters, including patient vs. insurance responsibility, primary/secondary/tertiary payer or payer grouping, provider, date of service, aging bucket, and denial reason. Filters can be saved and reused later.Starting Price: $250 per month -
13
VeterinaryGate
MedSites
VeterinaryGate is a Veterinary Software, Veterinary Office Billing Software, Practice Management Software that offers an easy-to-use Windows interface featuring an integration of Animal & Pet Medical Records, Appointment Scheduling, Billing, Tracking Receivables, Managing Expenses, and Generating Customized Reports And Graphic Reports. VeterinaryGate is a Network and Multi-User Veterinary Software, Veterinary Office Billing Software, Animal Medical Records Software, and Veterinary Practice Management Software for Small-Large Veterinary Medical practices that contain all the Financial, Clinical, and Operational elements For a successful running Veterinary Practice. For Single and Multiple Veterinary Practice to Manage Animal & Pet Medical Records, Vaccination Records, Lab Tests, Prescriptions Writer, Appointment Scheduling, Insurance Billing Claims, Invoicing, Expenses, Receivable, Tax and Pharmacy Purchase Order with Drug Dispense all integrated in one application.Starting Price: $99 one-time payment -
14
AgencyHR
Vertafore
AgencyHR takes the pain out of managing your team so you can focus on growing your business. 72% of agency owners wish they had better records when terminating an employee. With AgencyHR you won’t be one of them. Broadcast agency messages to your team and receive a confirmation when they've been viewed. Keep meticulous employee records - without trying. All employee data automatically stored in one easily accessible location.Starting Price: $11 per month -
15
Equisoft/connect
Equisoft
Build deeper long-term client relationships using our CRM software for financial advisors. Equisoft/connect is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients’ insurance and investment information. And it’s a powerful productivity, marketing, sales and compliance tool. Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.Starting Price: $89.00/month/user -
16
Insuraxe Solutions
Insuraxe
We have developed our system using top security methods in use from Encrypted Databases, extensive testing, EVSSL Certificate to our securely hosted servers with Azure Platform to maximize the availability and reliability to all our clients through auto-scaling. We are confident that we HIPAA compliance. we keep a log of all and every action through out the system and monitor all database abnormalities. We focus on building systems for Insurance organizations with all tools they need to build awareness through Integrated-Rating, Billing, SMS, Emails, Calls automation and scheduling. Insurance Lines Assignment, Commission Management, Binding Requests Management. Start E-Filing your surety and license bonds with California State License Board (CSLB). Your integrated website leads and payments collection forms.Starting Price: $4999 per month -
17
Docutrax
Risk Toolbox Inc.
The Docutrax online system for tracking certificates of insurance and documents is designed to successfully address best-practices risk management objectives. The system facilitates much of the repetitive, time-consuming and error-prone processes for obtaining and tracking COIs and other documents. Docutrax has been consistently proven to obtain higher rates of insurance coverage compliance at lower expense while providing previously unavailable business process efficiencies. Its highly flexible interface adapts to any business organizational requirement. Customized vendor/broker notifications and pushed email alerts to designated personnel automatically communicate with all related parties. Our professionally licensed insurance and support personnel ensure informed customer service to our client, its insureds (tenants, vendors, suuppliers, contractors, franchisees, etc.) and their insurance agents.Starting Price: $4,500 per year -
18
Brokercore
Brokercore
Brokercore is uniquely designed to improve the experiences of commercial brokers, MGAs, and policyholders. Get support for your operations and manage your costs as you scale — while giving your customers a more convenient digital experience. Transact more policies and capture more client data automatically without hiring more people. Get one solution to manage your entire policy workflow and give customers an improved experience instead of a patchwork of subpar software. Avoid costly mistakes through transparent customer interactions and repeatable automated processes. Frustrated with the clunky technology that holds you hostage? Brokercore has a mighty goal: to create software you might actually enjoy using that can also adapt to the ever-changing insurance landscape. Handle all aspects of policy management including midterm endorsements, capturing correspondence, tracking claims, and remarketing, all from one system. -
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QuoteRush
QuoteRush
QuoteRUSH was created for insurance professionals by insurance professionals and is revolutionizing the industry. Our software is a simple to use rating tool that allows you to quickly quote all of your insurance carriers from a single entry screen. This rating technology enables you to get real time rates with 100% accuracy because you are working directly on your carrier's websites, so there is nothing assumed or lost in translation and your rate is calculated exactly the way your carrier wants it to be. This revolutionary software is reinventing the work flow and decision making process of quote-bind-policy. We easily integrate with any lead vendors along with all agency/lead management systems. QuoteRUSH is the fastest comparative rating software for homeowners insurance on the market. We don't support using complex algorithms or crazy future predictions about what will happen in the future, we live in the now. We only use real rates directly from the Insurance Carriers.Starting Price: $99 per month -
20
SEI CRM
Everlabs
SEI CRM makes it easy to add and edit client data. Client relations history, authomatic birthday greeting, reminder of important events do not let your clients forget about you and join another company. Customer loyalty – the most important asset in the insurance business.Starting Price: $2.70 per month -
21
Novo Connection
Novo Connection
With Novo Connection, self-insured health insurance quotes can be done in minutes, not days. The Novo Connection platform provides an easy way for advisors to model out various self-funding strategies, understand a group's risk, customize plan designs and plan components, and secure competitive stop-loss coverage to match the plan designs. We take the guesswork out of shopping for program components. All of our vendors have been fully-vetted by a team of industry experts to ensure that you are getting the best quality and service possible. You're not only saving time by using Novo Connection, but you'll also be saving real dollars! Our pre-negotiated vendor rates will offer substantial savings on everything from stop-loss to customized program point solutions. -
22
PlanSource
PlanSource
Automate and simplify every aspect of your benefits program with PlanSource Reach employees with targeted messaging and communication campaigns you can customize by group and automate across email, text, mobile app and more. Consolidated self-billing and invoice reconciliation mean less time auditing and adjusting insurance bills each month and more time. Complete compliance solutions and peace of mind for ACA measurement and reporting, COBRA administration, eligibility requirements, and more. Streamlined workflows and real-time integrations deliver an enrollment experience that’s designed to drive higher engagement and plan participation. Our 100% mobile experience – on our app or online – makes it easy to shop for benefits the same way you shop for anything else. Eliminate manual processes and hours of HR admin work with true end-to-end benefits automation.Starting Price: $4 per month -
23
Claimable
Claimable
Claimable is claims management software for businesses that removes the headache of managing insurance claims. Increase your claims handling capacity by spending less time on admin. Stop searching shared folders and inboxes. Your claims data is just a few clicks away! Your data is securely stored in the cloud and is accessible from anywhere. No more paper! Be ready for an audit with a complete history of each claim at your fingertips. Keep track of your documents and access them whenever and wherever you need! Filter and report on your claims data, to drive productivity and stay informed. Label your claims to categorize and organize them to suit your workflow. Keep detailed notes on each claim and collaborate and share with your team. Assign tasks to your team and see at a glance which are due or completed. Build and manage your claims contact database, and find contacts in an instant.Starting Price: $79 per month -
24
BriteCore
BriteCore
BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility. The BriteCore Platform enables insurers to seamlessly manage policies, billing, and claims; rapidly configure new products; and access comprehensive reporting and analytics—all within a unified core insurance system that includes user-friendly portals for agents and policyholders. Trusted by over 100 insurers across North America, BriteCore’s policy administration system empowers mid-size carriers and fast-growing MGAs to streamline their operations and confidently compete with the industry's largest providers. For more information, visit britecore.com. -
25
AgentExpress
AgentExpress
AgentExpress is not your typical quoting and enrollment platform. We've modernized the traditional CMS experience to set brokers up for success in the ever-changing landscape of insurance professionals. A foundation of technology, training, and support differentiates our agents allowing them to create truly incredible experiences for their clients. Built with decades of experience in the insurance and technology space. The AgentExpress platform is the industry leader in Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life quoting and enrollment broker technology solutions. Working with AgentExpress, you'll have a team dedicated to your success. Grow your business with in-depth product, technology and sales training. Train with our team, attend our weekly webinars, or learn at your own pace with our industry-first micro learning platform for insurance agents. -
26
TransitExec
Transit Connect Group
Easy-to-use medical and paratransit dispatch and scheduling tools make a trip management process easier, faster and more cost-effective for NEMT companies. TransitExec is a software company based in Milwaukee, Wisconsin. We offer a complete solution for NEMT/Paratransit operators. Very easy and very affordable. Simple pay-as-you-go model. Zero upfront cost. Includes scheduling, dispatching, auto-routing, customer management, insurance billing, custom reports, fleet management, integration with all MediCaid brokers for EDI trip management. Quick scheduling and real-time dispatching are essential keys in the day to day operations of a NEMT business. They enable you to schedule all rides in the shortest time, and optimize it, which results in more revenue per one trip. TransitExec scheduling and dispatching software provides all the tools you need to optimize your routes, save gas and money.Starting Price: $0.05/one-time -
27
bflow Solutions
bflow Solutions
Collect more revenue, automate everything, and get instant insights all while maintaining your compliance. Begin your journey to an automated future with BFLOW® today. Unlike other platforms, BFLOW® is built exclusively for DME business and includes all the required forms and tools to keep your cash flowing and your operation in compliance. Don’t suffer DME platforms that only offer complicated processes resulting in error-ridden medical claims and, subsequently, reduced cash flow. We’ve created a new breed of cloud-based DME software to give operators an easy interface at deeply reduced costs. BFLOW Performance Management Dashboard. Simplify your operation with multi-channel billing from one seamless application. Retail POS, insurance billing, patient billing, and B2B invoicing are all included. It’s an all-in-one solution and is available as part of our standard pricing plan.Starting Price: $65.99 per month -
28
NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. -
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Sibro
Sibro
SIbro insurance broker software helps you to organize and track every stage of a policy; from prospects management and renewal follow-ups, preparation of RFQs and quote comparison sheets, to collecting payments, delivering policies to customers in order, endorsements, and more. Sibro's insurance claims management module not only helps you track, but also automates and eases your entire in-house claims management. Sibro suggests the documents required for a claim. It can fetch real time claim updates via TPA integration. They aid you in ways you have never thought about. Sibro's accounts module systematically corrects mistakes and ensures insurance broker's due receivables. It helps you track every receivable invoice and their reconciliation. It also exposes cases where we missed receiving brokerage. Sibro also eases your IRDAI compliance process significantly.Starting Price: $4500.00/one-time/user -
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Agency Impact
Agency Impact
Meet Agency Impact, a new, reliable and powerful solution, built with simplicity from the ground up by retired insurance agents for insurance agents. Best of all, it was designed to work with your PC, laptop, tablet or smartphone anywhere and anytime. We have launched the most cost-effective web-based insurance agency management program on the market today. Whether your agency is large, small or in between, we pride ourselves on providing the best solution for your insurance management needs, a sophisticated investment at modest pricing. Agency Impact works the way you do. It delivers excellence, plus, superior and unsurpassed flexibility. By utilizing the power of the Internet, Agency Impact allows you to share up-to-the-moment customer information, access crucial files and view your critical data and make the right choices, from your office, on the go, or from the comfort of your home.Starting Price: $49 per month
