Page 2 | Best Insurance Apps for iPad of 2026

Employee Navigator

Software for insurance brokers, carriers, and HR departments to make running a business easier. Employee Navigator works with the nation's leading insurance brokers and insurance carriers to provide companies of all sizes with modern benefits & HR software. Join the nation’s fastest growing benefits and HR platform today and see what over 1,000 brokers and 27,000 companies of all sizes have already discovered. Employee Navigator’s SOC2 (Service Organization Controls) Type II certification demonstrates our commitment to security, integrity, confidentiality, and privacy.

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AllClients

AllClients is an all-in-one CRM and marketing tool for small businesses. Simplify your customer interactions, automate tasks, and boost sales with features like email marketing, landing pages, and workflow automation. No technical skills required.

Starting Price: $24 per month

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Maximizer CRM

Maximizer Software

Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use! Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.

Starting Price: $29.00/month/user

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INSILLION

GoDB Tech

Insillion is a Pay-as-you-Grow, cloud-native insurance platform that enables carriers, MGAs, MGUs, and Program Administrators to rapidly develop, distribute, automate, and manage insurance products across multiple lines of business. Powered by InFlow by Insillion, its AI-powered process automation platform streamlines underwriting, policy administration, and insurance workflows. With low-code/no-code product configuration, insurers can launch new products faster, automate underwriting with configurable rules and straight-through processing, and manage the complete policy lifecycle from quote to renewal. Built for brokers, agents, embedded insurance, and digital distribution, Insillion integrates seamlessly with carrier systems and third-party solutions through open APIs, helping insurers accelerate time-to-market, improve operational efficiency, and modernize without replacing their existing core systems.

Starting Price: $999/month

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HoudiniESQ

LOGICBit

HoudiniEsq is an advanced, browser-based law practice management for today's modern law firms. Available in the cloud or on premise, HoudiniEsq offers a robust feature set that enables law firms to streamline workflows, capture and classify all types of documents, automate billing, task scheduling, and group calendaring, and more. The platform also integrates with solutions such as LawPay, Microsoft Office, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect, and Google Suite.

Starting Price: $0

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VCA Software

Dreaming of happy, efficient claim handlers; fast, accurate claims resolution; and 5-star policyholder ratings? Our agile, future-ready platform enables your people to perform like rockstars, and equips your company with scalable, intuitive processes to fuel profitable growth. By simplifying and automating the workflow, our clients reduce the cost of the claims journey by as much as 30%. VCA Software is one of the most scalable and integration-friendly platforms in the market. Our robust features, at a mid-range price point, make us a favorite among TPAs and adjusting firms. Yes, VCA is lightning fast, but the system is also whip-smart – equipped with a cutting-edge analytics suite so you can make fact-based decisions. You can count on VCA for industry-leading uptime, privacy, and data security. Our Tier 1 data centers are located in the USA, UK, Canada, and Australia. Our solutions can be easily customized to meet your team’s unique requirements.

Starting Price: $65 per month

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Gen4 Agency Management

Gen4 Systems

An agency management system the whole team will use. From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use. The Gen4 sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency. Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency. Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.

Starting Price: $195 per month

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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

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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

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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.

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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

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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

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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

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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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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

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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.

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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.

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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

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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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Quantivate

Since 2005, Quantivate has been helping organizations efficiently manage their governance, risk, and compliance (GRC) initiatives. Quantivate’s scalable technology and service solutions equip organizations of all sizes to make more strategic decisions, improve performance, and reduce costs. Learn about how Quantivate’s integrated platform can simplify GRC management at quantivate.com.

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HawkSoft

Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view.

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Profida

Computer Science Software

PROFIDA® is our flagship software solution aimed at all sectors of the Financial Services and Insurance Industry. For you as an insurer, underwriter, broker or adviser this means specialized functionality and support to achieve high-sophisticated practice management and high-level client service. For our clients with bigger and different operating interests, this means achieving efficiency with high-volume business, cross-selling opportunities, and a holistic managerial overview of all business units. PROFIDA® offers ubiquitous access to your data via an ordinary browser interface from wherever you are. You can use your desktop computer, laptop, iPad, iPhone and Android devices. We support Windows, Apple Mac and Linux. It is the first software platform which is used in both, the life and non-life sector. Thus, making PROFIDA® the ideal software suite for any firm marketing composite financial services products.

Starting Price: $1000 per month

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FreeAgent CRM

FreeAgent Network

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.

Starting Price: $33 per user per month

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NexHealth

Deliver an end-to-end patient experience that integrates in real-time with your practice management system. The only solution that reads and writes data in real-time with your practice management system. We spend most of our engineering resources on creating the best bidirectional integrations with EHR and practice management systems. Now you can develop and deploy your product in weeks, not years. Our engineers consume our own API to build our own doctor-facing SaaS product, so you know you will always get an experience that is tested and can scale. Online patient scheduling allows visitors to see your availability in real-time and schedule appointments on-demand from any location or device. NexHealth scheduling software fully customizes your schedule right out of the box. Our team of product experts helps implement both your calendar of record and your EHR system – no matter how complex your schedule.

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InsuredMine

Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven Quotes

Starting Price: $69per user per month

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Urbest

Goodbye to slow and ambiguous job processes. Hello to structured and easy collaboration. Urbest's collaborative job tracking platform allows organisations to seamlessly capture, organise, track and take actions in workloads between issuers, managers and workers. Involve building users to know better what they need. By structuring this data, you can reveal what matters and think about new services to provide. Maintaining structured digital data on your buildings and analysing this in Urbest helps to provide facts and insights that enable you to increase value e.g. which contractors are the most effective, which recurring issues could be readily fixed? By using the tool, it shows your stakeholders e.g. prospective tenants that you are serious about increasing value. Minimise time consuming tasks to their lowest level. Gain efficiency by providing the right information to the right person at the right time.

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samedi

samedi is a web software solution for cost-saving and service-increasing patient coordination. The secure networking solution can be used in medical practices, clinics and operating theaters. The work processes are optimized through effective and efficient resource planning, process control, online appointment booking and assignments. With the help of video consultation hours and online forms, processes can be mapped more flexibly, of course, while guaranteeing the highest data security. samedi is an e-health software for doctors, clinics and health insurance companies. samedi networks the healthcare system and optimizes medical procedures and processes. Simple, efficient and safe. With 12 years of expertise in e-health, we understand your individual needs and offer flexible settings for both simple and highly demanding process and workflow requirements. With our interfaces to almost every practice and clinic information system, we offer you smooth workflows.

Starting Price: $45 per user per month

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GloveBox

The agency branded self-service platform connected to all insurance carriers. A premier technology for the IA channel. GloveBox is a centralized mobile and web application allowing insurance policy holders to access their policy documents, pay a bill, initiate a claim and so much more regardless of which carrier their policies are written with. The goal of GloveBox is to enhance the customer experience for the insurance client while reducing service costs and increasing overhead for both agencies and carriers. A seamless all-in-one platform connecting clients to your agency and their carrier(s). Choose from a full list of insurance companies to organize personal lines policies inside your GloveBox. Once your carrier is selected, it is added to your homepage and you may proceed to register for an account and/or login. GloveBox includes robust automation for client distribution and a seamless in-app experience.

Starting Price: $150/month

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Reimbursify

Reimbursify is the first and only mobile-enabled, software platform delivering a truly innovative solution empowering patients, serving practitioners, and enabling digital partners to easily file out-of-network reimbursement claims for medical and mental health services. Reimbursify is the fast, easy way to file out-of-network (OON) reimbursement claims from your health insurance company! Our intelligent app takes the pain and trouble out of claim filing to make sure you get all the money coming to you. Fast, streamlined registration for primary insured, spouse & dependents. Smart dashboard manages all your claims and keeps track of money you’re on track to collect. Proprietary Rejection Resolution Pathway to help resolve rejected claims fast. Provider search function that auto-populates provider information.

Starting Price: Free

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Agenzee

Agenzee is a cloud-based insurance licensing, appointment, and compliance management platform designed to automate and simplify the complex regulatory processes faced by insurance organizations and individual producers in the United States by providing a unified dashboard, real-time tracking, and intelligent alerts for license renewals and carrier appointments so teams never miss deadlines or fall out of compliance. It centralizes workflows that traditionally rely on spreadsheets or disparate tools, offering automated license applications and renewals, direct integration with the National Insurance Producer Registry (NIPR) for daily synchronization of data accuracy, and the ability for carriers to submit new or termination appointment requests directly through the system. Agenzee enhances visibility with interactive dashboards and customizable widgets that provide insights into compliance status, open tasks, and regulatory actions.

Starting Price: $20 per month

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Best Insurance Apps for iPad - Page 2

Compare the Top Insurance Apps for iPad as of November 2026 - Page 2

Employee Navigator

AllClients

Maximizer CRM

INSILLION

HoudiniESQ

VCA Software

Gen4 Agency Management

Agentero

Adjustify

Kanverse

Aclaimant

DocuSketch

Garner

DrChrono

Insuraxe Solutions

BriteCore

AgentExpress

TransitExec

NexJ CRM

Quantivate

HawkSoft

Profida

FreeAgent CRM

NexHealth

InsuredMine

Urbest

samedi

GloveBox

Reimbursify

Agenzee

Best Insurance Apps for iPad - Page 2

Compare the Top Insurance Apps for iPad as of November 2026 - Page 2

Employee Navigator

AllClients

Maximizer CRM

INSILLION

HoudiniESQ

VCA Software

Gen4 Agency Management

Agentero

Adjustify

Kanverse

Aclaimant

DocuSketch

Garner

DrChrono

Insuraxe Solutions

BriteCore

AgentExpress

TransitExec

NexJ CRM

Quantivate

HawkSoft

Profida

FreeAgent CRM

NexHealth

InsuredMine

Urbest

samedi

GloveBox

Reimbursify

Agenzee

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