Alternatives to BluInsurance
Compare BluInsurance alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to BluInsurance in 2026. Compare features, ratings, user reviews, pricing, and more from BluInsurance competitors and alternatives in order to make an informed decision for your business.
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1
Macaw AMS
Nest Innovative Solutions
Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day. -
2
Verity
VRC Insurance Systems
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.Starting Price: $150/user/month -
3
tigerlab
tigerlab
tigerlab positions itself as a leading provider of insurance software solutions and embedded insurance, empowering customers to deploy and adapt applications efficiently. With over a decade of experience, tigerlab focuses on enhancing business value and delivering breakthrough results to clients. Our configurable, API-driven, and intuitive insurance software solution is designed to enable you to deliver a superior end-to-end digital experience to customers and system users. Discover first-hand why our insurance platform is the perfect solution for an end-to-end digital insurance experience. Click the demo button to see the platform in action. -
4
Jenesis Agency Management
Jenesis Software
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.Starting Price: $60/month/user -
5
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies. • Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships • Marketing tools with email campaigns, drip marketing, and texts • Automated insurance agency workflows • Business analytics, dashboards, and reporting for agency performance and pipeline management • Compliance and disclosure tools with e-signatures and required insurance documentation • Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management • Easy to customize for how your insurance agency works • Top-rated support • Free Android and iPhone apps • Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract requiredStarting Price: $85 per seat per month -
6
Guidewire
Guidewire Software
P&C insurers need a platform that helps them engage personally, innovate freely, and grow efficiently. At Guidewire, we are utterly committed to your success. We combine digital, core, analytics, and AI to deliver our platform as a cloud service. And with the largest R&D team, services team, and partner ecosystem in the industry, we continually evolve and innovate to meet your needs. Maybe that’s why more than 450 insurers, from new ventures to the largest and most complex in the world, run on Guidewire. Truthful relationships with customers, prospective customers, partners, investors, and each other. Communicating through clear arguments, building excellent quality products, and making decisions carefully on the basis of factual evidence. Chosen by more than 450 insurers, from new ventures to the largest and most complex in the world, Guidewire is the most trusted platform in the industry. -
7
Insly
Insly
Insly provides a fully extensible suite of software solutions that can be combined with your own custom modules to both simplify and completely automate all tasks required to run a successful insurance business. All the parts you need: forms, workflows, rating engine, document template editor, endorsement library, capacity management and so much more. Broker channel support out of the box. APIs expose everything and allow you to create the perfect Direct-to-Consumer experience. Automate cookie cutter cases for new sales and mid-term policy changes and automated renewals. All the premium accounting taken care of. Bordereaux and management reports in one click. Build your own custom reports. Pull in 3rd party data to help your underwriters make better decisions. Integrate with the rest of your tech stack, legacy or modern.Starting Price: $35 per user per month -
8
InsuredMine
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 QuotesStarting Price: $69per user per month -
9
Aspire
Impowersoft
We are a leading provider of insurance agency management software solutions. Our focus is to provide our clients with groundbreaking applications and innovative services that enhance their businesses and allow them to get the upper hand on their competition. What could this mean for your business? Simply put, higher levels of customer satisfaction, increased profits and lower operating costs. Our product is a comprehensive and cost-effective insurance CRM software / insurance agent software application tailored specifically to meet the demand of the modern insurance agency. Our insurance agency management software, called “Aspire,” is a result of collaboration from experts with backgrounds in both insurance and software development. As a result, our clients get innovative, first-to-market insurance agent software features that no other company has. Our insurance agency management software is packaged to be one of the most cutting-edge and simple solutions for insurance agencies.Starting Price: $129 per month -
10
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. -
11
AgentSync
AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems. -
12
Go-Insur
Pancentric Digital
GO-INSUR brings digital transformation to the policy admin system to deliver an innovative cloud-based insurance solution that's agile, robust and rapidly scalable. Built by one of the UK's leading digital insurance specialists, whose existing client base includes Marsh, Legal & General, British Friendly and Hiscox. GO-INSUR enables you to rapidly distribute new products and drive policy sales. Revenue growth within insurance is being held back by legacy systems and the cost of new technologies. Go-Insur's cloud-based solution changes that, enabling you to sell new products and expand distribution easier, quicker and more affordably. Our agile delivery and customer-centric design provides Insurers, Brokers, MGAs and start-ups with an intuitive cloud-based insurance platform that empowers speed, flexibility and responsiveness. Get products to market faster, exploit market gaps, expand your distribution, and achieve a greater ROI on policies with Go-Insur. -
13
TBW (The Broker's Workstation)
Rival Insurance Technology
TBW (The Broker's Workstation) Integrated Management System is a true fully integrated SEMCI solution for insurance brokers across Canada. The Broker’s Workstation (TBW) is a fully integrated suite of automation tools designed to support the operations of property and casualty insurance brokers and agents. Built with CSSI's industry-leading, real-time technology, TBW is continuously enhanced to help brokers stay competitive and better serve their customers. TBW integrates the following components within one system, allowing the broker to maximize efficiencies: IntelliQuote Rating and Underwriting. IntelliQuote is a rating, quoting, and underwriting system with Home/Tenant/Condo, Personal Auto, Commercial Auto and Agro. Real-time rating and upload. CSIO application and pink card generation with direct to company upload capabilities. 1,800 Insurance Company/Region/Line rate manual supported. API rating and direct company rating available. -
14
AgencyZoom
Vertafore
Put your producers on a rocket ship with AgencyZoom's easy to use sales platform. Stand out from the rest, to keep customers coming back to your insurance agency. An amazing Dashboard that shows you who is hitting goals and who's holding you back. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Build an automated customer journey from prospecting, to renewals, and beyond. Know exactly what you and your insurance producers need to do to succeed today, this month, and this year. Month after month you'll build up your insurance agency's Google Reviews automatically. Build an automated customer journey from prospecting, to renewals, and beyond. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Our lead manager makes it easy for agents to follow their valuable leads down the pipeline, with smart tools that help nourish the right leads today.Starting Price: $79 per month -
15
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 -
16
Surefyre
Vertafore
Surefyre by Vertafore is an AI-powered insurance automation platform designed to streamline and enhance the processes for Managing General Agents (MGAs). It simplifies the rating and quoting process, automates agent portal configurations, and integrates seamlessly with MGA systems and third-party data sources. Surefyre's no-code platform allows users to quickly onboard new agents and make data-informed decisions on risk. By automating key aspects of underwriting and quoting, Surefyre improves operational efficiency, accelerates speed to market, and boosts revenue, ultimately transforming the way MGAs manage policies and submit applications. -
17
AdvantageGo
AdvantageGo
AdvantageGo helps insurance companies to look from an increasingly precarious future back to today. The difference is clarity. And profit. By bringing the future more efficiently and effectively into the present, we position insurers´ profits at the heart of their business - today, not tomorrow. Our pioneering platform and 25 years of experience mean AdvantageGo offers insurers the IT agility they need to create an intelligent digital strategy. ENTERPRISE SCALE UNDERWRITING Maximise risk mitigation – Improve Underwriter decision making with AdvantageGo’s intelligent underwriting workbench that creates clarity and insight from the analytics locked in your data. At the point of underwriting new business and policy renewals, our modular workbench provides relevant and specific internal and external data for a more informed view of risk that supports the Underwriters’ decision-making. -
18
Quotall
Quotall
Quotall empowers insurance distributors with unique e-trading capabilities, supported by expert insurance consultancy services. Quotall is a next-generation, specialist software house. We provide a sophisticated, global e-trading capability, built with 21st-century technology, which integrates with the latest digital applications and services. Our clients can access markets faster, achieve new levels of cost efficiency and profitability, and deliver the full cycle, self-service, multi-channel user experience that today’s consumers expect. We support our clients in getting the best from our software with market-specific marketing and sales consultancy to assist with digital transformation and promotional activity. -
19
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 -
20
Momentum AMP by NowCerts
NowCerts
Momentum AMP by NowCerts is an AI-powered agency management platform built for insurance agencies that want to automate workflows, improve communication, and manage operations in one connected system. The platform includes Momentum AMS, Momentum Automation Center, Momentum Edge, Momentum Enterprise, Momentum MAPS, Momentum PremFi, Momentum PROs, Momentum Rate, Momentum Toolbox, Momentum Voice, and InsuranceAgency.AI. Momentum AMS helps agencies manage policy administration, billing, claims, reporting, and client service through a user-friendly all-in-one solution. Its automation tools support email, text messaging, task assignments, pipeline management, notifications, and other workflow improvements that reduce manual work. Momentum also offers solutions for lead generation, premium finance quoting, commercial lines rating, managed services, staffing support, AI tools, and voice agent capabilities. Momentum AMP is designed to help insurance agencies modernize their operations, increaseStarting Price: $49.00/month -
21
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. -
22
Novidea
NOVO IDEA SOFTWARE
Advanced insurance software solutions for distributors who want increased profitability satisfied customers. Clarity and confidence for brokers, MGAs and insurers. Created specifically for insurance professionals, Novidea is the insurance software solution that turns your data into insights you can act on. With real-time visibility into every aspect of your insurance business, clear reports, and powerful analytics tools, your brokers can close more sales and improve customer relationships. We just completed a survey of brokers, agents, insurers and MGA's, and the results reveal some surprising contradictions. The report underscores how far tech perceptions are from tech reality - and how we can close the gap. We're an An end-to-end broker and agency insurance software solution that makes success simpler. One Unified View. 360-degree, front- and back-office visibility into the entire customer journey. Actionable Intelligence. On-demand insights, reports, and dashboards. -
23
CoverWallet for Agents
CoverWallet
CoverWallet For Agents, an Aon Company is a technology platform that provides Insurance agents with a single point of entry to access multiple carriers and lines of business. It gives agents a fast, simple, and efficient solution to provide commercial insurance to businesses simplifying the way Insurance agents and agencies quote their customers - Single streamlined application - Compare multiple, bindable quotes - Online bind - Manage accounts on one central online platform. One application for multiple lines of business including General Liability, BOP, Professional Liability, and more. As you enter information, the application prefills answers to questions and skips unnecessary information to save you time. Compatible on devices including mobile, tablet, or desktop. Instantly compare quotes from multiple top national carriers, no appointments needed. Recalculate quotes and adjust coverages, limits, and deductibles at the click of a button. -
24
InsuraCRM
Damco Solutions
InsuraCRM, a fully-functional insurance CRM software, unleashes the power of automation and enables insurance agencies, carriers, and brokers to boost sales and customer acquisition. It helps insurers manage administration, organize customer data, automate underwriting processes, resolve claims in quick time, generate quotes, and more from a centralized platform. The agile CRM for insurance agents is equipped with next-gen features and functionalities to empower insurers to collaborate in real-time and discover more up-selling and cross-selling opportunities. -
25
Bold Penguin
Bold Penguin
Bold Penguin simplifies commercial insurance through advanced technology and quoting software designed for insurance agents, brokers, networks, carriers, and channel partners. It offers a suite of integrated tools including terminal, exchange, storefront, and analytics, streamlining the process of quoting, lead generation, and underwriting for small and medium-sized businesses. The terminal solution allows agents to quote and bind policies quickly, partnering with national and regional carriers to ensure the right coverage. The exchange platform facilitates growth by providing a marketplace for leads, while the storefront allows agents to manage digital quoting experiences for SMBs. Additionally, Analytics uses AI to enhance data extraction and underwriting. Bold Penguin’s technology empowers agents and partners to better serve SMBs by improving efficiency and expanding business opportunities. -
26
Newton by Agency Systems
Agency Systems
Newton by Agency Systems provides insurance agencies of all sizes with reliable, full-featured insurance agency management software systems for commercial and personal lines retail agencies, brokers, and general agencies. Even the most stable agency management system provider is of no value unless they are willing to commit all of the resources required for a successful transition, including the unlimited training and support your agency needs. Experience proves that some agencies require more individual attention than others, and you should demand that support without question and without additional fees. We’ve been diligent in creating intelligent agency management software that will empower you to work smarter and more efficiently. Our innovative user interface offers capabilities and design features unlike anything insurance agencies have seen before.Starting Price: $185.00/month -
27
AgencyBloc AMS+
AgencyBloc
#1 Recommended Insurance Industry Growth Platform AgencyBloc's Plus Suite of industry-specific solutions helps health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more—effectively removing roadblocks for sustainable growth.Starting Price: $109.00/month -
28
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. -
29
JAVLN
JAVLN
JAVLN intelligent insurance software. Innovative technology to transform your business. The complete insurance solution. Policy Lifecycle. Powerful administrative hub including end to end full policy management, document and claims management. Automation. Automated personalized quotes, renewals, payment reminders with SMS/Email & CRM capabilities. Time Savings. Reduction in repetitive data entry, with allocated workflows and task management for increased productivity. Client Portal. Allow 24/7 online access for clients to their account, claims and policy information improving the customer experience. Real Time Data. Quality data insights, integrated insurance accounting and receipting. Quote Online. Provides clients and prospects the ability to quote, compare and buy insurance online 24/7. Multi Insurer. Multi-insurer quote and bind capabilities producing comparison documents for customer consideration. SaaS Solution. Cloud hosted software that can be accessed anytime -
30
AgentMethods
AgentMethods
All-in-One Website Marketing Platform for Insurance Agents. Your new and beautifully designed insurance website, online in minutes. Beautiful websites designed to sell insurance. Use AgentMethods Insurance Email Campaigns to generate new insurance leads, increase referrals, or cross-sell products to your current customers. Agents can create insurance email campaigns easily with our platform. Choose from our library of carefully crafted campaigns, which are all ready to go with images and copy. Then schedule your email delivery.Starting Price: $149.00/month/user -
31
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 -
32
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 -
33
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 -
34
Radius
Radius Bob
CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.Starting Price: $34 per month -
35
Ask Kodiak
Ivans
Finding and marketing to the right agents doesn’t have to be difficult, expensive and inefficient. Quickly automate appetite communication to more effectively market products. Ask Kodiak is an exceedingly simple way you to share risk appetite with agents & brokers. Market product details directly at the exact moment agents are searching for the right markets to submit new and renewal business. Convey your latest appetite and market your product details precisely at the moment agents are searching. Real-time visibility into search trends, product market opportunities, and your own product performance help you make informed decisions about how to better design and market your commercial insurance products. Aligning on each specific risk results is a win, win. With the ability to present the best coverage to their clients, agents keep your business top of mind. IVANS is ready to provide your business the advanced insurance software and solutions to digitally distribute products. -
36
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 -
37
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 -
38
HealthSherpa
HealthSherpa
HealthSherpa is a certified partner of Healthcare.gov that has created a simpler platform to enroll in Affordable Care Act health insurance plans. We work with consumers, employers, insurance carriers, insurance agents, and nonprofits to enroll as many people as possible in these subsidy-eligible, comprehensive health plans. For insurance carriers, we power their websites so that they can enroll people in Affordable Care Act health plans. For insurance agents, we provide superior enrollment technology, a CRM, and communication tools so that they can enroll more clients in plans that make sense for them, faster–and we have 40,000 agents using our platform. For consumers, we provide decision support tools to help folks choose a plan that makes the most sense for their healthcare needs and budget. HealthSherpa has enrolled more than 5 million consumers in coverage, and we show all the same plans and prices as HealthCare.gov. -
39
Sentry
Sentry Insurance
Sentry is a management system developed to facilitate the administration of insurance policies for the modern insurance agent. Our system is the best ally for insurance agents who have a vision of leadership and professionalism, based on security and innovation. A policy administration system developed to enhance the skills of the modern insurance agent and drive them to success. Providing you with tools that allow you to offer a service of excellence; stay organized, save time and improve communication with your customers and much more. -
40
INSURA
INSURA
INSURA is an insurance technology partner for the insurance industry to increase their market, giving more facilities for their agent and leveraging the corporate image at the same time. We provide secured web and mobile-based applications that can be accessed anytime and anywhere. As a digital transformation partner to clients, Insura provides services and solutions that are led by business and technology consulting, seamlessly translating strategies into execution. Insurance is a member of Batavianet. Analyze the customer's financial needs based on their risk profile. Making proposals from client gadgets is very easy, anywhere and anytime. Submit new business in real-time, integrated to payment gateway. Agent after Submission will receive the status of the application from Head Office System about their customer application status. New businesses can make comments or feedback about agents e-submission eq. lack of ID document, birth date not readable, etc. -
41
mPACS
Mandon Software
mPACS by Mandon Software is a specialist insurance software solution purpose-built for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. Robust, feature-rich, and flexible, mPACS provides a complete solution for managing quotations, policies, and claims. Available on-premises or in the cloud, mPACS offers a rich set of features for documenting, rating, quoting, renewing, claiming, marketing, interfacing, auditing, and more. -
42
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. -
43
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 -
44
InsPal
InsPal
InsPal is a comprehensive, integrated-yet-modular application tailored for insurance intermediaries that deals with all the needs of a modern insurance market. The design of InsPal is based on many years of insurance experience and insightful user comments. InsPal derives its rich functionality as a leading provider of insurance intermediary solutions. The InsPal platform opens up a new horizon for the insurance intermediaries and revolutionizes the way to work in the modern insurance market. With the increasing awareness of wealth and risk management in both developed and developing countries, there is a substantial growth of insurance needs around the globe. This creates a challenge to every level of insurance service providers, no matter insurers, intermediaries and individual agents, are seeking a better application to support their work and customers, strengthen the operations and create more sales. -
45
Renewalbook
Renewalbook
You provide your clients with competitive coverage needs. And we help make shopping and renewing clients less burdensome. Accelerate your marketing submission process by shopping commercial clients to multiple carriers at one time. Shop commercial clients to all or the preferred carriers at one time without crafting any emails. Eliminate responding to duplicate underwriter inquiries by addressing all similar questions at one time within our shared platform. No more digging in your email inbox and responding to each underwriter's inquiry individually. Stay ahead with system-generated notifications that automatically follow up with underwriters. Keep underwriters informed on important renewal deadlines without lifting a finger. Always be the first to market by scheduling submissions in advance. Schedule marketing submissions to be delivered to insurance carriers at the earliest time possible.Starting Price: $500 per month -
46
Onyx Platform
Onyx Platform
Onyx Platform is an all-in-one CRM and dialer built specifically for phone-based sales teams in regulated industries such as insurance and financial services, designed to streamline operations and improve customer engagement. It combines CRM, telephony, intelligent lead routing, call recording with DNC integration, compliance tools, and real-time reporting in a single browser-based interface so agents and managers can view lead progress, customer history, policy data, and next steps without switching platforms. It delivers unified customer profiles that show every policy, interaction, and note in one place, along with customizable disposition tracking and role-based views for agents, managers, and admins. Onyx embeds security, audit trails, and activity logging into all features to help teams stay compliant by default, and aligns with industry security frameworks to protect sensitive data. Lead management capabilities include smart routing, licensing logic, and etc. -
47
Smart Agent
Apna Infotech
Smart Agent is India's all-in-one insurance CRM for insurance agents and RTO advisors. Manage policies, track renewals, send WhatsApp reminders, check RC/Challan in 5 seconds, and auto-calculate commissions. Hindi + English support. Plans start at ₹999/year.Starting Price: ₹999/year -
48
Broksy
Broksy
Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time! Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage. All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze. While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales. -
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Pathway Insurance Software
Pathway
Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.Starting Price: $120 per month -
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InsuredHQ
InsuredHQ
InsuredHQ is a mission-critical, cloud-based, insurance infrastructure application that provides complete end-to-end policy, claims, accounts, and document management systems for mid-market insurers, MGA’s (Managing General Agent), and Brokers. Our capabilities allow our customers to rapidly create products and sell policies to service a variety of business lines and has resulted in partnerships with some of the world’s most interesting insurers and channels to market across Australia, NZ, the US, and the greater APAC region. All of this is made possible through the InsuredHQ Core, our insurance administration platform, which makes scalable insurance solutions easy from a single seamless integration. Our stress-free setup process means our partners are quickly ready to go and can leverage an API that’s easy to integrate into any existing purchase path or distribution channel.Starting Price: 1% of premium
