Alternatives to iPipeline
Compare iPipeline alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to iPipeline in 2026. Compare features, ratings, user reviews, pricing, and more from iPipeline competitors and alternatives in order to make an informed decision for your business.
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1
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 -
2
Commissionly Tracker
Commissionly
For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance. Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines. Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data. The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.Starting Price: $899 per month -
3
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. -
4
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 -
5
Hi Marley
Hi Marley
Experience the Hi Marley texting platform, connecting carriers and their partners to the end customer for that moment of truth. For claims, underwriting and policy interactions, Hi Marley has insurance carriers covered! Our integrated, AI-enabled texting solution allows insurance carriers to deliver a seamless and modern communication experience that today’s insureds expect. The Hi Marley platform is solely designed for the insurance industry, offering best-in-class features and functionality aimed to delight end customers. Representatives interact through our web-based application while customers communicate through a simple text conversation — no app download or webpage visit necessary. When selecting Hi Marley, you’re not just choosing a texting platform, you’re investing in your customer’s journey for a better way to experience insurance. Our team comes from deep-rooted insurance backgrounds, solving the problems we know exist. -
6
Layr
Layr
Grow your small business book with a platform that offers AI-powered prediction and placement, COIs on demand, a true end-to-end online application, and so much more. Layr empowers brokers and agents to provide small businesses with the insurance coverage they need. Layr's technology enables companies to get liability insurance protection and pay for it monthly with a credit card, entirely online. We provide detailed explanations of why the questions are asked and how answers may impact insurance premiums. Smart Quote lets you start a proposal now and finish it when you're ready. We revamped the standardized questions to ensure that our Smart Quote application is easy to follow and understand. While traditional insurance brokers are forced to wait on the insurance companies for quotes, we built our own rating algorithm so you don’t have to. -
7
Planck
Planck
With just a business name and address, Planck’s artificial intelligence data platform creates all relevant underwriting insights in real time, with over 90% accuracy and coverage. Improve loss ratios and increase underwriting efficiency by getting all relevant and accurate customer and risk insights. Increase submission-to-bind ratio, automate pre-fill or eliminate fields. Increase the data quality and availability throughout the insurance value chain. Leverage artificial intelligence to increase underwriting efficiency and profitability. Whether you oversee the P&L of the business line, sales, distribution, underwriting, or wants to improve your data, analytics and digital capabilities, we’ve got your back. Leveraging our proprietary open web data-mining capability and pulling from thousands of available sources, Planck gathers all the data about a business entity and its operations in real time. -
8
Athenium Analytics
Athenium Analytics
Athenium Analytics enables insurance carriers to find new opportunities for growth, efficiency and continuous improvement. We offer industry-leading insurtech software that helps carriers drive quality, improve performance and write smarter business using predictive analytics and actionable insights. Leverage AI-enabled imagery analytics, predictive models and proprietary risk scores to identify and manage risk. IRIS can help you quickly identify property characteristics and manage your portfolio exposure using AI-based computer vision and geospatial imagery. Our other risk solutions empower your underwriting and claims teams to better manage risk. -
9
Zelros
Zelros
Automatically provide your advisors and policyholders with in-depth advice, and help them choose the right cover for their needs - in real-time. Leverage modern data to make the difference. Work remotely with intelligent applications. Streamline distribution and customer service for unprecedented customer experiences. Empower your organization with new skills and expertise in all lines of business. Run on our secure cloud and on-premise, with enterprise-level data anonymization, traceability and regulation compliance (IDD, GDPR). Connect seamlessly to your existing ecosystem through fast integrations with our partners Salesforce, Microsoft 365, Guidewire. From cover subscription to claim handling, deploy and monitor critical AI-driven processes in production, without compromising on fraud detection. -
10
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 -
11
Equisoft/centralize
Equisoft
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Our insurance agency management software powers your business with out of the box business processes built by industry insiders. Policies sold and commission projections are just a few of the key reports that track operations. Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds. -
12
Kay
Kay
Kay.ai is an AI-powered operational assistant designed specifically for insurance brokers, agencies, and underwriters to automate tedious back-office workflows and enable higher productivity. It works with your existing systems, including agency-management systems, carrier portals, email, PDFs, and CRMs, to complete tasks such as quoting commercial lines (BOP, GL, auto, property), renewing personal-lines books, generating ACORD forms, issuing certificates of insurance, updating policy records, and entering data across carrier websites. Kay is built to “log in, fill out forms and handle all the tedious data-entry work”, and supports workflows across 100 + carriers and any AMS/CRM without the need for heavy integrations. The platform allows users to delegate repetitive browser-based tasks, document processing, form-entry, and servicing work so that staff can focus on higher-value client interaction. -
13
InsurSuite
Nuvento
Digital technology has changed expectations around how solutions are delivered. Everybody wants quick-to-access, fast and intuitive digital experiences that let them get the job done faster and the same goes for insurance customers. Insurers need to leverage technological solutions that increase the pace of their innovation, helping them deliver truly digital insurance software solutions to their stakeholders as well as their customers. They need to cater to the evolving need of customers with personalized and real-time experiences on the platforms they use. Enable your policyholders to report an insurable event by making simple conversations with an AI-powered chatbot. The FNOL chatbot is your customers’ digital insurance software solution assisting claims that allows them to report a loss and see it through to a claim in a digitalized mode. Its NLP and ML capabilities grasp the user’s intent quickly. -
14
Insurmi Violet
Insurmi
The A.I. assistant helping insurance providers deliver a more delightful, conversational customer experience. Violet is the helpful A.I. your customers need across the insurance customer journey, from filing claims to providing quotes to making policy changes. Our core technology delivers the best-in-class conversational A.I. technology for insurance providers. We combine our proprietary technology with design-thinking, insurance domain expertise, and data to deliver the best conversational A.I. solution for you. We’ll guide you through the entire process, from conceptualization to deployment of Violet. Boost online lead generation, automate support and offer a better digital experience with Violet. Quick & easy setup in minutes. Say goodbye to old, clunky forms. Violet will capture, qualify, and convert more leads on your website through an engaging conversational experience, so you can turn more of your site visitors into warm leads. -
15
ALFRED Claims Automation
Artivatic.ai
Filing claims are complex and critical processes. More than 60% of people do not file complex due to its complex processes and time taking nature. Artivatic’s dedicated claims platform for each insurance vertical helps insurance businesses to enable digital claims journeys, self-claims processing, automated assessment, risk & fraud intelligence and claims payout. ONE PLATFORM FOR ALL YOUR CLAIMS NEEDS. End to End Claims Automation and Assessment Platform AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL CLAIMS – DEATH CLAIMS – FIRE CLAIMS – SME CLAIMS – BUSINESS CLAIMS – COMMERCIAL CLAIMSStarting Price: $10/claims/month -
16
SmartOffice
Zinnia
SmartOffice is a cloud-based CRM & AMS tailored for financial professionals, advisors, agents, BGAs, RIAs, and broker-dealers, offering comprehensive tools to manage client relationships, workflows, data, and compliance. It includes contact management, investment & policy tracking, and time & calendar management, along with opportunity tracking and dynamic reporting. SmartOffice emphasizes cybersecurity and compliance to protect client data and integrate smoothly with Office 365 (Outlook, Excel, Word) and other sales, financial-planning, insurance, and marketing platforms. It supports key features such as centralized client history, sharing among staff, secure data access from anywhere, and structured administration of membership or agency operations through its agency management system. The platform is designed for established practices seeking to consolidate tools and visibility into opportunity pipelines, reporting, and workflow efficiency. -
17
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 -
18
Majesco
Majesco
Majesco is the leading software partner to both the P&C and L&A insurance markets to modernize, optimize and innovate their businesses at speed and scale. Over 330 insurers, from greenfields, start-ups and MGAs to the largest insurers, reinsurers and brokers use Majesco’s next generation SaaS platform solutions of core, data and analytics, digital, distribution, absence management and a rich ecosystem marketplace of established and InsurTech partners to build the future of insurance. Our technology, expertise and leadership help insurers modernize, innovate, and connect to build the future of their business, and the future of insurance, at speed and at scale. Cloud computing, microservices and API-enabled. These aren’t just buzz phrases. At Majesco, we make them real, and put them to work helping carriers move with the market, creating business value and delivering innovation to customers faster. -
19
Tractable
Tractable
Our AI assesses damage and estimates repair costs in real time. So claims can be settled faster, and livelihoods restored. Our AI assesses car damage and expedites claims and settlements today, in real time. When floods, fires and hurricanes hit, our AI will help insurers respond more efficiently and quickly. Our AI learns to interpret what’s in an image, just like a human - but at scale. With our AI, the auto repair ecosystem - from insurers to bodyshops - can respond to accidents up to 10 times faster. Our AI Review and AI Estimating products help them improve their claims processes and produce live, end-to-end estimates of vehicle damage. We carry out meaningful applied research: transforming breakthrough discoveries in deep supervised and semi-supervised learning into products that help people recover from accidents and disasters more quickly. -
20
Rocket Referrals
Rocket Referrals
With Rocket Referrals, your clients stay longer, buy more and refer their friends. No contracts or setup fees. Find your happy clients and those who are likely to leave. Get notified when clients are unhappy and save those relationships. Collect feedback regularly to measure client sentiment overtime with NPS. Watch our AI categorize client feedback to help you improve. Automate what you send to your clients and when. Have as much control as you’d like—automate it all or approve messages before they go. Quickly create custom communications and e-mail campaigns. Cross-sell insurance with ready-to-go automations and templates. Send handwritten cards like grandma does. Stay connected in an entirely new way with Rocket Connect. Text your clients easily, TCPA ready. Respond to clients and prospects quickly via web chat.Starting Price: $2 per employee per month -
21
Third Eye
Third Eye Solutions
Our Premium Finance Software goes beyond quoting and billing. Its an enterprise loans management system providing for cash management, receivables tracking, income monitoring, client servicing, compliance and financial reporting. Gain peace of mind with an enterprise-grade solution designed specifically to handle the workflow and scenarios associated with payment plans for healthcare. Custom built for Realtor Commission and Commission Advances; our platform focuses on reducing operations overhead while maintaining superior relationship management with your clients. A single platform connecting service providers, dealers, carrier and clients; offer tailored payment plans; service the contract and stay on top of the business. Third Eye Solutions’ undisputed industry knowledge, state-of-the-art technology platforms, and ability to guarantee rapid speed to market have made us the leader in the industry. Our commitment to our clients is unparalleled! -
22
AUSIS
Artivatic.ai
AUSIS – Full-stack Behavioral Underwriting AUSIS enables insurance businesses to provide in-depth underwriting, scoring & decisions in real-time. AUSIS provides reduction in cost, time, risk & fraud with enhancing efficiency, decision power, alternative scoring and more. AUSIS helps increasing STP from NSTP and also enables non-invasive methods of health data aggregation from AQI, Location, Mortality, Social, Photo, Video, Health Devices, Weather, Sanitation and more. AUSIS reduces up to 40% reduction in per policy issuance.Starting Price: $10/month/user -
23
ForeSight
Insurance Technologies
Leverage the robust features of ForeSight® to maximize distribution strategies and automate the illustration sales process for greater business efficiencies, agility and increased speed to market. ForeSight® provides carriers advanced features including robust rules, pre-built sales tools and unique system customization to quickly promote products to distribution. Deliver a dynamic and guided illustration sales process, making the complex simple for your sales force so they can deliver products and solutions faster and with more confidence. Deliver anytime access to customized, accurate and compliant sales presentations for all lines of business from one sales illustration system. With ForeSight your sales force can quickly run, compare and illustrate life, annuity, disability, long-term care, critical illness and structured settlement solutions to solve their clients’ insurance and retirement goals. -
24
Brisc AI
Brisc AI
Brisc is an advanced agentic AI insurance software designed to improve productivity, simplify workflows, and support better decisions for insurance teams by automating complex operational tasks within carriers, managing general agents (MGAs), reinsurers, and brokers. Its suite of specialized AI agents acts as digital workers that autonomously execute tasks like reconciling bordereaux with bank statements, extracting and validating submissions and claims data, and triaging submissions based on underwriting criteria while working within existing business rules and workflows. Brisc’s natural language AI interface and command center, Brisc Insights, let users ask questions, access insights instantly, and interact with agents to refine workflows, generate reports, and automate repetitive processes. Built on a secure AI backbone that centralizes data, retains context, and continuously learns, the platform uses specialized tools to read, understand, and act on complex insurance documents. -
25
GloveBox
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 -
26
Gaya Ai
Gaya Ai
Instead of the tedious task of copying and pasting information from one carrier to another, with Gaya you can capture all of the necessary details in one go and then quickly autofill carrier portals. Gaya gives back the time you need to build rapport and trust with your client by taking over tedious data entry work. Gaya's AI-powered technology scans and extracts data from carrier portals, or Agency Management Systems (AMS). It can also extract information from physical documents including carriers' declaration (dec) pages and record forms. You can even take screenshots and Gaya will intelligently recognize and capture relevant information. Gaya seamlessly pastes this information automatically filling carrier portals and other insurance web systems. Whether the form contains an input field, a checkbox, a radio button, or a drop-down, Gaya’s AI will deal with it. -
27
Sureify Lifetime
Sureify
Lifetime: acquire, service, and engage with one platform. Lifetime solves some of the biggest problems faced by life and annuity carriers today. This accelerated underwriting eApp product drives direct-to-consumer, call center, and advisor sales. With LifetimeAcquire, configuring questions, flows, and UI elements is simple and non-technical so that you can continually drive sales across all your channels. LifetimeService provides comprehensive digital self-servicing for your customers. It empowers customers to securely manage everything from payments to beneficiary updates. No more faxes or mailers. LifetimeEngage fosters a lifelong relationship between you and your policyholders, driving brand loyalty, increased persistency, health and wellness initiatives, purchasing decisions, financial education, and more. -
28
LIDP Titanium
LIDP
Titanium is a next generation, comprehensive, client - oriented, new business policy admin system driving digital change, built for ease of implementation, all while minimizing risk. Offering life insurance carriers access to 1000's of configurable products out of the box. Launch individual, group, fixed, variable, traditional and non-traditional life, health, and annuity products in weeks. Titanium is a true end-to-end platform with over 42 years of success. LIDP has a 100% success rate in implementation and conversion projects. The company is privately held allowing for the focus to be strictly on the customer and building the best solutions for their needs while taking advantage of the most modern technology available. Thus futureproofing carriers core solution for years to come. -
29
Strada
Strada
Strada is the AI phone agent purpose-built for insurance teams. Carriers, MGAs, and brokers use Strada to scale thousands of inbound and outbound calls (from renewals and claims to quote intake, FNOL, and policy servicing) without adding headcount. Customers get 24/7 service with zero hold time, while your team focuses on closing business and building relationships. What Strada does best: - Handles renewals, FNOL, claims, and policy servicing automatically - Provides 24/7 availability with no hold time - Scales to thousands of calls instantly - Frees up agents to focus on sales and service Strada is a complete insurance automation platform. By removing call bottlenecks and eliminating post-call busywork, it drives retention, accelerates claims, prevents policy lapses, and ensures customers are served faster and smarter. -
30
Employee Navigator
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. -
31
Agentero
Agentero
Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape. Predictive pipeline converts existing data into actionable insights. You get a data-fueled pipeline that proactively surfaces cross-sells, up-sells, and other opportunities - at the right moments, so you know exactly how to use your time. Smart workflows let you work more efficiently. You get a powerful layer of client interaction tools to streamline communication, automate mundane tasks, and cut down on busy work.Starting Price: $99 per month -
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
EvolutionIQ
EvolutionIQ
Our solutions drive lower loss costs, lower expenses, and higher customer satisfaction, and are proven at tier 1 carriers. EvolutionIQ enables the future of claim handling for complex lines of coverage, a deep partnership between skilled professional adjusters, and a highly specialized predictive guidance system. Equipped with clear prioritization, pro-active claim alerts, and rich context, empowered adjusters reduce losses and expenses while delivering an enhanced claimant experience. Reduce unwanted variability in the claims pipeline with a consistent, scalable claim guidance system. With the more efficient allocation of adjuster resources & fewer wasted claim reviews. With targeted claim investigations, litigation avoidance, and timely claim settlement. Our claims AI acquires and harnesses data to deliver the tactical guidance your team needs. EvolutionIQ combines structured and unstructured carrier data with our proprietary third-party data. -
34
Vymo
Vymo
Capture rich contextual data from sales activities automatically, so your teams can focus on customer interactions. Learn from the best performers in your own organization and abstract best behaviors to coach the rest. Predict ‘next best actions’ in the moment so your sales people can get management support to close more deals. Vymo is a team of people who are passionate about transforming the global sales engagement landscape. What our founders set out to build in 2013, has grown into the fastest-growing sales engagement platform in the world! And our zeal has multiplied 200 times, because we’re now 400+ and growing. We’re a diverse mix; strategists, ideators, enablers, hustlers – and we’re here to win together. Vymo is a sales engagement platform for global enterprises. We help drive revenue outcomes for our customers by capturing rich contextual data and generating intelligent, actionable insights for salespersons to close more opportunities and managers.Starting Price: $10 per month -
35
CLARA Analytics
CLARA Analytics
CLARA Analytics brings AI to claims management with CLARAty.ai, the top-rated casualty Claims Intelligence Platform. Designed for risk professionals, CLARAty.ai incorporates Document Intelligence and Claims Guidance, ensuring a smarter, more efficient claims process. The platform also features an AI-driven Claims Management assistant that supports adjusters at carriers, MGA/MGUs, reinsurers, and self-insured organizations. By leveraging the power of AI and machine learning, CLARAty.ai helps reduce loss costs and operational expenses while streamlining claims handling and decision-making. -
36
BrokerEdge
Damco Solutions
BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to automate and simplify day-to-day workflows like customer database maintenance, lead tracking, policy updating, and more. Apart from modules for automated marketing, lead management, commission tracking, and policy administration, the leading insurance broker software also boasts a cutting-edge customer service portal and mobile application to offer unmatched scalability and flexibility. The capabilities offered by BrokerEdge will not just drive the bottom line but also remove bottlenecks and ensure seamless workflows. -
37
Vertafore AIM
Vertafore
Specialized and hard-to-write risks are the foundation of any MGA, MGU, or wholesale broker’s business. Designed specifically for Managing General Agents and Managing General Underwriters, AIM centralizes your underwriting, accounting, and claims operations for a more efficient and profitable insurance business. AIM brings an intuitive solution to unique processes and transactions, functionality that eliminates duplicate data entry, real-time reporting capabilities, and integrations with industry partners. Spend less time on operations with the ability to clear, quote, bind, and invoice from a single system. Verify that invoicing, taxes, and fees are correct—so you know what commissions to expect. Simplify operations with the ability to create, track, and pay claims while monitoring for fraud. -
38
Proformex
Proformex
User-friendly technology that helps you simplify post-sale servicing. A single, secure system of record and reporting for your life insurance and annuities data. -
39
PolicyFlow
PolicyFlow
Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.Starting Price: $70 per user per month -
40
Cluda
Cluda
Cluda is an AI-powered insurance policy analysis, comparison, and renewal automation platform designed to help brokers and insurance professionals streamline their back-office workflows by eliminating manual checks, reducing errors, and speeding up key tasks. It uses intelligent document ingestion to upload and standardize complex policy documents in formats like PDF and Word, automatically extracts key data and clauses using advanced OCR and AI, and generates clear side-by-side policy comparisons that highlight differences in coverage, exclusions, and terms with direct links back to the source documents for verification, reducing the risk of missed changes and compliance issues. Cluda also maps extracted and compared data into branded renewal reports using firm-specific templates, saving hours of manual reporting and enhancing client communications, and it supports an AI-driven assistant for coverage queries and policy insights. -
41
ASPIRE Health
Artivatic.ai
A Shared & Automated Employee Benefits Placement Platform : ASPIRE HEALTH AI & Data Analytics focused first Employee Benefit & Group Health System (EBHS) - ASPIRE HEALT, a new category of enterprise software for brokers and carriers, to do just that. A EBHS enables brokers and carriers to manage the entire placement process in one shared system. To be successful, a BPS must have three core features: Purpose-built. There’s so much nuance in our industry. This is especially true in the mid-to-large market, where custom underwriting is required on every client. An effective EBHS accounts for the specific workflows and dynamic relationships across stakeholders—brokers, carriers, third-parties, and the client. Supports the entire placement process. Whether collecting a renewal or marketing for new business, a EBHS addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation.Starting Price: $3000 per month -
42
BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
43
BimaGrow
BimaGrow
BimaGrow is a complete business growth platform designed for insurance advisors. From managing client data, policies, and renewals to tracking commissions and generating business insights, BimaGrow makes everything simple and organized. With powerful features like Lead Management, Policy Management, Renewal Reminders, Commission Tracking, Ledger, Business Reports, and AI-powered tools, advisors can focus more on sales and service rather than paperwork. BimaGrow also offers a lifetime free advisor website, unlimited editing, marketing posters, and vehicle/policy search to make your work smarter. You can even manage family groups, upsell or cross-sell policies, and unlock additional income opportunities through tie-ups. Whether you’re an independent advisor or running an agency, BimaGrow helps you save time, increase efficiency, and grow your insurance business with confidence.Starting Price: ₹2,999/year -
44
Infosys HELIX
Infosys
Driving AI - first as a business strategy for payers, providers and PBMs with products and platforms which are built on AI and runs on cloud. A “healthcare digital platform” is the integration of applications and emerging technologies to provide a tailored healthcare solution that drives business outcomes—a significant modern and accelerated approach to disintermediate legacy core administration processing systems (CAPS). To better understand the role of digital platforms and emerging technologies in achieving business objectives, the impact of digital platforms on healthcare payer KPIs, and the relative attractiveness of healthcare platforms, Infosys, in partnership with HFS, reached out to 100 C-suite healthcare payer executives in US. -
45
Zywave CPQ
Zywave
The Industry’s only complete, integrated solution that will transform your quoting and renewal process. Simplify complex and time-consuming processes to unlock the full growth potential of your agency. Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience. Zywave CPQ - Benefits leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals. Simply put, using Zywave CPQ - Benefits allows you to sell and service better than ever – ultimately fueling growth. -
46
InsurancePlus Software Series
United Systems and Software
USSI is proud to present its entire line of professional insurance software solutions designed and developed as an all-encompassing turnkey administration offering. USSI's comprehensive software solutions ensure that your insurance company is operating at the highest level in an ever changing and competitive marketplace. USSI's InsurancePlus Individual Life and Health Administration software solution manages books of business for traditional and non-traditional Life and Health insurance companies. Product lines supported include Whole and Term Life, Interest Sensitive, Final Expense, Annuities, Supplemental Health, etc. USSI's InsurancePlus Group Life and Health Administration software solution manages books of business for Group Health insurance companies, Self-Insured Funds, and TPA's. Supported plan offerings include Point of Service, Major Medical, Term Life, High Deductible, Traditional Indemnity, etc. -
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Benelinx
Benelinx
Benelinx is a cloud-based agency management platform designed specifically for employee benefits insurance brokers to manage sales, client relationships, and policy operations in a unified digital system. Built on the Salesforce platform, it combines CRM capabilities, workflow automation, and insurance-specific data management into a single environment that supports the entire lifecycle of employee benefits services—from prospecting and quoting to policy management and renewal. It replaces fragmented tools and manual processes with integrated workflows that streamline agency operations, eliminate duplicate data entry, and centralize information across teams. Benelinx includes an integrated quoting engine, a customizable market plan library, and an automated document generator that allows brokers to move from quote to proposal and finalized sale much faster than traditional manual processes. -
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General Magic
General Magic
General Magic is an AI messaging platform purpose-built for the insurance industry, enabling companies to automate customer workflows directly through SMS and messaging channels. It deploys customer-facing AI agents that can handle quoting, renewals, policy changes, and claims updates in real time, allowing insurers to complete operational tasks within simple text conversations instead of calls or portals. It integrates directly with policy, quote, claims, and CRM systems through APIs so conversations are grounded in live insurance data and automatically update records as workflows progress. It monitors every customer interaction and scores users on intent, frustration, and churn risk, giving teams visibility into where intervention is needed. Its core product, Cell, is designed to translate customer messages into actions across core insurance systems, asking for missing information and following up automatically. -
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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. -
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Integrated Insurance Brokerage System (IIBS)
Asian Business Solutions
A comprehensive intelligent technology and system solution unparalleled in its class to back insurance and re-insurance brokerage operations. The Integrated Insurance Brokerage System combines ease of use with rich and practical software features powered by Oracle Technology. It is the solution-of-choice of insurance and reinsurance brokers to deliver quick insurance coverage, renewal, collections, remittance, claims processing and online financial reports. The IIBS provides an efficient single point of data entry while allowing secured access to information by multiple authorized users across the Local/Wide Area Network and/or the Internet Asian Business Solutions, Inc. has drawn on its years of experience in information technology and insurance brokerage to architect this enabling business engine to keep you ahead of competition. The IIBS delivers enduring value to empower your enterprise.
