Insurance Agency Software
Running an insurance agency means juggling client files, policy details, commission tracking, and deadlines across email, spreadsheets, and filing cabinets. Insurance agency software brings all your clients and their policies into one searchable hub, so you stop hunting for documents when renewal time hits. You can track commissions and payouts automatically, manage leads and renewals from a calendar view, and pull reports on which book of business is performing without manual tallying. The real win is having instant visibility into client history and policy status when someone calls with a question, plus the ability to batch-process routine tasks like sending renewal notices instead of clicking through fifty individual emails. If you are after something more specific, have a look at our Claims Processing Software or Insurance Policy Software categories.
Benefitalign is a comprehensive cloud-based SAAS solution that enables Healthplans, Brokers, State governments and Exchanges - Private & State to adopt innovative business models for consumer-centric health plan and benefits administration. The solution empowers you to achieve… Learn more about Benefitalign.
BeneOffice Canada Inc. is a complete Employee Benefits Brokerage Office Technology platform to assist Small, Medium and Larger Brokers in Selling, Servicing and Renewing Employee Benefits Programs. InsurTech software that enhances the flow through of transactions and reduces… Learn more about BeneOffice Canada Inc..
Enhance the customer experience, eliminate the redundancy, end the frustration—Broker Buddha transforms the application and renewal process to make your agency far more efficient. And profitable. On a platform customized with your own agency branding, you can automate tasks… Learn more about Broker Buddha.
Brokercore provides web-based commercial insurance broker management software. We focus on key areas that really matter to brokers: - Reducing risk managing clients and certificates - Leveraging productivity tools you already know - Simplifying communication with your… Learn more about Brokercore.
COREFIN is a family of vertical and horizontal software solutions developed by the team of PIAS Business Solutions with the help of partners and Industry experts. Our add-ons are based on Microsoft Dynamics 365, a globally recognized CRM software and leading technology… Learn more about Corefin.
Coterie integrates insurance into tools and processes that businesses and operators already use, adding protection with just a click. Our API-based approach to commercial insurance uses data-driven automation, providing accurate coverage–without the hassle. Learn more about Coterie.
DealerPolicy is the most trusted and complete digital insurance marketplace for automotive retailers and their valued customers. The company’s innovative mobile technology enables car-buyers to view multiple insurance quotes and immediately connect with licensed insurance… Learn more about DealerPolicy.
Evolution Agency Management has the goal of bringing state of the art agency management systems to all casualty and property insurance agencies in the United States. Agents have the freedom to adjust the system to suit their needs. Our business model is based on a foundation of… Learn more about Evolution Agency Management.
Find the right market and get more deals done using EvoSure, a web platform that matches your commercial insurance opportunities with underwriter appetites. Our matching technology searches the appetites of thousands of underwriters at hundreds of carriers to determine who… Learn more about EvoSure.
INSLY is a MGA software for Managing General Agencies helping in policy administration, reporting and other business. INSLY is also used as an insurance software for brokers and insurance agents. Our insurance software has all features that an insurance broker or insurance… Learn more about Insly.