Best Insurance Agency Software with a Free Trial of 2024

tigerlab isn't just any insurance software provider. We're a leading force in the global market, empowering customers worldwide to deploy and adapt applications with ease. With over a decade of experience, we're passionate about delivering breakthrough results and enhanced business value for our clients. We offer a configurable, API-driven, and intuitive insurance software solution designed to help you deliver a superior end-to-end digital experience – no matter where your customers are. Discover why our insurance platform is the perfect choice for a seamless digital insurance journey. Click the demo button and see it in action!

InsuredHQ has developed an insurance infrastructure platform that optimizes the management of policy management, tasks, claims, invoicing, documents, quotes accounting, and reports. It gives you complete visibility into what’s happening in your insurance organization, all in one place, and is quickly tailored to the processes you already have established. We work with our customers to automate the administration of all of their insurance needs and in a way that is suited to the needs of their customers. InsuredHQ is a platform designed to fit your requirements and grow your business. Whether it’s adding more insurance products, extending to other markets, or expanding to new countries, InsuredHQ helps take advantage of every insurance opportunity.

AUSIS (Full-stack Behavioral underwriting) AUSIS allows insurance companies to offer in-depth underwriting, scoring and decisions in real time. AUSIS reduces cost, time, risk, fraud, and increases efficiency, decision power, alternative score, and more. AUSIS increases STP from NSTP. It also allows non-invasive methods to aggregate health data from AQI and Location, Mortality and Social, Photo, Video and Health Devices. Weather, Sanitation, and more. AUSIS can reduce the policy issuance cost by up to 40%

CRM for insurance agencies. Never lose a lead or client again due to misplaced information or a hard drive crash, corrupted spreadsheet, or a tipped-over file cabinet. Radius makes it easy to organize and manage all your leads and clients. Radius is an all-in-one solution for your Agency. Radius is the best email marketing software for your Agency. Radius can send autoresponders, drip marketing, mass emails, and SMS/Text messages. Each Radius Lead and Client has their own history, tasks, reminders, notes, information, file storage, and information. Radius Dropbox also helps you stay organized by automatically importing your emails. Integrate Radius into your business. You can define custom form fields, lead temperatures, client status, and many other things. Integrate Radius with your website or third-party app, such as a quote engine, lead vendor, or third-party app.

Damco's InsureEdge Insurance Software is an all-in one software designed to help insurance companies gain maximum value from its extensive modules. This highly configurable and customizable software features the best insurance processing functions in the industry. InsureEdge is suitable for multiple insurance lines and can efficiently and effectively manage and streamline workflows to increase profitability, performance, and accuracy. It supports a variety daily operations via back office automation and other modules such as customer relationship management, policy administration and claims processing. InsureEdge, an insurance software that is flexible and scalable, is the key to future-proofing your business.

TechCanary is a leading technology company that provides cutting-edge software solutions to brokerages, insurance agencies, agents, and other businesses. TechCanary's core product is the Canary AMS. This cloud-based, analytics-driven agency management system (AMS), maximizes agent productivity while improving customer service. This insurance solution is 100% built in Salesforce and helps agencies and brokerages manage their policies and fulfill all their service and sales needs.

AgencyBloc is a management platform for life and health insurance agencies that helps them grow and secure their business. It includes sales enablement, quoting, client and policy management, commissions processing, and more. AgencyBloc is your life and health insurance agency. It has all the features you need to manage your agency, communicate with prospects and clients, and grow your business from any location.

NextAgency is an agent management system that includes CRM and commission management tools. It can be used by life, senior, and health insurance agencies. NextAgency helps you save time, money, and clients. * Increase sales with powerful CRM tools to track prospects, from lead to sale * Focus your team by sharing notes and tasks that are compatible with your calendar. * Improve customer service through our workflows and customer services reports * Maintain commitments by using follow-up tools such as personal to-do lists that you can share with your entire team Our online agency library allows you to access the forms and files whenever and wherever you need them. * Automatically assign your email addresses to your prospects or clients. * Track your commissions and get reports to show you what you have earned NextAgency is simple to use and easy to customize. Get a free trial.

AgencyZoom's sales platform makes it easy for you to put your producers on a rocket ship. To keep your customers coming back to you insurance agency, stand out from the rest. A dashboard that displays who is reaching goals and who is holding you back. It's as easy as clicking and dragging! Smart automation to increase your insurance sales. Automate the customer journey, from prospecting to renewals and beyond. Know exactly what your insurance producers and you need to do today, this month and next year. You'll see your agency's Google Reviews grow month by month.

A management system for agencies that the entire team can use. One system that the entire team can use, from sales management to agency CRM through workflow automation to online enrollment. Gen4's sales system was specifically designed for insurance brokers. It includes all the fields and processes you need to grow your agency. The management of an insurance pipeline is different from other industries. You can view your insurance agency's pipeline by stage, closing date, and renewal date. You can log sales calls, take notes during meetings, record follow-ups, and even dictate notes to your tablet or phone. Your sales system is everywhere you go. You can access your sales notes from your smart phone while you're at client meetings or look over your pipeline at lunch with your tablet.

Our cloud-based insurance software provides greater accessibility to data, allowing you to react faster to client needs. With over 8000 insurance software features designed to simplify, streamline, and automate administrative processes, you are guaranteed to thrive and grow in the changing insurance landscape.

Rocket Referrals allows your clients to stay longer, spend more, and refer friends. There are no setup fees or contracts. Find happy clients and those who are most likely to leave. Save those relationships by being notified when clients are unhappy. With NPS, you can collect feedback from clients to track their sentiment. Our AI will categorize client feedback and help you improve. Automate what and when you send your clients. You have full control over what you send to your clients and when. Create custom communications and e mail campaigns quickly. Cross-sell insurance using ready-to-go templates and automations. Send handwritten cards just like grandma. Rocket Connect allows you to stay connected in a new way. You can text your clients quickly, TCPA ready. You can quickly respond to prospects and clients via web chat.

QQCatalyst provides tools for managing your agency's operational, marketing, sales, and pipeline management. It allows agencies to build customer relationships and manage their business effectively, so they can concentrate on growing their business. You can identify new business, expand your existing accounts, and manage prospect sales cycles strategically. Built-in tools to create campaigns that better serve your existing customers, cross-sell or acquire new customers. You can track the activity of your employees within the system. This allows you to identify leaders and gain insight into how to improve productivity.

Mobinsure Software Pvt Ltd, an Insurance domain-specific software company, focuses on developing world-class software products for Insurance Intermediaries using SAAS or Cloud models. These applications include Premium Calculator, Premium Quotes, Partner or Channel Management and Lead Management. Policy Management, Renewal, Meeting Reminders, Birthday, Festival and MIS Reporting are some of the features. It's an end-to-end Insurance CRM for all intermediaries.

Automate your insurance marketing and lead management to maximize the power of automation. Top producers don’t have more time than you do, they just have a better way of using them. Insureio offers a systematized, automated selling approach that results in more sales, less paperwork and happier clients. Track leads, events and tasks. Forecasting for sales and productivity is possible with opportunities posted to your dashboard. Pre-built reports are also available for instant analytics. Minimize non-revenue-generating activities. Drop-ticket app fulfillment provides proactive case management, approval automation and e-Policy delivery. Automate marketing, lead generation and sales functions. With a single click, you can implement lead nurture campaigns and status driven follow-ups. Our easy-to-use app allows you to quote over 40 major carriers for term, permanent, LTC, disability, annuities, and more.

NowCerts, a cloud-based agency management system (AMS), is secure, intelligent, intuitive, and intuitive. It features self-serve certificates and commissions tracking. It also automates the updating of policy information from carrier database. NowCerts is hosted in a secure server environment and includes a variety of artificial intelligence features to increase Agency IQ. Other key features include ACORD Forms, task manager and invoices and receipts. Email synchronization, loss runs and endorsements are also available. Permissions and reminders are also included.

AgentCubed, a cloud-based software that simplifies the complicated, was founded on the principle of simplifying the overwhelm. It is popular among organizations who need a simple but robust solution to the most important questions in the insurance industry. The company's customized solution combines a three-in-1 solution that combines Lead Management & Distribution with Agency & Policy Management and Customer Relationship Management. This reduces the need to integrate third-party software that does not communicate or automate properly, thereby allowing agents to take customers from A to Z. AgentCubed is an easy-to-use online dashboard that allows agents to manage leads by opportunity status, date or disposition. The built-in calculator makes it easy for both prospect and agent to complete the quotation process. Maximizing efficiency in your business and increasing client retention, compliance, and agent productivity.

eHealthApp allows brokers and consultants to stand out by efficiently collecting health information. The broker can use the collected information to obtain health underwritten quotations and allow the broker to analyze it to determine the best fit for their group clients. TPA's, GA and Carriers can sponsor eHealthApp brokers in a way that does not hurt the competition, increases underwriting accuracy and makes products more widely accessible. Contact us today to request a demo and learn more about eHealthApp.

AgencyHR takes the hassle out of managing your staff so you can concentrate on growing your business. 72% of agency owners wish they had better records for terminating employees. AgencyHR will make it easy for you to be one of them. Broadcast agency messages to your employees and receive confirmation when they have been viewed. Maintain meticulous employee records, without having to do anything. All employee data are automatically stored in one location.

Our system was developed using top security methods such as encrypted databases, extensive testing, EVSSL certificate, and secure hosted servers with Azure Platform. This allows us to maximize the availability of our clients through auto-scaling. We are HIPAA compliant. We keep a log of every action and monitor any database anomalies. We specialize in building systems for insurance organizations that provide all the tools they need to increase awareness through Integrated-Rating and Billing, SMS, Emails. Calls automation and scheduling.

Brokercore is a unique tool that improves the experience of commercial brokers, MGAs and policyholders. You can get support for your operations, manage your costs, and give your customers a more convenient digital experience. You can automate more policies and collect more client data without having to hire more staff. All your policy workflows can be managed from one place. Customers will have a better experience than a bunch of different software. Transparent customer interactions and automated processes will help you avoid costly mistakes. Are you fed up with the inflexible technology that holds your hand? Brokercore is a company with a great goal: to create software that you enjoy using and that can adapt to the ever-changing insurance landscape.

SEI CRM makes it easy for you to add and modify client data. Client relations history, authomatic birthday greetings, reminder of important events - don't let your clients forget you and join another company. Customer loyalty is the most valuable asset in the insurance industry.

SIbro software for insurance brokers helps you organize and track each stage of a policy, from prospect management and renewal follow-ups to preparing RFQs, comparing quotes, collecting payments, delivering the policies to clients in order, endorsements and more. Sibro's insurance claim management module automates and simplifies your in-house claims process. Sibro provides the necessary documents for a claim. It can retrieve real-time claim updates via TPA Integration. They can help you in ways that you never imagined. Sibro's accounting module corrects errors and ensures that insurance brokers receive their due receivables. It allows you to track each receivable invoice, and their reconciliation. It also reveals cases where we have missed receiving brokerage. Sibro simplifies your IRDAI Compliance process.

Agents Ally is an insurance agent-specific productivity tool. Agents Ally is a powerful productivity tool that combines industry-leading capabilities such as SMPs, integrated calling sessions, and List Imports. This tool adds incredible new features and increases automation to optimize your sales and marketing efforts. The key metric dashboard provides quick links to actionable information and allows you to see the most important information at a glance. Rankings and weights assign scoring to scheduled tasks, ensuring that the best opportunity is always available for action. Streamline the execution of calls and campaigns, allowing for more time for deeper conversations and relationship-building. Create personalized, responsive and real-time marketing experiences that adapt to the needs and preferences of each customer. Even when you are not at work, you can stay connected and productive. Sequential Marketing Programs deliver targeted, multi-channel messages in specific order over a designated period.

You can bring new and existing products to market via various sales channels, including self-service portals or mobile apps, broker networks, broker websites, aggregator sites, White Label schemes, direct to market, and broker networks. You can use powerful CRM tools to manage consumers, agents and brokers. Automate renewal invitations, offer web logins and self service facilities. Assign account managers and manage accounts. Integrate seamlessly with top aggregators via C2MS APIs or surface rating engine services that provide real-time quotes. Connected to MoneySuperMarket and GoCompare, Compare the Market and Confused.com. Powerful GUI tools allow you to create and configure Products using data modeling, validation logic, mapping for web services, and reporting.