Best Insurance Agency Software for Mac of 2025

Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. 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. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

BrokerEdge from Damco is an end-to-end, full-fledged software for insurance brokers. It allows brokers of all insurance lines to unlock the potential of automation, connectivity, and other tools. BrokerEdge is designed to benefit customers, brokers, as well as insurance agencies. Brokers can use the centralized platform for automating and simplifying day-to-day workflows such as customer database maintenance, lead tracking and policy updating. The leading insurance broker software offers modules for automated marketing, lead management and commission tracking, as well as a mobile application and customer service portal that offer unparalleled flexibility and scalability. BrokerEdge's capabilities will not only drive your bottom line, but also eliminate bottlenecks and facilitate seamless workflows.

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.

By having Commission Tracker on your team, you'll experience the seamless streamlining of your commission process. This robust tool empowers you to effortlessly compensate agents, create reports, and accomplish so much more. Many agencies face initial challenges when it comes to commission tracking, often using inadequate tools that lead to overwhelming situations, making it difficult to generate essential reports. However, Commission Tracker has the potential to entirely transform this experience. Gain immediate access to your data from anywhere! No need for downloads, installations, updates, or backups ever! This is especially advantageous when multiple users require access from different locations while still sharing the same database.

Your agency providing meaningful value to policyholders is the key to strong retention. HawkSoft's Retention Alerts help you identify clients that need your attention so your staff can provide proactive service. Every interaction should be a "wow" experience. Do in 5 minutes what others agencies do in 25 minutes. Get more out of your existing clients and sales pipeline. HawkSoft's Lead Management categories help you see where your clients are in the sales funnel. Built-in cross-sell or upsell reports allow you to identify policyholders for whom you can offer additional services. To reach clients, you can use batch email, letters and text messages as well as scheduled communications. If data is difficult to access or hard to act upon, it is useless. Key indicators and vitals of agency. Monthly close ratio by producer. Policies per client. Commissions by carrier. Retention. Book of business reports. You can send batch emails from the report view because our reports are actionable.

Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These 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 and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots

Filing claims is a complex and crucial process. Because of its complexity and time-consuming nature, more than 60% of people don't file complex claims. Artivatic's dedicated claims platform allows insurance companies to facilitate digital claims journeys, self claims processing, automated risk assessment, fraud intelligence, claims payout, and self-claims processing. ALL YOUR CLAIMS NEEDS CAN BE MET IN ONE PLATFORM. End to End Claims Automation and Assessment Platform AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL ClAIMS ­ DEATH CLAIMS – FIRE CLAIMS SME CLAIMS — BUSINESS CLAIMS ­ COMMERCIALCLAIMS

ForeSight®, with its robust features, can be used to optimize distribution strategies and automate illustration sales processes for greater business agility, speed to market, and greater business efficiencies. ForeSight®, which is available to carriers, provides advanced features such as robust rules, pre-built tools and system customization to quickly promote products for distribution. Your sales team will be able to deliver products and solutions quicker and more confidently with a dynamic and guided illustration process. Access to customized, accurate, and compliant sales presentations for all business lines from one sales illustration system. ForeSight allows your sales team to quickly compare, illustrate, and illustrate life, annuity and disability. This will help them solve their clients' retirement and insurance goals.

FirstGen is NTT DATA's solution to the challenges facing P&C insurance companies. FirstGen is a web-based policy administration platform that covers all aspects of insurance operations, from the point of sale to the general ledger. FirstGen supports all types of P&C insurance to meet the needs of the insurance industry. FirstGen makes full use rules engines, tables, and parameters for product configurations including rating and authorization levels. Externalization of business rules allows for changes to be made quickly without any coding changes. FirstGen is flexible, scalable, and easy to deploy. FirstGen also supports multi-currency transactions and multi-lingual capabilities.

With its software and consulting services for insurance companies, msglife has been setting the standard in the market since 1980. Our expertise and professional knowhow are trusted by many customers around the globe. We have offices in Europe and USA, so we can offer both standard solutions for quick roll-outs as well as tailored services across all insurance industries. Our market knowledge is unrivalled and will give your company a competitive advantage. Our products and solutions have been successfully used in life insurance, retirement planning, as well as non-life, personal liability and health insurance. msg Life creates intelligent solutions and ideas that will help you succeed. We help our customers to overcome the challenges of digitalisation in a sustainable, reliable and unbiased manner. Our services range from custom consultancy and professional services to mature, standard software products and all-inclusive options.

It was designed to allow you maximum control over setting up new products and services, manage the system without IT help, and define business processes and procedures in real-time. Our enterprise-wide software solutions for insurance offer highly customized CRM functionality and off-the-shelf addons for Insurance & Brokerage. All processes are automated with workflows to ensure staff follow business procedures. All data and activities can be tracked and accessed from one source, making them easy to analyze. It is essential to keep track of each client and sales record as you work to convert leads into clients. It is important to capture and maintain client policy details, e.g. Agents can capture and maintain client policy details such as effective date, renewal rate and premium. This allows them to efficiently service clients and keep top of sales.

Special Agent, the complete software system for managing insurance agencies, will help you save time and money as well as increase your productivity and sales volume. Special Agent's intuitive and powerful features will allow you to better serve your customers and increase your revenue without draining your bank account. Chat Now or schedule a demo with us and you'll quickly see why Special Agent is a favorite among agents. Special Agent gives you the ability to access every client, carrier and policy form in your agency. Special Agent works just like you do, and all functions are designed to speed, accuracy, and efficiency. Special Agent works closely with your carriers to ensure seamless integration, avoid duplicate entry, provide the most up-to-date information, and keep you informed.

Differentiate yourself to attract and retain talent! Keep an eye on your compliance and stay on top of it! Your operational costs can be reduced significantly by ensuring compliance! Get leads, reward them, and scale up! Protect your business, reward clients and increase sales.