Best Online Insurance Policy Software

In an always-connected world, many businesses prefer insurance policy software solutions that require no local installation. Below, you’ll find top online insurance policy software platforms—often referred to as cloud-based or web-based—offering easy subscription models, automatic updates, and seamless remote access. Explore these recommended tools to streamline workflows, enhance collaboration, and keep your team productive from anywhere.
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Last Updated: September 18, 2025

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174 Software

Popular Picks in Insurance Policy Software

AgencyBloc AMS+

AgencyBloc AMS+

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AgencySmart

AgencySmart

$49 Per user

BindHQ

BindHQ

$300 Per user

BriteCore

BriteCore

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List of Top Web-Based Insurance Policy Software

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Andesa Policy Administration is a powerful insurance policy software designed to streamline policy management for insurance providers. This platform offers a comprehensive suite of tools that facilitate the entire policy lifecycle, from issuance and underwriting to servicing and renewal. With Andesa, insurers can automate policy creation and documentation, reducing manual processes and improving e... Read more about Andesa Policy Administration

Free Trial

NA

Pricing Type

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Location

United States

QuickSolver is an insurance policy software designed to simplify the policy management process for insurers. It offers features like policy creation, renewal tracking, claims management, and premium calculation. The software ensures compliance with industry regulations and helps reduce errors by automating various aspects of the policy lifecycle. QuickSolver’s intuitive interface allows agents a... Read more about QuickSolver

Free Trial

NA

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Location

United States

NowCerts is a specialized insurance agency software designed to streamline the management of insurance policies and client relationships. This platform provides comprehensive tools for managing policy renewals, claims processing, and client communications. With its intuitive interface, agents can easily track client interactions, generate quotes, and manage policy documentation. NowCerts includes ... Read more about NowCerts

Free Trial

Available

Pricing Type

$99 Per month

Location

United States

MFX Services Suite is a specialized insurance policy software designed to streamline the management of insurance operations. The platform provides comprehensive tools for policy administration, claims processing, and customer relationship management, allowing insurance companies to operate efficiently. With MFX Services Suite, users can automate routine tasks, such as policy renewals and claims tr... Read more about MFX Services suite

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NA

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Location

United States

PremiumPay is an advanced payment processing software designed to help organizations manage transactions and enhance financial operations efficiently. This comprehensive platform offers a suite of tools that facilitate payment processing, invoicing, reconciliation, and reporting, ensuring that businesses can maintain control over their financial transactions. PremiumPay’s user-friendly interface... Read more about PremiumPay

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NA

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Location

United States

White Label is a versatile insurance policy software solution designed to cater to the diverse needs of insurance providers. This platform offers a comprehensive suite of tools for policy management, claims processing, and customer relationship management, all while enabling businesses to maintain their brand identity. With its customizable features, White Label allows insurers to create tailored ... Read more about White Label

Free Trial

NA

Pricing Type

$1 Per one-time

Location

Poland

The Policy Tracking System is a specialized insurance policy software that helps insurance agents efficiently manage and track policies. This user-friendly platform offers features for monitoring renewals, managing claims, and maintaining client communications, all designed to enhance operational efficiency. With the Policy Tracking System, agents can easily access client information, track policy... Read more about Policy Tracking System

Free Trial

NA

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Location

United States

SimpleINSPIRE is an innovative insurance rating software designed to simplify the quoting process for insurance agents. This platform provides tools for generating accurate quotes, managing client data, and enhancing communication with customers. With features like automated rating calculations, customizable templates, and instant quote comparisons, SimpleINSPIRE helps agents streamline their work... Read more about SimpleINSPIRE

Free Trial

Available

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Location

United States

PCRS (Product Complaint Resolution System) is a warranty management software that helps businesses manage product warranties and resolve customer complaints efficiently. It offers tools for tracking warranty claims, processing returns, and managing repair or replacement workflows. PCRS automates the entire warranty process, from claim submission to final resolution, ensuring faster turnaround time... Read more about PCRS

Free Trial

Available

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Location

United States

Powerful Insurance Agency Management System

Jenesis Software is a comprehensive insurance agency software designed to streamline operations for insurance agencies. This robust platform provides tools for managing client relationships, processing claims, and automating workflows. With features such as customizable dashboards, lead tracking, and detailed reporting, Jenesis enhances productivity and collaboration among team members. The softwa... Read more about Jenesis Software

Free Trial

NA

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Location

United States

tigerlab is a comprehensive insurance agency software designed to streamline and enhance the operations of insurance brokers and agents. This robust platform offers a wide range of features, including client management, policy administration, claims processing, and reporting, ensuring efficient and effective service delivery. tigerlab provides an intuitive interface for managing client information... Read more about tigerlab

Free Trial

Available

Pricing Type

Contact Vendor

Location

Malaysia

Segfy is an intuitive insurance policy management software designed to streamline the entire lifecycle of insurance policies, from quotation to issuance and renewal. The platform is ideal for insurance brokers, agents, and companies who need to manage policies across multiple lines of insurance, such as life, health, auto, and property. Segfy allows users to create customized policies based on cli... Read more about Segfy

Free Trial

Available

Pricing Type

$119 Per user

Location

Brazil

Agency Advantage is an all-in-one insurance agency management software designed to streamline operations and improve efficiency for insurance agents and brokers. This platform helps agencies manage customer information, policy details, claims, and billing in a single, unified system. Agency Advantage integrates with popular insurance carriers and third-party providers, allowing users to quickly ac... Read more about Agency Advantage

Free Trial

NA

Pricing Type

$99 Per month

Location

United States

InsurIQ - PAS is an insurance policy administration software that streamlines policy creation, management, and renewal processes for insurance providers. With InsurIQ - PAS, users can generate policy documents, track coverage details, and manage claims efficiently. The software includes tools for calculating premiums, processing renewals, and handling endorsements, supporting comprehensive policy ... Read more about InsurIQ - PAS

Free Trial

NA

Pricing Type

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Location

United States

Expiration and Renewal Tracking Software

Expiration Reminder is an excellent software solution designed to help you stay organized and compliant by tracking important dates and deadlines effortlessly. It excels in managing various types of expirations, such as contracts, licenses, and certifications, ensuring you never miss a crucial date. What sets Expiration Reminder apart is its automated notification system, sending timely reminders ... Read more about Expiration Reminder

Free Trial

14 Days

Pricing Type

$490 Per year

Location

Canada

The Solartis Platform is an innovative insurance agency software designed to streamline operations and enhance productivity for insurance professionals. This comprehensive platform provides tools for policy management, claims processing, and customer relationship management (CRM), ensuring that agencies can operate efficiently. With its user-friendly interface, Solartis enables agents to manage th... Read more about Solartis Platform

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

HIGHLY CONFIGURABLE BUSINESS MANAGEMENT SOFTWARE

Figtree General Insurance Claims is a specialized insurance agency software designed to streamline the claims management process for general insurance companies. The platform offers an intuitive interface that enables users to easily create, track, and manage insurance claims from submission to resolution. Figtree General Insurance Claims integrates with policy management systems, ensuring that cl... Read more about Figtree General Insurance Claims

Free Trial

NA

Pricing Type

Contact Vendor

Location

Australia

A Powerful All-In-One Platform Built For Insurance Teams

AgentCubed is an innovative software solution designed specifically for insurance agents and agencies. It stands out with its all-in-one functionality, blending CRM, lead management, and policy enrollment into a single, streamlined platform. The software excels in lead tracking and distribution, ensuring agents can capture and follow up on leads efficiently. Its CRM capabilities are robust, enabli... Read more about AgentCubed

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

InsPro Enterprise Platform is a powerful insurance agency software that streamlines policy administration and customer management for insurance agencies. It offers a range of features, including policy issuance, claims processing, and billing, all within a single platform. The software’s automation capabilities reduce manual effort and improve accuracy in handling transactions. InsPro also inclu... Read more about InsPro Enterprise Platform

Free Trial

NA

Pricing Type

$200000 Per user

Location

United States

Surefyre is an advanced insurance policy software designed to streamline policy management for insurance professionals. This platform provides a comprehensive suite of tools for policy creation, tracking, and renewal, enabling organizations to enhance efficiency and reduce errors. With Surefyre, users can easily create customized policies, automate compliance checks, and manage claims processing, ... Read more about Surefyre

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

ISI Enterprise is a comprehensive insurance agency software designed to optimize the day-to-day operations of insurance firms. It provides a wide range of features such as policy management, claims processing, billing, and customer relationship management (CRM). ISI Enterprise offers seamless integration with various insurance carriers, allowing agents to manage multiple products and services effi... Read more about ISI Enterprise

Free Trial

NA

Pricing Type

Contact Vendor

Location

Canada

MediClaims is an efficient claims processing software designed to streamline the healthcare billing and claims management process. It helps healthcare providers submit, track, and manage insurance claims electronically, reducing paperwork and improving accuracy. The software automates claim submissions and supports multiple insurance carriers, ensuring faster payment processing. With real-time cla... Read more about MediClaims

Free Trial

Available

Pricing Type

$1 Per feautre

Location

United States

NavRisk is a cutting-edge risk management software designed to help organizations identify, assess, and mitigate risks effectively. This comprehensive solution offers tools for risk analysis, reporting, and compliance tracking, ensuring that businesses can manage their risk exposure proactively. NavRisk provides customizable dashboards and reports, allowing stakeholders to monitor key risk indicat... Read more about NavRisk

Free Trial

NA

Pricing Type

$40000 Per user

Location

United States

C2MS (Comprehensive Management Software) is an innovative insurance agency software designed to enhance the efficiency of insurance professionals. This platform offers a complete suite of tools for policy management, claims processing, and client communication, streamlining day-to-day operations. Users can track policies and claims in real time, ensuring timely updates and efficient service delive... Read more about C2MS

Free Trial

Available

Pricing Type

$500 Per month

Location

United Kingdom

Refresh is an employee recognition software that enables organizations to celebrate and reward employee achievements effectively. With Refresh, managers can create recognition programs, send personalized messages, and reward employees with points or incentives, boosting morale and engagement. The platform’s peer-to-peer recognition feature encourages a positive work culture by allowing employees... Read more about Refresh

Free Trial

Available

Pricing Type

$1.5 Per user

Location

United States

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