Last Updated: September 23, 2025
Applied Epic is a comprehensive insurance agency management software designed to streamline various business processes. Its user-friendly interface allows for easy navigation, making it accessible for all levels of users. Key features include centralized customer information, which improves client relationship management by providing a holistic view of client data. The software supports efficient ... Read more about Applied Epic
CaptaIMS is an Insurance Agency Software designed to streamline operations for insurance agencies. It provides a comprehensive set of features that cover client management, policy tracking, claims management, and billing. CaptaIMS simplifies the process of creating, updating, and tracking insurance policies, allowing agents to quickly access important client information. The software offers automa... Read more about CaptaIMS
ePayPolicy is a payment processing software designed to help businesses simplify and automate payment collections. The platform enables businesses to accept payments online, including credit card and ACH payments, making it easier for clients to pay invoices quickly and securely. ePayPolicy’s integration with accounting and billing systems ensures seamless synchronization of financial data and i... Read more about ePayPolicy
HawkSoft CMS is a comprehensive insurance agency management software designed to simplify the operations of insurance agencies. It offers a range of features, including policy management, claims tracking, and customer relationship management, all within a single platform. HawkSoft CMS automates routine tasks such as document generation, renewals, and invoicing, allowing agents to focus more on ser... Read more about HawkSoft CMS
HealthSherpa is a customer relationship management (CRM) software tailored for insurance agents and brokers, designed to help streamline the process of managing health insurance clients and leads. The platform enables users to track client interactions, manage policy details, and ensure timely follow-ups with ease. HealthSherpa offers integrated tools for managing applications, quotes, and claims,... Read more about HealthSherpa
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
NextAgency is an innovative insurance agency management software designed to empower brokers and agents. It offers a robust CRM system, centralizing client data and streamlining communication for better client relationships. The software excels in benefits and policy management, providing tools for efficient tracking and updating of client policies. NextAgency's unique feature is its NextBroker mo... Read more about NextAgency
ParaCode is an insurance policy software solution designed to help insurance companies manage the lifecycle of policies, claims, and underwriting processes more efficiently. This software enables insurance agents and companies to create, modify, and renew policies digitally, reducing paperwork and improving workflow efficiency. ParaCode integrates with other insurance management systems, ensuring ... Read more about ParaCode
QQCatalyst is a comprehensive insurance agency software designed to streamline operations and enhance customer service for insurance agencies. This platform provides tools for client management, policy tracking, and billing, ensuring that agencies can operate efficiently and provide exceptional service. With features like automated reminders, customizable reporting, and integrated communication to... Read more about QQCatalyst
SIRCON is a specialized insurance agency software designed to streamline agency management and enhance compliance for insurance professionals. This platform offers tools for managing agent licensing, tracking appointments, and facilitating continuing education effectively. With its user-friendly interface, SIRCON allows users to monitor licensing statuses, manage compliance requirements, and gener... Read more about SIRCON
Vertafore Agency Platform is a comprehensive insurance agency software that helps agencies streamline their operations and improve customer service. The platform integrates multiple core functions, including customer relationship management (CRM), policy management, claims processing, and billing. It enables insurance agents to manage customer information in a centralized system, allowing for quic... Read more about Vertafore Agency Platform
AgencyBloc AMS+ is a comprehensive insurance agency management software designed to help insurance agencies streamline their operations effectively. This platform provides tools for managing client relationships, tracking policies, and handling commissions efficiently. With features such as automated policy tracking, reporting capabilities, and customizable dashboards, AgencyBloc enhances visibili... Read more about AgencyBloc AMS+
Wellnex is a comprehensive Insurance Agency Software designed to streamline and optimize the operations of insurance agencies, brokers, and agents. This robust platform offers a wide range of features, including policy management, client relationship management (CRM), claims processing, and reporting, ensuring that all aspects of insurance operations are handled efficiently and accurately. Wellnex... Read more about Wellnex
Agency Matrix is a powerful insurance agency software that helps agencies streamline their operations, manage clients, and track policy renewals. The platform provides tools for managing leads, automating marketing campaigns, and handling claims processing. Agency Matrix's user-friendly interface enables agents to access client information, policy details, and documentation from a single dashboard... Read more about Agency Matrix
Agency Systems is a comprehensive insurance agency software designed to optimize operations for insurance agencies of all sizes. This platform offers tools for managing client information, processing claims, and tracking policy renewals, ensuring efficient operations and improved customer service. With features like automated reporting, document management, and compliance tracking, Agency Systems ... Read more about Agency Systems
Yes! Depending on the product, you may find:
These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.