Top Broker Buddha Alternatives & Competitors

Finding the right software for your business can be challenging, and while Broker Buddha is a popular choice, it may not be the perfect fit for everyone. If you're exploring Broker Buddha alternatives, you're in the right place. We’ve compiled a list of the top competitors that offer similar features, pricing, and benefits. Compare the best alternatives to Broker Buddha and discover the ideal solution tailored to your needs.

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Last Updated: September 25, 2025

All Competitors and Alternatives to Broker Buddha

Cooper Rose Digital Full Suite is a comprehensive Insurance Agency Software designed to streamline and enhance the operations of insurance agencies and brokers. The platform offers a wide range of tools for client management, policy administration, claims processing, and sales tracking, ensuring efficient and organized agency operations. Features include a user-friendly client portal, automated po... Read more about Cooper Rose Digital Full Suite

Free Trial

NA

Pricing Type

$2500 Per month

Location

United Kingdom

We Solve the Payments Headache, Across the Insurance Industry

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

Free Trial

Available

Pricing Type

$25 Per feautre

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

Guidewire is a leading provider of cloudbased software solutions for the property and casualty (P&C) insurance industry. It offers a suite of tools designed to help insurers manage their core operations, including underwriting, claims management, billing, and policy administration. Guidewire’s platform is highly configurable, allowing businesses to tailor the software to their specific needs and... Read more about Guidewire

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

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

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Best CRM For Insurance Agents

InsuredMine is a versatile insurance agency software that revolutionizes client relationship and agency management. It features an intuitive CRM system, centralizing client data for more effective communication and service. The software's automated marketing tools, including email and text campaigns, enhance client engagement and retention. Sales pipeline management is a key feature, allowing agen... Read more about InsuredMine

Free Trial

NA

Pricing Type

$99 Per month

Location

United States

Future-Ready Insurance Software

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 (2 Reviews)

InsureEdge is an intuitive claims and policy management software that scales to meet business needs. Featuring modules for CRM, document management, policy administration, and more, it offers easy configuration and flexibility. As an end-to-end solution, InsureEdge streamlines processes, reduces inefficiencies, and consolidates business and client data. By digitizing claims and policy workflows... Read more about InsureEdge

Free Trial

NA

Pricing Type

Contact Vendor

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

Pricing Type

Contact Vendor

Location

United States

Nexsure is an advanced insurance agency software designed to streamline operations for insurance professionals. This platform provides comprehensive tools for managing client information, tracking policies, and processing claims. Users can easily access real-time data on policy performance, manage renewals, and generate reports on agency performance. With features like automated workflows and inte... Read more about Nexsure Insurance Platform

Free Trial

NA

Pricing Type

Contact Vendor

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

Loved by modern agencies

Sembley is a specialized software solution for Property and Casualty (P&C) insurance companies, designed to simplify and automate core insurance processes. The software enables insurers to manage policy administration, claims processing, underwriting, and customer service from a single platform. Sembley’s robust features support all stages of the insurance lifecycle, from initial quote generatio... Read more about Sembley

Free Trial

Available

Pricing Type

$49 Per user

Location

United States

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

Free Trial

Available

Pricing Type

$100 Per year

Location

Singapore

A1 Tracker is an intuitive project management software designed to enhance collaboration and streamline project workflows. This platform offers tools for task management, team collaboration, and progress tracking, ensuring that projects are completed on time and within budget. A1 Tracker’s userfriendly interface allows teams to easily assign tasks, set deadlines, and communicate in real time. Th... Read more about A1 Tracker

Free Trial

Available

Pricing Type

$200 Per user

Location

United States

Better Agency is a specialized property and casualty (P&C) insurance software that helps insurance agencies manage policies, claims, customer relationships, and marketing efforts. The platform integrates CRM functionalities with policy management, enabling agents to automate workflows, track customer interactions, and generate quotes quickly. Better Agency's marketing automation tools assist in nu... Read more about Better Agency

Free Trial

NA

Pricing Type

$299 Per feautre

Location

United States

Insurance agency management software

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

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

FAQs About Broker Buddha Alternatives

Some of the best alternatives to Broker Buddha include HealthSherpa, Guidewire, Applied Epic, InsureEdge, ePayPolicy, InsuredMine, NowCerts, Jenesis Software, Figtree General Insurance Claims, Better Agency, A1 Tracker, Wellnex, Nexsure Insurance Platform, Cooper Rose Digital Full Suite and Sembley. These alternatives offer similar features, better pricing, and more flexibility depending on your business needs.

There are various reasons why users look for alternatives to Broker Buddha, such as pricing concerns, missing features, better integration options, or improved customer support. Exploring alternative solutions ensures that businesses find the best fit for their specific requirements.

Yes! Depending on the product, you may find:

  • Free Trial options like HealthSherpa, ePayPolicy, NowCerts, A1 Tracker, Wellnex and Sembley (test premium features before subscribing).

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.

Small businesses looking for an easy-to-use and cost-effective alternative to Broker Buddha can consider HealthSherpa, Guidewire, Applied Epic, InsureEdge, ePayPolicy, InsuredMine, NowCerts, Jenesis Software, Figtree General Insurance Claims, Better Agency, A1 Tracker, Wellnex, Nexsure Insurance Platform, Cooper Rose Digital Full Suite and Sembley. These software options offer affordable pricing, simple setup, and essential business features tailored for growing teams.

Enterprises seeking a robust alternative to Broker Buddha can explore Applied Epic, InsureEdge and InsuredMine. These platforms offer scalability, advanced automation, top-tier security, and enterprise-grade customer support to meet large-scale business needs.

Some of the best cloud-based alternatives to Broker Buddha include HealthSherpa, Guidewire, Applied Epic, InsureEdge, ePayPolicy, InsuredMine, NowCerts, Jenesis Software, Figtree General Insurance Claims, Better Agency, A1 Tracker, Wellnex, Nexsure Insurance Platform, Cooper Rose Digital Full Suite and Sembley. These platforms offer seamless remote access, real-time collaboration, automatic updates, and enhanced security for smooth software management.

Yes, most Broker Buddha alternatives provide mobile apps for iOS and Android. Options like InsuredMine, Jenesis Software, Wellnex and Cooper Rose Digital Full Suite offer full-featured mobile applications that allow users to manage tasks, track progress, and collaborate on the go.

In conclusion, while Broker Buddha offers a streamlined solution for insurance brokers, it's essential to consider alternatives like Applied Epic, InsuredMine, and Nexsure Insurance Platform, each providing unique features tailored to different business needs. Options such as Jenesis Software and NowCerts cater to specific niches, while platforms like Guidewire and Better Agency enhance operational efficiency. Evaluating these alternatives allows brokers to find the best fit for their workflows, client engagement, and overall business growth, ensuring they remain competitive in a rapidly evolving insurance landscape.