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
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
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
Agency Management Systems & Insurance CRM Software
EZLynx is a comprehensive insurance software that streamlines agency operations and enhances customer service. It's known for its innovative Rating Engine, which quickly generates accurate insurance quotes from multiple carriers, saving time and improving efficiency. The software includes a powerful CRM system, centralizing client data for better relationship management. EZLynx also offers efficie... Read more about EZLynx
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
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
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
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
Deliver Insurance Innovation
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
Velocity is a versatile retail management system (RMS) software designed to help businesses streamline their retail operations. The software offers a wide range of features, including point of sale (POS) processing, inventory tracking, customer relationship management, and employee scheduling. With real-time data reporting, retailers can make informed decisions regarding stock levels, sales trends... Read more about Velocity
Innoveo Skye is a comprehensive insurance agency software designed to enhance operational efficiency and improve customer engagement for insurance providers. The platform offers a suite of tools for managing policy administration, claims processing, underwriting, and customer relationship management. With its user-friendly interface, Innoveo Skye enables agents to access client information quickly... Read more about Innoveo Skye
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
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
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
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
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.