Last Updated: September 25, 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
Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly in... Read more about Bitrix24
EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all... Read more about EngageBay CRM
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
Genius Avenue is an advanced benefits administration platform designed to help businesses manage employee benefits effectively. This software simplifies the complex process of benefits enrollment, administration, and reporting, making it ideal for HR teams and benefit managers. Genius Avenue provides an intuitive interface that streamlines the benefits selection process, allowing employees to revi... Read more about Genius Avenue
GO-INSUR is a specialized insurance agency software designed to streamline operations and enhance customer service for insurance providers. This platform provides tools for managing policies, claims, and customer interactions, ensuring that agencies can operate efficiently. With GO-INSUR, users can easily track policy renewals, manage claims processing, and communicate with clients through a centr... Read more about GO-INSUR
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
Macaw is a specialized insurance agency software designed to streamline operations for insurance brokers and agents. The platform provides tools for managing client information, tracking policies, and processing claims, enhancing the efficiency of insurance operations. With its userfriendly interface, agents can easily access client records, generate quotes, and manage renewals, ensuring that clie... Read more about Macaw
PhoneBurner is a cloud-based power dialer and sales acceleration platform designed to increase productivity in outbound call centers and among sales teams. Its primary feature is the ability to dial numbers rapidly, reducing the time sales reps spend waiting for calls to connect or dealing with busy signals and voicemails. PhoneBurner also offers functionalities like voicemail drop, email follow-u... Read more about PhoneBurner
Rehash is an insurance agency software that provides a comprehensive solution for managing and automating the day-to-day operations of an insurance business. The platform helps insurance agencies streamline tasks such as client management, policy tracking, claims processing, and billing. Rehash offers tools for managing leads, organizing customer data, and automating communications, improving both... Read more about Rehash
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
Verity is an advanced authentication software designed to enhance security and streamline access control for organizations. This platform provides tools for implementing multi-factor authentication, ensuring that sensitive information is protected against unauthorized access. With Verity, users can create customizable authentication workflows that align with their security policies, providing flex... Read more about Verity
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
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+
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
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.