# Best Claims Management Software - 2026 Reviews & Pricing > Find the best Claims Management Software for your organization. Compare top Claims Management Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/claims-management --- [Home](https://www.softwareadvice.com/) / Claims Management Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Claims Management Software of 2026 Updated June 22, 2026 On this page 1. Popular Comparisons 2. Buyers Guide Filter products 53 results ### Compare Products Showing 1 - 25 of 53 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) 4.71 [(284)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a wide array of features tailored to streamline workflows, enhance client relationships, and boost productivity. From policy management and quoting to customer relationship management (CRM) and reporting, Jenesis provides a centralized hub for all essential agency functions. Its intuitive interface and customizable workflows enable users to tailor the system to their specific requirements, enhancing efficiency and productivity. Jenesis' Web-based system offers flexibility allowing agents to work remotely, collaborate seamlessly, and provide superior service to clients on the go. Jenesis also offers website design and digital marketing services making Jenesis a comprehensive solution for insurance agencies.... [Read more](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) ### Best rated features: Referral Tracking 5.0 For Insurance Industry 5.0 Alerts/Notifications 5.0 Risk Assessment 5.0 ### Worst rated features: Claims Tracking 3.0 Commercial 4.0 [See all features](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/#key-features) [Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) 4.80 [(5)](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representatives to track, filter and qualify prospects and use the built-in email templates to establish communication. This solution also helps businesses to handle mortgage and lending workflows via a unified platform. The platform allows employees to interact with lenders and borrowers, track and approve documents and store customer data in a centralized repository. Financial Services Cloud lets employees create client engagement plans, prioritize customer relationships and highlight client milestones, among other operations. Supervisors can configure case escalation rules and queues to automatically route customer case inquiries to specific agents or teams. Additionally, staff members can build, design and distribute survey forms to collect insights and feedback. Financial Services Cloud comes with an API, which allows businesses to integrate the system with several third-party applications. It also provides Android and iOS mobile applications, which let employees manage activities remotely. It is available on annual subscriptions and support is extended via live chat, phone, community forum and other online measures.... [Read more](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) ### Best rated features: Insurance Policy Management 5.0 Territory Management 5.0 Compliance Tracking 5.0 Client Management 5.0 ### Worst rated features: Task Management 1.0 For Financial Institutions 3.5 Referral Tracking 4.0 Interaction Tracking 4.0 [See all features](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/#key-features) ### Financial Services Cloud for Sales $325.00/month ### Financial Services Cloud for Service $325.00/month ### Financial Services Cloud for Sales and Services $350.00/month [See full pricing details](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/#pricing-and-plans) [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) 4.17 [(141)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Applied Epic is an agency designed to help insurance agencies improve their processes, offering a multitude of benefits and capabilities catering to unique business needs. The platform provides a single view of your entire agency, encompassing all roles, locations, and lines of business. Businesses can adapt and evolve alongside their business with a flexible system that supports acquisitions and integration of both Applied and third-party applications, ensuring productivity and profitability. Users can centralize their agency operations by managing all aspects of your business within a single platform, empowering staff with the flexibility to engage with other applications seamlessly. With Applied Epic, organizations can enable their teams to work from anywhere with an intuitive user interface that allows employees to access and manage account details, submit claims, and perform other tasks effortlessly. Seamlessly connect with insurer partners within workflows to streamline customer service, find the best products quickly, and share policy information efficiently. The platform supports integration with numerous online client portals and mobile apps to ensure access to policy information and meet customers on various platforms. Applied Epic offers unique screens to capture benefits-specific data, including plan information, rates, coverages, and eligibility criteria and automate workflows to enhance consistency and efficiency across users and locations. Teams can streamline finance and accounting operations with insurance-specific solutions designed for efficiency and reporting. The solution also provides real-time access to policy information at every stage of the policy lifecycle to deliver prompt and accurate service and centralizes new business opportunities and renewals in one system, integrating with CRM technologies for a comprehensive customer view. Additionally, businesses can streamline document organization and access based on agency's guidelines, allowing for easy retrieval and management. Applied Epic includes market access and quoting functionality to help users identify markets for risks directly from the system, reducing redundant data entry and enhancing efficiency in quoting. Its insurer connectivity feature facilitates information exchange seamlessly with insurer partners to receive policy-related documents and updates directly in the management system. Built-in reporting and data analytics allow managers to leverage management system data to gain valuable business insights and optimize employee productivity and relationships.... [Read more](https://www.softwareadvice.com/insurance/applied-epic-profile/) ### Best rated features: Activity Dashboard 5.0 Sales Reports 5.0 Insurance Policy Management 4.3 Claims Management 4.1 ### Worst rated features: Quotes/Estimates 2.6 Insurance Rating 3.3 Workflow Management 3.5 Contact Management 3.8 [See all features](https://www.softwareadvice.com/insurance/applied-epic-profile/#key-features) [WaterStreet](https://www.softwareadvice.com/product/68385-waterstreet/) 5.0 [(1)](https://www.softwareadvice.com/product/68385-waterstreet/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary WaterStreet is a cloud-based insurance solution designed primarily for sectors such as property and casualty insurance. WaterStreet provides tools to manage quote-to-claim policy lifecycle support, a configurable rule-based structure, real-time premium calculation and underwriting, policy sales, quoting, issuance and policy management. The solution also offers connections to multiple raters, an access-controlled agency profile and document management tools. The claims management module offers litigation lifecycle tracking, risk management, claims accounting and other cost management functions. An insured portal is also available that provides users with access to claims tracking, invoice printing, payment automation tools and policy status validation. Support is available via email, live chat and over the phone.... [Read more](https://www.softwareadvice.com/product/68385-waterstreet/) [NextAgency](https://www.softwareadvice.com/commission/nextagency-profile/) 4.90 [(41)](https://www.softwareadvice.com/commission/nextagency-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary If you run a life and health insurance agency, you know the pain of tracking down information. Maybe your current software is too rigid, too expensive, or you're juggling too many systems that don't talk to each other. Or maybe you're still running on sticky notes, scraps of paper, and a few static spreadsheets. Either way, NextAgency was built for you. NextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It gathers up all that paper into one easy-to-use digital platform. One that’s easy to customize to the way you work. NextAgency in one platform but it contains a lot of tools. It features CRM, marketing automation, compliance tools, business analytics, and optional commission tracking. Go from the big picture view of your agency with the NextAgency dashboard, to a detailed view of each prospect, client, sub-agent, or policy. Or use the Timeline as your personal to-do list, bringing together all your tasks and notes for the day. Or week. Or whenever. You can automate workflows that create tasks, emails, sends texts, or launches checklists for you. Keep track of sales and service pipelines with the aptly named Pipeline view. And launch email or drip marketing campaigns all within one, intuitive platform. Getting started is straightforward. NextAgency comes pre-configured for life and health workflows, so your team can start using it right away. Most agencies upload their own data using NextAgency's built-in tools, step-by-step guidance, and onboarding support — all included free. Agencies with complex data migrations can use NextConcierge if they choose, an affordable option where our migration specialists do the heavy lifting. When you have a question, you get an answer — fast. NextAgency's support team is rated 4.9 out of 5 on Capterra, and it's easy to see why. Instead of sending you a paragraph of instructions, they'll typically send a short screencast showing you exactly what to do. Training is free and available whenever your team needs it — whether that's your first week or years later. NextAgency is affordable — Capterra users rate it 4.9 out of 5 for Value for Money. Start with a 30-day free trial, then subscribe month to month with no long-term contract required. Agencies that commit annually save even more. Which is why agencies across 37 states — from solo producers to regional operations — already use NextAgency. Your agency data stays secure. NextAgency is hosted on AWS — the same cloud infrastructure trusted by banks, hospitals, and major streaming services — with encryption, role-based access controls, and two-factor authentication. The support team cannot view your information unless you give them explicit permission. NextAgency also executes a mutual NDA with you confirming you own your client data and NextAgency won’t market to your contacts. The platform connects to tools many agencies already rely on, including Employee Navigator, BerniePortal, Ease, Intulse, GReminder, and Zapier. Gmail and Outlook sync keeps all email communication inside the system. For agencies with custom needs, NextAgency offers an API.... [Read more](https://www.softwareadvice.com/commission/nextagency-profile/) ### Best rated features: Flat Commissions 5.0 Commission Scheduling 5.0 Percentage Commissions 5.0 Opportunity Management 5.0 [See all features](https://www.softwareadvice.com/commission/nextagency-profile/#key-features) ### NextAgency $85.00/month NextAgency is a powerful agency management system featuring CRM, marketing, and optional commission tracking tools. Built for agencies selling benefits, senior and life policies, NextAgency is easy to customize for the way your agency works. NextAgency offers a host of tools enabling you to: • organize your prospect and client information to streamline operations • create pipelines to track sales and service to increase revenue • automate workflows to save you time on routine tasks • launch email and drip marketing campaigns • create disclosure document to make compliance easier • integrate with benefit and HR platforms to keep your records synced • generate personalized to-do lists • help you get what you've earned (with the optional add-on) With a 30-day free trial and no long-term commitment required, NextAgency is a tremendous value.... [Read more](https://www.softwareadvice.com/commission/nextagency-profile/#pricing-and-plans) ### NextCommission Solo $160.00/month NEXTCOMMISSION SOLO: PRICING NextCommission Solo is standalone commission tracking software for life and health insurance agencies that don't need a full agency management system. It tracks compensation on benefit, senior, and life policies; manages sub-agents and their splits; generates sub-agent commission statements; and delivers reporting that gives you a clear picture of what you've paid—or failed to have been paid. Like NextAgency, NextCommission Solo is easy to customize for the way your agency works. Pricing (per set of five seats): 1-5 seats: $160 per agency per month ($1,600 per year). 6-10 seats: $320 per agency per month ($3,200 per year). Try NextCommission Solo free for 30 days. Then, no long-term commitment is required — our monthly subscription is truly month-to-month. Get two months free with an annual subscription (a 17% savings). refundable.... [Read more](https://www.softwareadvice.com/commission/nextagency-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/commission/nextagency-profile/#pricing-and-plans) [Eclipse](https://www.softwareadvice.com/insurance/eclipse-profile/) 4.88 [(33)](https://www.softwareadvice.com/insurance/eclipse-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Eclipse is an insurance agency management system for independent insurance agents with both on-premise or cloud-based deployment. It provides features for single agencies as well as multi-agency locations of all sizes. The system helps agencies manage customers, policies, claims, company and producer commissions, financials and documentation. Eclipse features ACORD form filling, ledger accounting, accounts payable, accounts receivable, agency and direct billed billing and reconciliation, advanced reporting and carrier downloads. Comprehensive reporting to manage agency growth, retention, activity and track agency financials is also available. Eclipse offers integration with business solutions such as QuickBooks, InsureSign, Rpost, Agency Revolution and more. Phone, email and live chat support are available through this vendor.... [Read more](https://www.softwareadvice.com/insurance/eclipse-profile/) ### Best rated features: Claims Management 5.0 Commission Management 5.0 Insurance Policy Management 5.0 [See all features](https://www.softwareadvice.com/insurance/eclipse-profile/#key-features) [NowCerts](https://www.softwareadvice.com/insurance/nowcerts-profile/) 4.77 [(150)](https://www.softwareadvice.com/insurance/nowcerts-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities include commission tracking, task management, claims management, reporting, self-service certificates, reminders, calendars, dashboards and e-signature. Users can create projects, assign tasks and track project progress. Acord forms are available in various formats which can be edited, signed, e-mailed, faxed and saved. The solution enables users to create invoices, make payments and issue receipts. Additionally, users can receive automated reminders as their renewal date approaches. The solution lets users track agency and agent commissions, agency fees and carrier fees. Also, users are able to issue their own certificates. NowCerts integrates with multiple applications such as Google Drive, Gmail, QuickBooks, SignNow, Zapier and Twilio. NowCerts is priced on a per month per agency subscription basis, and support is provided via an online helpdesk, email, live chat and over the phone.... [Read more](https://www.softwareadvice.com/insurance/nowcerts-profile/) ### Best rated features: Commission Management 5.0 Claims Management 5.0 Insurance Policy Management 5.0 Task Management 5.0 ### Worst rated features: Client Portal 2.0 Reinsurance Administration 3.0 [See all features](https://www.softwareadvice.com/insurance/nowcerts-profile/#key-features) ### Essentials $99.00/month This plan only includes 1 user license. Additional user licenses are priced at $39. ### Professional $149.00/month This plan only includes 2 user licenses. Additional user licenses are priced at $39. ### Business $295.00/month This plan only includes 5 user licenses. Additional user licenses are priced at $39. [See full pricing details](https://www.softwareadvice.com/insurance/nowcerts-profile/#pricing-and-plans) [VCA Software](https://www.softwareadvice.com/insurance/virtual-claims-adjuster-profile/) 4.88 [(26)](https://www.softwareadvice.com/insurance/virtual-claims-adjuster-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary With a claims engine as its core, VCA Software (formerly known as Virtual Claims Adjuster) is a global SaaS platform focused on improving policyholder satisfaction and retention, while providing a next-generation ecosystem to improve intelligence and function for all stakeholders from insurance carriers to third party administrators, brokers, independent adjusters, captives and self-insured companies. The VCA platform simplifies and humanizes the claims journey – ultimately creating more customer lifetime value.... [Read more](https://www.softwareadvice.com/insurance/virtual-claims-adjuster-profile/) ### Basic $299.00/month [See full pricing details](https://www.softwareadvice.com/insurance/virtual-claims-adjuster-profile/#pricing-and-plans) [Anagram](https://www.softwareadvice.com/medical/patch-profile/) 4.71 [(56)](https://www.softwareadvice.com/medical/patch-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Anagram, formerly Patch, is a cloud-based insurance management solution, which assists health centers and medical practitioners with claim submission and out-of-network benefits management. Key features include ROI tracking, treatment planning, messaging, patient management, and insurance provider management. Physicians can use the solution to examine coverage details, determine eligibility and inform client about covered expenses in real-time. The solution helps doctors deposit claims and send reimbursement checks to patients. It also allows counselors to measure patients' reimbursements against ongoing treatment, process payments and track revenue. Anagram helps practitioners review surveys collected through social media ads, analyze customer behavior, connect with patients through chats or emails and resolve issues in real-time. Pricing for the solution is available on request and support is provided via email and documentation.... [Read more](https://www.softwareadvice.com/medical/patch-profile/) ### Best rated features: Records Management 5.0 Provider Management 5.0 Deduction Management 5.0 API 5.0 ### Worst rated features: SSL Security 1.0 Status Tracking 3.0 [See all features](https://www.softwareadvice.com/medical/patch-profile/#key-features) [Insly](https://www.softwareadvice.com/accounting/insly-profile/) 4.88 [(17)](https://www.softwareadvice.com/accounting/insly-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014. Insly delivers a scalable solution for C-Suite employees and underwriters looking to launch and distribute new products. Additional services like accounting, reporting, and claims management tools further enhance the platform's capabilities for streamlining and optimising insurance selling and admin processes. You can use Insly for: - Launching your insurance product - Distributing your insurance product - Accounting, reporting and data capture - Claims management and handling... [Read more](https://www.softwareadvice.com/accounting/insly-profile/) ### Best rated features: Billing & Invoicing 4.0 [See all features](https://www.softwareadvice.com/accounting/insly-profile/#key-features) [tigerlab](https://www.softwareadvice.com/insurance/i2go-profile/) 4.90 [(10)](https://www.softwareadvice.com/insurance/i2go-profile/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary tigerlab is a global insurance software provider and the creator of the tiger suite (formerly i2go), a cloud-native, API-first insurance core platform for insurers, MGAs, brokers, and digital retailers in commercial and speciality lines. Unlike single-purpose tools or rigid legacy cores, the tiger suite is a modular system built for every key player in insurance: insurers and MGAs, brokers and agents, underwriters, actuarial and pricing teams, claims teams, and e-commerce retailers. AI is embedded across the full lifecycle, from policy administration and underwriting to rating and claims, turning multi-day workflows into minutes. No-code configuration lets teams launch and change products without developer support. Deploy in the cloud or on-premises, integrate through open APIs, and meet enterprise-grade standards including SOC 2 Type II, ISO 27001, GDPR, and DORA.... [Read more](https://www.softwareadvice.com/insurance/i2go-profile/) ### Best rated features: Activity Tracking 5.0 Policy Management 5.0 Quotes/Estimates 5.0 Document Management 5.0 ### Worst rated features: Workflow Management 4.0 Self Service Portal 4.0 [See all features](https://www.softwareadvice.com/insurance/i2go-profile/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/insurance/i2go-profile/#pricing-and-plans) [Agency Master](https://www.softwareadvice.com/insurance/agency-master-profile/) 5.0 [(6)](https://www.softwareadvice.com/insurance/agency-master-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Agency Master is an insurance agency management solution that helps businesses manage insurance claims for trucking and transportation industries. It allows organizations to prepare insurance certificates, trailer interchange agreements, bonds and other documents in real-time. The application enables users to handle commission tracking processes, automatically synchronize data and create quotes. It lets managers assign tasks to team members, create and manage workflows and gain insights into employees’ performance. Additionally, it provides a host of features such as contact management, accounting, reporting, document management, data visualization and more. Agency Master supports integration with Microsoft Outlook, which enables organizations to capture and store client interactions in the system using a drag-and-drop interface. Pricing is available on request and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/insurance/agency-master-profile/) [Agentero](https://www.softwareadvice.com/insurance/agentero-profile/) 4.88 [(8)](https://www.softwareadvice.com/insurance/agentero-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Agentero is a cloud-based solution that enables insurance agencies to interact with clients and manage insurance policies on a centralized platform. It provides mobile applications for Android and iOS devices, which helps professionals initiate insurance claims, access policy details and view agents' contact information, even from remote locations. Agentero allows insurance agents to automate recurring tasks such as sending emails to clients or managing referrals and gain visibility into performance metrics on a custom dashboard. Clients can utilize the platform to access policy documents, request quotes, initiate referrals and contact agents according to individual requirements. Additionally, it lets professionals compare insurance offers with market trends using various algorithms. Agentero facilitates integration with various third-party association management systems (AMS). The product is available on monthly subscriptions and support is extended via FAQs, phone, email and live chat.... [Read more](https://www.softwareadvice.com/insurance/agentero-profile/) ### Basic $149.00 [See full pricing details](https://www.softwareadvice.com/insurance/agentero-profile/#pricing-and-plans) [ClickClaims](https://www.softwareadvice.com/insurance/clickclaims-profile/) 5.0 [(5)](https://www.softwareadvice.com/insurance/clickclaims-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary ClickClaims is a SaaS claims management solution that helps businesses of all sizes manage accounting, vendors, documents, tasks and more. Professionals can utilize the pre-designed email templates to deliver information throughout the claims processing funnel. ClickClaims comes with a built-in diary manager, which allows teams to schedule reminders for upcoming due dates. It enables users to manage and categorize claims lists on the basis of multiple categories, such as severity levels, document types, tax tables and more. It lets staff members use the drag-and-drop interface to build personalized dashboards with custom widgets, filters and display options. Additionally, administrators can configure role-based permissions to restrict users from creating, viewing, updating and deleting specific information. ClickClaims comes with an application programming interface (API), which enables businesses to establish bi-directional electronic data interchange (EDI) with external applications, such as Xactware, QuickBooks and more. Pricing is available on request and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/insurance/clickclaims-profile/) [FileHandler Enterprise](https://www.softwareadvice.com/risk-management/filehandler-enterprise-profile/) 4.71 [(14)](https://www.softwareadvice.com/risk-management/filehandler-enterprise-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary FileHandler Enterprise is a claims administration software designed to help public entities, third-party administrators and self-insured organizations streamline workflow automation and risk management. Key features include case management, claim resolution tracking, customer management, co-pay and deductible tracking, forms management, policy administration and risk assessment. Insurance carriers using FileHandler Enterprise can set up business rules to automatically generate reports, letters, emails, diaries or notes after completion of each task in order to prevent client losses. Risk managers can use built-in dashboards that can be customized according to individual requirement and export files and images in various file formats, including MS Excel, Word, JPG, PDF, PNG and more. Designed on a Microsoft platform, FileHandler Enterprise enables professional employment organizations (PEOs) to schedule notices about important updates or tasks related to claims and display all activities with date and time stamp. Teams can use the optional imaging tool to upload attachments and images directly to diaries, notes and payments and improve claim reporting. FileHandler Enterprise offers third-party integration with accounting, HR, Payroll, ISO and policy systems to facilitate claims management across various industries. Support is extended via phone, email and web-based training sessions.... [Read more](https://www.softwareadvice.com/risk-management/filehandler-enterprise-profile/) [SIBRO](https://www.softwareadvice.com/insurance/sibro-profile/) 5.0 [(3)](https://www.softwareadvice.com/insurance/sibro-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sibro is the simplest and easiest solution, specifically developed to manage end-to-end insurance businesses. It helps you keep track of all policies, claims and installments, reminding you about follow-ups and renewal dues. Sibro not only makes your work faster and simpler but also helps you stay organized, scale better and grow faster. It automates double work so once you have filled certain details, the platform will automatically prefill them in future actions.... [Read more](https://www.softwareadvice.com/insurance/sibro-profile/) ### Basic $4,800.00one time [See full pricing details](https://www.softwareadvice.com/insurance/sibro-profile/#pricing-and-plans) [Cooper Rose Digital Full Suite](https://www.softwareadvice.com/insurance/cooper-rose-digital-profile/) 4.70 [(10)](https://www.softwareadvice.com/insurance/cooper-rose-digital-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Cooper Rose Digital is a suite of modules such as product distribution, policy management, rating engine, documentation generation, reporting, customer relationship management (CRM) and third-party integration. It develops full-stack, end-to-end and innovative insurance solutions, across all lines of insurance. Using a business and user-centric model, it understands the features and functionalities, which will add the most value to businesses, from start-up to enterprise. Cooper Rose Digital helps organizations streamline their digital transformation journey, which includes analysis based on discovery, iterative design, value-driven development and focused delivery.... [Read more](https://www.softwareadvice.com/insurance/cooper-rose-digital-profile/) ### Best rated features: Insurance Policy Management 5.0 Reporting/Analytics 5.0 Document Management 5.0 Customer Portal 4.0 ### Worst rated features: Risk Assessment 4.0 Commission Management 4.0 Customer Portal 4.0 [See all features](https://www.softwareadvice.com/insurance/cooper-rose-digital-profile/#key-features) [VBASoftware](https://www.softwareadvice.com/hr/virtual-benefits-administrator-profile/) 4.70 [(10)](https://www.softwareadvice.com/hr/virtual-benefits-administrator-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Virtual Benefits Administrator is a cloud-based claims processing solution that helps organizations of all sizes manage various types of health care benefits. Its claims management platform allows users to handle a variety of claims including medical, disability, vision, COBRA, dental, FLEX and life insurance. Primary features of Virtual Benefits Administrator include configurable dashboards, accounting, fee scheduling, reinsurance, customer services, billing and commission management, provider database and administration. Its authorization module enables users to automate the processing and adjudication of application via custom algorithms. Additionally, it allows managing application status through configurable approvals, pends and denials with reason codes. Virtual Benefits Administrator lets users create custom reports and save them in multiple formats including PDF, XML, CSV, Text or HTML. The platform integrates with various third-party applications such as Emdeon, Claims Bridge and Ingenix. Pricing of the product is available on request and support is extended via phone and online helpdesk.... [Read more](https://www.softwareadvice.com/hr/virtual-benefits-administrator-profile/) ### Best rated features: Payment Processing 5.0 Reporting/Analytics 4.0 Health Insurance Administration 3.5 Online Benefits Enrollment 3.5 ### Worst rated features: COBRA Administration 2.0 Employee Benefits Administration 2.5 Online Invoicing 3.0 Invoice History 3.0 [See all features](https://www.softwareadvice.com/hr/virtual-benefits-administrator-profile/#key-features) ### Basic $6,925.00/month [See full pricing details](https://www.softwareadvice.com/hr/virtual-benefits-administrator-profile/#pricing-and-plans) [Cloud Claims](https://www.softwareadvice.com/product/370656-Cloud-Claims/) 4.73 [(11)](https://www.softwareadvice.com/product/370656-Cloud-Claims/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Cloud Claims is a claims management solution that helps businesses process incident-based claims including documentation, financials, workflows, reminders and analytics. Teams can use tags to organize specific files according to requirements. Cloud Claims allows organizations to add images, videos, PDFs and other attachments for each incident. Key features include activity logs, reporting, dashboards and search functionality. Managers can audit changes, connect claims to policies and track financials including reserves, payments, approvals, check requests and documentation.... [Read more](https://www.softwareadvice.com/product/370656-Cloud-Claims/) ### Best rated features: Claims Tracking 5.0 Reminders 5.0 Risk Reporting 5.0 Compliance Management 5.0 ### Worst rated features: Third-Party Integrations 3.0 [See all features](https://www.softwareadvice.com/product/370656-Cloud-Claims/#key-features) ### Basic $2,500.00/month [See full pricing details](https://www.softwareadvice.com/product/370656-Cloud-Claims/#pricing-and-plans) [Xanatek Connect](https://www.softwareadvice.com/insurance/xanatek-profile/) 4.64 [(14)](https://www.softwareadvice.com/insurance/xanatek-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary IMS 4 is an on-premise and cloud-based solution that helps insurance agencies manage various administrative operations such as document storage, drip marketing, receipt generation and more. Professionals can store clients’ policy details in a centralized database, assign tasks to multiple staff members and streamline customer interactions via texts or email. Agencies can access the file center to automatically link documents with notes, tasks, previous interactions and Association for Operations Research and Development (ACORD) forms. Managers can use IMS 4 to process invoices, create customizable dashboard reports and organize them according to user-defined categories and tags. Additionally, it lets insurers download renewal documents related to claims, policies or commissions and collect clients' signatures on official documents IMS 4 offers integration with ActiveCampaign, which enables businesses to monitor the entire sales pipeline and implement strategies accordingly. Pricing is available on request and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/insurance/xanatek-profile/) ### Best rated features: Insurance Policy Management 5.0 [See all features](https://www.softwareadvice.com/insurance/xanatek-profile/#key-features) [Adjustify](https://www.softwareadvice.com/insurance/adjustify-profile/) 5.0 [(1)](https://www.softwareadvice.com/insurance/adjustify-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Adjustify is a claims management solution designed to help businesses in the construction, furniture warranty, property insurance and other sectors process insurance claims. Agents can utilize the video calling functionality to connect with customers, conduct remote inspections, capture images and generate insurance reports. Adjustify allows insurance agents to schedule inspections, send invitation links to clients and record on-site inspections in the online portal for review purposes. The application enables administrators to import and export claims data to access information in real-time. Additionally, policyholders can utilize mobile applications on Android and iOS devices to interact with agents and resolve issues related to claims, even from remote locations. Adjustify comes with an application programming interface (API), which enables users to integrate the platform into existing systems. Pricing is available on a per claim basis and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/insurance/adjustify-profile/) ### Basic $12.00 [See full pricing details](https://www.softwareadvice.com/insurance/adjustify-profile/#pricing-and-plans) [NetClaim](https://www.softwareadvice.com/insurance/netclaim-profile/) 5.0 [(1)](https://www.softwareadvice.com/insurance/netclaim-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary NetClaim by Navex Global is an online claims management and incident reporting solution for insurance carriers and third-party administrators (TPAs). It allows clients to handle various types of claims, such as workers' compensation, commercial auto liability, general liability, crisis claims and more. Key features include claims intake, online reporting, account management and incident management. NetClaim is designed to accept and accommodate intake requests through multiple sources, including phone, email, fax and online portals. It integrates with national PPO networks to help TPAs document claims and comply with industry and business standards. Businesses can also define their own set of rules for claim submissions and processes along with integrity checks for authenticating requests before payout. A self-service portal allows clients to submit their claim requests and track reimbursement status. Additionally, it also offers built-in reporting tools to help businesses keep track of KPIs, evaluate trends and report on near misses.... [Read more](https://www.softwareadvice.com/insurance/netclaim-profile/) [RiskVille](https://www.softwareadvice.com/insurance/riskville-profile/) 5.0 [(1)](https://www.softwareadvice.com/insurance/riskville-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary RiskVille is a cloud-based, GDPR-compliant risk and insurance management solution that allows insurance organizations to manage day-to-day operations such as customer relationships, risk identification, policy management, claim processing, and more. With RiskVille, businesses can improve customer self-service, optimize business processes, enhance customer satisfaction, and streamline claims processing. RiskVille provides 360 views over all customer data such as historical and behavioral information, contracts, documents, policies, and more using unified customer profiles. Agents can create policies with different risk coverage, monitor renewals, prepare reports, renew policies automatically. RiskVille's quoting/rating system allows insurance underwriters to conduct rate analysis, standardize quotes across insurance products, and calculate premiums. Through their risk management tools, underwriters can provide premiums that are based on the risk score of any type of asset using risk monitoring, identification, and reporting. For customer self-service, RiskVille provides a user-friend customer portal that enables policy stakeholders to update contact information, track submitted claims, add new assets to policies, and view details of their policies and quotes.... [Read more](https://www.softwareadvice.com/insurance/riskville-profile/) ### Basic $24,000.00/year [See full pricing details](https://www.softwareadvice.com/insurance/riskville-profile/#pricing-and-plans) [SchemeServe](https://www.softwareadvice.com/insurance/schemeserve-profile/) 5.0 [(1)](https://www.softwareadvice.com/insurance/schemeserve-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary SchemeServe is a cloud-based insurance solution designed for insurance organizations, managing general agents (MGAs) and brokers. Features include cancellation tracking, claims tracking, policy generation, a rating engine, reinsurance administration, renewal management and more. SchemeServe helps users create custom websites for individual products and control back-office and reporting operations from a central dashboard. Users can also create multi-tier networks of branded portals which can be used as sales funnels and search engines. Users can create and share product documentation with customers or agents, store them in a central repository and also record voice calls, images and other file types within customer records. Additionally, the solution helps users to generate custom reports based on different parameters and also offers automatic debt chasing, multi-currency support, audit trails of transactions and multiple options to accept payments from customers. Services are offered on an annual subscription basis that includes support via phone and email.... [Read more](https://www.softwareadvice.com/insurance/schemeserve-profile/) ### Basic £750.00/month [See full pricing details](https://www.softwareadvice.com/insurance/schemeserve-profile/#pricing-and-plans) [SimpleINSPIRE](https://www.softwareadvice.com/insurance/simpleinspire-profile/) 5.0 [(1)](https://www.softwareadvice.com/insurance/simpleinspire-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary SimpleINSPIRE is an integrated multi-line insurance platform suitable for P&C insurance companies of any size. It combines policy management, billing and insurance accounting, claims management, business intelligence, efficiency tools, security and compliance, plus more. This solution can be hosted on the cloud and integrate with cost evaluator, payment gateway, email, and other commonly used insurance systems. The Adjustermate mobile app can be used by field adjusters to upload claim assessments and photos to the SimpleINSPIRE system while on the go. The Product suite has an application integrated BOT which can be the UI for ML/AI. This solution also includes a self-service portal where policyholders can verify coverage, print documents, review claims, and make payments. Invoices and installment schedules are also available via the portal. Additionally, SimpleINSPIRE's interactive BOT supports intelligent underwriting by identifying areas of high risk in real-time. The BOT can also initiate transaction workflows, display disclaimers for customers, and assist in upselling during the application process. Pricing for SimpleINSPIRE is provided by SimpleSolve Inc. Support is available via phone, email, and other online resources.... [Read more](https://www.softwareadvice.com/insurance/simpleinspire-profile/) ### Basic $100,000.00 [See full pricing details](https://www.softwareadvice.com/insurance/simpleinspire-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/insurance/claims-management-comparison/?page=2)[3](https://www.softwareadvice.com/insurance/claims-management-comparison/?page=3) ## Popular Comparisons [ NowCerts vs Jenesis Software ](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/vs/nowcerts/)[ HawkSoft CMS vs Applied Epic ](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/hawksoft/) Insurance providers need an efficient way to handle the entire claims management process from end-to-end—from the first notice of loss to setting up a claim, processing and settling. When the insurer is first notified, the claims processing life cycle is kicked off. During this workflow, insurance professionals need to track the claims in a way that reduces costs, avoids fraud and improves customer service and communication. This guide is designed to help insurance providers and agencies searching for a claims management system. In it, we look at common features, types of buyers, costs and trends that may impact your business. Here's what we'll cover: [What Is Claims Management Software?](#WhatIsClaimsManagementSoftware) [Common Claims Management Software Features](#CommonClaimsManagementSoftwareFeatures) [Benefits of Claims Management Software](#BenefitsofClaimsManagementSoftware) [Key Considerations When Purchasing Claims Management Software](#KeyConsiderationsWhenPurchasingClaimsManagementSoftware) [How Much Does Insurance Software Cost?](#HowMuchDoesInsuranceSoftwareCost) ## What Is Claims Management Software? Claims management software offers tools to streamline the process of moving a claim through the initial contact all the way to a resolution that is satisfying to the customer and your company. _A view of claims being tracked in_ [Insly](https://www.softwareadvice.com/accounting/insly-profile/) Throughout this task, users can leverage external sources to verify information, manage important documents, track customer details and utilize reporting tools to spot trends in operations. ## Common Claims Management Software Features Claims management systems potentially include several features designed to guide users through the full workflow. These can include: **Claims tracking and workflows** Provides core claim workflows to standardize the majority of incoming claims. Many systems also offer the ability to modify existing or customize new workflows to fit the service provider's needs. **Electronic claims** Enables the filing of claims from customers electronically. **EDI data exchange integrations** Helps manage a large number of claims at once, importing from multiple insurance carriers. **Fraud management** Allows insurers to identify and manage cases of fraudulent claims by tapping into various sources of information and verifying details. Sources may include other claims the customer has submitted, publicly available information or social media. **Document management** Assists companies with the many paper and electronic documents necessary in the claims management process by storing and organizing them. **Customer portals** Allow customers to submit and view claims information online, increasing convenience. **CRM** Provides for integration with a customer relationship management (CRM) module so customer details can be easily reviewed during the claims management process. **Reporting** Claims processing data can be analyzed to reveal areas of improvement, which may involve processing times or specific details about claims that can highlight trends. ## Benefits of Claims Management Software The customizable workflows and tracking capabilities available in claims management systems result in some significant benefits for agencies: - **Reduced costs** due to a streamlined workflow and a quicker resolution for most claims. - **Better customer service** based on the ability to provide more accurate insights into the status of a claim and self-service functionality. - **Fewer fraudulent claims** using tools that connect you to multiple sources of data to verify claim information. ## Key Considerations When Purchasing Claims Management Software For any software purchase, there are some important factors to consider that can impact the success of the investment. Some are universal, and some are specific to your particular type of business: **On-premise or cloud-based deployment?** Insurance and claims management software are offered via two different types of deployments—on-premise or cloud-based. On-premise is the traditional method of installing a system on the buyer's computers, while cloud-based software (also called Software-as-a-Service, or SaaS) is accessible through a web browser. On-premise is usually a more customizable option, but requires more IT resources. And cloud-based systems don't typically include a large upfront cost to get started. Evaluate these options for each vendor to determine the best fit. **What integrations do you need?** Some types of software, such as [CRM](https://www.softwareadvice.com/crm/), [accounting](https://www.softwareadvice.com/accounting/) or advanced [business intelligence](https://www.softwareadvice.com/bi/) systems, are used by a wide variety of industries. You may want these systems to connect with the claims management functionality. It's important to discuss integration options with any vendor you decide to work with. **What type of insurance do you offer?** Based on whether you provide property and casualty (P&C), life and annuities (L&A) or health insurance, some claims management software vendors can offer workflows for different types of claims. Ask whether vendors can customize aspects of the system so your daily tasks are as streamlined as possible. ## How Much Does Claims Management Software Cost? Unlike some other software types, claims and insurance software vendors don't often list this information online, for a reason. Usually, it's because they want you to call for more details, so they can sell you on other software features. Most insurance systems are offered on a subscription pricing plan, and you're likely to find a stand-alone claims management system for a few hundred to $1,500 per month. Some subscription costs may also include specific parameters, such as a price per user. Keep your budget in mind when evaluating pricing plans to find one that makes the most sense for your needs.