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Applied Epic

Applied Epic® is an agency management platform that allows agents to manage their business across all roles and locations for both their P&C and Benefits books of business via a single view of the customer with automated capabilit...Read more about Applied Epic

4.2 (136 reviews)

1 recommendations

Jenesis Software

Jenesis is a cloud-based solution that helps insurance agents manage personal and commercial lines and obtain new potential customers. Key features include claims management, rating engine, policy processing and reinstatement trac...Read more about Jenesis Software


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, calen...Read more about NowCerts


UZIO is a cloud-based SaaS platform that provides you with an all-in-one HRIS, Payroll, Time & Attendance solution, and Benefits Management Solution. It is built for businesses of all sizes. Our platform enables businesses to redu...Read more about UZIO

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HawkSoft CMS

HawkSoft is an insurance management solution designed for independent agencies. HawkSoft offers workflows for commercial and personal lines and an auto-documentation process that builds a trail of every client interaction. Ha...Read more about HawkSoft CMS


NextAgency is the Nation's leading Insurance Agency Management Platform featuring CRM, marketing, and commission tracking tools. The software is designed for life and health agencies, but is easy to customize for your agency. Nex...Read more about NextAgency


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, treat...Read more about Anagram


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 sy...Read more about Eclipse


Nuxeo helps enterprises build and modernize content management applications to tackle the content issues of today with a low-code development approach. As a cloud-native content services platform, Nuxeo leverages secure cloud tech...Read more about Nuxeo

VCA Software

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 impr...Read more about VCA Software


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. Add...Read more about Insly


InsuranceSuite is an insurance management solution that helps agencies streamline operations and manage claims, bills and receivables, as well as underwriting and policy administration. The solution can be deployed in the cloud an...Read more about Guidewire

Vertafore Agency Platform

Vertafore Agency Platform is a cloud-based insurance management solution designed for insurance companies of all sizes. It offers accounting, customer management, document management, policy management and reporting within a suite...Read more about Vertafore Agency Platform


Velocity is a cloud-based agency management system for property and casualty insurance carriers. It helps users handle the needs of general agents, program administrators, wholesalers, carriers, reinsurers and retailers. The core ...Read more about Velocity

FileHandler Enterprise

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 m...Read more about FileHandler Enterprise

Xanatek Connect

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 ...Read more about Xanatek Connect

Partner XE

Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the s...Read more about Partner XE

ISI Enterprise

ISI Enterprise is a cloud-based insurance solution that assists businesses in policy administration, billing, claims and other related services. Key features include reinsurance management, a policy rating engine, document managem...Read more about ISI Enterprise


tigerlab offers a cloud-based Insurance Platform as a Service (IPaaS), designed for insurers, MGAs, insurance startups and digital businesses. The software automates the whole insurance policy lifecycle, from policy issuance to ca...Read more about tigerlab


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 clai...Read more about VBASoftware

Buyers Guide

Last Updated: March 16, 2023

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?

Common Claims Management Software Features

Benefits of Claims Management Software

Key Considerations When Purchasing Claims Management Software

How Much Does Insurance Software Cost?

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

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.


Provides for integration with a customer relationship management (CRM) module so customer details can be easily reviewed during the claims management process.


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, accounting or advanced business intelligence 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.