# Best Insurance Policy Software - 2026 Reviews & Pricing > Find the best Insurance Policy Software for your organization. Compare top Insurance Policy Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/insurance/policy-comparison --- [Home](https://www.softwareadvice.com/) / Insurance Policy 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 Insurance Policy Software of 2026 Updated June 22, 2026 On this page 1. Popular Comparisons 2. Buyers Guide 3. Related Software Filter products 73 results ### Compare Products Showing 1 - 25 of 73 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) [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) 3.59 [(22)](https://www.softwareadvice.com/product/266247-Macaw/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Functionality Macaw AMS is a cloud-hosted Insurance Agency Management platform that supports end to end functions of Brokers, MGAs & Lloyds Coverholders. Both Retail and Wholesale Broking can be supported with Macaw AMS. Macaw AMS has an in-built CRM. It supports New Business and Renewals comprehensively. Highly complex Rating and Underwriting logic can be embedded. It supports Claims Intimation and Tracking. It comes with a detailed Billing and Payables component that caters to Carrier Extracts as well. The system has built-in Document Management System, Rules and Workflow components, and an engine to report, visualize and analyze operational data. Integrations are available with OFAC checker, Payment Gateway, eSign, email marketing. Macaw AMS enables the Customers, Producers as well as Carrier Partners to self serve with the help of the specialized portals. Following are some of the business benefits of using Macaw AMS 1. Improve efficiency with Single Customer View This MGA had a portfolio of high-volume and low ticket-size Policies. At renewal, they were used to get a lot of calls that required attention of the customer support team. As a result, a lot of effort was needed to maintain a good renewal ratio. The customer support team resolved the issue using the single customer view facility of Macaw. This facility enabled the team to get all the data relevant for the customer at one place including the opportunities, quotations, policies, claims, service requests and contact details with a view of the consolidated portfolio. 2. Improve Renewals Ratio with automated campaign One of our Customers had a policy portfolio that was distributed across customer segments and different lines of insurance. Due to heavy competition from aggregators as well as other carriers / brokers, they had to depend heavily on the outgoing calls at the time of renewal and spent a lot of time and effort in the process. With Macaw’s automated renewal process, they could identify the renewals well in advance between 90 and 180 days, they could categorize the renewals into low-touch and manual, they could adopt different channels across the segments (fully digital workflow for the low-touch segment and auto-allocation to customer service agents for manual segment), they could organize drip campaigns by email and sms, and could reduce effort involved by automatic issuance of policies. The renewal ratio could be improved and customer service team was spending less effort. 3. Improve accuracy with in-built underwriting and rating engines One of our Customers, an MGA, had a complex set of products for which the underwriting and rating was manual due to the inherent complexity. This had two implications, key persons were needed to work the quotations and it was very difficult to maintain uniform criteria. With Macaw’s automated underwriting, rating and surplus lines tax and fees components, the MGA could deliver automated underwriting and rating for all its products, resulting in a significant reduction of time to produce a quote. 4. Improve efficiency using integrated invoicing and statement of accounts It takes a lot of effort to execute accounting activities separately from the Agency Management System, possibly through usage of spreadsheets. With Macaw, where the invoicing and commissions processes are fully automated and integrated with the policy management functions, the MGA could achieve the same objectives with lower time and effort. 5. Visualize, assess and report on accumulated information from ops One of our Customers, an MGA, had a process of extracting data / reports from the system, and was manually analysing the same for reporting the business results. This was a significantly complex process requiring significant time. With Macaw’s Explorer facility, which provides the ability to consolidate operational data, to automate reporting and to create visualizations, the MGA could significantly improve.... [Read more](https://www.softwareadvice.com/product/266247-Macaw/) ### Best rated features: Renewal Management 5.0 Billing & Invoicing 5.0 Quotes/Estimates 5.0 Policy Management 4.8 ### Worst rated features: Audit Trail 3.0 Activity Tracking 3.0 Broker/Agent Portal 4.0 [See all features](https://www.softwareadvice.com/product/266247-Macaw/#key-features) ### Custom Custom Pricing available upon request Price is decided based on number of users, products, the extent of support required among other business descriptors.... [Read more](https://www.softwareadvice.com/product/266247-Macaw/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/product/266247-Macaw/#pricing-and-plans) [NewgenONE Digital Transformation Platform](https://www.softwareadvice.com/accounting/newgenone-digital-transformation-platform-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary A unified, cloud-based low-code platform for automating end-to-end processes and comprehensively managing content and communications, backed by AI-based cognitive capabilities and a robust integration ecosystem. Simplify your complex, content-driven business needs with one comprehensive low-code digital transformation platform. A unified, cloud-based, low-code platform for automating end-to-end processes and comprehensively managing content and communications, backed by AI-based cognitive capabilities and a robust integration ecosystem. The NewgenOne platform, with content management at its core, helps enterprises break down the silos between the front, middle, and back offices by simplifying the information (data) flows between those offices, functions, and departments. The NewgenOne platform includes the following: \* Low code capabilities for application development \* Process automation for end-to-end enterprise processes \* Contextual content services for creating an anywhere-anytime workplace \* Omnichannel Customer Engagement, to provide personalized customer communication, consistent across channels \* AI Cloud for informed and autonomous business decision-making \* Integration Ecosystem for data exchange across processes, applications, and systems \* Governance and Security, for keeping processes and information secure and compliant... [Read more](https://www.softwareadvice.com/accounting/newgenone-digital-transformation-platform-profile/) [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/) [Compulife Quote Software](https://www.softwareadvice.com/insurance/compulife-profile/) 4.93 [(61)](https://www.softwareadvice.com/insurance/compulife-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Designed for the insurance industry, Compulife Quote Software is a web-based software that helps businesses with providing quotes for insurance offerings. Compulife Quote Software’s features consist of responsive design, mobile access, customizable forms, and insurance quotes. Compulife Quote Software subscriptions are offered on an annual basis and support is provided via email, phone, and online tutorials.... [Read more](https://www.softwareadvice.com/insurance/compulife-profile/) ### Basic (Mobile Quoter) $110.00/year This is a Mobile Quoter for 3 devices. The type of insurance products it can quote are; term life, return to premium term, and guaranteed UL. You can add on an API for $370/year and no free trial included in it.... [Read more](https://www.softwareadvice.com/insurance/compulife-profile/#pricing-and-plans) ### Standard (Website Quoter) $215.00/year This Website Quoter plan is for your website to be in responsive web design format on top of the "Mobile Quoter". There are additional add-ons available at an premium but there is no free trial included in the base price.... [Read more](https://www.softwareadvice.com/insurance/compulife-profile/#pricing-and-plans) ### Deluxe (Individual Agent PC Software) $220.00/year This Individual Agent PC software plan includes 1 licensed agent, for insurance products to quote like; Term life, return of premium term, guaranteed UL, Simplified Issues (non med), or Final Expense. For 3 devices and includes Life Company Forums Library. You can add 4 local zip code listings for $48/year.... [Read more](https://www.softwareadvice.com/insurance/compulife-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/insurance/compulife-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) [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) [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) [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) [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) [ProNavigator](https://www.softwareadvice.com/insurance/sage-profile/) 4.72 [(18)](https://www.softwareadvice.com/insurance/sage-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary ProNavigator is purpose-built for underwriters, claims and operations teams, and agencies to organize all of their guidelines, wordings, operating procedures, marketing material and more. We simplify and speed up accessing information for your staff so that you can retrieve mission-critical insurance content in seconds, lower average handling time by significant margins, leverage contextual AI search and cut down on overhead costs.... [Read more](https://www.softwareadvice.com/insurance/sage-profile/) ### Best rated features: Audit Trail 5.0 Property & Casualty 5.0 Customizable Branding 5.0 Third-Party Integrations 5.0 ### Worst rated features: Alerts/Notifications 4.0 Customizable Fields 4.0 Content Library 4.0 [See all features](https://www.softwareadvice.com/insurance/sage-profile/#key-features) [Layr](https://www.softwareadvice.com/insurance/layr-profile/) 5.0 [(1)](https://www.softwareadvice.com/insurance/layr-profile/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Layr is an insurance platform that puts everyone on the path to success: brokers, carriers, and small business owners. Base Layr is the all-in-one AMS solution, AI account manager, and insured digital kiosk branded to your brokerage. Keep small business books in-house without hiring; Base supplements teams, expanding capacity and efficiency. Apex, Layr's full-service solution, is ideal for large books of business that you might otherwise consider outsourcing. When you shift small business books to Apex, you'll get Layr's service portal and branded insured digital kiosk, plus dedicated licensed customer support and still keep 100% of commissions. Layr is committed to modernizing the insurance broker and digitizing the typically tech-averse, analog insurance industry in order to best serve the undersold small business market.... [Read more](https://www.softwareadvice.com/insurance/layr-profile/) ### Basic $30.00/month [See full pricing details](https://www.softwareadvice.com/insurance/layr-profile/#pricing-and-plans) [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) [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) [Surefyre](https://www.softwareadvice.com/crm/surefyre-profile/) 4.65 [(17)](https://www.softwareadvice.com/crm/surefyre-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers, including property, casualty, life and health care insurance providers. Key features include a customer information system, commission tracking, document generation, task assignment and multichannel communication. The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices. The built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commission generated. It's also able to track commission generated by third-party agents and carriers. The automatic workflow engine guides agents through various steps of completing policy - from submitting documents to communicating policy details to clients. Surefyre is available on per user per month subscription that includes support via phone and email.... [Read more](https://www.softwareadvice.com/crm/surefyre-profile/) ### Best rated features: Insurance Policy Management 1.0 Reinsurance Administration 1.0 Document Management 1.0 Contact Management 1.0 ### Worst rated features: Workflow Management 1.0 Commission Management 1.0 Insurance Rating 1.0 Quotes/Estimates 1.0 [See all features](https://www.softwareadvice.com/crm/surefyre-profile/#key-features) [Nexsure Insurance Platform](https://www.softwareadvice.com/insurance/nexsure-agency-management-profile/) 4.60 [(5)](https://www.softwareadvice.com/insurance/nexsure-agency-management-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Nexsure Agency Management is cloud and mobile-based agent management solution, which helps manage, improve and accelerate the growth of insurance-related operations. Designed primarily for brokers, agents, wholesalers and program administrators, it aims to deliver strength to client communication and business planning. Key features of Nexsure Agency Management software include automation of claims, commissions, contacts, documents, insurances, policies and quotas. Additionally, it also helps with customization of email drip campaigns, lead management, customer segmentation and other sales and marketing approaches. Its three editions, Core, Web+ and Productivity+, provide independent as well as integrated tools to bring efficiency in processes required to run an insurance agency. Nexsure Agency Management provides mobile applications for Android, iOS and Windows devices and supports the integration of in-house and third-party software. The pricing is available on a monthly basis and minimum five users are required to avail the subscription.... [Read more](https://www.softwareadvice.com/insurance/nexsure-agency-management-profile/) ### Best rated features: Insurance Policy Management 5.0 Policy Management 5.0 [See all features](https://www.softwareadvice.com/insurance/nexsure-agency-management-profile/#key-features) ### Basic $99.00/month [See full pricing details](https://www.softwareadvice.com/insurance/nexsure-agency-management-profile/#pricing-and-plans) [BriteCore](https://www.softwareadvice.com/policy-management/britecore-profile/) 4.33 [(3)](https://www.softwareadvice.com/policy-management/britecore-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility. The BriteCore Platform enables insurers to seamlessly manage policies, billing, and claims; rapidly configure new products; and access comprehensive reporting and analytics—all within a unified core insurance system that includes user-friendly portals for agents and policyholders. Trusted by over 100 insurers across North America, BriteCore’s policy administration system empowers mid-size carriers and fast-growing MGAs to streamline their operations and confidently compete with the industry's largest providers. ‍ For more information, visit britecore.com.... [Read more](https://www.softwareadvice.com/policy-management/britecore-profile/) ### Best rated features: Audit Management 5.0 Customizable Reports 4.5 Self Service Portal 4.5 API 4.0 [See all features](https://www.softwareadvice.com/policy-management/britecore-profile/#key-features) [ISI Core](https://www.softwareadvice.com/insurance/isi-enterprise-profile/) 4.17 [(12)](https://www.softwareadvice.com/insurance/isi-enterprise-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary ISI Core (formerly ISI Enterprise) is a comprehensive P&C insurance platform that helps carriers and MGAs get results through every step of the insurance lifecycle. Our solution unites Policy Administration, Billing, Claims, Accounting, and Reinsurance with configuration and analytics tools, extended by ISI AI and ISI Portal. With ISI Core, insurers can better manage risk through enhanced underwriting precision and exposure management. They can unlock insights with unified, real-time data across the enterprise. ISI Core helps enhance operational efficiency by streamlining customer, team, and broker experiences. It also enables insurers to drive sustainable growth by launching products faster while lowering total cost of ownership. Available as a full suite or standalone modules, ISI Core delivers a proven path from implementation to impact, helping insurers and MGAs better manage risk, enhance efficiency, and achieve sustainable growth.... [Read more](https://www.softwareadvice.com/insurance/isi-enterprise-profile/) [Velocity](https://www.softwareadvice.com/insurance/velocity-profile/) 4.13 [(15)](https://www.softwareadvice.com/insurance/velocity-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary 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 features include mass solicitation and renewals, claims management, HTML templates, automated workflow scripts and fiduciary accounting. The carrier bundle is a package that can be added to the agency management system for rating and issuance functionality. It provides automation and processing capabilities for the creation of new policies, renewals and mid-term endorsements. The carrier bundle also includes a claims management module where claims are paid and administered. Velocity provides macro-coding tools that execute client defined internal and external processing tasks. Users can also internally create their own tasks like workflow invocations, rules-based underwriting and application validations and qualifications. The scripting engine allows the system to talk to other computers on the internet and exchange, import and validate data.... [Read more](https://www.softwareadvice.com/insurance/velocity-profile/) [Partner XE](https://www.softwareadvice.com/insurance/partner-xe-profile/) 4.14 [(14)](https://www.softwareadvice.com/insurance/partner-xe-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary 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 status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner. Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners.... [Read more](https://www.softwareadvice.com/insurance/partner-xe-profile/) ### Best rated features: Claims Management 4.0 Insurance Policy Management 3.5 Contact Management 3.0 Document Management 3.0 ### Worst rated features: Commission Management 1.5 Quotes/Estimates 2.0 Document Management 3.0 Contact Management 3.0 [See all features](https://www.softwareadvice.com/insurance/partner-xe-profile/#key-features) [AdInsure](https://www.softwareadvice.com/insurance/adinsure-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary AdInsure is a line-of-business agnostic insurance platform that helps insurers adapt to industry changes. It enables Adacta, partners, and insurers’ IT teams to build tailored solutions across the insurance value chain—from product design and sales to claims and reinsurance. AdInsure supports all insurance teams with smarter workflows, faster go-to-market, modern CX, and seamless integration with emerging technologies and partners. Built around industry best practices, it powers award-winning solutions: • AdInsure Non-life • AdInsure Life • AdInsure Commercial • AdInsure for Brokers Features for business teams: • AdInsure PAS • AdInsure Claims • Billing & Collections • Digital tools (agent portals) • Integrated Analytics IT and operations benefit from: • No-/Low-code architecture • Out-of-the-box APIs • AdInsure Studio (for product design & testing) • Cloud support... [Read more](https://www.softwareadvice.com/insurance/adinsure-profile/) [AgencySmart](https://www.softwareadvice.com/crm/agencysmart-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary AgencySmart is an “all-in-one”, cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable.... [Read more](https://www.softwareadvice.com/crm/agencysmart-profile/) ### Basic $49.00/month [See full pricing details](https://www.softwareadvice.com/crm/agencysmart-profile/#pricing-and-plans) [DRC Insurance Platform](https://www.softwareadvice.com/insurance/drc-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary DRC's insurance system is a cloud-based insurance solution that enables property and casualty insurance businesses to manage their policy quotes, ratings, billing and claims. The solution offers features for brokers, carriers and policyholders. DRC Quote allows users to automate the underwriting process and manage re-entry of policy information. DRC Policy enables insurance agents to convert quotes into policies and regulate them. Users can also search policies or customers by name, policy number, state and quote number. DRC allows users to automate rating tasks and underwriting services using product playbook tools. DRC Billing helps users to process customer payments through agency bill, direct bill and electronic funds transfer. The solution also provides recordkeeping, notification, verification and reporting functionalities. Support is available via phone.... [Read more](https://www.softwareadvice.com/insurance/drc-profile/) 1 [2](https://www.softwareadvice.com/insurance/policy-comparison/?page=2)[3](https://www.softwareadvice.com/insurance/policy-comparison/?page=3) ## Popular Comparisons [ Macaw vs Jenesis Software ](https://www.softwareadvice.com/compare/62001-jenesis-agency-management/vs/266247-Macaw/)[ Sembley vs NowCerts ](https://www.softwareadvice.com/compare/64793-nowcerts/vs/450093-Sembley/) If there's one thing that everyone can agree on about insurance, it's that the industry is complicated. From the most basic, stripped-down health insurance policy to the most expensive corporate liability package, every policy has a multitude of details that need to be worked out by agencies, pored over by policy holders and regulated by the government. Fortunately, just as insurance policies have grown more complicated over the years, the types of software created to help manage those policies have become more sophisticated. This makes keeping track of the various pieces of policies much easier for insurance agencies like yours, so that they can provide better service for their customers and policy holders. **This buyer's guide will explain how insurance policy software can help your insurance agency develop, administer and manage policies, so you can save time and simply focus on your agency's core processes.** This software exists either as stand-alone systems or as a part of a larger suite of [insurance software](https://www.softwareadvice.com/insurance/). Here's how we'll break down our discussion of this software: [What Is Insurance Policy Software?](#WhatIsInsurancePolicySoftware) [Common Features of Insurance Policy Software](#CommonFeaturesofInsurancePolicySoftware) [What Type of Buyer Are You?](#WhatTypeofBuyerAreYou) [Key Considerations](#KeyConsiderations) ## What Is Insurance Policy Software? Insurance policy management software breaks down into two key processes—creating policies and administering/maintaining policies. Although most insurance policy software will allow you to do both of these things, we've broken down our description of the software into these two key features, since they can look different in practice. ### Policy Creation Insurance policy software can provide you with the tools you need to develop new types and tiers of policies to present to buyers. The software will help you design different types of attractive insurance packages, calculate and weigh the costs and profit margins of those packages and keep careful records of all policies that get issues to clients. Some advanced systems even have databases of pre-existing policy templates that you can customize to create the right product for your agency. ### Policy Administration Keeping track of insurance policies can be as daunting a task as creating them, which is why the software will help you with this side of your business, too. Tools will help you to provide timely and accurate quotes, handle claims, track customer history and issue bills. Additionally, this part of the software system can help ensure that your policies are in adherence with all applicable local, state and federal regulations. ## Common Features of Insurance Policy Software **Policy creation** Provides a centralized database that houses all of your agency's policy types, along with a library of templates that you can use to create new policy packages. **Policy issuance** Enables you to issue policies to customers more efficiently, making it quicker and easier to provide quotes, calculate rates, create contracts and get them signed; field customer inquiries; and track all policies once they've been issued. **Compliance management** Helps ensure that all of your issued policies are compliant with all legal and industry regulations on the local, state and national level. **Claims tracking** The key feature of insurance policies is how well they handle policy holder claims, and tools within the software will make this process easier for both you and your customers. Automated filing and cross-referencing will make filing claims and issuing payment quicker and more efficient. **Customer portal** Provides an online portal that your customers can access to manage their policies and accounts. This can save you a lot of time and money in customer service phone calls, while also increasing your customers' satisfaction rate. **Billing and accounting** Automates the billing of your customers so you can save time and money, while improving accuracy. You can also automate features of your accounting in order to track both overall profits and the profit margin of individual policies. [Vertafore Agency Platform's](https://www.softwareadvice.com/insurance/vertafore-agency-platform-profile/) _interactive policy builder page_ ## What Type of Buyer Are You? Insurance agencies, because they require so much capital to be on hand, tend to be medium to large sized companies. As such, few insurance policy software packages are designed for small businesses, and many only cater to enterprise-level agencies. Your insurance agency may fall into one of the following categories with specific software needs: - **Health insurance provider.** Health insurance can be among the most complex type of policies, so you will likely want to get the most robust, feature-rich software suite possible. Given the immense body of law surrounding health insurance, you will especially want features that enable you to maintain compliance. - **Life insurance provider.** Because of the financial complexities often tied up in life insurance (including, and especially the high payout for those policies), you will want to make sure that you have a system that has strong accounting features. - **Auto insurance provider.** The ability to provide a quick quote and easy claims process will be of key importance in this market, since it is so highly competitive amongst consumers. - **Homeowners insurance provider.** Similar to auto insurance, you will want to be able to quickly and competitively provide a realistic quote to applicants. ## Key Considerations Other factors to take into consideration when picking the best [policy management software](https://www.softwareadvice.com/policy-management/) for your business may include: - **Integration with other systems.** Your insurance policy software may be part of a larger, integrated [insurance suite](https://www.softwareadvice.com/insurance/), but if it is a stand-alone package you need to be sure that the software you purchase can integrate with other systems you'll be using. You'll need to be able to check policies against your accounting or your [customer relationship management](https://www.softwareadvice.com/crm/) (CRM) software, for example, and the two programs must be compatible in order to work together. Make sure you talk to vendors about how well their software will integrate with these other systems. - **Cloud-based versus on-premise software.** In the past, most software was hosted by businesses on their own premises. This meant that a business would purchase dedicated hardware along with their software so that they could run the software's programs. Such a process required businesses to have the space to host extra servers, as well as the IT resources and knowledge base to set up and maintain the system. Today, it is far more common (though not universal) to find vendors providing their software via the cloud. This means that businesses have no need to host the software themselves, and instead access it via the internet. This costs less up front and limits the amount of time and money that must be dedicated to IT upkeep. Be sure to check with vendors as to how their software will be hosted. ### Related Insurance Policy Software - [Claims Processing Software](https://www.softwareadvice.com/category/4761-claims-processing/) - [Commercial Insurance Software](https://www.softwareadvice.com/category/4760-commercial-insurance/) - [Dental Software](https://www.softwareadvice.com/dental/) - [Dental Charting Software](https://www.softwareadvice.com/dental-charting/) - [Electronic Medical Records Software](https://www.softwareadvice.com/medical/electronic-medical-record-software-comparison/) - [Insurance Software](https://www.softwareadvice.com/insurance/) - [Insurance Rating Software](https://www.softwareadvice.com/insurance/insurance-rating-comparison/) - [Medical Billing Software](https://www.softwareadvice.com/medical/medical-billing-software-comparison/) - [P&C Insurance Software](https://www.softwareadvice.com/p&c-insurance/)