# Best P&C Insurance Software - 2026 Reviews & Pricing

> Find the best P&C Insurance Software for your organization. Compare top P&C Insurance Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/p&c-insurance

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# Best P&C Insurance Software of 2026

Updated June 22, 2026

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1.  Popular Comparisons
2.  Related Software

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52 results

### Compare Products

Showing 1 - 25 of 52 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

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**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.

[EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/)

3.70

[(74)](https://www.softwareadvice.com/insurance/ezlynx-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

EZLynx provides innovative insurance software that streamlines an agency’s workflow and manages the end-to-end policy lifecycle. Integrated into one platform, EZLynx Management System is designed to meet the unique needs of businesses in an easy-to-use interface that takes care of doing the work for you. From real-time home and auto quoting on insurance agency website to email marketing, pipeline management, reporting, AI, and more, EZLynx has the integrated solution for users. It offers: EZLynx Rating Engine is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler. EZLynx Management System leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily policy downloads. EZLynx is a complete agency management solution, with all the tools you need to sell, service and grow your business. A single platform means your agency won’t be slowed down by disparate systems our multiple software vendors. Having all your agency’s data on a single platform makes every aspect of that data more visible, intelligent, actionable, and profitable. One, single system means no more duplicate entries, interrupted workflows, or bridging data between separate systems. Because you have a single view of the customer, you always have the most accurate and complete picture up on the screen. EZLynx Client Center provides mobile-ready online customer self-service. Clients are satisfied immediately with 24/7 remote access to their policies, change requests, ID Cards, claims and more. EZLynx Automation Center: Automating processes represents a significant benefit in time savings to agencies - meaning they are not paying employees to do work that their management system can and should do for them. EZLynx anticipates and suggests what to do next, and will even automate these steps for your agency. Get more done in less time by automating sales, retention, servicing and client engagement across your entire agency. EZLynx Automation Center comes equipped with recommended workflow templates to help your agency realize the benefits of the tool immediately. These templates were built with the most common and time-saving agency use cases in mind. The expectations of today’s insurance shoppers are rooted in their online consumer experiences, across all industries. EZLynx solutions like EZLynx Virtual Agent, online customer self-service, and timely automated customer communication help your agency meet these new demands. Policy Compare provides a side-by-side comparison of the expiring and renewing policies, so you can quickly and meaningfully understand the difference in premium. Being able to better advise your clients at renewal time reinforces the trusted advisor relationship, which is all too important for the independent insurance industry. Carrier eDocs and Messaging workflows help agencies expand and strengthen the relationship between insureds, agents and insurers. The EZLynx Connect Marketplace provides development-free connectivity to third-party vendor solutions, advancing your agency immediately in targeted ways. Benefit from turnkey access to industry-leading integrations and cross-selling opportunities.... [Read more](https://www.softwareadvice.com/insurance/ezlynx-profile/)

### Best rated features:

Lead Management

5.0

For Personal Insurance

5.0

For Homeowners Insurance

4.0

Third-Party Integrations

3.8

### Worst rated features:

API

1.0

Real-Time Data

1.0

CRM

1.0

Insurance Policy Management

3.4

[See all features](https://www.softwareadvice.com/insurance/ezlynx-profile/#key-features)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/insurance/ezlynx-profile/#pricing-and-plans)

[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)

[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)

[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/)

[Sembley](https://www.softwareadvice.com/product/450093-Sembley/)

4.97

[(40)](https://www.softwareadvice.com/product/450093-Sembley/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sembley redefines the insurance submissions and renewals landscape for commercial property and casualty (P&C) insurance brokers and agencies through its cloud-based technology. The platform’s advanced yet intuitive interface simplifies the entire client data collection process. By using customizable, shareable intakes, Sembley gathers essential information for any set of ACORD forms, automatically transferring the data to create precise and complete applications. This method boosts operational efficiency, reduces manual errors, and saves valuable time for both agents and clients. Whether you’re focused on onboarding new clients or processing renewals, Sembley is engineered to optimize your workflow, elevate client experiences, and drive sustainable growth for your insurance business.... [Read more](https://www.softwareadvice.com/product/450093-Sembley/)

### Best rated features:

Insurance Management

5.0

Activity Dashboard

5.0

Commercial

5.0

Claims Management

5.0

### Worst rated features:

Lead Management

4.0

Mobile Access

4.0

[See all features](https://www.softwareadvice.com/product/450093-Sembley/#key-features)

### Standard Annual

$49.00/month

Unlimited forms, submissions and contacts plus 24/7 support and unlimited training.

### Standard Monthly

$59.00/month

Unlimited forms, submissions and contacts plus 24/7 support and unlimited training.

[See full pricing details](https://www.softwareadvice.com/product/450093-Sembley/#pricing-and-plans)

[A1 Tracker](https://www.softwareadvice.com/crm/a1-tracker-profile/)

4.87

[(79)](https://www.softwareadvice.com/crm/a1-tracker-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform. A1 Tracker's features include contract approval workflow, documents, vendors, audits, reminder notifications, templates, certificates of insurance, and more. The platform enables users to track contracts of any type, including NDA, buy-side (vendor agreements), and sell-side contracts (sales agreements). Additionally, contract dashboards & forms allow users to run analytical reports, batch update renewals, import & export data, and prioritize activity. The portal gives limited access for users to submit updates or documents. Both on-site and cloud-hosted options available with SSL, VPN, & data encryption security features. A1 Tracker can integrate with CRM, manufacturing, and ERP software. Pricing is available on request. Professional training is provided. Support is available via email, phone, and online help.... [Read more](https://www.softwareadvice.com/crm/a1-tracker-profile/)

### Best rated features:

Collaboration Tools

5.0

Asset Tracking

5.0

Vendor Master Data Management

5.0

Reporting/Project Tracking

5.0

### Worst rated features:

Resource Management

1.0

Project Planning/Scheduling

2.0

[See all features](https://www.softwareadvice.com/crm/a1-tracker-profile/#key-features)

### Enterprise

$200.00/month

5 User Minimum. Monthly and Annual Renewal Options. Implementation costs vary and may include: - Setup and Training - Data Import - Integrations - Customizations Volume licensing discounts available.... [Read more](https://www.softwareadvice.com/crm/a1-tracker-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/crm/a1-tracker-profile/#pricing-and-plans)

[FileTrac Evolve](https://www.softwareadvice.com/insurance/filetrac-profile/)

4.96

[(26)](https://www.softwareadvice.com/insurance/filetrac-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

FileTrac Evolve is a sophisticated, claims management software designed for independent adjusters and insurance companies, accommodating organizations ranging from small firms to large enterprises. It is developed to minimize human error and reduce operational costs, ultimately decreasing claim expenses and enhancing cycle times. This advanced solution integrates a suite of claims management and productivity tools within an intelligent cloud application, utilizing cutting-edge technologies like artificial intelligence (AI), business intelligence (BI), and robotic process automation (RPA) to optimize the claims handling process.... [Read more](https://www.softwareadvice.com/insurance/filetrac-profile/)

[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)

[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)

[Encircle](https://www.softwareadvice.com/field-service/encircle-profile/)

4.84

[(25)](https://www.softwareadvice.com/field-service/encircle-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Encircle’s field documentation platform sits at the front end of a restorer’s business. With simple workflows built for field use, anyone can thoroughly document what’s happening on any job, on any device, with data integrity that can be trusted. Encircle makes it easy for restoration contractors to document and report the complete story of a loss. Capture complete job details with photos, videos, notes, floor plans, moisture data, contents inventories, e-signatures, and more. Encircle also keeps everyone connected with real-time sync between field & office, data integrity with date, time & location metadata, and powerful integrations to connect your systems. The mobile app can be accessed online & offline and on both Android and iOS devices. Encircle pricing is based on the number of jobs per year, but all plans include an unlimited number of users, unlimited data storage, and mobile & web access. Encircle is available in the United States, Canada, Australia, and the United Kingdom.... [Read more](https://www.softwareadvice.com/field-service/encircle-profile/)

### Best rated features:

Document Management

5.0

Scheduling

5.0

Forms Creation & Design

5.0

Electronic Claims

5.0

### Worst rated features:

Inventory Management

3.5

Workflow Management

4.0

API

4.0

[See all features](https://www.softwareadvice.com/field-service/encircle-profile/#key-features)

### Small Shop

$270.00/month

### Medium Shop

$455.00/month

### Large Shop

$650.00/month

[See full pricing details](https://www.softwareadvice.com/field-service/encircle-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/)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/insurance/i2go-profile/#pricing-and-plans)

[Pathway Insurance Software](https://www.softwareadvice.com/marketing/pathway-insurance-software-profile/)

5.0

[(6)](https://www.softwareadvice.com/marketing/pathway-insurance-software-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Pathway is a cloud-based automated insurance communication platform, which helps manage and streamline client-facing communications using emails and texts. The software can automate renewal, billing, weather and marketing workflows. Key workflows include prospect nurturing, welcoming new clients, pre-renewals, questionnaires, document delivery, quote follow ups, claims notifications, cross-sell, referral requests, Google reviews, billing notifications and more.... [Read more](https://www.softwareadvice.com/marketing/pathway-insurance-software-profile/)

[SiegeAOS](https://www.softwareadvice.com/policy-management/siegeams-profile/)

5.0

[(6)](https://www.softwareadvice.com/policy-management/siegeams-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

SiegeAMS is a cloud-based solution that helps insurance agencies handle and streamline reporting, document management, task assignment and various other administrative processes. Professionals can use the dashboard to configure workflows, access customers’ contact details and monitor operational processes via actionable analytics. SiegeAMS allows organizations to store employees’ information in a centralized database and generate reports to track their performance/progress based on defined goals. Managers can configure workflows, access ACORD forms from the built-in library and track employees’ license validity on a centralized platform. Additionally, it lets users improve employee communication via screen sharing, chat and video conferencing capabilities. SiegeAMS comes with an API, which enables insurance agents to facilitate integration with various third-party applications. Pricing is available on request and support is extended via live chat, phone, email and other online measures.... [Read more](https://www.softwareadvice.com/policy-management/siegeams-profile/)

### Best rated features:

Policy Management

5.0

Approval Process Control

5.0

Billing & Invoicing

5.0

Commission Management

5.0

[See all features](https://www.softwareadvice.com/policy-management/siegeams-profile/#key-features)

[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)

[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/)

[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)

[Mercury](https://www.softwareadvice.com/product/269036-mercury/)

5.0

[(2)](https://www.softwareadvice.com/product/269036-mercury/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Mercury is a cloud-based insurance claims management software that helps insurance companies, third-party administrators, and self-insured organizations streamline P&C insurance processes. Mercury includes an integrated live chat system for communication and customizable management dashboards to monitor claims data. The system lets teams report new claims and utilize the document imaging system to store and retrieve claim documents.... [Read more](https://www.softwareadvice.com/product/269036-mercury/)

[InsFocus BI](https://www.softwareadvice.com/bi/insfocus-bi-profile/)

4.75

[(4)](https://www.softwareadvice.com/bi/insfocus-bi-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

InsFocus BI is an insurance policy software designed to help businesses build, view and analyze insurance reports. The platform enables managers to store policy, claim, coverage and client details on a unified interface. Administrators can utilize built-in templates and existing libraries to create custom reports. Additionally, InsFocus BI lets teams embed logic within calculation templates to measure claim reserves and analyze renewal activities. Pricing is available on monthly subscriptions.... [Read more](https://www.softwareadvice.com/bi/insfocus-bi-profile/)

### Basic

$5,000.00/month

[See full pricing details](https://www.softwareadvice.com/bi/insfocus-bi-profile/#pricing-and-plans)

[Wilbur](https://www.softwareadvice.com/construction/wilbur-claim-manager-profile/)

4.75

[(4)](https://www.softwareadvice.com/construction/wilbur-claim-manager-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Wilbur is a cloud-based claims processing software that helps with the insurance claims process, garnering recognition for its ability to streamline operations with increased flexibility, scalability, and speed. Through this tool, users can conveniently track the progress of claims from the moment they are reported until their final resolution. By centralizing all involved parties, tasks, and assignments in one cohesive system, Wilbur ensures a smooth customer experience and expedites the resolution of claims. To visit our website, head to www.wilbur.io... [Read more](https://www.softwareadvice.com/construction/wilbur-claim-manager-profile/)

### Best rated features:

Task Scheduling

5.0

Client Portal

5.0

Real-Time Analytics

5.0

Claims Tracking

5.0

### Worst rated features:

Real-Time Updates

4.0

Reminders

4.0

Reporting & Statistics

4.0

[See all features](https://www.softwareadvice.com/construction/wilbur-claim-manager-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)

[Figtree General Insurance Claims](https://www.softwareadvice.com/insurance/figtree-general-insurance-claims-profile/)

5.0

[(1)](https://www.softwareadvice.com/insurance/figtree-general-insurance-claims-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Figtree General Insurance Claims is a cloud-based claims management software system designed to help insurance companies manage their claims processes efficiently. The software covers the entire claims lifecycle, including appraisal, reserve, investigation, treatment, settlement, recovery, and payment. The system is fully configurable, and its features include workflow automation, document management, standard and ad-hoc reporting, dashboards, and web-based data capture. This enables clients to gain a range of benefits, including increased productivity, lowered costs, and improved risk management processes.... [Read more](https://www.softwareadvice.com/insurance/figtree-general-insurance-claims-profile/)

[InsureEdge](https://www.softwareadvice.com/insurance/insureedge-profile/)

5.0

[(1)](https://www.softwareadvice.com/insurance/insureedge-profile/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

InsureEdge by Damco is an end-to-end insurance software for policy administration and claims management that connects carriers, agents, customers, and insurance agencies over a centralized and fully equipped digital platform. It standardizes business processes and operations, which amps up engagement levels and boosts productivity across all segments. InsureEdge understands the dynamics of the global insurance industry and can cater to them at every step of the way. Whether your goal is to scale up your operation to meet an expanding user base or digitize your core operations into a new line of products - InsureEdge is the one-stop solution in the journey from policies to claims. The software is equipped with configurable, ready-to-use modules for claims management, policy administration, CRM, document management, reinsurance, etc. It is also highly versatile when it comes to third-party integrations, which expands its capabilities even further.... [Read more](https://www.softwareadvice.com/insurance/insureedge-profile/)

1

[2](https://www.softwareadvice.com/p&c-insurance/?page=2)[3](https://www.softwareadvice.com/p&c-insurance/?page=3)

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