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List of Insurance Agency Management Software

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Researched and Edited by Rajat Gupta

Last updated: May 2025

Insurance Agency Management Software overview

page-author

Researched and Edited by Rajat Gupta

Last updated: May 2025

Unique Features

  • Contact Management

  • Document Management

  • Commission Management

  • Marketing Automation

+ 7 more

Pricing

  • 15% Software offers Free Trial

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Showing 1-13 out of 13

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List of the Top Insurance Agency Management Software as of May 2025

eBSEG Digital Insurance

eBSEG Digital Insurance

Revolutionizing insurance services for a better tomorrow.

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Product Description

Introducing eBSEG Digital Insurance - a cutting-edge platform designed to revolutionize the insurance industry by enhancing customer interaction and boosting engagement. Our innovative solution offers a seamless OmniChannel experience for insurance organizations, enabling them to deliver ...

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Pricing

eBSEG Digital Insurance offers custom pricing plan

Layerup

Layerup

Elevate efficiency with AI-powered call management.

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Product Description

Introducing Layerup, an advanced solution merging innovative insurance brokerage services with state-of-the-art Generative AI technology. Elevate your business to new heights with Layerup, the AI-powered assistant that could revolutionize the way you operate in the current year. By automating ...

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Pricing

Layerup offers custom pricing plan

NowCerts

NowCerts

Simplify your agency operations, maximize growth.

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3.3

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Product Description

Introducing NowCerts, an innovative Insurance Agency Management System software tailored specifically for insurance agents. Developed by NowCerts.com, a leading software solutions provider specializing in insurance-related products, this cutting-edge platform is designed to streamline and ...

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Pricing

NowCerts offers custom pricing plan

BrokerEdge

BrokerEdge

Revolutionize your broking experience with BrokerEdge.

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4.3

(4)

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Product Description

Introducing BrokerEdge, a cutting-edge cloud-based insurance broking software designed to revolutionize the way brokers operate. With the tagline "Agile, Scalable, and On-Demand," BrokerEdge offers brokers advanced automation and connectivity tools to surpass customer expectations, efficiently ...

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Pricing

BrokerEdge offers custom pricing plan

BenefitPoint

BenefitPoint

Elevate your benefits business with BenefitPoint.

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4.1

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Product Description

Introducing BenefitPoint, the ultimate Agency Management System designed exclusively for benefits professionals. With a focus on supporting agencies and brokers with a thriving benefits practice, BenefitPoint is equipped with advanced CRM tools to empower users in uncovering new business ...

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Pricing

BenefitPoint offers custom pricing plan

AMS360

AMS360

Boost your agency's success with AMS360.

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Product Description

AMS360, an innovative Agency Management System, is a cutting-edge software solution designed to empower independent agencies, brokers, MGAs, and MGUs in enhancing their operations and increasing profitability. This best-in-class platform revolutionizes the way agencies interact with carriers, ...

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Pricing

AMS360 offers custom pricing plan

Bold Penguin

Bold Penguin

Effortlessly quote and bind with Bold Penguin.

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Product Description

Introducing Bold Penguin – Your Seamless Solution for Instant Quoting and Binding Embark on a journey with Bold Penguin, the game-changing platform that redefines the way you quote and bind commercial insurance. With the tagline "The Effortless Way to Quote and Bind," Bold Penguin offers a ...

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Pricing

Bold Penguin offers custom pricing plan

InsureEdge

InsureEdge

Revolutionizing insurance management with cutting-edge technology.

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3.9

(4)

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Product Description

InsureEdge, the premiere Simple Insurance Agency Software, is a cutting-edge solution that revolutionizes insurance management for insurers worldwide. This advanced software is a game-changer for insurers looking to optimize their policy and claims processes, empowering them to streamline ...

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Pricing

InsureEdge offers custom pricing plan

Pazcare

Pazcare

Empowering your team's health and well-being.

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Product Description

Introducing Pazcare, your ultimate solution for prioritizing the well-being of your team. As a top-tier Employee Benefits and Health Insurance platform in India, Pazcare takes care of your employees like never before. Elevate your team's benefits with a range of exceptional offerings, including ...

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Pricing

Pazcare offers custom pricing plan

myCOI

myCOI

Streamline Risk, Protect Your Business.

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5.0

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Product Description

Introducing myCOI, a cutting-edge cloud-based software solution that revolutionizes risk management for companies of all sizes. With the tagline "Cloud-Based Solution Software," myCOI seamlessly marries the expertise of insurance professionals with the latest in technology to simplify the ...

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Pricing

myCOI offers custom pricing plan

AgencyBloc - New SaaS Software

AgencyBloc

Streamline your insurance agency with AgencyBloc.

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Product Description

AgencyBloc is a comprehensive agency management system designed to support and grow life and health insurance business. By enabling meaningful communication with clients and prospects, targeted campaigns and real-time data analysis, AgencyBloc provides an effective way to make important ...

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Pricing

Free Trial available

AgencyBloc offers custom pricing plan

NextAgency - New SaaS Software

NextAgency

Stay organized and connected with NextAgency.

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4.7

(20)

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Product Description

NextAgency simplifies insurance agency management for professional brokers. Our intuitive system allows you to quickly find the files and forms you need. Easily share documents with other parties so that everyone is on the same page. Automated workflows that trigger reminders based on ...

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Pricing

Free Trial available

Starts from $75/Month

Gen4 Agency Management - New SaaS Software

Gen4 Agency Management

Streamline your agency's success with Gen4's management system.

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3.9

(5)

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Product Description

Gen4 Systems' Broker and General Agency Management System is custom-built for insurance brokers, with all the fields and processes needed to increase success. Track sales progress with Pipelines that divide by stage, closure, and renewal, and automate staff job assignments with the automated ...

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Pricing

Gen4 Agency Management offers custom pricing plan

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].