List of Insurance Agency Management Software for SMBs in 2025

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List of the Best Insurance Agency Management Software For Small Business as of June 2025

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 ...

Pricing

myCOI offers custom pricing plan

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 ...

Pricing

Free Trial available

Starts from $75/Month

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 ...

Pricing

BrokerEdge offers custom pricing plan

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 ...

Pricing

BenefitPoint offers custom pricing plan

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 ...

Pricing

InsureEdge offers custom pricing plan

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 ...

Pricing

Gen4 Agency Management offers custom pricing plan

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 ...

Pricing

NowCerts offers custom pricing plan

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 ...

Pricing

Layerup offers custom pricing plan

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, ...

Pricing

AMS360 offers custom pricing plan

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 ...

Pricing

Bold Penguin offers custom pricing plan

Pazcare

Empowering your team's health and well-being.

Request a Quote

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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 ...

Pricing

Pazcare offers custom pricing plan

AgencyBloc

Streamline your insurance agency with AgencyBloc.

Request a Quote

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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 ...

Pricing

Free Trial available

AgencyBloc offers custom pricing plan

Best Insurance Agency Management Software For Small Business

myCOI

Streamline Risk, Protect Your Business.

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 ...

NextAgency

Stay organized and connected with NextAgency.

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 ...

BrokerEdge

Revolutionize your broking experience with BrokerEdge.

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 ...

BenefitPoint

Elevate your benefits business with BenefitPoint.

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 ...

InsureEdge

Revolutionizing insurance management with cutting-edge technology.

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 ...

Gen4 Agency Management

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

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 ...

NowCerts

Simplify your agency operations, maximize growth.

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 ...

Layerup

Elevate efficiency with AI-powered call management.

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 ...

AMS360

Boost your agency's success with AMS360.

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, ...

Bold Penguin

Effortlessly quote and bind with Bold Penguin.

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 ...

Pazcare

Empowering your team's health and well-being.

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 ...

AgencyBloc

Streamline your insurance agency with AgencyBloc.

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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