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Starts from $75/Month
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Product Description
Qualified is an innovative Conversational Marketing Chatbot that enables businesses to maximize their revenue by leveraging their website. It empowers them to identify their most desirable site visitors, start conversations to convert outbound and promotional website visitors, and detect ...
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No common features
Unique Features
Pop-ups
Alerts
Co-Browsing
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Pricing
Starts from $3000/Month
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Product Description
Agencyjoy is the perfect Sales CRM for Growing Agencies and Consultants. Make lead tracking and sales management easy with this innovative platform, designed to streamline web form tracking and discovery calls with its built-in scheduler. Save time and resources, track leads in real-time, and ...
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No common features
Unique Features
No unique features
Pricing
Starts from $7.50/User/Month when Billed Yearly
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Product Description
Workvivo is a revolutionary employee communication app that works to strengthen the connections between colleagues. Beyond the traditional tools, Workvivo has the ability to effectively engage and reach out to team members. This revolutionary communication platform aids in the construction of ...
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Document Management
Unique Features
Calendar Management
Employee Database
Access Control
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Pricing
Workvivo offers custom pricing plan
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Product Description
SIBRO, a one-stop Insurance Broking Software, provides seamless policy management across its robust platform. With advanced tools to organise and monitor every stage of the policy cycle – from RFQs & comparison through to delivery, reconciliation and claims – SIBRO keeps you in control, staying ...
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Contact Management
Document Management
Unique Features
Reports
Claims Management
Invoice Payment
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Pricing
Starts from $6,675
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Product Description
BenefitNet streamlines the administration of insurance policy benefits schemes, making it easy to track the rate, premium, and performance of medical, life, and other insurances. BenefitNet eliminates the need for time consuming spreadsheets, and offers users the ability to upload receipts and ...
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No common features
Unique Features
Customization
Self Service Portal
Analytics
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Pricing
BenefitNet offers custom pricing plan
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Product Description
Ease enables insurance brokers to provide superior service to their SMB clients through its user-friendly technology. Ease helps set up and manage benefits, onboarding new hires, maintain compliance, and offer employees a single destination for all their HR information. Ease allows businesses ...
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No common features
Unique Features
Benefits Management
Onboarding
Reporting
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Pricing
Starts from $530/month
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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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Contact Management
Document Management
Commission Management
Unique Features
Marketing Automation
Reporting
Dashboard
Pricing
Free Trial available
AgencyBloc offers custom pricing plan
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Popular alternatives include Qualified, Agencyjoy, Workvivo, SIBRO and AgencyBloc.
Key factors include Auditing, Email Campaigns, Contact Management, Document Management, Commission Management and pricing.
Tools like eBSEG Digital Insurance, Layerup, NowCerts, BrokerEdge and myCOI are best for small businesses for Insurance Agency Management Software.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
