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Insurance Software

Insurance Agency software automates all insurance agencies' operations related to business, customer service, and office management activities. Insurance software solutions offer full client management database systems for a variety of insurance product areas such as life, health, property and casualty (P&C) and investment. Insurance agency management systems also offer tracking systems for scheduling, electronic document filing, contracts and commissions as well as general accounting and business reporting tools. Insurance Agency software is related to Insurance Policy software and Insurance Rating software. Browse our catalogue to find the best insurance agency software for your organization in Canada.

Featured software

Local products for Canada

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Transform insurance operations with Verity's end-to-end software. From policy issuance to automated renewals, Verity has you covered. Learn more about Verity
Experience the power of Verity, the comprehensive software solution for the insurance industry. From policy issuance to automated renewals, Verity covers it all. Built-in rating, self-service portals, and document management streamline operations, while ad hoc reporting provides actionable insights. With its customizable features and seamless integration options, Verity transforms insurance processes for MGAs and Program Administrators. Enhance efficiency & elevate your insurance business today. Learn more about Verity

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Canada Local product
TBW Integrated Management System is a true fully integrated SEMCI solution for insurance brokers and agents. Learn more about The Broker's Workstation
TBW is a true fully integrated SEMCI solution for insurance brokers and agents. TBW's fully integrated suite of automation tools includes IntelliQuote Rating and Underwriting, Customer Relationship Management tools, BMS Accounting and Reporting, Commercial Policy tools and more. Designed by brokers for brokers. Learn more about The Broker's Workstation

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Macaw supports end to end operations for Brokers and MGAs with robust and flexible CRM, product definition and underwriting components. Learn more about Macaw
Macaw AMS is a cloud-hosted Insurance Agency Management Platform that helps end to end activity of MGAs & Brokers, covering CRM, Sales, Underwriting, Services, Claims and Accounting. The system has built-in Document Management System, Rules and Workflow components. Essential integrations are available with Payment Gateway, eSign and email marketing. Macaw AMS enables the Customers, Producers as well as Carrier Partners like to self serve with the help of the specialized portals. Learn more about Macaw

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
BindHQ’s lightning-fast, modern, agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business Learn more about BindHQ
BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. Learn more about BindHQ

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting. Learn more about Applied Epic
On-premise and cloud-based Brokerage management system, providing automation capabilities to the business. The system offers a single, open application with integrated capabilities to manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes. Learn more about Applied Epic

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Our A-Z solutions stack provides versatile, customized options for E & A, digital sales, billing & collections, BPO & TPA. Learn more about Genius Avenue
Insurance carriers, brokers and benefit providers are developing innovative consumer benefits and products that enhance lives…but can’t get to market quickly, lack scalability, and cannot manage transactions effectively. Our A-Z tech and services stack provides versatile, customized solutions for enroll & admin, digital sales, marketing, billing & collections, BPO & TPA. We have the proven insurance industry expertise to help you launch your product, increase sales, or pivot to new markets. Learn more about Genius Avenue

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Low-code digital transformation platform for end-to-end automation to Simplify your complex, content-driven business needs. Learn more about NewgenONE Digital Transformation Platform
NewgenONE platform offers a comprehensive suite of automation technologies that cover everything from task automation to content-rich, mission-critical applications, and complex workflow orchestration. It enables you to integrate your existing systems, applications, and devices, creating a connected ecosystem that delivers consistent personalized experience with efficiency. NewgenONE is natively low code across the board, so that you can design, build, deploy and optimize applications rapidly. Learn more about NewgenONE Digital Transformation Platform

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Life insurance quoting tool that helps agents create quotes for their clients via their websites, mobile devices, & PCs. Learn more about Compulife Quote Software
Life insurance quoting tool that helps agents create, process, and manage coverage quotes in batches and embed them across websites, mobile devices, & PCs. Learn more about Compulife Quote Software

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Bitrix24 is #1 free insurance agency management platform used by 12 million teams. Cloud, mobile, open source.
Bitrix24 is #1 free insurance agency management platform used by 12 million teams worldwide. Cloud, mobile, open source. Free CRM, appointment scheduling, agency management, quotes, invoices, contracts, email marketing, calendars, more. Learn more about Bitrix24

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform. Learn more about EngageBay CRM

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Jenesis offers an insurance agency management system, website design, and digital marketing services to insurance agencies.
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. Learn more about Jenesis Software

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Indio simplifies the P&C insurance application and renewal process for agents by creating a fully digital, modern customer experience.
Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded with a library of 10,000+ digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing. Learn more about Indio

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Business budgeting software that provides a company with the financial and operational information it needs to make better decisions.
Elevate your budgeting, planning, and modeling with enterprise planning software. Familiar Excel-like sheets streamline the planning process and allow you to drill down into cell values in order to extract and share strategic insights. Configurable options and the ability to create custom calculations within your model give you the flexibility to adapt as your business grows and changes. Workday Adaptive Planning is positioned as a Leader in Gartner's 2019 Magic Quadrant for Cloud FP&A Solutions Learn more about Workday Adaptive Planning

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Boost sales team productivity up to 4x with our top-rated Power Dialing & Sales platform. Blend phone/email/SMS and close deals faster.
LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card. Learn more about PhoneBurner

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
NowCerts: Streamline insurance agency operations with our innovative, user-friendly, and affordable management platform.
At NowCerts, we lead the way in digital innovation for insurance agencies. Our suite of tools goes beyond our advanced AMS software to include RATE!, a commercial rater for precise pricing, PremFi for seamless premium financing, Automate365 for CRM efficiency, LeadX for optimized lead distribution, and Fusion, our state-of-the-art AI automation center. With seamless integration and strategic partnerships with industry leaders, such as Automate365, ACORD, InsuredMine, and more, we ensure smooth communication and data transfer. Our dedicated support team and extensive knowledge base are always available to guide you on your journey to streamlined agency management. Discover how our solutions can transform your operations and elevate your business to new heights. Learn more about NowCerts

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Faster, Easier, Integrated Insurance Payment Services
ePayPolicy's insurance-built payment platform helps insurance organizations accept payments online to speed up receivables, bind policies faster, and provide a seamless user experience. Beyond collections, you’ll have access to a variety of features to streamline accounting operations. ePayPolicy integrates payments into 18 of the most popular management systems, like Vertafore, Applied, NowCerts, and many more. Learn more about ePayPolicy

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth. Learn more about AgencyBloc AMS+

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Get access to a variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more.
Creatio CRM for insurance is the end-to-end platform providing access to a broad variety of workflows automation - insurance policy management, claim lifecycle operating, commission management and much more. Equipped with advanced tools for sales & marketing, referral and opportunity management to streamline your business growth. Learn more about Creatio CRM

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Insurance agency management software that lets you nurture and grow your book of business, your staff and your office from anywhere.
Agency Matrix, now part of ITC, is the most robust and affordable cloud-based technology company in the marketplace. Leading today's independent insurance agencies with cutting-edge technology, we are committed to delivering agency management software solutions that help you reach your business goals. Learn more about Agency Matrix

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Snappii is a leading Mobile Apps and form apps company. About 500,000 people use Snappii Business Apps in 30+ Industries.
Snappii is a custom mobile app development company that delivers native iOS and Android apps efficiently and affordably thanks to its codeless mobile app development platform. Snappii specializes in Daily Logs, Project management, change management Apps predominantly for the Construction, Inspection and Field Services industries. Snappii has helped thousands of customers to ditch paperwork and improve collaboration between the team and the office. Contact us for a Free quote. Learn more about Snappii

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle.
With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. Let EZLynx do the work so you can focus on selling and growing your book of business. We want to earn the title of your most productive employee every single day. EZLynx Rating Engine 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. EZLynx Management System 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. Learn more about EZLynx

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.
A1 Tracker insurance policy management software is robust and includes features to manage insurance policies, insurance quotes, customer service, and claims management. A1 Tracker is suitable for businesses with multiple different insurance products, including health insurance, liability, commercial, aviation, marine, umbrella, and auto insurance. A1 Tracker streamlines insurance companies with automatic policy renewal notifications, policy document generation, and policy document management. Learn more about A1 Tracker

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Sentry is the only developer-first app monitoring platform that gives real-time visibility into issues that matter to fix them faster.
With support for 99 platforms as well as single-tenant offerings, Sentry is essential for monitoring application code health. From Error tracking to Performance monitoring, developers can see clearer, solve quicker, and learn continuously about their applications - from the frontend to the backend. Learn more about Sentry

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Our unique partnership philosophy drives our systems 97% recommendation rate and 18-year average agency retention.
Since 1995, HawkSoft is a leader in management systems that powers thousands of agencies who want effective workflows for property and casualty insurance without sacrificing a delightful experience for staff and policyholders. Created by independent agents, HawkSoft takes pride in being independently-owned. HawkSoft bundles all the core features to manage, grow, and measure your agency and offers API integrations with established service providers to expand your insurance technology stack. Learn more about HawkSoft CMS

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software
Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
Enroll Your Clients for ACA Plans in 5 Minutes or Less! ACAExpress.com provides insurance agents the power to stay ahead in an ever-changing industry. Our revolutionary ACA enrollment platform provides agents the tools they need to increase productivity in a simple, quick, and efficient platform. We put the power of health insurance enrollment back into the hands of agents by providing an ACA enrollment solution that is simple for agents to use. Learn more about AgentExpress

Features

  • Contact Management Software
  • Document Management Software
  • Quotes/Estimates
  • Insurance Rating Software
  • Activity Tracking
  • Policy Management Software
  • Self Service Portal
  • Audit Trail
  • Workflow Management Software