---
description: Compare the best Insurance Software in Canada. Capterra offers software reviews from verified users, pricing, and features. Find the top rated software for your business.
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title: Insurance Software - Prices & Reviews - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Insurance Software](https://www.capterra.ca/directory/20035/insurance-agency/software)

# Insurance Software

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> 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.

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## Products

1. [Applied Epic](https://www.capterra.ca/software/70671/applied-epic) — 4.2/5 (142 reviews) — Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting.
2. [Macaw](https://www.capterra.ca/software/167497/macaw) — 3.6/5 (22 reviews) — Macaw supports end to end operations for Brokers and MGAs with robust and flexible CRM, product definition and underwriting components.
3. [GO-INSUR](https://www.capterra.ca/software/190680/go-insur) (0 reviews) — Agile cloud platform for commercial brokers \& MGAs. Launch niche products fast, automate quote-and-bind, and manage policy lifecycles.
4. [BindHQ](https://www.capterra.ca/software/148106/bindhq) — 4.3/5 (12 reviews) — BindHQ’s lightning-fast, modern, agency operating system enables technology-driven MGAs, MGUs \& Wholesalers to bind more business
5. [EASA](https://www.capterra.ca/software/200515/easa-cpq) — 4.3/5 (14 reviews) — Turn Excel spreadsheets into secure web apps with full functionality, control, and compliance.
6. [A1 Tracker](https://www.capterra.ca/software/166909/a1-tracker) — 4.9/5 (81 reviews) — Insurance software designed to meet unique business needs, bring value to your business, \& streamline insurance management.
7. [Bitrix24](https://www.capterra.ca/software/113540/bitrix24) — 4.2/5 (1005 reviews) — Bitrix24 is \#1 free insurance agency management platform used by 15 million teams. Cloud, mobile, and open source.
8. [EngageBay CRM](https://www.capterra.ca/software/178819/engagebay-marketing) — 4.6/5 (912 reviews) — AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.
9. [Jenesis Software](https://www.capterra.ca/software/119068/jenesis-software) — 4.7/5 (284 reviews) — Jenesis offers an insurance agency management system, website design, and digital marketing services to insurance agencies.
10. [ePayPolicy](https://www.capterra.ca/software/198072/epaypolicy) — 4.9/5 (258 reviews) — Faster, Easier, Integrated Insurance Payment Services
11. [Adaptive from Workday](https://www.capterra.ca/software/130072/adaptive-insights) — 4.5/5 (235 reviews) — Workday Adaptive Planning is a financial planning and analysis platform for businesses of all sizes.
12. [Indio](https://www.capterra.ca/software/178007/indio) — 4.5/5 (230 reviews) — Indio simplifies the P\&C insurance application and renewal process for agents by creating a fully digital, modern customer experience.
13. [Creatio AI CRM](https://www.capterra.ca/software/130149/bpm-online-crm) — 4.7/5 (151 reviews) — Best-in-class financial services CRM and workflow platform with no-code and AI at its core.
14. [NowCerts](https://www.capterra.ca/software/132779/nowcerts) — 4.8/5 (150 reviews) — Momentum AMP (Agency Management Platform), a comprehensive experience designed to support you at every turn.
15. [AgencyBloc AMS+](https://www.capterra.ca/software/105829/agencybloc-for-health-life-insurance) — 4.7/5 (129 reviews) — The \#1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
16. [Agency Matrix](https://www.capterra.ca/software/50949/agency-matrix) — 3.7/5 (103 reviews) — Agency Matrix helps personal lines agencies streamline tasks, boost efficiency, and manage more clients.
17. [EZLynx](https://www.capterra.ca/software/102928/ezlynx) — 3.7/5 (75 reviews) — EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle.
18. [Health Cloud](https://www.capterra.ca/software/172299/health-cloud) — 4.4/5 (69 reviews) — Health Cloud is a HIPAA-compliant tool that helps healthcare providers \& payers streamline relationships and personalize patient care.
19. [HawkSoft CMS](https://www.capterra.ca/software/79412/hawksoft-cms) — 4.5/5 (64 reviews) — Our unique partnership philosophy drives our systems 97% recommendation rate and 18-year average agency retention.
20. [Compulife Quote Software](https://www.capterra.ca/software/81783/compulife-quote-software) — 4.9/5 (61 reviews) — Life insurance quoting tool that helps agents create quotes for their clients via their websites, mobile devices, \& PCs.
21. [Vertafore AMS360](https://www.capterra.ca/software/113472/vertafore-ams360) — 3.5/5 (59 reviews) — Cloud-based insurance management solution that enables independent agents, brokers, and others to manage customer base, risks and more.
22. [Sage HR Suite](https://www.capterra.ca/software/1072286/Sage-HR-Suite) — 4.2/5 (57 reviews) — The Sage HR Suite is a legally compliant solution for payroll accounting and HR processes that covers the entire employee lifecycle
23. [AgentExpress](https://www.capterra.ca/software/144807/acaexpress) — 4.6/5 (56 reviews) — Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
24. [Anagram](https://www.capterra.ca/software/176989/anagram) — 4.7/5 (56 reviews) — Anagram delivers eligibility, benefits, and claims for vision insurance patients, in-network and out-of-network, in one simple platform
25. [Commission Tracker](https://www.capterra.ca/software/88991/commission-tracker-for-insurance) — 4.7/5 (50 reviews) — Tracks and reports all commissions, bonuses and overrides due to each agent as well as policy and agent information.

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## Related Categories

- [Commercial Insurance Software](https://www.capterra.ca/directory/31283/commercial-insurance/software)
- [Insurance Policy Software](https://www.capterra.ca/directory/20036/insurance-policy/software)
- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)
- [Commission Software](https://www.capterra.ca/directory/30200/commission/software)
- [Claims Processing Software](https://www.capterra.ca/directory/30029/claims-processing/software)

## Links

- [View on Capterra](https://www.capterra.ca/directory/20035/insurance-agency/software)
- [All Categories](https://www.capterra.ca/directory)

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With a daily dashboard, role-based views, and automated end-of-day processes, Agency Matrix gives personal lines brokers the visibility and control they need to deliver fast, reliable service and maintain strong client relationships.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3c38b6ff-182a-4f37-9675-f754831a4053.png","url":"https://www.capterra.ca/software/50949/agency-matrix","@type":"ListItem"},{"name":"EZLynx","position":17,"description":"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.\n\nEZLynx Rating Engine\nEZLynx 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. \n\nEZLynx Management System\nEZLynx 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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/691cad9f-de32-456e-aebe-543f411fa701.png","url":"https://www.capterra.ca/software/102928/ezlynx","@type":"ListItem"},{"name":"Health Cloud","position":18,"description":"See how Salesforce Health Cloud can engage members throughout their healthcare journey. Discover how to personalize care, streamline authorization requests with utilization management, and promote collaboration to achieve the best member outcomes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5e707b7d-1625-4687-beb0-d7b74bc84700.png","url":"https://www.capterra.ca/software/172299/health-cloud","@type":"ListItem"},{"name":"HawkSoft CMS","position":19,"description":"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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5adba9e9-d521-4cd0-823d-4b336b16d729.png","url":"https://www.capterra.ca/software/79412/hawksoft-cms","@type":"ListItem"},{"name":"Compulife Quote Software","position":20,"description":"Life insurance quoting tool that helps agents create, process, and manage coverage quotes in batches and embed them across websites, mobile devices, & PCs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/af1f1ec9-8baf-478c-ae20-9dee61dbbc60.png","url":"https://www.capterra.ca/software/81783/compulife-quote-software","@type":"ListItem"},{"name":"Vertafore AMS360","position":21,"description":"Cloud-based insurance management solution that enables independent agents, brokers and businesses of all sizes to manage workflows, customer renewals and retention, risks, regulatory transactions and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0cbe8db1-62bb-4a09-bc5d-0b8624cadbbd.png","url":"https://www.capterra.ca/software/113472/vertafore-ams360","@type":"ListItem"},{"name":"Sage HR Suite","position":22,"description":"The Sage HR Suite is a complete solution for sophisticated payroll accounting and all HR processes and is particularly suitable for small and medium-sized companies in all sectors. With the Sage HR Suite, you always handle your payroll accounting in a legally compliant and secure manner in accordance with all legal requirements. Thanks to the central database, no additional interfaces are required, which enables efficient and seamless handling of all HR processes. The solution, which was developed entirely in Germany, also automates recurring tasks such as vacation requests and sickness notifications, reducing the workload for the HR team and the entire company. Thanks to its modular structure, the software can be adapted step by step to individual requirements and offers the flexibility and scalability that growing companies need.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1420f759-ae90-4feb-a9b4-8499b13d935d.png","url":"https://www.capterra.ca/software/1072286/Sage-HR-Suite","@type":"ListItem"},{"name":"AgentExpress","position":23,"description":"Enroll Your Clients for ACA Plans in 5 Minutes or Less!\n\nACAExpress.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.\n\nWe 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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/19cab4d9-09c0-4240-998a-bfa3ee46a3cf.png","url":"https://www.capterra.ca/software/144807/acaexpress","@type":"ListItem"},{"name":"Anagram","position":24,"description":"Anagram is an all in one vision insurance software platform that helps healthcare providers and patients access in-network out-of-network benefits in minutes and submit claims online. No more dealing with insurance companies by phone or submitting claims by paper. \n\nAnagram allows eye care providers to navigate all vision plans in a single software tool delivering eligibility, benefits, and claims for vision plans so that you can focus on patient care instead of vision insurance administration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ccb02dac-b0f2-4b87-8525-3e655025b712.png","url":"https://www.capterra.ca/software/176989/anagram","@type":"ListItem"},{"name":"Commission Tracker","position":25,"description":"Commission Tracker software is designed specifically for insurance agencies like yours. With Commission Tracker, you can easily track commissions, manage sales data, generate reports, and automate processes, saving you time and effort.\nHere are just a few of the benefits of using Commission Tracker:\n· Streamline your commission tracking process\n· Save time and increase efficiency\n· Easily manage sales data and generate reports\n· Automate processes to reduce errors","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3e39b3e0-c132-4c0f-a3f4-1d5d67acecb3.png","url":"https://www.capterra.ca/software/88991/commission-tracker-for-insurance","@type":"ListItem"}],"numberOfItems":25}
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