17 years helping Canadian businesses
choose better software
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. Read more Read less
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
Featured software
Most reviewed software
Explore the most reviewed products by our users on the Insurance Software
Local products for Canada
Filter Results (303)
Countries available
Countries where the product is available. Note: Customer support may not be accessible in that country.
Canada
Pricing Options
Product type
303 results
Sort by
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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document Management Software
All-Payer Real-time Patient Insurance Verification Solution including Patient Transparency Estimator and Insurance Coverage Discovery.
Learn more about pVerify
pVerify provides a leading SaaS platform focused on Patient Healthcare Insurance Eligibility and Benefits Verification via API, SFTP Batch Processing, and Secure Cloud Portal access methods, including ancillary RCM tools like Patient Estimator and Insurance Discovery. pVerify’s Suite of Solutions streamlines front-end insurance eligibility and benefits verification and maximizes back-end Claims and Billing cycle, increasing efficiency and optimizing revenue.
Learn more about pVerify
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document Management Software
Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely accessible web apps eliminating Excel chaos.
Learn more about EASA
EASA is a low code software platform that allows businesses to convert existing, complex macro/VBA enabled Excel spreadsheets used for critical applications such as CPQ, financial modeling, insurance raters and engineering calculators into secure, remotely accessible web apps that can be directly integrated with other systems such as CRM, ERP and databases eliminating the need to replace these with costly and often inflexible single purpose commercial or custom-coded tools.
Learn more about EASA
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document Management Software
Affordable, easy-to-use, and reliable, Core provides the full-suite of features needed to automate your agent’s commission payments.
Learn more about Core Commissions
Cut your workload by 85% by completely automating your agent’s commission payments.
Core Commissions provides an affordable, intuitive, and flexible commission management platform that is ideal for brokers working with multiple agents and carriers. Varying rates, commission splits, residuals, and chargebacks are calculated automatically within seconds with Core’s industry-leading rules engine.
Easily convert your carrier statements with Core’s data management features or setup an integration to have your data sync automatically. Additionally, Core’s web-based reporting portal gives your agents full visibility into their commission earnings.
Subscription packages are customizable, so you only pay for what you need, and Managed Services are available for a fully outsourced option.
Learn more about Core Commissions
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document Management Software
Dialer software built for high connect rates. Powering millions of conversations, averaging 10%+ call answer rates.
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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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+
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document Management Software
Sentry is the only developer-first app monitoring platform that gives real-time visibility into issues that matter to fix them faster.
For software teams, 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.
Loved by over 4 million developers and more than 100,000 organizations worldwide, Sentry provides code-level observability to many of the world’s best-known companies like Disney, Cloudflare, Eventbrite, Slack, Supercell, and Rockstar Games.
Learn more about Sentry
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document 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
...
Read more
Features
- Insurance Rating Software
- Activity Tracking
- Policy Management Software
- Self Service Portal
- Contact Management Software
- Audit Trail
- Workflow Management Software
- Quotes/Estimates
- Document Management Software
