Best Health Insurance Software

How Many Health Insurance Software Products Does G2 Track?

Total Products under this Category: 29

Category Stats (Nov 2026)

  • Average Rating: 4.07/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: NextAgency (+0.08%) - Among all products in this category, NextAgency recorded the largest rating increase compared to last month

Last updated: November 04, 2026

How Does G2 Rank Health Insurance Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 0+ Authentic Reviews
  • 29+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

AgencySmart

AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable. CONTACT OR SCHEDULE A DEMONSTRATION HERE --> https://agencysmart.com/schedule-a-demonstration/

Average Rating: 4.8/5.0

Total Reviews: 38

How Do G2 Users Rate AgencySmart?

  • Cloud: 9.7/10 (Category avg: 8.8/10)
  • Automation: 9.3/10 (Category avg: 6.4/10)
  • Client Portal: 9.6/10 (Category avg: 6.5/10)
  • Alerts and Notifications: 9.0/10 (Category avg: 6.3/10)

Who Is the Company Behind AgencySmart?

Who Uses This Product?

  • Top Industries: Insurance
  • Company Size: 95% Small, 3% Large

What Do G2 Reviewers Say About AgencySmart?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in AgencySmart exceptional, facilitating straightforward navigation and efficient client tracking.
  • Users appreciate the effective training support from AgencySmart, finding it helpful for team onboarding and problem resolution.
  • Users appreciate the simple and straightforward activities management that effectively tracks clients and their contributions.
  • Users appreciate the user-friendly navigation of AgencySmart, making it easy to access and utilize features.
  • Users value the simple and straightforward system for effectively tracking clients and insurance information.
Cons
  • Users face data entry issues due to incomplete plan pre-population, requiring manual input which is time-consuming.
  • Users find manual editing difficult as not all plans are pre-populated, leading to extra work.

What Are Recent G2 Reviews of AgencySmart?

What Are G2 Users Discussing About AgencySmart?

SimplyInsured

SimplyInsured is a simple online health insurance for small businesses.

Average Rating: 1.2/5.0

Total Reviews: 5

How Do G2 Users Rate SimplyInsured?

  • Cloud: 6.7/10 (Category avg: 8.8/10)
  • Automation: 0.0/10 (Category avg: 6.4/10)
  • Client Portal: 0.0/10 (Category avg: 6.5/10)
  • Alerts and Notifications: 0.0/10 (Category avg: 6.3/10)

Who Is the Company Behind SimplyInsured?

Who Uses This Product?

  • Company Size: 80% Small

What Are Recent G2 Reviews of SimplyInsured?

What Are G2 Users Discussing About SimplyInsured?

NextAgency

NextAgency is the insurance agency management system and CRM its customers would design. As a result, NextAgency ranks as the Best Life & Health Insurance Agency Management Software on the G2 Grid — and is the only platform in the Leaders quadrant of the G2 Grid® for Life & Health Insurance Agency Management. NextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It brings together CRM, marketing, business analytics, compliance tools, and optional commission tracking in a single platform. NextAgency is designed for the way life and health agencies work, not the way generic software assumes they do. Yet it is easy to customize for the way each specific agency works. Agencies use NextAgency to manage the full scope of their day-to-day work: - CRM and policy management: track prospects and clients, manage policies, and build sales pipelines customized for benefits, Medicare, and life insurance - Marketing and communication: send email campaigns and newsletters, launch drip marketing campaigns, sync with Gmail, Outlook and other email clients, and automate renewal reminders and follow-up tasks - Business analytics: over two dozen built-in reports covering book of business, policy renewals, agent activity, and commission reconciliation; understand pipelines through the pipeline view; and use the dashboard to quickly check the current status of key business items like open tasks, case status, and more - Compliance and document management: generate, collect, and store e-signatures on commission disclosure forms, ACA consent forms, and Medicare-required documentation - Commission tracking: import carrier statements, manage sub-agent splits, and generate producer commission reports through the optional NextCommission add-on The platform serves agencies from mom-and-pop shops to regional leaders and is in use across 37 states. NextAgency was launched in 2018 by a team of long-time industry leaders, including two past presidents of NABIP (formerly NAHU). NextAgency is privately owned, independently operated, and answers to its customers. NextAgency respects its customers. That is why it publishes its pricing on its website, provides a 30-day free trial, and offers a month-to-month subscription with no long-term contract required. The company enters into a mutual NDA with each customer. The NDA makes explicit that its customers own their clients’ data and that NextAgency will not market to agencies' prospects and clients. NextAgency’s effort to design the agency management and CRM platform its customers would build themselves is reflected in its reviews on rating sites. For instance, on G2, NextAgency earns 4.8 out of 5 overall, with customer support rated 9.9 out of 10 — the highest in the life and health insurance agency management category. Across G2 and Capterra, NextAgency’s ratio of positive to negative reviews is 6.2 to 1, a ratio greater than those of its peers. The platform integrates with Employee Navigator, BerniePortal, Ease, Intulse, Zapier, GReminder, and others. An interactive comparison tool at www.NextAgency.com allows agencies to evaluate features and pricing alongside leading competitors based on the factors users deem important.

Average Rating: 4.8/5.0

Total Reviews: 38

Who Is the Company Behind NextAgency?

  • Seller: Take 44, Inc.
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Simi Valley, California
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance
  • Company Size: 89% Small, 11% Medium

What Do G2 Reviewers Say About NextAgency?

AI-generated summary from verified user reviews

Pros
  • Users value the exceptional customer support from NextAgency, which enhances their overall experience and adaptability.
  • Users value the ease of use of NextAgency, appreciating its intuitive design and comprehensive resources for daily tasks.
  • Users appreciate the efficient client management features of NextAgency, enjoying streamlined access to important information in one place.
  • Users value the comprehensive information in NextAgency, enabling them to stay organized and efficiently manage client data.
  • Users value the easy access to client information, enhancing organization and supporting individual and agency needs effectively.
Cons
  • Users find the complex process of NextAgency's features challenging, needing time to navigate effectively.
  • Users find the implementation process difficult, which hampers their overall experience with NextAgency.
  • Users find the lack of user-friendliness on smaller screens frustrating, impacting their overall experience with NextAgency.
  • Users report inaccurate availability in updates, leading to confusion and affecting their overall experience with NextAgency.
  • Users experience workflow inefficiency due to the complexity of features and the need for better customization options.

What Are Recent G2 Reviews of NextAgency?

What Are G2 Users Discussing About NextAgency?

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DocPlanning

We wanted to create a hassle-free way for busy doctors to identify and compare the best disability insurance at the best price. DocPlanning is comprised of industry leading independent brokers who specialize in own occupation disability insurance for doctors. We are a one-stop shop that makes disability insurance quick and easy to obtain.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate DocPlanning?

  • Cloud: 10.0/10 (Category avg: 8.8/10)
  • Automation: 10.0/10 (Category avg: 6.4/10)
  • Client Portal: 10.0/10 (Category avg: 6.5/10)
  • Alerts and Notifications: 10.0/10 (Category avg: 6.3/10)

Who Is the Company Behind DocPlanning?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of DocPlanning?

eHealthApp

eHealthApp provides agency-branded portals for insurance agents and brokers to allow employees of group customers the opportunity to complete health questionnaires, enrollment elections, and other forms online. The secure processes create efficiency for everyone involved – employees, employers, brokers, general agencies, and carriers.

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind eHealthApp?

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of eHealthApp?

What Are G2 Users Discussing About eHealthApp?

Alan

We are Alan, health insurance that keeps it simple.

Who Is the Company Behind Alan?

BA Insurance Systems

BAIS Insurance Technology, established in 1993, offers iBAIS, a comprehensive, cloud-based insurance platform designed to streamline operations for brokers, underwriting agencies, and insurers. iBAIS provides end-to-end solutions, including policy and claims management, trust accounting, and client portals, enabling users to manage their insurance processes efficiently from any location. Key Features and Functionality: - Policy and Claims Management: Facilitates seamless handling of policies and claims, ensuring accurate and efficient processing. - Trust Accounting and General Ledger: Offers robust financial management tools, including full general ledger capabilities and trust accounting, to maintain financial integrity. - Client Portals: Provides secure, user-friendly portals for clients to access their information and services. - Cloud-Based Access: Enables 24/7 access to the system from any location, supporting flexible and remote work environments. - Compliance and Reporting Tools: Includes powerful reporting features to meet regulatory requirements, such as APRA reporting and FSRA support. - Integration Capabilities: Seamlessly integrates with third-party applications like DEFT, BPay, Sunrise, OfficeTech, and OrganiseIT, enhancing operational efficiency. Primary Value and Solutions Provided: iBAIS addresses the complex needs of the insurance industry by automating routine tasks, reducing the risk of human error, and ensuring compliance with regulatory standards. Its cloud-based nature allows for flexible operations, enabling businesses to manage their processes from anywhere. By integrating various functionalities into a single platform, iBAIS enhances productivity, improves data accuracy, and allows insurance professionals to focus more on client service and less on administrative tasks.

Who Is the Company Behind BA Insurance Systems?

Cegedim Healthcare Insurance Management

A solution that meets these needs and supports global operations with multi-lingual, multi-currency and multi-branding capabilities, shortens time-to-market, drives innovation through product agility and responds quickly to regulatory changes.

Who Is the Company Behind Cegedim Healthcare Insurance Management?

  • Seller: Cegedim
  • HQ Location: Boulogne Billancourt, FR
  • LinkedIn® Page: www.linkedin.com
    687 employees on LinkedIn®

GoodHealth

GoodHealth is a comprehensive health and wellness application designed to empower users in managing their personal health effectively. The app offers a user-friendly interface that provides accurate and up-to-date health information, making it a valuable tool for individuals seeking to improve their well-being. Key Features and Functionality: - Symptom Checker: Users can input their symptoms to receive information on potential health conditions and appropriate over-the-counter medications, vitamins, and supplements. - Personalized Recommendations: The app offers tailored health advice based on user input, helping individuals make informed decisions about their health. - Health Tracking Tools: GoodHealth includes features to monitor various health metrics, enabling users to track their progress over time. - Educational Resources: The app provides access to a wealth of information on different health topics, aiding users in understanding and managing their health conditions. Primary Value and User Benefits: GoodHealth addresses the need for accessible and reliable health information, offering a platform where users can assess symptoms, receive personalized health recommendations, and track their health metrics. By consolidating these features into a single application, GoodHealth simplifies the process of health management, empowering users to take proactive steps toward improving their overall well-being.

Who Is the Company Behind GoodHealth?

HaelthTech

HǣlthTech is an advanced software company specialising in highly cost effective, flexible, web and mobile based health insurance and risk management systems for individual, insured group and self insured schemes.

Who Is the Company Behind HaelthTech?

Huli

Huli is a healthcare technology company that offers SaaS products and applications for individual healthcare professionals, hospital networks, insurance companies, or other health professional networks.

Who Is the Company Behind Huli?

  • Seller: Huli
  • Year Founded: 2012
  • HQ Location: United States
  • LinkedIn® Page: www.linkedin.com
    168 employees on LinkedIn®

Infermedica

Infermedica is a digital health company, providing AI-powered solutions for early symptoms assessment, digital triage and care navigation. Through its technology healthcare organizations can introduce solutions for symptoms checking, patient intake, follow-up, call center support and more. Infermedica’s Medical Guidance Platform is a Class IIb Medical Device under the MDR in the European Union, and is developed with recognized standards of quality and data protection, compliant with ISO, HIPAA, GDPR, SOC2. Infermedica develops a Medical Guidance Platform, accessible via API and iframe, that enables AI-driven early symptoms assessment, digital triage, and optimized care navigation. At the core of Infermedica’s technologies are its Medical Knowledge Base, Inference Engine and API gateway. Infermedica’s technologies can be used by healthcare providers, insurers, telemedicine companies, employers, pharma, technology providers, and governments to minimize inappropriate use of medical services, improve patient navigation, and user satisfaction. Infermedica has been adeptly interweaving cutting edge technologies, including AI, LLMs, and NLP, with the proven Medical Knowledge and Inference Engine that lies in the core of its technologies. Those technologies can be accessed through various touchpoints, including web, mobile, call centers, voice agents and chat bots. Infermedica’s solutions achieve 94% of accuracy. Infermedica is continuously working on the development of engaging and empathetic solutions, such as agentic AI, that bring medical benefits with full transparency of the underlying medical reasoning and data processing. Infermedica is used by over 100 healthcare organizations in over 30 countries, including leaders like Allianz Partners, Médis, Microsoft, Teladoc Health, and Sana Kliniken. It is available over 20 languages, and has completed more than 23 million successful health checks to date. Infermedica also provides Symptomate, a symptom checker free for individuals wishing to better understand their symptoms. Benefits of using Infermedica: - Providing patients with 24/7 care navigation - Connecting patients with variety of resources and services - Improving utilization of care at right levels - Increased adoption of digital health services - Supporting call center nurses and agents - Providing new, valuable data to EHR - Equipping physicians with up-to-date insights - Generating more time for patients who actually visit - Access to unique data that drives optimization - Easy integration to other systems and multi-agentic solutions - Access to certified medical technologies

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind Infermedica?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Infermedica?

InsightPro.ai

InsightPro is a workforce intelligence platform purpose-built for health plans to transform claims, QA, enrollment, provider maintenance, and customer service operations. By automating audits, identifying trends, managing workloads, and surfacing training needs in real time, InsightPro helps improve compliance, reduce rework, and strengthen operational performance through a single, integrated view of quality and workforce performance. Fewer silos. Fewer errors. Smarter healthcare analytics and operations. That’s InsightPro.

Who Is the Company Behind InsightPro.ai?

  • Seller: MDI NetworX
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Baltimore, US
  • LinkedIn® Page: www.linkedin.com
    545 employees on LinkedIn®
Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated October 3, 2024