Best Insurance Agency Management Systems - Page 12

InsurAI

InsurAMS

InsurAMS is a web-based agency management system for independent insurance agencies with 1-5 agents. It provides client and policy management, Certificate of Liability Insurance generation, renewal tracking with daily email alerts, CSV import from spreadsheets, document storage, multi-user team management with admin/agent roles, and a Zapier-compatible REST API. Pricing is $99/month per agency with unlimited users and a 30-day free trial.

Insurance Commission Tracker

Insurance.io

insurance.io is an insurance technology platform that enables marketplaces, carriers, and agencies to manage consumer insurance shopping, agent connectivity, and performance optimization across digital acquisition channels. The platform supports lead, call, and click-based workflows with configurable routing, reporting, and compliance tools. insurance.io is developed by SmartFinancial.com.

InsurancePlus

Robust software for underwriting, new business processing, policy services, billing, agent commissions, and claims adjudication.

Insuraxe Sales Tracking

Welcome to Insurance Sales Tracking Track, manage, and optimize your insurance sales with our powerful tools. Features Sales Performance Dashboard Get a real-time overview of your sales metrics and performance. Lead Management Efficiently manage and track your leads from initial contact to closing the sale. Policy Tracking Keep tabs on all your policy sales with ease and accuracy. Data Analytics Analyze sales trends and performance with comprehensive reports and insights. Custom Alerts Set up alerts for key events and deadlines to stay on top of your sales activities. Why Choose Us? User-Friendly Interface Intuitive design to make managing your sales data effortless. Secure and Reliable Your data is protected with top-notch security measures. Contact Us Email: inf@insuraxe.com Phone: 1-844-951-4411

Insure Assist AI

Insure Assist AI is an enterprise AI operations desk purpose-built for independent commercial insurance brokerages, agencies, and risk managers. Designed to eliminate operational friction and mitigate Errors and Omissions (E&O) liability, Insure Assist AI automates the end-to-end lifecycle of certificate of insurance (COI) issuance, carrier policy checking, and endorsement management. Powered by Becky—the industry’s premier AI insurance operations partner with a native insurance semantic layer—the platform ingests multi-line commercial policy packages up to 150MB in seconds. From complex declarations schedules to carrier endorsements, Insure Assist AI extracts limits, deductibles, effective dates, and policy conditions across Commercial General Liability (CGL), Commercial Auto, Workers’ Compensation, Property, and Commercial Umbrella lines with 99%+ accuracy. Key Platform Capabilities: • Instant ACORD 25 & ACORD 28 Issuance: Generate verified, audit-ready official certificates of liability insurance and evidence of commercial property in under 30 seconds. • Intelligent Description of Operations Drafting: Automatically synthesize compliant Box 101/Box 31 wording with verified legal phrasing, eliminating manual data entry while matching contractual requirements. • Automated Endorsement Bundling: Intelligently attach and cross-reference critical ISO endorsements—including CG 20 10 (ongoing), CG 20 37 (completed operations), CG 20 38, CA 20 48, and Waiver of Subrogation forms—directly to issued certificates. • Bulk Certificate Holder Management: Seamlessly import, deduplicate, and reconcile thousands of certificate holders via automated CSV intake and directory merge tools. • Coverage Deficit & E&O Safeguards: Scan contract requirements against bound policies to flag limit shortfalls (e.g., $5M Umbrella mandates) and turn compliance dead-ends into actionable producer up-sells. • 24/7 Mobile Client Self-Service: Empower commercial contractors and policyholders with secure, passwordless Magic Link portals to pull approved certificates on demand from job sites. Built natively on Google Cloud Platform (GCP) with enterprise-grade tenant isolation, Insure Assist AI enforces application-layer authorization, PostgreSQL Row-Level Security (RLS), and strict data confidentiality standards—guaranteeing zero AI model training on proprietary agency files. Integrating alongside modern Agency Management Systems (AMS), Insure Assist AI enables commercial brokerages to scale client capacity, reduce turnaround times from hours to seconds, and eliminate operational overhead without adding payroll.

InsureCert

InsureCert features an integrated Insurance Wallet, using blockchain technology, which allows insureds to self-manage certificates, buy coverage and make claims via mobile application.

InsuredHQ

InsuredHQ is a New Zealand-based developer of software solutions for insurers, agents and brokers. The InsuredHQ platform has a customer-facing online quoting system and includes complete back-office functions (policy management, claims, accounts and document production), plus full integration with Xero, the online accounting system. It is also fully and uniquely configurable, allowing complete customisation for each client - without the big price tag. InsuredHQ has been specifically designed to be attractive to the SME market worldwide, emerging markets and the microinsurance market - and anyone else who wants to escape open-ended implementation charges, user licence fees and annual maintenance and support costs. Sound interesting? Please see our website for more information, or email us at contact@insuredhq.com for a demonstration of how InsuredHQ can help you grow your business.

InsureGrades

InsureGrades is a directory of licensed insurance agents, where verified agents are checked against the National Insurance Producer Registry (NIPR) and rated by their clients. Consumers use it free to find, compare and rate agents. Producers subscribe to claim their listing, get a NIPR-verified badge, receive quote requests that are never resold, monitor their licenses every business day, track continuing education, keep E&O and other credentials in a vault, and research prospects across 826,000+ employer benefit plans, nearly 2 million motor carriers, 1.9 million healthcare organizations and more. Agencies can put every producer on one bill at the same per-seat price with a team compliance view. Plans from $29.99 a month, no contracts.

InsureLiv

AI-powered insurance distribution platform for Brokers

Insureops

Insureops is enterprise resource planning software that unifies insurance distribution operations. It centralizes policy management, commission tracking, lead administration, and team coordination through a single dashboard. Policies can be added individually or in bulk to minimize manual data entry. The system manages policy issuance, claims, endorsements, cancellations, and document tracking from one location. Renewal management includes automated tracking, notifications, and bulk processing. Commission automation handles complex calculation rules across insurers and agents for accurate payouts. The leads management module captures, assigns, and tracks leads while monitoring sales performance. Regulatory reporting automates compliance submissions, and analytics provide insights through customizable dashboards. The platform features enterprise-grade security and scales as operations grow across customers, products, and teams.

InsurGrid

The way to buy and sell insurance is broken — we're on a mission to change this. We make simple user experiences and meaningful products to help agents win. InsurGrid lets you instantly collect your client’s dec pages and insurance information to prepare a new quote without all the emailing back and forth. Make buying insurance effortless for your clients with InsurGrid. InsurGrid is the tool for agents to automate the way they collect personal lines dec policy summaries from their prospects!

Irys Insurtech

Irys is a cloud-based open API software platform for insurance distribution with revolutionary relationship and analytics visualization, with a focus on collaboration across departments and locations. With intuitive user interfaces, Irys can handle even the most complex commercial risks by leveraging automated workflows powered by AI, that save users time and clicks. Irys is everything legacy technology can never be.

ISi

Modotech’s ISi is a modern, end-to-end policy administration software that gives P&C carriers and MGAs the technological agility of an industry giant. Built on a single, unified codebase, ISi uses highly configurable, table-driven rules to automate the entire policy lifecycle. From seamless third-party integrations and agent downloads to secure policyholder portals, ISi eliminates administrative bottlenecks, drastically lowers IT costs, and empowers you to bring any new product to market fast.

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