Check out our list of free Insurance Agency Management Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.
If you'd like to see more products and to evaluate additional feature options, compare all Insurance Agency Management Software to ensure you get the right product.
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 yo
AgencyBloc, the #1 Agency Recommended Management System, helps life and health insurance agencies grow their business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.
InsuredMine is a digital platform of integrated Technologies enabling Independent Agents & Carriers to offer Omni-channel experience to their clients. This help them grow their business by converting more leads, engagement with more contacts and retaining clients longer. The platform’s features include: CRM for Insurance Agents, Task Manager, Goal Management, Dashboard – Charts, widgets & KPI, Marketing Automation, Sales & Service Pipeline, Opportunities Management, Chat via App &
Agentero is the premier agency growth engine augmented by a powerful layer of client interaction tools. We empower independent insurance agents to thrive by converting existing data into actionable insights that enable them to maximize their earned revenue, saved time, and customer satisfaction. We’re on a mission to usher in a smarter, more intuitive insurance ecosystem by giving agents more control over how they approach the future.
Insurance agency management software is multiuse software designed to manage the operations of an insurance agency. These solutions provide back-office functionality as well as customer-facing features. The goal of an insurance agency management system is to provide a comprehensive solution that takes care of the majority of tasks required of an insurance agency.
Key Benefits of Insurance Agency Management Software
Insurance agency management software is vital for insurance agencies to consolidate their data, improve their operational efficiency, build strong customer relationships, generate reports, track claims, and more. The agency management system acts as the central hub for all insurance agency activities, including building and maintaining a client base and strong communication channels with those clients.
Consolidate Data — Insurance agencies have a lot of information on file. Insurance agency management systems make it easier to house a majority of agency information in a single location. These consolidated data sets help insurance providers with complex, data-driven tasks such as risk assessment, risk management, and fraud detection.
Marketing Automation — Many insurance agency management systems contain marketing automation features, which allow agencies to streamline marketing operations. These features enable insurance agencies to create campaigns that drive prospect collection, delivering proper messaging to the correct prospects at the right time. Instead of cold email campaigns or poorly timed off-message mass emails, agents can rely on the aid of their agency management system to streamline and improve their outreach to both prospective and current clients.
Lead Management — Lead management is a major reason why companies use agency management systems. Insurance agency management software can assist in managing a sales and prospecting process, which can be extremely time-consuming. Leads are key to this, so agency management systems contain lead management functionality to aid in the transition from marketing to sales activities in the sales funnel.
Insurance agencies are the companies who use insurance agency management software. Within the insurance agency itself, the sales team uses insurance agency management software the most, as it is vital to their function. This type of software is essentially a CRM and allows them to maintain accurate information about current clients and prospects that they can sell to.
Insurance agency management software often includes, but is not limited to, the following features:
CRM — Solutions in this category almost always contain CRM functionality, enabling users to connect with prospects, develop relationships with existing clients, and maintain strong communication channels with all contacts in their system.
Task Management — Task management functionality in these systems allows users to keep their tasks organized and their business running smoothly.
Claims Management — There are dedicated claims management solutions, but often insurance agency management software contains some claims management features like claims reporting, settlement workflows, and risk assessment.
Policy Management — This feature allows agents to manage client policies directly within the application.
Client Portal — This is a self-service portal through which clients can perform a multitude of tasks, from updating information to checking on their policy and more. As clients become more digitally connected than ever before, offering self-service options will be increasingly important.
Mobility — Certain insurance agency management platforms are now offering mobile versions of their applications. Both clients and agents can use the mobile application, which bolsters user engagement and ease of use on the go.
Payment Processing — Certain insurance agency management systems contain built-in payment processing functionality. This makes it much easier to streamline workflows and keep relevant information in a single system.
Accounting — Insurance agency management software sometimes contains basic accounting functionality.
Commissions — Commissions tracking is a key feature of insurance agency management systems. Insurance agency management systems with this feature will track who is owed what, depending on sales, throughout the measured time period.
Invoicing — Insurance agency management systems often have invoicing functionality so that billable actions can be invoiced directly to the client within a single system.