Best Life & Health Insurance Agency Management Software

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: 39

AgencyBloc AMS+

AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention. Manage your company’s leads, prospects, and clients all in one centralized location. Convert more prospects and turn the dial up on your sales team’s initiatives with insurance-specific sales enablement tools. Then, close the loop and improve client retention with dedicated customer and policy management tools designed for the health, benefits, and senior market 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.

Average Rating: 4.7/5.0

Total Reviews: 42

iLife Technologies

iLife is the #1 life insurance CRM! iLife is a comprehensive insurance CRM that streamlines processes, optimizes team productivity, and increases sales performance. Agents benefit from our centralized task management, automated data collection, and reduced sales cycle timelines. Agencies using iLife manage teams more effectively, exceed sales targets, and benefit from high client satisfaction. iLife includes all the tools a life insurance agent needs to succeed: e-App, quoting tool, marketing tool, website builder, and marketing content library. Request a demo to see iLife in action!

Average Rating: 4.7/5.0

Total Reviews: 77

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

OnlineApplication Life + CRM

OA Life + CRM is a cloud-based platform for Irish financial advisors, wealth managers and life brokers. Digitize your business end to end — from the first client meeting to the annual review — standardising how advice is delivered through system-generated reports, investment simulations and compliant suitability documents. Built for the Irish market since 2005. Works with the providers, compliance rules and Central Bank requirements Irish advisors deal with every day. Core capabilities - Client CRM with segmentation, AUM dashboards and automated annual reviews - Digital fact-find, needs analysis and live protection quotes - Updated portfolio values for client investments & policies - Suitability statements, AML & PEP checks - Client portal for self-serve fact-find, risk profiling and secure document sharing - Integrations with Outlook, DocuSign and Cashcalc By the numbers 1,000+ broker users · 3 million applicants · €1.2 billion assets under management Data from Standard Life · Irish Life · Royal London · New Ireland · Aviva · Zurich · BCP · Davy To book a demo email sc@onlineapplication.io

Average Rating: 3.9/5.0

Total Reviews: 7

Gen4 Agency Management

An all-in-one agency software solution.

Average Rating: 3.9/5.0

Total Reviews: 5

1Fort

1Fort is an AI-driven platform designed to revolutionize the commercial insurance industry by automating the end-to-end process for insurance brokers. By leveraging advanced artificial intelligence, 1Fort streamlines tasks such as application completion, quote retrieval, coverage analysis, proposal generation, and client retention through proactive risk management. This comprehensive automation enables brokers to save significant time, enhance efficiency, and increase their bind rates. Key Features and Functionality: - Automated Submissions: 1Fort facilitates digital, single-entry applications with AI-powered autofill and accuracy checks, allowing brokers to handle a higher volume of submissions without additional resources. - Quoting Efficiency: The platform submits applications to over 500 direct markets across more than 300 coverages, providing brokers with instant quotes and AI-driven coverage comparisons. - Binding Process: 1Fort generates white-labeled proposals that include cross-sell and upsell recommendations, automates the collection of subjectivities, and supports e-signatures for insurance applications, simplifying the deal-closing process. - Billing Automation: The platform automates premium invoice generation, integrates premium financing agreements, and accepts various payment methods, thereby improving revenue streams and reducing administrative tasks. Primary Value and User Solutions: 1Fort addresses the inefficiencies in traditional insurance brokerage workflows by automating time-consuming tasks, thereby allowing brokers to focus on client relationships and business growth. Brokers using 1Fort have reported saving up to two hours per submission and achieving a 20% increase in bind rates. Additionally, the platform's risk management tools help businesses proactively identify vulnerabilities, reducing the likelihood of claims and potentially lowering insurance premiums. By integrating AI into the insurance process, 1Fort empowers brokers to provide faster, more accurate, and comprehensive coverage solutions to their clients.

AGEman Office

Life insurance agency back office system for new business, inforce, commission and agent compliance. Meets ACORD and CITS standards

AgencyCommand

AgencyCommand is a CRM and agency management platform built specifically for health and life insurance agencies. It brings lead management, pipelines, client and policy tracking, commissions, scheduling, training, communications, analytics, field operations, and AI-assisted workflows into one connected system. Agents can manage leads, clients, tasks, appointments, policies, calls, SMS, learning paths, and daily follow-up from a centralized dashboard, while agency leaders gain visibility into production, revenue, pipeline performance, agent activity, commissions, and operational metrics. Built from the ground up for insurance workflows, AgencyCommand is designed to replace disconnected tools with a more organized, efficient, and data-driven way to run an agency.

AgentCubed

SIMPLIFY THE OVERWHELMING with one powerful solution designed specifically for insurance carriers & brokerages in the health and P&C insurance markets. Telephone, direct mail and web lead integration. Automated lead distribution to call center, captive agents and broker agents. Integrated quoting. Enrollment solutions for all sales channels. Policy management and unrivaled dashboard and reporting.

Average Rating: 2.8/5.0

Total Reviews: 3

BenefitsGuide

BenefitsGuide streamlines the process of selling and servicing employee benefits from the perspective of the retail health insurance broker and the GA.

Breathe Life Digital Distribution Platform

Breathe Life is an enterprise Software-as-a-Service, or SaaS, platform for the life insurance industry. We provide insurers with a modern end-to-end platform that increases the speed of policy delivery and reduces operational costs for the distribution of financial security products. We believe that technology will help eliminate the financial insecurities of generations to come. Breathe Life is venture-backed by Real Ventures, Invest Quebec, Diagram Ventures and a variety of industry veteran angel investors from AXA, AIG, and RGA.

CareCycle

CareCycle is an advanced AI-driven platform designed to revolutionize patient care management by providing healthcare professionals with comprehensive tools to monitor, analyze, and enhance patient outcomes. By integrating cutting-edge artificial intelligence, CareCycle offers real-time insights and predictive analytics, enabling proactive interventions and personalized care plans. Key Features and Functionality: - Real-Time Patient Monitoring: Continuously tracks patient health metrics, ensuring timely detection of potential issues. - Predictive Analytics: Utilizes AI algorithms to forecast health trends, allowing for early intervention strategies. - Personalized Care Plans: Develops tailored treatment plans based on individual patient data and predictive insights. - Seamless Integration: Easily integrates with existing electronic health records (EHR) and healthcare systems for streamlined operations. - User-Friendly Interface: Offers an intuitive dashboard for healthcare providers to access and interpret patient data efficiently. Primary Value and Solutions: CareCycle addresses the critical need for proactive and personalized patient care in the healthcare industry. By leveraging AI-driven insights, it empowers healthcare providers to anticipate and mitigate health issues before they escalate, thereby improving patient outcomes and reducing hospital readmissions. The platform's seamless integration with existing systems ensures minimal disruption, while its user-friendly interface enhances operational efficiency. Ultimately, CareCycle transforms patient care management by enabling data-driven decisions and fostering a more responsive healthcare environment.

EbixEnterprise

EbixEnterprise is uniquely structured-in Business Blocks, allowing you to change coverage categories as your book of business changes. And every block is built on the powerful EbixEnterprise Claims LX Foundation, with online enrollment and eligibility management, remote access capabilities, and advanced reporting and business intelligence.

EZ-App

Trade paper for speed, convenience and improved accuracy when you use EZ-App. Desktop and mobile-friendly, the enhanced EZ-App is available for submitting the following applications: Protective Advantage Choice UL, Protective Custom Choice UL (10-30), Protective Classic Choice Term.