Life and health insurance agency management software manages the back-office functions of life and health insurance providers. These solutions provide CRM, marketing, document management capabilities, and more to drive business growth.
Life and health insurance providers use these solutions as the central hub for their sales and marketing activities, and these systems act as a repository for all client-related information. Life and health insurance agency management software often includes insurance document management, task management, workflow management, contact management, and reporting functionality.
Life and health insurance agency management software can operate as a standalone solution, but often comes as part of insurance suites software.
To qualify for inclusion in the Life & Health Insurance Management category, a product must:
- Contain functionality specifically for the life and health insurance industries
- Manage all client relationships, including functionality for commission management and lead management
- Offer workflow management for insurance agents
- Report on insurance sales activities
- Integrate with other insurance tools