# Best Other Insurance Software for Medium-Sized Businesses *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)* Products classified in the overall Other Insurance category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Other Insurance to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Other Insurance category. In addition to qualifying for inclusion in the Other Insurance Software category, to qualify for inclusion in the Medium-Sized Business Other Insurance Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. ## G2 Grid® for Other Insurance Software ![G2 Grid® for Other Insurance Software plotting products by satisfaction and market presence](https://www.g2.com/categories/other-insurance/grids.png?focus%5B%5D=112164&focus%5B%5D=67187&focus%5B%5D=130852) Highlighted products: ImageRight, Indio, and WorkSmart. Underlying data: [Grid® JSON](https://www.g2.com/categories/other-insurance/grids.json?focus%5B%5D=imageright&focus%5B%5D=indio&focus%5B%5D=worksmart&segment=mid-market) ## How Many Other Insurance Software Products Does G2 Track? **Total Products under this Category:** 206 ### Category Stats (Jul 2026) - **Average Rating**: 4.44/5 The average rating of products in this category, based on all submitted ratings *Last updated: July 14, 2026* ## How Does G2 Rank Other Insurance Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 600+ Authentic Reviews - 206+ 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. ## What Are the Top-Rated Other Insurance Software Products in 2026? ### 1. [ImageRight](https://www.g2.com/products/imageright/reviews) ImageRight® is an intelligent information management (IIM) platform that combines enterprise content management (ECM) and workflow automation into one solution, allowing claims and underwriting professionals to streamline their daily tasks. ImageRight helps carriers and managing general agents (MGAs) manage their documents and orchestrate their workflows so they can focus on the work and tasks that matter most. With its modern UI, standardized processes, and intelligent workflows, ImageRight boosts efficiency, keeps files organized, supports better data quality, and helps eliminate the insurance distribution drag that slows work across the insurance lifecycle. By accelerating how information, documents, and decisions move through underwriting, claims, and operations, ImageRight helps organizations achieve greater Distribution Velocity. Key use cases for ImageRight include managing insurance claims, facilitating communication between departments, and organizing documentation. The software automates routine tasks, significantly reducing the need for repetitive data entry and minimizing the risk of errors. By standardizing workflows, ImageRight helps organizations implement best practices and ensure compliance with industry regulations. This not only enhances the quality of service provided to clients but also allows insurance professionals to focus on more strategic initiatives. ImageRight features include: • Efficient task tracking. Get the right work to the right person at the right time and see real-time updates on progress. • Content and process automation. Reduce manual work and automate document-driven processes. Put your team to work on more strategic tasks. • Real-time insights. See how work is moving and where it’s getting stuck. Understand who is finishing tasks and who needs support. • Modern user interface. Stay on top of workflows with a simple interface. Help your team tackle tasks without much training. • Cloud support. Access ImageRight anywhere, anytime, and trust that security and compliance are always up to date. • Best practices. Analyze your work in real time and build custom workflows based on industry best practices. ImageRight gives users tools to organize and markup documents, so it fits any MGA or carrier system, helping teams cut clicks, save time, and bring out their best work. By reducing manual handoffs and creating more connected workflows, ImageRight helps organizations move faster with greater consistency and control. ImageRight is part of Vertafore’s comprehensive suite of solutions for carriers and MGAs, designed to integrate with the tools they rely on across their business. With access to hundreds of APIs, MGAs and carriers are in control to use ImageRight with Vertafore solutions, in-house applications, and third-party tools. Together, these connected systems provide the core digital foundation organizations need to reduce friction, adapt faster, and achieve Distribution Velocity. **Average Rating:** 4.4/5.0 **Total Reviews:** 123 **How Do G2 Users Rate ImageRight?** - **Ease of Use:** 8.5/10 (Category avg: 9.1/10) - **Quality of Support:** 8.3/10 (Category avg: 9.0/10) **Who Is the Company Behind ImageRight?** - **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore) - **Year Founded:** 1969 - **HQ Location:** Denver, CO - **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,039 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 51% Mid-Market, 28% Enterprise #### What Are Recent G2 Reviews of ImageRight? **"[Flexible Task Management with Learning Challenges](https://www.g2.com/survey_responses/imageright-review-12636583)"** **Rating:** 5.0/5.0 stars *— James J.* [Read full review](https://www.g2.com/survey_responses/imageright-review-12636583) --- **"[Streamlines Document Management with Ease](https://www.g2.com/survey_responses/imageright-review-12630962)"** **Rating:** 5.0/5.0 stars *— Shasta S.* [Read full review](https://www.g2.com/survey_responses/imageright-review-12630962) --- #### What Are G2 Users Discussing About ImageRight? - [What sells vertafore?](https://www.g2.com/discussions/what-sells-vertafore) - [What is ImageRight desktop?](https://www.g2.com/discussions/what-is-imageright-desktop) - 2 comments - [How does ImageRight work?](https://www.g2.com/discussions/how-does-imageright-work) - 1 comment - [What is ImageRight used for?](https://www.g2.com/discussions/what-is-imageright-used-for) - 3 comments ### 2. [Indio](https://www.g2.com/products/indio/reviews) Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded with a library of 10,000 digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing. **Average Rating:** 4.5/5.0 **Total Reviews:** 129 **How Do G2 Users Rate Indio?** - **Ease of Use:** 8.9/10 (Category avg: 9.1/10) - **Quality of Support:** 9.1/10 (Category avg: 9.0/10) **Who Is the Company Behind Indio?** - **Seller:** [Indio Technologies](https://www.g2.com/sellers/indio-technologies) - **Year Founded:** 2016 - **HQ Location:** San Francisco, California - **Twitter:** @useindio (140 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/12895231/ (64 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Manager, Commercial Lines Account Manager - **Top Industries:** Insurance - **Company Size:** 51% Small-Business, 46% Mid-Market #### What Are Recent G2 Reviews of Indio? **"[Indio Saves Me Time with Year-Over-Year Prefill](https://www.g2.com/survey_responses/indio-review-13119523)"** **Rating:** 5.0/5.0 stars *— Yvonne R.* [Read full review](https://www.g2.com/survey_responses/indio-review-13119523) --- **"[Great e-signature platform](https://www.g2.com/survey_responses/indio-review-10595060)"** **Rating:** 4.5/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/indio-review-10595060) --- #### What Are G2 Users Discussing About Indio? - [What is Indio used for?](https://www.g2.com/discussions/what-is-indio-used-for) ### 3. [WorkSmart](https://www.g2.com/products/worksmart/reviews) WorkSmart® is a workflow automation and enterprise content management (ECM) solution designed by insurance professionals for insurance agencies. WorkSmart helps agencies eliminate Insurance Distribution Drag by automating workflows, improving visibility, and streamlining agency operations so the right work moves to the right person at the right time. Integrated enterprise content management capabilities keep documents organized and connected to business processes, helping agencies adapt faster, work smarter, and achieve greater Distribution Velocity. WorkSmart is designed to integrate with agency management systems to provide maximum visibility and efficiency by freeing up task capacity through workflows that streamline agency processes. Using file-based document management and Big “I” best-practice workflows, WorkSmart helps agencies reduce manual effort, improve consistency, and accelerate servicing and operations across the business. Easy-to-use advantages • Stay flexible. WorkSmart’s cloud-based platform is available anytime, anywhere, so agents can access information and administrators can track work from home, the office, or in the field. • Start working fast. A modern interface and intuitive workflows make everyone’s job easier and let users get up and running quickly with minimal training or downtime. • Connect your business. Limit extra clicks and avoid work interruptions by accessing core business tools like Microsoft, Adobe, and other business-critical applications through APIs. Integrations with AMS360®, Sagitta®, and BenefitPoint® make it easy to find and share information without switching programs, creating more connected workflows across the agency. Business intelligence features • Track work. WorkSmart helps users understand where processes work and where bottlenecks create friction by showing the flow of tasks in real time. • Work process dashboards. Analyze how and when work is getting done. Filter configurations help users drill down into business data, identify opportunities to improve efficiency, and make informed strategic decisions. • Manage workloads. Balance tasks and assignments across teams to support staff, improve productivity, and keep work moving. Managers gain visibility into team performance, helping reduce bottlenecks and limit burnout. Compliance and security • Avoid weak passwords. Vertafore Single Sign-on (VSSO) provides secure logins to all Vertafore products. Authorized users can verify their credentials using Multi-Factor Authentication (MFA). • Limit data leaks. Configure users’ access to data and information with permission controls, ensuring only the right people can view or edit content. • Stay up to date. Get peace of mind knowing information is current, compliant, and secure with automatic version updates. WorkSmart is part of Vertafore’s connected ecosystem of solutions designed to help agencies adapt faster and grow smarter. By automating workflows, improving operational visibility, and reducing manual handoffs, WorkSmart provides a core digital foundation that helps agencies remove friction from servicing and operations and achieve Distribution Velocity. **Average Rating:** 4.1/5.0 **Total Reviews:** 25 **How Do G2 Users Rate WorkSmart?** - **Ease of Use:** 7.3/10 (Category avg: 9.1/10) - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) **Who Is the Company Behind WorkSmart?** - **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore) - **Year Founded:** 1969 - **HQ Location:** Denver, CO - **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,039 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Insurance - **Company Size:** 52% Mid-Market, 40% Small-Business #### What Are WorkSmart's Pros and Cons? **Pros:** - Ease of Use (4 reviews) - Workflow Efficiency (3 reviews) - Organization (2 reviews) - Comprehensive Information (1 reviews) - Download Efficiency (1 reviews) **Cons:** - Learning Curve (3 reviews) - Complex Process (2 reviews) - Connectivity Issues (1 reviews) - Workflow Inefficiency (1 reviews) ### What Do G2 Reviewers Say About WorkSmart? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in WorkSmart, highlighting efficient document management and streamlined workflows. - Users value the **workflow efficiency** of WorkSmart, highlighting significant time savings and improved document management. - Users appreciate the **organization features** of WorkSmart, highlighting easy document retrieval and a user-friendly interface. - Users value the **comprehensive information** provided by WorkSmart, making it easier to locate essential details efficiently. - Users love the **download efficiency** of WorkSmart, allowing easy viewing of documents without extra tabs. **Cons:** - Users find the **steep learning curve** challenging, requiring additional training and frequent reinstallation for optimal performance. - Users find the **initial configuration process complex** , leading to challenges before experiencing smoother usage afterward. - Users face **connectivity issues** with WorkSmart, requiring frequent reinstallation and admin training for effective use. - Users report **workflow inefficiency** , experiencing duplicate efforts that hinder productivity and complicate processes. #### What Are Recent G2 Reviews of WorkSmart? **"[Streamlined Workflow Management with Room for Improvement](https://www.g2.com/survey_responses/worksmart-review-12630518)"** **Rating:** 4.5/5.0 stars *— Terry B.* [Read full review](https://www.g2.com/survey_responses/worksmart-review-12630518) --- **"[Refined Document Management, Great Workflow Capabilities](https://www.g2.com/survey_responses/worksmart-review-12636520)"** **Rating:** 4.5/5.0 stars *— Robert T.* [Read full review](https://www.g2.com/survey_responses/worksmart-review-12636520) --- ## What Is Other Insurance Software? [Insurance Software](https://www.g2.com/categories/insurance)