Introducing G2.ai, the future of software buying.Try now

Best Property & Casualty Insurance Agency Management Software

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Property and casualty insurance agency management software manages the back-office functions of property and casualty insurance providers. These solutions provide contact management and marketing features to drive business growth. Property and casualty insurance agency management solutions are very similar in functionality to both general insurance agency management software as well as life and health insurance management software, but are tailored specifically for the life and health industries.

Property and casualty insurance providers use these solutions as the central hub for their sales and marketing activities, and these systems house all company contacts and client-related information. Property and casualty insurance agency management software often includes document management, sales and marketing-related task management, workflow management, client and contact management, and sales reporting functionality.

Property and casualty insurance agency management software can be implemented as a standalone solution, but is often a part of insurance suites software. These solutions also typically integrate with or provide functionality similar to marketing automation software.

To qualify for inclusion in the Property & Casualty Insurance Agency Management category, a product must:

Be tailored for use by property and casualty insurance providers
Manage client and contact related data
Offer reporting tools
Contain workflow management tools for insurance agents
Show More
Show Less

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

Coming Soon
Get Trending Property & Casualty Insurance Agency Management Products in Your Inbox

A weekly snapshot of rising stars, new launches, and what everyone's buzzing about.

Sample Trending Products Newsletter
No filters applied
14 Listings in Property & Casualty Insurance Agency Management Available
Entry Level Price:Starting at $275.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Agency Operating System for Technology Driven MGAs, Wholesale Brokerages and MGUs. Bind More Business with BindHQ - BindHQs lightning-fast, modern agency operating system enables MGAs, MGUs & W

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 82% Mid-Market
    • 18% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    BindHQ
    Year Founded
    2018
    HQ Location
    New York City, US
    Twitter
    @bindhq
    26 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Agency Operating System for Technology Driven MGAs, Wholesale Brokerages and MGUs. Bind More Business with BindHQ - BindHQs lightning-fast, modern agency operating system enables MGAs, MGUs & W

Users
No information available
Industries
  • Insurance
Market Segment
  • 82% Mid-Market
  • 18% Small-Business
Seller Details
Seller
BindHQ
Year Founded
2018
HQ Location
New York City, US
Twitter
@bindhq
26 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CRM made specifically for the Independent Insurance Broker

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CRM made specifically for the Independent Insurance Broker

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Betterview is a platform for drone-based property inspections.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2009
    HQ Location
    Barangaroo, AU
    LinkedIn® Page
    www.linkedin.com
    483 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Betterview is a platform for drone-based property inspections.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Year Founded
2009
HQ Location
Barangaroo, AU
LinkedIn® Page
www.linkedin.com
483 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OneShield provides browser-based solutions to automate the sales and service of insurance products for Personal, Commercial and Specialty lines.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    OneShield
    Year Founded
    1999
    HQ Location
    Marlborough, US
    LinkedIn® Page
    www.linkedin.com
    474 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OneShield provides browser-based solutions to automate the sales and service of insurance products for Personal, Commercial and Specialty lines.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
OneShield
Year Founded
1999
HQ Location
Marlborough, US
LinkedIn® Page
www.linkedin.com
474 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sonant AI is the leading voice AI receptionist and phone answering system for Property & Casualty (P&C) insurance agencies, independent insurance agents, and insurance brokers across the Unite

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Sonant AI
    HQ Location
    Palo Alto, US
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sonant AI is the leading voice AI receptionist and phone answering system for Property & Casualty (P&C) insurance agencies, independent insurance agents, and insurance brokers across the Unite

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Seller Details
Seller
Sonant AI
HQ Location
Palo Alto, US
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AdInsure Claims is a comprehensive, end-to-end solution designed to optimize the entire claims lifecycle—from First Notice of Loss (FNOL) to settlement, including recoveries and reinsurance. Advanced

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Adacta
    HQ Location
    Ljubljana, SI
    LinkedIn® Page
    www.linkedin.com
    224 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AdInsure Claims is a comprehensive, end-to-end solution designed to optimize the entire claims lifecycle—from First Notice of Loss (FNOL) to settlement, including recoveries and reinsurance. Advanced

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Adacta
HQ Location
Ljubljana, SI
LinkedIn® Page
www.linkedin.com
224 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Damco's comprehensive P&C insurance software assists property and casualty insurance companies, agents, brokers, and other stakeholders in managing their everyday business processes, data, product

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1996
    HQ Location
    Plainsboro, New Jersey
    Twitter
    @damcosol
    2,513 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,135 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Damco's comprehensive P&C insurance software assists property and casualty insurance companies, agents, brokers, and other stakeholders in managing their everyday business processes, data, product

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
1996
HQ Location
Plainsboro, New Jersey
Twitter
@damcosol
2,513 Twitter followers
LinkedIn® Page
www.linkedin.com
1,135 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    EbixAdvantage is a holistic, fully integrated enterprise insurance administration system for the Property and Casualty industry. Its comprehensive design allocates all the functionality i.e. needed to

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ebix
    Year Founded
    1976
    HQ Location
    Johns Creek, GA
    Twitter
    @EbixInc
    1,709 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,663 employees on LinkedIn®
    Ownership
    OTCMKTS: EBIXQ
Product Description
How are these determined?Information
This description is provided by the seller.

EbixAdvantage is a holistic, fully integrated enterprise insurance administration system for the Property and Casualty industry. Its comprehensive design allocates all the functionality i.e. needed to

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Ebix
Year Founded
1976
HQ Location
Johns Creek, GA
Twitter
@EbixInc
1,709 Twitter followers
LinkedIn® Page
www.linkedin.com
1,663 employees on LinkedIn®
Ownership
OTCMKTS: EBIXQ
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Insly Insurance Software Debt Management helps you manage overdue invoices by sending automatic reminders to clients.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Insly
    Year Founded
    2013
    HQ Location
    Warszawa, PL
    Twitter
    @insly_com
    2,189 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Insly Insurance Software Debt Management helps you manage overdue invoices by sending automatic reminders to clients.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
Insly
Year Founded
2013
HQ Location
Warszawa, PL
Twitter
@insly_com
2,189 Twitter followers
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IntelliXform™ is a highly configurable, secure, scalable, mobile and web portals platform for digital transformation in P&C insurance. It significantly boosts customer experience while enabling sa

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Oak Brook, Illinois
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IntelliXform™ is a highly configurable, secure, scalable, mobile and web portals platform for digital transformation in P&C insurance. It significantly boosts customer experience while enabling sa

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
HQ Location
Oak Brook, Illinois
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
0 ratings
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    P&C brokers and agents need to sell and service their small-midsize business books more efficiently. Layr is the innovative insurance platform that puts everyone on the path to success: brokers, c

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Layr
    Year Founded
    2016
    HQ Location
    Atlanta, US
    LinkedIn® Page
    www.linkedin.com
    50 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

P&C brokers and agents need to sell and service their small-midsize business books more efficiently. Layr is the innovative insurance platform that puts everyone on the path to success: brokers, c

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Layr
Year Founded
2016
HQ Location
Atlanta, US
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prime Insurance Suite (PRISE) is a fully developed, completely integrated, well configurable, synchronized P&C insurance industry solution.

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Prise
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prime Insurance Suite (PRISE) is a fully developed, completely integrated, well configurable, synchronized P&C insurance industry solution.

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Prise
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    RiskVille is a flexible scalable cloud solution for insurance companies, insurance brokers, insurance agencies, and captive managers with modules like: 1) CRM 2) Rating, Quoting, Policy Management,

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    RiskVille
    Year Founded
    2018
    HQ Location
    Blackrock, IE
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

RiskVille is a flexible scalable cloud solution for insurance companies, insurance brokers, insurance agencies, and captive managers with modules like: 1) CRM 2) Rating, Quoting, Policy Management,

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
RiskVille
Year Founded
2018
HQ Location
Blackrock, IE
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
0 ratings
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    VERMEG is an international software group, established in 1993, that operates across several lines of B2B services: pensions & insurance, wealth & asset management, financial & security ma

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    VERMEG
    Year Founded
    1993
    HQ Location
    AMSTERDAM, NL
    Twitter
    @vermeg
    598 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,197 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

VERMEG is an international software group, established in 1993, that operates across several lines of B2B services: pensions & insurance, wealth & asset management, financial & security ma

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
VERMEG
Year Founded
1993
HQ Location
AMSTERDAM, NL
Twitter
@vermeg
598 Twitter followers
LinkedIn® Page
www.linkedin.com
2,197 employees on LinkedIn®