# Best Other Insurance Software

  *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)*

   The other insurance category encompasses products that deliver relevant functionality but do not align precisely with G2’s defined subcategories. This includes solutions with specialized, emerging, or cross-functional capabilities. These software solutions are designed to enhance various aspects of the insurance industry, from streamlining operations and automating workflows to improving client engagement and facilitating risk management. Key features often include data management, communication tools, task automation, and reporting capabilities. These products aim to increase efficiency, reduce errors, and ensure compliance with industry standards, ultimately supporting insurance professionals in delivering high-quality services and maintaining strong client relationships.

To qualify for inclusion in the Other Insurance category, a product must:

- Provide specialized or cross-functional capabilities that do not fit into existing insurance categories
- Offer features that enhance operational efficiency, client engagement, or risk management within the insurance industry




  
## How Many Other Insurance Software Products Does G2 Track?
**Total Products under this Category:** 208

### Category Stats (May 2026)
- **Average Rating**: 4.44/5
- **New Reviews This Quarter**: 44
- **Buyer Segments**: Mid-Market 47% │ Small-Business 40% │ Enterprise 13%
- **Top Trending Product**: ReferenceConnect AI (+0.078)
*Last updated: May 25, 2026*

  
## How Does G2 Rank Other Insurance Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 500+ Authentic Reviews
- 208+ 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.

  
## Which Other Insurance Software Is Best for Your Use Case?

- **Leader:** [ImageRight](https://www.g2.com/products/imageright/reviews)
- **Highest Performer:** [Ivans Download](https://www.g2.com/products/ivans-download/reviews)
- **Easiest to Use:** [Canopy Connect Insurance Data Intake](https://www.g2.com/products/canopy-connect-insurance-data-intake/reviews)
- **Top Trending:** [Policy Bazaar](https://www.g2.com/products/policy-bazaar/reviews)
- **Best Free Software:** [Canopy Connect Insurance Data Intake](https://www.g2.com/products/canopy-connect-insurance-data-intake/reviews)

  
  ## What Are the Top-Rated Other Insurance Software Products in 2026?
### 1. [ImageRight](https://www.g2.com/products/imageright/reviews)
  ImageRight® is insurance workflow software, claims software, and enterprise content management all in one, created by insurance professionals. ImageRight helps carriers and managing general agents (MGAs) streamline workflows so they can focus on and prioritize the work and tasks that matters most. With its modern UI, standardized processes, and intelligent workflows, ImageRight boosts efficiency and keeps files organized. 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. • Process automation. Cut out duplicate data entry and repetitive, manual tasks. 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 to cut clicks, save time, and bring out the best work. The vast majority of users agree: ImageRight allows them to get more done and helps them to be more organized. ImageRight is part of Vertafore’s comprehensive suite of solutions for MGAs and carriers. It is designed to integrate with the tools MGAs and carriers 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.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 123
**How Do G2 Users Rate ImageRight?**

- **Ease of Use:** 8.5/10 (Category avg: 9.2/10)
- **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/ (3,005 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Insurance
  - **Company Size:** 51% Mid-Market, 28% Enterprise


### 2. [leO](https://www.g2.com/products/leo-leo/reviews)
  LeO is an AI-driven sales platform designed specifically for commercial insurance agents, aiming to streamline lead generation and client management processes. By integrating advanced machine learning algorithms, LeO analyzes an agent's existing book of business and matches it with a vast database of over 40 million commercial prospects. This enables agents to identify and engage with high-quality leads tailored to their specific needs and preferences, significantly reducing the time spent on prospecting and allowing more focus on closing deals. Key Features and Functionality: - Advanced Filtering: Utilize over 150 filters to pinpoint leads based on location, industry, company size, compliance issues, insurance intelligence, renewal dates, and risk indicators. - Optimal Timing: Access a comprehensive renewal date database to schedule meetings at the most opportune moments, enhancing the likelihood of successful engagements. - Efficient Outreach: Employ AI-powered tools for personalized email campaigns, seamless CRM integration, and easy export of prospect lists, ensuring a streamlined workflow. - Pre-Meeting Preparation: Leverage LeO's intelligence to identify weaknesses and risks in current coverages, enabling the development of tailored alternative plans for potential clients. Primary Value and Solutions Provided: LeO addresses the common challenges faced by insurance agents, such as inconsistent and disorganized lead flow, by offering a centralized platform that simplifies lead capture, tracking, and follow-up. By automating the prospecting process and providing actionable insights, LeO empowers agents to respond faster, stay organized, and ultimately close more deals. The platform's AI-driven approach ensures smarter engagement, faster responses, and higher conversion rates, allowing agents to focus on revenue-generating tasks and achieve significant business growth.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 33
**How Do G2 Users Rate leO?**

- **Ease of Use:** 9.3/10 (Category avg: 9.2/10)
- **Quality of Support:** 8.9/10 (Category avg: 9.0/10)

**Who Is the Company Behind leO?**

- **Seller:** [LeO](https://www.g2.com/sellers/leo)
- **Year Founded:** 2018
- **HQ Location:** New York, NY
- **LinkedIn® Page:** https://www.linkedin.com/company/meetleo/ (147 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Insurance
  - **Company Size:** 94% Small-Business, 6% Mid-Market


#### What Are leO's Pros and Cons?

**Pros:**

- Ease of Use (1 reviews)
- Speed (1 reviews)
- User Interface (1 reviews)


### 3. [Quandri](https://www.g2.com/products/quandri/reviews)
  Quandri is an AI-powered renewal automation platform specifically designed for insurance agencies to streamline and enhance the renewal cycle. By automating the most time-consuming aspects of policy renewals, Quandri allows agents to focus on providing valuable advice to their clients rather than getting bogged down in administrative tasks. This innovative solution is tailored to meet the unique needs of insurance professionals, enabling them to operate more efficiently and effectively. The platform is particularly beneficial for insurance agencies of various sizes that seek to optimize their operations and improve client engagement. Quandri integrates seamlessly with popular agency management systems such as Applied Epic, AMS360, and HawkSoft, ensuring that users can leverage their existing tools without disruption. The automation capabilities of Quandri extend to analyzing every renewing policy, requoting at-risk policies, and generating personalized renewal emails, all of which occur before agents even begin their workday. This proactive approach not only saves time but also enhances the overall client experience. At the heart of Quandri is its Renewal Intelligence Engine, a sophisticated AI system trained on carrier underwriting manuals from across North America. This engine possesses a deep understanding of the nuances of various carriers and client eligibility criteria, allowing it to deliver region-specific and carrier-specific insights with remarkable accuracy. This level of intelligence ensures that agents have the most relevant information at their fingertips, enabling them to make informed decisions and provide tailored solutions to their clients. Users of Quandri have reported significant improvements in their operational efficiency. The platform has been shown to reduce the time spent on each renewing policy by an impressive 85%, allowing agents to allocate their time to more strategic activities. Additionally, agencies have experienced a 1.5% or greater improvement in client retention rates, highlighting the effectiveness of proactive outreach facilitated by the platform. With a tenfold increase in proactive client communication, agents can foster stronger relationships and enhance client satisfaction. Overall, Quandri stands out in the insurance technology landscape by combining advanced automation with a deep understanding of industry-specific needs. Its ability to integrate with existing systems and deliver actionable insights makes it a valuable asset for insurance agencies looking to improve their renewal processes and client engagement strategies.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 26
**How Do G2 Users Rate Quandri?**

- **Ease of Use:** 9.8/10 (Category avg: 9.2/10)
- **Quality of Support:** 9.6/10 (Category avg: 9.0/10)

**Who Is the Company Behind Quandri?**

- **Seller:** [Quandri](https://www.g2.com/sellers/quandri)
- **Company Website:** https://quandri.io
- **Year Founded:** 2021
- **HQ Location:** Vancouver, CA
- **LinkedIn® Page:** https://ca.linkedin.com/company/quandri (91 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Insurance
  - **Company Size:** 62% Small-Business, 23% Mid-Market


### 4. [LexisNexis Carrier Discovery](https://www.g2.com/products/lexisnexis-carrier-discovery/reviews)
  Identify insurance carrier information quickly and easily


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 14
**How Do G2 Users Rate LexisNexis Carrier Discovery?**

- **Ease of Use:** 9.6/10 (Category avg: 9.2/10)
- **Quality of Support:** 9.4/10 (Category avg: 9.0/10)

**Who Is the Company Behind LexisNexis Carrier Discovery?**

- **Seller:** [LexisNexis Risk Solutions](https://www.g2.com/sellers/lexisnexis-risk-solutions)
- **HQ Location:** Alpharetta, Georgia, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/lexisnexis-risk-solutions (9,775 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Insurance
  - **Company Size:** 60% Small-Business, 27% Enterprise


### 5. [Applied CSR24](https://www.g2.com/products/applied-csr24/reviews)
  Applied CSR24 is a cloud-based customer self-service software designed for insurance agencies and brokerages to provide clients with 24/7 access to their insurance information. This platform enables policyholders to view policy details, submit claims, make payments, and access important documents through a branded online portal and mobile application. By offering these self-service capabilities, agencies can enhance client satisfaction, build loyalty, and differentiate themselves in a competitive market. Key Features and Functionality: - Mobile App Access: Clients can manage their insurance needs on the go via the Applied MobileInsured app, ensuring convenience and flexibility. - Virtual Assistant for Claims Management: An automated chatbot guides users through the claims submission process, providing a quick and conversational experience. - Document Management: Agencies can customize the documents each client receives, tailoring information to individual needs. - Policy Management: Clients have the ability to request policy changes directly through the platform, which syncs seamlessly with the agency's management system. - Branded Portal and Mobile App: Agencies can customize the portal and app to reflect their brand identity, reinforcing their role as trusted advisors. - Premium Certificate Processing: Integration with the management system eliminates duplicate data entry, streamlining the issuance of certificates. - 24/7 Call Center Support: The platform supports around-the-clock customer service without the need for continuous staffing, as operators can handle inquiries and process claims at any time. - Self-Service Portal Analytics: Agencies can monitor which features clients use most, allowing for targeted improvements to the customer experience. - Payment Processing: Clients can pay their direct-billed policies in one place, simplifying the payment process. Primary Value and Solutions Provided: Applied CSR24 addresses the modern consumer's expectation for immediate and convenient access to services. By enabling clients to self-serve their insurance needs anytime and anywhere, agencies can: - Enhance Client Satisfaction: Providing 24/7 access to policy information and services meets clients' demands for convenience, leading to higher satisfaction levels. - Increase Operational Efficiency: Automating routine tasks and reducing manual administrative work allows staff to focus on revenue-generating activities and personalized client interactions. - Strengthen Client Loyalty: Offering a consistent, branded experience across multiple channels fosters trust and loyalty, encouraging clients to remain with the agency. - Differentiate in the Market: By adopting advanced self-service technology, agencies can stand out from competitors and attract tech-savvy clients seeking modern solutions. In summary, Applied CSR24 empowers insurance agencies to meet the digital demands of today's consumers, streamline operations, and build stronger client relationships through a comprehensive self-service platform.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 21
**How Do G2 Users Rate Applied CSR24?**

- **Ease of Use:** 7.9/10 (Category avg: 9.2/10)
- **Quality of Support:** 9.3/10 (Category avg: 9.0/10)

**Who Is the Company Behind Applied CSR24?**

- **Seller:** [Applied Systems](https://www.g2.com/sellers/applied-systems)
- **Year Founded:** 1983
- **HQ Location:** Chicago, IL
- **Twitter:** @AppliedSystems (6,868 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/162482/ (2,744 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Insurance
  - **Company Size:** 79% Small-Business, 17% Mid-Market


### 6. [Canopy Connect Insurance Data Intake](https://www.g2.com/products/canopy-connect-insurance-data-intake/reviews)
  Canopy Connect’s insurance data intake platform is trusted by more than 20,000 insurance agents to collect verified insurance information from their prospects in seconds. Simply send your custom link that enables prospects to share personal and commercial insurance data directly from their current carrier. Ask additional questions with custom forms. You’ll receive policy details and insurance documents (including declarations page), ‌driver information, enriched property details, claims history, and commercial loss run summaries. Send this data to your rater, CRM, or AMS so you can provide faster, more accurate quotes that win.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 16
**How Do G2 Users Rate Canopy Connect Insurance Data Intake?**

- **Ease of Use:** 9.8/10 (Category avg: 9.2/10)
- **Quality of Support:** 9.5/10 (Category avg: 9.0/10)

**Who Is the Company Behind Canopy Connect Insurance Data Intake?**

- **Seller:** [Canopy Connect](https://www.g2.com/sellers/canopy-connect)
- **HQ Location:** San Francisco, US
- **Twitter:** @canopy_connect (289 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/canopy-connect/ (37 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Insurance
  - **Company Size:** 75% Small-Business, 6% Enterprise


#### What Are Canopy Connect Insurance Data Intake's Pros and Cons?

**Pros:**

- Ease of Use (3 reviews)
- Time Saving (3 reviews)
- Comprehensive Information (2 reviews)
- Simple (2 reviews)
- Data Management (1 reviews)

**Cons:**

- Document Management (1 reviews)
- Integration Issues (1 reviews)
- Login Issues (1 reviews)
- Pricing Issues (1 reviews)
- Slow Loading (1 reviews)

### 7. [Policy Bazaar](https://www.g2.com/products/policy-bazaar/reviews)
  Policybazaar brings unbiased comparison of #financial services from all major #insurance companies to our customers.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 18
**How Do G2 Users Rate Policy Bazaar?**

- **Ease of Use:** 8.6/10 (Category avg: 9.2/10)
- **Quality of Support:** 7.6/10 (Category avg: 9.0/10)

**Who Is the Company Behind Policy Bazaar?**

- **Seller:** [Policy Bazaar](https://www.g2.com/sellers/policy-bazaar)
- **Year Founded:** 2008
- **HQ Location:** Gurgaon, Haryana
- **Twitter:** @policybazaar (26,004 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/303524/ (12,854 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Computer Software
  - **Company Size:** 55% Small-Business, 32% Enterprise


### 8. [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:** 4.6/5.0
  **Total Reviews:** 127
**How Do G2 Users Rate Indio?**

- **Ease of Use:** 8.9/10 (Category avg: 9.2/10)
- **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 (141 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/12895231/ (67 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Account Manager, Commercial Lines Account Manager
  - **Top Industries:** Insurance
  - **Company Size:** 50% Small-Business, 47% Mid-Market


### 9. [Ivans Download](https://www.g2.com/products/ivans-download/reviews)
  Ivans Download automates the exchange of critical policy-related information to ensure the most up-to-date information is instantly available at the moment you need it.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 13
**How Do G2 Users Rate Ivans Download?**

- **Ease of Use:** 9.4/10 (Category avg: 9.2/10)
- **Quality of Support:** 9.3/10 (Category avg: 9.0/10)

**Who Is the Company Behind Ivans Download?**

- **Seller:** [Ivans Insurance](https://www.g2.com/sellers/ivans-insurance)
- **Year Founded:** 1983
- **HQ Location:** Tampa, US
- **Twitter:** @IVANSInsurance (3,218 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/27520/ (284 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Insurance
  - **Company Size:** 100% Small-Business


### 10. [InsurLink](https://www.g2.com/products/insurlink/reviews)
  InsurLink is an agency-owned client portal that gives agents more time back in their day by empowering clients to access routine insurance information when and where they need it. Clients get 24/7 access to tasks that don’t need direct support—like requesting certificates, paying bills, or submitting claims. That fast self-service makes for satisfied clients and frees agency staff to spend more time on client advising and high-value activities. InsurLink keeps clients engaged through a portal that can be customized with agency branding. By handling requests within the portal, InsurLink keeps communications organized. It’s easy to keep current on client requests all while staying secure and compliant. InsurLink lets agencies customize what they share so they stay in control of communications and sensitive documents while giving clients the power to meet standard insurance needs on their own. Key InsurLink features include: • 24/7 client access: Around-the-clock, web- and app-based access means clients can get secure, up-to-date information when and where they need it, regardless of business hours. • Easy integration with core systems: InsurLink integrates seamlessly with Vertafore’s leading agency management systems AMS360 and Sagitta, as well as third-party solutions form Vertafore Orange Partners through open architecture APIs. • An agency-branded experience: Build better brand awareness and stickiness with clients. • Centralized client communications. Consolidate client interactions, respond quickly, and build strong client relationships. • Automated documentation. Agencies can reduce E&O exposure and ensure compliance with InsurLink’s accurate, accessible client interaction records. • Secure file sharing: Agencies can share files from their management system, and clients have a secure portal to upload documents. • Payment submissions: Cut down on payment processing by accepting payment through InsurLink and Vertafore’s Orange Partners. • Mobile app: With the InsurLink app, clients can log in on the go from iOS or Android devices. • Real-time policy updates: Give clients the ability to make policy updates and have them go into effect right away. • Fast onboarding: Get up and running in days. As part of Vertafore’s suite of solutions for independent agencies, InsurLink can integrate with other software through hundreds of Orange Partner APIs. It also comes with expert support and a community of users to connect with.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 17
**How Do G2 Users Rate InsurLink?**

- **Ease of Use:** 8.8/10 (Category avg: 9.2/10)

**Who Is the Company Behind InsurLink?**

- **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore)
- **Year Founded:** 1969
- **HQ Location:** Denver, CO
- **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,005 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Insurance
  - **Company Size:** 65% Small-Business, 24% Mid-Market


### 11. [WorkSmart](https://www.g2.com/products/worksmart/reviews)
  WorkSmart® is an enterprise content management solution designed by insurance professionals for insurance agencies. WorkSmart is designed to easily integrate with an agency management system to provide maximum visibility and efficiency by freeing up task capacity through workflows that streamline agency processes. It uses file-based document management and Big “I” best practice workflows to get the right work to the right person at the right time. 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 right away 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 tools through APIs. Integrations with other Vertafore® products AMS360®, Sagitta®, and BenefitPoint® make it easy to find and share information without switching programs. Business intelligence features · Track work. WorkSmart helps users understand where processes work and where the bottlenecks are by showing the flow of tasks in real time. · Work process dashboards. Analyze how and when your work is getting done. Filter configurations help users drill down into business data and make informed strategic decisions. · Manage workloads. Equalize and balance tasks and assignments to support your staff and make sure they are used effectively. Managers are empowered to improve performance 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 the peace of mind that information is current, compliant, and secure with automatic version updates.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 25
**How Do G2 Users Rate WorkSmart?**

- **Ease of Use:** 7.3/10 (Category avg: 9.2/10)
- **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/ (3,005 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)

### 12. [ReferenceConnect AI](https://www.g2.com/products/referenceconnect-ai/reviews)
  ReferenceConnect AI™ is an AI insurance knowledge base tool designed to help independent agencies, MGAs, and carriers move faster, decide with confidence, and keep business moving. It brings together trusted industry knowledge and AI powered, conversational search so you can turn questions into answers in seconds. Instead of working across fragmented systems and manual processes, you move from research to decision with speed and clarity. The result is stronger performance across your workflow, greater confidence in every decision, and the momentum you need to drive real distribution velocity. What you gain with ReferenceConnect AI: - AI powered knowledge. Ask questions and get clear, contextual answers instantly. ReferenceConnect AI surfaces coverage information, risk insights, and supporting industry guidance in seconds, so you can move from question to action without hesitation. - Centralized knowledge base. Stay informed on regulatory updates and industry news without slowing down. With access to more than 1 million documents from over 75 trusted sources, including ISO, NCCI, and IRMI, all in one place. - Essential tools and forms. Work without interruption. Access ISO and ACORD forms alongside tools like PPCS and GL loss cost look up directly in your workflow. You validate details, improve accuracy, and keep work moving forward without having to switch systems. Faster decisions and outcomes. Use conversational, AI powered search to find what you need up to 80% faster. Refine questions, explore answers, and get to the right information quickly. ReferenceConnect AI is built directly into Vertafore’s AgencyOne experience, connecting your workflows across solutions including AMS360, Sagitta, BenefitPoint, QQCatalyst, RiskMatch, and PL Rating. You stay in one unified environment, reducing manual steps and keeping work flowing without interruption. With intelligence delivered in the moments that matter, you move faster, improve performance, and build trust across every interaction. This is how ReferenceConnect AI helps you build distribution velocity, with speed, performance, and confidence working together to drive your business forward.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 10
**How Do G2 Users Rate ReferenceConnect AI?**

- **Ease of Use:** 7.8/10 (Category avg: 9.2/10)
- **Quality of Support:** 9.2/10 (Category avg: 9.0/10)

**Who Is the Company Behind ReferenceConnect AI?**

- **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore)
- **Year Founded:** 1969
- **HQ Location:** Denver, CO
- **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,005 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Insurance
  - **Company Size:** 40% Mid-Market, 40% Small-Business


### 13. [Content Cloud](https://www.g2.com/products/content-cloud/reviews)
  Zywave Content Cloud is an insurance content library and distribution platform for brokers, agencies, and carriers. It gives insurance professionals access to 8,000+ attorney-vetted, ready-to-share educational resources across commercial lines, employee benefits, personal lines, compliance, HR, safety, and risk management — all customizable with your agency's branding and deliverable by email, portal, or direct download. Most insurance agencies know content marketing works. The problem is creating it — writing compliance guides, HR resources, and risk management materials that are accurate, current, and actually useful to clients takes time most brokers don't have. Content Cloud solves that by putting a professionally built, continuously updated library of insurance-specific content directly in your hands, ready to send to clients and prospects without starting from scratch. Here's what that looks like in practice: A library built for every line of business. Commercial lines, employee benefits, personal lines, cyber liability, OSHA compliance, wellness, and HR — Content Cloud covers it all with content your clients actually want to read. Over two dozen newsletter series keep your agency in front of clients year-round, not just at renewal. Content that's built to protect you and your clients. Every resource is attorney-vetted and maintained across all 50 states. When regulations change — ACA, COBRA, FMLA, OSHA — the content updates. Your clients get current information. You get the credibility of always having the right answer. Distribution that doesn't require a marketing team. The AI Email Assistant helps you find and share the right content in seconds. Branded templates, smart content delivery, and direct integration with your CRM and client portal mean content gets to clients the way they want to receive it — without your team manually managing every send. The numbers hold up. Brokers using Content Cloud report a 65% decrease in marketing costs and a 35% increase in marketing productivity. Agencies that pair content distribution with marketing automation see up to a 5x increase in annual revenue from their content investment. Better Together: Content Cloud connects natively with Zywave's Client Cloud for portal-based content delivery, and with Sales Cloud for automated email campaigns — so the same piece of content can reach a prospect through outreach, a client through their portal, and a new lead through a nurture sequence, all without duplication. If your agency is sending the same generic newsletter every quarter and calling it a marketing strategy, Content Cloud is where that changes.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 16
**How Do G2 Users Rate Content Cloud?**

- **Ease of Use:** 7.7/10 (Category avg: 9.2/10)
- **Quality of Support:** 7.8/10 (Category avg: 9.0/10)

**Who Is the Company Behind Content Cloud?**

- **Seller:** [Zywave](https://www.g2.com/sellers/zywave)
- **Year Founded:** 1995
- **HQ Location:** Milwaukee, WI
- **LinkedIn® Page:** https://www.linkedin.com/company/zywave (920 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Insurance
  - **Company Size:** 63% Small-Business, 25% Mid-Market


### 14. [Teamworks IRO](https://www.g2.com/products/teamworks-iro/reviews)
  Teamworks software for IRO, peer review, and insurance companies.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 11
**How Do G2 Users Rate Teamworks IRO?**

- **Ease of Use:** 9.3/10 (Category avg: 9.2/10)
- **Quality of Support:** 8.3/10 (Category avg: 9.0/10)

**Who Is the Company Behind Teamworks IRO?**

- **Seller:** [IRO Solutions](https://www.g2.com/sellers/iro-solutions)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Information Technology and Services
  - **Company Size:** 50% Enterprise, 42% Small-Business


### 15. [Applied Mobile](https://www.g2.com/products/applied-mobile/reviews)
  Applied Mobile is the first insurance agent mobile application to bring client, policy and sales information from your agency management system to mobile devices, so you can stay connected on the go with a direct link back to the office.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 9
**How Do G2 Users Rate Applied Mobile?**

- **Ease of Use:** 7.9/10 (Category avg: 9.2/10)
- **Quality of Support:** 8.8/10 (Category avg: 9.0/10)

**Who Is the Company Behind Applied Mobile?**

- **Seller:** [Applied Systems](https://www.g2.com/sellers/applied-systems)
- **Year Founded:** 1983
- **HQ Location:** Chicago, IL
- **Twitter:** @AppliedSystems (6,868 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/162482/ (2,744 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Insurance
  - **Company Size:** 67% Small-Business, 22% Mid-Market


### 16. [Risk Management Systems](https://www.g2.com/products/risk-management-systems/reviews)
  Web-based claims management system; worker's comp, multi-line liability, FROI, EDI, bill review, group health.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 9
**How Do G2 Users Rate Risk Management Systems?**

- **Ease of Use:** 9.2/10 (Category avg: 9.2/10)
- **Quality of Support:** 8.9/10 (Category avg: 9.0/10)

**Who Is the Company Behind Risk Management Systems?**

- **Seller:** [American Technical Services](https://www.g2.com/sellers/american-technical-services)
- **HQ Location:** Beverly
- **LinkedIn® Page:** https://www.linkedin.com/company/atsrmis/about/ (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 45% Small-Business, 27% Mid-Market


### 17. [Ivans Exchange](https://www.g2.com/products/ivans-exchange/reviews)
  Ivans Exchange is a complimentary online tool that provides an easier way to track current and new download connections so your agency can increase insurer and MGA connectivity.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 7
**How Do G2 Users Rate Ivans Exchange?**

- **Ease of Use:** 10.0/10 (Category avg: 9.2/10)
- **Quality of Support:** 10.0/10 (Category avg: 9.0/10)

**Who Is the Company Behind Ivans Exchange?**

- **Seller:** [Ivans Insurance](https://www.g2.com/sellers/ivans-insurance)
- **Year Founded:** 1983
- **HQ Location:** Tampa, US
- **Twitter:** @IVANSInsurance (3,218 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/27520/ (284 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Insurance
  - **Company Size:** 100% Small-Business


### 18. [Penbox](https://www.g2.com/products/penbox/reviews)
  When your customer interacts with your insurance company or broker office, more than 80% of interactions end up with you requesting additional information or documents. This leads to your customer and employee trying to complete the process with a ping-pong of emails. Our secure platform provides a convenient link that allows customers to easily submit necessary information online, directly from their desktop or smartphone. Penbox doesn't just improve the efficiency of your exchanges with customers; it also ensures compliance with GDPR regulations and helps close audit points. Best of all, our platform can be up and running in a matter of weeks, not months or years. With Penbox, you can expect efficiency gains of up to 50%, as well as an impressive 82% completion rate for forms sent. Not only does this increase productivity, but it also leads to higher levels of customer satisfaction (currently rated at 4.2 out of 5 stars) and improved employee satisfaction. So why waste time with inefficient and outdated processes? Switch to Penbox and see the difference for yourself.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 6
**How Do G2 Users Rate Penbox?**

- **Ease of Use:** 10.0/10 (Category avg: 9.2/10)
- **Quality of Support:** 10.0/10 (Category avg: 9.0/10)

**Who Is the Company Behind Penbox?**

- **Seller:** [Penbox](https://www.g2.com/sellers/penbox)
- **Year Founded:** 2019
- **HQ Location:** Brussels, BE
- **LinkedIn® Page:** https://www.linkedin.com/company/penbox-io (8 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Small-Business, 33% Enterprise


### 19. [Connect](https://www.g2.com/products/agency-revolution-connect/reviews)
  Connect is a relationship marketing platform designed to allow users to automatically send the right message to the right person when it matters most.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 5
**How Do G2 Users Rate Connect?**

- **Ease of Use:** 8.0/10 (Category avg: 9.2/10)
- **Quality of Support:** 8.3/10 (Category avg: 9.0/10)

**Who Is the Company Behind Connect?**

- **Seller:** [Agency Revolution](https://www.g2.com/sellers/agency-revolution)
- **Year Founded:** 1993
- **HQ Location:** Gardena, US
- **Twitter:** @AgencyRev (1,638 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/agency-revolution (68 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 80% Small-Business, 20% Enterprise


### 20. [AgentMethods Website Builder](https://www.g2.com/products/agentmethods-website-builder/reviews)
  AgentMethods is the leading website marketing platform for independent insurance agents. Thousands of insurance agents have turned to AgentMethods to grow their sales with our easy to use websites, email campaigns, and managed social media.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 4
**How Do G2 Users Rate AgentMethods Website Builder?**

- **Ease of Use:** 10.0/10 (Category avg: 9.2/10)
- **Quality of Support:** 10.0/10 (Category avg: 9.0/10)

**Who Is the Company Behind AgentMethods Website Builder?**

- **Seller:** [AgentMethods](https://www.g2.com/sellers/agentmethods)
- **Year Founded:** 2009
- **HQ Location:** Seattle, US
- **Twitter:** @AgentMethods (274 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/agentmethods-llc (10 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Mid-Market, 50% Small-Business


### 21. [Claims Letters](https://www.g2.com/products/claims-letters/reviews)
  An insurtech software made for claims teams which integrates claims data, policy documents, approval cycles and template management in one streamlined letter writing workflow.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 3
**How Do G2 Users Rate Claims Letters?**

- **Ease of Use:** 10.0/10 (Category avg: 9.2/10)
- **Quality of Support:** 10.0/10 (Category avg: 9.0/10)

**Who Is the Company Behind Claims Letters?**

- **Seller:** [Claims Letters](https://www.g2.com/sellers/claims-letters)
- **Year Founded:** 2022
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/claims-letters/ (2 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 67% Small-Business, 33% Mid-Market


### 22. [Commercial Submissions](https://www.g2.com/products/commercial-submissions/reviews)
  Commercial Submissions™ is a commercial quoting solution from Vertafore® that enables independent insurance agencies to get multiple commercial insurance quotes in less time than it takes to do just one manually. This enables agencies to close business faster and serve clients better. Commercial Submissions makes quoting fast, easy, and collaborative. Agencies can better insureds with live collaboration between clients, agents, and carriers. Real-time quoting allows agents to spend less time on quoting and more time building relationships and getting new business. Agency management system and carrier integrations help turn around multiple quotes in under five minutes. Enter data once and reduce visits to carrier websites. Commercial Submissions is a streamlined tool that speeds up business insurance quoting by eliminating inefficiencies and cutting out repeat data entry, giving users a competitive advantage. Key capabilities: · Generate multiple commercial insurance quotes with one click: Access to more than 25 carriers and 6 commercial lines means agencies can quickly provide clients with the best coverage options. Beat the competition, serve clients better, and close more business. · Rate quickly and accurately: AMS integrations and interview-style workflows eliminate duplicate data entry. Save time during renewals by pre-populating current policy information to quote, and reduce errors. · Accurate risk classification: Access to industry data sources such as NAICS, SIC, ISO, and others ensures accuracy and gives you pricing confidence. · Eliminate duplicate entry: Save time during renewals by pre-populating current policy information to quote in a few clicks. Lines of Business Supported by Commercial Submissions: Commercial Auto; Workers Compensation; Business Owners Policy (BOP); General Liability (GL); Excess & Surplus (E&S); Umbrella/Excess Liability. Commercial Submissions connects with Vertafore agency management systems. Easily connect your AMS360® or Sagitta® management system and remove duplicate data entry. Connections with carriers deliver real-time, accurate quotes, so quotes are reliable, easy, and fast for clients.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 3

**Who Is the Company Behind Commercial Submissions?**

- **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore)
- **Year Founded:** 1969
- **HQ Location:** Denver, CO
- **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,005 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 67% Small-Business, 33% Mid-Market


### 23. [FIS APT](https://www.g2.com/products/fis-apt/reviews)
  Complementing our suite of insurance software solutions, FIS' APT investment risk management software helps insurers incorporate risk into investment strategies and improve control, reporting, and transparency.


  **Average Rating:** 3.5/5.0
  **Total Reviews:** 3
**How Do G2 Users Rate FIS APT?**

- **Ease of Use:** 10.0/10 (Category avg: 9.2/10)
- **Quality of Support:** 10.0/10 (Category avg: 9.0/10)

**Who Is the Company Behind FIS APT?**

- **Seller:** [FIS Global](https://www.g2.com/sellers/fis-global-57ee48f0-f061-468b-9f95-aec60bcbf83f)
- **Year Founded:** 1968
- **HQ Location:** Jacksonville, FL
- **Twitter:** @FISGlobal (26,540 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/fis/ (46,081 employees on LinkedIn®)
- **Ownership:** FIS

**Who Uses This Product?**
  - **Company Size:** 50% Enterprise, 25% Mid-Market


### 24. [Surety Flow](https://www.g2.com/products/surety-flow/reviews)
  Surety Flow is a modern, web-based Surety Bond management and issuance platform built exclusively for surety agencies. Designed by surety professionals, Surety Flow simplifies the entire bond process — from low bid tracking to performance & payment bond issuance — all in one place. Agencies use Surety Flow to streamline operations, eliminate manual entry errors, create bonds in seconds, and improve client turnaround times. The intuitive interface, automatic invoicing, seamless accounting entry, and proprietary calendar make it a powerful tool for agencies focused on growth and operational efficiency. Whether you're managing thousands of bonds or just getting started, Surety Flow helps surety agencies save time, stay organized, and grow with confidence.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 3
**How Do G2 Users Rate Surety Flow?**

- **Ease of Use:** 10.0/10 (Category avg: 9.2/10)
- **Quality of Support:** 10.0/10 (Category avg: 9.0/10)

**Who Is the Company Behind Surety Flow?**

- **Seller:** [Surety Flow](https://www.g2.com/sellers/surety-flow)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/surety-flow/ (2 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 25. [Zego](https://www.g2.com/products/zego/reviews)
  Zego gives customers top-of-the-range, custom products to explore the full potential of their entrepreneurial spirit. For everyone from carpenters to corporations, Zego delivers more than just insurance. We provide peace of mind and flexibility for changing circumstances, with solutions fit for the modern world.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 3
**How Do G2 Users Rate Zego?**

- **Ease of Use:** 10.0/10 (Category avg: 9.2/10)
- **Quality of Support:** 5.0/10 (Category avg: 9.0/10)

**Who Is the Company Behind Zego?**

- **Seller:** [Zego (Extracover Limited)](https://www.g2.com/sellers/zego-extracover-limited)
- **Year Founded:** 2013
- **HQ Location:** London, GB
- **Twitter:** @Zegocover (1,609 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/zegocover (321 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 75% Mid-Market, 25% Small-Business



    ## What Is Other Insurance Software?
  [Insurance Software](https://www.g2.com/categories/insurance)