Top 35 Insurance Software (Feb 2023)

2023's Best 36 Insurance Systems

Shlomi LaviShlomi Lavi / Feb 01, 2023

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1. FormFire

  • Best for: Small, medium and large size businesses
  • Price: starts at $399 per month
  • Mar 05, 2022
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FormFire is a web based benefits administration solution for businesses of all sizes. It offers such services as employee database, self-service portal, HIPAA compliance, and others. The software was designed and launched by FormFire headquartered in Ohio, United States.


2. Applied Epic

  • Best for: Small, medium and large size businesses
  • Price: starts at $1,000 per license
  • Dec 12, 2022
Compare Applied Epic Vs. FormFire

Applied Epic is a fast growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. Applied Epic received a rating of 4.4 from ITQlick team. The software cost is considered affordable (2.4/5) when compared to alternative solutions.


3. Agency Matrix

  • Best for: Medium and large size businesses
  • Price: starts at $49 per user/month
  • Apr 16, 2022
Compare Agency Matrix Vs. FormFire

Agency Matrix is an agency management solution designed to help users by automating most of the burdensome processes associated with their business. Users get every policy, form, endorsement, image, report, payment and client just a click way using this insurance agency software. Agency Ma...


4. Agency Suites

  • Best for: SMBs
  • Price:
  • Jul 02, 2022
Compare Agency Suites Vs. FormFire

Agency Suites is a leading cloud-based Insurance software, it is designed to support small and medium size insurance agencies. Agency Suites received a rating of 3.9 from ITQlick team. The software cost is considered affordable (1.7/5) when compared to alternative solutions.


5. Sapiens P&C

  • Best for: Small, medium and large size businesses
  • Price:
  • Jun 27, 2022
Compare Sapiens P&C Vs. FormFire

Sapiens P&C is an award-winning cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. Sapiens P&C received a rating of 2.5 from ITQlick team. The software cost is considered average (2.7/5) when compared to other solutions in their category.


6. Agentmethods

  • Best for: Medium and large size businesses
  • Price: starts at $149 per month
  • Jun 24, 2022
Compare Agentmethods Vs. FormFire

Agentmethods is an insurance agent website management solution for small and medium businesses. It offers insurance web design for insurance agents and agencies. The software was developed and launched by Agentmethods LLC headquartered in Illinois, United States.


7. DRC

  • Best for: Small, medium and large size businesses
  • Price:
  • Jul 09, 2022
Compare DRC Vs. FormFire

DRC is a growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. DRC received a rating of 2.5 from ITQlick team. The software cost is considered a bit pricey (4.5/5) vs their competitors.


8. AgentCubed

  • Best for: Small, medium and large size businesses
  • Price:
  • Dec 19, 2022
Compare AgentCubed Vs. FormFire

AgentCubed is a lead management and CRM solution designed for the insurance industry. The software includes features to maximize agent productivity, measure performance as well as capture more qualified leads with real time verification. AgentCubed was founded in 2009 with the goal of creating so...


9. Adaptik

  • Best for: Small, medium and large size businesses
  • Price:
  • Jul 19, 2022
Compare Adaptik Vs. FormFire

Adaptik is a growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. Adaptik received a rating of 4.3 from ITQlick team. The software cost is considered a bit pricey (4.4/5) vs their competitors.


10. InsuranceSuite

  • Best for: Small, medium and large size businesses
  • Price: starts at $5,000 per user/month
  • Jul 19, 2022
Compare InsuranceSuite Vs. FormFire

InsuranceSuite is a leading cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. InsuranceSuite received a rating of 2.7 from ITQlick team. The software cost is considered a bit pricey (4.4/5) vs their competitors.


11. Vertafore Agency Platform

  • Best for: Small, medium and large size businesses
  • Price:
  • Jul 28, 2022
Compare Vertafore Agency Platform Vs. FormFire

Vertafore Agency Platform is a growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. Vertafore Agency Platform received a rating of 4.7 from ITQlick team. The software cost is considered average (3.1/5) when compared to other solutions in...


12. BriteCore

  • Best for: Small, medium and large size businesses
  • Price: starts at $600,000 per license
  • Jul 29, 2022
Compare BriteCore Vs. FormFire

BriteCore is a growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. BriteCore received a rating of 2.5 from ITQlick team. The software cost is considered average (3.7/5) when compared to other solutions in their category.


13. Partner XE

  • Best for: SMBs
  • Price:
  • Oct 19, 2022
Compare Partner XE Vs. FormFire

Partner XE is a leading cloud-based Insurance software, it is designed to support small and medium size insurance agencies. Partner XE received a rating of 5 from ITQlick team. The software cost is considered average (2.8/5) when compared to other solutions in their category.


14. AgencyPro

  • Best for: Small, medium and large size businesses
  • Price:
  • Oct 10, 2022
Compare AgencyPro Vs. FormFire

AgencyPro is a growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. AgencyPro received a rating of 2.5 from ITQlick team. The software cost is considered affordable (2.1/5) when compared to alternative solutions.


15. SchemeServe

  • Best for: Small, medium and large size businesses
  • Price: starts at $750 per month
  • Jan 31, 2023
Compare SchemeServe Vs. FormFire

SchemeServe is a growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. SchemeServe received a rating of 5 from ITQlick team. The software cost is considered average (3.2/5) when compared to other solutions in their category.


16. Agencybloc

  • Best for: Small, medium and large size businesses
  • Price: starts at $75 per month
  • Feb 01, 2023
Compare Agencybloc Vs. FormFire

AgencyBloc is a web-based insurance customer relationship management software designed to help health and life insurance agencies to increase their efficiency while also offering competitive service. The software can enhance customer satisfaction by offering features like tracking policies, managing...


17. BindHQ

  • Best for: Small, medium and large size businesses
  • Price: starts at $275 per user/month
  • Feb 09, 2022
Compare BindHQ Vs. FormFire

BindHQ is a fast growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. BindHQ received a rating of 4.8 from ITQlick team. The software cost is considered average (2.6/5) when compared to other solutions in their category.


18. Stream Suite

  • Best for: Small, medium and large size businesses
  • Price:
  • Oct 21, 2022
Compare Stream Suite Vs. FormFire

Sapiens is a growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. Sapiens received a rating of 2.5 from ITQlick team. The software cost is considered average (2.7/5) when compared to other solutions in their category.


19. ISI Enterprise

  • Best for: Small businesses and start ups
  • Price:
  • Feb 19, 2022
Compare ISI Enterprise Vs. FormFire

ISI Enterprise is an award-winning cloud-based Insurance software, it is designed to support small and medium size insurance agencies. ISI Enterprise received a rating of 4.2 from ITQlick team. The software cost is considered a bit pricey (4.7/5) vs their competitors.


20. Insly

  • Best for: SMBs
  • Price: starts at $19.50 per user/month
  • Mar 19, 2022
Compare Insly Vs. FormFire

Insly is an insurance agency management solution for businesses of all sizes. It offers such services as cloud storage, reporting management, debt management, accounting and billing management, and others. The software was designed and launched by Insly Ltd headquartered in London, Unite...


21. HawkSoft

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 02, 2022
Compare HawkSoft Vs. FormFire

HawkSoft is a growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. HawkSoft received a rating of 4.5 from ITQlick team. The software cost is considered affordable (2.4/5) when compared to alternative solutions.


22. NowCerts

  • Best for: Start up, Small business
  • Price: starts at $79 per month
  • Mar 03, 2022
Compare NowCerts Vs. FormFire

We think about the ways our users: agency principals, agents and CSRs approach their day to day workflow requirements and seek ways in which our software can improve these business-driven processes. The ultimate goal is to create real and measurable benefits to our users and their clients.


23. Jenesis Agency Management

  • Best for: Start up, Small business
  • Price: starts at $35 per user/month
  • Mar 07, 2022
Compare Jenesis Agency Management Vs. FormFire

Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.


24. Surefyre

  • Best for: Small businesses and start ups
  • Price:
  • Mar 07, 2022
Compare Surefyre Vs. FormFire

Surefyre is an award-winning cloud-based Insurance software, it is designed to support small and medium size insurance agencies. Surefyre received a rating of 4.9 from ITQlick team. The software cost is considered affordable (2/5) when compared to alternative solutions.


25. WaterStreet

  • Best for: Small, medium and large size businesses
  • Price: starts at $100 per month
  • Mar 10, 2022
Compare WaterStreet Vs. FormFire

WaterStreet is a growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. WaterStreet received a rating of 2.5 from ITQlick team. The software cost is considered affordable (1.5/5) when compared to alternative solutions.


26. NextAgency

  • Best for: Start up, Small business, Medium business
  • Price: starts at $75 per user/month
  • May 11, 2022
Compare NextAgency Vs. FormFire

The benefits world is changing. New legislation. New competitors. New responsibilities and expectations. Never has the market demanded as much from benefit brokers. Never has it demanded greater efficiency. That’s why we created NextAgency: to help you win in a new market. To help you beat back n...


27. Agency Master

  • Best for: Start up, Small business, Medium business, Large business
  • Price:
  • May 16, 2022
Compare Agency Master Vs. FormFire

Agency Master was started in 1995 in Rancho Palos Verdes, CA. The company was formed by insurance professionals to produce software for insurance agencies that was inexpensive, easy to learn and use, and had the capabilities and power of the most expensive agency management systems. Over the last 19...


28. Nexsure Agency Management

  • Best for: Start up, Small business, Medium business, Large business
  • Price:
  • Nov 11, 2022
Compare Nexsure Agency Management Vs. FormFire

Nexsure is a comprehensive platform which provides all of the features you need to run an insurance agency.


29. Applied TAM

  • Best for: Start up, Small business, Medium business, Large business
  • Price:
  • May 19, 2022
Compare Applied TAM Vs. FormFire

Instantly connect with your staff, insureds and insurance partners anytime, anywhere. The connected business of insurance enables digital agencies and insurers to create higher-value business transactions and deliver superior customer experiences throughout the entire insurance life cycle.


30. Vlocity Health Insurance

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 25, 2021
Compare Vlocity Health Insurance Vs. FormFire

Vlocity Health Insurance is a growing cloud-based Human Resources software, it is designed to support small, medium and large size business. Vlocity Health Insurance received a rating of 3.2 from ITQlick team. The software cost is considered average (2.7/5) when compared to other solutions in their...


31. Sibro

  • Best for: Start up, Small business, Medium business, Large business
  • Price: starts at $180 per month
  • Mar 13, 2020
Compare Sibro Vs. FormFire

PROTRACKED is a software and digital services company stationed in India, developing world class products, and supporting happy customers.


32. 3D Healthcare EDI Software

  • Best for: Small, medium and large size businesses
  • Price:
  • Aug 30, 2019
Compare 3D Healthcare EDI Software Vs. FormFire

3D Healthcare EDI Software is a leading cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. 3D Healthcare EDI Software received a rating of 5 from ITQlick team. The software cost is considered affordable (1.7/5) when compared to alternative sol...


33. Applied Analytics

  • Best for: Small, medium and large size businesses
  • Price:
  • Nov 07, 2019
Compare Applied Analytics Vs. FormFire

Applied Analytics is a growing cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. Applied Analytics received a rating of 4 from ITQlick team. The software cost is considered a bit pricey (5/5) vs their competitors.


34. Claims Workbench

  • Best for: Start up, Small business, Medium business, Large business
  • Price:
  • Sep 21, 2019
Compare Claims Workbench Vs. FormFire

Claims Workbench is a trending cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. Claims Workbench received a rating of 4.8 from ITQlick team. The software cost is considered average (2.8/5) when compared to other solutions in their category.


35. Applied CSR24

  • Best for: Small, medium and large size businesses
  • Price:
  • Aug 14, 2019
Compare Applied CSR24 Vs. FormFire

Applied CSR24 is an award-winning cloud-based Insurance software, it is designed to support small, medium and large size insurance agencies. Applied CSR24 received a rating of 4.5 from ITQlick team. The software cost is considered a bit pricey (5/5) vs their competitors.



A Buyer's Guide to Business Software Solutions

How to Evaluate and Buy Business Software
 
If you’re somehow puzzled if this article is only for a specific size of business, no, it’s not. This is for you SMEs, MNEs and start-ups software buyers. Also, we’re not talking about a specific software solution here. Whether the software solution that you’re planning to buy is for Accounting, Business Intelligence, ERP, CRM, Help Desk, Maintenance Management or other types of application, one thing is for sure; with the help of this article, you will be able to know the right process in evaluating and buying a business software solution.
 
We’ve been into the software business for years and we’re seeing a lot of nitty-gritty things that often bring confusions and hesitations to many companies looking for better software solutions. Some companies can’t afford to let go their legacy systems while a few is encountering technological snags once the new system is in place. While this is the underlying truth behind software acquisition and implementation, what’s exciting about buying a business software solution is that there is a clear and obvious proof that thousands of companies and corporations today are happy with the benefits this technology is bringing into their respective businesses.  There is a significant increase in their revenue and the growth is on-going. And it’s easy to say; many from the Fortune 500 companies are making a lot of money because of their smartly-acquired business software.
 
So, let’s get straight to the point. What should you do in order to acquire that business software that could make your organization achieve its goals? The answer to this is pretty straightforward: evaluate and buy that right business software. Yes, that’s what you need to do and here’s the best manual from ITQlick.com that could certainly help you in doing that strategically.
 
Consider the Needs of Your Organization
Let’s assume that at this point, the entire management team agreed that you are ready to invest on a certain software application. The budget has been compromised and the key persons who will be involved in the acquisition process were already identified. Therefore, it’s time to approach things the project management way.
 
Define the Project
Every business software solution is categorized base on application type, features, deployment model, market size and pricing model. Remember that our objective here is to evaluate and buy a business software product that will fit into the size and present needs of your business. So what the project management team should try to deal with first is to define the real requirements of your business exactly base on the categories set by the software industry. Moreover, by doing this activity, you are already narrowing down your search for the right solution. Now, consider bringing this list of FAQs to the project management and aim to come up with clear-cut answers.
 
  1. What type of software is needed? Is it Integrated-Suite, Best-of-Breed or Industry-Specific? Ask your CEO’s main agenda and find the perfect match from these available options.
  2. What are the core and secondary features? Are you looking for basic, advanced or hi-end features? List down the specific features per category and allow the department managers and supervisors to give their insights on this list.
  3. How are you going to deploy the system? Would it be on-premise, cloud-based, hosted, or mobile-based? Weigh these options with the help of your CIO.
  4. Are you going for Tier 1, Tier 2 or Tier 3 vendors? Their offered solutions are base on the size of their target market - SMEs, MNEs or start-ups. Seek your CFO’s advice as it is important to match your financial capacity against the cost of the solution that the providers have for you.
  5. Are you willing to pay for the perpetuity software license or a subscription-based solution is way better? How many users are there and what would be their roles in using the system? Solicit feedbacks from future end users for they know better what challenges and risks might possibly come along their way when they’re using the system.
 
Finalize the BOM or List of Requirements
After providing definite answers on the above questions, we can say that the project has already been defined. Your procurement team is now ready to do their role in the acquisition process of this solution. However, in order for them to execute their job properly, they must have the complete list of requirements - features, specifications, hardware, and the software product. In other words, the Bill-of-Materials (BOM) that is final, complete and well-prepared must be handed over to the procurement director. Needless to say, it is very important that everybody is following the company purchasing and procurement protocols at all times.  
 
Request for Proposal (RFP)
The RFP process will bring everything into formality. Since you’re more likely in a line of business that doesn’t regularly buy software products, it is of critical importance that your RFP is well-structured before you send it to your prospect solution providers.
 
Draft the RFP
An RFP that contains all the relevant information as discussed during the project management meetings will enable the providers to return back to you their proposal that is complete and substantial. Therefore, your RFP should basically contain the following:
 
Brief Introduction
  • Company Name
  • Mission and Goals
  • Purpose of the RFP (or the need for software solution)
Business Background
  • Organizational Structure
  • Current Situation (IT infrastructure, system currently in-use, system issues and desired solutions, etc.)
  • Major Objectives of the Software Purchase
Request for Specific Requirements
  • Solution Functionality
  • System Specifications
  • Vendor Company Information
  • Price Model, Service Plans, Package Options
Other Important Inquiries (if necessary)
 
Send the RFP
Well-structured RFP will bring a lot of advantages especially when the proposals from various providers are received and then subjected for review and analysis. Send your RFP to at least three to five providers (or prospects which you have already shortlisted during the project definition phase). Depending on the complexity of the solution, most vendors will send their proposal in a matter of time, which could be around 4 to 6 weeks for Integrated-Suite solution.
 
Why still send RFP?
Is there really a need for RFP if your preferred solution (like cloud-based) and the service plans or packages are already displayed on the vendor’s website? Well, yes, you still need to undergo the RFP process. For most sales people, they certainly know that those figures appearing in the vendor’s website are usually the “list price” and not the “actual price”. More importantly, the vendor’s proposal (response to RFP) will serve as your main basis for the negotiation. Therefore, sending an RFP is a strict requirement.
 
Follow up questions relevant to RFP
More often than not, questions and concerns will be raised by the vendors to whom you send the RFP. You have to entertain them with utmost professionalism. Solution providers who are seeking further clarifications relevant to the RFP are consisting of professional software experts who wants to help your organization as much as they can. Entertain them but at the same time, always be cautious when providing additional information which you know is confidential or proprietary.
 
Evaluate the Proposals
Always refer to your finalized BOM when tabulating the contents of each proposal. Part of this process is to check the features that are available from this certain vendor and to cross out those that are not. While using spreadsheet aids the tabulation process, laying down the document proposals on the table and allowing your project management team to review them one by one should always be conducted. Evaluating the proposals in full force can help strengthen your decision-making process. Have another round of brain-storming session and come with the name of your preferred solution provider.
 
When selecting the final vendor, always promote the best interest of your organization. Consider answering these questions with full sincerity.
 
  1. Which vendor can provide the long-term benefits to your organization?
  2. Which vendor can provide the best and honest service from acquisition to full implementation?
  3. Which vendor is willing to devote most of its time in better serving its client?
 
Contact this solution provider and in your own strategic approach, try to get the answers to those three important questions above. In most cases, vendor who really wants to prove its craft will offer product demos on a higher level. Others will even invite you to check their already deployed and working systems. Feel free to connect with this type of vendor. Conduct simulation and testing, be it a cloud-based or on-premise solution. Examine all aspects and angles especially those that your project management team want to really know in-depth. For as long as it could help you arrive at a better decision, consider doing all the options available – for the interest of the organization.
 
Enter the Negotiation Process
Most solutions providers can be flexible in terms of pricing. Although the final say is oftentimes on the mouth of the sales person from the vendor’s side, a good negotiation process can always deliver a win-win situation to both parties involve. While negotiation sometimes cannot be settled in one sitting session, always be honest with your intentions whenever negotiating with your provider. If it’s about your budget, justify it with clarity. If it’s about their service plans, tell them what’s lacking or missing on their solution. At the end of the day, the most important event that should happen is that both of you are shaking hands because of a well done negotiation process.
 
Seal the Contract
So what are you going to do on a contract that involves a significant amount of investment? There are three project management approaches for this.
 
  1. Pass the ball to you legal team. They know what to do and more or less they will tell you if there is something wrong with the contract. Give them enough time to review before they affix their signature and then finally seal the contract.
  2. Hire a consultant base on the technical aspect that you want to clarify in the contract. If it’s the Scope of Work (SOW), a software implementation expert is the right person. If it is related to complex legal terms and conditions, a lawyer can help. If it has something to do with money, invite an accountant to conduct a thorough review and computation if necessary.
  3. Always consider consulting your project management team. Remember that the CIO, CFO and CEO are all team members. They will be the signatories and they know what’s best for the interest of the company when signing a contract agreement.
 
From evaluation to buying stage, it is important that the project manager must take full responsibility of monitoring all the works identified and distributed among team members. This is why delegating the right project manager is also an important consideration when buying a business software solution. And again, ITQlick.com wants to emphasize that whatever the size of your company is, using the project management approach will always lead you into a better outcome – that is getting what you paid for the right business software solution. 

ITQlick chart - 2023 best Insurance Software

2023 best Insurance Software | ITQlick.com

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Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of ITQlick.com. He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.