Insurance Agency Management Software List (July 2025)

myCOI transforms how companies manage risk by joining insurance experts and next-generation technology to make the complex feel simple, achieve insurance compliance, and protect against costly claims. myCOI delivers the new industry standard in third-party compliance.

Adaptive CRM, Cloudia Assistant is a fully featured Insurance Software designed to serve SMEs, Agencies. This online system offers Commission, Contact, Document, Policy, and Quote management in one place.

Partner Platform is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems. Easily manage the entire life-cycle of your agency's client relationship.

eBSEG Digital Insurance is an OmniChannel solution that empowers insurance organizations to offer their services seamlessly across mobile and web platforms. With features like policy viewing, claim submission, bill payments, and live agent chat, customers can easily access and manage their insurance information. The solution also enables customers to capture and submit car accident claims effortlessly, as well as carry their medical ID card on their phones for convenient access to medical services. Additionally, policy calculators help customers understand pricing models, facilitating informed decision-making.

Newton features powerful dashboards, robust accounting, personal commercial and commission download, local or cloud hosting and much more. 

RiskRevu transforms agency processes into digital forms to help insurance agents collect data. The forms are built by licensed agents and incorporate conditional logic to capture important risk details. The data responses are emailed directly to users after completion and are also stored in the platform.

Managing LinkedIn leads has never been easier. LeadCRM transforms their sales workflow by seamlessly syncing LinkedIn prospects to their CRM with powerful two-way synchronization. This intuitive Chrome extension eliminates manual data entry, instantly adding leads to their system to save time and reduce errors. Built with busy sales teams in mind, LeadCRM keeps everything organized in one centralized hub. Sync LinkedIn conversations, tasks, and enriched lead details effortlessly to maintain an accurate, conversion-ready pipeline. Whether prospecting on LinkedIn, websites, or social media, LeadCRM streamlines the process, so they can focus on building relationships and growing their business. With integrations into top CRM platforms, LeadCRM simplifies lead management, boosts productivity, and helps expand its audience. Say goodbye to juggling multiple tabs and let LeadCRM handle the heavy lifting, giving they more time to connect with prospects and close deals.

Macaw Agency Management System supports the functions and workflows of Insurance Agencies, Brokers and Managing General Agents. The functional areas supported are CRM, Sales, Underwriting, Policy management, Claims recording and tracking, Billing, Payments and Customer self-service.

Automate and standardize your entire Commercial Lines book of business

Insillion revolutionizes insurance agency management by transforming the rating, distribution, and underwriting processes into an Excel-driven, independent, and configurable experience. Targeting MGAs, MGUs, and Program Administrators, Insillion allows users to kickstart the Quote-to-Bind process instantly with Rater-Excels, leveraging their expertise in Excel to build a powerful rating engine. Forget about templates and domain-specific languages; simply upload existing Excel files and see them seamlessly converted into rating structures. Users can effortlessly create, iterate, and launch products with ease, customizing workflows based on personas and product lines to manage multiple programs efficiently. Automatic policy form generation removes the need for programming, while a Generative-AI powered tool handles complex business validations. Enhance policyholder communication with tailored CCM templates and manage the entire policy lifecycle—including New Business, Endorsements, Cancellations, and Renewals—through a unified portal. Insillion enables straight-through processing and referral setups to bind more business, enriches underwriting with third-party data, and provides tools for submission tracking and contextual collaboration. With Insillion, agencies can streamline operations, improve efficiency, and focus on growth.

Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing.

Total Lead Domination (TLD) CRM is specially geared for the insurance sales industry. TLD is the most effective software solution for your sales operation or call center. We have developed our system based off of numerous call center's workflows. We provide your CRM, Dialer and VoIP services you can use with our free softphone. Experience the benefit of a fully managed call center solution. Our experts in the insurance industry, sales and call center management are here to help you.