TLDCRM Alternatives: Top 10 Insurance Agency Management Software in 2025

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.

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.

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.

Through unique carrier partnerships, Bold Penguin can get instant access to the world’s largest commercial insurance carriers. User can also maximize the value of direct relationships. Either way, they can have quoting online on the same day.

Damco InsureEdge is a unified insurance software for policy and claims management and is used by insurers to streamline several business operations. The intelligent insurance software offers technology-backed functionalities that address different challenges pertaining to timely processing of claims, faster onboarding of customers or policyholders, renewing existing policies, and addressing customer queries efficiently. Designed for the global insurance market, InsureEdge is powered by technologically-enhanced functionalities to deliver a seamless and personalized experience to the customers by bringing all stakeholders to one platform.

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.

Automate and standardize your entire Commercial Lines book of business

Pazcare is India's leading Employee Benefits & Health insurance platform. Give your team a enhanced benefits like never before - Mental wellness, Virtual doctor consultations, Regular health checkups, Dental treatments, Personalised fitness plans and more.

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.

QQCatalyst, an Agency Management System that provides operational, marketing, and sales pipeline management tools. Insurance Agencies CRM, Insurance Marketing Management, Insurance Agents/Brokers Sales Management, Book of Business.

Explore all of your options when choosing the correct agency management system for your agency.