Top 15 Most Promising Insurance Software For 2022

Insurance Software

April 2nd, 2021   |   Updated on June 27th, 2022

Insurance has been in existence even before the currency system was introduced. Insurance has always been a risk management mechanism which has been used to cover untimely loss or emergency.

But thanks to globalization which came in the 20th century, the insurance process has become much more sophisticated and structured.

And gradually it has emerged as one of the strongest, influential and major industries of the corporate world.

Insurance sector has now emerged into a huge business house. These companies offer personal as well as commercial product lines which covers basic health, life, property and casualty protection as well as many other protections right from automobile accidents to mortgages.

Many other losses which have resulted from unlawful action, medical requirements, stolen products, medical emergencies, natural disasters and many other causes are also covered by insurance.

Now, the technology is also making its presence felt in this industry. There have been a number of growth opportunities here.

Insurance companies have increased their focus on customers by aligning technology like Artificial Intelligence and cyber-insurance. Thanks to future invention and re-invention, the sector is rapidly expanding.

The given list emphasizes some of the most important organizations of the industry who can act as a leader by taking care of their clients and by providing advice.

This list is prepared to help out individuals and corporate to target the right insurance technology who will meet their requirements and help to close the projects and task.

1. Applied Epic Software

Applied Epic Software

Applied epic is also called a cloud-based insurance solution whose main job is to assist agents, brokers, insurance providers and consumers.

Here the exchange of insurance data, information. Some of the other key features include policies and benefits administration, license tracking as well as document management.

Applied epic provides different features to the users. They provide comparison and verification of policies, documents as well as contracts. Using pre-built forms and templates users can design plan summaries.

This provides an opportunity to the users to educate employees and inform them about the Government mandated benefits as well as coverage.

In order to manage the sales process and track the performance against the individual said goals, an agent dashboard is a must.

In order to assist the sales team to manage their pipeline as well as other sales activities, the sales automation feature is quite helpful.

In order to maintain and track client history, agents can go ahead and use document management to create multiple folders as well as client reports.

This also eases out the communication between agents and customers through text messages. The solution can also be provided via phone as well.

2. Partner XE Software

Partner XE Software

In order to help clients with its ease of use, long term affordability and breadth of capabilities partner platform’s agency management system comes in handy.

This one is built for the agency which is mostly concerned about the community values and is fed up of the status quo of the overly complex management system.

Partner platform is actually supported by a team which is reliable and who you can call as the partner in true sense.

This is known to easily manage the life cycle of an agency-client relationship right from pre-sales to servicing and to renewal in a unilateral system which has sales, marketing, client policy, financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and also integration with third-party tools as well as industry partners.

3. Centralpoint – Insurance Software

Centralpoint - Insurance Software

A content management solution which is also known as the central point by Oxycon can be installed on-premise or accessed on the cloud from any of the mobile devices without even having the internet connection.

The modular application which can be deployed in a configuration suits the basic and specific needs of the company.

This solution caters to a large number of industries like baking, engineering, manufacturing, healthcare and likewise.

Centralpoint offers a number of applications which can be utilized in a modular manner or depending upon the larger suite and it completely depends on the need of the users.

Document management, digital asset management, reporting and analytics, website content management, manage the contract, record, and cases are all part of featured functionalities.

In order to capture documents and images on the cloud, the central point provides the ability to the users. You can also access central point support through online knowledge base and chat.

4. DRC Software

DRC Software

A cloud-based internet solution which enables both property and casualty insurance business which can be used to manage policy quotes, ratings, billing as well as claims.

This solution offers features for brokers, carriers, and policyholders.

DRC quote actually allows the users to automate the underwriting process which can also manage the re-entry of policy information.

DRC policy is known to enable insurance agents where quotes are converted into policies and the regularization is also done. Users can also search for policies or customers by their name, policy number, state, and quote number.

Automating rating tasks, underwriting services using product playbook tools is what DRC allows the users.

If you need help to process customer payments through agency bill, direct bill, as well as electronic fund transfer, can be done through DRC billing.

This is also a solution for recordkeeping, notification, verification, as well as reporting functionalities. Through phone also you can be supported.

5. WaterStreet Software

WaterStreet Software

WaterStreet is better known as a cloud-based insurance solution which is primarily designed for property and casualty insurance.

In order to manage quote to claim policy lifecycle support, a rule-based structure which is customizable, underwriting and real-time premium calculation, policy sales, quoting, issuance as well as policy management.

Multiple raters, access-controlled agency profiles, as well as document management tool are the important ones which are managed by the WaterStreet.

Litigating, life cycle tracking, risk management, claim accounting and cost management functions are offered by the claim management module. Email, live chat, and phone are the various mediums to avail support.

6. Indio Software

Indio Software

A cloud-based property and casualty insurance agency solution is Indio. It helps to manage and streamline insurance applications as well as the renewal process.

You can see a form engine here, which would let you to display questions which can help to gain response on some specific areas.

Notes creation, automated data population, digital signature, file import, data security are some of the major features of Indio.

By adding multiple contacts on platforms clients can also share forms or ask unsure questions and leave notes with other clients in order to collaborate with different departments.

Users are allowed to upload and store insurance documents and files in a secured digital repository here.

Indio also has the ability to create, manage and edit schedule workbooks and you can also import and export them for further use. You can request for the price and the support is also available online.

7. NowCerts Software

NowCerts Software

A cloud-based insurance solution called NowCerts is designed for insurance agencies of all sizes.

Some of the major functions here include commission tracking, task management, claims management, reporting, self-servicing certificates, reminders, calendars, dashboards as well as E signatures.

Users can also create projects, and assign tasks as well as track the progress. Acord forms are also available in quite different formats which can be edited, signed, emailed, faxed as well as saved.

With the solution, obtained users can create invoices, make payments as well as issue receipts. Users will also get reminded by the renewal dates as the date approaches.

In order to track agency and agent commissions, agency fees and courier fees you can use the solution here. Even their own certificates can also be issued by the users.

Google Drive, Gmail, QuickBooks, Sign now, Zapier and Twilio are multiple applications that are integrated with NowCerts. You can avail of the services of NowCerts on a subscription basis for every month.

8. Jenesis Agency Management Software

Jenesis Agency Management Software

A cloud-based solution called Jenesis which helps insurance agents who manage personal and commercial lines and earn new potential customers as well.

Some of the most important features are claim management, rating engine, policy processing, and reinstatement tracking. This is exclusively made for independent insurance agencies.

Association for Cooperative Operations research and development library comes with Jenesis. This comprises of both pre-filled and to be filled PDF forms.

The drag and drop features allow different benefits for the users like – creating, edit and import attachment of the images from the profiles of the client and the same is shared across the team.

The solution helps the enterprises to automate accounting tasks and the remittances can also be managed for the customers.

Integration with third-party applications such as QuickBooks and J books is also allowed by Genesis.

The same is available on the basis of the monthly payment and via documentation, phone, email and other online measures the support can be extended.

9. AgencyBloc Software

AgencyBloc Software

This is an agency management software for both life as well as health insurance agencies is called as agency blog which is a wise way to increase the company’s profit and increased customer satisfaction, and cost control in today’s rat race.

This solution enables a cloud-based agency management system which makes the user organized and efficient.

This solution is used to keep a track of policies, agents, commissions, and as well as reporting tool offers which is used to measure the performance of the business.

This document management feature gives the agent and other staff a centralized location where important documents and E scans are stored.

It has a software dashboard that enables users to view ongoing activities and which are both individuals as well as company-wide assignments.

The software provides a number of features to agents who are dealing with both health and life insurance, policy management as well as carrier tracking.

Both notes and documents to individual accounts can be attached which ensures quick retrieval. AgencyBloc enables you to have full access to any account right from contracts to policies, ongoing interactions, and documents that can be reached out through the internet connection.

This software can be scaled up later on to meet the needs of the company of an affordable economy model which depends on the number of users.

10. HawkSoft Software

HawkSoft Software

An insurance management solution designed for independent agencies is known as HawkSoft.

It offers both commercial and personal lines workflow and an automatic documentation process and thus a trail of client interaction is also built accordingly.

The core package of this software includes reporting suite, agency intelligence, as well as giving access to agents through vital business metrics and sales pipeline management tools.

The software also offers drag-n-drop functionality, real-time quoting, downloads, e-signature, phone integration, QuickBooks integration, pre-fill ACORD forms and certificates of insurance, batch email marketing and texting.

And in case you ever come through any problem then the support is available through phone, email or chat.

11. Agency Suites Software


A cloud-based workflow management solution from EZLynx is agency suites which blend from user website to customer quoting and client centers.

Users can also avail solution from their home, office as well as through their mobiles.

The retail package of this software has various features like mobile access, real-time quoting, carrier defaults, auto, and home pre-fills and google analytics access.

This software also allows users to pre-fill and then save quote templates with some of the common answers, producer codes and underwriting information.

The software also has various supportive features like analytic risk assessments, premium-change summaries, renewal notifications, historical premium changes, and pipeline management.

A real-time quoting platform is also provided where for multi-carrier submissions users can also input the data.

In order to store ACORD forms, producers can rate, bind and issue policies from carrier websites. Here you can avail of the support facility through the phone.

12. EZLynx Software

EZLynx Software

One of the insurance management software which is used to streamline all agency workflows is also called as EZLynx.

This is also known to improve sales and marketing performance and also monitors the performance of the insurance industry.

This one also provides back-office management features, CRM, marketing automation tools, which is used to solidify the relationship between agents, customers and future prospects.

An automated commission features for agents is also included here. This is highly suited for all agencies whose sole objective is to maintain a healthy relationship between all the relevant parties.

There are many information like policy documents, statements and more are stored here. And thanks to the reporting tools, you would be able to easily access the performance of the client’s accounts.

Thanks to this software your clients would be able to access print policy documents anytime.

The customers can also request any changes in the insurance policy and any other vital and confidential information can also be shared through the online medium.

This results in time-saving both on the part of customers and consumer executives.

EZLynx is known to come up with an engaging website for an insurance agency with an aim to achieve better customer satisfaction.

13. Applied Rater Software

Applied Rater Software

A cloud-based insurance rating and coding solution which goes by the name of Applied rater this then gets merged with the agency websites and the management system which provides users with a single point of data entry which can be exchanged for information.

Some of the basic features here are – pipeline visibility via Applied Rater’s configurable dashboard, integrated proposals, rates on multiple lines of business and more.

Applied Rater enables users to automatically receive personalized flood proposals that include cost indication and customer waivers.

The solution is also supported by integration with LexisNexis which is further allowed by the users to auto verify prospects and also for the customer’s vehicles and residential information.

Applied rater feature is a built-in template which is used to automatically pull rate quotes which the customers will require in case of formal proposals.

A one time set up fees are charged and post that only the monthly subscription needs to be paid through which the support feature can be availed. You can also avail of the support feature through call, phone or online customer support.

14. Eclipse Software

Eclipse Software

Another insurance-based management system for independent insurance agents who works on-premise as well as on cloud is known as Eclipse.

This facility is provided by single as well as multiple agencies location wise. This system is also helpful for the agencies to manage customers, policies, claims, company and producer commissions, financials and documentation.

One of the most important features of this software includes ACORD form filling, ledger accounting, accounts payable, accounts receivable, agency and direct billed billing and reconciliation, advanced reporting and carrier downloads.

Comprehensive reporting is also required to keep an eye on the agency’s growth, retention, activity and also to track financials.

This software also can be merged with the majority of business solutions like QuickBooks, InsureSign, Repost, Agency Revolution and more. Phone, email and live chat are available to access support for this software.

15. Patch Software

Patch Software

Another cloud-based insurance management solution which is widely used in the medical field by health centers, as well as practitioners which help in claim submission and other out of network benefit management, is called Patch.

Some of the important features of this software include ROI tracking, treatment planning, messaging, patient management, and insurance provider management.

Doctors can also use this software to examine the insurance coverage, eligibility as well as inform the clients about the expenses in real-time.

The solution here helps the doctor to submit their claims and track the reimbursements.

Even the counsellors are also allowed to reimburse the patient’s expenses against the ongoing treatment, payment process as well as track the revenue here.

This software also helps the doctors to review the surveys through social networks, and to analyze the customer behavior and to connect with patients over chat or email and resolve their issue over time.

Pricing for this software can be obtained through email or documentation.