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Top Software for Insurance Providers

August 10, 2017 by Kenzie Earle

Insurance providers, carriers, MGAs, brokers and agents all need software to make the process of buying and selling insurance an easier process for all parties involved. In recent years, automation within the insurance industry has expanded to include digital options for the way the modern insurance consumer lives his life today. The most helpful software products for insurance professionals are ones that are rated highly in the areas of customer service, ease of use, value for money and features and functionality. Here are some of the latest innovative software products revolutionizing the insurance industry. 

Agency Management Systems


For Health & Life agencies, AgencyBloc is a great choice. This system is designed especially for the health/life agent and includes capabilities for customer relationship management, commissions, marketing automation, lead management and more. It is an all-in-one system receiving high star ratings from users as a great management tool. Customers gave this software a 5/5 star rating in the areas of overall customer satisfaction, ease of use, features and functionality, customer support and value for money.

Customer Relationship Management (CRM)

AgentCubed is a CRM software that combines functionality for CRM, Lead Management and policy management all in one platform. This software integrates with call centers, field agents and brokers to automate lead distribution. This software platform is customized for medium to large agencies as well as call centers. One note to remember – AgentCubed does not currently service independent agents.

Producer Administration

Producer Pro by CallidusCloud is designed to automate producer administration. It currently supports more than 2.5 million users and handles billions of transactions monthly. This software is designed for insurance carriers to help manage agents and producers with real-time visibility into producer information and the ability to maintain producer data to comply with regulatory requirements.

Rating Software

Jenesis Software is a top-rated software product for agency rating. It offers comparative insurance rating for casualty insurance, personal insurance and multi-state exposures. In addition to agency insurance rating, Jenesis also has features for claims, commissions, contact management, document management, policy and quote management. This software works best for rating purposes for P&C (Property and Casualty) Independent Insurance Agencies focusing on personal and commercial insurance lines.

Sales/Lead Management/Marketing

Sales and lead management/marketing software is a top priority for those in insurance sales. The importance of being able to track a lead from the moment of inception all the way through to the binding of the policy is essential in increasing performance of the sales department. One software that combines marketing, lead management and CRM capabilities to keep sales organized is Market Quest for Insurance by Market Focus. This software combines leads from company, website, landing pages, and leads from any providers and then exports them into Excel and CSV files.

Certificate Software

Certificates software allows agents to outsource issuing insurance certificates. A top-rated certificate software is NowCerts. With NowCerts, agents can send certificates via FAX, E-mail or by US mail. It also integrates with QuickBooks and allows for integration with carrier downloads, CRM policy management systems, accord forms and commission tracking. Another helpful feature is a tool that allows agents to obtain loss runs.

Payment Processing

Modern payment platforms offer a next-generation B2B payment engine for accepting electronic payments in order for companies to get paid faster and automate processes. With PayStand, businesses can accept payment via eCheck, ACH, and credit/debit cards with low transaction fees, providing tremendous cost savings. If a company needs to charge a customer again, they can save payment information securely with Fund on File, and charge customers via recurring/schedule payments. In addition, PayStand integrates with top ERP software, such as Xero and NetSuite, in order to seamlessly provide payment options directly on invoices, making it easier for customers to pay on time. 

In you’re interested in learning more about B2B payment processing and accounts receivables automation, don’t hesitate to contact us today. 

Tags:   Top Software, insurance, AR