Managing an insurance agency can be quite complex even for veteran insurance agents. With insurance agency software, agencies can easily manage their operations effectively. Here are some of the best accounting software for insurance agencies available right now.
10+ Best Insurance Agency Software
1. Bitrix24
2. Indio
3. Jenesis Software
4. Phoneburner
5. NowCerts
6. Applied Epic
7. Rocket Referrals
8. AgencyBloc
9. HealthSherpa
10. Agency Matrix
11. Compulife Quote Software
What Is Insurance Agency Software?
Insurance agency software is a management software that allows insurance agencies to manage their insurance agency operations. The software allows insurance agencies to manage their operations effectively with its back-office software capabilities.
Benefits
Insurance agency software helps insurance companies to manage their agency operations effectively. The insurance agency management software also integrates with CRM software and marketing automation software to help them expand their operations and capabilities as insurance agencies. The software also helps insurance companies to improve their engagement with their customers and clients, which helps them gain positive prospects. The insurance agency commission software also includes automated workflow tools that help them to process their commissions and manage the back-office capabilities that help them manage their operations effectively. The software can also be implemented across the entire insurance agency for easy management of operations that help them keep track of its activities. The agency manager insurance software also helps insurance companies to improve their marketing and sales through sales monitoring software tools that help them keep track of their sales performance as an insurance agency.
Features
Insurance agency software should also be able to allow insurance companies to store information about their clients such as documents, statements as well as notes on the insurance client by the company. The insurance agency billing software should also provide reporting tools for users to generate insights on their insurance company’s sales performance and accounting. The insurance agency commission tracking software should also provide automation tools to allow the software to perform repetitive tasks without the need for human intervention. The agency management software for insurance agents should also provide a streamlined setup for insurance agencies to manage their agent workflows effectively.
- Store insurance client information
- Reporting tools
- Automated tools
- Streamlined agent workflows
Top 10 Insurance Agency Software
1. Bitrix24
Bitrix24 is an ultimate workplace program that enables businesses to manage their operations using technologies like form automation. Bitrix24 has 55 employees and earns annual revenue of $8 million.
2. Applied Epic
Applied Epic provides innovative and flexible software that helps insurance companies to manage their operations at their own pace. Applied Systems has 1,784 employees and earns annual revenue of $369.9 million.
3. Phoneburner
Phoneburner provides dialer software that makes it easy for insurance agents to reach out to their customers to get more profit. Phoneburner has 43 employees and earns annual revenue of $14 million.
4. Indio
Indio provides insurance agency software that helps them manage their insurance applications and renewal process easily is effective. Indio Technologies has 92 employees and earns annual revenue of $12 million.
5. Rocket Referrals
Rocket Referrals helps agencies grow their insurance operations better with no contracts nor set-up fees required. Rocket Referrals has 29 employees and earns annual revenue of $7.3 million.
6. HealthSherpa
HealthSherpa helps healthcare insurances curate affordable health plans for their clients. HealthSherpa has 51 employees and earns annual revenue of $6.6 million.
7. AgencyBloc
AgencyBloc’s agency management software helps insurance companies to manage their operations better with its tools such as industry-specific CRM and commissions processing tools. AgencyBloc has 44 employees and earns annual revenue of $6.4 million.
8. Compulife Quote Software
Compulife Quote Software’s life insurance quote software helps insurance agents to quote their prices to their clients easily. Compulife Software has around 25 employees and earns a revenue of around $5 million.
9. Jenesis Software
Jenesis Software provides an insurance agency management software that helps them manage their operations with their fingerprints. Jenesis Software has 19 employees and earns annual revenue of $2.8 million.
10. NowCerts
NowCerts’ agency management software provides intelligent and secure tools that help them manage their insurance operations safely. NowCerts has 8 employees and earns annual revenue of $1.2 million.
FAQ
What other software integrates with insurance agency software?
Insurance agency software often integrates with CRM software and marketing automation software that allowing insurance companies to improve their relationship and the way they engage with their customers and partners. The software also integrates with office management software as it allows for automated workflows and commission processing.
Is insurance agency management software a standalone product or a feature of another software?
Insurance agency management software can be offered both as a standalone product or a feature of another software suite such as integrated insurance suites software.
How much does insurance agency management software cost?
Pricing for insurance agency management software can range from free to $1,000 per year or more with some software offering custom pricing which increases its pricing as it offers more features through subscription tiers. Pricing for insurance agency management software varies depending on the features available and the intended users. Small insurance companies may benefit from low-cost insurance agency management software while large companies may benefit from high-cost insurance agency management software.
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