Without a doubt, life is unpredictable, we experience its best and its worst. All that we have control over is preparing now for the future. This is where life and health insurances come in. Insurance companies offer a range of services for different people with different needs. Getting insurance as early as you can surely benefit you in the long run. With this, Life & Health Insurance agencies need to efficiently manage their operations to cater to the needs of their clients.

Read the full article to know more about a software that you can use, its benefits, its features, the top 10 software available, and the answers to the frequently asked questions by its users.

5+ Life & Health Insurance Agency Management Software

1. ILife Technologies

ilife technologies

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Rating: 5/5

Price: FREE

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2. AgencySmart

agencysmart

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Rating: 4.8/5

Price: $49/month

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3. AgencyBloc

agencybloc

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Rating: 5/5

Price: $65/month

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4. NextAgency

nextagency

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Rating: 5/5

Price: FREE

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5. Gen4 Agency Management

gen4 agency management

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Rating: 5/5

Price: Custom

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6. AgentCubed

agentcubed

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Rating: 5/5

Price: Custom

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What is Life & Health Insurance Agency Management Software?

Insurance agencies need to organize and manage their front and back offices to ensure quality services. Life & Health Insurance Agency Management Software is a platform that manages the back-office operations of insurance agencies. This software is equipped with marketing, sales, document management, customer relation management, information system, and other aspects of the back-office.

Benefits

Using a Life & Health Insurance Agency Management Software ensures that everything in the back-office operations is managed efficiently and effectively. This software also eases your mind because something is in-charge of management.  Using this software will give insurance agencies an efficient workflow to maximize their human resources.

Features

There are different tools, functionalities, and features present in this software to maximize its performance. Among the common ones are Life & Health document management functionality, workflow management, CRM, and communication tools.

More benefits and features are present in the list of software platforms below.

Top 10 Software

1. ILife Technologies

Providing an interactive experience for your clients— ILife Technologies. This is the world’s first insurance agency hub that offers a complete solution for agency needs. ILife Technologies is equipped with tools such as branded website, digital browsing, CRM functionality, competitive edge, work remotely, automated, underwriting, carrier possibilities, team dashboard, and ILife store.

2. AgencySmart

Work smart, be smart, and choose AgencySmart!  This software aids the management needs of every insurance agency. This highly rated platform can be enjoyed for only 49 USD per month. AgencySmart offers a fully integrated management solution fit for every type of insurance agency.

3. AgencyBloc

The number 1 agency recommended management system— AgencyBloc. This perfectly rated software is priced at 65 USD per month. AgencyBloc allows you to manage your insurance agency anytime and anywhere. Grow your business with its portfolio of resources, products, and services. AgencyBloc improved client relations and gather prospect relationships.

4. NextAgency

A perfectly rated insurance agency management software system that is free to use? NextAgency is the platform to be! This software is time-saving, money-saving, and client serving with their advanced CRM, marketing, and commission tools.

5. Gen4 Agency Management

This is the agency management system that the whole team will appreciate— Gen4 Agency Management. This is equipped with a sales system, agency management CRM, benefits websites, online enrollment, and any other services that agencies need.

6. AgentCubed

AgentCubed understands the overwhelming feeling of every insurance agency, hence why they provide simple and user-friendly services perfect for every need. This perfectly rated platform is cloud-based and insurance-based to optimize the use of this software. AgentCubed has 12.5k users and growing. This software is trusted by the world’s leading insurance agencies like BlueCross BlueShield, Highmark, Scan Health Plan, and National General Insurance.

FAQs

Is Life & Health Insurance Agency Management Software easy to use?

Like any other software, Life & Health Insurance Agency Management Software needs learning time, however, this software is straightforward and easy to learn.

Who uses Life & Health Insurance Agency Management Software?

Life & Health Insurance Agency Management Software is used by agencies, companies, management teams, and life & health insurance providers.

Is Life & Health Insurance Agency Management Software for free?

Life & Health Insurance Agency Management Software is reasonably priced at various price points. Some offer free use of their basic services, while some have a free trial for a limited time.

While people avail of life & health insurance, agencies and companies need to ensure that their management is effective and efficient to the needs of their clients. A Life & Health Insurance Agency Management Software aids in fulfilling a well-managed back office. Be sure to check on the full list above to find out the best one for you.

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