Insurance Agency Software
Running an insurance agency means juggling client files, policy details, commission tracking, and deadlines across email, spreadsheets, and filing cabinets. Insurance agency software brings all your clients and their policies into one searchable hub, so you stop hunting for documents when renewal time hits. You can track commissions and payouts automatically, manage leads and renewals from a calendar view, and pull reports on which book of business is performing without manual tallying. The real win is having instant visibility into client history and policy status when someone calls with a question, plus the ability to batch-process routine tasks like sending renewal notices instead of clicking through fifty individual emails. If you are after something more specific, have a look at our Claims Processing Software or Insurance Policy Software categories.
WaterStreet Company delivers value to small and midsize property & casualty insurers by supporting their operational and technology needs so they can work more efficiently, When a P&C company wants a customer experience that equals — or exceeds — what the biggest players in the… Learn more about WaterStreet.
Wefox is a pioneering insurtech platform that has revolutionized the insurance industry by seamlessly connecting insurance companies, brokers, businesses, and customers. Founded with a vision to simplify access to digital insurance solutions, Wefox leverages cutting-edge… Learn more about wefox.
Wellthie is helping to modernize the insurance shopping experience, offering the first and only national small group benefits marketplace designed to help carriers maximize product distribution, brokers optimize small group sales, and small businesses find health insurance… Learn more about Wellthie.
Xactware Solutions is a Verisk Analytics company that specializes in the property insurance, remodeling and restoration industries. Xactware’s technology tools include estimating software programs for PCs and tablet PCs, as well as powerful online systems for replacement-cost… Learn more about Xactware.
Xanatek offers a variety of software programs designed for the insurance industry. Its primary program is called Insurance Management Solutions (IMS)-a powerful, innovative system that offers comprehensive agency management and document imaging capabilities. Designed by… Learn more about Xanatek.
XDimensional Technologies®, Inc. (www.xdti.com) based in Brea, CA, develops and markets comprehensive insurance processing and distribution solutions, that empower and connect agents, brokers, wholesalers, MGAs/MGUs, program administrators, carriers, and policyholders, driving… Learn more about XDimensional Technologies.
Xemplar Insights develops Digital Transformation Solutions for Insurers and Commercial Fleets using Smartphone and Cloud Computing technologies. Solutions are designed to provide simple yet powerful features - to curb unsafe driving habits and enhance customer/employee… Learn more about Xemplar Insights.
AgencyKPI, Inc. is an Insurtech company based in Austin, Texas, founded in 2017 by Trent Richmond and Bobby Billman. The company specializes in business intelligence and data analytics solutions tailored for the insurance industry. Its platform addresses the needs of… Learn more about AgencyKPI.
AgencyRoot is a management platform tailored for the crop insurance industry, developed by professionals with extensive experience as agents and support staff. This expertise allows the company to deliver high-quality services and products that meet the unique needs of crop… Learn more about AgencyRoot.
AgencyZoom powered by Vertafore is a cloud-based sales automation software platform tailored for insurance agencies. Acquired by Vertafore in November 2021, it integrates seamlessly with Vertafore’s suite of agency management systems, creating a modern ecosystem for insurance… Learn more about AgencyZoom.