Best Insurance Software Solutions for Your Business in 2025

Looking for the best insurance software to streamline your operations and stay ahead of the competition? We’ve compiled a comprehensive list of the top insurance software tools to help agencies of all sizes from solo agents to enterprise-level firms find the right solution.

Whether you need to manage policies, handle claims, track commissions, or boost client communication, our software comparison includes features, pros, alternatives, and ideal use cases to help you make the right decision for your agency.

Top Insurance Software Tools in 2025

1. ACAExpress – Fast & Simple ACA Enrollment

Best for: Health insurance agents
Key features:

• Enroll clients in ACA plans in under five minutes

• Streamlined and agent-first interface

• Helps increase productivity in an evolving market

ACAExpress simplifies ACA plan enrollment, giving agents control over the process while ensuring speed and accuracy.

2. Jenesis – All-in-One Cloud-Based Management

Best for: Small to mid-sized agencies (1–50 users)
Key features:

• Personal & Commercial Lines management

• Built-in email marketing & communication tools

• Client portal access for policyholders

• Pre-filled ACORD forms for faster processing

Jenesis enhances client relationships and improves workflow efficiency with an integrated CRM and automation tools.

3. Sentry – Real-Time Error Tracking

Best for: Developers in insurance tech
Key features:

• Open-source monitoring and error tracking

• Instant visibility into code impact

• Rich contextual data for debugging

Sentry helps tech teams instantly identify and resolve issues, making it ideal for insurtech companies with custom apps or platforms.

4. Bitrix24 – Cloud Telemarketing & CRM

Best for: Global sales teams
Key features:

• Telemarketing software with multi-language support

• CRM, tasks, projects, and document sharing

• Cloud and on-premise options

Bitrix24 lets insurance sales reps work from anywhere while managing calls, clients, and documents in one platform.

5. Commence – Complete CRM for Growing Agencies

Best for: Agencies with 10–100 users
Key features:

• Sales, marketing, service, and project management

• Integration with Google & Outlook

• Mobile access and multi-industry support

Commence is an intuitive CRM system designed to improve productivity and collaboration across teams.

6. mPACS by Mandon Software – End-to-End Insurance Operations

Best for: UK-based agencies
Key features:

• Manages quotes, claims, policies, and workflow

• Open API for third-party integration

• Cloud and on-premises deployment

mPACS is an all-in-one insurance management system offering scalability and reduced manual errors.

7. Commission Tracker – Optimize Commission Management

Best for: Agencies tracking group and individual benefits
Key features:

• Tracks producer commissions

• Generates in-depth business reports

• Eliminates spreadsheet reliance

Commission Tracker simplifies the complex task of commission management with automated reporting.

8. QQ Catalyst – Innovative Cloud Agency Management

Best for: Modern insurance agencies
Key features:

• User-friendly interface with no setup fees

• 30-day money-back guarantee

• Supports 5,000+ agencies and 23,000+ agents

QQ Catalyst is a cutting-edge platform designed for agencies that value innovation and ease of use.

9. NextAgency – Complete Agency Management for Life & Health

Best for: Life, health, and senior insurance agencies
Key features:

• CRM, commission tracking, and marketing automation

• Seamless calendar and email integration

• Built-in reports and workflow automations

NextAgency saves time and boosts client retention with intelligent tools designed for efficiency.

10. Cloudia Assistant – Smart CRM with Calling Features

Best for: Sales teams with high lead volumes
Key features:

• CRM with quote generation and commission tools

• Built-in dialer and mass messaging

• Custom data views and team collaboration

Cloudia Assistant improves lead tracking and outreach, all within one connected CRM workspace.

11. EngageBay – Affordable All-in-One CRM for Small Agencies

Best for: Startups and small insurance firms
Key features:

• Lead capture, email marketing, and automation

• Landing pages and pop-ups

• Affordable pricing with extensive features

EngageBay is a cost-effective tool to attract and nurture leads with professional marketing features.

12. Anagram (formerly Patch) – Out-of-Network Insurance Claims

Best for: Healthcare providers
Key features:

• Digital out-of-network benefits and claims

• Instant claim filing and reimbursement visibility

• No more paper claims or long hold times

Anagram simplifies insurance workflows by automating patient reimbursements and claim management.

13. Virtual Claims Adjuster – Web-Based Claims Management

Best for: Claims-focused insurance operations
Key features:

• AI-enhanced claims tools

• Seamless integration and user customization

• Web-based interface and scalability

Virtual Claims Adjuster increases efficiency in claims processing with modern design and proactive monitoring.

Insurance Software Comparison Table (2025)

How to Choose the Best Insurance Software for Your Agency

Before selecting a solution, consider these essential factors:

• Scalability: Will it grow with your agency?

• User Interface: Is it intuitive for your team?

• Key Integrations: Does it sync with your tools (email, calendar, CRM)?

• Deployment: Cloud, on-premises, or hybrid?

• Customer Support: Is training or onboarding available?

Conclusion

The right insurance agency software can help your business automate workflows, boost client satisfaction, and stay competitive in a fast-evolving industry. From ACA enrollment to CRM and claims management, each platform on this list caters to specific needs.

Whether you’re a small startup or a large agency, there’s a perfect match for your operations. For top-tier tools, NextAgency, Jenesis, and QQ Catalyst lead the way in innovation and value. If you’re just getting started, EngageBay or Commission Tracker offer strong features at a reasonable price.