Best Insurance Policy Software in the USA - Page 2
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Compare the Top Insurance Policy Software in the USA as of November 2025 - Page 2
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1
PDSpectrum
Priority Data
PDSpectrum is a web-based modern policy processing software solution that enables users to manage sales, billing, claims, and accounting. PDSpectrum features include accounting, claims, rating, underwriting, administration, document management, and more. PDSpectrum is accessible via a secure web-browser connection. PDSpectrum also provides full data connections and integrations to its partners such as LexisNexis, InsVista, and more. -
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Beyontec Suite
Beyontec
The Beyontec Suite is a fully developed, totally integrated, highly configurable, real-time, multi-line administration system for carriers and MGAs in the property/casualty insurance industry. It implements quickly with secure, scalable web delivery. The configurability of the Suite doesn’t require programming or IT intervention. The configurability of its Workflow Engine lets you do business the way you want to do it. And with the Suite’s intuitive interfaces and portals, your employees and agents will be ramping up their productivity in no time, regardless of the lines of business you write. To accommodate our customers’ budgetary frameworks, our pricing is as configurable as our product. Rather than asking our customers to pay a large, upfront licensing fee, we let them pay a minimal monthly subscription fee or a percentage of the premium processed by the Beyontec Suite. -
3
Applied Policy Works
Applied Systems
SME commercial lines is one of the greatest growth markets for brokers today, but your business needs to have the underlying technology to differentiate your products and services. Applied Policy Works enables you to generate submissions faster by allowing you to collect important risk information then automatically send it to as many underwriters as you want. This rids you of managing individual submissions and risking E&O situations. Automate your commercial lines process from marketing to renewing through standardized workflows to empower your CSRs, marketers and producers to serve customers faster and grow your bottom line.Starting Price: $99.00/month/user -
4
NinjaQuoter
Ninja Technologies
Our term life insurance quoter is 100% web based, and any rate or product changes are fed to your website and agent quoters in real time. No more annoying software updates! Ninja Quoter is all about marketing. It was built by agents, for agents. In today's environment, agents shouldn't rely on old school marketing and lead capture processes, because consumers are catching on to the old tactics. Ninja Quoter is the next generation of quote engines for both agents in the field, and for consumers online. No matter what we do, we focus on conversions. Period. Give your clients the experience they expect in this digital age! Access your Ninja Quoter life insurance tools from anywhere you have a connection to the internet. Insert a live life insurance quoter right into your agency Facebook page. Know how your website quoter traffic converts and what website quoter designs are returning the most ROI.Starting Price: $19 per month -
5
Meet changing market demands with a modern, rules-based life insurance policy administration solution that supports new business underwriting, policy issuance, billing, collections, policy processing, and claims for Individual Life and Annuity and Group Insurance all on a single platform. Rethink your business by consolidating policy processes for optimal, long-term efficiency. Scale up or down with a rule-based, life insurance policy management system that creates a digital ecosystem for an improved customer experience. Rapidly configure, manage, and bring group insurance products to market through a highly flexible, rules-driven policy administration solution. A life insurance policy management system on a single platform for individual & group that creates hybrid products and collaborates across businesses. Increase business agility with a componentized solution that shares business rules to increase speed to market and drives process automation reducing operational costs.
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6
LTC Quote Plus
StrateCision
The successor to StrateCision's acclaimed LTC Quote program for LTC quote comparisons, LTC Quote Plus is the new industry standard for comparing LTC policy rates. With LTC Quote Plus, you can get quotes for a single client or a couple, for virtually all current LTC insurance plans. Choose levels for all benefits, including special riders unique to the policy. Create single or comparative proposals, up to 6 on a page. Show additional illustrations such as cost of waiting, how inflation protection increases benefits, and alternative premium tables. Quotes are state specific and designed to mirror those of the carriers' software. StrateCision's LTC Quote Plus is an enhanced program which adds many features requested by users, including save and retrieve proposals Screen preview of all illustrations. Search for all plans with the benefits you are looking for, and rank them in order of increasing premium. Synchronize benefits for spouses. E-mail illustrations to clients.Starting Price: $25.00/month/user -
7
Partner Platform (Partner XE)
Strategic Insurance Software, LLC
Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner. Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners. -
8
Agency Office
Agency Office
Cloud based platform ensures that you never have to worry about buying and maintaining servers within your offices. Agency Office provides all its applications and websites from a tier 1 data center in UK, where a suite of powerful servers, running its virtualized infrastructure. These servers are configured in a load-balanced, highly resilient topology, with automated failovers, real-time backups, off-site regular backups, and redundant hardware. The management software for business transfer agents and commercial property agents. Agency Office provides commercial property agents and business transfer agents with cloud-hosted customer relationship management software (CRM), and market-leading responsive websites. Cloud based software ensures that you do not have to worry about buying and maintaining servers within your offices. We use the best practice for menu and screen layouts, and provide commonality for ease of use. -
9
Phoenix
Anodas Software
The insurance Policy Administration System from Anodas Software Limited. Phoenix is a tailored and scalable software solution for Insurers, Underwriters, Brokers, Managing General Agents (MGAs) and Claims Managers. An adaptable, feature-rich, modular platform to manage all key insurance business processes. Suitable for P & C and General Insurance, Phoenix also supports multiple territories, languages, currencies, taxation and regulatory requirements. Search facilities allow clients, policies or claims to be identified using minimal matching criteria, including pattern and wildcard searches. Search facilities allow clients, policies or claims to be identified using minimal matching criteria, including pattern and wildcard searches. Direct access can be obtained via the client, broker, policy or claim reference. All client details, including lifestyle and marketing information, can be used within the policy rating.Starting Price: $50000.00/one-time -
10
AGO Insurance Software
AGO Insurance Software
AGO Insurance Software, Inc. has been a recognized leader in software and services for property and casualty insurance firms, and we have provided proven, cost effective business solutions to insurers of all sizes. Our products include solutions for policy administration, claims processing, accounting, bureau reporting and expert systems. Our software can streamline your operations, making your business more efficient, productive and profitable. Our System is designed in a modular fashion which can be installed as a completely integrated system or separate modules that can be licensed individually. This provides the flexibility of collaboration with existing legacy or third party systems. -
11
AURA NEXT
Reinsurance Group of America
It’s tough to anticipate the future while keeping pace with the present. To succeed in the competitive life insurance market, you need a strategic underwriting solution built for what's now and what's next. More than just a rules engine, AURA NEXT is a future-ready SaaS-based decision management platform. AURA NEXT quickly provides the most comprehensive, accurate decision possible at the point-of-sale through data-driven underwriting and seamless integration with other front- or back-end processes. As consumer demands change, you need responsive, secure underwriting technology that keeps you future-ready. Built on the Amazon Web Services (AWS) cloud to handle variable demand, AURA NEXT is proven and highly scalable, and integrates easily with legacy systems and supports multiple distribution channels. Data visualization insights provide meaningful metrics and key performance indicators to enable strategic, operational decision-making. -
12
IDITSuite
Sapiens International
A digitally led, award-winning, end-to-end and modular Policy Administration System, supporting personal and commercial lines of business from acquisition, billing, claim and renewal. Low-code product and pricing configuration engine reducing delays and the complexity of new product introduction. Leverage the power of the cloud to take advantage of the latest in data security, compliance and system resilience. API orchestration connects multiple systems into a single, valuable ecosystem, powering third-party applications at speed. An advanced, integrated digital solution capable of managing all channels including broker, agent and direct-to-consumer. Converting information and data into actionable insights and a system of record for the organizational brain to power your business growth. An advanced, integrated digital solution capable of managing all channels including broker, agent and direct to consumer. -
13
Allfinanz
Allfinanz
ALLFINANZ is the automated new business solution delivering complete end-to-end capabilities across automated underwriting and advanced analytics. ALLFINANZ is about one thing and one thing only: helping you revolutionise your business. Its modular design means you can decide exactly how you want to work. And because it's underwriting agnostic, you're free to use the built-in starter rulebook, rulebooks from other re-insurers or to design your own with our easy-to-use rules designer application. It's your business and your choice. We understand that you already have legacy technology in place that you'll probably want to support and maintain. So we've made ALLFINANZ easy to integrate with both your existing systems and with new analytical tools and third-party data sets as they become available. It means you can spend more time driving business and less time on painful integrations. -
14
ForeSight
Insurance Technologies
Leverage the robust features of ForeSight® to maximize distribution strategies and automate the illustration sales process for greater business efficiencies, agility and increased speed to market. ForeSight® provides carriers advanced features including robust rules, pre-built sales tools and unique system customization to quickly promote products to distribution. Deliver a dynamic and guided illustration sales process, making the complex simple for your sales force so they can deliver products and solutions faster and with more confidence. Deliver anytime access to customized, accurate and compliant sales presentations for all lines of business from one sales illustration system. With ForeSight your sales force can quickly run, compare and illustrate life, annuity, disability, long-term care, critical illness and structured settlement solutions to solve their clients’ insurance and retirement goals. -
15
INSIS
Fadata
Winning and satisfying today's empowered consumers means having the right process foundations for your digital business. Fadata’s connected software solutions keep you ahead of the game. Insurers today are looking for the right digital business foundations, including the flexibility to respond quickly to new business opportunities, easy connectivity and other capabilities to help them stay ahead of the competition. Fadata’s insurance process platform, INSIS, is the most advanced and comprehensive solution available across all major lines of business. INSIS helps you release products more rapidly, drive engagement with your customers and partners, make processes faster and more efficient, and strengthen operational control and compliance. Capabilities are integrated on a single, highly flexible platform. -
16
Advanced Insurance System
Garvin-Allen Solutions
Advanced Insurance System (AIS) is used by organizations of all sizes and is designed to work as an out-of-the-box solution. At the same time, customers can modify and deploy products quickly while taking advantage of the broad configuration capabilities of the software. This modular integrated system can interface across platforms or operate as a complete policy administration solution for Personal, Commercial or Specialty lines of business. Configuring new lines is easy with AIS. AIS provides agents and insurers with the functionality they require to increase growth. In an increasingly competitive market, AIS delivers automation and self-service functionality to save time and operational costs while boosting sales. With the ability to create new products or enter new states at your fingertips, AIS provides the competitive advantage you have been looking for. -
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Here at AQS, we take pride in the quality of our coding and design ensuring the ease-of-use and consistent performance for our end-users: you! We develop our software hand-in-hand with current agents giving us a unique perspective and insight into the needs of your agency at every point of the development cycle. Intuitive design and a simplistic approach gives you quoting software that you can rely on. Our support staff are not only here to assist you every step of the way, but are also actively involved in the development of our products. That means, when you are talking to one of the support staff, you are talking to an active member of our software development team. Our quoting software consists of applications designed specifically for your Alliance system and each product type. This includes dependable software for Auto, Homeowners, Landlords and Condo quoting. The software works with data from AQS as well as other vendors.
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18
DRC RS X
Decision Research
DRC’s RS X powers our full insurance platform for personal, commercial and specialty lines. Discover how our easily configurable toolkit helps you bring insurance products to market, faster. Whether you’re a business leader, an actuary or an IT professional, DRC technology delivers a fundamental advantage to drive you further, faster. Adopting cloud-optimized solutions like the DRC Insurance Platform takes E&S product owners one step closer to comprehensive data storage, with greatly accuracy and improved operational efficiencies. We accelerate the ability of MGAs to do more with less and deliver exceptional value to their customers. DRC allows actuaries to model complex products quickly, using familiar tools that are delivered as enterprise services. Eliminate the IT and Vendor resource availability conversation and empower your actuarial team to be as creative as needed. -
19
BindExpress Suite
SpeedBuilder Systems
At SpeedBuilder Systems, our commitment is to develop software products that enable you and your customers to conduct business easier and faster. Whether you’re an insurance agent or the insured entity, our BindExpress Suite package is an end-to-end policy administration system that delivers exceptional ease of use, quick alterations, and superior results for personal and commercial insurance lines. From policy administration to claims processing to billing and premium accounting, this is the technology that will keep you miles ahead of the competition. -
20
ALIP
Accenture
A powerful SaaS solution giving you a competitive edge. Deliver new and tailored products faster, speed issuance and service, and streamline business operations. Empower a digital-first strategy to fundamentally change the way you engage and interact with your customers consumers, producers and agents alike—across all stages of the policy lifecycle. The Accenture Life Insurance & Annuity Platform (ALIP) is proven in its ability to help organizations transition to the speed and agility today’s economy demands. And we are leading the way—with our innovation, R&D, cloud experience and on-going investments—for carriers like you to drive digital transformation and operational excellence that enables you to more profitably get and keep happy customers. With ALIP you get one of the most innovative, fully configurable, feature-rich solutions on the market. -
21
WaterStreet System
WaterStreet Company
WaterStreet’s P&C insurance platform and policy administration services help your company do more. The WaterStreet services suite offers insurance business process outsourcing & extends a high-quality customer experience with sophisticated technology and processes. Better visibility and engagement with policyholders will better enable your agents to identify cross-selling opportunities and proactively assist customers when they need you most. Process automation and real-time document and data access ensure fast and deliver timely and accurate data for accountability and visibility. The WaterStreet P&C Insurance Suite pulls together all your data and processes eliminating the need to maintain multiple software systems for your business. Perfect example of great customer service between client and agent and agent to insurance company! -
22
One Inc
One Inc
One Inc offers a single platform built for insurance to process premiums and claims payments. It’s the one solution you need to deliver a frictionless payment experience. Close claims faster and save money on processing checks by paying claims digitally through ClaimsPay®. Increase customer retention, lower operating costs, and reduce security and compliance risk by delivering digital claims payments through payees’ preferred payment channels and methods. Give policyholders the digital payment options they want without getting rid of your existing core systems and processes. Securely capture payment information without storing it on your network. Make reporting and reconciliation fast, easy, and painless. Put money back into your pocket by processing inbound and outbound payments digitally. Gone are the long days of processing paper checks, and manual reporting and reconciliation processes. -
23
Ignite
Ignite Software Systems
Ignite Broker, our flagship system, provides end-to-end policy management, from quote & buy online to a full customer self-service portal, from niche bordereaux schemes to full-cycle EDI. We are unique in being entirely cloud-based and in using a single shared code base: so all our clients get upgrades every month. No more insurance legacy systems. Upgrading systems can often seem a daunting prospect. A valid concern is data migration, and the time and risk associated with it. Ignite has completed successful data migrations from SSP, CDL, OpenGI, TGSL, and other insurance broking legacy systems. Our experience in this field makes the process streamlined and presents a useful opportunity to cleanse and re-engage with your data. We work best as a team in a friendly, flexible, inclusive environment. We’re honest and professional, we go out of our way to create a happy environment, and we never let people down. -
24
Proformex
Proformex
User-friendly technology that helps you simplify post-sale servicing. A single, secure system of record and reporting for your life insurance and annuities data. -
25
omni:us
omni:us
Seamless integration into existing claims systems. Automate processes and reduce costs. No longer is it a choice between saving costs and improving the customer experience. Better decisions with data-driven insights. Automate manual processes. Empower your claims personnel. Invest in your customers’ happiness. Seamlessly integrate incoming claims with your insurance core system. Tackle process inefficiencies with claim automation and watch your customer satisfaction skyrocket. Reduced manual claims incidence of low to moderate complexity by automating claims handling. Improved triaging and manual claims assignment increased case team effectiveness drastically. Decreased process time for remaining manual claims. Allowed a real-time claims settlement in significant amount of cases. Automated digital claims journey by applying FNOL-completeness check, coverage check, automated claims file creation. -
26
BrokerEngage
Benefitalign
Avoid double re-directs - Experience a streamlined enrollment experience on a single platform while completing Special Enrollment Period (SEP) verifications, complex eligibility situations and reporting life changes, without visiting ‘healthcare.gov’. Efficient APIs - Application-programming Interfaces (APIs) in our EDE platform transfer data between the Federally-Facilitated Exchange for faster submissions, eligibility checks and renewals. APIs quickly calculate the appropriate cost sharing reductions and premium tax credits. Medigap Filters - This Medicare feature is designed to meet regulations. You can now quote, compare and add the optional riders for Medigap plans in BrokerEngage, without scouting through carrier portals. Healthcare Providers & Drugs - Find plans for your clients that include the prescription drugs & healthcare providers they need. -
27
CoverWallet for Agents
CoverWallet
CoverWallet For Agents, an Aon Company is a technology platform that provides Insurance agents with a single point of entry to access multiple carriers and lines of business. It gives agents a fast, simple, and efficient solution to provide commercial insurance to businesses simplifying the way Insurance agents and agencies quote their customers - Single streamlined application - Compare multiple, bindable quotes - Online bind - Manage accounts on one central online platform. One application for multiple lines of business including General Liability, BOP, Professional Liability, and more. As you enter information, the application prefills answers to questions and skips unnecessary information to save you time. Compatible on devices including mobile, tablet, or desktop. Instantly compare quotes from multiple top national carriers, no appointments needed. Recalculate quotes and adjust coverages, limits, and deductibles at the click of a button. -
28
FireLight
Insurance Technologies
Digitally transform the entire sales process across all lines of business with an end-to-end insurance and retirement sales platform that enables you to create cohesive and influential sales and buying experiences. FireLight® is a multi-carrier sales platform that delivers a suite of interconnected sales components that transforms the way insurance, retirement, and investment products are marketed, sold, and supported. Built from the ground up, FireLight provides a configurable, cost-effective solution to implement and manage, while offering a consistent user experience and shared data from account opening to the illustration through e-application and post-sale services. FireLight delivers unique flexibility along with a powerful rules engine, built-in e-signature, robust API capabilities, and self-managing tools, efficiently supporting various lines of business, workflows, and sales processes. Create cohesive sales experiences for your advisors and consumers with FireLight Sales. -
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Equisoft/manage
Equisoft
Off-the-shelf life, annuity & final expense insurance products are built-in and ready to launch. Including products with unit funds and a wide array of investment crediting rules. Complete support for bulk file transactions as well as portals for plan administrator and participant self-service. We've transformed clients with complex annuity products, and data migration in 6 months. No need for cloud architects, advanced CI/CD expertise, and little involvement from your IT staff. Consistent product launches and ROI keep you focused on innovating ahead of the competition. Consolidate end-to-end management of your agency, commissions, compensation, and claims with our modular approach to policy administration system implementation. -
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IBSuite
Insurance Business Applications
IBSuite facilitates the full lifecycle of insurance, from quote to bind as well as end-2-end policy administration, efficient claims handling, and billing, allowing customers to run a full-fledged insurance business as well as the ability to bring new customer journeys and digital business models to the market; quickly and cost-efficiently. Experience a personalized consultation with our insurance technology experts. Let’s delve into your unique challenges, explore opportunities, and strategize how IBSuite can empower your insurance business for growth and success. IBSuite streamlines the sales process and enhances decision-making through real-time data and analytics as well as external integrations. It enables insurers to adapt quickly to changing market conditions and maintain compliance with regulatory standards. With IBSuite you get true multi-channel capabilities and customer-centric design of new products and channels, supporting direct sales, sub-agencies, and white labels.