Best Insurance Policy Software in the USA - Page 3
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Compare the Top Insurance Policy Software in the USA as of November 2025 - Page 3
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1
MGA Systems
Vertafore
Vertafore's MGA Systems is a specialized policy administration solution designed for Managing General Agents (MGAs) and program administrators, enabling rapid introduction of new products and lines of business. It offers integrated policy administration, accounting, and claims management, complemented by event-driven workflows that efficiently drive operational processes. Its agile development approach allows for the swift delivery of specific customizations, while open APIs facilitate easy integration with other systems. MGA Systems addresses unique needs for managing ultra-specialized risks, distribution models, and third-party integrations, providing complex customized reporting capabilities. By streamlining processing through MGA workflows and integration with rating tools like NetRate, users can rate, quote, bind, invoice, and issue policies efficiently. -
2
InsureCert
InsureCert Systems
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly. -
3
FirstGen
NTT DATA FA Insurance Systems
FirstGen is NTT DATA's answer to the challenges faced by P&C insurers. FirstGen is a new generation, web-based policy administration system, which covers the full cycle of insurance operations from point of sale right through to the general ledger. FirstGen supports all classes of P&C insurance to cater to the insurance industry's requirements. FirstGen makes full use of parameters, tables and rule engines for the configuration of products including rating and authorization levels. The externalization of business rules, allow changes to be quickly made without any coding changes. FirstGen is flexible, scalable and can quickly be deployed. Additionally FirstGen supports multi-currency transactions along with multi-lingual capabilities. Offered by NDFS, FirstGen Cloud provides end-to-end management of core insurance processes along with OPEN APIs and integrated services that deliver delightful user experience across various digital touchpoints. -
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NIS
NIS
NIS has been providing industry-leading technology solutions to the travel, health and expatriate insurance industries for over 20 years. Trusted by our customers and partners across the globe, our software products provide end-to-end coverage of the entire insurance value chain. From start-ups to large enterprises, our solutions are highly scalable and can be customized to fit your organization’s exact needs through our innovative configuration toolkits. Insuring individuals and families before, while, and after travelling. Insuring working professionals and families while living and working abroad. Insuring individuals and families covering health related incidents and treatments. Insurance covering x-rays, exams, preventive cleanings, procedures, and other dental treatments. Protection of lifestyle in the event of incapacity due to illness or injury. Group insurance of employees of company or members of an organization. -
5
ValueMomentum
ValueMomentum
ValueMomentum is the largest standalone provider of IT Services & Solutions to Insurers & Financial Services Firms. Leading Insurance & Financial Services Firms Trust ValueMomentum with their Digital, Data, Core and IT Transformation Initiatives. IT services with Property & Casualty (P/C) insurance specialization and with a focus on speed and digital transformation. For us, P/C specialization is not just expertise on widely used applications, it is also a deep understanding of P/C insurance lines of business, products, actuarial models, underwriting rule sets, rating logic, filing, forms, agent concerns, customer concerns, bureau data, 3rd party data analytics, and much more. Similarly, we drive speed & digital transformation with teams of P/C experienced analysts, programmers & testers, who are well versed in the applications, business processes, and business activities of insurance. -
6
Instanda
Instanda
The INSTANDA platform enables carriers and MGAs to create, build and implement complex insurance products in a matter of weeks or months. Capitalize on opportunities and be first to market with agility, speed, and ease. INSTANDA’s fully customisable policy administration platform allows clients to build for numerous product lines and channels. Underpinned by sophisticated underwriting and distribution capabilities, INSTANDA gives insurance teams the ability to innovate at scale and deliver solutions to markets at lightning speed. The speed at which businesses need to run in order to remain competitive is changing how insurance organisations operate. INSTANDA reverses the thought process of a traditional policy admin platform. Starting with the customer experience and allowing the platform to create the back office and data environment. -
7
CompVISION
PCIS
Handle the complex with configurable ease including All Rating Plans, Large Deductibles, Retrospectively Rated, Customized Programs CompVISION can be deployed “headless” in concert with multi-line systems, underwriting workstations, and third party portals. Need the industry’s most advanced ratings engine, only. CompVISION’s Web Rating Engine can be deployed independently. -
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ISI Enterprise
Insurance Systems
Insurance Systems Inc. (ISI) was founded in 1997 when Terry Neilson recognized a need for modern IT solutions to change the way insurers operate and interact with their insureds and stakeholders. On that premise, ISI began to build and implement custom software solutions for Property & Casualty insurers but as our organization grew, and the insurance industry evolved, so did insurers technology needs. For insurers to remain competitive, they required advanced graphical user interfaces (GUI) with the flexibility to implement new products and business changes through configuration, not software development. In 2010, we first introduced ISI Enterprise, a truly end-to-end solution that is flexible, configurable and scalable for all P&C insurers. Since its initial rollout, our team of business analysts, architects and quality assurance analysts have continued to design and implement new features on its advanced architecture to meet the ever-changing marketplace. -
9
Synergy2
Eurobase International
Synergy2 is a scalable web-based solution that incorporates an InsurTech ecosystem to manage the full lifecycle of your (re)insurance operations. The platform covers everything from client management, underwriting, claims, accounting, reporting and (retro)ceding, ensuring your business is optimally streamlined for efficiency. Arrange a call with the Synergy2 team, come and meet us, discuss your issues and thoughts. Let's get our teams together and look at how we can help overcome your challenges and identify the highest risk vs the quickest wins. We’ll work with you and any of your chosen 3rd parties to improve your performance and regain control using our cloud-based platform. -
10
ISMIS
Cover.Net
ISMIS delivers market-leading functionality, out-of-the-box, with the agility to adapt and add enhanced features. Our UK based expert Chartered Insurance Institute and Microsoft qualified Insurance Technologists are here to advise and support you from planning right through to implementation and ongoing support. Designed for MGAs and insurers, our fully hosted, web-based platform ISMIS has been built with scalability in mind enabling incredible speed-to-market. With ISMIS you can sell and administer your products through your broker network, directly to the client or via integration with aggregators and comparative broker platforms. Full point-of-sale functionality to quote, transact and produce high quality PDF policy documentation for new business, mid-term adjustments, cancellations and renewals across a range of product types and business lines. -
11
CTrax
JDi Data
Automate your work using proprietary OCR technology that will instantly read and populate your COIs in the system. Our certificate of insurance tracking software saves you and your workforce hours of manual entry. Don't let expired COIs slip through your fingers! Easily schedule renewal requests and generate emails that quickly communicate with necessary parties about their policy status.Keep all of your information at your fingertips! Conveniently view all critical COI data with our configurable, easy-to-use interface. Don't have time to be the middleman? Producers, Providers, and Vendors can upload Certificates of Insurance directly to CTrax and check the status of their COIs on file for on-the-spot verification. Organize projects with confidence! Effortlessly group COIs by project to conveniently manage and track vendors over time. The ideal solutions for clients who use vendors across multiple assignments. -
12
Mutual Expert
ECCA
Expert simplifies things for your agents while keeping you connected to your insureds. This makes Expert a key asset for your company, helping you retain and grow your business. Go Grellow for your company by switching to [dot] Expert, a flexible yet easy-to-use system that enables you to manage all aspects of a policy’s lifecycle. Gain complete control and flexibility over your policy rating, underwriting and management. Streamlines your routine process while reducing your operational costs through automation and batch processing. Take advantage of a comprehensive report library that displays the data you need from all aspects of your business. Improve your customer satisfaction with faster claims processing and easier access for both agents and insureds. -
13
EZ-Audit
InsuraTek
EZ-Audit is a premium audit application used by thousands of auditors employed by the world’s largest insurance companies. Some of the smallest fee companies use EZ-Audit as well. The program is flexible enough to accommodate the needs of any size company. EZ-Audit is an excellent tool for new auditors because it presents all the screens necessary to capture audit data in a linear fashion. Yet it is also powerful enough for the largest multi-entity, multi-state, multi-location, multi-auditor audits and allows instant access to any audit data. InsuraTek, LLC is a leading provider of application software for the insurance industry. We use the latest technology from Microsoft, including Visual Studio 2019, and we support SQL Server versions 2005 through 2019 to maintain compatibility with our customers. We have been developing exceptional software for the insurance industry since 1984, when we developed the first premium audit application for portable computers. -
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Fermion Merimen
Fermion
We are a market leader in providing a collaborative and information exchange platform for the insurance industry. As the pioneer in offering Software as a Service (SaaS) for the motor insurance industry, we have successfully deployed this model throughout the insurance ecosystem communities. We have enabled our clients to grow without disproportionate overheads and provided rapid transformation capabilities with lower risks and predictable cost using our infrastructure. -
15
PCRS
PCMI
Allows users to provide real-time rates and contracts to dealer menus via eRating and eContracting. Users are able to issue policies with electronic signatures and present products to consumers through their own point of sales channels and/or their partners. Having 140+ partners in our network gives dealers the ability to connect to the eMenu or DMS system of their choice. Our policy administration software supports billing, commissions, cancellations, and different statuses of the policy throughout its lifetime, allowing for seamless coverage rating, contracting, and contract remittance. Being fully integrated with your accounting system lets you create, manage, and modify your agents, dealers, coverages, and contracts. This also grants your agents direct access via our Agent Portal. Our F&I software gives the Dealer Principal and Field Representatives access to integrated reports for F&I sales, forecasting, and overall dealership performance in real-time with powerful analytics. -
16
Plexus
Keylane
The Plexus platform empowers Life and Pension providers to transform through technology, from powerful SaaS functionality to impactful customer communication. In this age of technological transformation, it is important for you to adapt to trends and continue to exceed your customers’ expectations. Keylane enables you to put the experience of your policy holders first, by delivering the premier platform for the Life and Pension industry: Plexus. Plexus brings together key Policy Administration System functionality in a standard SaaS solution. It improves and streamlines processes into a modular, configurable set of critical tools – delivering impactful, customer-focused experiences to the leaders of industry, today and tomorrow. Our best-practice SaaS core contains key functionality you need to effectively administrate policies; an API layer connects to your in-house or third party tools with ease, and customer journeys are managed through our powerful solution. -
17
SSG Digital
iPipeline
Innovator, connector and leader for the insurance industry. We have the most extensive straight-through processing platform within the UK. Explore how our digital platform addresses your business needs. Business transformation powered by increased agility and a digital end-to-end experience. Improved productivity fueled by adviser and consumer self-service capabilities. Higher customer lifetime value through proactive ongoing engagement with customers. Customer and Adviser Portals – users access policy documentation and update personal and policy details and features digitally, in real time. Components cover every facet of the user experience including full reinsurance reporting, external portal integration, and automated and clerical underwriting. Flexible deployment – from full end-to-end SSG Digital platform deployment, to discrete integrated individual components (e.g. underwriting only, New Business only). -
18
Polygonal
City Computers
Polygonal builds upon the strength and rich functionality of earlier versions and combines it with the latest Microsoft VB.Net and Business Intelligence technology to provide a comprehensive solution able to respond efficiently and quickly in the dynamic market of today. Polygonal, a modular, multi-currency, underwriting, policy/claims administration software solution integrated with transactions, reinsurance, accounting, messaging, data warehouse reporting, document management, and workflow modules to provide a full end-to-end business process with tangible results. Polygonal, designed from a business prospective using City Computers specialist team. We have many years' experience working in the insurance market as practitioners as well as solution providers. -
19
OneShield Policy
OneShield
Deployed in the cloud, our portfolio of standalone, subscription, and As-a-Service products include enterprise-class policy management, billing, claims, rating, product configuration, business intelligence, and smart analytics. OneShield’s solutions are developed for all markets and provide policy, billing, claims, rating technology and business analytics designed specifically for mid to large-sized P&C insurers and specialty markets. Designed specifically for property and casualty insurers, this enterprise-class solution readies your business for the future. Developed to meet the needs of specialized financial services markets, including MGAs, TPAs, Regional Carriers, Workers’ Comp and Risk Pools. Millennials are unlike any generation. They interact with companies differently, they buy products differently, so insurers need to adapt. Learn how they are influencing change. -
20
Quotit
Quotit
The all-in-one insurance quoting, enrolling, and lead management solution designed for today’s insurance professionals. Whether your primary business is done through traditional face-to-face, telephone, E-commerce sales or all of the above, Quotit offers you solutions that transform your customer’s experience with convenience, personalization, and automation. Invest in health insurance software to build more efficient and productive processes that delight your clients in each interaction. Whether you are looking for a turnkey solution or access to consolidated data and functionality, we’ve got you covered. Included in our out-of-the-box solutions or stand-alone cloud-based API, the backbone of your operation is access to health plan data from hundreds of carriers across the country in one place.Starting Price: $199 per month -
21
InsurancePlus Software Series
United Systems and Software
USSI is proud to present its entire line of professional insurance software solutions designed and developed as an all-encompassing turnkey administration offering. USSI's comprehensive software solutions ensure that your insurance company is operating at the highest level in an ever changing and competitive marketplace. USSI's InsurancePlus Individual Life and Health Administration software solution manages books of business for traditional and non-traditional Life and Health insurance companies. Product lines supported include Whole and Term Life, Interest Sensitive, Final Expense, Annuities, Supplemental Health, etc. USSI's InsurancePlus Group Life and Health Administration software solution manages books of business for Group Health insurance companies, Self-Insured Funds, and TPA's. Supported plan offerings include Point of Service, Major Medical, Term Life, High Deductible, Traditional Indemnity, etc. -
22
Intsec
Intsec
You need them all in today's insurance market. Whether you're managing the full product life cycle, launching new products, or mining your commercial data, we have the management system to get you there, quickly, reliably and at a cost you can afford. Underwriting can be obvious or highly complex. Which risks would you rather have your insurance underwriters evaluate? With our policy admin platform, you can build virtually any type of insurance product using a rich library of bureau content as the starting point, and configuring your own custom rates, rules, and forms. It's a policy administration system that delivers on its promises: speed, reliability, and low entry cost. Instec provides a timely, accurate, and flexible insurance billing solution to support a wide variety of payment plans, billing types and commission options, and with easy access to commercial data you have all the information you need to effectively manage your cash flow. -
23
Policy Tracking System
Silvervine
The insurance industry is changing fast. You need the right policy administration system to be ready for new opportunities. Silvervine is a platform of choice for the nation’s sophisticated insurers and MGAs. Its cutting-edge technology facilitates direct-to-consumer sales, distribution management and mobile engagement. 40% of your premium volume may come from recurring monthly ACH, American Express and credit card payments. The fees you pay and time it takes to get paid weigh heavily on your ratios. Utilizing digital payments enhances turnaround time and can be a significant revenue generator. Silvervine helps you capitalize on opportunity while controlling risk. -
24
Sureify Lifetime
Sureify
Lifetime: acquire, service, and engage with one platform. Lifetime solves some of the biggest problems faced by life and annuity carriers today. This accelerated underwriting eApp product drives direct-to-consumer, call center, and advisor sales. With LifetimeAcquire, configuring questions, flows, and UI elements is simple and non-technical so that you can continually drive sales across all your channels. LifetimeService provides comprehensive digital self-servicing for your customers. It empowers customers to securely manage everything from payments to beneficiary updates. No more faxes or mailers. LifetimeEngage fosters a lifelong relationship between you and your policyholders, driving brand loyalty, increased persistency, health and wellness initiatives, purchasing decisions, financial education, and more. -
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iNube
iNube Software Solutions
iNube’s crafted technology understands Insurance business from ground up. Our vision is to strive for leadership to build value for Employees, Customers and the Community, using innovative solutions and emerging technologies. -
26
Insurium
Insurium
A unified solution providing a 360º view of the P&C insurance process lifecycle. Generate premium and save time with a powerful rules-based, multi-state underwriting module that automates the collection of information and the creation of quotes, endorsements, cancellations, audits, and renewals. Reduce combined ratios with a modern and streamlined approach to the claims adjudication process that is both intuitive and collaborative. Increase new business by making it easy to exchange information with brokers. From streamlining and standardizing the intake of information to providing brokers access to the information they need anytime. Control what submissions your underwriters are focusing on. Drive customer satisfaction and retention by providing your policy holders self-service access to policy information, claims intake and review, online bill pay and more. You decide what portal features to provide your customers for the best user experience. -
27
P1
HMR Group
We make managing the complex world of direct, run-off and reinsurance straightforward. Delivered on the Microsoft Azure Cloud, the system provides instant access to your data and business intelligence anywhere in the world. Access your critical insurance claims, contracts and financial data in any location that uses the internet. P1 securely handles millions of dollars in transactions, records and reports with ease. Our Microsoft-certified and Cisco-certified engineers are expertly qualified to design, build, and reconfigure business-grade networks. We can provide your business state-of-the-art network implementation services. We design IT infrastructure, implement office relocation projects, server upgrades, AWS & Microsoft cloud migration, and much more. -
28
LIFEfit
FIT
Flexible, parameter-driven product setup, policy design, underwriting, servicing and claims handling - requires no IT programming. Supports unit-linked and traditional product lines, both individual and group business, for full policy lifecycle from quotation to claim. Automated payment (direct credit, telegraphic transfer or cheque print) for claims and commission, with authorization limits. Double-entry ledger for all financial transactions (including detailed margin analysis), with standard automated interface to corporate ledgers. Multi-language, including Arabic, by user/client preference, for both input screens and outgoing correspondence including e-mail. Client/broker self-servicing over internet, including straight through processing for new business. Workflow with RAG-rated individual operator "to do" lists, and extensive monitoring. -
29
OPUS
OMNIX Software Solutions
As an insurance intermediary, you are probably familiar with the established client administration systems; they offer a wide range of built-in features and functionality, many of which are rarely required by some brokers. Many of these systems have evolved over 30 years and have been adapted, as far as they can be, to handle the 'new technology of the 21st century. The insurance business has changed out of all recognition during that time and the back-office system requirements of most insurance brokers have similarly moved on. Specialist intermediaries, perhaps with broker-to-broker facilities, self-issue delegated underwriting authority - from a system point of view, place enormous demands on the scope and flexibility of a broker's administration system. It was with these types of specialist brokers, MGA's, intermediaries and niche insurers in mind that OPUS was created. OPUS is designed for staff who are familiar with the main web browsers. -
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CertAdvisor
Recordables
For nearly three decades, Recordables has been providing software to a wide array of employers to automate their claims filing, tracking and reporting. Managing compliance of incoming Certificates of Insurance is made easy with CertAdvisor from Recordables. Our software stores insurance certificates electronically, reports any deficiencies, and notifies your vendors of their deficiency with automated emails and/or letters. Managing thousands of certificates is no longer the cumbersome and arduous task it used to be. Reminders for certificates nearing expiration, track multiple insurance types, unlimited vendor levels (different requirements for each vendor type), track limits of liability compliance, automation of form letters and/or emails, notify internal departments of vendor deficiencies, vendor notification log, electronically store certificates and other documents, notes with spell check feature, multiple standard reports.