Top 15 Best Insurance Agency Software in 2022

Insurance Agency Software

Best and authentic insurance agency software will be described in this post. If you work as an insurance agent, your ultimate goal is to spend the majority of your time generating new business. But what about the reality? You’re probably wasting alot of time on tedious things. Paperwork. Input of data. Renewals are being pursued by email. The list might go on forever. These chores aren’t only a waste of time; they also prohibit you from developing relationships with clients and booking more work. That’s why it’s vital to have the right tools in your toolkit to reduce time-consuming tasks and refocus on your business. This is particularly very true now, when so many agents work from home.

We’ll go through 21 of the top apps for insurance agents in this article to help you save time and grow your business: Insurance agents can use productivity and communication tools to help them work more efficiently. The first half of our list will be devoted to apps that can help you increase your productivity and communicate with your clients. These apps can aid you with everything from keeping track of your daily duties to getting in touch with clients faster.

Top 15 Best Insurance Agency Software in 2022

Top 15 Best Insurance Agency Software are explained here.



For any agent dealing with dozens of clients per day, juggling contracts, documentation, and reports is a key priority.

That’s where PandaDocs and other similar tools may help. Their software includes a range of pre-built templates for insurance agents, as well as quick and easy e-signatures for agents operating remotely or on the go.

Having all of your contracts & agreements in one place saves you a lot of time & authorizes you to aim on what you do best.

PandaDoc claims that its solutions can help users enhance their closure rates by as much as 28 percent. Meanwhile, a very recent case study2 conducted with one of their insurance agency clients resulted in an increase in productivity of 800% and a contract closing time of 30 seconds. How’s that for quickness? Also check Proposal software

2.  RingCentral


You can readily manage all of your client communication on one platform with RingCentral, from texting to video conferencing to phone calls:

Do you need to answer client calls when you’re gone from your desk? Or do a double-check with your own team? Or do you want to make follow-up reminders so you can keep organised?

With RingCentral, you can do all of that in one convenient app.

If you want to build real connections with your clients when face-to-face encounters aren’t possible, the ability to go back & forth over video in particular is extremely useful. (You can also do this with your team.)

Inbound calls can also be routed through RingCentral, ensuring that you never miss a potential lead when they call. On the other hand, as you move from one lead to the next, you may perform cold calling campaigns swiftly and efficiently. When combined with SMS capabilities, you’ll be able to engage clients on their preferred channel. Here’s how it works in a nutshell:

RingCentral helps you to focus the conversations that matter, from team meetings to outreach and beyond.

In fact, you can see how True Blue Insurance increased income by 15% using this easy method.

🕹️ Book a product tour to get a firsthand glimpse at how RingCentral works: You can also utilise this calculator to estimate how much money your company could save if you used RingCentral to help your employees communicate with clients, customers, and each other.

3. FormStack


Before you meet, the more information you can acquire from your leads and connections, the better.

Formstack lets you create extensive intake forms and digital agreements so you have all of the information you ought to better serve your clients. You may also use the platform to create unique quotations, proposals, and renewals, as well as digital signatures to carry these agreements forward.

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As mentioned in Formstack’s own guide to increasing your productivity1 as an insurance agent, having accurate customer information from the start aids you in providing faster, more tailored service.



If you’re having trouble organising your thoughts, consider revisiting the technique of good old-fashioned note-taking.

Platforms like Evernote allow you to create a digital to-do list that you can stick to by mapping out both professional and personal notes. You can also utilise the platform to take notes during in-person meetings.

Evernote, an intuitive and simple-to-use app with hundreds of millions of users, is frequently cited as one of the top applications for insurance brokers for a reason.

5. Expensify


It would be an understatement to suggest that insurance agents deal with charges and deductibles.

This is another Insurance Agency Software. You can not afford to lose track of your expenses, from your home office to travel and beyond. Expensify is a simple receipt & expense-tracking software that helps you stay on track with your finances.

Keeping digital records can help you save time and money throughout tax season, and technologies like Expensify make it simple:

💸 When it comes to handling your finances, what WFH expenses should you be looking for? We created this article in collaboration with Bench, an online bookkeeping tool, to help you sort through your business spending.



Despite the fact that most of us now deal solely with digital documents, there are still times when in-person paperwork is required.

CamScanner, the ever-popular document scanner, is ideal for processing documents and converting them to PDFs for digital records.

You can rapidly exchange contracts with your clients and colleagues thanks to its cloud storage and in-app editing tools. This means that gathering signatures will no longer be a waiting game. Also check backup software

7.Google Workspace

Google Workspace

The Google Workspace features include some of the greatest insurance agent apps that are completely free to use. Google Docs, Sheets, and Drive are examples of collaborative software. This is another Insurance Agency Software.

Here are several real-world Google Workspace applications for insurance brokers, based on Google’s own insurance agency case study3:

  • Using Google Drive to share documents internally, such as policy renewals and cancellations.
  • Using Calendar to manage meetings and agency scheduling • Using Docs to edit collaborative documents

Oh, and for insurance brokers on a budget, Google Workspace’s minimal learning curve and free apps are a pleasant added plus.



Let us assume that business cards will still be present when things return to “normal” in the industry.

ScanBizCards is a great tool for insurance agents who want to reduce paperwork and keep track of people they’ve met in person.

The programme not only allows you to convert traditional business cards to digital versions, but it also allows you to sync that information with your CRM (assuming you have one).

9. Campaign Monitor

Campaign Monitor

One of the most significant insurance marketing tools in your toolbox is email.

Policy revisions. Upsell possibilities Check-ins on a one-on-one basis.

& that’s only the tip of the iceberg. You can reach out to your clients and prospects by email at any time and in their inboxes, which is where they’re most likely to be anyhow.

When it comes to email marketing, task automation solutions like Campaign Monitor can help. Their technology, for example, allows you to construct workflows and send automated follow-up emails to prospects. You may utilise the platform to manage your email newsletters and see who is actually reading them.

Email allows you to create relationships with clients without having to chase them down one by one, as their own insurance marketing examples4 demonstrate.

Insurance agents can use AMS and CRM software.

This is another Insurance Agency Software. We’ll go down the finest insurance agency management software (AMS) and customer relationship management (CRM) products in the second half of our list. Both of these tools can be quite beneficial to insurance salespeople.

In a nutshell, AMS technologies are created exclusively for insurance firms and often include features such as commission tracking and increased efficiency across the board. CRM, on the other hand, is a more generic piece of software that agents can use to keep track of their clients’ histories, interactions, and contracts.

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Rather than bouncing between your inbox and spreadsheets, these tools allow you to manage your client connections in one place. You may considerably raise your renewal rate5 — and produce more revenue over time — by having a stronger pulse on your business.

10. AgencyBloc


AgencyBloc is an all-in-one solution for life and health insurance agencies that helps them process commissions and automate sales. You may keep track of client interactions as well as individual agent activity using the platform.

You can also use the platform to establish automations and notifications so you never have to second-guess your next move to get paid. You can observe, for example, when renewal deadlines are approaching. Features such as commission predictions and thorough statistics can help you get a better understanding of your company’s health at any given time:

11.Next Agency

Next Agency

NextAgency is a comprehensive set of tools for managing client interactions that is also specialised for life and health insurance agents.

The platform’s built-in CRM, for example, puts your client history front and centre. Everything you ought to know about your client is up to date and consolidated, from previous calls and emails to papers and beyond. This is another Insurance Agency Software.

NextAgency’s bevvy of connectors with insurance agency marketing platforms like Google Drive and Mailchimp are a big selling feature. Without losing a beat, you may instantly connect the platform with your communications or email platform. Also check Chatbot Software.

Another significant advantage of using a platform like NextAgency is the ability to track commissions and avoid contract lapses.

12. Applied Epic

Applied Epic

Applied Epic allows agents to see their full book of business at a glance. To ensure that your company’s information is always valid, the tool allows you to access and automate policies with insurers.

Pipelines are emphasised by Applied Epic, which gives you a bird’s-eye perspective of your insurance sales targets and whether they’re being accomplished. To help you prioritise your schedule, you may also check your current opportunities and forthcoming activities. Applied Epic, like many of the finest insurance apps, combines with file sharing and SMS tools.



This is another Insurance Agency Software. HawkSoft is a tried-and-true agency management system that was built by independent agents for independent agents. HawkSoft boasts that on average, agencies stay with the platform for 18 years.

The platform’s simplicity is undoubtedly one of its assets, despite the fact that the software is older. It’s simple to use and drag-and-drop capability makes it easy for less tech-savvy agents to get started.

HawkSoft prides itself on its capacity to assist agents in retaining clients and providing proactive service. To avoid errors and omissions, the app allows you to manage your and your coworkers’ daily agendas with alerts, tasks, and reminders.

14.Zendesk Sell

Zendesk Sell

Zendesk is a company that helps people solve problems. Sell

The Sell CRM is one of the greatest apps for insurance agents looking for a tool to manage client relationships more efficiently. Zendesk is a house-hold name in customer support, but the Sell CRM is one of the amazing apps for insurance agents looking for a tool to manage client relationships more efficiently. This is another Insurance Agency Software.

Despite not being insurance-specific, the platform is ideal for keeping track of your clients’ and contracts’ development. Agents benefit from standard CRM capabilities such as analytics, funnels, and spreadsheet exports. Zendesk’s CRM interface is slick and intuitive, making it a good starting point for agents who are new to these products.

15.FreeAgent CRM

FreeAgent CRM

The ability to write extensive client notes and maintain in-depth policy information is FreeAgent’s biggest feature as a CRM system.

The platform also provides agents with an action plan, ensuring that they never miss out on opportunities or next actions.

Here is a quick run down of how the software helps insurance agents succeed:

The cost per user is $25 per month.

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