Guide to get the Best Insurance Agency Management Software

Do you struggle to maintain organization when you have a ton of paperwork and important documents? It might be time to use technology to simplify your life and the lives of your agents.

You have a never-ending list of tasks to complete, and paperwork is just one of them. The work of an insurance agent is never-ending and includes bringing in new clients, following up on claims, contacting clients, and more.

It’s critical that insurance agencies use the appropriate software to automate nearly every aspect of their daily operations and ensure that they run smoothly and effectively. In addition to freeing up your time so you can concentrate on the bigger picture, a management system will also ensure that all paperwork is properly filed and easy to find, track your tasks, and do a lot more.

Software for insurance agencies assists businesses in streamlining current procedures to efficiently manage all operations. The software enhances agent productivity, provides access to client data, and aids in tracking insurance policies.

Additionally, the software supports business reporting, appointment scheduling, document and form e-signatures, and client communication.

How Does Software for Insurance Agencies Work?

The best insurance agency management software functions by compiling all data into a single app that insurance agents can use while on the go. Agents will be able to access client information, necessary forms and documents, appointment scheduling and reminders, and more through the app’s simple-to-use features.

Agents can use the data while out in the field because it can be accessed in real-time. It aids users in controlling the subsequent facets of the insurance process.

  1. Policy management.

Maintain audit trails, link policies to quotes, automate broker commissions, and manage policy renewal, lapse, adjustment, and cancellation. You can also create, receive, and attach policy documentation (like an identity proof).

       2. Accounting.

Track payments and graduated commission structures (incremental increases in commission with an increase in sales volume), split commission tracking, and reduce data entry by pulling information from policy forms (a division of commission between two or more parties).

       3. Carrier integration.

Work with multiple carriers, including those for property, general liability, personal auto, and commercial auto, to update policies or post insurance transactions (like premium payments and claims settlement) to a carrier website.

       4. Policy servicing.

Through online self-service portals, provide clients with 24/7 information access (such as proof of coverage); share documents with clients via email and instant messaging; and add these documents directly to the workflow.

Before you purchase the software, look over the deployment options and features.

The best software for managing insurance agencies has powerful reporting and form features. These are the primary functions that your agents will utilize every day.

  1. Cloud-based deployment.

The solutions are hosted by software vendors either on their own servers or external servers. The solution is available as a desktop or mobile app. In order to access the software, you typically have to pay an annual or monthly fee (per user) to the vendor of the cloud solution.

       2. On-premise deployment.

On-premise solutions are hosted by businesses on their own servers. These can be used by paying a one-time, per-user license fee and can be accessed through a desktop application. However, you might have to pay extra for internal server hardware and ongoing IT support.

After examining your deployment options, it’s time to familiarize yourself with the standard functions of insurance agency software. You can narrow down your selection of products using this information.

       3. Document management.

Documents can be electronically signed, stored, and retrieved. Lookup and tracking of uploaded records, forms (such as policy forms, ownership change forms, and annuity forms).

       4. Reports and dashboards.

Utilize interactive dashboards to view important metrics like application rate, claim type, and claimant information. Create and keep records of income, expense, premium, and receivables reports; convert records into PDF and JPEG file formats.

       5. Client management.

Create individual client files for e-signatures, forms, and policy information; group this information into folders for simple yearly renewals.

       6. Commission management.

Make policies and plans for commissions. Determine payment frequency (weekly, biweekly, bimonthly, and monthly) for premiums, renewals, and new policies; calculate commission based on insurance type and carrier policies.

The Best Insurance Agency Management Software.

  1. Connecteam.

You can manage all of your agents and remote freelancers with ease and efficiency by using Connecteam’s insurance agency management software to streamline all daily tasks.

Since agents are frequently out in the field, Connecteam provides the best digital audits, forms, and reports that can be fully customized. This allows your agents to access all necessary documents right from their phones. For legal and reporting purposes, agents may even include pictures, videos, audio recordings, and text. For instance, if you have an agent submitting a WC Audit, they are able to include pictures of the hazardous location or any injuries the employee may have.

Even when your staff members are traveling, they can still access digital forms and checklists. By storing all documents digitally, you can do away with sloppy handwriting and misplacing important papers. The software securely stores all data to provide the highest level of privacy. With Connecteams insurance agency software, not only is day-to-day management streamlined, but also employee satisfaction. Any significant updates or events can be shared on the social feed, and admins can even publicly commend and reward agents for their achievements. Celebrate company milestones, birthdays, and any other accomplishments deserving of public acclaim.

       2. Newton.

Additionally, Newton By Agency System offers agency management a number of features that help to simplify daily operations. Document management, accounting, account management, automated marketing features, and renewal management are a few of the features they offer. Additionally, they offer distinct portals for agents, clients, and producers so that nobody can access sensitive information without authorization. Insurance companies can also track sales and analyze data. Additionally, there is a client mobile app that allows users to access their information at any time and from any location.

       3. Jenesis.

Jenesis provides insurance agency management software that helps agents manage clients more effectively and streamlines daily tasks. An integrated insurance comparison rater, electronic signatures, email integrations, and marketing management are some of the features offered by Jenesis Software. Other features include form creation, images and scanning to eliminate extraneous paper work, sending digital files, automated reminders and notes, reporting, receipts and payment, and automated notes and reminders. Their main priorities are more effective client communication and automated marketing.

       4. Guidewire.

An insurance management tool called InsuranceSuite assists companies in streamlining operations and managing underwriting and policy administration as well as claims, bills, and receivables. The solution is deployable both on-premises and in the cloud. Additionally, the platform provides private, public, and hybrid cloud deployments on cloud infrastructures like Microsoft Azure and Amazon Web Services.

Organization of cross-departmental processes, cost savings, team collaboration, and performance tracking are all made possible by InsuranceSuite for businesses. The claims management function of InsuranceSuite enables insurers to lessen manual workloads by automating duties like data entry, fee processing, and reminders.

       5. AgencyPro

For insurance companies, intermediaries, and underwriting agencies, AgencyPro is agency software. It is appropriate for businesses that offer a variety of insurance products, such as life, accident, health, auto, home, and health insurance.

Management of ACORD forms, ledger accounting, accounts payable, accounts receivable, direct bill reconciliation, advanced reporting, and thorough carrier downloads are all features of AgencyPro.

Because AgencyPro is built on Microsoft SQL server, it can support up to 99 users at once. Users can filter, perform advanced searches, or use pre-populated drop-downs or columns to standardize data entry in AgencyPro’s client database. Any file type, including PDFs, images, emails, pictures, sounds, and videos, can be attached to a client file thanks to integrated document management.


There is a wide range of functionality among insurance software systems, as you will discover when doing your research. While some systems prioritize depth of functionality and the ability to do just one thing exceptionally well, others prioritize breadth of functionality, acting as comprehensive software suites that can handle everything your insurance business needs.