Best Small Business Insurance Software
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Compare the Top Small Business Insurance Software as of October 2026
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What is Small Business Insurance Software?
Insurance software is software used by insurance carriers, insurance agents, insurance brokerages, and insurance professionals. Insurance software is specifically designed for the insurance industry and can perform a wide variety of tasks and processes including insurance agency management, insurance rating, insurance policy management, and much more. Compare and read user reviews of the best Small Business Insurance software currently available using the table below. This list is updated regularly.
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1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.Starting Price: $24/month -
2
Act!
Act!
Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.Starting Price: $30.00/month/user -
3
Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.Starting Price: $119 -
4
Elation Health
Elation Health
Elation Health is the leading technology platform for primary care, providing clinical-first solutions since 2010. Our award-winning EHR and billing platform supports 32,000 clinicians in delivering personalized care to over 16 million patients, helping providers rediscover the joy in medicine. Elation’s tools center on supporting primary care practices with tailored capabilities and workflows that streamline the complexities of longitudinal care, facilitate alignment with value-based care, and maximize revenue for each practice. Elation Health provides a comprehensive platform for primary care practices, including a clinical-first EHR for streamlined care workflows, integrated billing software to optimize revenue cycle management, and AI-powered tools that reduce documentation time by up to 2 hours daily, streamlining clinical encounters. Together, these solutions enhance efficiency, support personalized patient care, and empower independent practices to thrive. -
5
Salesforce
Salesforce
Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.Starting Price: $25.00/month/user -
6
OpenPM
OpenPractice
Open Practice is pleased to present OpenPM, our cloud-based RCM platform that has propelled the company through 17 consecutive years of double-digit growth. OpenPM connects all the disparate elements of the revenue cycle including; Scheduling & Registration, Billing, Clearinghouse, and Patient Payments/Collections. The result is highly automated accounts receivables management for optimized cash flow, and extensive reporting to help you proactively manage your organization. All of this control is securely hosted and delivered through the browser you already have, providing the perfect combination of security and availability. Medical billing software, revenue cycle management solutions, practice management software, practice management system, medical practice management, EMR integration, EHR integration, practice management scheduling, patient scheduling, online patient billing, patient billing, automatic patient billing and payments, patient payments, electronic patient payments. -
7
SalesNOW
Interchange Solutions
SalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Create beautiful proposals and complex quotes to impress clients and win more business. Unlike other platforms, SalesNOW is committed to ensuring your success. Our Business Analysts help tailor the CRM to your business needs, while Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around. Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success.Starting Price: $24.95/month/user -
8
PHOTO iD by U Scope
U Scope Technologies
PHOTO iD™ by U Scope in a photo cataloging software that provides a rapid & organized method of capturing, labeling, and sharing images from any job site to generate professional detailed inspection reports with ease before leaving the property inspection site with our mobile & web-based platform. PHOTO iD enables users to create and share custom workflow templates to safely guide field reps through any inspection via remotely or by utilizing our platform’s proprietary automated inspection guidance feature that fully navigates the photo capturing process to ensure all images are always captured even when internet connectivity is not readily available. PHOTO iD's assignment mapping and scheduling feature allows users to visually organize and route daily projects, view assignments alongside weather forecasts, and seamlessly send routes to Google Maps for streamlined navigation. Integrate our API with your existing system to create a complete end-to-end documentation process.Starting Price: $17.99/month/user -
9
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies. • Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships • Marketing tools with email campaigns, drip marketing, and texts • Automated insurance agency workflows • Business analytics, dashboards, and reporting for agency performance and pipeline management • Compliance and disclosure tools with e-signatures and required insurance documentation • Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management • Easy to customize for how your insurance agency works • Top-rated support • Free Android and iPhone apps • Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract requiredStarting Price: $85 per seat per month -
10
Zoho CRM
Zoho
Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.Starting Price: $14.00/month/user -
11
Nutshell
Nutshell
Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.Starting Price: $13.00/month/user -
12
Claritysoft
Claritysoft
Claritysoft's flagship solution, Clarity CRM, delivers a unique blend of simplicity, utility, and flexibility. Clarity CRM provides powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost.Starting Price: $39.00/month/user -
13
Bitrix24
Bitrix24
Bitrix24 replaces a fragmented app stack with a single workspace combining CRM, project management, and collaboration tools. Trusted by 15 million companies, Bitrix24 brings all business operations into one central hub. The CRM manages lead tracking, automated pipelines, and an omnichannel contact center. For daily teamwork, Bitrix24 provides chats, HD video calls, shared calendars, corporate mail, and document co-editing, alongside Kanban boards and Gantt charts to track project dependencies. CoPilot AI assistant is embedded throughout the platform and serves as a secure assistant that handles routine writing, summarizes long client conversations, creates tasks from notes, and helps teams work faster. A generous free plan supports unlimited users. For growth, flat-rate pricing charges one fixed fee for the entire company, eliminating per-user costs. The mobile app gives remote access, while the self-hosted edition deploys on private servers with open source-code access.Starting Price: $ 49 per month -
14
monday CRM
monday.com
monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.Starting Price: $10/seat/month -
15
LeadSquared
LeadSquared
Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.Starting Price: $25 per user per month -
16
AllClients
AllClients
AllClients is an all-in-one CRM and marketing tool for small businesses. Simplify your customer interactions, automate tasks, and boost sales with features like email marketing, landing pages, and workflow automation. No technical skills required.Starting Price: $24 per month -
17
INSILLION
GoDB Tech
Insillion is a Pay-as-you-Grow, cloud-native insurance platform that enables carriers, MGAs, MGUs, and Program Administrators to rapidly develop, distribute, automate, and manage insurance products across multiple lines of business. Powered by InFlow by Insillion, its AI-powered process automation platform streamlines underwriting, policy administration, and insurance workflows. With low-code/no-code product configuration, insurers can launch new products faster, automate underwriting with configurable rules and straight-through processing, and manage the complete policy lifecycle from quote to renewal. Built for brokers, agents, embedded insurance, and digital distribution, Insillion integrates seamlessly with carrier systems and third-party solutions through open APIs, helping insurers accelerate time-to-market, improve operational efficiency, and modernize without replacing their existing core systems.Starting Price: $999/month -
18
HoudiniESQ
LOGICBit
HoudiniEsq is an advanced, browser-based law practice management for today's modern law firms. Available in the cloud or on premise, HoudiniEsq offers a robust feature set that enables law firms to streamline workflows, capture and classify all types of documents, automate billing, task scheduling, and group calendaring, and more. The platform also integrates with solutions such as LawPay, Microsoft Office, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect, and Google Suite.Starting Price: $0 -
19
VCA Software
VCA Software
Dreaming of happy, efficient claim handlers; fast, accurate claims resolution; and 5-star policyholder ratings? Our agile, future-ready platform enables your people to perform like rockstars, and equips your company with scalable, intuitive processes to fuel profitable growth. By simplifying and automating the workflow, our clients reduce the cost of the claims journey by as much as 30%. VCA Software is one of the most scalable and integration-friendly platforms in the market. Our robust features, at a mid-range price point, make us a favorite among TPAs and adjusting firms. Yes, VCA is lightning fast, but the system is also whip-smart – equipped with a cutting-edge analytics suite so you can make fact-based decisions. You can count on VCA for industry-leading uptime, privacy, and data security. Our Tier 1 data centers are located in the USA, UK, Canada, and Australia. Our solutions can be easily customized to meet your team’s unique requirements.Starting Price: $65 per month -
20
Ontraport
Ontraport
Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work.Starting Price: $29.00/month -
21
Adjustify
Adjustify
Adjustify is a web-based video calling application that allows professionals to connect with their customers to conduct on-site inspections or in-home meetings remotely. Schedule a call with your customer to start connecting digitally through the mobile app. During the video call, users can take digital measurements and access customer phone features including zoom and flash to capture unlimited photos. After the call, users can view a video recording of the meeting and add notes to photos. Innovative video conferencing technology assisting claims management for any industry providing much needed continuity during social distancing. During the time of social distancing and working from home, Adjustify offers a safer and faster way to process claims. Using Advanced Video Calling, users can connect with their customers and conduct on-site inspections efficiently from anywhere.Starting Price: $12 per claim -
22
Garner
Garner
Garner delivers a data-driven platform that enables individuals, employers, and health plans to identify top-performing medical providers by leveraging one of the largest claims databases in the U.S., over 60 billion records covering more than 320 million patients. It uses more than 500 specialty-specific quality and efficiency metrics to analyze provider performance and diagnose outcomes, and a verified directory powered by AI that achieves approximately 92% accuracy for provider phone, address, and appointment-availability information. Providers flagged as “Top Providers” meet rigorous criteria, including evidence-based treatment, minimized unnecessary procedures, and efficient cost structures. Members can use a mobile app and concierge service to locate in-network Top Providers with available appointments, and when eligible, have certain out-of-pocket costs reimbursed for services rendered by these providers.Starting Price: Free -
23
Insuraxe Solutions
Insuraxe
We have developed our system using top security methods in use from Encrypted Databases, extensive testing, EVSSL Certificate to our securely hosted servers with Azure Platform to maximize the availability and reliability to all our clients through auto-scaling. We are confident that we HIPAA compliance. we keep a log of all and every action through out the system and monitor all database abnormalities. We focus on building systems for Insurance organizations with all tools they need to build awareness through Integrated-Rating, Billing, SMS, Emails, Calls automation and scheduling. Insurance Lines Assignment, Commission Management, Binding Requests Management. Start E-Filing your surety and license bonds with California State License Board (CSLB). Your integrated website leads and payments collection forms.Starting Price: $4999 per month -
24
BriteCore
BriteCore
BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility. The BriteCore Platform enables insurers to seamlessly manage policies, billing, and claims; rapidly configure new products; and access comprehensive reporting and analytics—all within a unified core insurance system that includes user-friendly portals for agents and policyholders. Trusted by over 100 insurers across North America, BriteCore’s policy administration system empowers mid-size carriers and fast-growing MGAs to streamline their operations and confidently compete with the industry's largest providers. For more information, visit britecore.com. -
25
Quantivate
Quantivate
Since 2005, Quantivate has been helping organizations efficiently manage their governance, risk, and compliance (GRC) initiatives. Quantivate’s scalable technology and service solutions equip organizations of all sizes to make more strategic decisions, improve performance, and reduce costs. Learn about how Quantivate’s integrated platform can simplify GRC management at quantivate.com. -
26
NexHealth
NexHealth
Deliver an end-to-end patient experience that integrates in real-time with your practice management system. The only solution that reads and writes data in real-time with your practice management system. We spend most of our engineering resources on creating the best bidirectional integrations with EHR and practice management systems. Now you can develop and deploy your product in weeks, not years. Our engineers consume our own API to build our own doctor-facing SaaS product, so you know you will always get an experience that is tested and can scale. Online patient scheduling allows visitors to see your availability in real-time and schedule appointments on-demand from any location or device. NexHealth scheduling software fully customizes your schedule right out of the box. Our team of product experts helps implement both your calendar of record and your EHR system – no matter how complex your schedule. -
27
Urbest
Urbest
Goodbye to slow and ambiguous job processes. Hello to structured and easy collaboration. Urbest's collaborative job tracking platform allows organisations to seamlessly capture, organise, track and take actions in workloads between issuers, managers and workers. Involve building users to know better what they need. By structuring this data, you can reveal what matters and think about new services to provide. Maintaining structured digital data on your buildings and analysing this in Urbest helps to provide facts and insights that enable you to increase value e.g. which contractors are the most effective, which recurring issues could be readily fixed? By using the tool, it shows your stakeholders e.g. prospective tenants that you are serious about increasing value. Minimise time consuming tasks to their lowest level. Gain efficiency by providing the right information to the right person at the right time. -
28
samedi
samedi
samedi is a web software solution for cost-saving and service-increasing patient coordination. The secure networking solution can be used in medical practices, clinics and operating theaters. The work processes are optimized through effective and efficient resource planning, process control, online appointment booking and assignments. With the help of video consultation hours and online forms, processes can be mapped more flexibly, of course, while guaranteeing the highest data security. samedi is an e-health software for doctors, clinics and health insurance companies. samedi networks the healthcare system and optimizes medical procedures and processes. Simple, efficient and safe. With 12 years of expertise in e-health, we understand your individual needs and offer flexible settings for both simple and highly demanding process and workflow requirements. With our interfaces to almost every practice and clinic information system, we offer you smooth workflows.Starting Price: $45 per user per month -
29
Agenzee
Agenzee
Agenzee is a cloud-based insurance licensing, appointment, and compliance management platform designed to automate and simplify the complex regulatory processes faced by insurance organizations and individual producers in the United States by providing a unified dashboard, real-time tracking, and intelligent alerts for license renewals and carrier appointments so teams never miss deadlines or fall out of compliance. It centralizes workflows that traditionally rely on spreadsheets or disparate tools, offering automated license applications and renewals, direct integration with the National Insurance Producer Registry (NIPR) for daily synchronization of data accuracy, and the ability for carriers to submit new or termination appointment requests directly through the system. Agenzee enhances visibility with interactive dashboards and customizable widgets that provide insights into compliance status, open tasks, and regulatory actions.Starting Price: $20 per month -
30
Genius Avenue
Genius Avenue
Genius Avenue powers the insurance and benefits industry with custom capabilities and innovative, customer-centric platform solutions that connect products to consumers and increase the bottom line. Insurance Carriers Go beyond software with a consultative team of insurance experts. Voluntary Benefits End-to-end, customizable capabilities that drive sales and simplify operations. Brokers Take benefits off payroll and streamline enrollment and administration. Captives Carriers Eliminate legacy systems and optimize enrollment and business operations. We help our partners expand markets, simplify enrollment and administration, optimize business processes, and unlock the full potential of customer-centric digital platforms.
