Best Insurance Software for Mac
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Compare the Top Insurance Software for Mac as of September 2026
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What is Insurance Software for Mac?
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 Insurance software for Mac 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
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 -
3
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. -
4
AZZLY
AZZLY
AZZLY Rize is the premier clinical and business platform for addiction treatment and mental health organizations. As an all-in-one substance use disorder and mental health specific EHR, Patient Engagement and RCM platform, we serve small, medium, and large clinics. Key features for OUTPATIENT Programs include: scheduling, appointment reminder, Zoom telehealth, treatment plans, progress notes, assessments and surveys. For RESIDENTIAL programs: census, medication management, bed board, withdrawal management, DrFirst e-prescribing, EPCS, PDMP, labs. For all levels of care: alerts, patient engagement portal, electronic billing and claims submission built in. AZZLY Rize empowers your staff through its 5 star training and support services, its simplicity and automation. As a true all-in-one EHR/PM/RCM platform, improved compliance, workflow and accurate billing are achieved real-time. We proudly serve programs in over 33 states and are hosted in Microsoft Azure's private cloud network.Starting Price: $50/user/month -
5
Direct Claim Solution
Innovative Computer Systems
Claims and Litigation management software for Captive or Risk Retention Group property and casualty claims. Direct Claim Solution is a complete system with claims, policy and vendor management for Self-Insured, Captive or Risk Pool programs. Offers industry specific tools for investigating and analyzing law as well as coverage. Modules for litigation management, subrogation and loss recovery as well as document management included. Merge feature makes for easy letter or email creation. For management, the robust report screen allows multi-conditional querying of claims by exposure type, state of loss, date ranges and policy issuance periods. Vendor isolation feature allows external service providers to access and populate fields in the system as needed to expedite reporting and collaborative analysis. See our website at www.directclaimsolution.com -
6
InsureEdge
Damco Solutions
InsureEdge is an end-to-end Insurance Software designed to help insurance businesses gain maximum value through its comprehensive modules. The highly customizable and configurable solution boasts of the industry’s best insurance processing functionalities. Suitable for multiple lines of insurance businesses, InsureEdge can effectively and efficiently manage and streamline workflows to boost performance, profitability, and accuracy. It supports a variety of everyday operations through back office automation and other modules including customer relationship management, policy administration, claims processing, and more. As a flexible and scalable insurance software, InsureEdge is the key to future proofing your business. -
7
InsuraCRM
Damco Solutions
InsuraCRM, a fully-functional insurance CRM software, unleashes the power of automation and enables insurance agencies, carriers, and brokers to boost sales and customer acquisition. It helps insurers manage administration, organize customer data, automate underwriting processes, resolve claims in quick time, generate quotes, and more from a centralized platform. The agile CRM for insurance agents is equipped with next-gen features and functionalities to empower insurers to collaborate in real-time and discover more up-selling and cross-selling opportunities. -
8
SchemeServe
SchemeServe
The leading insurance software platform. SchemeServe rates and underwrites with speed and accuracy, on the most complex schemes. We deliver a responsive service to your customers. Accelerate your business' growth. SchemeServe is agile and reactive, and can adapt to market changes instantly rather than waiting weeks. Rapid delivery of products to market. Customer focused technology. Our features enables you to give customers a seamless digital journey to buy insurance. Less hassle. We'll support you to take control of your business' growth. Build your own products. SchemeServe is easy-to-use and intuitive, with technical. At SchemeServe we know that every second on downtime is potential lost revenue, that's why we make it a priority to ensure that you can keep trading. At SchemeServe, uptime is a priority. Follow and subscribe to our uptime metrics online. Get in contact and let us show you how you can accelerate your insurance business with SchemeServe.Starting Price: £1250/month -
9
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 -
10
BrokerEdge
Damco Solutions
BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to automate and simplify day-to-day workflows like customer database maintenance, lead tracking, policy updating, and more. Apart from modules for automated marketing, lead management, commission tracking, and policy administration, the leading insurance broker software also boasts a cutting-edge customer service portal and mobile application to offer unmatched scalability and flexibility. The capabilities offered by BrokerEdge will not just drive the bottom line but also remove bottlenecks and ensure seamless workflows. -
11
Tableau
Salesforce
Tableau, now enhanced with AI-powered capabilities and integrated with Salesforce, is an advanced analytics platform that helps businesses turn data into actionable insights. With Tableau Next, users can unlock the full potential of their data by accessing trusted AI-driven analytics. Whether deployed in the cloud, on-premises, or natively within Salesforce CRM, Tableau enables seamless data integration, powerful visualizations, and collaboration. The platform is designed to support organizations of all sizes in making data-driven decisions, while fostering a Data Culture through easy-to-use, intuitive tools for analysts, business leaders, IT leaders, and developers alike.Starting Price: $75/user/month -
12
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 -
13
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 -
14
Quaeris
Quaeris, Inc.
Align analytics to your everyday business workflows. Your business relies on people, data and documents, but the process of using them is broken. QuaerisAI enables seamless downstream workflows across your People, Documents and Data Assets. Use natural language search on data, documents and collaborate in private or within Communities - all in one platform! QuaerisAI offers time savings of at-least 30 minutes to an hour/day/resource - imagine the productivity enhancements you give your users without the expense of buying and consolidating a bunch of AI tools. Quaeris can be rolled out to team of 10s or 1000s of users seamlessly within a matter of days - without much need of IT, and that is why IT & data teams love us!Starting Price: $100 per month -
15
Appian
Appian
Appian, the digital transformation platform, enables teams to build powerful applications 10x faster. Combining the speed of low-code development with industry-leading process management, Appian helps organizations keep their digital transformation journey on the fast track. Appian features a low-code development infrastructure with drag-and-drop, declarative and visual development, consistent user experience across all devices, integrations, instant deployment, and more.Starting Price: $75.00/month/user -
16
OptiMantra
OptiMantra
OptiMantra is an EMR and practice management platform focused on helping integrative and wellness practices. It serves individual and multi-modality group practices of direct and primary care providers, acupuncturists, nurse practitioners, naturopaths, chiropractors, massage therapists, PTs, dieticians and nutritionists, aesthetics, and others across the US and Canada. It is a HIPAA and PHIPA-compliant platform and is highly adaptable and robust - it includes online appointment booking, patient messaging and email reminders, a patient portal, intake forms and customizable charting, integrated payment processing, integrated labs and imaging, insurance billing, in-program tele-health, inventory management, and more. The platform is cloud-based and accessible and usable via any desktop, laptop, tablet or phone with internet access.Starting Price: $99 per month -
17
LeadMaster
LeadMaster
LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.Starting Price: $50.00/month/user -
18
TherapyMate
TherapyMate
TherapyMate is an easy-to-use web-based practice management platform purpose-built for mental and behavioral health professionals that include therapists, counselors, psychologist, psychiatrists, and social workers. Smart, scalable, and secure, TherapyMate offers a host of features and capabilities that include business document management, scheduling, calendaring, therapy notes, appointment reminders, credit card processing, insurance billing, income and expense tracking, and more.Starting Price: $29.00/month -
19
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 -
20
Commission Tracker
Commission Tracker Software LLC
With Commission Tracker as part of your team, you gain the advantage of streamlining your commissions process effortlessly. This powerful tool enables you to conveniently pay agents, generate reports, and achieve much more. Numerous agencies initially struggle with tracking commissions using inadequate tools, leading to overwhelming situations where producing necessary reports becomes challenging. However, Commission Tracker can completely revolutionize this experience. Instant Access to your data from anywhere! Nothing to download, install, update or backup ever! Perfect when multiple users need access from various locations but still want to share the same database.Starting Price: $67.00/month/user -
21
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 -
22
BrickMed Office
BrickMed
Avoid PM software that’s designed to tie you to an EHR. At BrickMed, the prosperity of your business is our focus. Schedule Patient Appointments Flexibly (including recurring visit management & exporting to third-party appointment reminder systems). Speed Front Desk Payment and Checkout (leverage support for integrated credit card and check processing). Whether you run a “100% insurance” practice, an ambulatory surgery center, or a cosmetic practice that occasionally does reconstructive work, the realities of consumer-driven healthcare mean that your practice management solution has to empower your staff to efficiently handle everything from retail operations and product sales to traditional insurance billing. Today, billing centers need to go beyond claim processing to become trusted consulting partners to providers, irrespective of rapid change in the business of medicine. BrickMed solutions empower consultor billing centers.Starting Price: $2995 one-time payment -
23
ALFRED Claims Automation
Artivatic.ai
Filing claims are complex and critical processes. More than 60% of people do not file complex due to its complex processes and time taking nature. Artivatic’s dedicated claims platform for each insurance vertical helps insurance businesses to enable digital claims journeys, self-claims processing, automated assessment, risk & fraud intelligence and claims payout. ONE PLATFORM FOR ALL YOUR CLAIMS NEEDS. End to End Claims Automation and Assessment Platform AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL CLAIMS – DEATH CLAIMS – FIRE CLAIMS – SME CLAIMS – BUSINESS CLAIMS – COMMERCIAL CLAIMSStarting Price: $10/claims/month -
24
Aclaimant
Aclaimant
Empower your employees to drive productivity and reduce the total cost of risk with the RMIS built to deliver insight and results. Active risk management is a strategy where you empower your employees to more productively manage risk by leveraging technology that is centralized, connected, scalable, and data-driven to deliver results. Successfully decrease accidents, claim lag time and case duration using Aclaimant’s centralized system that connects your risk management office to incidents in the field. Reduce the cost of claims through better prevention and better mitigation to ultimately improve your insurability. Better utilize superior risk and safety talent with mobile-first, modern technology and automation. Aclaimant keeps your team focused and improves talent appeal, morale, and retention. Get access to case studies and content to better understand how you can put the Aclaimant platform to work for you and your team.Starting Price: Free -
25
NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. -
26
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. -
27
HawkSoft
HawkSoft
Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view. -
28
IBQ Commercial Comparative Rater
IBQ Systems
Commercial comparative rating made easy. Enter data once in one spot. No need to visit multiple carrier websites for quotes. Skip all the retyping the same data into carrier systems. You’ll boost accuracy and reduce the risk of errors. Offer quotes from multiple carriers so your customers get the best option. Or let them self serve and quote from your website. Export customer data into IBQ for remarketing. Or quote in IBQ for export to your agency management system. No extra charge. No need to look up class codes for every company. Our innovative lookup function makes it easy to get the right class for every quote. Quote the most popular commercial lines from one spot–quickly and easily. IBQ provides cutting edge insurance technology to agencies across the country. We strive to give powerful tools to the independent agent, in order to compete in today’s innovative marketplace.Starting Price: $150 per month -
29
InsuredMine
InsuredMine
Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven QuotesStarting Price: $69per user per month -
30
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
