Best On-Premises Insurance Software

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.

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries.

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.

A Shared & Automated Employee Benefits Placement Platform : ASPIRE HEALTH AI & Data Analytics focused first Employee Benefit & Group Health System (EBHS) - ASPIRE HEALT, a new category of enterprise software for brokers and carriers, to do just that. A EBHS enables brokers and carriers to manage the entire placement process in one shared system. To be successful, a BPS must have three core features: Purpose-built. There’s so much nuance in our industry. This is especially true in the mid-to-large market, where custom underwriting is required on every client. An effective EBHS accounts for the specific workflows and dynamic relationships across stakeholders—brokers, carriers, third-parties, and the client. Supports the entire placement process. Whether collecting a renewal or marketing for new business, a EBHS addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation.

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.

Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.

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.

Crunchwork is for insurers who want to gain a competitive edge with a fast, customer-centric claims process. Crunchwork is a cloud-based insurance claim management software that has everything you and your supply chain need to triage, process, and complete claims. In one platform. It’s the simpler way to transform your entire claim lifecycle. Unlike typical claim management platforms, Crunchwork is both flexible and powerful enough to operate your entire business however you work best.

I-underwrite delivers world class auto-underwriting. We offer a comprehensive set of software modules capable of delivering a full, end-to-end insurance sales process online, including needs analysis and quote, e-application, auto-underwriting, digital signature, up-sell or cross sell, offer and acceptance, payment processing, policy issue, reporting and data analytics. Auto-underwriting software The cornerstone of our digital insurance software is our auto-underwriting rules engine. Underwriting rules can be quickly and easily configured to auto-decision life, critical illness, disability, income protection and medical products to meet the specific needs and underwriting philosophy of any insurer. The rules engine is available as a ‘self-contained’ module, which can be integrated into an insurer's hosted environment or provided on a Software - as a Service model. Plug into the i-underwrite U/W engine using any electronic distribution system.

Openkoda is an application development platform purpose‑built for the needs of the insurance sector. It lets carriers, insurtech, MGAs, insurtech start‑ups and service vendors stand up full‑featured web apps, APIs and internal tools in a fraction of the time traditional development requires - while still giving the team full ownership of the source code. The platform is built upon an open‑source stack which guarantees freedom from vendor lock‑in. A modular architecture with pre‑built templates accelerates common insurance flows - policy issuance, claims, endorsements, renewals, yet everything runs in containerised environments that scale horizontally and charge no per‑user fees. Openkoda ships with domain‑specific accelerators: an AI‑ready policy‑administration core, claims workbenches, embedded‑insurance checkout components, and underwriter dashboards that can pull external risk data or trigger machine‑learning models.

Claims Manager is a comprehensive, integrated RIMS system built to streamline your process from FNOL to settlement. A unique, configurable business rules engine automates workflow, reduces manual and duplicate work, saves time, and improves outcomes for all stakeholders. Claims Manager’s integrated solutions streamline workflow by helping you administer, adjust, and report your property and casualty claims. Claims Manager is a versatile, and simple to use Risk Management Information System that offers tomorrow’s solutions, today. Its intuitive interface seamlessly integrates with an automated workflow that is accessible anytime, anywhere, from any device. Letting you easily capture, benchmark, administer, and report claims for all lines of property and casualty insurance.

eBSEG Digital Insurance Sales & Services Solution is a customer experience and engagements Omnichannel platform available via (Desktop - Mobile - Tablet - Chatbot - CRM - Facebook app- Messaging, and others). eBSEG Digital Insurance Solution transforms insurance organizations' services to be available for your customers over mobile and web anytime. eBSEG Insurance Solution enables the customers to view their coverage, Buy New Policy online and pay for it using Credit Card and make changes to others, pay bills and make a claim or chat live with an agent and so much more. eBSEG Insurance Solution provides coverage for Car, real estate properties, travel, medical, and life insurance industries.

NSURE is the first ever AI-powered comprehensive and modern insurance management system designed for core operations, policy administration, claims administration, and operational automation for both Life and Non-Life insurance businesses. This fully integrated, web-based application enables customers and agents to generate policies online while leveraging automation to enhance business performance, efficiency, and productivity through digital solutions.

Multimodal builds and manages secure, integrated, and tailored AI automation for complex workflows in financial services. Our enterprise-grade AI agents are trained on company data for greater precision and work together as your digital workforce. Our AI Agents process documents, query databases, power chatbots, make decisions, and generate reports. They automate end-to-end workflows and self-learn to improve over time. Unstructured AI is an Extract, Transform, Load (ETL) layer to process complex, unstructured documents for RAG or AI applications. Document AI is trained on your schema to extract, label, and organize data from loan applications, claims, PDF reports, and more. Conversational AI serves as your in-house chatbot that accesses unstructured internal data to provide customer and employee support. Database AI accesses company databases to answer queries, interpret datasets, and provide actionable insights.

Genasys is a modern cloud-based, end-to-end insurance administration platform built to maximise agility, connectivity and operational efficiency. Designed with open architecture and more than 450 API endpoints, it integrates seamlessly with external platforms to provide a consolidated source of truth across policy, claims and billing. The platform empowers insurers, MGAs and brokers with no-code configuration, workflow automation and robust reporting tools. It supports rapid product launches and complex operational models while ensuring compliance, traceability and a customer-centric experience.

Prevail Reinsurance System (PRS) is a comprehensive, automated reinsurance management solution. PRS provides robust off-the-shelf functionality, ease of implementation and adaptation to business changes. PRS contains the most advanced cession calculation engine and automated reinsurance processes in the marketplace. PRS is designed to immediately help you gain efficiency in the administration of your reinsurance contracts. PRS will streamline premium and claim transaction processing, help the user to easily settle and monitor open balances, and increase the speed of data reporting responsibilities within your organization. The entire reinsurance process and data is maintained in a single secure system with easy access for everyone.