Insurance Management Software

Insurance Management

What is Insurance Management Software?

Insurance management software is used by insurance companies to manage their core operations. Features include compliance management, fraud management, claims management, policy management, and more.

Common Features

  • Analytics and Reporting
  • Risk and Fraud Assessment
  • Document Management
  • Workflow Management
  • Communication Management
  • Claims Management
  • Fraud Management
  • Compliance Management
  • Financial Management System
  • Audit Management
  • Policy Management

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Top Insurance Management Software 2025

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

Salesforce.com Inc

Vlocity Insurance

Composite Score
8.1 /10
CX Score
8.6 /10

Successful Insurance organizations understand their clients and their constantly changing needs. They efficiently provide them with the right products, and efficiently administer and service their policies / products at the right times. You need insurance-specific capabilities, and you need all the benefits of the cloud. Now you can have both with Vlocity.

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Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Enables Productivity

Products below are ineligible for awards due to insufficient recent reviews

Xanatek Inc

Xanatek IMS4

Composite Score
7.6 /10
CX Score
8.0 /10

Since 2002, Xanatek has provided insurance management solutions and insurance software to independent insurance agents. Our state-of-the-art IMS software offers complete agency management, including industry standards ACORD Forms, eMessages, eDocs, downloads, as well as client and prospect management. The agency database management tools in IMS make insurance agency growth easy! We are proud to be a leader in the insurance agency software platforms and our client satisfaction rate is exceptional.

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Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
VUE Software

VUE Software

Composite Score
7.4 /10
CX Score
7.6 /10

VUE Software offers solutions built exclusively for the insurance industry that can overcome any level of complexity. Our platform supports multiple product types, distribution channels, and various hierarchy types. 400+ team members solely focused on distribution technology and innovation.

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Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
Composite Score
6.8 /10
CX Score
6.8 /10

Satisfy today’s hyper-connected customers across all channels, including mobile – with SAP software for the insurance industry. Our solutions use the latest technology to help you streamline claims management, simplify policy administration, and proactively manage risk and compliance.

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Pros

  • Friendly Negotiation
  • Transparent
  • Trustworthy
  • Over Delivered
Composite Score
5.9 /10
CX Score
5.8 /10

A complete set of core systems that support the insurance lifecycle, including underwriting, policy, claims, and billing management

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Pros

  • Efficient Service
  • Unique Features
  • Effective Service
  • Inspires Innovation

Cons

  • Less Reliable
  • Less Caring
  • Wastes Time
Applied Systems, Inc.

Applied Epic

Composite Score
3.6 /10
CX Score
4.4 /10

Power your brokerage with the only system in the industry that has integrated capabilities to manage personal, commercial, scheme and benefits and sales in a single application. As the world’s most widely used brokerage management system, Applied Epic®’s integrated and open architecture provides essential capabilities for your brokerage to better manage customer relationships, sales opportunities, market access, financial accounting, reporting, business processes, and policy and benefits administration.

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Cons

  • Commodity Features
  • Under Delivered
  • Less Generous

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In use by industry leaders for more than two decades, SmartOffice solution for CRM, practice, and agency management are trusted across the industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenues.

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Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.

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Can your current Property and Casualty insurance software handle what customers will want tomorrow? StoneRiver provides powerful core insurance software to help insurers achieve business objectives.

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With the customer-centered EIS Core Insurance Suite™, you can harness the full potential of your insurance business to innovate and compete, free from outmoded technologies and process inefficiencies that can stand in your way.

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