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Top Free Insurance Agency Management Systems

Check out our list of free Insurance Agency Management Systems. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Insurance Agency Management Systems to ensure you get the right product.

View Free Insurance Agency Management Systems

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
12 Insurance Agency Management Systems Products Available
View all Insurance Agency Management Systems
View all Insurance Agency Management Systems
Jenesis
By Jenesis
(136)4.7 out of 5
1st Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jenesis is an insurance agency management system based out of North Carolina. Jenesis was founded in 1999 by Eddie Price who at the time had an insurance agency of his own and needed a management syst

    Users
    • Insurance Agent
    • Agent
    Industries
    • Insurance
    Market Segment
    • 99% Small-Business
    • 1% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jenesis features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 8.2
    9.3
    Policy Management
    Average: 8.2
    8.1
    Accounting
    Average: 7.1
    9.3
    Task Management
    Average: 8.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • FK
    Jenesis is a good software for insurance purposes. I really like the features of managing claims and contracts of customers / clients. Makes life... Read review
    Noelia G.
    NG
    Jenesis helps keep our clients portfolios organized and makes it so much easier for us to keep track of any important detail for each customer. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jenesis
    Company Website
    Year Founded
    1999
    HQ Location
    Forest City, NC
    Twitter
    @JenesisSoftware
    257 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jenesis is an insurance agency management system based out of North Carolina. Jenesis was founded in 1999 by Eddie Price who at the time had an insurance agency of his own and needed a management syst

Users
  • Insurance Agent
  • Agent
Industries
  • Insurance
Market Segment
  • 99% Small-Business
  • 1% Enterprise
Jenesis features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 8.2
9.3
Policy Management
Average: 8.2
8.1
Accounting
Average: 7.1
9.3
Task Management
Average: 8.1
FK
Jenesis is a good software for insurance purposes. I really like the features of managing claims and contracts of customers / clients. Makes life... Read review
Noelia G.
NG
Jenesis helps keep our clients portfolios organized and makes it so much easier for us to keep track of any important detail for each customer. Read review
Seller Details
Seller
Jenesis
Company Website
Year Founded
1999
HQ Location
Forest City, NC
Twitter
@JenesisSoftware
257 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
Learn more
iLife Technologies
By iLife Technologies
(78)4.7 out of 5
14th Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    iLife is the #1 life insurance CRM! iLife is a comprehensive insurance CRM that streamlines processes, optimizes team productivity, and increases sales performance. Agents benefit from our centralize

    Users
    • Insurance Agent
    Industries
    • Insurance
    • Financial Services
    Market Segment
    • 95% Small-Business
    • 1% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • iLife Technologies features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 8.2
    9.6
    Policy Management
    Average: 8.2
    10.0
    Accounting
    Average: 7.1
    10.0
    Task Management
    Average: 8.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Rafael P.
    RP
    I had no issues when getting started, super simple to use and set up. The customer service is phenomenal and is committed to your success. ILife... Read review
    Brandon T.
    BT
    The platform setup, the options, the back office, the process for the leads, the branded website. I use my email and sms with this. There is... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    iLife Technologies
    Year Founded
    2019
    HQ Location
    San Francisco Bay Area, US
    LinkedIn® Page
    www.linkedin.com
    88 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

iLife is the #1 life insurance CRM! iLife is a comprehensive insurance CRM that streamlines processes, optimizes team productivity, and increases sales performance. Agents benefit from our centralize

Users
  • Insurance Agent
Industries
  • Insurance
  • Financial Services
Market Segment
  • 95% Small-Business
  • 1% Enterprise
iLife Technologies features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.2
9.6
Policy Management
Average: 8.2
10.0
Accounting
Average: 7.1
10.0
Task Management
Average: 8.1
Rafael P.
RP
I had no issues when getting started, super simple to use and set up. The customer service is phenomenal and is committed to your success. ILife... Read review
Brandon T.
BT
The platform setup, the options, the back office, the process for the leads, the branded website. I use my email and sms with this. There is... Read review
Seller Details
Seller
iLife Technologies
Year Founded
2019
HQ Location
San Francisco Bay Area, US
LinkedIn® Page
www.linkedin.com
88 employees on LinkedIn®
Learn more

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NextAgency
By Take 44, Inc.
(34)4.8 out of 5
8th Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
Entry Level Price:$75.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    NextAgency is a modern agency management system featuring CRM, marketing and optional commission tools. Designed for agencies selling benefits, senior and life policies, NextAgency is remarkably easy

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • NextAgency features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 8.2
    9.3
    Policy Management
    Average: 8.2
    6.7
    Accounting
    Average: 7.1
    9.4
    Task Management
    Average: 8.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • BW
    After over a year of research looking for an insurance agency CRM system I happened to find NextAgency. I looked at a lot of good systems and at... Read review
    Verified User in Insurance
    AI
    As long as I am near Wifi and have my laptop, I can login anywhere and access client data since Next Agency is cloud based. Perfect for a busy... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Take 44, Inc.
    Company Website
    Year Founded
    2015
    HQ Location
    Simi Valley, California
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

NextAgency is a modern agency management system featuring CRM, marketing and optional commission tools. Designed for agencies selling benefits, senior and life policies, NextAgency is remarkably easy

Users
No information available
Industries
  • Insurance
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
NextAgency features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 8.2
9.3
Policy Management
Average: 8.2
6.7
Accounting
Average: 7.1
9.4
Task Management
Average: 8.1
BW
After over a year of research looking for an insurance agency CRM system I happened to find NextAgency. I looked at a lot of good systems and at... Read review
Verified User in Insurance
AI
As long as I am near Wifi and have my laptop, I can login anywhere and access client data since Next Agency is cloud based. Perfect for a busy... Read review
Seller Details
Seller
Take 44, Inc.
Company Website
Year Founded
2015
HQ Location
Simi Valley, California
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
Learn more
AgencySmart
By AgencySmart
(39)4.8 out of 5
12th Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
Entry Level Price:$3.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related product

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 95% Small-Business
    • 3% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AgencySmart features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 8.2
    10.0
    Policy Management
    Average: 8.2
    9.4
    Accounting
    Average: 7.1
    8.8
    Task Management
    Average: 8.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Donna M.
    DM
    Agency smart is the most friendly, comprehensive, cost effective client management system I have ever had the please of utilizing. I have been... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AgencySmart
    Year Founded
    2002
    HQ Location
    Fairfield, New Jersey
    Twitter
    @AgencySmartLLC
    11 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    7 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related product

Users
No information available
Industries
  • Insurance
Market Segment
  • 95% Small-Business
  • 3% Enterprise
AgencySmart features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 8.2
10.0
Policy Management
Average: 8.2
9.4
Accounting
Average: 7.1
8.8
Task Management
Average: 8.1
Donna M.
DM
Agency smart is the most friendly, comprehensive, cost effective client management system I have ever had the please of utilizing. I have been... Read review
Seller Details
Seller
AgencySmart
Year Founded
2002
HQ Location
Fairfield, New Jersey
Twitter
@AgencySmartLLC
11 Twitter followers
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®
Learn more
AgencyBloc AMS+
By AgencyBloc
(39)4.7 out of 5
9th Easiest To Use in Insurance Agency Management Systems software
Save to My Lists
Entry Level Price:Starting at $105.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retenti

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 92% Small-Business
    • 5% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AgencyBloc AMS+ features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 8.2
    9.4
    Policy Management
    Average: 8.2
    6.1
    Accounting
    Average: 7.1
    9.0
    Task Management
    Average: 8.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • PM
    I like how this software can be scaled to meet the needs of agencies with a low monthly pricing model based on the number of users. Read review
    George E D.
    GD
    I came from an all lines background and had The Agency Manager since 1983, The in 2002, I entered just the Life & Health Insurance arena, and did... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AgencyBloc
    Year Founded
    2008
    HQ Location
    Cedar Falls, Iowa
    LinkedIn® Page
    www.linkedin.com
    140 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retenti

Users
No information available
Industries
  • Insurance
Market Segment
  • 92% Small-Business
  • 5% Mid-Market
AgencyBloc AMS+ features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.2
9.4
Policy Management
Average: 8.2
6.1
Accounting
Average: 7.1
9.0
Task Management
Average: 8.1
PM
I like how this software can be scaled to meet the needs of agencies with a low monthly pricing model based on the number of users. Read review
George E D.
GD
I came from an all lines background and had The Agency Manager since 1983, The in 2002, I entered just the Life & Health Insurance arena, and did... Read review
Seller Details
Seller
AgencyBloc
Year Founded
2008
HQ Location
Cedar Falls, Iowa
LinkedIn® Page
www.linkedin.com
140 employees on LinkedIn®
Learn more
SmartOffice
By Ebix
(28)3.7 out of 5
Save to My Lists
Entry Level Price:$70.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create tru

    Users
    No information available
    Industries
    • Financial Services
    • Insurance
    Market Segment
    • 64% Small-Business
    • 29% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SmartOffice features and usability ratings that predict user satisfaction
    7.9
    Has the product been a good partner in doing business?
    Average: 8.2
    5.6
    Policy Management
    Average: 8.2
    0.0
    No information available
    6.7
    Task Management
    Average: 8.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Christopher C.
    CC
    Smartoffice is an extremely detailed CRM system that has allowed us to capture more date and increase sales than ever before. We were using... Read review
    Verified User in Financial Services
    UF
    Integration with proprietary software makes it easier when opening a new account. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ebix
    Year Founded
    1976
    HQ Location
    Johns Creek, GA
    Twitter
    @EbixInc
    1,713 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,655 employees on LinkedIn®
    Ownership
    OTCMKTS: EBIXQ
Product Description
How are these determined?Information
This description is provided by the seller.

Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create tru

Users
No information available
Industries
  • Financial Services
  • Insurance
Market Segment
  • 64% Small-Business
  • 29% Mid-Market
SmartOffice features and usability ratings that predict user satisfaction
7.9
Has the product been a good partner in doing business?
Average: 8.2
5.6
Policy Management
Average: 8.2
0.0
No information available
6.7
Task Management
Average: 8.1
Christopher C.
CC
Smartoffice is an extremely detailed CRM system that has allowed us to capture more date and increase sales than ever before. We were using... Read review
Verified User in Financial Services
UF
Integration with proprietary software makes it easier when opening a new account. Read review
Seller Details
Seller
Ebix
Year Founded
1976
HQ Location
Johns Creek, GA
Twitter
@EbixInc
1,713 Twitter followers
LinkedIn® Page
www.linkedin.com
1,655 employees on LinkedIn®
Ownership
OTCMKTS: EBIXQ
Learn more
InsuredMine
By InsuredMine
(16)4.7 out of 5
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    InsuredMine is a digital platform of integrated Technologies enabling Independent Agents & Carriers to offer Omni-channel experience to their clients. This helps them grow their business by conver

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • InsuredMine features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.2
    8.8
    Policy Management
    Average: 8.2
    0.0
    No information available
    8.7
    Task Management
    Average: 8.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • RP
    The ease of automation and sharing docs with clients. Insuredmine has allowed us to free up time in order to increase our income producing activities. Read review
    Patrick I.
    PI
    This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    InsuredMine
    Year Founded
    2018
    HQ Location
    Plano, US
    Twitter
    @InsuredMine
    999 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    71 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

InsuredMine is a digital platform of integrated Technologies enabling Independent Agents & Carriers to offer Omni-channel experience to their clients. This helps them grow their business by conver

Users
No information available
Industries
  • Insurance
Market Segment
  • 100% Small-Business
InsuredMine features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.2
8.8
Policy Management
Average: 8.2
0.0
No information available
8.7
Task Management
Average: 8.1
RP
The ease of automation and sharing docs with clients. Insuredmine has allowed us to free up time in order to increase our income producing activities. Read review
Patrick I.
PI
This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up... Read review
Seller Details
Seller
InsuredMine
Year Founded
2018
HQ Location
Plano, US
Twitter
@InsuredMine
999 Twitter followers
LinkedIn® Page
www.linkedin.com
71 employees on LinkedIn®
Learn more
Canopy Connect Insurance Data Intake
By Canopy Connect
(11)4.9 out of 5
Save to My Lists
Entry Level Price:$100.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Canopy Connect’s insurance data intake platform is trusted by more than 10,000 insurance agents to collect verified insurance information from their prospects in seconds. Simply send your custom l

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 91% Small-Business
    • 9% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Canopy Connect Insurance Data Intake features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.2
    10.0
    Policy Management
    Average: 8.2
    0.0
    No information available
    10.0
    Task Management
    Average: 8.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • JC
    Ease of use for agent and consumer. The upload of documents makes it much easier to compare coverages for the client and really allows us to give... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Canopy Connect
    HQ Location
    San Francisco, US
    Twitter
    @canopy_connect
    280 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Canopy Connect’s insurance data intake platform is trusted by more than 10,000 insurance agents to collect verified insurance information from their prospects in seconds. Simply send your custom l

Users
No information available
Industries
  • Insurance
Market Segment
  • 91% Small-Business
  • 9% Enterprise
Canopy Connect Insurance Data Intake features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.2
10.0
Policy Management
Average: 8.2
0.0
No information available
10.0
Task Management
Average: 8.1
JC
Ease of use for agent and consumer. The upload of documents makes it much easier to compare coverages for the client and really allows us to give... Read review
Seller Details
Seller
Canopy Connect
HQ Location
San Francisco, US
Twitter
@canopy_connect
280 Twitter followers
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
Learn more
Momentum AMP by NowCerts
By NowCerts, LLC
(7)3.8 out of 5
Save to My Lists
Entry Level Price:$295.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Main characteristics of NowCerts: -At NowCerts, we understand the importance of flexibility in the digital age. That's why we're proud to offer AMS software that is not only browser-based for easy

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Momentum AMP by NowCerts features and usability ratings that predict user satisfaction
    5.0
    Has the product been a good partner in doing business?
    Average: 8.2
    7.9
    Policy Management
    Average: 8.2
    6.3
    Accounting
    Average: 7.1
    6.7
    Task Management
    Average: 8.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Simmy H.
    SH
    Pricing was the most competitive I reviewed; Light Client - ability to use from any computer via browsers; No restrictions on being logged in... Read review
    Nik K.
    NK
    As a previous user of QQ Catalyst. NowCerts is a breath of fresh air. They have a customer service team that is willing to help. Their platform... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    NowCerts, LLC
    Year Founded
    2009
    HQ Location
    3492 Long Prairie Rd Suite 150 Flower Mound, TX 75022
    LinkedIn® Page
    www.linkedin.com
    32 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Main characteristics of NowCerts: -At NowCerts, we understand the importance of flexibility in the digital age. That's why we're proud to offer AMS software that is not only browser-based for easy

Users
No information available
Industries
  • Insurance
Market Segment
  • 100% Small-Business
Momentum AMP by NowCerts features and usability ratings that predict user satisfaction
5.0
Has the product been a good partner in doing business?
Average: 8.2
7.9
Policy Management
Average: 8.2
6.3
Accounting
Average: 7.1
6.7
Task Management
Average: 8.1
Simmy H.
SH
Pricing was the most competitive I reviewed; Light Client - ability to use from any computer via browsers; No restrictions on being logged in... Read review
Nik K.
NK
As a previous user of QQ Catalyst. NowCerts is a breath of fresh air. They have a customer service team that is willing to help. Their platform... Read review
Seller Details
Seller
NowCerts, LLC
Year Founded
2009
HQ Location
3492 Long Prairie Rd Suite 150 Flower Mound, TX 75022
LinkedIn® Page
www.linkedin.com
32 employees on LinkedIn®
Learn more
Agentero
By Agentero
(1)4.0 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Agentero is the premier agency growth engine augmented by a powerful layer of client interaction tools. We empower independent insurance agents to thrive by converting existing data into actionable in

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Agentero features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Insurance
    AI
    They offer access to multiple insurance carriers Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Agentero
Product Description
How are these determined?Information
This description is provided by the seller.

Agentero is the premier agency growth engine augmented by a powerful layer of client interaction tools. We empower independent insurance agents to thrive by converting existing data into actionable in

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Agentero features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Verified User in Insurance
AI
They offer access to multiple insurance carriers Read review
Seller Details
Seller
Agentero
Learn more
Socotra
By Socotra
(2)4.5 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Serving one of the world’s largest and most technologically neglected industries, Socotra’s mission is to provide insurers with a modern, flexible, enterprise-grade core system that enables them to ra

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Socotra features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.2
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Insurance
    CI
    I appreciate the flexibility and configurability that the Socotra policy admin system provides. It allows us to have a single source of truth for... Read review
    Verified User in Insurance
    CI
    Quick to spin-up new environment and support. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Socotra
    Year Founded
    2014
    HQ Location
    San Francisco, CA
    Twitter
    @socotratech
    235 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    194 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Serving one of the world’s largest and most technologically neglected industries, Socotra’s mission is to provide insurers with a modern, flexible, enterprise-grade core system that enables them to ra

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
Socotra features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.2
0.0
No information available
0.0
No information available
0.0
No information available
Verified User in Insurance
CI
I appreciate the flexibility and configurability that the Socotra policy admin system provides. It allows us to have a single source of truth for... Read review
Verified User in Insurance
CI
Quick to spin-up new environment and support. Read review
Seller Details
Seller
Socotra
Year Founded
2014
HQ Location
San Francisco, CA
Twitter
@socotratech
235 Twitter followers
LinkedIn® Page
www.linkedin.com
194 employees on LinkedIn®
Learn more
Insuraxe Sales Tracking
By Insuraxe Solutions, Inc
0 ratings
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Welcome to Insurance Sales Tracking Track, manage, and optimize your insurance sales with our powerful tools. Features Sales Performance Dashboard Get a real-time overview of your sales metrics and

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Insuraxe Sales Tracking features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Insuraxe Solutions, Inc
    HQ Location
    N/A
Product Description
How are these determined?Information
This description is provided by the seller.

Welcome to Insurance Sales Tracking Track, manage, and optimize your insurance sales with our powerful tools. Features Sales Performance Dashboard Get a real-time overview of your sales metrics and

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Insuraxe Sales Tracking features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Insuraxe Solutions, Inc
HQ Location
N/A
Learn more