# Best Life & Health Insurance Agency Management Software

## How Many Life & Health Insurance Agency Management Software Products Does G2 Track?

**Total Products under this Category:** 26

### Category Stats (Aug 2026)

- **Average Rating:** 4.58/5 The average rating of products in this category, based on all submitted ratings

_Last updated: August 05, 2026_

## How Does G2 Rank Life & Health Insurance Agency Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 200+ Authentic Reviews
- 26+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Life & Health Insurance Agency Management Software
 ![G2 Grid® for Life & Health Insurance Agency Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/life-health-insurance-agency-management/grids.png?focus%5B%5D=43105&focus%5B%5D=4921&focus%5B%5D=159965&focus%5B%5D=101254)

Highlighted products: NextAgency, AgencyBloc AMS+, iLife Technologies, and AgencySmart.

Underlying data: [Grid® JSON](https://www.g2.com/categories/life-health-insurance-agency-management/grids.json?focus%5B%5D=nextagency&focus%5B%5D=agencybloc-ams&focus%5B%5D=ilife-technologies&focus%5B%5D=agencysmart)

### [NextAgency](https://www.g2.com/products/nextagency/reviews)

NextAgency is the insurance agency management system and CRM its customers would design. As a result, NextAgency ranks as the Best Life & Health Insurance Agency Management Software on the G2 Grid — and is the only platform in the Leaders quadrant of the G2 Grid® for Life & Health Insurance Agency Management. NextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It brings together CRM, marketing, business analytics, compliance tools, and optional commission tracking in a single platform. NextAgency is designed for the way life and health agencies work, not the way generic software assumes they do. Yet it is easy to customize for the way each specific agency works. Agencies use NextAgency to manage the full scope of their day-to-day work: - CRM and policy management: track prospects and clients, manage policies, and build sales pipelines customized for benefits, Medicare, and life insurance - Marketing and communication: send email campaigns and newsletters, launch drip marketing campaigns, sync with Gmail, Outlook and other email clients, and automate renewal reminders and follow-up tasks - Business analytics: over two dozen built-in reports covering book of business, policy renewals, agent activity, and commission reconciliation; understand pipelines through the pipeline view; and use the dashboard to quickly check the current status of key business items like open tasks, case status, and more - Compliance and document management: generate, collect, and store e-signatures on commission disclosure forms, ACA consent forms, and Medicare-required documentation - Commission tracking: import carrier statements, manage sub-agent splits, and generate producer commission reports through the optional NextCommission add-on The platform serves agencies from mom-and-pop shops to regional leaders and is in use across 37 states. NextAgency was launched in 2018 by a team of long-time industry leaders, including two past presidents of NABIP (formerly NAHU). NextAgency is privately owned, independently operated, and answers to its customers. NextAgency respects its customers. That is why it publishes its pricing on its website, provides a 30-day free trial, and offers a month-to-month subscription with no long-term contract required. The company enters into a mutual NDA with each customer. The NDA makes explicit that its customers own their clients’ data and that NextAgency will not market to agencies' prospects and clients. NextAgency’s effort to design the agency management and CRM platform its customers would build themselves is reflected in its reviews on rating sites. For instance, on G2, NextAgency earns 4.8 out of 5 overall, with customer support rated 9.9 out of 10 — the highest in the life and health insurance agency management category. Across G2 and Capterra, NextAgency’s ratio of positive to negative reviews is 6.2 to 1, a ratio greater than those of its peers. The platform integrates with Employee Navigator, BerniePortal, Ease, Intulse, Zapier, GReminder, and others. An interactive comparison tool at www.NextAgency.com allows agencies to evaluate features and pricing alongside leading competitors based on the factors users deem important.

**Average Rating:** 4.8/5.0

**Total Reviews:** 37

#### How Do G2 Users Rate NextAgency?

- **Policy Management:** 9.4/10 (Category avg: 9.2/10)
- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.0/10)
- **Contact Management:** 9.4/10 (Category avg: 9.2/10)
- **Reporting:** 9.3/10 (Category avg: 9.2/10)

#### Who Is the Company Behind NextAgency?

- **Seller:** [Take 44, Inc.](https://www.g2.com/sellers/take-44-inc)
- **Company Website:** www.NextAgency.com
- **Year Founded:** 2015
- **HQ Location:** Simi Valley, California
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=42470d1e25abd9a7b0f52d5d604dca599609dd406721831444cefdea20b82a2b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18113406%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 89% Small, 11% Medium

#### What Do G2 Reviewers Say About NextAgency?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **exceptional customer support** provided by NextAgency, making it highly adaptable for individual and agency needs.
- Users find NextAgency's interface **easy to use** , appreciating its user-friendly design and helpful resources.
- Users love the **efficient consolidation of client information** in NextAgency, making management and service seamless and effective.
- Users appreciate the **comprehensive information** provided by NextAgency, enhancing organization and accessibility for agents.
- Users value the **easy access** to organized information and responsive customer support with NextAgency's comprehensive CRM system.

##### Cons

- Users find some features of NextAgency **initially complex** , making navigation and customization challenging at first.
- Users find the **implementation process challenging** , complicating their overall experience with NextAgency software.
- Users find the **lack of user-friendliness** on smaller screens frustrating, hindering their overall experience with NextAgency.
- Users experience **inaccurate availability updates** that can lead to confusion and disrupt scheduling effectiveness.
- Users find **workflow inefficiency** due to the initial complexity of features and a lack of customization options.

#### What Are Recent G2 Reviews of NextAgency?

**["NextAgency Makes Client and Policy Management Easier"](https://www.g2.com/survey_responses/nextagency-review-11974613)**

**Rating:** 4.5/5.0 stars

_— Satish L._

[Read full review](https://www.g2.com/survey_responses/nextagency-review-11974613)

**["Flexible system with excellent customer support"](https://www.g2.com/survey_responses/nextagency-review-12726424)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/nextagency-review-12726424)

#### What Are G2 Users Discussing About NextAgency?

- [What is NextAgency used for?](https://www.g2.com/discussions/what-is-nextagency-used-for) - 1 comment

### [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews)

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 retention. Manage your company’s leads, prospects, and clients all in one centralized location. Convert more prospects and turn the dial up on your sales team’s initiatives with insurance-specific sales enablement tools. Then, close the loop and improve client retention with dedicated customer and policy management tools designed for the health, benefits, and senior market insurance space. AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth.

**Average Rating:** 4.7/5.0

**Total Reviews:** 42

#### How Do G2 Users Rate AgencyBloc AMS+?

- **Policy Management:** 8.8/10 (Category avg: 9.2/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10)
- **Contact Management:** 9.6/10 (Category avg: 9.2/10)
- **Reporting:** 9.2/10 (Category avg: 9.2/10)

#### Who Is the Company Behind AgencyBloc AMS+?

- **Seller:** [AgencyBloc](https://www.g2.com/sellers/agencybloc)
- **Year Founded:** 2008
- **HQ Location:** Cedar Falls, Iowa
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fdfd6385010c743f12b83db9f94228622ed5af8f9df99be83a5d97e5d8f2dc&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fagencybloc&secure%5Burl_type%5D=linkedin_company_website)  
145 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 90% Small, 7% Medium

#### What Do G2 Reviewers Say About AgencyBloc AMS+?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **exceptional customer support** of AgencyBloc AMS+, enhancing their overall experience and efficiency.
- Users value the **customization options** in AgencyBloc AMS+, enhancing their agency's efficiency and meeting specific needs.
- Users highlight the **ease of use** of AgencyBloc AMS+, enhancing day-to-day efficiency with user-friendly features.
- Users praise the **easy access** of AgencyBloc AMS+, enhancing daily efficiency and customization for their agency needs.
- Users value the **user-friendly features** of AgencyBloc AMS+, enhancing efficiency and customization for their agency needs.

##### Cons

- Users find the **lack of user-friendliness** frustrating, as it leads to cluttered information and limited editing options.
- Users desire a **more streamlined policy management** system to reduce clutter from multiple active and termed policies.

#### What Are Recent G2 Reviews of AgencyBloc AMS+?

**["User-Friendly Interface, Top-Tier Customer Service"](https://www.g2.com/survey_responses/agencybloc-ams-review-12715086)**

**Rating:** 4.0/5.0 stars

_— James C._

[Read full review](https://www.g2.com/survey_responses/agencybloc-ams-review-12715086)

**["Organized Multi-Agent Commission Management That Works Wonderfully"](https://www.g2.com/survey_responses/agencybloc-ams-review-12536249)**

**Rating:** 4.5/5.0 stars

_— Kristin R._

[Read full review](https://www.g2.com/survey_responses/agencybloc-ams-review-12536249)

#### What Are G2 Users Discussing About AgencyBloc AMS+?

- [What is AgencyBloc used for?](https://www.g2.com/discussions/what-is-agencybloc-used-for)

### [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews)

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 centralized task management, automated data collection, and reduced sales cycle timelines. Agencies using iLife manage teams more effectively, exceed sales targets, and benefit from high client satisfaction. iLife includes all the tools a life insurance agent needs to succeed: e-App, quoting tool, marketing tool, website builder, and marketing content library. Request a demo to see iLife in action!

**Average Rating:** 4.7/5.0

**Total Reviews:** 77

#### How Do G2 Users Rate iLife Technologies?

- **Policy Management:** 8.8/10 (Category avg: 9.2/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.0/10)
- **Contact Management:** 9.0/10 (Category avg: 9.2/10)
- **Reporting:** 8.7/10 (Category avg: 9.2/10)

#### Who Is the Company Behind iLife Technologies?

- **Seller:** [iLife Technologies](https://www.g2.com/sellers/ilife-technologies)
- **Year Founded:** 2019
- **HQ Location:** San Francisco Bay Area, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7507f320595ee85ed5e557c574dd98b039bcfaa077a43b4f16e0ec701aacc2c5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Filifetech%2F&secure%5Burl_type%5D=linkedin_company_website)  
113 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Insurance Agent
- **Top Industries:** Insurance, Financial Services
- **Company Size:** 95% Small, 1% Medium

#### What Are Recent G2 Reviews of iLife Technologies?

**["A Huge Win For The New Small Business and Independent Insurance Agent"](https://www.g2.com/survey_responses/ilife-technologies-review-6796465)**

**Rating:** 5.0/5.0 stars

_— Kevin J._

[Read full review](https://www.g2.com/survey_responses/ilife-technologies-review-6796465)

**["Life Insurance for the new millennium!"](https://www.g2.com/survey_responses/ilife-technologies-review-5086286)**

**Rating:** 5.0/5.0 stars

_— Michael G._

[Read full review](https://www.g2.com/survey_responses/ilife-technologies-review-5086286)

#### What Are G2 Users Discussing About iLife Technologies?

- [What is iLife Technologies used for?](https://www.g2.com/discussions/what-is-ilife-technologies-used-for)

### [AgencySmart](https://www.g2.com/products/agencysmart/reviews)

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 products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable. CONTACT OR SCHEDULE A DEMONSTRATION HERE --\> https://agencysmart.com/schedule-a-demonstration/

**Average Rating:** 4.8/5.0

**Total Reviews:** 38

#### How Do G2 Users Rate AgencySmart?

- **Policy Management:** 9.8/10 (Category avg: 9.2/10)
- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.0/10)
- **Contact Management:** 9.6/10 (Category avg: 9.2/10)
- **Reporting:** 9.5/10 (Category avg: 9.2/10)

#### Who Is the Company Behind AgencySmart?

- **Seller:** [AgencySmart](https://www.g2.com/sellers/agencysmart)
- **Year Founded:** 2002
- **HQ Location:** Fairfield, New Jersey
- **Twitter:** @AgencySmartLLC  
12 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c1763b0542372c18e7404bb5f87bf15f4be2d73d4d5679bbb5ba8e8c1159b59b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11153962%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 95% Small, 3% Large

#### What Do G2 Reviewers Say About AgencySmart?

_AI-generated summary from verified user reviews_

##### Pros

- Users find AgencySmart to be **user-friendly and easy to navigate** , making client tracking simple and efficient.
- Users value the **excellent training support** provided by AgencySmart, enhancing their team's proficiency and confidence.
- Users appreciate the **simple and efficient activities management** of AgencySmart, making client tracking seamless.
- Users find **navigation easy** with AgencySmart, enhancing their overall user experience significantly.
- Users value the **simple and straightforward system** for effectively tracking client information and employer contributions.

##### Cons

- Users struggle with **data entry issues** , as not all plans are pre-populated, requiring manual input frequently.
- Users find the **manual editing difficult** due to incomplete pre-population of plans in the system.

#### What Are Recent G2 Reviews of AgencySmart?

**["Agency Smart is very user friendly!"](https://www.g2.com/survey_responses/agencysmart-review-10274353)**

**Rating:** 5.0/5.0 stars

_— Jessica C._

[Read full review](https://www.g2.com/survey_responses/agencysmart-review-10274353)

**["Refreshingly Simple and Straight Forward"](https://www.g2.com/survey_responses/agencysmart-review-10275390)**

**Rating:** 5.0/5.0 stars

_— Jeremiah B._

[Read full review](https://www.g2.com/survey_responses/agencysmart-review-10275390)

#### What Are G2 Users Discussing About AgencySmart?

- [What is AgencySmart used for?](https://www.g2.com/discussions/what-is-agencysmart-used-for) - 1 comment

### [Gen4 Agency Management](https://www.g2.com/products/gen4-agency-management/reviews)

An all-in-one agency software solution.

**Average Rating:** 3.9/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Gen4 Agency Management?

- **Policy Management:** 9.2/10 (Category avg: 9.2/10)
- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 9.0/10)
- **Contact Management:** 8.3/10 (Category avg: 9.2/10)
- **Reporting:** 9.2/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Gen4 Agency Management?

- **Seller:** [Gen4 Systems](https://www.g2.com/sellers/gen4-systems)
- **Year Founded:** 2004
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=96349a3f474ebce8707cb2b15c4414c03737674c099de34c9fe2af79302addd3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2913484&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 40% Medium, 40% Large

#### What Are Recent G2 Reviews of Gen4 Agency Management?

**["Gen4 Review"](https://www.g2.com/survey_responses/gen4-agency-management-review-4280080)**

**Rating:** 4.5/5.0 stars

_— Shannon U._

[Read full review](https://www.g2.com/survey_responses/gen4-agency-management-review-4280080)

**["Gen4 is a life saver"](https://www.g2.com/survey_responses/gen4-agency-management-review-3350393)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/gen4-agency-management-review-3350393)

### [AGEman Office](https://www.g2.com/products/ageman-office/reviews)

Life insurance agency back office system for new business, inforce, commission and agent compliance. Meets ACORD and CITS standards

#### Who Is the Company Behind AGEman Office?

- **Seller:** [AGEman Solutions](https://www.g2.com/sellers/ageman-solutions)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [AgentCubed](https://www.g2.com/products/agentcubed/reviews)

SIMPLIFY THE OVERWHELMING with one powerful solution designed specifically for insurance carriers & brokerages in the health and P&C insurance markets. Telephone, direct mail and web lead integration. Automated lead distribution to call center, captive agents and broker agents. Integrated quoting. Enrollment solutions for all sales channels. Policy management and unrivaled dashboard and reporting.

**Average Rating:** 2.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate AgentCubed?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10)

#### Who Is the Company Behind AgentCubed?

- **Seller:** [AgentCubed](https://www.g2.com/sellers/agentcubed)
- **Year Founded:** 2009
- **HQ Location:** Boise, US
- **Twitter:** @AgentCubed  
1,045 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3ab1c4ab8fd120785614d5770a76709536b74757d86c1954d101e0578f9d5995&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fagentcubed-llc&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Large

#### What Are Recent G2 Reviews of AgentCubed?

**["Agent Cube - Easy all the way around"](https://www.g2.com/survey_responses/agentcubed-review-698449)**

**Rating:** 4.5/5.0 stars

_— Renee J._

[Read full review](https://www.g2.com/survey_responses/agentcubed-review-698449)

**["Just scratching the surface"](https://www.g2.com/survey_responses/agentcubed-review-530102)**

**Rating:** 4.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/agentcubed-review-530102)

#### What Are G2 Users Discussing About AgentCubed?

- [What is AgentCubed used for?](https://www.g2.com/discussions/what-is-agentcubed-used-for)

### [BenefitsGuide](https://www.g2.com/products/benefitsguide/reviews)

BenefitsGuide streamlines the process of selling and servicing employee benefits from the perspective of the retail health insurance broker and the GA.

#### Who Is the Company Behind BenefitsGuide?

- **Seller:** [Hillcrest Business Systems](https://www.g2.com/sellers/hillcrest-business-systems)
- **Year Founded:** 2009
- **HQ Location:** Woodbury, US
- **Twitter:** @Benefitsguideco  
22 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a584fe958de385d971a100cf644a46fa08d1b301ca5f77af4e4dd9a6133624d6&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbenefitsguide&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Breathe Life Digital Distribution Platform](https://www.g2.com/products/breathe-life-digital-distribution-platform/reviews)

Breathe Life is an enterprise Software-as-a-Service, or SaaS, platform for the life insurance industry. We provide insurers with a modern end-to-end platform that increases the speed of policy delivery and reduces operational costs for the distribution of financial security products. We believe that technology will help eliminate the financial insecurities of generations to come. Breathe Life is venture-backed by Real Ventures, Invest Quebec, Diagram Ventures and a variety of industry veteran angel investors from AXA, AIG, and RGA.

#### Who Is the Company Behind Breathe Life Digital Distribution Platform?

- **Seller:** [Breathe Life](https://www.g2.com/sellers/breathe-life)
- **Year Founded:** 2017
- **HQ Location:** Montreal, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d6d8b85c4bbde8d017fd2bf7484a13bdbd5bc112e590026ee0f66c487dd24fd9&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbreathe-life&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [EbixEnterprise](https://www.g2.com/products/ebixenterprise/reviews)

EbixEnterprise is uniquely structured-in Business Blocks, allowing you to change coverage categories as your book of business changes. And every block is built on the powerful EbixEnterprise Claims LX Foundation, with online enrollment and eligibility management, remote access capabilities, and advanced reporting and business intelligence.

#### Who Is the Company Behind EbixEnterprise?

- **Seller:** [Ebix](https://www.g2.com/sellers/ebix)
- **Year Founded:** 1976
- **HQ Location:** Johns Creek, GA
- **Twitter:** @EbixInc  
1,690 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fec377ae8a15eb528f92d984b25a3de32d36908662ebbfa83936ecdedd98718b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F40563%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,663 employees on LinkedIn®
- **Ownership:** OTCMKTS: EBIXQ

### [EZ-App](https://www.g2.com/products/ez-app/reviews)

Trade paper for speed, convenience and improved accuracy when you use EZ-App. Desktop and mobile-friendly, the enhanced EZ-App is available for submitting the following applications: Protective Advantage Choice UL, Protective Custom Choice UL (10-30), Protective Classic Choice Term.

#### Who Is the Company Behind EZ-App?

- **Seller:** [EZ-App](https://www.g2.com/sellers/ez-app)
- **HQ Location:** Birmingham, Alabama, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ec912bd297e55361f92cb97023ab3a6b08850821e964e44d8642c4d33ddd0e56&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprotective-life&secure%5Burl_type%5D=linkedin_company_website)  
3,264 employees on LinkedIn®

### [GoHealth](https://www.g2.com/products/gohealth-gohealth/reviews)

Our agency management software imports and distributes leads automatically, creates reports, sends alerts, creates quotes, and more.

#### Who Is the Company Behind GoHealth?

- **Seller:** [GoHealth](https://www.g2.com/sellers/gohealth)
- **Year Founded:** 2001
- **HQ Location:** Chicago, Illinois, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bdc42b3b050d82e5447a1e28eb203bcbc32e079fee6434838356e46c19abf99e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgohealth%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,447 employees on LinkedIn®
- **Ownership:** NASDAQ: GOCO

### [HealthSherpa for Agents](https://www.g2.com/products/healthsherpa-for-agents/reviews)

A Healthcare.gov certified web broker, giving people, employers, and nonprofits a simple platform for enrolling in ACA-compliant healthcare.

#### Who Is the Company Behind HealthSherpa for Agents?

- **Seller:** [Health Sherpa](https://www.g2.com/sellers/health-sherpa)
- **Year Founded:** 2014
- **HQ Location:** Sacramento, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f62481f39ed4438b836e122fa03c21890985f66bf4763d0e419f6b80a9bbea60&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhealthsherpa&secure%5Burl_type%5D=linkedin_company_website)  
231 employees on LinkedIn®

### [inshura](https://www.g2.com/products/inshura/reviews)

Inshura is a free ACA health insurance software platform for agents to compare, quote, enroll, and track their customer's enrollment status. Where Insurance Meets Innovation Enroll More Customers in ACA Health Insurance and Upsell Ancillary Plans like Dental, Vision, Life, and more. Inshura is the newest, FREE, and most advanced ACA quoting and enrollment platform, featuring EDE Phase III integration with the FFM Marketplace. Join the wave of forward-thinking brokerages and agents upgrading to Inshura. Optimized for Independent Agencies and Agents, our cutting-edge technology boosts your income, reduces workloads, and dramatically improves customer service - for FREE! Our Client Referral program connects you with more plans from top carriers, and we pay the highest rates – quickly. Sign up today and revolutionize your health insurance business - for FREE! Highlights: • We're a Software company developing innovative solutions for Insurance Agencies and Agents for over a decade. • We're a partner you can trust for the safety and security of your data. • We don't sell insurance and are committed to supporting you. • Unmatched Efficiency saves you time and resources. • Our Compare-Quote-Enroll flow is easy to use and fast. • Industry-leading referral payouts via our optional Client Referral Program • Full Integration with NIPR Auto-imports your licenses and most appointments. • Full Integration with the CMS FFM Marketplace - EDE PHASE III certified. • An Agency "Point of View" to manage your Agents from our convenient Dashboard. • Customer Status Dashboard with enrollment tracking, follow-up automation, and more. • Enhanced Customer Experience helps you exceed customer expectations. • We're all about YOU with REAL support and training to help you grow and excel. • Our scalable and Future-Proof platform is continually updated to address industry changes and ensure you stay ahead in this dynamic and competitive market. Skyrocket Your Income • Upsell Dental, Vision, Critical Illness, Accident, Life, Off-Exchange plans, and more • ACA Client Referrals pay up to $200\* per app during OEP • Up to $100 per OEP renewal in following years • Ancillary plan referrals pay top dollar\* per app • Outstanding SEP client referral payments Join the wave of forward-thinking brokerages and agents switching to Inshura.

#### Who Is the Company Behind inshura?

- **Seller:** [inshura](https://www.g2.com/sellers/inshura)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=09c1f49596bbd563a1ec3d1a59f40ea3f4b97a71605d699846090bb342b3b933&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finshura&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Insura Life POS](https://www.g2.com/products/insura-life-pos/reviews)

Insura LifePOS is an integrated sales tool designed to streamline and enhance the operations of life insurance businesses. This comprehensive application supports agents throughout the entire sales process, from initial client engagement to after-sales support, ensuring efficiency and effectiveness in managing client relationships and policy submissions. Key Features and Functionality: - Sales Illustration on Mobile: Enables agents to present proposals to clients effortlessly, anytime and anywhere, using their mobile devices. - E-Submission: Facilitates real-time submission of new business applications, integrated with payment gateways for seamless transactions. - Follow-Up Management: Provides agents with timely updates on application statuses from the head office system, ensuring transparent communication and efficient client follow-up. - Easy Product Updates: Utilizes configuration tools that allow for quick and straightforward updates to new products within the system. - Flexible and Efficient: Built on web and mobile platforms using the latest technology and modular systems, offering adaptability and optimal performance. - Integrated System: Ensures seamless integration from front-end to back-end processes, simplifying maintenance and operations. - End-to-End Support: Provides comprehensive tools for sales personnel, covering all activities from pre-sales to after-sales support. Primary Value and Solutions Provided: Insura LifePOS addresses the challenges faced by life insurance agents by digitizing and automating key aspects of the sales process. By offering a unified platform that covers the entire sales journey, it enhances agent productivity, reduces operational costs, and improves customer satisfaction. The application's integration capabilities and user-friendly design ensure that agents can focus more on client engagement and less on administrative tasks, ultimately driving business growth and efficiency.

#### Who Is the Company Behind Insura Life POS?

- **Seller:** [Batavianet](https://www.g2.com/sellers/batavianet)
- **Year Founded:** 1996
- **HQ Location:** West Jakarta, ID
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f7b28374a75ff73b73188f668a38690580e9552c5e56181b60bf19d190e9f1db&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbatavianet&secure%5Burl_type%5D=linkedin_company_website)  
51 employees on LinkedIn®

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Similar Categories

- [Health Insurance Software](/categories/health-insurance-software)
- [Insurance Agency Management Systems](/categories/insurance-agency-management-systems)
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- [Insurance Billing](/categories/insurance-billing)
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- [Insurance Compliance](/categories/insurance-compliance)
- [Insurance CRM](/categories/insurance-crm)
- [Insurance Policy Administration Systems](/categories/insurance-policy-administration-systems)
- [Insurance Suites](/categories/insurance-suites)
- [Life Insurance Policy Administration Systems](/categories/life-insurance-policy-administration-systems)

- [Other Insurance](/categories/other-insurance)
- [Property & Casualty Insurance Agency Management](/categories/property-casualty-insurance-agency-management)
- [Property & Casualty Policy Administration Systems](/categories/property-casualty-policy-administration-systems)
- [Underwriting & Rating](/categories/underwriting-rating)

[Browse Life & Health Insurance Agency Management Themes](/categories/life-health-insurance-agency-management/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated October 3, 2024

Life and health insurance agency management software manages the back-office functions of life and health insurance providers. These solutions provide CRM, marketing, document management capabilities, and more to drive business growth.

Life and health insurance providers use these solutions as the central hub for their sales and marketing activities, and these systems act as a repository for all client-related information. Life and health insurance agency management software often includes insurance document management, task management, workflow management, contact management, and reporting functionality.

Life and health insurance agency management software can operate as a standalone solution, but often comes as part of [insurance suites software](https://www.g2crowd.com/categories/insurance-suites).

To qualify for inclusion in the Life & Health Insurance Management category, a product must:

- Contain functionality specifically for the life and health insurance industries
- Manage all client relationships, including functionality for commission management and lead management
- Offer workflow management for insurance agents
- Report on insurance sales activities
- Integrate with other insurance tools

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