# Best Property & Casualty Insurance Agency Management Software

## How Many Property & Casualty Insurance Agency Management Software Products Does G2 Track?

**Total Products under this Category:** 17

### Category Stats (Jul 2026)

- **Average Rating:** 4.31/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Sonant AI (+0.51%) - Among all products in this category, Sonant AI recorded the largest rating increase compared to last month

_Last updated: July 31, 2026_

## How Does G2 Rank Property & Casualty Insurance Agency Management Software Products?

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

- 30 Analysts and Data Experts
- 0+ Authentic Reviews
- 17+ 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.

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### Smartsheet

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

Agency Operating System for Technology Driven MGAs, Wholesale Brokerages and MGUs. Bind More Business with BindHQ - BindHQs lightning-fast, modern agency operating system enables MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. - BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; nothing to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. - BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your customers - BindHQ’s API-first infrastructure and open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments premium finance, or compliance tools making frictionless transacting a reality. - BindHQ’s integrated accounting, taxation and compliance functions slash your back office costs - creating free cash flow to reinvest in your principal revenue generating assets - your producers and underwriters. - BindHQ's out-of-the-box reports gives you the tools to better manage your business today, while aggregating all your data to guide your strategy for the medium term.

**Average Rating:** 4.7/5.0

**Total Reviews:** 15

#### Who Is the Company Behind BindHQ?

- **Seller:** [BindHQ](https://www.g2.com/sellers/bindhq)
- **Year Founded:** 2018
- **HQ Location:** New York City, US
- **Twitter:** @bindhq  
25 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=adc6dd015a067d8e8711d099aff7089544cfa7d441366673b43080f5e822dabf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6422299%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 82% Medium, 18% Small

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

**["BindHQ is simply amazing!"](https://www.g2.com/survey_responses/bindhq-review-5107962)**

**Rating:** 5.0/5.0 stars

_— Jason P._

[Read full review](https://www.g2.com/survey_responses/bindhq-review-5107962)

**["Claims & Inspections"](https://www.g2.com/survey_responses/bindhq-review-6711251)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/bindhq-review-6711251)

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

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

### [Sonant AI](https://www.g2.com/products/sonant-ai/reviews)

Sonant AI is the leading voice AI receptionist and phone answering system for Property & Casualty (P&C) insurance agencies, independent insurance agents, and insurance brokers across the United States and Canada. Eliminate missed calls and transform routine incoming calls into revenue by automating quote intake, appointment scheduling, email/texting workflows, AMS/BMS/CRM updates, and client inquiries 24/7 with zero wait times. Trusted by 100+ independent P&C insurance agencies across the United States and Canada to handle after-hours calls, reduce staff burnout, and scale operations without hiring additional administrative staff. Built specifically for Property & Casualty insurance workflows in the US and Canadian markets, Sonant integrates seamlessly with leading Agency Management Systems (AMS) including EZLynx, Applied Epic, Hawksoft, Momentum, QQCatalyst, and AgencyZoom to automatically capture call data, qualify insurance leads, and update your AMS/CRM/BMS in real-time. Key Features for P&C Insurance Agencies: - 24/7 AI-powered insurance call answering (never miss a quote request) - Property & Casualty insurance-trained AI (understands auto, home, commercial lines) - US and Canadian insurance terminology and workflows - Automated insurance quote intake and policy information requests - Multilingual support: English, Spanish, French, Portuguese, Mandarin + 10 more languages - Smart appointment scheduling synced with your calendar - Instant call transcription and CRM integration - Custom SMS and email workflows for agent routing - Intelligent transfer to human agents for complex claims or policy changes - Real-time AMS/CRM/BMS updates (EZLynx, Applied Epic, Hawksoft, etc.) - Enterprise Security: SOC2 Type 2 & GDPR certified for insurance compliance Perfect for independent P&C insurance agencies, Property & Casualty agents, commercial lines brokers, and personal lines agencies across the US and Canada looking to stop losing after-hours opportunities, reduce turnover, and grow without adding headcount. Let your producers focus on closing deals instead of answering routine calls. Trusted by 100+ insurance agencies saving 50+ hours per month on administrative calls, improving client satisfaction with instant responses, and capturing quotes that would otherwise be missed outside business hours. Stop losing insurance opportunities outside business hours. Let Sonant handle routine calls while your team focuses on closing policies and building client relationships.

**Average Rating:** 4.9/5.0

**Total Reviews:** 5

#### Who Is the Company Behind Sonant AI?

- **Seller:** [Sonant AI](https://www.g2.com/sellers/sonant-ai)
- **HQ Location:** Palo Alto, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=af420ceb65dfa5408bcd8f6f4ef98fbd0317b734de0297f483b505c110c29ec8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsonant%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance
- **Company Size:** 60% Small, 40% Medium

#### What Are Recent G2 Reviews of Sonant AI?

**["Incredible Agency Zoom Integrations and a Super Helpful AI Receptionist"](https://www.g2.com/survey_responses/sonant-ai-review-13087889)**

**Rating:** 5.0/5.0 stars

_— Cameron S._

[Read full review](https://www.g2.com/survey_responses/sonant-ai-review-13087889)

**["Efficient Call Routing with Highly Responsive Support Team"](https://www.g2.com/survey_responses/sonant-ai-review-12496811)**

**Rating:** 5.0/5.0 stars

_— Jonathan S._

[Read full review](https://www.g2.com/survey_responses/sonant-ai-review-12496811)

### [AgencyForce](https://www.g2.com/products/agencyforce-agencyforce/reviews)

CRM made specifically for the Independent Insurance Broker

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind AgencyForce?

- **Seller:** [AgencyForce](https://www.g2.com/sellers/agencyforce)
- **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®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Intuitive CRM designed for insurance agents"](https://www.g2.com/survey_responses/agencyforce-review-752768)**

**Rating:** 4.5/5.0 stars

_— Logan W._

[Read full review](https://www.g2.com/survey_responses/agencyforce-review-752768)

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

Betterview is a platform for drone-based property inspections.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Betterview?

- **Seller:** [Betterview](https://www.g2.com/sellers/betterview)
- **Year Founded:** 2009
- **HQ Location:** Barangaroo, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a835b9bafe298d3d1b4ad9173bfbf3418c657cb25acff0680a0f159e30bf8065&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnearmap-com&secure%5Burl_type%5D=linkedin_company_website)  
483 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["A great tool for insurance underwriting"](https://www.g2.com/survey_responses/betterview-review-9872029)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/betterview-review-9872029)

### [OneShield ORM](https://www.g2.com/products/oneshield-orm/reviews)

OneShield provides browser-based solutions to automate the sales and service of insurance products for Personal, Commercial and Specialty lines.

**Average Rating:** 2.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind OneShield ORM?

- **Seller:** [OneShield](https://www.g2.com/sellers/oneshield)
- **Year Founded:** 1999
- **HQ Location:** Marlborough, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8786e0c01e0051672a6fe51fc3c0f5f9ba856e55294b150b6e552cd2f2544787&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foneshield%2F&secure%5Burl_type%5D=linkedin_company_website)  
465 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are G2 Users Discussing About OneShield ORM?

- [What is OneShield ORM used for?](https://www.g2.com/discussions/what-is-oneshield-orm-used-for)

### [AdInsure Claims](https://www.g2.com/products/adinsure-claims/reviews)

AdInsure Claims is a comprehensive, end-to-end solution designed to optimize the entire claims lifecycle—from First Notice of Loss (FNOL) to settlement, including recoveries and reinsurance. Advanced automation and configurable workflows enhance efficiency, reduce costs, and empower insurers to make data-driven decisions across all P&C lines of business. Claims management functional areas: • Claims handling • Reinsurance • Legal proceedings • Recoveries • Document management • Adjuster and handler portal Claims handling: • FNOL • Assignment • Reserves • Payments • Claims Underwriting • Fraud management • Catastrophe management Technical capabilities: • Configurable workflows, business rules, UI • No-code / low-code Configuration tools • API-first • Flexible data model • Modern Integration framework • Cloud AdInsure is a standard insurance platform, recognized by Gartner, Celent, and ISG, and designed for Life, Non-Life, Commercial insurers and insurance Brokers.

#### Who Is the Company Behind AdInsure Claims?

- **Seller:** [Adacta](https://www.g2.com/sellers/adacta)
- **HQ Location:** Ljubljana, SI
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4d546e5931d38e41f3c942ae3da4e1978c2cff77ab136e362b2be7861fd318a0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadacta-fintech&secure%5Burl_type%5D=linkedin_company_website)  
224 employees on LinkedIn®

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

AgencyAssist is a commercial insurance submission platform that helps insurance agents complete ACORD applications faster and submit more complete commercial insurance submissions. Agents can send clients a plain-English intake form or complete it together during a phone call. AgencyAssist automatically generates the appropriate ACORD forms, collects underwriting information by business type, creates an underwriting summary, and helps reduce back-and-forth with carriers. The platform also includes a commercial insurance Learning Center with training resources, ACORD guides, workers' compensation class code tools, and other reference materials designed specifically for commercial insurance professionals.

#### Who Is the Company Behind AgencyAssist?

- **Seller:** [AgencyAssist](https://www.g2.com/sellers/agencyassist)
- **HQ Location:** Orange County, California, USA
- **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®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Cut ACORD Form-Filling Time to Minutes"](https://www.g2.com/survey_responses/agencyassist-review-13126812)**

**Rating:** 5.0/5.0 stars

_— john s._

[Read full review](https://www.g2.com/survey_responses/agencyassist-review-13126812)

### [Damco P&C Insurance Software](https://www.g2.com/products/damco-p-c-insurance-software/reviews)

Damco's comprehensive P&C insurance software assists property and casualty insurance companies, agents, brokers, and other stakeholders in managing their everyday business processes, data, products, and services from a unified platform. It brings together all critical agency functions such as insurance claims, policy administration, underwriting, quoting, customer service, sales management, workflow management, and more. The cutting-edge software streamlines workflows, collects and manages data from various sources, and helps agencies gain a competitive edge.

#### Who Is the Company Behind Damco P&C Insurance Software?

- **Seller:** [Damco Solutions](https://www.g2.com/sellers/damco-solutions)
- **Year Founded:** 1996
- **HQ Location:** Plainsboro, New Jersey
- **Twitter:** @damcosol  
2,474 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=74f6a0255759f042b4cb8732dd43e421509ae507a68dd8aa5626ffc3e8c44ec2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdamco-solutions%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,198 employees on LinkedIn®

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

EbixAdvantage is a holistic, fully integrated enterprise insurance administration system for the Property and Casualty industry. Its comprehensive design allocates all the functionality i.e. needed to process a Carrier's claims, policy administration, rating, quoting, and accounting needs.

#### Who Is the Company Behind EbixAdvantage?

- **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

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

Insly Insurance Software Debt Management helps you manage overdue invoices by sending automatic reminders to clients.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Insly?

- **Seller:** [Insly](https://www.g2.com/sellers/insly)
- **Year Founded:** 2013
- **HQ Location:** London, United Kingdom
- **Twitter:** @insly\_com  
2,167 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0971a7b783b5075dd78ce936478dac5cbe7fa09877e5b238eda5c14deb5c6c4f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsly&secure%5Burl_type%5D=linkedin_company_website)  
34 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Insly insurance broker review"](https://www.g2.com/survey_responses/insly-review-752772)**

**Rating:** 4.5/5.0 stars

_— Logan W._

[Read full review](https://www.g2.com/survey_responses/insly-review-752772)

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

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

### [InsurSync Renewal Automation](https://www.g2.com/products/insursync-renewal-automation/reviews)

InsurSync is the AI-powered renewal and quoting automation platform for independent P&C insurance agencies. The platform automatically monitors your book, identifies at-risk renewals, compares policy terms, and runs quotes across your appointed carriers.

#### Who Is the Company Behind InsurSync Renewal Automation?

- **Seller:** [InsurSync](https://www.g2.com/sellers/insursync)
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c1b4147fd216ab02aa25180ef1d76567abfa047e2f4f523aebcc0ce87dfff763&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsursync%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

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

IntelliXform™ is a highly configurable, secure, scalable, mobile and web portals platform for digital transformation in P&C insurance. It significantly boosts customer experience while enabling sales engagement & digital distribution. It offers quote, policy, billing and claims servicing to agencies, prospects, policyholders, claimants etc. Carriers may offer our IntelliXform platform with their current Agency Portal or Policyholder Portals. Alternately they may leverage IntelliXform’s web portals. Key Features: WEB PORTALS AND MOBILE APP IntelliXform offers cloud based web portals and a mobile app for agencies, policyholders, prospects, claimants, premium auditors, third party integrators, law firms etc. It extends core system workflows further into a carrier’s insurance value chain collecting data at the point of origin without requiring carrier resources to push workflows OMNICHANNEL EXPERIENCE IntelliXform supports sales, marketing and distribution channels using the latest mobile and cloud based web application technology. Its ability to enable workflows for all user types in the insurance value chain on mobile as well as web based platforms allows carriers to offer superior omnichannel capabilities to their value chain. All the portals and mobile app are private branded offering carriers true digital transformation in insurance NO CODE PLATFORM The mobile and web platforms offer robust, no code features that enable changes to forms, data, messaging and alerts to support changing business needs well into the future thus protecting carrier investment SEAMLESS INTEGRATION IntelliXform integrates seamlessly with core systems protecting carrier investments in their core systems while providing new, modern technology to external stakeholders in the carrier’s value chain. While we support integration with older core systems using data interfaces, our preferred approach is API based real time integration ADVANCED COLLABORATION Our web portals and mobile app improve collaboration and customer relationship management between carriers, agencies, policyholders, claimants and other entities in the value chain using our state of the art Collaboration APIs. Video calls as well as text chat are fully supported between multiple users with a complete audit trail and without the need to lookup phone numbers DISCONNECTED MODE IntelliXform’s mobile app utilizes a disconnected mode for continued operation without Wi-Fi or cell coverage for most features INTEGRATED AI SOLUTIONS IntelliXform provides native out of the box integration with our injury reporting IntelliFROI solution as well as our loss reporting IntelliFNOL solution. Our AI based algorithms support all of these solutions

#### Who Is the Company Behind IntelliXform?

- **Seller:** [Ajira Software](https://www.g2.com/sellers/ajira-software)
- **HQ Location:** Oak Brook, Illinois
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dda30a753dddb58cb6248c4c7c067e2ff031cbc083edbf320587174cafcbf313&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fajira-software-llc&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

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

P&C brokers and agents need to sell and service their small-midsize business books more efficiently. Layr is the innovative insurance platform that puts everyone on the path to success: brokers, carriers, and small business owners. Base Layr is the all-in-one AMS solution, AI account manager, and insured digital kiosk branded to your brokerage. Keep your small business book in-house without hiring; Base supplements your team, expanding capacity and efficiency. Apex, Layr's full-service solution, is ideal for large books of business that you might otherwise consider outsourcing. When you shift your small business book to Apex, you'll get Layr's service portal and branded insured digital kiosk, plus dedicated licensed customer support and still keep 100% of commissions. Layr is committed to modernizing the insurance broker and digitizing the typically tech-averse, analog insurance industry in order to best serve the undersold small business market.

#### Who Is the Company Behind Layr?

- **Seller:** [Layr](https://www.g2.com/sellers/layr)
- **Year Founded:** 2016
- **HQ Location:** Atlanta, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e447dc220f77159dfcc0c4e9bd6042799882aa80e5a5774a26dfcd339ba3275f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fteamlayr%2F&secure%5Burl_type%5D=linkedin_company_website)  
50 employees on LinkedIn®

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

PolicyLift is the all-in-one growth platform built exclusively for independent P&C insurance agencies. It combines marketing automation tools, and agentic AI into a single platform — replacing the need for multiple disconnected tools. PolicyLift's AI handles quoting and intake calls, transcribes coverage details, and manages the lead-to-bind process agentically. PolicyLift helps agencies generate more leads, bind more policies, and retain more clients. Designed specifically for agencies with 5–25 employees, PolicyLift gives small and mid-size agencies the same technology advantages as large brokerages at a fraction of the cost.

#### Who Is the Company Behind PolicyLift?

- **Seller:** [PolicyLift](https://www.g2.com/sellers/policylift)
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6ffb95e11f3b57b645b6a45a52b404dcfb8d2a67e59f9ff549e2dc2767dc630f&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fpolicylift%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Prime Insurance Suite](https://www.g2.com/products/prime-insurance-suite/reviews)

Prime Insurance Suite (PRISE) is a fully developed, completely integrated, well configurable, synchronized P&C insurance industry solution.

#### Who Is the Company Behind Prime Insurance Suite?

- **Seller:** [Prise](https://www.g2.com/sellers/prise)
- **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®

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Similar Categories

- [Health Insurance Software](/categories/health-insurance-software)
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 ![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

Property and casualty insurance agency management software manages the back-office functions of property and casualty insurance providers. These solutions provide contact management and marketing features to drive business growth. Property and casualty insurance agency management solutions are very similar in functionality to both general [insurance agency management software](https://www.g2crowd.com/categories/insurance-agency-management) as well as life and health insurance management software, but are tailored specifically for the life and health industries.

Property and casualty insurance providers use these solutions as the central hub for their sales and marketing activities, and these systems house all company contacts and client-related information. Property and casualty insurance agency management software often includes document management, sales and marketing-related task management, workflow management, client and contact management, and sales reporting functionality.

Property and casualty insurance agency management software can be implemented as a standalone solution, but is often a part of [insurance suites software](https://www.g2.com/categories/insurance-suites). These solutions also typically integrate with or provide functionality similar to marketing automation software.

To qualify for inclusion in the Property & Casualty Insurance Agency Management category, a product must:

- Be tailored for use by property and casualty insurance providers
- Manage client and contact related data
- Offer reporting tools
- Contain workflow management tools for insurance agents

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