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Best Property & Casualty Insurance Agency Management Software

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

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 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. 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

Best Property & Casualty Insurance Agency Management Software At A Glance

Easiest to Use:

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.

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13 Listings in Property & Casualty Insurance Agency Management Available
(1,122)4.4 out of 5
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1st Easiest To Use in Property & Casualty Insurance Agency Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a sing

    Users
    • Account Manager
    • CSR
    Industries
    • Insurance
    • Accounting
    Market Segment
    • 82% Small-Business
    • 17% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Applied Epic is a centralized platform for client information and policy management, designed to streamline workflows, automate routine tasks, and improve interdepartmental communication.
    • Users frequently mention the platform's efficient filing abilities, ease of use, extensive personalization options, and its ability to integrate with other systems, reducing duplication of effort and increasing productivity.
    • Reviewers mentioned issues such as having to sign back in every time they use it, occasional system slowdowns or shutdowns, difficulty in finding things due to lack of intuitiveness, and the need to enter the same information in multiple places as it does not automatically flow into the sections.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Applied Epic Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    236
    Features
    115
    Customer Support
    101
    Efficiency
    99
    Workflow Efficiency
    92
    Cons
    Learning Curve
    101
    Complex Process
    63
    Inefficiency
    59
    Excessive Clicking
    56
    Learning Difficulty
    56
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1983
    HQ Location
    University Park, IL
    Twitter
    @AppliedSystems
    6,966 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,616 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Applied Epic® is an agency management platform that allows you to manage your business across all roles and locations for both your P&C and Benefits books of business. Applied Epic provides a sing

Users
  • Account Manager
  • CSR
Industries
  • Insurance
  • Accounting
Market Segment
  • 82% Small-Business
  • 17% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Applied Epic is a centralized platform for client information and policy management, designed to streamline workflows, automate routine tasks, and improve interdepartmental communication.
  • Users frequently mention the platform's efficient filing abilities, ease of use, extensive personalization options, and its ability to integrate with other systems, reducing duplication of effort and increasing productivity.
  • Reviewers mentioned issues such as having to sign back in every time they use it, occasional system slowdowns or shutdowns, difficulty in finding things due to lack of intuitiveness, and the need to enter the same information in multiple places as it does not automatically flow into the sections.
Applied Epic Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
236
Features
115
Customer Support
101
Efficiency
99
Workflow Efficiency
92
Cons
Learning Curve
101
Complex Process
63
Inefficiency
59
Excessive Clicking
56
Learning Difficulty
56
Seller Details
Company Website
Year Founded
1983
HQ Location
University Park, IL
Twitter
@AppliedSystems
6,966 Twitter followers
LinkedIn® Page
www.linkedin.com
2,616 employees on LinkedIn®
Entry Level Price:Starting at $275.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 & W

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 82% Mid-Market
    • 18% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    BindHQ
    Year Founded
    2018
    HQ Location
    New York City, US
    Twitter
    @bindhq
    26 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 & W

Users
No information available
Industries
  • Insurance
Market Segment
  • 82% Mid-Market
  • 18% Small-Business
Seller Details
Seller
BindHQ
Year Founded
2018
HQ Location
New York City, US
Twitter
@bindhq
26 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®

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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CRM made specifically for the Independent Insurance Broker

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CRM made specifically for the Independent Insurance Broker

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Betterview is a platform for drone-based property inspections.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2009
    HQ Location
    Barangaroo, AU
    LinkedIn® Page
    www.linkedin.com
    483 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Betterview is a platform for drone-based property inspections.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Year Founded
2009
HQ Location
Barangaroo, AU
LinkedIn® Page
www.linkedin.com
483 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    OneShield
    Year Founded
    1999
    HQ Location
    Marlborough, US
    LinkedIn® Page
    www.linkedin.com
    479 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
OneShield
Year Founded
1999
HQ Location
Marlborough, US
LinkedIn® Page
www.linkedin.com
479 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Adacta
    HQ Location
    Amsterdam
    LinkedIn® Page
    www.linkedin.com
    231 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

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
Seller Details
Seller
Adacta
HQ Location
Amsterdam
LinkedIn® Page
www.linkedin.com
231 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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, product

    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1996
    HQ Location
    Plainsboro, New Jersey
    Twitter
    @damcosol
    2,680 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,063 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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, product

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
Seller Details
Year Founded
1996
HQ Location
Plainsboro, New Jersey
Twitter
@damcosol
2,680 Twitter followers
LinkedIn® Page
www.linkedin.com
1,063 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ebix
    Year Founded
    1976
    HQ Location
    Johns Creek, GA
    Twitter
    @EbixInc
    1,716 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,663 employees on LinkedIn®
    Ownership
    OTCMKTS: EBIXQ
Product Description
How are these determined?Information
This description is provided by the seller.

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

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
Seller Details
Seller
Ebix
Year Founded
1976
HQ Location
Johns Creek, GA
Twitter
@EbixInc
1,716 Twitter followers
LinkedIn® Page
www.linkedin.com
1,663 employees on LinkedIn®
Ownership
OTCMKTS: EBIXQ
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Insly
    Year Founded
    2000
    HQ Location
    London, UK
    Twitter
    @insly_com
    2,207 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
Insly
Year Founded
2000
HQ Location
London, UK
Twitter
@insly_com
2,207 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 sa

    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
  • Seller Details
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  • Seller Details
    HQ Location
    Oak Brook, Illinois
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 sa

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
Seller Details
HQ Location
Oak Brook, Illinois
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
0 ratings
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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, c

    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Layr
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

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, c

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
Seller Details
Seller
Layr
LinkedIn® Page
www.linkedin.com
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Prise
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

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
Seller Details
Seller
Prise
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    RiskVille is a flexible scalable cloud solution for insurance companies, insurance brokers, insurance agencies, and captive managers with modules like: 1) CRM 2) Rating, Quoting, Policy Management,

    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    RiskVille
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

RiskVille is a flexible scalable cloud solution for insurance companies, insurance brokers, insurance agencies, and captive managers with modules like: 1) CRM 2) Rating, Quoting, Policy Management,

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
Seller Details
Seller
RiskVille
LinkedIn® Page
www.linkedin.com