What is Insurance Agency Software?

Insurance Agency Software enables insurance brokers and agencies to manage their business operations.

These tools provide CRM software suites and marketing automation to help agent generate new business and enhance relationships with customers, clients, and warm leads.

Feature often include commission processing and workflow automation.

Insurance agency software can be used on its own or as part of a larger suite of tools specific to the insurance industry.

Any set of insurance agency software tools should include:

  • The ability to store client information, statements, notes, and other policy documents
  • Provide automation and reporting tools
  • Dashboards to view sales data and account status overviews
  • Other features to help streamline agent workflows