World’s Best Insurance Broking Software for User Experience

October 10, 2022 in Insurance Broking

World’s Best Insurance Broking Software for User Experience

Blog Summary

This article provides a comprehensive list of the best global insurance broking software, evaluated for usability, value, features, and user experience.

An introduction to Insurance Broking Software

What are the most important types of insurance software for brokers and agents?

What are the key factors to consider when choosing an insurance broking software?

10 Best Insurance Broking Software

Other insurance broking and insurtech honorable mentions

Finding the best insurance broking software is always a tedious task considering the limitless options available in the market right now. YES, they all are good. But you can only choose one, right?
So how do you find that? That’s the real question.

Well, you don’t have to be concerned about your choices anymore. We have done a detailed analysis and put together a list of all the best insurance broking software in the insurance industry in terms of their usability, value for money, features offered, and user experience.

Now it’s your turn! Check out every below detailed handpicked option and find which one suits your requirements.

Kindly note that the final list is not ranked on any basis. Every software has its own unique capabilities. Please review all of them one by one and decide for yourself which one suits your insurance requirements.

An Introduction to Insurance Broking Software

Let’s discuss the basics before moving on to more detailed information. Being indulged in the insurance industry, we all are familiar with the daily tasks that an insurance broker has to deal with. Excel sheets that never end, premium counts, follow-ups, sales numbers, endorsements, piles of paper works, never-ending phone conversations, and everything in between. Professionals who work as insurance broker is well aware of the challenges involved in juggling these actions to make a day better. Therefore, going forward, it is crucial to assess the rapidly evolving technological landscape and move towards GO DIGITAL in insurance broking, which is the most practical and forward-thinking choice every insurance broker will eventually have to make.

So, what are these insurance software products?

In simple terms, insurance broking software are feature-rich, sophisticated management tools that help insurance brokers organize and handle internal broking activities in a professional, efficient, and error-free manner.

What are the most important types of insurance software for brokers and agents?

There are primarily four different types of insurance software accessible today, according to the current market scenario. The majority of CRMs are designed to be utilized across a variety of sectors, with the flexibility to tailor them for particular ones. The ability to customize a general-purpose CRM is essential if you want to use it for insurance. In contrast to CRM systems that can be customized, insurance agency management software is designed to handle insurance Integration, manage marketing, automate internal tasks, and simplify the insurance broking workflow.

When life insurance agent software is flexible enough to support relationship-building with customers online and in person, health insurance agent software can effectively manage clients, prospects, referrals and agent data anytime and anywhere. Considering the aggression and flexibility modern insurance broking firms possess, it is advised to pick one of these best insurance software for managing your sales pipelines, sending automated communications to clients, availing robust analytics, and everything in between.

What are the key factors to consider when choosing an insurance broking software?

The PROCESS: How do we handpick the final list of best insurance broking software?

Our team of insurance broking software management experts used these same criteria to research, select, evaluate and finalize the world’s best insurance broking software. We reviewed the top 5 insurance-based software listing websites of countries such as the United States, the UK, France, Germany, Italy, Canada, and India. The above list of countries is selected after the detailed statistical analysis of Leading life and nonlife direct premium writing countries globally in 2021. We narrowed down the top insurance broker software after doing a thorough study and assessment based on the features it offers just for insurance brokers.

Ease of Use

An insurance broking software should be able to find information about prospects and policies effortlessly. Brokers must be able to easily manage their incoming prospects, policy, and their renewals, alterations to the existing details, create professional insurance quote comparison sheets, filing claims, etc. In our research, we determined “easiness” by focusing on software navigation, information architecture, how easy it is to find information, and how effortlessly a broker can perform the basic tasks via insurance broking software.


Insurance brokers always desire to feel that they are in total control of what they do. Unfortunately, insurance broking is not that simple. So any platform that you choose to manage your insurance broking business must differentiate one feature from another. If the software offers different choices in different scenarios it will help brokers to understand and eliminate different risk factors, enjoy every benefits of insurance broking management systems and take educated decisions. The best insurance broking software will always provide clear choices, exact comparisons, and clear-cut explanations about policies, claims, and all in between.


Selecting an insurance policy on behalf of your customer is always a trustworthy decision. You have to consider a set of attributes and at the same time, it is important to make them feel that they have made the right choice. During our analysis, we evaluated how insurance broker software helps brokers in taking the right decisions and how effectively these software for brokers open up the most effective ways to win potential customers and thus eases the policy and claims management experience.


How Does Automated Policy Enrolment Software Upscale Insurance Broker Performance?

This article will detail to you the automated policy enrolment process, the pain points we diagnosed from our prospective customers, the solutions we provided for optimizing their policy enrollment difficulties, the evolution of policy enrollment software, and how it helps in your insurance broking business, etc.

Best Insurance CRM Software for Brokers

In order to further refine the list, we looked at characteristics like usability, value for money, features provided, and user experience. Based on our analysis, we picked the best insurance broking software available worldwide.

10 Best Insurance Broking Software

Here is a list of the top insurance broker applications from across the world based on usability, cost, features, and user experience. The diverse array of insurance broking software options presented in this blog offers a wealth of features tailored to meet the unique needs of insurance professionals.
Please be aware that the list is not ranked and that each piece of software has unique characteristics. Please review each individually and select the one that best satisfies your requirements.

So, let’s begin!

1. EZLynx

EZLynx is an industry-leading insurance agency software. This software helps insurance agents systematically organize their workflow. From real-time home and car pricing to email marketing, EZLynx acts as a complete insurance tech solution for your insurance agency. It offers a comprehensive solution for every modern insurance agent in terms of seamless integration for your insurance agency’s website with their different products, offers live home and auto rates in real-time, allows customers to get home and auto insurance quotes from your website, automated details recording, policy tracking, and customer follow-ups.

It also helps you to make the most of your client acquisition and client servicing through its easy-to-use management system features, provision to print policy documents, request policy changes, and share confidential documents easily and securely. They offer free trial options as well as demos and other resources to explore their agency software features.

  • Real-time home and car pricing
  • Email marketing capabilities
  • Seamless integration for your agency’s website
  • Realtime home and auto rates
  • Automated details recording and policy tracking
  • Client acquisition and servicing tools
  • Easy document sharing and policy changes
  • Free trial options and demos

2. BrokerEdge

BrokerEdge is one of the leading insurance brokerage software that gives brokers a more intelligent approach to managing leads and clients and completing policies more quickly, wherever they are. Being one of the most recommended and robust software systems for insurance brokers, it offers the capability to collaborate with various insurance providers and handles administration, customer services, underwriting, quote processing, claim processing, and other insurance broking tasks. It also offers unparalleled flexibility and scalability via its cutting-edge customer portal and fully customizable mobile application. You can go through the features of this all-in-one insurance broker software by requesting a demo via its website.

  • Lead and client management
  • Collaboration with insurance providers
  • Administration, customer services, underwriting
  • Fully customizable mobile application
  • Request a demo available


Sibro insurance broking software helps you to organize, manage and track your entire policy cycle; from managing prospects to successfully delivering policy to customers and managing its claims as required. You can create instant RFQs and quote comparison sheets via this tool. The accounting module of Sibro systematically fixes errors and guarantees insurance brokers’ unpaid receivables. It is so easy to keep track of each invoice for accounts receivable and its reconciliation using Sibro. It also reveals instances in which you failed to get compensation. Adding to the list, Sibro also significantly simplifies your IRDAI compliance process and helps you to create exclusive action-oriented reports for future purposes. Sibro features can be explored by scheduling a demo, or you can browse the website to learn more about this software’s features.

  • Prospect management to policy delivery
  • Instant RFQs and quote comparison sheets
  • Error-free accounting module
  • IRDAI compliance support
  • Action-oriented reports
  • Demo available

4. Applied Epic

Applied Epic is one of the most recommended insurance agency management software that helps you to build your agency on a platform that blends customer service and insurer connectivity technologies in order to automate back-office tasks and keeps your business front smooth and well-performing.

This software’s capabilities vary from organized policy Management, integrated benefits management, document management process management, market access and quoting, insurer connectivity, accounting, and sales to reporting and data analytics. You can also explore more details about this insurance agency management software and understand why it has become one of the world’s most widely used insurance agency management platforms.

  • Policy management
  • Benefits management
  • Document management
  • Market access and quoting
  • Accounting and sales
  • Reporting and data analytics
  • Detailed feature exploration available

5. Jenesis

Jenesis is a powerful web-based insurance agency management system focused on commercial lines and personal lines insurance. It helps you to build a robust relationship with your customers, and digitally convert your business to connect staff, insurance partners as well as customers. Via this software you can manage your present clients, canvas potential prospects, increase your work efficiency and nurture a special bond with your policyholders. Check out the exclusive features of this software and schedule a demo to explore its possibilities.

  • Commercial and personal lines insurance focus
  • Customer relationship management
  • Client management and prospecting
  • Increased work efficiency
  • Schedule a demo

6. Insured HQ

This is a flexible software platform for insurers and agents that offers complete policy, claims, accounts, and document management systems. A comprehensive insurance administration system that enables you to concentrate on your business and customers, quickly introduce ground-breaking new products to the market, and run your company from anywhere without the need for downloads can be built by automating and modernizing every aspect of your insurance agency. InsuredHQ is the next generation of insurance administration and we currently provide options for insurance companies, agents, brokers, insurance consultants, etc. If you want to know how InsuredHQ can be the right fit for you, either have a chat with one of their consultants or book a free live demo.

  • Complete policy, claims, accounts, and document management
  • Flexibility and modernization
  • Suitable for insurers, agents, brokers
  • Consultations and live demos are available

7. Insureio

Insureio helps you to unleash the power of insurance business automation to streamline your marketing and lead management activities. With our simple one-page app for term life, an omnichannel insurance customer relationship management tool, you can effortlessly manage your insurance leads and obtain insurance quotes from more than 40 top carriers. It also offers pre-built email templates, email blasting, personalized website, quotes, and marketing campaigns via its custom marketing campaign builder. This software offers a 30-day free trial with all of Insureio’s features. In order to underline why it is the number one solution for all of your insurance needs.

  • Insurance business automation
  • Lead management
  • Obtaining insurance quotes from multiple carriers
  • Email marketing tools
  • Custom marketing campaigns
  • 30-day free trial

8. NowCrets

This insurance broker software aids insurance companies in maintaining the management of their policies and is user-friendly, secure, and responsive. This software system has a ton of AI-powered capabilities that can automate your insurance workplace processes. Google Drive, QuickBooks, Infusionsoft, Formstack Sign, RingCentral, and Zapier may all be integrated with this software. It also makes it simple for you to keep track of your agency’s commissions, costs, and other activities. NewCrets website offers you the provision to pick a 30 minutes time slot to explore the software features and to see what NowCerts can do for your insurance business.

  • User-friendly, secure, and responsive
  • AI-powered automation
  • Integration with various apps
  • Commissions and cost tracking
  • Book a 30-minute exploration

9. AgencyBloc

This agency management system helps in the management of the commercial operations of insurance professionals and other connected organizations such as GA, IMO, MGA, solo life, FMO, and health insurance agencies. AgencyBloc is an excellent choice if you want to handle your life and health insurance agencies much more effectively. The standout features include tracking policies, controlling agents’ commissions, and providing comprehensive reporting tools for business performance analysis. Schedule a demo and explore the features of one of the best agency-recommended management systems for life and health agencies.

  • Management of insurance professionals and organizations
  • Policy tracking and agent commission control
  • Comprehensive reporting tools
  • Suitable for life and health agencies
  • Demo available


SAIBA is a comprehensive CRM system for insurance brokers that addresses practically all facets of the industry. More than 200 brokers from different nations have already started using the product, which has been tested for ten years. The software offers amazing broking features, inbuilt CARM which includes integrated management of tele-calling, marketing activities, daily diary entry, and appointment scheduling, getting daily appointment and renewal due lists in your mailbox, comprehensive management of the prospective business, etc.

Other insurance broking and insurtech honourable mentions

The broker software listed below is also deserving of praise for its consistent support of insurance industry professionals in raising the bar for user and client satisfaction.

The world of insurance broking is rapidly evolving, and the right insurance broking software can make all the difference in streamlining operations and delivering top-notch service to customers. Whether you’re looking for efficient lead management, compliance support, or comprehensive policy and claims management, a software solution fits your requirements.
From industry giants like EZLynx and Applied Epic to specialized tools like SIBRO and Jenesis, each software brings a distinct set of features to the table. So, whether you’re an experienced insurance professional or just starting your journey in the world of the insurance broking industry, these software solutions offer the technology-driven support necessary to excel in a competitive market. The future of insurance brokerage is undoubtedly digital, and these tools are here to pave the way for greater efficiency, superior customer service, and unmatched success in the industry.
Choose wisely and take your agency to new heights with the power of cutting-edge insurance broking software.

Insurance Broker Software; a New Dimension of Insurance Broking Automation