Top 80 Insurance Agency Management Systems SaaS Companies in May 2026

Boston, MA, United States

Connie Health empowers older Americans to make confident, worry-free healthcare decisions. Our Medicare consumer platform combines a tech-driven recommendation engine with local agents for personalized plan and healthcare navigation. We help consumers find the Medicare plan that meets their individual health and economic needs, take advantage of the benefits covered by that plan, and find the best providers in network. Headquartered in Boston, MA. Currently helping older Americans in Arizona, Texas and Chicago. #medicareinsurance #medicareadvantage #medicaresupplement

Berlin, Berlin, Germany

Smart InsurTech provides software for insurance brokers.

Hopkinton, Massachusetts, United States

Veruna empowers insurance agencies and brokers to sell more and maintain customer relationships better. Veruna does that by leveraging the world’s #1 customer relationship management platform – Salesforce.com – to help agencies and brokers find opportunities, win business and engage with customers more regularly and relevantly. Veruna is the #1 Salesforce.com-native agency management system delivering Acord-form, direct download capability; extensibility through Salesforce Exchange and Force.com web services, and custom configurability. Veruna gives you unprecedented control of not only your agency management system but your businesses’ growth. Create automated tasks and reminders for managing customer relationships, remarkets, lost business, or expanding coverages to meet your insureds’ needs. Automate back-office tasks to get you back out in front of your customers. For more information, please visit www.veruna.com.

West Hartford, Connecticut, United States

"DONNA.ai is a Revenue Acceleration Platform designed for independent insurance brokers and agencies. It is a Zero Data Entry platform that seamlessly integrates into existing workflows, delivering actionable insights directly into the hands of the agency’s desk level staff. DONNA.ai deploys advanced AI models that process the existing agency data, combines it with a wide variety of external data sets and delivers insights for predicting growth opportunities, understanding policyholder sentiment, and boosting retention. With DONNA.ai you can rapidly grow your revenue while reducing workloads for agency staff.”

Richardson, Texas, United States

Developer of a cloud-based digital insurance management dashboard designed to store insurance related data and documents. The company's insurance management dashboard provides information about current insurance coverage, helps with policy comparisons, gives payment notifications and ensures cloud storage and security of all insurance related information, enabling users to manage their personal and business insurance through a single dashboard, understand insurance policies better and make informed choices.

Denver, CO, United States

GloveBox is a centralized mobile and web application allowing insurance policy holders to access their policy documents, pay a bill, initiate a claim and so much more regardless of which carrier their policies are written with. The goal of GloveBox is to enhance the customer experience for the insurance client while reducing service costs and increasing overhead for both agencies and carriers.

United States

SchemeServe is insurance software like no other. Hosted in the cloud for MGAs, brokers and insurers, the SchemeServe platform boasts unique flexibility. Alongside game-changing features and unstoppable innovation, the software can be shaped to suit any need. We have enabled insurance professionals to create, rate and underwrite scheme insurance for 23 years. Based in the UK, SchemeServe gives the leading edge in super-fast scheme deployment and has grown into the platform of choice for hundreds of insurance products worldwide. SchemeServe is simple enough to build products yourself, or you can choose to have them built for you by the Obsessive Support™ team, a group of award-winning ex-underwriters moulded by us into tech gurus. SchemeServe are a member of the BIBA Insurance Technology & Innovation Committee (ITIC) as well as a carbon negative company, with a commitment to strong ESG standards. National Insurance Awards 'Insurtech Award-Platform' 2023.🏆 UK Broker Awards 'Broker Support Partner of the Year' 2022.🏆

Minneapolis, Minnesota, United States

Provider of a cloud-based benefits quoting exchange platform intended to simplify the process of buying and selling health insurance. The company's platform offers a quoting engine that helps insurance agents to track and manage their clients, enabling consumers to select the best insurance policy from the market.

Nashville, Tennessee, United States

InsurePay is a workers' compensation administration and insurance premium billing platform for insurance providers.

Reno, Nevada, United States

SaaS solutions for Insurance Carriers & Agencies to enable the Digital Distribution of Insurance