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Top 4 Life & Health Insurance Agency Management Software SaaS Companies in May 2026

As of May 2026, there are 4 SaaS companies in Life & Health Insurance Agency Management Software. They have combined revenues of $257.3M and employ 2.3K people. They have raised $228.1K and serve 30 customers combined.

Life and health insurance agency management software is a category of specialized tools designed to streamline the operational processes of insurance agencies. These systems integrate customer relationship management (CRM) features tailored specifically for the insurance sector, facilitating effective management of client information, policy tracking, and communication between agents and clients. The software usually also supports compliance and regulatory requirements inherent in the insurance industry. Typical workflows include client data management, claims processing, commission tracking, and policy renewals. Agencies use these tools to improve productivity, enhance customer service, and simplify administrative tasks. Common buyer personas include agency owners, operations managers, and sales agents who seek efficient solutions to manage their day-to-day activities effectively.

Companies
4
Revenue
$257.3M
Funding
$228.1K
Employees
2.3K

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Funding (Locked)Growth (Locked)Team-Size (Locked)

Top Life & Health Insurance Agency Management Software Companies

Showing 10 of 2 companies ranked by annual revenue.

1
CloudAdvisors

Vancouver, British Columbia, Canada

Provider of SaaS platform services intended for the group life and health insurance industry. The company's software provides digital client management, on-demand insights, automated reporting, governance and compliance along with an accessible and intelligent robot-advice assistant, enabling employers to make better decisions and give better insurance advice to their employees.

Revenue
$670.9K
Customers
-
Year founded
2015
Funding
$228.1K
Team size
17
Growth
26.5%
2
EasyAppsOnline

Cincinnati, Ohio, United States

EasyAppsOnline is A Broker's Everything Tool that provides a unified platform to deliver solutions for: - ACA Quoting - Level-Funded Screening - Benefit Enrollment - New Hire Onboarding - Life Events Administration We believe the success of your agency relies on the efficiency of gathering and processing enrollment data for your clients. EasyAppsOnline has all the tools needed to allow your agency to not only prosper with existing clients, but to help you expand your client list. More than one million enrollments have been completed on EasyAppsOnline, and we serve more than 5500 brokers across America. Our application system is powered by a comprehensive library of over 1900 applications, for enrollment in both core and voluntary products at the same time. EasyAppsOnline always offers FREE training and ongoing support. It is our goal to ensure your success with EasyAppsOnline. Additionally, we offer FREE custom branding and there is NEVER a fee for our enhanced reporting features. Request a demo today and see how EasyAppsOnline can help you grow your business.

Revenue
$660K
Customers
-
Year founded
1985
Funding
-
Team size
6
Growth
-

Inclusion Criteria

- Must provide customer relationship management (CRM) functionalities tailored for insurance agencies. - Should facilitate policy tracking and management for life and health insurance products. - Must include automation features to streamline administrative tasks such as invoicing and commission tracking. - Should support compliance management for industry regulations and standards. - Not just for managing sales; must also offer features for client data management and communication. - Must have reporting and analytics capabilities to monitor agency performance.