As of September 2026, Latka tracks 2 life & health insurance agency management software companies under $1M in annual revenue. They have combined revenues of $1.3M and employ 23 people. They have raised $228.1K.
Every company below sells life & health insurance agency management software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
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.
Sorting: Highest -> Lowest
Showing 2 of 2 companies ranked by annual revenue.
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.
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.
Latka tracks 2 life & health insurance agency management software companies under $1M in annual revenue. Together they generate $1.3M in annual revenue and employ 23 people.
CloudAdvisors is the largest, with $670.9K in annual revenue, founded in 2015.
The average life & health insurance agency management software company in this list makes $665.5K a year, across 2 companies with reported revenue.
Ranked by annual revenue, the leaders are CloudAdvisors and EasyAppsOnline.
The 2 life & health insurance agency management software companies under $1M in annual revenue tracked here have raised $228.1K in disclosed funding between them.
- 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.
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