Insurance Management for Individual

HealthSherpa for Agents

healthsherpa.com

85%

HealthSherpa for Agents is a free, user-friendly platform designed for insurance agents and brokers to easily quote, enroll, and manage ACA-compliant healthcare plans. It streamlines tasks by integrating with Healthcare.gov and carrier systems, enabling efficient policy management and client support. Key features include quick application processing, seamless client updates, and a white-labeled website for customer self-enrollment.

NextAgency

nextagency.com

78%

NextAgency is an intuitive agency management system tailored for insurance brokers specializing in benefits, senior, and life policies. It combines powerful CRM, marketing tools, and optional commission tracking to help agencies save time, money, and retain clients. Easily customizable and efficient to use, NextAgency enhances productivity, streamlines workflows, and supports seamless integrations with tools like Ease and Zapier. Trusted for its flexibility and responsive support, it’s an ideal solution for agencies seeking simplicity and efficiency without long-term contracts.

InsuredMine

insuredmine.com

71%

InsuredMine is a versatile, cloud-based platform built to optimize and grow insurance agencies. It combines CRM, sales pipelines, marketing automation, client engagement tools, and analytics into one intuitive system. With features like e-signatures, Google reviews, and mobile app functionality, it enhances efficiency, client retention, and business growth while easily integrating with existing agency management systems.

ParaCode

paracode.net

56%

ParaCode is a cutting-edge, cloud-based insurance policy administration and claims management platform designed for insurers, brokers, and MGAs. Built collaboratively by insurance professionals and software experts, it delivers unparalleled flexibility and efficiency to streamline operations. Offering rapid implementation, advanced features, and exceptional customer support, ParaCode empowers users to innovate and accelerate their business growth.

QQCatalyst

vertafore.com

56%

QQCatalyst is a cloud-based insurance agency management system designed to simplify operations, enhance client relationships, and boost efficiency. It offers features such as policy management, sales automation, employee productivity tools, and customizable dashboards. With integrated communication tools and guided workflows, it empowers independent agencies to streamline processes, grow their business, and focus on client satisfaction. Intuitive and easy to use, it caters to agencies seeking a practical, out-of-the-box solution.

Agentero

agentero.com

56%

Agentero empowers independent insurance agents with a comprehensive growth platform that transforms data into actionable insights. By integrating predictive pipelines, smart workflows, and a branded app, it streamlines operations, enhances customer engagement, and boosts revenue potential. Designed for modern agencies, Agentero simplifies insurance distribution while improving efficiency and client satisfaction.