insurance portal software

Best Insurance portal software will be described in this article. Policy holders may access a portal to do their insurance shopping, file claims, pay payments, and adjust their coverage if their financial circumstances change. Agents may also use it to get estimates, send information about claims, and renew policies.

An insurance portal is a web programme that offers users other services in addition to the ability to seek for insurance policies. By logging into the portal, users can view their insurance online.

An insurance portal’s main objective is to give details about various products offered by numerous firms on a single platform.

The usage of insurance portals as sales support tools allows customer service representatives to access individual client data, policies, and renewals.

By automating manually labor-intensive insurance procedures, the portals are very successful at cutting operational expenses.

Both commercial off-the-shelf (COTS) software licences and custom innovations made to satisfy specific demands are offered for the Insurance Portals.

What function does an insurance portal serve?

Policyholders may use a portal to look for insurance, purchase it, file claims, pay payments, and update their coverage if their financial circumstances change. Agents may also use it to get estimates, send information about claims, and renew policies.

Property and casualty insurers can improve policyholder relationships and agent ties by using insurance portals.

However, many insurers construct their portal as a one-size-fits-all solution, resulting in results that are seldom exceptional.

Insurance portals can be created to give better security and accuracy requirements that enhance the purchasing process while allowing access to a wide variety of different insurance products directly from suppliers.

Even though insurers utilise insurance portals primarily, consumers may also access pertinent information about various insurance plans on a single platform thanks to them, which is why portal development is now crucial.

A portal can help brokers identify insurance policies that are pertinent to their clients’ needs while also giving consumers up-to-date information on the many policy plans that are on the market.

What are some uses for insurance portals?

Depending on the business strategy and product offerings of the insurer, insurance portals provide a wide range of different functions.

Customers can access their insurance policies through the Insurance Portal, renew them online, and keep track of their payments.

Customers may manage all of their insurance requirements through the majority of portals. Users of the portal can check the status of an open claim, examine their account balance, and monitor payment history in addition to accessing different types of insurance plans.

Insurance agents who must register before conducting business with a client’s portal can also use insurance portals for agent portal enrollment.

Additional services like automated alerts, email notifications, agent-customizable branding, agent-specific offers for customers, etc., may be offered through insurance portals.

Using the portal, agents can modify subscribers’ PINs or update policyholder data.

Additionally, customer care employees can use the Insurance Portal to swiftly look up policies and get in touch with clients as needed. Through portals, carriers can electronically handle claims, speeding up the process.

Insurance portal software benefits

The main advantage of an insurance portal software is that it makes it easier for customers to make purchases while giving them more information about the specifics of the policies.

Due to the portals’ high degree of flexibility, insurers are able to specify various roles and access privileges for each participant in the insurance value chain.

The Insurance Agent Portal Software is made to handle large amounts of data without experiencing any latency problems. They are therefore quite powerful instruments for enhancing the client experience.

For agents and business owners who wish to streamline the insurance process while enhancing the user experience for their policyholders, insurance portal software offers a one-stop shop.

Data analysis tools are linked into insurance websites as well, enabling insurers to extract valuable information from data sets that have been stored.

  • Protects Clients from Core Transformation’s Complexity and Business Change:
  • Reduce the likelihood of rework by aligning demands for the core system and portal along the route.
  • Potential Cost Savings from Synergies Between Core & Portal Systems
  • Enables carriers to utilise their portal to fully benefit from core transformation.
  • Permits Carriers to Distribute Benefits to Agents.

Top Best 15 Insurance Portal Software to Use In 2024

Top Best 15 Insurance Portal Software to Use are explained here.

1. Bitrix24


This is another insurance portal software. With the help of the client management tool Bitrix24, companies can keep track of and arrange their communications with partners and customers, both current and potential. Also check ITSM tools

Users of the software can create sales reports, collect and store lead data, and track and manage client interactions.

Bitrix24 is set up to handle health insurance and insurance sales so that customers can enrol online.

The CRM can receive leads directly from a user’s website (for instance, from an order or feedback form).

Additionally, it facilitates the development of customised customer portals. Then, users may make message templates, send contacts and leads individual or group emails, record client interactions in notes, set up meetings, and more.

Key advantages

  • CRM technology for managing customer relationships in businesses
  • Plan and automate activities, gatherings, and events
  • Share files, calendars, and notes in one area to facilitate project collaboration.
  • In offline mode, it can handle a lot of data.
  • SaaS service that enables companies to centrally manage customer connections.
  • The built-in tools for managing tasks, events, and projects.
  • A CRM strategy that allows business owners to record interactions with clients.
  • A tool for creating sales reports that explains the sales pipeline to sales managers

2. Macaw



A management system for insurance agencies called Macaw enables end-to-end operations for MGAs, programme managers, brokers, and independent agents.

In addition to self-service portals for consumers and producers, invoicing and payment options, policy administration, reporting, and analytics are also provided by Macaw.

Owners of insurance agencies can manage their clients with the use of this software. a task and event management tool that is already integrated in, saving time arranging routine tasks. This is another insurance portal software.

It is a carrier-centric system that supports the creation and marketing of new products as well as the management of policies and business intelligence.

Additionally, Macaw offers ready adaptors for telephony providers, payment gateways, automated email marketing platforms, and eSignatures.

Key advantages

  • Automated workflows and document management
  • Key performance indicator dashboards for business intelligence (KPIs)
  • Analytics, tools for visualising data, and ROI reporting.
  • The internet portal provides a variety of tools for managing insurance agencies.
  • A document management solution for easy document access and storage.
  • Built-in connections to top solutions for billing, agent portals, and marketing automation.

3. NowCerts


With both insurance companies and independent insurance brokers in mind, NowCerts is a user-friendly, cloud-based agency management system (AMS).

Tools for tracking commissions, self-serving certificates, ACORD forms, email synchronisation, loss runs, carrier downloads, raters integration, and other capabilities are included in this agency management software.

It is a cloud-based platform that facilitates the management of daily duties for brokers and agents. This website serves as a platform for insurance agents to obtain their certifications online. It offers all the details needed to obtain the certificate in one location.

The carrier-centric software supports the creation and marketing of new products, as well as the administration of policies and business intelligence. This is another insurance portal software.

Insurance brokers may manage customer acquisition, management, and retention with the use of NowCerts.

Key advantages

  • A responsive platform
  • Use of authentication and encryption to prevent authorised intervention
  • Multilingual, customizable user interface.
  • A task management tool that is already installed to assist users in monitoring tasks given to them by supervisors.
  • A readily available ACORD form library.
  • Works along with carriers to enable customers to look for fresh quotations.

4. FileTrac


Independent adjusters, managing general agents (MGAs), third-party administrators (TPAs), and insurance companies of all kinds, from tiny enterprises to large companies with several branches, can use FileTrac, a web-based claims management system. Also check mycsulb

FileTrac is made to handle all part of claims management, from assignment through archiving. This includes data entry, uploading of reports, photographs, and videos, contact with clients and internal staff, time and expense accounting for adjusters, invoicing, and adjuster payouts.

This all-inclusive software aids in the management of claims by insurance adjusters. It is a platform with all the resources required for effective claim management.

This is another insurance portal software. Real-time case updates are one of its most crucial characteristics among many others. An easy-to-use activity stream keeps adjusters informed of every change to their cases.

It contains a built-in task manager that manages the work that supervisors assign. Additionally, it gives users access to a wide range of templates, making it easier for insurance companies to obtain fresh estimates.

Users of FileTrac can fully automate the claims process, from assignment to resolution.

Key advantages

  • Powerful image uploader
  • Reminders and alerts for customers, claim workers, adjusters, and managers
  • Claim status dashboards with data reporting drill-down options.
  • Highly developed activity and audit trail reports for compliance and auditing.
  • A user-friendly, integrated workflow engine.
  • Claim management software that enables task assignment to pertinent staff.
  • A task management tool built-in for managing duties delegated by supervisors or insurance adjusters.

5. EZLynx


A cloud-based technology called EZLynx aids insurance companies in streamlining procedures for email marketing, customer retention, lead management, and online quoting.

Users can generate pre-filled cost appraisals, submit quotations, and store Association for Cooperative Operations Research and Development (ACORD) forms using the rating engine.

The system stores every transaction, making it simple to later evaluate them. By generating newsletters and email marketing, the platform assists insurance companies with customer retention management. This is another insurance portal software.

The automatic data sync tool transfers information from clients to prospects, ensuring that all contact information is up to date. Through the course of a prospect’s life cycle, these traits aid agents in nurturing those relationships.

Key advantages

  • Allows businesses to handle and track leads
  • Offers a centralised location online for maintaining client interactions.
  • Automates partner and client communication.
  • Enables newsletter creation and distribution.
  • Provides quick access to stored ACORD forms with the option to upload new forms at any time.
  • Automatically syncs with customer contact information.
  • When insurance firms submit their rates into the system, access to pre-filled cost appraisals is made available.

6. Velocity


In order to establish and manage workflows for their daily operations, insurance firms can use Velocity, a comprehensive insurance solution. This is another insurance portal software.

The solution offers a comprehensive insurance software package for the property & casualty sector that has been created to meet the needs of programme administrators, wholesalers, small carriers, reinsurers, and specialty retailers as well as MGAs (Managing General Agents) and MGUs (Managing General Underwriters).

Key advantages

  • Integrated rating engine
  • Self-service portals for agencies, clients, and producers.
  • Solution driven by parameters.
  • Features for reinsurance compliance.
  • Suggest modifying workflow management.
  • Data import and tracking for production.
  • The administration of policies, such as their renewal and endorsement.
  • Billing and customer service in addition to everyday policy fulfilment tasks include accepting new business, documenting policies, and reviewing, submitting, and storing payments.

7. Indio


This is another insurance portal software. A cloud-based P&C insurance agency system called Indio, it facilitates and manages the insurance application and renewal procedures.

The platform includes a form engine that enables businesses to display conditional questions in order to get client replies on particular fields.

The creation of notes, automatic data populating, digital signature, file input, and data security are some of Indio’s key features.

By adding several contacts to the platform, customers can leave comments for agents on topics they are unclear of or share forms with various departments to work together on pertinent fields.

Common file types can be supported via the built-in file reader, and users can verify the legitimacy of data using digital signatures.

Key advantages

  • Accessible with any internet-connected device
  • Data populating forms and documents automatically.
  • The ability for several users to share files within the same account or on a common platform like Google Drive, Dropbox, Box, etc.
  • Data encryption and two-factor authentication to strengthen security.
  • Promotes client cooperation.
  • Logically supports conditional question.
  • Has reporting engines, billing platforms, and CRM integrations.

8. HealthSherpa


A cloud-based platform called HealthSherpa was created to assist healthcare firms of all sizes in streamlining their client administration, enrollment, and quote processes for the Affordable Care Act (ACA). The greatest insurance software is this one. This is another insurance portal software. Also check health data services

Agents can use the platform to submit applications, follow up with clients, and check the progress of approval.

Any mobile device, including phones and tablets, with a browser can access and use HealthSherpa.

Key advantages

  • Produces quotes, calculates subsidies, and lets you evaluate and contrast healthcare plans.
  • Keeps track of leads, clients, and the status of papers.
  • Create individualised webpages with unique logos.
  • A one-stop shop for agents and agents to enrol ACA clients.
  • Reminders to promote adherence to the law.
  • Integrated messaging features that allow users to communicate with one another directly through the platform as needed.
  • Support for email-based document sharing.
  • Create custom fields to keep track of additional ACA application-related data (such as pay stubs, supporting papers, etc.).
  • Stats and analyses for monitoring demographic information.

9. A1 Tracker

A1 Tracker

This is another insurance portal software. The cloud-based enterprise risk management software A1 Tracker was created to assist companies of all sizes in managing and reducing risks associated with contracts, migrations, insurance, assets, and claims processes.

Users of the platform can track, report, and manage trends, which lowers the risk of claims for insurance premiums, worker’s compensation, product liabilities, and accounts receivable. The platform includes a claim management module.

A professional services tracker, which is intended to be used on fixed assets and enables users to track the location of assets as well as their associated insurance policies and workers’ compensation claims, is also included with A1 Tracker.

Key advantages

  • Asset management programme
  • Reminders and alerts for customers, claim workers, adjusters, and managers
  • Monitoring of activities and threat assessments.
  • Management and reporting of leads.
  • Design custom fields to keep track of additional ACA application-related data (such as paperwork, etc.).
  • Connects to ERP and CRM platforms.
  • Browse a variety of reports on managing risk for contracts, assets, and insurance policies.

10. InsureCert


With the help of the cloud-based InsureCert insurance policy system, insurers, brokers, and managing general agents may develop online storefronts, manage quotes, take payments, and issue Property and Casualty (P&C) policies from a single, centralised platform. This is another insurance portal software.

InsureCert seeks to provide a complete insurance policy solution by integrating level one Payment Card Industry (PCI) compliance, configurable landing pages, and a RESTful API.

To give users immediate access to more than 200 carriers, the platform integrates with an external carrier network.

With InsureCert, users may create white-labeled websites with customised landing pages, Integration and Development (ACORD) forms, produce pre-filled cost appraisals, and submit quotes on a centralised platform. This software is designed to offer a full e-commerce solution.

Key advantages

  • Modules supported by commerce
  • Solution for white label branding
  • A pricing and multi-rater engine
  • Make it simple for users to produce and send quotes to clients.
  • Client and agent help via live chat.
  • On-demand options for underwriters, brokers, and agents.
  • Use personalised landing pages to sell insurance policies online.
  • Distribute commissions, payments, and premiums.
  • Keep an eye on fraud indicators via reports and alerts.
  • Produce and distribute certificates and related paperwork.
  • Monitor and keep track of the status of policies and the claims they are related to.


To save time and resources, insurance businesses must select the appropriate portal software.

Carriers will be able to manage customer connections, track lead creation, run automated marketing campaigns, etc. with ease by selecting an effective solution.

The solutions described above are some of the best in this field because they provide a variety of features and advantages.