---
description: Discover and compare Insurance Agency Software Applications & Tools for Windows. Capterra is a free interactive tool that lets you quickly narrow down your software selection, contact multiple vendors, and compare platforms for your business.
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title: Insurance Agency Software for Windows - Price comparison & Reviews - Capterra South Africa 2026
---

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# Insurance Agency Software

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> Insurance Agency software automates the business, customer service and office management activities for insurance agencies.

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## Products

1. [Bitrix24](https://www.capterra.co.za/software/113540/bitrix24) — 4.2/5 (984 reviews) — Bitrix24 is \#1 free insurance agency management platform used by 15 million teams. Cloud, mobile, and open source.
2. [AdInsure](https://www.capterra.co.za/software/200794/adinsure) (0 reviews) — AdInsure is an award-winning standard insurance platform designed for Life, Non-Life and Commercial insurers and insurance Brokers.
3. [EngageBay CRM](https://www.capterra.co.za/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) — AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.
4. [Jenesis Software](https://www.capterra.co.za/software/119068/jenesis-software) — 4.7/5 (283 reviews) — Jenesis offers an insurance agency management system, website design, and digital marketing services to insurance agencies.
5. [ePayPolicy](https://www.capterra.co.za/software/198072/epaypolicy) — 4.9/5 (247 reviews) — Faster, Easier, Integrated Insurance Payment Services
6. [Workday Adaptive Planning](https://www.capterra.co.za/software/130072/adaptive-insights) — 4.5/5 (230 reviews) — Workday Adaptive Planning is a financial planning and analysis (FP\&A) platform for businesses of all sizes.
7. [Applied Epic](https://www.capterra.co.za/software/70671/applied-epic) — 4.2/5 (141 reviews) — Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting.
8. [Creatio CRM](https://www.capterra.co.za/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) — Best-in-class financial services CRM and workflow platform with no-code and AI at its core.
9. [AgencyBloc AMS+](https://www.capterra.co.za/software/105829/agencybloc-for-health-life-insurance) — 4.7/5 (129 reviews) — The \#1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
10. [Agency Matrix](https://www.capterra.co.za/software/50949/agency-matrix) — 3.7/5 (104 reviews) — Agency Matrix helps personal lines agencies streamline tasks, boost efficiency, and manage more clients.
11. [HawkSoft CMS](https://www.capterra.co.za/software/79412/hawksoft-cms) — 4.5/5 (64 reviews) — Our unique partnership philosophy drives our systems 97% recommendation rate and 18-year average agency retention.
12. [Compulife Quote Software](https://www.capterra.co.za/software/81783/compulife-quote-software) — 4.9/5 (61 reviews) — Life insurance quoting tool that helps agents create quotes for their clients via their websites, mobile devices, \& PCs.
13. [Commence](https://www.capterra.co.za/software/576/commence) — 4.9/5 (44 reviews) — A comprehensive solution for managing Sales, Leads, Marketing, Help Desk Ticketing, a Customer Portal and Project Management.
14. [Shape](https://www.capterra.co.za/software/173673/setshape) — 4.7/5 (44 reviews) — The most flexible CRM ever created\!
15. [NextAgency](https://www.capterra.co.za/software/171245/nextagency) — 4.9/5 (41 reviews) — NextAgency: the agency management system you'd design. Built for Life \& Health agencies. Easy to customize and use. With great support.
16. [pVerify](https://www.capterra.co.za/software/1021240/pverify) — 4.3/5 (41 reviews) — All-Payer Real-time Patient Insurance Verification Solution including Patient Transparency Estimator and Insurance Coverage Discovery.
17. [Commission Tracker](https://www.capterra.co.za/software/88991/commission-tracker-for-insurance) — 4.8/5 (40 reviews) — Tracks and reports all commissions, bonuses and overrides due to each agent as well as policy and agent information.
18. [Sembley](https://www.capterra.co.za/software/1066970/sembley) — 5.0/5 (40 reviews) — Modern, cloud-based platform that streamlines insurance submissions \& renewals with simple intakes that populate complete applications.
19. [Eclipse](https://www.capterra.co.za/software/2540/eclipse) — 4.9/5 (33 reviews) — Agency management system that assists insurance firms with policy tracking, documentation, accounting and reporting.
20. [Wellnex](https://www.capterra.co.za/software/177772/my-insurer) — 4.3/5 (33 reviews) — CRM/CSM coupled with a Concierge-tech that offers free exclusive benefits \& rates on Healthcare \& Lifestyle services to its members.
21. [Agency Advantage](https://www.capterra.co.za/software/2521/the-agency-advantage) — 4.9/5 (27 reviews) — Powerful, easy to use, agency management software with all of the features and tools agents want and expect.
22. [FileTrac Evolve](https://www.capterra.co.za/software/135181/filetrac) — 5.0/5 (26 reviews) — FileTrac Evolve is the future of claims management. Scalable SaaS for pros, with seamless integrations and intelligent workflows.
23. [Macaw](https://www.capterra.co.za/software/167497/macaw) — 3.6/5 (22 reviews) — Macaw supports end to end operations for Brokers and MGAs with robust and flexible CRM, product definition and underwriting components.
24. [PlanetBids](https://www.capterra.co.za/software/1011978/planetbids) — 4.5/5 (20 reviews) — With 2 decades of proven results in fully automating agencies, PlanetBids is a leader in eProcurement and the race to go paperless.
25. [mPACS](https://www.capterra.co.za/software/41448/mpacs) — 4.4/5 (19 reviews) — A quick to market, cost efficient solution to managing your Insurance Agency. MPACS highly configurable, robust, agile software.

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## Related Categories

- [Insurance Policy Software](https://www.capterra.co.za/directory/20036/insurance-policy/software)
- [Insurance CRM Software](https://www.capterra.co.za/directory/32554/insurance-crm/software)
- [Insurance Rating Software](https://www.capterra.co.za/directory/20037/insurance-rating/software)
- [Commercial Insurance Software](https://www.capterra.co.za/directory/31283/commercial-insurance/software)
- [Online CRM Software](https://www.capterra.co.za/directory/30072/online-crm/software)

## Links

- [View on Capterra](https://www.capterra.co.za/directory/20035/insurance-agency/software)
- [All Categories](https://www.capterra.co.za/directory)

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Solve these problems while increasing profit with our online software solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d5ea42d4-9902-426f-beea-d50a6b2a4719.png","url":"https://www.capterra.co.za/software/2521/the-agency-advantage","@type":"ListItem"},{"name":"FileTrac Evolve","position":22,"description":"Experience the future of claims management with FileTrac \n Evolve, a cutting-edge SaaS solution. Built for scalability, it's ideal for claims, insurance, and contracting professionals. Streamlined for user workflows with integrations like XactAnalysis, Symbility, and HOVER. Enhance client, contractor, and vendor relations with our personnel system and our extensive Partner Network. Connect seamlessly with Evolve via EvolveFusion, ensuring premium security and compliance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1063aed3-41f2-4142-97c0-5f0e8aab4110.png","url":"https://www.capterra.co.za/software/135181/filetrac","@type":"ListItem"},{"name":"Macaw","position":23,"description":"Macaw AMS is a cloud-hosted Insurance Agency Management Platform that supports end to end functions of Independent Agents, Brokers, MGAs & Lloyds Coverholders. Both Retail and Wholesale Broking can be supported with Macaw AMS. \n\nMacaw AMS has an in-built CRM. It supports both New Business and Renewals comprehensively. The Rating and Underwriting logic for the MGAs and Lloyds Coverholders can be built easily using the rules engine. It supports Claims Intimation and Tracking. Last but not the least, it has a detailed Billing and Payables component that caters to Carrier Extracts as well. \n\nThe system has built-in Document Management System, Rules and Workflow components, and an engine to report, visualize and analyze operational data. \n\nEssential integrations are available with OFAC checker, Payment Gateway, eSign, email marketing. \n\nMacaw AMS enables the Customers, Producers as well as Carrier Partners to self serve with the help of the specialized portals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/94f7c977-d542-44da-b87d-d32161c8504b.png","url":"https://www.capterra.co.za/software/167497/macaw","@type":"ListItem"},{"name":"PlanetBids","position":24,"description":"Insurance is one of the hardest items to manage with little follow-up to ensure there is compliance. An online Procurement system eliminates manual tracking of expiration dates and entering insurance data. It also neatly ties into contract management and helps manage all aspects of contract compliance. The Insurance Certificate Management module provides realtime connection to AM Best and automatic expiration notices to you, vendors and their brokers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8a018cf4-950d-46ca-898c-2657384418c9.jpeg","url":"https://www.capterra.co.za/software/1011978/planetbids","@type":"ListItem"},{"name":"mPACS","position":25,"description":"Mandon Software is a UK Based Company founded in 1999. \nOur software MPACS offers a complete solution for managing your database of quotations, policies and claims.  Includes rating, documentation, workflow, diary and auditing.  On-premises or in the cloud solutions available.  Our open API makes it simple to integrate with third parties making tasks more efficient, less open to human error and giving the end customer a more seamless experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/70425e0b-c9fe-49bb-8543-bc23377824fd.png","url":"https://www.capterra.co.za/software/41448/mpacs","@type":"ListItem"}],"@id":"https://www.capterra.co.za/directory/20035/insurance-agency/deployment-options/windows/software#itemlist","numberOfItems":25}
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