Best Insurance Software for Freelancers
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Compare the Top Insurance Software for Freelancers as of January 2026
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What is Insurance Software for Freelancers?
Insurance software is software used by insurance carriers, insurance agents, insurance brokerages, and insurance professionals. Insurance software is specifically designed for the insurance industry and can perform a wide variety of tasks and processes including insurance agency management, insurance rating, insurance policy management, and much more. Compare and read user reviews of the best Insurance software for Freelancers currently available using the table below. This list is updated regularly.
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1
Quaeris
Quaeris, Inc.
Align analytics to your everyday business workflows. Your business relies on people, data and documents, but the process of using them is broken. QuaerisAI enables seamless downstream workflows across your People, Documents and Data Assets. Use natural language search on data, documents and collaborate in private or within Communities - all in one platform! QuaerisAI offers time savings of at-least 30 minutes to an hour/day/resource - imagine the productivity enhancements you give your users without the expense of buying and consolidating a bunch of AI tools. Quaeris can be rolled out to team of 10s or 1000s of users seamlessly within a matter of days - without much need of IT, and that is why IT & data teams love us!Starting Price: $100 per month -
2
Jenesis Agency Management
Jenesis Software
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.Starting Price: $60/month/user -
3
PHOTO iD by U Scope
U Scope Technologies
PHOTO iD™ by U Scope in a photo cataloging software that provides a rapid & organized method of capturing, labeling, and sharing images from any job site to generate professional detailed inspection reports with ease before leaving the property inspection site with our mobile & web-based platform. PHOTO iD enables users to create and share custom workflow templates to safely guide field reps through any inspection via remotely or by utilizing our platform’s proprietary automated inspection guidance feature that fully navigates the photo capturing process to ensure all images are always captured even when internet connectivity is not readily available. PHOTO iD's assignment mapping and scheduling feature allows users to visually organize and route daily projects, view assignments alongside weather forecasts, and seamlessly send routes to Google Maps for streamlined navigation. Integrate our API with your existing system to create a complete end-to-end documentation process.Starting Price: $17.99/month/user -
4
AZZLY
AZZLY
AZZLY Rize is the premier clinical and business platform for addiction treatment and mental health organizations. As an all-in-one substance use disorder and mental health specific EHR, Patient Engagement and RCM platform, we serve small, medium, and large clinics. Key features for OUTPATIENT Programs include: scheduling, appointment reminder, Zoom telehealth, treatment plans, progress notes, assessments and surveys. For RESIDENTIAL programs: census, medication management, bed board, withdrawal management, DrFirst e-prescribing, EPCS, PDMP, labs. For all levels of care: alerts, patient engagement portal, electronic billing and claims submission built in. AZZLY Rize empowers your staff through its 5 star training and support services, its simplicity and automation. As a true all-in-one EHR/PM/RCM platform, improved compliance, workflow and accurate billing are achieved real-time. We proudly serve programs in over 33 states and are hosted in Microsoft Azure's private cloud network.Starting Price: $50/user/month -
5
Direct Claim Solution
Innovative Computer Systems
Claims and Litigation management software for Captive or Risk Retention Group property and casualty claims. Direct Claim Solution is a complete system with claims, policy and vendor management for Self-Insured, Captive or Risk Pool programs. Offers industry specific tools for investigating and analyzing law as well as coverage. Modules for litigation management, subrogation and loss recovery as well as document management included. Merge feature makes for easy letter or email creation. For management, the robust report screen allows multi-conditional querying of claims by exposure type, state of loss, date ranges and policy issuance periods. Vendor isolation feature allows external service providers to access and populate fields in the system as needed to expedite reporting and collaborative analysis. See our website at www.directclaimsolution.com -
6
Speedy Claims
SpeedySoft
Speedy Claims became the top CMS-1500 Software by providing the best customer service imaginable to our thousands of clients all over America. Medical billing isn't the kind of thing most people get excited about - it is just a tedious task you have to do. But while it will never be a fun task, it doesn't have to be as difficult or time consumimg as it is now. With Speedy Claims CMS-1500 software you can get the job done quickly and easily, allowing you to focus on the things you love about your job, like helping patients. With a simple interface, powerful features to eliminate repetitive work, and unrivaled customer support, it's simply the best HCFA 1500 software available on the market. A powerful built-in error checking helps ensure your HCFA 1500 form is complete and correctly filled out, preventing CMS-1500 claims from being denied.Starting Price: $29.95 per user per month -
7
InsureEdge
Damco Solutions
InsureEdge is an end-to-end Insurance Software designed to help insurance businesses gain maximum value through its comprehensive modules. The highly customizable and configurable solution boasts of the industry’s best insurance processing functionalities. Suitable for multiple lines of insurance businesses, InsureEdge can effectively and efficiently manage and streamline workflows to boost performance, profitability, and accuracy. It supports a variety of everyday operations through back office automation and other modules including customer relationship management, policy administration, claims processing, and more. As a flexible and scalable insurance software, InsureEdge is the key to future proofing your business. -
8
SchemeServe
SchemeServe
The leading insurance software platform. SchemeServe rates and underwrites with speed and accuracy, on the most complex schemes. We deliver a responsive service to your customers. Accelerate your business' growth. SchemeServe is agile and reactive, and can adapt to market changes instantly rather than waiting weeks. Rapid delivery of products to market. Customer focused technology. Our features enables you to give customers a seamless digital journey to buy insurance. Less hassle. We'll support you to take control of your business' growth. Build your own products. SchemeServe is easy-to-use and intuitive, with technical. At SchemeServe we know that every second on downtime is potential lost revenue, that's why we make it a priority to ensure that you can keep trading. At SchemeServe, uptime is a priority. Follow and subscribe to our uptime metrics online. Get in contact and let us show you how you can accelerate your insurance business with SchemeServe.Starting Price: £1250/month -
9
OpenPM
OpenPractice
Open Practice is pleased to present OpenPM, our cloud-based RCM platform that has propelled the company through 17 consecutive years of double-digit growth. OpenPM connects all the disparate elements of the revenue cycle including; Scheduling & Registration, Billing, Clearinghouse, and Patient Payments/Collections. The result is highly automated accounts receivables management for optimized cash flow, and extensive reporting to help you proactively manage your organization. All of this control is securely hosted and delivered through the browser you already have, providing the perfect combination of security and availability. Medical billing software, revenue cycle management solutions, practice management software, practice management system, medical practice management, EMR integration, EHR integration, practice management scheduling, patient scheduling, online patient billing, patient billing, automatic patient billing and payments, patient payments, electronic patient payments. -
10
BrokerEdge
Damco Solutions
BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to automate and simplify day-to-day workflows like customer database maintenance, lead tracking, policy updating, and more. Apart from modules for automated marketing, lead management, commission tracking, and policy administration, the leading insurance broker software also boasts a cutting-edge customer service portal and mobile application to offer unmatched scalability and flexibility. The capabilities offered by BrokerEdge will not just drive the bottom line but also remove bottlenecks and ensure seamless workflows. -
11
Tableau
Salesforce
Tableau, now enhanced with AI-powered capabilities and integrated with Salesforce, is an advanced analytics platform that helps businesses turn data into actionable insights. With Tableau Next, users can unlock the full potential of their data by accessing trusted AI-driven analytics. Whether deployed in the cloud, on-premises, or natively within Salesforce CRM, Tableau enables seamless data integration, powerful visualizations, and collaboration. The platform is designed to support organizations of all sizes in making data-driven decisions, while fostering a Data Culture through easy-to-use, intuitive tools for analysts, business leaders, IT leaders, and developers alike.Starting Price: $75/user/month -
12
Appian
Appian
Appian, the digital transformation platform, enables teams to build powerful applications 10x faster. Combining the speed of low-code development with industry-leading process management, Appian helps organizations keep their digital transformation journey on the fast track. Appian features a low-code development infrastructure with drag-and-drop, declarative and visual development, consistent user experience across all devices, integrations, instant deployment, and more.Starting Price: $75.00/month/user -
13
OptiMantra
OptiMantra
OptiMantra is an EMR and practice management platform focused on helping integrative and wellness practices. It serves individual and multi-modality group practices of direct and primary care providers, acupuncturists, nurse practitioners, naturopaths, chiropractors, massage therapists, PTs, dieticians and nutritionists, aesthetics, and others across the US and Canada. It is a HIPAA and PHIPA-compliant platform and is highly adaptable and robust - it includes online appointment booking, patient messaging and email reminders, a patient portal, intake forms and customizable charting, integrated payment processing, integrated labs and imaging, insurance billing, in-program tele-health, inventory management, and more. The platform is cloud-based and accessible and usable via any desktop, laptop, tablet or phone with internet access.Starting Price: $99 per month -
14
TherapyMate
TherapyMate
TherapyMate is an easy-to-use web-based practice management platform purpose-built for mental and behavioral health professionals that include therapists, counselors, psychologist, psychiatrists, and social workers. Smart, scalable, and secure, TherapyMate offers a host of features and capabilities that include business document management, scheduling, calendaring, therapy notes, appointment reminders, credit card processing, insurance billing, income and expense tracking, and more.Starting Price: $29.00/month -
15
LifeGuide
CompuOffice Software
The LifeGuide® Professional software is produced independently of all insurance sales and marketing organizations, without any direct or indirect affiliations with any insurance marketing organization. The primary focus is to benefit the insurance buying consumer in the most objective, complete and professional manner. As a consequence, LifeGuide® subscribers enjoy the widest and continuously increasing service and competitive edge and advantage. The LifeGuide® Professional Software covers the entire range of life insurance products. No other independently produced life insurance research, comparison and information software in Canada provides the number of products, the number of companies and the level of comprehensive research and comparison facilities, features and tools that are provided to professionals on the LifeGuide software. The range of products on LifeGuide includes: -
16
ASPIRE Health
Artivatic.ai
A Shared & Automated Employee Benefits Placement Platform : ASPIRE HEALTH AI & Data Analytics focused first Employee Benefit & Group Health System (EBHS) - ASPIRE HEALT, a new category of enterprise software for brokers and carriers, to do just that. A EBHS enables brokers and carriers to manage the entire placement process in one shared system. To be successful, a BPS must have three core features: Purpose-built. There’s so much nuance in our industry. This is especially true in the mid-to-large market, where custom underwriting is required on every client. An effective EBHS accounts for the specific workflows and dynamic relationships across stakeholders—brokers, carriers, third-parties, and the client. Supports the entire placement process. Whether collecting a renewal or marketing for new business, a EBHS addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation.Starting Price: $3000 per month -
17
RAPID
ACOM Health
ACOM Health is a premier provider of superior billing services and software solution. Specifically built for chiropractic offices, RAPID by ACOM Health offers the industry's most results-oriented, effective, and comprehensive solutions for electronic health record (EHR), notes, practice management, and insurance billing and collections services. Key features for doctors include fully automated EHR workflow, chiropractic templates and charts, automated alerts. For patients, RAPID provides an online patient registration, patient appointment reminders, self-service registration kiosk, appointment reminders, and more.Starting Price: $199.00/month -
18
HoudiniESQ
LOGICBit
HoudiniEsq is an advanced, browser-based law practice management for today's modern law firms. Available in the cloud or on premise, HoudiniEsq offers a robust feature set that enables law firms to streamline workflows, capture and classify all types of documents, automate billing, task scheduling, and group calendaring, and more. The platform also integrates with solutions such as LawPay, Microsoft Office, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect, and Google Suite.Starting Price: $0 -
19
Commission Tracker
Commission Tracker Software LLC
With Commission Tracker as part of your team, you gain the advantage of streamlining your commissions process effortlessly. This powerful tool enables you to conveniently pay agents, generate reports, and achieve much more. Numerous agencies initially struggle with tracking commissions using inadequate tools, leading to overwhelming situations where producing necessary reports becomes challenging. However, Commission Tracker can completely revolutionize this experience. Instant Access to your data from anywhere! Nothing to download, install, update or backup ever! Perfect when multiple users need access from various locations but still want to share the same database.Starting Price: $67.00/month/user -
20
VCA Software
VCA Software
Dreaming of happy, efficient claim handlers; fast, accurate claims resolution; and 5-star policyholder ratings? Our agile, future-ready platform enables your people to perform like rockstars, and equips your company with scalable, intuitive processes to fuel profitable growth. By simplifying and automating the workflow, our clients reduce the cost of the claims journey by as much as 30%. VCA Software is one of the most scalable and integration-friendly platforms in the market. Our robust features, at a mid-range price point, make us a favorite among TPAs and adjusting firms. Yes, VCA is lightning fast, but the system is also whip-smart – equipped with a cutting-edge analytics suite so you can make fact-based decisions. You can count on VCA for industry-leading uptime, privacy, and data security. Our Tier 1 data centers are located in the USA, UK, Canada, and Australia. Our solutions can be easily customized to meet your team’s unique requirements.Starting Price: $65 per month -
21
Ace Fleet Insurance Rating
Ace Actuarial Consulting
The Ace Fleet Experience Rating Software allows for the management of fleet policies and their premiums. The fleet software is a must have tool for commercial property and liability insurers who need to provide fleet insurance to their insureds. Some features of the fleet software: The fleet software allows policies to be added, populated, deleted, copied, rerated, exported, imported and accessed from any online PC. The fleet software is downloaded from the web while the policy data is stored on the web for easy access from any PC. Policy data can be placed on secured-access external servers or can be customized to be placed on the insurer's intranet. The fleet software can be customized and integrated in the insurer's policy management system. The fleet software calculates the manual premium and the fleet-rated premium.Starting Price: $1000.00/month -
22
Agency Access Pro
Agency Access Pro
This program is now available to Independent Agencies and Brokers, providing powerful and effective features and solutions, all at a very affordable price. Originally designed for our own agency. At the time, we couldn't find anything that fit our needs while also being affordable. So with the help of a good IT friend, we sat down and worked on what we wanted in a management system. He quickly gave us something that worked, and we haven't left it alone since! As the agency grew, so did our needs. We changed from a single desktop user to a networked system, allowing everyone in the agency to quickly work more efficiently. We added other lines, other carriers, other products, that needed more prospecting abilities, more detailed reporting. And the list just kept on growing! Daily or weekly suspense reporting, easy mail merging, prospecting by X-Dates or carrier, automatic renewal notifications, sub-producer reporting.Starting Price: $595 one-time payment -
23
Newton by Agency Systems
Agency Systems
Newton by Agency Systems provides insurance agencies of all sizes with reliable, full-featured insurance agency management software systems for commercial and personal lines retail agencies, brokers, and general agencies. Even the most stable agency management system provider is of no value unless they are willing to commit all of the resources required for a successful transition, including the unlimited training and support your agency needs. Experience proves that some agencies require more individual attention than others, and you should demand that support without question and without additional fees. We’ve been diligent in creating intelligent agency management software that will empower you to work smarter and more efficiently. Our innovative user interface offers capabilities and design features unlike anything insurance agencies have seen before.Starting Price: $185.00/month -
24
FormsPlus
QualCorp
FormsPlus is a local area network (LAN) based feature-rich policy issuance administration system with an intuitive graphic user interface that integrates with our iForms engine to automate your policy issuance needs. FormsPlus has been called the ultimate solution for policy issuance due to the incredible increase in productivity it allows for manual form processing. In addition to the vast increase in productivity, our clients are very excited about the flexibility that FormsPlus has to offer. Whether your business is just getting started or writing multiple lines of business in all 50 states with several offices around the country, FormsPlus can work for you. With its modular design and highly customizable interface, we can tailor the FormsPlus application to suit your workflow. QualCorp's highly trained Business Analysts and Project Managers can review your workflow and suggest configurations that best work for your business.Starting Price: $2000 per month -
25
BrickMed Office
BrickMed
Avoid PM software that’s designed to tie you to an EHR. At BrickMed, the prosperity of your business is our focus. Schedule Patient Appointments Flexibly (including recurring visit management & exporting to third-party appointment reminder systems). Speed Front Desk Payment and Checkout (leverage support for integrated credit card and check processing). Whether you run a “100% insurance” practice, an ambulatory surgery center, or a cosmetic practice that occasionally does reconstructive work, the realities of consumer-driven healthcare mean that your practice management solution has to empower your staff to efficiently handle everything from retail operations and product sales to traditional insurance billing. Today, billing centers need to go beyond claim processing to become trusted consulting partners to providers, irrespective of rapid change in the business of medicine. BrickMed solutions empower consultor billing centers.Starting Price: $2995 one-time payment -
26
Amsoft
Hoffman Computer Systems
We at Amsoft have been in the Insurance agency software business since 1981, and in the industry since long before that. We plan on being here a lot longer. If you want to hear the basic facts about us, we can sum it up in a few sentences; We are a small company with a solid product built on reliability, functionality, and care. We are from the Insurance business, so we know your challenges, and work to ease if not solve them. Our tech support is responsive and effective, because that's how we want it, and, Amsoft is a good program that minimizes our calls to start with. Each year Amsoft gets better due to your feedback. The programming we do today benefits from a decision we made years ago when we converted Amsoft from a DOS program to a Windows program; we intentionally kept the coding simple - simple is reliable.Starting Price: $425 per year -
27
Mobinsure
Mobinsure Software Pvt Ltd.,
Mobinsure Software Pvt Ltd is Insurance domain specific software company, with a focus of developing world class software products for Insurance Intermediaries on SAAS or Cloud model. Features of these application are Premium Calculator, Premium Quotations, Partner or Channel Management, Lead Management, Customer Management, Policy Management, Renewal and Meeting Reminders, Birthday and Festival Wishes, MIS Reporting. It is end to end Insurance CRM for all intermediaries.Starting Price: $15.00/month/user -
28
PolicyHandler Enterprise
JW Software
PolicyHandler Enterprise, a web-based policy management solution for Workers' Compensation, was designed to support all phases of the policy lifecycle. Robust and comprehensive, PolicyHandler has features that include quoting, data-driven rating tools, direct and agency billing, automated renewal process, and optional workflow tools. PolicyHandler also features emailing capabilities for sending and receiving mail within the policy file. JW Software's skilled professionals and customer service excellence are what account for our Industry Leading Services. We take great pride in our unparalleled support services to ensure quality customer training and proficient product updates. Look below at some of the support services we offer our clients. PolicyHandler Enterprise's™ capabilities include data-driven rating tools, quoting, automated renewal processes, billing, and optional workflow tools while staying up-to-date with the latest policy tools. -
29
Agency Master
Agency Master Insurance Software
Agency Master is a state-of-the-art insurance agency management software solution purpose-built for the trucking, equine, aviation, general commercial, and specialty lines. Cloud or local based, Agency Master promotes 100% paperless offices and delivers powerful capabilities that include workflow, certificates, accounting, ACORD and company-specific forms, integrated e-mail, reporting, carrier access, history, and more. Featuring an intuitive toolbar and task list, Agency Mater has everything an agency needs to seamlessly manage its client base. -
30
VeterinaryGate
MedSites
VeterinaryGate is a Veterinary Software, Veterinary Office Billing Software, Practice Management Software that offers an easy-to-use Windows interface featuring an integration of Animal & Pet Medical Records, Appointment Scheduling, Billing, Tracking Receivables, Managing Expenses, and Generating Customized Reports And Graphic Reports. VeterinaryGate is a Network and Multi-User Veterinary Software, Veterinary Office Billing Software, Animal Medical Records Software, and Veterinary Practice Management Software for Small-Large Veterinary Medical practices that contain all the Financial, Clinical, and Operational elements For a successful running Veterinary Practice. For Single and Multiple Veterinary Practice to Manage Animal & Pet Medical Records, Vaccination Records, Lab Tests, Prescriptions Writer, Appointment Scheduling, Insurance Billing Claims, Invoicing, Expenses, Receivable, Tax and Pharmacy Purchase Order with Drug Dispense all integrated in one application.Starting Price: $99 one-time payment
