Today, there are lots of out-of-the-box solutions for any-size companies. Bitrix,
A1 Tracker or
Applied Epic work best for large companies, while
EZLynx and Indio are rather small insurance agency management systems.
Some of these solutions are open-source, others require monthly or yearly license fees.
And these suites have obvious benefits. They are easy to install and use, have lots of in-built features and even adapt to a company's needs.
AgencyBloc is the right solution for life and health insurance agency. What’s more, ready-made suits seem to be much cheaper compared to building a custom one.
Today, there's a big choice of insurance agency software solutions, but the top three products are:
Bitrix24 is a highly secure and customizable CRM, suitable for small and medium-sized businesses. It's designed for more effective collaboration and communication within a company, knowledge management, and business processes automation. Bitrix24 is available on iOS and Android platforms.
Bitrix has a demo and cloud-based versions, but the on-premise solutions prices begin at $1,370.80/month (up to 12 users). And if we take into account a mid-sized insurance agency (between 1,000 and 5,000 workers), the Bitrix software will cost them up to $44,990/month ($539,880 annual).
For now, only paid Bitrix24 editions give access to the source code, along with free updates and priority support for the first 12 months. And if customers need updates and support after the first 12 months of use, they have to purchase a yearly subscription.
Insurance management features:
- Contact Management
- Commission Management
- Document Management
- Quote Management