Insurance Software and 3rd Party Software Programs an Agency Would Use, Plus Other Helpful Websites

In addition to Agency Management Systems, Here’s A List of Other Insurance Software Programs:

Miscellaneous Software Programs:

  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook
  • WinFax, ZetaFax or another auto-faxing software program. There are a lot of good ones on the market.
  • There are also e-faxing solutions like or RingCentral fax. These come in through your email and are much easier to attach to a client record.

Other Insurance Industry Specific Links:


Organizations, Associations, Vendors, Etc.:

  • IIA – National (Independent Insurance Agents of America)
  • PIA – National (Professional Insurance Agents of America)
  • SIAA (Strategic Independent Agents Alliance)
  • Agents Council for Technology (ACT)
  • AAMGA – American Association of Managing General Agents
  • ACT – Agents Council for Technology
  • Get Real-Time – The push to create a real-time solution.

Helpful Websites: