Top 30 Insurance Software Platforms with Integrated CRM and Billing

Curated list of the top 30 insurance software platforms that combine customer relationship management (CRM) and billing functionalities in a single solution.

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Verified Options & Solutions

Comprehensive core system for P&C insurers with built‑in policy, claims, billing, and CRM modules; highly configurable and cloud‑ready.

End‑to‑end platform offering policy administration, claims, billing, and a unified CRM that supports omnichannel engagement.

Modular suite delivering policy, billing, and a built‑in CRM with AI‑driven lead scoring and automated renewal outreach.

Cloud‑native insurance core with integrated CRM, billing, and analytics; supports life, annuity, and P&C lines.

Policy administration platform that bundles billing automation and a CRM engine for cross‑sell and upsell campaigns.

Agency‑focused solution combining CRM, quoting, policy issuance, and billing with real‑time carrier connectivity.

All‑in‑one agency management system with CRM, billing, commissions, and compliance tools for personal and commercial lines.

#9 EZLynx

Agency management software featuring a built‑in CRM, automated billing, and rating engine for personal lines.

#10 BriteCore

Modern core for P&C insurers that includes CRM, billing, and claims in a single cloud platform with low‑code customization.

#11 OneShield

Policy administration system with integrated CRM and billing, designed for specialty lines and complex underwriting.

End‑to‑end solution for life insurers offering CRM, billing, underwriting, and analytics in a unified interface.

#13 iPipeline

Distribution platform that merges CRM, quoting, and billing for life and health carriers; strong integration with Salesforce.

Cloud‑native suite delivering policy, billing, and a CRM with AI‑driven lead nurturing for both carriers and agencies.

Enterprise insurance system with integrated CRM, billing, and document management for large P&C carriers.

Add‑on to InsuranceSuite that provides a CRM‑style portal for customers, agents, and brokers with automated billing reminders.

Standalone CRM module that plugs into Majesco Core, delivering omnichannel communication and billing notifications.

Customer portal and CRM layer that integrates with Sapiens CoreSuite billing for self‑service payments and policy updates.

Specialized billing engine that works natively with Insurity's CRM to automate invoicing, collections, and payment plans.

Enterprise agency management system with deep CRM capabilities, automated billing cycles, and carrier integrations.

Unified CRM and billing solution for agencies, featuring AI lead routing and real‑time premium collection.

Claims management system that includes a billing module and CRM tools for policyholder communication.

Dedicated billing component that integrates seamlessly with Duck Creek's CRM and policy administration.

CRM‑focused portal for agencies that ties directly into BriteCore's billing engine for instant premium collection.

Policy administration platform with built‑in CRM dashboards and automated billing workflows for specialty insurers.

Marketplace‑style solution offering CRM, quoting, and billing modules that can be assembled per carrier needs.

Robust billing automation that integrates with EIS CRM for payment reminders, installment plans, and revenue recognition.

CRM engine optimized for agencies, linked to NextGear's billing engine for real‑time premium tracking.

Policy lifecycle platform that includes CRM lead management and automated billing for life and health products.

Scalable billing solution with integrated CRM analytics for cross‑sell opportunities and renewal management.

High‑performance billing module that works hand‑in‑hand with Sapiens CRM for personalized payment communications.

Full‑featured billing system offering invoicing, collections, and CRM‑driven payment reminders within the InsuranceSuite ecosystem.

AI‑powered CRM that integrates with Vertafore's billing platform to automate premium reminders and renewal outreach.