Compare the Top Insurance Agency Software in Canada as of January 2026

What is Insurance Agency Software in Canada?

Insurance agency software is software to help insurance agencies streamline their operations, manage policies, and improve customer service. These platforms typically offer features for policy management, client relationship management (CRM), quoting, claims processing, and billing. Insurance agency software also helps with compliance tracking, document management, and reporting, ensuring that agencies meet industry regulations and improve operational efficiency. Additionally, many solutions provide tools for managing renewals, commissions, and marketing efforts, enabling insurance agencies to grow and retain their customer base effectively. Compare and read user reviews of the best Insurance Agency software in Canada currently available using the table below. This list is updated regularly.

  • 1
    A1 Tracker

    A1 Tracker

    A1 Enterprise

    A1 Tracker is presented by the vendor as a robust & configurable risk management software offering either stand-alone or fully-integrated risk management software covering many business segments across an organization. Claims & Incident Management Claims & incident reporting for claims of any type: injuries, medical, commercial, customer, insurance, work comp, asset, auto, liability. Risk Management & Threat Assessment: Risk register for tracking risks at any level in an organization, including by entity, project, asset, contract, vendor, division, business, unit, region, and more. Real-time risk reports & heat maps, dashboard metrics, alerts, & notifications. Contract Management: Contract module for tracking contracts of any type with vendors, employees, customers, and any other parties. Insurance Policies & Certificates: Policies & certificates of insurance tracking with reminders & renewals. For agencies & carriers policy management includes tracking clients.
    Starting Price: $800/month
  • 2
    ePayPolicy

    ePayPolicy

    ePayPolicy

    The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Easily collect credit card and ACH payments from insureds using your own branded payment page and unique URL. Collect and send funds across the insurance industry and utilize additional features after integrating your management system. Easily collect digital payments from insureds and pass them along to your broker and MGA partners with ease. ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry.
    Starting Price: $20 per month
  • 3
    Third Eye

    Third Eye

    Third Eye Solutions

    Our Premium Finance Software goes beyond quoting and billing. Its an enterprise loans management system providing for cash management, receivables tracking, income monitoring, client servicing, compliance and financial reporting. Gain peace of mind with an enterprise-grade solution designed specifically to handle the workflow and scenarios associated with payment plans for healthcare. Custom built for Realtor Commission and Commission Advances; our platform focuses on reducing operations overhead while maintaining superior relationship management with your clients. A single platform connecting service providers, dealers, carrier and clients; offer tailored payment plans; service the contract and stay on top of the business. Third Eye Solutions’ undisputed industry knowledge, state-of-the-art technology platforms, and ability to guarantee rapid speed to market have made us the leader in the industry. Our commitment to our clients is unparalleled!
  • 4
    One Inc

    One Inc

    One Inc

    One Inc offers a single platform built for insurance to process premiums and claims payments. It’s the one solution you need to deliver a frictionless payment experience. Close claims faster and save money on processing checks by paying claims digitally through ClaimsPay®. Increase customer retention, lower operating costs, and reduce security and compliance risk by delivering digital claims payments through payees’ preferred payment channels and methods. Give policyholders the digital payment options they want without getting rid of your existing core systems and processes. Securely capture payment information without storing it on your network. Make reporting and reconciliation fast, easy, and painless. Put money back into your pocket by processing inbound and outbound payments digitally. Gone are the long days of processing paper checks, and manual reporting and reconciliation processes.
  • 5
    WeGoLook

    WeGoLook

    WeGoLook

    Process claims faster, lower your risk, and improve your customers’ experiences. In the insurance business, you need eyes everywhere. You need to know the truth about damage reported in claims and risks inherent in assets you’re underwriting. You need to retrieve documents, deliver documents, notarize documents, inspect scenes, locate salvaged items… and you need to do it all in multiple locations, simultaneously, urgently, and at a reasonable cost. Lucky for you, WeGoLook’s on-demand model turns the impossible into the expected every day for insurers around the world. Sign up today and, starting tomorrow, you’ll have a workforce over 45,000 Lookers ready to help you accomplish all of the above and more.
  • 6
    FirstGen

    FirstGen

    NTT DATA FA Insurance Systems

    FirstGen is NTT DATA's answer to the challenges faced by P&C insurers. FirstGen is a new generation, web-based policy administration system, which covers the full cycle of insurance operations from point of sale right through to the general ledger. FirstGen supports all classes of P&C insurance to cater to the insurance industry's requirements. FirstGen makes full use of parameters, tables and rule engines for the configuration of products including rating and authorization levels. The externalization of business rules, allow changes to be quickly made without any coding changes. FirstGen is flexible, scalable and can quickly be deployed. Additionally FirstGen supports multi-currency transactions along with multi-lingual capabilities. Offered by NDFS, FirstGen Cloud provides end-to-end management of core insurance processes along with OPEN APIs and integrated services that deliver delightful user experience across various digital touchpoints.
  • 7
    HomeZada

    HomeZada

    HomeZada

    HomeZada is an online platform and app for homeowners to manage their largest asset and biggest expense, their home. This includes offering a secure, cloud-based solution to track a home inventory, a home maintenance calendar, managing home projects and understanding total homeownership costs with home finances. It also a solution that assists businesses and organizations that service homeowners in industries like insurance, mortgage, real estate, home building and more to retain and engage their existing customers and gain net new customers. Your home is a big part of your net worth, so instantly stay on top of the changing nature of your estimated home value, home equity, and a 3 year home value forecast. Easily track all the financial details of your mortgage, home insurance, property taxes and any household expenses.
    Starting Price: $79.00/year
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