Insurance agency management software development services

Since 2011, DICEUS has accomplished more than 20 projects for leading insurance companies, including agencies and brokers. Our custom solutions were built for UNIQA, BriteCore, Willis Towers Watson, BenefitNet, and others.

Tailor-made insurance agency management software allows agencies to operate efficiently, promote and sell coverages, create reports, and more. As a rule, such systems provide CRM, sales and marketing functionalities that can work as stand-alone modules or in confluence with each other for the best performance.  

DICEUS develops custom agency management systems for insurance, considering the unique needs of a particular organization. It means you get a tailor-made and highly personalized IT product with a set of features according to organizational scale, needs, and demands stipulated by the current insurtech realm. 

Our services 

DICEUS is a custom insurance agency management software company that offers exclusive bespoke solutions empowering agency staff to work from anywhere. You can get fully customized features like quoting, account management, claim submission, marketing and remarketing — all enriched with 24/7 support and convenient payment platforms.  

Custom software development 

The vast activities of modern agencies pose exclusive software requirements that include legal norms, terminology, metrics, and more.

A tailored approach to the respective insurance agency management system development is vital in this case. Our experience in custom-built solutions spans years, and we know how to meet specific goals in this sector. We will incorporate all your demands, add the functionalities needed, and optimize workflows. You will obtain a reliable solution that covers a vast scope of management tasks. 

CRM development  

Unlock the power of a digital approach to managing customer relationships with a tailor-made CRM implemented as a stand-alone solution or incorporated into your current system.

We offer customizable dashboards, sales pipelines, reporting, simplified and fully automated product distribution, account management, etc. All this is engineered after in-depth CX research that helps us identify the most pressing challenges of the agency’s current and targeted customers. Our UX specialists organize interviews with the agency’s clients to create customer persona descriptions and user journey maps afterward. Thus, you get the software built with a customer in mind, which will increase customer loyalty to your company.  

System modernization  

Any agency management system will require upgrades sooner or later. With the rapid evolution of omnichannel customer experience, ubiquitous digitalization, and powerful opportunities ensured by artificial intelligence, businesses need not forget to timely update their systems and enrich them with the latest technologies. Only so can they stay competitive and manage their organizations as effectively as possible.  

Web and mobile app development 

To remain competitive today, companies should embrace the omnichannel approach. Customers want to get access to insurance-related services from any device, at any time. To help insurers enhance customer experience, we offer mobile and web application development solutions that include various domains. In a nutshell, you can get full-cycle software development that includes all stages, from customer research and business analysis to optimization and tech support. 

insurance agency management software

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insurance agency management software
Example of account management module for insurance agency management software

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Benefits of our insurance agency software development services

13 years of experience

Clearly, it takes a huge deal of knowledge, experience, and skills to develop insurance agency management system software. Our team has been fruitfully working in this field for years and has completed dozens of winning projects. Staying at the forefront of tech advancements, we always offer our clients the latest developments in the IT field. Essentially, we aim at building a valuable solution that enhances business operations and maximizes gains.

Focus on business values

If you wish to get things off on the right foot with your project, you should primarily focus on the major business goals. We make clients’ purposes our main starting point when taking an insurance agency management software job. Our experts put all their efforts into creating a supremely efficient product designed not only to address your existing issues but also to facilitate further business expansion.

Excellent QA process

Our team has established a well-defined Quality Assurance process aimed at minimizing errors, bugs, and other software defects during the development life cycle. Our test engineers’ qualifications are confirmed with ISTQB certificates, while their testing experience covers IT projects of varying complexity. We work in strict accordance with the QA standards, have meticulously organized testing strategies, and responsibly keep all QA documentation.

Wide technology stack

Thanks to a high-level tech stack, we can effectively deal with projects of any scale and complexity. Our engineers realize that the technologies we utilize for our projects must possess a high scalability potential. Thus, Java and .NET feature proper scalability for enterprise-scale systems. For every project, we select the right technology stack intended to cut costs and maximize value. To optimize the selection process, we provide IT consulting, staff augmentation, and custom software development.


2011the year DICEUS was established
130projects delivered successfully
8offices around the world
GlobalDelivery Center in Poland
250full-time tech professionals
100IT services available

Our partners

Microsoft partner Oracle partner Google Cloud Partner Fadata partner

Our insurance agency software development process

DiscoveryThe discovery phase marks the beginning of every project handled by our company. At this stage, we study our client’s purposes and align them with the projected budget and time frame. We define the business goals, consider long-term prospects, and evaluate the target audience and the market. Then, we analyze the collected data to derive useful insights. The stage should result in the major demands and specifications for the project.
DevelopmentHere, we start planning our project. Our engineers work on the solution architecture and prototypes with their further deployment. Developers consider the entire range of design elements, from features, modules, and interfaces to databases, functional algorithms, and the code itself. As a result, we provide a customer with Design Document Specifications describing the product in detail, which allows for the creation of the efficient agency management system the insurance sector requires.
TestingTesting is critical before the release stage as it helps to discover maximum bugs and minimize reworks. Our engineers check the software performance, code quality, all functional areas, integrations, security, and more. If they reveal any troubles, they fix those and send the product back for re-test. The advanced testing techniques allow our team to embrace the entire code with test cases. Therefore, we can assure our customers that the release stage will go smoothly.
DeploymentOur checking procedures do not end at the testing stage. During the deployment phase, we extensively check the software created using our in-house hardware and also in the real environment. This approach eliminates any issues on the customer side and helps users master the product promptly. The deployment runs hassle-free if all the bugs and other issues have been removed in the previous phases. Correspondingly, the product release occurs timely and successfully.


Discovery phase

Architecture and design


Testing and QA



What impacts your project duration

The insurance agency management software development is a comprehensive job that can take from several days to several years, depending on the project’s complexity. The overall time frame depends on the following major factors.

  • Project requirements
  • Time-to-market
  • Team composition
  • Chosen technology stack
  • Integration needs

What affects your project costs

Our experts make the cost estimation process transparent for our customers. The calculation for your specific project will depend on several vital factors.

  • Scope of work and project’s complexity
  • The number of upgrades and customizations
  • Project completion urgency
  • Engagement model: Fixed Price, Time and Material, Dedicated Team

What we need from your side

To make our cooperation fruitful, we usually ask our clients to provide certain information. Here are the main things that can facilitate a valuable outcome.

  • Project goals and vision
  • Project requirements
  • All relevant documentation, such as software architecture and mockups
  • Your availability schedule for meetings and discussions
  • Estimated deadlines

Our tech stack


Elena Markova

Elena Markova

Board Member, UNIQA Ukraine

We were impressed by the depth of the UX analysis they did in terms of our customer’s research, buyer persona creation, user journey mapping, etc. All the information like research findings, for instance, was presented in a clear form (presentations, Miro boards, clear infographics) so it was quite easy to understand what we need to build and why.

Antoaneta Karagyozova

Antoaneta Karagyozova

CPSO, Fadata

We are happy with DICEUS’ software implementation services. The team’s workflow is highly effective and professional in all aspects of the engagement. All clearly understand what goals we’d like to reach and do their best to do that as efficiently as possible. Overall, the partnership has been successful.

Phil Reynolds

Phil Reynolds

CEO, BriteCore

The DICEUS team has consistently supported the BriteCore team for many years. Their engineers are well-educated and highly invested in the ongoing quality of the BriteCore platform with sustained relationships that extend over four years. We appreciate everything the DICEUS team brings to the table as a development partner.

Explore our case studies


What is custom insurance agency software?

Agencies require specific software that can handle various jobs. Off-the-shelf solutions do not always satisfy the agency’s needs. That’s why, often, businesses consider tailor-made IT products. DICEIS delivers feasible solutions for communication with clients, processing of claims, automation of numerous routine tasks, and minimizing paperwork. If your agency needs a system with a unique set of functionalities, we are here to help you.

How to choose the right software for an insurance agency?

The main trick here is to employ the right vendor. Developers of insurance agency software should possess a good understanding of various business lines and workflows inherent in the insurance sector. Here at DICEUS, we have already completed more than twenty projects for agencies and learned how they work, what tools they need, and how to improve processes. Our knowledge and skills in a great variety of programming languages and frameworks allow us to professionally come up with the most complicated projects.

What features should an insurance agency software have?

In a nutshell, these systems should securely keep data related to the brand and its clients, track key processes, analyze information, create reports, ensure proper control, automate tasks, and support integration with other solutions. Specifically, we would highlight the following capabilities that are most helpful to customers: continual access to customer information; integrated bill payment and reminders setting; electronic ID storage – for instant access to insurance accounts; convenient policy update – to avoid excessive paperwork; and the opportunity to create claim reports.

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