Softwr
P

Policyholders

Insurance platform for brokers and agents

As of 30 August 2026, Policyholders starts at $99/month. Policyholders is a comprehensive insurance platform designed for independent agents and brokers. Softwr lists it under Insurance. Policyholders is launched in 2010, available on Web, iOS, Android.

Overview

What Policyholders does

Policyholders is a comprehensive insurance platform designed for independent agents and brokers. It provides tools for policy management, client communication, commission tracking, and integration with major carriers, enabling agents to manage their book of business efficiently.

What people use it for

  • Policy administration
  • Client management
  • Commission tracking
  • Agency operations

Cross-shopped

What people choose instead of Policyholders

Each pairing was judged by two reviewers asking whether a buyer would genuinely weigh the two against each other. The ones that failed were deleted rather than published.

Pricing

What Policyholders costs

Taken from the vendor's own pricing page. Prices move, so check before you buy.

Starter

$99 /mo

  • Policy management
  • Client tracking
  • Basic reporting
  • Mobile access

Professional

$299 /mo

  • All Starter features
  • Commission tracking
  • Advanced analytics
  • Carrier integrations
  • Priority support

Capabilities

Features

  • Policy management

  • Client management

  • Commission tracking

  • Document storage

  • Task management

  • Calendar integration

  • Reporting and analytics

  • Mobile app

  • IVANS

    Integration with IVANS

  • Carrier APIs

    Integration with Carrier APIs

  • QuickBooks

    Integration with QuickBooks

  • Outlook

    Integration with Outlook

Behind it

Who makes Policyholders

Company
Policyholders
Based in
Austin, TX
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Where to go from Policyholders

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Softwr does not host reviews and shows no star rating for Policyholders, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.

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