Software for new insurance company

Hi all,

I have a friend who is starting his own insurance company (umbrella/disability/liability/life & health) and for Christmas I wanted to get him something that would support him getting off the ground. We will be merging our RIA with his firm shortly so I’ll also be participating in this business eventually but for now it’s just him breaking off from his parent company and going indy starting from scratch.

I thought something like a year subscription to an accounting program or maybe a virtual personal assistant….something along these lines would be both thoughtful and helpful. My budget is somewhere between $250-500…maybe a tad more if it’s really really useful.

Any thoughts or experiences with companies/API’s, software, or anything of the like that would be instrumental in the creation/growth of the business? Thank you!