Insurance Agency Software
Insurance Agency software automates the business, customer service and office management activities for insurance agencies. These applications offer full client management database systems for a variety of insurance product areas such as life, health, property and casualty (P&C) and investment. Insurance Agency solutions also offer tracking systems for scheduling, electronic document filing, contracts and commissions as well as general accounting and business reporting tools. Insurance Agency software is related to Insurance Policy software and Insurance Rating software.
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- Celular - Android nativo (25)
- Celular - iOS nativo (25)
- Instalado - Mac (10)
- Instalado - Windows (46)
- Nuvem, SaaS, web (133)
- Cálculo da tarifa de seguro (66)
- Gerenciamento de contatos (101)
- Gerenciamento de documentos (101)
- Gestão de comissões (92)
- Gestão de orçamentos (90)
- Gestão de políticas (114)
- Gestão de reclamações (79)
- Gestão de subscrição (seguros) (22)
- Orçamentos e estimativas (23)
- Rastreamento de cancelamento (21)
NextAgency saves you time, money and clients with software that helps your team work smarter while reminding clients of your value every day. How? We deliver a modern agency management system with powerful CRM tools and enable you to give basic benefits management software to your clients - for free. Supports individual and group health, life and senior products along with P&C and other coverage. Includes commission tracking, an agency library, email syncing, workflows, and much more. Saiba mais sobre o NextAgency for Health & Life Insurance Health and life insurance agency management system with CRM and commission tools for brokers with free benefit software for clients. Saiba mais sobre o NextAgency for Health & Life Insurance
AgencyBloc, The #1 Agency Recommended Management System, helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation. Saiba mais sobre o AgencyBloc for Health & Life Insurance AgencyBloc is a web-based agency management system that provides the necessary tools to organize your health or life insurance agency. Saiba mais sobre o AgencyBloc for Health & Life Insurance
Proformex is a platform built for the life insurance industry that revolutionizes inforce policy management for independent agents, advisors and trustees. Our life insurance policy management software provides powerful portfolio analytics, individual contract monitoring and easy-to-use policy review reporting tools, putting oversight and control Proformex helps you monitor, analyze and manage the performance of policies in a single, distribution-agnostic platform. Saiba mais sobre o Proformex Life insurance policy administration software that eliminates the manual work associated with managing life insurance. Saiba mais sobre o Proformex
Meticulously Crafted, Secure, Intelligent and Intuitive is how we built the cloud-based NowCerts Insurance Agency Management System - Outsourcing of Insurance Certificates - Sending Certificates via FAX, E-mail or US Mail - Quick Book Integration - Carrier Downloads - CRM - Policy Management - All Accord Forms - Commission Tracking - Marketing Forms sent via Fax, E-mail or US Mail - Loss Runs obtaining tool - And many more exclusive features at no additional cost Saiba mais sobre o NowCerts The new benchmark in insurance agency management: Secure, Intelligent, Intuitive, Affordable. Everything you need - nothing you don't! Saiba mais sobre o NowCerts
Founded in 2013, TechCanary is an InsurTech company offering the #1 insurance solution available on Salesforce. The companys mission is to provide the insurance industry new and innovative alternatives to legacy brokerage management systems and generic CRM and call center solutions. The platform is a configurable, cloud-based insurance solution for agencies, brokerages, carriers, MGAs, MGUs and wholesalers who want to gain a competitive advantage by supporting their insurance business. Saiba mais sobre o Canary AMS TechCanary is a technology company that provides software solutions specifically to insurance agencies and agents. Saiba mais sobre o Canary AMS
AgencyZoom is your all-in-one solution for managing leads, tracking sales, onboarding customers, and more. Boost sales by proactively managing goals and motivating teams with a positive sales environment. Increase retention with automated new business onboarding, customer follow ups, Google reviews, referral generation, and more. AgencyZoom automates the customers lifecycle with simple yet cutting-edge solutions celebrated by thousands of P&C agents. Saiba mais sobre o AgencyZoom AgencyZoom fuels your agency with time-saving automation and powerful metrics for higher retention and sales. Saiba mais sobre o AgencyZoom
Jenesis is a cloud-based management system that is designed to help insurance agents manage existing Personal lines and Commercial lines clients as well as Life and Health customers. Build strong relationships with policyholders while automatically marketing to potential customers and increase efficiency with pre-fillable Acord forms. In addition to Jenesis management system, JenesisWeb website design services provide you the opportunity to have all of your agency needs in one place. Saiba mais sobre o Jenesis Software With Jenesis agency management system and JenesisWeb website design, we handle all your agency needs. Saiba mais sobre o Jenesis Software
AgentCubed provides the single solution for insurance agencies and health plans. Our sales solution helps solve issues agencies may be experiencing with average time of sale by integrating quoting and enrollment. We solve your pain points with lead tracking, ROI calculation, cross-selling, compliance, finance reconciliation, and/or customer retention. We combine lead management, distribution and policy management into one easy to use platform. Saiba mais sobre o AgentCubed AgentCubed provides the single solution for insurance agencies, combining multiple management solutions into one platform. Saiba mais sobre o AgentCubed
COMMERCIAL TRUCKING SPECIALISTS! Aviation, Equine, General Commercial, & Specialty Lines. Do you write specialty niche markets? Create Certificates in seconds. 100% PAPERLESS office. Powerful WorkFlow module, Outlook integration, Customizable dropdowns. Easy to learn accounting, agency billing, premium finance, return premium, commission, account current specialists, carrier access, CLOUD or LOCAL BASED Saiba mais sobre o Agency Master COMMERCIAL TRUCKING | CLOUD or LOCAL BASED: Also - Aviation, Equine, General Commercial, & Specialty Lines! Saiba mais sobre o Agency Master
Macaw is an Insurance Agency Management platform that supports end to end processes for MGAs and Brokers in P&C lines, covering CRM, Sales, Underwriting, Services, Claims and Accounting. The system comes with in-built Document Management System, Rules and Workflow components. Several typical integrations are built in e.g. Payment Gateway, eSign and mass email marketing. The Customer Portal, Producer Portal and Carrier Portals allow different stakeholders to self-serve. Saiba mais sobre o Macaw Macaw is an Insurance AMS supporting end to end processes for MGAs & Brokers in P&C lines, covering CRM, Sales, Service and Accounting. Saiba mais sobre o Macaw
Velocity offers an all-in-one P&C insurance solution for MGAs, Program Administrators, Wholesalers, Carriers and Large Retailers. Key features include policy issuance & administration, claims administration, built-in rating, self-service portals (agent & insured), billing & premium accounting, document management, reporting, ACORDs/custom apps, API Library, integration options, self-configuration training and more. Saiba mais sobre o Velocity Insurance software for MGAs, Program Admins & Carriers. Handles rating, issuance, doc. mgmt, billing, claims, client portals and more. Saiba mais sobre o Velocity
LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card. Saiba mais sobre o PhoneBurner Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales. Saiba mais sobre o PhoneBurner
Commission Tracker is specifically designed for Insurance agencies that sell group and individual benefits. CT is focused on managing the commissions paid to your agency by the carrier, as well as, the commissions owed to your producers. But it also does so much more... giving you detailed reports from every angle of your business. Many agencies begin by trying to track these commissions with Excel spreadsheets but soon find themselves unable to easily produce reports. Saiba mais sobre o Commission Tracker for Insurance Tracks and reports all commissions, bonuses and overrides due to each agent as well as policy and agent information. Saiba mais sobre o Commission Tracker for Insurance
API and Cloud contact center solutions to manage campaigns and live contacts. Ideal for multi-channel campaigns and customer care. Accessible anywhere. Easy set up, customizable & supported by customer service 24/7. Analytics and reports come standard. Powerful CRM integration, ringless voicemail, voice broadcast and SMS including short code, toll-free and local numbers nationwide. HIghest quality connections and outcomes with Ytel. Saiba mais sobre o Ytel API and Cloud contact center solutions. Ideal for large scale multi-channel campaigns and customer care. Saiba mais sobre o Ytel
Web-based Agency Management system for P&C focused MGA's, Program Managers and Insurance intermediaries . Intuitive, scalable and secure software that helps you organize your agency. Our customers use BindHQ to solve commission management amongst multiple parties, sales, policy management and reporting. BindHQ can be extended to manage accounting and self-service portals for internal users and external customers. Saiba mais sobre o BindHQ Web-based Agency Management system for P&C focused MGA's . Intuitive, scalable and secure software that helps you organize your agency. Saiba mais sobre o BindHQ
Build InsureTech solutions here. Design custom forms connected to our powerful and flexible rating engine, set up payment collection, bind, and issue policies. Perfect for MGAs, Carriers and Program Managers. Empower brokers with direct to consumer solutions. Fully automated, InsureCert pays commission instantly, manages quotes, auto-renew policies and much more. Launch from zero to full policy automation within days. Give brokers what they want, bespoke digital insurance products! Saiba mais sobre o InsureCert Take insurance program business from zero to full policy automation within days. Enhanced distribution, lower cost & increase sales. Saiba mais sobre o InsureCert
Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. Saiba mais sobre o Market Quest For Insurance Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized. Saiba mais sobre o Market Quest For Insurance
SaaS cloud solution for the automation of P&C insurance agencys trust account. Reducing agency workload to make it more productive and significantly more efficient. Endorsement billing, automated invoice follow-up, cancellation endorsements and return premium refunds, new accounting and trust financial solvency, all guaranteed standard feature. A suite of 8 different products available. 75 premium and return premium, production and financial reports. Secured cloud server and software access. Saiba mais sobre o NOBL - Policy Managment SaaS cloud solution for the automation of P&C insurance agencys trust account. Saiba mais sobre o NOBL - Policy Managment
Bitrix24 #1 free insurance agency management platform. Used by 4 million teams worldwide. Cloud, mobile, open source. Free CRM, appointment scheduling, agency management, quotes, invoices, contracts, email marketing, calendars, more. Saiba mais sobre o Bitrix24 Bitrix24 #1 free insurance agency management platform. Used by 4 million teams. Cloud, mobile, open source. Saiba mais sobre o Bitrix24
Applied Epic is the industrys most technologically advanced, flexible and secure cloud-based agency management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes. The most widely used cloud-based agency management system in the world.
We work with insurance agencies to automate referrals, retention, and online reviews. Find & leverage your most loyal promoters by inspiring them to refer you to their friends and family. Keep clients engaged with meaningful communication so they're less sensitive of price and more appreciative of you. Grow online reputation and drive warm prospects to your door by collecting and sharing positive testimonials and reviews. We automate referrals, retention, & reviews for insurance agencies with intelligent touch-points & the best handwriting tech available.
Enroll Your Clients for ACA Plans in 5 Minutes or Less! ACAExpress.com provides insurance agents the power to stay ahead in an ever-changing industry. Our revolutionary ACA enrollment platform provides agents the tools they need to increase productivity in a simple, quick, and efficient platform. We put the power of health insurance enrollment back into the hands of agents by providing an ACA enrollment solution that is simple for agents to use. Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
Snappii offers many mobile apps for the Insurance Industry as a convenient and easy-to-use mobile solution that will save time and greatly reduce paper work, enable rapid and accurate data collection, and eliminate the necessity to physically move to the place of the accident and more. App users can upload their own PDFs, edit them and share. No forms to build. Choose from 400+ ready-made app templates or we can create the app for you. Snappii offers 400+ live business apps in 30 industries for every business. Get the mobile app for your business in days, not months.
Indio Technologies allows insurance agencies to turn their application and renewal process into a fully digital, modern customer experience. The white-labeled platform comes pre-loaded with a database of 4,500 digital smart insurance forms and applications, a full e-signature solution, and secures document sharing. Indio Technologies allows insurance agents to turn their application & renewal process into a fully digital, modern customer experience
Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows without sacrificing a delightful experience for staff and policyholders. Created by independent agents, the people of HawkSoft take pride in being independently-owned and answerable to agencies that use the system to power their insurance business. HawkSoft continues to evolve into a cutting-edge system that powers thousands of agencies writing personal and commercial risk. Recommended by 97% of agencies. The only agency management system that makes running your business more effective and enjoyable.
A1 Tracker insurance policy management software is robust and includes features to manage insurance policies, insurance quotes, customer service, and claims management. A1 Tracker is suitable for businesses with multiple different insurance products, including health insurance, liability, commercial, aviation, marine, umbrella, and auto insurance. A1 Tracker streamlines insurance companies with automatic policy renewal notifications, policy document generation, and policy document management. Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.
Applied Rater automatically fills information into carriers' websites, eliminating redundant typing and saving agents up to 85% of their quoting time. Over 10,000 agents in 46 states use Applied Rater every day to quote auto and homeowners insurance, create proposals and bind policies. Applied Rater was formally SEMCAT Quoting Software. Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time.
EZLynx provides a single platform solution to help independent insurance agents keep their competitive advantage. The cloud-based Management system, real-time rating engine, and agency website provide a seamless foundation to maximize your agency's potential. Increase your ability to retain current customers while acquiring new business for both personal and commercial lines of business. Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. Offering knowledgeable and friendly support staff making for an easy transition to a new automation system. Imagine a full featured management system supported by a team of insurance and software experts that is ready to answer your questions immediately! Conversions from other management systems available. Agency management system that assists insurance firms with policy tracking, documentation, accounting and reporting.
Seguro CRM isso é realmente fácil de usar para que você possa passar mais tempo com o que é importante para você. Foi projetado para trabalhar muito como e-mail, mas muito melhor. Você pode finalmente abandonar o Excel. Oferece uma solução completa para gerenciar o livro de negócios e manter os segurados satisfeitos. E tudo acontece automaticamente. Combina todos os e-mails com os contatos corretos e os conecta aos contratos, transportadoras e políticas corretos. Você pode adicionar imagens, anexar arquivos, adicionar notas e muito mais. Aumente as renovações e reduza o atrito com o CRM de seguros completo: vendas, marketing e atendimento ao cliente.
Mandon Software is a UK Based Company founded in 1999. Our software MPACS offers a complete solution for managing your database of quotations, policies and claims. Includes rating, documentation, workflow, diary and auditing. On-premises or in the cloud solutions available. Our open API makes it simple to integrate with third parties making tasks more efficient, less open to human error and giving the end customer a more seamless experience. A quick to market, cost efficient solution to managing your Insurance Agency. MPACS highly configurable, robust, agile software.
Insly is the simplest policy administration software on the market created by a collection of the best and brightest insurance software developers. Our goal at Insly is to support insurance intermediaries - agents and brokers all over the world to save time and focus on what's really important. We have over two decades of experience making insurance easy to use and understand, from providers to end-users. We make insurance broker & agent software that's easy to adopt and easy to use.
We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable. Sentry adapts to the needs of each individual insurance agency. Whether you are dedicated to selling only one type of insurance or several, our platform will fit your needs. Sentry will become your best tool. Our goal is to make work easier and offer cutting edge technology. We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable.
QQ Catalyst is a revolutionary new cloud-based insurance agency management system. Catalysts innovative user interface offers capabilities and design features unlike anything insurance agencies have ever seen before. With no set-up fee's, no monthly contract and a 30 day money back guarantee, we make it easy to do business with QQSolutions. Come and see why over 23,000 agents and over 5,000 agencies rely on our technology everyday to manage their business. Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.
Agency Matrix is the most robust and affordable cloud-based technology company in the marketplace. Leading today's independent insurance agencies with cutting-edge technology, we are committed to delivering agency management software solutions that help you reach your business goals. Insurance agency management software that lets you nurture and grow your book of business, your staff and your office from anywhere.
Surefyre is the platform that insurance runs on. Our software is used by insurers to work seamlessly with agents, easily capture business, automate team management, underwrite efficiently, manage policies, and much more. We allow insurers and agents to easily connect and do business without thinking about technology. Get in touch today to learn how we are bringing the industry together and changing the way business is done in insurance. Cloud-based insurance solution that assists agencies with submission management, underwriting, team communications and custom reporting
Agency management Software including ACORD, Carrier Download, Real-Time, Commission Downloads, Document Imaging (Scanning), Scheduling, Email with Outlook, Prospecting, Call Center, Web Forms, and more! Agency management with document imaging including ACORD, carrier, commission, claim download, and more.
A comprehensive solution to run your P&C insurance company, ISI Enterprise is a premier policy administration suite for property and casualty insurers. Combining leading-edge browser-based technology with functionality not found in any other solution, ISI Enterprise includes policy administration, product development, claims, billing, accounting, reinsurance, CRM, agent/broker portal and supporting sub-systems including knowledge/document management, scanning and mail merge. Integrated software solution that handles policy administration, claims, billing, accounting & reinsurance for P&C insurance companies.
i2go is the worldwide solution for Insurance Companies, Underwriting Agencies, MGAs, Brokers and Banks. Built to achieve the ultimate 360 insurance experience to realize the benefits of enhanced customer service, growth, and profitability. Configurable, fast to integrate and flexible with minimum upfront cost. Policy Management / Claim Management / Quoting / Sales / Analytics / CMS / CSP / Rating / Commission / BPM / Activity Management / API Integration i2go is the worldwide solution for Insurance Companies, Underwriting Agencies, MGAs, and Brokers. All in one easy-to-use software.
An insurance agency management solution with business intelligence to organize your data, streamline daily processes, & drive growth. An insurance agency management solution with business intelligence to organize your data, streamline daily processes, & drive growth.
An impressive new version for the best cloud-based Agency Management Software / Maximize your company potential, increase your sales, retain customers, organize tasks and get a high efficiency level keeping you up-to-date with key indicators / AdminSeg is a complete Portfolio Management System, perfect for Insurance Providers, Brokers, Agencies, and every professional in the insurance industry / Already operating in 20 countries / The future of your agency is here. Welcome to AdminSeg V3. Online Administration Software, ideal for Insurance Providers, Brokers, Agencies or any Insurance Professional.
RateFactory simplifies small-group account management for employee benefits agencies by providing one site to upload a census and instantly obtain comparisons with all carriers in the market. Both age-banded and composite rates are shown on the fully-editable, presentation-ready spreadsheets. Either print or electronically show small-group clients and prospects their options, being able to make changes dynamically, including managing employer contributions. Take back your holidays in Q4! Small group rating engine that allows benefits brokers to instantly create presentation-ready spreadsheets comparing all carriers.
A digital web base solution to Insurance Broker(s) business. The success of Ozone Insuria is the strong foundation of implementing daily business process with considerably minimum manual labor. A complete system with policy and customer administration, customer invoicing and MI reports that helps analyzing business at your finger tips. Web based Insurance Broker(s) Business management solution at a single server license with unlimited users.
AgencyIntel was created by agency owners for agency owners. Our unique product is designed to manage all aspects of your business. Our system offers the ability to track policies, manage commissions, agents and documents with easy to use reports and custom analysis is of paramount importance to every well structured business. One of the most important features with AgencyIntel is personal customizations. Give us your ideas and let us make them a reality. Business management software for insurance agencies with CRM, lead management, and commission tracking capabilities.
An all-in-one agency software solution. Whether you just need to track your clients, policies, key contacts, and commissions, or you need to automate processes and offer cutting-edge solutions to your groups. All-in-one insurance agency software solution that features customer tracking, commission management, renewals & benefit websites, etc.
Comprehensive P&C Agency Management System. Full insurance accounting, commercial submission system, integrated with Outlook mail and calendar. Simple to learn and use. Comprehensive conversions from other systems and very thorough training and after the sale follow up. Complete Insurance agency management system. All download capabilities, ACORDS, submissions and integrates with most rating software.
A complete web-based system that integrates agency management and document storage all in one easy-to-use program. A complete web-based system that integrates agency management and document storage all in one easy-to-use program.
Insureon Solutions is a market access provider for insurance agents. With our software, agents can: - Submit business to multiple top-rated insurance carriers simultaneously. - Manage client information. - Automate routine agency tasks. - Quote personal and commercial insurance solutions. Insureon Solutions is a market access provider for insurance agents.
Online, innovative CRM-based agency management system utilizing modern technologies and methods to increase productivity. Unique features include: SMS/text messaging to your clients; mobile device access from your phone or PDA; Outlook interface; syncs with a variety of comparative raters; agent website interface; AspireCHAT - built in chat feature; automated marketing via email and text messaging; Facebook, Twitter & LinkedIn - integrated within the software. Web-based innovative CRM-based agency management system with built in marketing, text messaging, mobile application and more.
System Solution for Insurance Brokers -SIBRO SIBRO is a software which is highly user friendly and useful for the targeted group of insurance brokers in the Industry. SIBRO is extremely useful software for insurance broking agents facing the system and process issues. Compatible with tablet, mobile , ipad , desktop overall a responsive design. Partners acceptance had been given to SIBRO had been excellent as it contains reports which are automated and real tim User friendly software for insurance brokers,insurance agents and insurance broking company.
Provides brokers efficiency of quoting and enrollment. Personal health questionnaires & custom benefit plan elections for group health. Provides brokers efficiency of quoting and enrollment. Personal health questionnaires & custom benefit plan elections for group health.
Agent Intelligence is a cloud based insurance CRM and complete policy administration solution. Agent Intelligence is available for indpendent brokers and Agencies. Agent Intelligence offers full reporting including customized reporting, commission tracking, fully integrated Calander, policy tracking, document storage and client tracking. Internet-based administration solution for the life insurance industry.
This modern management and reporting too is used for global consolidation of international insurance programs. Policies are stored in a central location, accessible via desktop, tablet, or smartphone. Brokers can provide access to clients with custom permissions. A web portal for insurance brokers to improve international insurance program management and increase client satisfaction.
Vertafore Agency Platform goes beyond traditional insurance agency management systems. From customer and policy management, to agency licensing, reference materials, and real-time rating, only Vertafore offers this comprehensive platform designed to make the modern agency more profitable today and into the future. Cloud-based insurance agency platform that helps retain customers, maximize profitability and successfully manage all operations.
InsuranceDrip does it all for you! Content specific to what you sell is sourced and created for you and automatically posted to all your social media, including Facebook, Twitter, Google+ and LinkedIn! Our rich and attractive content creates a Call to Action rather than ineffective solicitations. InsuranceDrip even creates and sends out your monthly email newsletter automatically, which creates more lead opportunities, better client retention, referrals and second-sales opportunities! Turn-key, fully automated digital and social media marketing system for life insurance agencies.
XDimensional Technologies (Brea, CA), develops and markets comprehensive insurance processing and distribution solutions, that empower and connect agents, brokers, wholesalers, MGAs/MGUs, program administrators, carriers, and policyholders, driving efficient business production, superior customer service, and insightful business management. These solutions are delivered through the XD Insurance Processing Platform, and the Nexsure Agency Management Platform Nexsure is an innovative and comprehensive agency management platform for running, growing, and managing your insurance operations.
Generates risk specific Applications, creates customer Proposals, Insurance Confirmations, Policy Declaration pages, Statement of Value, Certificates of insurance, Claim Reports etc. Generate risk specific Applications, creates customer Proposals, Insurance Confirmations, Policy Declaration pages, Statement of Values
Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven Quotes Help insurance agents maximize customer life time value using digital insurance wallet, chatbot, and an agent portal.
Agency Management System software for your insurance agency that works! Provides powerful and effective features and solutions, all at a very affordable price. Easy and quick client access, ACORD forms, complete customer and policy detail, customizable letters, detailed reporting, while also allowing you to be totally paperless. Agency Management System software for your insurance agency that works!
GreenWave Commission Management Software alleviates a large volume of administrative burden shouldered by MGAs, brokers, agents, carriers and support personnel. Once the processing of your commission data is automated via GreenWave, your company will see an immediate, positive, impact in profitability. With GreenWave, businesses experience reduced overhead, increased capacity, elimination of payment discrepancies from carriers, and increased loyalty from the producer channel. Commission management software for the insurance industry.
Affordable online Agency Management system at $250 per user per year. Includes all latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc. Latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc. $250/yr per user
The INSXCloud Broker Platform enables brokers to quote, directly enroll and track applications on the Federally Facilitated Marketplace plus much more. Quickly generate quotes, create PDFs of plan comparisons, enroll your customers in plans, and invite customers to enroll themselves all through an easy to use cloud-based web portal. INSXCloud allows brokers & agents to enroll customers on the FFM on the applicant's behalf, or invite them to complete the application.
C2MS is an innovative Insurance ERP, providing sales pipeline, claims and policy administration. Designed for Commercial and Personal Lines Insurance. C2MS is designed to make it easier and more profitable for organisations to do business via the Internet and to add value to traditional Insurance channels. C2MS can be deployed both On-Premise or within the Cloud. C2MS is an innovative Insurance ERP, providing sales pipeline, claims and policy administration.
Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes. Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes.
Third Eye Solutions is a software company that specializes in lending and loan servicing applications for the financial services industry, helping companies ensure compliance to regulations and mitigate financial/legal risk. Third Eye strives to enhance the end user experience by minimizing the time to market, carrying out analytics, and optimizing workflow automation. The company offers a suite of innovative solutions for commercial and personal lending including factoring and cash advances Software to manage proof of compliance to financial regulations, loan origination, manage a loan portfolio and generate client letters.
Producer Pro includes everything carriers need to automate and simplify producer administration and management, helping your organization improve efficiency, maintain compliance, and reduce risk. Producer Pro by CallidusCloud is based on proven CallidusCloud cloud technology that supports over 2.5 million users and billions of transactions a month. Producer Pro includes everything carriers need to automate and simplify producer administration and management.
CRM with lead tracking, drip marketing, quote engine and commission calculation included. Integrated dialer and mass texting. View your data as you like (custom). Purchase leads withing the CRMs Marketplace. Import leads from any lead gen company. Share folders with others to work on as a team. Leader board. Call center abilities with custom routed calls. CRM with lead tracking, drip marketing, quote engine and commission calculation included. Integrated dialer/mass texting.
Powerful, easy to use, agency management software with all of the features and tools agents want and expect. Powerful, easy to use, agency management software with all of the features and tools agents want and expect.
Finding the right solution for clients can be challenging, especially when quote multiple carriers and product line Finding the right solution for clients can be challenging, especially when quote multiple carriers and product line
Profida is aimed at all industries of the financial services and insurance sector. It caters for different requirements of any type or size of financial services firms with the Underwriting, Administrator, Professional, and Web Edition. For you as a broker or adviser this means specialised functionality and support to achieve high-sophisticated practice management and high-level client service. Profida is used in both the life and non-life sector. Practice management solution aimed at insurance brokers (life, health and short term) and asset managers.
Amsoft is a complete Agency Management Software package featuring policy tracking, full client accounting, commission tracking, coverage screens, integrated word processing, suspensing, e-mailing, over 150 management reports and more. Available optional modules include General Ledger, Payroll and Multi-user. Our ACORD Package and Scanning (Paperless Office) can be added or purchased alone. Our software is $1499 plus options. Discounts and Payment Plans available. Agency Management Software with policy tracking, full client accounting, commission tracking, coverage screens, etc.
Provides policy maintenance, premium accounting, general ledger reporting, premium statistical, and more. Provides policy maintenance, premium accounting, general ledger reporting, premium statistical, and more.
Comprehensive, fully flexible, insurance application for insurers and brokers; continuous upgrade and maintenance. Comprehensive, fully flexible, insurance application for insurers and brokers; continuous upgrade and maintenance.
An agency managemensystem designed for agencies writing direct bill auto and collecting payments in their office. An agency managemensystem designed for agencies writing direct bill auto and collecting payments in their office.
United Systems and Software, Inc. ("USSI") offers a full line of integrated professional insurance administration systems tailored to meet your specific industries requirements and niche demands. Our software offerings cover a wide variety of industries and lines of business. Since 1979, USSI has been a pioneer in leading edge Insurance Administration Software Systems and Professional Services. Robust software for underwriting, new business processing, policy services, billing, agent commissions, and claims adjudication.
Client-based system supporting all lines of business and multiple companies, branches, states and languages. Client-based system supporting all lines of business and multiple companies, branches, states and languages.
From managing policy information to establishing unique business rules, this suite is designed to be user-friendly. From managing policy information to establishing unique business rules, this suite is designed to be user-friendly.
Accounting solution that helps businesses of all sizes with loss registers, management reporting, deposit slips and more. Accounting solution that helps businesses of all sizes with loss registers, management reporting, deposit slips and more.
InsurancePro, ITC's complete agency management system, can handle everything involved in running an insurance agency, including tracking commissions, updating policy data automatically and reconciling payment transactions. InsurancePro will decrease your workload and increase your efficiency thus allowing you to focus on growing your agency. Agency management system designed for independent insurance agencies and brokers.
Automated Group Benefits is a business automation system developed specifically for General Agents in the employee benefits industry. AGB allows general agents, brokers and carriers to increase the productivity of their businesses by incorporating seamless integrated state-of-the-art customer relationship management functions with quoting, rating, policies and commissions processing. General agent management software for the employee benefits business.
SISE is SISTRAN's solution that manages and administrates all the areas of your insurance company accompanying the growth of your business through the incorporation of additional modules that provide new functionality. The flexibility of the solution allows the parametrization of products of all lines of business and complexity, in an easy and quick way. Thanks to its integrity is possible to obtain on-line consolidated information from any business area. A system that permits the service and administration of sales completely personalized through the telephone.
Integrated Insurance Brokerage System (IIBS) that delivers insurance coverage, renewal, collections, remittance, claims processing, and online financial reports. Insurance brokerage system that delivers insurance coverage, collections, remittance, claims processing, and online financial reports.
The PREMIA insurance management solutions suite is designed to proficiently perform all the functions of an insurance company such as underwriting / policy administration, claims management, reinsurance and accounting. The offerings in our insurance software solutions suite are used by some of the most recognized names in the global insurance industry. The suite covers various business classes such as property, general liability, commercial, individual/ group life, liabilities and related areas Integrated insurance management solution that supports all functions of an insurance company on an integrated platform.
Insurance Technologies provides innovative sales automation solutions to the insurance and financial services industries. ForeSight is a mobile point-of-sale illustration platform that supports all aspects of the insurance sales process for multiple lines of business across diverse distribution channels with customized user experience and content branding options. Simplify the selling process while giving agents tools for professional and compliant sales.
Transactor Global Solutions provides a range of insurance software solutions for brokers, insurers and MGAs. From front end web solutions to back office administration, Transactor offers a suite of software products to cover every facet of the insurance policy lifecycle. Since inception the company has enjoyed an impressive growth rate and now employs over 200 staff operating from 4 offices worldwide. Transactor software is trusted by a wide range of organisations, from SME to Enterprise. Transactor insurance software automates business processes and improves customer experience
Plan Management Policy Generation Renewals Discounts Management User Management Document Management Payment history and management Various Business Report Broker and Agent Management Web-based solution for policy management, claims processing and insurance agency administration.
Management, marketing and tracking software designed to assist independent agents and agencies track and run their agency efficiently. Track commissions. Pre-written letters to use to stay in touch with your clients. COBRA Letter included. Management, marketing and tracking software designed to assist independent agents and agencies track and run their agency efficiently.
A commissions tracking program for the insurance industry, keep track of all of your sales and applications. A commissions tracking program for the insurance industry, keep track of all of your sales and applications.
We make it easy for insurance agents to launch and manage a quality website. We provide you with proven designs to content to hosting. We make it easy for insurance agents to launch and manage a quality website. We provide you with proven designs to content to hosting.
Sircon serves the unique needs of the insurance industry by connecting insurance carriers, agencies and brokers, agents, education providers and state regulators through our comprehensive online network. This network allows companies to manage compliance and producer information, and helps agents get licensed faster. Sircon serves the insurance industry by linking stakeholders via electronic communication and streamlined processes.
Built on Java JEE technology, FirstGen is a multi-line, web-based complete core solution for General Insurance (P&C) insurers, which covers the full value chain of insurance operations. FirstGen is a future-ready application, providing superior user experience, adaptive screens for mobile device access, and broad configuration capabilities in areas of Customization and Product definitions.FirstGen enables Insurers with: 360 degree customer view and omnichannel capabilities. Core General Insurance Policy Administrative System
sohamLife is a fully browser based Life Insurance Management System. It is highly integrated, user-friendly, end-to-end business process system. sohamLife covers the complete lifecycle of the life insurance business including Agent Management, New Business Mgmt, Underwriting, Policy Administration, Claims Management & Reinsurance management. It has integrated Accounting system with extensive data analysis reports. A web browser-based life insurance management system that supports end-to-end business processes of life insurance.
A full software suite for every P&C line of business, including workers' compensation, claims tracking, and A/R billing. You can enter, quote, store and retrieve applications, as well as process all transactions for new, renewal inforce and expired policies. A full software suite for every P&C line of business, including workers' compensation, claims tracking, and A/R billing.
This software is designed to assist with web marketing. 85 percent of insurance purchases are online, so marketing online helps. This software is designed to assist with web marketing. 85 percent of insurance purchases are online, so marketing online helps.
This web-based software asks for the state the customer is in, so he only has to fill out the necessary information for that state. This web-based software asks for the state the customer is in, so he only has to fill out the necessary information for that state.
We build a custom software to fit your exact needs. Gives you regular status updates to help you manage your business better. We build a custom software to fit your exact needs. Gives you regular status updates to help you manage your business better.
Our agency management software imports and distributes leads automatically, creates reports, sends alerts, creates quotes, and more. Our agency management software imports and distributes leads automatically, creates reports, sends alerts, creates quotes, and more.
Solution used to execute a number of core policy processes including rating, quoting, binding, issuing, endorsements, and renewals. Solution used to execute a number of core policy processes including rating, quoting, binding, issuing, endorsements, and renewals.
SOA end-to-end comprehensive web-based modular system. Rules-based, table-driven architecture is scalable and easy to customize. SOA end-to-end comprehensive web-based modular system. Rules-based, table-driven architecture is scalable and easy to customize.
Insurance broker management for CRM & financials that helps with features including cuber insurance and legal advise providers. Insurance broker management for CRM & financials that helps with features including cuber insurance and legal advise providers.
Solartis Insure frees you from frustrating constraints of legacy policy administration systems. For rating, quoting, issuance, renewals, and more, our microservices catalog enables you to replace costly components while designing and developing a unique experience for customers while capitalizing quickly on new market opportunities. Solartis Insure provides the microservices technology that supports the full policy life cycle.
Web-based contact management software with sales reporting, leads analysis and monitoring for life and health insurance industry. Web-based contact management software with sales reporting, leads analysis and monitoring for life and health insurance industry.
Securum is a unique out-of the box and highly customizable cloud based solution for SME insurance companies. Securum helps insurance intermediaries providers, agents and brokers all over the world save time, increase productivity and increase revenues while reducing travel insurance fraud. Securum is easy to use and understand, and integrates your workflow with a dynamic content management system that delivers a true online travel insurance shopping experience. Securum is specifically designed to make it easier and more profitable for organisations to do business via the internet
Imprezzio is an insurance marketing automation suite that includes lead management, sales management & reporting analysis Imprezzio is an insurance marketing automation suite that includes lead management, sales management & reporting analysis
Affordable web-based insurance agency management system designed for personal and commercial lines of business. Product information available online at agencyimpact.com Affordable web-based insurance agency management system designed for personal and commercial lines of business.
Life insurance agency back office system for new business, inforce, commission and agent compliance. Meets ACORD and CITS standards. Life insurance agency back office system for new business, inforce, commission and agent compliance. Meets ACORD and CITS standards.
FormFire is an online workflow tool that simplifies the process of quoting, selling and maintaining small group business. Forget using multiple systems to manage groups. We support more of the work that you do than the competition - in one convenient, easy to use tool. Plus its all connected, providing value to everyone - saving time, and helping you make more money. A practical broker-centric technology that creates a streamlined digital pipeline for your agency.
Our Goal is to bring a state of the art agency management system within reach of all agencies in the US. Diary system/ToDo List, Notes, History, Policy Download, Direct Bill Commission download, Rating Integration, Full Accounting, Policy Details, Multi-office capability, Hosting, Real Time Interface, Contact Management, Document Management, Word Processing/Mail Merge. Combining old and new trends, this software includes features like document management, T-filing, General Ledger, and a calendar.
Video Customer Acquisition Processes Video Insurance Renewals Live Exchange Claim Settlement / Documents/ Pictures / Videos Video Customer Acquisition Processes Video Insurance Renewals Live Exchange Claim Settlement / Documents/ Pictures / Videos
BriteCore was built from the ground up using the latest modern technology. Deployed using the Amazon Web Services cloud, our enterprise-level software is continually updated to guarantee maximum security, efficiency, and durability at scale. Over 40 insurance carriers, MGAs, and start-ups rely on BriteCore to increase speed to market, improve competitive position, and support growth. All-in-one policy administration and insurance processing system designed for P&C carrier, MGA, and InsureTech companies.
InsureQlik is the best insurance intermediary software solution on the market created by collection of the best and brightest insurance software developers. GIVE YOUR CLIENTS SELF-SERVICE ACCESS TO YOUR AGENCY FROM A COMPUTER, TABLET OR SMARTPHONE. Our goal at InsureQlik is to support insurance intermediaries - agents and brokers all over the world. Insurance software platform that includes components for policy, rating and underwriting, billing, claims, print, CRM, and more.
Total Lead Domination (TLD) CRM is the most effective tool for medical and life insurance sales. With industry specific, fully customizable options TLD is a service that puts call centers far ahead of their competitors. The built -in VoIP softphones make this product not only effective but affordable as well. Total Lead Domination CRM is an affordable option for customer relationship management in medical and life insurance sales.
InsuredHQ's complete sales and policy management system with general ledger integration allows the management of insurance business by any insurance company, broker or agent Policy sales and administration in the cloud for insurers, brokers and agents - ideal for SME, microinsurance and small ticket markets
The accounting system for insurance agents and brokers - contracts, payment, deals, clients accounting; - event reminder; - user managment and access control; - management in scope of insurance types, insurers, sales channels; - secure data storage and transaction; - extensive reporting system; - PC, mobile, tablet adapted; Customer relationship management and accounting contracts system for insurance agents and brokers.
Insurance companies have been slow to adopt and take advantage of mobile devices primarily due to the lack of capability and outdated UI of existing legacy BMS systems. Brokercore is a web based insurance broker management solution that works with any Smart phone and tablet connected to the internet. Full integration with Microsoft Outlook. Auto generated tasks and workflows to effectively manage your time and client needs. Access your client and policy information anytime and anywhere. Cloud based application manages certificates, endorsements, claims, policies, renewals, tasks, email, CRM, invoicing, reports and more.
A web-based software solution for brokers for an end-to-end management of all processes in a modern and efficient way for best results. A web-based software solution for brokers for an end-to-end management of all processes in a modern and efficient way for best results.
ESKA Insures is a comprehensive suite that consists of different software products tailored to meet the largest set of business requirements for the insurance industry. It stands in a unique position for its innovation, powerful core business expertise, integrated support systems, and quality of service
OWLS insurance will administer a policy from inception to claims payout and/or policy termination. This includes all ancilliary features such as: reporting, payments, debits, bank recons, uploading of documents, the sending of claims pre-completed forms, the calculation of reserves etc. OWLSs simple and intuitive web-based interface is designed to help the user. All tasks are accomplished with only 2 buttons. OWLS is a web-based fully fledged insurance management solution with features such as reporting, payments, document uploads, and more.
Veruna is the result of years of frustration with good enough insurance industry technology. With both its new agency management solution built on the Salesforce platform and its leading consultancy services, Veruna is challenging independent insurance agents to walk away from the status quo and embrace change. Veruna is committed to enabling independent agencies to grow their business by changing the way they do business. Learn more at www.veruna.com. Veruna's agency management solution is challenging independent insurance agents to walk away from the status quo and embrace change.
Custom built cloud-based insurance rating, submissions, issuance, premium billing, and brokers management system. Custom built cloud-based insurance rating, submissions, issuance, premium billing, and brokers management system.
Web-based enterprise insurance administration system designed for both the group and individual insurance verticals. Web-based enterprise insurance administration system designed for both the group and individual insurance verticals.
QwikSubmit is a web-based Insurance Applications Management Platform meant to simplify and streamline Insurance Application Submission process for both Independent Insurance Agents and General Agencies. A web-based Submission solution built for Independent Insurance Agents and General Agencies.
Msg Life provides digitalization, big data analytics, in-force management, and regulatory compliance to insurance companies Msg Life provides digitalization, big data analytics, in-force management, and regulatory compliance to insurance companies
Cloud solution for life insurance companies working with criminal activity.Includes investigation and case management capabilities. Cloud solution for life insurance companies working with criminal activity.Includes investigation and case management capabilities.
Management system for insurance agencies that integrates reports, sales, customer relations, and payment all into one. Management system for insurance agencies that integrates reports, sales, customer relations, and payment all into one.
Insurance broker automation system on Salesforce Cloud that makes customer engagement, lead generation, and marketing easy. Insurance broker automation system on Salesforce Cloud that makes customer engagement, lead generation, and marketing easy.
PRISE packs a scalable and robust portfolio of Product & Policy Management solutions based on a modular approach. You can use it as a fully integrated end-to-end solution or incrementally implement it as you grow. With high-configurability, convenience, and choice, PRISE empowers you to launch new products without writing any code. It is a low-cost, quick-to-implement, modern business platform that is designed to take the pain out of Insurance management. PRISE is a ubiquitous solution suite purpose-built for P&C Insurers
Designed by HR and benefit administration professionals, for HR professionals and their Agents. Built specifically for small employer marketing, with the agent in mind. Robust benefit administration features like Online Enrollment /Life event changes, Self Admin Dependent Audit, Onboarding, and access to HR360. Employers can track, Accident/injuries, Performance Reviews, Development Reminders. Agents have access to BASIC Advisor to send customized marketing pieces on demand! Agency management, employer/employee benefit portals, customizable agency e-mail marketing tools.
Fully customisable cloud based insurance management software platform & CRM with complete app to bind process, quoting & reports. Fully customisable cloud based insurance management software platform & CRM with complete app to bind process, quoting & reports.
Effisoft provides software solutions to the Insurance, Reinsurance and Risk Management industries for professionals worldwide. Effisoft provides software solutions to the Insurance, Reinsurance and Risk Management industries for professionals worldwide.
Insurance sales automation solution built on top of Salesforce.com. Can run on its own or integrate with call center tools. Insurance sales automation solution built on top of Salesforce.com. Can run on its own or integrate with call center tools.
Quote-to-card insurance automation platform that equips insurance companies to present and sell their health plans. Quote-to-card insurance automation platform that equips insurance companies to present and sell their health plans.
Digital payment processing solution that provides unified platform to claim payments, process premiums, engage digitally. Digital payment processing solution that provides unified platform to claim payments, process premiums, engage digitally.
SurePath Network products include SurePath, SurePath B2B for sureties, SureForm Bond Library and eBonding for both contract and commercial bonds. SurePath Network is platform that connects principals, sureties, agents, and obligees for surety bond processing.
We've built an entirely new, more evolved way for startup founders to protect themselves and their businesses by purchasing D&O, as well as employment practices and fiduciary liability insurance. Our program provides market-leading coverage and is fully backed by Munich Re, one of the worlds leading reinsurers. Coverage can be found in less than 60 seconds and at stellar prices. An insurance product for VC-backed tech startups, Embrokers Startup Program lets companies to buy D&O insurance in less than a minute.
Focused on the management of the Life and Pension Funds through the inVITA system. This software consolidates all your insurance needs. Focused on the management of the Life and Pension Funds through the inVITA system. This software consolidates all your insurance needs.
Insurance Agency Software that focuses on managing contacts, quotes, policies and claims. PolicyFlow is a highly configurable solution designed to fit around your business requirements. Streamline your business processes by sharing and requesting information with other applications. Own your data! Effortlessly export clearly defined data blocks and run pre-configured reports. Drive productivity, manage your accounts and understand performance. Insurance Agency Software that focuses on managing contacts, quotes, policies and claims.