170 resultados
Por que o Capterra é gratuito?
O Bitrix24 é a principal plataforma gratuita de gestão para corretora de seguros. Usado por 4 milhões de equipes em todo o mundo. Nuvem, dispositivo móvel, código aberto. CRM gratuito, agendamento, gestão de agências, cotações, faturas, contratos, marketing por e-mail, calendários e mais. Saiba mais sobre o Bitrix24 O Bitrix24 é a principal plataforma gratuita de gestão para corretora de seguros. Usado por 4 milhões de equipes. Nuvem, dispositivo móvel, código aberto. Saiba mais sobre o Bitrix24
O Indio capacita as corretoras de seguros de acidentes e imóveis e seus clientes, transformando o processo de solicitação e renovação em uma experiência digital para o cliente. O programa torna o processo rápido, fácil e livre de erros e omissões, economizando tempo e dinheiro para as agências. A plataforma de marca branca vem pré-carregada com uma biblioteca de 5.000 aplicativos e formulários de seguro "inteligentes" e digitalmente aprimorados, uma solução completa de assinatura eletrônica e compartilhamento seguro de documentos. O Indio simplifica o processo de solicitação e renovação de seguros de acidentes e imóveis para os corretores, criando uma experiência digital para o cliente.
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 The new benchmark in insurance agency management: Secure, Intelligent, Intuitive, Affordable. Everything you need - nothing you don't!
O Jenesis é um sistema de gerenciamento baseado na nuvem, projetado para ajudar os corretores de seguros a gerenciar clientes de seguro individual e empresarial existentes, bem como clientes de vida e saúde. Crie relacionamentos fortes com os segurados e, ao mesmo tempo, faça marketing automaticamente para clientes em potencial e aumente a eficiência com formulários previamente preenchidos da Acord. Além do sistema de gerenciamento Jenesis, os serviços de design de site JenesisWeb oferecem a oportunidade de ter todas as necessidades da corretora em um só lugar. Com o sistema de gerenciamento de corretoras Jenesis e o design de site JenesisWeb, todas as necessidades da corretora serão atendidas.
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. Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales.
Sistema de gestão de agências no local e baseado na nuvem, que fornece recursos de automação para os negócios. O sistema oferece um aplicativo único e aberto, com recursos integrados para gerenciar o relacionamento com clientes, as políticas e benefícios, a automação de vendas e os processos de contabilidade financeira. Desenvolvida para empresas de todos os tamanhos para ajudar a gerenciar relacionamentos com clientes, políticas, benefícios, vendas e contabilidade financeira.
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 business and marketing automation. AgencyBloc is the #1 Agency Recommended Management System for life & health insurance agencies.
Útil para as corretoras de seguros automatizarem referências, retenções e avaliações online. Encontre e valorize os clientes mais fiéis, inspirando-os a indicar você a amigos e familiares. Mantenha os clientes envolvidos com uma comunicação significativa para que eles se preocupem menos com o preço e apreciem mais a sua empresa. Aumente sua reputação online e atraia clientes potenciais, coletando e compartilhando depoimentos e avaliações positivas. Ele automatiza indicações, retenções e avaliações para corretoras de seguros com pontos de contato inteligentes e tecnologia de subscrição.
Agency Matrix, now part of ITC, 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.
O Snappii oferece muitos aplicativos móveis para o setor de seguros, como uma solução móvel conveniente e fácil de usar que economiza tempo e reduz muito o trabalho em papel, permite a coleta de dados rápida e precisa, elimina a necessidade de se mudar fisicamente para o local do acidente e muito mais. Os usuários do aplicativo podem fazer upload de seus próprios PDFs, editá-los e compartilhá-los. Não é necessário criar nenhum formulário. Escolha entre mais de 400 modelos de aplicativos prontos ou o programa pode criar um aplicativo para você. A Snappii é uma empresa de aplicativos móveis e aplicativos de formulários. Cerca de 500 mil pessoas usam os apps de negócios Snappii em mais de 30 setores.
Inscreva seus clientes nos planos da ACA em cinco minutos ou menos. A ACAExpress.com oferece aos corretores de seguros o poder de permanecer à frente em um setor em constante mudança. A plataforma de inscrição na ACA fornece aos corretores ferramentas para aumentar a produtividade em uma plataforma simples, rápida e eficiente. O poder da inscrição no seguro de saúde é colocado nas mãos dos corretores com uma solução simples de inscrição na ACA. Programa baseado na nuvem que fornece aos corretores de seguros uma plataforma de inscrição simplificada para inscrever clientes nos planos da ACA em menos de cinco minutos.
Desde 1995, a HawkSoft oferece sistemas de gerenciamento para agências que desejam fluxos de trabalho eficazes sem sacrificar uma experiência agradável para a equipe e os segurados. Criada por agentes independentes, o pessoal da HawkSoft se orgulha de ser independente e atender a agências que usam o sistema para alimentar seus negócios de seguros. A HawkSoft continua a evoluir para um sistema de ponta que capacita milhares de agências a subscrever riscos pessoais e comerciais. Recomendado por 97% das agências. Um sistema de gerenciamento de agências que torna a administração dos negócios mais eficaz e agradável.
O Applied Rater preenche automaticamente informações em sites de operadoras, eliminando a digitação redundante e economizando até 85% do tempo de cotação dos agentes. Mais de 10 mil agentes em 46 estados usam o Applied Rater todos os dias para cotar o seguro de automóveis e imóveis, criar propostas e vincular políticas. O Applied Rater antes era chamado SEMCAT Quoting Software. Classificador de linhas pessoais em tempo real, dá suporte a mais de 500 operadoras nacionais, 100% preciso, economiza aos agentes até 85% de seu tempo de cotação.
O Eclipse ajuda você a reduzir custos indiretos e melhorar a lucratividade combinando todos os elementos essenciais de um sistema de gestão. O Eclipse oferece diversos recursos, desde ferramentas de marketing até o processamento de formulários ACORD. Oferece uma equipe de suporte experiente e amigável, facilitando a transição para um novo sistema de automação. Imagine um sistema de gestão completo, com suporte de uma equipe de especialistas em seguros e software, pronta para responder suas perguntas imediatamente. Conversões de outros sistemas de gestão disponíveis. Sistema de gestão de agências que auxilia as empresas de seguros no rastreamento de apólices, documentação, contabilidade e geração de relatórios.
O Commission Tracker foi projetado especificamente para corretoras de seguros que vendem benefícios para grupos e individuais. O CT está focado em gerenciar as comissões pagas à sua corretora pela transportadora, bem como as comissões devidas aos seus produtores. Mas também faz muito mais, fornecendo relatórios detalhados de todos os ângulos do seu negócio. Muitas corretoras começam tentando rastrear essas comissões com planilhas do Excel, mas logo se vêem incapazes de produzir relatórios de forma fácil. Rastreie e relate todas as comissões, bônus e excessos devidos a cada corretor, bem como informações sobre políticas e corretores.
O QQ Catalyst é um novo e revolucionário sistema de gestão de corretoras de seguros baseado na nuvem. A inovadora interface do usuário do Catalyst oferece capacidades e recursos de design diferentes para corretoras de seguros. Sem taxa de instalação, sem contrato mensal e uma garantia de devolução do dinheiro em 30 dias, a empresa facilita os negócios com o QQSolutions. Veja por que mais de 23 mil agentes e mais de 5.000 agências confiam na tecnologia todos os dias para gerenciar seus negócios. Sistema de gestão de corretoras eficaz, acessível e modular que permite escolher o conjunto de recursos que melhor atenda às suas necessidades.
Insurance Intermediaries invite leads / clients to join as member through a 5 minutes gamified KYC/FNA that collects up to 110 data points. They can recommend, promote and process insurance/investment products digitally while rewarding leads with a Free membership that offers exclusive services through 1,200 clinics and 50 F&B, Wellness and Lifestyle partners. CRM: www.my-insurer.net/ Agents/vendors portal: https://access.my-insurer.net Health tech: https://wellnex-singapore.com Insurance CRM/CSM coupled with a Healthtech that offers exclusive rates on Healthcare, Wellness, Lifestyle, F&B services to members.
A Mandon Software é uma empresa britânica fundada em 1999. O software MPACS oferece uma solução completa para gerenciar seu banco de dados de cotações, políticas e reivindicações. Ele inclui classificação, documentação, fluxo de trabalho, diário e auditoria. Disponível na nuvem ou no local. A API aberta simplifica a integração com terceiros, tornando as tarefas mais eficientes, menos abertas a erros humanos e oferecendo ao cliente final uma experiência mais uniforme. Uma solução rápida e econômica para gerenciar sua corretora de seguros. Software MPACS configurável, eficaz e ágil.
Desenvolvimento de um software de gerenciamento para corretora de seguros que é confiável, seguro e acessível. O Sentry se adapta às necessidades de cada corretora de seguros individual. Independentemente de você se dedicar a vender apenas um ou vários tipos de seguro, a plataforma atenderá às suas necessidades. O Sentry se tornará a ferramenta ideal. O objetivo da solução é facilitar o trabalho e oferecer tecnologia de ponta. Desenvolvimento de um software de gerenciamento para corretora de seguros que é confiável, seguro e acessível.
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. Macaw is an Insurance AMS supporting end to end processes for MGAs & Brokers in P&C lines, covering CRM, Sales, Service and Accounting.
O Insly é o sistema mais simples de administração de apólices do mercado, criado por uma equipe com longa experiência em tecnologia de seguros. A solução cobre todos os princípios básicos que os corretores e agentes precisam: você pode armazenar facilmente informações de clientes e apólices, documentação por e-mail, faturar clientes, saber quanta receita de comissão e taxa você obteve, acompanhar reclamações e muito mais. A introdução leva menos de 2 minutos e não há custos iniciais. Software de agentes e corretores de seguros que é fácil de adotar e fácil de usar.
All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Teams utilize InsuredMines Agency Portal and Mobile App to manage clients & prospects, offering an omnichannel presence and last-mile connectivity. Helps Insurance ageencies convert, engage and retain clients with its CRM, Sales & Marketing Automation and analytics tool.
O Velocity oferece uma solução de seguro de propriedade e acidentes tudo em um para agentes gerais gerentes, administradores de programas, atacadistas, transportadoras e grandes comércios varejistas. Os principais recursos incluem administração e emissão de apólices, administração de sinistros, classificação interna, portais de autoatendimento (agente e segurado), contabilidade de faturamento e contabilidade premium, gestão de documentos, geração de relatórios, aplicativos ACORDs/personalizados, biblioteca API, opções de integração, treinamento de autoconfiguração e muito mais. Software de seguro para agentes gerais de gerentes, administradores de programas e transportadoras. Administra classificação, emissão, gestão de documentos, faturamento, sinistros, portais de clientes e muito mais.
Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more. Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more.
Finaeo's digital marketplace provides advisors, their clients and insurance carriers the technology needed to thrive in a digital era. Finaeo's technology streamlines insurance applications to help advisors go from "prospect-to-policy" on one digital platform, while providing carriers with access to tools that help create on-the-fly e-apps, automated underwriting models and transformation technology. Finaeo is a digital marketplace that connects insurance carriers, advisors and their clients to streamline policy fulfillment.
A digital web base solution to Insurance Broker(s) and insurance agent(s). 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, Finance , HR, customer invoicing and MI reports that helps analyzing business at your finger tips. Web based Insurance Broker(s) and insurance agent(s) Business management solution at a single server license with unlimited users.
As an all-in-one cloud-based solution, BindHQ enables its users to work any time, anywhere, and on any device, and provides configurable and intuitive business workflows that reflect how specialty insurance intermediaries need to conduct business in the 21st century. With a robust reporting capability, fully integrated accounting and compliance modules, and modern user interface designed for simplicity, BindHQ empowers agency owners to transform the way they do business. BindHQ is a SaaS technology provider focused on building and delivering the software, tools, products and insights required to supercha
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.
NextAgency saves you time, money, and clients by delivering a modern agency management system featuring CRM, marketing, and commission management tools. Built for life and health agencies, NextAgency is easy to personalize for your agency. Secure and safe, agencies using the software benefit from organized and easy-to-access prospect, client, carrier, and policy information. They keep their commitments with automated workflows, tasks, and personalized timelines. Includes a 14-day free trial. Health and life insurance agency management system with CRM, marketing, and commission tools. No long-term commitment required.
ePayPolicy is on a mission to eliminate paper checks from the independent agent's workflow. Our simple, insurance-centric solution lets you collect credit card and ACH payments and send funds across the industry. Beyond collections, youll have access to a variety of features to streamline accounting operations, including integrating payments into management systems like AMS360, Applied CSR24, Veruna, and many many more. The indie agent solution to collect digital payments for all your agency bill polices! No contract, no hidden costs, only $20 a month.
Features a calendar, reminders for employees, task lists, reports, logs, and more. Features a calendar, reminders for employees, task lists, reports, logs, and more.
Partner Platform's best-in-class agency management system is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you'll find Partner Platform is supported by a team that you can count on and lives their values of being a partner. Partner Platform's best-in-class management system is praised by clients for its ease of use, breadth of capabilities, & affordability.
The i2go insurance software is a powerful, modular and easily integrated system, built for you on cutting edge technologies. Simplifying complex process' and allowing for automation and configurability , it performs seamlessly on all digital platforms. Our unique business model allows you to invest in best-of-breed solution through a low-risk partnership. Returns are guaranteed whether you choose our individual modules or go full-suite. Plug & Play cloud based quote-to-bind insurance management system. Designed for Insurers & Digital Platforms of all sizes.
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.
AgencyZoom is your all-in-one solution for managing leads, tracking sales, onboarding customers, Google reviews 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. Easy to use sales and automation solutions for P&C Insurance Agencies to help increase sales and grow retention.
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. AgentCubed provides the single solution for insurance agencies, combining multiple management solutions into one platform.
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.
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.
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.
Enhance the customer experience, eliminate the redundancy, end the frustration. Broker Buddha transforms applications and renewals to make your agency more efficient and profitable. On a platform customized with your own agency branding, you can automate tasks, send forms with pre-loaded information, and knock down road blocks. Eliminate PDFs or endless email chains and replace them with a seamless, simplified journey for both the insured and your agents. Cloud-based software that saves time and enhances the customer experience with interactive, customer-friendly, online smart forms.
Health and Life Insurance Agency Management Software developed in conjunction with administrators, agents, and owners of health and life insurance agencies to automate their workflow and optimize their resources, including the security and privacy their agents and clients demand. Our Software also provides powerful marketing tools to generate new leads and contact your clients via email and SMS. Schedule a demo with one of our experts and let technology do the heavy work for you! Insurance management software that provides powerful tools to automate your business, calculate commissions, generate leads, and more.
Trucking, Transportation, and Commercial Specialists! Are you a Trucking Broker? Having difficulty managing your endorsements, certificates, and agency workflow? We can offer you a solution! East to use accounting. Do you write Liability with 1 GA, PD with another & MTC with another all premium financed? Drag & drop from Outlook in seconds. Specializing In: agency billing, premium finance, commission tracking, account current statements, and carrier access. Cloud or local based. Since 1995 Trucking, Transportation, and Commercial Specialists! Are you a Trucking Broker? We can help! Cloud or local based. Since 1995
Insurance agency management tool that helps users with document storage, commission tracking, endorsements, and more. Insurance agency management tool that helps users with document storage, commission tracking, endorsements, and more.
Insurance agency automation solution. Insurance agency automation solution.
Wrapbook is a financial services platform for employers and their project-based workers. Tackle timecards, payroll, and insurance with Wrapbook, a powerful and easy to use platform for managing productions. Finally, entertainment payroll and production management made easy. Wrapbook is a financial services platform for employers and their project-based workers.
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.
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.
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. Web-based solution that provides assistance with commercial insurance through workflow automation, client records, rewards and more.
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.
Online, CRM-based agency management system that includes features such as: SMS/text messaging for clients; mobile device access from personal 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. Agency management system with built-in marketing, text messaging, and more tools that let users manage clients, vendors, and employees.
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 time 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.
Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape. Agentero lets you optimize your book, work more efficiently, and deliver a better experience to your policyholders. Learn more!
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.
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.
Web-based model management system with accounting capabilities for agencies and brokerage houses. Web-based model management system with accounting capabilities for agencies and brokerage houses.
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.
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
Xemplar Auto captures and analyzes driving behavior data that enables drivers on the policy to reduce unsafe driving habits and prevent accidents. Insurers can now get deeper insights into their book of business and take preventive measures to lower loss ratios, while simultaneously launching pay-per-mile or other UBI products. Xemplar Autos smartphone-based telematics allows personal auto insurers to launch innovative pay-per-mile and other UBI products.
Insurance agency management software; client services, ACORD forms, accounting, reports, and more. Insurance agency management software; client services, ACORD forms, accounting, reports, and more.
Cloud-based solution that assists with claims processing through customer engagement, business intelligence, data management and more. Cloud-based solution that assists with claims processing through customer engagement, business intelligence, data management and more.
Premium audit application; presents all the screens necessary to capture audit data in a linear fashion. Premium audit application; presents all the screens necessary to capture audit data in a linear fashion.
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!
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
Very easy to implement and learn, this software improves workflow and automates all necessary tasks. Very easy to implement and learn, this software improves workflow and automates all necessary tasks.
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. 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.
Modular system with role-based functionality that could be adjusted to individual brokers or company team leads. Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.
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 Loan management tool that helps businesses with commission advances, insurance premiums, and financing of vehicle service contracts.
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.
We understand that independent insurance agents often struggle to retain customers while working hard to sell new policies. Solve these problems while increasing profit with our online software solution. Powerful, easy to use, agency management software with all of the features and tools agents want and expect.
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
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
An all-in-one claims management & benchmarking system that streamlines claims-related operations & makes adjusters lives easier. TerraClaim offers 2 tools that simplify claims-related operations. They're powerful alone, but even better when used together.
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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. Insurance agency management solution that enables businesses to manage claims, commissions, contacts, and more.
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Internet-based Agency Management System. Allows agents to quote, rate and issue policies online. Internet-based Agency Management System. Allows agents to quote, rate and issue policies online.
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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.
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Provides policy maintenance, premium accounting, general ledger reporting, premium statistical, and more. Provides policy maintenance, premium accounting, general ledger reporting, premium statistical, and more.

TIA

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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.
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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.
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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.
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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.
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Suite of front office solutions for the property & casualty market. Suite of front office solutions for the property & casualty market.
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Generate custom group insurance proposals from any computer via the internet. Generate custom group insurance proposals from any computer via the internet.
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Comprehensive, client-oriented, online, real-time administration system. Comprehensive, client-oriented, online, real-time administration system.
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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.
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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.
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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.
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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.
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Insurance software system with underwriting, claims, accounting and reporting functions. Insurance software system with underwriting, claims, accounting and reporting functions.
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Enables a full coverage of business intelligence needs of an insurance company. Enables a full coverage of business intelligence needs of an insurance company.
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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.
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ForeSight is an intuitive and responsive sales illustration solution that supports key aspects of the insurance sales process for multiple lines of business across diverse distribution channels, advancing the way insurance and retirement products are quoted, illustrated, and sold. ForeSight makes it easy for your sales force to quickly and efficiently sell products. ForeSight® is an intuitive illustration platform that supports the illustration sales process for multiple lines of business.
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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
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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.
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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.
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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.
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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.
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Internet-based insurance agent administration system for policy underwriting. Internet-based insurance agent administration system for policy underwriting.