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- Cloud, SaaS, Web (133)
- Dispositivi mobili - Android nativo (26)
- Dispositivi mobili - iOS nativo (25)
- Installazione eseguita - Mac (11)
- Installazione eseguita - Windows (47)
Caratteristiche
- Gestione contatti (104)
- Gestione dei preventivi (94)
- Gestione delle commissioni (93)
- Gestione di documenti (103)
- Gestione reclami (82)
- Insurance Policy Management (115)
- Monitoraggio cancellazioni (23)
- Preventivi / Stime (25)
- Property & Casualty (25)
- Valutazione del rischio assicurativo (66)
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Categorie correlate
Bitrix24, piattaforma di gestione delle compagnie assicurative gratuita nº 1. Utilizzato da 4 milioni di team in tutto il mondo. Cloud, mobile e open source. CRM gratuito, pianificazione degli appuntamenti, gestione delle agenzie, preventivi, fatture, contratti, e-mail marketing, calendari e altro. Ulteriori informazioni su Bitrix24
Bitrix24, piattaforma di gestione delle compagnie assicurative gratuita nº 1. Utilizzato da 4 milioni di team. Cloud, mobile e open source. Ulteriori informazioni su Bitrix24
Macaw è una piattaforma di gestione delle compagnie assicurative che supporta i processi end-to-end per MGA e broker delle linee P&C, coprendo aree quali CRM, vendite, selezioni dei rischi, servizi, reclami e contabilità. La soluzione offre un sistema di gestione dei documenti, regole e componenti per il flusso di lavoro integrati. Comprende varie integrazioni comuni incorporate, ad esempio gateway di pagamento, firma digitale ed e-mail marketing di massa. I portali di clienti, produttori e gestori consentono ai vari soggetti interessati di servirsi autonomamente. Ulteriori informazioni su Macaw
Macaw è un AMS assicurativo che supporta processi end-to-end per MGA e broker in linee P&C, coprendo aree quali CRM, vendite, servizio e contabilità. Ulteriori informazioni su Macaw
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!
Indio empowers P&C insurance agencies and their clients by turning the application and renewal process into a fully digital, modern customer experience. We make it fast, easy, and E&O free, saving agencies time and money. The white-labeled platform comes pre-loaded with a library of 5,000 digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing.
Indio simplifies the P&C insurance application and renewal process for agents by creating a fully digital, modern customer experience.
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.
With Jenesis agency management system and JenesisWeb website design, we handle all your agency needs.
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.
On-premise and cloud-based agency management system, providing automation capabilities to the business. The system offers a single, open application with integrated capabilities to manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.
Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting.
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.
AgencyBloc is a web-based agency management system that provides the necessary tools to organize your health or life insurance agency.
We work with insurance agencies to automate referrals, retention, and online reviews. Find & leverage your most loyal clients 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.
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 is a leading Mobile Apps and form apps company. About 500,000 people use Snappii Business Apps in 30+ Industries.
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.
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.
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.
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.
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.
Tracks and reports all commissions, bonuses and overrides due to each agent as well as policy and agent information.
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.
CRM per il settore assicurativo di facile utilizzo, che ti consente di dedicare più tempo alle cose importanti. Progettato per funzionare con le stesse modalità dell'e-mail, ma con maggiore efficienza, ti consentirà di abbandonare finalmente Excel. Si tratta di una soluzione completa per gestire il tuo registro d'impresa e rendere felici i tuoi assicurati. Il tutto in modo automatico. Questo software abbina tutte le e-mail ai contatti giusti e li collega a contratti, gestori e a normative corrette. Potrai aggiungere immagini, allegare file, inserire note e molto altro ancora.
Fai crescere il numero dei rinnovi e ostacola gli abbandoni con il CRM per assicurazioni all-in-one: vendite, marketing e servizio clienti.
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.
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.
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.
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.
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.
Insurance software for MGAs, Program Admins & Carriers. Handles rating, issuance, doc. mgmt, billing, claims, client portals and more.
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
Finaeo is a FREE cloud-based digital assistance platform that enables insurance advisors to save time, stay compliant, and streamline their systems to be efficient. Advisors that #RunAdvising with Finaeo has total control over their client relationships, back-office administration, product mix & data.
Finaeo, a FREE Digital Assistance platform built for Advisors by Advisors automates back office admin powered by a custom-built CRM.
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, 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.
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.
Agency management system for employee benefits. Centralize client information, generate RFPs, and track commissions and variance. Real time system data reporting. Integrates with Microsoft Office Suite.
Agency management system for employee benefits. Centralize client information, generate RFPs, and track commissions and variance.
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.
Health and life insurance agency management system with CRM and commission tools for brokers with free benefit software for clients.
Insly is the simplest policy administration system on the market created by a team with a long insurance tech background.
It covers all the basics brokers and agents need: you can easily store customer and policy information, email documentation, bill your clients, know how much commission and fee revenue you have earned, track claims and much more.
Getting started takes less than 2 minutes and there are no upfront costs!
We make insurance broker & agent software that's easy to adopt and easy to use.
Il software per le assicurazioni i2go è un sistema potente e integrato, creato per te utilizzando tecnologie all'avanguardia. Essendo semplice, ma intuitivo, funziona perfettamente su tutte le piattaforme digitali. Il modello di business di i2go ti consente di investire nelle migliori soluzioni, attraverso una partnership priva di rischi. I ritorni sono garantiti indipendentemente dal fatto che tu scelga i moduli singoli del software o acquisti la suite completa.
i2go è la soluzione mondiale per le compagnie assicurative, le agenzie di intermediazione, le multinazionali, i broker e le banche.
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.
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.
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.
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.
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.
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.
Insurance CRM / CSM for intermediaries and a smart mobile wallet app for their policyholders
Insurance CRM / CSM for intermediaries and a smart mobile wallet app for their policyholders
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
COMMERCIAL TRUCKING | CLOUD or LOCAL BASED: Also - Aviation, Equine, General Commercial, & Specialty Lines!
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.
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.
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.
Web-based Agency Management system for P&C focused MGA's . Intuitive, scalable and secure software that helps you organize your agency.
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.
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.
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.
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.
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.
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.
Evolve developed an Incentive Compensation Management (ICM) solution in 2009 to automate the increasingly complex commission calculations of insurance carriers, primarily in the health care sector. Today, EvolveICM stands alone as the industrys most flexible and robust commissions solution, servicing all lines of business and all sales channels. In 2019 Evolve released a full suite of additional modules to support the entire sales channel management process under the new EvolveNXT umbrella.
EvolveNXT helps large insurance carriers manage, automate and monitor their sales compensation data.
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
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.
BluInsurance streamlines the prospect to closed-policy process for the modern commercial agent and broker. It starts by providing agents with online forms that they can send to clients to automatically collect customer data. From there, an agent uses BluInsurance to automatically prepare a market quote and send to selected markets. Finally, BluInsurance provides an easy-to-use interface to track and record feedback from your markets. This is all coupled with advanced analytics.
BluInsurance provides data collection forms, quote preparation, and market feedback tracking for commercial agents and brokers
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.
Features a calendar, reminders for employees, task lists, reports, logs, and more.
Features a calendar, reminders for employees, task lists, reports, logs, and more.
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
Software to manage proof of compliance to financial regulations, loan origination, manage a loan portfolio and generate client letters.
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.
Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized.
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.
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.
An auto insurance solution that improves customer experience and risk management for drivers.
An auto insurance solution that improves customer experience and risk management for drivers.
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
At Agentero we believe in simple and smart solutions for complex problems. Our big and bold mission is to digitize and simplify the distribution of insurance.
Our Analytics and Mobile solutions empower independent insurance agents to:
- Win new business opportunities by leveraging predictive modeling
- Deliver superior customer service and maximize client value
We bring teams, tools, and data together to drive growth with happy clients. All in one platform!
Agentero empowers independent insurance agents to win new business opportunities and provide superior customer service. Learn more!
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.
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.
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.
Insurance agency management software; client services, ACORD forms, accounting, reports, and more.
Insurance agency management software; client services, ACORD forms, accounting, reports, and more.
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.
Suite of front office solutions for the property & casualty market.
Suite of front office solutions for the property & casualty market.
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.
Comprehensive, client-oriented, online, real-time administration system.
Comprehensive, client-oriented, online, real-time administration system.
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.
Insurance software system with underwriting, claims, accounting and reporting functions.
Insurance software system with underwriting, claims, accounting and reporting functions.
Enables a full coverage of business intelligence needs of an insurance company.
Enables a full coverage of business intelligence needs of an insurance company.
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.