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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NextAgency for Health & Life Insurance
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 to you 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 and much more. Learn more about 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. Learn more about NextAgency for Health & Life Insurance
FreeAgent Insurance CRM

FreeAgent Insurance CRM

by FreeAgent Network

(23 reviews)
Insurance CRM thats actually easy to use so you can spend more time on whats important to you. Its designed to work a lot like email, but way better. You can finally ditch Excel. We provide a complete solution to manage your book of business and keep your policy holders happy. And it all happens automatically. We match all of your emails to the right Contacts and connect them to the right Contracts, Carriers, and Policies. You can add pictures, attach files, add notes, and way more. Learn more about FreeAgent Insurance CRM Increase renewals and drop attrition with all-in-one Insurance CRM: sales, marketing and customer service. Learn more about FreeAgent Insurance CRM
AgencyBloc 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. Learn more about 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. Learn more about AgencyBloc for Health & Life Insurance
NowCerts

NowCerts

by NowCerts

(52 reviews)
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 Learn more about NowCerts The new benchmark in insurance agency management: Secure, Intelligent, Intuitive, Affordable. Everything you need - nothing you don't! Learn more about NowCerts
Canary AMS

Canary AMS

by TechCanary

(12 reviews)
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. Learn more about Canary AMS Tech Canary is a technology company that provides software solutions specifically to insurance agencies and agents. Learn more about Canary AMS
AgentCubed

AgentCubed

by AgentCubed

(8 reviews)
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. Learn more about AgentCubed AgentCubed provides the single solution for insurance agencies, combining multiple management solutions into one platform. Learn more about AgentCubed
PhoneBurner

PhoneBurner

by PhoneBurner

(75 reviews)
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. Learn more about PhoneBurner Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales. Learn more about PhoneBurner
Velocity

Velocity

by VRC Insurance Systems

(13 reviews)
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. Learn more about Velocity Insurance software for MGAs, Program Admins & Carriers. Handles rating, issuance, doc. mgmt, billing, claims, client portals and more. Learn more about Velocity
Agency Master

Agency Master

by Agency Master Insurance Software

(5 reviews)
COMMERCIAL SPECIALISTS! Trucking, Equine, Aviation, 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, ACORD Forms, carrier access, integration with AeroQuote & more! CLOUD or LOCAL BASED Learn more about Agency Master CLOUD or LOCAL BASED: Agency Master is Designed for Trucking, Aviation, Equine, General Commercial, & Specialty Lines! Learn more about Agency Master
Jenesis Software

Jenesis Software

by Jenesis Software

(31 reviews)
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. Learn more about Jenesis Software With Jenesis agency management system and JenesisWeb website design, we handle all your agency needs. Learn more about Jenesis Software
AgencyZoom

AgencyZoom

by AgencyZoom

(6 reviews)
Every day thousands of agencies use AgencyZoom to turbocharge their business. Designed for agency owners, by agency owners, AgencyZoom is like rocket fuel for P&C agencies. AgencyZoom is built to ignite growth by increasing sales and retention, automating routine tasks, efficiently onboarding new business, motivating producers and increasing Life and Health production. What will a little rocket fuel do for your agency? Try AgencyZoom free for 30 days and find out! Learn more about AgencyZoom Boost Sales + Increase Retention with AgencyZoom - the revolutionary sales management tool built especially for insurance agencies. Learn more about AgencyZoom
Commission Tracker for Insurance
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. Learn more about Commission Tracker for Insurance Tracks and reports all commissions, bonuses and overrides due to each agent as well as policy and agent information. Learn more about Commission Tracker for Insurance
Sentry

Sentry

by Sentry IMS

(14 reviews)
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. Learn more about Sentry We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable. Learn more about Sentry
BindHQ

BindHQ

by Owsy

(4 reviews)
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. Learn more about BindHQ Web-based Agency Management system for P&C focused MGA's . Intuitive, scalable and secure software that helps you organize your agency. Learn more about BindHQ
Market Quest For Insurance

Market Quest For Insurance

by Market Focus

(1 review)
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. Learn more about Market Quest For Insurance Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized. Learn more about Market Quest For Insurance
Ytel

Ytel

by Ytel

(21 reviews)
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. Learn more about Ytel API and Cloud contact center solutions. Ideal for large scale multi-channel campaigns and customer care. Learn more about Ytel
NOBL - Policy Managment

NOBL - Policy Managment

by PAULMAR Software

(0 reviews)
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. Learn more about NOBL - Policy Managment SaaS cloud solution for the automation of P&C insurance agencys trust account. Learn more about NOBL - Policy Managment
Bitrix24

Bitrix24

by Bitrix

(245 reviews)
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. Learn more about Bitrix24 Bitrix24 #1 free insurance agency management platform. Used by 4 million teams. Cloud, mobile, open source. Learn more about Bitrix24
SISE

SISE

by SISTRAN

(0 reviews)
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.
PREMIA

PREMIA

by 3i Infotech

(0 reviews)
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.
GreenWave

GreenWave

by SPI Software Solutions

(1 review)
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.
GIMS

GIMS

by Tritech Financial Systems

(0 reviews)
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.
Sircon

Sircon

by Sircon

(0 reviews)
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.
EZLynx

EZLynx

by EZLynx

(19 reviews)
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.
INSIS

INSIS

by Fadata

(1 review)
Information system for all fields of insurance; policy administration and claims settlement. Information system for all fields of insurance; policy administration and claims settlement.
IIBS

IIBS

by Asian Business Solutions

(0 reviews)
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.
FormFire

FormFire

by FormFire

(0 reviews)
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.
Agency Matrix

Agency Matrix

by Agency Matrix

(11 reviews)
Insurance agency management software that allows you to manage your book of business, your staff and your office from anywhere. Insurance agency management software that allows you to manage your book of business, your staff and your office from anywhere.
Broksy

Broksy

by Bitwize

(0 reviews)
Cloud based solution made solely for insurance brokers to manage your clients, leads, and policies. Cloud based solution made solely for insurance brokers to manage your clients, leads, and policies.
Veruna

Veruna

by Veruna

(0 reviews)
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.
QQCatalyst

QQCatalyst

by QQ Solutions

(11 reviews)
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.
Profida

Profida

by Computer Science Software

(0 reviews)
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.
SIBRO

SIBRO

by Protracked

(3 reviews)
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.
Insly

Insly

by Insly

(15 reviews)
Insly is the best insurance intermediary software solution on the market created by 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. Saving time and making more money on insurance, that's what Insly solutions are all about. We have over a decade of experience making insurance easy to use and understand, from providers to end-users. We make insurance broker & agent software easy to understand, manage and buy
Insurance Noodle

Insurance Noodle

by Insurance Noodle

(3 reviews)
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.
Brokerage Builder

Brokerage Builder

by Zywave

(9 reviews)
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.
INSXCloud

INSXCloud

by My1HR

(1 review)
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.
Amsoft

Amsoft

by Hoffman Computer Systems

(0 reviews)
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.
InsurancePro

InsurancePro

by Insurance Technologies

(0 reviews)
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.
Imprezzio

Imprezzio

by Imprezzio

(0 reviews)
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
Applied Epic

Applied Epic

by Applied Systems

(25 reviews)
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.
Rocket Referrals

Rocket Referrals

by Rocket Referrals

(46 reviews)
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.
The Administrator

The Administrator

by LIDP Consulting Services

(0 reviews)
Comprehensive, client-oriented, online, real-time administration system. Comprehensive, client-oriented, online, real-time administration system.
ACAExpress

ACAExpress

by ACAExpress

(53 reviews)
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.
FirstGen

FirstGen

by NTT DATA FA Insurance Systems

(0 reviews)
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
BriteCore

BriteCore

by Intuitive Web Solutions

(0 reviews)
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.
A1 Tracker

A1 Tracker

by A1 Enterprise

(34 reviews)
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.
Eclipse

Eclipse

by North American Software Associates

(1 review)
Advanced, multi-line management system that is complete, comprehensive, fully integrated, easy-to-learn and practical. Advanced, multi-line management system that is complete, comprehensive, fully integrated, easy-to-learn and practical.
Policy Pro

Policy Pro

by RMT Technology

(0 reviews)
Insurance broker management system, CRM & financials. Insurance broker management system, CRM & financials.
Snappii Mobile Apps

Snappii Mobile Apps

by Snappii Apps

(46 reviews)
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.
mPACS

mPACS

by Mandon Software

(5 reviews)
Over 15 years providing 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 Provides a complete solution for managing your insurance agency
Agency Systems

Agency Systems

by Agency Systems

(4 reviews)
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.
InsPal

InsPal

by InsPal

(1 review)
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.
Cloudia Assistant

Cloudia Assistant

by Cloudia Assistant

(1 review)
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.
Applied Rater

Applied Rater

by Applied Systems

(27 reviews)
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.
Partner XE

Partner XE

by SIS

(3 reviews)
Increases your agents productivity while increasing customer experience. Increases your agents productivity while increasing customer experience.
Agent Intelligence

Agent Intelligence

by Online Database Solutions

(2 reviews)
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.
Vertafore Agency Platform

Vertafore Agency Platform

by Vertafore

(2 reviews)
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. Vertafore Agency Platform Enabling modern agencies to retain customers, maximize profitability, and successfully manage all lines
AccuAgency

AccuAgency

by Assurance Systems

(4 reviews)
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.
Impact

Impact

by RiskFree

(0 reviews)
Web-based risk insurance and back office software for the insurance sector. Web-based risk insurance and back office software for the insurance sector.
RedHead Mobile Apps

RedHead Mobile Apps

by RedHead Mobile Apps

(1 review)
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.
OPUS

OPUS

by OMNIX Software Solutions

(0 reviews)
Internet-based insurance agent administration system for policy underwriting. Internet-based insurance agent administration system for policy underwriting.
eVo

eVo

by Evolution Agency Management

(0 reviews)
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.
EbixASP

EbixASP

by Ebix

(2 reviews)
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.
Agency Anywhere

Agency Anywhere

by Choices Software

(1 review)
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
Insureqlik

Insureqlik

by Insureqlik

(0 reviews)
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.
HawkSoft CMS

HawkSoft CMS

by HawkSoft

(42 reviews)
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.
ISI Enterprise

ISI Enterprise

by Insurance Systems

(12 reviews)
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.
Aspire

Aspire

by Impowersoft

(3 reviews)
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.
InsuranceDrip

InsuranceDrip

by Xeddi

(2 reviews)
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.
Nexsure Agency Management

Nexsure Agency Management

by XDimensional Technologies

(2 reviews)
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.
The Agency Advantage

The Agency Advantage

by Advantage Information Systems

(1 review)
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.
Automated Group Benefits

Automated Group Benefits

by AGB Business Services

(0 reviews)
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.
Bonus 2000

Bonus 2000

by Vanguard Business Systems

(0 reviews)
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.
TIS

TIS

by Comtec Global

(0 reviews)
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.
Agency Impact

Agency Impact

by Agency Impact

(0 reviews)
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.
InsuredHQ

InsuredHQ

by InsuredHQ

(0 reviews)
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
IMS I

IMS I

by Xanatek

(12 reviews)
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.
Agency Access Pro

Agency Access Pro

by Agency Access Pro

(1 review)
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!
ABS

ABS

by Agency Business Systems

(1 review)
Features a calendar, reminders for employees, task lists, reports, logs, and more. Features a calendar, reminders for employees, task lists, reports, logs, and more.
ClearAgent

ClearAgent

by Datum Solution

(0 reviews)
Complete insurance agency management with billing, endorsements, renewals, claims, payables, receivables, general ledger and more. Complete insurance agency management with billing, endorsements, renewals, claims, payables, receivables, general ledger and more.
Core

Core

by Open GI

(0 reviews)
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
LTS Pro

LTS Pro

by Business Assistant

(0 reviews)
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.
RightCalc

RightCalc

by Kaleida

(0 reviews)
Cloud-hosted software for real-time underwriting, rating and price distribution across multiple sales channels. Cloud-hosted software for real-time underwriting, rating and price distribution across multiple sales channels.
SEI CRM

SEI CRM

by Everlabs

(0 reviews)
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.
AdminSeg

AdminSeg

by ArWebs.Net

(7 reviews)
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.
Ozone Insuria

Ozone Insuria

by Ozone United

(7 reviews)
Ozone Insuria- easy to use Insurance Brokers Management Software designed and developed at par with business specific demands of the insurance brokers/ agents. nsuria, Insurance Management System provides a powerful software tool for small, medium and large insurance broker houses, administrators to underwriting Managers. It is a fully automated system which keeps a uniform track of insurance brokerage transactions, accurate reports, Finance management, Human Resource management etc. Ozone Insuria is a cloud/server based Insurance Brokers ERP used by insurance brokers to manage transactions, reports, financials etc.
AgencyIntel

AgencyIntel

by Intruity

(5 reviews)
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.
Gen4 Agency Management

Gen4 Agency Management

by Gen4 Systems

(4 reviews)
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. An all-in-one agency software solution.
Insuraccess

Insuraccess

by WEBCBG

(2 reviews)
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.
Insurital

Insurital

by Insurital

(2 reviews)
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
InsureCert

InsureCert

by InsureCert Systems

(2 reviews)
Ultra-advanced API enabled e-commerce rating engine for insurance. Build configurable multi-line quotes, accept credit cards, crypto-payments, generate certificates and much more. Adaptable and intelligent, InsureCert can take your InsureTech ideas and turn them into reality. Call us at 1-800-557-3347 InsureCert is a scalable cloud-based e-commerce enabled policy management & cert platform that turns InsurTech ideas into reality.
Agency AutomationTEAM

Agency AutomationTEAM

by Agency AutomationTEAM

(1 review)
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.
Third Eye

Third Eye

by Third Eye Solutions

(1 review)
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.
AgencyForce

AgencyForce

by AgencyForce

(1 review)
User Friendly CRM made specifically for the Independent Insurance Broker User Friendly CRM made specifically for the Independent Insurance Broker
QUILT

QUILT

by InsuranceIsland.com

(0 reviews)
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.
Odyssey Management System

Odyssey Management System

by Insurance Technology Consultants

(0 reviews)
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

TIA

by TIA Technology

(0 reviews)
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.
Special Agent

Special Agent

by Special Agent

(0 reviews)
Insurance agency management software; client services, ACORD forms, accounting, reports, and more. Insurance agency management software; client services, ACORD forms, accounting, reports, and more.
ARS Manager

ARS Manager

by Agency Rating Systems

(0 reviews)
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.
FINEOS 4.0

FINEOS 4.0

by FINEOS

(0 reviews)
Suite of front office solutions for the property & casualty market. Suite of front office solutions for the property & casualty market.
SimpleInsure

SimpleInsure

by SimpleSolve

(0 reviews)
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.
pasCarrier

pasCarrier

by Policy Administration Solutions

(0 reviews)
Full policy, claims, and accounting solution for carriers. Full policy, claims, and accounting solution for carriers.
The Tricast Suite

The Tricast Suite

by Tricast

(0 reviews)
Enables a full coverage of business intelligence needs of an insurance company. Enables a full coverage of business intelligence needs of an insurance company.
ForeSight

ForeSight

by Insurance Technologies

(0 reviews)
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.
AgentMethods Website Builder

AgentMethods Website Builder

by AgentMethods

(0 reviews)
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.
SohamLife

SohamLife

by Dream Tekis Software

(0 reviews)
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.
Arkus POS

Arkus POS

by Arkus Software Solutions

(0 reviews)
Web-enables insurance carriers' most vital processes, like: policy admin, real time rating, underwriting and more. Web-enables insurance company's most vital processes, like policy admin, sales and much more.
All Lines Policy Processing System

All Lines Policy Processing System

by AGO Insurance Software

(0 reviews)
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.
Astonish

Astonish

by Astonish Results

(0 reviews)
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.
Cratchit LTX

Cratchit LTX

by Systeme Software

(0 reviews)
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.
AgencyOffice

AgencyOffice

by Norvax

(0 reviews)
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.
Solartis Platform

Solartis Platform

by Solartis

(0 reviews)
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.
TL LeadManager

TL LeadManager

by Senior Direct

(0 reviews)
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 Insurance Software

Securum Insurance Software

by eGoVisa Services

(0 reviews)
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
AGEman Office

AGEman Office

by AGEman Solutions

(0 reviews)
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.
F2F Video Insurance Solution

F2F Video Insurance Solution

by Rank Consultancy

(0 reviews)
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
BROKERCORE

BROKERCORE

by Brokercore

(0 reviews)
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.
COREFIN Broker Solution

COREFIN Broker Solution

by Corefin

(0 reviews)
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

ESKA Insures

by ESKADENIA Software

(0 reviews)
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
InsPro Enterprise Platform

InsPro Enterprise Platform

by InsPro Technologies

(0 reviews)
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.
Employee Navigator

Employee Navigator

by Employee Navigator

(37 reviews)
Employee Navigator is benefits HR and compliance software for brokers and their clients. With Employee Navigator brokers can now offer their clients a sing solution to manage everything from benefits administration to onboarding and PTO & vacation tracking. Best of all, because the system is self-service we were able to lower the costs of the technology by over 90%, putting first class technology in the hands of every broker and employer in the United States. Employee Navigator is benefits HR and compliance software for brokers and their clients.
Surefyre

Surefyre

by Surefyre Systems

(14 reviews)
Surefyre is the platform that insurance runs on. Our software is used by insurers to work directly with agents, capture business, underwrite, manage policies, handle claims, 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. Surefyre enables insurers and agents to easily connect and do business without thinking about technology.
Indio Technologies

Indio Technologies

by Indio Technologies

(9 reviews)
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 4,000 digital smart insurance forms and applications, an auto-generated proposal tool, an 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
tigerlab i2go Insurance Software
The i2go insurance software is a powerful and integrated system, built for you on cutting edge technologies. Being simple yet intuitive it performs seamlessly on all digital platforms. Our unique business model allows you to invest in best-of-breed solution through a risk-free partnership. Returns are guaranteed whether you choose our individual modules or go full-suite. i2go is the worldwide solution for Insurance Companies, Underwriting Agencies, MGAs, Brokers and Banks.
eHealthApp

eHealthApp

by eHealthApp

(3 reviews)
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.
InsuredMine

InsuredMine

by InsuredMine

(2 reviews)
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.
C2MS Insurance ERP Software

C2MS Insurance ERP Software

by Buckhill

(1 review)
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.
CallidusCloud - Producer Pro

CallidusCloud - Producer Pro

by CallidusCloud

(1 review)
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.
Xemplar Auto

Xemplar Auto

by Xemplar Insights

(1 review)
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.
InsurancePlus

InsurancePlus

by United Systems and Software

(0 reviews)
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.
Polygonal

Polygonal

by City Computers

(0 reviews)
Insurance software system with underwriting, claims, accounting and reporting functions. Insurance software system with underwriting, claims, accounting and reporting functions.
EZ-Audit

EZ-Audit

by InsuraTek

(0 reviews)
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.
Insurance Management System

Insurance Management System

by Concord Information Systems

(0 reviews)
Manages submissions and quotes, policies and premiums, claims, losses payable and premiums receivable. Manages submissions and quotes, policies and premiums, claims, losses payable and premiums receivable.
Insurance Policy Administration
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.
Quotepro

Quotepro

by Quotepro

(0 reviews)
A suite of solutions that manages finance, compares rates, and produces accurate quotes quickly. A suite of solutions that manages finance, compares rates, and produces accurate quotes quickly.
Insurance Program

Insurance Program

by Insurance Software Services

(0 reviews)
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.
Bridge Policy Administration

Bridge Policy Administration

by Oceanwide

(0 reviews)
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.
Broker Business Management System

Broker Business Management System

by Empirical Efficiency

(0 reviews)
The Broker Business Management System is a cloud platform that allows an insurance broker to securely operate his business from anywhere and with any device. This system has a unique interface that is user friendly , is flexible and powerful. Use the BBMS to manage submissions, renewals, tasks, clients, billing, correspondence, reporting and so much more. There is no billing information required upon registration and every agency gets a free 45 day trial period. BBMS is a cloud platform that allows an insurance broker to securely operate his business from anywhere with any device
OWLS

OWLS

by OWLS

(0 reviews)
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.
Insurance Systems

Insurance Systems

by Insuraxe Solutions

(0 reviews)
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.
QwikSubmit

QwikSubmit

by GST Software

(0 reviews)
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

Msg Life

by Msg Life

(0 reviews)
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
AML Risk Manager

AML Risk Manager

by Fiserv

(0 reviews)
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.
Macaw

Macaw

by Nest Innovative Solutions

(0 reviews)
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.
Insurance Agent Management System

Insurance Agent Management System

by Mobinsure Software

(0 reviews)
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.
VIO - Virtual Insurance Office
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.
Prime Insurance Suite

Prime Insurance Suite

by Prise

(0 reviews)
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
Basic Advisor

Basic Advisor

by BASIC

(0 reviews)
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.
CIGMA

CIGMA

by Artemis Solutions

(0 reviews)
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.
Majesco

Majesco

by Majesco

(0 reviews)
Majescos software for L&A, Health, Pensions and Group helps carriers Majescos software for L&A, Health, Pensions and Group helps carriers
Effisoft

Effisoft

by Effisoft

(0 reviews)
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.
AgentOne

AgentOne

by iPipeline

(0 reviews)
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.
Mindware Insurance Agency System

Mindware Insurance Agency System

by Mindware Systems

(0 reviews)
Complete solution for insurance agencies that allows you to easily create quotes and policies. Complete solution for insurance agencies that allows you to easily create quotes and policies.
JET Insure

JET Insure

by JET Health Solutions

(0 reviews)
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.
my insurer

my insurer

by Stark Group

(0 reviews)
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
capteus

capteus

by Capteus

(0 reviews)
Cost-effective and powerful cloud solution designed to meet the needs of captive insurance companies. Cost-effective and powerful cloud solution designed to meet the needs of captive insurance companies.
Digital Payments

Digital Payments

by One Inc

(0 reviews)
Digital payment processing Digital payment processing
RateFactory

RateFactory

by RateFactory

(0 reviews)
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.
BrokerEngage

BrokerEngage

by Benefitalign

(0 reviews)
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
Utocat

Utocat

by Utocat

(0 reviews)
Blockchain software editor for the banking and insurance sectors Blockchain software editor for the banking and insurance sectors
Quotall

Quotall

by Quotall

(0 reviews)
Cloud-based e-trading insurance software platform that enables Insurance Brokers, MGAs and Insurers to e-trade. Cloud-based e-trading insurance software platform that enables Insurance Brokers, MGAs and Insurers to e-trade.
SurePath Digital

SurePath Digital

by SuretyWave

(0 reviews)
Provides connectivity to sureties, agents, contractors and obligees for surety bond processing. Provides connectivity to sureties, agents, contractors and obligees for surety bond processing.
Auto Insurance Claim System

Auto Insurance Claim System

by KAEM Technologies

(0 reviews)
This Software tracks all stages of an Auto Insurance Claim including payment due with reminder emails after TAT. Customization is also possible. KAEM - AICTMS Auto Insurance Claim Tracking and Management Software