Insurance Agency Software

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 is an agency management system designed specifically for health and life insurance agencies. CRM, Commissions Processing, and Marketing Automation tools allow you to manage your entire agency in one place. Organize your agency, improve lead management, manage your book-of-business, uncover missed commissions, automate email campaigns, and more! 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

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

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 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

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 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

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

FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. With FileInvite you can set up reminders, templates and sync with your favorite cloud storage like Google Drive. Send a FileInvite Today! Learn more about FileInvite

Automate the process of collecting information and documents from your clients with our simple and secure interface. Learn more about FileInvite

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 insurance agency management system with CRM and commission tools for brokers with free benefit software for their clients. Learn more about NextAgency for Health & Life Insurance

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

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

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

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

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 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

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

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

Manage and grow your business more efficiently than ever with modern CRM software designed specifically for insurance agents and brokers. Surefyre is powerful and easy to use with essential features like automatic document generation, commission tracking, marketing automation, integrated dialer, third party integrations with Google and others, custom workflows, robust reporting, and much more. Getting started is easy and free with our 30 day trial. Learn more about Surefyre

Grow your business with modern insurance CRM software designed for agents, by agents. We know insurance, it's all we do! Learn more about Surefyre

A system that permits the service and administration of sales completely personalized through the telephone.

A system that permits the service and administration of sales completely personalized through the telephone.

Integrated insurance management solution that supports all functions of an insurance company on an integrated platform.

Integrated insurance management solution that supports all functions of an insurance company on an integrated platform.

Commission management software for the insurance industry.

Commission management software for the insurance industry.

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 serves the insurance industry by linking stakeholders via electronic communication and streamlined processes.

Sircon serves the insurance industry by linking stakeholders via electronic communication and streamlined processes.

Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.

Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.

Information system for all fields of insurance; policy administration and claims settlement.

Information system for all fields of insurance; policy administration and claims settlement.

Insurance brokerage system that delivers insurance coverage, collections, remittance, claims processing, and online financial reports.

Insurance brokerage system that delivers insurance coverage, collections, remittance, claims processing, and online financial reports.

A practical broker-centric technology that creates a streamlined digital pipeline for your agency.

A practical broker-centric technology that creates a streamlined digital pipeline for your agency.

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.

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's agency management solution is challenging independent insurance agents to walk away from the status quo and embrace change.

Veruna's agency management solution is challenging independent insurance agents to walk away from the status quo and embrace change.

Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.

Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.

Practice management solution aimed at insurance brokers (life, health and short term) and asset managers.

Practice management solution aimed at insurance brokers (life, health and short term) and asset managers.

User friendly software for insurance brokers,insurance agents and insurance broking company.

User friendly software for insurance brokers,insurance agents and insurance broking company.

We make insurance broker & agent software easy to understand, manage and buy

We make insurance broker & agent software easy to understand, manage and buy

Insureon Solutions is a market access provider for insurance agents.

Insureon Solutions is a market access provider for insurance agents.

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 allows brokers & agents to enroll customers on the FFM on the applicant's behalf, or invite them to complete the application.

INSXCloud allows brokers & agents to enroll customers on the FFM on the applicant's behalf, or invite them to complete the application.

Agency Management Software with policy tracking, full client accounting, commission tracking, coverage screens, etc.

Agency Management Software with policy tracking, full client accounting, commission tracking, coverage screens, etc.

Agency management system designed for independent insurance agencies and brokers.

Agency management system designed for independent insurance agencies and brokers.

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

The most widely used cloud-based agency management system in the world.

The most widely used cloud-based agency management system in the world.

We automate referrals, retention, & reviews for insurance agencies with intelligent touch-points & the best handwriting tech available.

We automate referrals, retention, & reviews for insurance agencies with intelligent touch-points & the best handwriting tech available.

Comprehensive, client-oriented, online, real-time administration system.

Comprehensive, client-oriented, online, real-time administration system.

Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.

Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.

Core General Insurance Policy Administrative System

Core General Insurance Policy Administrative System

All-in-one policy administration and insurance processing system designed for P&C carrier, MGA, and InsureTech companies.

All-in-one policy administration and insurance processing system designed for P&C carrier, MGA, and InsureTech companies.

Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.

Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.

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.

Insurance broker management system, CRM & financials.

Insurance broker management system, CRM & financials.

Snappii offers 400+ live business apps in 30 industries for every business. Get the mobile app for your business in days, not months.

Snappii offers 400+ live business apps in 30 industries for every business. Get the mobile app for your business in days, not months.

Provides a complete solution for managing your insurance agency

Provides a complete solution for managing your insurance agency

Complete Insurance agency management system. All download capabilities, ACORDS, submissions and integrates with most rating software.

Complete Insurance agency management system. All download capabilities, ACORDS, submissions and integrates with most rating software.

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.

CRM with lead tracking, quote engine and commission calculation included. Integrated dialer.

CRM with lead tracking, quote engine and commission calculation included. Integrated dialer.

Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time.

Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time.

Increases your agents productivity while increasing customer experience.

Increases your agents productivity while increasing customer experience.

Internet-based administration solution for the life insurance industry.

Internet-based administration solution for the life insurance industry.

Vertafore Agency Platform Enabling modern agencies to retain customers, maximize profitability, and successfully manage all lines

Vertafore Agency Platform Enabling modern agencies to retain customers, maximize profitability, and successfully manage all 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.

Web-based risk insurance and back office software for the insurance sector.

Web-based risk insurance and back office software for the insurance sector.

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.

Internet-based insurance agent administration system for policy underwriting.

Internet-based insurance agent administration system for policy underwriting.

Combining old and new trends, this software includes features like document management, T-filing, General Ledger, and a calendar.

Combining old and new trends, this software includes features like document management, T-filing, General Ledger, and a calendar.

Latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc. $250/yr per user

Latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc. $250/yr per user

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.

Insurance software platform that includes components for policy, rating and underwriting, billing, claims, print, CRM, and more.

Insurance software platform that includes components for policy, rating and underwriting, billing, claims, print, CRM, and more.

Recommended by 97% of agencies. The only agency management system that makes running your business more effective and enjoyable.

Recommended by 97% of agencies. The only agency management system that makes running your business more effective and enjoyable.

Integrated software solution that handles policy administration, claims, billing, accounting & reinsurance for P&C insurance companies.

Integrated software solution that handles policy administration, claims, billing, accounting & reinsurance for P&C insurance companies.

Web-based innovative CRM-based agency management system with built in marketing, text messaging, mobile application and more.

Web-based innovative CRM-based agency management system with built in marketing, text messaging, mobile application and more.

Turn-key, fully automated digital and social media marketing system for life insurance agencies.

Turn-key, fully automated digital and social media marketing system for life insurance agencies.

Nexsure is an innovative and comprehensive agency management platform for running, growing, and managing your insurance operations.

Nexsure is an innovative and comprehensive agency management platform for running, growing, and managing your insurance operations.

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.

General agent management software for the employee benefits business.

General agent management software for the employee benefits business.

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.

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.

Affordable web-based insurance agency management system designed for personal and commercial lines of business.

Affordable web-based insurance agency management system designed for personal and commercial lines of business.

Policy sales and administration in the cloud for insurers, brokers and agents - ideal for SME, microinsurance and small ticket markets

Policy sales and administration in the cloud for insurers, brokers and agents - ideal for SME, microinsurance and small ticket markets

Agency management with document imaging including ACORD, carrier, commission, claim download, and more.

Agency management with document imaging including ACORD, carrier, commission, claim download, and more.

Agency Management System software for your insurance agency that works!

Agency Management System software for your insurance agency that works!

Features a calendar, reminders for employees, task lists, reports, logs, and more.

Features a calendar, reminders for employees, task lists, reports, logs, and more.

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.

Transactor insurance software automates business processes and improves customer experience

Transactor insurance software automates business processes and improves customer experience

Management, marketing and tracking software designed to assist independent agents and agencies track and run their agency efficiently.

Management, marketing and tracking software designed to assist independent agents and agencies track and run their agency efficiently.

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.

Customer relationship management and accounting contracts system for insurance agents and brokers.

Customer relationship management and accounting contracts system for insurance agents and brokers.

Online Administration Software, ideal for Insurance Providers, Brokers, Agencies or any Insurance Professional.

Online Administration Software, ideal for Insurance Providers, Brokers, Agencies or any Insurance Professional.

Ozone Insuria is a cloud/server based Insurance Brokers ERP used by insurance brokers to manage transactions, reports, financials etc.

Ozone Insuria is a cloud/server based Insurance Brokers ERP used by insurance brokers to manage transactions, reports, financials etc.

Business management software for insurance agencies with CRM, lead management, and commission tracking capabilities.

Business management software for insurance agencies with CRM, lead management, and commission tracking capabilities.

An all-in-one agency software solution.

An all-in-one agency software solution.

A web portal for insurance brokers to improve international insurance program management and increase client satisfaction.

A web portal for insurance brokers to improve international insurance program management and increase client satisfaction.

Generate risk specific Applications, creates customer Proposals, Insurance Confirmations, Policy Declaration pages, Statement of Values

Generate risk specific Applications, creates customer Proposals, Insurance Confirmations, Policy Declaration pages, Statement of Values

InsureCert is a scalable cloud-based e-commerce enabled policy management & cert platform that turns InsurTech ideas into reality.

InsureCert is a scalable cloud-based e-commerce enabled policy management & cert platform that turns InsurTech ideas into reality.

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.

Software to manage proof of compliance to financial regulations, loan origination, manage a loan portfolio and generate client letters.

Software to manage proof of compliance to financial regulations, loan origination, manage a loan portfolio and generate client letters.

User Friendly CRM made specifically for the Independent Insurance Broker

User Friendly CRM made specifically for the Independent Insurance Broker

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.

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.

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.

Full policy, claims, and accounting solution for carriers.

Full policy, claims, and accounting solution for carriers.

Enables a full coverage of business intelligence needs of an insurance company.

Enables a full coverage of business intelligence needs of an insurance company.

Simplify the selling process while giving agents tools for professional and compliant sales.

Simplify the selling process while giving agents tools for professional and compliant sales.

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.

A web browser-based life insurance management system that supports end-to-end business processes of life insurance.

A web browser-based life insurance management system that supports end-to-end business processes of life insurance.

Web-enables insurance company's most vital processes, like policy admin, sales and much more.

Web-enables insurance company's most vital processes, like policy admin, sales and much more.

A full software suite for every P&C line of business, including workers' compensation, claims tracking, and A/R billing.

A full software suite for every P&C line of business, including workers' compensation, claims tracking, and A/R billing.

This software is designed to assist with web marketing. 85 percent of insurance purchases are online, so marketing online helps.

This software is designed to assist with web marketing. 85 percent of insurance purchases are online, so marketing online helps.

This web-based software asks for the state the customer is in, so he only has to fill out the necessary information for that state.

This web-based software asks for the state the customer is in, so he only has to fill out the necessary information for that state.

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.

A web based online quoting and straight through policy processing system for P&C and Life/Health insurance companies.

A web based online quoting and straight through policy processing system for P&C and Life/Health insurance companies.

Web-based contact management software with sales reporting, leads analysis and monitoring for life and health insurance industry.

Web-based contact management software with sales reporting, leads analysis and monitoring for life and health insurance industry.

Securum is specifically designed to make it easier and more profitable for organisations to do business via the internet

Securum is specifically designed to make it easier and more profitable for organisations to do business via the internet

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.

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

Cloud based application manages certificates, endorsements, claims, policies, renewals, tasks, email, CRM, invoicing, reports and more.

Cloud based application manages certificates, endorsements, claims, policies, renewals, tasks, email, CRM, invoicing, reports and more.

A web-based software solution for brokers for an end-to-end management of all processes in a modern and efficient way for best results.

A web-based software solution for brokers for an end-to-end management of all processes in a modern and efficient way for best results.

It stands in a unique position for its innovation, powerful core business expertise, integrated support systems, and quality of service

It stands in a unique position for its innovation, powerful core business expertise, integrated support systems, and quality of service

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 is benefits HR and compliance software for brokers and their clients.

Employee Navigator is benefits HR and compliance software for brokers and their clients.

i2go is the worldwide solution for Insurance Companies, Underwriting Agencies, MGAs, Brokers and Banks.

i2go is the worldwide solution for Insurance Companies, Underwriting Agencies, MGAs, Brokers and Banks.

Provides insurance agents tools needed to operationalize inefficiencies and deliver a top-rate client experience.

Provides insurance agents tools needed to operationalize inefficiencies and deliver a top-rate client experience.

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.

Help insurance agents maximize customer life time value using digital insurance wallet, chatbot, and an agent portal.

Help insurance agents maximize customer life time value using digital insurance wallet, chatbot, and an agent portal.

C2MS is an innovative Insurance ERP, providing sales pipeline, claims and policy administration.

C2MS is an innovative Insurance ERP, providing sales pipeline, claims and policy administration.

Producer Pro includes everything carriers need to automate and simplify producer administration and management.

Producer Pro includes everything carriers need to automate and simplify producer administration and management.

Robust software for underwriting, new business processing, policy services, billing, agent commissions, and claims adjudication.

Robust software for underwriting, new business processing, policy services, billing, agent commissions, and claims adjudication.

Insurance software system with underwriting, claims, accounting and reporting functions.

Insurance software system with underwriting, claims, accounting and reporting functions.

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.

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.

Web-based solution for policy management, claims processing and insurance agency administration.

Web-based solution for policy management, claims processing and insurance agency administration.

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.

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.

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.

BBMS is a cloud platform that allows an insurance broker to securely operate his business from anywhere with any device

BBMS is a cloud platform that allows an insurance broker to securely operate his business from anywhere with any device

OWLS is a web-based fully fledged insurance management solution with features such as reporting, payments, document uploads, and more.

OWLS is a web-based fully fledged insurance management solution with features such as reporting, payments, document uploads, and more.

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.

A web-based Submission solution built for Independent Insurance Agents and General Agencies.

A web-based Submission solution built for Independent Insurance Agents and General Agencies.

Msg Life provides digitalization, big data analytics, in-force management, and regulatory compliance to insurance companies

Msg Life provides digitalization, big data analytics, in-force management, and regulatory compliance to insurance companies

Cloud solution for life insurance companies working with criminal activity.Includes investigation and case management capabilities.

Cloud solution for life insurance companies working with criminal activity.Includes investigation and case management capabilities.

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.

Open source insurance agency platform for features for sales, services, customers, campaigns, claims, and more.

Open source insurance agency platform for features for sales, services, customers, campaigns, claims, and more.

Management system for insurance agencies that integrates reports, sales, customer relations, and payment all into one.

Management system for insurance agencies that integrates reports, sales, customer relations, and payment all into one.

Insurance broker automation system on Salesforce Cloud that makes customer engagement, lead generation, and marketing easy.

Insurance broker automation system on Salesforce Cloud that makes customer engagement, lead generation, and marketing easy.

PRISE is a ubiquitous solution suite purpose-built for P&C Insurers

PRISE is a ubiquitous solution suite purpose-built for P&C Insurers

Agency management, employer/employee benefit portals, customizable agency e-mail marketing tools.

Agency management, employer/employee benefit portals, customizable agency e-mail marketing tools.

Fully customisable cloud based insurance management software platform & CRM with complete app to bind process, quoting & reports.

Fully customisable cloud based insurance management software platform & CRM with complete app to bind process, quoting & reports.

Majescos software for L&A, Health, Pensions and Group helps carriers

Majescos software for L&A, Health, Pensions and Group helps carriers

Effisoft provides software solutions to the Insurance, Reinsurance and Risk Management industries for professionals worldwide.

Effisoft provides software solutions to the Insurance, Reinsurance and Risk Management industries for professionals worldwide.

Insurance sales automation solution built on top of Salesforce.com. Can run on its own or integrate with call center tools.

Insurance sales automation solution built on top of Salesforce.com. Can run on its own or integrate with call center tools.

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.

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.

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

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.

Small group rating engine that allows benefits brokers to instantly create presentation-ready spreadsheets comparing all carriers.

Small group rating engine that allows benefits brokers to instantly create presentation-ready spreadsheets comparing all carriers.

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

Blockchain software editor for the banking and insurance sectors

Blockchain software editor for the banking and insurance sectors