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277 results
Bitrix24 is #1 free insurance agency management platform used by 12 million teams. Cloud, mobile, open source.
Bitrix24 is #1 free insurance agency management platform used by 12 million teams worldwide. Cloud, mobile, open source. Free CRM, appointment scheduling, agency management, quotes, invoices, contracts, email marketing, calendars, more.
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform.
Learn more about EngageBay
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
With Jenesis insurance agency management system and JenesisWeb website design, we handle all your agency needs.
Jenesis is a web-based management system designed to help insurance agents manage Personal lines and Commercial lines policies. Jenesis helps build strong relationships with policyholders while automatically marketing to potential customers, improving client communication through email integrations, increasing the efficiency with pre-filled Acord forms and offers your customers easy access to policy information via the Jenesis Client Portal.
Learn more about Jenesis Software
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Indio simplifies the P&C insurance application and renewal process for agents by creating a fully digital, modern customer experience.
Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded with a library of 10,000+ digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing.
Learn more about Indio
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Boost sales team productivity 4x with our top-rated Power Dialing and Sales platform. Blend phone/email/SMS and close deals faster.
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.
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
NowCerts offers a modern, secure platform for managing your insurance agency at an affordable price. The new benchmark in management!
At NowCerts, we understand the importance of flexibility in the digital age. That's why we're proud to offer AMS software that is not only browser-based for easy access but also Mac-compatible for seamless integration into your existing tech ecosystem. Partnerships with leading companies for seamless communication and data transfer (Automate365, Accord, InsuredMine, Gravity Certs, ePayPolicy, Aureus Analytics). A robust knowledge base and support team to help with any problems or quest.
Learn more about NowCerts
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting.
On-premise and cloud-based agency management system, providing automation capabilities to the business. The system offers a single, open application with integrated capabilities to manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.
Learn more about Applied Epic
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
With ClientCircle, you'll have happier clients and more sales. Made for insurance.
ClientCircle is complete suite of sales, marketing, and communications tools and services that help insurance agencies grow. We help insurance agents manage the full customer journey—from prospecting to cross sales to building long-term, meaningful relationships.
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
AgencyBloc is the #1 Agency Recommended Management System for life & health insurance agencies.
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, sales management, and integrated business and marketing automation.
Learn more about AgencyBloc
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
A free CMS-approved platform to quote, enroll, and manage your ACA business.
A FREE platform to quote, enroll, and manage your ACA business. The easier, faster alternative to healthcare.gov - designed specifically for agencies & brokers.
1095s at your fingertips.
Post-enrollment support to manage client follow ups.
Free white-labeled website for customers to self-enroll.
Easy to use application that averages <10 minutes.
Changes made through our platform reflected on healthcare.gov and carrier portals
Learn more about HealthSherpa
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Insurance agency management software that lets you nurture and grow your book of business, your staff and your office from anywhere.
Agency Matrix, now part of ITC, is the most robust and affordable cloud-based technology company in the marketplace. Leading today's independent insurance agencies with cutting-edge technology, we are committed to delivering agency management software solutions that help you reach your business goals.
Learn more about Agency Matrix
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Snappii is a leading Mobile Apps and form apps company. About 500,000 people use Snappii Business Apps in 30+ Industries.
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.
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
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.
Learn more about EZLynx
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Sentry is the only developer-first app monitoring platform that gives real-time visibility into issues that matter to fix them faster.
With support for 99 platforms as well as single-tenant offerings, Sentry is essential for monitoring application code health.
From Error tracking to Performance monitoring, developers can see clearer, solve quicker, and learn continuously about their applications - from the frontend to the backend.
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Life insurance quoting tool that helps agents create quotes for their clients via their websites, mobile devices, & PCs.
Life insurance quoting tool that helps agents create, process, and manage coverage quotes in batches and embed them across websites, mobile devices, & PCs.
Learn more about Compulife Quote Software
Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Our unique partnership philosophy drives our systems 97% recommendation rate and 18-year average agency retention.
Since 1995, HawkSoft is a leader in management systems that powers thousands of agencies who want effective workflows for property and casualty insurance without sacrificing a delightful experience for staff and policyholders. Created by independent agents, HawkSoft takes pride in being independently-owned. HawkSoft bundles all the core features to manage, grow, and measure your agency and offers API integrations with established service providers to expand your insurance technology stack.
Learn more about HawkSoft CMS
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
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.
Learn more about AgentExpress
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.
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.
Learn more about A1 Tracker
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
A comprehensive solution for managing Sales, Leads, Marketing, Help Desk Ticketing, a Customer Portal and Project Management.
Ideal for for businesses of 5 to 50 users looking for an easy to use, customizable solution for managing Sales, Marketing, Customer Service Ticketing and Project Management. Used in 30 industries in a dozen countries around the world.
Fully integrated with MS Outlook & Google. Mobile Access included.
Learn more about Commence
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Highly customizable commission platform designed to replace your current excel solution and improve your compensation management.
Commissionly is a commission platform for small to Mid-Market Companies in all industries.
It is a highly flexible platform that can be configured for any commission plan. With industry-leading speed to deployment, we can replace your current excel solution in weeks.
Current customers served in Payments, Insurance, Financial Services, Health Energy, Education, and Telecoms.
Learn more about Commissionly
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.
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.
Learn more about QQCatalyst
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Agency management system that assists insurance firms with policy tracking, documentation, accounting and reporting.
Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. Offering knowledgeable and friendly support staff making for an easy transition to a new automation system. Imagine a full featured management system supported by a team of insurance and software experts that is ready to answer your questions immediately! Conversions from other management systems available.
Learn more about Eclipse
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Wrapbook is an all-in-one software platform for employers and project-based workers. Easy onboarding, timecards, payroll, and more.
Wrapbook is an all-in-one software platform for employers and their project-based workers. Tackle onboarding, timecards, payroll, and insurance with Wrapbook, a powerful and easy to use platform for managing productions. Finally, entertainment payroll and production management made easy.
Learn more about Wrapbook
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Tracks and reports all commissions, bonuses and overrides due to each agent as well as policy and agent information.
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
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Leading agency management system with CRM, marketing and commission tools for L&H and senior agencies. No long-term contract required.
NextAgency saves health, senior and life agencies time, money and clients with an agency management system featuring CRM, marketing, and commission management tools.
NextAgency keeps you organized with all your agency information in one place. Get more done, automate workflows, sync emails, contacts, and calendar events, integrate with Ease, track commissions and sub-agents, generate compensation disclosure forms and much more.
No long-term commitment required. Free support and training.
Learn more about NextAgency
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
VCA revolutionizes the P&C claims journey by enabling transparency, communication and speed – increasing customer satisfaction.
With a P&C claims engine as its core, VCA Software (formerly known as Virtual Claims Adjuster) is a global SaaS platform focused on improving policyholder satisfaction and retention, while providing a next-generation ecosystem to improve intelligence and function for all stakeholders involved. The VCA platform simplifies and humanizes the claims journey – ultimately creating more customer lifetime value.
Learn more about VCA Software
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
FileTrac is the next generation CMS that will provide you with an all encompassing Business Platform.
FileTrac is the # 1 ranked Claim management system tailored for all sized companies, Adjusters, TPA's, MGA's, & Mutual Ins. Co.'s. FileTrac is based on the input from our 1000's of Users. Integrates with Hover, Outlook, Quick Books, Xactimate, Xactanalysis, Symbility, NFIP/NFS, LEDES, Personnel Management, and Google Maps. FileTrac also offers a Personnel Manager that allows you to track licenses, certificates and so many other criteria's. Best suited for all size companies.
Learn more about FileTrac
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Powerful, easy to use, agency management software with all of the features and tools agents want and expect.
We understand that independent insurance agents often struggle to retain customers while working hard to sell new policies. Solve these problems while increasing profit with our online software solution.
Learn more about Agency Advantage
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Insurance CRM/CSM coupled with a Healthtech that offers free concierge & rates on Healthcare & Lifestyle services to its members.
Wellnex offers a free concierge for affordable & reliable Health, Lifestyle Services to members referred by Financial Advisors.
It comes with:
A multi-layer platform that facilitates the launch of omni channel marketing campaigns, the generation & advisory (KYC, FNA, Planning) of leads & clients.
A Concierge App that assist in the booking of health & lifestyle services for free, and promotes healthy living or Advisors respective campaigns. It comes also with comprehensive insurance wallet.
Learn more about Wellnex
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable.
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
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
An All-in-One Sales, CRM Marketing Automation platform for Insurance Agents to help them save time and accelerate growth.
All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Teams utilize InsuredMines Agency Portal and Mobile App to manage clients & prospects, offering an omnichannel presence and last-mile connectivity.
Learn more about InsuredMine
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Insurance management software that provides powerful tools to automate your business, calculate commissions, generate leads, and more.
Health and Life Insurance Agency Management Software developed in conjunction with administrators, agents, and owners of health and life insurance agencies to automate their workflow and optimize their resources, including the security and privacy their agents and clients demand. Our Software also provides powerful marketing tools to generate new leads and contact your clients via email and SMS.
Schedule a demo with one of our experts and let technology do the heavy work for you!
Learn more about Apizeal
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
A quick to market, cost efficient solution to managing your Insurance Agency. MPACS highly configurable, robust, agile software.
Mandon Software is a UK Based Company founded in 1999.
Our software MPACS offers a complete solution for managing your database of quotations, policies and claims. Includes rating, documentation, workflow, diary and auditing. On-premises or in the cloud solutions available. Our open API makes it simple to integrate with third parties making tasks more efficient, less open to human error and giving the end customer a more seamless experience.
Learn more about mPACS
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Built around a customer-centric model, Macaw Agency Management System supports end-to-end processes for Brokers, MGAs and other DUAEs.
Macaw AMS is a cloud-hosted Insurance Agency Management Platform that helps end to end activity of MGAs & Brokers, covering CRM, Sales, Underwriting, Services, Claims and accounting. The system has built-in Document Management System, Rules and Workflow components. Essential integrations are available with Payment Gateway, eSign and email marketing. Macaw AMS enables the Customers, Producers as well as Carrier Partners like to self serve with the help of the specialized portals.
Learn more about Macaw
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Healthcare professionals can now leverage insurance benefits while avoiding the constraints of being in-network
Anagram, formerly Patch, is an online insurance assistant that helps healthcare providers and patients understand out-of-network benefits in minutes and submit claims online. No more dealing with insurance companies by phone or submitting claims by paper. Using Anagram, healthcare providers can let patients know the exact reimbursement amount to expect and automatically submit an optimized claim on their behalf.
Learn more about Anagram
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014.
Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014. Insly delivers a scalable solution for C-Suite employees and underwriters looking to launch and distribute new products. Additional services like accounting, reporting, and claims management tools further enhance the platform's capabilities for streamlining and optimising insurance selling and admin processes.
Learn more about Insly
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
With over 10 years of experience in the insurance vertical, Innoveo's mission is to accelerate insurers' digital transformation.
We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble.
Learn more about Innoveo Skye
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Cloud-based collaboration platform for construction inspection, centralizing deficiency, trade & homeowner management.
A cloud-based construction inspection software that provides an integrated platform to create custom inspections, track and manage deficiencies, interact with homeowners, book service dates and inspections, & more.
Learn more about Athena
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
ProNavigator is purpose-built for insurance pros to organize every document you need in one convenient, easily searchable place.
ProNavigator is software purpose-built for underwriters, claims and operations teams, and agencies to organize all of their guidelines, wordings, operating procedures, marketing material and more. We simplify and speed up accessing information for your staff so that you can retrieve mission-critical insurance content in seconds, lower average handling time by significant margins, leverage contextual AI search and cut down on overhead costs.
Learn more about ProNavigator
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Insurance software for MGAs, Program Admins & Carriers. Handles rating, issuance, doc. mgmt, billing, claims, client portals and more.
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
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more.
Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more.
Learn more about Xanatek Connect
Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Web based Insurance Broker(s) and insurance agent(s) Business management solution at a single server license with unlimited users.
A digital web base solution to Insurance Broker(s) and insurance agent(s). The success of Ozone Insuria is the strong foundation of implementing daily business process with considerably minimum manual labor.
A complete system with policy and customer administration, Finance , HR, customer invoicing
and MI reports that helps analyzing business at your finger tips.
Learn more about Ozone Insuria
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Guidewire is the platform P&C insurers trust to engage, innovate, and grow efficiently.
Guidewire is the platform P&C insurers trust to engage, innovate, and grow efficiently. We combine digital, core, analytics, and AI to deliver our platform as a cloud service. More than 450 insurers, from new ventures to the largest and most complex in the world, run on Guidewire.
Learn more about Guidewire
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Faster, Easier, Integrated Insurance Payment Services
ePayPolicy's insurance-built payment platform helps insurance organizations accept payments online to speed up receivables, bind policies faster, and provide a seamless user experience.
Beyond collections, you’ll have access to a variety of features to streamline accounting operations. ePayPolicy integrates payments into 18 of the most popular management systems, like Vertafore, Applied, NowCerts, and many more.
Learn more about ePayPolicy
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Partner Platform's best-in-class management system is praised by clients for its ease of use, breadth of capabilities, & affordability.
Partner Platform's best-in-class agency management system is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you'll find Partner Platform is supported by a team that you can count on and lives their values of being a partner.
Learn more about Partner XE
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Finaeo is a digital marketplace that connects insurance carriers, advisors and their clients to streamline policy fulfillment.
Finaeo's digital marketplace provides advisors, their clients and insurance carriers the technology needed to thrive in a digital era. Finaeo's technology streamlines insurance applications to help advisors go from "prospect-to-policy" on one digital platform, while providing carriers with access to tools that help create on-the-fly e-apps, automated underwriting models and transformation technology.
Learn more about Finaeo
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
BindHQ’s lightning-fast, modern, agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business
BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies.
Learn more about BindHQ
Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Customer-first claims management software for your business. Streamline your workflow, go paperless and settle more claims!
We pride ourselves on making simple, affordable claims management software. We've had enough of the insurance industry lagging behind in the technology front, with often expensive, complicated and bloated software. At Claimable, we believe that details matter, and our software has been carefully crafted to provide the tools necessary for timely and efficient claims management.
Learn more about Claimable
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Integrated software solution that handles policy administration, claims, billing, accounting & reinsurance for P&C insurance companies.
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.
Learn more about ISI Enterprise
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating
Cloud-based insurance agency platform that helps retain customers, maximize profitability and successfully manage all operations.
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.
Learn more about Vertafore Agency Platform
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Features
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Policy Management
- Quotes/Estimates
- Insurance Rating