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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses in need of an Agency Management system

Audience

Insurance Companies, MGA, managing general agents, Insurance Brokers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

1% of premium
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 2.0 / 5
design 2.0 / 5
support 2.0 / 5
Read all reviews

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.0 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agency AutomationTEAM
www.agencyautomationteam.com

Company Information

InsuredHQ
Founded: 2013
New Zealand
www.insuredhq.com

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

Verity

Verity

VRC Insurance Systems
OWLS

OWLS

OWLS Software
Cratchit LTX

Cratchit LTX

Systeme Software
iNube

iNube

iNube Software Solutions
Go-Insur

Go-Insur

Pancentric Digital
mPACS

mPACS

Mandon Software

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating Features

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Integrations

Envestnet | Yodlee
Stripe
Xero

Integrations

Envestnet | Yodlee
Stripe
Xero
Claim Agency AutomationTEAM and update features and information
Claim Agency AutomationTEAM and update features and information
Claim InsuredHQ and update features and information
Claim InsuredHQ and update features and information