Applied Relay vs. Integrated Insurance Brokerage System (IIBS) Comparison Chart

Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day.

Dependable cloud based email hosting with spam filtering, antivirus protection, generous storage and webmail. Compatible with Outlook and all other POP3/IMAP clients. High volume SMTP service for responsible senders. Outbound relay service for transactional messages, email marketing campaigns, newsletters and other applications. Dedicated email servers, clustering and multiple IP load balancing for high volume senders. Fixed monthly cost with unlimited sending and reputation monitoring. Greatmail is an email service provider (ESP) specializing in business class email hosting, SMTP hosting and email servers. For ISPs, application programmers and cloud developers, we also provide custom solutions including dedicated IP servers and process specific, load balanced configurations with multiple servers.

Creatio is a global vendor of an agentic AI-native CRM and workflow automation platform that combines no-code development and AI to automate customer journeys and business processes with maximum flexibility. The platform includes Creatio Studio, enabling users to build applications and AI agents with natural language and visual tools, alongside a full AI CRM suite for marketing, sales, and service with embedded AI agents. Organizations can design and automate end-to-end workflows, leverage analytics, and accelerate development with up to 10× faster time-to-value. Creatio also offers industry-specific solutions, including Financial Services CRM, and workflows across 19+ industries, supported by a marketplace of add-ons and integrations. Recognized by Gartner and Forrester and highly rated on G2, Creatio serves thousands of customers globally with a strong partner ecosystem.

Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC.

Service Center by Office Ally is a trusted Revenue Cycle Management and patient payments platform used by more than 80,000 healthcare providers and health services organizations, which process more than 950 million transactions annually. Service Center is a cost-effective solution enabling providers to control their revenue cycle. With a user-friendly interface, Service Center helps providers check and verify patients’ eligibility and benefits, submit, correct, and check the status of their claims online, and receive remittance advice. Accepting standard ANSI formats, data entry and pipe-delimited formats, Service Center helps streamline administrative tasks and create more efficient workflows for providers.

Elation Health is the leading technology platform for primary care, providing clinical-first solutions since 2010. Our award-winning EHR and billing platform supports 32,000 clinicians in delivering personalized care to over 16 million patients, helping providers rediscover the joy in medicine. Elation’s tools center on supporting primary care practices with tailored capabilities and workflows that streamline the complexities of longitudinal care, facilitate alignment with value-based care, and maximize revenue for each practice. Elation Health provides a comprehensive platform for primary care practices, including a clinical-first EHR for streamlined care workflows, integrated billing software to optimize revenue cycle management, and AI-powered tools that reduce documentation time by up to 2 hours daily, streamlining clinical encounters. Together, these solutions enhance efficiency, support personalized patient care, and empower independent practices to thrive.

Couchbase’s operational data platform for AI is a scalable foundation for enterprise operational, analytical, mobile and AI workloads that replaces legacy infrastructure and data services. Bring your data to life in new ways with Couchbase’s enterprise data partnership: launch game-changing customer experiences, explore the infinite possibilities of AI, scale your global operations, and move your data from the cloud to the edge, and beyond. Couchbase’s operational data platform for AI eliminates fragmented tech stacks, so teams can stay innovative and agile, with less risk and lower cost of ownership. With enterprise partnership and scalable, AI-ready technology, Couchbase turns your data into the foundation for your next breakthrough.

Paladin is an all-in-one retail management platform built for independent hardware stores, lumber and building materials dealers, feed & seed retailers, pharmacies, and specialty retailers. Paladin combines point of sale, inventory management, e-commerce, mobile selling, and managed IT services in a single system. PaladinPOS™ helps retailers manage sales, inventory, pricing, purchasing, customer accounts, and day-to-day operations from one platform. PaladinGo™ extends selling beyond the counter with real-time mobile access to inventory, pricing, and customer information. PaladinShop™ provides a built-in online storefront that keeps inventory and pricing synchronized automatically. PaladinMSP™ delivers managed IT, security, updates, and network monitoring to reduce technology burdens. Serving independent retailers since 1980, Paladin is known for reliable systems, practical retail expertise, and industry-leading U.S.-based customer support.

BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more.

Mortgage Automator is an all-in-one loan origination and servicing software built for private and hard money lenders across the US and Canada. It streamlines the full loan lifecycle: application, underwriting, document generation, servicing, renewals, and fund management, all in one cloud-based platform. Built for lenders managing residential, commercial, and construction loans, it automates payment tracking, interest calculations, and fund disbursements while instantly generating commitment letters, loan agreements, and discharges. Built-in CRM tools support deal tracking and pipeline management, with branded borrower, broker, and investor portals for secure, real-time statement access. Customizable workflows adapt to loan type and volume, reducing manual work and errors. Integrations with Zapier, QuickBooks, and credit bureaus extend functionality. Hands-on onboarding and responsive support help private lenders scale efficiently and focus on growth.