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About

COREFIN Insurance & Broker is a vertically customized management solution based on Microsoft Dynamics 365, which enables insurers and insurance brokers to manage their whole business and gain a 360-degree view of the customer. COREFIN combines the flexibility and the scalability of the platform in a user-friendly and intuitive way to help companies in the insurance sector systemize their business and analyze performance! Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures - all in real-time! All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze within CoreFin Insurance Core System.

About

Whether it's connecting to your clients or collaborating with your team, Irys’ cloud-based management system provides agents and brokers the open and unified platform they deserve. Human-centric and relationship-focused insurance management system. Irys was developed to integrate technology into our regular human interactions since we know that relationships are at the heart of the insurance industry. We spent many years evaluating, implementing, and migrating insurance companies from old legacy systems to well, other old legacy systems. This time, we’ve ensured clients get what they paid for, new technology. Regardless of what the legacy sales reps say, we know there is no one-size-fits-all, empower everyone throughout the system to contribute, collaborate, and manage better your information. Leverage the inherent potential within your network of relationship data to unveil and capitalize on revenue streams that have remained undiscovered.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance and broker software for companies

Audience

Agents, brokers, and teams looking for a tool to manage their data while connecting with their clients

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

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Corefin
Founded: 2008
United Kingdom
www.core-fin.com/crm-insurance-software.html

Company Information

Irys
United States
iryscloud.com

Alternatives

Alternatives

Go-Insur

Go-Insur

Pancentric Digital
IMPACT Insure

IMPACT Insure

RiskFree
OPUS

OPUS

OMNIX Software Solutions
Ignite

Ignite

Ignite Software Systems

Categories

Categories

Insurance Agency Features

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

Integrations

Microsoft Dynamics 365

Integrations

Microsoft Dynamics 365
Claim COREFIN Insurance Software and update features and information
Claim COREFIN Insurance Software and update features and information
Claim Irys and update features and information
Claim Irys and update features and information