EZ-RATER vs. Trellis Connect 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.

Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. • Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. • Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. • Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. • Automatizer — no-code workflow automation your own ops team builds and changes. • Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages.

Everstage is the leading Sales Commission Software that helps you drive the right business outcomes through incentives. Sales commissions, despite being a large business expense, is often a revenue lever that is not utilized to its full potential. Everstage helps you up-level your incentive program and drive profitable growth. Everstage is a trusted ICM for public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. Rated as #1 sales compensation management software, Everstage helps businesses streamline commission administration, boost sales performance and improve ROI with actionable insights. Top features: No-code plan designer, detailed commission statements, advanced commission forecasting, quota management, queries & approval workflows, deferred commissions (ASC606), BI-powered reporting, and more.

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

Nasdaq Metrio is a sustainability reporting platform that is purpose-built for businesses at all stages of their ESG journey. Nasdaq Metrio combines the power of hyper-granular data collection, tracking, management, emissions calculations, and assurance with a robust library of cross referenced, de-duplicated, and demystified metrics from rater and ranker frameworks and regulatory bodies, complete with guidance notes.

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.

SurePayroll has been a leading provider of online payroll services to small businesses nationwide for over 20 years. As the first SaaS payroll company, SurePayroll has grown to become a household name in easy to use payroll, workers' compensation, 401(k) plans, and health insurance services, all backed by an award-winning, U.S.-based customer care team. Most recently, SurePayroll added HR services to its portfolio of solutions. By offering the additional flexibility of private-label and co-branded solutions, SurePayroll serves as a trusted partner to a diverse range of businesses and trusted advisors, including financial institutions and accountants.

AddSearch is a unified search, AI-answers, and conversational-AI platform used by 1,800+ organizations. Three layers in one platform: keyword search with AI ranking and personalization; content-grounded AI answers with no hallucinations; conversational AI with multi-turn dialogue. Built for Higher Education, Manufacturing & Telecom, Healthcare, Government, Associations, Insurance, Corporate Enterprise, and Finance & Banking. SOC 2 Type II, GDPR, 99.9% standard SLA, up to 99.999% on Enterprise.

CredentialingSpectrum provides a comprehensive automation for credentialing, accreditation and contract management in healthcare. Some of the key features of the software includes following 1) CAQH Integration and attestation functionality. 2) Management of Credentialing and Re-credentialing activities and reminders. 3) Digitized Insurance applications in PDF, Excel, Webforms that auto-populates. 4) Document Management for providers, locations, entity and insurances. 5) Reminders on Expiration of various credentials such as CDS, DEA, License, CAQH, Board Certification, Malpractice and any scanned documents. 6) Provides 7 layers of source verification feature added on top of basic OIG Sweep that includes exclusion search and license verification. 7) Integration with DocuSign, Fax and Secure email for seamless communications. 8) Extensive Reporting for user performance and activity tracking.

INTOO is the global outplacement flagship of Gi Group Holding, trusted by more than 25,000 companies over the past 30 years to guide their people through career transitions. Our award-winning program blends unlimited one-on-one coaching with innovative, easy-to-use technology—helping employees to land 2.5x faster than the national average, with a 97% satisfaction rating. With delivery across 130+ countries and 40+ languages, we’re a proven partner to leading HR teams, offering real-time insights, global scalability, and unwavering support. At INTOO, our brand promise is simple: We care more—about your people, your results, and you. Our programs deliver: - On-demand access to experienced career coaches 7 days a week for guidance on networking, LinkedIn, personal branding, interview prep, job search strategies, and more - 1:1 detailed resume review to maximize ATS visibility - A curated calendar of live daily coaching webinars covering a variety of job search topics - and more.