InsuredMine vs. Ptally Comparison


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		Related Products Macaw AMS 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. 4.9 out of 5 stars 8 Ratings Visit Website for Macaw AMS Forethought Forethought delivers the world’s most advanced AI Agents built to think, act, and get smarter with every interaction. No matter the question, “Where’s my refund?”, “How do I update my plan?” or “Why isn’t this working?” - there’s a purpose-built AI Agent ready to help. From chat to voice to SMS, every conversation gets a smart, personalized response powered by your policies, tone, and data. This isn’t just plug-and-play automation. It’s AI with a strategic plan. Forethought helps businesses roll out a multi-agent system across the entire customer experience. With Forethought, your teams can stop piecing together tools and start running a smarter, faster operation. One that delights customers every step of the way. 4.3 out of 5 stars 166 Ratings Visit Website for Forethought Sogolytics Sogolytics delivers speed, clarity, and scale through a powerful platform built for enterprise teams managing customer journeys and employee engagement surveys. Sogolytics streamlines the entire feedback cycle, from intelligent survey creation to real-time dashboards and automated text analysis. Whether your team is using the customer experience platform, employee engagement software, or the free survey maker, Sogolytics provides intuitive features, powerful analytics, and unmatched customization. Design sophisticated customer experience management flows in minutes. Automatically adapt questions based on logic and earlier responses. Pre-fill messaging based on user data. Then, visualize the results immediately. With sentiment analysis, turnkey reports, and real-time dashboards, your team can go from data to decisions in record time. Sogolytics’ survey software has a refreshingly human support model, available 24/7 and whenever you need a partner, not just a platform. 4.7 out of 5 stars 869 Ratings Visit Website for Sogolytics Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. Creatio is headquartered in Boston, US, has 1000 employees, 7 offices globally, and $300M in revenue. 4.6 out of 5 stars 589 Ratings Visit Website for Creatio Act! 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 39 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. 4.0 out of 5 stars 555 Ratings Visit Website for Act! Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 4.6 out of 5 stars 136 Ratings Visit Website for Shape Software Predict360 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. 4.7 out of 5 stars 18 Ratings Visit Website for Predict360 Birdeye Birdeye builds AI agents for multi-location brands — trusted by the largest enterprise brands globally, including Sutter Health, Aspen Dental, Sun Auto and Caesars Entertainment. We give you AI coworkers at every location — for marketing, operations, and customer experience — that do the jobs your business needs done by employing multiple agents that work together to win AI visibility, convert demand, and deliver a consistent customer experience. Enterprise-Ready → Built for Scale SSO, audit logging, HIPAA, SOC 2, and GDPR. Role-based access, tiered approvals, and location-level reporting give corporate and local teams the control they need. So you stay in control while AI handles execution across hundreds of locations. With teams across the U.S., U.K., Australia, and India, Birdeye is redefining how enterprises win locally at scale. 4.7 out of 5 stars 5,195 Ratings Visit Website for Birdeye CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 4.9 out of 5 stars 240 Ratings Visit Website for CrankWheel SurveySparrow Transform organizations into brands by refining experiences with SurveySparrow. The experience management platform helps create not only engaging surveys but assists in closing the feedback loop efficiently. Supporting 70+ languages and dedicated NPS and Customer experience modules help better understand customer loyalty. SurveySparrow enables business organizations to collect feedback via a chat-like interface, gain insights, and make data-driven decisions to improve products, services, and customer experience. Set up automation and manage feedback with the in-built Ticket management tool. Monitor and manage online reviews efficiently with the Reputation management module. Join the bandwagon of 100k+ customers in 149 countries to deliver delightful customer experiences. 4.3 out of 5 stars 3,092 Ratings Visit Website for SurveySparrow
About Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven Quotes	About Ptally is an AI-enabled insurance pricing platform for insurers and MGAs. Pricing consultants build your rates, rules and calculations from existing rating guides, Excel models or US rate filings. Every change runs against a regression suite before you approve and deploy it with one click. One rating engine serves a real-time pricing API, embedded quote forms and conversational agents. Pricing teams can describe model changes in ChatGPT, Claude or Cursor through MCP, then review and publish them in Ptally. Ptally has served 50M+ quotes with a median execution time of 38ms across personal, commercial and specialty lines. There is no implementation fee: the Performance plan charges up to 1% of gross written premium with no upfront cost, or choose a flat fee per live model.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Insurance Agents	Audience Insurers and MGAs that need to build, test, and run insurance rating models without a long IT project.
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos No images available
Pricing $69per user per month Free Version Supported Free Trial Supported	Pricing Up to 1% of GWP The Performance plan charges up to 1% of gross written premium with no upfront cost or implementation fee. Alternatively, the per-model option charges a flat fee per live model; enterprise pricing is custom. Free Version Not Supported Free Trial Not Supported
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 Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information InsuredMine Founded: 2017 United States www.insuredmine.com	Company Information Ptally ptally.ai
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Categories AI Insurance Supported Commercial Insurance Supported Content Marketing Supported Customer Engagement Supported Customer Experience Supported Customer Success Supported Email Marketing Supported Insurance Agency Management Supported Insurance Analytics Supported Insurance CRM Supported Insurance Policy Supported Insurance Underwriting and Rating Supported P&C Insurance Supported	Categories Insurance Underwriting and Rating Supported
Insurance Underwriting and Rating Features Broker / Agent Portal Supported Carrier Upload Not Supported Commercial Lines Not Supported Comparative Insurance Rating Not Supported Customer Portal Supported For Casualty Insurance Supported For Health / Medical Insurance Not Supported For Life Insurance Supported For Personal Insurance Supported Multi-State Supported Multiple Line Rating Not Supported Show More Features Commercial Insurance Features Billing & Invoicing Not Supported Broker / Agent Portal Supported Claims Management Not Supported Commission Management Not Supported Customer Portal Supported Document Management Supported Insurance Rating Not Supported Policy Management Supported Quote Management Not Supported Reinsurance Administration Not Supported Risk Assessment Not Supported Underwriting Management Not Supported Content Marketing Features Audience Targeting Supported Brand Management Supported Campaign Management Supported Categorization / Grouping Supported Conversion Tracking Supported Distribution Management Supported Editorial Calendar Not Supported Multi-Channel Publishing Not Supported Publish Scheduling Not Supported SEO Management Not Supported Social Media Management Not Supported Video Management Not Supported Customer Engagement Features Analytics Supported Churn Management Supported Communication Management Supported Community Management Supported Content Syndication Supported Feedback Collection Supported Gamification Supported Live Chat Supported Video Content Supported Customer Experience Features Action Management Supported Analytics Supported Customer Segmentation Supported Dashboard Supported Feedback Management Supported Knowledge Management Supported Multi-Channel Collection Supported Sentiment Analysis Supported Survey Management Supported Text Analysis Supported Trend Analysis Supported Customer Success Features Account Alerts Supported Account Management Supported Communication Management Supported Customer Engagement Supported Customer Lifecycle Management Supported Health Score Not Supported Onboarding Supported Revenue Management Supported Usage Tracking / Analytics Supported Win / Loss Analysis Supported Email Marketing Features A/B Testing Supported Artificial Intelligence Not Supported Auto-Responders Supported CAN SPAM Compliance Supported Customer Surveys Not Supported Drip Campaigns Supported Dynamic Content Not Supported Event Triggered Email Not Supported Image Library Not Supported Landing Pages/Web Forms Not Supported Mailing List Management Supported Mobile Optimized Emails Supported Reporting/Analytics Supported Subscriber Management Supported Template Management Supported WYSIWYG Email Editor Supported Insurance Agency Management Features Claims Management Supported Commission Management Not Supported Contact Management Supported Document Management Supported Insurance Rating Not Supported Life & Health Supported Policy Management Supported Property & Casualty Supported Quote Management Supported Insurance Policy Features Cancellation Tracking Supported Claims Tracking Supported Policy Generation Not Supported Policy Issuance Not Supported Policy Processing Not Supported Quotes / Estimates Supported Rating Engine Not Supported Reinstatement Tracking Not Supported Reinsurance Administration Not Supported Renewal Management Supported Underwriting Management Not Supported P&C Insurance Features Billing & Invoicing Supported Broker / Agent Portal Supported Claims Management Supported Commission Management Supported Customer Portal Supported Document Management Supported Insurance Rating Not Supported Marketing Automation Supported Policy Management Supported Quote Management Supported Reinsurance Administration Not Supported Underwriting Management Not Supported
Integrations ChatGPT Not Supported Claude Not Supported Cursor Not Supported Gemini CLI Not Supported GitHub Copilot Not Supported Go Integrator Cara Supported Model Context Protocol (MCP) Not Supported Nexsure Insurance Platform Supported Nylas Supported RingCentral Automatic Call Recording Supported Sonant Supported Twilio Supported Show More Integrations View All 6 Integrations	Integrations ChatGPT Supported Claude Supported Cursor Supported Gemini CLI Supported GitHub Copilot Supported Go Integrator Cara Not Supported Model Context Protocol (MCP) Supported Nexsure Insurance Platform Not Supported Nylas Not Supported RingCentral Automatic Call Recording Not Supported Sonant Not Supported Twilio Not Supported Show More Integrations View All 6 Integrations
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