Best Insurance Agency Software for Salesforce

tigerlab positions itself as a leading provider of insurance software solutions and embedded insurance, empowering customers to deploy and adapt applications efficiently. With over a decade of experience, tigerlab focuses on enhancing business value and delivering breakthrough results to clients. Our configurable, API-driven, and intuitive insurance software solution is designed to enable you to deliver a superior end-to-end digital experience to customers and system users. Discover first-hand why our insurance platform is the perfect solution for an end-to-end digital insurance experience. Click the demo button to see the platform in action.

Agents Ally is a powerful productivity tool created specifically for insurance agents. Using industry leading capabilities like SMPs, integrated Calling Sessions and List Imports, Agents Ally adds new incredible features and increases automation to fully optimize your marketing and sales operations. A key metric dashboard allows you to view the most important information up front and provides quick links to take action. Weights and ranks assign scoring to scheduled tasks ensuring the best opportunity is always next in line for action. Streamline execution of call tasks and campaigns allowing more time for deeper conversations and relationship building. Create customized, real-time and responsive marketing experiences that automatically adapt to each customer’s needs and preferences. Stay connected and productive while away from the office. Sequential Marketing Programs deliver targeted, multi-channel messages in specific order over a designated period.

For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance. Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines. Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data. The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.

Turn the traditionally cumbersome insurance application into a simple, Turbo-Tax-like experience. Indio simplifies the insurance application process to make it fast, collaborative, and easy, saving you and your client's time and money while minimizing E&O exposure. Stop sending your clients unruly PDF forms and spreadsheets during the insurance application process. Unify the application and renewal data gathering process for your staff and customers, eliminating redundancies in data gathering while ensuring data accuracy.

AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems.

The A.I. assistant helping insurance providers deliver a more delightful, conversational customer experience. Violet is the helpful A.I. your customers need across the insurance customer journey, from filing claims to providing quotes to making policy changes. Our core technology delivers the best-in-class conversational A.I. technology for insurance providers. We combine our proprietary technology with design-thinking, insurance domain expertise, and data to deliver the best conversational A.I. solution for you. We’ll guide you through the entire process, from conceptualization to deployment of Violet. Boost online lead generation, automate support and offer a better digital experience with Violet. Quick & easy setup in minutes. Say goodbye to old, clunky forms. Violet will capture, qualify, and convert more leads on your website through an engaging conversational experience, so you can turn more of your site visitors into warm leads.

Majesco is the leading software partner to both the P&C and L&A insurance markets to modernize, optimize and innovate their businesses at speed and scale. Over 330 insurers, from greenfields, start-ups and MGAs to the largest insurers, reinsurers and brokers use Majesco’s next generation SaaS platform solutions of core, data and analytics, digital, distribution, absence management and a rich ecosystem marketplace of established and InsurTech partners to build the future of insurance. Our technology, expertise and leadership help insurers modernize, innovate, and connect to build the future of their business, and the future of insurance, at speed and at scale. Cloud computing, microservices and API-enabled. These aren’t just buzz phrases. At Majesco, we make them real, and put them to work helping carriers move with the market, creating business value and delivering innovation to customers faster.

Antiquated on-premise systems are a liability. Streamline your claims operations and improve efficiency with Terra's Automation, Integration, and Intelligence. Terra's products include Claims Management, Policy Management, Benchmark, and an Ancillary Services Marketplace. Manage risk with Automation, Cloud-Native, Integration, and Intelligence! Terra is a Cloud-Native Risk Management Information System for Property & Casualty Insurance.

Automatically provide your advisors and policyholders with in-depth advice, and help them choose the right cover for their needs - in real-time. Leverage modern data to make the difference. Work remotely with intelligent applications. Streamline distribution and customer service for unprecedented customer experiences. Empower your organization with new skills and expertise in all lines of business. Run on our secure cloud and on-premise, with enterprise-level data anonymization, traceability and regulation compliance (IDD, GDPR). Connect seamlessly to your existing ecosystem through fast integrations with our partners Salesforce, Microsoft 365, Guidewire. From cover subscription to claim handling, deploy and monitor critical AI-driven processes in production, without compromising on fraud detection.

Increases delivery speed and reinforces adoption of STP tools. Provides superior insight into agent activity, sales progress and more. Leverages data to identify new customer needs. From field underwriting, quotes, e-Applications, pending & status, to e-Delivery and more. For workflow optimization along with lead management for cross-selling and upselling opportunities. Communicate case status and generate comprehensive reports from one centralized tool.