Best Insurance Software - Page 6
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Agents Ally
Agents Ally
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.Starting Price: $99 per month -
2
ClickClaims
E-Claim.com
ClickClaims is ideally suited for small to mid-size property and casualty insurance carriers, independent claims adjusting firms, and third party administrators who need the advanced technologies that drive a competitive market. ClickClaims SaaS model allows for rapid deployment, unlimited scalability, performance, security and versatility that legacy systems cannot match, at a fraction of the cost. Built to evolve as technologies emerge, your investment appreciates over time. -
3
Quantivate
Quantivate
Since 2005, Quantivate has been helping organizations efficiently manage their governance, risk, and compliance (GRC) initiatives. Quantivate’s scalable technology and service solutions equip organizations of all sizes to make more strategic decisions, improve performance, and reduce costs. Learn about how Quantivate’s integrated platform can simplify GRC management at quantivate.com. -
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C2MS
Buckhill
Bring new and existing products to market through various sales channels; self-service portals, mobile apps, broker networks, aggregator websites, White Label schemes or direct to market. Powerful CRM tools to manage Brokers, Agents and Consumers. Automate renewal invitations, provide web logins and self-service facilities. Manage relationships between accounts and assign account managers. Seamlessly integrate with leading aggregators using C2MS APIs and surface rating engine services which provide real-time quotes. Connected to MoneySuperMarket, GoCompare, Compare the Market, Confused.com and more. Using powerful GUI tools, create and configure Products from the data modeling steps through to validation, logic and mapping for web services and reporting. -
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Insly
Insly
Insly provides a fully extensible suite of software solutions that can be combined with your own custom modules to both simplify and completely automate all tasks required to run a successful insurance business. All the parts you need: forms, workflows, rating engine, document template editor, endorsement library, capacity management and so much more. Broker channel support out of the box. APIs expose everything and allow you to create the perfect Direct-to-Consumer experience. Automate cookie cutter cases for new sales and mid-term policy changes and automated renewals. All the premium accounting taken care of. Bordereaux and management reports in one click. Build your own custom reports. Pull in 3rd party data to help your underwriters make better decisions. Integrate with the rest of your tech stack, legacy or modern.Starting Price: $35 per user per month -
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TL LeadManager
TargetLeads
TL LeadManager® is our lead management system designed exclusively for Life and Health Insurance Agents. Managing your Medicare Supplement, Long Term Care, Final Expense and Annuity leads has never been easier. If you don't have or don't love your current lead/contact management system, you need to check out TL LeadManager. This feature rich, easy to use contact management system, CRM, is designed to minimize the time you spend working leads and maximize your selling time. Reduce your paperwork, be more organized than ever before and start selling more policies. Used in conjunction with TargetLeads® we can make your direct mail marketing efforts as seamless as possible. Whether using Turning 65 lists for Medicare Supplement or any other kind of insurance leads, TLLM will allow you to manage, follow-up and run reports on all of your campaigns.Starting Price: $40 per month -
7
PL Rating
Vertafore
Close more business in less time with the industry’s leading real-time personal lines comparative rater. Compare up-to-the-minute quotes from carriers — side by side, in one place, at the same time. PL Rating is the leading comparative rater, connected to over 300 carriers across 48 states and DC. In the time it takes captive agencies and direct writers to provide a single carrier quote, you can present multiple rates and coverage options to your clients. Save time: With over 300 real-time carrier connections, agents can accurately quote dozens of carriers in less time than it takes to generate a single quote through a carrier website. Increase revenue: PL Rating offers package, flood, and Consumer Rate Quotes, all which can result in higher revenue. Plus, with faster close times, customer retention can be improved. Conduct faster, more accurate data entry: Rather than interrogate your customers and prospects, PL Rating helps to validate the information associated with your customers. -
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SohamGeni
Dream Tekis Software
With SohamGeni core Insurance system, run your complete insurance business life cycle in an environment that is reliable and quick. SohamGeni uses the latest technologies, provides an adaptive user experience and a strong platform for your business. Categorize your Intermediaries as per your company’s model. Classify as Bank, Individual Agent, Broker, etc. and label them as Commission Agent, Direct Agent, Sub- broker, Associate Agent etc. based on commission. Identify each with a unique Intermediary identification. Track every intermediary and their business through analytic reports. Configure and transact commission for each line of business for different types of intermediaries. Helps in registering the Intermediary info like details of Agent, Broker, Corporate Agent or Direct Sales in the system. Helps user to modify the details of existing Intermediary in the system.Starting Price: $250 per month -
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SohamLife
Dream Tekis Software
SohamLife is a fully web-based application supporting the complete life cycle of insurance operations, starting from registration of proposals to the final settlement of claims by way of death claim or maturity claim. It is a user-friendly solution providing any Insurer with the required flexibility and scalability coupled with short time-span for implementation and deployment. The solution provides an easy mechanism to view the status of the Proposal/Policy/Claim details either by an Agent or by the Life Assured himself. The solution provides seamless integration between Underwriting, Claims, Reinsurance and Accounting departments thus avoiding data redundancy. The solution addresses global as well as country-specific operational processing and reporting requirements. SohamLife is a multi-currency and multi-lingual application. It is a fully integrated component-based solution supporting the core business processes and data entered into one component.Starting Price: $250 per month -
10
Agency Anywhere
Choices Software
With many in the workforce switching to working from home, Agency Anywhere ACORD Forms™ is the perfect solution. It makes working with ACORD Forms quick and easy. Agency management options can be added or removed, as needed. Only pay for what you need. Choices ACORD Forms™ can be filled-in, saved, signed, grouped, sorted, combined and emailed. Choices Agency Anywhere™ software allows you to choose and pay for only the features that you need. As your insurance agency grows, you can add features at your own pace, saving time and money. ACORD Forms are standardized forms used in the insurance industry. Choices Software, Inc. has added value to ACORD Forms for over 30 years. Standards for ACORD Forms are set by ACORD.Starting Price: $75 Semi-Annually -
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ApotheSoft-Rx
ApotheSoft
The ApotheSoft pharmacy management software was designed by a Pharmacist who fills prescriptions every day with the Apothesoft pharmacy software. We strive to make software easy to use and affordable. Our system is not a stripped-down system but includes a Tabbed Windows interface with Patient and Doctor profiles only a mouse click away. Scroll down to see some screen pictures. The ApotheSoft pharmacy software does dual third-party insurance billing. The ApotheSoft program has been designed and is intended for small retail pharmacies that have script volumes of up to 500 scripts per day. Apothesoft pharmacy software was designed by a pharmacist to meet the special requirements of an independent retail pharmacy. The program was originally designed in 1990 and has been used in hundreds of pharmacies around the USA and in a few pharmacies overseas, as in the Bahamas.Starting Price: $160 per month -
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Aspire
Impowersoft
We are a leading provider of insurance agency management software solutions. Our focus is to provide our clients with groundbreaking applications and innovative services that enhance their businesses and allow them to get the upper hand on their competition. What could this mean for your business? Simply put, higher levels of customer satisfaction, increased profits and lower operating costs. Our product is a comprehensive and cost-effective insurance CRM software / insurance agent software application tailored specifically to meet the demand of the modern insurance agency. Our insurance agency management software, called “Aspire,” is a result of collaboration from experts with backgrounds in both insurance and software development. As a result, our clients get innovative, first-to-market insurance agent software features that no other company has. Our insurance agency management software is packaged to be one of the most cutting-edge and simple solutions for insurance agencies.Starting Price: $129 per month -
13
Compulife
Compulife Software
A full-featured quoting software that gives agents the ability to quote their clients’ life insurance coverage with ease and accuracy. Includes the rates of over 100 life carriers. You can run quotes for Term, Return of Premium, Simplified Issue, and Guaranteed UL products. Add instant life insurance quotes to your website. The Website Quoter easily integrates with your current website and will automatically adapt to any screen size to look perfect on all devices. You can control what life companies that you want to quote and set the e-mail address where you want any leads to go. The Compulife Basic Quoter will let you run life insurance quotes on any computer, tablet, or phone that is connected to the internet. It is fully responsive and can be used on any device such as a PC, MAC, iOS, Android, etc.Starting Price: $180 per user per year -
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PowerClaim
Hawkins Research
Do not be worried about trying something new. This software was designed to be easy to use and flexible. All information is stored on secure servers in the cloud. There are no installations, just go to the website from any device and log in. Updates are no longer something you have to worry about. We will publish updates to the website at regular intervals. Everyone in your company now shares a custom database. If you need to change the price of a common item to match pricing in your area, everyone in your company will be able to use that same item. PowerClaim XML is a complete stand alone property adjusting software package. It allows you to quickly complete estimates as well as create photo sheets, diagrams, captioned reports and more. PowerITV Replacement Cost Calculator is a web-based solution that allows you to find the replacement cost of practically any structure quickly and accurately using timely data provided by the Craftsman Book Company.Starting Price: $99 per month -
15
Open GI
Open GI
Whether you’re looking to build and launch new insurance products, improve your operational efficiency or get a clearer view of your clients to improve the customer experience, we’ve got you covered. You can rely on more than 40 years of expertise in the general insurance market, connecting brokers and MGAs with insurers to deliver the most competitive personal and commercial lines available today. You’ll benefit from reliable software that powers your business to bring multiple lines of business to market and scales with you as you grow to meet new demand. You’ll also be supported by a team of experts equipped to tackle your specific challenges, helping you to improve efficiency, increase revenue or reduce operating costs. Throughout dedicated design, build, delivery process and beyond, you’ll be given guidance on how to connect with the market and take advantage of access to an established Partner Network of market-leading insurance service and solution providers. -
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HawkSoft
HawkSoft
Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view. -
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SISE
SISTRAN
SISE (Sistema Integral para la Administración de Seguros) by Sistran is a comprehensive software solution designed to optimize the operations of insurance companies. It supports various lines of business, including vehicle, health, life, and property insurance. With advanced features like product creation, multi-channel integration, and dynamic microservice architecture, SISE streamlines the management of insurance policies, claims, and transactions. The platform also integrates with other systems like CRM and BI tools, providing insurers with a flexible and scalable solution for improved operational efficiency and customer service.Starting Price: $5000 per month -
18
CenterPoint Payroll
Red Wing Software
CenterPoint Payroll software is a locally installed or cloud-based system that adds profits by reducing the time and money associated with payroll processing. System reminders can be set up to alert you when certain processes need to be performed or when taxes are due. (For example, pay your employee medical insurance bills on the 15th of the month or pay your taxes when your Federal Tax Liability account is greater than zero.) All 50 State tax calculations are included as well as unemployment, disability, and some local tax calculations. Paying your employees becomes an easy process in CenterPoint Payroll! Choose to enter detailed time sheets, or easily enter details by using pay defaults. Pull pay data directly from most time clocks into the CenterPoint system. Select hourly employees separate from hourly employees, bi-weekly versus weekly, and more. Save time by copying previous pay runs and use it as a starting point for a current pay run. -
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IBQ Commercial Comparative Rater
IBQ Systems
Commercial comparative rating made easy. Enter data once in one spot. No need to visit multiple carrier websites for quotes. Skip all the retyping the same data into carrier systems. You’ll boost accuracy and reduce the risk of errors. Offer quotes from multiple carriers so your customers get the best option. Or let them self serve and quote from your website. Export customer data into IBQ for remarketing. Or quote in IBQ for export to your agency management system. No extra charge. No need to look up class codes for every company. Our innovative lookup function makes it easy to get the right class for every quote. Quote the most popular commercial lines from one spot–quickly and easily. IBQ provides cutting edge insurance technology to agencies across the country. We strive to give powerful tools to the independent agent, in order to compete in today’s innovative marketplace.Starting Price: $150 per month -
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ACS 2000
Agency Computer Systems
Desktop comparative rating and client management. Stand-alone application for agency use. Easy and powerful interface with detailed help. Complete underwriting and application of All Discounts and Surcharges. Obtain real-time quotes directly from participating carrier systems. More available lines of business than any other rating vendor. Store your Auto, Motorcycle, Home, Dwelling Fire, Mobile Homeowners and Residential Estimate quotes in one Client database. ACS saves your answers. No need to re-answer any questions on the same quote. Store default coverages to save time. Automatic Vehicle & Territory search databases complete with company-specific symbols and ISO-Verisk Strategic Alliances protection class look-up. Print single or multiple company quotes. Email quotes, proposals & applications. Free trials, walkthroughs, and training are all available upon request. Friendly technical support is available via phone, chat, remote access or email.Starting Price: $50 per month -
21
Profida
Computer Science Software
PROFIDA® is our flagship software solution aimed at all sectors of the Financial Services and Insurance Industry. For you as an insurer, underwriter, broker or adviser this means specialized functionality and support to achieve high-sophisticated practice management and high-level client service. For our clients with bigger and different operating interests, this means achieving efficiency with high-volume business, cross-selling opportunities, and a holistic managerial overview of all business units. PROFIDA® offers ubiquitous access to your data via an ordinary browser interface from wherever you are. You can use your desktop computer, laptop, iPad, iPhone and Android devices. We support Windows, Apple Mac and Linux. It is the first software platform which is used in both, the life and non-life sector. Thus, making PROFIDA® the ideal software suite for any firm marketing composite financial services products.Starting Price: $1000 per month -
22
Aquarium Platform
Aquarium Software
Aquarium’s platform delivers the most comprehensive solution for insurance companies seeking a quick, simple and effective route to market. Our platform has a proven track record of delivering fast return on investment. It can be deployed with minimal impact within existing IT ecosystems and, as a cloud-based solution, is fully scalable to the needs of the business. The platform consists of several integrated service components, both technical and functional, that deliver a comprehensive, end-to-end solution. This component provides a single customer view of omni-channeled interaction across the web, SMS, email, phone and post. It ensures automated engagement through inquiry, follow-up, sales process, mid-term adjustment, renewals and claims management. Customer satisfaction can be measured through net promoter score generated via SMS and or email including keyword and sentiment analysis.Starting Price: $200 per month -
23
QwikSubmit
GST Software
QwikSubmit stores all the information about your Insureds and Applications you create for them. Instead of collecting information and then inserting it into PDF forms, just insert data into QwikSubmit and generate PDF files when you’re ready. QwikSubmit enables you to stay on top of your Submission process. Instead of entering your customer’s data to PDF files (ACORD forms), enter all the data in a database using our simple forms. Don’t worry about entering the same data over and over again. Pick the type of business you want to submit, fill out the simple and clean menus and QwikSubmit assembles your application packet for you. Submit Applications to unlimited General Agencies through QwikSubmit. QwikSubmit enables you or your team member to pick up the work on an Application right where you left off. Anytime. From any device.Starting Price: $12.50 per user per month -
24
FreeAgent CRM
FreeAgent Network
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.Starting Price: $33 per user per month -
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Surefyre
Vertafore
Surefyre by Vertafore is an AI-powered insurance automation platform designed to streamline and enhance the processes for Managing General Agents (MGAs). It simplifies the rating and quoting process, automates agent portal configurations, and integrates seamlessly with MGA systems and third-party data sources. Surefyre's no-code platform allows users to quickly onboard new agents and make data-informed decisions on risk. By automating key aspects of underwriting and quoting, Surefyre improves operational efficiency, accelerates speed to market, and boosts revenue, ultimately transforming the way MGAs manage policies and submit applications. -
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Renewalbook
Renewalbook
You provide your clients with competitive coverage needs. And we help make shopping and renewing clients less burdensome. Accelerate your marketing submission process by shopping commercial clients to multiple carriers at one time. Shop commercial clients to all or the preferred carriers at one time without crafting any emails. Eliminate responding to duplicate underwriter inquiries by addressing all similar questions at one time within our shared platform. No more digging in your email inbox and responding to each underwriter's inquiry individually. Stay ahead with system-generated notifications that automatically follow up with underwriters. Keep underwriters informed on important renewal deadlines without lifting a finger. Always be the first to market by scheduling submissions in advance. Schedule marketing submissions to be delivered to insurance carriers at the earliest time possible.Starting Price: $500 per month -
27
Docsumo
Docsumo
Document AI software with Intelligent OCR technology helps you convert unstructured documents such as pay stubs, invoices and bank statements to actionable data. Works with documents in any format with minimal setup. Extract totals, invoice numbers, payment terms, and more from multiple invoices in just a few clicks. Categorize table line items and get calculated attributes to automate decisions. Review captured data with human-in-the-loop tool & validate with external APIs or database. We use enterprise-grade security to ensure that your data is secure. You have complete control of your data processed through Docsumo. 50% less operational cost with automated rent roll processing. Onboard customers in real-time with quick and accurate logistics document processing. Verify tax return details in real-time with intelligent OCR API. Error-free data extraction from Energy & Utility bills.Starting Price: $25 per month -
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Quotall
Quotall
Quotall empowers insurance distributors with unique e-trading capabilities, supported by expert insurance consultancy services. Quotall is a next-generation, specialist software house. We provide a sophisticated, global e-trading capability, built with 21st-century technology, which integrates with the latest digital applications and services. Our clients can access markets faster, achieve new levels of cost efficiency and profitability, and deliver the full cycle, self-service, multi-channel user experience that today’s consumers expect. We support our clients in getting the best from our software with market-specific marketing and sales consultancy to assist with digital transformation and promotional activity. -
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NexHealth
NexHealth
Deliver an end-to-end patient experience that integrates in real-time with your practice management system. The only solution that reads and writes data in real-time with your practice management system. We spend most of our engineering resources on creating the best bidirectional integrations with EHR and practice management systems. Now you can develop and deploy your product in weeks, not years. Our engineers consume our own API to build our own doctor-facing SaaS product, so you know you will always get an experience that is tested and can scale. Online patient scheduling allows visitors to see your availability in real-time and schedule appointments on-demand from any location or device. NexHealth scheduling software fully customizes your schedule right out of the box. Our team of product experts helps implement both your calendar of record and your EHR system – no matter how complex your schedule. -
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Telematics Exchange
eTechnology Services
Insight that drives performance. Turnkey solution for insurance companies. Captures identifiable data from each insureds’ telematics provider. Built-in analytics and customized dashboards to refine risk models, enhance policy pricing accuracy, develop custom insurance programs. Provides the data necessary to improve risk selection, pricing, claim handling, and enables a proactive approach to risk management. Integrated with over 50 Telematics service providers allowing policyholders to use the telematics platform of their choice. Capitalize on a turn-key platform and focus on improving profitability through telematics insight, rather than expending resources on integration, analysis, and computing. Powerful analytics that transforms data into functional insight for a competitive advantage. Robust analytics to refine risk models, enhance policy pricing accuracy, develop custom insurance programs and increase customer acquisition and retention.
