Alternatives to Agency Impact
Compare Agency Impact alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Agency Impact in 2024. Compare features, ratings, user reviews, pricing, and more from Agency Impact competitors and alternatives in order to make an informed decision for your business.
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1
Jenesis Agency Management
Jenesis Software
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.Starting Price: $60/month/user -
2
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you: • Grow sales with powerful CRM tools to track prospects from lead to sale • Focus your team with shared notes and tasks that sync with your calendar • Improve customer service with our workflows and customer service reports • Keep commitments with follow-up tools like personal to-do lists for your entire team • Access the forms and files where and when you need them with our online agency library • Automatically assign your emails to your prospects and clients. • Get what you've earned with commission tracking tools and reports NextAgency is easy to use and simple to customize. Start a free trial today.Starting Price: $60 per seat per month -
3
pasCarrier
Policy Administration Solutions
Policy Administration Solutions is your insurance and technology expert. Designed for today's challenging insurance marketplace, our automation solutions can streamline your business processes and give you a competitive advantage. Founded in 1996, Policy Administration Solutions specializes in state-of-the-art automation solutions for insurance carriers, sureties and large Managing General Agents (MGAs). Our mission is simple: to provide the technology your organization needs to achieve its goals more efficiently and cost-effectively. At PAS, we pride ourselves on our culture of honesty and integrity. Our extensive technology and business experience in the insurance industry makes us unique. Working collaboratively, our team of skilled specialists applies solid planning and superior execution to every automation project. IBM, Oracle and Microsoft products provide a solid foundation for our stable, scalable solutions. -
4
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 -
5
AGENCYMATE
AGENCYMATE
AGENCYMATE is like a best mate, our platform supports Agents across all aspects of their business, we like to think of ourselves as an extension of your agency, your very own virtual AGENCYMATE. AGENCYMATE is a powerful fully integrated and automated agency management solution that helps Agents provide full customer lifecycle lead-to-sale-to-service excellence every. single. day. With so many agencies and insurance products in the market, it is important to find a platform that helps you maintain a competitive advantage and win customers! With AGENCYMATE your agency can be operational in minutes with intuitive easy guides to get you working on leads straight away! Amaze your leads with fast personalized responses and provide your team an easy lead nurture process to make sure you don’t miss a sale! Don’t just manage, thrive with confidence with AGENCYMATE, the only all-inclusive mobile agency platform designed by agents, for agents. -
6
Agentero
Agentero
Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape. Predictive pipeline converts existing data into actionable insights. You get a data-fueled pipeline that proactively surfaces cross-sells, up-sells, and other opportunities - at the right moments, so you know exactly how to use your time. Smart workflows let you work more efficiently. You get a powerful layer of client interaction tools to streamline communication, automate mundane tasks, and cut down on busy work.Starting Price: $99 per month -
7
Apizeal
Apizeal
Insurance Agency Management System. The comprehensive HIPAA compliant software for independent agencies and agents, created specifically to solve the problems that you and your team face every day. Industry-Specific Technology at your fingertips. Manage Your Insurance Business from Anywhere, Anytime Apizeal is a cloud-based insurance agency management system that helps independent agencies and agents to evolve and grow their business with an industry-specific platform. The system integrates policies and client management with commissions processing, E-Contracting, marketing automation, and lead generation tools. All you need in one organized and secure place. Why choose Apizeal? Become The Leader In Your Market With The Right Solutions. We have designed each solution based on what insurance agencies and agents need to be successful. Agency administration. Drive an efficient HIPAA compliant agency. Apizeal saves you time, money, and resources by improving your workflow automatically -
8
EZLynx
EZLynx
Each EZLynx product integrates with our comparative rater and agency management system to provide a single platform. Bundle products to increase efficiency or purchase them separately. EZLynx provides innovative insurance software that helps streamline your agency’s workflow. You can bundle products to supercharge your agency's productivity or purchase products individually to meet the unique needs of your business. Each product integrates with our comparative rater and agency management system to provide a single platform to manage customers through their full life cycle. From real-time home and auto quoting on your insurance agency website to email marketing, EZLynx has a solution for you. The cloud-based system allows agents to maximize client acquisition and client servicing through the full client life cycle. Find each of your customer's quotes, policies, and documents in one place. -
9
BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
10
Veruna
Veruna
Leveraging the Salesforce platform, Veruna is bringing to insurance what 80,000 businesses in other industries have already been using for years. Finally, a system your agency can configure to sell more, be more efficient and serve your customers better. Veruna is the revolutionary insurance management system purpose-built to unchain you from what's held you back for years. Putting the agency first, Veruna allows agencies to configure their software to match their unique business processes by building customer workflows, and automated back-end processes and interacting seamlessly with tools and customer-direct websites and portals. It’s time for forward-thinking independent agents to take up the banner of change, demanding more than the status quo that dominant providers have been serving up for years. With Veruna, agencies can easily configure their systems to prioritize what matters the most to their businesses - helping customers, growing business, finding unique solutions, etc. -
11
AgencyZoom
AgencyZoom
Put your producers on a rocket ship with AgencyZoom's easy to use sales platform. Stand out from the rest, to keep customers coming back to your insurance agency. An amazing Dashboard that shows you who is hitting goals and who's holding you back. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Build an automated customer journey from prospecting, to renewals, and beyond. Know exactly what you and your insurance producers need to do to succeed today, this month, and this year. Month after month you'll build up your insurance agency's Google Reviews automatically. Build an automated customer journey from prospecting, to renewals, and beyond. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Our lead manager makes it easy for agents to follow their valuable leads down the pipeline, with smart tools that help nourish the right leads today.Starting Price: $79 per month -
12
EbixASP
Ebix
EbixASP is the first online agency management system built from the ground up to take full advantage of what the internet has to offer. No longer does an agency need to worry about maintaining updates of agency management software or worrying about whether a backup is valid. The only software required is Microsoft Internet Explorer 11.0 and a connection to the internet. Now you have access to your data anywhere, anytime, anyplace. Even your cell phone becomes an extension of your EbixASP system, allowing your agency to keep you informed with important messages while you are out doing what you desire to do – SELL INSURANCE! EBIX, a leading international supplier of On-Demand software and E-commerce services to the insurance industry, Ebix, Inc., (NASDAQ: EBIX) provides end-to-end solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry. -
13
Sagitta
Vertafore
The enterprise-class agency management solution for your insurance business. Whether you’re growing organically or through acquisitions, your needs as a large business differ from those of local, independent agencies. Sagitta provides an insurance solution that meets your enterprise needs and allows for rapid growth through acquisitions or traditional methods. It also supports your complex and specialty lines of business. Get flexibility at the user and department level to enable your agency to work the way that is best for your business. Advanced accounting and finance capabilities address your agency's unique needs, so you save time. Grant or restrict access to sensitive information at the user level to ensure your data remains secure. -
14
Xanatek
Xanatek
An intuitive system based on the latest technology — bundled with unlimited training and support. Our mission is to ensure you get maximum value from your agency management system. We specialize in solutions for small and medium-sized agencies with a single focus on customer service. Xanatek was founded by Brent Sheppard—a former insurance agent—who realized there was an opportunity for agents to get more value out of their management systems. Brent saw an opportunity to create an easy-to-use management system and bundle it with support and training at a value-based price. His goal: give small and mid-sized agents the systems they need to run and grow their businesses while providing the right support to enable them to fully utilize the technology. Today, the company, which has been in business since 1995, helps independent agents better run their businesses with our advanced, cloud-based agency management system. Using our system, agency staff can access critical client data.Starting Price: $795.00/one-time -
15
Hi Marley
Hi Marley
Experience the Hi Marley texting platform, connecting carriers and their partners to the end customer for that moment of truth. For claims, underwriting and policy interactions, Hi Marley has insurance carriers covered! Our integrated, AI-enabled texting solution allows insurance carriers to deliver a seamless and modern communication experience that today’s insureds expect. The Hi Marley platform is solely designed for the insurance industry, offering best-in-class features and functionality aimed to delight end customers. Representatives interact through our web-based application while customers communicate through a simple text conversation — no app download or webpage visit necessary. When selecting Hi Marley, you’re not just choosing a texting platform, you’re investing in your customer’s journey for a better way to experience insurance. Our team comes from deep-rooted insurance backgrounds, solving the problems we know exist. -
16
Ask Kodiak
Ivans
Finding and marketing to the right agents doesn’t have to be difficult, expensive and inefficient. Quickly automate appetite communication to more effectively market products. Ask Kodiak is an exceedingly simple way you to share risk appetite with agents & brokers. Market product details directly at the exact moment agents are searching for the right markets to submit new and renewal business. Convey your latest appetite and market your product details precisely at the moment agents are searching. Real-time visibility into search trends, product market opportunities, and your own product performance help you make informed decisions about how to better design and market your commercial insurance products. Aligning on each specific risk results is a win, win. With the ability to present the best coverage to their clients, agents keep your business top of mind. IVANS is ready to provide your business the advanced insurance software and solutions to digitally distribute products. -
17
AgentCubed
AgentCubed
Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more. -
18
Mindware Insurance Agency System
Mindware Systems
We provide comprehensive solutions for small and medium companies in improving quality and productivity of work at a very competitive price. MIAS is specially designed for Insurance Agencies and Agents. Powerful, Easy-to-Use, Affordable, Lower maintenance costs, Fast and effective systems implementation and integration. It can handle your daily tasks as well as accounting statements. We can import the data from the program you are currently using to MIAS. Enter quotations, policies, endorsements, renewal notices, payments, commissions and generate outstanding payments & sales reports. Scan all your documents Proposal Forms, Schedules, CI’s, Endorsements, claims and link them to policies so that you don’t have to search hard copies. Templates are specially design input screens for each class of insurance. Find Policies by any given details (eg. Customer telephone, Name, Address, Policy number, endorsement number, etc…). -
19
Agency Office
Agency Office
Cloud based platform ensures that you never have to worry about buying and maintaining servers within your offices. Agency Office provides all its applications and websites from a tier 1 data center in UK, where a suite of powerful servers, running its virtualized infrastructure. These servers are configured in a load-balanced, highly resilient topology, with automated failovers, real-time backups, off-site regular backups, and redundant hardware. The management software for business transfer agents and commercial property agents. Agency Office provides commercial property agents and business transfer agents with cloud-hosted customer relationship management software (CRM), and market-leading responsive websites. Cloud based software ensures that you do not have to worry about buying and maintaining servers within your offices. We use the best practice for menu and screen layouts, and provide commonality for ease of use. -
20
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 -
21
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 -
22
Zywave Sales Cloud
Zywave
Streamline mission-critical workflows to fuel organic growth. Every agency needs a process to find and write new business, while providing the best service to renew current clients. Enable your agency with world-class technology to automate your everyday tasks, so that you can deliver superior value to your prospects and clients. Get in front of qualified leads and retain your existing clients by using technology to elevate your sales, renewals, and servicing. Enhance the entire process—all the way from prospecting to renewals—by using the game-changing tools available in the Zywave Sales Cloud. Compete on a whole new level by using our comprehensive suite of tools to generate new leads, nurture prospects and existing clients, and streamline servicing workflows. A comprehensive platform to simplify your entire sales process. Identify and market to new leads, coordinate all your communications with ease and take control of prospect meetings by delivering valuable insights. -
23
Eclipse
North American Software Associates
Eclipse offers the robust features independent insurance agencies need, without burdening their budget. It’s the ideal tool for tracking data and hitting sales goals. Make digging for client data and deal with external accounting platforms' problems of the past. With Eclipse, your agency can automate many of its manual processes and give agents more time to connect with current and prospective customers. The Eclipse Agency Management System follows a per-user pricing model. With per-user pricing, there is no mystery behind how much the software will cost. Instead, agencies always have a clear idea of what their investment will be, and they are in control of whether the costs go up or down. When your agency grows and you add more agents, those agents will become new users. If your agency operates or acquires additional locations, Eclipse's Multi-Agency scalability allows your system to grow with your business. -
24
Agency Matrix
Zywave
The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface, and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard. Agency Matrix reduces the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production. Save time and money with automated reporting and telephone integrations that automatically launches a client’s account based on the incoming phone number. -
25
ARS Manager Plus
Agency Rating Systems
In today's slow economy and competitive business environment, you need an affordable insurance agency management software system that gives you the ability to process your workflow faster than ever before. ARS Manager Plus will make your staff more productive and your agency more profitable. ARS Manager Plus is a powerful 32 bit Agency Management System designed to give you total control of your agency. From a Transactional filing engine to a powerful internal word processing feature, to scanning or capturing and displaying stored images and documents, Manager's comprehensive features allow you to leverage your agency's automation needs. See a list of important features in this third-generation Agency Management System by ARS. ARS Manager Plus is no ordinary insurance software application. It is a full-blown and state-of-the-art agency management system. -
26
IMPACT Insure
RiskFree
IMPACT Insure is the next generation of risk insurance and back office software for the insurance sector. Whether you are a small MGA or a large Insurer, we have a solution which can be tailored further to meet all of your business needs. This means in many cases you could have a much more automated system. IMPACT is designed for risk insurers, general insurers, insurance brokers, Syndicates and MGA’s. The flexibility of the system means we can support any type of business including marine, aviation, buildings, life, motor, medical, general, pet, re-insurance and more. Clients range from large established multinational insurers to small or medium organizations who are looking for the right software to help them expand and grow. IMPACT allows complete customer management and multiple policies for different business types. It can also handle claims and has a full paperless office document generation and management system built-in. -
27
AgentMethods
AgentMethods
All-in-One Website Marketing Platform for Insurance Agents. Your new and beautifully designed insurance website, online in minutes. Beautiful websites designed to sell insurance. Use AgentMethods Insurance Email Campaigns to generate new insurance leads, increase referrals, or cross-sell products to your current customers. Agents can create insurance email campaigns easily with our platform. Choose from our library of carefully crafted campaigns, which are all ready to go with images and copy. Then schedule your email delivery.Starting Price: $149.00/month/user -
28
Sentry
Sentry
Sentry is a management system developed to facilitate the administration of insurance policies for the modern insurance agent. Our system is the best ally for insurance agents who have a vision of leadership and professionalism, based on security and innovation. A policy administration system developed to enhance the skills of the modern insurance agent and drive them to success. Providing you with tools that allow you to offer a service of excellence; stay organized, save time and improve communication with your customers and much more. -
29
GloveBox
GloveBox
The agency branded self-service platform connected to all insurance carriers. A premier technology for the IA channel. GloveBox is a centralized mobile and web application allowing insurance policy holders to access their policy documents, pay a bill, initiate a claim and so much more regardless of which carrier their policies are written with. The goal of GloveBox is to enhance the customer experience for the insurance client while reducing service costs and increasing overhead for both agencies and carriers. A seamless all-in-one platform connecting clients to your agency and their carrier(s). Choose from a full list of insurance companies to organize personal lines policies inside your GloveBox. Once your carrier is selected, it is added to your homepage and you may proceed to register for an account and/or login. GloveBox includes robust automation for client distribution and a seamless in-app experience.Starting Price: $150/month -
30
Gen4 Agency Management
Gen4 Systems
An agency management system the whole team will use. From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use. The Gen4 sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency. Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency. Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.Starting Price: $195 per month -
31
Applied Rater
Applied Systems
Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting. -
32
TIS
Comtec Global
An integrated general insurance software designed for insurance companies processing all personal and commercial lines of business. All TIS modules draw their information from a single instance database and business rules repository. The application supports the entire spectrum of core insurance-related functions including client administration, underwriting, policy and endorsement generation, claims management, co-insurance/reinsurance handling, billing and collection of payments, cash receipts and disbursements, agency and commission management, production processing and management reports - all combined within a multi-company, multi-currency and multi-lingual system. Reinsurance accounting and automated underwriting systems. Insurance Products Generator and rating tool. Policy Administration. Billing and Collection. Claims management software. Agent commission management. -
33
Agency Advantage
Agency Advantage
You are in business to build a successful insurance agency. The problem is efficiently serving and retaining customers while acquiring new ones. Let us show you how to boost your agency's sales, renewals, and profit. If you don't succeed then we don't succeed. We care about your business because that's how it should be. Every agency is different. Our training staff goes beyond covering the basics to help maximize the benefit of Agency Advantage in your workflows. We don't make phones, laptops, or printers, but we have to deal with them too. Our fast friendly support team can assist you with all your Agency Advantage technical questions. -
34
ePayPolicy
ePayPolicy
The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Easily collect credit card and ACH payments from insureds using your own branded payment page and unique URL. Collect and send funds across the insurance industry and utilize additional features after integrating your management system. Easily collect digital payments from insureds and pass them along to your broker and MGA partners with ease. ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry.Starting Price: $20 per month -
35
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 -
36
InsurIQ
InsurIQ
InsurIQ provides technology services and solutions, exclusively serving the insurance industry with a wide range of specialized resources and state-of-the-art products. Our flagship product is secure, flexible, and scalable for all areas of your business including A&H applications. InsurIQ's ACM allows agents to self-enroll and automate the workflows for those responsible for agent compliance. InsurIQ's DISE is our consumer-facing sales enrollment solution, providing full web and mobile access. Elevate your organization's capabilities through WorkflowIQ's powerful, yet simple automation features. Insurance processes often involve complex decision-making based on a variety of factors. Automating these requires sophisticated algorithms that can handle a wide range of scenarios. The insurance industry is heavily regulated. Any automated system must comply with existing regulations, which can be a moving target as laws and guidelines evolve. -
37
Special Agent
Special Agent
Save time and money while increasing your productivity and sales volume with Special Agent, the complete insurance agency management software system. The wide range of powerful and intuitive features in Special Agent will help you better service your customers and increase revenue without emptying your bank account. Contact us to schedule a demo or Chat Now with a live representative and you'll see why agents that switch to Special Agent become raving fans. Special Agent puts your agency - every client, carrier, policy and form, at your fingertips. It works like you work, with all the functions designed for speed, accuracy and efficiency. Special Agent works with your carriers to provide seamless integration, avoid duplicate entry, and put the most current information at your fingertips. -
38
Layr
Layr
Grow your small business book with a platform that offers AI-powered prediction and placement, COIs on demand, a true end-to-end online application, and so much more. Layr empowers brokers and agents to provide small businesses with the insurance coverage they need. Layr's technology enables companies to get liability insurance protection and pay for it monthly with a credit card, entirely online. We provide detailed explanations of why the questions are asked and how answers may impact insurance premiums. Smart Quote lets you start a proposal now and finish it when you're ready. We revamped the standardized questions to ensure that our Smart Quote application is easy to follow and understand. While traditional insurance brokers are forced to wait on the insurance companies for quotes, we built our own rating algorithm so you don’t have to. -
39
Msg Life
Msg Life
msg life has been setting standards in the market since 1980 with its software and consulting solutions for insurance companies. Many customers all over the world rely on our expertise and professional know-how. With offices across Europe and branches in the USA, we offer standard solutions for rapid roll-out as well as customized services across all insurance sectors. Our industry knowledge is unequaled in the market and will give your company decisive competitive advantages. Our products and solutions are not only deployed successfully in life insurance and retirement planning, but also for non-life, personal liability, and health insurance. msg life creates intelligent ideas and solutions that are key to your success. We are helping our customers overcome the challenges of digitisation sustainably, reliably and with a sense of perspective. Our portfolio extends from customized consultancy and professional services to mature standard software products and all-inclusive solutions. -
40
InsuraSphere
IDP
InsuraSphere is a full suite of products and solutions that grows with your business. InsuraSphere is the complete suite of products designed by insurance people, for insurance people. Keep track of essential information across your business, like policies, quotes, claims, agents, and more — all in one place. Streamline your processes by using InsuraSphere’s integrated policy form management system. Give your stakeholders access to the information and workflows they need with agent and insured portals. Grant agents the ability to rate, quote, and issue their own policies based on your company’s business rules and role-based permissions. Customize your company workflows by added third-party integrations. InsuraSphere is designed for the evolving needs of carriers and agents. Whether you’re just starting, moving from a legacy system or want to bring your policy admin into one single product, InsuraSphere is designed to grow with your business. -
41
Cratchit LTX
Systeme Software
Whether you run the licensing department for an insurance carrier, work in a call center, or run a small agency, the licenses and appointments of your agents are critical to your ability to do business. Systeme Software proudly offers Cratchit LTX™, designed to give you the efficiency and flexibility you need to meet your goals. Since 1983 our software has helped insurance professionals at all levels keep their data under control allowing them to manage the day-to-day issues that come up in the insurance business. Our easy, user-friendly software is intuitive and works without any special requirements. It's entirely web-based so you never have to download, install, or update a thing. Cratchit was created in 1983 by PC Designs, Inc. of Wayne, PA. Compliance with state, local and federal laws is critical to your company. With Cratchit LTX™ you never need to worry about the status of your sales force and their licenses again. We keep up with those rules and keep our software current. -
42
Amsoft
Hoffman Computer Systems
We at Amsoft have been in the Insurance agency software business since 1981, and in the industry since long before that. We plan on being here a lot longer. If you want to hear the basic facts about us, we can sum it up in a few sentences; We are a small company with a solid product built on reliability, functionality, and care. We are from the Insurance business, so we know your challenges, and work to ease if not solve them. Our tech support is responsive and effective, because that's how we want it, and, Amsoft is a good program that minimizes our calls to start with. Each year Amsoft gets better due to your feedback. The programming we do today benefits from a decision we made years ago when we converted Amsoft from a DOS program to a Windows program; we intentionally kept the coding simple - simple is reliable.Starting Price: $425 per year -
43
QuotePro
QuotePro
Private-labeled mobile apps that enable your customers to shop, schedule service, accept payments and more from their mobile devices. Convenient online shopping solutions that integrate with your software system of record. Showroom and cashiering kiosks that make self-service simple and take all types of payments, including cash. Insurance is our history and we offer multiple insurance agency and carrier services that help you sell and service online. See your sales and marketing results real-time in easy to understand dashboards. Our call center technology provides a reliable payment and service option by phone. QuotePro has web, mobile and kiosk solutions that help you quote, sell and accept payments safely and accurately – online or in-store. Our analytics dashboard enables your team to accurately measure sales and identify growth opportunities for your business. -
44
Vertafore AMS360
Vertafore
The foundational agency management system for your core business. As part of Vertafore’s best-in-class platform, AMS360 is an agency management system that provides the foundation for independent agencies to grow their businesses and boost their profitability. It helps streamline workflows, improve renewals and retention, and drive new business resulting in improved employee productivity and superior customer experience. Reduce time spent on finance and accounting with solutions designed to meet your needs. Automatic alerts help you stay on top of renewals and rate increases so you can increase your retention rate. Integrate the agency-carrier workflow with TransactNOW and free up time to focus on your customers. Access your Vertafore solutions with single sign-on, so you don't have to remember multiple logins. A robust library of APIs allows you to seamlessly integrate applications with AMS360®. -
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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. -
46
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 -
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Insurmi Violet
Insurmi
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. -
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ForeSight
Insurance Technologies
Leverage the robust features of ForeSight® to maximize distribution strategies and automate the illustration sales process for greater business efficiencies, agility and increased speed to market. ForeSight® provides carriers advanced features including robust rules, pre-built sales tools and unique system customization to quickly promote products to distribution. Deliver a dynamic and guided illustration sales process, making the complex simple for your sales force so they can deliver products and solutions faster and with more confidence. Deliver anytime access to customized, accurate and compliant sales presentations for all lines of business from one sales illustration system. With ForeSight your sales force can quickly run, compare and illustrate life, annuity, disability, long-term care, critical illness and structured settlement solutions to solve their clients’ insurance and retirement goals. -
49
SegFlexNet
Autorun Informática
The SegFlexNET - Software for Insurance Brokers is ideal for you to manage your insurance broker .The technology is one of the most modern in the market, the system is very simple to use, the screens are intuitive and modern, the database is SQL, the support team is formed by great professionals with fast and agile service, all very well thinking and planned so that you have the best possible results. The growth of your brokerage starts now. Accessibility - With the cloud server, the broker can access his broker’s information from anywhere, he can take “his office” to his home, his client, holidays, fairs, trips, etc. Agility - Your broker’s information will always be at your fingertips, any time of the day or night, you will always have immediate information to provide to your clients Economy - It will not be necessary to invest in infrastructure to use the software. We will always be with our server updated and making periodic upgrades to it to ensure maximum performance. -
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Commission Tracker
Commission Tracker Software LLC
With Commission Tracker as part of your team, you gain the advantage of streamlining your commissions process effortlessly. This powerful tool enables you to conveniently pay agents, generate reports, and achieve much more. Numerous agencies initially struggle with tracking commissions using inadequate tools, leading to overwhelming situations where producing necessary reports becomes challenging. However, Commission Tracker can completely revolutionize this experience. Instant Access to your data from anywhere! Nothing to download, install, update or backup ever! Perfect when multiple users need access from various locations but still want to share the same database.Starting Price: $67.00/month/user