Alternatives to AgentCubed
Compare AgentCubed alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to AgentCubed in 2024. Compare features, ratings, user reviews, pricing, and more from AgentCubed 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. -
2
Creatio
Creatio
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.Starting Price: $25 per user per month -
3
Verity
VRC Insurance Systems
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.Starting Price: $150/user/month -
4
SalesExec
ClickPoint Software
SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.Starting Price: $65.00/month/user -
5
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 -
6
Guidewire
Guidewire Software
P&C insurers need a platform that helps them engage personally, innovate freely, and grow efficiently. At Guidewire, we are utterly committed to your success. We combine digital, core, analytics, and AI to deliver our platform as a cloud service. And with the largest R&D team, services team, and partner ecosystem in the industry, we continually evolve and innovate to meet your needs. Maybe that’s why more than 450 insurers, from new ventures to the largest and most complex in the world, run on Guidewire. Truthful relationships with customers, prospective customers, partners, investors, and each other. Communicating through clear arguments, building excellent quality products, and making decisions carefully on the basis of factual evidence. Chosen by more than 450 insurers, from new ventures to the largest and most complex in the world, Guidewire is the most trusted platform in the industry. -
7
OWLS
OWLS Software
OWLS Software is an end to end cloud based IT system that is used to administer every process in the insurance lifecycle for both short term and long term insurance products. What sets OWLS™ apart is our attention to detail and desire to continue to push what is possible. Our features are designed to be simple and intuitive for every client and consumer to use. OWLS™ Insurance Software The standard in insurance, functionality, security & feature versatility. Cutting-edge technology for the insurance market that automates, streamlines and improves straight through processing of claims all in one place. Simplify your insurance complexity.Starting Price: $1000.00/month -
8
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 -
9
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 -
10
AgentSync
AgentSync
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. -
11
HealthSherpa
HealthSherpa
HealthSherpa is a certified partner of Healthcare.gov that has created a simpler platform to enroll in Affordable Care Act health insurance plans. We work with consumers, employers, insurance carriers, insurance agents, and nonprofits to enroll as many people as possible in these subsidy-eligible, comprehensive health plans. For insurance carriers, we power their websites so that they can enroll people in Affordable Care Act health plans. For insurance agents, we provide superior enrollment technology, a CRM, and communication tools so that they can enroll more clients in plans that make sense for them, faster–and we have 40,000 agents using our platform. For consumers, we provide decision support tools to help folks choose a plan that makes the most sense for their healthcare needs and budget. HealthSherpa has enrolled more than 5 million consumers in coverage, and we show all the same plans and prices as HealthCare.gov. -
12
INSXCloud
My1HR
Make INSXCloud your marketplace for on-exchange ACA health plans and off-exchange ancillary coverage such as dental, vision, accident, and short-term medical options. INSXCloud has assisted agents, agencies, and issuers with the quoting and enrollment process for individuals and families choosing Affordable Care Act and ancillary health coverage since the Federal Marketplace opened in 2014. During that time, we have helped agents and issuers enroll over 2 million members in on and off-exchange health, dental, vision, and other ancillary coverage. e-Commerce on your terms: The EDE version of INSXCloud is built to support agent-led and direct-to-consumer enrollments. When you work with us you control the marketing to your clients, not us, so you manage the message. Our site has time-saving features like the upgraded provider lookup that tells you which doctors accept specific plans and a ‘Pay Now’³ feature for many carriers which allows you to set up your clients’ payment. -
13
InsureEdge
Damco Solutions Inc.
InsureEdge is an end-to-end Insurance Software designed to help insurance businesses gain maximum value through its comprehensive modules. The highly customizable and configurable solution boasts of the industry’s best insurance processing functionalities. Suitable for multiple lines of insurance businesses, InsureEdge can effectively and efficiently manage and streamline workflows to boost performance, profitability, and accuracy. It supports a variety of everyday operations through back office automation and other modules including customer relationship management, policy administration, claims processing, and more. As a flexible and scalable insurance software, InsureEdge is the key to future proofing your business. -
14
InsurancePlus Software Series
United Systems and Software
USSI is proud to present its entire line of professional insurance software solutions designed and developed as an all-encompassing turnkey administration offering. USSI's comprehensive software solutions ensure that your insurance company is operating at the highest level in an ever changing and competitive marketplace. USSI's InsurancePlus Individual Life and Health Administration software solution manages books of business for traditional and non-traditional Life and Health insurance companies. Product lines supported include Whole and Term Life, Interest Sensitive, Final Expense, Annuities, Supplemental Health, etc. USSI's InsurancePlus Group Life and Health Administration software solution manages books of business for Group Health insurance companies, Self-Insured Funds, and TPA's. Supported plan offerings include Point of Service, Major Medical, Term Life, High Deductible, Traditional Indemnity, etc. -
15
AgencyBloc AMS+
AgencyBloc
AgencyBloc, the #1 Agency Recommended Management Platform, supports life and health insurance agencies with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.Starting Price: $105.00/month -
16
EbixEnterprise
Ebix
EbixEnterprise is a comprehensive insurance management solution that streamlines policy management throughout its lifecycle. EbixEnterprise contains six components, Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analysis, and consumer web portal. Each of the components is seamlessly integrated with one another, which allows data to flow between each other as dictated by the business need. SmartOffice CRM provides organizations with the ability to maintain agent/broker information, commission rates, manage sales pipeline, state license information. EbixEnterprise's Online Quoting Portal, HealthConnect, is the leading health insurance exchange for buyers and sellers of health insurance and employee benefits. EbixEnterprise Administration is a fully functional policy administration system that provides all of the tools that are necessary to manage policies, define plans, maintain plan rate information, etc. -
17
CareVoice
CareVoice
We combine our keen eye for affinity product opportunities with unparalleled digital experience & go-to-market execution, helping insurers to reach untapped markets with speed. CareVoiceOS is the first healthcare operating system for insurers, creating an ecosystem that transforms member experience and positively impacts member behavior. We bring to insurers a plug-and-play ecosystem dedicated to creating tailored digital journeys for insurance members. We allow insurers to play an important role in members' lives. We help insurers lower cost, increase member satisfaction, drive up sales growth and renewal rate. We help you create innovative health insurance products tailored for specific untapped market segments, allowing you to reach, educate, and convert customers that you have never reached before. Extensive and rigorous targeted market research and product prototype validation. -
18
FINEOS
FINEOS
The FINEOS Platform provides clients the only complete end-to-end SaaS core product suite that includes FINEOS AdminSuite enabling quote to claim administration as well as add-on products, FINEOS Engage to support digital engagement and FINEOS Insight for analytics and reporting. The foundation of your digital insurance strategy. The FINEOS Platform seamlessly blends FINEOS AdminSuite + FINEOS Engage + FINEOS Insight + Platform Capabilities to create the most modern single core insurance platform for Life, Accident and Health. Legacy core systems utilized a ‘one size fits all’ business technology approach that no longer fits the needs of an agile business. Today, consumers, employers and brokers have access to powerful SaaS computing platforms and software tools that set a much higher bar for an insurer’s digital strategy. Monolithic insurance software models of the past focused solely on details of the insurance contract. -
19
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. -
20
i-underwrite
Intelligent Life Technologies Limited
I-underwrite delivers world class auto-underwriting. We offer a comprehensive set of software modules capable of delivering a full, end-to-end insurance sales process online, including needs analysis and quote, e-application, auto-underwriting, digital signature, up-sell or cross sell, offer and acceptance, payment processing, policy issue, reporting and data analytics. Auto-underwriting software The cornerstone of our digital insurance software is our auto-underwriting rules engine. Underwriting rules can be quickly and easily configured to auto-decision life, critical illness, disability, income protection and medical products to meet the specific needs and underwriting philosophy of any insurer. The rules engine is available as a ‘self-contained’ module, which can be integrated into an insurer's hosted environment or provided on a Software - as a Service model. Plug into the i-underwrite U/W engine using any electronic distribution system. -
21
JET Insure
JET Health Solutions
Successful insurance companies use our SaaS platform to deliver a branded shopping experience, automate policy administration and foster collaboration across customers, brokers and healthplan teams. Power your business with our best-in-class platform and bring velocity, agility, efficiency and compliance across your organization. Never miss an opportunity to win a customer by effectively presenting your list of health plans and insurance products. Boost process efficiency, orchestrate work queues to keep business operations running smoothly, and improve client follow-ups. Save time by letting JET Insure keeping track of events so that you could focus on the core business activities. Let us show you how we can optimize your business for current and future healthcare needs – and how our product can help you grow faster. -
22
ALFRED Claims Automation
Artivatic.ai
Filing claims are complex and critical processes. More than 60% of people do not file complex due to its complex processes and time taking nature. Artivatic’s dedicated claims platform for each insurance vertical helps insurance businesses to enable digital claims journeys, self-claims processing, automated assessment, risk & fraud intelligence and claims payout. ONE PLATFORM FOR ALL YOUR CLAIMS NEEDS. End to End Claims Automation and Assessment Platform AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL CLAIMS – DEATH CLAIMS – FIRE CLAIMS – SME CLAIMS – BUSINESS CLAIMS – COMMERCIAL CLAIMSStarting Price: $10/claims/month -
23
AUSIS
Artivatic.ai
AUSIS – Full-stack Behavioral Underwriting AUSIS enables insurance businesses to provide in-depth underwriting, scoring & decisions in real-time. AUSIS provides reduction in cost, time, risk & fraud with enhancing efficiency, decision power, alternative scoring and more. AUSIS helps increasing STP from NSTP and also enables non-invasive methods of health data aggregation from AQI, Location, Mortality, Social, Photo, Video, Health Devices, Weather, Sanitation and more. AUSIS reduces up to 40% reduction in per policy issuance.Starting Price: $10/month/user -
24
Excellarate
Excellarate
Harness the power of data and technology to chart a path to the future. Efficient, secure, compliant, and scalable frameworks that cover end-to-end processes and services to support your institution’s performance and impact. Leverage cutting edge digital technologies to redefine customer engagement and improve operational efficiencies. Cutting-edge technology and deep domain expertise that help you get to market faster and accrue value sooner. Our solutions and frameworks are lightweight and user-friendly. They seamlessly fit into your processes, reduce errors with automation and increase performance. Agile DNA. Expertise and experience across cutting-edge technologies that supercharge your digital transformation efforts. Good things happen when a company prioritizes innovation and digital transformation in its business strategy. Cutting-edge technology, business and digital transformation frameworks and deep domain expertise in HealthTech, InsurTech, and FinTech. -
25
EnoviQ
EnoviQ Technology
We are here to digitally transform your business model, operational process, and customer experience through cloud-based API-enabled solutions. Also, to provide best software used by insurance companies. Our 150+ IT professionals use the latest technologies, frameworks & hi-tech methodologies to offer impeccable and quality services. We work together to evaluate opportunities and leverage the best innovative system to aid your insurance business. EnoviQ Technologies is a leading platform that brings cloud-based API management solutions' expertise on a single platform to address the needs of modern-day cloud-based APIs. It ensures to offer compatible software for insurance company. -
26
Quotit
Quotit
The all-in-one insurance quoting, enrolling, and lead management solution designed for today’s insurance professionals. Whether your primary business is done through traditional face-to-face, telephone, E-commerce sales or all of the above, Quotit offers you solutions that transform your customer’s experience with convenience, personalization, and automation. Invest in health insurance software to build more efficient and productive processes that delight your clients in each interaction. Whether you are looking for a turnkey solution or access to consolidated data and functionality, we’ve got you covered. Included in our out-of-the-box solutions or stand-alone cloud-based API, the backbone of your operation is access to health plan data from hundreds of carriers across the country in one place.Starting Price: $199 per month -
27
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 -
28
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 -
29
mPACS
Mandon Software
mPACS by Mandon Software is a specialist insurance software solution purpose-built for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. Robust, feature-rich, and flexible, mPACS provides a complete solution for managing quotations, policies, and claims. Available on-premises or in the cloud, mPACS offers a rich set of features for documenting, rating, quoting, renewing, claiming, marketing, interfacing, auditing, and more. -
30
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 -
31
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. -
32
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. -
33
InsPal
InsPal
InsPal is a comprehensive, integrated-yet-modular application tailored for insurance intermediaries that deals with all the needs of a modern insurance market. The design of InsPal is based on many years of insurance experience and insightful user comments. InsPal derives its rich functionality as a leading provider of insurance intermediary solutions. The InsPal platform opens up a new horizon for the insurance intermediaries and revolutionizes the way to work in the modern insurance market. With the increasing awareness of wealth and risk management in both developed and developing countries, there is a substantial growth of insurance needs around the globe. This creates a challenge to every level of insurance service providers, no matter insurers, intermediaries and individual agents, are seeking a better application to support their work and customers, strengthen the operations and create more sales. -
34
Mobinsure
Mobinsure Software Pvt Ltd.,
Mobinsure Software Pvt Ltd is Insurance domain specific software company, with a focus of developing world class software products for Insurance Intermediaries on SAAS or Cloud model. Features of these application are Premium Calculator, Premium Quotations, Partner or Channel Management, Lead Management, Customer Management, Policy Management, Renewal and Meeting Reminders, Birthday and Festival Wishes, MIS Reporting. It is end to end Insurance CRM for all intermediaries.Starting Price: $15.00/month/user -
35
eHealthApp
eHealthApp
eHealthApp provides the ability for brokers and consultants to differentiate themselves by efficiently gathering health information. The collected information can then be used to obtain health underwritten quotes and provide the opportunity for the broker to analyze the information to objectively determine the best fit for their group clients. TPA's, GA, and Carriers can sponsor eHealthApp for brokers in a manner that does not help the competition, increases underwriting accuracy, and make products more widely available. -
36
TBW (The Broker's Workstation)
Rival Insurance Technology
TBW (The Broker's Workstation) Integrated Management System is a true fully integrated SEMCI solution for insurance brokers across Canada. The Broker’s Workstation (TBW) is a fully integrated suite of automation tools designed to support the operations of property and casualty insurance brokers and agents. Built with CSSI's industry-leading, real-time technology, TBW is continuously enhanced to help brokers stay competitive and better serve their customers. TBW integrates the following components within one system, allowing the broker to maximize efficiencies: IntelliQuote Rating and Underwriting. IntelliQuote is a rating, quoting, and underwriting system with Home/Tenant/Condo, Personal Auto, Commercial Auto and Agro. Real-time rating and upload. CSIO application and pink card generation with direct to company upload capabilities. 1,800 Insurance Company/Region/Line rate manual supported. API rating and direct company rating available. -
37
Broksy
Broksy
Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time! Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage. All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze. While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales. -
38
samedi
samedi
samedi is a web software solution for cost-saving and service-increasing patient coordination. The secure networking solution can be used in medical practices, clinics and operating theaters. The work processes are optimized through effective and efficient resource planning, process control, online appointment booking and assignments. With the help of video consultation hours and online forms, processes can be mapped more flexibly, of course, while guaranteeing the highest data security. samedi is an e-health software for doctors, clinics and health insurance companies. samedi networks the healthcare system and optimizes medical procedures and processes. Simple, efficient and safe. With 12 years of expertise in e-health, we understand your individual needs and offer flexible settings for both simple and highly demanding process and workflow requirements. With our interfaces to almost every practice and clinic information system, we offer you smooth workflows.Starting Price: $45 per user per month -
39
EvolveNXT
EvolveNXT
Whether you are a health insurance carrier or any other broker commissions-centered business, EvolveNXT’s platform offers the ability to customize a suite of solutions to effectively streamline your sales performance and day-to-day management of complex business processes. We’ve spent more that a decade working with premier insurance carriers and developing a solution to handle the complex needs of highly competitive and regulated carrier markets. Our compliance-based solution will enable you to increase your organization’s sales channel efficiency while achieving sustainable enrollment growth. The most complex and highly regulated commissions are paid to Medicare brokers. Utilize EvolveNXT to manage and automate your Medicare compensation while keeping CMS compliance. Our commission's management software for insurance carriers improves operational efficiency while enabling teams to reach optimal sales performance. -
40
Collective Health
Collective Health
Collective Health is the first integrated solution that allows self-funded employers to administer plans, control costs, and take care of their people, all in one place. Let us show you how we deliver better benefits with curated programs, connected administration, and smart member experience. From scientists to truck drivers to musicians, we’re proud to serve the happiest clients and members in the health insurance industry. See why leading self-funded employers across the nation choose Collective Health. Are you a broker or consultant working to drive your clients’ healthcare strategy forward? Collective Health simplifies employee healthcare with an integrated technology solution that makes health insurance work for everyone. With nearly a quarter of a million members and over 50 clients, including Driscoll’s, Pinterest, Red Bull, Restoration Hardware (RH), Zendesk, and more, Collective Health is reinventing the healthcare experience for forward-thinking organizations. -
41
Alan
Alan
Finally simplify your life and take care of your employees. With Alan, goodbye to paperwork and opacity, no need to be an expert to meet all your obligations. Discover the health insurance that saves you a lot of time. A transparent offer. A super simple table of guarantees, 100% online and accessible at any time by your employees. With 0 paper to manage. Goodbye to paperwork, arrivals, departures, portability. Everything is managed from your mobile or your computer. And approved insurance Alan is fully-fledged insurance approved by the ACPR Banque de France and reinsured by CNP and SwissRe. All the protection of your employees in one place, without obligation. Alan green. Health coverage that provides complete protection without exploding your premium. Alan blue. Health coverage that reimburses superbly regardless of the doctor you see or the optician you choose. Alan Foresight. Provident insurance protects your employees against hard knocks: prolonged sick leave or disability, -
42
Enter
Enter, Inc
Enter gets Providers (doctors, practices & hospitals) paid faster than anyone in history. Enter processes health insurance claims and pays in 24 hours while automatically communicating and collecting patient responsibility with a white label collection engine, complete with payment plans. Enter is 30x faster at getting claims paid and 45x faster at getting patients billed at the same cost as existing medical billers. - $150mm+ of claims processed in just 1 year of operations. - $100mm credit facility actively being deployed for providers. - Revenue Cycle Management Partner for United Healthcare Nevada. - Enter supports a wide variety of specialties including ASC, Orthopedics, Neurology, Dermatology, Emergency Rooms, Behavioral Health, Pain Management and more. - Enter works with all commercial and government health insurance carriers. - Enter integrates with all EMR / practice management systems. - No monthly fees. No integration fees. - Enter is venture backed -
43
Reimbursify
Reimbursify
Reimbursify is the first and only mobile-enabled, software platform delivering a truly innovative solution empowering patients, serving practitioners, and enabling digital partners to easily file out-of-network reimbursement claims for medical and mental health services. Reimbursify is the fast, easy way to file out-of-network (OON) reimbursement claims from your health insurance company! Our intelligent app takes the pain and trouble out of claim filing to make sure you get all the money coming to you. Fast, streamlined registration for primary insured, spouse & dependents. Smart dashboard manages all your claims and keeps track of money you’re on track to collect. Proprietary Rejection Resolution Pathway to help resolve rejected claims fast. Provider search function that auto-populates provider information.Starting Price: Free -
44
Take Command
Take Command
Powerful new HRAs simplify the process of providing health insurance and provide you with peace of mind. Say goodbye to complicated group plans. Get started by answering a few questions about how you'd like your HRA to work. Don't worry, our platform will guide you through the process and put you in control as you craft your plan. Once you are done designing your HRA, we'll get busy taking care of the legal requirements and getting your employees setup on our platform. Once your HRA is established and your employees are setup on our platform, we will begin helping you manage the claims process. Each day we work to bring about a healthcare system that gives you peace of mind because we believe people deserve a clearer path to health insurance.Starting Price: $15 per user per month -
45
Ease
Ease
Ease (formerly EaseCentral) helps insurance brokers offer their SMB clients better service through simple technology. Ease makes it simple to set up and manage benefits, onboard new hires, stay compliant, and offer employees one destination for all their human resources information. Today, more than 70,000 SMBs use Ease for benefits and HR. -
46
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. -
47
LTS Pro
Business Assistant
This agent and agency management, marketing and tracking software system is designed to assist independent agents and agencies in tracking and running their agency more efficiently using best practices. The software is set up in an administration-mode. After the administrator signs in they go through the setup process by adding agents, carriers’ information, lead sources, and the drip campaign letters. They can also input group and individual commissions, create and upload custom letters, and set up all the group and individual client accounts for each agent. The software is designed to allow queries by carrier, by lead source, by type of lead, by agent. The administrator can run reports that display closing ratios such as sales vs. dead-leads, sales vs. callbacks. -
48
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 -
49
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. -
50
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.