Alternatives to Applied Analytics
Compare Applied Analytics alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Applied Analytics in 2026. Compare features, ratings, user reviews, pricing, and more from Applied Analytics 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
SmartCompliance
SmartCompliance
Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management. -
3
Quaeris
Quaeris, Inc.
Align analytics to your everyday business workflows. Your business relies on people, data and documents, but the process of using them is broken. QuaerisAI enables seamless downstream workflows across your People, Documents and Data Assets. Use natural language search on data, documents and collaborate in private or within Communities - all in one platform! QuaerisAI offers time savings of at-least 30 minutes to an hour/day/resource - imagine the productivity enhancements you give your users without the expense of buying and consolidating a bunch of AI tools. Quaeris can be rolled out to team of 10s or 1000s of users seamlessly within a matter of days - without much need of IT, and that is why IT & data teams love us!Starting Price: $100 per month -
4
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies. • Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships • Marketing tools with email campaigns, drip marketing, and texts • Automated insurance agency workflows • Business analytics, dashboards, and reporting for agency performance and pipeline management • Compliance and disclosure tools with e-signatures and required insurance documentation • Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management • Easy to customize for how your insurance agency works • Top-rated support • Free Android and iPhone apps • Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract requiredStarting Price: $85 per seat per month -
5
Tableau
Salesforce
Tableau, now enhanced with AI-powered capabilities and integrated with Salesforce, is an advanced analytics platform that helps businesses turn data into actionable insights. With Tableau Next, users can unlock the full potential of their data by accessing trusted AI-driven analytics. Whether deployed in the cloud, on-premises, or natively within Salesforce CRM, Tableau enables seamless data integration, powerful visualizations, and collaboration. The platform is designed to support organizations of all sizes in making data-driven decisions, while fostering a Data Culture through easy-to-use, intuitive tools for analysts, business leaders, IT leaders, and developers alike.Starting Price: $75/user/month -
6
Ivans Insights
Ivans
Ivans Insights is a solution unlike anything else available in the insurance industry that gives you the agency insights you need. This tool provides a simple, powerful, and efficient way for carriers to search multiple data points that provide valuable business and performance insights. Gain access to agency information that matters to you when making partner decisions. Search and find agencies with the type of business that fits with your goals. Learn about your agency’s download business and what its strengths are. Search among your current partner agencies to target opportunities for success and potential issues based on details you won’t easily find anywhere else. Fuel growth with new and existing partners. Search for new agencies based on what’s important to your market segment, book of business attributes, policy details, location, and key performance indicators. We provide you with monthly reports that include the agency details. -
7
Novidea
NOVO IDEA SOFTWARE
Advanced insurance software solutions for distributors who want increased profitability satisfied customers. Clarity and confidence for brokers, MGAs and insurers. Created specifically for insurance professionals, Novidea is the insurance software solution that turns your data into insights you can act on. With real-time visibility into every aspect of your insurance business, clear reports, and powerful analytics tools, your brokers can close more sales and improve customer relationships. We just completed a survey of brokers, agents, insurers and MGA's, and the results reveal some surprising contradictions. The report underscores how far tech perceptions are from tech reality - and how we can close the gap. We're an An end-to-end broker and agency insurance software solution that makes success simpler. One Unified View. 360-degree, front- and back-office visibility into the entire customer journey. Actionable Intelligence. On-demand insights, reports, and dashboards. -
8
Insurance Analytics Suite
Pentation Analytics
Insurance Analytics Suite offers Business Process Management (BPM) workflows designed for insurance carriers to add value across the customer lifecycle, for personal lines of insurance. It addresses the problem of underinsurance by enabling insurers to sustain customer contracts via intelligent workflows such as retention, cross-sell and claims process. Connect and move data from any source to create an insurance data model with enhanced data quality for analytics. Editable pre-built data flows to ingest the client’s data and to get consolidated data stored from multiple data sources & data types. Drag-and-drop ETL functionality. Support multiple storage technologies. Editable DQ rule definitions. Options to select storage technology. Pentation Analytics is an advanced analytics company focused on the insurance, banking & financial services segments. Based out of Mumbai, India and with presence in the US and the UAE. -
9
RiskMatch
Vertafore
With over $130B of in-force premium, RiskMatch is the most comprehensive data and analytics platform that provides agencies and brokerages with actionable insights to grow their business. It supplies better recommendations, identifies specific revenue opportunities, and informs executive decisions resulting in increased growth and better relationships with customers and carriers. You're sitting on a treasure trove of data, but without the right tools you might as well be mining in the dark. Find out how RiskMatch can unlock your data, today. Agencies and brokers using RiskMatch have answers to these questions, they average 7% higher renewals and cross-sell 1.4 more products per customer. Analytics in Your Inbox gives producers and account managers valuable insights into renewal information, commission insights, and cross-sell opportunities. See your entire business in one place, in real-time, by office, producer, product, industry, insurer and premium band. -
10
InsureEdge
Damco Solutions
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. -
11
OCTO
OCTO
OCTO’s insurance telematics proposition operates where subjective data or data shared belatedly can result in an unprofitable insurance offer. Risk definition, crash and claims, customer relationship management (CRM), insurers traditionally operate in these three areas, analyzing and evaluating risk, managing “bad events” and supporting customers. These fundamental processes may not perform at the highest level when insurance companies are not capable of collecting and managing the right type of data. OCTO’s insurance telematics proposition operates where subjective data or data shared belatedly can result in an unprofitable insurance offer. OCTO provides objective data, since these are real-time collected and based on real risk. Thanks to this new approach, customers become part of the entire insurance process: they constantly interact and contribute to profiling driver behavior, which allows the insurance company to customize the perfect offer. -
12
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. -
13
Sapiens DataSuite
Sapiens
Sapiens DataSuite is a comprehensive data and analytics platform tailored for the insurance industry, designed to transform raw data into actionable insights. It unifies data from diverse sources, providing real-time insights that enhance decision-making and operational efficiency. The platform offers a library of 70 pre-designed reports and 10 dashboards, allowing users to customize analytics to their specific needs. By leveraging advanced analytics, machine learning, and AI-driven solutions, DataSuite enriches the entire insurance value chain, embedding AI/ML into both back-office and front-office processes. It also integrates data from third-party service providers through Sapiens' partner ecosystem, augmenting business journeys and decision-making. DataSuite's high-throughput datastore unifies detailed data across all insurance business lines, streamlining efficiency with a holistic data approach. -
14
Book Roll
Vertafore
Book rolls have traditionally been a complex, time-consuming, and costly process involving travel, printed policies, and manual data entry. To get more of the policies you want, you need a simplified and effective process to focus more on risk analysis instead of manual processes. Conduct book rolls with your insurance agency partners in a seamless, efficient, and secure environment. With Book Roll, carriers can digitally request an agency’s book of business, without disrupting agency operations. Whether you’re focused on growing personal or commercial lines, Book Roll simplifies the process of evaluating new business and ensures that you’re easy to do business with. Assess risks to get more of the policies you want, and export data for more detailed analysis. Bridge policy data to your customer portal to take advantage of your own underwriting rules. Instant batch rating compares your current rates with alternative rates to quickly define growth opportunities. -
15
Moody's Analytics AXIS
Moody's Analytics
Moody’s Analytics AXIS actuarial system is a powerful modeling solution, used by insurers, reinsurers, and consultants for actuarial analysis of life insurance and annuity business. The AXIS actuarial system emphasizes performance, ease of implementation, flexibility, robustness, scalability, and transparency at lower cost of use. It delivers the flexibility to deploy large-scale computing power through an advanced cloud-based delivery platform or installed software. A flexible vendor-maintained actuarial system handles multiple applications such as reserving, asset and liability management (ALM), pricing, financial modeling, capital calculations, hedging, and financial frameworks. Project future monthly cash flows from starting liabilities and invested assets, for up to 100 years. Evaluate blocks of business using deterministic or stochastic projections of profitability and movements in surplus; evaluate the impact of reinsurance or changes in premiums and other plan values. -
16
RiskVille
RiskVille
RiskVille can help you automate core routine tasks within policy, claims and risk management. Manage your day-to-day operations including customer relationships, claims, policies and risks in one system. RiskVille is a cloud-based solution designed for any type of insurance business. We understand your business and know how important it is to see not only the whole picture of the business results but also to carry out carefully and accurately daily operations. Free up your people from doing monkey jobs and let RiskVille automate their routine. We all have audits and want to meet auditors with a smile feeling secure and compliant. Improve compliance by making audit processes more straightforward. RiskVille is GDPR compliant and hosted on the safe and secure Microsoft Azure platform ensuring safety and security for your data and processes. You can exceed clients' expectations by providing access to policies and claims via a simple online interface or friendly remind them about renewals. -
17
Insurity
Insurity
Our modern, API-based architecture facilitates quick, seamless implementations. Our low-code/no-code environment empowers insurers to quickly and easily build their own apps and integrate third-party services, continuously responding to ever-changing market needs. Always stay one step ahead of your customers’ needs—and your competitors! Our modern, highly-secure, cloud-based solutions provide cost-efficiency, flexibility, scalability, and the highest service levels in the industry. Insurity’s advanced RESTful API architecture and low-code / no-code development environment empowers insurers to quickly and easily build their own applications, creating their own customer experiences and continuously responding to market needs. With our industry-leading data and predictive analytics solutions, insurers are able to acquire business intelligence never before possible, and optimize their pricing, risk selection, and claims processing. -
18
Quantemplate
Quantemplate
Automate all your re/insurance data preparation, including Bordereaux management, MGA reporting, exposure management, fleet auto, aggregation and clash with integrated data quality assurance. Turn all of your insurance data sources into insights you can trust with the Quantemplate SaaS platform. Connect and cleanse your datasets, no matter how inconsistent or messy. Set data quality rules and quickly find failed data points. Rapidly bring together hundreds of datasets aided by smart mapping suggestions. Gain customer, market and pricing insights with flexible analytics tools, or export and share clean data. Integrate, automate and analyze your data sources, all in one cloud solution. Connect your datasets and gain insights in seconds, not months. A cloud solution your IT team will love. Fully encrypted, complete audit trail and ISAE and ISO accreditation. Zero-code interface allows you to freely explore, test and implement changes independently. -
19
Milliman
Milliman
Insurers are awash in data, the question is, how do you get value from it? Milliman is a leader in developing and applying analytics solutions to improve decision making, measure and manage risk, increase predictive accuracy, and automate complex tasks. Leveraging hyper-scale cloud technology and innovative statistical approaches, we can help you discover powerful hidden insights. We handle regulatory assistance for both P&C and life insurance. Get help with the actuarial aspects of financial exams, rate filing, and model reviews related to catastrophic risk. We handle model review for both P&C and life insurance. Validate internal and third-party catastrophe modeling to reduce risk exposure and improve decision-making. With our sophisticated modeling tools and global expertise, we can help you create accurate, actionable financial projections and reporting. We help you understand the implications of pending changes on reserves and capital to ensure continuous compliance. -
20
InsuredMine
InsuredMine
Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven QuotesStarting Price: $69per user per month -
21
teamthink Envoy
Athenium Analytics
Quality assurance software designed for insurance teams struggling with manual audits and reporting. Automate your claims and underwriting QA with questionnaire builders, instant file selection and real-time results. teamthink Envoy empowers QA teams to improve individual and team performance, drive financial results and increase customer satisfaction. The key to effective QA is accurately measuring performance against your best practices and then using those results to review and close performance gaps. teamthink Envoy helps you successfully navigate this process. With the right information at your fingertips, you have the knowledge to improve performance quality while reducing operational costs and streamlining your QA process. Transform your QA process from manual to automated and instantly access questionnaires and results data. Generate actionable reports that connect performance and QA issues directly to their effects on leakage and risk. -
22
PerfectQuote
PerfectQuote
PerfectQuote is Insurance CPQ to help brokers and general agents sell faster by eliminating the mind-numbing data entry required to sell and renew insurance. PerfectQuote® supports several lines of coverage, including ACA/Small group medical across all 50 states and large group medical, dental, life, and disability products with the industry's most popular carriers. The PerfectQuote® experience provides for error-free plan analysis, robust comparison tools, and enrollment and contribution modeling and offers the ability to easily export plan details to a streamlined spreadsheet or present online in today's new environment. Easily analyze hundreds of plans in seconds to help your clients find the best plan at the lowest price. Quickly export to our streamlined spreadsheet or present online. Show medical and ancillary lines of coverage without the hassle. Clearly see increases and decreases for key decision points across a variety of benefits.Starting Price: $129 per month -
23
Terra
Terra
Antiquated on-premise systems are a liability. Streamline your claims operations and improve efficiency with Terra's Automation, Integration, and Intelligence. Terra's products include Claims Management, Policy Management, Benchmark, and an Ancillary Services Marketplace. Manage risk with Automation, Cloud-Native, Integration, and Intelligence! Terra is a Cloud-Native Risk Management Information System for Property & Casualty Insurance. -
24
Decision Master Warehouse
Zywave
Benchmark your group's medical and prescription utilization and costs against one of the largest normative sets in the country. Use our advanced analytics to illuminate potential problem areas. Stop wasting your time with spreadsheets. With Decision Master® Warehouse's interactive dashboards and reporting, you can quickly get to the who, why, where, what and when, so you can deliver targeted, cost-saving strategies. Help clients make more educated decisions by test-driving alternative plan design options ahead of time. Assess how changes will affect both your client’s bottom line and their employees’ health care expenses. Our benchmarking data comes from one of the largest normative sets in the country, Truven Health Analytics and the Kaiser Family Foundation. Explore more than 60 categories, including total health plan costs, inpatient and outpatient claims, ER utilization and more. -
25
Assured Allies
Assured Allies
Combining data science & a human-centered approach to deliver the best aging outcomes for families and insurers. When health and function decline with age, the result is costly for families, insurance carriers, and society at large. Successful aging can slow down or prevent deterioration and allow older adults to live with dignity, choice, and independence in the place they call home. We understand who to help when to help and how to help using evidence-based intervention methods proven in population management. We shift populations to successful aging by utilizing our patent-pending technology and a human-centered approach. Identifies optimal timing and frequency of interventions to prevent further age-related decline. Analyzes blocks of policies to maximize the efficacy of interventions and increase block-level ROI. Supports individuals to succeed at achieving their goals related to where and how they age. -
26
LexisNexis Active Insights
LexisNexis
Active Insights delivers actionable intelligence that helps you increase retention, improve loss ratios and identify new opportunities. Anticipate key events for your book of business with Active Insights. Take a practical, proactive approach to identify and understand your customers’ changing needs. Engage your customers at the right time to help grow existing relationships and expand your book of business. Receive alerts for specific events you select to ensure that premiums accurately reflect changing risk. Fine-tune messaging tactics for more efficient, precise and well-timed customer outreach. Active Insights quickly matches life events to policies on your book and notifies you of critical changes that could impact your customers and your business. Customized updates ensure a comprehensive understanding of your book and give you the information you need to prioritize customers and effectively manage your risk. -
27
Earnix
Earnix
Data & analytics are at the core of Earnix-powered solutions. We employ world-class data science, analytical modeling tools, optimization algorithms, and machine learning capabilities in delivering the best priced and most personalized financial product to every customer, every time. We enable the development and integration of various traditional GLM/GAM and ML models with a focus on making sure these models can be appropriately leveraged for pricing, rating & personalization strategies. With this goal in mind, we developed a Hybrid Model which takes advantage of both the predictive power of ML models and the causal inferencing of classical statistical models. The Earnix solution includes a wide set of optimization algorithms geared to handle various pricing & rating structures, regulatory & business requirements, and market scenarios. The algorithms support solving complex portfolios, lifetime value, multi-product, rank, and customer-centric optimization problems. -
28
UrbanStat
UrbanStat
UrbanStat has more than 20 different modules to help you manage your portfolio better, automate your underwriting, select better risks, and price more accurately using geospatial data and machine learning algorithms. From high-level portfolio analytics to transaction-level risk selection and pricing. UrbanStat is a one-stop-shop for property underwriting in both personal and commercial lines. UrbanStat platform has over 30 different data points for every property in the US, Canada, and Europe. A single platform to manage your portfolios across borders. Integrate with UrbanStat as fast as 4 weeks. Whether you want to integrate on database level, file system level or through modern APIs, we have a solution for your needs. Duck Creek, OneShield and Guidewire integrations are readily available. This is our full automation mode. Set up your exposure alerts once and let our technology do the rest and notify you if there are areas that start accumulating more exposure. -
29
Mind Foundry
Mind Foundry
Mind Foundry is an artificial intelligence company operating at the intersection of research, innovation, and usability to empower teams with AI that is built for humans. Founded by world-leading academics, Mind Foundry develops AI solutions that help organisations in the public and private sectors tackle high-stakes problems, focusing on human outcomes and the long-term impact of AI interventions. Our intrinsically collaborative platform powers AI design, testing and deployment and enables stakeholders to manage their AI investment responsibly with key focus on performance, efficiency and ethical impact. Built on a cornerstone of scientific principles and an understanding that you can’t add things like ethics and transparency after the fact. The fusion of experience design and quantitative methods that makes collaboration between humans and AI more intuitive, efficient and powerful. -
30
Benelinx
Benelinx
Benelinx is a cloud-based agency management platform designed specifically for employee benefits insurance brokers to manage sales, client relationships, and policy operations in a unified digital system. Built on the Salesforce platform, it combines CRM capabilities, workflow automation, and insurance-specific data management into a single environment that supports the entire lifecycle of employee benefits services—from prospecting and quoting to policy management and renewal. It replaces fragmented tools and manual processes with integrated workflows that streamline agency operations, eliminate duplicate data entry, and centralize information across teams. Benelinx includes an integrated quoting engine, a customizable market plan library, and an automated document generator that allows brokers to move from quote to proposal and finalized sale much faster than traditional manual processes. -
31
ReFocus AI
ReFocus
ReFocus is an AI platform that derives insights from every customer interaction to match a customer’s wants and needs to products and services at scale. Maximize your sales opportunities by knowing your prospect’s wants and needs before the first interaction. With real-time insights into a buyer’s wants and needs, maximize every account rounding opportunity. Align opportunities to the sales process, increasing customer adoption of products and services. ReFocus AI uses live data to strengthen decision-making, streamline the sales process, and ensure customer success. ReFocus AI uses live data to strengthen decision-making, streamline the sales process, and ensure customer success. ReFocus delivers the best predictions, analyses, and time-savings solutions when you need it most. In an increasingly mobile world, we need increasingly mobile solutions. ReFocus is here when you need it, wherever you are. -
32
Zelros
Zelros
Automatically provide your advisors and policyholders with in-depth advice, and help them choose the right cover for their needs - in real-time. Leverage modern data to make the difference. Work remotely with intelligent applications. Streamline distribution and customer service for unprecedented customer experiences. Empower your organization with new skills and expertise in all lines of business. Run on our secure cloud and on-premise, with enterprise-level data anonymization, traceability and regulation compliance (IDD, GDPR). Connect seamlessly to your existing ecosystem through fast integrations with our partners Salesforce, Microsoft 365, Guidewire. From cover subscription to claim handling, deploy and monitor critical AI-driven processes in production, without compromising on fraud detection. -
33
InsurAMS
InsurAMS
InsurAMS is agency management software for independent insurance agencies, streamlining daily operations. The renewal queue prioritizes policy renewals by urgency, helping prevent missed deadlines. Agents can quickly generate certificates of insurance by auto-filling stored policy data, eliminating manual entry. The platform centralizes client management, providing access to records, policy details, and interaction history. An activity log tracks calls, emails, and notes, while task management links tasks to specific clients and policies. Metrics like total premium and breakdowns by coverage type and carrier offer insights into the book of business. InsurAMS supports CSV import for migrating client and policy data and allows data export to ensure agency ownership. With minimal setup, agencies can start using the system immediately without extensive onboarding.Starting Price: $99/month -
34
OneLink
Intruity
OneLink was created with the agency owner in mind. We were born out of the desire to obtain a more comprehensive and advanced technology base for the insurance industry. OneLink leads the industry as a complete and diversified solution. OneLink gives you complete control of your agency. Easily create hierarchies and manage user access. Keep track of potential clients as well as repeat business. Spot new opportunities to expand your insurance services, all in the same system. Track payments and process commissions with ease. OneLink can handle both manual and automatic processing, and is totally customizable. OneLink generates multiple reports containing production data, policy summaries, call performance and commission tracking. OneLink provides this data almost instantaneously. We recognize the insurance industry requires a unique set of functionality when it comes to lead management. OneLink uses ForcedLead technology to support your agency with up to date contact opportunities. -
35
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 -
36
Equisoft/centralize
Equisoft
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Our insurance agency management software powers your business with out of the box business processes built by industry insiders. Policies sold and commission projections are just a few of the key reports that track operations. Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds. -
37
InsurLink
Vertafore
InsurLink provides clients with self-service digital access, 24/7, to the information they need the most. The end result? Higher client satisfaction, lower E&O risk, and more time to advise clients and grow your business. In this success story, learn how InsurLink helped Amaden Gay Agencies significantly reduce time responding to simple inquiries, increase the security of document sharing practices, and improve the agency-client relationship by offering self-service capabilities. Your clients expect to have their needs met quickly, when and where it is convenient for them. A modern, intuitive client digital experience is key to providing the 24/7, mobile, and secure service clients are looking for—boosting your profitability and client retention. Transform your business with digital technology to satisfy your customers and meet their needs quickly. -
38
Sapiens Insurance Platform
Sapiens
A future-proof, AI-based, open, modular, and integrated insurance platform, that accelerates adoption, delivers sustained value, and empowers insurers to stay ahead. Sapiens Insurance Platform allows insurers to grow with a comprehensive but modular offering supporting end-to-end insurance processes across all lines of business. Using AI-powered automation, Sapiens’ platform enables smart, data-driven business decisions and increased operational efficiency. The platform is purpose-built to help insurers evolve in the fast-paced world of digital insurance technology. Dynamic, persona-based portals empower vendors, agents, brokers, employers, and administrators to provide premium user experiences across all digital channels. Robust data analytics suite that leverages AI and ML and empowers insurers to gain a holistic view of their business, operationalize insights, and make data-driven decisions. -
39
Zentist
Zentist
Zentist is a platform that uses advanced technology to simplify and automate insurance revenue cycle management (RCM) for dental practices. At a time when dental businesses lose an estimated $2.1 billion due to legacy billing systems, Zentist leverages robotic process automation (RPA) and machine learning to place otherwise tedious billing tasks on autopilot. Zentist’s platform is fully and easily scalable to meet the more complex billing needs of the modern dental industry—which has been marked by aggressive consolidation and unprecedented pressures for RCM scaling. Its software minimizes human error, maximizes insurance payout, provides advanced analytics on revenue, and improves the patient-provider relationship. -
40
Concirrus
Concirrus
Concirrus is committed to delivering ongoing value to our customers and the commercial insurance community. Our purpose is to harness our collective expertise in commercial insurance, data science, AI, analytics, and technology to support insurance in its transition to the Internet of Things (IoT), creating a digitally empowered, profitable, sustainable and safer future for all. Our dedicated team will provide guidance and project management throughout the partnership. Concirrus believes that through better sharing of unified data and insights that are accurate and updated in real-time, everyone benefits. Reduce inefficiencies and costs within your operations. Connect brokers, actuaries, underwriters and reinsurers for effective pricing, reserving and risk management strategies. Your teams can focus on improving your responsiveness and service levels for clients. Create a customized scalable digital solution to suit your business and objectives -
41
SmartOffice
Zinnia
SmartOffice is a cloud-based CRM & AMS tailored for financial professionals, advisors, agents, BGAs, RIAs, and broker-dealers, offering comprehensive tools to manage client relationships, workflows, data, and compliance. It includes contact management, investment & policy tracking, and time & calendar management, along with opportunity tracking and dynamic reporting. SmartOffice emphasizes cybersecurity and compliance to protect client data and integrate smoothly with Office 365 (Outlook, Excel, Word) and other sales, financial-planning, insurance, and marketing platforms. It supports key features such as centralized client history, sharing among staff, secure data access from anywhere, and structured administration of membership or agency operations through its agency management system. The platform is designed for established practices seeking to consolidate tools and visibility into opportunity pipelines, reporting, and workflow efficiency. -
42
TrustEngine
TrustEngine
The Borrower Intelligence Platform from TrustEngine helps lenders increase loan applications, build customer loyalty, and boost borrower retention. -
43
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 -
44
Xceedance
Xceedance
Xceedance offers comprehensive catastrophe and exposure management services designed to enhance risk assessment and operational efficiency for insurers. Processing over 120,000 insureds daily, their solutions encompass data standardization, risk assessment, portfolio management, and research-driven technology applications. With more than 50 automation tools and three platform frameworks dedicated to data cleansing, visualization, and model integration, Xceedance enables insurers to make informed, data-driven decisions. Their approach integrates insurance expertise with advanced analytics, facilitating efficient workflows that reduce manual tasks and optimize costs. Additionally, Xceedance provides on-demand catastrophe modeling services, offering flexible, pay-per-use access to over 40 catastrophe models without the need for client infrastructure or annual licensing fees. This service allows insurers to manage exposure and perform predictive modeling effectively. -
45
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 -
46
Irys
Irys
Whether it's connecting to your clients or collaborating with your team, Irys’ cloud-based management system provides agents and brokers the open and unified platform they deserve. Human-centric and relationship-focused insurance management system. Irys was developed to integrate technology into our regular human interactions since we know that relationships are at the heart of the insurance industry. We spent many years evaluating, implementing, and migrating insurance companies from old legacy systems to well, other old legacy systems. This time, we’ve ensured clients get what they paid for, new technology. Regardless of what the legacy sales reps say, we know there is no one-size-fits-all, empower everyone throughout the system to contribute, collaborate, and manage better your information. Leverage the inherent potential within your network of relationship data to unveil and capitalize on revenue streams that have remained undiscovered. -
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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 -
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AgencyBloc AMS+
AgencyBloc
#1 Recommended Insurance Industry Growth Platform AgencyBloc's Plus Suite of industry-specific solutions helps health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more—effectively removing roadblocks for sustainable growth.Starting Price: $109.00/month -
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Swiss Re
Swiss Re
Swiss Re offers a comprehensive suite of reinsurance solutions designed to help insurers optimize risk management and enhance analytics across the entire insurance value chain. Their offerings encompass both property & casualty and life & health reinsurance, providing tailored coverage and innovative tools to meet the evolving needs of the re/insurance industry. By leveraging advanced technology and data-driven insights, Swiss Re enables clients to effectively manage risks, improve operational efficiency, and capitalize on new market opportunities. Dealing directly and working through brokers, its global client base consists of insurance companies, mid-to-large-sized corporations, and public sector clients. From standard products to tailor-made coverage across all lines of business, Swiss Re deploys its capital strength, expertise, and innovation power to enable the risk-taking upon which enterprise and progress in society depend.Starting Price: $158.02 per month -
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CyberCube
CyberCube
CyberCube’s analytics platform provides an unrivalled ecosystem of data, signals and models to fuel cyber risk quantification. CyberCube enables (re)insurance placement, underwriting decisions, and portfolio management optimization – all powered by a state-of-the-art cloud-based technology framework. Our clients benefit from the world’s largest investment in analytics, models and services built specifically for the cyber insurance industry. An active and trusted contributor in the industry, we work with multiple stakeholders to build world-class solutions. Unlock the business value in cyber insurance from our team of 100’s of world-leading experts from data science, cyber security, artificial intelligence, threat intelligence, actuarial science, software engineering and insurance. Enable a detailed view of enterprise risk profiles for individual risk underwriting. Power portfolio-level decision-making through forward-looking models.
