Alternatives to CertAdvisor
Compare CertAdvisor alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CertAdvisor in 2024. Compare features, ratings, user reviews, pricing, and more from CertAdvisor competitors and alternatives in order to make an informed decision for your business.
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1
Macaw
Nest Innovative Solutions
Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Service Providers. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day. Macaw AMS is expected to cut down cost per policy by 30%. -
2
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. -
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
InsureCert
InsureCert Systems
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly. -
5
Insly
Insly
Insly provides a fully extensible suite of software solutions that can be combined with your own custom modules to both simplify and completely automate all tasks required to run a successful insurance business. All the parts you need: forms, workflows, rating engine, document template editor, endorsement library, capacity management and so much more. Broker channel support out of the box. APIs expose everything and allow you to create the perfect Direct-to-Consumer experience. Automate cookie cutter cases for new sales and mid-term policy changes and automated renewals. All the premium accounting taken care of. Bordereaux and management reports in one click. Build your own custom reports. Pull in 3rd party data to help your underwriters make better decisions. Integrate with the rest of your tech stack, legacy or modern.Starting Price: $35 per user per month -
6
CTrax
JDi Data
Automate your work using proprietary OCR technology that will instantly read and populate your COIs in the system. Our certificate of insurance tracking software saves you and your workforce hours of manual entry. Don't let expired COIs slip through your fingers! Easily schedule renewal requests and generate emails that quickly communicate with necessary parties about their policy status.Keep all of your information at your fingertips! Conveniently view all critical COI data with our configurable, easy-to-use interface. Don't have time to be the middleman? Producers, Providers, and Vendors can upload Certificates of Insurance directly to CTrax and check the status of their COIs on file for on-the-spot verification. Organize projects with confidence! Effortlessly group COIs by project to conveniently manage and track vendors over time. The ideal solutions for clients who use vendors across multiple assignments. -
7
A1 Tracker
A1 Enterprise
A1 Tracker is presented by the vendor as a robust & configurable risk management software offering either stand-alone or fully-integrated risk management software covering many business segments across an organization. Claims & Incident Management Claims & incident reporting for claims of any type: injuries, medical, commercial, customer, insurance, work comp, asset, auto, liability. Risk Management & Threat Assessment: Risk register for tracking risks at any level in an organization, including by entity, project, asset, contract, vendor, division, business, unit, region, and more. Real-time risk reports & heat maps, dashboard metrics, alerts, & notifications. Contract Management: Contract module for tracking contracts of any type with vendors, employees, customers, and any other parties. Insurance Policies & Certificates: Policies & certificates of insurance tracking with reminders & renewals. For agencies & carriers policy management includes tracking clients.Starting Price: $800/month -
8
PolicyFlow
PolicyFlow
Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.Starting Price: $70 per user per month -
9
WrapPortal
Injala
WrapPortal® is the complete, automated wrap-up solution that significantly increases your productivity while reducing costs. Plus WrapPortal is entirely customizable, secure, and scalable, with easy-to-use interfaces for administrators, contractors, carriers and executives. Perhaps most importantly, WrapPortal removes potential-limiting software obstacles so you can focus on maximizing your core business rather than trying to make one-size-fits-all-software work for your unique business. With WrapPortal wrap-up insurance software, you’ll be light-years ahead. Once a project is initiated, WrapPortal wrap-up insurance software automates enrollment, payroll, certificates, renewals, reports, and communication, increasing efficiency, project capacity, and your wrap capabilities. Plus, WrapPortal’s ICR (intelligent character recognition) scans documents and automatically populates data fields, virtually eliminating manual paperwork and data entry. It’s so easy, you won’t even break a sweat. -
10
SohamGeni
Dream Tekis Software
With SohamGeni core Insurance system, run your complete insurance business life cycle in an environment that is reliable and quick. SohamGeni uses the latest technologies, provides an adaptive user experience and a strong platform for your business. Categorize your Intermediaries as per your company’s model. Classify as Bank, Individual Agent, Broker, etc. and label them as Commission Agent, Direct Agent, Sub- broker, Associate Agent etc. based on commission. Identify each with a unique Intermediary identification. Track every intermediary and their business through analytic reports. Configure and transact commission for each line of business for different types of intermediaries. Helps in registering the Intermediary info like details of Agent, Broker, Corporate Agent or Direct Sales in the system. Helps user to modify the details of existing Intermediary in the system.Starting Price: $250 per month -
11
Digital Payments
One Inc
One Inc offers a single platform built for insurance to process premiums and claims payments. It’s the one solution you need to deliver a frictionless payment experience. Close claims faster and save money on processing checks by paying claims digitally through ClaimsPay®. Increase customer retention, lower operating costs, and reduce security and compliance risk by delivering digital claims payments through payees’ preferred payment channels and methods. Give policyholders the digital payment options they want without getting rid of your existing core systems and processes. Securely capture payment information without storing it on your network. Make reporting and reconciliation fast, easy, and painless. Put money back into your pocket by processing inbound and outbound payments digitally. Gone are the long days of processing paper checks, and manual reporting and reconciliation processes. -
12
Surefyre
Surefyre Systems
Surefyre is the best submission automation platform for modern P&C MGAs, wholesalers, and carriers. Surefyre's flexible no-code configuration allows you automate virtually any line of P&C insurance. From full automation to high-touch underwriting, workflows can match your ideal business process. Configurable web applications with embedded underwriting requirements, right on your site. All the data you need to offer immediate approvals. Maximize the speed, efficiency, and accuracy of your team with automation. Surefyre assigns, informs, tracks, and delivers everything for you. Easily understand how your business is doing with on-the-fly custom reports. Surefyre transforms your data into a valuable asset allowing your entire team to make data driven decisions. Easily integrates with third party systems for carriers, accounting, claims, rating, back end, and custom solutions. You can also leverage virtually any new insuretech and enterprise application through Surefyre's open API. -
13
iFastrack
GG-One Software
Web based, access from any of your computers with an internet connection. Custom Insurance Requirements. Override individual policy, limit or additional term requirements. Report Scheduler. Track multiple COI's per vendor/sub contractor. Assign COI's to a location or property. New integrated Email Processing and Tracking System (Cloud Only). Manage Expired and About to Expire Certificates from the Certificates Dashboard. View your certificate statuses graphically from the Statistics Dashboard. Manage multiple entities, certificate holders, divisions, centers or properties separately. Import vendor and insurance data. PDF letter history. Customizable letter templates. Import carrier rating data. Validate carrier minimums. Export to multiple formats. Automated printing or emailing of non-compliance letters. Extensive search and reporting capabilities. Integrated video training.Starting Price: $499 per year -
14
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. -
15
Proformex
Proformex
User-friendly technology that helps you simplify post-sale servicing. A single, secure system of record and reporting for your life insurance and annuities data. -
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CoverWallet for Agents
CoverWallet
CoverWallet For Agents, an Aon Company is a technology platform that provides Insurance agents with a single point of entry to access multiple carriers and lines of business. It gives agents a fast, simple, and efficient solution to provide commercial insurance to businesses simplifying the way Insurance agents and agencies quote their customers - Single streamlined application - Compare multiple, bindable quotes - Online bind - Manage accounts on one central online platform. One application for multiple lines of business including General Liability, BOP, Professional Liability, and more. As you enter information, the application prefills answers to questions and skips unnecessary information to save you time. Compatible on devices including mobile, tablet, or desktop. Instantly compare quotes from multiple top national carriers, no appointments needed. Recalculate quotes and adjust coverages, limits, and deductibles at the click of a button. -
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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 -
18
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. -
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BrokerEdge
Damco Solutions Inc.
BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to automate and simplify day-to-day workflows like customer database maintenance, lead tracking, policy updating, and more. Apart from modules for automated marketing, lead management, commission tracking, and policy administration, the leading insurance broker software also boasts a cutting-edge customer service portal and mobile application to offer unmatched scalability and flexibility. The capabilities offered by BrokerEdge will not just drive the bottom line but also remove bottlenecks and ensure seamless workflows. -
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WaterStreet System
WaterStreet Company
WaterStreet’s P&C insurance platform and policy administration services help your company do more. The WaterStreet services suite offers insurance business process outsourcing & extends a high-quality customer experience with sophisticated technology and processes. Better visibility and engagement with policyholders will better enable your agents to identify cross-selling opportunities and proactively assist customers when they need you most. Process automation and real-time document and data access ensure fast and deliver timely and accurate data for accountability and visibility. The WaterStreet P&C Insurance Suite pulls together all your data and processes eliminating the need to maintain multiple software systems for your business. Perfect example of great customer service between client and agent and agent to insurance company! -
21
Mutual Expert
ECCA
Expert simplifies things for your agents while keeping you connected to your insureds. This makes Expert a key asset for your company, helping you retain and grow your business. Go Grellow for your company by switching to [dot] Expert, a flexible yet easy-to-use system that enables you to manage all aspects of a policy’s lifecycle. Gain complete control and flexibility over your policy rating, underwriting and management. Streamlines your routine process while reducing your operational costs through automation and batch processing. Take advantage of a comprehensive report library that displays the data you need from all aspects of your business. Improve your customer satisfaction with faster claims processing and easier access for both agents and insureds. -
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PCRS
PCMI
Allows users to provide real-time rates and contracts to dealer menus via eRating and eContracting. Users are able to issue policies with electronic signatures and present products to consumers through their own point of sales channels and/or their partners. Having 140+ partners in our network gives dealers the ability to connect to the eMenu or DMS system of their choice. Our policy administration software supports billing, commissions, cancellations, and different statuses of the policy throughout its lifetime, allowing for seamless coverage rating, contracting, and contract remittance. Being fully integrated with your accounting system lets you create, manage, and modify your agents, dealers, coverages, and contracts. This also grants your agents direct access via our Agent Portal. Our F&I software gives the Dealer Principal and Field Representatives access to integrated reports for F&I sales, forecasting, and overall dealership performance in real-time with powerful analytics. -
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P1
HMR Group
We make managing the complex world of direct, run-off and reinsurance straightforward. Delivered on the Microsoft Azure Cloud, the system provides instant access to your data and business intelligence anywhere in the world. Access your critical insurance claims, contracts and financial data in any location that uses the internet. P1 securely handles millions of dollars in transactions, records and reports with ease. Our Microsoft-certified and Cisco-certified engineers are expertly qualified to design, build, and reconfigure business-grade networks. We can provide your business state-of-the-art network implementation services. We design IT infrastructure, implement office relocation projects, server upgrades, AWS & Microsoft cloud migration, and much more. -
24
SSG Digital
iPipeline
Innovator, connector and leader for the insurance industry. We have the most extensive straight-through processing platform within the UK. Explore how our digital platform addresses your business needs. Business transformation powered by increased agility and a digital end-to-end experience. Improved productivity fueled by adviser and consumer self-service capabilities. Higher customer lifetime value through proactive ongoing engagement with customers. Customer and Adviser Portals – users access policy documentation and update personal and policy details and features digitally, in real time. Components cover every facet of the user experience including full reinsurance reporting, external portal integration, and automated and clerical underwriting. Flexible deployment – from full end-to-end SSG Digital platform deployment, to discrete integrated individual components (e.g. underwriting only, New Business only). -
25
BindHQ
BindHQ
BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; no hardware or servers to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your carrier partners. BindHQ’s open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments and premium finance companies, or compliance tools making frictionless transacting a reality.Starting Price: $300 / User / Month -
26
IDITSuite
Sapiens
A digitally led, award-winning, end-to-end and modular Policy Administration System, supporting personal and commercial lines of business from acquisition, billing, claim and renewal. Low-code product and pricing configuration engine reducing delays and the complexity of new product introduction. Leverage the power of the cloud to take advantage of the latest in data security, compliance and system resilience. API orchestration connects multiple systems into a single, valuable ecosystem, powering third-party applications at speed. An advanced, integrated digital solution capable of managing all channels including broker, agent and direct-to-consumer. Converting information and data into actionable insights and a system of record for the organizational brain to power your business growth. An advanced, integrated digital solution capable of managing all channels including broker, agent and direct to consumer. -
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DRC RS X
Decision Research
DRC’s RS X powers our full insurance platform for personal, commercial and specialty lines. Discover how our easily configurable toolkit helps you bring insurance products to market, faster. Whether you’re a business leader, an actuary or an IT professional, DRC technology delivers a fundamental advantage to drive you further, faster. Adopting cloud-optimized solutions like the DRC Insurance Platform takes E&S product owners one step closer to comprehensive data storage, with greatly accuracy and improved operational efficiencies. We accelerate the ability of MGAs to do more with less and deliver exceptional value to their customers. DRC allows actuaries to model complex products quickly, using familiar tools that are delivered as enterprise services. Eliminate the IT and Vendor resource availability conversation and empower your actuarial team to be as creative as needed. -
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BriteCore
BriteCore
BriteCore is a cloud-native core insurance platform for P&C insurers that unlocks business growth, delivers greater productivity, and provides a modern customer experience. With the BriteCore Platform, insurers easily administer policies, manage billing and claims, rapidly configure new products, and access detailed reporting and analytics in an all-in-one core system, including agent and policyholder portals. Trusted by over 90 insurers across North America, BriteCore’s policy administration solution enables medium size carriers and MGAs to efficiently manage their insurance operations and effectively compete with the largest providers. For more information, visit our website and connect with our team. -
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IBSuite
Insurance Business Applications
IBSuite facilitates the full lifecycle of insurance, from quote to bind as well as end-2-end policy administration, efficient claims handling, and billing, allowing customers to run a full-fledged insurance business as well as the ability to bring new customer journeys and digital business models to the market; quickly and cost-efficiently. Experience a personalized consultation with our insurance technology experts. Let’s delve into your unique challenges, explore opportunities, and strategize how IBSuite can empower your insurance business for growth and success. IBSuite streamlines the sales process and enhances decision-making through real-time data and analytics as well as external integrations. It enables insurers to adapt quickly to changing market conditions and maintain compliance with regulatory standards. With IBSuite you get true multi-channel capabilities and customer-centric design of new products and channels, supporting direct sales, sub-agencies, and white labels. -
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Meet changing market demands with a modern, rules-based life insurance policy administration solution that supports new business underwriting, policy issuance, billing, collections, policy processing, and claims for Individual Life and Annuity and Group Insurance all on a single platform. Rethink your business by consolidating policy processes for optimal, long-term efficiency. Scale up or down with a rule-based, life insurance policy management system that creates a digital ecosystem for an improved customer experience. Rapidly configure, manage, and bring group insurance products to market through a highly flexible, rules-driven policy administration solution. A life insurance policy management system on a single platform for individual & group that creates hybrid products and collaborates across businesses. Increase business agility with a componentized solution that shares business rules to increase speed to market and drives process automation reducing operational costs.
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Solartis Platform
Solartis
Solartis offers both groundbreaking technology and on-demand administrative services, or a combination of both, to solve your policy administration challenges. Replace cumbersome legacy technology with flexible microservices. Build custom solutions to simplify the process of purchasing and managing insurance. Stop creating workarounds for legacy technology. Adopt agile microservices and dedicate time and effort to innovation. Reduce project risk and expedite development efforts. Select just what you need for your consumer portal, agency system, or full-blown carrier underwriting system. A startup commercial auto insurer needed to issue new business policies while developing their long-term extendable policy administration system. CHIC selected Solartis to provide BPO services to support current business while CHIC and Solartis built out their innovative microservices-based solution. -
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OPUS
OMNIX Software Solutions
As an insurance intermediary, you are probably familiar with the established client administration systems; they offer a wide range of built-in features and functionality, many of which are rarely required by some brokers. Many of these systems have evolved over 30 years and have been adapted, as far as they can be, to handle the 'new technology of the 21st century. The insurance business has changed out of all recognition during that time and the back-office system requirements of most insurance brokers have similarly moved on. Specialist intermediaries, perhaps with broker-to-broker facilities, self-issue delegated underwriting authority - from a system point of view, place enormous demands on the scope and flexibility of a broker's administration system. It was with these types of specialist brokers, MGA's, intermediaries and niche insurers in mind that OPUS was created. OPUS is designed for staff who are familiar with the main web browsers. -
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AGO Insurance Software
AGO Insurance Software
AGO Insurance Software, Inc. has been a recognized leader in software and services for property and casualty insurance firms, and we have provided proven, cost effective business solutions to insurers of all sizes. Our products include solutions for policy administration, claims processing, accounting, bureau reporting and expert systems. Our software can streamline your operations, making your business more efficient, productive and profitable. Our System is designed in a modular fashion which can be installed as a completely integrated system or separate modules that can be licensed individually. This provides the flexibility of collaboration with existing legacy or third party systems. -
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Phoenix
Anodas Software
The insurance Policy Administration System from Anodas Software Limited. Phoenix is a tailored and scalable software solution for Insurers, Underwriters, Brokers, Managing General Agents (MGAs) and Claims Managers. An adaptable, feature-rich, modular platform to manage all key insurance business processes. Suitable for P & C and General Insurance, Phoenix also supports multiple territories, languages, currencies, taxation and regulatory requirements. Search facilities allow clients, policies or claims to be identified using minimal matching criteria, including pattern and wildcard searches. Search facilities allow clients, policies or claims to be identified using minimal matching criteria, including pattern and wildcard searches. Direct access can be obtained via the client, broker, policy or claim reference. All client details, including lifestyle and marketing information, can be used within the policy rating.Starting Price: $50000.00/one-time -
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FireLight
Insurance Technologies
Digitally transform the entire sales process across all lines of business with an end-to-end insurance and retirement sales platform that enables you to create cohesive and influential sales and buying experiences. FireLight® is a multi-carrier sales platform that delivers a suite of interconnected sales components that transforms the way insurance, retirement, and investment products are marketed, sold, and supported. Built from the ground up, FireLight provides a configurable, cost-effective solution to implement and manage, while offering a consistent user experience and shared data from account opening to the illustration through e-application and post-sale services. FireLight delivers unique flexibility along with a powerful rules engine, built-in e-signature, robust API capabilities, and self-managing tools, efficiently supporting various lines of business, workflows, and sales processes. Create cohesive sales experiences for your advisors and consumers with FireLight Sales. -
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TIA
Sapiens
The only response is agility. The Tia Solution is built to meet the ever-changing needs of major league, mid-sized and niche insurers who want to bundle and market services for more efficient customer engagement. Standardization and automation. Think: machine learning and AI. And think: Software-as-a-Service, IoT, open source and REST APIs. Our digital ecosystem empowers you to cover every link of every insurance value chain – and lets you cherry-pick the modules you need to connect efficiently with users. More than 20 years of developing insurance software has taught us that the only constant is change. Consequently, we create software that makes it easier for insurers all over the world to rapidly target user needs, not just system requirements. True to our Scandinavian heritage, we listen before we launch and turn our meticulous attention to detail into new design standards. Creating the future of insurance in close collaboration with peers, partners and customers.Starting Price: $500000.00/one-time -
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ISMIS
Cover.Net
ISMIS delivers market-leading functionality, out-of-the-box, with the agility to adapt and add enhanced features. Our UK based expert Chartered Insurance Institute and Microsoft qualified Insurance Technologists are here to advise and support you from planning right through to implementation and ongoing support. Designed for MGAs and insurers, our fully hosted, web-based platform ISMIS has been built with scalability in mind enabling incredible speed-to-market. With ISMIS you can sell and administer your products through your broker network, directly to the client or via integration with aggregators and comparative broker platforms. Full point-of-sale functionality to quote, transact and produce high quality PDF policy documentation for new business, mid-term adjustments, cancellations and renewals across a range of product types and business lines. -
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Intsec
Intsec
You need them all in today's insurance market. Whether you're managing the full product life cycle, launching new products, or mining your commercial data, we have the management system to get you there, quickly, reliably and at a cost you can afford. Underwriting can be obvious or highly complex. Which risks would you rather have your insurance underwriters evaluate? With our policy admin platform, you can build virtually any type of insurance product using a rich library of bureau content as the starting point, and configuring your own custom rates, rules, and forms. It's a policy administration system that delivers on its promises: speed, reliability, and low entry cost. Instec provides a timely, accurate, and flexible insurance billing solution to support a wide variety of payment plans, billing types and commission options, and with easy access to commercial data you have all the information you need to effectively manage your cash flow. -
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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 -
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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 -
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Open GI
Open GI
Whether you’re looking to build and launch new insurance products, improve your operational efficiency or get a clearer view of your clients to improve the customer experience, we’ve got you covered. You can rely on more than 40 years of expertise in the general insurance market, connecting brokers and MGAs with insurers to deliver the most competitive personal and commercial lines available today. You’ll benefit from reliable software that powers your business to bring multiple lines of business to market and scales with you as you grow to meet new demand. You’ll also be supported by a team of experts equipped to tackle your specific challenges, helping you to improve efficiency, increase revenue or reduce operating costs. Throughout dedicated design, build, delivery process and beyond, you’ll be given guidance on how to connect with the market and take advantage of access to an established Partner Network of market-leading insurance service and solution providers. -
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INSIS
Fadata
Winning and satisfying today's empowered consumers means having the right process foundations for your digital business. Fadata’s connected software solutions keep you ahead of the game. Insurers today are looking for the right digital business foundations, including the flexibility to respond quickly to new business opportunities, easy connectivity and other capabilities to help them stay ahead of the competition. Fadata’s insurance process platform, INSIS, is the most advanced and comprehensive solution available across all major lines of business. INSIS helps you release products more rapidly, drive engagement with your customers and partners, make processes faster and more efficient, and strengthen operational control and compliance. Capabilities are integrated on a single, highly flexible platform. -
43
Synergy2
Eurobase International
Synergy2 is a scalable web-based solution that incorporates an InsurTech ecosystem to manage the full lifecycle of your (re)insurance operations. The platform covers everything from client management, underwriting, claims, accounting, reporting and (retro)ceding, ensuring your business is optimally streamlined for efficiency. Arrange a call with the Synergy2 team, come and meet us, discuss your issues and thoughts. Let's get our teams together and look at how we can help overcome your challenges and identify the highest risk vs the quickest wins. We’ll work with you and any of your chosen 3rd parties to improve your performance and regain control using our cloud-based platform. -
44
Advanced Insurance System
Garvin-Allen Solutions
Advanced Insurance System (AIS) is used by organizations of all sizes and is designed to work as an out-of-the-box solution. At the same time, customers can modify and deploy products quickly while taking advantage of the broad configuration capabilities of the software. This modular integrated system can interface across platforms or operate as a complete policy administration solution for Personal, Commercial or Specialty lines of business. Configuring new lines is easy with AIS. AIS provides agents and insurers with the functionality they require to increase growth. In an increasingly competitive market, AIS delivers automation and self-service functionality to save time and operational costs while boosting sales. With the ability to create new products or enter new states at your fingertips, AIS provides the competitive advantage you have been looking for. -
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Here at AQS, we take pride in the quality of our coding and design ensuring the ease-of-use and consistent performance for our end-users: you! We develop our software hand-in-hand with current agents giving us a unique perspective and insight into the needs of your agency at every point of the development cycle. Intuitive design and a simplistic approach gives you quoting software that you can rely on. Our support staff are not only here to assist you every step of the way, but are also actively involved in the development of our products. That means, when you are talking to one of the support staff, you are talking to an active member of our software development team. Our quoting software consists of applications designed specifically for your Alliance system and each product type. This includes dependable software for Auto, Homeowners, Landlords and Condo quoting. The software works with data from AQS as well as other vendors.
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46
Polygonal
City Computers
Polygonal builds upon the strength and rich functionality of earlier versions and combines it with the latest Microsoft VB.Net and Business Intelligence technology to provide a comprehensive solution able to respond efficiently and quickly in the dynamic market of today. Polygonal, a modular, multi-currency, underwriting, policy/claims administration software solution integrated with transactions, reinsurance, accounting, messaging, data warehouse reporting, document management, and workflow modules to provide a full end-to-end business process with tangible results. Polygonal, designed from a business prospective using City Computers specialist team. We have many years' experience working in the insurance market as practitioners as well as solution providers. -
47
omni:us
omni:us
Seamless integration into existing claims systems. Automate processes and reduce costs. No longer is it a choice between saving costs and improving the customer experience. Better decisions with data-driven insights. Automate manual processes. Empower your claims personnel. Invest in your customers’ happiness. Seamlessly integrate incoming claims with your insurance core system. Tackle process inefficiencies with claim automation and watch your customer satisfaction skyrocket. Reduced manual claims incidence of low to moderate complexity by automating claims handling. Improved triaging and manual claims assignment increased case team effectiveness drastically. Decreased process time for remaining manual claims. Allowed a real-time claims settlement in significant amount of cases. Automated digital claims journey by applying FNOL-completeness check, coverage check, automated claims file creation. -
48
LTC Quote Plus
StrateCision
The successor to StrateCision's acclaimed LTC Quote program for LTC quote comparisons, LTC Quote Plus is the new industry standard for comparing LTC policy rates. With LTC Quote Plus, you can get quotes for a single client or a couple, for virtually all current LTC insurance plans. Choose levels for all benefits, including special riders unique to the policy. Create single or comparative proposals, up to 6 on a page. Show additional illustrations such as cost of waiting, how inflation protection increases benefits, and alternative premium tables. Quotes are state specific and designed to mirror those of the carriers' software. StrateCision's LTC Quote Plus is an enhanced program which adds many features requested by users, including save and retrieve proposals Screen preview of all illustrations. Search for all plans with the benefits you are looking for, and rank them in order of increasing premium. Synchronize benefits for spouses. E-mail illustrations to clients.Starting Price: $25.00/month/user -
49
AURA NEXT
Reinsurance Group of America
It’s tough to anticipate the future while keeping pace with the present. To succeed in the competitive life insurance market, you need a strategic underwriting solution built for what's now and what's next. More than just a rules engine, AURA NEXT is a future-ready SaaS-based decision management platform. AURA NEXT quickly provides the most comprehensive, accurate decision possible at the point-of-sale through data-driven underwriting and seamless integration with other front- or back-end processes. As consumer demands change, you need responsive, secure underwriting technology that keeps you future-ready. Built on the Amazon Web Services (AWS) cloud to handle variable demand, AURA NEXT is proven and highly scalable, and integrates easily with legacy systems and supports multiple distribution channels. Data visualization insights provide meaningful metrics and key performance indicators to enable strategic, operational decision-making. -
50
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.