Alternatives to Dimensions360

Compare Dimensions360 alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Dimensions360 in 2026. Compare features, ratings, user reviews, pricing, and more from Dimensions360 competitors and alternatives in order to make an informed decision for your business.

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    Macaw AMS

    Macaw AMS

    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 Carriers. The reporting, analytics and visualization capabilities are best-in-class. 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.
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    Parascript

    Parascript

    Parascript

    Ensure faster, more accurate mortgage and loan document processing automation with Parascript software; automate insurance document-based tasks for the intake and review of healthcare insurance data. Optimize health plan process efficiencies, increase data accuracy and reduce costs through document processing automation. Parascript software, driven by data science and powered by machine learning, configures and optimizes itself to automate simple and complex document-oriented tasks such as document classification, document separation, and data entry for payments, lending, and AP/AR processes. Every year, over 100 billion documents involved in banking, government, and insurance are processed by Parascript software.
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    PHOTO iD by U Scope

    PHOTO iD by U Scope

    U Scope Technologies

    PHOTO iD™ by U Scope in a photo cataloging software that provides a rapid & organized method of capturing, labeling, and sharing images from any job site to generate professional detailed inspection reports with ease before leaving the property inspection site with our mobile & web-based platform. PHOTO iD enables users to create and share custom workflow templates to safely guide field reps through any inspection via remotely or by utilizing our platform’s proprietary automated inspection guidance feature that fully navigates the photo capturing process to ensure all images are always captured even when internet connectivity is not readily available. PHOTO iD's assignment mapping and scheduling feature allows users to visually organize and route daily projects, view assignments alongside weather forecasts, and seamlessly send routes to Google Maps for streamlined navigation. Integrate our API with your existing system to create a complete end-to-end documentation process.
    Starting Price: $17.99/month/user
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    Cloud Claims
    Improve claim outcomes with streamlined First Notice of Loss (FNOL), claim processing and flexible reporting. INCIDENT BASED CLAIMS MANAGEMENT Effective claims management is about more than simply managing claims outcomes. It is about having an automated process that ensures efficiency and accuracy across the organization, getting timely notice of losses, and taking swift action are keys to success. The incident-based approach of Cloud Claims covers all accidents and losses, delivering a complete picture of loss to executives and claims managers. Cloud Claims by APP Tech is an integrated solution that is highly configurable, with actionable reports to guide decision-making and a friendly UI so you can get work done faster and more confidently. Cloud Claims runs in the cloud, so there’s minimal IT burden and no installation required — just simple configuration, effortless system upgrades, best-in-class security, and the ability to scale quickly.
    Starting Price: $2,500 per month
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    Guidewire

    Guidewire

    Guidewire Software

    P&C insurers need a platform that helps them engage personally, innovate freely, and grow efficiently. At Guidewire, we are utterly committed to your success. We combine digital, core, analytics, and AI to deliver our platform as a cloud service. And with the largest R&D team, services team, and partner ecosystem in the industry, we continually evolve and innovate to meet your needs. Maybe that’s why more than 450 insurers, from new ventures to the largest and most complex in the world, run on Guidewire. Truthful relationships with customers, prospective customers, partners, investors, and each other. Communicating through clear arguments, building excellent quality products, and making decisions carefully on the basis of factual evidence. Chosen by more than 450 insurers, from new ventures to the largest and most complex in the world, Guidewire is the most trusted platform in the industry.
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    Insly

    Insly

    Insly

    Insly provides a fully extensible suite of software solutions that can be combined with your own custom modules to both simplify and completely automate all tasks required to run a successful insurance business. All the parts you need: forms, workflows, rating engine, document template editor, endorsement library, capacity management and so much more. Broker channel support out of the box. APIs expose everything and allow you to create the perfect Direct-to-Consumer experience. Automate cookie cutter cases for new sales and mid-term policy changes and automated renewals. All the premium accounting taken care of. Bordereaux and management reports in one click. Build your own custom reports. Pull in 3rd party data to help your underwriters make better decisions. Integrate with the rest of your tech stack, legacy or modern.
    Starting Price: $35 per user per month
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    Guidewire ClaimCenter

    Guidewire ClaimCenter

    Guidewire Software

    Guidewire ClaimCenter is a leading claims management system designed to streamline the entire claims lifecycle for property and casualty (P&C) insurers. It offers comprehensive functionality from initial claim intake to resolution, enabling insurers to process claims efficiently and accurately. Key features include automated workflows, embedded analytics, integrated fraud detection, and real-time performance monitoring, all of which enhance operational efficiency and improve customer satisfaction. ClaimCenter supports various lines of insurance, including personal, commercial, and workers' compensation, and can be deployed as a standalone solution or as part of the Guidewire InsuranceSuite. By leveraging ClaimCenter, insurers can accelerate claims processing, make data-driven decisions, and adapt to evolving market demands.
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    daisyBill

    daisyBill

    daisyBill

    daisyBill is an electronic medical billing platform for workers’ comp treatment. With a proprietary network of dedicated, secure electronic connections with payers and their clearinghouses, daisyBill ensures that medical bills are instantly routed to the appropriate destinations. The platform offers a task-based system that tracks the entire lifecycle of each bill, prompting administrative staff through the process of managing requests for authorization, bill submissions, payments, and payment appeals. The platform also includes daisyWizard, which calculates exact reimbursements per the applicable state fee schedules. daisyBill's mission is to improve injured workers’ access to care by reducing billing friction and making the workers’ comp more financially sustainable for providers.
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    Capitola

    Capitola

    Capitola

    Capitola's platform optimizes distribution efficiency through placement process automation and AI-driven risk appetite matching so that broker teams can focus on what they do best: strengthen relationships, expand their client base, and close more deals. By supporting property, casualty and specialty coverage lines, Capitola has your broker teams covered now, and into the future as your business grows. Modern, intuitive tools and technologies delight users, require minimal training, and easily integrate with existing systems. Superior AI-Driven market intelligence supercharges your team’s ability to find the right markets for every deal. Capitola streamlines the marketing process, eliminates repetitive tasks and manual data entry, and takes the headache out of managing complex programs.
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    ALFRED Claims Automation
    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 CLAIMS
    Starting Price: $10/claims/month
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    Federato

    Federato

    Federato

    Reduce the number of sites underwriters and staff need to visit to assess risk from 15 to 1. Surface dynamic insights on appetite, winnability, and guidelines so the best business automatically floats to the top of the underwriter’s queue. Empower underwriters to make decisions in the broader context of organizational goals and strategies. Visually monitor risk accumulations, proactively manage your portfolio, and guide underwriters toward optimal outcomes. Free underwriters and staff from the burden of mundane tasks like filling out docs and hunting for risk data and underwriting guidance. Tailor-made workflows for new business, renewals, and referrals include goal setting, performance tracking, detailed account data, and risk analysis. Our platform brings dynamic risk selection and portfolio-aware insights to the last mile in underwriting and core operations through a sleek and modern workflow designed by underwriters for underwriters.
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    Gradient AI

    Gradient AI

    Gradient AI

    Gradient AI is a leading provider of proven artificial intelligence solutions for the insurance industry. Our solutions improve loss ratios and profitability by predicting underwriting and claim risks with greater accuracy, as well as reducing quote turnaround times and claim expenses through intelligent automation. AI solutions for the insurance industry built on key differentiators that enable your organization to grow profitably. Look through the lens of Gradient AI to see a new picture of risk and probability, a picture that grows sharper the more it learns. A more complete and in-depth picture of risk providing enhanced underwriting capabilities. Price policies more accurately and with deeper insights, to compete more effectively and win more business while improving loss ratios. Accelerate expansion into a new geography, new line of business, or a new industry sector, leveraging data to gain a deeper understanding of risk in new markets.
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    Innoveo Skye
    We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo’s cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you’ll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.
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    InsuredMine

    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 Quotes
    Starting Price: $69per user per month
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    OverseeAI

    OverseeAI

    OverseeAI

    OverseeAI is a software platform designed to help property and casualty insurers effectively monitor and manage AI models in production while minimizing vendor complexity. It enables faster, more accurate underwriting, improves claims handling, and supports clean data capture for better quoting decisions. The platform provides real-time visibility into AI model outcomes, helping insurers achieve measurable ROI. OverseeAI also aligns technical, business, and compliance teams with shared oversight and risk controls for scalable AI deployment. With a focus on governance, the platform ensures responsible AI use, regulatory compliance, and business impact alignment. OverseeAI empowers insurers to deploy AI confidently with industry-specific capabilities.
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    Canopy Connect

    Canopy Connect

    Canopy Connect

    Embed insurance intelligence into your applications to drive cross-selling opportunities or launch an insurance marketplace. Augment your users' profiles with rich insurance information directly from the source. Understand assets, coverages, and risk profiles to uncover new ways to provide value to your use. Work with Canopy Connect's partners to unlock new insurance revenue streams that range from pay-per-click to full white-labeled insurance agency solutions. Delight your users with easy-to-use interfaces that make it easy to share insurance information. Use our UX or yours. Powering customer-obsessed companies, fintechs, insurtechs, marketplaces, lenders, insurance carriers and more. We enable users to quickly and securely share their insurance information through integrations with the nation’s top carriers. Imports and structures insurance documents, policy details, contact, information, driver data, and claims history, and enriches critical information.
    Starting Price: $1,000 per month
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    Sapiens ClaimsPro
    ​Sapiens ClaimsPro is a comprehensive claims management software designed for Property & Casualty (P&C) insurers, offering auditable, configurable, and AI-driven automation across all lines of business. Its intelligent, rules-driven workflow ensures faster claims cycle times, resulting in lower expenses and settlement costs. The intuitive, easy-to-use interface provides one-click access to key features, enhancing the adjuster's experience. A central repository offers a 360-degree view of claims, policies, and accounts, improving customer service and vendor management. ClaimsPro enables insurers to adapt quickly to new business requirements, efficiently handle complex claims with superior case management, identify and prevent fraud, and proactively manage exposure for responsive service during catastrophic events. ​
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    Multimodal

    Multimodal

    Multimodal

    Multimodal builds and manages secure, integrated, and tailored AI automation for complex workflows in financial services. Our enterprise-grade AI agents are trained on company data for greater precision and work together as your digital workforce. Our AI Agents process documents, query databases, power chatbots, make decisions, and generate reports. They automate end-to-end workflows and self-learn to improve over time. Unstructured AI is an Extract, Transform, Load (ETL) layer to process complex, unstructured documents for RAG or AI applications. Document AI is trained on your schema to extract, label, and organize data from loan applications, claims, PDF reports, and more. Conversational AI serves as your in-house chatbot that accesses unstructured internal data to provide customer and employee support. Database AI accesses company databases to answer queries, interpret datasets, and provide actionable insights.
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    AgentFlow

    AgentFlow

    Multimodal

    AgentFlow is an agentic AI platform that automates workflows for finance and insurance companies. The platform includes modular AI agents, such as Document AI, Decision AI, and Report AI, each specializing in different stages of regulated workflows: triage, diligence, decisioning, and reporting. AgentFlow orchestrates multiple AI agents with human supervisors and third-party systems, enabling deep transformation of how work gets done. The platform features self-learning capabilities that allow AI agents to improve over time based on subject matter experts' feedback and provides transparency through explainability features that help users understand the reasoning behind AI-driven decisions. Every action and output is fully auditable, ensuring compliance with the strict standards of regulated industries. Its main mission is to codify tacit internal knowledge in order to reliably augment high-leverage workflows and preserve the know-how across generations of talent.
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    Brisc AI

    Brisc AI

    Brisc AI

    Brisc is an advanced agentic AI insurance software designed to improve productivity, simplify workflows, and support better decisions for insurance teams by automating complex operational tasks within carriers, managing general agents (MGAs), reinsurers, and brokers. Its suite of specialized AI agents acts as digital workers that autonomously execute tasks like reconciling bordereaux with bank statements, extracting and validating submissions and claims data, and triaging submissions based on underwriting criteria while working within existing business rules and workflows. Brisc’s natural language AI interface and command center, Brisc Insights, let users ask questions, access insights instantly, and interact with agents to refine workflows, generate reports, and automate repetitive processes. Built on a secure AI backbone that centralizes data, retains context, and continuously learns, the platform uses specialized tools to read, understand, and act on complex insurance documents.
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    Surefyre

    Surefyre

    Vertafore

    Surefyre by Vertafore is an AI-powered insurance automation platform designed to streamline and enhance the processes for Managing General Agents (MGAs). It simplifies the rating and quoting process, automates agent portal configurations, and integrates seamlessly with MGA systems and third-party data sources. Surefyre's no-code platform allows users to quickly onboard new agents and make data-informed decisions on risk. By automating key aspects of underwriting and quoting, Surefyre improves operational efficiency, accelerates speed to market, and boosts revenue, ultimately transforming the way MGAs manage policies and submit applications.
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    Particeep

    Particeep

    Particeep

    Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The company offers, in addition to its open API, white-label platforms to distribute financial services online in less than one month. Our Particeep Plug solution allows you to create a digital version of your existing banking products and make them accessible to third parties through a Rest open banking API. With our solution, you quickly deploy your online distribution channels and allow your partners to distribute your offers online by personalizing it according to their graphic charter and their authorizations. Our Particeep Plug white label solution allows you to create a digital version of your existing insurance products or to quickly create new products.
    Starting Price: 11880€/year
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    Mercury Policy & Claims Administration
    Mercury by Quick Silver Systems allows Automobile, Property, and Casualty insurance carriers to easily rate, quote, bind, make payments, and report claims online. Minimize customer service calls through online document access, bill payments, and first notice of loss. Modular API based system allows seamless integration with new or existing data providers. Fully digital document production and 100% web-based system works on any device. Create custom, event-driven work-flows with our visual work-flow designer. Access the most up-to-date information on Written, Earned, and Unearned premiums. Automatically save every page, card, report, email, and more to review and share with associates. Collect currency in any digital format including: ACH, EFT, Electronic Checks, Credit, or Bank Card. Information Technology within an insurance company not only needs a system that provides wide accessibility.
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    DeepOpinion

    DeepOpinion

    DeepOpinion

    One platform, designed to combine business process digitization, low/no-code development AI to create powerful enterprise-grade business apps in minutes. Build your autonomous enterprise. DeepOpinion is not an orchestration platform. Instead, it is the intelligence layer that global orchestration platforms use to process their unstructured data, enhancing straight-through processing rates for complex cognitive tasks. DeepOpinion is designed to transform documents, emails, tickets, and other unstructured data into automated business actions. It enables companies to put complex knowledge work and unstructured data on autopilot with enterprise-grade AI agent apps. The validation hub assists in validating exceptions and improving performance, and the coworker hub serves as a companion throughout the process. Our AI excels in automating text and document processes, surpassing competitors in RFPs.
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    Kanverse

    Kanverse

    Kanverse.ai

    Automation is one of the primary growth drivers towards increased profitability, and the demand to automate workflows across accounts payables (AP) has witnessed significant growth - across small to large Enterprises. Usher in zero-touch invoice processing with Kanverse. Ingest, extract, validate, and publish without manual interventions. Reduce cycle time, increase efficiency, reduce invoice processing errors, meet global compliance standards, and save costs. Traditional OCR solutions required process owners to create multiple templates to capture data from different invoices. Kanverse APIA uses AI-powered OCR to read invoices, eliminating the need to develop templates for extraction and the painful template creation process. Kanverse's AI-powered Accounts Payable Invoice Automation reduces invoice documents processing cycle time, increases organizational productivity, reduces document processing errors, and meets all end-to-end compliance and security requirements.
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    Assurance Reimbursement Management
    An analytics-driven claims and remittance management solution for healthcare providers who want to automate workflows, improve resource utilization, prevent denials, and accelerate cash flow. Increase your first pass claim acceptance rate. Our comprehensive edits package helps you stay current with changing payer rules and regulations. Heighten your staff’s productivity with intuitive, exception-based workflows and automated tasks. Your staff can access our flexible, cloud-based technology from any computer. Manage your secondary claims volume through automatic generation of secondary claims and explanation of benefits (EOB) from the primary remittance advice. Focus on claims that need your attention with predictive artificial intelligence into problem claims. Resolve errors faster, and avoid denials before submittal. Process claims more efficiently. Print and deliver primary paper claims, or add collated claims and EOBs for secondary claims.
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    WaterStreet System

    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!
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    Claims Signal

    Claims Signal

    Athenium Analytics

    Claims Signal™ is the next-generation open claims quality platform from Aon & Athenium Analytics that enables insurers to identify high-risk claims sooner. Enhance the policyholder experience while achieving a 4-6% improvement in claims indemnity and expenses. Today’s claims teams are under increasing pressure to improve the customer experience, operate more efficiently and mitigate leakage. Routine quality audits are effective at identifying root causes and deviations from best practices, but audit results may not be available for weeks or even months after claims are closed. What if you could monitor open claim files and address quality issues before they affect outcomes? The Claims Signal platform from Aon & Athenium Analytics uses artificial intelligence to analyze open claims, spot potential issues and push instant alerts so your front-line managers can intervene before a claim is closed. Reduce claims leakage by up to 4% with predictive analytics and proactive alerts.
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    Insurium

    Insurium

    Insurium

    A unified solution providing a 360º view of the P&C insurance process lifecycle. Generate premium and save time with a powerful rules-based, multi-state underwriting module that automates the collection of information and the creation of quotes, endorsements, cancellations, audits, and renewals. Reduce combined ratios with a modern and streamlined approach to the claims adjudication process that is both intuitive and collaborative. Increase new business by making it easy to exchange information with brokers. From streamlining and standardizing the intake of information to providing brokers access to the information they need anytime. Control what submissions your underwriters are focusing on. Drive customer satisfaction and retention by providing your policy holders self-service access to policy information, claims intake and review, online bill pay and more. You decide what portal features to provide your customers for the best user experience.
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    Insurity

    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.
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    Klear.ai

    Klear.ai

    Klear.ai

    ​Klear.ai is an innovative and comprehensive software solution for claims and risk management, powered by native artificial intelligence. It offers a unified system encompassing risk management, claims administration, analytics, audit, and policy management, all designed to streamline operations and enhance decision-making. Klear.ai's AI-driven predictive analytics enable organizations to anticipate adverse situations, detect hidden exposures, and receive guided recommendations, facilitating smarter decisions and better outcomes. Klear.ai's intuitive interface and configurable features allow for seamless adaptation to unique business requirements, ensuring a user-friendly experience. By integrating advanced machine learning algorithms, it automates workflows, reduces manual efforts, and continuously learns from new data to refine processes over time. Additionally, Klear.ai's robust fraud detection capabilities help organizations minimize unnecessary payouts.
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    Kay

    Kay

    Kay

    Kay.ai is an AI-powered operational assistant designed specifically for insurance brokers, agencies, and underwriters to automate tedious back-office workflows and enable higher productivity. It works with your existing systems, including agency-management systems, carrier portals, email, PDFs, and CRMs, to complete tasks such as quoting commercial lines (BOP, GL, auto, property), renewing personal-lines books, generating ACORD forms, issuing certificates of insurance, updating policy records, and entering data across carrier websites. Kay is built to “log in, fill out forms and handle all the tedious data-entry work”, and supports workflows across 100 + carriers and any AMS/CRM without the need for heavy integrations. The platform allows users to delegate repetitive browser-based tasks, document processing, form-entry, and servicing work so that staff can focus on higher-value client interaction.
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    CLARA Analytics

    CLARA Analytics

    CLARA Analytics

    CLARA Analytics brings AI to claims management with CLARAty.ai, the top-rated casualty Claims Intelligence Platform. Designed for risk professionals, CLARAty.ai incorporates Document Intelligence and Claims Guidance, ensuring a smarter, more efficient claims process. The platform also features an AI-driven Claims Management assistant that supports adjusters at carriers, MGA/MGUs, reinsurers, and self-insured organizations. By leveraging the power of AI and machine learning, CLARAty.ai helps reduce loss costs and operational expenses while streamlining claims handling and decision-making.
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    Inaza

    Inaza

    Inaza

    Dramatically reduce your manual processes with intelligent document and image processing for instant underwriting and risk calculation. Automate your claims process from start to finish, with immediate document and image validation, rules engine, alerts and outreach. With our platform, you can release end-to-end data pipelines for claims processing, underwriting, data enrichment, and telematics at the click of a button. We revolutionize data-driven operations by offering seamless access, analysis, and action on real-time data. Our advanced AI capabilities enable straight-through processing, eliminating manual intervention and ensuring faster, more accurate outcomes while reducing fraud and bad data. Our platform enables straight-through underwriting by leveraging AI to process documents, streamlining the process and accelerating time-to-market.
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    iPipeline

    iPipeline

    iPipeline

    iPipeline is an AI-powered software platform built for life insurance, annuities, and wealth management operations. The platform helps carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution partners simplify workflows from quote to commission. iPipeline uses artificial intelligence to automate processes, improve accuracy, accelerate decision-making, and reduce time to market. Its ecosystem connects businesses to a large data library, global users, insurance carrier customers, and distribution partners. CHARLi, iPipeline’s AI-powered engine, enhances products and workflows with intelligent, data-driven capabilities that learn and evolve over time. iPipeline helps financial services organizations work faster, connect operations, and support clients in securing stronger financial futures.
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    InsureEdge

    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.
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    Constrafor

    Constrafor

    Constrafor

    Streamline your back-office tasks with our industry leading cloud-based solutions. Our intuitive and integrated platform automates contract administration, COI compliance, procurement, invoicing, and more. Streamline and automate insurance compliance with our industry-leading COI management platform. Our cloud-based solutions take the hassle out of risk management, so you can be confident in your protection. COI compliance has never been easier. Streamline both client and subcontractor contracts. Keep your documents in one place, accessible anywhere. Easily log change orders, simplify tracking changes, and automate the signature process. We use state-of-the-art Machine Learning and AI algorithms to parse through insurance documents so you can say goodbye to manual entry. Take advantage of automated communications with subcontractors, so you never have to deal with long email chains again. Plus, we will automatically notify you when insurance documents are set to expire.
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    FurtherAI

    FurtherAI

    FurtherAI

    FurtherAI is a domain-specific AI workspace designed for commercial insurance operations, automating repetitive tasks across submission intake, underwriting audits, policy comparisons, and claims workflows. It offers an AI Assistant that can read, write, compare, classify, summarize, and reason about insurance documents and data, integrated into modular workflows that mirror insurance processes. The platform is fine-tuned for policy language, underwriting rules, and regulatory norms and supports seamless integration with over 100 enterprise systems. Its architecture is modular and adaptable, whether orchestration of submissions, audits, or policy management, and it combines multiple large language models to maximize task accuracy. FurtherAI also features a human-AI interface to allow collaboration and oversight, ensuring higher precision in sensitive operations.
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    Adjustify

    Adjustify

    Adjustify

    Adjustify is a web-based video calling application that allows professionals to connect with their customers to conduct on-site inspections or in-home meetings remotely. Schedule a call with your customer to start connecting digitally through the mobile app. During the video call, users can take digital measurements and access customer phone features including zoom and flash to capture unlimited photos. After the call, users can view a video recording of the meeting and add notes to photos. Innovative video conferencing technology assisting claims management for any industry providing much needed continuity during social distancing. During the time of social distancing and working from home, Adjustify offers a safer and faster way to process claims. Using Advanced Video Calling, users can connect with their customers and conduct on-site inspections efficiently from anywhere.
    Starting Price: $12 per claim
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    IBSuite

    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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    Cara

    Cara

    Oyster Technologies

    Cara by Oyster Technologies, Inc. is a professional, domain-specific AI platform for insurance servicing that helps agencies, brokerages, and MGAs automate workflows and boost growth. Designed as an integrated yet modular system, Cara unifies service, communication, and knowledge management in one intelligent workspace. Its Copilot module acts as a personal assistant for every agent—automating quote comparisons, policy analysis, and bind submissions. The Service module centralizes customer requests and uses AI to summarize emails, phone calls, and generate certificates of insurance. Meanwhile, Communication and Knowledge modules deliver 24/7 voice, email, and portal-based support powered by generative AI and secure document insights. Cara helps teams reclaim over 10 hours per week per agent, improving client satisfaction and operational efficiency across the insurance lifecycle.
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    Kolena

    Kolena

    Kolena

    Kolena AI is an enterprise automation platform designed for real estate, financial services, and insurance brands. It streamlines workflows by converting complex documents into structured, actionable outputs in minutes. Prebuilt AI agents handle tasks like lease abstractions, investment memos, rent roll spreadsheets, and compliance checklists, reducing manual effort and increasing accuracy. The platform also supports custom agents, allowing businesses to tailor automation to their unique workflows. With precision extraction, compliance validation, and integration into systems like Salesforce, Kolena AI enhances efficiency and consistency. Trusted by leading companies, it helps teams scale smarter by replacing manual reviews and legacy OCR with AI-powered automation.
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    Cogitate DigitalEdge
    Cogitate is a cloud-native digital insurance platform designed to help property and casualty insurance organizations modernize and automate their core business operations through a unified suite of AI-enabled applications. The DigitalEdge Insurance Platform digitalizes the insurance value chain by integrating underwriting, policy administration, billing, claims management, and distribution workflows into a single data-driven environment. It allows insurers, managing general agents, program administrators, and brokers to manage the entire lifecycle of insurance products, from quoting and underwriting to policy issuance, billing, and claims processing. It is built with a scalable, API-based architecture that supports integration with third-party services, enabling insurers to connect external data sources, analytics tools, and partner systems without disrupting existing operations.
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    NOBL

    NOBL

    Paulmar Group

    NOBL is a new generation of agency management system that, unlike other systems, has its focus on the management of insurance trust account daily operations and premium financial solvency. NOBL leverages the benefits of new trust ledger accounting and unique trust account outsourcing technology. NOBL offers P&C insurance agencies maximum workflow optimization and an unprecedented increase in operating efficiency. NOBL services are similar to the payroll service, agencies provide source documents; Paulmar, the outsourcing partner, manages premiums and returns premiums from the time they are transacted until they are fully disbursed to legal owners. Implemented with new accounts and renewals; no disruption to the agency’s ongoing business will occur. This unique technology is ready. NOBL will significantly enhance performance to render P&C independent agencies more productive and significantly more efficient.
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    Simplifai

    Simplifai

    Simplifai

    ​Simplifai is an AI automation platform that streamlines business operations by automating complex processes, particularly in sectors like banking, finance, insurance, and the public sector. It offers solutions for document handling, customer service, and claims processing, utilizing advanced AI technologies to reduce manual effort and increase accuracy. It enhances customer support by automating responses and managing inquiries efficiently. Adhering to GDPR and ISO/IEC 27001:2013 standards, Simplifai ensures robust data security and compliance. Its AI agents are designed to address challenges such as increasing operational costs, low customer satisfaction, and scalability issues, delivering fast and accurate service while reducing errors. Simplifai provides a 360-degree view of claims, policies, and accounts, improving customer service and vendor management. By leveraging Simplifai, organizations can ensure accurate financial records, minimize manual work, etc.
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    Cluda

    Cluda

    Cluda

    Cluda is an AI-powered insurance policy analysis, comparison, and renewal automation platform designed to help brokers and insurance professionals streamline their back-office workflows by eliminating manual checks, reducing errors, and speeding up key tasks. It uses intelligent document ingestion to upload and standardize complex policy documents in formats like PDF and Word, automatically extracts key data and clauses using advanced OCR and AI, and generates clear side-by-side policy comparisons that highlight differences in coverage, exclusions, and terms with direct links back to the source documents for verification, reducing the risk of missed changes and compliance issues. Cluda also maps extracted and compared data into branded renewal reports using firm-specific templates, saving hours of manual reporting and enhancing client communications, and it supports an AI-driven assistant for coverage queries and policy insights.
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    DXC Assure

    DXC Assure

    DXC Technology

    DXC Assure, an integrated software solution, helps insurers worldwide support digitally savvy consumers and manage the dual agenda of building the new and tackling the legacy. The right insurance ecosystem enabled by a digital insurance platform can accelerate the consumption of new technology and new data sources to support new products. It also provides an approach to transformation with the flexibility to respond quickly to future change. DXC Technology (NYSE: DXC) helps global companies run their mission-critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services to drive new levels of performance, competitiveness, and customer experience across their IT estates. Learn more about how we deliver excellence for our customers and colleagues at DXC.
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    Direct Claim Solution

    Direct Claim Solution

    Innovative Computer Systems

    Claims and Litigation management software for Captive or Risk Retention Group property and casualty claims. Direct Claim Solution is a complete system with claims, policy and vendor management for Self-Insured, Captive or Risk Pool programs. Offers industry specific tools for investigating and analyzing law as well as coverage. Modules for litigation management, subrogation and loss recovery as well as document management included. Merge feature makes for easy letter or email creation. For management, the robust report screen allows multi-conditional querying of claims by exposure type, state of loss, date ranges and policy issuance periods. Vendor isolation feature allows external service providers to access and populate fields in the system as needed to expedite reporting and collaborative analysis. See our website at www.directclaimsolution.com
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    Shift Payment Integrity

    Shift Payment Integrity

    Shift Technology

    Shift’s Payment Integrity is an AI-powered solution for health plans designed to improve accuracy and reduce costs in the claims payment process. It works both pre-payment (before claims are paid) and post-payment, helping plan administrators catch issues early and recover overpayments. Key features include claims editing (with updated, dynamic rules), generative AI-assisted medical record review, anomaly & fraud/waste/abuse detection, and external data enrichment for deeper context. The system supports evolving policy and guideline changes, allowing automated policy analysis and edit logic workbench features so health plans can test concepts before deployment. It provides explainable flags/alerts (so reviewers understand why claims are flagged), tools to accelerate document review, highlighting relevant parts of records, data mining for emerging trends, and a unified case management UI for investigative workflows.
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    MarvelX AI

    MarvelX AI

    MarvelX.ai

    MarvelX builds agentic AI for financial services and highly regulated industries, starting with AI claims agents for insurance. The platform handles autonomous claims processing at high volume, from first notice of loss (FNOL) through policy validation, adjudication, and settlement, so insurers cut claims handling time from days to under an hour. Built for P&C, motor, travel, health, life, and embedded insurers, plus MGAs and TPAs, MarvelX validates policy details, checks document completeness, and routes edge cases to human reviewers, keeping a human in the loop with audit-ready output. It also offers AI document data extraction for insurance: structured fields from documents, each with a source reference. Beyond insurance, MarvelX is extending the same agent architecture to other regulated workflows, such as KYC/KYB verification for notarial services. MarvelX connects to the systems teams already run, including HubSpot and Dutch registries (KVK, RDW, SchadeGarant).
    Starting Price: Price on request