Alternatives to Irys
Compare Irys alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Irys in 2026. Compare features, ratings, user reviews, pricing, and more from Irys competitors and alternatives in order to make an informed decision for your business.
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Genius Avenue
Genius Avenue
Genius Avenue powers the insurance and benefits industry with custom capabilities and innovative, customer-centric platform solutions that connect products to consumers and increase the bottom line. Insurance Carriers Go beyond software with a consultative team of insurance experts. Voluntary Benefits End-to-end, customizable capabilities that drive sales and simplify operations. Brokers Take benefits off payroll and streamline enrollment and administration. Captives Carriers Eliminate legacy systems and optimize enrollment and business operations. We help our partners expand markets, simplify enrollment and administration, optimize business processes, and unlock the full potential of customer-centric digital platforms. -
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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. -
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Go-Insur
Pancentric Digital
GO-INSUR brings digital transformation to the policy admin system to deliver an innovative cloud-based insurance solution that's agile, robust and rapidly scalable. Built by one of the UK's leading digital insurance specialists, whose existing client base includes Marsh, Legal & General, British Friendly and Hiscox. GO-INSUR enables you to rapidly distribute new products and drive policy sales. Revenue growth within insurance is being held back by legacy systems and the cost of new technologies. Go-Insur's cloud-based solution changes that, enabling you to sell new products and expand distribution easier, quicker and more affordably. Our agile delivery and customer-centric design provides Insurers, Brokers, MGAs and start-ups with an intuitive cloud-based insurance platform that empowers speed, flexibility and responsiveness. Get products to market faster, exploit market gaps, expand your distribution, and achieve a greater ROI on policies with Go-Insur. -
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Zentist
Zentist
Zentist is a platform that uses advanced technology to simplify and automate insurance revenue cycle management (RCM) for dental practices. At a time when dental businesses lose an estimated $2.1 billion due to legacy billing systems, Zentist leverages robotic process automation (RPA) and machine learning to place otherwise tedious billing tasks on autopilot. Zentist’s platform is fully and easily scalable to meet the more complex billing needs of the modern dental industry—which has been marked by aggressive consolidation and unprecedented pressures for RCM scaling. Its software minimizes human error, maximizes insurance payout, provides advanced analytics on revenue, and improves the patient-provider relationship. -
5
Ignite
Ignite Software Systems
Ignite Broker, our flagship system, provides end-to-end policy management, from quote & buy online to a full customer self-service portal, from niche bordereaux schemes to full-cycle EDI. We are unique in being entirely cloud-based and in using a single shared code base: so all our clients get upgrades every month. No more insurance legacy systems. Upgrading systems can often seem a daunting prospect. A valid concern is data migration, and the time and risk associated with it. Ignite has completed successful data migrations from SSP, CDL, OpenGI, TGSL, and other insurance broking legacy systems. Our experience in this field makes the process streamlined and presents a useful opportunity to cleanse and re-engage with your data. We work best as a team in a friendly, flexible, inclusive environment. We’re honest and professional, we go out of our way to create a happy environment, and we never let people down. -
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FINEOS
FINEOS
The FINEOS Platform provides clients the only complete end-to-end SaaS core product suite that includes FINEOS AdminSuite enabling quote to claim administration as well as add-on products, FINEOS Engage to support digital engagement and FINEOS Insight for analytics and reporting. The foundation of your digital insurance strategy. The FINEOS Platform seamlessly blends FINEOS AdminSuite + FINEOS Engage + FINEOS Insight + Platform Capabilities to create the most modern single core insurance platform for Life, Accident and Health. Legacy core systems utilized a ‘one size fits all’ business technology approach that no longer fits the needs of an agile business. Today, consumers, employers and brokers have access to powerful SaaS computing platforms and software tools that set a much higher bar for an insurer’s digital strategy. Monolithic insurance software models of the past focused solely on details of the insurance contract. -
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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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AgentSync
AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems. -
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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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Embedded Insurance
Embedded Insurance
Embedded Insurance is focused on making insurance simple, fast, and trustworthy. Embedded Insurance is an innovative platform that revolutionizes the legacy model to a seamless customer experience and provides the right insurance at the point of need. Our frictionless platform, Embedded Insurance, enables the distribution of insurance at the point of need by partnering with distributors and insurers in real-time, making the process convenient and, more importantly, trustworthy. Our customer-centric technologies provide personalized quotes, dynamic underwriting, and servicing, all in a fast, seamless, and secure environment. Leverage years of product, distribution, and data-driven successes to continually deliver industry-leading solutions for the next generation of online shoppers. Deliver the right products, from the right providers through data enrichment and data science at the right time, your customers' ‘point of need’. -
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Rely on our mix of people and processes, and a modular, digital technology platform, to perform the full spectrum of insurance services, from new business acquisition to claims processing. Many insurers face significant costs associated with managing legacy platforms. On the other hand, insurers also need to launch new products quickly, enter new markets fast, reduce compliance risk, and scale to meet changing customer expectations. Our insurance business process services can help at both ends of the spectrum. We provide cost-effective alternatives for closed-block processing, particularly blocks of business running on expensive-to-maintain legacy systems. We can also help insurers reach new markets faster and support new distribution channels, such as digital, more effectively. Whatever your desired outcome, DXC has the expertise and experience to support your company’s growth initiatives and help you achieve new efficiency levels.
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ePayPolicy
ePayPolicy
The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Easily collect credit card and ACH payments from insureds using your own branded payment page and unique URL. Collect and send funds across the insurance industry and utilize additional features after integrating your management system. Easily collect digital payments from insureds and pass them along to your broker and MGA partners with ease. ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry.Starting Price: $20 per month -
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ClickClaims
E-Claim.com
ClickClaims is ideally suited for small to mid-size property and casualty insurance carriers, independent claims adjusting firms, and third party administrators who need the advanced technologies that drive a competitive market. ClickClaims SaaS model allows for rapid deployment, unlimited scalability, performance, security and versatility that legacy systems cannot match, at a fraction of the cost. Built to evolve as technologies emerge, your investment appreciates over time. -
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BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
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Agiliux
Agiliux
Agiliux offers a suite of software-as-a-service solutions for the insurance industry to enhance distribution efficiencies and improving customer experience in the Asia Pacific region. Agiliux is the first fully configurable, modular, enterprise-grade, no-code insurance platform for omnichannel distribution, policy admin, and claims powered by open insurance APIs. Agiliux's no-code insurance application builder enables general and life insurance companies to configure and deploy any product at record speed, and across any cloud. The platform is more flexible and adaptable than any other comparable system, allowing for ease of product innovation, and swift integration with existing legacy systems. Agiliux platform can seamlessly integrate with any 3rd party systems or providers worldwide. We have a strong and dedicated after-sales technical support team. Our team is ready to support via the appropriate channel that meets your needs, from any country. -
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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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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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Novidea
NOVO IDEA SOFTWARE
Advanced insurance software solutions for distributors who want increased profitability satisfied customers. Clarity and confidence for brokers, MGAs and insurers. Created specifically for insurance professionals, Novidea is the insurance software solution that turns your data into insights you can act on. With real-time visibility into every aspect of your insurance business, clear reports, and powerful analytics tools, your brokers can close more sales and improve customer relationships. We just completed a survey of brokers, agents, insurers and MGA's, and the results reveal some surprising contradictions. The report underscores how far tech perceptions are from tech reality - and how we can close the gap. We're an An end-to-end broker and agency insurance software solution that makes success simpler. One Unified View. 360-degree, front- and back-office visibility into the entire customer journey. Actionable Intelligence. On-demand insights, reports, and dashboards. -
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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 -
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Pins Advantage
Pins Advantage
Avoid potential project delays, fines, and legal repercussions from coverage gaps. Automatically notify insureds of renewals and easily work with agents on COI submissions. Reduce the time spent dealing with insurance coverage, compliance, and broker submissions. Use templates to standardize workflows and apply requirements to all insureds on a single project. Avoid penalties and administrative overhead by optimizing team workflows and increasing efficiency. Have confidence that all your contractors and vendors are compliant and up-to-date on their insurance policies. With PINS you can know that insurance coverage is taken care of across your business so you can focus on what matters. Standardize and automate insurance submissions based on your preferences. We use machine learning-enabled OCR to make the certificate flow as quick and easy as possible. PINS checks for submission compliance against the requirements. -
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Applied Analytics
Applied Systems
Turn your raw business data into powerful insights into the performance of your business. Leverage the first insurance data analytics solution built specifically for your business to access multiple levels of analysis on key performance indicators for your agency’s book of business, employee operations and insurer relationships. Through an easy-to-understand visual interface, Applied Analytics™ allows you to obtain powerful graphical business insights from your existing management system data to drive greater employee productivity and increase profitable relationships with clients and insurers. Gain a consolidated view of internal operations with key performance indicators based on employee performance trends, success rates and progress toward projected goals. Analyze critical business KPIs and client portfolio development to sustain current client revenue and build additional revenue channels. -
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FIS Reinsurance Manager is a source-independent reinsurance system designed to enhance operational efficiency and transparency for insurers. It provides a centralized, secure, and auditable solution that automates complex reinsurance processes, reducing reliance on spreadsheets and legacy systems. Key features include accounts payable and receivable automation, open balance monitoring, and standardized reporting capabilities. The platform seamlessly integrates with existing policy and claims administration systems, as well as general ledger packages, facilitating streamlined contract maintenance, billing, and comprehensive financial and statutory reporting. By automating and centralizing reinsurance operations, FIS Reinsurance Manager enables insurers to manage complex contracts more effectively, improve accounting and claims control, and ensure timely, accurate reporting.
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InsuraSphere
IDP
InsuraSphere is a full suite of products and solutions that grows with your business. InsuraSphere is the complete suite of products designed by insurance people, for insurance people. Keep track of essential information across your business, like policies, quotes, claims, agents, and more — all in one place. Streamline your processes by using InsuraSphere’s integrated policy form management system. Give your stakeholders access to the information and workflows they need with agent and insured portals. Grant agents the ability to rate, quote, and issue their own policies based on your company’s business rules and role-based permissions. Customize your company workflows by added third-party integrations. InsuraSphere is designed for the evolving needs of carriers and agents. Whether you’re just starting, moving from a legacy system or want to bring your policy admin into one single product, InsuraSphere is designed to grow with your business. -
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Shift Claims
Shift Technology
Shift Technology’s Claims solution uses Agentic AI to transform how insurers handle claims from start to finish. It combines automation with human collaboration to assess, triage, advise, and process claims across both simple and complex cases. Shift’s AI Agents are trained with insurance expertise and continuously learn through its “insurance common sense layer.” They handle tasks like policy coverage review, liability evaluation, fraud detection, and damage assessment. Seamlessly integrated with existing claims systems, the platform ensures no disruption while improving efficiency and accuracy. The result is faster resolution, lower costs, and better customer satisfaction for insurers and policyholders alike. -
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Sircon
Vertafore
Sircon helps you save money, reduce compliance risk, and accelerate time-to-revenue by getting and keeping agents / advisors authorized to sell. Insurance is all about relationships, and compliance is no exception. Sircon connects all of the compliance stakeholders together so that everyone knows who is authorized to sell. Insurance is all about relationships, and compliance is no exception. Sircon connects all of the compliance stakeholders together so that everyone knows who is authorized to sell. You don't have time to worry about your insurance licenses. Sircon makes it quick and easy to apply for and renew your licenses in all 50 states. With a premium Sircon account, you can view your up-to-date license information and get automatic email reminders so your licenses never expire.Starting Price: $2.50 per month -
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QuoteBreeze
QuoteBreeze.com
QuoteBreeze makes it easy and inexpensive for individual insurance agents to offer their clients technology which is competitive with that found on the websites built by the leading online players in the insurance industry. Then you need one! If you've spent any time online, then you know that your existing and prospective clients are continuously bombarded with offers for online insurance quotes. If you don't provide these people with an opportunity to interface with you online, they will be tempted to go elsewhere. QuoteBreeze let's you create an attractive, easy-to-use and powerful website instantly, just by filling in an online form! There is absolutely no need to know HTML or programming or to worry about web hosting or technical details. You can make changes to your website at any time, and the modifications will appear instantly!Starting Price: $19.95 per user per month -
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OWLS
OWLS Software
OWLS Software is an end to end cloud based IT system that is used to administer every process in the insurance lifecycle for both short term and long term insurance products. What sets OWLS™ apart is our attention to detail and desire to continue to push what is possible. Our features are designed to be simple and intuitive for every client and consumer to use. OWLS™ Insurance Software The standard in insurance, functionality, security & feature versatility. Cutting-edge technology for the insurance market that automates, streamlines and improves straight through processing of claims all in one place. Simplify your insurance complexity.Starting Price: $1000.00/month -
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Practo Insura
Practo Insura
Practo Insura is a modular P&C insurance platform that supports the full policy, billing and claims lifecycle for carriers, MGAs and reinsurers. The platform helps teams launch new products faster, modernize legacy processes and maintain state-by-state compliance while reducing manual work and operational friction. Core Features/Modules • Policy administration (full lifecycle from issuance to renewal) • Billing & payments (premium billing, collections – describe as implemented) • Claims management (FNOL to settlement in one system) • Rating engine & quote management • Insured / policyholder portal and consumer POS • Agent portal & quote-to-bind tools • Compliance & filing workflows (state expansion, rate/form governance) • Reporting & operational analyticsStarting Price: $50,000/year -
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EbixEnterprise
Ebix
EbixEnterprise is a comprehensive insurance management solution that streamlines policy management throughout its lifecycle. EbixEnterprise contains six components, Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analysis, and consumer web portal. Each of the components is seamlessly integrated with one another, which allows data to flow between each other as dictated by the business need. SmartOffice CRM provides organizations with the ability to maintain agent/broker information, commission rates, manage sales pipeline, state license information. EbixEnterprise's Online Quoting Portal, HealthConnect, is the leading health insurance exchange for buyers and sellers of health insurance and employee benefits. EbixEnterprise Administration is a fully functional policy administration system that provides all of the tools that are necessary to manage policies, define plans, maintain plan rate information, etc. -
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OCTO
OCTO
OCTO’s insurance telematics proposition operates where subjective data or data shared belatedly can result in an unprofitable insurance offer. Risk definition, crash and claims, customer relationship management (CRM), insurers traditionally operate in these three areas, analyzing and evaluating risk, managing “bad events” and supporting customers. These fundamental processes may not perform at the highest level when insurance companies are not capable of collecting and managing the right type of data. OCTO’s insurance telematics proposition operates where subjective data or data shared belatedly can result in an unprofitable insurance offer. OCTO provides objective data, since these are real-time collected and based on real risk. Thanks to this new approach, customers become part of the entire insurance process: they constantly interact and contribute to profiling driver behavior, which allows the insurance company to customize the perfect offer. -
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Daisy Intelligence
Daisy Intelligence
Daisy is an AI software company that delivers explainable Decisions-as-a-Service for retail merchandise planning and insurance risk management. Daisy’s unique autonomous (no code, no infrastructure, no data scientists, no bias) AI system elevates your employees, enabling them to focus on delivering your mission, servicing your customers, and creating shareholder value. In retail, the Daisy system will deliver promotional item selection, dynamic price optimization for regular and promotional prices, improved demand forecasting and inventory allocation, and optimized assortment plans. For insurance clients, the Daisy system detects and avoids fraudulent claims while enabling claims automation, minimizing human intervention in claims processing. Daisy’s solutions deliver verifiable financial results with a minimum net income return on investment of 10X. -
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IMPACT Insure
RiskFree
IMPACT Insure is the next generation of risk insurance and back office software for the insurance sector. Whether you are a small MGA or a large Insurer, we have a solution which can be tailored further to meet all of your business needs. This means in many cases you could have a much more automated system. IMPACT is designed for risk insurers, general insurers, insurance brokers, Syndicates and MGA’s. The flexibility of the system means we can support any type of business including marine, aviation, buildings, life, motor, medical, general, pet, re-insurance and more. Clients range from large established multinational insurers to small or medium organizations who are looking for the right software to help them expand and grow. IMPACT allows complete customer management and multiple policies for different business types. It can also handle claims and has a full paperless office document generation and management system built-in. -
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Tokio Marine HCC
Tokio Marine HCC
With a broad range of innovative specialty insurance products and services, we are excited to introduce you to our new business unit and our combined strengths. We know you will find our creativity and flexibility helpful in building strong relationships with your clients. And with the financial strength, history and global leadership of Tokio Marine, your customers will continue to have confidence in the innovative insurance solutions we provide. Our state-of-the-art tech & cyber solutions are specially designed to provide more than just insurance. While we cover a broad range of cyber and privacy exposures, our innovative risk management services like CyberNet® and our expert cyber claims team provide excellent resources to help businesses stay ahead of ever-changing cyber risks. -
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Ease
Ease
Ease (formerly EaseCentral) helps insurance brokers offer their SMB clients better service through simple technology. Ease makes it simple to set up and manage benefits, onboard new hires, stay compliant, and offer employees one destination for all their human resources information. Today, more than 70,000 SMBs use Ease for benefits and HR. -
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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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Integrated Insurance Brokerage System (IIBS)
Asian Business Solutions
A comprehensive intelligent technology and system solution unparalleled in its class to back insurance and re-insurance brokerage operations. The Integrated Insurance Brokerage System combines ease of use with rich and practical software features powered by Oracle Technology. It is the solution-of-choice of insurance and reinsurance brokers to deliver quick insurance coverage, renewal, collections, remittance, claims processing and online financial reports. The IIBS provides an efficient single point of data entry while allowing secured access to information by multiple authorized users across the Local/Wide Area Network and/or the Internet Asian Business Solutions, Inc. has drawn on its years of experience in information technology and insurance brokerage to architect this enabling business engine to keep you ahead of competition. The IIBS delivers enduring value to empower your enterprise. -
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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. -
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TBW (The Broker's Workstation)
Rival Insurance Technology
TBW (The Broker's Workstation) Integrated Management System is a true fully integrated SEMCI solution for insurance brokers across Canada. The Broker’s Workstation (TBW) is a fully integrated suite of automation tools designed to support the operations of property and casualty insurance brokers and agents. Built with CSSI's industry-leading, real-time technology, TBW is continuously enhanced to help brokers stay competitive and better serve their customers. TBW integrates the following components within one system, allowing the broker to maximize efficiencies: IntelliQuote Rating and Underwriting. IntelliQuote is a rating, quoting, and underwriting system with Home/Tenant/Condo, Personal Auto, Commercial Auto and Agro. Real-time rating and upload. CSIO application and pink card generation with direct to company upload capabilities. 1,800 Insurance Company/Region/Line rate manual supported. API rating and direct company rating available. -
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Zinnia
Zinnia
By merging decades of industry expertise with advanced technology, Zinnia seeks to transform the life and annuity experience from end to end. We will empower our clients to innovate and launch products faster, to buy, sell, manage, and service products more effectively, and to better serve their customers. Makes it easier and faster for insurers to build, launch, manage, and service life and annuity products for consumers and advisors. Transforms how insurers and advisors work together and streamline the selling, servicing, and managing of consumers. Deepens the relationship between customers and insurers through meaningful interactions that ensure customers are better protected and can improve their well-being. -
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SegFlexNet
Autorun Informática
The SegFlexNET - Software for Insurance Brokers is ideal for you to manage your insurance broker .The technology is one of the most modern in the market, the system is very simple to use, the screens are intuitive and modern, the database is SQL, the support team is formed by great professionals with fast and agile service, all very well thinking and planned so that you have the best possible results. The growth of your brokerage starts now. Accessibility - With the cloud server, the broker can access his broker’s information from anywhere, he can take “his office” to his home, his client, holidays, fairs, trips, etc. Agility - Your broker’s information will always be at your fingertips, any time of the day or night, you will always have immediate information to provide to your clients Economy - It will not be necessary to invest in infrastructure to use the software. We will always be with our server updated and making periodic upgrades to it to ensure maximum performance. -
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CIGMA
Artemis Solutions
There are two big problems with common insurance software. Firstly, ‘off-the-shelf’ solutions often don’t do what you need them to do. Alternatively, bespoke systems can be lengthy and expensive to develop. CIGMA is a modular, cloud-based insurance software system which allows us to create a solution perfect for your business requirements in a rapid timeframe, using your own branding and internal processes. Developed with the insurance and financial industries in mind, CIGMA has a standardised way of interacting with both clients and users, meaning you’ll never have to worry about regulatory compliance issues again. All sales teams, brokers, underwriters and management can log in either from a website or a mobile device and check, approve or monitor client records and quotes. All changes to each client record are fully recorded and tracked. Online quote and application forms can be created exactly to your specifications and changed over time as your business grows. -
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Insurital
Insurital
Our user friendly platform is designed to make it easy to learn for all users. Security features allow you to designate which staff can view accounts. Insurital's commercial management system allows you to create customized applications and coverage packages to fit any line of business. Our professional documentation system follows an industry-standard format that will improve your relationships with underwriters and insureds alike. Insurital's consistent documentation reduces the chance of staff errors. Our software allows you to offer insured's optional limits and coverages to your insureds to reduce your brokerage's E&O exposure. Generate 8 different types of Documents in a few clicks. Applications and Submissions. Proposals and Certificates. Insurance Confirmation and Policy Declaration. Loss Notice and Statement of Values.Starting Price: $249.00/month -
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Docutrax
Risk Toolbox Inc.
The Docutrax online system for tracking certificates of insurance and documents is designed to successfully address best-practices risk management objectives. The system facilitates much of the repetitive, time-consuming and error-prone processes for obtaining and tracking COIs and other documents. Docutrax has been consistently proven to obtain higher rates of insurance coverage compliance at lower expense while providing previously unavailable business process efficiencies. Its highly flexible interface adapts to any business organizational requirement. Customized vendor/broker notifications and pushed email alerts to designated personnel automatically communicate with all related parties. Our professionally licensed insurance and support personnel ensure informed customer service to our client, its insureds (tenants, vendors, suuppliers, contractors, franchisees, etc.) and their insurance agents.Starting Price: $4,500 per year -
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GreenWave
GreenWave
The only enterprise-grade commission's management system dedicated to the Insurance industry. With over 30 years of experience in technology and insurance, he has made it his personal mission and his company’s mission to liberate, inspire and encourage his clients’ growth through the application of innovative technology and exceptional service. We have spent the last 18 years studying commission processes working directly with CEOs, COOs, and commission teams of insurance agencies, BGAs and IMOs. During these years, we noticed that growth-focused agencies, like your own, always get caught in one of the traps surrounding the commission process. Any of these traps will cause a bottleneck, slow down and restrict your growth, and make you miss out on profitable opportunities. In 2000, he started a company called SPI Software Solutions (later renamed to GreenWave) providing software and consulting to banking, financial, insurance, manufacturing, and law enforcement organizations.Starting Price: $55 per month -
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Cleva
Inetum
In the midst of digital change, Insurance is a sector where IT carries all business processes and puts you at the heart of the company's strategy. The need to adapt to new uses, new players, changing risks, and emerging markets makes insurance a sector with considerable challenges in terms of transformation. Innovation is the cornerstone to address these. Cleva Inetum is committed to the development of core solutions that boost the digital transformation of the insurance industry through a comprehensive and integrated platform with a complete functional range from managing policies to risk assessment and customer service. Cleva solutions are built on cutting-edge technology that contributes to operational optimization, fast decision-making processes, and the enhancement of the user experience, focusing on the life and non-life insurance market. Highly configurable and modular, Cleva is an innovative software solution for the distribution and lifecycle management of property. -
46
Milliman Integrate
Milliman
Milliman Integrate is a comprehensive cloud-based actuarial modeling and reporting solution designed to transform actuarial processes within the life insurance industry. Building upon the legacy of MG-ALFA, Integrate offers a paradigm shift by combining advanced technology with professional services and operational support. This integration enables actuaries to efficiently manage complex financial models, ensuring scalability, reliability, and enhanced governance. The platform provides extensive support for all major asset classes and insurance products, facilitating both point-in-time valuations and intricate multi-dimensional projections. By centralizing data, modeling, and reporting, Integrate streamlines actuarial workflows, granting faster access to critical insights for effective risk and opportunity management. Its cloud-native architecture ensures robust disaster recovery capabilities and seamless scalability, allowing firms to adapt swiftly to evolving requirements. -
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COREFIN Insurance Software
Corefin
COREFIN Insurance & Broker is a vertically customized management solution based on Microsoft Dynamics 365, which enables insurers and insurance brokers to manage their whole business and gain a 360-degree view of the customer. COREFIN combines the flexibility and the scalability of the platform in a user-friendly and intuitive way to help companies in the insurance sector systemize their business and analyze performance! Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures - all in real-time! All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze within CoreFin Insurance Core System. -
48
CaseworksPro
Insurance Technology Solutions
CaseworksPro is an affordable web-based claims administration system designed to support a wide range of claim processing requirements. Developed by Insurance Technology Solutions, CaseworksPro is purpose-built for carrier claims departments, self-insured retentions (SIRs) and third-party administrators (TPAs). This easy-to-use solution offers a host of features that include SIR client-centric workflows, policy data capture, one-ff and scheduled payments, user-defined access permissions, check printing, electronic reporting, and NCCI and ISO stat code capture.Starting Price: $25000.00/one-time -
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Aspire
Impowersoft
We are a leading provider of insurance agency management software solutions. Our focus is to provide our clients with groundbreaking applications and innovative services that enhance their businesses and allow them to get the upper hand on their competition. What could this mean for your business? Simply put, higher levels of customer satisfaction, increased profits and lower operating costs. Our product is a comprehensive and cost-effective insurance CRM software / insurance agent software application tailored specifically to meet the demand of the modern insurance agency. Our insurance agency management software, called “Aspire,” is a result of collaboration from experts with backgrounds in both insurance and software development. As a result, our clients get innovative, first-to-market insurance agent software features that no other company has. Our insurance agency management software is packaged to be one of the most cutting-edge and simple solutions for insurance agencies.Starting Price: $129 per month -
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SmartOffice
Zinnia
SmartOffice is a cloud-based CRM & AMS tailored for financial professionals, advisors, agents, BGAs, RIAs, and broker-dealers, offering comprehensive tools to manage client relationships, workflows, data, and compliance. It includes contact management, investment & policy tracking, and time & calendar management, along with opportunity tracking and dynamic reporting. SmartOffice emphasizes cybersecurity and compliance to protect client data and integrate smoothly with Office 365 (Outlook, Excel, Word) and other sales, financial-planning, insurance, and marketing platforms. It supports key features such as centralized client history, sharing among staff, secure data access from anywhere, and structured administration of membership or agency operations through its agency management system. The platform is designed for established practices seeking to consolidate tools and visibility into opportunity pipelines, reporting, and workflow efficiency.
