Market Quest For Insurance Alternatives

Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Service Providers. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day. Macaw AMS is expected to cut down cost per policy by 30%.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.

Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and Twitter

CRM Software Built for Mortgage Professionals. Leverage an extensive set of original marketing content. Ready to use pre-built drip campaigns. Reach out to your clients and referral partners with two monthly newsletters. Use two-way texting to communicate with your contacts. From birthdays and milestones to all the major holidays, Cimmaron has you covered with ready-to-go eCards. Create and deliver videos in your e-mail marketing. Co-branded marketing made easy. Track and measure performance using open rates, click-throughs, conversions, etc. Centralized marketing - one user can easily handle marketing for the entire branch or organization. Integration with all major lead providers and predictive dialers. Create custom business rules to distribute leads. Automated lead distribution with notifications to your mobile app or desktop. Create shark tanks and automatically redistribute leads based on user response times.

InsuranceDrip provides a web-based automated social media marketing tool aimed specifically at insurance agents. Among its many features are the creation of customized agent websites, integrated e-mail newsletters, and social media marketing in websites such as Facebook, Twitter, Google+ and others. The platform also allows each agent to track the engagement level of any potential customer in order to facilitate sales.

Leverage the robust features of ForeSight® to maximize distribution strategies and automate the illustration sales process for greater business efficiencies, agility and increased speed to market. ForeSight® provides carriers advanced features including robust rules, pre-built sales tools and unique system customization to quickly promote products to distribution. Deliver a dynamic and guided illustration sales process, making the complex simple for your sales force so they can deliver products and solutions faster and with more confidence. Deliver anytime access to customized, accurate and compliant sales presentations for all lines of business from one sales illustration system. With ForeSight your sales force can quickly run, compare and illustrate life, annuity, disability, long-term care, critical illness and structured settlement solutions to solve their clients’ insurance and retirement goals.

Agents Ally is a powerful productivity tool created specifically for insurance agents. Using industry leading capabilities like SMPs, integrated Calling Sessions and List Imports, Agents Ally adds new incredible features and increases automation to fully optimize your marketing and sales operations. A key metric dashboard allows you to view the most important information up front and provides quick links to take action. Weights and ranks assign scoring to scheduled tasks ensuring the best opportunity is always next in line for action. Streamline execution of call tasks and campaigns allowing more time for deeper conversations and relationship building. Create customized, real-time and responsive marketing experiences that automatically adapt to each customer’s needs and preferences. Stay connected and productive while away from the office. Sequential Marketing Programs deliver targeted, multi-channel messages in specific order over a designated period.

This agent and agency management, marketing and tracking software system is designed to assist independent agents and agencies in tracking and running their agency more efficiently using best practices. The software is set up in an administration-mode. After the administrator signs in they go through the setup process by adding agents, carriers’ information, lead sources, and the drip campaign letters. They can also input group and individual commissions, create and upload custom letters, and set up all the group and individual client accounts for each agent. The software is designed to allow queries by carrier, by lead source, by type of lead, by agent. The administrator can run reports that display closing ratios such as sales vs. dead-leads, sales vs. callbacks.

CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.

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.

We combine our keen eye for affinity product opportunities with unparalleled digital experience & go-to-market execution, helping insurers to reach untapped markets with speed. CareVoiceOS is the first healthcare operating system for insurers, creating an ecosystem that transforms member experience and positively impacts member behavior. We bring to insurers a plug-and-play ecosystem dedicated to creating tailored digital journeys for insurance members. We allow insurers to play an important role in members' lives. We help insurers lower cost, increase member satisfaction, drive up sales growth and renewal rate. We help you create innovative health insurance products tailored for specific untapped market segments, allowing you to reach, educate, and convert customers that you have never reached before. Extensive and rigorous targeted market research and product prototype validation.

QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. It enables agencies to strengthen customer relationships and ensure effective business management, so they can focus on growing their book of business. Identify new business, round out your current accounts, and strategically manage prospect sales cycles. Built-in tools for creating campaigns to better service your existing customers, cross-sell, or acquire new customers. Track your employees’ activity within the system, allowing you to recognize leaders and get insight on how to improve productivity. Let QQCatalyst focus on customer relationships and business management so you can focus on growth. Easy-to-use marketing automation tools. Existing customer service email campaigns. Cross-selling email campaigns. New customer acquisition email campaigns.

As an insurance company you have to deal with ever increasing customer expectations and disruptive newcomers that redefine the marketplace and, at the same time, keep your focus on sales and profitability. The only way to differentiate is to anticipate and adapt to shifting circumstances quickly, offer high quality services and keep up with technology development. With Keylane Axon, our end-to-end standard solution for non-life and income protection products, we help you to improve your digital capabilities, accelerate your time to market and adapt to market requirements quickly. Chain integration, data entry at the point of sale and modern technology are the basis of future-proof service oriented architecture. Axon is configurable by the business: IT knowledge is not necessary for configuring insurance products.

All-in-One Website Marketing Platform for Insurance Agents. Your new and beautifully designed insurance website, online in minutes. Beautiful websites designed to sell insurance. Use AgentMethods Insurance Email Campaigns to generate new insurance leads, increase referrals, or cross-sell products to your current customers. Agents can create insurance email campaigns easily with our platform. Choose from our library of carefully crafted campaigns, which are all ready to go with images and copy. Then schedule your email delivery.

InsPal is a comprehensive, integrated-yet-modular application tailored for insurance intermediaries that deals with all the needs of a modern insurance market. The design of InsPal is based on many years of insurance experience and insightful user comments. InsPal derives its rich functionality as a leading provider of insurance intermediary solutions. The InsPal platform opens up a new horizon for the insurance intermediaries and revolutionizes the way to work in the modern insurance market. With the increasing awareness of wealth and risk management in both developed and developing countries, there is a substantial growth of insurance needs around the globe. This creates a challenge to every level of insurance service providers, no matter insurers, intermediaries and individual agents, are seeking a better application to support their work and customers, strengthen the operations and create more sales.

Lifetime: acquire, service, and engage with one platform. Lifetime solves some of the biggest problems faced by life and annuity carriers today. This accelerated underwriting eApp product drives direct-to-consumer, call center, and advisor sales. With LifetimeAcquire, configuring questions, flows, and UI elements is simple and non-technical so that you can continually drive sales across all your channels. LifetimeService provides comprehensive digital self-servicing for your customers. It empowers customers to securely manage everything from payments to beneficiary updates. No more faxes or mailers. LifetimeEngage fosters a lifelong relationship between you and your policyholders, driving brand loyalty, increased persistency, health and wellness initiatives, purchasing decisions, financial education, and more.

The Industry’s only complete, integrated solution that will transform your quoting and renewal process. Simplify complex and time-consuming processes to unlock the full growth potential of your agency. Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience. Zywave CPQ - Benefits leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals. Simply put, using Zywave CPQ - Benefits allows you to sell and service better than ever – ultimately fueling growth.

AGENCYMATE is like a best mate, our platform supports Agents across all aspects of their business, we like to think of ourselves as an extension of your agency, your very own virtual AGENCYMATE. AGENCYMATE is a powerful fully integrated and automated agency management solution that helps Agents provide full customer lifecycle lead-to-sale-to-service excellence every. single. day. With so many agencies and insurance products in the market, it is important to find a platform that helps you maintain a competitive advantage and win customers! With AGENCYMATE your agency can be operational in minutes with intuitive easy guides to get you working on leads straight away! Amaze your leads with fast personalized responses and provide your team an easy lead nurture process to make sure you don’t miss a sale! Don’t just manage, thrive with confidence with AGENCYMATE, the only all-inclusive mobile agency platform designed by agents, for agents.

BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to automate and simplify day-to-day workflows like customer database maintenance, lead tracking, policy updating, and more. Apart from modules for automated marketing, lead management, commission tracking, and policy administration, the leading insurance broker software also boasts a cutting-edge customer service portal and mobile application to offer unmatched scalability and flexibility. The capabilities offered by BrokerEdge will not just drive the bottom line but also remove bottlenecks and ensure seamless workflows.

With just a business name and address, Planck’s artificial intelligence data platform creates all relevant underwriting insights in real time, with over 90% accuracy and coverage. Improve loss ratios and increase underwriting efficiency by getting all relevant and accurate customer and risk insights. Increase submission-to-bind ratio, automate pre-fill or eliminate fields. Increase the data quality and availability throughout the insurance value chain. Leverage artificial intelligence to increase underwriting efficiency and profitability. Whether you oversee the P&L of the business line, sales, distribution, underwriting, or wants to improve your data, analytics and digital capabilities, we’ve got your back. Leveraging our proprietary open web data-mining capability and pulling from thousands of available sources, Planck gathers all the data about a business entity and its operations in real time.

Harness the power of data and technology to chart a path to the future. Efficient, secure, compliant, and scalable frameworks that cover end-to-end processes and services to support your institution’s performance and impact. Leverage cutting edge digital technologies to redefine customer engagement and improve operational efficiencies. Cutting-edge technology and deep domain expertise that help you get to market faster and accrue value sooner. Our solutions and frameworks are lightweight and user-friendly. They seamlessly fit into your processes, reduce errors with automation and increase performance. Agile DNA. Expertise and experience across cutting-edge technologies that supercharge your digital transformation efforts. Good things happen when a company prioritizes innovation and digital transformation in its business strategy. Cutting-edge technology, business and digital transformation frameworks and deep domain expertise in HealthTech, InsurTech, and FinTech.

SEI CRM makes it easy to add and edit client data. Client relations history, authomatic birthday greeting, reminder of important events do not let your clients forget about you and join another company. Customer loyalty – the most important asset in the insurance business.

IQProspects is an easy to use, sales and service CRM growth engine for banks and credit unions. The best commercial bankers are out meeting and talking with customers and prospects for the better part of every day. Now there is a tool to help you build relationships while you are on the move. The Quest Analytics mobile applications help you be more productive while you are out of the office. IQProspects tracks the journey every step of the way from opportunity stage to underwriting, thru closing. Are loans taking too long to process? IQProspects customizable workflow automates the process and gets loans completed quickly and accurately. It all starts with a prospect. Quest tracks the journey every step of the way from opportunity stage to underwriting, thru closing. IQProspects new marketing event management capabilities will help your institution manage each golf outing, charity event, or other relationship building marketing opportunity.

Mortgage professionals that want to manage and convert more leads. MLO Shift is built on ActiveCampaign, a world-class CRM and marketing automation system trusted by over 50,000 businesses. Account includes 2,500 contacts & 25 users. MLO Shift Membership gets you access to our complete library of easy-to-follow, step-by-step video courses to help you get started quickly and get the most out of your investment. Create your own landing pages! Customize a template, or build your own. Pages are fast, easy to edit and mobile-friendly, so you can run campaigns and convert more leads. Automatically drop all of your leads into one system and instantly follow up with email, text and Slybroadcast voicemails, so you can focus your time on running your business. Automatically track and follow-up with your referrals, so you never lose track of another lead, only to find out they ended up working with the competition.

An effective CRM is the lifeblood of any retail brokerage. LXCRM was crafted to make staying in touch with your Forex traders easy. Every feature of our CRM system is specifically designed for the needs of Forex brokers. Use LXCRM to increase your performance with Integrated marketing & automation tools. Multiple dashboards with full customization allow you to get all the info you need in one page. LXCRM can be seamlessly integrated with affiliate systems, emailers, SMS, and more. Track your sales and success teams’ performances collectively and individually. Assign specific permissions for different staff members for maximum data protection. A personal success manager will help you build the most fitting package for your needs. Our technical team will install and integrate all of your brokerage components. A training professional will guide your team through all your systems, and you are good to go!.

Quotall empowers insurance distributors with unique e-trading capabilities, supported by expert insurance consultancy services. Quotall is a next-generation, specialist software house. We provide a sophisticated, global e-trading capability, built with 21st-century technology, which integrates with the latest digital applications and services. Our clients can access markets faster, achieve new levels of cost efficiency and profitability, and deliver the full cycle, self-service, multi-channel user experience that today’s consumers expect. We support our clients in getting the best from our software with market-specific marketing and sales consultancy to assist with digital transformation and promotional activity.

AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.

Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.

Bring new and existing products to market through various sales channels; self-service portals, mobile apps, broker networks, aggregator websites, White Label schemes or direct to market. Powerful CRM tools to manage Brokers, Agents and Consumers. Automate renewal invitations, provide web logins and self-service facilities. Manage relationships between accounts and assign account managers. Seamlessly integrate with leading aggregators using C2MS APIs and surface rating engine services which provide real-time quotes. Connected to MoneySuperMarket, GoCompare, Compare the Market, Confused.com and more. Using powerful GUI tools, create and configure Products from the data modeling steps through to validation, logic and mapping for web services and reporting.

msg life has been setting standards in the market since 1980 with its software and consulting solutions for insurance companies. Many customers all over the world rely on our expertise and professional know-how. With offices across Europe and branches in the USA, we offer standard solutions for rapid roll-out as well as customized services across all insurance sectors. Our industry knowledge is unequaled in the market and will give your company decisive competitive advantages. Our products and solutions are not only deployed successfully in life insurance and retirement planning, but also for non-life, personal liability, and health insurance. msg life creates intelligent ideas and solutions that are key to your success. We are helping our customers overcome the challenges of digitisation sustainably, reliably and with a sense of perspective. Our portfolio extends from customized consultancy and professional services to mature standard software products and all-inclusive solutions.

The most complete online Software. Manage your business in a professional and efficient manner. AdminSeg offers many advantages from the complete management of your portfolio to custom Sales reports, from any Internet-connected device. Ideal for sales representatives that need up-to-the-minute client information. We are a company focused 100% online. We design, create and reinvent your web resources, providing the means to manage, represent, interact, and produce. We have all the digital tools to manage, communicate, position and disseminate your digital project with professionalism, seriousness and full support. We produce and distribute online solutions to reach millions of people. We design, construct, develop, and implement a communication channel that is 100% interactive. Develop competitive advantages for our customers and partners. Creating 100% customizable solutions, always generating value through the constant development of our human resources.

Private-labeled mobile apps that enable your customers to shop, schedule service, accept payments and more from their mobile devices. Convenient online shopping solutions that integrate with your software system of record. Showroom and cashiering kiosks that make self-service simple and take all types of payments, including cash. Insurance is our history and we offer multiple insurance agency and carrier services that help you sell and service online. See your sales and marketing results real-time in easy to understand dashboards. Our call center technology provides a reliable payment and service option by phone. QuotePro has web, mobile and kiosk solutions that help you quote, sell and accept payments safely and accurately – online or in-store. Our analytics dashboard enables your team to accurately measure sales and identify growth opportunities for your business.

An agency management system the whole team will use. From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use. The Gen4 sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency. Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency. Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.

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.

Streamline mission-critical workflows to fuel organic growth. Every agency needs a process to find and write new business, while providing the best service to renew current clients. Enable your agency with world-class technology to automate your everyday tasks, so that you can deliver superior value to your prospects and clients. Get in front of qualified leads and retain your existing clients by using technology to elevate your sales, renewals, and servicing. Enhance the entire process—all the way from prospecting to renewals—by using the game-changing tools available in the Zywave Sales Cloud. Compete on a whole new level by using our comprehensive suite of tools to generate new leads, nurture prospects and existing clients, and streamline servicing workflows. A comprehensive platform to simplify your entire sales process. Identify and market to new leads, coordinate all your communications with ease and take control of prospect meetings by delivering valuable insights.

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.

InsurIQ provides technology services and solutions, exclusively serving the insurance industry with a wide range of specialized resources and state-of-the-art products. Our flagship product is secure, flexible, and scalable for all areas of your business including A&H applications. InsurIQ's ACM allows agents to self-enroll and automate the workflows for those responsible for agent compliance. InsurIQ's DISE is our consumer-facing sales enrollment solution, providing full web and mobile access. Elevate your organization's capabilities through WorkflowIQ's powerful, yet simple automation features. Insurance processes often involve complex decision-making based on a variety of factors. Automating these requires sophisticated algorithms that can handle a wide range of scenarios. The insurance industry is heavily regulated. Any automated system must comply with existing regulations, which can be a moving target as laws and guidelines evolve.

Whether you’re looking to build and launch new insurance products, improve your operational efficiency or get a clearer view of your clients to improve the customer experience, we’ve got you covered. You can rely on more than 40 years of expertise in the general insurance market, connecting brokers and MGAs with insurers to deliver the most competitive personal and commercial lines available today. You’ll benefit from reliable software that powers your business to bring multiple lines of business to market and scales with you as you grow to meet new demand. You’ll also be supported by a team of experts equipped to tackle your specific challenges, helping you to improve efficiency, increase revenue or reduce operating costs. Throughout dedicated design, build, delivery process and beyond, you’ll be given guidance on how to connect with the market and take advantage of access to an established Partner Network of market-leading insurance service and solution providers.

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.

Put your producers on a rocket ship with AgencyZoom's easy to use sales platform. Stand out from the rest, to keep customers coming back to your insurance agency. An amazing Dashboard that shows you who is hitting goals and who's holding you back. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Build an automated customer journey from prospecting, to renewals, and beyond. Know exactly what you and your insurance producers need to do to succeed today, this month, and this year. Month after month you'll build up your insurance agency's Google Reviews automatically. Build an automated customer journey from prospecting, to renewals, and beyond. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Our lead manager makes it easy for agents to follow their valuable leads down the pipeline, with smart tools that help nourish the right leads today.

Increases delivery speed and reinforces adoption of STP tools. Provides superior insight into agent activity, sales progress and more. Leverages data to identify new customer needs. From field underwriting, quotes, e-Applications, pending & status, to e-Delivery and more. For workflow optimization along with lead management for cross-selling and upselling opportunities. Communicate case status and generate comprehensive reports from one centralized tool.

Meet Agency Impact, a new, reliable and powerful solution, built with simplicity from the ground up by retired insurance agents for insurance agents. Best of all, it was designed to work with your PC, laptop, tablet or smartphone anywhere and anytime. We have launched the most cost-effective web-based insurance agency management program on the market today. Whether your agency is large, small or in between, we pride ourselves on providing the best solution for your insurance management needs, a sophisticated investment at modest pricing. Agency Impact works the way you do. It delivers excellence, plus, superior and unsurpassed flexibility. By utilizing the power of the Internet, Agency Impact allows you to share up-to-the-moment customer information, access crucial files and view your critical data and make the right choices, from your office, on the go, or from the comfort of your home.

ABS Cloud is the same software available for your office only it is in the cloud. You now have the choice of using ABS on your equipment or letting us manage the software and data for you. With ABS Cloud you just use the software instead of being (or hiring) an IT professional. You have the same functionality either way. No need to install software on any office computer because the ABS software and your database are in the cloud, not on your PC. If you operate a server computer just for ABS, that won't be needed. Use ABS anywhere there is an Internet connection. That lets remote workers use ABS without tying up a computer in your office or installing it on their computer. It is perfect for agencies with a satellite office, or when you need to access customer information from home or while on vacation.

With Rocket Referrals, your clients stay longer, buy more and refer their friends. No contracts or setup fees. Find your happy clients and those who are likely to leave. Get notified when clients are unhappy and save those relationships. Collect feedback regularly to measure client sentiment overtime with NPS. Watch our AI categorize client feedback to help you improve. Automate what you send to your clients and when. Have as much control as you’d like—automate it all or approve messages before they go. Quickly create custom communications and e-mail campaigns. Cross-sell insurance with ready-to-go automations and templates. Send handwritten cards like grandma does. Stay connected in an entirely new way with Rocket Connect. Text your clients easily, TCPA ready. Respond to clients and prospects quickly via web chat.

Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time! Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage. All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze. While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales.

NowCerts is a secure, intelligent, and intuitive agency management system (AMS) cloud-based that features self-serve certificates, commissions tracking, and automate updates of policy information from carrier databases. Hosted in a secure server environment, NowCerts is intelligently designed and engineered to include a number of artificial intelligence features that help increase Agency IQ. Other key features include ACORD forms, task manager, invoices and receipts, email synchronization, loss runs, endorsements, permissions and reminders, and more.

Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.

Save time and money while increasing your productivity and sales volume with Special Agent, the complete insurance agency management software system. The wide range of powerful and intuitive features in Special Agent will help you better service your customers and increase revenue without emptying your bank account. Contact us to schedule a demo or Chat Now with a live representative and you'll see why agents that switch to Special Agent become raving fans. Special Agent puts your agency - every client, carrier, policy and form, at your fingertips. It works like you work, with all the functions designed for speed, accuracy and efficiency. Special Agent works with your carriers to provide seamless integration, avoid duplicate entry, and put the most current information at your fingertips.

Each EZLynx product integrates with our comparative rater and agency management system to provide a single platform. Bundle products to increase efficiency or purchase them separately. EZLynx provides innovative insurance software that helps streamline your agency’s workflow. You can bundle products to supercharge your agency's productivity or purchase products individually to meet the unique needs of your business. Each product integrates with our comparative rater and agency management system to provide a single platform to manage customers through their full life cycle. From real-time home and auto quoting on your insurance agency website to email marketing, EZLynx has a solution for you. The cloud-based system allows agents to maximize client acquisition and client servicing through the full client life cycle. Find each of your customer's quotes, policies, and documents in one place.

INSURA is an insurance technology partner for the insurance industry to increase their market, giving more facilities for their agent and leveraging the corporate image at the same time. We provide secured web and mobile-based applications that can be accessed anytime and anywhere. As a digital transformation partner to clients, Insura provides services and solutions that are led by business and technology consulting, seamlessly translating strategies into execution. Insurance is a member of Batavianet. Analyze the customer's financial needs based on their risk profile. Making proposals from client gadgets is very easy, anywhere and anytime. Submit new business in real-time, integrated to payment gateway. Agent after Submission will receive the status of the application from Head Office System about their customer application status. New businesses can make comments or feedback about agents e-submission eq. lack of ID document, birth date not readable, etc.