Alternatives to Menlo
Compare Menlo alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Menlo in 2026. Compare features, ratings, user reviews, pricing, and more from Menlo competitors and alternatives in order to make an informed decision for your business.
-
1
Verity
VRC Insurance Systems
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.Starting Price: $150/user/month -
2
Jenesis Agency Management
Jenesis Software
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.Starting Price: $60/month/user -
3
Commissionly Tracker
Commissionly
For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance. Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines. Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data. The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.Starting Price: $899 per month -
4
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies. • Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships • Marketing tools with email campaigns, drip marketing, and texts • Automated insurance agency workflows • Business analytics, dashboards, and reporting for agency performance and pipeline management • Compliance and disclosure tools with e-signatures and required insurance documentation • Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management • Easy to customize for how your insurance agency works • Top-rated support • Free Android and iPhone apps • Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract requiredStarting Price: $85 per seat per month -
5
INSXCloud
My1HR
Make INSXCloud your marketplace for on-exchange ACA health plans and off-exchange ancillary coverage such as dental, vision, accident, and short-term medical options. INSXCloud has assisted agents, agencies, and issuers with the quoting and enrollment process for individuals and families choosing Affordable Care Act and ancillary health coverage since the Federal Marketplace opened in 2014. During that time, we have helped agents and issuers enroll over 2 million members in on and off-exchange health, dental, vision, and other ancillary coverage. e-Commerce on your terms: The EDE version of INSXCloud is built to support agent-led and direct-to-consumer enrollments. When you work with us you control the marketing to your clients, not us, so you manage the message. Our site has time-saving features like the upgraded provider lookup that tells you which doctors accept specific plans and a ‘Pay Now’³ feature for many carriers which allows you to set up your clients’ payment. -
6
IntellectAI
Intellect Design Arena
IntellectAI is cloud-based insurance software for commercial and specialty carriers, managing general agents, brokers and other insurance distribution teams. Its Underwriting Ecosystem brings together submission intake, risk data, underwriting decision support, document handling and related workflows; its Distribution Ecosystem supports broker and wholesaler processes from receiving submissions through placement and policy-document review. The portfolio includes Magic Submission for submission ingestion and triage, Risk Analyst for data enrichment and risk insights, Xponent workbenches for underwriting and distribution, and Magic Placement for comparing insurance documents. Organizations can adopt modules and configure workflows for their business lines. The software supports cloud deployment and can connect with existing insurance and data environments. -
7
LifePipe
iPipeline
Easy access to products, rates, and underwriting guidelines. Provides rated quotes, increasing placement ratio. Optimal quote accuracy with underwriting functionality via carriers’ unique guidelines. Set expectations early; enter basic data and up to three impairments to receive quotes from top carriers. Prefill carrier drop tickets and e-Apps, creating a seamless quote-to-apply experience and reducing data entry errors. White label your web quote engine or build a custom site using our quote API. Prefill carrier drop tickets and e-Apps, creating a seamless quote-to-apply experience and reducing data entry errors. White label your web quote engine or build a custom site using our quote API. Set expectations early; enter basic data and up to three impairments to receive quotes from top carriers. -
8
CoverWallet for Agents
CoverWallet
CoverWallet For Agents, an Aon Company is a technology platform that provides Insurance agents with a single point of entry to access multiple carriers and lines of business. It gives agents a fast, simple, and efficient solution to provide commercial insurance to businesses simplifying the way Insurance agents and agencies quote their customers - Single streamlined application - Compare multiple, bindable quotes - Online bind - Manage accounts on one central online platform. One application for multiple lines of business including General Liability, BOP, Professional Liability, and more. As you enter information, the application prefills answers to questions and skips unnecessary information to save you time. Compatible on devices including mobile, tablet, or desktop. Instantly compare quotes from multiple top national carriers, no appointments needed. Recalculate quotes and adjust coverages, limits, and deductibles at the click of a button. -
9
Arlo CRM
ARLO CRM
ARLO CRM was created by an insurance agent and agency owner who lives the daily struggles of running an agency: client data scattered everywhere, dec pages re-keyed by hand, ACORD paperwork, missed renewals and commissions that never reconcile. ARLO was built to fix that, so independent agents write more business with less admin. One clean record holds every client, household, business and policy. Upload a dec page and ACORD applications fill themselves. Issue COIs and evidence of property in seconds, send branded proposals clients accept online, then bind with a secure payment link. A renewals pipeline, errors and omissions diary and automated follow-ups keep anything from slipping, while commission tracking reconciles carrier statements for you. Flat pricing for the whole agency: $99, $199 or $299 per month, extra seats $39. No setup fee, no contract. Newly licensed agents without appointments can add Market Access to quote and write through participating carriers.Starting Price: $99/month -
10
RiskVille
RiskVille
RiskVille is a cloud insurance platform for MGAs, brokers, carriers and service providers such as claims handlers and captive managers, serving clients in Europe and North America. One system covers CRM, quoting, underwriting, policy administration, claims, billing and reporting. Build a quoting engine per product in Excel, issue branded policies in one click, and invoice automatically at binding. Brokers compare carrier quotes with RFQ, claims teams use AI-assisted reserving, and scheduled reports include full BDX. Built-in email, document handling, time tracking and a client portal with permission control keep everything in one place. Hosted on Microsoft Azure, GDPR compliant and audited by Grant Thornton, with full audit trails. Integrates with e-conomic, Microsoft Business Central and QuickBooks. Configure products, workflows and templates without developers. Built on 20+ years of insurance experience, implemented in days, with a user-based license and no hidden costs.Starting Price: €900 per month -
11
Nexben
Nexben
The Nexben end-to-end benefits platform creates a simplified marketplace experience. It’s the first-ever cloud-based platform that connects the entire industry, from national carriers to independent agents to large and small businesses, all the way down to individuals and their families. Nexben integrates the entire shopping experience from quoting, proposing, enrolling, managing and billing so that the world of complex benefits is now a greatly improved marketplace. Time to toss the cumbersome, time-consuming, inefficient, manual, error-prone, people-intensive and costly paper-based process. Nexben ends the pain with one simple platform for everything and everyone. Easily and seamlessly interact with agents, carriers, employers and employees in real-time. Multiple carriers are easily shopped and compared on the Nexben single market platform. Carriers can bring their product to the new marketplace. -
12
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. -
13
BrokerEngage
Benefitalign
Avoid double re-directs - Experience a streamlined enrollment experience on a single platform while completing Special Enrollment Period (SEP) verifications, complex eligibility situations and reporting life changes, without visiting ‘healthcare.gov’. Efficient APIs - Application-programming Interfaces (APIs) in our EDE platform transfer data between the Federally-Facilitated Exchange for faster submissions, eligibility checks and renewals. APIs quickly calculate the appropriate cost sharing reductions and premium tax credits. Medigap Filters - This Medicare feature is designed to meet regulations. You can now quote, compare and add the optional riders for Medigap plans in BrokerEngage, without scouting through carrier portals. Healthcare Providers & Drugs - Find plans for your clients that include the prescription drugs & healthcare providers they need. -
14
HealthSherpa
HealthSherpa
HealthSherpa is a certified partner of Healthcare.gov that has created a simpler platform to enroll in Affordable Care Act health insurance plans. We work with consumers, employers, insurance carriers, insurance agents, and nonprofits to enroll as many people as possible in these subsidy-eligible, comprehensive health plans. For insurance carriers, we power their websites so that they can enroll people in Affordable Care Act health plans. For insurance agents, we provide superior enrollment technology, a CRM, and communication tools so that they can enroll more clients in plans that make sense for them, faster–and we have 40,000 agents using our platform. For consumers, we provide decision support tools to help folks choose a plan that makes the most sense for their healthcare needs and budget. HealthSherpa has enrolled more than 5 million consumers in coverage, and we show all the same plans and prices as HealthCare.gov. -
15
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. -
16
Layr
Layr
Grow your small business book with a platform that offers AI-powered prediction and placement, COIs on demand, a true end-to-end online application, and so much more. Layr empowers brokers and agents to provide small businesses with the insurance coverage they need. Layr's technology enables companies to get liability insurance protection and pay for it monthly with a credit card, entirely online. We provide detailed explanations of why the questions are asked and how answers may impact insurance premiums. Smart Quote lets you start a proposal now and finish it when you're ready. We revamped the standardized questions to ensure that our Smart Quote application is easy to follow and understand. While traditional insurance brokers are forced to wait on the insurance companies for quotes, we built our own rating algorithm so you don’t have to. -
17
ClaimSuite
Whitespace Software
The Whitespace Platform is the truly digital platform for the global (re)insurance marketplace. Contracts created and processed using Whitespace are made entirely of data. When digital data is used as the vehicle for risk transfer (not Word or PDF documents), the potential benefits of digital transformation of your business become realizable. And the possibilities are endless. Increases in speed, accuracy, availability, and quantity of in-depth data for risk analysis, all provide significant benefits to Brokers and Carriers. Above all, insurers act in the interests their customers, for whom a digital connection can mean real-time access to the risk placement, quicker payments and faster responses on claims. The complete end-to-end process is supported; with Whitespace, brokers and underwriters create risk submissions, collaborate on contracts, communicate via real-time instant messaging, request and provide quotes, bind, sign and endorse (re)insurance contracts digitally. -
18
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 -
19
LTS Pro
Business Assistant
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. -
20
Special Agent
Special Agent
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. -
21
Bold Penguin
Bold Penguin
Bold Penguin simplifies commercial insurance through advanced technology and quoting software designed for insurance agents, brokers, networks, carriers, and channel partners. It offers a suite of integrated tools including terminal, exchange, storefront, and analytics, streamlining the process of quoting, lead generation, and underwriting for small and medium-sized businesses. The terminal solution allows agents to quote and bind policies quickly, partnering with national and regional carriers to ensure the right coverage. The exchange platform facilitates growth by providing a marketplace for leads, while the storefront allows agents to manage digital quoting experiences for SMBs. Additionally, Analytics uses AI to enhance data extraction and underwriting. Bold Penguin’s technology empowers agents and partners to better serve SMBs by improving efficiency and expanding business opportunities. -
22
ASPIRE Health
Artivatic.ai
A Shared & Automated Employee Benefits Placement Platform : ASPIRE HEALTH AI & Data Analytics focused first Employee Benefit & Group Health System (EBHS) - ASPIRE HEALT, a new category of enterprise software for brokers and carriers, to do just that. A EBHS enables brokers and carriers to manage the entire placement process in one shared system. To be successful, a BPS must have three core features: Purpose-built. There’s so much nuance in our industry. This is especially true in the mid-to-large market, where custom underwriting is required on every client. An effective EBHS accounts for the specific workflows and dynamic relationships across stakeholders—brokers, carriers, third-parties, and the client. Supports the entire placement process. Whether collecting a renewal or marketing for new business, a EBHS addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation.Starting Price: $3000 per month -
23
Majesco P&C CoreConnect
Majesco
Majesco P&C CoreConnect is a cloud-native insurance core platform designed for property and casualty managing general agents, managing general underwriters, and smaller insurers. The platform combines quote, rating, policy administration, billing, and claims capabilities in a unified system built to support multiple insurers, reinsurers, distribution partners, currencies, languages, and markets. Preconfigured product templates, third-party integrations, and an MGA Model Office help organizations launch new insurance products faster and reduce implementation complexity. P&C CoreConnect includes configurable underwriting portals, automated submission processing, document management, carrier API connectivity, and low-code tools that enable business users to make changes without extensive IT involvement. -
24
Zywave CPQ
Zywave
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. -
25
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. -
26
eHealthApp
eHealthApp
eHealthApp provides the ability for brokers and consultants to differentiate themselves by efficiently gathering health information. The collected information can then be used to obtain health underwritten quotes and provide the opportunity for the broker to analyze the information to objectively determine the best fit for their group clients. TPA's, GA, and Carriers can sponsor eHealthApp for brokers in a manner that does not help the competition, increases underwriting accuracy, and make products more widely available. -
27
Pace
Pace
Pace is an AI operations platform for insurance organizations that builds, deploys, and manages agents to carry out workflows. It supports submission intake, policy servicing, claims handling and quality assurance, first notice of loss (FNOL), certificate of insurance generation, endorsements, and data entry. Agents interpret procedures, extract information from insurance documents, communicate by phone, email, and text, and interact with APIs, web portals, desktop applications, and legacy administration systems. The platform includes workflow orchestration, human review for sensitive actions, and audit trails. Tempo, Pace’s agent builder, lets insurance operations teams define procedures in natural language and create or refine agents using sample cases. Pace is aimed at carriers, brokers, managing general agents, third-party administrators, and wholesalers seeking to automate back-office and service processes. -
28
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. -
29
PL Rating
Vertafore
Close more business in less time with the industry’s leading real-time personal lines comparative rater. Compare up-to-the-minute quotes from carriers — side by side, in one place, at the same time. PL Rating is the leading comparative rater, connected to over 300 carriers across 48 states and DC. In the time it takes captive agencies and direct writers to provide a single carrier quote, you can present multiple rates and coverage options to your clients. Save time: With over 300 real-time carrier connections, agents can accurately quote dozens of carriers in less time than it takes to generate a single quote through a carrier website. Increase revenue: PL Rating offers package, flood, and Consumer Rate Quotes, all which can result in higher revenue. Plus, with faster close times, customer retention can be improved. Conduct faster, more accurate data entry: Rather than interrogate your customers and prospects, PL Rating helps to validate the information associated with your customers. -
30
Sapiens P&C
Sapiens International
The Sapiens Platform for Property & Casualty is end-to-end, cloud-based, or on-premise set of software offerings with advanced digital capabilities. It can be implemented as a pre-integrated platform, or as standalone systems. The diverse solutions address all P&C carrier needs, across all lines of business and distribution channels, offering a wealth of digital features. Sapiens CoreSuite for Property & Casualty is comprised of the Sapiens PolicyPro for Property & Casualty, which manages the full policy administration lifecycle from initial quote, through rating and policy issuance; Sapiens BillingPro for Property & Casualty, which ensures that premiums are collected, claims payments are made, and agent commission payments and receipts are managed accurately; and Sapiens ClaimsPro for Property & Casualty, which controls claims management handling and the settlement process. It also includes a reinsurance solution. -
31
GloveBox
GloveBox
The agency branded self-service platform connected to all insurance carriers. A premier technology for the IA channel. GloveBox is a centralized mobile and web application allowing insurance policy holders to access their policy documents, pay a bill, initiate a claim and so much more regardless of which carrier their policies are written with. The goal of GloveBox is to enhance the customer experience for the insurance client while reducing service costs and increasing overhead for both agencies and carriers. A seamless all-in-one platform connecting clients to your agency and their carrier(s). Choose from a full list of insurance companies to organize personal lines policies inside your GloveBox. Once your carrier is selected, it is added to your homepage and you may proceed to register for an account and/or login. GloveBox includes robust automation for client distribution and a seamless in-app experience.Starting Price: $150/month -
32
EZLynx
EZLynx
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. -
33
IBQ Commercial Comparative Rater
IBQ Systems
Commercial comparative rating made easy. Enter data once in one spot. No need to visit multiple carrier websites for quotes. Skip all the retyping the same data into carrier systems. You’ll boost accuracy and reduce the risk of errors. Offer quotes from multiple carriers so your customers get the best option. Or let them self serve and quote from your website. Export customer data into IBQ for remarketing. Or quote in IBQ for export to your agency management system. No extra charge. No need to look up class codes for every company. Our innovative lookup function makes it easy to get the right class for every quote. Quote the most popular commercial lines from one spot–quickly and easily. IBQ provides cutting edge insurance technology to agencies across the country. We strive to give powerful tools to the independent agent, in order to compete in today’s innovative marketplace.Starting Price: $150 per month -
34
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. -
35
AgentExpress
AgentExpress
AgentExpress is not your typical quoting and enrollment platform. We've modernized the traditional CMS experience to set brokers up for success in the ever-changing landscape of insurance professionals. A foundation of technology, training, and support differentiates our agents allowing them to create truly incredible experiences for their clients. Built with decades of experience in the insurance and technology space. The AgentExpress platform is the industry leader in Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life quoting and enrollment broker technology solutions. Working with AgentExpress, you'll have a team dedicated to your success. Grow your business with in-depth product, technology and sales training. Train with our team, attend our weekly webinars, or learn at your own pace with our industry-first micro learning platform for insurance agents. -
36
Third Eye
Third Eye Solutions
Our Premium Finance Software goes beyond quoting and billing. Its an enterprise loans management system providing for cash management, receivables tracking, income monitoring, client servicing, compliance and financial reporting. Gain peace of mind with an enterprise-grade solution designed specifically to handle the workflow and scenarios associated with payment plans for healthcare. Custom built for Realtor Commission and Commission Advances; our platform focuses on reducing operations overhead while maintaining superior relationship management with your clients. A single platform connecting service providers, dealers, carrier and clients; offer tailored payment plans; service the contract and stay on top of the business. Third Eye Solutions’ undisputed industry knowledge, state-of-the-art technology platforms, and ability to guarantee rapid speed to market have made us the leader in the industry. Our commitment to our clients is unparalleled! -
37
LexisNexis Attract
LexisNexis
LexisNexis® Attract™ scores help insurance carriers conveniently and accurately classify insureds and applicants according to their risk potential, leading to improved underwriting. LexisNexis® Attract™ scores help insurance carriers conveniently and accurately classify insureds and applicants according to their risk potential, leading to improved underwriting. Now, with Attract™ 5.0, carriers have access to our most predictive models yet. For more than two decades, LexisNexis Risk Solutions has helped improve rating, pricing, and underwriting decisions for the insurance business. These solutions span the home, auto, and commercial markets. Superior loss predictability, regulatory, compliance, and easy implementation that improves business outcomes remain core to the Attract™ suite of scores. The next generation, AttractTM 5.0 solution provides carriers the ability to make even better use of consumer credit information to improve underwriting efficiency further. -
38
Facio
Facio
Facio provides AI-native software infrastructure for specialty insurance organizations, including MGAs. Our platform, FacioMGA, supports the policy lifecycle: submission intake, risk classification, underwriting, quoting, binding, policy issuance, endorsements, billing, commissions, compliance, reporting, renewals and integrations. Customers configure products, rating rules, eligibility criteria, workflows, documents and permissions without rebuilding technology for each program. Facio offers standalone solutions for surplus-lines tax and fee calculation, SIC/NAICS classification, sanctions screening, actuarial operations and automated carrier-declination workflows. Our Org2vec technology creates an evidence-backed memory by connecting policies, contracts, financial records, assets, suppliers, cybersecurity systems and operational data, while Facio Eigen provides a zero-trust control layer that applies permissions, rules, approvals and audit trails to AI-assisted decisions and actions.Starting Price: $65/mo./user + cloud -
39
INSURA
INSURA
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. -
40
BindHQ
BindHQ
BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; no hardware or servers to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your carrier partners. BindHQ’s open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments and premium finance companies, or compliance tools making frictionless transacting a reality.Starting Price: $300 / User / Month -
41
Trellis Connect
Trellis
Trellis Connect makes it fast, easy, and secure for users to share personal insurance information. Trellis makes insurance easy by meeting consumers where they are and helping them find the right personal insurance to meet their needs. Powered by consumer-permission data, Trellis Connect is the next-gen property and casualty pre-fill solution that delivers a simplified user experience, unlocks the full value of data in personal insurance accounts, and protects users’ security and privacy. Trellis works closely with top companies, from financial institutions to fintech to insurance carriers, to deliver the best fully white-label, end-to-end insurance solutions on the market. A platform for comparing and purchasing personal property and casualty (P&C) insurance policies. Get our best-in-class solution, which comes with a team of fully-licensed insurance agents, up and running in just a few days. -
42
InsuredMine
InsuredMine
Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven QuotesStarting Price: $69per user per month -
43
Broksy
Broksy
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. -
44
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 -
45
InsurAMS
InsurAMS
InsurAMS is agency management software for independent insurance agencies, streamlining daily operations. The renewal queue prioritizes policy renewals by urgency, helping prevent missed deadlines. Agents can quickly generate certificates of insurance by auto-filling stored policy data, eliminating manual entry. The platform centralizes client management, providing access to records, policy details, and interaction history. An activity log tracks calls, emails, and notes, while task management links tasks to specific clients and policies. Metrics like total premium and breakdowns by coverage type and carrier offer insights into the book of business. InsurAMS supports CSV import for migrating client and policy data and allows data export to ensure agency ownership. With minimal setup, agencies can start using the system immediately without extensive onboarding.Starting Price: $99/month -
46
Vertafore AIM
Vertafore
Specialized and hard-to-write risks are the foundation of any MGA, MGU, or wholesale broker’s business. Designed specifically for Managing General Agents and Managing General Underwriters, AIM centralizes your underwriting, accounting, and claims operations for a more efficient and profitable insurance business. AIM brings an intuitive solution to unique processes and transactions, functionality that eliminates duplicate data entry, real-time reporting capabilities, and integrations with industry partners. Spend less time on operations with the ability to clear, quote, bind, and invoice from a single system. Verify that invoicing, taxes, and fees are correct—so you know what commissions to expect. Simplify operations with the ability to create, track, and pay claims while monitoring for fraud. -
47
QuoteRush
QuoteRush
QuoteRUSH was created for insurance professionals by insurance professionals and is revolutionizing the industry. Our software is a simple to use rating tool that allows you to quickly quote all of your insurance carriers from a single entry screen. This rating technology enables you to get real time rates with 100% accuracy because you are working directly on your carrier's websites, so there is nothing assumed or lost in translation and your rate is calculated exactly the way your carrier wants it to be. This revolutionary software is reinventing the work flow and decision making process of quote-bind-policy. We easily integrate with any lead vendors along with all agency/lead management systems. QuoteRUSH is the fastest comparative rating software for homeowners insurance on the market. We don't support using complex algorithms or crazy future predictions about what will happen in the future, we live in the now. We only use real rates directly from the Insurance Carriers.Starting Price: $99 per month -
48
Athenium Analytics
Athenium Analytics
Athenium Analytics enables insurance carriers to find new opportunities for growth, efficiency and continuous improvement. We offer industry-leading insurtech software that helps carriers drive quality, improve performance and write smarter business using predictive analytics and actionable insights. Leverage AI-enabled imagery analytics, predictive models and proprietary risk scores to identify and manage risk. IRIS can help you quickly identify property characteristics and manage your portfolio exposure using AI-based computer vision and geospatial imagery. Our other risk solutions empower your underwriting and claims teams to better manage risk. -
49
QuotePro
QuotePro
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. -
50
Zywave BrokerageBuilder
Zywave
Say goodbye to time-consuming renewals by streamlining the entire request for proposal (RFP) process. Create industry-leading RFPs in minutes and easily send them to multiple carriers using BrokerageBuilder™. Tracking carrier commissions is complex. BrokerageBuilder makes it easy. Track commissions from any carrier with ease. Easily process and validate payments received, and gain better insight into your agency's commissions revenue. Centralize your data and create customized workflows tailored to your agency. Each day, users will receive a daily list of overdue tasks and upcoming items that require their attention—helping ensure nothing falls through the cracks.
