Alternatives to NetRate Commercial Lines Rating
Compare NetRate Commercial Lines Rating alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to NetRate Commercial Lines Rating in 2026. Compare features, ratings, user reviews, pricing, and more from NetRate Commercial Lines Rating competitors and alternatives in order to make an informed decision for your business.
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Macaw AMS
Nest Innovative Solutions
Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day. -
2
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 -
3
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 -
4
TopSail
Insurance Technology Solutions
Today’s competitive market demands ease of use and efficiency in process. Our Web enabled Rate, Quote and Issue solutions are flexible and scalable in order to meet the demands of even the largest volume environments. Internal and external facing, our Workflow Framework can be tailored to your needs. MGAs, MGUs, and Carriers alike can offer their products in a controlled and secure way. From the basics of rate and quote, all the way through full forms management/policy issuance and endorsement processing, TopSail is designed to make your underwriting portal, the easiest place to do business. TopSail has rich email messaging and alerts, automated renewal processing, and can feed any back-end systems required. And after the submission and underwriting cycle are completed, the end result is a rich body of data for harvesting Management Information critical to remaining competitive. -
5
Insurium
Insurium
A unified solution providing a 360º view of the P&C insurance process lifecycle. Generate premium and save time with a powerful rules-based, multi-state underwriting module that automates the collection of information and the creation of quotes, endorsements, cancellations, audits, and renewals. Reduce combined ratios with a modern and streamlined approach to the claims adjudication process that is both intuitive and collaborative. Increase new business by making it easy to exchange information with brokers. From streamlining and standardizing the intake of information to providing brokers access to the information they need anytime. Control what submissions your underwriters are focusing on. Drive customer satisfaction and retention by providing your policy holders self-service access to policy information, claims intake and review, online bill pay and more. You decide what portal features to provide your customers for the best user experience. -
6
Openkoda
Openkoda
Openkoda is an application development platform purpose‑built for the needs of the insurance sector. It lets carriers, insurtech, MGAs, insurtech start‑ups and service vendors stand up full‑featured web apps, APIs and internal tools in a fraction of the time traditional development requires - while still giving the team full ownership of the source code. The platform is built upon an open‑source stack which guarantees freedom from vendor lock‑in. A modular architecture with pre‑built templates accelerates common insurance flows - policy issuance, claims, endorsements, renewals, yet everything runs in containerised environments that scale horizontally and charge no per‑user fees. Openkoda ships with domain‑specific accelerators: an AI‑ready policy‑administration core, claims workbenches, embedded‑insurance checkout components, and underwriter dashboards that can pull external risk data or trigger machine‑learning models.Starting Price: $4000/month -
7
NASW
NASW Assurance Services
Cyber Liability Insurance is a must if you keep your client data on your computer, your cell phone, or your office files. Even if you use a third-party company, such as a warehouse, a mover, or data storage provider, you can be held responsible for data breaches caused by them. A cyber liability policy safeguards you and your practice. Plus, policyholders can add an Optional First Party Breach Endorsement – additional coverage for client data breaches caused directly by you or your office staff. The additional premium for this optional coverage starts at $20 per year for NASW members. It covers your office workers of these classes: secretary, receptionist, and administrative clerical worker. The Optional First Party Breach Endorsement is highly recommended if you would like additional coverage support for any current HIPAA coverage held on an NASW RRG professionals liability insurance policy. -
8
Zywave Analytics Cloud
Zywave
Become a strategic business consultant for your clients. Help your clients evaluate their claims, workers’ compensation losses, health plans and more by using the solutions available in the Zywave Analytics Cloud. Show every partner—not just your top clients—how invested you are in their business’s success. Highlight your agency’s analytics capabilities and deliver targeted, cost-saving advice by leveraging powerful reporting and analytical tools. Reveal hidden health care costs, model potential plan design changes and deliver targeted cost-saving solutions using the powerful tools in Decision Master Warehouse + PlanAdvisor. Open your prospects’ and clients’ eyes to the impact of the mod, and identify cost drivers and trends using the sophisticated analytics in ModMaster. Discover root causes of auto, property, workers’ compensation and general liability claims with the easy-to-use reports in RALLE Warehouse. -
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Argo Cyber
Argo Group
Argo Cyber offers a full spectrum of coverage solutions related to professional and technology services. Simplified policy form with one aggregate limit and one deductible. Notification expenses outside the limit for a specified number of affected individuals (by endorsement). Policy provides option to include miscellaneous E&O, technology E&O and media liability coverage sections. -
10
Ace Fleet Insurance Rating
Ace Actuarial Consulting
The Ace Fleet Experience Rating Software allows for the management of fleet policies and their premiums. The fleet software is a must have tool for commercial property and liability insurers who need to provide fleet insurance to their insureds. Some features of the fleet software: The fleet software allows policies to be added, populated, deleted, copied, rerated, exported, imported and accessed from any online PC. The fleet software is downloaded from the web while the policy data is stored on the web for easy access from any PC. Policy data can be placed on secured-access external servers or can be customized to be placed on the insurer's intranet. The fleet software can be customized and integrated in the insurer's policy management system. The fleet software calculates the manual premium and the fleet-rated premium.Starting Price: $1000.00/month -
11
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. -
12
hx Renew
hyperexponential
hx Renew empowers the world’s leading insurers of complex risks to transform their rating and underwriting with agile tool development, streamlined underwriting workflows, and enhanced decision-making. hx Renew unlocks efficiencies across the entire rating ecosystem, empowering insurers to make effective rating and underwriting decisions. Build and update raters faster, access new data and align your whole team to business objectives with in-model controls. With dedicated training and extensive support, we enable your team to leverage the best in Python for insurance and ensure your implementation is running smoothly, so you can achieve goals faster and realize hx Renew’s full potential. -
13
Functional Finance
Functional Finance
Functional Finance is the insurance billing and payments engine that governs how money actually moves once a policy decision is made. Sitting between the policy system and the general ledger, FF takes policy events—binds, endorsements, cancellations, reinstatements—and deterministically executes the resulting financial obligations. It handles billing and invoicing, payment collection, cash application, treasury routing, and distribution partner payables across agency bill, direct bill, installments, and premium finance models. Payments are automatically applied at the policy and line-item level, commissions and remittances stay in sync, and every transaction remains auditable over time. The result is a policy-aware flow-of-funds system that replaces manual reconciliation with predictable, scalable financial operations. -
14
Agency Office
Agency Office
Cloud based platform ensures that you never have to worry about buying and maintaining servers within your offices. Agency Office provides all its applications and websites from a tier 1 data center in UK, where a suite of powerful servers, running its virtualized infrastructure. These servers are configured in a load-balanced, highly resilient topology, with automated failovers, real-time backups, off-site regular backups, and redundant hardware. The management software for business transfer agents and commercial property agents. Agency Office provides commercial property agents and business transfer agents with cloud-hosted customer relationship management software (CRM), and market-leading responsive websites. Cloud based software ensures that you do not have to worry about buying and maintaining servers within your offices. We use the best practice for menu and screen layouts, and provide commonality for ease of use. -
15
EZ-RATER
EZ-RATER Systems
Over 30 years of providing mid-sized property and casualty insurers with rating solutions. EZ-RATER Systems, founded in the 1980’s, was one of the earliest startup companies working to automate rating for the insurance industry. For over three decades, as the platforms changed from DOS to Windows to the Web, we stayed on the cutting edge of technology to produce rate-quotation software that runs better, faster, and smarter. We are proud to have pioneered automated rating and of our 30-year track record of providing high-performance software and dependable, quality service at an affordable price. EZ-RATER has a comprehensive understanding of insurance quotation concepts as well as expertise and experience in rating P&C insurance. We know the elements of all AAIS and ISO standard markets programs, producing online rating systems that are agent-friendly and affordable. We also specialize in working with insurance companies to custom design applications for their own in-house programs. -
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E!Z Work Comp Rater
M & R Information Services
The workers' comp rating tool you need to grow your book of business. Complete with all rates and rating factors for 99+% of the workers' compensation market in your state. Easy to understand reports for your and your clients. Lots of useful look-up tables. Import policy info from AMS360 or TAM. Calculates experience modification factors for every carrier in MI. A single risk can have up to 14 different experience mods depending on the carrier - E!Z MOD can calculate them all. -
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raterSpot
raterSpot
Achieve Immutable Transparency for your product without needing to learn blockchain. We make it easy for insurance agents, and their development teams to get up and running. Leveraging our platform will allow you to easily scale your brand through your own offering. raterSpot is the only end to end insurance underwriting, rating and distribution platform built upon a matured micro-service platform. We enable insurance carriers and program managers unprecedented control and timelines for disseminating programs to retail and wholesale brokers at a fraction of the cost of current systems. Keep your appointments, commissions, and customers and lean on us for the technology. Sanitize and Validate with Big Data. Embed Raters Directly On Your Site. Live Chat Directly With Underwriters. Bind Online With Customer Portal. A blockchain-enabled, end-to-end insurance platform bringing value to every segment of the industry.Starting Price: $99.00/month -
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Sompo International
Sompo International
We partner with our clients throughout the account lifecycle to Mitigate, Protect and Respond — from pre-underwriting assessment tools through coordinated response and claims services. Offered on a standalone basis or in conjunction with professional liability coverage, we offer first and third party cyber liability coverage for organizations of all sizes and industries through our single flexible policy form, sompo premier professional. Covers state and federal regulatory actions related to the management and handling of protected personal, health and corporate information, including court mandated consumer redress funds. Optional Breach Assist endorsement covers privacy breach costs on a dollar denominated or per-person basis, outside of the policy’s aggregate limit of liability. -
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RiskVille
RiskVille
RiskVille can help you automate core routine tasks within policy, claims and risk management. Manage your day-to-day operations including customer relationships, claims, policies and risks in one system. RiskVille is a cloud-based solution designed for any type of insurance business. We understand your business and know how important it is to see not only the whole picture of the business results but also to carry out carefully and accurately daily operations. Free up your people from doing monkey jobs and let RiskVille automate their routine. We all have audits and want to meet auditors with a smile feeling secure and compliant. Improve compliance by making audit processes more straightforward. RiskVille is GDPR compliant and hosted on the safe and secure Microsoft Azure platform ensuring safety and security for your data and processes. You can exceed clients' expectations by providing access to policies and claims via a simple online interface or friendly remind them about renewals. -
20
Shepherd
Shepherd
Shepherd is the first MGU for large scale commercial risks that provides proactive solutions to drive premium savings for clients. We're an insurtech MGU offering casualty lines for commercial construction projects or programs. Shepherd's mission is to make our industry safe and sustainable by rewarding the most innovative builders. Customizable at the project level to easily track compliance status and renewals. Shepherd provides risk assessments alongside our proposals to help clients identify and take action on exposure or claims trends. Visualize the top contributors to premium based on payroll analysis. Identifying claims trends and evaluating performance relative to peers. -
21
mPACS
Mandon Software
mPACS by Mandon Software is a specialist insurance software solution purpose-built for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. Robust, feature-rich, and flexible, mPACS provides a complete solution for managing quotations, policies, and claims. Available on-premises or in the cloud, mPACS offers a rich set of features for documenting, rating, quoting, renewing, claiming, marketing, interfacing, auditing, and more. -
22
IQX Platform
Global IQX
Global IQX equips employee benefits providers with AI-powered automation tools that enable sales and underwriting teams to focus on their best work. With several more AI and machine learning initiatives set to launch this year, Global IQX will continue to advance our automation and predictive analytics capabilities to align insurers with rapidly evolving customer expectations. Global IQX is the leading provider of AI-driven employee benefits software. Known for its sales and underwriting workbench, Global IQX provides configurable components for quoting, rating, proposals, enrollment and renewals for all benefit products of all sizes. The future-proof platform is the foundation for digital transformation in the insurance industry. Its suite of dynamic AI tools, configurable modules and microservices help insurers worldwide digitize, streamline and automate new business and renewal processes for employee and voluntary benefits. -
23
CTrax
JDi Data
Automate your work using proprietary OCR technology that will instantly read and populate your COIs in the system. Our certificate of insurance tracking software saves you and your workforce hours of manual entry. Don't let expired COIs slip through your fingers! Easily schedule renewal requests and generate emails that quickly communicate with necessary parties about their policy status.Keep all of your information at your fingertips! Conveniently view all critical COI data with our configurable, easy-to-use interface. Don't have time to be the middleman? Producers, Providers, and Vendors can upload Certificates of Insurance directly to CTrax and check the status of their COIs on file for on-the-spot verification. Organize projects with confidence! Effortlessly group COIs by project to conveniently manage and track vendors over time. The ideal solutions for clients who use vendors across multiple assignments. -
24
Mindware Insurance Agency System
Mindware Systems
We provide comprehensive solutions for small and medium companies in improving quality and productivity of work at a very competitive price. MIAS is specially designed for Insurance Agencies and Agents. Powerful, Easy-to-Use, Affordable, Lower maintenance costs, Fast and effective systems implementation and integration. It can handle your daily tasks as well as accounting statements. We can import the data from the program you are currently using to MIAS. Enter quotations, policies, endorsements, renewal notices, payments, commissions and generate outstanding payments & sales reports. Scan all your documents Proposal Forms, Schedules, CI’s, Endorsements, claims and link them to policies so that you don’t have to search hard copies. Templates are specially design input screens for each class of insurance. Find Policies by any given details (eg. Customer telephone, Name, Address, Policy number, endorsement number, etc…). -
25
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 -
26
MapPro
Quadrant Information Services
Available in all 50 states including D.C., MapPro7 is location-driven, with an available 20,000 current and historical rate-set library—the largest in the nation. In the auto, home and casualty industries, MapPro7 gives actuaries, analysts, and product teams a deeper and wider ranging insight to make knowledgeable decisions. Built on a solid foundation of underlying data, our desktop application is the result of our hard work at researching, analyzing, programming and testing thousands of carrier sets. MapPro 7 will help you perform in-depth pricing analysis and enable you to make informed decisions supported by the most complete and accurate information available. Import PIF data from any source (book of business, policy admin system, agency application). -
27
C2MS
Buckhill
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. -
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AI Insurance
AI Insurance
AI Insurance is a modern, cloud-based, AI-powered insurance management platform designed to streamline and automate workflows for program managers, captives, third-party administrators, and risk retention groups. The platform consolidates various functions into a single interface, including claims management, financials, digital portals, and application processes, premium billing, policy issuance and signature, rating engine, and data management. Key features include AI-backed automation for tasks such as invoice auditing, where defense counsel invoices are parsed and audited against guidelines to prevent unauthorized legal fees, and application parsing, which extracts data from received applications to populate forms automatically. Additionally, the platform offers indemnity prediction capabilities, claiming to be 25% more accurate than adjusters after a year of usage, providing cost predictions and recommendations for claims.Starting Price: $1,089 per year -
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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 -
30
Telematics Exchange
eTechnology Services
Insight that drives performance. Turnkey solution for insurance companies. Captures identifiable data from each insureds’ telematics provider. Built-in analytics and customized dashboards to refine risk models, enhance policy pricing accuracy, develop custom insurance programs. Provides the data necessary to improve risk selection, pricing, claim handling, and enables a proactive approach to risk management. Integrated with over 50 Telematics service providers allowing policyholders to use the telematics platform of their choice. Capitalize on a turn-key platform and focus on improving profitability through telematics insight, rather than expending resources on integration, analysis, and computing. Powerful analytics that transforms data into functional insight for a competitive advantage. Robust analytics to refine risk models, enhance policy pricing accuracy, develop custom insurance programs and increase customer acquisition and retention. -
31
QuoteClick
QuoteClick.com
QuoteClick.com provides a web-based insurance rating software product offering quotes for individual and family dental insurance plans in all 50 states. The insurance comparative rating software automates rating management and policy underwriting for insurance agencies and companies. The website integration is nearly seamless and you can enjoy the benefits of online rating at your client's fingertips. We provide an agent link for your website which brings them to a landing page so they can enter their zip code. The dental plan results are then displayed from the least to most expensive monthly rate. The client selects a plan, reviews the dental services and completes an online application. We then form-fill the application or automatically upload the order to the dental plan company with your agent code.Starting Price: $19 per month -
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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. -
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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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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 -
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CCiRater
CCiComputer Services
Capture the power of CCiRater and enter a new world of superior rating and policy management that turns time wasting jobs into simple, efficient tasks. Give your producers the power to be more productive and make your agency more competitive. -
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Earnix
Earnix
Data & analytics are at the core of Earnix-powered solutions. We employ world-class data science, analytical modeling tools, optimization algorithms, and machine learning capabilities in delivering the best priced and most personalized financial product to every customer, every time. We enable the development and integration of various traditional GLM/GAM and ML models with a focus on making sure these models can be appropriately leveraged for pricing, rating & personalization strategies. With this goal in mind, we developed a Hybrid Model which takes advantage of both the predictive power of ML models and the causal inferencing of classical statistical models. The Earnix solution includes a wide set of optimization algorithms geared to handle various pricing & rating structures, regulatory & business requirements, and market scenarios. The algorithms support solving complex portfolios, lifetime value, multi-product, rank, and customer-centric optimization problems. -
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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. -
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ACS 2000
Agency Computer Systems
Desktop comparative rating and client management. Stand-alone application for agency use. Easy and powerful interface with detailed help. Complete underwriting and application of All Discounts and Surcharges. Obtain real-time quotes directly from participating carrier systems. More available lines of business than any other rating vendor. Store your Auto, Motorcycle, Home, Dwelling Fire, Mobile Homeowners and Residential Estimate quotes in one Client database. ACS saves your answers. No need to re-answer any questions on the same quote. Store default coverages to save time. Automatic Vehicle & Territory search databases complete with company-specific symbols and ISO-Verisk Strategic Alliances protection class look-up. Print single or multiple company quotes. Email quotes, proposals & applications. Free trials, walkthroughs, and training are all available upon request. Friendly technical support is available via phone, chat, remote access or email.Starting Price: $50 per month -
39
Federato
Federato
Reduce the number of sites underwriters and staff need to visit to assess risk from 15 to 1. Surface dynamic insights on appetite, winnability, and guidelines so the best business automatically floats to the top of the underwriter’s queue. Empower underwriters to make decisions in the broader context of organizational goals and strategies. Visually monitor risk accumulations, proactively manage your portfolio, and guide underwriters toward optimal outcomes. Free underwriters and staff from the burden of mundane tasks like filling out docs and hunting for risk data and underwriting guidance. Tailor-made workflows for new business, renewals, and referrals include goal setting, performance tracking, detailed account data, and risk analysis. Our platform brings dynamic risk selection and portfolio-aware insights to the last mile in underwriting and core operations through a sleek and modern workflow designed by underwriters for underwriters. -
40
Shift Underwriting Risk
Shift Technology
Shift Technology’s Underwriting Risk (also called Underwriting Risk Detection) is an AI-powered SaaS platform that helps insurers enhance underwriting decisions by identifying fraud, misrepresentation, premium leakage, and network-based risks in policy applications from end to end. It uses predictive models and anomaly detection to examine quotes & applications, monitor changes post-bind and during renewals, and detect identity fraud, agent gaming, ghost broking, policy hijacking, and document/photo tampering. The system integrates external data sources, offers real-time alerts, provides explainable output for underwriters (including decision context), and supports continuous learning so it adapts as new risk patterns emerge. It is designed to speed up underwriting, improve pricing accuracy, protect policyholders, reduce losses, and allow organizations to grow their books more confidently by catching risky activity early. -
41
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. -
42
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 -
43
EZ-Audit
InsuraTek
EZ-Audit is a premium audit application used by thousands of auditors employed by the world’s largest insurance companies. Some of the smallest fee companies use EZ-Audit as well. The program is flexible enough to accommodate the needs of any size company. EZ-Audit is an excellent tool for new auditors because it presents all the screens necessary to capture audit data in a linear fashion. Yet it is also powerful enough for the largest multi-entity, multi-state, multi-location, multi-auditor audits and allows instant access to any audit data. InsuraTek, LLC is a leading provider of application software for the insurance industry. We use the latest technology from Microsoft, including Visual Studio 2019, and we support SQL Server versions 2005 through 2019 to maintain compatibility with our customers. We have been developing exceptional software for the insurance industry since 1984, when we developed the first premium audit application for portable computers. -
44
TruePremium
Unisoft Communications
This web based application allows insurance agents to bind policies in real time. It offers the most current insurance companies rate, and will also allow the financing of policies through the agent's choice of Premium Finance Company. Agents can access sales from anywhere with Internet access at any time. Policy down payments and financing drafts are handled trough electronic transactions. Insured leaves the insurance agency with all insurance policy documents in hand. POS can be embed as part of the Insurance Company web applications. -
45
Surefyre
Vertafore
Surefyre by Vertafore is an AI-powered insurance automation platform designed to streamline and enhance the processes for Managing General Agents (MGAs). It simplifies the rating and quoting process, automates agent portal configurations, and integrates seamlessly with MGA systems and third-party data sources. Surefyre's no-code platform allows users to quickly onboard new agents and make data-informed decisions on risk. By automating key aspects of underwriting and quoting, Surefyre improves operational efficiency, accelerates speed to market, and boosts revenue, ultimately transforming the way MGAs manage policies and submit applications. -
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Verisk A-PLUS
Verisk
A-PLUS™ Personal Lines Loss History Solutions by Verisk provide insurers with customizable tools to access up to seven years of loss and claim data, aiding in accurate underwriting and rating decisions. These solutions offer flexible options, including full reports regulated by the Fair Credit Reporting Act (FCRA) and the Claims Activity Profiler (CAP), an indicator of claims activity at the point of quote. By integrating A-PLUS into their workflows, insurers can enhance initial quoting accuracy, reduce unexpected premium changes at binding, and improve the overall customer experience. The system's proprietary algorithm ensures comprehensive claim capture with minimal required input, streamlining the underwriting process. Additionally, A-PLUS offers enhancements like access to over 300 million crash records, bridging gaps in loss history reports and providing a more complete view of an applicant's risk profile. -
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ValueMomentum
ValueMomentum
ValueMomentum is the largest standalone provider of IT Services & Solutions to Insurers & Financial Services Firms. Leading Insurance & Financial Services Firms Trust ValueMomentum with their Digital, Data, Core and IT Transformation Initiatives. IT services with Property & Casualty (P/C) insurance specialization and with a focus on speed and digital transformation. For us, P/C specialization is not just expertise on widely used applications, it is also a deep understanding of P/C insurance lines of business, products, actuarial models, underwriting rule sets, rating logic, filing, forms, agent concerns, customer concerns, bureau data, 3rd party data analytics, and much more. Similarly, we drive speed & digital transformation with teams of P/C experienced analysts, programmers & testers, who are well versed in the applications, business processes, and business activities of insurance. -
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Applied Rater
Applied Systems
Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting. -
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Compulife
Compulife Software
A full-featured quoting software that gives agents the ability to quote their clients’ life insurance coverage with ease and accuracy. Includes the rates of over 100 life carriers. You can run quotes for Term, Return of Premium, Simplified Issue, and Guaranteed UL products. Add instant life insurance quotes to your website. The Website Quoter easily integrates with your current website and will automatically adapt to any screen size to look perfect on all devices. You can control what life companies that you want to quote and set the e-mail address where you want any leads to go. The Compulife Basic Quoter will let you run life insurance quotes on any computer, tablet, or phone that is connected to the internet. It is fully responsive and can be used on any device such as a PC, MAC, iOS, Android, etc.Starting Price: $180 per user per year -
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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
