Alternatives to Pins Advantage
Compare Pins Advantage alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Pins Advantage in 2026. Compare features, ratings, user reviews, pricing, and more from Pins Advantage competitors and alternatives in order to make an informed decision for your business.
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Predict360
360factors
Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC. -
2
SmartCompliance
SmartCompliance
Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management. -
3
InsureCert
InsureCert Systems
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly. -
4
TrustLayer
TrustLayer
Avoid claims and lawsuits that can cost your business millions. We make time-consuming manual tasks a thing of the past. TrustLayer helps you automate the management and verification of certificates of insurance with AI & machine learning technology. Our technology enables you to verify coverages, check exclusions, get insight into insurance validity in real-time, and much more than conventional tracking tools. Real-time proof of insurance for frictionless onboarding. Easily request, verify, and track vendor insurance coverage. Offer customers live, verifiable proof of insurance. Reduce repetitive tasks that are error prone and time-consuming. Easily request and verify proof of insurance from your business partners. Verify insurance coverage and other compliance documents in real-time. Create new compliance goals for any information you want to verify. -
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myCOI
myCOI
Ask your CFO or risk manager just how much claims and lawsuits can cost your business. If you are collecting certificates just to confirm they were received, you have no guarantee that your requirements are being met. myCOI Central is built on a foundation of insurance industry logic to ensure you remain protected with the appropriate coverage. There’s no more need to worry about stacks of certificates cluttering up your office or hours of frustrating phone calls and emails to chase down certificates. myCOI Central provides your company with a solution to automate your insurance certificate requests, collection, and compliance resolution, while also giving your team a single, centralized repository to view compliance. Win business and boost retention by providing agency-branded, industry-leading insurance tracking software to your insureds. Offer software only or add on your own compliance review services. -
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Jones
Jones
Collect, verify, and approve COIs and other insurance documents with ease. Reduce risk, ancillary costs, and revenue loss by simplifying risk management for every transaction. Vet, prequalify, and get your subcontractor COIs compliant faster. Jones helps property management and construction companies to reduce insurance risk across every property, project, and application. Track and manage COIs and insurance docs in real-time. End-to-end process management and aggregated analytics. Access tens of thousands of pre-populated insurance certificates, documents, and contacts so you can improve compliance and manage vendor procurement in a smarter, faster way. Look up vendors’ predicted compliance status before hiring them. Share vendor insurance data between your properties and end redundant tasks. Tap into existing vendor data instead of collecting every COI from scratch. Extract requirements directly from contracts and easily create new requirements in minutes. -
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CertFocus
CertFocus
A fully domestic certificate of insurance tracking solution that is flexible, proven and scalable, delivering the industry’s highest compliance levels of over 90%. We earn your business every day with the highest compliance, improved economies and best-in-class service. That is why CertFocus does not require any long-term agreements. Simple, easy and quick implementation lets our clients choose either our self-service or full-service model. Group reports and dashboards by region or function and aggregate them into full corporate reporting. Other certificates of insurance tracking solutions merely diagnoses or track compliance. Our innovative service, supported by credentialed insurance professionals, cures the issues, directly increasing COI compliance. -
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Insurital
Insurital
Our user friendly platform is designed to make it easy to learn for all users. Security features allow you to designate which staff can view accounts. Insurital's commercial management system allows you to create customized applications and coverage packages to fit any line of business. Our professional documentation system follows an industry-standard format that will improve your relationships with underwriters and insureds alike. Insurital's consistent documentation reduces the chance of staff errors. Our software allows you to offer insured's optional limits and coverages to your insureds to reduce your brokerage's E&O exposure. Generate 8 different types of Documents in a few clicks. Applications and Submissions. Proposals and Certificates. Insurance Confirmation and Policy Declaration. Loss Notice and Statement of Values.Starting Price: $249.00/month -
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Constrafor
Constrafor
Streamline your back-office tasks with our industry leading cloud-based solutions. Our intuitive and integrated platform automates contract administration, COI compliance, procurement, invoicing, and more. Streamline and automate insurance compliance with our industry-leading COI management platform. Our cloud-based solutions take the hassle out of risk management, so you can be confident in your protection. COI compliance has never been easier. Streamline both client and subcontractor contracts. Keep your documents in one place, accessible anywhere. Easily log change orders, simplify tracking changes, and automate the signature process. We use state-of-the-art Machine Learning and AI algorithms to parse through insurance documents so you can say goodbye to manual entry. Take advantage of automated communications with subcontractors, so you never have to deal with long email chains again. Plus, we will automatically notify you when insurance documents are set to expire.Starting Price: $15 -
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Docutrax
Risk Toolbox Inc.
The Docutrax online system for tracking certificates of insurance and documents is designed to successfully address best-practices risk management objectives. The system facilitates much of the repetitive, time-consuming and error-prone processes for obtaining and tracking COIs and other documents. Docutrax has been consistently proven to obtain higher rates of insurance coverage compliance at lower expense while providing previously unavailable business process efficiencies. Its highly flexible interface adapts to any business organizational requirement. Customized vendor/broker notifications and pushed email alerts to designated personnel automatically communicate with all related parties. Our professionally licensed insurance and support personnel ensure informed customer service to our client, its insureds (tenants, vendors, suuppliers, contractors, franchisees, etc.) and their insurance agents.Starting Price: $4,500 per year -
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Asuretify
Asuretify
Imagine if you no longer had to pour over COIs to verify insurance compliance. Asuretify’s AI technology extracts the most important data from COIs, policy documents, endorsements, and more to give you the complete picture. Say goodbye to spreadsheets and manual reviews, say hello to automation and your personal AI assistant. Asuretify powered by Injala leverages advanced artificial intelligence to relieve your insurance verification burden. With Asuretify’s AI technology, you can read and review entire policy documents in a matter of minutes. Whether your trade partners provide just a COI or the complete policy, our AI delivers the details that matter so you can complete verification in a snap and move on to more meaningful tasks. Imagine never having to ask your trade partners for their insurance documents again. Asuretify makes it easy to invite your trade partners to pop in and upload their documents in no time.Starting Price: $1 per month -
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HoundDog
HoundDog
HoundDog automates the entire certificate of insurance collection and verification process. Easily get the other compliance documents you need, as well, as W9s, MSAs, subcontractor agreements, and more. Using internal staff to chase down and verify COIs and compliance paperwork is a very inefficient use of an employee's time. HoundDog's tech can automate it all at a fraction of the cost. HoundDog uses AI and machine learning to seamlessly capture your document needs. Collecting COI renewals on time often gets missed, which increases the risk to the organization. It's estimated that over 25% of all businesses are uninsured. This is a problem you want to avoid. HoundDog automatically fetches renewals and can reveal coverage gaps instantaneously. HoundDog's automation collects COIs and other documents from your contractors, and vendors (and often directly from insurance agents). Our software uses AI & machine learning to read the data and verify it against your requirements. -
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C2COI
C2COI
C2COI is a user-friendly, cloud-based certificate of insurance management and tracking system. Manage your COIs confidently and help ensure insurance coverage continuity among professionals. Our dashboard allows you to view all of your business partners' important COI information at a glance. Search for all your partner policies either by date or policy type and access a list of all partner certificates and expiration dates. Remain audit-ready at all times. C2COI tracks all of your partners' policies and will notify you and your business partners when policies are coming up on their expiration date. C2COI manages and tracks certificates of insurance across multiple industries; from contractors to property managers, insurance agents, and risk compliance managers. Automating certificate of insurance tracking saves time and money. Staff and management time and cost savings especially during annual policy audits. -
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illumend
illumend
Illumend is an AI-powered insurance compliance management tool that automates and simplifies third-party certificate of insurance tracking, contract requirement extraction, and risk visibility so teams spend less time on manual processes and more on strategic work. It uses its built-in AI assistant, Lumie, to read contracts, extract insurance obligations, request and review COIs, verify coverage against requirements, and flag compliance gaps in real time, replacing spreadsheets, inbox chasing, and slow manual reviews. Lumie also guides third-party partners through uploading documents with plain-language instructions and manages renewals and reminders automatically, so nothing is missed or expires. Compliance status and risk insights are visible instantly across all partners, helping organizations identify gaps, prioritize issues, and maintain audit-ready records without specialized insurance expertise. -
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1Fort
1Fort
1Fort is the first commercial insurance marketplace that combines best-in-class coverage with proactive risk solutions to help drive insurance premium savings for clients. Streamline your insurance management in one place, equipped with tools to identify and mitigate risks, alongside expert resources and guidance for achieving compliance. 1Fort automates the process to get and maintain commercial insurance, enabling businesses to save time, unlock savings, and reduce risk. Powerful risk prevention software to reduce premiums & expenses. Leading insurance coverage combined with AI-powered risk mitigation software. Get protected in minutes and put risk management on auto-pilot. -
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Billy
Billy
Billy is your one-stop shop for all insurance and compliance needs, designed to streamline and simplify your workflows. Pre-qualify subcontractors with ease and automatically track critical contract documents such as Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. With seamless integrations into platforms like Procore, Autodesk, Sage 300, and JD Edwards, Billy ensures compliance data flows directly into your project and accounting systems, eliminating double data entry and minimizing errors. Our platform supports document management, real-time compliance tracking, automated reminders for expiring documents, and proactive alerts to reduce risks and improve efficiency. Billy’s AI-powered solutions and insurance wallet integration connect contractors, brokers, and carriers, delivering frictionless workflows that help businesses stay compliant, win more jobs, and get paid faster.Starting Price: Annual Subscription -
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Shift Compliance Risk
Shift Technology
Shift Technology’s Compliance Risk solution helps insurers meet AML, KYC, and other regulatory obligations with AI-powered automation. By replacing manual checks with predictive AI, it accelerates sanction screening, UBO verification, and adverse media searches. The platform reduces false positives with advanced entity resolution and data cleansing, making compliance more accurate and efficient. With the ability to identify fraud networks and bad actors in real time, insurers can protect themselves from costly fines and reputational damage. Compliance teams also benefit from increased coverage while freeing staff from repetitive, time-intensive tasks. Trusted by over 115 insurers worldwide, Shift supports compliance officers, IT leaders, and investigation teams in managing financial crime risk effectively. -
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CertAdvisor
Recordables
For nearly three decades, Recordables has been providing software to a wide array of employers to automate their claims filing, tracking and reporting. Managing compliance of incoming Certificates of Insurance is made easy with CertAdvisor from Recordables. Our software stores insurance certificates electronically, reports any deficiencies, and notifies your vendors of their deficiency with automated emails and/or letters. Managing thousands of certificates is no longer the cumbersome and arduous task it used to be. Reminders for certificates nearing expiration, track multiple insurance types, unlimited vendor levels (different requirements for each vendor type), track limits of liability compliance, automation of form letters and/or emails, notify internal departments of vendor deficiencies, vendor notification log, electronically store certificates and other documents, notes with spell check feature, multiple standard reports. -
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TrackSurePro
TrackSurePro
Maintaining compliance and managing risks can be challenging without the right tools. Enter TrackSurePro’s innovative COI tracking software, your ultimate certificate of insurance tracking solution. Our cutting-edge solution transforms the complex task of COI management into a streamlined, worry-free process. COI tracking, or certificate of insurance tracking, involves managing and monitoring certificates of insurance to ensure they are up-to-date and compliant with your business requirements. In today’s complex business environment, effective COI tracking is not just a best practice—it’s a necessity. By implementing a robust COI tracking system, you safeguard your business against potential liabilities, ensure regulatory compliance, and streamline your operations for greater efficiency and peace of mind. By implementing an effective COI tracking system, businesses can mitigate risks, ensuring they stay protected, compliant, and operationally efficient. -
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InsureMO
eBaoTech
InsureMO (Insurance Middle Office) is an insurance middleware platform for insurers, brokers, agents, channels, InsurTechs and start-ups; enabling use cases for any product and channel. InsureMO is the chip powering the insurance industry ecosystem allowing insurers to create products faster, solution providers to include their innovations and distributors to create insurance apps to on-sell products to customers. Don’t reinvent the wheel. Find the most popular products in your region, customize and go to market without having to define your product from scratch. Customize and maintain your products using our state-of-the-art insurance product design tools. Access hundreds of services to support any insurance policy lifecycle. From life, general, and health-specific functionality to sophisticated policy servicing APIs. Use our service orchestration tools to build and run your insurance applications just the way you want. -
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RiskPartner
RiskPartner
A powerful, yet easy-to-use, web-based software solution that manages the tracking of incoming certificates of insurance. It offers a centralized view of incoming certificates, compliance, and risk reporting for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. Effortlessly manage your certificates of insurance with our user-friendly web-based solution, ensuring a comprehensive approach that not only saves time and money but also streamlines the entire insurance management process. Empower your team with our user-friendly solution, providing a self-service platform that allows easy and efficient control over your COI processes. Employ our advanced rules-based automation engine for easier communication with your vendors, suppliers, tenants, subcontractors, and franchisees. The solution provides access to a central repository for certificates, requirements, vendors, and other relevant information along with real-time access to critical compliance data. -
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COI Pro
COI Pro
COI Pro is a leading provider of certificate of insurance tracking software that streamlines the process of collecting, verifying, and managing COIs. COI Pro is a leading provider of COI tracking software that streamlines the process of collecting, verifying, and managing certificates of insurance. Organizations rely on COI Pro to effectively mitigate risk across their supply chain, while reducing the administrative burden of document management. COI Pro works with small businesses, mid-size organizations, and large corporations that utilize suppliers, contractors or vendors to run their business. Streamline your insurance certificate tracking with efficient software solutions. COI Pro will migrate all your documents within 72 hours after an agreement is completed. For new certs, we offer user-friendly upload capabilities, including easy-to-use templates. Unique COI requirements can be set up and managed at the division or business unit level. -
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Bunker
Bunker
On-Demand Insurance and Compliance Verification Platform. Protecting The Enterprise. Powering The On-Demand Workforce. Outsource Your Insurance Compliance Headaches to the Experts. We've dedicated the past three years to creating one-of-a-kind insurance enterprise solutions. Whether you’re a gig economy platform, a Fortune 500 company leveraging contingent workers, or a general contractor managing subcontractors - Bunker ensures that your independent workforce is instantly insured and 100% compliant.Starting Price: $299 per month -
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Agenzee
Agenzee
Agenzee is a cloud-based insurance licensing, appointment, and compliance management platform designed to automate and simplify the complex regulatory processes faced by insurance organizations and individual producers in the United States by providing a unified dashboard, real-time tracking, and intelligent alerts for license renewals and carrier appointments so teams never miss deadlines or fall out of compliance. It centralizes workflows that traditionally rely on spreadsheets or disparate tools, offering automated license applications and renewals, direct integration with the National Insurance Producer Registry (NIPR) for daily synchronization of data accuracy, and the ability for carriers to submit new or termination appointment requests directly through the system. Agenzee enhances visibility with interactive dashboards and customizable widgets that provide insights into compliance status, open tasks, and regulatory actions.Starting Price: $20 per month -
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Sircon
Vertafore
Sircon helps you save money, reduce compliance risk, and accelerate time-to-revenue by getting and keeping agents / advisors authorized to sell. Insurance is all about relationships, and compliance is no exception. Sircon connects all of the compliance stakeholders together so that everyone knows who is authorized to sell. Insurance is all about relationships, and compliance is no exception. Sircon connects all of the compliance stakeholders together so that everyone knows who is authorized to sell. You don't have time to worry about your insurance licenses. Sircon makes it quick and easy to apply for and renew your licenses in all 50 states. With a premium Sircon account, you can view your up-to-date license information and get automatic email reminders so your licenses never expire.Starting Price: $2.50 per month -
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Inovalon Insurance Discovery
Inovalon
Insurance Discovery reduces uncompensated care and underpayments by identifying active billable coverage previously unknown to the provider. Using sophisticated search capabilities, this solution identifies if patients have multiple active payers to help boost reimbursement opportunities. Prevent reimbursement delays and increase the speed of revenue capture by sending claims to the right payers on the first submission, enabled by more accurate coverage information. Run Insurance Discovery with verified patient demographic data to get accurate coverage and eligibility information. Replace manual insurance discovery methods with one quick, comprehensive search that inquires numerous databases in seconds to deliver detailed, accurate coverage information. Improve the patient/resident experience and estimate accurate out-of-pocket costs to improve their financial experience. -
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AdInsure
Adacta
AdInsure is a line-of-business agnostic insurance platform helping insurers keep pace with industry changes. It allows Adacta, partners, and insurers’ IT teams to build LoB-specific solutions across the insurance value chain—from product design and sales to claims and reinsurance. It supports all insurance teams, helping them work smarter and launch faster, delivers modern CX, and connects insurers with emerging tech, service providers, and partners. Built on best practices, AdInsure powers award-winning solutions: • AdInsure Non-life • AdInsure Life • AdInsure Commercial • AdInsure for Brokers Features for business teams: • AdInsure PAS • AdInsure Claims • Billing and Collections • Digital tools (agent portals) • Integrated Data Analytics Capabilities for IT & operations: • No-code/low-code compliant architecture • Modern integration framework with out-of-the-box API • AdInsure Studio (for product design, testing, and distribution) • Cloud support -
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JAVLN
JAVLN
JAVLN intelligent insurance software. Innovative technology to transform your business. The complete insurance solution. Policy Lifecycle. Powerful administrative hub including end to end full policy management, document and claims management. Automation. Automated personalized quotes, renewals, payment reminders with SMS/Email & CRM capabilities. Time Savings. Reduction in repetitive data entry, with allocated workflows and task management for increased productivity. Client Portal. Allow 24/7 online access for clients to their account, claims and policy information improving the customer experience. Real Time Data. Quality data insights, integrated insurance accounting and receipting. Quote Online. Provides clients and prospects the ability to quote, compare and buy insurance online 24/7. Multi Insurer. Multi-insurer quote and bind capabilities producing comparison documents for customer consideration. SaaS Solution. Cloud hosted software that can be accessed anytime -
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AgentSync
AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems. -
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At-Bay
At-Bay
At-Bay’s cyber insurance policies provide robust first and third-party coverage on both primary and excess lines. Our policies are enhanced with active risk monitoring services at no additional cost and supported by our in-house claims team. Quickly determine your client's financial exposure to cyber-attacks with our cyber risk calculators. Insights and learnings to empower brokers to be an expert on cyber. At-Bay offers both direct and contingent system failure coverage to the full limit of insurance by default, regardless of whether you send submissions online or through email. Direct and contingent coverage for business interruption and system failure. Social engineering & invoice manipulation coverage is available for all classes of business, Full limits are offered for cryptojacking and bricking coverage. Broad cyber extortion coverage including payment of cryptocurrencies. Reputational harm coverage including PR costs as a result of adverse publications. -
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Msg Life
Msg Life
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. -
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Rhoads
Rhoads
Rhoads knows overcoming compliance complexities is essential to keep producers selling and keeping your business moving. Our software solutions and add-on services empower carriers, brokers, and agencies to streamline and automate your most demanding and difficult work. Top-performing carriers and brokers-from organizations with 100,000+ producers to those with only a few-trust our software solution to boost efficiency, lower costs, reduce compliance risk, and drive revenue. Resolves producer compliance concerns. Provides intuitive and seamless data access that can empower your enterprise. Offers easy implementation that’s configurable for your needs. Integrates fully with your existing tech stack. Automates 99% of licensing and appointment compliance in every state. Rhoads is a technology transformation company that provides automated compliance systems and services to the insurance industry. Rhoads is the leading provider of insurance compliance management solutions. -
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Origami Risk
Origami Risk
Origami Risk provides integrated SaaS solutions designed to help organizations—insured corporate and public entities, brokers and risk consultants, insurers, third party claims administrators (TPAs), risk pools, and more, transform their approach to managing critical workflows, leveraging analytics, and engaging with stakeholders. Origami Risk is a 5-time Business Insurance Innovation Award Winner, and we've kept that title because we collaborate closely with our clients to develop solutions that address real-world challenges they're facing. Since our founding, Origami Risk has aimed to deliver industry-leading, real-world solutions for risk professionals around the globe. Our acceptance of the 2021 European Risk Management Award for Technology Innovation of the Year underlines this continuous effort. Fully-integrated, comprehensive solutions for reducing incidents & hazards. -
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bcs
bcs
Track COIs effortlessly with our top-rated software, trusted by the top companies in the world. Upload a COI to automatically scan and review the document. The bcs extractor scans the COI and shows color-coded results and deficiencies in real-time. When vendors or agents submit COIs they see this live, color-coded feedback so they can fix any discrepancies before the document is sent to you. Manage compliance and streamline vendor onboarding processes with ease. COI tracking is essential but vendor compliance encompasses so much more. bcs is here to help with the whole process. Instantly find pre-qualified vendors in your area with our powerful search feature. View their profile, and see reviews from industry peers. The most sophisticated contract, lease, or loan agreements won’t protect your organization without compliant insurance. Stop hunting down COIs with bcs’s certificate of insurance tracking software.Starting Price: $0.50 per month -
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BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
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Openforce
Openforce
Independent contractor management. Simplified. Onboard, pay, insure and more—less risk, more efficiency. Put contractual, qualification and insurance safeguards in place and streamline clunky processes—all while reinforcing a business-to-business relationship with contractors. Bring your contractor processes together in one place, all fully documented, all in sync. Because demonstrating compliance is a lot easier when you’re not relying on sticky notes and filing cabinets. With Openforce, you not only get an end-to-end platform, you get a strategic partner with two decades of experience who understands your needs, provides guidance, and always has your back. The flexibility of operating your own business is a great thing, but it doesn’t mean you have to go it alone. -
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Rely on our mix of people and processes, and a modular, digital technology platform, to perform the full spectrum of insurance services, from new business acquisition to claims processing. Many insurers face significant costs associated with managing legacy platforms. On the other hand, insurers also need to launch new products quickly, enter new markets fast, reduce compliance risk, and scale to meet changing customer expectations. Our insurance business process services can help at both ends of the spectrum. We provide cost-effective alternatives for closed-block processing, particularly blocks of business running on expensive-to-maintain legacy systems. We can also help insurers reach new markets faster and support new distribution channels, such as digital, more effectively. Whatever your desired outcome, DXC has the expertise and experience to support your company’s growth initiatives and help you achieve new efficiency levels.
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Addactis
Addactis
Addactis offers a unified SaaS platform for actuarial risk management that supports both regulatory compliance and financial/profitability management in life and non-life insurance. It delivers cloud-based, scalable, secure solutions built around four core pillars; seamless integration, efficient workflows, advanced analytics & data, and AI integration. It includes embedded business applications such as IFRS 17, enabling accurate contract monitoring and profitability tracking; reserving, using best practice methodologies to simplify and optimize reserving processes; capital modeling, supporting compliance with Solvency II and other regulatory frameworks (e.g., RBC, SST); and pricing, streamlined end-to-end from technical premium to rating, enabling data-driven precision and improved profitability strategy. Drawing on over 30 years of experience, consulting projects, and R&D in insurance, the platform embeds advanced methods, practices, and actuarial expertise. -
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Renewalbook
Renewalbook
You provide your clients with competitive coverage needs. And we help make shopping and renewing clients less burdensome. Accelerate your marketing submission process by shopping commercial clients to multiple carriers at one time. Shop commercial clients to all or the preferred carriers at one time without crafting any emails. Eliminate responding to duplicate underwriter inquiries by addressing all similar questions at one time within our shared platform. No more digging in your email inbox and responding to each underwriter's inquiry individually. Stay ahead with system-generated notifications that automatically follow up with underwriters. Keep underwriters informed on important renewal deadlines without lifting a finger. Always be the first to market by scheduling submissions in advance. Schedule marketing submissions to be delivered to insurance carriers at the earliest time possible.Starting Price: $500 per month -
40
Daisy Intelligence
Daisy Intelligence
Daisy is an AI software company that delivers explainable Decisions-as-a-Service for retail merchandise planning and insurance risk management. Daisy’s unique autonomous (no code, no infrastructure, no data scientists, no bias) AI system elevates your employees, enabling them to focus on delivering your mission, servicing your customers, and creating shareholder value. In retail, the Daisy system will deliver promotional item selection, dynamic price optimization for regular and promotional prices, improved demand forecasting and inventory allocation, and optimized assortment plans. For insurance clients, the Daisy system detects and avoids fraudulent claims while enabling claims automation, minimizing human intervention in claims processing. Daisy’s solutions deliver verifiable financial results with a minimum net income return on investment of 10X. -
41
Nirvana
Nirvana
We work with private insurance clients to get your therapy sessions covered, every time. Navigating mental health billing and your health insurance plan shouldn’t feel like wandering in the dark. From eligibility to reimbursement, Nirvana makes the insurance process seamless for you and your therapist, so you can save time, headaches, and get paid faster. Instead of spending hours on the phone with insurance trying to figure out what you’re covered for, get a clear understanding of your coverage as soon as you sign up. From eligibility to reimbursement, Nirvana makes the insurance process seamless for you and your client. Seamlessly monitor the lifecycle of your claims with the ability to track submission, processing, and adjudication. Filter between sessions and date ranges to get an in-depth understanding of reimbursement amounts for your sessions.Starting Price: $129 per therapist per month -
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FurtherAI
FurtherAI
FurtherAI is a domain-specific AI workspace designed for commercial insurance operations, automating repetitive tasks across submission intake, underwriting audits, policy comparisons, and claims workflows. It offers an AI Assistant that can read, write, compare, classify, summarize, and reason about insurance documents and data, integrated into modular workflows that mirror insurance processes. The platform is fine-tuned for policy language, underwriting rules, and regulatory norms and supports seamless integration with over 100 enterprise systems. Its architecture is modular and adaptable, whether orchestration of submissions, audits, or policy management, and it combines multiple large language models to maximize task accuracy. FurtherAI also features a human-AI interface to allow collaboration and oversight, ensuring higher precision in sensitive operations. -
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ProMetrix
Verisk Analytics
Verisk is a leading source of information about insurance risk. To serve our clients, we draw upon our vast experience in data management and our expertise in predictive modeling. We analyze data and present information in formats our customers can use. And we develop practical tools that integrate into our customers’ workflow. In the United States and around the world, our products help customers protect people, property, and financial assets. Verisk operates through units that offer risk-assessment services and decision analytics to professionals in many disciplines throughout the insurance industry. -
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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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HSB Cyber Suite
Hartford Steam Boiler
HSB Cyber Suite is a comprehensive cyber insurance program designed to provide protection from a wide range of cyber risks for small to mid-sized enterprises. HSB has extensive experience and expertise in cyber risk and HSB Cyber Suite coverages are designed to keep pace with the evolving cyber risk landscape. HSB Cyber Suite offers a bundle of coverages that provide multiple layers of protection against complex cyber risks. Pays insureds for forensic IT, breach notification, credit monitoring and case management services, legal counsel, PR services, reputational harm, reward payments, regulatory fines and penalties, and PCI assessments, fines and penalties. Third party coverage for suits brought by affected individuals or for judgments brought by states or regulatory agencies. -
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DXC Assure
DXC Technology
DXC Assure, an integrated software solution, helps insurers worldwide support digitally savvy consumers and manage the dual agenda of building the new and tackling the legacy. The right insurance ecosystem enabled by a digital insurance platform can accelerate the consumption of new technology and new data sources to support new products. It also provides an approach to transformation with the flexibility to respond quickly to future change. DXC Technology (NYSE: DXC) helps global companies run their mission-critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services to drive new levels of performance, competitiveness, and customer experience across their IT estates. Learn more about how we deliver excellence for our customers and colleagues at DXC. -
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Brisc AI
Brisc AI
Brisc is an advanced agentic AI insurance software designed to improve productivity, simplify workflows, and support better decisions for insurance teams by automating complex operational tasks within carriers, managing general agents (MGAs), reinsurers, and brokers. Its suite of specialized AI agents acts as digital workers that autonomously execute tasks like reconciling bordereaux with bank statements, extracting and validating submissions and claims data, and triaging submissions based on underwriting criteria while working within existing business rules and workflows. Brisc’s natural language AI interface and command center, Brisc Insights, let users ask questions, access insights instantly, and interact with agents to refine workflows, generate reports, and automate repetitive processes. Built on a secure AI backbone that centralizes data, retains context, and continuously learns, the platform uses specialized tools to read, understand, and act on complex insurance documents. -
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Cluda
Cluda
Cluda is an AI-powered insurance policy analysis, comparison, and renewal automation platform designed to help brokers and insurance professionals streamline their back-office workflows by eliminating manual checks, reducing errors, and speeding up key tasks. It uses intelligent document ingestion to upload and standardize complex policy documents in formats like PDF and Word, automatically extracts key data and clauses using advanced OCR and AI, and generates clear side-by-side policy comparisons that highlight differences in coverage, exclusions, and terms with direct links back to the source documents for verification, reducing the risk of missed changes and compliance issues. Cluda also maps extracted and compared data into branded renewal reports using firm-specific templates, saving hours of manual reporting and enhancing client communications, and it supports an AI-driven assistant for coverage queries and policy insights. -
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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. -
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Marsh ClearSight
Marsh
Marsh ClearSight is one of the industry’s leading providers of risk and insurance management solutions. Marsh ClearSight is one of the industry’s leading providers of risk and insurance management solutions. Our software and services help clients consolidate risk information and manage risk-related claims and events, allowing these organizations to better understand and control their total cost of risk. Marsh ClearSight’s solutions are supported by a global team of more than 500 technology professionals. Our experts develop sophisticated, internet-accessible risk management software, guide clients on data transformation and consolidation efforts, and help them maximize their technology investment through customized software configurations and user training.
