Alternatives to PolicyFlow
Compare PolicyFlow alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to PolicyFlow in 2024. Compare features, ratings, user reviews, pricing, and more from PolicyFlow competitors and alternatives in order to make an informed decision for your business.
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1
Macaw
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
tigerlab
tigerlab
tigerlab positions itself as a leading provider of insurance software solutions and embedded insurance, empowering customers to deploy and adapt applications efficiently. With over a decade of experience, tigerlab focuses on enhancing business value and delivering breakthrough results to clients. Our configurable, API-driven, and intuitive insurance software solution is designed to enable you to deliver a superior end-to-end digital experience to customers and system users. Discover first-hand why our insurance platform is the perfect solution for an end-to-end digital insurance experience. Click the demo button to see the platform in action. -
3
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 -
4
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 -
5
Insly
Insly
Insly provides a fully extensible suite of software solutions that can be combined with your own custom modules to both simplify and completely automate all tasks required to run a successful insurance business. All the parts you need: forms, workflows, rating engine, document template editor, endorsement library, capacity management and so much more. Broker channel support out of the box. APIs expose everything and allow you to create the perfect Direct-to-Consumer experience. Automate cookie cutter cases for new sales and mid-term policy changes and automated renewals. All the premium accounting taken care of. Bordereaux and management reports in one click. Build your own custom reports. Pull in 3rd party data to help your underwriters make better decisions. Integrate with the rest of your tech stack, legacy or modern.Starting Price: $35 per user per month -
6
Go-Insur
Pancentric Digital
GO-INSUR brings digital transformation to the policy admin system to deliver an innovative cloud-based insurance solution that's agile, robust and rapidly scalable. Built by one of the UK's leading digital insurance specialists, whose existing client base includes Marsh, Legal & General, British Friendly and Hiscox. GO-INSUR enables you to rapidly distribute new products and drive policy sales. Revenue growth within insurance is being held back by legacy systems and the cost of new technologies. Go-Insur's cloud-based solution changes that, enabling you to sell new products and expand distribution easier, quicker and more affordably. Our agile delivery and customer-centric design provides Insurers, Brokers, MGAs and start-ups with an intuitive cloud-based insurance platform that empowers speed, flexibility and responsiveness. Get products to market faster, exploit market gaps, expand your distribution, and achieve a greater ROI on policies with Go-Insur. -
7
OWLS
OWLS Software
OWLS Software is an end to end cloud based IT system that is used to administer every process in the insurance lifecycle for both short term and long term insurance products. What sets OWLS™ apart is our attention to detail and desire to continue to push what is possible. Our features are designed to be simple and intuitive for every client and consumer to use. OWLS™ Insurance Software The standard in insurance, functionality, security & feature versatility. Cutting-edge technology for the insurance market that automates, streamlines and improves straight through processing of claims all in one place. Simplify your insurance complexity.Starting Price: $1000.00/month -
8
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. -
9
A1 Tracker
A1 Enterprise
A1 Tracker is presented by the vendor as a robust & configurable risk management software offering either stand-alone or fully-integrated risk management software covering many business segments across an organization. Claims & Incident Management Claims & incident reporting for claims of any type: injuries, medical, commercial, customer, insurance, work comp, asset, auto, liability. Risk Management & Threat Assessment: Risk register for tracking risks at any level in an organization, including by entity, project, asset, contract, vendor, division, business, unit, region, and more. Real-time risk reports & heat maps, dashboard metrics, alerts, & notifications. Contract Management: Contract module for tracking contracts of any type with vendors, employees, customers, and any other parties. Insurance Policies & Certificates: Policies & certificates of insurance tracking with reminders & renewals. For agencies & carriers policy management includes tracking clients.Starting Price: $800/month -
10
Polygonal
City Computers
Polygonal builds upon the strength and rich functionality of earlier versions and combines it with the latest Microsoft VB.Net and Business Intelligence technology to provide a comprehensive solution able to respond efficiently and quickly in the dynamic market of today. Polygonal, a modular, multi-currency, underwriting, policy/claims administration software solution integrated with transactions, reinsurance, accounting, messaging, data warehouse reporting, document management, and workflow modules to provide a full end-to-end business process with tangible results. Polygonal, designed from a business prospective using City Computers specialist team. We have many years' experience working in the insurance market as practitioners as well as solution providers. -
11
TIS
Comtec Global
An integrated general insurance software designed for insurance companies processing all personal and commercial lines of business. All TIS modules draw their information from a single instance database and business rules repository. The application supports the entire spectrum of core insurance-related functions including client administration, underwriting, policy and endorsement generation, claims management, co-insurance/reinsurance handling, billing and collection of payments, cash receipts and disbursements, agency and commission management, production processing and management reports - all combined within a multi-company, multi-currency and multi-lingual system. Reinsurance accounting and automated underwriting systems. Insurance Products Generator and rating tool. Policy Administration. Billing and Collection. Claims management software. Agent commission management. -
12
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 -
13
InsuredHQ
InsuredHQ
InsuredHQ is a mission-critical, cloud-based, insurance infrastructure application that provides complete end-to-end policy, claims, accounts, and document management systems for mid-market insurers, MGA’s (Managing General Agent), and Brokers. Our capabilities allow our customers to rapidly create products and sell policies to service a variety of business lines and has resulted in partnerships with some of the world’s most interesting insurers and channels to market across Australia, NZ, the US, and the greater APAC region. All of this is made possible through the InsuredHQ Core, our insurance administration platform, which makes scalable insurance solutions easy from a single seamless integration. Our stress-free setup process means our partners are quickly ready to go and can leverage an API that’s easy to integrate into any existing purchase path or distribution channel.Starting Price: 1% of premium -
14
Surefyre
Surefyre Systems
Surefyre is the best submission automation platform for modern P&C MGAs, wholesalers, and carriers. Surefyre's flexible no-code configuration allows you automate virtually any line of P&C insurance. From full automation to high-touch underwriting, workflows can match your ideal business process. Configurable web applications with embedded underwriting requirements, right on your site. All the data you need to offer immediate approvals. Maximize the speed, efficiency, and accuracy of your team with automation. Surefyre assigns, informs, tracks, and delivers everything for you. Easily understand how your business is doing with on-the-fly custom reports. Surefyre transforms your data into a valuable asset allowing your entire team to make data driven decisions. Easily integrates with third party systems for carriers, accounting, claims, rating, back end, and custom solutions. You can also leverage virtually any new insuretech and enterprise application through Surefyre's open API. -
15
InsureEdge
Damco Solutions
InsureEdge is an end-to-end Insurance Software designed to help insurance businesses gain maximum value through its comprehensive modules. The highly customizable and configurable solution boasts of the industry’s best insurance processing functionalities. Suitable for multiple lines of insurance businesses, InsureEdge can effectively and efficiently manage and streamline workflows to boost performance, profitability, and accuracy. It supports a variety of everyday operations through back office automation and other modules including customer relationship management, policy administration, claims processing, and more. As a flexible and scalable insurance software, InsureEdge is the key to future proofing your business. -
16
OPUS
OMNIX Software Solutions
As an insurance intermediary, you are probably familiar with the established client administration systems; they offer a wide range of built-in features and functionality, many of which are rarely required by some brokers. Many of these systems have evolved over 30 years and have been adapted, as far as they can be, to handle the 'new technology of the 21st century. The insurance business has changed out of all recognition during that time and the back-office system requirements of most insurance brokers have similarly moved on. Specialist intermediaries, perhaps with broker-to-broker facilities, self-issue delegated underwriting authority - from a system point of view, place enormous demands on the scope and flexibility of a broker's administration system. It was with these types of specialist brokers, MGA's, intermediaries and niche insurers in mind that OPUS was created. OPUS is designed for staff who are familiar with the main web browsers. -
17
BrokerEdge
Damco Solutions
BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to automate and simplify day-to-day workflows like customer database maintenance, lead tracking, policy updating, and more. Apart from modules for automated marketing, lead management, commission tracking, and policy administration, the leading insurance broker software also boasts a cutting-edge customer service portal and mobile application to offer unmatched scalability and flexibility. The capabilities offered by BrokerEdge will not just drive the bottom line but also remove bottlenecks and ensure seamless workflows. -
18
Open GI
Open GI
Whether you’re looking to build and launch new insurance products, improve your operational efficiency or get a clearer view of your clients to improve the customer experience, we’ve got you covered. You can rely on more than 40 years of expertise in the general insurance market, connecting brokers and MGAs with insurers to deliver the most competitive personal and commercial lines available today. You’ll benefit from reliable software that powers your business to bring multiple lines of business to market and scales with you as you grow to meet new demand. You’ll also be supported by a team of experts equipped to tackle your specific challenges, helping you to improve efficiency, increase revenue or reduce operating costs. Throughout dedicated design, build, delivery process and beyond, you’ll be given guidance on how to connect with the market and take advantage of access to an established Partner Network of market-leading insurance service and solution providers. -
19
Phoenix
Anodas Software
The insurance Policy Administration System from Anodas Software Limited. Phoenix is a tailored and scalable software solution for Insurers, Underwriters, Brokers, Managing General Agents (MGAs) and Claims Managers. An adaptable, feature-rich, modular platform to manage all key insurance business processes. Suitable for P & C and General Insurance, Phoenix also supports multiple territories, languages, currencies, taxation and regulatory requirements. Search facilities allow clients, policies or claims to be identified using minimal matching criteria, including pattern and wildcard searches. Search facilities allow clients, policies or claims to be identified using minimal matching criteria, including pattern and wildcard searches. Direct access can be obtained via the client, broker, policy or claim reference. All client details, including lifestyle and marketing information, can be used within the policy rating.Starting Price: $50000.00/one-time -
20
AgencyBloc AMS+
AgencyBloc
AgencyBloc, the #1 Agency Recommended Management Platform, supports life and health insurance agencies with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.Starting Price: $105.00/month -
21
BriteCore
BriteCore
BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility. The BriteCore Platform enables insurers to seamlessly manage policies, billing, and claims; rapidly configure new products; and access comprehensive reporting and analytics—all within a unified core insurance system that includes user-friendly portals for agents and policyholders. Trusted by over 100 insurers across North America, BriteCore’s policy administration system empowers mid-size carriers and fast-growing MGAs to streamline their operations and confidently compete with the industry's largest providers. For more information, visit britecore.com. -
22
bluescape
Total Systems
bluescape is the latest in digital general insurance platforms. It consists of a collection of web services organised into SOA components which can be deployed as a simple quote and buy website or as a full back office policy administration platform. It comes with a broker portal, open API and analytics - all delivered via the Microsoft Stack. Through its configuration managers, bluescape allows our clients to be self sufficient in the configuration of underwriting rules, rating calculations, document donfiguration and product design/deployment. bluescape can be used on premise or hosted in our private cloud and we deliver it for our customers using a fully auditable proven methodology to ensure it delivers on our clients requirements. -
23
AGO Insurance Software
AGO Insurance Software
AGO Insurance Software, Inc. has been a recognized leader in software and services for property and casualty insurance firms, and we have provided proven, cost effective business solutions to insurers of all sizes. Our products include solutions for policy administration, claims processing, accounting, bureau reporting and expert systems. Our software can streamline your operations, making your business more efficient, productive and profitable. Our System is designed in a modular fashion which can be installed as a completely integrated system or separate modules that can be licensed individually. This provides the flexibility of collaboration with existing legacy or third party systems. -
24
Solartis Platform
Solartis
Solartis offers both groundbreaking technology and on-demand administrative services, or a combination of both, to solve your policy administration challenges. Replace cumbersome legacy technology with flexible microservices. Build custom solutions to simplify the process of purchasing and managing insurance. Stop creating workarounds for legacy technology. Adopt agile microservices and dedicate time and effort to innovation. Reduce project risk and expedite development efforts. Select just what you need for your consumer portal, agency system, or full-blown carrier underwriting system. A startup commercial auto insurer needed to issue new business policies while developing their long-term extendable policy administration system. CHIC selected Solartis to provide BPO services to support current business while CHIC and Solartis built out their innovative microservices-based solution. -
25
Digital Payments
One Inc
One Inc offers a single platform built for insurance to process premiums and claims payments. It’s the one solution you need to deliver a frictionless payment experience. Close claims faster and save money on processing checks by paying claims digitally through ClaimsPay®. Increase customer retention, lower operating costs, and reduce security and compliance risk by delivering digital claims payments through payees’ preferred payment channels and methods. Give policyholders the digital payment options they want without getting rid of your existing core systems and processes. Securely capture payment information without storing it on your network. Make reporting and reconciliation fast, easy, and painless. Put money back into your pocket by processing inbound and outbound payments digitally. Gone are the long days of processing paper checks, and manual reporting and reconciliation processes. -
26
LIDP Titanium
LIDP
Titanium is a next generation, comprehensive, client - oriented, new business policy admin system driving digital change, built for ease of implementation, all while minimizing risk. Offering life insurance carriers access to 1000's of configurable products out of the box. Launch individual, group, fixed, variable, traditional and non-traditional life, health, and annuity products in weeks. Titanium is a true end-to-end platform with over 42 years of success. LIDP has a 100% success rate in implementation and conversion projects. The company is privately held allowing for the focus to be strictly on the customer and building the best solutions for their needs while taking advantage of the most modern technology available. Thus futureproofing carriers core solution for years to come. -
27
BrokerEngage
Benefitalign
Avoid double re-directs - Experience a streamlined enrollment experience on a single platform while completing Special Enrollment Period (SEP) verifications, complex eligibility situations and reporting life changes, without visiting ‘healthcare.gov’. Efficient APIs - Application-programming Interfaces (APIs) in our EDE platform transfer data between the Federally-Facilitated Exchange for faster submissions, eligibility checks and renewals. APIs quickly calculate the appropriate cost sharing reductions and premium tax credits. Medigap Filters - This Medicare feature is designed to meet regulations. You can now quote, compare and add the optional riders for Medigap plans in BrokerEngage, without scouting through carrier portals. Healthcare Providers & Drugs - Find plans for your clients that include the prescription drugs & healthcare providers they need. -
28
ISMIS
Cover.Net
ISMIS delivers market-leading functionality, out-of-the-box, with the agility to adapt and add enhanced features. Our UK based expert Chartered Insurance Institute and Microsoft qualified Insurance Technologists are here to advise and support you from planning right through to implementation and ongoing support. Designed for MGAs and insurers, our fully hosted, web-based platform ISMIS has been built with scalability in mind enabling incredible speed-to-market. With ISMIS you can sell and administer your products through your broker network, directly to the client or via integration with aggregators and comparative broker platforms. Full point-of-sale functionality to quote, transact and produce high quality PDF policy documentation for new business, mid-term adjustments, cancellations and renewals across a range of product types and business lines. -
29
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. -
30
Ignite
Ignite Software Systems
Ignite Broker, our flagship system, provides end-to-end policy management, from quote & buy online to a full customer self-service portal, from niche bordereaux schemes to full-cycle EDI. We are unique in being entirely cloud-based and in using a single shared code base: so all our clients get upgrades every month. No more insurance legacy systems. Upgrading systems can often seem a daunting prospect. A valid concern is data migration, and the time and risk associated with it. Ignite has completed successful data migrations from SSP, CDL, OpenGI, TGSL, and other insurance broking legacy systems. Our experience in this field makes the process streamlined and presents a useful opportunity to cleanse and re-engage with your data. We work best as a team in a friendly, flexible, inclusive environment. We’re honest and professional, we go out of our way to create a happy environment, and we never let people down. -
31
IMPACT Insure
RiskFree
IMPACT Insure is the next generation of risk insurance and back office software for the insurance sector. Whether you are a small MGA or a large Insurer, we have a solution which can be tailored further to meet all of your business needs. This means in many cases you could have a much more automated system. IMPACT is designed for risk insurers, general insurers, insurance brokers, Syndicates and MGA’s. The flexibility of the system means we can support any type of business including marine, aviation, buildings, life, motor, medical, general, pet, re-insurance and more. Clients range from large established multinational insurers to small or medium organizations who are looking for the right software to help them expand and grow. IMPACT allows complete customer management and multiple policies for different business types. It can also handle claims and has a full paperless office document generation and management system built-in. -
32
SSG Digital
iPipeline
Innovator, connector and leader for the insurance industry. We have the most extensive straight-through processing platform within the UK. Explore how our digital platform addresses your business needs. Business transformation powered by increased agility and a digital end-to-end experience. Improved productivity fueled by adviser and consumer self-service capabilities. Higher customer lifetime value through proactive ongoing engagement with customers. Customer and Adviser Portals – users access policy documentation and update personal and policy details and features digitally, in real time. Components cover every facet of the user experience including full reinsurance reporting, external portal integration, and automated and clerical underwriting. Flexible deployment – from full end-to-end SSG Digital platform deployment, to discrete integrated individual components (e.g. underwriting only, New Business only). -
33
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. -
34
Sibro
Sibro
SIbro insurance broker software helps you to organize and track every stage of a policy; from prospects management and renewal follow-ups, preparation of RFQs and quote comparison sheets, to collecting payments, delivering policies to customers in order, endorsements, and more. Sibro's insurance claims management module not only helps you track, but also automates and eases your entire in-house claims management. Sibro suggests the documents required for a claim. It can fetch real time claim updates via TPA integration. They aid you in ways you have never thought about. Sibro's accounts module systematically corrects mistakes and ensures insurance broker's due receivables. It helps you track every receivable invoice and their reconciliation. It also exposes cases where we missed receiving brokerage. Sibro also eases your IRDAI compliance process significantly.Starting Price: $4500.00/one-time/user -
35
Proformex
Proformex
User-friendly technology that helps you simplify post-sale servicing. A single, secure system of record and reporting for your life insurance and annuities data. -
36
AUSIS
Artivatic.ai
AUSIS – Full-stack Behavioral Underwriting AUSIS enables insurance businesses to provide in-depth underwriting, scoring & decisions in real-time. AUSIS provides reduction in cost, time, risk & fraud with enhancing efficiency, decision power, alternative scoring and more. AUSIS helps increasing STP from NSTP and also enables non-invasive methods of health data aggregation from AQI, Location, Mortality, Social, Photo, Video, Health Devices, Weather, Sanitation and more. AUSIS reduces up to 40% reduction in per policy issuance.Starting Price: $10/month/user -
37
Quotall
Quotall
Quotall empowers insurance distributors with unique e-trading capabilities, supported by expert insurance consultancy services. Quotall is a next-generation, specialist software house. We provide a sophisticated, global e-trading capability, built with 21st-century technology, which integrates with the latest digital applications and services. Our clients can access markets faster, achieve new levels of cost efficiency and profitability, and deliver the full cycle, self-service, multi-channel user experience that today’s consumers expect. We support our clients in getting the best from our software with market-specific marketing and sales consultancy to assist with digital transformation and promotional activity. -
38
Canary AMS
TechCanary
TechCanary is a premier technology company that offers cutting-edge software solutions for brokerages, insurance agencies, and agents. With TechCanary's core product, the Canary AMS, the company aims to provide an analytics-driven, cloud-based agency management system (AMS) that maximizes agent productivity and improves customer service. Built 100% natively in Salesforce, this number one insurance solution helps brokerages and agencies successfully manage their policies and meet all their sales and service needs.Starting Price: $100.00/month/user -
39
TIA
Sapiens
The only response is agility. The Tia Solution is built to meet the ever-changing needs of major league, mid-sized and niche insurers who want to bundle and market services for more efficient customer engagement. Standardization and automation. Think: machine learning and AI. And think: Software-as-a-Service, IoT, open source and REST APIs. Our digital ecosystem empowers you to cover every link of every insurance value chain – and lets you cherry-pick the modules you need to connect efficiently with users. More than 20 years of developing insurance software has taught us that the only constant is change. Consequently, we create software that makes it easier for insurers all over the world to rapidly target user needs, not just system requirements. True to our Scandinavian heritage, we listen before we launch and turn our meticulous attention to detail into new design standards. Creating the future of insurance in close collaboration with peers, partners and customers.Starting Price: $500000.00/one-time -
40
ForeSight
Insurance Technologies
Leverage the robust features of ForeSight® to maximize distribution strategies and automate the illustration sales process for greater business efficiencies, agility and increased speed to market. ForeSight® provides carriers advanced features including robust rules, pre-built sales tools and unique system customization to quickly promote products to distribution. Deliver a dynamic and guided illustration sales process, making the complex simple for your sales force so they can deliver products and solutions faster and with more confidence. Deliver anytime access to customized, accurate and compliant sales presentations for all lines of business from one sales illustration system. With ForeSight your sales force can quickly run, compare and illustrate life, annuity, disability, long-term care, critical illness and structured settlement solutions to solve their clients’ insurance and retirement goals. -
41
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. -
42
Mutual Expert
ECCA
Expert simplifies things for your agents while keeping you connected to your insureds. This makes Expert a key asset for your company, helping you retain and grow your business. Go Grellow for your company by switching to [dot] Expert, a flexible yet easy-to-use system that enables you to manage all aspects of a policy’s lifecycle. Gain complete control and flexibility over your policy rating, underwriting and management. Streamlines your routine process while reducing your operational costs through automation and batch processing. Take advantage of a comprehensive report library that displays the data you need from all aspects of your business. Improve your customer satisfaction with faster claims processing and easier access for both agents and insureds. -
43
WaterStreet System
WaterStreet Company
WaterStreet’s P&C insurance platform and policy administration services help your company do more. The WaterStreet services suite offers insurance business process outsourcing & extends a high-quality customer experience with sophisticated technology and processes. Better visibility and engagement with policyholders will better enable your agents to identify cross-selling opportunities and proactively assist customers when they need you most. Process automation and real-time document and data access ensure fast and deliver timely and accurate data for accountability and visibility. The WaterStreet P&C Insurance Suite pulls together all your data and processes eliminating the need to maintain multiple software systems for your business. Perfect example of great customer service between client and agent and agent to insurance company! -
44
FINEOS
FINEOS
The FINEOS Platform provides clients the only complete end-to-end SaaS core product suite that includes FINEOS AdminSuite enabling quote to claim administration as well as add-on products, FINEOS Engage to support digital engagement and FINEOS Insight for analytics and reporting. The foundation of your digital insurance strategy. The FINEOS Platform seamlessly blends FINEOS AdminSuite + FINEOS Engage + FINEOS Insight + Platform Capabilities to create the most modern single core insurance platform for Life, Accident and Health. Legacy core systems utilized a ‘one size fits all’ business technology approach that no longer fits the needs of an agile business. Today, consumers, employers and brokers have access to powerful SaaS computing platforms and software tools that set a much higher bar for an insurer’s digital strategy. Monolithic insurance software models of the past focused solely on details of the insurance contract. -
45
LIFEfit
FIT
Flexible, parameter-driven product setup, policy design, underwriting, servicing and claims handling - requires no IT programming. Supports unit-linked and traditional product lines, both individual and group business, for full policy lifecycle from quotation to claim. Automated payment (direct credit, telegraphic transfer or cheque print) for claims and commission, with authorization limits. Double-entry ledger for all financial transactions (including detailed margin analysis), with standard automated interface to corporate ledgers. Multi-language, including Arabic, by user/client preference, for both input screens and outgoing correspondence including e-mail. Client/broker self-servicing over internet, including straight through processing for new business. Workflow with RAG-rated individual operator "to do" lists, and extensive monitoring. -
46
CIGMA
Artemis Solutions
There are two big problems with common insurance software. Firstly, ‘off-the-shelf’ solutions often don’t do what you need them to do. Alternatively, bespoke systems can be lengthy and expensive to develop. CIGMA is a modular, cloud-based insurance software system which allows us to create a solution perfect for your business requirements in a rapid timeframe, using your own branding and internal processes. Developed with the insurance and financial industries in mind, CIGMA has a standardised way of interacting with both clients and users, meaning you’ll never have to worry about regulatory compliance issues again. All sales teams, brokers, underwriters and management can log in either from a website or a mobile device and check, approve or monitor client records and quotes. All changes to each client record are fully recorded and tracked. Online quote and application forms can be created exactly to your specifications and changed over time as your business grows. -
47
Vertafore AIM
Vertafore
Specialized and hard-to-write risks are the foundation of any MGA, MGU, or wholesale broker’s business. Designed specifically for Managing General Agents and Managing General Underwriters, AIM centralizes your underwriting, accounting, and claims operations for a more efficient and profitable insurance business. AIM brings an intuitive solution to unique processes and transactions, functionality that eliminates duplicate data entry, real-time reporting capabilities, and integrations with industry partners. Spend less time on operations with the ability to clear, quote, bind, and invoice from a single system. Verify that invoicing, taxes, and fees are correct—so you know what commissions to expect. Simplify operations with the ability to create, track, and pay claims while monitoring for fraud. -
48
U-PAS
Unplugg Group
We pride ourselves in designing cost effective, custom built software solutions, tailored to your business practices and management needs through combining innovation with best-of-breed software solutions. We take your problems and turn it into a solution. At Unplugg IT Solutions our primary objective is to cater for the needs of the various participants in the burial industry; whether it is Funeral Parlour, Broker, Administrator or Underwriter. We develop the best policy administration software. This core system is enhanced with a range of integrated workflow, electronic document all designed to work smart, faster and with clarity. Our team of highly experienced developers and business consultants work hand in hand to provide our clients with the best possible solutions through a large range of platforms. With market-leading suite of integration solutions, Unplugg IT works closely with our clients to better understand their needs to help companies unify information. -
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Prima XL
Prima Solutions
The cloud-based, powerful and intuitive Prima XL (formerly WebXL) is a reinsurance software that collects, centralizes, and analyzes all data for insurers, reinsurers, and brokers. Prima XL tracks all the information related to your reinsurance policies (treaties and facultative policies, claims, incidents, accounting data, technical data, auxiliary data, financial data, and more). You can manage all of your policies, from their underwriting to their switch and renewals. Prima XL is a flexible solution tailored to international organizations using multiple currencies and multiple GAAP requirements. With Prima XL, all of your reinsurance policies are in one place within the platform for greater visibility and security in your data processing. Prima XL handles all types of contracts, including treaties, facultative reinsurance, proportional and non-proportional contracts, excess loss, stop loss, quota share, and more. -
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Broksy
Broksy
Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time! Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage. All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze. While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales.