Alternatives to Ptally
Compare Ptally alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Ptally in 2026. Compare features, ratings, user reviews, pricing, and more from Ptally competitors and alternatives in order to make an informed decision for your business.
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1
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
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. -
5
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 -
6
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 -
7
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 -
8
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 -
9
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. -
10
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. -
11
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. -
12
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 -
13
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. -
14
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. -
15
NetRate Commercial Lines Rating
NetRate Systems
You never need to worry about the accuracy of your rates through the complete policy lifecycle. Write new business and handle audits, renewals, cancellations, reinstates and endorsements, even out-of-sequence endorsements. Rapid, accurate deployment of rates for Commercial Auto, General Liability, Property, Inland Marine, Crime, Cyber Liability, and Workers’ Compensation. Hosted in the industry-trusted Microsoft Azure cloud, with 99% up time, data protection and unparalleled performance. You no longer need to worry about hardware, uptime or data security – you can focus on writing new business. ISO® makes hundreds of changes to its insurance programs per year. Our team keeps the content libraries up to date. Whether all the states in your program are ISO current, use past editions, or mixed, we’ll keep your programs correctly set to the ISO editions you specify. With an intuitive user interface, even the most inexperienced users can enter a quote and generate a proposal. -
16
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. -
17
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. -
18
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. -
19
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. -
20
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. -
21
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. -
22
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. -
23
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. -
24
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. -
25
Premium Finance Manager
Apropos Business Solutions
Apropos Business Solutions, Inc. offers standard products, custom database development, custom web-enabled applications, website design, and web hosting. Standard products include Premium Finance Manager and Agent Quote Module for insurance premium finance companies. We provide custom database applications based on Microsoft Access or SQL Server. Web site designs can be interactive sites supporting electronic commerce with integration to your company’s database. Web hosting is provided to our customers in order to provide a complete solution to our customers, design, implementation, web hosting and of course long-term support. When you purchase Premium Finance Manager you get great software at a good price, but you need more. You need great service! Apropos provides the service you need, installation, setup, training, and ongoing support. OK, so you get the software and services, but you still need more. You need a guarantee! -
26
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. -
27
RiskVille
RiskVille
RiskVille is a cloud insurance platform for MGAs, brokers, carriers and service providers such as claims handlers and captive managers, serving clients in Europe and North America. One system covers CRM, quoting, underwriting, policy administration, claims, billing and reporting. Build a quoting engine per product in Excel, issue branded policies in one click, and invoice automatically at binding. Brokers compare carrier quotes with RFQ, claims teams use AI-assisted reserving, and scheduled reports include full BDX. Built-in email, document handling, time tracking and a client portal with permission control keep everything in one place. Hosted on Microsoft Azure, GDPR compliant and audited by Grant Thornton, with full audit trails. Integrates with e-conomic, Microsoft Business Central and QuickBooks. Configure products, workflows and templates without developers. Built on 20+ years of insurance experience, implemented in days, with a user-based license and no hidden costs.Starting Price: €900 per month -
28
DRC RS X
Decision Research
DRC’s RS X powers our full insurance platform for personal, commercial and specialty lines. Discover how our easily configurable toolkit helps you bring insurance products to market, faster. Whether you’re a business leader, an actuary or an IT professional, DRC technology delivers a fundamental advantage to drive you further, faster. Adopting cloud-optimized solutions like the DRC Insurance Platform takes E&S product owners one step closer to comprehensive data storage, with greatly accuracy and improved operational efficiencies. We accelerate the ability of MGAs to do more with less and deliver exceptional value to their customers. DRC allows actuaries to model complex products quickly, using familiar tools that are delivered as enterprise services. Eliminate the IT and Vendor resource availability conversation and empower your actuarial team to be as creative as needed. -
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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. -
30
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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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. -
32
Gradient AI
Gradient AI
Gradient AI is a leading provider of proven artificial intelligence solutions for the insurance industry. Our solutions improve loss ratios and profitability by predicting underwriting and claim risks with greater accuracy, as well as reducing quote turnaround times and claim expenses through intelligent automation. AI solutions for the insurance industry built on key differentiators that enable your organization to grow profitably. Look through the lens of Gradient AI to see a new picture of risk and probability, a picture that grows sharper the more it learns. A more complete and in-depth picture of risk providing enhanced underwriting capabilities. Price policies more accurately and with deeper insights, to compete more effectively and win more business while improving loss ratios. Accelerate expansion into a new geography, new line of business, or a new industry sector, leveraging data to gain a deeper understanding of risk in new markets. -
33
i-underwrite
Intelligent Life Technologies Limited
I-underwrite delivers world class auto-underwriting. We offer a comprehensive set of software modules capable of delivering a full, end-to-end insurance sales process online, including needs analysis and quote, e-application, auto-underwriting, digital signature, up-sell or cross sell, offer and acceptance, payment processing, policy issue, reporting and data analytics. Auto-underwriting software The cornerstone of our digital insurance software is our auto-underwriting rules engine. Underwriting rules can be quickly and easily configured to auto-decision life, critical illness, disability, income protection and medical products to meet the specific needs and underwriting philosophy of any insurer. The rules engine is available as a ‘self-contained’ module, which can be integrated into an insurer's hosted environment or provided on a Software - as a Service model. Plug into the i-underwrite U/W engine using any electronic distribution system. -
34
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 -
35
IntellectAI
Intellect Design Arena
IntellectAI is cloud-based insurance software for commercial and specialty carriers, managing general agents, brokers and other insurance distribution teams. Its Underwriting Ecosystem brings together submission intake, risk data, underwriting decision support, document handling and related workflows; its Distribution Ecosystem supports broker and wholesaler processes from receiving submissions through placement and policy-document review. The portfolio includes Magic Submission for submission ingestion and triage, Risk Analyst for data enrichment and risk insights, Xponent workbenches for underwriting and distribution, and Magic Placement for comparing insurance documents. Organizations can adopt modules and configure workflows for their business lines. The software supports cloud deployment and can connect with existing insurance and data environments. -
36
Swallow
Swallow
Swallow is an all-in-one financial pricing platform that accelerates the transformation of Excel-based pricing models into APIs, enabling users to build, test, and deploy models through a user-friendly, no-code interface. The platform offers a drag-and-drop canvas for creating and managing pricing models, allowing for instant publishing and the processing of millions of prices with a single click. Swallow's AI agents automate tasks such as pricing model setup, test generation, and project summaries, streamlining workflows and enhancing decision-making. Automated testing features enable users to upload test scenarios, create pivots, and generate visualizations to review the impact of price changes, ensuring confidence at every stage. Real-time data streaming from any source is supported, with tools to structure data for informed decision-making and custom channels for notifications or alerts. -
37
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 -
38
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 -
39
BindExpress Suite
SpeedBuilder Systems
At SpeedBuilder Systems, our commitment is to develop software products that enable you and your customers to conduct business easier and faster. Whether you’re an insurance agent or the insured entity, our BindExpress Suite package is an end-to-end policy administration system that delivers exceptional ease of use, quick alterations, and superior results for personal and commercial insurance lines. From policy administration to claims processing to billing and premium accounting, this is the technology that will keep you miles ahead of the competition. -
40
TurboRater
Insurance Technologies
The most valuable service you can offer your customers is finding the coverage needed for the best price by analyzing several carriers. TurboRater makes it easy to provide this analysis within seconds of the customer’s request. Type the quote information into TurboRater, and built-in underwriting rules are applied automatically, so you receive multiple, accurate quotes instantly. Stop spending time entering quote information into multiple carrier websites, and decrease the opportunity for data entry errors. Decreasing the time to quote a policy enables your producers and CSRs more time to focus on new sales and retention. With TurboRater’s comparative rater, you will increase your agency’s revenue and improve client satisfaction. Plus, the ease of one-time data entry helps reduce errors and employee training and onboarding time. Why should getting a quote take any longer than 4 seconds? Help your clients find the best combination of coverage and price in under 4 seconds.Starting Price: $70 per month -
41
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. -
42
InsuredMine
InsuredMine
Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven QuotesStarting Price: $69per user per month -
43
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. -
44
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 -
45
Advanced Insurance System
Garvin-Allen Solutions
Advanced Insurance System (AIS) is used by organizations of all sizes and is designed to work as an out-of-the-box solution. At the same time, customers can modify and deploy products quickly while taking advantage of the broad configuration capabilities of the software. This modular integrated system can interface across platforms or operate as a complete policy administration solution for Personal, Commercial or Specialty lines of business. Configuring new lines is easy with AIS. AIS provides agents and insurers with the functionality they require to increase growth. In an increasingly competitive market, AIS delivers automation and self-service functionality to save time and operational costs while boosting sales. With the ability to create new products or enter new states at your fingertips, AIS provides the competitive advantage you have been looking for. -
46
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. -
47
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. -
48
ISI Enterprise
Insurance Systems
Insurance Systems Inc. (ISI) was founded in 1997 when Terry Neilson recognized a need for modern IT solutions to change the way insurers operate and interact with their insureds and stakeholders. On that premise, ISI began to build and implement custom software solutions for Property & Casualty insurers but as our organization grew, and the insurance industry evolved, so did insurers technology needs. For insurers to remain competitive, they required advanced graphical user interfaces (GUI) with the flexibility to implement new products and business changes through configuration, not software development. In 2010, we first introduced ISI Enterprise, a truly end-to-end solution that is flexible, configurable and scalable for all P&C insurers. Since its initial rollout, our team of business analysts, architects and quality assurance analysts have continued to design and implement new features on its advanced architecture to meet the ever-changing marketplace. -
49
Bevaya
Bevaya
Bevaya is an AI agent platform built specifically for insurance carriers, brokers, and third-party administrators across underwriting, claims, and policy servicing. Its agents can read, classify, extract, analyze, summarize, and recommend actions from insurance documents while working on top of existing systems of record. The platform includes prebuilt agents for submission intake, loss run processing, policy comparisons, claim indexing, FNOL and FROI setup, certificate of insurance creation, and premium audit processing. Bevaya is powered by InsurGPT, which the company says is trained on more than 300 million insurance documents and supports production workflows across complex insurance operations. Human-in-the-loop controls, explainability features, workflow tools, and integrations help insurers govern how AI decisions are reviewed and executed. -
50
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
