ReFocus AI Alternatives

Explore data and get instant insights by searching your corporate data - like Google for your data! Personalized, based on your interests, role, and history. Pin these insights to build personal pinboard/dashboards, share and collaborate on your insights and become truly data-driven. Quaeris is based on GPT (Generative pre-trained transformer), the same technology that drives ChatGPT. With Quaeris you get the security and privacy that your data deserves! Get GPT for your corporate data and enjoy the power of true self-service with Quaeris! Quaeris can be rolled out to team of 10s or 1000s of users seamlessly within a matter of days - without much need of IT, and that is why IT & data teams love us!

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.

NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you: • Grow sales with powerful CRM tools to track prospects from lead to sale • Focus your team with shared notes and tasks that sync with your calendar • Improve customer service with our workflows and customer service reports • Keep commitments with follow-up tools like personal to-do lists for your entire team • Access the forms and files where and when you need them with our online agency library • Automatically assign your emails to your prospects and clients. • Get what you've earned with commission tracking tools and reports NextAgency is easy to use and simple to customize. Start a free trial today.

Gain, generate, and analyze business data and meaningful insights with Tableau, an integrated business intelligence (BI) and analytics solution. With Tableau, users are able to collect data from different sources such as spreadsheets, SQL databases, Salesforce, and cloud apps. Tableau provides users with real-time visual analytics and interactive dashboard that enables them to slice and dice datasets for making relevant insights and look for new opportunities. Tableau also allows users to customize the platform to serve different kinds of industry verticals like banking, communication, and more.

Book rolls have traditionally been a complex, time-consuming, and costly process involving travel, printed policies, and manual data entry. To get more of the policies you want, you need a simplified and effective process to focus more on risk analysis instead of manual processes. Conduct book rolls with your insurance agency partners in a seamless, efficient, and secure environment. With Book Roll, carriers can digitally request an agency’s book of business, without disrupting agency operations. Whether you’re focused on growing personal or commercial lines, Book Roll simplifies the process of evaluating new business and ensures that you’re easy to do business with. Assess risks to get more of the policies you want, and export data for more detailed analysis. Bridge policy data to your customer portal to take advantage of your own underwriting rules. Instant batch rating compares your current rates with alternative rates to quickly define growth opportunities.

EbixEnterprise is a comprehensive insurance management solution that streamlines policy management throughout its lifecycle. EbixEnterprise contains six components, Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analysis, and consumer web portal. Each of the components is seamlessly integrated with one another, which allows data to flow between each other as dictated by the business need. SmartOffice CRM provides organizations with the ability to maintain agent/broker information, commission rates, manage sales pipeline, state license information. EbixEnterprise's Online Quoting Portal, HealthConnect, is the leading health insurance exchange for buyers and sellers of health insurance and employee benefits. EbixEnterprise Administration is a fully functional policy administration system that provides all of the tools that are necessary to manage policies, define plans, maintain plan rate information, etc.

Ivans Insights is a solution unlike anything else available in the insurance industry that gives you the agency insights you need. This tool provides a simple, powerful, and efficient way for carriers to search multiple data points that provide valuable business and performance insights. Gain access to agency information that matters to you when making partner decisions. Search and find agencies with the type of business that fits with your goals. Learn about your agency’s download business and what its strengths are. Search among your current partner agencies to target opportunities for success and potential issues based on details you won’t easily find anywhere else. Fuel growth with new and existing partners. Search for new agencies based on what’s important to your market segment, book of business attributes, policy details, location, and key performance indicators. We provide you with monthly reports that include the agency details.

Advanced insurance software solutions for distributors who want increased profitability satisfied customers. Clarity and confidence for brokers, MGAs and insurers. Created specifically for insurance professionals, Novidea is the insurance software solution that turns your data into insights you can act on. With real-time visibility into every aspect of your insurance business, clear reports, and powerful analytics tools, your brokers can close more sales and improve customer relationships. We just completed a survey of brokers, agents, insurers and MGA's, and the results reveal some surprising contradictions. The report underscores how far tech perceptions are from tech reality - and how we can close the gap. We're an An end-to-end broker and agency insurance software solution that makes success simpler. One Unified View. 360-degree, front- and back-office visibility into the entire customer journey. Actionable Intelligence. On-demand insights, reports, and dashboards.

With over $130B of in-force premium, RiskMatch is the most comprehensive data and analytics platform that provides agencies and brokerages with actionable insights to grow their business. It supplies better recommendations, identifies specific revenue opportunities, and informs executive decisions resulting in increased growth and better relationships with customers and carriers. You're sitting on a treasure trove of data, but without the right tools you might as well be mining in the dark. Find out how RiskMatch can unlock your data, today. Agencies and brokers using RiskMatch have answers to these questions, they average 7% higher renewals and cross-sell 1.4 more products per customer. Analytics in Your Inbox gives producers and account managers valuable insights into renewal information, commission insights, and cross-sell opportunities. See your entire business in one place, in real-time, by office, producer, product, industry, insurer and premium band.

Active Insights delivers actionable intelligence that helps you increase retention, improve loss ratios and identify new opportunities. Anticipate key events for your book of business with Active Insights. Take a practical, proactive approach to identify and understand your customers’ changing needs. Engage your customers at the right time to help grow existing relationships and expand your book of business. Receive alerts for specific events you select to ensure that premiums accurately reflect changing risk. Fine-tune messaging tactics for more efficient, precise and well-timed customer outreach. Active Insights quickly matches life events to policies on your book and notifies you of critical changes that could impact your customers and your business. Customized updates ensure a comprehensive understanding of your book and give you the information you need to prioritize customers and effectively manage your risk.

Automatically provide your advisors and policyholders with in-depth advice, and help them choose the right cover for their needs - in real-time. Leverage modern data to make the difference. Work remotely with intelligent applications. Streamline distribution and customer service for unprecedented customer experiences. Empower your organization with new skills and expertise in all lines of business. Run on our secure cloud and on-premise, with enterprise-level data anonymization, traceability and regulation compliance (IDD, GDPR). Connect seamlessly to your existing ecosystem through fast integrations with our partners Salesforce, Microsoft 365, Guidewire. From cover subscription to claim handling, deploy and monitor critical AI-driven processes in production, without compromising on fraud detection.

Combining data science & a human-centered approach to deliver the best aging outcomes for families and insurers. When health and function decline with age, the result is costly for families, insurance carriers, and society at large. Successful aging can slow down or prevent deterioration and allow older adults to live with dignity, choice, and independence in the place they call home. We understand who to help when to help and how to help using evidence-based intervention methods proven in population management. We shift populations to successful aging by utilizing our patent-pending technology and a human-centered approach. Identifies optimal timing and frequency of interventions to prevent further age-related decline. Analyzes blocks of policies to maximize the efficacy of interventions and increase block-level ROI. Supports individuals to succeed at achieving their goals related to where and how they age.

Insurers are awash in data, the question is, how do you get value from it? Milliman is a leader in developing and applying analytics solutions to improve decision making, measure and manage risk, increase predictive accuracy, and automate complex tasks. Leveraging hyper-scale cloud technology and innovative statistical approaches, we can help you discover powerful hidden insights. We handle regulatory assistance for both P&C and life insurance. Get help with the actuarial aspects of financial exams, rate filing, and model reviews related to catastrophic risk. We handle model review for both P&C and life insurance. Validate internal and third-party catastrophe modeling to reduce risk exposure and improve decision-making. With our sophisticated modeling tools and global expertise, we can help you create accurate, actionable financial projections and reporting. We help you understand the implications of pending changes on reserves and capital to ensure continuous compliance.

OCTO’s insurance telematics proposition operates where subjective data or data shared belatedly can result in an unprofitable insurance offer. Risk definition, crash and claims, customer relationship management (CRM), insurers traditionally operate in these three areas, analyzing and evaluating risk, managing “bad events” and supporting customers. These fundamental processes may not perform at the highest level when insurance companies are not capable of collecting and managing the right type of data. OCTO’s insurance telematics proposition operates where subjective data or data shared belatedly can result in an unprofitable insurance offer. OCTO provides objective data, since these are real-time collected and based on real risk. Thanks to this new approach, customers become part of the entire insurance process: they constantly interact and contribute to profiling driver behavior, which allows the insurance company to customize the perfect offer.

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.

Quality assurance software designed for insurance teams struggling with manual audits and reporting. Automate your claims and underwriting QA with questionnaire builders, instant file selection and real-time results. teamthink Envoy empowers QA teams to improve individual and team performance, drive financial results and increase customer satisfaction. The key to effective QA is accurately measuring performance against your best practices and then using those results to review and close performance gaps. teamthink Envoy helps you successfully navigate this process. With the right information at your fingertips, you have the knowledge to improve performance quality while reducing operational costs and streamlining your QA process. Transform your QA process from manual to automated and instantly access questionnaires and results data. Generate actionable reports that connect performance and QA issues directly to their effects on leakage and risk.

Our modern, API-based architecture facilitates quick, seamless implementations. Our low-code/no-code environment empowers insurers to quickly and easily build their own apps and integrate third-party services, continuously responding to ever-changing market needs. Always stay one step ahead of your customers’ needs—and your competitors! Our modern, highly-secure, cloud-based solutions provide cost-efficiency, flexibility, scalability, and the highest service levels in the industry. Insurity’s advanced RESTful API architecture and low-code / no-code development environment empowers insurers to quickly and easily build their own applications, creating their own customer experiences and continuously responding to market needs. With our industry-leading data and predictive analytics solutions, insurers are able to acquire business intelligence never before possible, and optimize their pricing, risk selection, and claims processing.

RiskVille can help you automate core routine tasks within policy, claims and risk management. Manage your day-to-day operations including customer relationships, claims, policies and risks in one system. RiskVille is a cloud-based solution designed for any type of insurance business. We understand your business and know how important it is to see not only the whole picture of the business results but also to carry out carefully and accurately daily operations. Free up your people from doing monkey jobs and let RiskVille automate their routine. We all have audits and want to meet auditors with a smile feeling secure and compliant. Improve compliance by making audit processes more straightforward. RiskVille is GDPR compliant and hosted on the safe and secure Microsoft Azure platform ensuring safety and security for your data and processes. You can exceed clients' expectations by providing access to policies and claims via a simple online interface or friendly remind them about renewals.

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 Quotes

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.

Benchmark your group's medical and prescription utilization and costs against one of the largest normative sets in the country. Use our advanced analytics to illuminate potential problem areas. Stop wasting your time with spreadsheets. With Decision Master® Warehouse's interactive dashboards and reporting, you can quickly get to the who, why, where, what and when, so you can deliver targeted, cost-saving strategies. Help clients make more educated decisions by test-driving alternative plan design options ahead of time. Assess how changes will affect both your client’s bottom line and their employees’ health care expenses. Our benchmarking data comes from one of the largest normative sets in the country, Truven Health Analytics and the Kaiser Family Foundation. Explore more than 60 categories, including total health plan costs, inpatient and outpatient claims, ER utilization and more.

Turn your raw business data into powerful insights into the performance of your business. Leverage the first insurance data analytics solution built specifically for your business to access multiple levels of analysis on key performance indicators for your agency’s book of business, employee operations and insurer relationships. Through an easy-to-understand visual interface, Applied Analytics™ allows you to obtain powerful graphical business insights from your existing management system data to drive greater employee productivity and increase profitable relationships with clients and insurers. Gain a consolidated view of internal operations with key performance indicators based on employee performance trends, success rates and progress toward projected goals. Analyze critical business KPIs and client portfolio development to sustain current client revenue and build additional revenue channels.

PerfectQuote is Insurance CPQ to help brokers and general agents sell faster by eliminating the mind-numbing data entry required to sell and renew insurance. PerfectQuote® supports several lines of coverage, including ACA/Small group medical across all 50 states and large group medical, dental, life, and disability products with the industry's most popular carriers. The PerfectQuote® experience provides for error-free plan analysis, robust comparison tools, and enrollment and contribution modeling and offers the ability to easily export plan details to a streamlined spreadsheet or present online in today's new environment. Easily analyze hundreds of plans in seconds to help your clients find the best plan at the lowest price. Quickly export to our streamlined spreadsheet or present online. Show medical and ancillary lines of coverage without the hassle. Clearly see increases and decreases for key decision points across a variety of benefits.

UrbanStat has more than 20 different modules to help you manage your portfolio better, automate your underwriting, select better risks, and price more accurately using geospatial data and machine learning algorithms. From high-level portfolio analytics to transaction-level risk selection and pricing. UrbanStat is a one-stop-shop for property underwriting in both personal and commercial lines. UrbanStat platform has over 30 different data points for every property in the US, Canada, and Europe. A single platform to manage your portfolios across borders. Integrate with UrbanStat as fast as 4 weeks. Whether you want to integrate on database level, file system level or through modern APIs, we have a solution for your needs. Duck Creek, OneShield and Guidewire integrations are readily available. This is our full automation mode. Set up your exposure alerts once and let our technology do the rest and notify you if there are areas that start accumulating more exposure.

Automate all your re/insurance data preparation, including Bordereaux management, MGA reporting, exposure management, fleet auto, aggregation and clash with integrated data quality assurance. Turn all of your insurance data sources into insights you can trust with the Quantemplate SaaS platform. Connect and cleanse your datasets, no matter how inconsistent or messy. Set data quality rules and quickly find failed data points. Rapidly bring together hundreds of datasets aided by smart mapping suggestions. Gain customer, market and pricing insights with flexible analytics tools, or export and share clean data. Integrate, automate and analyze your data sources, all in one cloud solution. Connect your datasets and gain insights in seconds, not months. A cloud solution your IT team will love. Fully encrypted, complete audit trail and ISAE and ISO accreditation. Zero-code interface allows you to freely explore, test and implement changes independently.

Insurance Analytics Suite offers Business Process Management (BPM) workflows designed for insurance carriers to add value across the customer lifecycle, for personal lines of insurance. It addresses the problem of underinsurance by enabling insurers to sustain customer contracts via intelligent workflows such as retention, cross-sell and claims process. Connect and move data from any source to create an insurance data model with enhanced data quality for analytics. Editable pre-built data flows to ingest the client’s data and to get consolidated data stored from multiple data sources & data types. Drag-and-drop ETL functionality. Support multiple storage technologies. Editable DQ rule definitions. Options to select storage technology. Pentation Analytics is an advanced analytics company focused on the insurance, banking & financial services segments. Based out of Mumbai, India and with presence in the US and the UAE.

Mind Foundry is an artificial intelligence company operating at the intersection of research, innovation, and usability to empower teams with AI that is built for humans. Founded by world-leading academics, Mind Foundry develops AI solutions that help organisations in the public and private sectors tackle high-stakes problems, focusing on human outcomes and the long-term impact of AI interventions. Our intrinsically collaborative platform powers AI design, testing and deployment and enables stakeholders to manage their AI investment responsibly with key focus on performance, efficiency and ethical impact. Built on a cornerstone of scientific principles and an understanding that you can’t add things like ethics and transparency after the fact. The fusion of experience design and quantitative methods that makes collaboration between humans and AI more intuitive, efficient and powerful.

Antiquated on-premise systems are a liability. Streamline your claims operations and improve efficiency with Terra's Automation, Integration, and Intelligence. Terra's products include Claims Management, Policy Management, Benchmark, and an Ancillary Services Marketplace. Manage risk with Automation, Cloud-Native, Integration, and Intelligence! Terra is a Cloud-Native Risk Management Information System for Property & Casualty Insurance.

The Borrower Intelligence Platform from TrustEngine helps lenders increase loan applications, build customer loyalty, and boost borrower retention.

IBSuite facilitates the full lifecycle of insurance, from quote to bind as well as end-2-end policy administration, efficient claims handling, and billing, allowing customers to run a full-fledged insurance business as well as the ability to bring new customer journeys and digital business models to the market; quickly and cost-efficiently. Experience a personalized consultation with our insurance technology experts. Let’s delve into your unique challenges, explore opportunities, and strategize how IBSuite can empower your insurance business for growth and success. IBSuite streamlines the sales process and enhances decision-making through real-time data and analytics as well as external integrations. It enables insurers to adapt quickly to changing market conditions and maintain compliance with regulatory standards. With IBSuite you get true multi-channel capabilities and customer-centric design of new products and channels, supporting direct sales, sub-agencies, and white labels.

QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. It enables agencies to strengthen customer relationships and ensure effective business management, so they can focus on growing their book of business. Identify new business, round out your current accounts, and strategically manage prospect sales cycles. Built-in tools for creating campaigns to better service your existing customers, cross-sell, or acquire new customers. Track your employees’ activity within the system, allowing you to recognize leaders and get insight on how to improve productivity. Let QQCatalyst focus on customer relationships and business management so you can focus on growth. Easy-to-use marketing automation tools. Existing customer service email campaigns. Cross-selling email campaigns. New customer acquisition email campaigns.

InsPal is a comprehensive, integrated-yet-modular application tailored for insurance intermediaries that deals with all the needs of a modern insurance market. The design of InsPal is based on many years of insurance experience and insightful user comments. InsPal derives its rich functionality as a leading provider of insurance intermediary solutions. The InsPal platform opens up a new horizon for the insurance intermediaries and revolutionizes the way to work in the modern insurance market. With the increasing awareness of wealth and risk management in both developed and developing countries, there is a substantial growth of insurance needs around the globe. This creates a challenge to every level of insurance service providers, no matter insurers, intermediaries and individual agents, are seeking a better application to support their work and customers, strengthen the operations and create more sales.

Moody’s Analytics AXIS actuarial system is a powerful modeling solution, used by insurers, reinsurers, and consultants for actuarial analysis of life insurance and annuity business. The AXIS actuarial system emphasizes performance, ease of implementation, flexibility, robustness, scalability, and transparency at lower cost of use. It delivers the flexibility to deploy large-scale computing power through an advanced cloud-based delivery platform or installed software. A flexible vendor-maintained actuarial system handles multiple applications such as reserving, asset and liability management (ALM), pricing, financial modeling, capital calculations, hedging, and financial frameworks. Project future monthly cash flows from starting liabilities and invested assets, for up to 100 years. Evaluate blocks of business using deterministic or stochastic projections of profitability and movements in surplus; evaluate the impact of reinsurance or changes in premiums and other plan values.

Streamline mission-critical workflows to fuel organic growth. Every agency needs a process to find and write new business, while providing the best service to renew current clients. Enable your agency with world-class technology to automate your everyday tasks, so that you can deliver superior value to your prospects and clients. Get in front of qualified leads and retain your existing clients by using technology to elevate your sales, renewals, and servicing. Enhance the entire process—all the way from prospecting to renewals—by using the game-changing tools available in the Zywave Sales Cloud. Compete on a whole new level by using our comprehensive suite of tools to generate new leads, nurture prospects and existing clients, and streamline servicing workflows. A comprehensive platform to simplify your entire sales process. Identify and market to new leads, coordinate all your communications with ease and take control of prospect meetings by delivering valuable insights.

Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more.

It’s tough to anticipate the future while keeping pace with the present. To succeed in the competitive life insurance market, you need a strategic underwriting solution built for what's now and what's next. More than just a rules engine, AURA NEXT is a future-ready SaaS-based decision management platform. AURA NEXT quickly provides the most comprehensive, accurate decision possible at the point-of-sale through data-driven underwriting and seamless integration with other front- or back-end processes. As consumer demands change, you need responsive, secure underwriting technology that keeps you future-ready. Built on the Amazon Web Services (AWS) cloud to handle variable demand, AURA NEXT is proven and highly scalable, and integrates easily with legacy systems and supports multiple distribution channels. Data visualization insights provide meaningful metrics and key performance indicators to enable strategic, operational decision-making.

Successful insurance companies use our SaaS platform to deliver a branded shopping experience, automate policy administration and foster collaboration across customers, brokers and healthplan teams. Power your business with our best-in-class platform and bring velocity, agility, efficiency and compliance across your organization. Never miss an opportunity to win a customer by effectively presenting your list of health plans and insurance products. Boost process efficiency, orchestrate work queues to keep business operations running smoothly, and improve client follow-ups. Save time by letting JET Insure keeping track of events so that you could focus on the core business activities. Let us show you how we can optimize your business for current and future healthcare needs – and how our product can help you grow faster.

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.

Streamline Your Complete Healthcare Data Workflow. Smart Data Solutions has the tools and experience needed to streamline both your paper and electronic workflows. Our integrated validation, matching, and normalization tools ensure the highest quality data possible, increasing auto-adjudication and reducing manual processing. Whether you’re new to Smart Data Solutions or a long time partner, our development process helps guide you through projects to ensure the best possible position for overall success. Whether your needs are basic or complex, our staff will work with you to understand your needs and the impacts of your workflows. We believe in focusing on your goals, what you want to accomplish, and from that, identifying the best way to get there. Smart Data Solutions provides complete front-end pre-adjudication solutions for hundreds of Payers nationwide. Whether you need basic services or a completely custom workflow, Smart Data Solutions offers a variety of solutions.

AdvantageGo helps insurance companies to look from an increasingly precarious future back to today. The difference is clarity. And profit. By bringing the future more efficiently and effectively into the present, we position insurers´ profits at the heart of their business - today, not tomorrow. Our pioneering platform and 25 years of experience mean AdvantageGo offers insurers the IT agility they need to create an intelligent digital strategy. ENTERPRISE SCALE UNDERWRITING Maximise risk mitigation – Improve Underwriter decision making with AdvantageGo’s intelligent underwriting workbench that creates clarity and insight from the analytics locked in your data. At the point of underwriting new business and policy renewals, our modular workbench provides relevant and specific internal and external data for a more informed view of risk that supports the Underwriters’ decision-making.

Automate your organization’s tax data collection and processing, freeing up time to refocus your efforts on more proactive and strategic initiatives. Longview Tax allows you to focus on harnessing tax data to uncover critical insights that support strategic decision-making. This is achieved through the automation of your tax data within a single source, thereby allowing you to streamline your tax activities and have more confidence in your data, all while reducing operational costs and risk. With automated data collection and processing from all departments within your organization, your tax team doesn’t have to wait for consolidation from the finance team for the book income to be transferred manually. Thanks to this reduction in time and manual demands, you gain greater agility to accelerate your tax completion timeline while simultaneously boosting your department’s autonomy.

Efficient, scalable customer acquisition solutions for the insurance industry and other verticals, powered by technology and data science. MediaAlpha provides customer acquisition solutions designed to reach consumers shopping within high-consideration categories such as property & casualty insurance, health and life insurance, personal finance, travel, education, and more. Whether you’re looking to generate demand or get the most from the shoppers that come to you, we can help you maximize the value of every consumer interaction. Instead of acquiring customers from a black box, get the visibility you need to target and price prospects based on the value they bring. With the transparency we provide, you’ll have the data and tools to align your customer acquisition costs relative to customer lifetime value with an unmatched level of granularity. The volume you need to drive meaningful business results. Precise targeting capabilities that connect you with the right prospects.

With increasing regulatory and analytics requirements for PBR, IFSR and predictive analytics, actuaries need to manage increasingly large volumes of current and historical data. The Insight Enterprise data warehouse provides a clean, integrated source for corporate policy, claim, and agent data. The open database allows users to develop custom extracts over any time period to feed into external processes, from which many of the results can be feedback into the system to be easily analyzed through a BI interface alongside the admin system data. While the Insight Enterprise is thoroughly tested through development and QA on multiple data sets, given the universe of possible data sets across insurance companies, lines of business and administration systems, no complex system can be error free. The Insight Enterprise is fully supported for any software issues, with patches rapidly developed and released for any processing or calculation issues and released to all clients affected.

Increases delivery speed and reinforces adoption of STP tools. Provides superior insight into agent activity, sales progress and more. Leverages data to identify new customer needs. From field underwriting, quotes, e-Applications, pending & status, to e-Delivery and more. For workflow optimization along with lead management for cross-selling and upselling opportunities. Communicate case status and generate comprehensive reports from one centralized tool.

AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.

HM Health Solutions provides an end-to-end solution to health plans. Get the support you need and business outcomes you want from one comprehensive health plan administration platform: the Enterprise Health Solution. Platform applications and tools manage functions from sales through enrollment and billing, including claims, provider and clinical management, and customer service. The Enterprise Health Solution (EHS) is the only proven end-to-end solution, and can move your member seamlessly from enrollment to claims payment. You’ve heard others claim to offer a fully integrated solution. What they don’t specify is that you may need to purchase all modules in sequence to achieve this integration. On the Enterprise Health Solution, health plan administration has always been the one and only focus. No other company rivals our expertise in the health plan payer space.

A web-based claims management solution paired with unparalleled customer support. For claims management professionals who are looking to scale and manage their business, ClaimPilot offers its web-based claims management solution that provides the ease of use, features and functionality you need to gain visibility of claim and financial information with custom reporting. Address increasing demands of data inputs required with customizable features. Increase claims processing efficiency. Unlike unwieldy, feature-loaded risk management-focused claims software or lighter software packages that focus on document management only, ClaimPilot provides the features you need to manage your claims including Lloyd’s compliance, and workers comp functionality. Plus, you get our legendary customer support. Our team of experts partners with our clients to build custom reports and functionality to support your growing business. The way we see it, if you are successful, you’ll be successful.

Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.

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.

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.