Alternatives to ReFocus AI
Compare ReFocus AI alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ReFocus AI in 2026. Compare features, ratings, user reviews, pricing, and more from ReFocus AI competitors and alternatives in order to make an informed decision for your business.
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1
Ordoro
Ordoro
Ordoro: hard to say, very easy to use. Streamline your inventory, shipping, and/or dropshipping. Whether you're just getting started or already in full swing, we've got you covered with three powerful apps—shipping, inventory, and dropshipping—designed to streamline and automate your daily order management tasks. Select any combination of our apps to help you re-focus on growth! Finally, feel confident in your decision-making with unrivaled visibility, control, and support. Conquer more complexity in less time with Ordoro. Start your 15-Day FREE TRIAL today at Ordoro.com!Starting Price: $0.00/month -
2
Guidewire
Guidewire Software
P&C insurers need a platform that helps them engage personally, innovate freely, and grow efficiently. At Guidewire, we are utterly committed to your success. We combine digital, core, analytics, and AI to deliver our platform as a cloud service. And with the largest R&D team, services team, and partner ecosystem in the industry, we continually evolve and innovate to meet your needs. Maybe that’s why more than 450 insurers, from new ventures to the largest and most complex in the world, run on Guidewire. Truthful relationships with customers, prospective customers, partners, investors, and each other. Communicating through clear arguments, building excellent quality products, and making decisions carefully on the basis of factual evidence. Chosen by more than 450 insurers, from new ventures to the largest and most complex in the world, Guidewire is the most trusted platform in the industry. -
3
Apex Minds
Apex Minds
Everything your firm sells - judgement, precision, client confidence - is produced by the mental capacity of your people. Yet unlike financial capital, it is rarely measured or protected. Under chronic stress it quietly depreciates: employees stay at their desks while presenteeism erodes focus, decision quality and resilience. Apex Minds is a cognitive performance platform that strengthens mental capacity before performance declines — and gives employers the data to prove it. Short, personalised, science-backed audio sessions help employees reset, refocus and sustain performance. The Apex Minds Index gives leaders a live read on workforce cognitive health: anonymised sentiment, engagement and board-ready ROI reporting, including the return on L&D spend, which only converts when people have the capacity to apply it. Proactive rather than reactive, Apex Minds complements existing EAP and L&D provision. Setup takes minutes, and engagement contributes to measurable ESG impact.Starting Price: £15 -
4
Longview Tax
insightsoftware
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. -
5
Angles
Fulcrum Technologies
Angles is cutting edge video analysis software used by tops teams and organizations around the world to discover detailed insights to improve performance. Used in leagues like the English Premier League, NCAA Basketball, the MLS, major international sport organizations, and more. Angles is built to maximize your ability to find customized insights while minimizing time spent doing so. Pioneers in multi angle capture and built to work both with and without FulcrumTec's revolutionary Piston instant replay system, Angles helps teams and organizations refocus their goals. -
6
Metrolink
Metrolink.ai
A high -performance unified platform which is layered on any existing infrastructure for seamless onboarding. Metrolink’s intuitive design empowers any organization to govern its data integration by arming it with advanced manipulations aimed to maximize diverse and complex data, refocus human resources, and eliminate overhead. Diverse, complex, multi-source, streaming data with rapidly changing use cases. Spending much more of the talent on data utilities, losing the focus on the core business. Metrolink is a Unified platform that allows organization design and manage their data pipelines according to their business requirements. This by enabling intuitive UI, advanced manipulations on diverse & complex data with high performance, in a way that amplifies data value while leveraging all data functions and data privacy in the organization. -
7
SourceWhale
SourceWhale
Enhance your outreach with dynamic variables such as time of day, a fun fact or field of study, helping to deliver a highly personalized communication experience. Stand out in busy inboxes with some ‘out-of-the-box’ content that is unique to your target individual. Get creative with custom images, gifs, videos and more to inject some personality into your messages and stand out from your competitors. Create multistep outreach that combines channels like email, LinkedIn, phone calls, SMS and more. Not only will you tap into a wider audience with an integrated, tailored approach, but you’ll never miss an opportunity with automated follow-ups. Once live, outreach runs alongside day-to-day activities so you can refocus time on the more human parts of recruiting. -
8
Ranorex DesignWise
Ranorex
Building high-quality, automated tests is a critical part of ensuring that software is well-optimized and polished before release. But it can also be time-consuming for programmers to build numerous tests to catch as many bugs as they can. Ranorex’s DesignWise software can refocus your test building to reduce test cycles, save money, and get your product out the door faster. DesignWise includes a collection of Intelligent Augmentation algorithms and a “control dial” that makes it easy for test developers to create the right number of tests for their project. Users can remove unnecessary variables and only focus on the parameters that they need. This enables team members to find and fill gaps in their test coverage and spot areas where tests are unnecessarily or overlapping and eliminate them. -
9
Refocusly
Refocusly
Refocusly is an all-in-one software solution designed to save time for your business and optimize your marketing, customer, and employee management processes with the help of automation and AI. Elevate your business with Refocusly, our all-in-one software solution, designed to optimize your marketing, customer, and employee management processes with the help of automation and AI. Work smarter, not harder, and refocus on what you love today. Refocusly offers groundbreaking automation and services for you, your customers, guests, and employees. Refocusly optimizes your business. Say goodbye to manual tasks. Your time-saving assistant, with a fully automated booking process. Say goodbye to manual booking tasks with our automated booking system. Enjoy customizable SMS and email templates for seamless communication and one central pipeline for easy tracking. Refocusly streamlines the entire customer communication and relationship management process, covering everything.Starting Price: $115 per month -
10
thing.online
thing Virtual Facilitation Technologies
thing.online enables organizations and teams to run effortless virtual workshops, achieving high-quality results in structured conversations. It supports moderators to structure the flow of virtual meetings and allows participants to have engaging conversations and collaborate. It assists with meeting flow control, so facilitators can refocus on group dynamics and guide participants to valuable outcomes. thing.online significantly reduces the barriers to well-structured meetings, hence enabling more companies to be prepared for a hybrid future of work.Starting Price: €25 per month -
11
Toad
Quest
Toad Software is a database management toolset from Quest that database developers, database administrators and data analysts use to manage both relational and non-relational databases using SQL. Take a proactive approach to database management. Re-focus your teams on more strategic initiatives, and move your business forward in today’s data-driven economy. Toad solutions enable you to maximize your investment in data technology by empowering data professionals to automate processes, minimize risks and cut project delivery timelines by nearly half. Lower the total cost of ownership for new applications by reducing the impact of inefficient code on productivity, future development cycles, performance and availability. See why millions of users trust Toad for their most critical systems and data environments. It’s time to gain the competitive edge. Work smarter and meet the demands of today’s database environments. -
12
Papersoft Digital Mailroom
Papersoft
Data Capture is the first step in gathering vital business information and the trigger of many business processes. Papersoft´s Digital Mailroom solution provides a single point of entry for all incoming documents (digital or paper), allowing companies to standardize content distribution with smart business processes (scanning, classification, workflows), reduce operating costs and increase efficiency while guaranteeing top compliance. With a single platform, automate and get a holistic view of your processes, with the right team by your side to help you overcome all the digital transformation challenges. End-to-end mailroom automation with intelligent scanning and classification software. Automate content capture and configure document types and processes. Eliminate human error, reply quicker to internal and external requests. Re-focus your workforce in what matters the most, leave the heavy lifting for us. -
13
Octavia
Octavia
At Octavia we are enabling recruiters to do more of what they do best: build relationships and close deals. How? By combining our recruitment background with our engineering and AI expertise to build a product that works the way you do. Octavia’s cutting-edge AI technology understands which candidates are the perfect fit for a role and will instantly identify them, boosting your chances of making that placement. By automating time-consuming tasks, you can refocus your team’s talents on connecting with clients and engaging with the best talent. Devised in collaboration with recruiters and built by AI and software development specialists, the Octavia CRM works the way recruiters want it to. The more you use it, the more intuitive it becomes. Find out how we can help you streamline your business. -
14
Wise-Sync
Wise-Sync
Experience greater financial efficiency in your business. Say goodbye to manual errors and say hello to our unrivaled invoice and payment sync. Wise-Sync’s advanced sync technology facilitates end-to-end functionality at a granular level; down to validating each record as soon as it’s transacted - giving you confidence in your numbers. Know which department’s making money with precise PNL reporting. Unlock opportunities to refocus your newly recovered capacity, helping you plan for a profitable future. Wise-Sync empowers you to run each department as a business unit of its own. It validates and departmentalizes your records as soon as they’re transacted. With the extra time, your finance team are able to gain the financial clarity you need to make your next big move. -
15
WaltzIn
Spherecal
A reservation system. For restaurants & bars to sell large groups & PDRs. Book small parties instantly. free up time for larger parties and marketing. Whether booking a party of 10 or 100 the process is the same. Automate the inquiry & proposal process for small parties right from your website. Refocus time on proven marketing initiatives to drive new and repeat business of all sizes. anticipate your guests needs and be rewarded. Competitive Advantage. If a guest can book instantly with you, they will never leave your site and their search is done. 24/7 Instant Service. After budget, inquiry response speed is the most important factor to guests when considering a venue. With WaltzIn, you take speed out of the equation and rely solely on the quality of your product. More Bookings & Higher Check Averages in Less Time. The ball is always in the guest's court. Everything they need is online so they customize their event to their budget.Starting Price: $249 per user, per month -
16
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 -
17
Zelros
Zelros
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. -
18
VendorSmart
VendorSmart
VendorSmart℠ is a comprehensive, web-based platform built to help Community Managers find the best vendors for their open projects. Community Managers simply fill out a quick and easy to use RFP form, and the VendorSmart℠ team will source our network of pre-vetted vendors, compile bids and deliver a professional board packet containing side-by-side bid comparisons. The VendorSmart℠ team will also vet vendor insurance documents at no cost to the vendor, manage service contract renewals and file and deliver 1099s. VendorSmart℠ removes the tedious and time-consuming efforts made by Community Managers during the RFP process, and allows them to refocus their time while our team does the busy work. -
19
SpeakUP
Human Predictive Intelligence
SpeakUP is the first HR tool devoted exclusively to managing employee engagement and satisfaction. A veritable social barometer, the application allows you to really "take the pulse" of your organization through very short surveys on important topics of your company's daily life. Much more than a simple satisfaction or commitment survey, SpeakUP allows you to refocus your HR actions on subjects with very high added value for your employees. The opposite of a “classic” annual satisfaction survey, SpeakUP offers a completely new experience to your employees. A real tool for conducting your QVT actions on a daily basis, SpeakUP establishes a culture of continuous feedback in your organization. -
20
Mind Foundry
Mind Foundry
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. -
21
UrbanStat
UrbanStat
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. -
22
Flatirons Fuse
Flatirons Development
Flatirons Fuse is an embeddable CSV import tool that makes importing data to your website fast, easy, and painless. Let your customers import their own data or do it on their behalf. Auto-adjust and correct customer data to match your own schema. Don’t worry about messy errors, our powerful validation system has you covered. Building a CSV import tool for your customers is costly and time-consuming. With Flatirons Fuse you can refocus your development efforts where it counts for your business. With just a few lines of code, your customers can start importing their data in minutes. Importing data can be a frustrating, confusing process. You work hard to deliver a beautiful, user-friendly product to your customers, now bring that same experience into data onboarding. With AI-powered column matching, frontend data validation and cleaning, and backend data validation support, importing data into your system will be fast, easy, and painless.Starting Price: $149 per month -
23
TeamGuru
Team Solutions
To navigate your team in the challenging times you don’t have to change everything. It’s the everyday things done right that will produce massive results. Communicate priorities, drive execution, check results, repeat. Soon everyone will be on the same page, progress will be visible and you’ll be up for a promotion. For you to succeed all people need to be aligned. So get clear on your goals and priorities. Choose the right people to lead the critical initiatives. And make sure to deliver results faster than anyone else in the market. Track the real impact, learn from mistakes and consistently refocus back to the things that matter. TeamGuru is more than just a leadership tool. It allows you to effectively execute your strategic plans. Business priorities become clear and the teams can see in real time how their contribution is making a difference. As a result your organization will succeed faster.Starting Price: $16 per user per month -
24
Blue Yonder Order Management & Commerce
Blue Yonder
Blue Yonder Order Management & Commerce delivers responsive, integrated business planning and operations, inventory visibility and orchestration powered by AI/ML insights and forecasting models. With real-time data and intelligent insights, retailers can instantly pivot, adapt, and refocus their inventory, space, pricing, workforce, and store operations to new changes in demand. Blue Yonder Order Management & Commerce also delivers a single source of truth for inventory availability and fulfillment offerings. Say goodbye to reacting when it’s too late and hello to responding in the now. Introducing Blue Yonder Order Management & Commerce, a solution that combines real-time transactional systems with supply chain planning, forecasting and fulfillment solutions, to power modern commerce. An industry first, its personalized fulfillment platform and professional services bring together inventory sources in real-time, so it becomes the single source of truth. -
25
Clevy
Clevy
Clevy automates internal processes and queries to let you refocus on your most precious resource, people. Discover the one-stop-shop of your employee experience, the only platform you need. Centralize and handle all your employee requests, to increase efficiency across your HR and support teams. Deploy a powerful AI knowledge center to let your employees resolve their issues more quickly. Clevy's no-code form builder lets you collect employees' data more efficiently and safely integrate it with all of your company's apps ecosystem to execute your business workflows. Manage all their employee requests in one place, keep track of queries to answer timely, and save time with AI-powered auto-draft answers. Provide instant help at all times through an AI-based portal that reduces by 80% the recurring questions asked to internal support teams. Integrate with all the company’s 3rd party software to let the data flow in the company’s application ecosystem is aimed at SMBs.Starting Price: $19 per month -
26
Book Roll
Vertafore
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. -
27
Immagnify
Immagnify
Maximize your team productivity with our all-in-one B2B data package. Simple and efficient, our simple user experience allows your teams to quickly find the prospecting data they need. Powerful filtering capabilities are included easily slice & dice the data to pinpoint the relevant prospects and companies. Manual enrichment of large customer databases can be a time-consuming and error-prone process. That’s where Immagnify’s automatic CRM enrichment solution will save you time and resources, allowing you to focus on what really matters, acquiring and retaining customers. Our browser extension allows your reps to quickly access potential buyers’ contact info with just one click. No more spreadsheet guesswork, it seamlessly integrates into their daily workflow for easy connection with potential buyers. With daily updates, you can streamline your sales process and focus on the most promising opportunities.Starting Price: $159 per month -
28
Fabius
Fabius
Fabius revolutionizes sales effectiveness by helping your team focus on high-potential deals, build strong business cases, and improve visibility for sales leaders. Our platform identifies misaligned prospects, ensuring reps concentrate on the most likely deals to close while assisting in communicating ROI and strengthening weak business cases. With enhanced visibility, sales leaders can provide targeted coaching to maximize revenue. Our platform assists in better communicating your ROI to prospects by ensuring their pain points have been thoroughly qualified during discovery. Fabius identifies weak business cases and offers suggestions on how to strengthen them, increasing your chances of closing the deal. Fabius helps identify when a prospect's needs don't align with your product or unique differentiators, ensuring your reps focus only on deals with the highest potential for success. -
29
Sapiens DataSuite
Sapiens
Sapiens DataSuite is a comprehensive data and analytics platform tailored for the insurance industry, designed to transform raw data into actionable insights. It unifies data from diverse sources, providing real-time insights that enhance decision-making and operational efficiency. The platform offers a library of 70 pre-designed reports and 10 dashboards, allowing users to customize analytics to their specific needs. By leveraging advanced analytics, machine learning, and AI-driven solutions, DataSuite enriches the entire insurance value chain, embedding AI/ML into both back-office and front-office processes. It also integrates data from third-party service providers through Sapiens' partner ecosystem, augmenting business journeys and decision-making. DataSuite's high-throughput datastore unifies detailed data across all insurance business lines, streamlining efficiency with a holistic data approach. -
30
Vymo
Vymo
Capture rich contextual data from sales activities automatically, so your teams can focus on customer interactions. Learn from the best performers in your own organization and abstract best behaviors to coach the rest. Predict ‘next best actions’ in the moment so your sales people can get management support to close more deals. Vymo is a team of people who are passionate about transforming the global sales engagement landscape. What our founders set out to build in 2013, has grown into the fastest-growing sales engagement platform in the world! And our zeal has multiplied 200 times, because we’re now 400+ and growing. We’re a diverse mix; strategists, ideators, enablers, hustlers – and we’re here to win together. Vymo is a sales engagement platform for global enterprises. We help drive revenue outcomes for our customers by capturing rich contextual data and generating intelligent, actionable insights for salespersons to close more opportunities and managers.Starting Price: $10 per month -
31
Stotles
Stotles
Stotles is an AI-powered public procurement and sales enablement platform that centralizes and analyzes public sector tender and contract data so businesses can more effectively identify, track, qualify, and act on government sales opportunities without the manual noise of disparate portals and datasets. It aggregates procurement notices, expiring contracts, buyer and competitor intelligence, decision-maker contact information, and historical awards from thousands of government sources into a tailored, customizable feed that surfaces only the most relevant opportunities and early buying signals for each user. Stotles provides strategic tools to size the total addressable market, build a prioritized pipeline of prospects, and engage buyers early with context-rich insights, while its AI-enhanced features summarize complex tender documents, score relevance, and help teams make faster bid/no-bid decisions so they can focus effort where the probability of success is highest.Starting Price: $67.13 per month -
32
EbixEnterprise
Ebix
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. -
33
Ivans Insights
Ivans
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. -
34
Assured Allies
Assured Allies
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. -
35
Novidea
NOVO IDEA SOFTWARE
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. -
36
Capitola
Capitola
Capitola's platform optimizes distribution efficiency through placement process automation and AI-driven risk appetite matching so that broker teams can focus on what they do best: strengthen relationships, expand their client base, and close more deals. By supporting property, casualty and specialty coverage lines, Capitola has your broker teams covered now, and into the future as your business grows. Modern, intuitive tools and technologies delight users, require minimal training, and easily integrate with existing systems. Superior AI-Driven market intelligence supercharges your team’s ability to find the right markets for every deal. Capitola streamlines the marketing process, eliminates repetitive tasks and manual data entry, and takes the headache out of managing complex programs. -
37
PSP Enterprise
PSP Enterprise
Market Test Interviews gauge interest in new offerings. The focus is on customer problems, existing solutions, and reaction to proposed offering. Pre-decision Interviews find out why prospects do not advance beyond a download or a pilot. The focus is on customer needs, alternatives, and sales engagement. Win/Loss Interviews determine how and why customers make their competitive choices. The focus is on buyer criteria and vendor ratings, gathering critical comparative feedback about your product, marketing and sales engagement. Churn Interviews find out why customers do not renew contracts. The focus is on customer needs, satisfaction, competitors and substitutes. -
38
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. -
39
Brevet
The Brevet Group
The Brevet Group is a sales consulting firm that provides sales enablement training. We work with clients who have the vision and guts to re-imagine how they sell to modern buyers. We believe a different approach is needed. One that combines consulting, training, and technology. We achieve this by collaborating with clients to create customized, data-driven solutions - all with a focus on practical field execution. Mindset, skillset, and toolset to navigate the modern sale. Our modern sales training is customized. Engage more senior buyers and drive larger opportunities. Maneuver through complex solution opportunities. Differentiate with a focus on customer impact. Expand and defend current customer accounts. -
40
RiskMatch
Vertafore
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. -
41
LexisNexis Active Insights
LexisNexis
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. -
42
Reserv
Reserv
Reserv is an AI-driven insurance claims platform designed to improve how claims are processed and managed. It combines technology and expertise to deliver efficient claims handling across the property and casualty insurance sector. The platform offers analytics and reporting tools that provide actionable insights for claims and underwriting teams. Reserv uses an AI-powered engine to automate routine tasks while enabling adjusters to focus on complex cases. It supports global operations with teams across North America, the United Kingdom, and the European Union. The system is built with modern infrastructure, allowing easy integration with partners and rapid deployment of solutions. Reserv also emphasizes structured data capture to improve decision-making and operational visibility. By combining technology and human expertise, it helps organizations achieve better claims outcomes. -
43
913.ai
913.ai
Empower your teams with AI Agents and explore next-generation efficiency. We enable deploying custom agents in no time, customized, integrated and impactful. Use customized solutions within a few days live in production via our proprietary infrastructure. Focus on your core business while we run and maintain your AI solution cost-efficient. Our agents can take over hundreds of use cases in high-stakes environments where complex reasoning and accuracy are essential. Automatically draft reference letters for your employees. Automate your Inbox based on custom labels. With Neurons, we can automate any document-related task, build agents, and process documents. Neurons are intelligent and can be seamlessly connected to other tools. With 913.ai, organizations in sectors such as insurance, logistics, legal, and beyond can accurately automate office work with the option of keeping humans in the loop for added oversight. This allows them to focus on more important work. -
44
Direct Focus CRM
Direct Focus
Direct Focus CRM software gives your sales people the insight to understand customer needs and deliver flawless sales experiences. You can develop lasting customer relationships and secure feature rich support for your sales, service and marketing activities. Our lead management platform enables you to identify and engage top prospects early in the sales cycle. Gain visibility into all customer and lead information. It helps to prioritize leads, and qualify them with guided surveys. By streamlining the link between marketing and sales, you can convert more prospects into customers. With the opportunity management software, you gain insight into prioritized leads to seed your sales pipeline and introduce key contacts to influence the outcome of the sales process and accelerate buying decisions. It also helps you to capture product and sales information in one central place and enables salesforce collaboration. -
45
Earnix
Earnix
Data & analytics are at the core of Earnix-powered solutions. We employ world-class data science, analytical modeling tools, optimization algorithms, and machine learning capabilities in delivering the best priced and most personalized financial product to every customer, every time. We enable the development and integration of various traditional GLM/GAM and ML models with a focus on making sure these models can be appropriately leveraged for pricing, rating & personalization strategies. With this goal in mind, we developed a Hybrid Model which takes advantage of both the predictive power of ML models and the causal inferencing of classical statistical models. The Earnix solution includes a wide set of optimization algorithms geared to handle various pricing & rating structures, regulatory & business requirements, and market scenarios. The algorithms support solving complex portfolios, lifetime value, multi-product, rank, and customer-centric optimization problems. -
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OCTO
OCTO
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. -
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9Lenses
9Lenses
Influence your buyers with personalized insights. Identify and convert leads that are serious about buying. Enable sales with intelligence that convert leads into customers. Engage buyers with personalized business insights. Win deals by focusing conversations on buyer’s challenges. Focus on the best opportunities. Assessments personalize the buyer’s journey and tailor their experience. Shape buyer’s understanding of their challenges, needs, and opportunities. Demonstrate your expertise to buyers through personalized scorecards. Build trust & credibility before buyers speak with Sales. Distinguish your solutions from competitors. Identify leads most interested about solving their business problems. Increase marketing-generated pipeline. Drive more meetings with Sales. Real-time assessment results enable Sales to follow up immediately. Leverage identified challenges to book new meetings. Close more deals by tailoring the conversation to the buyers’ challenges. -
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Cirrus CRM
Care Of CRM
Every company and sales process is unique. Cirrus CRM has everything that you need, and if you need that little extra we can customise it to fit your organisation precisely. And with the help of our expert sales team, we will help you optimise and implement your most efficient CRM tool yet. Help your sales team identify, prioritize and explore your current relationships. Segment your customer base with the help of real sales data from your ERP and finance systems, focus on your A & B customer base along with your pipeline of prospects and quickly deploy tasks and activities. Now easily get an overview of the status of deals that are about to close or the ones that need a little push and even the ones that are not moving at all. Remove the dead opportunities and help your sales team focus on the opportunities that matters. -
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Assurance Reimbursement Management
Change Healthcare
An analytics-driven claims and remittance management solution for healthcare providers who want to automate workflows, improve resource utilization, prevent denials, and accelerate cash flow. Increase your first pass claim acceptance rate. Our comprehensive edits package helps you stay current with changing payer rules and regulations. Heighten your staff’s productivity with intuitive, exception-based workflows and automated tasks. Your staff can access our flexible, cloud-based technology from any computer. Manage your secondary claims volume through automatic generation of secondary claims and explanation of benefits (EOB) from the primary remittance advice. Focus on claims that need your attention with predictive artificial intelligence into problem claims. Resolve errors faster, and avoid denials before submittal. Process claims more efficiently. Print and deliver primary paper claims, or add collated claims and EOBs for secondary claims. -
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Milliman
Milliman
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.