Alternatives to SohamLife
Compare SohamLife alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to SohamLife in 2024. Compare features, ratings, user reviews, pricing, and more from SohamLife competitors and alternatives in order to make an informed decision for your business.
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1
Macaw
Nest Innovative Solutions
Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Service Providers. 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. Macaw AMS is expected to cut down cost per policy by 30%. -
2
NextAgency for Health & Life Insurance
Take44, Inc.
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.Starting Price: $60 per seat per month -
3
IMPACT Insure
RiskFree
IMPACT Insure is the next generation of risk insurance and back office software for the insurance sector. Whether you are a small MGA or a large Insurer, we have a solution which can be tailored further to meet all of your business needs. This means in many cases you could have a much more automated system. IMPACT is designed for risk insurers, general insurers, insurance brokers, Syndicates and MGA’s. The flexibility of the system means we can support any type of business including marine, aviation, buildings, life, motor, medical, general, pet, re-insurance and more. Clients range from large established multinational insurers to small or medium organizations who are looking for the right software to help them expand and grow. IMPACT allows complete customer management and multiple policies for different business types. It can also handle claims and has a full paperless office document generation and management system built-in. -
4
Agiliux
Agiliux
Agiliux offers a suite of software-as-a-service solutions for the insurance industry to enhance distribution efficiencies and improving customer experience in the Asia Pacific region. Agiliux is the first fully configurable, modular, enterprise-grade, no-code insurance platform for omnichannel distribution, policy admin, and claims powered by open insurance APIs. Agiliux's no-code insurance application builder enables general and life insurance companies to configure and deploy any product at record speed, and across any cloud. The platform is more flexible and adaptable than any other comparable system, allowing for ease of product innovation, and swift integration with existing legacy systems. Agiliux platform can seamlessly integrate with any 3rd party systems or providers worldwide. We have a strong and dedicated after-sales technical support team. Our team is ready to support via the appropriate channel that meets your needs, from any country. -
5
Msg Life
Msg Life
msg life has been setting standards in the market since 1980 with its software and consulting solutions for insurance companies. Many customers all over the world rely on our expertise and professional know-how. With offices across Europe and branches in the USA, we offer standard solutions for rapid roll-out as well as customized services across all insurance sectors. Our industry knowledge is unequaled in the market and will give your company decisive competitive advantages. Our products and solutions are not only deployed successfully in life insurance and retirement planning, but also for non-life, personal liability, and health insurance. msg life creates intelligent ideas and solutions that are key to your success. We are helping our customers overcome the challenges of digitisation sustainably, reliably and with a sense of perspective. Our portfolio extends from customized consultancy and professional services to mature standard software products and all-inclusive solutions. -
6
Profida
Computer Science Software
PROFIDA® is our flagship software solution aimed at all sectors of the Financial Services and Insurance Industry. For you as an insurer, underwriter, broker or adviser this means specialized functionality and support to achieve high-sophisticated practice management and high-level client service. For our clients with bigger and different operating interests, this means achieving efficiency with high-volume business, cross-selling opportunities, and a holistic managerial overview of all business units. PROFIDA® offers ubiquitous access to your data via an ordinary browser interface from wherever you are. You can use your desktop computer, laptop, iPad, iPhone and Android devices. We support Windows, Apple Mac and Linux. It is the first software platform which is used in both, the life and non-life sector. Thus, making PROFIDA® the ideal software suite for any firm marketing composite financial services products.Starting Price: $1000 per month -
7
ALFRED Claims Automation
Artivatic.ai
Filing claims are complex and critical processes. More than 60% of people do not file complex due to its complex processes and time taking nature. Artivatic’s dedicated claims platform for each insurance vertical helps insurance businesses to enable digital claims journeys, self-claims processing, automated assessment, risk & fraud intelligence and claims payout. ONE PLATFORM FOR ALL YOUR CLAIMS NEEDS. End to End Claims Automation and Assessment Platform AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL CLAIMS – DEATH CLAIMS – FIRE CLAIMS – SME CLAIMS – BUSINESS CLAIMS – COMMERCIAL CLAIMSStarting Price: $10/claims/month -
8
InsureEdge
Damco Solutions Inc.
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. -
9
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. -
10
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. -
11
AgencyBloc AMS+
AgencyBloc
AgencyBloc, the #1 Agency Recommended Management Platform, supports life and health insurance agencies with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more.Starting Price: $105.00/month -
12
TIS
Comtec Global
An integrated general insurance software designed for insurance companies processing all personal and commercial lines of business. All TIS modules draw their information from a single instance database and business rules repository. The application supports the entire spectrum of core insurance-related functions including client administration, underwriting, policy and endorsement generation, claims management, co-insurance/reinsurance handling, billing and collection of payments, cash receipts and disbursements, agency and commission management, production processing and management reports - all combined within a multi-company, multi-currency and multi-lingual system. Reinsurance accounting and automated underwriting systems. Insurance Products Generator and rating tool. Policy Administration. Billing and Collection. Claims management software. Agent commission management. -
13
INSURA
INSURA
INSURA is an insurance technology partner for the insurance industry to increase their market, giving more facilities for their agent and leveraging the corporate image at the same time. We provide secured web and mobile-based applications that can be accessed anytime and anywhere. As a digital transformation partner to clients, Insura provides services and solutions that are led by business and technology consulting, seamlessly translating strategies into execution. Insurance is a member of Batavianet. Analyze the customer's financial needs based on their risk profile. Making proposals from client gadgets is very easy, anywhere and anytime. Submit new business in real-time, integrated to payment gateway. Agent after Submission will receive the status of the application from Head Office System about their customer application status. New businesses can make comments or feedback about agents e-submission eq. lack of ID document, birth date not readable, etc. -
14
AgentExpress
AgentExpress
AgentExpress is not your typical quoting and enrollment platform. We've modernized the traditional CMS experience to set brokers up for success in the ever-changing landscape of insurance professionals. A foundation of technology, training, and support differentiates our agents allowing them to create truly incredible experiences for their clients. Built with decades of experience in the insurance and technology space. The AgentExpress platform is the industry leader in Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life quoting and enrollment broker technology solutions. Working with AgentExpress, you'll have a team dedicated to your success. Grow your business with in-depth product, technology and sales training. Train with our team, attend our weekly webinars, or learn at your own pace with our industry-first micro learning platform for insurance agents. -
15
AdInsure
Adacta
AdInsure insurance platform ensures insurance businesses keep up with industry changes. It connects and supports all insurance teams, helping them work smarter, launch faster, and provide modern CX. Built around best practices, AdInsure acts as a foundation of award-winning solutions: AdInsure for Non-life, Life, and Commercial insurers, and AdInsure for Brokers. Features for insurance business teams: • Core Systems: PAS, Billing and Collections, Claims and Recoveries, • Non-Core features: Commission management, Reinsurance • Digital tools: agent portals • Data Analytics Change-management capabilities for IT and operations: • No code/low code compliant architecture • A modern integration framework that includes out-of-the-box API • AdInsure Studio: an end-to-end tool for product design, testing, and distribution • Cloud support AdInsure is a single, unified platform that connects your insurers with emerging technologies, service providers, and partners. -
16
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. -
17
Proformex
Proformex
User-friendly technology that helps you simplify post-sale servicing. A single, secure system of record and reporting for your life insurance and annuities data. -
18
Polygonal
City Computers
Polygonal builds upon the strength and rich functionality of earlier versions and combines it with the latest Microsoft VB.Net and Business Intelligence technology to provide a comprehensive solution able to respond efficiently and quickly in the dynamic market of today. Polygonal, a modular, multi-currency, underwriting, policy/claims administration software solution integrated with transactions, reinsurance, accounting, messaging, data warehouse reporting, document management, and workflow modules to provide a full end-to-end business process with tangible results. Polygonal, designed from a business prospective using City Computers specialist team. We have many years' experience working in the insurance market as practitioners as well as solution providers. -
19
AUSIS
Artivatic.ai
AUSIS – Full-stack Behavioral Underwriting AUSIS enables insurance businesses to provide in-depth underwriting, scoring & decisions in real-time. AUSIS provides reduction in cost, time, risk & fraud with enhancing efficiency, decision power, alternative scoring and more. AUSIS helps increasing STP from NSTP and also enables non-invasive methods of health data aggregation from AQI, Location, Mortality, Social, Photo, Video, Health Devices, Weather, Sanitation and more. AUSIS reduces up to 40% reduction in per policy issuance.Starting Price: $10/month/user -
20
Insureio
Insureio Technologies
Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.Starting Price: $25 per month -
21
Sureify Lifetime
Sureify
Lifetime: acquire, service, and engage with one platform. Lifetime solves some of the biggest problems faced by life and annuity carriers today. This accelerated underwriting eApp product drives direct-to-consumer, call center, and advisor sales. With LifetimeAcquire, configuring questions, flows, and UI elements is simple and non-technical so that you can continually drive sales across all your channels. LifetimeService provides comprehensive digital self-servicing for your customers. It empowers customers to securely manage everything from payments to beneficiary updates. No more faxes or mailers. LifetimeEngage fosters a lifelong relationship between you and your policyholders, driving brand loyalty, increased persistency, health and wellness initiatives, purchasing decisions, financial education, and more. -
22
TL LeadManager
TargetLeads
TL LeadManager® is our lead management system designed exclusively for Life and Health Insurance Agents. Managing your Medicare Supplement, Long Term Care, Final Expense and Annuity leads has never been easier. If you don't have or don't love your current lead/contact management system, you need to check out TL LeadManager. This feature rich, easy to use contact management system, CRM, is designed to minimize the time you spend working leads and maximize your selling time. Reduce your paperwork, be more organized than ever before and start selling more policies. Used in conjunction with TargetLeads® we can make your direct mail marketing efforts as seamless as possible. Whether using Turning 65 lists for Medicare Supplement or any other kind of insurance leads, TLLM will allow you to manage, follow-up and run reports on all of your campaigns.Starting Price: $40 per month -
23
DXC Assure
DXC Technology
DXC Assure, an integrated software solution, helps insurers worldwide support digitally savvy consumers and manage the dual agenda of building the new and tackling the legacy. The right insurance ecosystem enabled by a digital insurance platform can accelerate the consumption of new technology and new data sources to support new products. It also provides an approach to transformation with the flexibility to respond quickly to future change. DXC Technology (NYSE: DXC) helps global companies run their mission-critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services to drive new levels of performance, competitiveness, and customer experience across their IT estates. Learn more about how we deliver excellence for our customers and colleagues at DXC. -
24
AURA NEXT
Reinsurance Group of America
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. -
25
Equisoft/illustrate
Equisoft
Powerful insurance illustration software that helps your advisors present like pros, because it does everything for them. Recognized by Celent as an industry leader in the 2020 Life illustrations report. Leverage multiple solves, run what-if scenarios, compare full products, or just features. Show insurance benefits with a single click, and compare against other financial products or strategies. Our solution is fully web-based, but can also be deployed offline on a laptop if needed. And even if it’s offline the same rules, rates and calculations can still be shared. -
26
ALIP
Accenture
A powerful SaaS solution giving you a competitive edge. Deliver new and tailored products faster, speed issuance and service, and streamline business operations. Empower a digital-first strategy to fundamentally change the way you engage and interact with your customers consumers, producers and agents alike—across all stages of the policy lifecycle. The Accenture Life Insurance & Annuity Platform (ALIP) is proven in its ability to help organizations transition to the speed and agility today’s economy demands. And we are leading the way—with our innovation, R&D, cloud experience and on-going investments—for carriers like you to drive digital transformation and operational excellence that enables you to more profitably get and keep happy customers. With ALIP you get one of the most innovative, fully configurable, feature-rich solutions on the market. -
27
Equisoft/centralize
Equisoft
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Our insurance agency management software powers your business with out of the box business processes built by industry insiders. Policies sold and commission projections are just a few of the key reports that track operations. Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds. -
28
InsuranceDrip
Xeddi
InsuranceDrip provides a web-based automated social media marketing tool aimed specifically at insurance agents. Among its many features are the creation of customized agent websites, integrated e-mail newsletters, and social media marketing in websites such as Facebook, Twitter, Google+ and others. The platform also allows each agent to track the engagement level of any potential customer in order to facilitate sales.Starting Price: $89.00/month/user -
29
JET Insure
JET Health Solutions
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. -
30
Gen4 Agency Management
Gen4 Systems
An agency management system the whole team will use. From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use. The Gen4 sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency. Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency. Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.Starting Price: $195 per month -
31
AgentSync
AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems. -
32
Prima XL
Prima Solutions
The cloud-based, powerful and intuitive Prima XL (formerly WebXL) is a reinsurance software that collects, centralizes, and analyzes all data for insurers, reinsurers, and brokers. Prima XL tracks all the information related to your reinsurance policies (treaties and facultative policies, claims, incidents, accounting data, technical data, auxiliary data, financial data, and more). You can manage all of your policies, from their underwriting to their switch and renewals. Prima XL is a flexible solution tailored to international organizations using multiple currencies and multiple GAAP requirements. With Prima XL, all of your reinsurance policies are in one place within the platform for greater visibility and security in your data processing. Prima XL handles all types of contracts, including treaties, facultative reinsurance, proportional and non-proportional contracts, excess loss, stop loss, quota share, and more. -
33
Breathe
Breathe
Hybrid distribution driven by advisors, consumers, or a combo of both, unleash the future of life insurance distribution. The best digital solution is the one that solves your business objectives. The modularity and flexibility of the Breathe Life Platform cater to this exact need. We provide insurers with a solution that can be used in part or in full. The Breathe Life Hybrid Distribution platform offers advisors a flexible and unified selling experience, gives carriers access to powerful data analytics, and provides consumers with a modern buying experience that creates trust and long-term loyalty. Leverage the most advanced eApp with a suite of cloud-based tools to manage leads, customers, and their life insurance applications, for advisor-driven, self-serve, or a hybrid of both. Breathe Life is a company started by a group of energetic founders who understand the value of life insurance and were determined to find a better way to distribute products. -
34
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 -
35
Insight Enterprise
Insight Decision Solutions
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. -
36
MediaAlpha
MediaAlpha
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. -
37
FirstGen
NTT DATA FA Insurance Systems
FirstGen is NTT DATA's answer to the challenges faced by P&C insurers. FirstGen is a new generation, web-based policy administration system, which covers the full cycle of insurance operations from point of sale right through to the general ledger. FirstGen supports all classes of P&C insurance to cater to the insurance industry's requirements. FirstGen makes full use of parameters, tables and rule engines for the configuration of products including rating and authorization levels. The externalization of business rules, allow changes to be quickly made without any coding changes. FirstGen is flexible, scalable and can quickly be deployed. Additionally FirstGen supports multi-currency transactions along with multi-lingual capabilities. Offered by NDFS, FirstGen Cloud provides end-to-end management of core insurance processes along with OPEN APIs and integrated services that deliver delightful user experience across various digital touchpoints. -
38
TBW (The Broker's Workstation)
Rival Insurance Technology
TBW (The Broker's Workstation) Integrated Management System is a true fully integrated SEMCI solution for insurance brokers across Canada. The Broker’s Workstation (TBW) is a fully integrated suite of automation tools designed to support the operations of property and casualty insurance brokers and agents. Built with CSSI's industry-leading, real-time technology, TBW is continuously enhanced to help brokers stay competitive and better serve their customers. TBW integrates the following components within one system, allowing the broker to maximize efficiencies: IntelliQuote Rating and Underwriting. IntelliQuote is a rating, quoting, and underwriting system with Home/Tenant/Condo, Personal Auto, Commercial Auto and Agro. Real-time rating and upload. CSIO application and pink card generation with direct to company upload capabilities. 1,800 Insurance Company/Region/Line rate manual supported. API rating and direct company rating available. -
39
Bond-Pro
Bond-Pro
Bond-Pro’s fully integrated enterprise software suites enable Surety professionals to streamline and automate the entire life cycle of Commercial, Bid and Contract Bonds. Newly engineered from the ground up, utilizing state-of-the-art, high performance technology and architecture: multi-tier scalable, fully web based, responsive, zero footprint client, services oriented architecture, and conforms with the latest information technology, security & compliance best practices. A streamlined, easy-to-use, interface accessible anytime & anywhere by geographically dispersed executives, underwriters, CSRs, agents, and direct principals via an internet connection and web browser. Commercial, Bid, Contract & Fidelity Bond Lifecycle Management tightly coupled with Account Lifecycle Management within a single system and one unified interface eliminating the large overhead associated with maintaining multiple systems that are traditionally siloed and not integrated. -
40
IIBS
Asian Business Solutions
A comprehensive intelligent technology and system solution unparalleled in its class to back insurance and re-insurance brokerage operations. The Integrated Insurance Brokerage System combines ease of use with rich and practical software features powered by Oracle Technology. It is the solution-of-choice of insurance and reinsurance brokers to deliver quick insurance coverage, renewal, collections, remittance, claims processing and online financial reports. The IIBS provides an efficient single point of data entry while allowing secured access to information by multiple authorized users across the Local/Wide Area Network and/or the Internet Asian Business Solutions, Inc. has drawn on its years of experience in information technology and insurance brokerage to architect this enabling business engine to keep you ahead of competition. The IIBS delivers enduring value to empower your enterprise. -
41
ww.Winsure
SFS
It is the basic insurance product that enables the management of all insurance business processes. It has a full service and web-based smart interpretation technology that can be applied to the end-to-end insurance solution, enabling the management of all insurance business processes from end to end (policy management, claims management, reinsurance management, collection management, accounting management, stakeholder management, workflow management system, etc.). It is the basic insurance product that is in contact with all alternative sales channels, including mobile. End-to-end insurance is designed to direct the strategies of insurance companies, to make rapid strategic changes, and to ensure the sound implementation of change. With end-to-end insurance, personalized new products can be created in a short time without the need for software development and change management can be provided with the same flexibility. -
42
teamthink
Athenium Analytics
Optimize your claims and underwriting QA review processes. Quality assurance drives quality results. teamthink® is a powerful SaaS insurance audit suite for claims and underwriting reviews. It replaces spreadsheets, databases and legacy audit systems forever. The teamthink QA software helps quality assurance teams manage audit reviews with greater speed, volume and accuracy. Its comprehensive measurement, analysis and reporting tools deliver actionable information that benefits QA, business managers and company-wide performance. Measure performance and analyze results against your best practices, KPIs and compliance requirements. Develop reviewer questionnaires and audit forms that fully support your specific quality assurance goals. Visualize results using standard reports and dashboards to quickly understand key metrics. Increase productivity with questionnaires that display only pertinent information based on the facts of the file. -
43
Vertafore AIM
Vertafore
Specialized and hard-to-write risks are the foundation of any MGA, MGU, or wholesale broker’s business. Designed specifically for Managing General Agents and Managing General Underwriters, AIM centralizes your underwriting, accounting, and claims operations for a more efficient and profitable insurance business. AIM brings an intuitive solution to unique processes and transactions, functionality that eliminates duplicate data entry, real-time reporting capabilities, and integrations with industry partners. Spend less time on operations with the ability to clear, quote, bind, and invoice from a single system. Verify that invoicing, taxes, and fees are correct—so you know what commissions to expect. Simplify operations with the ability to create, track, and pay claims while monitoring for fraud. -
44
Hi Marley
Hi Marley
Experience the Hi Marley texting platform, connecting carriers and their partners to the end customer for that moment of truth. For claims, underwriting and policy interactions, Hi Marley has insurance carriers covered! Our integrated, AI-enabled texting solution allows insurance carriers to deliver a seamless and modern communication experience that today’s insureds expect. The Hi Marley platform is solely designed for the insurance industry, offering best-in-class features and functionality aimed to delight end customers. Representatives interact through our web-based application while customers communicate through a simple text conversation — no app download or webpage visit necessary. When selecting Hi Marley, you’re not just choosing a texting platform, you’re investing in your customer’s journey for a better way to experience insurance. Our team comes from deep-rooted insurance backgrounds, solving the problems we know exist. -
45
PolicyFlow
PolicyFlow
Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.Starting Price: $70 per user per month -
46
Athenium Analytics
Athenium Analytics
Athenium Analytics enables insurance carriers to find new opportunities for growth, efficiency and continuous improvement. We offer industry-leading insurtech software that helps carriers drive quality, improve performance and write smarter business using predictive analytics and actionable insights. Leverage AI-enabled imagery analytics, predictive models and proprietary risk scores to identify and manage risk. IRIS can help you quickly identify property characteristics and manage your portfolio exposure using AI-based computer vision and geospatial imagery. Our other risk solutions empower your underwriting and claims teams to better manage risk. -
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LexisNexis Attract
LexisNexis
LexisNexis® Attract™ scores help insurance carriers conveniently and accurately classify insureds and applicants according to their risk potential, leading to improved underwriting. LexisNexis® Attract™ scores help insurance carriers conveniently and accurately classify insureds and applicants according to their risk potential, leading to improved underwriting. Now, with Attract™ 5.0, carriers have access to our most predictive models yet. For more than two decades, LexisNexis Risk Solutions has helped improve rating, pricing, and underwriting decisions for the insurance business. These solutions span the home, auto, and commercial markets. Superior loss predictability, regulatory, compliance, and easy implementation that improves business outcomes remain core to the Attract™ suite of scores. The next generation, AttractTM 5.0 solution provides carriers the ability to make even better use of consumer credit information to improve underwriting efficiency further. -
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Mindware Insurance Agency System
Mindware Systems
We provide comprehensive solutions for small and medium companies in improving quality and productivity of work at a very competitive price. MIAS is specially designed for Insurance Agencies and Agents. Powerful, Easy-to-Use, Affordable, Lower maintenance costs, Fast and effective systems implementation and integration. It can handle your daily tasks as well as accounting statements. We can import the data from the program you are currently using to MIAS. Enter quotations, policies, endorsements, renewal notices, payments, commissions and generate outstanding payments & sales reports. Scan all your documents Proposal Forms, Schedules, CI’s, Endorsements, claims and link them to policies so that you don’t have to search hard copies. Templates are specially design input screens for each class of insurance. Find Policies by any given details (eg. Customer telephone, Name, Address, Policy number, endorsement number, etc…). -
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LifeGuide
CompuOffice Software
The LifeGuide® Professional software is produced independently of all insurance sales and marketing organizations, without any direct or indirect affiliations with any insurance marketing organization. The primary focus is to benefit the insurance buying consumer in the most objective, complete and professional manner. As a consequence, LifeGuide® subscribers enjoy the widest and continuously increasing service and competitive edge and advantage. The LifeGuide® Professional Software covers the entire range of life insurance products. No other independently produced life insurance research, comparison and information software in Canada provides the number of products, the number of companies and the level of comprehensive research and comparison facilities, features and tools that are provided to professionals on the LifeGuide software. The range of products on LifeGuide includes: -
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Surefyre
Surefyre Systems
Surefyre is the best submission automation platform for modern P&C MGAs, wholesalers, and carriers. Surefyre's flexible no-code configuration allows you automate virtually any line of P&C insurance. From full automation to high-touch underwriting, workflows can match your ideal business process. Configurable web applications with embedded underwriting requirements, right on your site. All the data you need to offer immediate approvals. Maximize the speed, efficiency, and accuracy of your team with automation. Surefyre assigns, informs, tracks, and delivers everything for you. Easily understand how your business is doing with on-the-fly custom reports. Surefyre transforms your data into a valuable asset allowing your entire team to make data driven decisions. Easily integrates with third party systems for carriers, accounting, claims, rating, back end, and custom solutions. You can also leverage virtually any new insuretech and enterprise application through Surefyre's open API.