Alternatives to Xanatek

Compare Xanatek alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Xanatek in 2024. Compare features, ratings, user reviews, pricing, and more from Xanatek competitors and alternatives in order to make an informed decision for your business.

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    Jenesis Agency Management
    Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.
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    Verity

    Verity

    VRC Insurance Systems

    Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.
    Starting Price: $150/user/month
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    OneLink

    OneLink

    Intruity

    OneLink was created with the agency owner in mind. We were born out of the desire to obtain a more comprehensive and advanced technology base for the insurance industry. OneLink leads the industry as a complete and diversified solution. OneLink gives you complete control of your agency. Easily create hierarchies and manage user access. Keep track of potential clients as well as repeat business. Spot new opportunities to expand your insurance services, all in the same system. Track payments and process commissions with ease. OneLink can handle both manual and automatic processing, and is totally customizable. OneLink generates multiple reports containing production data, policy summaries, call performance and commission tracking. OneLink provides this data almost instantaneously. We recognize the insurance industry requires a unique set of functionality when it comes to lead management. OneLink uses ForcedLead technology to support your agency with up to date contact opportunities.
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    EZLynx

    EZLynx

    EZLynx

    Each EZLynx product integrates with our comparative rater and agency management system to provide a single platform. Bundle products to increase efficiency or purchase them separately. EZLynx provides innovative insurance software that helps streamline your agency’s workflow. You can bundle products to supercharge your agency's productivity or purchase products individually to meet the unique needs of your business. Each product integrates with our comparative rater and agency management system to provide a single platform to manage customers through their full life cycle. From real-time home and auto quoting on your insurance agency website to email marketing, EZLynx has a solution for you. The cloud-based system allows agents to maximize client acquisition and client servicing through the full client life cycle. Find each of your customer's quotes, policies, and documents in one place.
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    Apizeal

    Apizeal

    Apizeal

    Insurance Agency Management System. The comprehensive HIPAA compliant software for independent agencies and agents, created specifically to solve the problems that you and your team face every day. Industry-Specific Technology at your fingertips. Manage Your Insurance Business from Anywhere, Anytime Apizeal is a cloud-based insurance agency management system that helps independent agencies and agents to evolve and grow their business with an industry-specific platform. The system integrates policies and client management with commissions processing, E-Contracting, marketing automation, and lead generation tools. All you need in one organized and secure place. Why choose Apizeal? Become The Leader In Your Market With The Right Solutions. We have designed each solution based on what insurance agencies and agents need to be successful. Agency administration. Drive an efficient HIPAA compliant agency. Apizeal saves you time, money, and resources by improving your workflow automatically
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    Newton by Agency Systems
    Newton by Agency Systems provides insurance agencies of all sizes with reliable, full-featured insurance agency management software systems for commercial and personal lines retail agencies, brokers, and general agencies. Even the most stable agency management system provider is of no value unless they are willing to commit all of the resources required for a successful transition, including the unlimited training and support your agency needs. Experience proves that some agencies require more individual attention than others, and you should demand that support without question and without additional fees. We’ve been diligent in creating intelligent agency management software that will empower you to work smarter and more efficiently. Our innovative user interface offers capabilities and design features unlike anything insurance agencies have seen before.
    Starting Price: $185.00/month
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    Agency Matrix
    The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface, and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard. Agency Matrix reduces the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production. Save time and money with automated reporting and telephone integrations that automatically launches a client’s account based on the incoming phone number.
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    Applied Epic

    Applied Epic

    Applied Systems

    The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your agency on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies. Give employees a simple, intuitive user experience. In just a few clicks, they can view account and policy details, complete a quote, file a claim, and remarket a renewal.
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    Cratchit LTX

    Cratchit LTX

    Systeme Software

    Whether you run the licensing department for an insurance carrier, work in a call center, or run a small agency, the licenses and appointments of your agents are critical to your ability to do business. Systeme Software proudly offers Cratchit LTX™, designed to give you the efficiency and flexibility you need to meet your goals. Since 1983 our software has helped insurance professionals at all levels keep their data under control allowing them to manage the day-to-day issues that come up in the insurance business. Our easy, user-friendly software is intuitive and works without any special requirements. It's entirely web-based so you never have to download, install, or update a thing. Cratchit was created in 1983 by PC Designs, Inc. of Wayne, PA. Compliance with state, local and federal laws is critical to your company. With Cratchit LTX™ you never need to worry about the status of your sales force and their licenses again. We keep up with those rules and keep our software current.
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    Solartis Platform
    Solartis offers both groundbreaking technology and on-demand administrative services, or a combination of both, to solve your policy administration challenges. Replace cumbersome legacy technology with flexible microservices. Build custom solutions to simplify the process of purchasing and managing insurance. Stop creating workarounds for legacy technology. Adopt agile microservices and dedicate time and effort to innovation. Reduce project risk and expedite development efforts. Select just what you need for your consumer portal, agency system, or full-blown carrier underwriting system. A startup commercial auto insurer needed to issue new business policies while developing their long-term extendable policy administration system. CHIC selected Solartis to provide BPO services to support current business while CHIC and Solartis built out their innovative microservices-based solution.
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    Canary AMS

    Canary AMS

    TechCanary

    TechCanary is a premier technology company that offers cutting-edge software solutions for brokerages, insurance agencies, and agents. With TechCanary's core product, the Canary AMS, the company aims to provide an analytics-driven, cloud-based agency management system (AMS) that maximizes agent productivity and improves customer service. Built 100% natively in Salesforce, this number one insurance solution helps brokerages and agencies successfully manage their policies and meet all their sales and service needs.
    Starting Price: $100.00/month/user
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    AgentCubed

    AgentCubed

    AgentCubed

    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.
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    TIS

    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.
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    BriteCore

    BriteCore

    BriteCore

    BriteCore is a cloud-native core insurance platform for P&C insurers that unlocks business growth, delivers greater productivity, and provides a modern customer experience. With the BriteCore Platform, insurers easily administer policies, manage billing and claims, rapidly configure new products, and access detailed reporting and analytics in an all-in-one core system, including agent and policyholder portals. Trusted by over 90 insurers across North America, BriteCore’s policy administration solution enables medium size carriers and MGAs to efficiently manage their insurance operations and effectively compete with the largest providers. For more information, visit our website and connect with our team.
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    Agency AutomationTEAM

    Agency AutomationTEAM

    Agency AutomationTEAM

    CP Manager was designed based about what agencies have desperately wanted in an agency management system. It took an insurance automation consultant to design this system. Adding a client and policy is incredibly easy, servicing clients is easy. CP Manager is so easy we even did a webinar specifically on how we created such an easy to use system. Two years prior to releasing CP Manager we gave a number of CSRs access to CP Manager, offered no training and then got detailed reports on how we could make CP Manager even easier. You'll learn about the design of CP Manager and the things we did to create a highly productive system so you can create a highly productive agency which means your staff will be able to manage a larger book of business. You and your staff are sending and receiving emails many times through the day. By building emailing into CP Manager and integrating it tightly in the system emailing in CP Manager is far more efficient and a lot less steps!
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    IMPACT Insure
    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.
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    Prime Insurance Suite
    Prise is a new-age Policy Administration System that is amazingly flexible and configurable. It enables easy automation and customization of Insurance products. Insurance carriers, MGAs, Agents, and Brokers can all benefit from using this complete solution, which combines software with end-to-end implementation services, application hosting, a 24/7 help desk, and marketing support. Build new or customized products in a short time, and launch them to gain the first-mover advantage over the competition. Provide customized pricing and package offerings based on consumer needs. Make routine Rate revisions and changes, Underwriting rule changes, or Form changes using the highly-configurable system and eliminate the usual delays and costs of a programming intervention. Based on the size of implementation, businesses can measure their ROI with Prise and break-even within the first or second year.
    Starting Price: $5000 per month
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    Eclipse

    Eclipse

    North American Software Associates

    Eclipse offers the robust features independent insurance agencies need, without burdening their budget. It’s the ideal tool for tracking data and hitting sales goals. Make digging for client data and deal with external accounting platforms' problems of the past. With Eclipse, your agency can automate many of its manual processes and give agents more time to connect with current and prospective customers. The Eclipse Agency Management System follows a per-user pricing model. With per-user pricing, there is no mystery behind how much the software will cost. Instead, agencies always have a clear idea of what their investment will be, and they are in control of whether the costs go up or down. When your agency grows and you add more agents, those agents will become new users. If your agency operates or acquires additional locations, Eclipse's Multi-Agency scalability allows your system to grow with your business.
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    Agency Impact

    Agency Impact

    Agency Impact

    Meet Agency Impact, a new, reliable and powerful solution, built with simplicity from the ground up by retired insurance agents for insurance agents. Best of all, it was designed to work with your PC, laptop, tablet or smartphone anywhere and anytime. We have launched the most cost-effective web-based insurance agency management program on the market today. Whether your agency is large, small or in between, we pride ourselves on providing the best solution for your insurance management needs, a sophisticated investment at modest pricing. Agency Impact works the way you do. It delivers excellence, plus, superior and unsurpassed flexibility. By utilizing the power of the Internet, Agency Impact allows you to share up-to-the-moment customer information, access crucial files and view your critical data and make the right choices, from your office, on the go, or from the comfort of your home.
    Starting Price: $49 per month
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    AGENCYMATE

    AGENCYMATE

    AGENCYMATE

    AGENCYMATE is like a best mate, our platform supports Agents across all aspects of their business, we like to think of ourselves as an extension of your agency, your very own virtual AGENCYMATE. AGENCYMATE is a powerful fully integrated and automated agency management solution that helps Agents provide full customer lifecycle lead-to-sale-to-service excellence every. single. day. With so many agencies and insurance products in the market, it is important to find a platform that helps you maintain a competitive advantage and win customers! With AGENCYMATE your agency can be operational in minutes with intuitive easy guides to get you working on leads straight away! Amaze your leads with fast personalized responses and provide your team an easy lead nurture process to make sure you don’t miss a sale! Don’t just manage, thrive with confidence with AGENCYMATE, the only all-inclusive mobile agency platform designed by agents, for agents.
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    Veruna

    Veruna

    Veruna

    Leveraging the Salesforce platform, Veruna is bringing to insurance what 80,000 businesses in other industries have already been using for years. Finally, a system your agency can configure to sell more, be more efficient and serve your customers better. Veruna is the revolutionary insurance management system purpose-built to unchain you from what's held you back for years. Putting the agency first, Veruna allows agencies to configure their software to match their unique business processes by building customer workflows, and automated back-end processes and interacting seamlessly with tools and customer-direct websites and portals. It’s time for forward-thinking independent agents to take up the banner of change, demanding more than the status quo that dominant providers have been serving up for years. With Veruna, agencies can easily configure their systems to prioritize what matters the most to their businesses - helping customers, growing business, finding unique solutions, etc.
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    AgentExpress

    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.
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    Mindware Insurance Agency System
    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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    Agentero

    Agentero

    Agentero

    Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape. Predictive pipeline converts existing data into actionable insights. You get a data-fueled pipeline that proactively surfaces cross-sells, up-sells, and other opportunities - at the right moments, so you know exactly how to use your time. Smart workflows let you work more efficiently. You get a powerful layer of client interaction tools to streamline communication, automate mundane tasks, and cut down on busy work.
    Starting Price: $99 per month
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    InsuraSphere
    InsuraSphere is a full suite of products and solutions that grows with your business. InsuraSphere is the complete suite of products designed by insurance people, for insurance people. Keep track of essential information across your business, like policies, quotes, claims, agents, and more — all in one place. Streamline your processes by using InsuraSphere’s integrated policy form management system. Give your stakeholders access to the information and workflows they need with agent and insured portals. Grant agents the ability to rate, quote, and issue their own policies based on your company’s business rules and role-based permissions. Customize your company workflows by added third-party integrations. InsuraSphere is designed for the evolving needs of carriers and agents. Whether you’re just starting, moving from a legacy system or want to bring your policy admin into one single product, InsuraSphere is designed to grow with your business.
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    Equisoft/centralize
    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.
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    INSURA

    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.
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    TIA

    TIA

    Sapiens

    The only response is agility. The Tia Solution is built to meet the ever-changing needs of major league, mid-sized and niche insurers who want to bundle and market services for more efficient customer engagement. Standardization and automation. Think: machine learning and AI. And think: Software-as-a-Service, IoT, open source and REST APIs. Our digital ecosystem empowers you to cover every link of every insurance value chain – and lets you cherry-pick the modules you need to connect efficiently with users. More than 20 years of developing insurance software has taught us that the only constant is change. Consequently, we create software that makes it easier for insurers all over the world to rapidly target user needs, not just system requirements. True to our Scandinavian heritage, we listen before we launch and turn our meticulous attention to detail into new design standards. Creating the future of insurance in close collaboration with peers, partners and customers.
    Starting Price: $500000.00/one-time
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    GreenWave

    GreenWave

    GreenWave

    The only enterprise-grade commission's management system dedicated to the Insurance industry. With over 30 years of experience in technology and insurance, he has made it his personal mission and his company’s mission to liberate, inspire and encourage his clients’ growth through the application of innovative technology and exceptional service. We have spent the last 18 years studying commission processes working directly with CEOs, COOs, and commission teams of insurance agencies, BGAs and IMOs. During these years, we noticed that growth-focused agencies, like your own, always get caught in one of the traps surrounding the commission process. Any of these traps will cause a bottleneck, slow down and restrict your growth, and make you miss out on profitable opportunities. In 2000, he started a company called SPI Software Solutions (later renamed to GreenWave) providing software and consulting to banking, financial, insurance, manufacturing, and law enforcement organizations.
    Starting Price: $55 per month
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    InsurIQ

    InsurIQ

    InsurIQ

    InsurIQ provides technology services and solutions, exclusively serving the insurance industry with a wide range of specialized resources and state-of-the-art products. Our flagship product is secure, flexible, and scalable for all areas of your business including A&H applications. InsurIQ's ACM allows agents to self-enroll and automate the workflows for those responsible for agent compliance. InsurIQ's DISE is our consumer-facing sales enrollment solution, providing full web and mobile access. Elevate your organization's capabilities through WorkflowIQ's powerful, yet simple automation features. Insurance processes often involve complex decision-making based on a variety of factors. Automating these requires sophisticated algorithms that can handle a wide range of scenarios. The insurance industry is heavily regulated. Any automated system must comply with existing regulations, which can be a moving target as laws and guidelines evolve.
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    InsuredHQ

    InsuredHQ

    InsuredHQ

    InsuredHQ is a mission-critical, cloud-based, insurance infrastructure application that provides complete end-to-end policy, claims, accounts, and document management systems for mid-market insurers, MGA’s (Managing General Agent), and Brokers. Our capabilities allow our customers to rapidly create products and sell policies to service a variety of business lines and has resulted in partnerships with some of the world’s most interesting insurers and channels to market across Australia, NZ, the US, and the greater APAC region. All of this is made possible through the InsuredHQ Core, our insurance administration platform, which makes scalable insurance solutions easy from a single seamless integration. Our stress-free setup process means our partners are quickly ready to go and can leverage an API that’s easy to integrate into any existing purchase path or distribution channel.
    Starting Price: 1% of premium
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    InsureEdge

    InsureEdge

    Damco Solutions

    InsureEdge is an end-to-end Insurance Software designed to help insurance businesses gain maximum value through its comprehensive modules. The highly customizable and configurable solution boasts of the industry’s best insurance processing functionalities. Suitable for multiple lines of insurance businesses, InsureEdge can effectively and efficiently manage and streamline workflows to boost performance, profitability, and accuracy. It supports a variety of everyday operations through back office automation and other modules including customer relationship management, policy administration, claims processing, and more. As a flexible and scalable insurance software, InsureEdge is the key to future proofing your business.
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    TBW (The Broker's Workstation)

    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.
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    Broksy

    Broksy

    Broksy

    Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time! Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage. All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze. While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales.
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    QuotePro

    QuotePro

    QuotePro

    Private-labeled mobile apps that enable your customers to shop, schedule service, accept payments and more from their mobile devices. Convenient online shopping solutions that integrate with your software system of record. Showroom and cashiering kiosks that make self-service simple and take all types of payments, including cash. Insurance is our history and we offer multiple insurance agency and carrier services that help you sell and service online. See your sales and marketing results real-time in easy to understand dashboards. Our call center technology provides a reliable payment and service option by phone. QuotePro has web, mobile and kiosk solutions that help you quote, sell and accept payments safely and accurately – online or in-store. Our analytics dashboard enables your team to accurately measure sales and identify growth opportunities for your business.
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    COREFIN Insurance Software
    COREFIN Insurance & Broker is a vertically customized management solution based on Microsoft Dynamics 365, which enables insurers and insurance brokers to manage their whole business and gain a 360-degree view of the customer. COREFIN combines the flexibility and the scalability of the platform in a user-friendly and intuitive way to help companies in the insurance sector systemize their business and analyze performance! Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures - all in real-time! All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze within CoreFin Insurance Core System.
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    FINEOS

    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.
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    ww.Winsure
    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.
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    Nexsure Insurance Platform

    Nexsure Insurance Platform

    XDimensional Technologies

    XDimensional Technologies has been in the business of providing a comprehensive platform for managing the insurance lifecycle for over 20 years. The Nexsure Insurance Platform was designed for the cloud from the start and today offers a complete insurance servicing suite that supports the entire insurance ecosystem. Nexsure enables a digital experience throughout the entire distribution and policy lifecycle by connecting the key stakeholders. The automation of critical workflows such as submission, underwriting, quoting, issuance, billing, and commissioning in the evolving distribution system within a single solution sets the Nexsure Insurance Platform apart from all others. With relationship management and automation tools built-in, real-time distribution partner, and client access portals, the Nexsure Insurance Platform empowers our clients to enhance their customer and partner relationships to achieve significant efficiencies as they better manage their business.
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    GIMS

    GIMS

    Tritech Financial Systems

    GIMS represents Tritech's efforts of being strategically positioned in the insurance industry with a system that currently incorporates the functionality of the complete insurance processing solution. It provides facilities for the establishment and administration of both property and casualty portfolios. It runs on modern technology, such as Windows, .NET, Oracle and SQL Server. GIMS is a modular client-based system supporting all lines of business and designed to support multiple companies, branches, provinces/states/parishes, and languages. GIMS open and flexible infrastructure is user-definable by way of the System Support Center (SSC). It enables flexibility in the definition and control of the automation of all business processes and desired functionalities, as driven by the client’s business requirements and strategic market directions. Reinsurance tracking across all contract types, facultative, treaty, excess, catastrophe.
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    SegFlexNet

    SegFlexNet

    Autorun Informática

    The SegFlexNET - Software for Insurance Brokers is ideal for you to manage your insurance broker .The technology is one of the most modern in the market, the system is very simple to use, the screens are intuitive and modern, the database is SQL, the support team is formed by great professionals with fast and agile service, all very well thinking and planned so that you have the best possible results. The growth of your brokerage starts now. Accessibility - With the cloud server, the broker can access his broker’s information from anywhere, he can take “his office” to his home, his client, holidays, fairs, trips, etc. Agility - Your broker’s information will always be at your fingertips, any time of the day or night, you will always have immediate information to provide to your clients Economy - It will not be necessary to invest in infrastructure to use the software. We will always be with our server updated and making periodic upgrades to it to ensure maximum performance.
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    FirstGen

    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.
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    teamthink

    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.
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    Aspire

    Aspire

    Impowersoft

    We are a leading provider of insurance agency management software solutions. Our focus is to provide our clients with groundbreaking applications and innovative services that enhance their businesses and allow them to get the upper hand on their competition. What could this mean for your business? Simply put, higher levels of customer satisfaction, increased profits and lower operating costs. Our product is a comprehensive and cost-effective insurance CRM software / insurance agent software application tailored specifically to meet the demand of the modern insurance agency. Our insurance agency management software, called “Aspire,” is a result of collaboration from experts with backgrounds in both insurance and software development. As a result, our clients get innovative, first-to-market insurance agent software features that no other company has. Our insurance agency management software is packaged to be one of the most cutting-edge and simple solutions for insurance agencies.
    Starting Price: $129 per month
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    Special Agent

    Special Agent

    Special Agent

    Save time and money while increasing your productivity and sales volume with Special Agent, the complete insurance agency management software system. The wide range of powerful and intuitive features in Special Agent will help you better service your customers and increase revenue without emptying your bank account. Contact us to schedule a demo or Chat Now with a live representative and you'll see why agents that switch to Special Agent become raving fans. Special Agent puts your agency - every client, carrier, policy and form, at your fingertips. It works like you work, with all the functions designed for speed, accuracy and efficiency. Special Agent works with your carriers to provide seamless integration, avoid duplicate entry, and put the most current information at your fingertips.
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    Sentry

    Sentry

    Sentry

    Sentry is a management system developed to facilitate the administration of insurance policies for the modern insurance agent. Our system is the best ally for insurance agents who have a vision of leadership and professionalism, based on security and innovation. A policy administration system developed to enhance the skills of the modern insurance agent and drive them to success. Providing you with tools that allow you to offer a service of excellence; stay organized, save time and improve communication with your customers and much more.
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    Agency Office

    Agency Office

    Agency Office

    Cloud based platform ensures that you never have to worry about buying and maintaining servers within your offices. Agency Office provides all its applications and websites from a tier 1 data center in UK, where a suite of powerful servers, running its virtualized infrastructure. These servers are configured in a load-balanced, highly resilient topology, with automated failovers, real-time backups, off-site regular backups, and redundant hardware. The management software for business transfer agents and commercial property agents. Agency Office provides commercial property agents and business transfer agents with cloud-hosted customer relationship management software (CRM), and market-leading responsive websites. Cloud based software ensures that you do not have to worry about buying and maintaining servers within your offices. We use the best practice for menu and screen layouts, and provide commonality for ease of use.
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    ARS Manager Plus

    ARS Manager Plus

    Agency Rating Systems

    In today's slow economy and competitive business environment, you need an affordable insurance agency management software system that gives you the ability to process your workflow faster than ever before. ARS Manager Plus will make your staff more productive and your agency more profitable. ARS Manager Plus is a powerful 32 bit Agency Management System designed to give you total control of your agency. From a Transactional filing engine to a powerful internal word processing feature, to scanning or capturing and displaying stored images and documents, Manager's comprehensive features allow you to leverage your agency's automation needs. See a list of important features in this third-generation Agency Management System by ARS. ARS Manager Plus is no ordinary insurance software application. It is a full-blown and state-of-the-art agency management system.
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    AgentSync

    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.
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    Partner Platform (Partner XE)

    Partner Platform (Partner XE)

    Strategic Insurance Software, LLC

    Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner. Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners.