Zelros Alternatives

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

Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management.

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

P&C insurers need a platform that helps them engage personally, innovate freely, and grow efficiently. At Guidewire, we are utterly committed to your success. We combine digital, core, analytics, and AI to deliver our platform as a cloud service. And with the largest R&D team, services team, and partner ecosystem in the industry, we continually evolve and innovate to meet your needs. Maybe that’s why more than 450 insurers, from new ventures to the largest and most complex in the world, run on Guidewire. Truthful relationships with customers, prospective customers, partners, investors, and each other. Communicating through clear arguments, building excellent quality products, and making decisions carefully on the basis of factual evidence. Chosen by more than 450 insurers, from new ventures to the largest and most complex in the world, Guidewire is the most trusted platform in the industry.

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

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

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.

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

Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven Quotes

mPACS by Mandon Software is a specialist insurance software solution purpose-built for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. Robust, feature-rich, and flexible, mPACS provides a complete solution for managing quotations, policies, and claims. Available on-premises or in the cloud, mPACS offers a rich set of features for documenting, rating, quoting, renewing, claiming, marketing, interfacing, auditing, and more.

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.

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

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

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.

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

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

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

One Inc offers a single platform built for insurance to process premiums and claims payments. It’s the one solution you need to deliver a frictionless payment experience. Close claims faster and save money on processing checks by paying claims digitally through ClaimsPay®. Increase customer retention, lower operating costs, and reduce security and compliance risk by delivering digital claims payments through payees’ preferred payment channels and methods. Give policyholders the digital payment options they want without getting rid of your existing core systems and processes. Securely capture payment information without storing it on your network. Make reporting and reconciliation fast, easy, and painless. Put money back into your pocket by processing inbound and outbound payments digitally. Gone are the long days of processing paper checks, and manual reporting and reconciliation processes.

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.

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 CLAIMS

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.

Digital technology has changed expectations around how solutions are delivered. Everybody wants quick-to-access, fast and intuitive digital experiences that let them get the job done faster and the same goes for insurance customers. Insurers need to leverage technological solutions that increase the pace of their innovation, helping them deliver truly digital insurance software solutions to their stakeholders as well as their customers. They need to cater to the evolving need of customers with personalized and real-time experiences on the platforms they use. Enable your policyholders to report an insurable event by making simple conversations with an AI-powered chatbot. The FNOL chatbot is your customers’ digital insurance software solution assisting claims that allows them to report a loss and see it through to a claim in a digitalized mode. Its NLP and ML capabilities grasp the user’s intent quickly.

Brokercore is uniquely designed to improve the experiences of commercial brokers, MGAs, and policyholders. Get support for your operations and manage your costs as you scale — while giving your customers a more convenient digital experience. Transact more policies and capture more client data automatically without hiring more people. Get one solution to manage your entire policy workflow and give customers an improved experience instead of a patchwork of subpar software. Avoid costly mistakes through transparent customer interactions and repeatable automated processes. Frustrated with the clunky technology that holds you hostage? Brokercore has a mighty goal: to create software you might actually enjoy using that can also adapt to the ever-changing insurance landscape. Handle all aspects of policy management including midterm endorsements, capturing correspondence, tracking claims, and remarketing, all from one system.

Smart Automation enhances user efficiency in servicing your customers. Minimizing manual intervention provides both your customers and users a superior experience. There is no reason to base annual system costs on your business success. We rationalize annual costs based on the services we provide you. Manage full policy lifecycle of transactions, rate, validate, quote, bind, issue & policy changes. A full-fledged double-entry accounting system to manage all policy and claims-related financial transactions. Auto-Verify Policy coverage in real-time. Manage reserves, loss payments & expenses at a claims feature level. Policyholders can verify coverage, print policy docs, review claim status, review accounts & make payments. Application has several pre-built interfaces; Payment Gateway, Repl Cost Valuation, Ins Credit Scores, MVR, eSign, etc. A mobile app that brings easy mobility to field adjusters. Instantly get assessments & photos into the claims system.

A1 Tracker is presented by the vendor as a robust & configurable risk management software offering either stand-alone or fully-integrated risk management software covering many business segments across an organization. Claims & Incident Management Claims & incident reporting for claims of any type: injuries, medical, commercial, customer, insurance, work comp, asset, auto, liability. Risk Management & Threat Assessment: Risk register for tracking risks at any level in an organization, including by entity, project, asset, contract, vendor, division, business, unit, region, and more. Real-time risk reports & heat maps, dashboard metrics, alerts, & notifications. Contract Management: Contract module for tracking contracts of any type with vendors, employees, customers, and any other parties. Insurance Policies & Certificates: Policies & certificates of insurance tracking with reminders & renewals. For agencies & carriers policy management includes tracking clients.

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.

Our AI assesses damage and estimates repair costs in real time. So claims can be settled faster, and livelihoods restored. Our AI assesses car damage and expedites claims and settlements today, in real time. When floods, fires and hurricanes hit, our AI will help insurers respond more efficiently and quickly. Our AI learns to interpret what’s in an image, just like a human - but at scale. With our AI, the auto repair ecosystem - from insurers to bodyshops - can respond to accidents up to 10 times faster. Our AI Review and AI Estimating products help them improve their claims processes and produce live, end-to-end estimates of vehicle damage. We carry out meaningful applied research: transforming breakthrough discoveries in deep supervised and semi-supervised learning into products that help people recover from accidents and disasters more quickly.

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.

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.

Evolution is designed by agents, for agents, and is available at a much lower cost. No matter which products your customers need, you need a revolutionary agency management system that can help you run your entire business. You’ll get a powerful client app with quoting, claims and payment options, so your clients can access their policies whenever and wherever they want to. eVo is a comprehensive and affordable agency management system offering many innovative features. If you’re ready to step up your management with eVo, or would like more information, contact us. You continue to remain our top priority in these unprecedented circumstances, and we are here to answer any of your questions. Please do not hesitate to contact us with any concerns you may have. Secured hierarchical Structure. DocuSign Integration. Microsoft Outlook Integration. Client-facing Mobile App. In-Platform Texting Capability.

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.

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

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

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

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

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

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

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

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

Data & analytics are at the core of Earnix-powered solutions. We employ world-class data science, analytical modeling tools, optimization algorithms, and machine learning capabilities in delivering the best priced and most personalized financial product to every customer, every time. We enable the development and integration of various traditional GLM/GAM and ML models with a focus on making sure these models can be appropriately leveraged for pricing, rating & personalization strategies. With this goal in mind, we developed a Hybrid Model which takes advantage of both the predictive power of ML models and the causal inferencing of classical statistical models. The Earnix solution includes a wide set of optimization algorithms geared to handle various pricing & rating structures, regulatory & business requirements, and market scenarios. The algorithms support solving complex portfolios, lifetime value, multi-product, rank, and customer-centric optimization problems.

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

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

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

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

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

ReFocus is an AI platform that derives insights from every customer interaction to match a customer’s wants and needs to products and services at scale. Maximize your sales opportunities by knowing your prospect’s wants and needs before the first interaction. With real-time insights into a buyer’s wants and needs, maximize every account rounding opportunity. Align opportunities to the sales process, increasing customer adoption of products and services. ReFocus AI uses live data to strengthen decision-making, streamline the sales process, and ensure customer success. ReFocus AI uses live data to strengthen decision-making, streamline the sales process, and ensure customer success. ReFocus delivers the best predictions, analyses, and time-savings solutions when you need it most. In an increasingly mobile world, we need increasingly mobile solutions. ReFocus is here when you need it, wherever you are.

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

Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view.

Five Sigma set out on a mission to allow claims organizations to innovate. With the set of claims management tools and unique platform, Five Sigma's suite is what Insurers need to bring their claims operation to the rapidly changing world. With our suite of Claims-First Cloud-Native and User-Centric products, we enable adjusters to handle claims better and faster. With Automating administrative tasks, Adjusters can focus on making the right decisions, while the system takes care of everything else. Full end-to-end suite for claims management with in-system omni-channel communication platform, automated documentation, automated workflows, reporting and open APIs. Go live in weeks with the state of the art claims management platform. With the unique SaaS offerings and agile methodology, Five Sigma's solutions are deployed in weeks instead of months and with weekly upgrades, we enable carriers to continuously improve claims operations.

SohamLife is a fully web-based application supporting the complete life cycle of insurance operations, starting from registration of proposals to the final settlement of claims by way of death claim or maturity claim. It is a user-friendly solution providing any Insurer with the required flexibility and scalability coupled with short time-span for implementation and deployment. The solution provides an easy mechanism to view the status of the Proposal/Policy/Claim details either by an Agent or by the Life Assured himself. The solution provides seamless integration between Underwriting, Claims, Reinsurance and Accounting departments thus avoiding data redundancy. The solution addresses global as well as country-specific operational processing and reporting requirements. SohamLife is a multi-currency and multi-lingual application. It is a fully integrated component-based solution supporting the core business processes and data entered into one component.