Explore a recommended list of Proformex alternatives for your business in 2019. Compare alternatives to Proformex side by side and find out what other people in your industry are using. Let GetApp help you determine if the competition offer better features or value for money.
Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.Read more about Jenesis Software
Agency management software for insurance firms of all sizes
Eclipse is a cloud-based agency management software designed to help small to large insurance firms manage policies, customers, claims, documentation, accounting and reporting. The platform enables users to process company, as well as producer commissions and financial transactions.Read more about Eclipse
CRM/Agency Management System for L&H Insurance Agencies
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation. Read more about AgencyBloc
Insurance AMS for MGAs & brokers with CRM at its core
Macaw is an insurance AMS for MGAs and brokers in P&C lines, covering CRM, sales, service and accounting with features including a built-in document and task management system, self-service portals for customers and producers, billing & payments, policy management, reporting & analytics, and more.Read more about Macaw
AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more.Read more about AgencyZoom
Imagine AUTOMATED insurance software as passive, embedded and totally secure. Imagine insurance that adapts automatically to your client's needs and constantly works to find them the best coverage. Read more about InsureCert
Insurance benefit management for healthcare providers
Patch is an online insurance benefit management platform built to help healthcare providers such as eye care, physical therapy, mental health, and other professionals to understand & use their patient’s out-of-network healthcare plans and insurance benefits, and submit a claim online on their behalf… Read more about Patch
NextAgency is an insurance agency management system for health and life insurance businesses that is designed to streamline insurance clients’ HR and benefits administration with a built-in CRM system, and tools for managing insurance agencies, commissions, employees, and more… Read more about NextAgency
Data collection & quote management for insurance brokers
BluInsurance, built on Zoho, is a cloud-based solution designed to help commercial insurance brokers capture leads and collect customer engagement data through online forms. Key features include secure data storage, agent routing, quote creation, market feedback tracking, and reporting.Read more about BluInsurance
Lead management and CRM solution for insurance businesses
AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.Read more about AgentCubed
NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs. Read more about NowCerts
100% free CRM, collaboration and communication tool suite
Bitrix24 is a free cloud & open source collaboration platform providing CRM, document management, tasking, time management, & project management tools. Used by over 5 million businesses worldwide. Read more about Bitrix24
Cloud-based solution for insurance application & renewal
Indio is a cloud-based solution, designed to help commercial insurance agents, brokers and agencies digitize insurance application and renewal processes. It includes an activity tracking module, which sends alerts when clients sign-in, update information, sign forms or submit documents.Read more about Indio
Digital insurance platform for brokers, insurers, and MGAs
GO-INSUR is a cloud-based digital insurance platform designed to help insurers, brokers, and managing general agents (MGAs) create, manage, and sell policies either directly to the customers or via brokers. Key features include commission disbursements, white labeling, data export, and reporting.Read more about GO-INSUR
i2go is our best-of-breed All-In-One Insurance Suite that helps you manage your entire Insurance business. Our powerful application enables current and upcoming InsureTech trends to be utilised on your products, empowering you to remain ahead of the competition.Read more about i2go
PolicyFlow is an insurance broking management and policy administration solution designed specifically for insurance brokers. PolicyFlow provides users with features such as quote and claims management, policy administration, and risk capture forms. Read more about PolicyFlow
Cloud-based Insurance and Claims Management Solution
BriteCore is a fully-managed core platform for P&C insurers that supports digital transformation, emerging technologies, and new business models. A cloud-native solution, BriteCore is deployed using AWS and is continually updated for maximum security, efficiency, and durability at scale.Read more about BriteCore
SIBRO is an end-to-end software for insurance brokers, insurance agents, and insurance broking companies, with complete policy cycle, prospect, and claims management. The software is responsive, and is compatible with tablet, mobile and desktop. Read more about SIBRO
Real time modeling and quoting for self-funded health plans
Allay is an online platform which allows consultants & advisors to quote and model self-funded health plans in real-time. The system enables the comparison of multiple strategies & custom plans to identify the impact of components including reference-based pricing, direct primary care, and more.Read more about Allay
PolicyHandler is a web-based policy management software designed to help businesses streamline & manage all phases of the policy lifecycle, from application processing & issuance to commissions, billing & audits. PolicyHandler includes an automated renewal process & optional workflow tools.Read more about PolicyHandler
Improve Your Operating Margin in Days.
Agreement Express is a contract management software platform that enables organizations to completely automate or dramatically accelerate documents through every bottleneck in your process, enabling you to improve productivity and operating margins within days of activation.Read more about Agreement Express
The power of Agreement Express comes from the integration of all key components required for a complete document management system, offered on a rapid to implement ‘software as a service’ (SaaS) model.
The key components are:
• Robust document management and creation console - Efficiently create, manage and monitor your document templates, as well as “in-flight” and completed documents
• Workflow automation engine - Eliminate manual labor with electronic document routing
• Enterprise class digital signature technology – Eliminate faxing and mailings costs to improve document completion cycle times
• Rich integration engine – API
Guidewire provides flexible core systems that enable you to deliver insurance the way you’ve always wanted to. Our core system suite spans the entire property/casualty (P/C) insurance lifecycle—underwriting, policy administration, billing, claims, and reinsurance management.Read more about Guidewire
SpatialKey is a saas based next generation business & location intelligence solution. With it users can visualize, analyze and map business and operational or event based information interactively and share their data and work in interactive form with others.Read more about SpatialKey It takes only minutes to set up and learn.
Sentry provides error tracking and crash reporting so every developer can instantly see how their production code affects real users and automatically triage and resolve issues as part of their existing workflow. Sentry aggregates and adds important context to stack traces and tells you the users, services, and servers that were affected.Read more about Sentry
Agency Matrix's solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image and report you could ever need or want is just a click away.Read more about Agency Matrix
Athena Life Insurance Broking Solution is a comprehensive solution designed or insurance distributors, agencies, brokers and resellers. It can act as a CRM, maintain Policy Lifecycle , calculate and display Commission and Pay out , calculate and display Incentives for Employees/agents or franchisees, reconcile against the calculated commissions and… Read more about Athena actual commission received and provide a detailed analytics. The Life insurance version is designed keeping in mind the needs of the life insurance business. You can upload the products, plans and define the commission structures. System is capable of supporting a very large workforce (our biggest implementation is for an organization having over 15,000 agents). The product can be customized to suit the requirements of any country. Product is fully web-based and is available on demand as well as on premises.
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