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Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device
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TopSail is an insurance rating software designed to help businesses issue policies, manage forms, and automate renewals. Managers can view policy effective and expiration dates, insured name, status, policy number, and agent code using a summary tab.
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EXLynx is a cloud-based solution that helps insurance agencies streamline processes related to online quoting, lead management, customer retention, email marketing, and more. With the rating engine, users can store ACORD forms, generate cost valuations, and submit quotes on a centralized platform.
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s.360 is the only Life Underwriting SaaS you will ever need. Used by Reinsurers and Insurers.
Automate medical underwriting, preset application flows with requirement tables. Have interpretable underwriting data with our powerful life uw websemantics to unleash deeper insights. Become future-proof.
Automate medical underwriting, preset application flows with requirement tables. Have interpretable underwriting data with our powerful life uw websemantics to unleash deeper insights. Become future-proof.
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Experience efficiency and seamless policy management with Verity. Automate tasks, streamline operations, and boost productivity. Take control of your workflow and conquer the P&C insurance marketplace. Try Verity today!
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Zywave Analytics Cloud is a powerful mod analysis tool available to insurance agencies, brokers and their clients. The software is built for use by insurance agents and brokers to help them identify areas where an insured party can reduce the probability of claims occurring by improving the structures design. The tool has been designed with ease of use in mind, so it can be used by agents – even those without modelling expertise or specialist software.
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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.
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Compulife Quote Software is a quoting solution for the insurance industry, which provides features such as customizable forms, insurance quotes, mobile access, and responsive design.
Users also considered
TurboRater is a quoting solution for insurance brokers that allows users to quote multiple carriers through a comparative rater. The software analyzes carriers based on the coverage required, and automatically applies underwriting rules to provide instant accurate quotes.
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Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.
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Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers including property, casualty, life, and health care insurance providers. The application retains customer information by automatically generating personal and commercial policies whenever new leads are added to the system. This allows agents to receive a commission on all sales generated after sending just one lead.
Users also considered
Users also considered
i2go has a configurable and sophisticated insurance rating engine, which enables insurers to create new insurance products ratings in no time. It is built on a no-code concept that allows clients to define rules, risks, and formulas through an easy-to-use interface without the need for IT-Support.
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Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more
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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud
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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.
Users also considered
Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.
Users also considered
With Macaw, one can easily configure products, its attributes, underwriting rules and rating. Supported by an externalized rules engine to address the complexity and performance, it has been implemented from Professional Liability to Excess and Surplus Disability Insurance Solutions.
Users also considered
InsFocus BI is an insurance rating software designed to help businesses analyze historical data and generate customizable reports using built-in templates. Administrators can capture and store details regarding claimants, claims, policies, insurance, and more on a centralized dashboard.
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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.
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Optimizes the health insurance of companies and simplifies the management of their contracts, regardless of their size or market. Hoggo is an HR platform which provides the management of health insurance benefits.
Users also considered
Benelinx is a cloud-based agency management software for employee benefits insurance that helps automate data entry, analyze data-driven insights, and access a centralized database. It lets staff members create proposals, generate quotes, and track commissions from a unified platform.
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The all-in-one insurance quoting, enrolling, and lead management solution designed for health insurance professionals.
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AVA RMS is a Spanish-language cloud-based risk management system designed to help organizations across various sectors strengthen their security. AVA RMS offers various customizable modules that can identify and manage risks, conduct threat assessments, and help businesses make informed decisions.
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SimpleINSPIRE is an integrated multi-line insurance platform that includes policy management, billing and insurance accounting, claims management and business intelligence tools. It is ideal for P&C insurers of any size with Integrated cost evaluators, payment gateways, email and other commonly used insurance systems. SimpleINSPIRE can be hosted on the cloud and integrate with AI/ML while the Adjustermate mobile app allows field adjusters to upload claim assessments and photos while on the go.
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