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Insurance Software - Page 3

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Agentero logo
4.9
(8)

The premier agency growth engine

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Agentero is a cloud-based sales and service platform, designed to help insurance agents track opportunities and manage revenue. Key features include renewal prioritization, policy recommendations, coverage optimization, sales pipeline management, file import, and predictive modeling.

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Athena logo
4.2
(16)

Life insurance broking solution

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Athena life insurance broking tool is a comprehensive solution designed for insurance distributors, agencies, brokers and resellers. It helps calculate and display commissions or incentives for employees or franchisees and reconcile against the calculated commissions and actual commission received.

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Partner XE logo
4.3
(13)

Web-based insurance and claims management software

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Partner XE is a web-based insurance and claims management software that helps businesses manage documents, proposals, client information, accounting, and more from within a unified platform. It allows staff members to automatically send text messages to clients regarding policy renewal, late payments, and other relevant information.

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Velocity logo
4.1
(15)

Insurance agency management system

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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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SiegeAOS logo
5.0
(6)

Cloud-based insurance & policy management software

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SiegeAMS is a cloud-based software designed to help insurance agencies handle and streamline various administrative processes, including campaign management, reporting, task assignment, and more. Supervisors can track employees’ productivity based on defined goals or benchmarks and generate performance reports.

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Agency Master logo
5.0
(6)

Insurance agency management tool for transportation industry

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Agency Master is an insurance agency management software designed to help businesses create insurance certificates for commercial trucking and transportation operations. It enables employees to prepare financial statements and streamline billing and commission tracking activities.

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Pathway Insurance Software logo
5.0
(6)

Insurance Automation Software

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Pathway is designed to help insurance agencies and brokers streamline client communication, marketing automation, and workflow management operations. It enables employees to efficiently handle client onboarding, contract renewal, billing, referral requests, and cross-selling opportunities.

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AgentCubed logo
4.4
(10)

Lead management and CRM solution for insurance businesses

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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.

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Better Agency logo
4.3
(11)

Comprehensive CRM solution for insurance agencies

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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.

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CaptaIMS logo
5.0
(4)

Easy-to-use insurance management software for small agencies

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CaptaIMS is an easy-to-use insurance management software that helps small insurance agencies streamline workflows. It helps agencies organize and manage all leads and clients in one centralized location. With CaptaIMS, agencies can choose which lines of business to track, including personal, commercial, life & health, or specialty.

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MyHealthily logo
5.0
(4)

A simple platform to quote, enroll, & manage group benefits

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MyHealthily launched the ridiculously simple all-in-one workflow solution for small group benefits. Ensuring a profitable business line for agents and brokers. The platform enables managers to quote, enroll, service, and renew small group healthcare and ancillary profitably and efficiently.

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Health Cloud logo
4.6
(5)

Patient relationship management software in the Cloud

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Salesforce Health Cloud is a collaborative, all-round healthcare CRM and patient management software for healthcare providers, payers, and patients

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SIBRO logo
5.0
(3)

End-to-end insurance broking platform

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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.

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InsureCert logo
5.0
(3)

We help brokers outperform the competition.

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Insurance Program Automation; give brokers what they want, bespoke digital products! pay commission instantly, dashboard management, auto-renew and much more.

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DataPath Summit logo
5.0
(3)

Benefits account administration and financial processes

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DataPath Summit is a cloud-based solution for CDH benefits and COBRA administration.

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Guidewire logo
3.3
(15)

Deliver insurance your way.

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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.

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Financial Services Cloud logo
4.7
(3)

The world's #1 CRM, reimagined for financial services.

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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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DecisionRules.io logo
4.7
(3)

Agile Business Rule Engine for Every Industry

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DecisionRules helps you speed up everyday processes in financial services, insurance, e-commerce, logistics, healthcare and more.

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BluRoot logo
5.0
(2)

Data collection & quote management for insurance brokers

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BluInsurance assists the modern agent in the prospect to closed policy process. It simplifies this process by providing online intake forms and automatic PDF generation for quotes. Further, it manages leads by integrating with online lead sources, distributing leads and notifying agents through SMS.

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Benelinx logo
5.0
(2)

Cloud-based agency management software

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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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s.360 logo
5.0
(2)

The only Life Underwriting SaaS you will ever need

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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.

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Kanverse AP Invoice Automation logo
4.5
(2)

Cloud-based accounts payable software

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Kanverse AP Invoice Automation is a cloud-based process automation software that helps businesses classify, extract, and validate invoice processing on a unified platform. The tool allows users to eliminate templates for invoice extraction and helps teams to update various data processes.

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AGENCYMATE logo
4.5
(2)

Agency management solution for insurance agencies

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AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

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Streem logo
3.7
(3)

Cloud-based AI and AR tool for remote support

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Streem is a cloud-based customer experience software that helps businesses leverage augmented reality (AR) to provide remote support and streamline administrative processes, such as quoting, service tasks, and more. With StreemCore, supervisors can conduct live video calls with customers and quickly resolve their queries.

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iLearningEngines logo
5.0
(1)

AI driven learning outcomes

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iLearningEngines is a disruptive AI/ML platform focused on automating the learning process and creating outcome-driven learner journeys.

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