Compare Agency Access Pro vs. BrokerEngage

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

Bidtracer was developed by two highly engineers, combining expertise in mechanical, electrical, and computer engineering. This innovative tool serves as a specialized sales operations and channel partner solution specifically designed for the commercial construction sector. The tool simplifies the process of initiating sale opportunities, creating bid tracking plans, and specs, while also inviting subcontractors for assistance. This allows users to swiftly utilize the estimate tool to draft and send out proposals to customers. It assists sales professionals in automating their follow-up process with bids, enabling them to track and determine the winning contractor. This ultimately maximizes their chance of successful closing sale projects. Efficient project management is crucial to optimize time and maximize profits in construction projects. By automating various project management tasks, we can streamline operations and simplify all aspects of the project’s operational side.

AI Sales Rep - Your Next Salesperson Might Not Be A Person at All Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour. Lower Funnel, Higher Value Leads: Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. These are the prospects we focus on, ensuring maximum impact for your sales efforts. - Detailed Prospect Data: We gather 40 points of data about each prospect, including first name, last name, email address, and more. - Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet. - Crucial Sales Funnel Position: These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. They are the ones most likely to convert into appointments. - AI-Driven Engagement: Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. The process is fully automated, so your sales team only needs to engage with the interested leads—your low-hanging fruit. Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly.

Collect! is the flexible and scalable debt collection software built to automate your workflow. From startup to enterprise, we have the solution for you. Collect! was built for 3rd party collection agencies, debt buyers and 1st party collectors of all sizes. Collect! is built to be configured for your needs. Use Collect!'s many settings and options to create the workflow your want. Collect! comes pre-set for 3rd party debt collection processes. Adapt as little or as much as you want. Collect! is integrated with an ever-increasing number of other systems, and building white label add-on programs. Collect! is scalable. Start where you need - change editions and add seats as you grow. Configurations and customizations are retained through updates, upgrades and edition changes. Collect! is packed with features. Automate your system from first contact to last payment. Enable consumers and clients to self-serve. Use Collect!'s robust import functions, user permissions, reporting tools, account segmentation, credit bureau reporting, forms and document attachments, legal features and more to create your bespoke collection system.

FAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.

Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.

CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals. CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists. CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.

AuthorityTech is the world’s first AI-native Machine Relations agency and platform, engineered to position ambitious brands inside the Tier-1 publications that AI search engines inherently trust, retrieve, and cite. While conventional PR convinces humans through retainer-based effort, AuthorityTech optimizes for the new primary reader—the machine—through a 100% outcome-based, pay-per-placement model. This ensures leading answer engines, including ChatGPT, Perplexity, Gemini, and Google AI Overviews, can seamlessly index the brand, map it to its rightful category, and cite it when buyers ask high-intent questions. Coined in 2024 by Founder and CEO Jaxon Parrott, Machine Relations is the discipline of making a brand discoverable and citable by AI systems. Parrott built AuthorityTech to execute the five-layer Machine Relations stack: Earned Authority, Entity Clarity, Citation Architecture, Distribution, and Measurement. This unifies GEO, AEO, AI SEO, and digital PR into a single ecosystem for building machine trust. Cofounder and Chief Growth Officer Christian Lehman operationalizes this strategy, deploying the methodology at scale. Leveraging a direct network of over 1,600 Tier-1 publications, AuthorityTech has secured thousands of AI-cited articles for 200+ clients, including 27 unicorn startups, to guarantee sustainable AI visibility and measurable share of citation. The agency executes this via a three-part framework: Map: Analyzing target categories and competitor LLM prompts. Match: Aligning brand narratives with authoritative outlets. Place: Securing guaranteed placements through relationship-led outreach.

Banyan Technology is a leading provider of over-the-road (OTR) shipping solutions, delivering advanced freight management through its LIVE Connect® platform. Designed for Shippers, 3PLs and supply chain partners, LIVE Connect simplifies Truckload (TL), Less-Than-Truckload (LTL), Final Mile and Parcel shipping with real-time rating, execution and visibility. The platform eliminates manual inefficiencies with AI-powered predictive pricing, automated freight auditing and real-time business intelligence dashboards. Seamless TMS and API integrations provide instant carrier connectivity, optimizing cost savings and improving operational efficiency. With 3x more carrier connections than any other provider, businesses gain unmatched flexibility and control over their shipping operations. Since 2001, Banyan Technology has been committed to client-driven innovation, continuously enhancing LIVE Connect to meet evolving industry demands. Headquartered in Cleveland, Ohio, Banyan delivers exceptional service and ongoing support, ensuring businesses ship smarter and more efficiently.

ActiveCampaign is an autonomous marketing platform that revolutionizes the workflows of marketers, agencies, and entrepreneurs. The platform powers forms, landing pages, email, SMS, WhatsApp, automation, and a CRM, as well as the ability to integrate with over 1000 applications. With Active Intelligence, it's easy to create personalized, engaging, data-driven marketing campaigns. Other platforms focus on reporting past failures; ActiveCampaign’s Active Intelligence swiftly flags potential problems and creates opportunities proactively. Predictive insights and goal-driven AI agents replace dashboards and guesswork. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability. That means you can act on insights faster, easily streamline processes, and drive growth for your business. By combining a user-friendly interface with a comprehensive suite of features, the platform is powerful, accessible, and designed to scale with your business. It's easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors.