Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
EventsAirEventsAir is the one platform you need for everything events. Execute engaging in-person, virtual, and hybrid events with a solution that supports you from start to finish. From built-in budgeting and accounting tools to breathtaking on-brand event sites and seamless registration experiences, EventsAir's all-in-one event management software makes event planning a breath of fresh...air. With over 30 years of expertise, EventsAir has powered 350,000+ successful events, earning the trust of the industry's best to deliver seamless, standout experiences. We love dynamic and complex events, which is why we’ve built a comprehensive platform designed to grow and evolve alongside you.
-
Jama ConnectJama Connect®, a product development platform, uniquely creates Living Requirements™. This digital thread is created through siloed, test, and risk activities to provide end to end compliance, risk mitigation, process improvement, and compliance. Companies creating complex products, systems, and software can now define, align, and execute on what they need. This reduces the time and effort required to prove compliance and saves on rework. You can be sure of success by choosing a solution that is easy-to-use, flexible, and offers support and services that are adoption-oriented.
-
CrankWheelCrankWheel 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.
-
NaviPlanNaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
-
Macaw AMSMacaw 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%.
-
StonebranchStonebranch’s Universal Automation Center (UAC) is a Hybrid IT automation platform, offering real-time management of tasks and processes within hybrid IT settings, encompassing both on-premises and cloud environments. As a versatile software platform, UAC streamlines and coordinates your IT and business operations, while ensuring the secure administration of file transfers and centralizing IT job scheduling and automation solutions. Powered by event-driven automation technology, UAC empowers you to achieve instantaneous automation throughout your entire hybrid IT landscape. Enjoy real-time hybrid IT automation for diverse environments, including cloud, mainframe, distributed, and hybrid setups. Experience the convenience of Managed File Transfers (MFT) automation, effortlessly managing and orchestrating file transfers between mainframes and systems, seamlessly connecting with AWS or Azure cloud services.
-
PhonexaPhonexa is an enterprise-grade marketing automation platform that unifies lead management, call tracking, pay-per-call campaigns, email, SMS, accounting, compliance, and more. Designed for performance marketers and enterprise brands, Phonexa streamlines how businesses capture, manage, validate, and distribute leads and calls at scale. At the core of Phonexa’s ecosystem are LMS Sync for intelligent lead management and lead distribution and Call Logic for advanced call tracking, routing, and pay-per-call campaigns. Each solution is enhanced by automation, real-time analytics, and data-driven decision-making, ensuring every lead and call delivers measurable impact and higher ROI. Serving industries like finance, insurance, and home services, Phonexa empowers brands and performance marketers with complete visibility, fraud protection, and compliance management at scale. Its intelligent lead distribution and AI-driven Call Agents enable marketers to convert more qualified leads and achieve measurable business growth.
-
EverstageEverstage is the #1 rated no-code sales commission platform that automates your entire commission process. It removes the work from your Ops & Finance teams and offers gamified incentives to your customer-facing teams. Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. The Everstage plan designer can be customized to suit your plan structure. All this in an intuitive and simple-to-use design format. Everstage allows you to create and manage quota. You can customize quota measurement periods, assign multiple categories of quota, and set up ramp structures. There are no restrictions. No more back and forth context on change requests. With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.
-
Predict360Predict360, 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.
-
OpusOpus is an all-encompassing platform that combines EHR, CRM, and RCM functionalities, specifically tailored to optimize the operations of treatment centers specializing in behavioral health, such as addiction, mental health, and substance use disorder clinics. This platform offers a suite of integrated features that facilitate patient management, billing processes, appointment scheduling, and telehealth capabilities. Opus significantly boosts operational efficiency through intelligent lead routing, insurance verification, automation of routine tasks, and customizable forms that cater to specific needs. Additional offerings include sophisticated reporting tools, AI-enhanced progress note creation, and smooth laboratory integrations. With its emphasis on adaptability and growth potential, Opus serves as an excellent choice for organizations of varying sizes, from small practices to large multi-center operations within the behavioral health sector. Ultimately, Opus stands out as a versatile solution designed to meet the evolving demands of the industry while ensuring high-quality care for patients.
Description
The future of life insurance distribution is being shaped by a hybrid approach that combines the efforts of advisors, consumers, or both. The ideal digital solution is one that effectively addresses your specific business goals. Breathe Life Platform's modularity and adaptability are designed to meet these requirements precisely. Our offering allows insurers to utilize the platform in full or select specific components as needed. The Hybrid Distribution platform from Breathe Life empowers advisors with a cohesive and adaptable selling experience, provides carriers with robust data analytics capabilities, and enhances the consumer experience, fostering trust and loyalty over time. By utilizing our cutting-edge eApp alongside a suite of cloud-based tools, you can efficiently manage leads, customer relationships, and life insurance applications, whether through advisor-led methods, self-service options, or a blend of both. Breathe Life was founded by a dynamic team who recognize the significance of life insurance and are committed to improving the distribution process. With a focus on innovation, we strive to elevate the standards of life insurance distribution to better serve all parties involved.
Description
Adapt to evolving market needs by implementing a contemporary, rules-centric life insurance policy administration solution that encompasses new business underwriting, policy issuance, billing, collections, policy processing, and claims management for both Individual Life and Annuity as well as Group Insurance, all integrated into one platform. Transform your operations by streamlining policy processes to achieve sustained efficiency over time. With a rule-based life insurance policy management system, you can effortlessly adjust your scale while fostering a digital ecosystem that enhances the customer experience. Quickly design, oversee, and launch group insurance products with this highly adaptable, rules-driven policy administration tool. This singular platform for life insurance policy management caters to both individual and group needs, enabling the creation of hybrid products and fostering collaboration across different sectors of the business. By utilizing a modular solution that standardizes business rules, you can enhance agility, accelerate your time to market, and drive automation in processes, ultimately leading to reduced operational expenses. Embrace this innovative approach to ensure your insurance offerings remain competitive and responsive to changing demands in the marketplace.
API Access
Has API
API Access
Has API
Integrations
Blueboard
Complete
Ravio
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Breathe
Country
Canada
Website
www.breathelife.com
Vendor Details
Company Name
Oracle
Founded
1977
Country
United States
Website
www.oracle.com/financial-services/insurance/policy-administration/
Product Features
Product Features
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
