Compare Broksy vs. FINEOS

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%.

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.

Creatio is a global vendor of an agentic AI-native no-code platform designed to automate workflows and CRM with a maximum degree of freedom. Powered by intuitive no-code development, visual process design, and embedded AI, the Creatio platform enables organizations to build and evolve applications of any complexity and scale—supporting both structured and unstructured workflows, advanced analytics, and flexible dashboards. By empowering business users alongside IT, Creatio reduces application development time by up to 10× and accelerates time-to-value. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach allows organizations to automate entire business processes, not just individual tasks—driving efficiency, agility, and measurable business outcomes. Creatio also provides a rich marketplace of pre-built applications, connectors, and industry-specific solutions, enabling rapid deployment and continuous innovation. Built on a modern, AI-native architecture, the platform ensures seamless integration and adaptability within any digital ecosystem. Creatio CRM is a full-featured suite for marketing, sales, and service automation, unified on the same agentic no-code platform with embedded AI agents. Organizations can deploy it as a complete CRM suite or as modular solutions, gaining the flexibility to scale while maintaining a single, intelligent system of engagement.

NaviPlan® 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.

Service Center by Office Ally is trusted by more than 80,000 healthcare providers and health services organizations to help them take complete control of their revenue cycle. Service Center can verify patient eligibility and benefits, submit, correct, and check claims status online, and receive remittance advice. Accepting standard ANSI formats, data entry, and pipe-delimited formats, Service Center helps streamline administrative tasks and create more efficient workflows for providers.

Cloud solution to manage retail spaces, product categories and planograms. Smart automatic generation of planograms based on sales is possible. This allows for the maintenance of planograms in a current state even in large sales networks with many stores. Quant is a complete solution for Space Planning and Category Management, planograms and ranging, shelf labels and POS printing, communication and in-store marketing. Quant Cloud offers all the benefits of cloud computing. You can work remotely on the same projects with your colleagues around the globe and access the same database from different computers. There is no need to create complex infrastructures or overload your IT department. Our consultants are always available to assist you. We train your users, and assist with data integration so Quant can go live in less than 12 week.

MaintainX is a mobile-first work order and procedure platform that allows teams to know what they need to do and how to do it. Here's what we digitize and take away from the clipboard: -Maintenance Work Orders -Safety Procedures -Environmental Checklists -Tooling & Gauge Reporting -Preventative Maintenance Procedures -Auditing/Inspection Workflows -Training Checklists We help operational leaders become more efficient by delivering real-time business insights from the field.

Jscrambler is the leader in Client-Side Protection and Compliance. We were the first to merge advanced polymorphic JavaScript obfuscation with fine-grained third-party tag protection in a unified Client-Side Protection and Compliance Platform. Our end-to-end solution does more than protect your data—it empowers your business. With Jscrambler, your teams are free to take full advantage of client-side JavaScript innovation, assured that your business benefits from blanket protection against current and emerging cyber threats, data leaks, misconfigurations, and IP theft. Jscrambler is the only solution that enables the definition and enforcement of a single, future-proof security policy for client-side protection. We also make it easy to comply with new standards and regulations; our dedicated PCI module helps businesses meet the stringent requirements of PCI DSS v4 (6.4.3 and 11.6.1). Trusted by digital leaders worldwide, Jscrambler lets you move fast and embrace a culture of fearless innovation while ensuring that both your first- and third-party client-side JavaScript assets remain secure and compliant.

Caller ID Reputation is a service designed for businesses to oversee their caller IDs across various major telecom carriers, call-blocking applications, and aggregator APIs. This service offers instant visibility and management over the presentation of calls to clients, aiding companies in recognizing problematic caller IDs and significantly decreasing the incidence of flags by as much as 95% within the initial month. With its intuitive dashboard, users can efficiently handle numerous business lines at once, ensuring that their calls avoid being categorized as spam or scams. Furthermore, Caller ID Reputation provides real-time alerts and comprehensive dashboards for ongoing monitoring, which allows for swift action on any flagged numbers. By fostering a strong phone number reputation, companies can enhance their connection rates and maintain the integrity of their brand. A significant concern is that blocked calls can prevent you from reaching patients, meaning they may remain unaware of any attempts to contact them, whether by phone or text. Therefore, ensuring that your calls are delivered successfully is crucial for effective communication with clients and patients alike.

Epsilon3 is the leading AI-powered procedure and resource management tool designed for teams building, testing, and operating advanced products and systems. ✔ Save Time & Money Avoid costly delays, mistakes, and inefficiencies by automatically tracking procedures and resources. ✔ Prevent Failures Ensure the right step is completed at the right time with conditional logic and built-in revision control. ✔ Optimize Collaboration Real-time progress updates and role-based sign-offs keep your stakeholders on the same page. ✔ Continuously Improve Advanced data analytics and automated reporting enable rapid iteration and data-driven decisions. Epsilon3 is trusted by industry leaders like NASA, Blue Origin, Firefly Aerospace, Sierra Space, Redwire, Shift4, AeroVironment, Commonwealth Fusion Systems, and other commercial and government organizations.