Best Insurance Agency Software of 2024

Agency branded self-service platform that connects to all insurance companies. The IA channel's most preferred technology. GloveBox is a central mobile and web application that allows insurance policy holders to access their policy documents and pay bills. It also allows them to initiate claims and make payments. This app works with any carrier. GloveBox's goal is to improve the customer experience for insurance clients while reducing service costs for both carriers and agencies. All-in-one platform that connects clients to your agency, and their carrier(s). You can choose from a wide range of insurance companies to organize personal line policies within your GloveBox. Once you have selected your carrier, it will be added to your homepage. You can then register for an account or login. GloveBox features robust automation for client distribution as well as seamless in-app experiences.

With automated workflows that are triggered based on policy expiration dates, you can process client renewals in fraction of the time it takes staff to do manually. With broker-tested emails and automated workflows that maximize each interaction, you can connect with prospects and policyholders at all stages of the insurance lifecycle. You can boost your online reviews and convert dissatisfied customers with the well-respected Net Promoter®, survey tool. It helps you gauge and improve the customer experience. You can reduce your call volume and improve customer experience by giving policyholders 24/7 online access to their policy documents, proofs of insurance, billing, etc. You can see how Pathway makes it easier to attract clients and keep them satisfied for your CSRs and brokers. Learn how automated marketing solutions can transform the way agents and brokers do business.

AdvantageGo delivers innovative commercial insurance and reinsurance management solutions that offer insurers the IT agility they need to create an intelligent digital strategy in partnership with a leading IT provider. With over 25 years’ experience, we harness the power of proven, functionally-rich core solutions and augments it with the energy and culture of being an InsurTech leader. AdvantageGo enables insurers and reinsurers worldwide to fuse the traditional with digital, helping them rapidly adapt, drive change, and succeed with agile software and Microservices. Enhance your digital landscape and open up the possibility of true risk mitigation with our pioneering technologies.

Agiliux offers a suite of software-as-a-service solutions for the insurance industry to enhance distribution efficiencies and improving customer experience in the Asia Pacific region. Agiliux is the only fully configurable, modular, enterprise grade, no-code, insurance platform that enables omnichannel distribution, policy administration, and claims powered with open insurance APIs. Agiliux's no code insurance application builder allows general and life insurance companies configure and deploy any product in record time, across any cloud. The platform is flexible and adaptable beyond any comparable system, allowing product innovation and quick integration with legacy systems.

The A.I. assistant helping insurance providers deliver a more delightful, conversational customer experience. Violet is the helpful A.I. Your customers will need you throughout the insurance customer journey. This includes filing claims, providing quotes, and making policy changes. Our core technology provides the best-in class conversational A.I. technology for insurance providers. Our proprietary technology is combined with design-thinking, insurance expertise, and data to provide the best conversational A.I. We have the right solution for you. We will guide you through the entire process from conception to deployment of Violet. Violet can help you increase online lead generation, automate customer support and provide a better digital experience. Easy setup in minutes You can say goodbye to cumbersome forms. Violet will convert more leads to your website by engaging in a conversational experience. This will allow you to convert more site visitors into warm leads.

Athenium Analytics helps insurance companies find new growth opportunities, efficiency, and continuous improvement. Our insurtech software is industry-leading and helps carriers improve quality, performance, and write smarter business. We use predictive analytics and other insights to help them. To manage and identify risk, you can leverage AI-enabled imagery analytics and predictive models. IRIS can quickly identify and manage property characteristics using AI-based computer vision, geospatial imagery, and other AI-based computing. Our other risk solutions enable your claims and underwriting teams to better manage risk.

Optimize your claims and your underwriting QA review processes. Quality assurance drives quality results. teamthink®, a SaaS insurance audit suite, is powerful for reviewing claims and underwriting reviews. It replaces legacy audit systems, databases, and spreadsheets forever. Teamthink QA software allows quality assurance teams to manage audit reviews more efficiently, with greater volume and accuracy. Its comprehensive reporting, analysis, and measurement tools provide actionable information that can be used to benefit QA, business managers, and company-wide performance. Analyze performance against your KPIs, best practices and compliance requirements. Create reviewer questionnaires or audit forms that support your quality assurance goals. Standard reports and dashboards can be used to quickly visualize key metrics. Use questionnaires that only display the relevant information based on the facts in the file to increase productivity.

Majesco Digital1st®, Platform is a low-code/no code digital insurance platform that offers robust digital experience tools, microservices and accelerators. It also has rich insurance content and connects with a robust plug-and-play ecosystem with partner solutions and data sources to allow for innovation and experimentation to address changing customer needs. Digital1st®, Engagement offers a range of apps and accelerators to help customers create personalized experiences. Majesco consultants and delivery specialists can help your company make the most out of digital technology. Continuous innovation and agility allow you to quickly test and learn. You can use pre-built insurance capabilities to launch or scale your business. New channels can be opened to customers and agents. Easy-to use, easy-to learn SaaS tools. No credit card required. 30 day risk-free trial

Sentry is an insurance management system that was created to make it easier for modern insurance agents to administer their insurance policies. Our system is the best friend for insurance agents who are visionary and professional, and have a strong foundation in security and innovation. This policy administration system was designed to improve the skills of modern insurance agents and propel them to success. This system will give you tools that will allow you to provide a service of excellence, stay organized, save time, and improve communication with customers.

FirstGen is NTT DATA's solution to the challenges facing P&C insurance companies. FirstGen is a web-based policy administration platform that covers all aspects of insurance operations, from the point of sale to the general ledger. FirstGen supports all types of P&C insurance to meet the needs of the insurance industry. FirstGen makes full use rules engines, tables, and parameters for product configurations including rating and authorization levels. Externalization of business rules allows for changes to be made quickly without any coding changes. FirstGen is flexible, scalable, and easy to deploy. FirstGen also supports multi-currency transactions and multi-lingual capabilities.

With its software and consulting services for insurance companies, msglife has been setting the standard in the market since 1980. Our expertise and professional knowhow are trusted by many customers around the globe. We have offices in Europe and USA, so we can offer both standard solutions for quick roll-outs as well as tailored services across all insurance industries. Our market knowledge is unrivalled and will give your company a competitive advantage. Our products and solutions have been successfully used in life insurance, retirement planning, as well as non-life, personal liability and health insurance. msg Life creates intelligent solutions and ideas that will help you succeed. We help our customers to overcome the challenges of digitalisation in a sustainable, reliable and unbiased manner. Our services range from custom consultancy and professional services to mature, standard software products and all-inclusive options.

Ozone Insuria is a digital solution for Insurance broker(s) businesses. Ozone Insuria's strong foundation allows for the implementation of daily business processes with minimal manual labour. This is what has made it a success. Ozone Insuria allows you to create your own system with customer administration, policy and customer billing. You can also access MI reports that allow you to analyze your business. Ozone IT provides world-class business software and support, including IT consultation, software quality analysis, technical writing and technical writing. Ozone IT is a leading provider of software development and services all over the globe. Apart from website design and other IT services, Ozone IT also specialises in custom/tailor-made software solutions. Our company's reputation in the global market is evident in our client base.

IMPACT Insure, the next generation in insurance risk management and back office software, is now available. We have a solution that can be customized to suit your business, no matter how small or large you are. In many cases, you can have a more automated system. IMPACT is for general insurers, risk insurers and insurance brokers. We can support any type business, including marine, aviation and buildings, as well as motor, general, pet, reinsurance, and medical. Large, established multinational insurers have clients as well as small and medium businesses that are looking for software to help them grow. IMPACT provides complete customer management and multiple policies to suit different business types. It can handle claims and has a fully paperless office document generation system and management system.

It was designed to allow you maximum control over setting up new products and services, manage the system without IT help, and define business processes and procedures in real-time. Our enterprise-wide software solutions for insurance offer highly customized CRM functionality and off-the-shelf addons for Insurance & Brokerage. All processes are automated with workflows to ensure staff follow business procedures. All data and activities can be tracked and accessed from one source, making them easy to analyze. It is essential to keep track of each client and sales record as you work to convert leads into clients. It is important to capture and maintain client policy details, e.g. Agents can capture and maintain client policy details such as effective date, renewal rate and premium. This allows them to efficiently service clients and keep top of sales.

ESKA®, Insures is a complete suite of modular software systems that are designed to meet all business requirements in the insurance industry. Insurance companies can invest in one or more products or the entire suite. Companies must be more competitive than ever to stay on top of the latest trends and technologies due to the increasing competition in global markets. Comprehensive software solutions are no longer a luxury but a necessity for every company. The insurance industry is one the most important industries in the world. This sector is worth considering due to its growing demand and greater opportunities. As political and economic instability increases, people are more concerned about security and accountability. Insurance companies are under increasing pressure to improve their game.

COREFIN Insurance & Broker, a vertically tailored management solution based upon Microsoft Dynamics 365, allows insurance brokers and insurers to manage their entire business and gain a 360 degree view of their customers. COREFIN brings together the flexibility and scalability of the platform to aid companies in the insurance industry systemize their business and analyze their performance. It was designed to allow you maximum control over setting up new products and services, as well as managing the system without the need for IT support. You can also define business processes and procedures in real time. All processes are automated with workflows to ensure that staff follow business procedures. CoreFin Insurance Core System allows for easy access to all data and activities.

The most comprehensive online software. You can manage your business professionally and efficiently. AdminSeg has many benefits, including the complete management and creation of sales reports from any internet-connected device. This is ideal for sales reps who need to have up-to-the minute client information. We are 100% online-focused. We create, reinvent, and design web resources. This gives you the ability to represent, interact, manage, and produce. We provide all the digital tools necessary to manage, communicate with, position, disseminate, and position your digital project with professionalism and support. We create and distribute online solutions that reach millions of people. We create, build, develop, and implement an interactive communication channel. We create competitive advantages for our customers, partners, and suppliers. We create 100% customizable solutions and we continually develop our human resources to generate value.

Insurance Systems Inc. (ISI), was founded by Terry Neilson in 1997. He recognized the need for modern IT solutions that would change how insurers interact with their insureds. ISI was founded on this premise to develop and implement custom software solutions. As the insurance industry changed, so did our technology requirements. In order to be competitive, insurers needed advanced graphical user interfaces (GUI), which allow them to create new products and make business changes via configuration, not through software development. We introduced ISI Enterprise in 2010, a complete end-to-end solution that is flexible and configurable for all P&C insurance companies. Our team of architects, business analysts, and quality assurance analysts has continued to develop and implement new features to the advanced architecture to keep up with the changing marketplace.

Our insurance agency system is a powerful tool for connecting carriers' feeds, clients, policies and other contracting systems and compliance systems into a single platform. Equisoft/centralize, a management system for insurance agencies, connects all stakeholders to streamline insurance distribution and commission administration. Our insurance agency software is designed by industry experts to provide you with business processes that are ready-to-use. Reports on sales of policies and commissions are among the most important reports used to track operations. Equisoft/centralize allows you to track leads and highlight advisor sales performance. Payouts can be processed with ease, even when the hierarchy is complex. Disparities between expected and received compensation are clearly identified. Support for all commission structures and custom compensation types. Integration of all data feeds from insurance carriers and medical requirements companies.

INSXCloud is your marketplace for both on-exchange ACA plans and off-exchange ancillary coverage like dental, vision, and short-term options. Since the Federal Marketplace opened in 2014, INSXCloud has helped agents, agencies, as well as issuers, with the quoting process and enrollment for individuals and families who have chosen Affordable Care Act and ancillary coverage. Since 2014, INSXCloud has helped over 2 million people enroll in ancillary and on-exchange coverages. e-Commerce on terms: The EDE version INSXCloud was designed to allow for direct-to-consumer and agent-led enrollments. You control the marketing to your clients when you work with us. We don't manage it. Our site offers time-saving features such as the upgraded provider lookup which tells you which doctors accept certain plans and a Pay Now’3 feature for many carriers that allows you to set up clients’ payments.

Many agencies feel that they spend too much time retrieving quotes on multiple insurer websites. Worse, inaccurate quotes can lead to poor client experiences. You need a way that can quickly and accurately provide quotes to your clients. Our cloud-based insurance quote application Applied Rater®, automates the quoting process for the largest number of US insurers. It allows for one-click data entry to allow for the direct exchange of information to the insurers' websites from within the application. A quoting solution can help you increase your agency's competitive advantage by providing accurate, fast quoting that increases productivity and improves customer service. Clients deserve the best rates and the most comprehensive service. For fast and accurate quoting, you can directly pull quotes from insurance sites into your application.

No matter if you are an agent in a call center or insurance company, your ability to do business depends on the licenses and appointments that you issue to your agents. Systeme Software proudly presents Cratchit™ designed to give you the flexibility and efficiency you need to achieve your goals. Our software has been helping insurance professionals at all levels to keep their data under control, allowing them manage the day-today issues in the insurance industry. Our software is easy to use and does not require any special requirements. It is entirely web-based, so you don't have to download, install or update anything. Cratchit was developed by PC Designs, Inc., Wayne, PA in 1983. Your company's compliance with federal, state, and local laws is crucial. Cratchit LTX™ will ensure that you don't have to worry about your sales team and their licenses ever again. We follow these rules and keep our software up-to-date.

ABS Cloud is the same software that you have for your office, but it is available in the cloud. ABS Cloud gives you the option of using ABS on your own equipment or letting us manage the software data for you. ABS Cloud allows you to use the software without having to be (or hiring) an IT professional. The same functionality is available in both ways. There is no need to install software on any office computers. The ABS software and your database are stored in the cloud, so you don't have to install them on your computer. You don't need to install ABS software on a server computer that you use only for ABS. ABS can be used anywhere there is an Internet connection. Remote workers can access ABS from anywhere there is an Internet connection. This is ideal for agencies that have a satellite office or when you need to access customer data from home or on vacation.

Your agency must have the right agency management system to maximize efficiency, productivity, sales, and profitability. Independent insurance agencies require the best agency management system. It must be easy to use, feature cutting-edge technology and support. Agency Matrix will deliver insurance software solutions that meet your business goals. Agency management doesn’t have to be difficult. Agency Matrix makes it easier to manage tasks such as x-date tracking and reconciliation, sweep tracking and reconciliation, as well providing client service. This allows you to spend more time on production. Automated reporting and telephone integrations can help you save time and money. They automatically launch a client's account using the incoming number.

EZ-Audit, a premium audit software, is used by thousands of auditors at the largest insurance companies in the world. EZ-Audit is also used by some of the smallest fee businesses. The program can be customized to meet the needs of any company. EZ-Audit is a great tool for new auditors as it provides all the screens required to capture audit data in linear fashion. It is powerful enough to handle large multi-entity, multistate, multilocation, multi-auditor audits. It also allows instant access any audit data. InsuraTek, LLC, is a leader in the provision of insurance industry software. To maintain compatibility with customers, we use the most recent technology from Microsoft, including Visual Studio 2019. Since 1984, when we created the first portable premium audit application, we have been creating exceptional software for the insurance sector.