Best Insurance Underwriting and Rating Software for Mac of 2024

Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. Easy to use and affordable, Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

Damco's InsureEdge Insurance Software is an all-in one software designed to help insurance companies gain maximum value from its extensive modules. This highly configurable and customizable software features the best insurance processing functions in the industry. InsureEdge is suitable for multiple insurance lines and can efficiently and effectively manage and streamline workflows to increase profitability, performance, and accuracy. It supports a variety daily operations via back office automation and other modules such as customer relationship management, policy administration and claims processing. InsureEdge, an insurance software that is flexible and scalable, is the key to future-proofing your business.

It's easy to do a commercial comparative rating. All data entered in one place. There is no need to visit multiple carriers websites to get quotes. You can skip retyping the same data into different carrier systems. This will increase accuracy and decrease the chance of errors. So your customers can get the best deal, you can offer quotes from multiple carriers. You can also let them self-serve and get a quote directly from your website. Export customer data to IBQ for remarketing. You can also quote in IBQ to export to your agency management software. No extra charge. There is no need to search for the class codes for every company. It's easy to find the right class for any quote with our innovative lookup function. You can quickly and easily quote the most popular commercial lines right from one spot.

Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots