Best Insurance Software of 2024

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.

We offer upfront pricing with multiple options: per-case flat rate, monthly, or a combination thereof. Our Information at a Glance Dashboard and Customizable Task list are included at no additional cost. All Case Information is accessible in one place, without the need for additional software. Teamworks IRO's unique features. A simplified way to collect and maintain data in IRO, URA and peer review, Insurance Companies, and Attorneys. You will quickly see what cases, tasks, documents, payments, faxes, and emails are due. Task List - Created automatically for each case. Reports - Easy point and click to generate financial and case reports. Case closing Report - Automatically generated, and sent to the appropriate state agency.

ISMIS offers market-leading functionality out-of-the box, with the flexibility to adapt and add new features. Our UK-based experts, Chartered Insurance Institute, and Microsoft-qualified Insurance Technologists are available to support you from planning through to implementation and ongoing support. Our fully hosted, web-based platform ISMIS was designed for MGAs as well as insurers. It allows for incredible speed-to market and scalability. ISMIS allows you to sell and manage your products directly through your broker network or via integration with aggregators or comparative broker platforms. You can use the full point-of-sale functionality for quote, transact, and produce high-quality PDF policy documentation to cover new business, midterm adjustments, cancellations, and renewals across a variety of product types.

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.

Our proprietary OCR technology will automate your work and instantly read and populate all your COIs within the system. Our certificate of insurance tracking software will save you and your employees hours of manual entry. Don't let expired COIs slip by your fingers! You can easily schedule renewal requests and send emails to communicate with the necessary parties about policy status. Our configurable interface makes it easy to view all important COI data. You don't want to be the middleman. Producers, Providers and Vendors have the option to upload Certificates of Insurance directly to CTrax. They can also check the status of their COIs in file for verification on-the-spot. Confidence in organizing projects To make it easy to track and manage vendors over time, group COIs by project. This is the ideal solution for clients who have vendors on multiple assignments.

The most accurate and powerful solution on the market for claims processing. CyberSource Medical Claims Scanning Solution is a turn-key system for HMOs, PPOs, TPAs, or Self-Funded Organizations. It can be installed at your location to automate data entry for CMS-1500, ADA 2006 UB-04, and enrollment forms. CyberSource uses advanced "intelligent", combined with your business rules to recognize, validate, and format the data from medical claims forms. Fuzzy Matching uses intelligent search to identify the exact match between your provider and member database. The matched data can then be used to verify and correct the medical claim data before it is sent through to adjudication. Combining industry-leading OCR efficiency, business rules and "Fuzzy Matching", results in exceptional accuracy for the data from your medical claim forms.

The adjudication program is the core of PBM Express. Claims go through hundreds of edits to ensure accurate processing results, regardless how difficult the plan design is. The parameter drive program allows for a flexible architecture that allows clients to customize as required. Laker's innovative software solution delivers superior performance and industry-leading uptime to clients. Laker is a technology leader and continually improves its systems to meet our customers' growing needs. Customers of Laker have the advantage of the most efficient, flexible, and durable system on the market. Laker works closely alongside our customers to develop and test new products that allow them to compete and win new business. Both Laker and our customers have the best interests to make changes to the software quickly and efficiently to allow for this growth.

Claims adjudication for short- and long-term disability claims. Available as an on-site license (ASP) or as a hosted app (ASP). Microsoft technology: SQLServer database with Windows front end. Highly acclaimed Customer service, staffed by experts in health care claims with at least 12 years of experience in the field. Support calls are recorded and status is available online. Plans can be copied and modified quickly using the plan modification feature. Auto-adjudication with benefit codes built using business principles based on more than 25 variables from the claimant and claim records that were made available to the adjudication engines. Inbound claims can either be scanned images or EDI. HIPPA EDI-5010 transaction sets. The system can be loaded with UCR Schedules and re-pricing fees in advance of the effective date. The date-driven logic will reprice based on the date service was rendered.

I-CAPS, an Intelligent Claims Administration System, addresses all functional areas in the health claims payment environment. It uses a single architecture that covers the needs of payers, including billing, enrollment, claims, claims management, contracting and pricing. Our Intelligent Claims Administration System, I-CAPS, and our Coding Compliance Software (Advanced Value Scale -AVS), support knowledge-based decision making to help our clients reduce costs. With (Advanced Network Administrator -ANA), it is easier to ensure the integrity of Provider data. Our (RB-UCR), which is the first industry-first Resource-Based Usual Customary and Responsible fee schedule based upon RBRVS/NCCI, is also easier. Cost Containment Audit and Recovery Services, (CCARS), can be used to perform a non-invasive audit of claims effectiveness.

Analytics-driven claims and remittance management software for healthcare providers. It is designed to automate workflows, increase resource utilization, prevent denials and accelerate cash flow. Your first pass claim acceptance rate will increase. Our comprehensive edits package will help you keep up to date with changes in payer rules and regulations. Automated tasks and intuitive workflows that are exception-based will increase productivity. Our flexible, cloud-based technology is available to your staff from any computer. Automated generation of secondary claims and explanations of benefits (EOB), from the primary remittance advisor, will help you manage your secondary claims volume. Predictive artificial intelligence (PAI) helps you focus on the claims that are most urgent. Avoid denials and errors before submission. You can process claims faster. Print and deliver primary paper claims. Collated claims and EOBs can be added for secondary claims.

Acrometis' flagship claims processing solution provides unparalleled workflow management. Documents are automatically routed using a configurable rules engine. Acrometis business rules, which are based on claim assessment scoring, claim compensability matching, body part to claim compensationability matching, jurisdictional directives and relatedness scoring, are designed to reduce claim costs and length. CLAIMExpert automatically processes 65 per cent of all incoming medical bills. Documents that require adjuster intervention are flagged for easy review and quick decision making. All incoming documents are processed automatically with no adjuster intervention. In the first year, clients typically see an average of 11 to 23 points improvement in their medical loss. CLAIMExpert has rules for more than 190 document types. This allows you to quickly handle whitemail and other documents that may come across your adjuster's desk.

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.

Your clients will benefit from your expertise as a strategic business consultant. Use the Zywave Analytics Cloud to help your clients evaluate their workers' compensation losses, claims, and health plans. Show your partner, not just your top clients, how invested you are in their success. Your agency's analytical capabilities can be highlighted and used to deliver cost-saving, targeted advice. The powerful tools in Decision Master Warehouse + PlanAdvisor allow you to uncover hidden costs and model possible plan design changes. You can also deliver targeted cost-saving strategies using these tools. ModMaster's advanced analytics will help you identify trends and cost drivers, and open your clients' eyes to the potential impact of mods. The RALLE Warehouse reports are easy to use and can help you discover the root causes of your auto, property, workers' comp, and general liability claims.

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.

LMS allows for efficient trading and management residential whole loans. LMS allows you to monitor your entire loan pipeline, manage third-party reviews, fund/settle loans in a seamless, automated manner. Through our portal, sellers can lock and price loans on either a flow basis or in bulk that meet your product's eligibility criteria. They can upload credit documents and meet conditions during reviews. Securely upload credit documents to a trade, pool, or loan level. Secure integrations allow you to exchange documents with third-party vendors. Direct orders to the appropriate diligence vendors based upon product and volume. Utilizing automated vendor data feeds, view and resolve the results of third-party reviewers. Generate funding schedules using amortized balances, calculated interests and fees.

The Borrower Intelligence Platform by TrustEngine helps lenders to increase loan applications, build loyalty with customers, and boost borrower retention.

Startech Software's TotalEclipse™ product offers a fully-featured single-database Claims Management & Medical Bill Review Software Application. TotalEclipse™, the culmination over three years worth of development and testing, was created by real claims adjusters and bill reviewers as well as administration managers who use this critical software every day to do their job. Software is often designed with the user in view. TotalEclipse was developed with our users in mind. The application was built around real-world workflows and focuses on making it easy to access the most important information for the job. Eclipse provides the processing power, functionality, and reporting capabilities that you need to maximize productivity and reduce costs. The single-database backend can be scalable to work with either the Microsoft SQL Server™, or Oracle™.

Expert makes it easy for agents to work with you and your insureds. Expert is a key asset to your company and will help you retain and grow it. Switch to [dot]Expert to make your company Grellow. This flexible and easy-to-use software allows you to manage every aspect of a policy's lifetime. You have complete control over your policy rating, management and underwriting. Automate your routine while reducing operational costs by batch processing and automation. A comprehensive report library displays all the data you need from your business. You can improve customer satisfaction by making claims processing faster and making it easier for agents and insurers to access the data.

ISO has been a leader in information about property/casualty risk since 1971. We offer a wide range of personal and commercial insurance lines, including actuarial, underwriting and claims information, policy language, statistical, actuarial and fraud-identification tools, as well as technical services. Verisk and its ISO business, its flagship, offer products that help insurance professionals, MGAs, brokers, agents, and others to reach new markets and remain competitive. We have one of the largest private databases anywhere in the world. We maintain billions of records each year of insurance premiums collected and paid losses. Professional staff members analyze the data of insurers and convert it into useful information. We offer data and analysis products that provide you with information on risk management, catastrophe claims data, and vehicle rating symbols that you can import into your database.

Recordables offers software solutions for managing liability claims. Software solutions for improving claims management, including Auto, General Liability, Property, Incidents, etc. Software that tracks incidents and claims for insurance policies, Recordables Liability, organizes auto, property, general liability policies, and more. TrackAbility offers comprehensive liability claims management software solutions. This software tracks all claims and liabilities. You can create customizable liability claims types using user-selected criteria. Safety professionals and field workers can collaborate on claims and reports, continuing with the addition of photos and videos for incidents and claims. You will have a complete view of financial data that is necessary for claims management. This includes information about payments and losses, as well as data on individuals, locations, policy specifications, etc.

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.

Over 30 years of providing midsize property and casualty insurance companies with rating solutions. EZ-RATER Systems was founded in 1980 and is one of the earliest startups to automate rating in the insurance industry. We have been at the forefront of technology for over 30 years, even as platforms evolved from DOS to Windows and the Web. This has allowed us to create rate-quotation software that is better, faster, smarter, and more efficient. We are proud to be the pioneers of automated rating. Our 30-year track record of providing high performance software and reliable, quality service at an affordable cost is a testament to our 30-year history. EZ-RATER has a deep understanding of insurance quotation concepts and expertise in rating P&C insurance. We are familiar with all AAIS and ISO standard market programs and can create online rating systems that are affordable and easy for agents. We are also able to assist insurance companies in customizing their programs.

We are a market leader in providing an information exchange platform that allows for collaboration and information sharing within the insurance industry. We are the first to offer Software as a Service (SaaS), for the motor insurance sector. This model has been successfully implemented across the insurance ecosystem. Our infrastructure has allowed our clients to grow quickly without having to spend a lot of money. It also allows them to transform faster and at lower costs.