Best Insurance Software for Microsoft Excel

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.

HomeZada, an online platform and app that allows homeowners to manage their biggest asset and largest expense, their home, is what HomeZada does. It provides a cloud-based, secure solution that allows homeowners to track their home inventory, manage home projects, and understand total homeownership costs. It is also an option that helps homeowners service businesses in areas like insurance, mortgage, real-estate, and home building to retain and engage existing customers and attract new customers.

We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo’s cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you’ll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.

HoudiniEsq, a browser-based web-based law practice management system for modern law firms, is advanced and flexible. HoudiniEsq is available in the cloud and on-premise. It offers a rich feature set that allows law firms to streamline workflows and capture and classify all documents. It also automates billing, task scheduling, group calendaring, and automates billing. The platform integrates with solutions like LawPay, Microsoft Office and Outlook. It also integrates with Evernote, QuickBooks.

Document AI software equipped with advanced OCR capabilities enables the transformation of unstructured documents—such as pay stubs, invoices, and bank statements—into actionable data. This solution accommodates documents in various formats with minimal initial setup required. In just a few clicks, users can extract essential details like totals, invoice numbers, and payment terms from multiple invoices simultaneously. Additionally, it allows for the categorization of table line items while providing calculated attributes to facilitate automated decision-making. The captured data can be reviewed using a human-in-the-loop tool and validated through external APIs or databases. Ensuring the highest level of security, we implement enterprise-grade measures to keep your data safe. Users maintain complete control over their data processed through Docsumo. Moreover, automated processing of rent rolls can lead to a 50% reduction in operational costs. Customers can be onboarded in real-time through efficient logistics document processing, and tax return details can be verified instantaneously with the intelligent OCR API. Furthermore, our system guarantees error-free data extraction from Energy & Utility bills, enhancing overall accuracy and reliability. This technology not only streamlines operations but also significantly boosts productivity.

Our insurance commissions calculation software saves you time and recovers profit from missed Medicare and other insurance lines. Our insurance commission management software automates tracking missing payments and calculates all commissions, overrides and splits, overrides and bonuses. Multiple carrier reports will automatically be converted into standard formats to allow you to extract useful reports from them. Easily check discrepancies and errors and export these in report format.

Market Quest is an advanced yet user-friendly database marketing and customer management tool that enhances sales and provides a competitive edge while maintaining orderliness. With its capabilities to send E-cards, newsletters, videos, and offer numerous customization options, Market Quest seamlessly integrates into your website to capture entry forms and assign them to a sales representative, ensuring no lead is lost and fostering customer loyalty for future referrals. Designed for busy sales teams and marketing departments, our automation system simplifies the marketing process, enabling users to effortlessly add contacts to the database. Once added, these contacts automatically receive newsletters, birthday E-cards, holiday greetings, and seasonal messages, along with other drip marketing initiatives. This sophisticated automation system is adaptable for both individual sales professionals and teams, streamlining their marketing efforts and enhancing productivity. Ultimately, Market Quest not only boosts efficiency but also cultivates lasting relationships with customers, paving the way for sustained business growth.

Insurance Software for Carriers & MGAs Transform your insurance operations with our ready-to-go, configurable solutions. Our low-code technology accelerates product launches, enhances underwriting speed, and boosts distribution connectivity for insurers and MGAs of all sizes. Embrace digital transformation and drive efficiency in your insurance processes worldwide.

Rehash is an innovative low-code insurance platform specifically crafted to expedite digital transformation within the insurance sector. It provides a range of ready-to-use features, such as engaging customer journeys, advanced rule and journey engines, and adaptable web components, which empower insurers to swiftly implement direct-to-consumer models while improving customer experiences throughout the entire process from issuance to payout. The platform is designed to handle various question formats, including numeric, text, dropdowns, checkboxes, and radio buttons, which helps create well-organized questionnaires that gather essential information without overwhelming users. Rehash's robust quoting engine can function with Excel-based rate files or established APIs, streamlining the quote generation process so that customers can easily calculate their needs and obtain relevant quotes quickly. In addition, the platform includes co-browsing features along with integrated live chat and call support, ensuring users receive assistance when needed. This combination of capabilities makes Rehash an essential tool for insurers aiming to modernize their operations and foster better customer relationships.

XLayers is a comprehensive platform designed to facilitate the seamless management of both active and passive reinsurance processes, overseeing various elements such as assignments and retrocessions, while addressing technical, administrative, and reporting needs. Tailored for insurance firms and groups, it supports multiple currencies and effectively handles both proportional and non-proportional reinsurance, regardless of whether they are mandatory or optional. With XLayers, users can efficiently manage and verify reinsurance activities—ranging from the allocation of technical components like premiums and claims to the administration of reinsurance contracts and the preparation of accounts for reinsurers and brokers, as well as integrating with the overall accounting system. The platform features an advanced statistical engine that allows for the filtration and extraction of detailed information, ensuring users have access to crucial data. Furthermore, XLayers is characterized by its user-friendly design, intuitive interface, and complete integration with clients’ existing systems, enabling straightforward data input from portfolio management platforms with the necessary detail. Overall, this creates a robust environment for insurance operations, enhancing efficiency and accuracy across the board.

SmartOffice is a cloud-centric CRM and AMS specifically designed for financial professionals, including advisors, agents, BGAs, RIAs, and broker-dealers, providing a wide array of tools for managing client interactions, workflows, data, and adherence to regulations. Key functionalities encompass contact management, tracking of investments and policies, as well as time and calendar management, in addition to opportunity tracking and advanced reporting capabilities. Prioritizing cybersecurity and compliance, SmartOffice safeguards client information while ensuring seamless integration with Office 365 (Outlook, Excel, Word) and various sales, financial planning, insurance, and marketing platforms. It boasts essential features such as centralized client histories, staff collaboration, secure remote data access, and organized management of agency operations through its agency management system. The platform is particularly beneficial for established practices aiming to streamline their tools and gain enhanced visibility into opportunity pipelines, reporting processes, and overall workflow efficiency. With its robust functionalities, SmartOffice presents a comprehensive solution for financial professionals focused on optimizing their operational effectiveness.

EbixAdvantage serves as a complete, fully integrated enterprise administration platform tailored for property and casualty insurance carriers, designed to facilitate the entire workflow from quoting and underwriting to policy issuance, management, claims processing, billing, and accounting. This system utilizes a centralized database, ensuring that most data is entered just once and subsequently shared across various modules, allowing for seamless access to policyholder information, documents, images, and more throughout the entire system. The user interface is designed for ease of use, incorporating workflows that automatically direct users to the appropriate screens, generate follow-ups and work assignments, and maintain tracking indicators and audit trails for accountability. Additionally, the product configuration offers remarkable flexibility; it features a rules-based, table-driven “product builder” that enables users to define and modify products, lines of business, rating criteria, underwriting screens, document templates, and validation rules without requiring extensive programming knowledge. Consequently, this adaptability enhances operational efficiency and supports the dynamic needs of insurance carriers.

Brisc is a cutting-edge AI-driven insurance software that aims to enhance efficiency, streamline processes, and facilitate improved decision-making for insurance teams by automating intricate operational duties across various sectors, including carriers, managing general agents (MGAs), reinsurers, and brokers. The platform comprises a collection of specialized AI agents that function as digital employees, capable of autonomously performing tasks such as reconciling bordereaux with bank statements, extracting and validating submissions and claims data, and prioritizing submissions according to underwriting standards while adhering to established business rules and workflows. With its intuitive natural language AI interface and centralized command center, known as Brisc Insights, users can pose questions, obtain immediate insights, and collaborate with agents to fine-tune workflows, produce reports, and automate time-consuming tasks. Additionally, Brisc is built on a robust AI framework that centralizes data, maintains contextual understanding, and continually evolves, employing advanced tools to comprehend, interpret, and act upon complex insurance documentation. Ultimately, Brisc empowers insurance professionals to focus on strategic initiatives by reducing the burden of routine operational tasks.

Documents are instantly reproducible at any time and location. Central to an insurance application are the rule sets and accounting mechanisms. Both detailed and aggregate transcodings are readily accessible. Calculations for limits and premiums can be executed online or in batch mode, yielding consistent results. A high level of information readiness, accompanied by fast response times, is expected. Integrated tools like Word and Excel enhance usability. Business cases can be effectively managed both going forward and in hindsight. Siddhartha navigates this intricate landscape, empowering insurers to take proactive steps within the market. Whether you need fully automated offer generation from platforms like comparis.ch or a tailored premium calculator for your website, we have the solution for you. We also provide enhancements for the entry process, including automatic notifications to both previous insurers and new customers, as well as improvements in the commission and application workflow, along with advancements in statistics and cross-selling opportunities. Our commitment is to ensure that your insurance processes are as efficient and effective as possible.