Best Insurance Software with a Free Trial of 2024

The only platform you will ever need for life underwriting is s360. Complete underwriting workbench with Automated Underwriting, Predictive Models, Tele and Video Interviews, Accelerated Underwriting, and API-integrated Paramedical Exam Report Collection - Have full control over your Case Pipeline and operate elegantly and independently. It was designed using a data-focused approach to provide deeper underwriting insight. It converts your unstructured medical data into structured insights. It is rich in risk analysis channels, including predictive models, interviews and automated underwriting.

Our self-service platform allows insurance product owners to configure and update their products easily, without IT dependency. Joshu was designed to give insurance professionals tools to harness digital distribution and win new markets faster. Joshu's portals, underwriter desk and other features are designed for insurance professionals. They come with many features that accelerate product setup and support the entire lifecycle of a contract. Joshu, founded by technology experts with experience in selling insurance online was built to give insurance professionals tools to harness digital distribution.

PolicyHandler is a web-based policy management system for Workers' Compensation. It was created to support all phases in the policy lifecycle. PolicyHandler is robust and comprehensive. It includes quoting, data driven rating tools, direct billing, automated renewal process, automated billing, and optional workflow tools. PolicyHandler has emailing capabilities that allow you to send and receive mail within your policy file.

FileTrac is the #1 claims management software in the industry. FileTrac Evolve builds on this reputation. This enhanced version is an integral part of the Evolve Suite - a comprehensive platform that revolutionizes your claims management process. FileTrac Evolve, a leading web based claims management system, is designed for independent adjusters and third-party administrators. It also works with managing general agents and insurance companies. FileTrac Evolve comes with a diary system that includes reminders. It also integrates with Quickbooks and Outlook, Xactanalysis and Symbility. Other key features include time tracking, expense tracking, invoices, adjuster timesheets and image and video uploads. Accounting reports, quick notes and more are also included.

CaseworksPro is a web-based, affordable claims administration system that can be used to support a wide variety of claim processing needs. CaseworksPro was developed by Insurance Technology Solutions and is designed for carrier claims departments, self insured retentions (SIRs), and third-party administrators. This simple-to-use software offers many features, including SIR client-centric workflows and policy data capture, oneff and scheduled payment, user-defined access permissions and check printing, electronic reporting, NCCI and ISO code capture.

Virtual Benefits Administrator (VBA), the industry's best cloud-based benefits administration solution, is VBA. VBA offers a wide range of functionality and flexibility that allows users to manage their medical, vision, and dental care.

mPACS by Mandon Software, a specialist insurance software solution, is designed for insurance brokers, agents, managing general agents (MGAs), as well as Lloyds coverholders. mPACS is robust, flexible, and rich in features. It provides a complete solution to managing claims, policies, and quotations. mPACS is available on-premises and in the cloud. It offers a rich set features for documenting.

Agency Master is a state of the art insurance agency management software solution that was specifically designed for the trucking, equine and aviation industries. Agency Master is available in cloud or local settings. It promotes paperless offices by providing powerful capabilities such as workflow, certificates accounting, ACORD, company-specific forms and integrated e-mail. Reporting, carrier access, history and more. Agency Mater features an intuitive toolbar with task list and everything an agency needs in order to seamlessly manage their client base.

In today's competitive market, efficiency and ease of use are essential. Our web-enabled Rate, Quote, and Issue solutions can be adapted to meet the needs of large volume environments. Our Workflow Framework is flexible enough to meet your internal and external needs. MGAs, MGUs and Carriers can all offer their products in a controlled, secure manner. TopSail makes it easy to manage your underwriting portal. It covers everything from the basics of rate and quote to full forms management/policy issuing and endorsement processing. TopSail provides rich email messaging, alerts, automated renewal processing, as well as the ability to feed any back-end systems. After the submission and underwriting cycles are complete, you will have a rich collection of data that can be used to harvest Management Information essential for staying competitive.

PDSpectrum, a web-based modern policy management software solution, allows users to manage sales and billing, claims, accounting, and more. PDSpectrum features include administration, document management, rating, underwriting and rating. PDSpectrum can be accessed via a secure web browser connection. PDSpectrum provides full data connections to and integrations to its partners, such as LexisNexis and InsVista.

Market Quest is a powerful yet easy-to-use database marketing and customer management program. It can help you increase sales and give you an edge over your competitors. Market Quest can send Ecards, newsletters and videos. You have the option to customize it further. Market Quest integrates with your website to capture all entry forms and assign them to a sales professional. You can also retain that lead and help to generate future referrals.

ScanNStore is an electronic document storage and retrieval software that comes in a small package. It is the ideal solution to increase productivity by electronically organizing and managing paper documents. ScanNStore allows you and your staff to quickly scan, index and store your claims, attachments, and other documents. You can search through multiple indexes to display claims and any related information on-screen as if you were looking at the original paper. ScanNStore is the best solution for those who need immediate access to claim information. For 30 days, contact us to get a fully functional multi-user copy of ScanNStore. Volume seat licensing and discounts for vendors are available. Supports a variety of TWAIN scanners, including production level scanners such as Fujitsu and Ricoh, Bell & Howell, and Panasonic. Supports single-page or multi-page batch scanning. Also supports automated document feeder, page size adjustment, contrast adjustment, and page size.

HIPAAsuite was established in 2001 to provide the healthcare industry with a range of HIPAA compliant EDI options that simplify the complexity of EDI files. Our HIPAA EDI software products have been strategically designed by industry professionals to streamline electronic medical processing workflows in a standardised and HIPAA-compliant manner.

XDimensional Technologies is a provider of a comprehensive platform to manage the insurance lifecycle for more than 20 years. The Nexsure Insurance Platform was built for the cloud and offers a complete suite of insurance services that can be used to support the entire insurance industry. Nexsure connects all the key stakeholders to enable a digital experience across the entire policy and distribution lifecycle. Nexsure Insurance Platform is unique in that it automates critical workflows like submission, underwriting and quoting, as well as billing and commissioning within the evolving distribution system. The Nexsure Insurance Platform provides clients with a number of tools that automate and manage relationships, including real-time distribution partner and client access portals. This allows them to improve their customer and partner relationships and achieve significant efficiencies in managing their business.

Veruna leverages the Salesforce platform to bring insurance what other industries have used for years. Your agency now has a system that you can customize to sell more, increase efficiency, and better serve customers. Veruna is a revolutionary insurance management system that will help you free yourself from the binds that have held you back for so many years. Veruna puts the agency first by allowing agencies to customize their software to fit their business processes. This includes building customer workflows and automating back-end processes. It also allows them to interact seamlessly with tools, customer-direct websites, and portals. Independent agents who are forward-thinking and willing to change the status quo of dominant providers must step up. Veruna allows agencies to easily set up their systems to prioritize the most important things to their business, such as helping customers, growing their business, and finding unique solutions.

Comprehensive policy management services are provided for a variety of insurance classes. They provide simple, end-to-end policies administration solutions. It provides a comprehensive view of the business and allows users to develop analytical skills by leveraging data and expertise for accurate information and timely decision-making. This tool will help you set meaningful targets, gain insight on trends in the business industry, and analyze your work relative to your competitors. Insureqlik is an insurance platform that includes components for policy rating, underwriting, billing and claims, printing, CRM & HRMS & Payroll, agent and policyholder portals, as well as components for policy, rating, underwriting, policy, billing, policy, rating, billing, policy, rate and underwriting, policy, policyholder portals, policyholder portals and more. Personal and commercial lines carriers can access robust and flexible underwriting systems and policy administration software. The industry's most user-friendly configuration toolkit simplifies market changes and speeds them up.

Premium Finance Software does more than just billing and quoting. It is an enterprise loans management software that provides cash management, receivables monitoring, income monitoring, client servicing and compliance, as well as financial reporting. An enterprise-grade solution that is specifically designed to manage the workflow and situations associated with healthcare payment plans will give you peace of mind. Our platform was specifically designed for Realtor Commission and Commission Advances. It focuses on reducing overhead while maintaining a strong relationship with your clients. One platform that connects service providers, carriers, clients, and dealers. We offer customized payment plans, service the contract, and keep you in control of your business. Third Eye Solutions is a leader in the industry due to its industry knowledge, state of the art technology platforms, and ability guarantee rapid speed to market. Our commitment to our customers is unmatched!

Unrivalled customer support and a web-based solution for claims management. ClaimPilot's web-based claims management software is designed for claims professionals who want to scale their business. It provides all the features, functionality, and ease of use you need to view financial information and claim details with custom reporting. With customizable features, you can address the increasing demand for data inputs. Increase efficiency in claims processing. ClaimPilot is not a heavy, feature-loaded, risk management-focused software package. It also offers the features you need to manage your workers compensation claims, including Lloyd's compliance and workers comp functionality. You also get our legendary customer service. Our experts work with clients to create custom reports and functionality that will support their growing businesses. We believe that success is only possible if you are successful.

The system has a variety of configurable workflow elements that can be integrated. These elements, which include data pre-population, navigation shortcuts and dynamic fields, as well as task load management tools, work together with an adjustor or team supervisor. All of these elements enable an intuitive and efficient user experience. The ease with which data can be accessed and extracted from systems sets them apart. This holds true for reporting and interfacing (internal and external). PCIS has invested heavily to develop a proprietary B2B interface layer which standardizes, stages and verifies data entering and leaving the database. This allows for more flexible integration and better Reporting BI. End-user friendly reporting platform: 100+ Canned Reports. Drag Drop & share Dashboards. Dedicate Reporting Database.

LeadOrganizer™, a web-based customized online agency management system and Customer Relation Management (CRM application) for the insurance industry. It is a targeted and customized solution that combines contact management, document management and time management. SFA - LeadOrganizer™, supports lead management, communication tools and scheduling. Performance tracking can also be used. LeadOrganizer's SFA functions can be integrated with paramed order, auto fill, and an enhanced instant term-life quoting tool. A powerful built-in application that provides instant quotes for Term Life insurance offers real-time quotes. Online assessment and instant quotes will help you make faster decisions and increase your sales.

Each EZLynx product can be integrated with our agency management system and comparative rater to create a single platform. You can either bundle products to increase efficiency, or you can purchase them individually. EZLynx is an innovative insurance software that streamlines the workflow of your agency. You can combine products to increase productivity and purchase products individually to suit your business's needs. Each product can be integrated with our agency management system and comparative rater to give you a single platform to manage all aspects of your customers' lives. EZLynx offers a variety of services, including real-time home and car insurance quoting through your agency website. Email marketing is also available. Agents can maximize client acquisition and client service throughout the entire client life cycle with the cloud-based system. All of your customers' documents, policies, and quotes can be found in one place.

SpyGlass, our enterprise-class software for managing health claims, is a powerful and flexible solution that allows for fast and accurate claims processing. SpyGlass makes it easy to set up benefits and plans. BenefitDriven is fully integrated with SpyGlass and provides eligibility, contribution accounting, pension management, and payroll management to the Taft-Hartley sector with all the data and processes for Participants as well as Employers. HIPAA Director, our all in one EDI gateway & scheduler acts as a hub, allowing you to connect with vendor partners to help reduce transaction costs, manage batch transfer, and automate transfers. SpyGlass gives you a detailed, panoramic view of your population. You can drill down to more detail. You have access to hundreds of reports, fully customizable dashboards and total control over the system.

Find out why insurance adjusters and contractors choose our easy-to-use Estimating Software to Process Claims and Property Repair. Create estimates, sketches, digital pictures, reports, and other insurance forms, with minimal training. Never pay again for technical support calls. Our knowledgeable and friendly support representatives are available to help you. Simsol offers the most competitive rates, especially if you sign up for an entire year. ClaimsWire, a web-based software solution designed for insurance companies, allows for electronic assignment, tracking and exchange of data related to property claims. It integrates seamlessly into Simsol and supports all platforms for property estimation. It has powerful management and review features, built-in accounts, and more.

Virtual diagramming, voice annotation and photo documentation are all available in your palm. It is quick and easy to capture claim information onsite, eliminating the need for followup visits. This also gives policyholders a great opportunity to be involved in the settlement process. In just a few steps, adjusters can estimate, document, and close a claim. This allows for a quicker, more efficient, and more accurate claim settlement. Mobile Claims makes it possible to settle claims onsite with onsite estimates. Our algorithms, which are logic-based questionnaires that generate loss-specific estimates in fraction of the time it takes to build standard estimates, can be applied to create custom estimates in a fraction the time. It is easy to integrate, train and use. The cost of changing is virtually eliminated, which has huge benefits for carriers, adjusters and contractors as well as policyholders. Fully equipped with aerial imagery/measurement and 3D virtual diagramming, geospatial visualizations, video collaboration, contents, and so on.

CCiRater's power can be harnessed to create a new world of policy management and superior rating. This will make time-consuming tasks simple and efficient. Your agency will be more competitive if you give your producers more power.