Alternatives to Agency Advantage

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

NextAgency is an agent management system that includes CRM and commission management tools. It can be used by life, senior, and health insurance agencies. NextAgency helps you save time, money, and clients. * Increase sales with powerful CRM tools to track prospects, from lead to sale * Focus your team by sharing notes and tasks that are compatible with your calendar. * Improve customer service through our workflows and customer services reports * Maintain commitments by using follow-up tools such as personal to-do lists that you can share with your entire team Our online agency library allows you to access the forms and files whenever and wherever you need them. * Automatically assign your email addresses to your prospects or clients. * Track your commissions and get reports to show you what you have earned NextAgency is simple to use and easy to customize. Get a free trial.

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.

AgencyZoom's sales platform makes it easy for you to put your producers on a rocket ship. To keep your customers coming back to you insurance agency, stand out from the rest. A dashboard that displays who is reaching goals and who is holding you back. It's as easy as clicking and dragging! Smart automation to increase your insurance sales. Automate the customer journey, from prospecting to renewals and beyond. Know exactly what your insurance producers and you need to do today, this month and next year. You'll see your agency's Google Reviews grow month by month.

Eclipse provides the robust features that independent insurance agencies require without weighing down their budget. It's the perfect tool to track data and reach sales goals. It makes it easy to find client data and deal with external accounting platforms. Eclipse allows your agency to automate many of its manual processes, giving agents more time for interacting with customers and prospects. The Eclipse Agency Management System uses a per-user pricing model. Per user pricing makes it clear how much the software will cost. Instead, agencies have a clear understanding of their investment and are in control of whether it goes up or down.

Newton by Agency Systems offers insurance agencies of any size reliable, fully-featured software systems for managing their insurance agency. This includes brokers, general agencies, commercial and personal line retail agencies, and general agencies. Even the most reliable agency management system provider will not be of any value unless they are prepared to dedicate all resources necessary for a smooth transition, including unlimited training and support. It has been proven that some agencies require more attention than others. You should ask for this support without any additional fees and without questions. We have spent a lot of time developing intelligent agency management software that will allow you to work more efficiently and smarter. Our user interface is unique and offers features and capabilities that insurance agencies have never seen before.

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

AGENCYMATE acts as a best friend, supporting Agents in all aspects of their businesses. We like to think of ourselves a virtual extension of your agency, your own virtual AGENCYMATE. AGENCYMATE is a powerful fully integrated and automated agency management solution that helps Agents provide full customer lifecycle lead-to-sale-to-service excellence every. Every single. Every day. There are so many insurance products and agencies on the market. It is important to find a platform that will help you keep your edge and win customers. AGENCYMATE makes it easy to set up your agency in just minutes. It also includes intuitive guides that will help you get started on leads right away. Your leads will be impressed by your personal responses and your team will have an easy lead nurturing process to ensure that you never miss a sale. AGENCYMATE is the only mobile agency platform that's all-inclusive and designed by agents for agents. It allows you to manage, but also thrive.

Your core business's foundational agency management system. Vertafore's best platform, AMS360, is an agency management software that allows independent agencies to grow and improve their profitability. Solutions that meet your needs will reduce time spent on accounting and finance. You can reduce the time spent on accounting and finance by setting up automatic alerts to keep you informed about rate increases and renewals. TransactNOW allows you to integrate the agency-carrier workflow and allow you to spend more time with your customers. You can access your Vertafore products with one sign-on.

The vendor presents A1 Tracker as a robust and configurable risk management system that can be used standalone or in conjunction with other business segments within an organization. Risk Management & Threat Assessment: Register of risks to track risks at all levels within an organization. This includes entity, project, asset and contract, vendor, divisions, business units, regions, and more. Real-time risk reports and heat maps, dashboard metrics alerts & notifications. Contract Management Contract module to track all types of contracts with customers, vendors, employees, and customers. Claims & Incident Management Reporting on claims and incidents for any type of claim: injury, medical, customer, insurance or asset, liability, work comp, liability, etc. Certificates & Policies in Insurance: Policies & certificates for insurance tracking with reminders and renewals. For agencies & carriers policy management includes tracking clients.

We offer comprehensive solutions to small and medium businesses that improve quality and productivity at a very affordable price. MIAS is specifically designed for Insurance Agents and Insurance Agencies. It is powerful, affordable, simple to use, and easy to integrate. It can handle daily tasks and accounting statements. We can import data from the current program to MIAS. You can enter quotations, endorsements, renewal notices and payments. You can also generate outstanding payments and sales reports. You can scan all documents, including Proposal Forms and Schedules, CIs, Endorsements, claims, and link them to policies. Templates are designed input screens that correspond to each type of insurance. You can search for policies by any information (e.g. Phone number, address, policy number, endorsement number, etc

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.

Amsoft has been in the insurance agency software industry since 1981. We intend to be here for a long time. We can summarize the basics of our company in a few sentences. We are a small business with a solid product that is reliable, functional, and cares. We have experience in the Insurance industry so we understand your problems and will work to solve them. Because that's what we want, our tech support is responsive, effective, and Amsoft is a good program that minimizes the number of calls. Your feedback makes Amsoft better every year. We made a decision years ago to convert Amsoft from DOS to Windows programs. The programming we do today is a result of that decision. We intentionally kept the coding simple because it is reliable.

Lifetime: One platform to acquire, service, engage and manage all your assets. Lifetime solves many of the most pressing problems facing life and annuity carrier today. LifetimeAcquire is an accelerated underwriting eApp product that drives direct-to consumer, call center, advisor sales. LifetimeAcquire makes it easy to configure questions, flows, UI elements, and other functions, so you can continue driving sales through all your channels. LifetimeService: LifetimeService offers comprehensive digital self-servicing to your customers. Customers can securely manage everything, from payments to beneficiary updates, with this service. No more faxes and mailers. LifetimeEngage - LifetimeEngage creates a long-lasting relationship between you, your policyholders. This can drive brand loyalty, increased persistency and health and wellness initiatives, purchasing decisions and financial education.

We can help you build and launch new products, improve your operations efficiency, or gain a better understanding of your clients to improve customer experience. More than 40 years of experience in the general market will help you connect brokers and MGAs to insurers to provide the best personal and commercial insurance lines. Reliable software will allow you to expand your business and bring new lines of business to the market. A team of experts will assist you in solving your specific problems, increasing efficiency, revenue, and reducing operating costs. You'll receive guidance throughout the design, build, and delivery phases and beyond.

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.

Insurance Agency Management System. This comprehensive HIPAA-compliant software is for independent agents and agents. It was specifically designed to solve the problems you and your team face every single day. Access to industry-specific technology at your fingertips. Manage Your Insurance Agency from Anywhere, Anytime Apizeal allows you to manage your business from anywhere. It is a cloud-based platform that allows agents and independent agencies to grow and develop their business using a specific industry-specific platform. The system integrates client management, policies, commissions processing, EContracting, lead generation tools, and marketing automation. All the information you need in one place. Apizeal is the right choice Apizeal is the right solution to make you the leader in your market. Each solution was designed to meet the needs of insurance agents and agencies. Administration of agencies. Ensure that your agency is HIPAA-compliant. Apizeal automates your workflow, saving you time, money, as well as resources.

TechCanary is a leading technology company that provides cutting-edge software solutions to brokerages, insurance agencies, agents, and other businesses. TechCanary's core product is the Canary AMS. This cloud-based, analytics-driven agency management system (AMS), maximizes agent productivity while improving customer service. This insurance solution is 100% built in Salesforce and helps agencies and brokerages manage their policies and fulfill all their service and sales needs.

Agency Impact is a new, reliable, and powerful solution that was created by retired insurance agents for agents. It works with any device, including your smartphone, tablet, computer, laptop, or tablet. We are proud to offer the most cost-effective web-based program for managing your insurance agency. We offer the most cost-effective web-based insurance agency management program for small, medium and large agencies. Agency Impact works exactly the same way as you do. Agency Impact delivers excellence and unparalleled flexibility. Agency Impact makes it possible to access critical files, view customer information, and make the right decisions from anywhere.

A management system for agencies that the entire team can use. One system that the entire team can use, from sales management to agency CRM through workflow automation to online enrollment. Gen4's sales system was specifically designed for insurance brokers. It includes all the fields and processes you need to grow your agency. The management of an insurance pipeline is different from other industries. You can view your insurance agency's pipeline by stage, closing date, and renewal date. You can log sales calls, take notes during meetings, record follow-ups, and even dictate notes to your tablet or phone. Your sales system is everywhere you go. You can access your sales notes from your smart phone while you're at client meetings or look over your pipeline at lunch with your tablet.

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.

EbixASP is an online agency management system that was built from the ground up to fully take advantage of the internet. An agency no longer needs to worry about updating agency management software or if a backup is valid. Microsoft Internet Explorer 11.0 is all that is required. Access to your data is now available anywhere, anytime, and anyplace. Your EbixASP system can be extended to your cell phone, so your agency can keep you updated with important messages while your doing what you love - selling insurance! EBIX, an international leader in On-Demand software, E-commerce services for the insurance industry, Ebix, Inc. (NASDAQ: EBIX), provides end-to-end solutions, including carrier systems, agency systems, risk compliance solutions, and custom software development for all entities involved with the insurance industry.

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.

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.

Your agency's management system is the foundation of your agency. You need it to be able to manage all aspects of your business and allow you to grow with it. Applied Epic®, the most widely used management platform in the world, is it? It allows you to maintain a clear picture across your agency's roles, locations, and business lines. This includes both P&C as well as benefits. Our Applied Epic software can be accessed via browser so that your team can quickly access data and minimize software management. Your agency can be built on a system that automates back-office operations, keeps your front-office sales team connected, and integrates seamlessly with customer service and insurance connectivity technologies. Give employees a simple, intuitive user experience. They can view account and policy information, request a quote, make a claim, and remarket their renewal. It takes only a few clicks

InsurLink offers clients 24/7 self-service digital access to the most important information. The end result? The end result? Higher client satisfaction, less E&O risk, more time to advise clients, and more money to grow your business. InsurLink helped Amaden Gay Agencies dramatically reduce the time it took to respond to simple inquiries, increase security with document sharing practices, improve the agency-client relationship, and offer self-service capabilities. Your clients expect you to respond quickly and wherever it is convenient for them. Modern, intuitive client digital experiences are key to providing clients with the 24/7, mobile, secure service they need. This will increase your profitability and client retention. Digital technology can transform your business to meet customer needs and satisfy them quickly.

Streamline mission-critical workflows and drive organic growth. Every agency requires a process for finding and writing new business while maintaining existing clients. Your agency should have access to world-class technology that automates your daily tasks so you can provide superior value to clients and prospects. Technology can help you increase sales, renewals, servicing, and get in front of qualified leads. The Zywave Sales Cloud offers a wealth of tools that can be used to enhance the entire process, from prospecting to renewals. Our comprehensive suite of tools will help you compete on a new level. It includes tools that allow you to nurture prospects and clients, generate new leads, and streamline your servicing workflows. This platform simplifies your sales process. You can identify and market new leads, coordinate all communications easily, and take control over prospect meetings by providing valuable insights.

Agentero is a tool that allows independent insurance agents to increase their revenue, save time and provide a superior customer experience. Agentero integrates with your existing technology to modernize and position you for success. It's a single solution that puts you in charge. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded application. We work with independent agencies to innovate, creating new solutions and making sure your technology is in top shape. Predictive pipeline transforms existing data into actionable insights. A data-fueled pipeline will automatically surface cross-sells, upsells and other opportunities at the right times so you can make the most of your time. Smart workflows allow you to work more efficiently. You have a powerful layer for client interaction tools that streamline communication, automate mundane tasks, reduce busy work, and more.

CRM for insurance agencies. Never lose a lead or client again due to misplaced information or a hard drive crash, corrupted spreadsheet, or a tipped-over file cabinet. Radius makes it easy to organize and manage all your leads and clients. Radius is an all-in-one solution for your Agency. Radius is the best email marketing software for your Agency. Radius can send autoresponders, drip marketing, mass emails, and SMS/Text messages. Each Radius Lead and Client has their own history, tasks, reminders, notes, information, file storage, and information. Radius Dropbox also helps you stay organized by automatically importing your emails. Integrate Radius into your business. You can define custom form fields, lead temperatures, client status, and many other things. Integrate Radius with your website or third-party app, such as a quote engine, lead vendor, or third-party app.

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.

The only integrated solution in the industry that will transform your renewal and quoting processes. To unlock your agency's full potential, simplify complex and time-consuming processes. Any insurance brokerage must have the ability to configure, price and quote. These functions are often dependent on inefficient, outdated and manual workflows. They can be error-prone and provide poor customer service. Zywave CPQ – Benefits is the market leader in innovative solutions that automate mission-critical steps of a benefits buyer's journey. Data-driven, you can configure multiple benefit options that provide strategic insights for your clients. You can streamline the quoting process by having direct access to carrier pricing. This is supported by the ability to present professional, custom-branded proposal. Simply put, Zywave CPQ – Benefits will allow you to sell and serve better than ever - ultimately driving growth.

AgencySmart is cloud-based. This means that you can access your client information from anywhere you are with any internet-connected device. Answer client questions, make calls based upon when they are due for renewal, and track their activities. Tracks and alerts about prospect and client policy renewals. Tracks service issues and alerts when they need immediate attention. Tracks changes, terminations, and enrollments. Tracks dependents turning 26 and aging out. Tracks dependents and employees turning 65 (Medicare eligible). Alerts you and tracks your to-dos. Audit tracking is complete so you can see who is working on which task. This helps you cross-sell and ensures compliance. Send reminders to prospects and clients about renewals and other important information. Important information about plan changes. Send cards and notes to celebrate holidays, birthdays, and other important events. This page lists all cross-sale opportunities.

QwikSubmit saves all information about your Insureds, and any Applications you create for them. Instead of collecting information, then inserting it into PDF forms and then generating PDF files, you can simply insert data into QwikSubmit. QwikSubmit allows you to keep track of your Submission process. Our simple forms allow you to enter all your customer's data into a database instead of converting it to PDF files (ACORD forms). Do not worry about repeating the same data. Select the type of business that you wish to submit, then fill out the clean menus. QwikSubmit will create your application packet. QwikSubmit allows you to submit applications to unlimited General Agencies. QwikSubmit allows you or your team to continue work on an Application from where you left it. Anytime. Any device.

Sircon can help you save money, reduce compliance risks, and accelerate time to revenue by obtaining and keeping advisors / agents authorized to sell. Compliance is an important part of insurance. Sircon connects all compliance stakeholders so that everyone knows who can sell.

AgentCubed, a cloud-based software that simplifies the complicated, was founded on the principle of simplifying the overwhelm. It is popular among organizations who need a simple but robust solution to the most important questions in the insurance industry. The company's customized solution combines a three-in-1 solution that combines Lead Management & Distribution with Agency & Policy Management and Customer Relationship Management. This reduces the need to integrate third-party software that does not communicate or automate properly, thereby allowing agents to take customers from A to Z. AgentCubed is an easy-to-use online dashboard that allows agents to manage leads by opportunity status, date or disposition. The built-in calculator makes it easy for both prospect and agent to complete the quotation process. Maximizing efficiency in your business and increasing client retention, compliance, and agent productivity.

Employers should spend less time managing the benefits of their group and more time focusing on their core business, which is people. Small groups can be sold, quoted, and maintained without the need for multiple platforms and paper. FormFire makes it easier to manage group benefits for small groups. FormFire's platform simplifies the process of collecting employee data. It also allows brokers to retain and gain more clients. You can instantly quote all available plans, regardless of whether they are ACA or medically underwritten. Employers can make the best decisions about the plans they offer on a digital marketplace, from major medical to pet insurance, with the guidance of a trusted broker. Employees can choose plans online and compare prices and options in real time.

A platform that uses AI to predict and place small businesses, COIs on-demand, an online application that is truly end-to-end, and more, will help you grow your business book. Layr empowers agents and brokers to provide small businesses the insurance coverage they require. Layr's technology allows companies to obtain liability insurance protection online and to pay monthly with a creditcard. We give detailed explanations of the questions and how they may affect insurance premiums. Smart Quote allows you to start a proposal right away and finish it later. Smart Quote's application is simple to use and understand because we have redesigned the standardized questions. We created our own rating algorithm to make it easier for you to compare quotes with traditional insurance brokers.

Prima XL, formerly WebXL, is a cloud-based, intuitive reinsurance software. It collects, centralizes and analyzes all data for brokers, reinsurers and insurers. Prima XL tracks all information related to your reinsurance policy (treaties, facultative policies and claims, incidents and technical data, financial data and more). All of your policies can be managed, from their underwriting through to their switching and renewals. Prima XL is a flexible solution that can be used by international organizations with multiple currencies and different GAAP requirements. Prima XL allows you to view all your reinsurance policies in one place. This gives you greater security and visibility in your data processing. Prima XL can handle all types of contracts including facultative reinsurance and treaties, as well as proportional and non-proportional contracts. It also handles excess loss, stop losses, quota shares, and many other issues.

Hi Marley's texting platform connects carriers and their partners to customers for the moment of truth. Hi Marley provides insurance carriers with all the necessary tools for claims, underwriting, and policy interactions. Insurance carriers can deliver the seamless, modern communication experience that today’s insureds demand with our integrated, AI-enabled SMS solution. Hi Marley is a platform that is exclusively designed for the insurance industry. It offers best-in-class functionality and features that are sure to delight customers. Our web-based application allows representatives to interact with customers while they communicate with them via text. No app downloads or webpage visits are required. Hi Marley is more than a texting platform. It's an investment in your customer's journey to insurance. Our team is rooted in insurance and solves the problems we know.

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.

TL LeadManager®, our lead management system, is exclusively for Life and Health Insurance Agents. It's easier than ever to manage your Medicare Supplement, Long-Term Care, Final Cost, Annuity, and other leads. TL LeadManager is the perfect solution if you don't like or don't have a lead/contact management software. This CRM-based contact management system, CRM, has many features and is easy to use. It's designed to reduce the time spent on leads and maximize your selling time. Reduce paperwork, become more organized and sell more policies. We can make direct mail marketing as easy as possible when used in conjunction with TargetLeads®. Whether you are using Turning 65 lists to get Medicare Supplement or any other type of insurance leads, the TLLM program will allow your to manage, follow up, and run reports on all your campaigns.

TBW Integrated Management System (The Broker's Workstation), is a fully integrated SEMCI for insurance brokers in Canada. The Broker's Workstation is a fully-integrated suite of automation tools that support the operations and brokerage of property and casualty insurers. TBW, built with CSSI's real-time, industry-leading technology, is continually enhanced to help brokers remain competitive and better service their customers. TBW integrates IntelliQuote rating and underwriting into one system to maximize broker efficiency. IntelliQuote combines rating, quoting and underwriting for Home/Tenant/Condos, Personal Autos, Commercial Autos and Agro. Upload and rating in real-time. CSIO application generation and pink cards with direct upload to company capabilities. Manuals for 1,800 Insurance Companies/Regions/Lines are supported. API and direct company ratings are available.

Common insurance software has two major problems. First, many 'off the shelf' solutions don't provide the functionality you need. A bespoke system can also be costly and time-consuming to develop. CIGMA, a cloud-based modular insurance software system, allows us to quickly create a solution that suits your business needs. We can also use your branding and internal processes to make it easy. CIGMA was designed with the financial and insurance industries in mind. It has a standardised approach to interacting with clients and users. This means you won't have to worry about regulatory compliance. All sales staff, brokers, underwriters, and management can log on from a website or mobile device to view, approve, or track client records and quotes. All client records are recorded and tracked. Online application forms and quotes can be customized to your requirements and modified as your business grows.

AgencyBloc is a management platform for life and health insurance agencies that helps them grow and secure their business. It includes sales enablement, quoting, client and policy management, commissions processing, and more. AgencyBloc is your life and health insurance agency. It has all the features you need to manage your agency, communicate with prospects and clients, and grow your business from any location.

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.

We are a leader in the provision of software solutions for insurance agency management. Our goal is to provide innovative applications and services that improve our clients' businesses and give them an edge over their competitors. What does this mean for you and your business? This means that your business will experience higher customer satisfaction, increased profits, and lower operating expenses. Our product is an insurance CRM software for agents and insurance agencies that is cost-effective and comprehensive. It was specifically designed to meet the needs of modern insurance agencies. Our insurance agency management software, "Aspire", is the result of collaboration between experts in both software development and insurance. Our clients receive innovative, first-to market insurance agent software features that are unique to us. Our insurance agency management software is designed to be simple and cutting-edge for insurance agencies.

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.

Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner. You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.

In today's slow economy, and competitive business environment, an affordable insurance agency management system is essential. It will allow you to process your workflow more quickly than ever before. ARS Manager Plus will increase the productivity of your staff and make your agency more profitable. ARS Manager Plus 32-bit Agency Management System gives you complete control over your agency. Manager's extensive features enable you to maximize your agency's automation potential. This third-generation Agency Management System (ARS) contains many important features. ARS Manager Plus is not your average insurance software program. It is a fully-featured, state-of the-art agency management software.

Agency Anywhere ACORD forms™ is the perfect solution for many who are switching to working remotely. It makes it easy to use ACORD Forms. As needed, agency management options can be modified or removed. Pay only for what you use. Choices ACORD forms™ are easy to fill out, save, sign, group, sort, combine, and email. Choices Agency Anywhere™, software allows you to select and pay only for the features you need. You can add features as your insurance agency grows. This saves time and money. ACORD Forms are standard forms used in the insurance industry. Choices Software, Inc. has been adding value to ACORD Forms since over 30 years. ACORD sets standards for ACORD Forms.