Alternatives to AgencyBloc AMS+

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.

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.

InsureCRM harnesses the power and automation to enable insurance carriers, brokers, and agencies to increase sales and customer acquisition. It allows insurers to manage administration, organize customer information, automate underwriting processes and resolve claims quickly. The agile solution features next-generation functionalities that enable insurers to collaborate in real time and find more cross-selling and up-selling opportunities.

Insly offers a comprehensive range of software solutions that can be tailored with your own custom modules, allowing you to streamline and fully automate all the processes necessary for operating a thriving insurance enterprise. It includes everything required: forms, workflows, a rating engine, a document template editor, an endorsement library, capacity management, and much more. The platform provides built-in support for broker channels, enabling seamless integration. APIs grant access to all functionalities, facilitating the creation of an ideal Direct-to-Consumer experience. You can automate standard cases for new sales, policy adjustments in the middle of terms, and renewals without hassle. Additionally, all premium accounting tasks are efficiently managed, and you can generate bordereaux and management reports with a single click. The system allows you to design your custom reports and incorporate third-party data to enhance the decision-making process for your underwriters. Furthermore, it easily integrates with your entire technology stack, whether it's legacy or cutting-edge. This flexibility ensures that your insurance operations run smoothly and effectively.

AUSIS – Comprehensive Behavioral Underwriting AUSIS empowers insurance companies to conduct thorough underwriting, scoring, and decision-making instantly. By utilizing AUSIS, businesses can experience significant decreases in costs, time, risk, and fraud while simultaneously boosting efficiency and decision-making capabilities through alternative scoring methods and additional features. Furthermore, AUSIS enhances the straight-through processing (STP) rate from non-straight-through processing (NSTP) and allows for non-invasive health data collection from various sources, including air quality index (AQI), geographical location, mortality statistics, social factors, images, videos, health monitoring devices, weather conditions, sanitation levels, and more. With AUSIS, insurance firms can achieve as much as a 40% reduction in the costs associated with issuing each policy. This innovative solution not only streamlines the underwriting process but also provides valuable insights that can lead to better risk assessment and management.

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.

TL LeadManager® is a specialized lead management platform tailored specifically for agents in the Life and Health Insurance sectors. It simplifies the management of Medicare Supplement, Long Term Care, Final Expense, and Annuity leads, making the process more efficient than ever. If your current lead or contact management system isn't meeting your needs or you’re not completely satisfied, it's time to give TL LeadManager a try. This comprehensive and user-friendly CRM is designed to reduce the time spent on managing leads while enhancing your selling opportunities. By streamlining paperwork and improving organization, you can focus on increasing your policy sales. When paired with TargetLeads®, your direct mail marketing becomes incredibly smooth and effective. Whether dealing with Turning 65 lists for Medicare Supplement or various other insurance leads, TL LeadManager empowers you to effectively manage, follow up, and generate reports for all your campaigns, ensuring you stay on top of your business. Embracing this innovative tool could be the game-changer you need to elevate your sales strategy.

The process of filing claims is intricate and essential. Over 60% of individuals refrain from submitting complex claims due to the involved procedures and the time they require. Artivatic offers a specialized claims platform tailored to various insurance sectors, empowering companies to facilitate digital claims experiences, enable self-processing, automate evaluations, and implement risk and fraud intelligence alongside claims payouts. A SINGLE PLATFORM TO ADDRESS ALL YOUR CLAIMS REQUIREMENTS. Comprehensive Automation and Assessment for Claims. AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL CLAIMS – DEATH CLAIMS – FIRE CLAIMS – SME CLAIMS – BUSINESS CLAIMS – COMMERCIAL CLAIMS – EVERY CLAIM MATTERS.

Since 1980, msg life has been a leader in the market by providing innovative software and consulting services tailored for insurance companies. Our clients worldwide trust our extensive expertise and professional insights. With a presence across Europe and additional branches in the United States, we deliver both swift standard solutions and tailored services across all areas of insurance. The depth of our industry knowledge sets us apart, equipping your organization with critical competitive advantages. Our offerings are effectively utilized not just in life insurance and retirement planning, but also encompass non-life, personal liability, and health insurance sectors. At msg life, we develop smart concepts and solutions that play a vital role in your success. We assist our clients in navigating the complexities of digitization in a sustainable and reliable manner, always with a strategic outlook. Our extensive range of services includes bespoke consultancy, professional support, and comprehensive software products, ensuring we meet diverse client needs effectively. Ultimately, msg life is committed to empowering insurance companies to thrive in a rapidly evolving market landscape.

The FINEOS Platform stands out as the sole comprehensive end-to-end SaaS core product suite for clients, featuring FINEOS AdminSuite for managing everything from quote to claim, alongside add-on products such as FINEOS Engage to enhance digital interaction, and FINEOS Insight for advanced analytics and reporting capabilities. It serves as a cornerstone for your digital insurance approach. By integrating FINEOS AdminSuite, FINEOS Engage, FINEOS Insight, and robust platform capabilities, the FINEOS Platform establishes itself as the most contemporary single core insurance solution tailored for Life, Accident, and Health sectors. In contrast to outdated legacy core systems that relied on a 'one size fits all' technology model, which is no longer suitable for dynamic businesses, modern consumers, employers, and brokers now benefit from sophisticated SaaS solutions and software that elevate expectations for an insurer's digital initiatives. The previous monolithic insurance software systems primarily concentrated on the intricacies of insurance contracts, overlooking the need for flexibility and adaptability in today's fast-paced market. Embracing the FINEOS Platform means adopting a future-ready approach that aligns with current consumer demands and technological advancements.

Leading insurance firms leverage our SaaS solution to create a personalized shopping experience, streamline policy management, and enhance teamwork among clients, brokers, and health plan teams. Supercharge your operations with our top-tier platform, which delivers speed, adaptability, efficiency, and regulatory compliance throughout your organization. Ensure that you never overlook a chance to attract clients by showcasing your array of health plans and insurance offerings effectively. Increase operational efficiency, manage workflows seamlessly to maintain smooth business functions, and enhance client follow-ups. Save valuable time by allowing JET Insure to monitor events, enabling you to concentrate on essential business pursuits. Discover how we can refine your operations to meet both present and future healthcare demands, while also illustrating the ways our solution can accelerate your growth trajectory. By partnering with us, you can stay ahead in a competitive landscape and ensure sustained success.

AgentSync builds modern insurance infrastructure to eliminate complexities and drive efficiencies in producer management and compliance workflows. Improving your broker onboarding, contracting, licensing, appointing, and compliance processes, AgentSync’s customer-centric design, seamless APIs, automation, and unparalleled service enable you to grow your business, create an exceptional producer experience, and prevent regulatory violations. Manage, AgentSync’s core product, reduces compliance costs and prevents regulatory violations before they happen. Manage automates the administrative paper chase necessary to verify that agents have the required appointments and state licenses to sell. By automating such tasks, the complexity of selling insurance is dramatically reduced.

I-underwrite delivers world class auto-underwriting. We offer a complete set of software modules that can be used to deliver an end-to-end, online insurance sales process. This includes needs analysis and quote, digital signature, auto-underwriting and up-sell or cross-sell, offer and acceptance, payment processing and reporting. Auto-underwriting software Our auto-underwriting rules engine is the foundation of our digital insurance software. It is easy to quickly and easily configure underwriting rules to auto-decision life and critical illness, disability, income protection, and medical products to meet any insurer's specific needs. The rules engine can be used as a'self-contained module' that can be integrated into an insurance's hosted environment, or as a Software – as a Service model. You can access the i-underwrite U/W engine via any electronic distribution system.

EvolveNXT’s platform is designed for health insurance carriers and any commission-based business, providing a customizable suite of solutions that enhance sales performance and simplify the management of intricate business processes. With over ten years of experience collaborating with top insurance carriers, we have crafted a solution tailored to meet the demanding requirements of competitive and regulated markets. Our compliance-focused approach allows organizations to boost the efficiency of their sales channels while promoting sustainable growth in enrollment. Notably, the intricate commission structures that apply to Medicare brokers are among the most challenging to navigate; EvolveNXT facilitates the management and automation of Medicare compensation while ensuring adherence to CMS regulations. By utilizing our commission management software, insurance carriers can not only streamline their operations but also empower their teams to achieve peak sales performance, paving the way for greater success in an ever-evolving industry.

VERMEG has developed SOLIFE, a robust policy administration system specifically designed for life and health insurance providers. This system streamlines the complete management of new business activities, policies, and claims, featuring capabilities such as cash and events management, seamless accounting integration, and oversight of distribution and fees. It also addresses reinsurance, tax and legal compliance, dedicated reporting, and efficient claims handling. With over two decades of industry experience informing its design, SOLIFE adopts a client-centric model and is regularly updated to align with evolving regulatory requirements, including MiFID and PRIIPs. The platform is built to facilitate digital processing via APIs and responsive design, ensuring a modern user experience. Its high degree of automation not only minimizes administrative expenses but also includes a versatile product-design workbench that enhances the speed of market delivery. Furthermore, the system accommodates various distribution models, making it adaptable to a wide range of business requirements, ensuring that it remains relevant in an ever-changing marketplace. This flexibility empowers insurance companies to optimize their operations and meet their unique challenges effectively.

EbixEnterprise serves as an all-encompassing solution for insurance management, effectively optimizing policy oversight throughout its entire lifecycle. The platform comprises six key elements: Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analytics, and a consumer web portal. These components are interconnected, facilitating the seamless transfer of data in response to various business requirements. SmartOffice CRM empowers organizations to efficiently handle agent and broker details, commission structures, sales pipelines, and state licensing information. Furthermore, the Online Quoting Portal, HealthConnect, stands out as a premier marketplace for both buyers and sellers of health insurance and employee benefits. In addition, EbixEnterprise Administration functions as a robust policy management system, equipping users with all necessary tools to oversee policies, define insurance plans, and maintain associated rate data. This comprehensive approach not only enhances operational efficiency but also drives improved decision-making across the organization.

Introducing the Insurance Agency Management System, a robust software solution that adheres to HIPAA regulations, tailored for independent agencies and agents to address the daily challenges they encounter. With industry-specific technology readily accessible, you can oversee your insurance operations from anywhere at any time. Apizeal is a cloud-enabled management system designed to empower independent agencies and agents, facilitating business growth through a specialized platform. This system seamlessly combines policy and client management with commission processing, E-Contracting, marketing automation, and tools for lead generation, consolidating everything you need in a secure and well-organized environment. Why opt for Apizeal? Position yourself as a market leader with the optimal solutions we’ve crafted specifically for the success of insurance agencies and agents. Our tools enhance agency administration, allowing you to run a highly efficient, HIPAA-compliant agency. By streamlining your workflow, Apizeal ultimately saves you valuable time, reduces costs, and optimizes resource allocation, making it a vital asset for your agency's growth and efficiency.

USSI takes pride in showcasing its complete range of professional insurance software solutions, crafted as a comprehensive turnkey administration package. These all-inclusive software offerings are designed to guarantee that your insurance firm functions at peak performance in a rapidly evolving and competitive industry landscape. The InsurancePlus Individual Life and Health Administration software from USSI effectively oversees the management of business portfolios for both traditional and innovative Life and Health insurance providers. This solution accommodates various product lines such as Whole Life, Term Life, Interest Sensitive policies, Final Expense plans, Annuities, and Supplemental Health insurance. Additionally, USSI's InsurancePlus Group Life and Health Administration software efficiently manages portfolios for Group Health insurance companies, Self-Insured Funds, and Third-Party Administrators (TPAs), supporting a diverse range of plan options like Point of Service, Major Medical, Term Life, High Deductible, and Traditional Indemnity plans. With such a wide array of features, USSI ensures that its software solutions are versatile and adaptable to meet the unique needs of every client in the insurance sector.

AgentCubed is built on the idea of streamlining complexity, offering a widely-used cloud-based platform designed for organizations seeking a straightforward yet powerful solution in the insurance industry. The company delivers a customized approach by integrating a comprehensive three-in-one system that encompasses Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. This integration minimizes the reliance on external software, which often fails to synchronize or automate effectively, thereby prolonging the time it takes for an agent to guide a customer from start to finish. With an intuitive online dashboard, AgentCubed allows agents to manage leads based on opportunity status, date, or outcome, providing much-needed flexibility. Additionally, the platform features a built-in calculator that streamlines the quoting process, ensuring both agents and prospects are guided smoothly through each step. By enhancing operational efficiency, businesses can significantly improve compliance, boost client retention, and ultimately foster growth in a competitive market. Furthermore, this holistic approach empowers agents to focus more on customer interactions rather than administrative tasks, revolutionizing their workflow.

Introducing the only enterprise-level commission management system specifically designed for the Insurance sector. With a robust background of over three decades in technology and insurance, he has committed himself and his organization to empower and motivate clients towards growth by leveraging innovative technology and outstanding service. For the past 18 years, we have closely examined commission workflows, collaborating directly with CEOs, COOs, and commission teams from various insurance agencies, BGAs, and IMOs. Throughout this period, we have identified that agencies focused on growth, such as yours, often become ensnared in common pitfalls linked to the commission process. These pitfalls can significantly create bottlenecks, hinder growth, and lead to missed opportunities for profitability. In the year 2000, he established a company named SPI Software Solutions, which was later rebranded as GreenWave, aimed at delivering software and consulting services to sectors including banking, finance, insurance, manufacturing, and law enforcement. Our extensive experience uniquely positions us to help insurance agencies navigate these challenges and thrive in a competitive market.

Agiliux provides a comprehensive range of software-as-a-service solutions tailored for the insurance sector, specifically aimed at boosting distribution efficiency and enhancing customer satisfaction throughout the Asia Pacific region. Recognized as the first fully configurable, modular, enterprise-grade, no-code insurance platform, Agiliux facilitates omnichannel distribution, policy administration, and claims processing, all driven by open insurance APIs. The no-code application builder from Agiliux empowers general and life insurance firms to swiftly configure and launch any product across diverse cloud environments. This platform stands out for its exceptional flexibility and adaptability compared to other systems, fostering rapid product innovation and seamless integration with existing legacy infrastructures. Moreover, the Agiliux platform can effortlessly connect with a variety of third-party systems or providers on a global scale. In addition to these features, we pride ourselves on having a robust and dedicated after-sales technical support team, always prepared to assist through the most suitable channels to meet your requirements, regardless of your location. This commitment ensures that clients receive timely and effective support to maximize their use of our innovative solutions.

Our comprehensive insurance agency management system seamlessly integrates the feeds from carriers, medical prerequisites, clients, policies, and additional compliance and contracting systems into a unified platform. Equisoft/centralize serves as a cohesive management solution for insurance agencies, facilitating efficient collaboration among all parties involved in the distribution and management of commissions. The software is equipped with pre-built business processes crafted by professionals with extensive industry experience, empowering your operations. Key reports, including those on policies sold and commission forecasts, provide critical insights into your agency's performance. Equisoft/centralize simplifies the monitoring of leads and enhances the productivity of advisors through effective tracking. The system adeptly manages intricate hierarchy structures for processing payouts, while also clearly identifying any inconsistencies between anticipated and actual compensation. It accommodates diverse commission frameworks and tailored compensation types, ensuring total integration of all existing data feeds from insurance carriers and medical requirement companies. This thorough approach not only boosts operational efficiency but also fosters stronger relationships among stakeholders in the insurance ecosystem.

Innovative technology designed to streamline post-sale support, offering a centralized and secure platform for managing and reporting all your life insurance and annuities information efficiently. This comprehensive system enhances ease of use while ensuring data integrity and accessibility.

BrokerEdge, developed by Damco, is a comprehensive insurance broker software that provides an all-in-one solution for brokers across various insurance sectors. It empowers brokers to harness the advantages of automation and enhanced connectivity, improving their operational efficiency and accuracy. By utilizing BrokerEdge, customers, insurance agencies, and brokers can thrive simultaneously. The centralized platform enables brokers to streamline their daily tasks, such as maintaining customer databases, tracking leads, and updating policies. In addition to features like automated marketing, lead management, commission tracking, and policy administration, this top-tier software includes an advanced customer service portal and a mobile application, enhancing its scalability and adaptability. BrokerEdge not only contributes to increased revenue but also eliminates inefficiencies, ensuring workflows are smooth and uninterrupted, ultimately leading to enhanced service delivery. The breadth of functionality within BrokerEdge positions it as an invaluable tool for modern insurance practices.

Automate your insurance marketing and lead management to maximize the power of automation. Top producers don’t have more time than you do, they just have a better way of using them. Insureio offers a systematized, automated selling approach that results in more sales, less paperwork and happier clients. Track leads, events and tasks. Forecasting for sales and productivity is possible with opportunities posted to your dashboard. Pre-built reports are also available for instant analytics. Minimize non-revenue-generating activities. Drop-ticket app fulfillment provides proactive case management, approval automation and e-Policy delivery. Automate marketing, lead generation and sales functions. With a single click, you can implement lead nurture campaigns and status driven follow-ups. Our easy-to-use app allows you to quote over 40 major carriers for term, permanent, LTC, disability, annuities, and more.

Lifetime: a single platform for acquisition, service, and engagement. This innovative solution addresses significant challenges that life and annuity carriers encounter in the current market. The accelerated underwriting electronic application product enhances sales through direct-to-consumer channels, call centers, and financial advisors. With LifetimeAcquire, users can effortlessly customize questions, workflows, and user interface elements, allowing for ongoing sales optimization across various platforms. LifetimeService offers a robust digital self-service experience for clients, enabling them to securely handle everything from payment processing to updating beneficiaries without the need for traditional methods like faxes or postal mail. Meanwhile, LifetimeEngage strengthens the bond between you and your policyholders, promoting brand loyalty, improving retention rates, encouraging health and wellness initiatives, influencing purchasing decisions, and enhancing financial literacy. As a result, this integrated approach not only simplifies operations but also enriches customer relationships over time.

A comprehensive agency management system designed for the entire team encompasses everything from sales management to agency CRM, featuring workflow automation and online enrollment—all contained within a single platform. Tailored specifically for insurance brokers, the Gen4 sales system is equipped with essential fields and processes aimed at facilitating the growth of your agency. The dynamics of managing an insurance pipeline differ from other sectors; therefore, it offers various views based on stage, closure date, and renewal date to help cultivate a thriving insurance practice. You can log sales calls, document meeting notes, identify key issues, schedule follow-ups, and even dictate notes via your phone or tablet. Whether you’re walking into a client meeting or taking a break for lunch, you can effortlessly access your sales notes on your smartphone or review your pipeline using your tablet, ensuring your sales system is always with you. This seamless integration of technology empowers your team to operate efficiently and effectively, ultimately driving better results for your agency.

Trusted by over 100 insurers across North America, BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility. The BriteCore Platform enables insurers to seamlessly manage policies, billing, and claims; rapidly configure new products; and access comprehensive reporting and analytics—all within a unified core insurance system that includes user-friendly portals for agents and policyholders. For more information, visit britecore.com.

RiskAgility Financial Modeller (FM) serves as a dynamic and adaptable actuarial software tool tailored for life and health insurance providers as well as pension firms, facilitating the execution of precise financial models that accurately represent their offerings and organizational structures. Its design prioritizes seamless adaptation to both business workflows and compliance with regulatory reporting standards. Leveraging cutting-edge algorithms and modern software technology, RiskAgility FM significantly boosts user experience and operational efficiency, empowering companies to implement advanced analytical computations grounded in realistic economic frameworks, which in turn enhances their risk and capital management capabilities. The software is characterized by an open modeling environment that ensures precise calculations and effective reconciliations, even amidst shifts in product designs, corporate practices, and regulatory stipulations. Notable attributes include its ability to swiftly adjust to evolving business requirements, high performance and scalability for prompt outcomes, comprehensive integration with other systems to streamline reporting processes, and strong support for governance and automation, making it a versatile choice for organizations navigating a complex financial landscape. Additionally, its user-friendly interface further promotes accessibility for actuarial teams, enabling them to leverage its full potential without extensive training.

IMPACT Insure represents a revolutionary advancement in risk insurance and back-office software tailored specifically for the insurance industry. Regardless of whether you operate as a small Managing General Agent (MGA) or a large-scale insurer, our solutions can be customized to address the unique demands of your business. This customization often leads to a significantly more automated operational framework. Designed to cater to risk insurers, general insurers, insurance brokers, syndicates, and MGAs, IMPACT boasts remarkable flexibility that accommodates diverse business types, including marine, aviation, residential, life, automotive, medical, general, pet, reinsurance, and beyond. Our clientele varies from well-established multinational insurance companies to smaller and medium-sized enterprises seeking effective software solutions to enhance their growth and expansion. With IMPACT, you gain comprehensive customer management capabilities alongside the ability to manage multiple policies tailored to various business needs, while also facilitating claims processing. Additionally, it incorporates an efficient paperless office system for document generation and management, streamlining operations further. This all-in-one solution ensures that insurance professionals can focus more on their clients and less on administrative tasks.

We leverage our sharp insight into affinity product possibilities alongside exceptional digital expertise and market execution to assist insurers in swiftly accessing unexplored markets. CareVoiceOS stands as the inaugural healthcare operating system designed specifically for insurers, fostering an ecosystem that enhances member experiences and influences positive member behaviors. Our solution provides insurers with a seamless ecosystem that focuses on curating personalized digital journeys for their insurance members. This empowers insurers to play a significant role in the daily lives of their members. We support insurers in reducing costs, boosting member satisfaction, and increasing both sales growth and renewal rates. By enabling the development of innovative health insurance products tailored to specific untapped market segments, we help you connect with, educate, and convert previously unreachable customers. Through comprehensive and methodical market research and validation of product prototypes, we ensure that our offerings meet the needs of these new customers effectively. This strategic approach not only enhances operational efficiency but also drives sustained growth in an increasingly competitive landscape.

PROFIDA® stands out as our premier software solution, tailored for the diverse sectors within the Financial Services and Insurance Industry. For professionals such as insurers, underwriters, brokers, or advisers, it provides specialized features and support designed to enhance sophisticated practice management and elevate client service standards. Additionally, for clients managing larger or varied operations, PROFIDA® facilitates efficiency in handling high-volume business, opens avenues for cross-selling, and offers a comprehensive managerial perspective across all business units. With PROFIDA®, you can conveniently access your data through a standard browser interface, irrespective of your location, whether you're using a desktop, laptop, iPad, iPhone, or Android device. Our platform is compatible with Windows, Apple Mac, and Linux operating systems. Uniquely, it is the first software solution that serves both the life and non-life sectors, establishing PROFIDA® as the perfect software suite for any organization offering composite financial services products, thus positioning it as an essential tool for modern financial enterprises. Moreover, its versatility ensures that it meets the evolving needs of the industry effectively.

By having Commission Tracker on your team, you'll experience the seamless streamlining of your commission process. This robust tool empowers you to effortlessly compensate agents, create reports, and accomplish so much more. Many agencies face initial challenges when it comes to commission tracking, often using inadequate tools that lead to overwhelming situations, making it difficult to generate essential reports. However, Commission Tracker has the potential to entirely transform this experience. Gain immediate access to your data from anywhere! No need for downloads, installations, updates, or backups ever! This is especially advantageous when multiple users require access from different locations while still sharing the same database.

Numerous agencies find themselves overwhelmed by the time it takes to gather quotes from various insurance company websites. Even more concerning is that the quotes they do receive may not be reliable, which ultimately leads to a subpar experience for clients. To solve this issue, it is essential to provide clients with quick and precise quotes. Our innovative cloud-based insurance quoting tool, Applied Rater®, streamlines the quoting process for a wide array of insurers across the United States. It features a unified data entry system that facilitates the seamless transfer of information directly to the insurers' platforms. By implementing this quoting solution, your agency can boost its competitive edge, offering swift and accurate quotes that enhance both productivity and customer service. This approach ensures clients receive not only the most competitive rates but also a comprehensive suite of services. You can efficiently extract quotes from insurer websites directly into the application, enabling a faster, more accurate quoting process that sets your agency apart. Embracing this technology positions your agency for success in a rapidly evolving market.

The Plexus platform is designed to help Life and Pension providers revolutionize their operations through advanced technology, offering robust SaaS capabilities alongside effective customer engagement solutions. In this rapidly evolving technological landscape, it is crucial for organizations to stay ahead of trends and consistently surpass the expectations of their clientele. Keylane prioritizes the needs of policyholders by presenting the industry-leading platform for Life and Pension providers: Plexus. This platform integrates essential Policy Administration System features into a cohesive SaaS offering. By streamlining and enhancing processes into a flexible, modular array of vital tools, Plexus delivers significant, customer-centric experiences for industry leaders both now and in the future. Our state-of-the-art SaaS core encompasses all the essential functionalities necessary for efficient policy administration; furthermore, the API layer ensures seamless connections with both in-house and third-party applications, while customer journeys are expertly managed through our comprehensive solution, ultimately fostering deeper engagement and satisfaction. Additionally, our commitment to innovation positions Plexus as a future-ready platform that adapts to the evolving needs of the market.

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

Introducing a comprehensive insurance quoting, enrollment, and lead management platform crafted specifically for modern insurance agents. Regardless of whether your operations are primarily conducted through in-person meetings, phone calls, online sales, or a combination of these methods, Quotit provides innovative solutions that enhance your clients' experiences through efficiency, tailored services, and automated processes. By investing in health insurance software, you can streamline operations and improve productivity, ensuring your clients enjoy seamless interactions at every touchpoint. Whether you seek a ready-to-use solution or require integrated data and capabilities, we have the right options for you. Our solutions, whether bundled or as standalone cloud-based APIs, ensure that you have centralized access to health plan information from a multitude of carriers nationwide, all in one convenient location, allowing you to focus on what truly matters—serving your clients effectively. Additionally, our platform is designed to adapt and grow with your needs, ensuring you remain competitive in a rapidly evolving industry.

Discover a robust SaaS platform designed to give you a distinct competitive advantage. Accelerate the delivery of customized products, enhance service efficiency, and optimize your business processes. This platform supports a digital-first approach that transforms how you connect and interact with customers, including consumers, producers, and agents, throughout every phase of the policy lifecycle. The Accenture Life Insurance & Annuity Platform (ALIP) has demonstrated its capability in assisting organizations to adapt to the rapid pace and flexibility required by today's market. We are at the forefront of this change, leveraging our expertise in innovation, research and development, cloud technologies, and continuous investments to empower carriers like you to achieve digital transformation and operational excellence that fosters customer satisfaction and profitability. With ALIP, you gain access to one of the most advanced, fully customizable, and feature-rich solutions available, ensuring that you stay ahead in a competitive landscape. Ultimately, this platform not only enhances operational efficiency but also paves the way for long-term growth and success in your business.

mPACS, developed by Mandon Software, is a tailored insurance software platform designed specifically for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. This comprehensive solution is not only robust and feature-rich but also flexible, catering to a wide range of needs in managing quotes, policies, and claims. Users can choose between on-premises installation or cloud-based access, ensuring versatility in deployment. With an extensive array of functionalities including documentation, rating, quoting, renewal, claims management, marketing, interfacing, and auditing, mPACS streamlines various processes for its users. Additionally, its user-friendly interface enhances the overall experience, making it a preferred choice in the insurance sector.

TechCanary stands out as a leading tech firm delivering innovative software solutions tailored for brokerages, insurance agencies, and individual agents. Central to TechCanary's offerings is the Canary AMS, a sophisticated analytics-focused, cloud-based agency management system designed to enhance agent efficiency and elevate customer service standards. Fully developed within the Salesforce ecosystem, this top-tier insurance solution empowers brokerages and agencies to adeptly handle their policies while fulfilling all sales and service requirements, making it an essential tool in the industry. By integrating advanced technology with user-friendly features, TechCanary ensures that its clients are well-equipped to thrive in a competitive marketplace.

GO-INSUR is a digital transformation of the policy administration system. It offers an innovative cloud-based, cloud-based insurance solution that is flexible, robust, and quickly scalable. One of the UK's most respected digital insurance specialists, GO-INSUR was built by Marsh, Legal & General and British Friendly, among others. GO-INSUR allows you to quickly distribute new products and increase policy sales. Legacy systems and the high cost of new technology are limiting revenue growth in insurance. Go-Insur's cloud-based platform changes all that. It allows you to sell new products faster and expand distribution more economically. Our agile delivery and customer-centric design provide Insurers, Brokers and MGAs with an intuitive cloud-based platform that allows them to be responsive, flexible, and speedy. Go-Insur will help you get products to market quicker, exploit market gaps and expand your distribution. You'll also see a higher ROI on policies.

An all-encompassing general insurance software solution tailored for insurance firms managing both personal and commercial lines of business. Each module within the system utilizes a unified database and a centralized repository of business rules for data management. This application encompasses a wide range of essential insurance functions, such as client administration, underwriting procedures, policy and endorsement creation, claims processing, and the handling of co-insurance and reinsurance tasks. Additionally, it facilitates billing, payment collection, cash handling, agency and commission oversight, production workflows, and comprehensive management reporting, all within a versatile system that supports multiple companies, currencies, and languages. Moreover, it incorporates reinsurance accounting, automated underwriting systems, an Insurance Products Generator, and a rating tool for enhanced efficiency. This robust software also streamlines policy administration and agent commission management, making it a vital tool for modern insurance operations.

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.

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.

An all-encompassing quoting platform enables agents to efficiently and accurately provide life insurance coverage estimates for their clients. It features rates from more than 100 life insurance providers, allowing quotes for various products including Term, Return of Premium, Simplified Issue, and Guaranteed UL. You can seamlessly incorporate instant life insurance quotes into your website. The Website Quoter integrates smoothly with your existing site and is designed to automatically adjust to any screen size, ensuring it displays beautifully on all devices. Additionally, you have the flexibility to choose which life insurance companies you wish to include in your quotes and designate the email address for lead submissions. The Compulife Basic Quoter is accessible on any internet-connected device, whether it's a computer, tablet, or smartphone. Its fully responsive design allows for usage on diverse platforms such as PCs, Macs, iOS, and Android devices, making it a versatile tool for agents on the go. This adaptability ensures that agents can efficiently assist clients from virtually anywhere.

Solartis delivers innovative technology alongside flexible administrative services, or a blend of both, to effectively address your policy administration issues. Transition from outdated legacy systems to adaptable microservices that enhance efficiency. Create tailored solutions to streamline the purchasing and management of insurance policies. Eliminate the need for makeshift solutions caused by legacy technology. Embrace agile microservices to focus on innovation and improvement. Mitigate project risks and accelerate development processes. Choose exactly what you require for your consumer portal, agency platform, or comprehensive carrier underwriting system. In one instance, a startup focused on commercial auto insurance aimed to issue new business policies while simultaneously building a sustainable policy administration system. Consequently, CHIC opted for Solartis to deliver BPO services that would support their immediate needs while collaborating with Solartis to develop a cutting-edge microservices-based framework. This partnership exemplifies how businesses can evolve while maintaining operational continuity.

Titanium represents a cutting-edge, all-encompassing, client-focused business policy administration system designed to facilitate digital transformation while ensuring a smooth implementation process and reducing associated risks. It provides life insurance providers with immediate access to thousands of customizable products right from the start. Within just weeks, users can launch a wide array of offerings including individual, group, fixed, variable, traditional, and non-traditional life, health, and annuity products. As a genuine end-to-end solution, Titanium boasts over 42 years of proven success. LIDP has consistently achieved a flawless implementation and conversion project success rate. Being a privately owned company enables them to concentrate entirely on client satisfaction and the creation of optimal solutions tailored to client needs, all while leveraging the latest technological advancements. This strategic approach ensures that carriers' core solutions remain relevant and resilient for many years ahead. Furthermore, Titanium's adaptability positions it as a leader in the evolving landscape of the insurance industry.

FirstGen represents NTT DATA's innovative solution to the obstacles encountered by property and casualty insurers. This advanced, web-based policy administration platform encompasses the entire spectrum of insurance operations, from the initial sale to the final accounting processes. Designed to meet the diverse needs of the insurance sector, FirstGen accommodates all types of P&C insurance. It leverages an extensive array of parameters, tables, and rule engines to facilitate product configuration, including setting rating and authorization levels. By externalizing business rules, modifications can be implemented swiftly without necessitating any programming alterations. Known for its adaptability and scalability, FirstGen can be rapidly deployed to meet organizational needs. Moreover, it is equipped to handle transactions in multiple currencies and offers multilingual support. Provided by NDFS, FirstGen Cloud ensures comprehensive management of essential insurance procedures, featuring OPEN APIs and integrated services that enhance user experiences across various digital platforms. Furthermore, the system's user-friendly interface makes it accessible for both insurers and policyholders alike.

SohamLife is an entirely web-based platform that facilitates the entire insurance operation life cycle, encompassing everything from the initial proposal registration to the conclusive settlement of claims, whether related to death or maturity. This solution is designed to be user-friendly, offering insurers essential flexibility and scalability while ensuring a swift implementation and deployment process. Users, including both agents and policyholders, can easily check the status of proposals, policies, and claims through a straightforward interface. By allowing seamless integration among the Underwriting, Claims, Reinsurance, and Accounting departments, it effectively eliminates data redundancy. Additionally, the system meets both international and country-specific operational processing and reporting needs. SohamLife supports multiple currencies and languages, enhancing its accessibility and functionality across diverse markets. This comprehensive and integrated component-based solution streamlines core business processes, ensuring that data entered in one area is reflected across all components.