Best Agentero Alternatives in 2024

Find the top alternatives to Agentero currently available. Compare ratings, reviews, pricing, and features of Agentero alternatives in 2024. Slashdot lists the best Agentero alternatives on the market that offer competing products that are similar to Agentero. Sort through Agentero alternatives below to make the best choice for your needs

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    Macaw Reviews

    Macaw

    Nest Innovative Solutions

    1 Rating
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    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. Macaw AMS is hosted on cloud and tested for cybersecurity. Technology-wise, the screens can be accessed from any device: web, mobile or tablet. 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%.
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    HawkSoft Reviews
    Your agency providing meaningful value to policyholders is the key to strong retention. HawkSoft's Retention Alerts help you identify clients that need your attention so your staff can provide proactive service. Every interaction should be a "wow" experience. Do in 5 minutes what others agencies do in 25 minutes. Get more out of your existing clients and sales pipeline. HawkSoft's Lead Management categories help you see where your clients are in the sales funnel. Built-in cross-sell or upsell reports allow you to identify policyholders for whom you can offer additional services. To reach clients, you can use batch email, letters and text messages as well as scheduled communications. If data is difficult to access or hard to act upon, it is useless. Key indicators and vitals of agency. Monthly close ratio by producer. Policies per client. Commissions by carrier. Retention. Book of business reports. You can send batch emails from the report view because our reports are actionable.
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    NextAgency for Health & Life Insurance Reviews
    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.
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    AgentOne Reviews
    This increases delivery speed and encourages the use of STP tools. Superior insight into agent activity, sales progress, and more. Uses data to identify customer needs. You can use the e-Delivery tool to manage your field underwriting, quotes and e-Applications. To optimize workflow and lead management for cross-selling or upselling opportunities. All your case information can be communicated and detailed reports generated from one central tool.
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    Gen4 Agency Management Reviews
    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.
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    AgencyZoom Reviews

    AgencyZoom

    AgencyZoom

    $79 per month
    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.
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    Apizeal Reviews
    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.
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    Zywave CPQ Reviews
    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.
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    Veruna Reviews
    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.
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    QQCatalyst Reviews

    QQCatalyst

    Vertafore

    $129.00/month
    QQCatalyst provides tools for managing your agency's operational, marketing, sales, and pipeline management. It allows agencies to build customer relationships and manage their business effectively, so they can concentrate on growing their business. You can identify new business, expand your existing accounts, and manage prospect sales cycles strategically. Built-in tools to create campaigns that better serve your existing customers, cross-sell or acquire new customers. You can track the activity of your employees within the system. This allows you to identify leaders and gain insight into how to improve productivity.
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    Zywave Sales Cloud Reviews
    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.
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    Agency Matrix Reviews
    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.
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    Agency Impact Reviews

    Agency Impact

    Agency Impact

    $49 per month
    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.
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    Layr Reviews
    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.
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    Vertafore AMS360 Reviews
    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.
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    Xanatek Reviews

    Xanatek

    Xanatek

    $795.00/one-time
    A simple, intuitive system that uses the latest technology. It comes with unlimited training and support. Our goal is to maximize the value of your agency management system. We offer solutions for small and medium-sized agencies, with a single focus: customer service.
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    AgencySmart Reviews

    AgencySmart

    AgencySmart

    $49 per month
    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.
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    ww.Winsure Reviews
    It is the foundational insurance product that allows for the management of all insurance company processes. It offers a full-service and web-based smart interpretation technology, which can be applied to the entire end-to-end solution for insurance. This allows the management of all aspects of insurance business, including policy management, claims management. Collection management, accounting management. Stakeholder management. Workflow management system. It is the base insurance product that can be contacted via all other sales channels, including mobile. End-to-end is used to guide the strategies of insurance companies and make rapid strategic changes. It also ensures the smooth implementation of change. End-to-end insurance allows for personalized new products to be created quickly without the need of software development. Change management can also be done with the same flexibility.
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    QuotePro Reviews
    Mobile apps that are private-labeled and allow your customers to shop, schedule services, accept payments, and more all from their mobile devices. Easy online shopping solutions that integrate seamlessly with your software system. Self-service kiosks and cashiering stations that accept all types of payments. We have a long history in insurance and offer many services to help you sell and serve online. In easy-to-understand dashboards, you can see your sales and marketing results in real time. Our call center technology offers a reliable payment option and service option via phone. QuotePro offers web, mobile, and kiosk solutions that allow you to quote, sell, and accept payments securely and accurately online and in-store. Our analytics dashboard allows your team to accurately measure and identify growth opportunities.
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    Eclipse Reviews

    Eclipse

    North American Software Associates

    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.
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    AgentMethods Reviews

    AgentMethods

    AgentMethods

    $149.00/month/user
    4 Ratings
    All-in-one website marketing platform for insurance agents. Your brand new, beautifully designed insurance website online in just minutes. Beautiful websites that sell insurance. AgentMethods Insurance email campaigns can be used to generate new insurance leads, increase referrals or cross-sell products with your existing customers. Our platform makes it easy for agents to create insurance email campaigns. You can choose from a variety of carefully-crafted campaigns that are ready to go with images or copy. Then schedule your email delivery.
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    Sagitta Reviews
    Enterprise-class agency management solutions for your insurance company. No matter if you're expanding organically or through acquisitions your needs as an enterprise-class agency management solution for your insurance business are different from those of independent agencies. Sagitta offers insurance solutions that meet your enterprise needs. It also allows for rapid growth via acquisitions and traditional methods. It can also support specialty and complex lines of business. You can have flexibility at the department and user level so your agency can work in the best way for you business. You can save time by having advanced accounting and finance capabilities that meet your agency's specific needs. To protect your data, you can grant or restrict access at the user level.
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    Agency Master Reviews

    Agency Master

    Agency Master Insurance Software

    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.
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    i-underwrite Reviews

    i-underwrite

    Intelligent Life Technologies Limited

    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.
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    ARS Manager Plus Reviews
    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.
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    Canary AMS Reviews

    Canary AMS

    TechCanary

    $100.00/month/user
    1 Rating
    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.
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    LexisNexis Attract Reviews
    LexisNexis®, Attract™, scores allow insurance companies to quickly and accurately classify applicants and insureds according to their risk potential. This results in improved underwriting. Insurance carriers can use LexisNexis(r. Attract™, scores to quickly and accurately classify applicants and insureds according to their risk potency, which leads to better underwriting. With Attract™, 5.0, insurance carriers now have access to the most accurate predictive models. LexisNexis Risk Solutions, a leading provider of insurance risk solutions, has been improving rating, pricing, underwriting, and other aspects of the business for more than 20 years. These solutions are available for the commercial, home, and auto markets. The Attract™, suite of scores is known for its superior loss predictability, regulatory compliance, and ease-of-implementation that improves business outcomes. AttractTM 5.0 is the next generation of AttractTM solutions. This solution allows carriers to make better use of consumer credit information and improve underwriting efficiency.
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    Profida Reviews

    Profida

    Computer Science Software

    $1000 per month
    PROFIDA®, our flagship software solution, is aimed at all segments of the Financial Services and Insurance Industry. This software solution is designed for advisers, brokers, underwriters, and brokers. It provides specialized functionality and support for high-sophisticated client service and practice management. This is for clients with larger and more diverse operating interests. It means efficiency with high volume business, cross-selling opportunities and a holistic management overview of all business units. PROFIDA®, which is a web browser interface, allows you to access your data from anywhere. You can access your data from any device, including your desktop computer, laptop or tablet, as well as iPhone, iPad, and Android smartphones. We support Windows, Apple Mac, and Linux. It is the first platform that can be used in both the non-life and life sectors. PROFIDA®, is therefore the perfect software suite to market composite financial services products.
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    EZLynx Reviews
    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.
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    Rocket Referrals Reviews

    Rocket Referrals

    Rocket Referrals

    $2 per employee per month
    Rocket Referrals allows your clients to stay longer, spend more, and refer friends. There are no setup fees or contracts. Find happy clients and those who are most likely to leave. Save those relationships by being notified when clients are unhappy. With NPS, you can collect feedback from clients to track their sentiment. Our AI will categorize client feedback and help you improve. Automate what and when you send your clients. You have full control over what you send to your clients and when. Create custom communications and e mail campaigns quickly. Cross-sell insurance using ready-to-go templates and automations. Send handwritten cards just like grandma. Rocket Connect allows you to stay connected in a new way. You can text your clients quickly, TCPA ready. You can quickly respond to prospects and clients via web chat.
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    EbixASP Reviews
    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.
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    GloveBox Reviews

    GloveBox

    GloveBox

    $150/month
    Agency branded self-service platform that connects to all insurance companies. The IA channel's most preferred technology. GloveBox is a central mobile and web application that allows insurance policy holders to access their policy documents and pay bills. It also allows them to initiate claims and make payments. This app works with any carrier. GloveBox's goal is to improve the customer experience for insurance clients while reducing service costs for both carriers and agencies. All-in-one platform that connects clients to your agency, and their carrier(s). You can choose from a wide range of insurance companies to organize personal line policies within your GloveBox. Once you have selected your carrier, it will be added to your homepage. You can then register for an account or login. GloveBox features robust automation for client distribution as well as seamless in-app experiences.
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    Applied Rater Reviews
    Many agencies feel that they spend too much time retrieving quotes on multiple insurer websites. Worse, inaccurate quotes can lead to poor client experiences. You need a way that can quickly and accurately provide quotes to your clients. Our cloud-based insurance quote application Applied Rater®, automates the quoting process for the largest number of US insurers. It allows for one-click data entry to allow for the direct exchange of information to the insurers' websites from within the application. A quoting solution can help you increase your agency's competitive advantage by providing accurate, fast quoting that increases productivity and improves customer service. Clients deserve the best rates and the most comprehensive service. For fast and accurate quoting, you can directly pull quotes from insurance sites into your application.
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    GreenWave Reviews

    GreenWave

    GreenWave

    $55 per month
    The only system that is dedicated to the insurance industry and is enterprise-grade. He has over 30 years of insurance and technology experience. His personal mission is to inspire, motivate and support his clients' growth with innovative technology and exceptional service. We have spent 18 years studying commission processes and working directly with CEOs, COOs and commission teams of insurance agencies. Over the years, we have seen that growth-oriented agencies like yours get caught up in the pitfalls of the commission process. These traps can cause a bottleneck, slow down or restrict your growth, and prevent you from pursuing profitable opportunities. He founded a company called SPI Software Solutions in 2000. It later renamed as GreenWave. They provide software and consulting to banks, financial, insurance, manufacturing and law enforcement agencies.
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    Agency Advantage Reviews
    To build a successful insurance agency, you must be in business. It is difficult to serve and retain customers efficiently while acquiring new clients. Let us show how to increase your agency's revenue, renewals, profit, and profits. We won't succeed if you don't achieve your goals. Because we care about your business, that's the way it should be. Each agency is unique. Our training staff goes above and beyond the basics to maximize the benefits of Agency Advantage in your workflows. Although we don't make printers, phones, or laptops, we do have to deal with them. All technical questions regarding Agency Advantage can be answered by our friendly support team.
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    BrokerEdge Reviews
    Top Pick
    BrokerEdge from Damco is an end-to-end, full-fledged software for insurance brokers. It allows brokers of all insurance lines to unlock the potential of automation, connectivity, and other tools. BrokerEdge is designed to benefit customers, brokers, as well as insurance agencies. Brokers can use the centralized platform for automating and simplifying day-to-day workflows such as customer database maintenance, lead tracking and policy updating. The leading insurance broker software offers modules for automated marketing, lead management and commission tracking, as well as a mobile application and customer service portal that offer unparalleled flexibility and scalability. BrokerEdge's capabilities will not only drive your bottom line, but also eliminate bottlenecks and facilitate seamless workflows.
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    AgentSync Reviews
    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.
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    pasCarrier Reviews

    pasCarrier

    Policy Administration Solutions

    Policy Administration Solutions is your technology and insurance expert. Our automation solutions are designed for today's complex insurance market. They can streamline your business processes and give a competitive edge. Policy Administration Solutions was founded in 1996 and specializes in providing state-of-the art automation solutions for insurance companies, sureties, and large Managing General Agents. Our mission is to help your organization achieve its goals more efficiently, and at a lower cost. PAS is proud of its culture of honesty, integrity, and professionalism. Our unique combination of technology and business experience in insurance makes us stand out. Our team of skilled specialists works together to ensure that every automation project is executed well. Our stable, scalable solutions are built on solid foundations of Microsoft, Oracle, and IBM products.
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    Fiserv Engagement Advantage Reviews
    Fiserv's Engagement AdvantageSM delivers an integrated approach that allows your business to offer the billing options and payment options your customers want. This will help you increase customer engagement and drive growth. People expect personalized services and easy choices in every interaction. Access to new technologies and expertise allows you to meet their varied needs and compete effectively on customer experience. This is without adding cost or complexity to your operations. There are many ways to deliver bills and reach the people who read them. Customers spend a lot of time looking at their monthly bills, regardless of the delivery method. Our research shows that customers spend an average of two to four minutes per paper bill and slightly less time each electronic bill. Branded bills that are highly personalized can be used to engage, cross-sell, and provide a consistent customer experience across all channels.
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    OneLink Reviews
    OneLink was designed with the agency owner at heart. OneLink was created out of the desire for a more comprehensive and advanced technology platform for the insurance industry. OneLink is the industry's leading provider of a comprehensive and diverse solution. OneLink gives you total control over your agency. You can easily create hierarchies and manage access. Keep track of new clients and repeat business. Find new opportunities to expand your insurance services all within the same system. You can easily track payments and process commissions. OneLink is fully customizable and can handle manual and automated processing. OneLink generates multiple reports that include production data, policy summaries and call performance. It also tracks commissions. OneLink provides this data almost immediately. We understand that the insurance industry requires unique functionality in lead management. OneLink uses ForcedLead technology for support to your agency with the most up-to-date contact opportunities.
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    HealthSherpa Reviews
    Healthcare.gov has made it easier for HealthSherpa to enroll in Affordable Care Act plans. We work with employers, insurers, agents, nonprofits, and consumers to help them enroll as many people as they can in these comprehensive, subsidy-eligible health plans. We power insurance companies' websites so they can enroll people in Affordable Care Act plans. We offer superior enrollment technology, a CRM and communication tools for insurance agents so they can enroll more clients in plans that are right for them, faster. We have over 40,000 agents using our platform. We offer decision support tools for consumers to help them choose the right plan for their healthcare needs. HealthSherpa has more than 5,000,000 consumers enrolled in coverage. We offer all the same plans, prices and benefits as HealthCare.gov.
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    InsurLink Reviews
    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.
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    Applied Epic Reviews
    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
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    Solartis Platform Reviews
    Solartis provides both innovative technology and on-demand administrative service, or a combination thereof, to solve your policy administration problems. Microservices are a flexible alternative to cumbersome legacy technology. Create custom solutions to simplify the purchasing and management of insurance. Stop creating workarounds to legacy technology. Use agile microservices to innovate and save time. You can reduce project risk and speed up development. You can choose what you need for your agency system, consumer portal, or full-blown carrier system. A startup auto insurer needed to issue new business insurance policies and develop their long-term extendable policy administration software. CHIC selected Solartis as a BPO service provider to support their current business, while CHIC and Solartis developed their innovative microservices-based solution.
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    Go-Insur Reviews

    Go-Insur

    Pancentric Digital

    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.
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    Insureio Reviews

    Insureio

    Insureio Technologies

    $25 per month
    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.
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    Nexsure Insurance Platform Reviews
    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.
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    Polygonal Reviews
    Polygonal takes the strengths and rich functionality of previous versions and combines them with the most recent Microsoft VB.Net technology and Business Intelligence technology. This comprehensive solution is able to quickly and efficiently respond to the changing market. Polygonal is a modular, multi-currency software solution for underwriting, policy/claims management, transactions, and reinsurance. It integrates with accounting, messaging, document management, document management, and workflow modules to provide an end-to-end business process that delivers tangible results. Polygonal was designed using City Computers' specialist team. As both solution providers and practitioners, we have many years of experience in the insurance industry.
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    Third Eye Reviews

    Third Eye

    Third Eye Solutions

    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!
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    Brokercore Reviews
    Brokercore is a unique tool that improves the experience of commercial brokers, MGAs and policyholders. You can get support for your operations, manage your costs, and give your customers a more convenient digital experience. You can automate more policies and collect more client data without having to hire more staff. All your policy workflows can be managed from one place. Customers will have a better experience than a bunch of different software. Transparent customer interactions and automated processes will help you avoid costly mistakes. Are you fed up with the inflexible technology that holds your hand? Brokercore is a company with a great goal: to create software that you enjoy using and that can adapt to the ever-changing insurance landscape.