Alternatives to BluInsurance

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%.

tigerlab isn't just any insurance software provider. We're a leading force in the global market, empowering customers worldwide to deploy and adapt applications with ease. With over a decade of experience, we're passionate about delivering breakthrough results and enhanced business value for our clients. We offer a configurable, API-driven, and intuitive insurance software solution designed to help you deliver a superior end-to-end digital experience – no matter where your customers are. Discover why our insurance platform is the perfect choice for a seamless digital insurance journey. Click the demo button and see it in action!

Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. Easy to use and affordable, Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

Verity is a comprehensive policy administration system that VRC Insurance Systems offers for P&C insurers. Verity is designed to meet the business requirements of program administrators, MGAs, and carriers allowing companies to consolidate software solutions onto a single platform and scale. Verity's features include built-in rating, policy issuance, claims processing, billing and accounting, online payment, batch renewals, insured portals, agent portals, carrier portals, API access, on-demand reporting, batch cancellations for non-payment, surplus lines, third-party integration options, and more. Services include custom development, training, data conversion, operational reviews, and system configuration. Contact VRC today to find out if Verity is right for you.

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.

Property and casualty insurers require a solution that allows for personalized engagement, unrestricted innovation, and efficient growth. At Guidewire, our dedication to your success is unwavering. We integrate digital solutions, core operations, analytics, and AI to provide our platform as a cloud-based service. With the industry's largest research and development team, service team, and partner ecosystem, we continuously adapt and innovate to serve your evolving needs. This commitment has led over 450 insurers, ranging from startups to the most intricate organizations globally, to rely on Guidewire. We prioritize authentic relationships with customers, potential clients, partners, and investors, fostering communication through well-reasoned arguments and a focus on quality product development, making informed decisions based on solid evidence. Recognized as the most reliable platform in the industry, Guidewire has been the preferred choice for over 450 insurers worldwide, illustrating our strength in the market. With our comprehensive support and innovative solutions, we empower insurers to navigate their challenges effectively.

Brokercore is specifically crafted to enhance the experiences of commercial brokers, managing general agents (MGAs), and policyholders alike. It offers essential support for your operations while helping you control expenses as you grow, all the while providing your clients with a seamless digital experience. By enabling the transaction of more policies and the automatic collection of client information, it eliminates the need for additional hires. With Brokercore, you gain a comprehensive solution that streamlines your entire policy workflow, replacing substandard software with a more user-friendly interface for your customers. The platform helps prevent expensive errors through clear customer interactions and consistent automated processes. Tired of outdated technology that restricts your productivity? Brokercore aspires to develop software that is not only enjoyable to use but also versatile enough to keep pace with the dynamic insurance sector. Manage every facet of policy administration, including midterm endorsements, correspondence tracking, claims management, and remarketing, all within a single system, ensuring efficiency and ease of use for all stakeholders involved. This integrated approach ultimately leads to better performance and satisfaction for your team and clients alike.

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

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.

Surefyre stands out as the premier submission automation platform tailored for contemporary P&C managing general agents, wholesalers, and insurance carriers. With its adaptable no-code setup, Surefyre empowers users to automate nearly every aspect of P&C insurance. Whether you seek full automation or prefer a more hands-on underwriting approach, the workflows can be customized to align with your desired operational model. The platform provides configurable web applications that seamlessly embed underwriting criteria directly onto your website. This ensures you have all necessary data readily available for swift approvals. By harnessing automation, you can significantly enhance the speed, efficiency, and precision of your team. Surefyre manages assignment, notification, tracking, and delivery, streamlining your processes. Additionally, it offers real-time custom reporting, allowing you to easily monitor your business performance. The platform converts your data into a strategic asset, empowering your entire team to make informed, data-driven choices. Furthermore, it integrates effortlessly with various third-party systems related to carriers, accounting, claims, rating, backend operations, and tailored solutions. You can also take advantage of a wide range of new insuretech and enterprise applications through Surefyre's accessible open API, ensuring that your operations remain cutting-edge and fully integrated. This adaptability positions Surefyre as a crucial tool for any organization aiming to thrive in the evolving insurance landscape.

AdvantageGo delivers innovative commercial insurance and reinsurance management solutions that offer insurers the IT agility they need to create an intelligent digital strategy in partnership with a leading IT provider. With over 25 years’ experience, we harness the power of proven, functionally-rich core solutions and augments it with the energy and culture of being an InsurTech leader. AdvantageGo enables insurers and reinsurers worldwide to fuse the traditional with digital, helping them rapidly adapt, drive change, and succeed with agile software and Microservices. Enhance your digital landscape and open up the possibility of true risk mitigation with our pioneering technologies.

An integrated solution that offers a comprehensive perspective on the property and casualty insurance lifecycle. Enhance efficiency and save valuable time with an advanced, rules-driven, multi-state underwriting module that automates the gathering of necessary information as well as the generation of quotes, endorsements, cancellations, audits, and renewals. Improve combined ratios by adopting a contemporary and efficient approach to the claims adjudication process, fostering both ease of use and collaboration. Boost new business opportunities by facilitating seamless information exchange with brokers, ensuring that data intake is streamlined and standardized while granting brokers round-the-clock access to essential information. Maintain control over what submissions your underwriters prioritize. Elevate customer satisfaction and retention rates by offering policyholders self-service capabilities for accessing policy details, submitting and reviewing claims, making online payments, and more. Ultimately, you have the flexibility to determine which portal features will deliver the optimal user experience for your clients, ensuring they receive the support they need.

We offer our clients tailored coverage solutions that give them a competitive edge. Our services simplify the process of shopping for and renewing client policies, reducing the hassle involved. You can speed up your marketing submissions by presenting commercial clients to several carriers simultaneously. There's no need to draft multiple emails; you can reach out to all preferred carriers at once. Our shared platform enables you to efficiently manage similar inquiries from underwriters, allowing you to answer common questions in a single response. This means you can avoid the tedious task of sifting through your inbox and addressing each inquiry separately. Additionally, our system provides automatic notifications to keep underwriters updated on crucial renewal timelines without any effort on your part. Always maintain a competitive advantage by scheduling your submissions ahead of time, ensuring that your marketing materials reach insurance carriers as early as possible. This proactive approach not only saves time but also positions you as a leader in the market.

Quotall empowers insurance brokers with unique e-trading capabilities and expert insurance consultancy services. Quotall is a specialist software house that offers next-generation technology. We offer a sophisticated, global e trading capability that integrates with the most recent digital applications and services. Our clients are able to access markets faster, achieve greater cost efficiency and profitability, as well as deliver the full-cycle, self-service, multichannel user experience that today’s consumers expect. We help our clients get the most out of our software by providing market-specific marketing and sales consulting to assist with digital transformations and promotional activity.

Our premier offering, AgencyPro™ for Windows, equips you with a complete suite of tools essential for managing a nearly "paperless" insurance agency. With its optional Download Module, you can seamlessly obtain client and policy data directly from your Carriers or rating vendors in ACORD® Level 3 format, significantly reducing the need for manual data entry and minimizing the risk of E&O claims. AgencyPro stands out as one of the most all-encompassing agency billing and insurance accounting solutions available in the market today. This robust system covers all aspects of agency accounting, including managing client accounts receivable, handling representative and company payables, reconciling direct bill transactions, and generating invoices and receipts. It operates on both cash and accrual accounting methods, producing essential financial statements such as a Balance Sheet, Income and Expense Report, and Trial Balance. Additionally, it incorporates all the functionalities of EZAgent, providing even greater value. Furthermore, our team of agency accounting specialists is renowned for delivering exceptional support, ensuring you receive the best guidance in the industry. This unparalleled service commitment sets us apart and enhances the overall user experience.

BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; no hardware or servers to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your carrier partners. BindHQ’s open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments and premium finance companies, or compliance tools making frictionless transacting a reality.

JAVLN intelligent insurance software. Innovative technology to transform your company. The complete insurance solution. Policy Lifecycle. A powerful administrative hub that includes policy management, document management, and claims management. Automatization. Automated personal quotes, renewals, and payment reminders with SMS/Email and CRM capabilities. Time savings. Reduce repetitive data entry with assigned workflows and task management for improved productivity. Client Portal. Client Portal allows 24/7 online access to their account, claims, and policy information. This improves the customer experience. Real-time data. High quality data insights, integrated accounting and receipting. Quote Online. Clients and prospects can instantly compare, buy and quote insurance online. Multi Insurer Multi-insurer quote and binding capabilities producing comparison documents for customer consideration. SaaS Solution. Cloud hosted software that is accessible at any time

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

With automated workflows that are triggered based on policy expiration dates, you can process client renewals in fraction of the time it takes staff to do manually. With broker-tested emails and automated workflows that maximize each interaction, you can connect with prospects and policyholders at all stages of the insurance lifecycle. You can boost your online reviews and convert dissatisfied customers with the well-respected Net Promoter®, survey tool. It helps you gauge and improve the customer experience. You can reduce your call volume and improve customer experience by giving policyholders 24/7 online access to their policy documents, proofs of insurance, billing, etc. You can see how Pathway makes it easier to attract clients and keep them satisfied for your CSRs and brokers. Learn how automated marketing solutions can transform the way agents and brokers do business.

Agency Master is an advanced software solution designed specifically for managing insurance agencies in sectors such as trucking, equine, aviation, general commercial, and specialty lines. Whether utilized through the cloud or installed locally, Agency Master facilitates a completely paperless office environment and offers robust features that encompass workflow management, certificate processing, accounting functions, ACORD and company-specific forms, integrated email communication, comprehensive reporting, carrier access, historical data tracking, and additional functionalities. With its user-friendly toolbar and organized task list, Agency Master equips agencies with all the essential tools required for efficient client management and operational excellence. This innovative software aims to streamline processes, enhance productivity, and ultimately improve the overall client experience for agencies across various industries.

Identifying and reaching out to the appropriate agents doesn't need to be a cumbersome, costly, or ineffective process. By automating appetite communication swiftly, you can enhance the marketing of your products. Ask Kodiak offers an exceptionally straightforward method for sharing risk appetite with agents and brokers. This enables you to present product details precisely when agents are looking for the right markets to submit both new and renewal business. Effectively communicate your most current appetite while marketing your product details at the exact moment agents are searching. Gaining real-time insights into search patterns, market opportunities, and your product's performance empowers you to make well-informed decisions regarding the design and promotion of your commercial insurance offerings. A focus on aligning with each distinct risk creates mutual benefits. When agents can showcase the most suitable coverage to their clients, it helps ensure that your business remains a top priority for them. IVANS stands ready to equip your enterprise with cutting-edge insurance software and solutions for the digital distribution of products, allowing you to stay ahead in a competitive marketplace. With these tools, not only can you streamline your processes, but also enhance your overall business strategy.

Bond-Pro’s comprehensive enterprise software solutions empower Surety professionals to efficiently manage and automate every stage of Commercial, Bid, and Contract Bonds. Built from scratch with cutting-edge technology and architecture, these systems are characterized by their multi-tier scalability, fully web-based access, responsive design, and zero-footprint client, while adhering to the latest standards in IT, security, and compliance. The user-friendly interface allows easy access anytime and anywhere for geographically distributed executives, underwriters, customer service representatives, agents, and direct principals through any internet-connected web browser. By integrating Commercial, Bid, Contract, and Fidelity Bond Lifecycle Management with Account Lifecycle Management into a single platform, Bond-Pro significantly reduces the administrative burden of managing multiple, traditionally isolated systems, fostering greater efficiency and collaboration among users. This seamless integration not only enhances productivity but also streamlines workflows, making it an essential tool for modern Surety operations.

Engineered to empower users with complete control over the setup of new products and services, this system enables management without IT assistance, allowing for the definition of business processes and protocols in real-time. Our comprehensive insurance software solutions across the enterprise deliver highly tailored CRM features along with readily available add-ons for both Insurance and Brokerage sectors. The system ensures that all workflows are automated, promoting adherence to established business practices among staff. Every action and piece of data is meticulously tracked and can be easily accessed from a centralized source, facilitating straightforward analysis. As you endeavor to convert potential leads into loyal clients, it is crucial to uphold detailed records for each client and sales. By accurately capturing and maintaining essential policy information—such as effective dates, renewal rates, premiums, plans sold, carriers, and additional specifics—agents can not only provide exceptional service to clients but also effectively monitor and enhance their sales performance. Furthermore, this level of organization fosters deeper client relationships and promotes sustained business growth.

Bold Penguin revolutionizes the commercial insurance landscape with its cutting-edge technology and sophisticated quoting software tailored for insurance agents, brokers, networks, carriers, and channel partners. It provides a comprehensive suite of integrated tools, such as terminal, exchange, storefront, and analytics, which collectively enhance the processes of quoting, lead generation, and underwriting specifically for small and medium-sized enterprises. With its terminal solution, agents can swiftly quote and bind policies, collaborating with both national and regional carriers to guarantee optimal coverage. The exchange platform not only fosters growth by creating a lead marketplace but also the storefront empowers agents to effectively manage digital quoting experiences for SMBs. Moreover, the analytics component leverages artificial intelligence to refine data extraction and underwriting practices. By harnessing these advanced technologies, Bold Penguin equips agents and partners to serve SMBs more effectively, thus boosting operational efficiency and opening up new avenues for business expansion. This commitment to innovation positions Bold Penguin as a leader in transforming the commercial insurance sector.

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.

The easiest method for gathering insurance payments involves accepting online credit card and ACH transactions. This approach accelerates the collection process, hastens policy binding, and delivers a delightful experience for your clients. Designed specifically for the insurance sector by industry professionals, ePayPolicy offers an uncomplicated solution for agents, brokers, MGAs, and premium finance firms to gather payments electronically. You can seamlessly collect credit card and ACH payments from insured clients through a personalized payment page with a distinctive URL. This system not only facilitates the collection and transfer of funds within the insurance realm but also offers additional functionalities once integrated with your management software. Effortlessly collect digital payments from insured clients and easily transfer them to your broker and MGA partners. ePayPolicy aims to eradicate the need for paper checks, providing a streamlined, insurance-focused solution that allows for efficient digital payment collection and fund distribution throughout the industry. By simplifying these processes, ePayPolicy enhances overall operational efficiency for all parties involved.

Distributors who want to increase profitability and satisfy customers with advanced insurance software solutions. Brokers, MGAs, and insurers will have clarity and confidence. Novidea, the insurance software solution for professionals, transforms your data into actionable insights. Your brokers will be able to close more sales and improve customer relations with Novidea's powerful analytics tools and real-time visibility into all aspects of your insurance business. The results of a survey that we conducted among brokers, agents, insurance companies, and MGA's revealed some surprising contradictions. This report highlights how far tech perceptions can be from tech reality and how we can bridge the gap. We are an end-to-end broker and insurance software solution for agencies. This makes it easier to achieve success. One Unified View. 360-degree visibility from the front, back and side offices into the customer journey. Actionable Intelligence. Dashboards, reports, and insights on-demand.

Modern, Automated & Shared Employee & Group Health Benefit Platform ASPIRE HEALTH by ARTIVATIC is proud to provide a MODERN & AUTOMATED PLATFORM FOR EMPLOYEE & GROUP HEALTH BENEFITS. ASPIRE HEALTH is aimed to drive better outcome, efficiency, standardization, simplification, and connecting as Shared Platform for brokers, carriers, TPAs, 3rd Parties and customers (SMEs, Businesses etc.) on one Unified Platform.

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.

CoverWallet for Agents, a division of Aon, is an innovative technology platform that offers insurance agents a unified access point to various carriers and business lines. This platform provides a quick, straightforward, and effective way for agents to deliver commercial insurance solutions to businesses, streamlining the quoting process for insurance agents and agencies. Users can benefit from a single, cohesive application that allows them to compare multiple, actionable quotes, bind policies online, and manage client accounts from one centralized digital hub. The application supports multiple lines of insurance, such as General Liability, BOP, and Professional Liability, among others. As users fill out the application, it intelligently pre-fills responses and omits unnecessary questions, thereby enhancing efficiency. The platform is accessible on various devices, including mobile phones, tablets, and desktops, ensuring flexibility for users. Agents can swiftly compare quotes from numerous leading national insurers without needing any prior appointments, and they can easily recalculate quotes, modify coverages, adjust limits, and change deductibles with just a click, making the entire process seamless and user-friendly. This comprehensive approach not only saves time but also empowers agents to provide tailored insurance solutions to their clients more effectively.

We are at the forefront of providing software solutions for insurance agency management. Our primary objective is to deliver state-of-the-art applications and creative services that empower our clients to elevate their businesses and gain a competitive advantage. What does this imply for your organization? In essence, it translates to enhanced customer satisfaction, boosted profit margins, and reduced operational expenses. Our offering includes a robust and affordable CRM software designed specifically for the needs of contemporary insurance agencies. Dubbed “Aspire,” our insurance agency management software is a product of synergistic efforts from professionals with expertise in both the insurance sector and software engineering. Consequently, our clients benefit from pioneering features in insurance agent software that are exclusive to us. Furthermore, our management software is designed to be not only cutting-edge but also user-friendly, making it an ideal choice for insurance agencies seeking efficiency and effectiveness. This combination of innovation and simplicity ensures that our clients can thrive in a competitive landscape.

SegFlexNET - Software designed for Insurance Brokers is the perfect solution for efficiently managing your brokerage operations. Featuring state-of-the-art technology, this user-friendly system boasts intuitive screens and is powered by an SQL database. The support team comprises highly skilled professionals who deliver quick and responsive service, ensuring that everything is strategically developed for optimal results. Your brokerage's growth can begin immediately with this innovative software. With cloud server accessibility, brokers can easily access their information from any location, whether at home, with a client, on vacation, at trade shows, or during travel. Additionally, your brokerage's data will always be readily available, granting you immediate access to vital information day or night, which allows you to serve your clients promptly. Moreover, there is no need for hefty investments in infrastructure, as we will consistently maintain and upgrade our server to guarantee peak performance, allowing you to focus on growing your business without unnecessary distractions. Embrace the future of insurance brokerage management today with SegFlexNET.

Concirrus is dedicated to continuously providing value to both our clients and the broader commercial insurance sector. Our mission is to leverage our combined knowledge in commercial insurance, data science, artificial intelligence, analytics, and technology to facilitate the industry's shift towards the Internet of Things (IoT). This transformation aims to foster a digitally empowered, profitable, sustainable, and safer future for everyone involved. Our committed team is ready to offer support and project management during every phase of the partnership. Concirrus is convinced that enhanced sharing of cohesive, accurate, and real-time data and insights leads to benefits for all parties involved. By minimizing operational inefficiencies and costs, we can foster better connections among brokers, actuaries, underwriters, and reinsurers, leading to more effective pricing, reserving, and risk management strategies. This collaboration allows your teams to concentrate on enhancing responsiveness and service quality for your clients. Furthermore, we will work with you to develop a tailored, scalable digital solution that aligns with your specific business needs and goals, ensuring a successful partnership. Ultimately, our collective efforts will drive innovation and growth within the insurance landscape.

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.

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.

Experience the industry's only comprehensive and integrated solution designed to revolutionize your quoting and renewal processes. By simplifying intricate and time-consuming tasks, you can fully harness the growth potential of your agency. The configuration, pricing, and quoting processes are vital to any insurance brokerage, yet many brokers continue to depend on outdated, manual workflows that are prone to errors and lead to subpar customer experiences. Zywave CPQ - Benefits stands out as a market leader with its cutting-edge solution that automates crucial steps in a benefits buyer's journey. With insights driven by data, you can configure a variety of benefit options, offering valuable strategic insights for your clients. Enhance the quoting process with immediate access to carrier pricing, accompanied by the ability to create professional, custom-branded proposals. In essence, adopting Zywave CPQ - Benefits empowers you to elevate your sales and service capabilities, ultimately driving significant growth for your agency. This innovative approach not only improves efficiency but also transforms the way brokers interact with their clients, fostering a more satisfying overall experience.

Discover the Hi Marley texting platform, which bridges the gap between carriers, their partners, and the end customer during critical moments. Whether for claims, underwriting, or policy interactions, Hi Marley ensures that insurance carriers are fully supported! Our integrated and AI-driven texting solution provides a smooth and contemporary communication experience that today's policyholders demand. The Hi Marley platform is exclusively tailored for the insurance sector, featuring top-tier tools and functionalities designed to enhance customer satisfaction. Representatives engage through our user-friendly web-based application, while customers can easily communicate via straightforward text messages—eliminating the need for app downloads or website visits. By choosing Hi Marley, you are not merely selecting a texting service; you are committing to improving your customer's insurance journey. With a team deeply rooted in the insurance world, we address the challenges we understand all too well. This dedication to problem-solving sets us apart in the industry, ensuring that we are not just a solution but a partner in your success.

Bluescape supports all lines of business with its four core modules: Quote, Rating and Policy, as well as Claims. Each module can be integrated with bluescape Centricity. Bluescape, a digital platform, is designed to integrate with the best of breed niche solutions like chatbots, telematics, and specialist analytics tools.

Eliminate unnecessary double redirects to enjoy a seamless enrollment process on a unified platform, allowing you to complete Special Enrollment Period (SEP) verifications, navigate complex eligibility scenarios, and manage life changes without the need to visit ‘healthcare.gov’. Our EDE platform utilizes efficient application-programming interfaces (APIs) to facilitate rapid data transfer with the Federally-Facilitated Exchange, ensuring quicker submissions, eligibility assessments, and renewals. These APIs swiftly compute the relevant cost-sharing reductions and premium tax credits for users. Additionally, the Medigap Filters feature aligns with regulatory requirements, enabling you to quote, compare, and add optional riders for Medigap plans directly within BrokerEngage, eliminating the hassle of searching through various carrier portals. Furthermore, you can easily discover plans for your clients that encompass the healthcare providers and prescription medications they require, making the entire process more convenient and tailored to their needs. This comprehensive approach simplifies the enrollment journey while ensuring compliance and efficiency.

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.

Maximize your efficiency and boost your sales while saving both time and money with Special Agent, the all-in-one management software designed specifically for insurance agencies. Special Agent boasts a comprehensive suite of robust and user-friendly features that enable you to enhance customer service and drive revenue growth without straining your finances. Reach out to us for a demo or engage with a live representative through our Chat Now feature, and you’ll discover why so many agents who transition to Special Agent become enthusiastic advocates. This software places your entire agency—clients, carriers, policies, and forms—within easy reach. Tailored to align with your workflow, Special Agent is engineered for speed, precision, and overall efficiency. Additionally, it integrates seamlessly with your carriers to eliminate duplicate data entry and ensure you always have the most up-to-date information readily available, making your job easier and more effective. Experience the transformation that comes with adopting Special Agent, and see how it can redefine your agency's operations.

The agency's self-service platform integrates with all insurance providers, establishing itself as a leading technology solution for the independent agent (IA) sector. GloveBox serves as a unified mobile and web application that empowers insurance policyholders to easily access their policy documents, make payments, file claims, and perform a variety of other tasks, irrespective of the carriers associated with their policies. Its primary objective is to elevate the overall customer experience for insurance clients while simultaneously lowering service costs and boosting revenue for both agencies and insurers. This comprehensive platform effectively links clients to both their agency and the respective insurance carriers, offering a streamlined interface. Users can select from an extensive roster of insurance companies to manage their personal lines policies within GloveBox, and once a carrier is chosen, it becomes part of the user’s homepage, facilitating account registration or login. In addition, GloveBox features advanced automation capabilities to optimize client distribution and ensures a smooth in-app experience for users, making insurance management more efficient and accessible for everyone involved. This innovative approach not only simplifies interactions but also enhances overall satisfaction across the insurance landscape.

Prise is a cutting-edge Policy Administration System known for its remarkable flexibility and configurability. It streamlines the automation and customization of various Insurance products, catering to the needs of Insurance carriers, MGAs, Agents, and Brokers alike. This all-encompassing solution merges robust software with comprehensive implementation services, application hosting, round-the-clock assistance, and marketing support. Users can swiftly create new or tailored products, allowing them to launch quickly and secure a competitive edge in the market. Additionally, it facilitates personalized pricing and package options that align with consumer preferences. The highly configurable system allows for efficient handling of routine Rate revisions, Underwriting rule adjustments, and Form modifications, significantly reducing the typical delays and expenses associated with programming interventions. Depending on the scale of implementation, businesses can effectively assess their ROI with Prise and potentially achieve break-even within the first or second year, fostering a more dynamic approach to insurance management. Ultimately, adopting Prise not only enhances operational efficiency but also positions companies for long-term growth and success in the competitive insurance landscape.

Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.

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.

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.

Sentry is an advanced management platform designed to streamline the process of managing insurance policies for contemporary insurance professionals. It serves as a vital partner for agents aspiring to demonstrate leadership and professionalism, emphasizing both security and innovation. This policy administration system is crafted to elevate the abilities of today's insurance agents, propelling them toward success. It equips you with a range of tools that enable the delivery of exceptional service, helping you maintain organization, conserve time, enhance client communication, and so much more. With Sentry, agents can confidently navigate the complexities of the insurance industry and focus on building lasting relationships with their clients.

Every EZLynx product seamlessly connects with our comparative rater and agency management system, creating a unified platform for users. You have the option to bundle products for enhanced efficiency or to acquire them individually based on your agency's specific requirements. EZLynx offers cutting-edge insurance software designed to optimize your agency's operations. Whether you choose to bundle products for a productivity boost or select them separately, each one integrates with our comprehensive platform to effectively manage customer interactions throughout their entire life cycle. From instant home and auto quotes available on your insurance agency's website to integrated email marketing solutions, EZLynx has everything you need. The cloud-based infrastructure empowers agents to enhance both client acquisition and service through every stage of the client relationship. You can conveniently access all your customers' quotes, policies, and documents in one centralized location. By utilizing EZLynx, agencies can experience a significant transformation in their operational efficiency and customer satisfaction.

Comprehensive Website Marketing Solution for Insurance Professionals. Launch your stunningly designed insurance website in just a few minutes. Our elegant websites are tailored specifically for selling insurance. Leverage AgentMethods Insurance Email Campaigns to attract new leads, boost referrals, or cross-sell to existing clients. With our user-friendly platform, agents can effortlessly craft insurance email campaigns. Select from our extensive collection of expertly designed campaigns, complete with images and text, and easily schedule the delivery of your emails to maximize engagement. This streamlined process empowers agents to enhance their marketing efforts effectively.

Violet is the innovative A.I. assistant designed to enhance the customer experience for insurance providers through engaging and conversational interactions. From initiating claims to providing quotes and making adjustments to policies, Violet supports customers throughout their entire insurance journey. Our cutting-edge technology offers top-tier conversational A.I. capabilities tailored specifically for the insurance sector. By integrating our unique technology with thoughtful design, industry knowledge, and data insights, we create an exceptional conversational A.I. solution that meets your needs. We will assist you from the initial concept all the way through to the implementation of Violet. Enhance your online lead generation, streamline customer support, and improve the digital experience with the help of Violet. With a fast and straightforward setup process, you can eliminate outdated forms and allow Violet to effectively capture, qualify, and convert more leads on your website through an interactive and engaging dialogue, ultimately increasing your conversion of site visitors into potential customers. This transformation can lead to a significant boost in your overall business efficiency and customer satisfaction.