Alternatives to EZLynx

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.

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%.

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

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.

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.

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.

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.

FINEOS Platform offers clients the only comprehensive SaaS core product suite. It includes FINEOS AdminSuite, which allows for quote to claim administration, as well as FINEOS Engage which supports digital engagement, and FINEOS Intelsight for analytics. Your digital insurance strategy's foundation. FINEOS Platform seamlessly combines FINEOS AdminSuite, FINEOS Engage, FINEOS Insight, and Platform Capabilities to create a modern, single-core insurance platform for Life, Accident, and Health. Legacy core systems used a single-size-fits-all approach to business technology that does not fit the needs of agile businesses. Consumers, brokers, and employers have access to powerful SaaS computing platforms, software tools, and a higher standard for digital strategy for insurers. The monolithic models of insurance software that were used in the past focused only on the details of the insurance contract.

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.

InsuraSphere is a complete suite of products and solutions that grow with your business. InsuraSphere is the complete product suite designed by insurance professionals for insurance professionals. All the essential information you need to manage your business, including quotes, claims, agents and policies, can be found in one place. InsuraSphere's integrated policy management system will streamline your processes. With agent and insured portals, you can give your stakeholders access the information and workflows that they require. Agents can rate, quote, or issue their own policies using your company's role-based permissions and business rules. Add third-party integrations to customize your company's workflows. InsuraSphere was designed to meet the changing needs of agents and carriers. InsuraSphere can grow with your business, whether you're just starting or moving from a legacy system.

AGO Insurance Software, Inc. is a leader in software and services for property- and casualty insurance companies. We have provided cost-effective business solutions to insurers of all sizes. Our products include solutions to policy administration, claims processing and accounting. Our software will streamline your business operations, making it more productive, efficient, and profitable. Our system is modular and can be installed as either a complete system or as separate modules that can be licensed separately. This allows for collaboration with legacy systems or third-party systems.

InsuredHQ has developed an insurance infrastructure platform that optimizes the management of policy management, tasks, claims, invoicing, documents, quotes accounting, and reports. It gives you complete visibility into what’s happening in your insurance organization, all in one place, and is quickly tailored to the processes you already have established. We work with our customers to automate the administration of all of their insurance needs and in a way that is suited to the needs of their customers. InsuredHQ is a platform designed to fit your requirements and grow your business. Whether it’s adding more insurance products, extending to other markets, or expanding to new countries, InsuredHQ helps take advantage of every insurance opportunity.

The industry's most trusted personal lines comparative rater will help you close more business in a shorter time. Compare live quotes from all carriers, side-by-side, in one location. PL Rating is the most trusted comparative rater and has connections to more than 300 carriers in 48 states and DC. You can present multiple rates and coverage options for your clients in the same time as it takes captive agencies or direct writers to generate a single carrier quotation. You can save time by accurately quoting dozens of carriers with over 300 real-time connections. This is much faster than it takes to generate one quote through a carrier website. PL Ratings offers package, flood and consumer rate quotes, which can all lead to higher revenue. Customers can also be retained better by having them close faster. Perform faster and more accurate data entry: PL Rating allows you to validate the information associated your customers.

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.

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

You can bring new and existing products to market via various sales channels, including self-service portals or mobile apps, broker networks, broker websites, aggregator sites, White Label schemes, direct to market, and broker networks. You can use powerful CRM tools to manage consumers, agents and brokers. Automate renewal invitations, offer web logins and self service facilities. Assign account managers and manage accounts. Integrate seamlessly with top aggregators via C2MS APIs or surface rating engine services that provide real-time quotes. Connected to MoneySuperMarket and GoCompare, Compare the Market and Confused.com. Powerful GUI tools allow you to create and configure Products using data modeling, validation logic, mapping for web services, and reporting.

Surefyre is the best submission platform for modern P&C MGAs and wholesalers. Surefyre's flexible, no-code configuration makes it possible to automate almost any type of P&C insurance. Workflows can be tailored to your business process, from full automation to high-touch subwriting. You can create web applications that meet embedded underwriting requirements right from your website. All the information you need to provide immediate approvals. Automation can increase the efficiency, speed, and accuracy of your staff. Surefyre automates everything. With custom reports, you can quickly see how your business is doing. Surefyre turns your data into a valuable asset that allows your entire team to make data-driven decisions. Integrates with third-party systems for carriers, accounting and claims, rating, backend, and custom solutions. Through Surefyre's API, you can also leverage any new enterprise or insuretech application.

RiskVille helps you automate core routine tasks in policy, claims, and risk management. All your day-today operations, including customer relationships, claims and policies, can be managed in one system. RiskVille, a cloud-based software solution for all types of insurance businesses, is designed to help you manage your day-to-day operations. We are familiar with your business and understand how important it is to have a complete picture of your business. We also know how important it can be to accurately and carefully execute daily operations. RiskVille automates your employees' routines, freeing them from the burden of doing repetitive tasks. Audits are something we all face. We want to smile and feel secure, compliant, and comfortable with them. Making audit processes simpler will improve compliance. RiskVille conforms to GDPR and is hosted on the secure Microsoft Azure platform. This ensures safety and security for your data as well as your processes. Clients can expect more from you by allowing them to access their policies and claims online. You can also remind them about renewals.

Your customers will be most grateful if you are able to find the right coverage at the best price. This can be done by analyzing multiple carriers. TurboRater makes it simple to provide this analysis within seconds of the customer requesting it. TurboRater allows you to enter your quote information and TurboRater automatically applies the underwriting rules. This means that you will receive multiple accurate quotes immediately. Reduce the chance of data entry errors by avoiding spending too much time entering quote information on multiple carriers websites. Your producers and CSRs will be able to spend more time on new sales and retention by reducing the time it takes to quote a policy. TurboRater's comparative rating system will help you increase your agency's revenues and improve client satisfaction. The ease of one-time data entry reduces errors, employee training, and onboarding time. Why should it take more than four seconds to get a quote? Your clients will find the best price and coverage combination in less than 4 seconds.

QuoteClick.com is a web-based insurance product that offers quotes for individual and family dental plans in all 50 States. Insurance comparative rating software automates policy underwriting and rating management for insurance companies and agencies. It is easy to integrate your website and enjoy all the benefits of online rating right at your client's fingertips. We provide an agent link to your website that takes them to a landing site where they can enter their zip code. The results of the dental plan search are displayed in order from the lowest to highest monthly rate. After selecting a plan, the client reviews the services and submits an online application. The client can then fill out the application online or upload it to the dental plan company using your agent code.

USSI is proud that it offers its entire range of professional insurance software solutions. These software solutions are designed to be a complete turnkey administration solution. USSI's comprehensive software solutions will ensure that your insurance company operates at the highest level in a changing and competitive market. USSI's InsurancePlus Individual Life and Health Administration software solution manages the books of business for traditional and new non-traditional Life and Health insurance businesses. Products supported include Whole and term life, interest sensitive, final Expense, annuities, supplemental health, and others. USSI's InsurancePlus Group Life and Health Administration software solution manages the books of business for Group Health insurance providers, Self-Insured Funds and TPA's. The supported plan offerings include Point of Service and Major Medical, Term Life and High Deductible, Traditional Insurance, etc.

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

Insurance Systems Inc. (ISI), was founded by Terry Neilson in 1997. He recognized the need for modern IT solutions that would change how insurers interact with their insureds. ISI was founded on this premise to develop and implement custom software solutions. As the insurance industry changed, so did our technology requirements. In order to be competitive, insurers needed advanced graphical user interfaces (GUI), which allow them to create new products and make business changes via configuration, not through software development. We introduced ISI Enterprise in 2010, a complete end-to-end solution that is flexible and configurable for all P&C insurance companies. Our team of architects, business analysts, and quality assurance analysts has continued to develop and implement new features to the advanced architecture to keep up with the changing marketplace.

BriteCore is a cloud-native core insurance platform for P&C insurers that unlocks business growth, delivers greater productivity, and provides a modern customer experience. With the BriteCore Platform, insurers easily administer policies, manage billing and claims, rapidly configure new products, and access detailed reporting and analytics in an all-in-one core system, including agent and policyholder portals. Trusted by over 90 insurers across North America, BriteCore’s policy administration solution enables medium size carriers and MGAs to efficiently manage their insurance operations and effectively compete with the largest providers.

It's easy to do a commercial comparative rating. All data entered in one place. There is no need to visit multiple carriers websites to get quotes. You can skip retyping the same data into different carrier systems. This will increase accuracy and decrease the chance of errors. So your customers can get the best deal, you can offer quotes from multiple carriers. You can also let them self-serve and get a quote directly from your website. Export customer data to IBQ for remarketing. You can also quote in IBQ to export to your agency management software. No extra charge. There is no need to search for the class codes for every company. It's easy to find the right class for any quote with our innovative lookup function. You can quickly and easily quote the most popular commercial lines right from one spot.

eHealthApp allows brokers and consultants to stand out by efficiently collecting health information. The broker can use the collected information to obtain health underwritten quotations and allow the broker to analyze it to determine the best fit for their group clients. TPA's, GA and Carriers can sponsor eHealthApp brokers in a way that does not hurt the competition, increases underwriting accuracy and makes products more widely accessible. Contact us today to request a demo and learn more about eHealthApp.

Agents can easily and accurately quote life insurance coverage for their clients with this full-featured quoting tool. It includes rates from over 100 life insurance companies. You can get quotes for Term, Return on Premium, Simplified Issue and Guaranteed UL products. Instantly add life insurance quotes to any website. The Website Quoter integrates seamlessly with your existing website and automatically adjusts to fit any screen size. This ensures that your website looks great on all devices. You can choose which life companies you wish to quote and where you want leads to go. Compulife Basic quoter allows you to run life insurance quotes from any computer, tablet or phone that has an internet connection. It can be used on any device, including a PC, MAC or iOS.

QuoteRUSH was developed by insurance professionals for insurance professionals. It is revolutionizing the industry. Our software allows you to quickly and easily quote all your insurance carriers using a single screen. This rating technology allows you to instantly get rates. You are directly working on the websites of your carrier so there is no need to translate. Your rate will be calculated exactly how your carrier wants it. This software revolutionizes the process of quote binding policy and makes it easier to make decisions. We integrate easily with any lead vendor and all agency/lead management software. QuoteRUSH is the fastest comparative rating system for homeowners insurance. We don't believe in complex algorithms or making wild predictions about the future. We live in the moment. We only use the real rates from the Insurance Carriers.

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

Key Features and Benefits Multi-Company Rater - Easy to Use Upload to Carrier for Real-Time Rates Order MVR reports (third party) Driver/Vehicle Fill (third party) Templates & Agency Rules Fast, Courteous Customer Service Independent Software Vendor in Michigan Company tested & approved ISO-verisk Partner Marshall & Swift RCE

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

You can achieve immutable transparency for your product without having to learn blockchain. We make it easy to get started for insurance agents and their development teams. Our platform allows you to scale your brand by creating your own offering. RaterSpot is an end-to-end platform for insurance rating, distribution, and underwriting. It was built on a mature micro-service platform. We give program managers and insurance carriers unprecedented control over the distribution of programs to wholesale and retail brokers. Our costs are a fraction of those of other systems. You can keep your customers, commissions, appointments and customers, but we can help you with the technology. Validate and Sanitize with Big Data. Embed Raters directly on Your Site. Chat with Underwriters Directly. Bind Online with Customer Portal. Blockchain-enabled, end to end insurance platform that brings value to all segments of the industry.

Cloud-based platforms eliminate the need to purchase and maintain servers in your offices. Agency Office runs all its websites and applications from a UK tier 1 data center. There, a number of powerful servers run its virtualized infrastructure. These servers are designed in a highly resilient, load-balanced topology with automatic failovers, off-site regular back-ups, and redundant hardware.

Damco's InsureEdge Insurance Software is an all-in one software designed to help insurance companies gain maximum value from its extensive modules. This highly configurable and customizable software features the best insurance processing functions in the industry. InsureEdge is suitable for multiple insurance lines and can efficiently and effectively manage and streamline workflows to increase profitability, performance, and accuracy. It supports a variety daily operations via back office automation and other modules such as customer relationship management, policy administration and claims processing. InsureEdge, an insurance software that is flexible and scalable, is the key to future-proofing your business.

AUSIS (Full-stack Behavioral underwriting) AUSIS allows insurance companies to offer in-depth underwriting, scoring and decisions in real time. AUSIS reduces cost, time, risk, fraud, and increases efficiency, decision power, alternative score, and more. AUSIS increases STP from NSTP. It also allows non-invasive methods to aggregate health data from AQI and Location, Mortality and Social, Photo, Video and Health Devices. Weather, Sanitation, and more. AUSIS can reduce the policy issuance cost by up to 40%

CoverWallet For Agents, an Aon Company, is a technology platform that allows Insurance agents to have one point of entry to multiple carriers and lines. It provides agents with a quick, simple, and cost-effective way to provide commercial insurance to their customers. One application for multiple lines, including General Liability and Professional Liability. The application saves time by prefilling information and skipping unnecessary information as you enter it. Available on desktop, tablet, and mobile devices. Instantly compare quotes from top national carriers. No appointments required. You can instantly compare quotes and adjust coverages and limits with the click of one button

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.

EZ-Audit, a premium audit software, is used by thousands of auditors at the largest insurance companies in the world. EZ-Audit is also used by some of the smallest fee businesses. The program can be customized to meet the needs of any company. EZ-Audit is a great tool for new auditors as it provides all the screens required to capture audit data in linear fashion. It is powerful enough to handle large multi-entity, multistate, multilocation, multi-auditor audits. It also allows instant access any audit data. InsuraTek, LLC, is a leader in the provision of insurance industry software. To maintain compatibility with customers, we use the most recent technology from Microsoft, including Visual Studio 2019. Since 1984, when we created the first portable premium audit application, we have been creating exceptional software for the insurance sector.

Apropos Business Solutions, Inc. offers standard products, custom databases development, custom web-enabled apps, website design, and hosting. Premium Finance Manager and Agent quote module for premium finance companies are two standard products. We can create custom database applications using Microsoft Access or SQL Server. Interactive websites can be created that support electronic commerce and integrate with your company's database. Our customers receive web hosting to help them with their website design, implementation, and ongoing support. Premium Finance Manager is a great product at a great price. But you want more. You need great service! Apropos offers the services you need: installation, setup, training, ongoing support, and more. You have the software and services you need, but you still need more. You need a guarantee.

Our insurance agency system is a powerful tool for connecting carriers' feeds, clients, policies and other contracting systems and compliance systems into a single platform. Equisoft/centralize, a management system for insurance agencies, connects all stakeholders to streamline insurance distribution and commission administration. Our insurance agency software is designed by industry experts to provide you with business processes that are ready-to-use. Reports on sales of policies and commissions are among the most important reports used to track operations. Equisoft/centralize allows you to track leads and highlight advisor sales performance. Payouts can be processed with ease, even when the hierarchy is complex. Disparities between expected and received compensation are clearly identified. Support for all commission structures and custom compensation types. Integration of all data feeds from insurance carriers and medical requirements companies.

ForeSight®, with its robust features, can be used to optimize distribution strategies and automate illustration sales processes for greater business agility, speed to market, and greater business efficiencies. ForeSight®, which is available to carriers, provides advanced features such as robust rules, pre-built tools and system customization to quickly promote products for distribution. Your sales team will be able to deliver products and solutions quicker and more confidently with a dynamic and guided illustration process. Access to customized, accurate, and compliant sales presentations for all business lines from one sales illustration system. ForeSight allows your sales team to quickly compare, illustrate, and illustrate life, annuity and disability. This will help them solve their clients' retirement and insurance goals.

Our proprietary OCR technology will automate your work and instantly read and populate all your COIs within the system. Our certificate of insurance tracking software will save you and your employees hours of manual entry. Don't let expired COIs slip by your fingers! You can easily schedule renewal requests and send emails to communicate with the necessary parties about policy status. Our configurable interface makes it easy to view all important COI data. You don't want to be the middleman. Producers, Providers and Vendors have the option to upload Certificates of Insurance directly to CTrax. They can also check the status of their COIs in file for verification on-the-spot. Confidence in organizing projects To make it easy to track and manage vendors over time, group COIs by project. This is the ideal solution for clients who have vendors on multiple assignments.

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.

Avoid double redirects - Enrollment on one platform is simplified while you complete Special Enrollment Period verifications, complex eligibility situations, and report life changes. All this without having to visit 'healthcare.gov. Efficient APIs - Application-programming Interfaces (APIs) in our EDE platform transfer data between the Federally-Facilitated Exchange for faster submissions, eligibility checks and renewals. APIs quickly calculate the premium tax credits and cost sharing reductions that are appropriate. Medigap Filters is a Medicare feature that meets regulations. BrokerEngage now allows you to compare, add, and compare Medigap plans without having to search through carrier portals. Healthcare Providers and Drugs - You can now find plans for your clients that include prescription drugs & the healthcare providers they require.

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.

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.

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.

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

CP Manager was created to meet the needs of agencies who are looking for a management system that will help them run their agency. This system was designed by an insurance automation consultant. It is very easy to add a client or policy, and it is also easy to service clients. CP Manager is so simple that we even created a webinar on how to make it so easy. We gave CP Manager to a number CSRs two years before it was released. They were not trained and received detailed reports on how to make CP Manager even more user-friendly. We'll share the details of CP Manager's design and the things that we did to make it more productive. This will allow you to create a productive agency, which will allow your staff to manage a larger business book. Your staff is sending and receiving emails multiple times per day. CP Manager allows you to integrate emailing directly into the system. This makes emailing much more efficient and takes a lot less time.