Alternatives to HawkSoft

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

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

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

This software system for agency management, marketing, and tracking is tailored to help independent agents and agencies operate more effectively by implementing industry best practices. Initially, it operates in an administration mode, where the administrator, after logging in, undertakes a setup procedure that includes adding details about agents, information about carriers, sources of leads, and the letters for drip campaigns. Furthermore, the administrator can enter commission details for both groups and individuals, craft and upload personalized letters, and establish accounts for all group and individual clients associated with each agent. The software also enables the administrator to conduct queries based on various criteria, including carrier, lead source, type of lead, and agent. Additionally, it provides the capability to generate comprehensive reports that highlight performance metrics, such as the ratio of successful sales to unresponsive leads and the number of sales compared to callback attempts, thus enhancing the overall strategic decision-making process.

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.

One Inc provides an all-in-one platform tailored for the insurance industry, enabling efficient handling of premiums and claims payments. This singular solution is designed to facilitate a seamless payment process, allowing for quicker claim resolutions and reducing costs associated with check processing by utilizing digital payments through ClaimsPay®. By offering digital claims payments via preferred channels and methods, you can enhance customer loyalty, minimize operational expenses, and mitigate security and compliance risks. It empowers policyholders with the digital payment options they desire while maintaining your existing core systems and workflows. Additionally, you can securely capture payment information without it being stored on your internal network. The platform simplifies reporting and reconciliation, making the processes swift and straightforward. Transitioning to digital for both incoming and outgoing payments allows you to reclaim your resources, eliminating the tedious tasks of handling paper checks and cumbersome manual reporting. Embrace this change to streamline your operations and significantly improve efficiency in your payment processes.

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.

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

BimaGrow is an all-in-one platform tailored for insurance professionals aiming to enhance their business growth. It streamlines various processes, such as client data management, policy oversight, renewal tracking, and commission monitoring, ensuring everything remains organized and straightforward. With robust features that include Lead Management, Policy Administration, Renewal Alerts, Commission Oversight, Financial Ledgers, Comprehensive Business Reports, and AI-enhanced tools, insurance advisors can dedicate more time to sales and customer service rather than administrative tasks. Additionally, BimaGrow provides a complimentary lifetime advisor website, endless editing capabilities, marketing materials, and search functionalities for vehicles and policies, enabling smarter work practices. Advisors can also efficiently manage family groups, explore upselling or cross-selling opportunities, and tap into new revenue streams through partnerships. No matter if you're an independent advisor or managing an agency, BimaGrow empowers you to save precious time, boost operational efficiency, and confidently expand your insurance venture while maintaining a focus on client relationships. With such comprehensive offerings, it stands out as a vital tool for anyone looking to thrive in the insurance industry.

InsurLink empowers clients with round-the-clock digital self-service access to essential information, leading to enhanced client satisfaction, reduced Errors and Omissions (E&O) risks, and increased time for advisors to focus on business growth. This success story highlights how InsurLink enabled Amaden Gay Agencies to drastically cut down response times for straightforward queries, bolster the security of document sharing, and strengthen the relationship between the agency and its clients through self-service options. Clients today anticipate prompt responses to their needs, whenever and wherever it suits them best. Therefore, creating a modern and user-friendly digital client experience is crucial for delivering the 24/7, mobile, and secure services that clients desire, ultimately improving profitability and retention rates. By integrating digital technology into your operations, you can effectively address customer demands and enhance their overall experience with your agency. Such a transformation not only benefits clients but also positions your business for sustainable growth in the competitive landscape.

To enhance efficiency, productivity, and sales, your agency requires a top-tier agency management system. As an independent insurance agency, it is crucial to have access to an advanced management system equipped with state-of-the-art technology, a user-friendly interface, and exceptional support. Agency Matrix is dedicated to providing insurance software solutions tailored to these needs, facilitating your attainment of business objectives. Managing an agency doesn't have to be complicated; Agency Matrix streamlines processes by minimizing the time spent on tasks such as tracking x-dates, generating accounting reports, managing sweep tracking and reconciliation, and delivering client services. This optimization allows you to concentrate more on boosting your production levels. Additionally, with features like automated reporting and telephone integrations that instantly open a client's account based on their incoming phone number, you can save both time and resources, ensuring your agency operates at peak performance. Embrace the future of agency management with solutions designed to simplify your workload and enhance your overall business effectiveness.

Independent insurance agents leverage Agentero to enhance their earnings, optimize their time, and provide an exceptional customer experience. Our platform seamlessly integrates with your existing systems, modernizing your operations and setting the stage for future growth. This all-in-one solution empowers you to take charge of your agency's trajectory. Elevate your agency with: -Predictive pipeline. -Intelligent workflows. -Custom-branded application. We drive innovation for independent agencies, developing cutting-edge solutions while ensuring that your technology remains in peak condition. The predictive pipeline transforms your current data into valuable insights, enabling you to discover cross-sell and up-sell opportunities precisely when they arise, thus allowing for strategic time management. Meanwhile, smart workflows enhance your operational efficiency by providing a comprehensive suite of client engagement tools designed to simplify communication, automate routine tasks, and minimize unnecessary busy work. Ultimately, adopting Agentero means investing in a future where your agency can flourish with greater ease and effectiveness.

QQCatalyst serves as an agency management platform that offers tools for operational efficiency, marketing strategies, and management of sales pipelines. This system helps agencies enhance their customer relationships while streamlining business operations, allowing them to concentrate on expanding their clientele. It facilitates the identification of new business opportunities, enhances existing account management, and provides strategic oversight for prospect sales cycles. With integrated tools designed for crafting campaigns, agencies can effectively serve current customers, cross-sell services, and attract new clients. Additionally, QQCatalyst enables tracking of employee activities within the system, providing valuable insights on leadership recognition and productivity improvement. By allowing QQCatalyst to handle the intricacies of customer interactions and overall business management, agencies can redirect their efforts towards driving growth. The platform also features user-friendly marketing automation tools, existing customer service email campaigns, and specialized campaigns aimed at cross-selling and acquiring new customers, all designed to optimize agency performance.

The advent of digital technology has reshaped the expectations surrounding the delivery of solutions. Today, users demand rapid, accessible, and user-friendly digital experiences that streamline their tasks, a sentiment echoed by insurance clients as well. To meet these demands, insurers must adopt technological advancements that enhance their innovation speed, enabling them to provide comprehensive digital insurance software solutions to both their stakeholders and customers. It is crucial for them to address the shifting preferences of their clients by offering personalized and instantaneous experiences across the platforms they utilize. One way to achieve this is by allowing policyholders to report insurable events through straightforward interactions with an AI-driven chatbot. This FNOL (First Notice of Loss) chatbot serves as a digital insurance solution, guiding customers through the claims process and facilitating loss reporting in a fully digital manner. With its natural language processing and machine learning capabilities, the chatbot quickly understands user intentions and provides relevant assistance, ensuring a seamless experience for the customers. By integrating such technology, insurers can significantly improve customer satisfaction and engagement.

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.

AMS360 serves as the essential management system that underpins your independent agency's operations. Integrated within Vertafore’s premier platform, this system empowers agencies to enhance their growth trajectories and increase profitability. By optimizing workflows, it facilitates better renewals and customer retention while simultaneously attracting new clients, leading to heightened employee efficiency and an exceptional customer journey. Save valuable time on financial management with tailored solutions that cater to your specific requirements. Timely notifications keep you informed about upcoming renewals and potential rate hikes, thereby supporting higher retention rates. The integration of the agency-carrier process via TransactNOW allows you to devote more attention to your clients. With a single sign-on feature, accessing all your Vertafore solutions becomes effortless, eliminating the hassle of managing multiple credentials. Furthermore, a comprehensive set of APIs enables seamless application integrations with AMS360, offering enhanced functionality for your agency's needs. This combination of features not only simplifies operations but also positions agencies for sustained success in a competitive market.

Optimize essential workflows to drive sustainable growth. Agencies require a structured approach to seek and secure new business while simultaneously offering exceptional service to retain existing clients. Equip your agency with cutting-edge technology to automate routine tasks, enabling you to provide outstanding value to both prospects and clients. By leveraging technology, you can stay ahead of qualified leads and maintain your current client base, enhancing your sales, renewals, and service processes. Transform the entire journey—from lead generation to contract renewals—by utilizing the innovative tools offered in the Zywave Sales Cloud. Elevate your competitive edge with our all-inclusive suite of resources designed to generate fresh leads, foster relationships with prospects and current clients, and optimize servicing workflows. This robust platform simplifies your entire sales approach, allowing you to identify and engage new leads effortlessly, manage communications seamlessly, and take charge of prospect meetings by presenting actionable insights. With these tools at your disposal, your agency can achieve remarkable efficiency and effectiveness in all areas of operation.

Enhances the speed of delivery while promoting the use of STP tools. Offers exceptional visibility into agent performance, sales advancement, and additional metrics. Utilizes data to uncover emerging customer requirements. Covers aspects such as field underwriting, quotations, e-Applications, status updates, e-Delivery, and beyond. Aims for improved workflow efficiency and lead management to capitalize on cross-selling and upselling prospects. Facilitates the communication of case statuses and the creation of detailed reports all from a single, unified platform. This integration streamlines processes and fosters better decision-making across teams.

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.

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

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

AgencySmart operates in the cloud, enabling you to access your clients' information anytime and from any device with internet connectivity. You can address client inquiries, schedule calls when renewals are approaching, and monitor their activities effectively. The platform keeps you informed about client and prospect policy renewals, ensuring you receive timely alerts for service issues requiring immediate action. Additionally, it manages enrollment, termination, and change processes while also tracking dependents who are aging out at 26 or turning 65, which makes them eligible for Medicare. It provides notifications for upcoming tasks and calendar events, along with comprehensive audit tracking to identify who is handling various responsibilities. The system also supports cross-selling opportunities and maintains compliance by sending clients and prospects reminders about renewals and important plan updates. You can share essential information regarding plan modifications and send personalized notes or cards for special occasions like birthdays and holidays. This comprehensive tool reveals all possible cross-sale opportunities, ensuring that you never miss an opportunity to engage with your clients effectively.

OneLink was designed specifically for agency owners, emerging from the need for a more sophisticated and comprehensive technological foundation in the insurance sector. As a frontrunner in the industry, OneLink offers a holistic and versatile solution that empowers you to take full control of your agency. With its user-friendly interface, you can effortlessly establish hierarchies and manage user permissions. Additionally, it allows you to monitor prospective clients alongside repeat business, enabling you to identify fresh opportunities for expanding your insurance offerings, all within a single platform. The system simplifies payment tracking and commission processing, accommodating both manual and automated methods while offering extensive customization options. Furthermore, OneLink produces a variety of reports that include production metrics, policy overviews, call performance evaluations, and commission tracking, delivering this information almost instantaneously. We understand that the insurance sector necessitates specialized functionalities for effective lead management, which is why OneLink incorporates ForcedLead technology to ensure your agency benefits from up-to-date contact opportunities. Overall, OneLink is designed to enhance efficiency and streamline operations, making it an invaluable tool for any insurance agency.

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.

CP Manager was developed in response to the urgent needs expressed by agencies for an effective agency management system. This innovative platform was crafted by an insurance automation consultant, ensuring that adding clients and policies is straightforward, and client servicing is seamless. We've even hosted a webinar to showcase how we achieved such an intuitively designed system. Before its official launch, we provided several customer service representatives access to CP Manager without any formal training, and the feedback we gathered helped us refine the system for enhanced usability. In this discussion, you will discover the design principles behind CP Manager and the strategies we employed to foster a highly efficient system, empowering your agency to manage a larger portfolio of clients. Furthermore, considering the high volume of emails exchanged daily by you and your team, we have integrated email functionality directly into CP Manager, streamlining the communication process and minimizing the number of steps involved. This integration not only saves time but also enhances overall productivity within your agency.

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.

Insuresoft's Diamond Billing solution aims to equip insurers with precise, instantaneous data and self-service features tailored for agents and policyholders alike. This system empowers agents to efficiently oversee their operations while allowing policyholders to manage their coverage whenever they choose. By automating routine processes, it ensures that tasks are handled correctly and supports real-time adjustments to payment plans across various options. Additionally, it adeptly manages scenarios like non-paid cancellations and reinstatements, which streamlines service delivery and boosts overall policyholder satisfaction. Its customizable design meets the specific requirements of both agents and policyholders, facilitating the adoption of flexible pay plans that align with clients' needs and enabling mid-term changes to payment arrangements. Moreover, Diamond Billing supports an extensive range of payment methods, including mobile transactions, online payments, credit cards, electronic funds transfers, checks, or cash, ensuring convenience for all users. This comprehensive approach not only enhances user experience but also fosters stronger relationships between insurers and their clients.

Radius offers a comprehensive CRM solution tailored specifically for insurance agencies, ensuring you never miss out on a lead or client due to lost data, technical failures, or disorganized paperwork. This platform allows you to efficiently organize and manage all your leads and clients in one place. With Radius, there's no need for additional email marketing tools, as it provides features for sending automated responses, drip marketing campaigns, mass emails, and SMS or text messages. Each lead and client profile comes with a detailed history, reminders, tasks, notes, and file storage for easy access. The integrated Radius Dropbox feature enhances organization by automatically importing emails into the system. You can customize Radius to fit your business needs by defining custom form fields, managing lead temperatures, client statuses, and much more. Furthermore, Radius seamlessly integrates with your website, quote engine, lead vendor, or any third-party applications, making it an indispensable tool for your agency. With its numerous features, Radius not only streamlines your processes but also enhances your overall client relationship management.

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

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

Provide your advisors and policyholders with comprehensive, real-time guidance to help them select the most suitable coverage for their specific requirements. Utilize cutting-edge data to make a significant impact in the industry. Facilitate remote operations through intelligent applications. Enhance distribution and customer service to deliver unparalleled experiences for your clients. Equip your organization with new skills and knowledge across all business areas. Operate within our secure cloud environment or on-premises, ensuring enterprise-level data anonymization, traceability, and compliance with regulations such as IDD and GDPR. Effortlessly integrate with your existing systems through swift collaborations with partners like Salesforce, Microsoft 365, and Guidewire. From policy acquisition to claims management, implement and oversee essential AI-driven processes in real-time without sacrificing the integrity of fraud detection. This holistic approach not only enhances operational efficiency but also fosters a culture of innovation within the organization.

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.

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

Automated Group Benefits is a sophisticated business automation platform tailored for General Agencies (GA) operating within the Employee Benefits sector. This innovative system enhances GA productivity and operational efficiency by utilizing cutting-edge, seamlessly integrated software solutions. Offered as a comprehensive turnkey system, Automated Group Benefits ensures that all support is readily available through our committed support team, allowing you to concentrate on expanding your business. The platform features an integrated task management system that connects tasks and notes to every record, guaranteeing that renewals, deadlines, and various responsibilities are effectively managed. Additionally, AGB comes equipped with reporting tools designed to oversee client relationships and their corresponding portfolios, including payment histories and plan details summarized with benefits. The system also tracks commissions and account data, facilitates commission splits, calculates and prints checks, processes electronic payments, and manages payment records efficiently. With AGB, businesses can streamline their operations while maintaining a strong focus on client satisfaction and growth.

Enhance your digital strategy by fostering innovation and streamlining the insurance claims process for everyone involved. Westhill is more than just a technological solution; it represents a comprehensive ecosystem built on the strength of connectivity. We assist insurance carriers in improving their service to clients, enabling them to retain a larger percentage of policyholders through stronger customer engagement, while also offering potential cost savings and faster processing times. This ensures that the appropriate indemnity amounts are disbursed efficiently. For contractors, our platform facilitates a steady workflow by simplifying and enhancing their marketing efforts. This allows service providers to concentrate on addressing the needs of policyholders and forming enduring strategic partnerships. Ultimately, we empower policyholders to restore their properties in a straightforward, quick, and efficient manner, ensuring a seamless experience throughout the entire process. Through these efforts, Westhill is transforming the insurance landscape for all stakeholders.

Eclipse provides independent insurance agencies with powerful features that fit their budgetary needs seamlessly. This platform is perfect for managing data and achieving sales objectives efficiently. It eliminates the hassle of searching for client information and resolving issues with third-party accounting systems. With Eclipse, agencies can streamline numerous manual tasks, allowing agents to focus more on engaging with both existing and potential clients. The Eclipse Agency Management System utilizes a straightforward per-user pricing structure. This pricing approach ensures that agencies have a transparent understanding of their software costs, giving them the ability to manage their budget effectively. As your agency expands and you bring in additional agents, these new hires will simply count as new users within the system. Furthermore, if your agency expands to new locations or takes over other agencies, Eclipse's Multi-Agency feature enables seamless scalability to accommodate your growing business needs. Ultimately, Eclipse empowers agencies to adapt and thrive in a competitive market.

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

Berkley Cyber Risk ProtectSM offers comprehensive cyber insurance that includes both first and third party coverage, featuring customizable limits and retentions while adhering to an annual policy aggregate, which grants policyholders the ability to select only the necessary coverages that fit their specific requirements. Additionally, it covers expenses related to the replacement, remediation, and enhancement of computer systems, as well as the development and improvement of data security protocols and practices. This tailored approach ensures that businesses can effectively manage their unique cyber risks while remaining adaptable to their evolving needs.

Eliminate the hassle of lengthy renewals by simplifying the request for proposal (RFP) process from start to finish. With BrokerageBuilder™, you can generate top-notch RFPs in mere minutes and distribute them efficiently to various carriers. The task of monitoring carrier commissions can be challenging, but BrokerageBuilder simplifies this process significantly. You can effortlessly track commissions from any carrier while also streamlining the processing and validation of received payments, giving you enhanced visibility into your agency's commission income. By consolidating your data, you can establish customized workflows that suit your agency's specific needs. Every day, users will receive a curated list of overdue tasks and upcoming responsibilities that need their attention, ensuring that nothing slips through the cracks and all tasks are managed effectively and efficiently. This proactive approach fosters better organization and productivity within your agency.

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

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.

Smart Automation significantly boosts user productivity when it comes to servicing clients. By reducing the need for manual intervention, it ensures a better experience for both users and customers alike. Annual system costs should not be tied to your business's performance; instead, we align these costs with the services we deliver to you. Our system allows for comprehensive management of the entire policy lifecycle, covering transactions such as rating, validation, quoting, binding, issuance, and policy modifications. It includes a robust double-entry accounting framework to oversee all financial transactions related to policies and claims. Real-time policy coverage verification is an available feature, enabling efficient management of reserves, loss payments, and expenses at a granular claims level. Policyholders have the ability to confirm their coverage, print policy documents, check the status of claims, review their accounts, and process payments. The application comes equipped with numerous pre-built interfaces, including Payment Gateway, Replacement Cost Valuation, Insurance Credit Scores, Motor Vehicle Records, and eSignatures. Additionally, a mobile app is provided to facilitate easy access for field adjusters, allowing them to quickly upload assessments and photos directly into the claims system, thereby streamlining the claims process further. This integration of technology not only simplifies operations but also enhances communication and efficiency across the board.

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.

WaterStreet’s platform for property and casualty insurance, along with its policy administration services, empowers your organization to achieve greater efficiency. This comprehensive suite not only provides business process outsourcing for insurance but also enhances the customer experience through advanced technology and streamlined procedures. By improving visibility and interactions with policyholders, your agents can more effectively pinpoint cross-selling opportunities and offer proactive support when customers are in need. The integration of process automation, along with real-time access to documents and data, guarantees prompt delivery of accurate information that fosters accountability and transparency. The WaterStreet P&C Insurance Suite consolidates all your data and operational processes, thus removing the necessity of juggling multiple software systems for your business. This seamless integration exemplifies outstanding customer service, providing a robust link between clients and agents, as well as between agents and insurance companies. Ultimately, this holistic approach not only increases efficiency but also enhances overall satisfaction for all parties involved.

Rocket Referrals ensures that your clients remain loyal, make additional purchases, and spread the word to their friends. There are no contracts or setup fees involved, allowing you to discover both satisfied clients and those at risk of leaving. You’ll receive alerts when clients express dissatisfaction, enabling you to preserve those valuable relationships. Regularly gather feedback to track client sentiment over time using NPS, while our AI efficiently organizes this feedback to guide your improvements. You can automate client communications, deciding how much control you want—whether to set everything on autopilot or to review messages before they are sent. Quickly craft personalized messages and email marketing campaigns, and utilize pre-made automations and templates for cross-selling insurance. Send thoughtful handwritten notes just like grandma used to do, and connect with clients in innovative ways through Rocket Connect. Effortlessly text your clients while remaining compliant with TCPA regulations, and ensure rapid responses to both clients and potential customers through web chat features. There’s never been a better opportunity to enhance your client engagement.