Alternatives to Insureio

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.

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.

TL LeadManager®, our lead management system, is exclusively for Life and Health Insurance Agents. It's easier than ever to manage your Medicare Supplement, Long-Term Care, Final Cost, Annuity, and other leads. TL LeadManager is the perfect solution if you don't like or don't have a lead/contact management software. This CRM-based contact management system, CRM, has many features and is easy to use. It's designed to reduce the time spent on leads and maximize your selling time. Reduce paperwork, become more organized and sell more policies. We can make direct mail marketing as easy as possible when used in conjunction with TargetLeads®. Whether you are using Turning 65 lists to get Medicare Supplement or any other type of insurance leads, the TLLM program will allow your to manage, follow up, and run reports on all your campaigns.

Streamline mission-critical workflows and drive organic growth. Every agency requires a process for finding and writing new business while maintaining existing clients. Your agency should have access to world-class technology that automates your daily tasks so you can provide superior value to clients and prospects. Technology can help you increase sales, renewals, servicing, and get in front of qualified leads. The Zywave Sales Cloud offers a wealth of tools that can be used to enhance the entire process, from prospecting to renewals. Our comprehensive suite of tools will help you compete on a new level. It includes tools that allow you to nurture prospects and clients, generate new leads, and streamline your servicing workflows. This platform simplifies your sales process. You can identify and market new leads, coordinate all communications easily, and take control over prospect meetings by providing valuable insights.

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.

Lifetime: One platform to acquire, service, engage and manage all your assets. Lifetime solves many of the most pressing problems facing life and annuity carrier today. LifetimeAcquire is an accelerated underwriting eApp product that drives direct-to consumer, call center, advisor sales. LifetimeAcquire makes it easy to configure questions, flows, UI elements, and other functions, so you can continue driving sales through all your channels. LifetimeService: LifetimeService offers comprehensive digital self-servicing to your customers. Customers can securely manage everything, from payments to beneficiary updates, with this service. No more faxes and mailers. LifetimeEngage - LifetimeEngage creates a long-lasting relationship between you, your policyholders. This can drive brand loyalty, increased persistency and health and wellness initiatives, purchasing decisions and financial education.

IMPACT Insure, the next generation in insurance risk management and back office software, is now available. We have a solution that can be customized to suit your business, no matter how small or large you are. In many cases, you can have a more automated system. IMPACT is for general insurers, risk insurers and insurance brokers. We can support any type business, including marine, aviation and buildings, as well as motor, general, pet, reinsurance, and medical. Large, established multinational insurers have clients as well as small and medium businesses that are looking for software to help them grow. IMPACT provides complete customer management and multiple policies to suit different business types. It can handle claims and has a fully paperless office document generation system and management system.

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.

Easy-to-use technology that simplifies post-sale servicing. One secure system of record for all your annuities and life insurance data

Agiliux offers a suite of software-as-a-service solutions for the insurance industry to enhance distribution efficiencies and improving customer experience in the Asia Pacific region. Agiliux is the only fully configurable, modular, enterprise grade, no-code, insurance platform that enables omnichannel distribution, policy administration, and claims powered with open insurance APIs. Agiliux's no code insurance application builder allows general and life insurance companies configure and deploy any product in record time, across any cloud. The platform is flexible and adaptable beyond any comparable system, allowing product innovation and quick integration with legacy systems.

SaaS solutions that give you a competitive edge. You can deliver new products faster, speed up issuance and service, as well as streamline your business operations. You can empower a digital-first strategy that will fundamentally change how you interact with customers, producers, and agents at all stages of the policy cycle. Accenture Life Insurance & Annuity Platform is known for its ability to help organizations achieve the agility and speed required by today's economy. We are the leaders in innovation, R&D and cloud experience, enabling carriers like yours to drive digital transformation and operational excellence that allows you to get and retain more customers. ALIP is one of the most advanced, configurable and feature-rich solutions available.

AgencyBloc is a management platform for life and health insurance agencies that helps them grow and secure their business. It includes sales enablement, quoting, client and policy management, commissions processing, and more. AgencyBloc is your life and health insurance agency. It has all the features you need to manage your agency, communicate with prospects and clients, and grow your business from any location.

Our SaaS platform is used by insurance companies to create branded shopping experiences, automate policy administration, foster collaboration among brokers, customers, and healthplan teams, and provide a platform for insurance companies to offer a personalized experience. Our best-in-class platform will power your business and increase efficiency, speed, agility, efficiency, and compliance throughout your organization. Don't miss the chance to win a customer. Effectively present your list of insurance products and health plans. Improve client follow-ups, increase process efficiency, and organize work queues to keep business operations running smoothly. JET Insure will keep track of all events, so you can focus on your core business activities. Let us show how we can optimize your company for future healthcare needs.

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.

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.

InsuranceDrip is a web-based, automated social media marketing tool that targets insurance agents. It offers many features, including the ability to create customized agent websites, integrated email newsletters, and social marketing on websites such as Facebook and Twitter. Each agent can track the level of engagement with any potential customer to facilitate sales.

With its software and consulting services for insurance companies, msglife has been setting the standard in the market since 1980. Our expertise and professional knowhow are trusted by many customers around the globe. We have offices in Europe and USA, so we can offer both standard solutions for quick roll-outs as well as tailored services across all insurance industries. Our market knowledge is unrivalled and will give your company a competitive advantage. Our products and solutions have been successfully used in life insurance, retirement planning, as well as non-life, personal liability and health insurance. msg Life creates intelligent solutions and ideas that will help you succeed. We help our customers to overcome the challenges of digitalisation in a sustainable, reliable and unbiased manner. Our services range from custom consultancy and professional services to mature, standard software products and all-inclusive options.

SohamLife is a web-based application that supports the entire life cycle of insurance operations. It allows you to register proposals and then settle claims by maturity or death claim. It is easy to use and provides Insurers with the flexibility and scalability they need, while also allowing for quick implementation and deployment. The solution provides an easy mechanism to view the status of the Proposal/Policy/Claim details either by an Agent or by the Life Assured himself. The solution allows seamless integration between Accounting, Claims, Reinsurance, Underwriting and Accounting departments, thereby avoiding data redundancy. The solution meets both country-specific reporting and operational processing requirements. SohamLife is multi-currency and multilingual. It is a fully integrated, component-based solution that supports core business processes and data entry into one component.

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.

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.

AgentExpress is more than a standard quoting and enrollment platform. We have modernized the traditional CMS experience to make it easier for brokers to succeed in today's changing landscape of insurance professionals. Our agents are able to create amazing experiences for their clients by combining technology, training, support, and a foundation of technology. With decades of experience in technology and insurance, the AgentExpress platform was built. AgentExpress is the industry leader for Medicare Advantage, MAPD and PDP, Medigap and Final Expense life quoting and enrollment broker technology solutions. AgentExpress will provide a dedicated team to help you succeed. Get in-depth training on technology, sales and product development to grow your business. You can train with our team, join our weekly webinars or learn at your own speed with our industry-first microlearning platform for insurance agents.

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

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%

Hybrid distribution, whether driven by advisors or consumers, is the future of life-insurance distribution. Your business objectives are the most important criteria for choosing the best digital solution. This is exactly what the BreatheLife Platform offers with its modularity and flexibility. We offer insurers a solution that can either be used in whole or in part. The Breathe Hybrid Distribution platform gives advisors a flexible, unified selling experience. It also provides data analytics to help carriers make informed decisions. Consumers have a modern buying experience that builds trust and long-term loyalty. The most advanced eApp comes with a suite cloud-based tools that allow you to manage leads, customers, life insurance applications, and customers. This can be advisor-driven, self service, or a combination of both. Breathe Life was founded by a group energetic founders who understood the importance of life insurance and wanted to find a better way of distributing products.

Filing claims is a complex and crucial process. Because of its complexity and time-consuming nature, more than 60% of people don't file complex claims. Artivatic's dedicated claims platform allows insurance companies to facilitate digital claims journeys, self claims processing, automated risk assessment, fraud intelligence, claims payout, and self-claims processing. ALL YOUR CLAIMS NEEDS CAN BE MET IN ONE PLATFORM. End to End Claims Automation and Assessment Platform AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL ClAIMS ­ DEATH CLAIMS – FIRE CLAIMS SME CLAIMS — BUSINESS CLAIMS ­ COMMERCIALCLAIMS

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.

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.

INSURA is an insurance technology partnership for the insurance industry. We help them increase their market, give more options for their agents, and enhance their corporate image. We offer secure web and mobile-based apps that can be accessed from anywhere and anytime. Insura is a digital transformation partner for clients and provides services and solutions that are based on business and technology consulting. This allows clients to seamlessly translate their strategies into action. Batavianet is an insurance member. Based on the risk profile, analyze the customer's financial requirements. It is easy to make proposals from client gadgets, and it is available anywhere and at any time. Transmit new business instantly, integrated to the payment gateway After submission, agents will be notified by Head Office System of the status of their customer's application. Agents e-submission eq is open to feedback and comments from new businesses. Inadequate ID document, not readable birth date, etc.

EbixEnterprise, a comprehensive insurance management system, streamlines policy management through its entire lifecycle. EbixEnterprise consists of six components: Customer Relationship Management, Health Insurance Exchange, Policy Administration, Claims Administration, Data Analysis, and a Consumer Web Portal. Each component is seamlessly integrated with the other, allowing data to flow between them as required by the business. SmartOffice CRM allows organizations to manage state license information, broker information, commission rates, sales pipeline information, and agent/broker information. EbixEnterprise's Online Quoting Portal HealthConnect is the most popular health insurance exchange for buyers or sellers of health insurance and employee benefits. EbixEnterprise Administration provides all the tools necessary to manage policies, create plans, maintain plan rates information, and so on.

The LifeGuide®, Professional software is independent of any insurance sales and marketing agencies. There are no direct or indirect affiliations. The main goal is to provide the best possible service for the insurance buyer consumer. LifeGuide®, subscribers enjoy the best service and competitive advantage, which is why it's constantly improving. The entire range of life insurance products is covered by the LifeGuide Professional Software. The LifeGuide software is the only Canadian independent life insurance comparison, research, and information software that offers the same number of products, companies, and level of comprehensive research and comparative facilities, features, and tools for professionals. LifeGuide offers the following products:

Titanium is a next-generation, comprehensive, client-oriented, new business policy administration system driving digital change. It was designed for ease of use and minimizes risk. Life insurance carriers have access to a wide range of configurable products right out of the box. In just weeks, you can launch individual, group, fixed and variable, traditional and nontraditional life, health and annuity products. Titanium is an end-to-end platform that has been around for over 42 years. LIDP has a 100% success rate for conversion and implementation projects. The company is privately owned, which allows the focus to be on the customer and creating the best solutions for them. This ensures that the core solution of carriers can be used for many years to come.

It is difficult to predict the future while still keeping up with the present. You need a strategic underwriting solution that is able to adapt to the future and be competitive in the life insurance market. AURA NEXT offers more than a rules engine. It is a SaaS-based decision-management platform that is future-ready. AURA NEXT provides the fastest, most accurate decision at the point of sale through data-driven underwriting. It seamlessly integrates with other front- and back-end processes. You need a flexible, secure and responsive underwriting solution that is future-ready to meet consumer demands. AURA NEXT, which is built on Amazon Web Services (AWS), to handle variable demand, has been proven and highly scalable. It integrates easily with legacy systems, supports multiple distribution channels, and can be integrated with legacy systems.

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.

It was designed to allow you maximum control over setting up new products and services, manage the system without IT help, and define business processes and procedures in real-time. Our enterprise-wide software solutions for insurance offer highly customized CRM functionality and off-the-shelf addons for Insurance & Brokerage. All processes are automated with workflows to ensure staff follow business procedures. All data and activities can be tracked and accessed from one source, making them easy to analyze. It is essential to keep track of each client and sales record as you work to convert leads into clients. It is important to capture and maintain client policy details, e.g. Agents can capture and maintain client policy details such as effective date, renewal rate and premium. This allows them to efficiently service clients and keep top of sales.

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.

Market Quest is a powerful yet easy-to-use database marketing and customer management program. It can help you increase sales and give you an edge over your competitors. Market Quest can send Ecards, newsletters and videos. You have the option to customize it further. Market Quest integrates with your website to capture all entry forms and assign them to a sales professional. You can also retain that lead and help to generate future referrals.

DXC Assure is an integrated software solution that helps insurance companies worldwide support digitally-savvy consumers and manage the dual agendas of building the new and tackling legacy. A digital platform for insurance can help accelerate the use of new technology and data sources to support new products. It allows for rapid response to future changes and allows for transformation.

Insurance Agency Management System. This comprehensive HIPAA-compliant software is for independent agents and agents. It was specifically designed to solve the problems you and your team face every single day. Access to industry-specific technology at your fingertips. Manage Your Insurance Agency from Anywhere, Anytime Apizeal allows you to manage your business from anywhere. It is a cloud-based platform that allows agents and independent agencies to grow and develop their business using a specific industry-specific platform. The system integrates client management, policies, commissions processing, EContracting, lead generation tools, and marketing automation. All the information you need in one place. Apizeal is the right choice Apizeal is the right solution to make you the leader in your market. Each solution was designed to meet the needs of insurance agents and agencies. Administration of agencies. Ensure that your agency is HIPAA-compliant. Apizeal automates your workflow, saving you time, money, as well as resources.

SIbro software for insurance brokers helps you organize and track each stage of a policy, from prospect management and renewal follow-ups to preparing RFQs, comparing quotes, collecting payments, delivering the policies to clients in order, endorsements and more. Sibro's insurance claim management module automates and simplifies your in-house claims process. Sibro provides the necessary documents for a claim. It can retrieve real-time claim updates via TPA Integration. They can help you in ways that you never imagined. Sibro's accounting module corrects errors and ensures that insurance brokers receive their due receivables. It allows you to track each receivable invoice, and their reconciliation. It also reveals cases where we have missed receiving brokerage. Sibro simplifies your IRDAI Compliance process.

Plexus empowers Life and Pension providers with technology to transform, from powerful SaaS functionality and impactful customer communications. It is crucial that you adapt to technological changes and exceed customers' expectations in this age of technological revolution. Plexus, the premier platform for the Life and Pension industries, is a Keylane solution that allows you to put your policy holders' experience first. Plexus combines key functionality from the Policy Administration System in a standard SaaS platform. It streamlines and improves processes and delivers impactful, customer-focused experiences for industry leaders today and tomorrow. Our SaaS core is best-practice and includes key functionality to efficiently manage policies. An API layer connects to your third-party tools easily, and customer journeys can be managed through our powerful solution.

SaaS Solution for Life and Health Underwriters. It allows them to create underwriting rules and products using a pre-configured knowledge database that covers all conditions and ailments. This allows them to make 100% decisions. Easy to deploy with published API's that can be used to support the underwriting rules. No code is required for the in the health rules or question flow construct. It can be used in any distribution and includes a preenrollment risk assessment capabilities. These knowledge bases include pre-configured rules and benefits for Life Insurance, Critical Illness and Income Disability.

This software system for agency management, marketing, and tracking is designed to help independent agents and agencies track and manage their agency more efficiently using best practices. The software is installed in administration mode. After the administrator signs into the system, they begin the setup process. This includes adding carriers' information, agents, lead sources, drip campaign letters, and carriers' information. They can also input individual and group commissions, create and upload customized letters, and set-up all client accounts for each agent. The software allows queries by carrier, lead source, type of lead, and agent. Administrators can create reports that show closing ratios such sales vs. callsbacks and dead-leads.

BrokerEdge from Damco is an end-to-end, full-fledged software for insurance brokers. It allows brokers of all insurance lines to unlock the potential of automation, connectivity, and other tools. BrokerEdge is designed to benefit customers, brokers, as well as insurance agencies. Brokers can use the centralized platform for automating and simplifying day-to-day workflows such as customer database maintenance, lead tracking and policy updating. The leading insurance broker software offers modules for automated marketing, lead management and commission tracking, as well as a mobile application and customer service portal that offer unparalleled flexibility and scalability. BrokerEdge's capabilities will not only drive your bottom line, but also eliminate bottlenecks and facilitate seamless workflows.

Technology and data science provide efficient and scalable customer acquisition solutions for the industry and other verticals. MediaAlpha offers customer acquisition solutions that reach high-value categories like property & casualty, life, health, travel, education, and other high-consideration areas. We can help you maximize every customer interaction, regardless of whether you are looking to generate demand or make the most of the shoppers who come to you. Instead of trying to acquire customers through a black box, you can get the visibility and pricing information you need to target prospects based on their value. You'll be able to use the transparency we provide to align customer acquisition costs with customer lifetime value. The volume you need for meaningful business results. You can connect with the right prospects by using precise targeting capabilities.

Policy Administration Solutions is your technology and insurance expert. Our automation solutions are designed for today's complex insurance market. They can streamline your business processes and give a competitive edge. Policy Administration Solutions was founded in 1996 and specializes in providing state-of-the art automation solutions for insurance companies, sureties, and large Managing General Agents. Our mission is to help your organization achieve its goals more efficiently, and at a lower cost. PAS is proud of its culture of honesty, integrity, and professionalism. Our unique combination of technology and business experience in insurance makes us stand out. Our team of skilled specialists works together to ensure that every automation project is executed well. Our stable, scalable solutions are built on solid foundations of Microsoft, Oracle, and IBM products.

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

Your agency providing meaningful value to policyholders is the key to strong retention. HawkSoft's Retention Alerts help you identify clients that need your attention so your staff can provide proactive service. Every interaction should be a "wow" experience. Do in 5 minutes what others agencies do in 25 minutes. Get more out of your existing clients and sales pipeline. HawkSoft's Lead Management categories help you see where your clients are in the sales funnel. Built-in cross-sell or upsell reports allow you to identify policyholders for whom you can offer additional services. To reach clients, you can use batch email, letters and text messages as well as scheduled communications. If data is difficult to access or hard to act upon, it is useless. Key indicators and vitals of agency. Monthly close ratio by producer. Policies per client. Commissions by carrier. Retention. Book of business reports. You can send batch emails from the report view because our reports are actionable.

Best CRM software for agents. BluInsurance, one of the most popular CRM softwares for agents, manages your client base and simplifies complex operations. BluInsurance allows agents to quickly select the right markets and create concise, personal submissions. BluInsurance tracks progress and keeps both the broker as well as the carrier accountable once they have been sent. BluInsurance records all online leads from your website and third-party sites. It notifies the appropriate agent to follow up. Agents can use custom online forms to collect information and create policies once contact has been made. BluInsurance's integrated email and SMS marketing campaigns make it easy to keep in touch with clients and build relationships to ensure you capture renewals.

Prise is a revolutionary Policy Administration System that is extremely flexible and configurable. It allows for easy customization and automation of Insurance products. This complete solution is available to all insurance carriers, MGAs and agents, as well as brokers. It includes software, application hosting, 24/7 help desk and marketing support. You can quickly create new products or customize existing ones, and then launch them to gain an advantage over your competitors. You can offer customized pricing and package options based on the consumer's needs. Routine Rate revisions and changes, Underwriting rule modifications, or Form changes can be made using the highly-configurable software. This will eliminate the usual delays, costs, and costs associated with programming interventions. Businesses can calculate their ROI with Prise based on the size of the implementation and break-even within one or two years.

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.