Alternatives to LTS Pro

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

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

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.

Our insurance commissions calculation software saves you time and recovers profit from missed Medicare and other insurance lines. Our insurance commission management software automates tracking missing payments and calculates all commissions, overrides and splits, overrides and bonuses. Multiple carrier reports will automatically be converted into standard formats to allow you to extract useful reports from them. Easily check discrepancies and errors and export these in report format.

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.

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.

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.

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.

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.

We offer comprehensive solutions to small and medium businesses that improve quality and productivity at a very affordable price. MIAS is specifically designed for Insurance Agents and Insurance Agencies. It is powerful, affordable, simple to use, and easy to integrate. It can handle daily tasks and accounting statements. We can import data from the current program to MIAS. You can enter quotations, endorsements, renewal notices and payments. You can also generate outstanding payments and sales reports. You can scan all documents, including Proposal Forms and Schedules, CIs, Endorsements, claims, and link them to policies. Templates are designed input screens that correspond to each type of insurance. You can search for policies by any information (e.g. Phone number, address, policy number, endorsement number, etc

Special Agent, the complete software system for managing insurance agencies, will help you save time and money as well as increase your productivity and sales volume. Special Agent's intuitive and powerful features will allow you to better serve your customers and increase your revenue without draining your bank account. Chat Now or schedule a demo with us and you'll quickly see why Special Agent is a favorite among agents. Special Agent gives you the ability to access every client, carrier and policy form in your agency. Special Agent works just like you do, and all functions are designed to speed, accuracy, and efficiency. Special Agent works closely with your carriers to ensure seamless integration, avoid duplicate entry, provide the most up-to-date information, and keep you informed.

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.

You can stop wasting time renewing renewals. Create industry-leading RFPs in minutes and easily send them to multiple carriers using BrokerageBuilder™. It is difficult to track carrier commissions. BrokerageBuilder makes it simple. You can track commissions from any carrier easily. You can easily process and validate payments received and gain greater insight into your agency’s commissions revenue. You can centralize your data and create custom workflows for your agency. Users will receive a daily checklist of tasks due and upcoming items to be completed each day. This will help ensure that nothing slips through the cracks.

Eclipse provides the robust features that independent insurance agencies require without weighing down their budget. It's the perfect tool to track data and reach sales goals. It makes it easy to find client data and deal with external accounting platforms. Eclipse allows your agency to automate many of its manual processes, giving agents more time for interacting with customers and prospects. The Eclipse Agency Management System uses a per-user pricing model. Per user pricing makes it clear how much the software will cost. Instead, agencies have a clear understanding of their investment and are in control of whether it goes up or down.

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.

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.

A comprehensive general insurance software that can be used by insurance companies to process all lines of business, including personal and commercial. All TIS modules are drawn from the same instance database and business rule repository. The application supports the entire spectrum of core insurance-related functions including client administration, underwriting, policy and endorsement generation, claims management, co-insurance/reinsurance handling, billing and collection of payments, cash receipts and disbursements, agency and commission management, production processing and management reports - all combined within a multi-company, multi-currency and multi-lingual system. Reinsurance accounting and automated subwriting systems. Insurance Products Generator and rating tool. Policy Administration. Billing and Collection. Software for managing claims. Management of agent commissions.

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.

No matter if you are an agent in a call center or insurance company, your ability to do business depends on the licenses and appointments that you issue to your agents. Systeme Software proudly presents Cratchit™ designed to give you the flexibility and efficiency you need to achieve your goals. Our software has been helping insurance professionals at all levels to keep their data under control, allowing them manage the day-today issues in the insurance industry. Our software is easy to use and does not require any special requirements. It is entirely web-based, so you don't have to download, install or update anything. Cratchit was developed by PC Designs, Inc., Wayne, PA in 1983. Your company's compliance with federal, state, and local laws is crucial. Cratchit LTX™ will ensure that you don't have to worry about your sales team and their licenses ever again. We follow these rules and keep our software up-to-date.

NowCerts, a cloud-based agency management system (AMS), is secure, intelligent, intuitive, and intuitive. It features self-serve certificates and commissions tracking. It also automates the updating of policy information from carrier database. NowCerts is hosted in a secure server environment and includes a variety of artificial intelligence features to increase Agency IQ. Other key features include ACORD Forms, task manager and invoices and receipts. Email synchronization, loss runs and endorsements are also available. Permissions and reminders are also included.

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.

InsPal is a comprehensive, integrated-yet-modular application tailored for insurance intermediaries that deals with all the needs of a modern insurance market. InsPal's design is based upon years of insurance experience and user feedback. InsPal's rich functionality is a result of its position as a leader in the provision of insurance intermediary solutions. InsPal opens up new opportunities for insurance intermediaries and revolutionizes how they work in today's insurance market. There is a significant increase in insurance needs worldwide due to the growing awareness of wealth and risk management, both in developed and developing countries. This presents a challenge for all levels of insurance service providers. Insurers, intermediaries, and individual agents are all looking for a better solution to support their customers, increase sales, and strengthen their operations.

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.

Nexben's end-to-end benefits platform simplifies the marketplace experience. It is the first ever cloud-based platform to connect the entire industry. This includes national carriers, independent agents, large and small businesses, individuals, and their families. Nexben integrates all aspects of the shopping process, including quoting and proposing, enrolling, managing, billing, and billing. This makes complex benefits much easier to access. It's time to get rid of the tedious, time-consuming and manual, error-prone, expensive paper-based processes. Nexben eliminates the pain by providing a single platform that can be used for all your needs. You can easily and seamlessly communicate with agents, carriers and employers in real-time. On the Nexben single marketplace platform, multiple carriers can be easily shopped and compared. The new marketplace allows carriers to bring their products.

INSXCloud is your marketplace for both on-exchange ACA plans and off-exchange ancillary coverage like dental, vision, and short-term options. Since the Federal Marketplace opened in 2014, INSXCloud has helped agents, agencies, as well as issuers, with the quoting process and enrollment for individuals and families who have chosen Affordable Care Act and ancillary coverage. Since 2014, INSXCloud has helped over 2 million people enroll in ancillary and on-exchange coverages. e-Commerce on terms: The EDE version INSXCloud was designed to allow for direct-to-consumer and agent-led enrollments. You control the marketing to your clients when you work with us. We don't manage it. Our site offers time-saving features such as the upgraded provider lookup which tells you which doctors accept certain plans and a Pay Now’3 feature for many carriers that allows you to set up clients’ payments.

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.

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.

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.

Agents Ally is an insurance agent-specific productivity tool. Agents Ally is a powerful productivity tool that combines industry-leading capabilities such as SMPs, integrated calling sessions, and List Imports. This tool adds incredible new features and increases automation to optimize your sales and marketing efforts. The key metric dashboard provides quick links to actionable information and allows you to see the most important information at a glance. Rankings and weights assign scoring to scheduled tasks, ensuring that the best opportunity is always available for action. Streamline the execution of calls and campaigns, allowing for more time for deeper conversations and relationship-building. Create personalized, responsive and real-time marketing experiences that adapt to the needs and preferences of each customer. Even when you are not at work, you can stay connected and productive. Sequential Marketing Programs deliver targeted, multi-channel messages in specific order over a designated period.

AgencyZoom's sales platform makes it easy for you to put your producers on a rocket ship. To keep your customers coming back to you insurance agency, stand out from the rest. A dashboard that displays who is reaching goals and who is holding you back. It's as easy as clicking and dragging! Smart automation to increase your insurance sales. Automate the customer journey, from prospecting to renewals and beyond. Know exactly what your insurance producers and you need to do today, this month and next year. You'll see your agency's Google Reviews grow month by month.

Independent Agencies and Brokers now have access to this program, which offers powerful and efficient features and solutions at an affordable price. This program was originally designed for our agency. We couldn't find anything that met our needs and was affordable at the time. With the help of a trusted IT friend, we set out to create the management system we wanted. We haven't stopped using it since. Our needs changed as the agency grew. We went from one desktop user to a networked platform, which allowed everyone to work faster and more efficiently. We added new lines, carriers, and products that required more prospecting capabilities, detailed reporting, and other products. The list kept growing! Easy mail merging, daily or weekly suspense reporting; prospecting by XDates or carrier; automatic renewal notifications; sub-producer reports.

Your core business's foundational agency management system. Vertafore's best platform, AMS360, is an agency management software that allows independent agencies to grow and improve their profitability. Solutions that meet your needs will reduce time spent on accounting and finance. You can reduce the time spent on accounting and finance by setting up automatic alerts to keep you informed about rate increases and renewals. TransactNOW allows you to integrate the agency-carrier workflow and allow you to spend more time with your customers. You can access your Vertafore products with one sign-on.

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.

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.

Automate your insurance marketing and lead management to maximize the power of automation. Top producers don’t have more time than you do, they just have a better way of using them. Insureio offers a systematized, automated selling approach that results in more sales, less paperwork and happier clients. Track leads, events and tasks. Forecasting for sales and productivity is possible with opportunities posted to your dashboard. Pre-built reports are also available for instant analytics. Minimize non-revenue-generating activities. Drop-ticket app fulfillment provides proactive case management, approval automation and e-Policy delivery. Automate marketing, lead generation and sales functions. With a single click, you can implement lead nurture campaigns and status driven follow-ups. Our easy-to-use app allows you to quote over 40 major carriers for term, permanent, LTC, disability, annuities, and more.

Automated Group Benefits (AGB) is a business automation software designed specifically for General Agencies and the Employee Benefits Industry. AGB allows GA's integrate state-of-the art software seamlessly to improve productivity and efficiency. Fully turn-key automated group benefits can be offered. Our dedicated support staff provides all support so that you can concentrate on your business. AGB has an integrated tasking system that links tasks and notes to each record. This makes it easy to complete renewals, deadlines, and other tasks. AGB provides reporting tools that allow you to manage clients and related books of business, including payment history, plan information and summary of benefits. AGB can track commissions and account information. It can also split commissions, calculate checks, send electronic payment and manage payment history.

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.

MGAs, MGUs, and wholesale brokers need to be able to cover the hard-to-write risk segments. AIM is a centralized system for managing general agents and managing general underwriters. It streamlines your underwriting, accounting and claims operations, making it easier to run a profitable and efficient insurance business. AIM provides an intuitive solution for unique transactions and processes, functionality that eliminates duplicate information entry, real-time reports capabilities and integrations with industry partners. With the ability to clear and bind, invoice, and clear from one system, AIM is more efficient and profitable. Verify that your invoicing, taxes, fees, and commissions are correct. You can simplify operations by being able to track, track, and pay claims, while also monitoring for fraud.

TechCanary is a leading technology company that provides cutting-edge software solutions to brokerages, insurance agencies, agents, and other businesses. TechCanary's core product is the Canary AMS. This cloud-based, analytics-driven agency management system (AMS), maximizes agent productivity while improving customer service. This insurance solution is 100% built in Salesforce and helps agencies and brokerages manage their policies and fulfill all their service and sales needs.

Premium Finance Software does more than just billing and quoting. It is an enterprise loans management software that provides cash management, receivables monitoring, income monitoring, client servicing and compliance, as well as financial reporting. An enterprise-grade solution that is specifically designed to manage the workflow and situations associated with healthcare payment plans will give you peace of mind. Our platform was specifically designed for Realtor Commission and Commission Advances. It focuses on reducing overhead while maintaining a strong relationship with your clients. One platform that connects service providers, carriers, clients, and dealers. We offer customized payment plans, service the contract, and keep you in control of your business. Third Eye Solutions is a leader in the industry due to its industry knowledge, state of the art technology platforms, and ability guarantee rapid speed to market. Our commitment to our customers is unmatched!

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.

AgentCubed, a cloud-based software that simplifies the complicated, was founded on the principle of simplifying the overwhelm. It is popular among organizations who need a simple but robust solution to the most important questions in the insurance industry. The company's customized solution combines a three-in-1 solution that combines Lead Management & Distribution with Agency & Policy Management and Customer Relationship Management. This reduces the need to integrate third-party software that does not communicate or automate properly, thereby allowing agents to take customers from A to Z. AgentCubed is an easy-to-use online dashboard that allows agents to manage leads by opportunity status, date or disposition. The built-in calculator makes it easy for both prospect and agent to complete the quotation process. Maximizing efficiency in your business and increasing client retention, compliance, and agent productivity.

We are a leader in the provision of software solutions for insurance agency management. Our goal is to provide innovative applications and services that improve our clients' businesses and give them an edge over their competitors. What does this mean for you and your business? This means that your business will experience higher customer satisfaction, increased profits, and lower operating expenses. Our product is an insurance CRM software for agents and insurance agencies that is cost-effective and comprehensive. It was specifically designed to meet the needs of modern insurance agencies. Our insurance agency management software, "Aspire", is the result of collaboration between experts in both software development and insurance. Our clients receive innovative, first-to market insurance agent software features that are unique to us. Our insurance agency management software is designed to be simple and cutting-edge for insurance agencies.

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.

Agency Impact is a new, reliable, and powerful solution that was created by retired insurance agents for agents. It works with any device, including your smartphone, tablet, computer, laptop, or tablet. We are proud to offer the most cost-effective web-based program for managing your insurance agency. We offer the most cost-effective web-based insurance agency management program for small, medium and large agencies. Agency Impact works exactly the same way as you do. Agency Impact delivers excellence and unparalleled flexibility. Agency Impact makes it possible to access critical files, view customer information, and make the right decisions from anywhere.

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.

All-in-one website marketing platform for insurance agents. Your brand new, beautifully designed insurance website online in just minutes. Beautiful websites that sell insurance. AgentMethods Insurance email campaigns can be used to generate new insurance leads, increase referrals or cross-sell products with your existing customers. Our platform makes it easy for agents to create insurance email campaigns. You can choose from a variety of carefully-crafted campaigns that are ready to go with images or copy. Then schedule your email delivery.

Each EZLynx product can be integrated with our agency management system and comparative rater to create a single platform. You can either bundle products to increase efficiency, or you can purchase them individually. EZLynx is an innovative insurance software that streamlines the workflow of your agency. You can combine products to increase productivity and purchase products individually to suit your business's needs. Each product can be integrated with our agency management system and comparative rater to give you a single platform to manage all aspects of your customers' lives. EZLynx offers a variety of services, including real-time home and car insurance quoting through your agency website. Email marketing is also available. Agents can maximize client acquisition and client service throughout the entire client life cycle with the cloud-based system. All of your customers' documents, policies, and quotes can be found in one place.

CRM for insurance agencies. Never lose a lead or client again due to misplaced information or a hard drive crash, corrupted spreadsheet, or a tipped-over file cabinet. Radius makes it easy to organize and manage all your leads and clients. Radius is an all-in-one solution for your Agency. Radius is the best email marketing software for your Agency. Radius can send autoresponders, drip marketing, mass emails, and SMS/Text messages. Each Radius Lead and Client has their own history, tasks, reminders, notes, information, file storage, and information. Radius Dropbox also helps you stay organized by automatically importing your emails. Integrate Radius into your business. You can define custom form fields, lead temperatures, client status, and many other things. Integrate Radius with your website or third-party app, such as a quote engine, lead vendor, or third-party app.

Veruna leverages the Salesforce platform to bring insurance what other industries have used for years. Your agency now has a system that you can customize to sell more, increase efficiency, and better serve customers. Veruna is a revolutionary insurance management system that will help you free yourself from the binds that have held you back for so many years. Veruna puts the agency first by allowing agencies to customize their software to fit their business processes. This includes building customer workflows and automating back-end processes. It also allows them to interact seamlessly with tools, customer-direct websites, and portals. Independent agents who are forward-thinking and willing to change the status quo of dominant providers must step up. Veruna allows agencies to easily set up their systems to prioritize the most important things to their business, such as helping customers, growing their business, and finding unique solutions.