Alternatives to NextAgency for Health & Life Insurance

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.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

InsureCRM harnesses the power and automation to enable insurance carriers, brokers, and agencies to increase sales and customer acquisition. It allows insurers to manage administration, organize customer information, automate underwriting processes and resolve claims quickly. The agile solution features next-generation functionalities that enable insurers to collaborate in real time and find more cross-selling and up-selling opportunities.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

EvolveNXT's platform allows you to create a suite to streamline your sales performance as well as the day-to-day management and administration of complex business processes. We have spent more than a decade working with top insurance carriers and creating a solution that addresses the complex needs of highly regulated and competitive markets. Our compliance-based solution will allow you to improve your organization's sales channel efficiency and achieve sustainable enrollment growth. Medicare brokers are paid the most complicated and highly regulated commissions. EvolveNXT can help you manage and automate Medicare compensation, while maintaining CMS compliance. Our software for managing commissions for insurance carriers improves operational efficiency and enables teams to achieve optimal sales performance.

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.

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

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.

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.

The only system that is dedicated to the insurance industry and is enterprise-grade. He has over 30 years of insurance and technology experience. His personal mission is to inspire, motivate and support his clients' growth with innovative technology and exceptional service. We have spent 18 years studying commission processes and working directly with CEOs, COOs and commission teams of insurance agencies. Over the years, we have seen that growth-oriented agencies like yours get caught up in the pitfalls of the commission process. These traps can cause a bottleneck, slow down or restrict your growth, and prevent you from pursuing profitable opportunities. He founded a company called SPI Software Solutions in 2000. It later renamed as GreenWave. They provide software and consulting to banks, financial, insurance, manufacturing and law enforcement agencies.

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%

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

SOLIFE, a comprehensive policy management system developed by VERMEG for life and health insurers, is a comprehensive system that combines accounting integration with distribution and fees management. It allows for end-to-end administration of new business processes, insurance policies, and claim. It includes features such as cash management, events management, accounting integrations, distribution and fee management, reinsurance and tax and legal compliance. SOLIFE, designed with over 20 years' experience in the industry, offers a client-oriented solution, constant updates to meet regulatory requirements like MiFID and PRIIPs, a robust platform that supports digital processing via APIs and responsive design, and a client centric approach. The high level of automation reduces administrative costs while a flexible workbench for product design accelerates time to market. The system supports multiple distribution models to meet diverse business needs.

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.

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.

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.

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.

Our combination of our keen eye for potential affinity products with unparalleled digital experience and go-to-market execution allows insurers to reach new markets quickly. CareVoiceOS, the first healthcare operating system designed for insurers, transforms member experience and positively influences member behavior. We offer insurers a plug and play ecosystem that creates tailored digital journeys for their members. We enable insurers to play a vital role in the lives of their members. We help insurers reduce costs, increase member satisfaction, drive sales growth, and increase the renewal rate. We can help you develop innovative products for health insurance that target specific market segments. This will allow you to reach, educate and convert customers you have never before reached. Prototype validation and extensive targeted market research.

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.

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.

Healthcare.gov has made it easier for HealthSherpa to enroll in Affordable Care Act plans. We work with employers, insurers, agents, nonprofits, and consumers to help them enroll as many people as they can in these comprehensive, subsidy-eligible health plans. We power insurance companies' websites so they can enroll people in Affordable Care Act plans. We offer superior enrollment technology, a CRM and communication tools for insurance agents so they can enroll more clients in plans that are right for them, faster. We have over 40,000 agents using our platform. We offer decision support tools for consumers to help them choose the right plan for their healthcare needs. HealthSherpa has more than 5,000,000 consumers enrolled in coverage. We offer all the same plans, prices and benefits as HealthCare.gov.

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.

To chart the path to the future, harness the power of technology and data. Frameworks that are efficient, secure, compliant, scalable, and that cover all aspects of your institution's operations and services. Use cutting-edge digital technologies to improve customer engagement and operational efficiency. You can get to market faster and make more money by leveraging cutting-edge technology and domain expertise. Our frameworks and solutions are lightweight and easy to use. They integrate seamlessly into your existing processes, reduce errors through automation, and increase performance. Agile DNA. Expertise in cutting-edge technologies that will accelerate your digital transformation efforts. When a company places innovation and digital transformation at the forefront of its business strategy, good things happen. High-tech technology, business and digital transformation frameworks, as well as deep domain expertise in HealthTech and InsurTech.

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.

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.

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.

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.

All-in-one insurance enrollment, quoting, and lead management system for insurance professionals. Quotit can transform the customer experience by providing solutions that are convenient, personalized, and automated, no matter if your primary business is via traditional face-to–face, telephone, or E-commerce sales. To delight your clients, invest in health insurance software. We have the right solution for you, whether you need a turnkey solution or access consolidated data and functionality. Access to hundreds of health plan data from across the country is part of our out-of the-box solutions and stand-alone cloud APIs. This will be the backbone of any operation.

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.

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.

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.

QQCatalyst provides tools for managing your agency's operational, marketing, sales, and pipeline management. It allows agencies to build customer relationships and manage their business effectively, so they can concentrate on growing their business. You can identify new business, expand your existing accounts, and manage prospect sales cycles strategically. Built-in tools to create campaigns that better serve your existing customers, cross-sell or acquire new customers. You can track the activity of your employees within the system. This allows you to identify leaders and gain insight into how to improve productivity.

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.

AgencySmart is cloud-based. This means that you can access your client information from anywhere you are with any internet-connected device. Answer client questions, make calls based upon when they are due for renewal, and track their activities. Tracks and alerts about prospect and client policy renewals. Tracks service issues and alerts when they need immediate attention. Tracks changes, terminations, and enrollments. Tracks dependents turning 26 and aging out. Tracks dependents and employees turning 65 (Medicare eligible). Alerts you and tracks your to-dos. Audit tracking is complete so you can see who is working on which task. This helps you cross-sell and ensures compliance. Send reminders to prospects and clients about renewals and other important information. Important information about plan changes. Send cards and notes to celebrate holidays, birthdays, and other important events. This page lists all cross-sale opportunities.

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

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!

AdInsure insurance platform ensures insurance businesses keep up with industry changes. It connects and supports all insurance teams, helping them work smarter, launch faster, and provide modern CX. Built around best practices, AdInsure acts as a foundation of award-winning solutions: AdInsure for Non-life, Life, and Commercial insurers, and AdInsure for Brokers. AdInsure combines comprehensive features in a single, unified platform and connects insurers with emerging technologies, service providers, and partners.