Alternatives to OneHQ

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

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

Your advisors and policyholders will receive instantaneous, in-depth advice and assistance in choosing the right coverage. Make the most of modern data. Remote work with intelligent applications Streamline customer service and distribution for exceptional customer experiences. Your organization will benefit from new skills and expertise across all business lines. You can run on our secure cloud or on-premise. Enterprise-level data anonymization, traceability, and regulation compliance (IDD and GDPR) are all available. Quick integrations with our partners Salesforce and Microsoft 365 allow you to connect seamlessly to your existing ecosystem. You can deploy and monitor critical AI-driven production processes, including claim handling and cover subscriptions, without worrying about fraud detection.

Insly offers a complete suite of software solutions that are extensible and can be combined with your custom modules to simplify and automate all the tasks required to run a successful business. All the pieces you need: workflows, rating engine and document template editor. Also, an endorsement library and capacity management. The broker channel support is available right out of the box. APIs make it easy to create the best Direct-to-Consumer experience. Automate cookie cutter cases to automate new sales, mid-term policy modifications and automated renewals. All premium accounting taken care. All the management reports and bordereaux in one click. Create your own reports. To help your underwriters make better decision, pull in third-party data. Integrate with the rest your tech stack, modern or legacy.

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.

One Inc is a single platform that allows insurance companies to process claims payments and premiums. It's the only solution that you need to provide a seamless payment experience. ClaimsPay® allows you to pay claims digitally and close claims faster. Digital claims payments can be delivered through preferred payment channels and methods to increase customer retention, reduce operating costs, and reduce compliance risk. You can give policyholders the digital payment options that they need without having to change your core systems or processes. Securely capture payment information without it being stored on your network. Reporting and reconciliation are quick, simple, and painless. You can put money back in your pocket by electronically processing outbound and inbound payments. No more long-winded paper checks or manual reconciliation and reporting.

Our sole focus is on your challenges: driving KPIs in health plans, acquiring and keeping members, running efficient operations and managing better benefits utilization. We also aim to positively impact health outcomes. Zipari is the only technology platform that can simultaneously address all of these CX issues for your entire business. You can increase adoption, activate and reactivate digital engagement, and create personalized experiences with members, brokers, providers, employers, and other stakeholders. Educate consumers about the benefits and increase participation in wellness programs. Automate next-best-action recommendations based on real-time data and pre-built goals. Pre-built workflows simplify administrative tasks and reduce call-center volume for all consumers. Integrate seamlessly into your existing infrastructure and technology.

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.

AdvantageGo delivers innovative commercial insurance and reinsurance management solutions that offer insurers the IT agility they need to create an intelligent digital strategy in partnership with a leading IT provider. With over 25 years’ experience, we harness the power of proven, functionally-rich core solutions and augments it with the energy and culture of being an InsurTech leader. AdvantageGo enables insurers and reinsurers worldwide to fuse the traditional with digital, helping them rapidly adapt, drive change, and succeed with agile software and Microservices. Enhance your digital landscape and open up the possibility of true risk mitigation with our pioneering technologies.

Differentiate yourself to attract and retain talent! Keep an eye on your compliance and stay on top of it! Your operational costs can be reduced significantly by ensuring compliance! Get leads, reward them, and scale up! Protect your business, reward clients and increase sales.

Agentero is a tool that allows independent insurance agents to increase their revenue, save time and provide a superior customer experience. Agentero integrates with your existing technology to modernize and position you for success. It's a single solution that puts you in charge. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded application. We work with independent agencies to innovate, creating new solutions and making sure your technology is in top shape. Predictive pipeline transforms existing data into actionable insights. A data-fueled pipeline will automatically surface cross-sells, upsells and other opportunities at the right times so you can make the most of your time. Smart workflows allow you to work more efficiently. You have a powerful layer for client interaction tools that streamline communication, automate mundane tasks, reduce busy work, and more.

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.

Sircon can help you save money, reduce compliance risks, and accelerate time to revenue by obtaining and keeping advisors / agents authorized to sell. Compliance is an important part of insurance. Sircon connects all compliance stakeholders so that everyone knows who can sell.

HomeZada, an online platform and app that allows homeowners to manage their biggest asset and largest expense, their home, is what HomeZada does. It provides a cloud-based, secure solution that allows homeowners to track their home inventory, manage home projects, and understand total homeownership costs. It is also an option that helps homeowners service businesses in areas like insurance, mortgage, real-estate, and home building to retain and engage existing customers and attract new customers.

Employers should spend less time managing the benefits of their group and more time focusing on their core business, which is people. Small groups can be sold, quoted, and maintained without the need for multiple platforms and paper. FormFire makes it easier to manage group benefits for small groups. FormFire's platform simplifies the process of collecting employee data. It also allows brokers to retain and gain more clients. You can instantly quote all available plans, regardless of whether they are ACA or medically underwritten. Employers can make the best decisions about the plans they offer on a digital marketplace, from major medical to pet insurance, with the guidance of a trusted broker. Employees can choose plans online and compare prices and options in real time.

To build a successful insurance agency, you must be in business. It is difficult to serve and retain customers efficiently while acquiring new clients. Let us show how to increase your agency's revenue, renewals, profit, and profits. We won't succeed if you don't achieve your goals. Because we care about your business, that's the way it should be. Each agency is unique. Our training staff goes above and beyond the basics to maximize the benefits of Agency Advantage in your workflows. Although we don't make printers, phones, or laptops, we do have to deal with them. All technical questions regarding Agency Advantage can be answered by our friendly support team.

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!

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.

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.

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.

A platform that uses AI to predict and place small businesses, COIs on-demand, an online application that is truly end-to-end, and more, will help you grow your business book. Layr empowers agents and brokers to provide small businesses the insurance coverage they require. Layr's technology allows companies to obtain liability insurance protection online and to pay monthly with a creditcard. We give detailed explanations of the questions and how they may affect insurance premiums. Smart Quote allows you to start a proposal right away and finish it later. Smart Quote's application is simple to use and understand because we have redesigned the standardized questions. We created our own rating algorithm to make it easier for you to compare quotes with traditional insurance brokers.

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

It is the foundational insurance product that allows for the management of all insurance company processes. It offers a full-service and web-based smart interpretation technology, which can be applied to the entire end-to-end solution for insurance. This allows the management of all aspects of insurance business, including policy management, claims management. Collection management, accounting management. Stakeholder management. Workflow management system. It is the base insurance product that can be contacted via all other sales channels, including mobile. End-to-end is used to guide the strategies of insurance companies and make rapid strategic changes. It also ensures the smooth implementation of change. End-to-end insurance allows for personalized new products to be created quickly without the need of software development. Change management can also be done with the same flexibility.

BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; no hardware or servers to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your carrier partners. BindHQ’s open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments and premium finance companies, or compliance tools making frictionless transacting a reality.

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.

Software for insurance brokers, carriers, HR departments, to make managing a business easier. Employee Navigator partners with the nation's top insurance brokers and carriers to offer companies of all sizes modern benefits and HR software. Join the nation's fastest-growing benefits and HR platform and discover what over 1,000 brokers have discovered. Employee Navigator's Type II SOC2 (Service Organization Controls), certification demonstrates our commitment towards security, integrity and privacy.

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.

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

InsurIQ offers technology solutions and services to the insurance industry. We offer a range of specialized products and resources. Our flagship product is flexible, secure, and scalable to all areas of your company, including A&H. InsurIQ's ACM enables agents to self enroll and automate workflows for those who are responsible for agent compliance. InsurIQ DISE is a consumer-facing solution for sales enrollment, with full web and mobile accessibility. WorkflowIQ's powerful yet simple automation features will help you to enhance your organization's capabilities. Insurance processes are often complex and involve a number of factors that influence the decision. Automating them requires sophisticated algorithms capable of handling a variety of scenarios. The insurance industry has a high level of regulation. Any automated system must adhere to existing regulations. These regulations can change as laws and guidelines are updated.

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.

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.

Your agency's management system is the foundation of your agency. You need it to be able to manage all aspects of your business and allow you to grow with it. Applied Epic®, the most widely used management platform in the world, is it? It allows you to maintain a clear picture across your agency's roles, locations, and business lines. This includes both P&C as well as benefits. Our Applied Epic software can be accessed via browser so that your team can quickly access data and minimize software management. Your agency can be built on a system that automates back-office operations, keeps your front-office sales team connected, and integrates seamlessly with customer service and insurance connectivity technologies. Give employees a simple, intuitive user experience. They can view account and policy information, request a quote, make a claim, and remarket their renewal. It takes only a few clicks

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.

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

InsurLink offers clients 24/7 self-service digital access to the most important information. The end result? The end result? Higher client satisfaction, less E&O risk, more time to advise clients, and more money to grow your business. InsurLink helped Amaden Gay Agencies dramatically reduce the time it took to respond to simple inquiries, increase security with document sharing practices, improve the agency-client relationship, and offer self-service capabilities. Your clients expect you to respond quickly and wherever it is convenient for them. Modern, intuitive client digital experiences are key to providing clients with the 24/7, mobile, secure service they need. This will increase your profitability and client retention. Digital technology can transform your business to meet customer needs and satisfy them quickly.

Majesco Digital1st®, Platform is a low-code/no code digital insurance platform that offers robust digital experience tools, microservices and accelerators. It also has rich insurance content and connects with a robust plug-and-play ecosystem with partner solutions and data sources to allow for innovation and experimentation to address changing customer needs. Digital1st®, Engagement offers a range of apps and accelerators to help customers create personalized experiences. Majesco consultants and delivery specialists can help your company make the most out of digital technology. Continuous innovation and agility allow you to quickly test and learn. You can use pre-built insurance capabilities to launch or scale your business. New channels can be opened to customers and agents. Easy-to use, easy-to learn SaaS tools. No credit card required. 30 day risk-free trial

With automated workflows that are triggered based on policy expiration dates, you can process client renewals in fraction of the time it takes staff to do manually. With broker-tested emails and automated workflows that maximize each interaction, you can connect with prospects and policyholders at all stages of the insurance lifecycle. You can boost your online reviews and convert dissatisfied customers with the well-respected Net Promoter®, survey tool. It helps you gauge and improve the customer experience. You can reduce your call volume and improve customer experience by giving policyholders 24/7 online access to their policy documents, proofs of insurance, billing, etc. You can see how Pathway makes it easier to attract clients and keep them satisfied for your CSRs and brokers. Learn how automated marketing solutions can transform the way agents and brokers do business.

Smart Automation improves customer service efficiency. Customers and users will have a better experience if there is less manual intervention. Annual system costs should not be based on your business' success. Based on the services you provide, we rationalize annual costs. Manage the entire policy lifecycle, including rate, validated, quote, bind, and policy changes. Double-entry accounting system for managing all claims-related financial transactions. Auto-Verify Policy coverage real-time Manage expenses, loss payments, and reserves at the claims feature level. Policyholders have the ability to verify coverage, print policy documents, review claim status, review accounts, and make payments. The application has many pre-built interfaces: Payment Gateway, Repl cost Valuation and Ins Credit Scores. MVR, eSign are just a few of the options. An app for mobile that allows field adjusters to be mobile. Instantly receive assessments and photos into the claims 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.

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.

FirstGen is NTT DATA's solution to the challenges facing P&C insurance companies. FirstGen is a web-based policy administration platform that covers all aspects of insurance operations, from the point of sale to the general ledger. FirstGen supports all types of P&C insurance to meet the needs of the insurance industry. FirstGen makes full use rules engines, tables, and parameters for product configurations including rating and authorization levels. Externalization of business rules allows for changes to be made quickly without any coding changes. FirstGen is flexible, scalable, and easy to deploy. FirstGen also supports multi-currency transactions and multi-lingual capabilities.

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.

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.

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.

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.

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

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.

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.

The simplest way to collect insurance payments Accept online payments by credit card or ACH. You can speed up receivables and bind policies quicker, while offering a great experience for your clients. ePayPolicy was created by insurance professionals for the insurance industry. It is the easiest way for premium finance companies, brokers, MGAs and insurance agents to collect credit card or ACH payments. You can easily collect credit card and/or ACH payments from insureds by creating your own payment page and unique URL. After integrating your management software, you can collect and send funds to the insurance industry. You can also use additional features. You can easily collect digital payments from insureds, and then pass them on to your broker or MGA partners. ePayPolicy's mission is to eliminate paper checks. Our simple, insurance-centric solution allows you to collect digital payments and transfer funds across the industry.