Alternatives to OneLink

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.

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.

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.

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.

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.

GIMS is Tritech's attempt to be strategically positioned within the insurance industry. It currently includes the functionality of the complete software for insurance processing. It allows for the administration and establishment of property and casualty portfolios. It works with modern technology such as Windows,.NET and Oracle. GIMS is a modular client-based system supporting all lines of business and designed to support multiple companies, branches, provinces/states/parishes, and languages. The System Support Center (SSC) allows users to customize GIMS' flexible and open infrastructure. It allows clients to define and control the automation of all business processes. This is in accordance with their market requirements and strategic market direction. All types of reinsurance tracking, including facultative, excess, and catastrophe.

ESKA®, Insures is a complete suite of modular software systems that are designed to meet all business requirements in the insurance industry. Insurance companies can invest in one or more products or the entire suite. Companies must be more competitive than ever to stay on top of the latest trends and technologies due to the increasing competition in global markets. Comprehensive software solutions are no longer a luxury but a necessity for every company. The insurance industry is one the most important industries in the world. This sector is worth considering due to its growing demand and greater opportunities. As political and economic instability increases, people are more concerned about security and accountability. Insurance companies are under increasing pressure to improve their game.

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.

A cloud-based platform for insurance that offers competitive differentiation at speed, the right cost and scale. All insurers can use the Business Platform, whether they are greenfields or start-ups or established insurers and reinsurers to take advantage of the rapidly expanding opportunities for growth and innovation. Insurance companies recognize that the insurance industry changes rapidly and need to adapt to remain competitive and grow. As we witness the shift from Insurance 1.0 towards Digital Insurance 2.0, it is becoming increasingly important to align technology and business strategies. Insurers must keep up with the changing landscape. Not only is it the competition, but also their suppliers, partners, and distribution network. Their top priority is to meet the ever-increasing needs of their greatest asset, the client.

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.

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.

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.

EbixASP is an online agency management system that was built from the ground up to fully take advantage of the internet. An agency no longer needs to worry about updating agency management software or if a backup is valid. Microsoft Internet Explorer 11.0 is all that is required. Access to your data is now available anywhere, anytime, and anyplace. Your EbixASP system can be extended to your cell phone, so your agency can keep you updated with important messages while your doing what you love - selling insurance! EBIX, an international leader in On-Demand software, E-commerce services for the insurance industry, Ebix, Inc. (NASDAQ: EBIX), provides end-to-end solutions, including carrier systems, agency systems, risk compliance solutions, and custom software development for all entities involved with the insurance industry.

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.

The only integrated solution in the industry that will transform your renewal and quoting processes. To unlock your agency's full potential, simplify complex and time-consuming processes. Any insurance brokerage must have the ability to configure, price and quote. These functions are often dependent on inefficient, outdated and manual workflows. They can be error-prone and provide poor customer service. Zywave CPQ – Benefits is the market leader in innovative solutions that automate mission-critical steps of a benefits buyer's journey. Data-driven, you can configure multiple benefit options that provide strategic insights for your clients. You can streamline the quoting process by having direct access to carrier pricing. This is supported by the ability to present professional, custom-branded proposal. Simply put, Zywave CPQ – Benefits will allow you to sell and serve better than ever - ultimately driving growth.

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.

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

Insurance Systems Inc. (ISI), was founded by Terry Neilson in 1997. He recognized the need for modern IT solutions that would change how insurers interact with their insureds. ISI was founded on this premise to develop and implement custom software solutions. As the insurance industry changed, so did our technology requirements. In order to be competitive, insurers needed advanced graphical user interfaces (GUI), which allow them to create new products and make business changes via configuration, not through software development. We introduced ISI Enterprise in 2010, a complete end-to-end solution that is flexible and configurable for all P&C insurance companies. Our team of architects, business analysts, and quality assurance analysts has continued to develop and implement new features to the advanced architecture to keep up with the changing marketplace.

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.

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.

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.

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.

Mobile apps that are private-labeled and allow your customers to shop, schedule services, accept payments, and more all from their mobile devices. Easy online shopping solutions that integrate seamlessly with your software system. Self-service kiosks and cashiering stations that accept all types of payments. We have a long history in insurance and offer many services to help you sell and serve online. In easy-to-understand dashboards, you can see your sales and marketing results in real time. Our call center technology offers a reliable payment option and service option via phone. QuotePro offers web, mobile, and kiosk solutions that allow you to quote, sell, and accept payments securely and accurately online and in-store. Our analytics dashboard allows your team to accurately measure and identify growth opportunities.

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

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.

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.

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.

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.

TBW Integrated Management System (The Broker's Workstation), is a fully integrated SEMCI for insurance brokers in Canada. The Broker's Workstation is a fully-integrated suite of automation tools that support the operations and brokerage of property and casualty insurers. TBW, built with CSSI's real-time, industry-leading technology, is continually enhanced to help brokers remain competitive and better service their customers. TBW integrates IntelliQuote rating and underwriting into one system to maximize broker efficiency. IntelliQuote combines rating, quoting and underwriting for Home/Tenant/Condos, Personal Autos, Commercial Autos and Agro. Upload and rating in real-time. CSIO application generation and pink cards with direct upload to company capabilities. Manuals for 1,800 Insurance Companies/Regions/Lines are supported. API and direct company ratings are available.

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.

Athenium Analytics helps insurance companies find new growth opportunities, efficiency, and continuous improvement. Our insurtech software is industry-leading and helps carriers improve quality, performance, and write smarter business. We use predictive analytics and other insights to help them. To manage and identify risk, you can leverage AI-enabled imagery analytics and predictive models. IRIS can quickly identify and manage property characteristics using AI-based computer vision, geospatial imagery, and other AI-based computing. Our other risk solutions enable your claims and underwriting teams to better manage risk.

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!

EZ-Audit, a premium audit software, is used by thousands of auditors at the largest insurance companies in the world. EZ-Audit is also used by some of the smallest fee businesses. The program can be customized to meet the needs of any company. EZ-Audit is a great tool for new auditors as it provides all the screens required to capture audit data in linear fashion. It is powerful enough to handle large multi-entity, multistate, multilocation, multi-auditor audits. It also allows instant access any audit data. InsuraTek, LLC, is a leader in the provision of insurance industry software. To maintain compatibility with customers, we use the most recent technology from Microsoft, including Visual Studio 2019. Since 1984, when we created the first portable premium audit application, we have been creating exceptional software for the insurance sector.

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.

Brokercore is a unique tool that improves the experience of commercial brokers, MGAs and policyholders. You can get support for your operations, manage your costs, and give your customers a more convenient digital experience. You can automate more policies and collect more client data without having to hire more staff. All your policy workflows can be managed from one place. Customers will have a better experience than a bunch of different software. Transparent customer interactions and automated processes will help you avoid costly mistakes. Are you fed up with the inflexible technology that holds your hand? Brokercore is a company with a great goal: to create software that you enjoy using and that can adapt to the ever-changing insurance landscape.

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.

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.

In today's slow economy, and competitive business environment, an affordable insurance agency management system is essential. It will allow you to process your workflow more quickly than ever before. ARS Manager Plus will increase the productivity of your staff and make your agency more profitable. ARS Manager Plus 32-bit Agency Management System gives you complete control over your agency. Manager's extensive features enable you to maximize your agency's automation potential. This third-generation Agency Management System (ARS) contains many important features. ARS Manager Plus is not your average insurance software program. It is a fully-featured, state-of the-art agency management software.

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.

Agency branded self-service platform that connects to all insurance companies. The IA channel's most preferred technology. GloveBox is a central mobile and web application that allows insurance policy holders to access their policy documents and pay bills. It also allows them to initiate claims and make payments. This app works with any carrier. GloveBox's goal is to improve the customer experience for insurance clients while reducing service costs for both carriers and agencies. All-in-one platform that connects clients to your agency, and their carrier(s). You can choose from a wide range of insurance companies to organize personal line policies within your GloveBox. Once you have selected your carrier, it will be added to your homepage. You can then register for an account or login. GloveBox features robust automation for client distribution as well as seamless in-app experiences.

Our cloud-based insurance software provides greater accessibility to data, allowing you to react faster to client needs. With over 8000 insurance software features designed to simplify, streamline, and automate administrative processes, you are guaranteed to thrive and grow in the changing insurance landscape.

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.

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.

Agency Anywhere ACORD forms™ is the perfect solution for many who are switching to working remotely. It makes it easy to use ACORD Forms. As needed, agency management options can be modified or removed. Pay only for what you use. Choices ACORD forms™ are easy to fill out, save, sign, group, sort, combine, and email. Choices Agency Anywhere™, software allows you to select and pay only for the features you need. You can add features as your insurance agency grows. This saves time and money. ACORD Forms are standard forms used in the insurance industry. Choices Software, Inc. has been adding value to ACORD Forms since over 30 years. ACORD sets standards for ACORD Forms.

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.

mPACS by Mandon Software, a specialist insurance software solution, is designed for insurance brokers, agents, managing general agents (MGAs), as well as Lloyds coverholders. mPACS is robust, flexible, and rich in features. It provides a complete solution to managing claims, policies, and quotations. mPACS is available on-premises and in the cloud. It offers a rich set features for documenting.

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.

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.

Majesco is the most trusted software partner for both the P&C (personal and commercial) and L&A (life and health insurance) markets. It helps them modernize, optimize, and innovate at scale. Majesco's next-generation SaaS platform solutions for core, data, analytics, digital distribution, absence management, and a rich ecosystem of InsurTech partners are used by more than 330 insurance companies, including start-ups, large insurers, and MGAs. Our technology, expertise, and leadership help insurers modernize and innovate to build the future for their business and the future insurance industry. Cloud computing, microservices, and API-enabled. These are not just buzz words. Majesco makes these words real. We put them to use helping carriers move with market forces, create business value, and deliver innovation faster to customers.