Tableau
Tableau, a comprehensive business intelligence (BI/analytics) solution, allows you to generate, analyze, and interpret business data. Tableau allows users to gather data from many sources, including spreadsheets, SQL databases and Salesforce. Tableau offers real-time visual analytics as well as an interactive dashboard that allows users to slice and dice data to make relevant insights and find new opportunities. Tableau allows users to customize the platform for different industry verticals such as communication, banking, and more.
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InsuredMine
Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots
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EbixEnterprise
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.
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SmartCompliance
Solutions for insurance tracking and compliance management. Full-service and self-service solutions that automate renewals of insurance certificates or proof of insurance. They also eliminate the need for manual data entry. Software and services for COI tracking that automates the tedious process of collecting certificates of coverage, renewing requests and confirming compliance with third parties. Property managers can easily track the tenant's policies using proof of insurance tracking software. This software helps them to comply with their renter's insurance requirements. Services that simplify the creation, delivery, storage, and management of certificates of insurance. SmartCompliance is the most trusted provider of certificate of insurance, proof of insurance tracking, issuance and compliance management.
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