Best PerfectQuote Alternatives in 2025
Find the top alternatives to PerfectQuote currently available. Compare ratings, reviews, pricing, and features of PerfectQuote alternatives in 2025. Slashdot lists the best PerfectQuote alternatives on the market that offer competing products that are similar to PerfectQuote. Sort through PerfectQuote alternatives below to make the best choice for your needs
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INSXCloud
My1HR
Choose INSXCloud as your go-to platform for both on-exchange ACA health plans and off-exchange supplemental coverages, including options for dental, vision, accident, and short-term medical. Since the Federal Marketplace was launched in 2014, INSXCloud has been a valuable resource for agents, agencies, and issuers, facilitating the quoting and enrollment processes for individuals and families seeking Affordable Care Act coverage along with ancillary health options. Over the years, we have successfully helped agents and issuers enroll more than 2 million members in a variety of health, dental, vision, and supplemental plans. With our EDE version, e-Commerce is tailored to your needs, enabling both agent-led and direct-to-consumer enrollments. By partnering with us, you retain full control over your marketing strategies, ensuring that your messaging resonates with clients. Our platform also features convenient tools like an enhanced provider lookup to find doctors accepting specific plans and a 'Pay Now' feature available for numerous carriers, streamlining the payment setup for your clients. Additionally, this user-friendly interface makes it easier than ever for you to manage your clients’ healthcare needs efficiently. -
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SmartCompliance
SmartCompliance
3 RatingsSolutions 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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Decision Master Warehouse
Zywave
Evaluate your group's medical and prescription usage along with associated costs by comparing them to one of the nation's largest normative datasets. Utilize our cutting-edge analytics to identify potential areas of concern effectively. Eliminate the hassle of spreadsheets; with Decision Master® Warehouse's dynamic dashboards and reporting tools, you can swiftly uncover the who, why, where, what, and when, enabling you to implement targeted strategies that save costs. Assist clients in making informed decisions by experimenting with alternative plan design options in advance. Analyze the impact of changes on both your client's financial health and the healthcare expenses of their employees. Our benchmarking information is sourced from one of the most extensive normative datasets available, including insights from Truven Health Analytics and the Kaiser Family Foundation. Delve into over 60 categories, such as total health plan expenses, inpatient and outpatient claims, emergency room usage, and much more, to gain a comprehensive understanding of healthcare dynamics. This depth of analysis empowers organizations to tailor their strategies more effectively, enhancing overall health management. -
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EbixEnterprise
Ebix
EbixEnterprise serves as an all-encompassing solution for insurance management, effectively optimizing policy oversight throughout its entire lifecycle. The platform comprises six key elements: Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analytics, and a consumer web portal. These components are interconnected, facilitating the seamless transfer of data in response to various business requirements. SmartOffice CRM empowers organizations to efficiently handle agent and broker details, commission structures, sales pipelines, and state licensing information. Furthermore, the Online Quoting Portal, HealthConnect, stands out as a premier marketplace for both buyers and sellers of health insurance and employee benefits. In addition, EbixEnterprise Administration functions as a robust policy management system, equipping users with all necessary tools to oversee policies, define insurance plans, and maintain associated rate data. This comprehensive approach not only enhances operational efficiency but also drives improved decision-making across the organization. -
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Terra
Terra
A risk management solution for property and casualty. All-in-one benchmarking and claims management system that simplifies claims-related processes and makes adjusters' lives more simple. TerraClaim provides two tools to simplify claims-related operations. These tools are powerful enough on their own, but even more so when combined. An innovative cross-industry data analytics and claims benchmarking solution that compares your claims performance to industry peers. This helps you set better goals, manage risk reserves, and improve claim outcomes. The world's best property and casualty claims management software that streamlines your internal processes, improves productivity, drives desired results, and prevents fraud. -
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InsuredMine
InsuredMine
$69per user per monthInsurance 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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Insurance Analytics Suite
Pentation Analytics
The Insurance Analytics Suite provides Business Process Management (BPM) workflows tailored for insurance providers, aiming to enhance value throughout the customer journey in personal insurance lines. This suite tackles the issue of underinsurance by facilitating the maintenance of customer contracts through sophisticated workflows that include retention strategies, cross-selling opportunities, and streamlined claims processing. Users can efficiently transfer and integrate data from various sources to construct a robust insurance data model that boasts improved data quality for comprehensive analytics. It features customizable pre-built data flows to assimilate client data and enables the consolidation of information from diverse data sources and formats. With drag-and-drop ETL capabilities, it supports various storage technologies, allowing for flexible data management. Users can also define editable data quality rules and choose their preferred storage solutions. Pentation Analytics, an innovative analytics firm, specializes in services for the insurance, banking, and financial sectors, operating from Mumbai, India, and extending its reach to the US and the UAE, fostering global partnerships. This unique combination of features positions the suite as a vital tool for insurers aiming to optimize their data processes and enhance customer retention strategies. -
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FormFire
FormFire
$399 per monthFor employers, reducing the time spent on managing their group benefits allows them to dedicate more focus on their most valuable asset – their people. With FormFire, quoting, selling, and maintaining small groups becomes a seamless experience, eliminating the need for cumbersome paperwork and various platforms. The platform streamlines the management of group benefits, making it not only more efficient but also appealing for smaller organizations. Additionally, FormFire simplifies the collection of employee data, enabling brokers to enhance client acquisition and retention. At the time of renewal, employers can effortlessly quote every available plan, including both ACA and medically underwritten options, all without any paper exchanges. With guidance from a reliable broker, employers are empowered to select the optimal plans to offer in a digital marketplace, which may range from major medical coverage to pet insurance. Employees also benefit by being able to select their plans online, allowing them to easily compare options and pricing in real-time, thereby enhancing their overall experience. This innovative approach ensures that both employers and employees are equipped to make informed decisions that best suit their needs. -
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OCTO
OCTO
OCTO’s insurance telematics solution addresses the challenges that arise when subjective or delayed data leads to unprofitable insurance quotes. Insurers typically focus on three main areas: risk definition, crash and claims management, and customer relationship management (CRM), where they analyze risk, handle adverse events, and assist their clients. However, these critical processes may fall short of optimal efficiency if insurance firms struggle to gather and manage the necessary data effectively. By employing a telematics approach, OCTO shifts the paradigm, providing objective, real-time data derived from actual risks. This innovative method not only enhances the accuracy of risk assessment but also engages customers directly in the insurance journey. As customers actively participate in profiling their driving behavior, insurance companies can tailor their offerings to meet individual needs more precisely, ultimately creating a more personalized experience for clients. -
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InsureEdge
Damco Solutions
23 RatingsDamco'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. -
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Sapiens DataSuite
Sapiens
Sapiens DataSuite is an all-encompassing data and analytics solution specifically crafted for the insurance sector, aimed at converting unprocessed data into meaningful insights. It consolidates information from various sources, delivering real-time analytics that improve decision-making and boost operational productivity. The platform features an extensive library of 70 pre-built reports and 10 customizable dashboards, enabling users to tailor their analytical tools to fit their unique requirements. By utilizing cutting-edge analytics, machine learning, and AI-enhanced solutions, DataSuite enhances the entire value chain within the insurance industry, seamlessly integrating AI and ML into both back-office and front-office operations. Additionally, it connects with third-party service providers through Sapiens' partner network, further enriching business processes and decision-making capabilities. With a high-performance datastore, DataSuite ensures a unified view of detailed data across all insurance lines, promoting efficiency through a comprehensive data strategy. This holistic approach empowers insurance professionals to make more informed decisions and adapt swiftly to market changes. -
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MediClaims
WLT Software
$1 one-time paymentWLT’s MediClaims system presents an economical, user-friendly, and highly effective solution for managing benefits and claims. Its rules-based framework combined with integrated EDI functionalities ensures that claims are handled swiftly, simply, and with precision. The system is designed to manage a diverse array of benefits and claims, including Medical, Dental, Vision, Prescription Drugs, Consumer-Driven Healthcare, Disability, and Capitation processing. With WLT's MediClaims, you can easily customize the configuration of your groups to accommodate either a single line of coverage or intricate benefit plans with multiple coverage lines. To achieve operational efficiency, a robust information system is essential, and WLT consistently utilizes cutting-edge technologies, delivering you the most advanced and adaptable systems available in the market. In an ever-evolving healthcare landscape, having such a dynamic claims processing system is crucial for maintaining competitive advantage and ensuring customer satisfaction. -
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Compulife
Compulife Software
$180 per user per yearAn all-encompassing quoting platform enables agents to efficiently and accurately provide life insurance coverage estimates for their clients. It features rates from more than 100 life insurance providers, allowing quotes for various products including Term, Return of Premium, Simplified Issue, and Guaranteed UL. You can seamlessly incorporate instant life insurance quotes into your website. The Website Quoter integrates smoothly with your existing site and is designed to automatically adjust to any screen size, ensuring it displays beautifully on all devices. Additionally, you have the flexibility to choose which life insurance companies you wish to include in your quotes and designate the email address for lead submissions. The Compulife Basic Quoter is accessible on any internet-connected device, whether it's a computer, tablet, or smartphone. Its fully responsive design allows for usage on diverse platforms such as PCs, Macs, iOS, and Android devices, making it a versatile tool for agents on the go. This adaptability ensures that agents can efficiently assist clients from virtually anywhere. -
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Book Roll
Vertafore
The traditional methods of conducting book rolls have often been intricate, labor-intensive, and expensive, requiring travel, printed documentation, and extensive manual data entry. In order to secure a higher number of desired policies, it's essential to streamline the process, allowing for greater emphasis on risk assessment rather than tedious administrative tasks. By utilizing Book Roll, you can collaborate with your insurance agency partners in a way that is both seamless and secure, enhancing overall efficiency. This innovative tool enables carriers to electronically request an agency's portfolio without interrupting their daily operations. Whether your focus is on expanding personal or commercial lines, Book Roll makes it easier to evaluate new business opportunities and fosters a more accessible experience for clients. By assessing risks, you can increase the number of policies you acquire, while also exporting data for in-depth analysis. Additionally, you can connect policy data to your customer portal to leverage your unique underwriting guidelines. The instant batch rating feature allows for a rapid comparison of your current rates with alternative options, quickly identifying potential growth opportunities. Ultimately, this modern approach transforms the book roll experience, making it more efficient and advantageous for all parties involved. -
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Moody's Analytics AXIS
Moody's Analytics
The AXIS actuarial system from Moody’s Analytics stands out as a comprehensive modeling tool utilized by insurers, reinsurers, and consultants for conducting actuarial assessments related to life insurance and annuity operations. This system prioritizes performance and simplicity in implementation while offering flexibility, durability, scalability, and cost-effectiveness. It enables users to harness significant computing capabilities through either a sophisticated cloud-based platform or traditional software installations. As a versatile vendor-supported actuarial solution, AXIS accommodates various functions, including reserving, asset and liability management (ALM), pricing strategies, financial modeling, capital computations, hedging practices, and the establishment of financial frameworks. Users can project future monthly cash flows based on initial liabilities and invested assets for a period extending up to a century. Furthermore, the system allows for the assessment of different business segments utilizing both deterministic and stochastic methods to analyze profitability and surplus fluctuations, as well as to assess the implications of reinsurance arrangements and modifications in premiums or other plan values, providing a thorough approach to financial planning and management. -
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QuoteClick
QuoteClick.com
$19 per monthQuoteClick.com offers a comprehensive online platform for obtaining quotes on dental insurance plans for individuals and families across all 50 states. This innovative insurance rating software streamlines the processes of rating management and policy underwriting for both agencies and companies in the insurance sector. With nearly seamless website integration, clients can access online rating features directly and conveniently. We also provide a dedicated agent link for your site, directing customers to a user-friendly landing page where they can input their zip code. The resulting dental plan options are organized from the lowest to highest monthly premiums, allowing clients to easily compare choices. After selecting a plan, clients can review the associated dental services and complete an online application. The application process is further enhanced as we either auto-populate the necessary fields or directly upload the order to the dental plan provider using your agent code. This efficient system not only facilitates a smoother experience for clients but also helps agents manage their business more effectively. -
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Quantemplate
Quantemplate
Streamline the preparation of all your re/insurance data, encompassing Bordereaux management, MGA reporting, exposure management, fleet auto, aggregation, and clash, all backed by robust data quality assurance. Transform every insurance data source into reliable insights with the Quantemplate SaaS platform, ensuring that you can connect and refine your datasets, regardless of their inconsistencies. Establish data quality standards and swiftly identify any data failures, enabling you to address issues promptly. Efficiently consolidate numerous datasets with the help of intelligent mapping suggestions, and derive valuable customer, market, and pricing insights through versatile analytics tools, or easily export and share your refined data. With a unified cloud solution, you can integrate, automate, and analyze your data sources, achieving insights in mere seconds instead of months. This user-friendly cloud solution will certainly appeal to your IT team, offering full encryption, a comprehensive audit trail, and ISAE and ISO certifications. The zero-code interface empowers you to independently explore, experiment, and implement changes with ease, fostering greater agility in your data management processes. By leveraging these features, you can ensure that your organization remains at the forefront of data-driven decision-making. -
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Insurity
Insurity
Our contemporary architecture based on APIs enables rapid and smooth implementations. The low-code/no-code platform allows insurers to swiftly create their own applications and integrate external services, ensuring they remain adaptable to the shifting demands of the market. This capability ensures that you are always prepared to meet the evolving expectations of your customers and outpace your rivals! Our innovative, secure, cloud-based offerings deliver cost-effectiveness, flexibility, scalability, and unparalleled service quality in the sector. Insurity's sophisticated RESTful API framework, combined with a low-code/no-code development environment, empowers insurance companies to craft personalized customer experiences while remaining responsive to market dynamics. By leveraging our top-tier data and predictive analytics solutions, insurers can obtain unprecedented business intelligence, enhancing their pricing strategies, risk assessment, and claims management processes. This level of adaptability not only strengthens operational efficiency but also fosters long-term customer loyalty. -
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i-underwrite
Intelligent Life Technologies Limited
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. -
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CoverWallet for Agents
CoverWallet
CoverWallet for Agents, a division of Aon, is an innovative technology platform that offers insurance agents a unified access point to various carriers and business lines. This platform provides a quick, straightforward, and effective way for agents to deliver commercial insurance solutions to businesses, streamlining the quoting process for insurance agents and agencies. Users can benefit from a single, cohesive application that allows them to compare multiple, actionable quotes, bind policies online, and manage client accounts from one centralized digital hub. The application supports multiple lines of insurance, such as General Liability, BOP, and Professional Liability, among others. As users fill out the application, it intelligently pre-fills responses and omits unnecessary questions, thereby enhancing efficiency. The platform is accessible on various devices, including mobile phones, tablets, and desktops, ensuring flexibility for users. Agents can swiftly compare quotes from numerous leading national insurers without needing any prior appointments, and they can easily recalculate quotes, modify coverages, adjust limits, and change deductibles with just a click, making the entire process seamless and user-friendly. This comprehensive approach not only saves time but also empowers agents to provide tailored insurance solutions to their clients more effectively. -
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RiskMatch
Vertafore
With more than $130 billion in active premiums, RiskMatch stands as the leading data and analytics platform designed to equip agencies and brokerages with the insights necessary for business expansion. It offers enhanced recommendations, pinpoints specific revenue streams, and guides executive choices, ultimately fostering growth and strengthening ties with both clients and insurers. Despite having access to a vast array of data, lacking the appropriate tools can feel like navigating without light. Discover how RiskMatch can illuminate your data landscape today. Agencies and brokers leveraging RiskMatch are equipped to respond to critical inquiries, achieving an average of 7% higher renewal rates and successfully cross-selling 1.4 additional products for each customer. The Analytics in Your Inbox feature provides producers and account managers with essential renewal details, commission breakdowns, and cross-sell potentials. You can visualize your entire operation in real-time, organized by office, producer, product, industry, insurer, and premium category, giving you a comprehensive overview that enhances decision-making processes. By utilizing these insights, organizations can not only improve their performance but also create more meaningful connections with their clients. -
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Novidea
NOVO IDEA SOFTWARE
Distributors who want to increase profitability and satisfy customers with advanced insurance software solutions. Brokers, MGAs, and insurers will have clarity and confidence. Novidea, the insurance software solution for professionals, transforms your data into actionable insights. Your brokers will be able to close more sales and improve customer relations with Novidea's powerful analytics tools and real-time visibility into all aspects of your insurance business. The results of a survey that we conducted among brokers, agents, insurance companies, and MGA's revealed some surprising contradictions. This report highlights how far tech perceptions can be from tech reality and how we can bridge the gap. We are an end-to-end broker and insurance software solution for agencies. This makes it easier to achieve success. One Unified View. 360-degree visibility from the front, back and side offices into the customer journey. Actionable Intelligence. Dashboards, reports, and insights on-demand. -
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Pazcare
Pazcare
Provide your employees with the insurance coverage they desire, as Pazcare guarantees a smooth process for handling their insurance claims. In contrast to standard retail health insurance, group medical insurance offers extensive customization based on your specific requirements, allowing you to only pay for the options you select. Additionally, road accidents rank among the leading causes of mortality in India, making it essential to safeguard your employees with group personal accident insurance to cover unforeseen incidents and costs. With Group Term Life Insurance Plans, employees can enjoy the convenience of not undergoing medical examinations, as Pazcare eliminates the need for such check-ups and reports when purchasing group term insurance. This ensures that employees can focus on their well-being without unnecessary complications. By choosing Pazcare, you not only enhance your employees' security but also contribute to their peace of mind. -
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InsurancePlus Software Series
United Systems and Software
USSI takes pride in showcasing its complete range of professional insurance software solutions, crafted as a comprehensive turnkey administration package. These all-inclusive software offerings are designed to guarantee that your insurance firm functions at peak performance in a rapidly evolving and competitive industry landscape. The InsurancePlus Individual Life and Health Administration software from USSI effectively oversees the management of business portfolios for both traditional and innovative Life and Health insurance providers. This solution accommodates various product lines such as Whole Life, Term Life, Interest Sensitive policies, Final Expense plans, Annuities, and Supplemental Health insurance. Additionally, USSI's InsurancePlus Group Life and Health Administration software efficiently manages portfolios for Group Health insurance companies, Self-Insured Funds, and Third-Party Administrators (TPAs), supporting a diverse range of plan options like Point of Service, Major Medical, Term Life, High Deductible, and Traditional Indemnity plans. With such a wide array of features, USSI ensures that its software solutions are versatile and adaptable to meet the unique needs of every client in the insurance sector. -
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Applied Analytics
Applied Systems
Transform your raw business data into impactful insights that reveal how well your organization is performing. Utilize the pioneering insurance data analytics solution designed exclusively for your needs, which provides access to various analytical levels on crucial performance indicators pertaining to your agency's business portfolio, workforce efficiency, and insurer partnerships. With the user-friendly visual interface of Applied Analytics™, you can derive powerful graphical insights from the data within your current management system, ultimately enhancing employee productivity and fostering more lucrative relationships with both clients and insurers. Additionally, gain a comprehensive overview of your internal operations through key performance metrics that reflect employee performance trends, success rates, and progress towards set objectives. By scrutinizing essential business KPIs and tracking client portfolio growth, you can not only maintain existing revenue from clients but also explore new avenues for generating additional income. This holistic approach empowers businesses to make informed decisions that can lead to sustained growth and improved operational effectiveness. -
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AgentExpress
AgentExpress
AgentExpress stands out as an innovative quoting and enrollment platform, transforming the conventional CMS experience to empower brokers in the dynamic world of insurance. Our unique approach combines technology, comprehensive training, and unwavering support to enable agents to deliver exceptional service to their clients. With decades of expertise in both the insurance and tech industries, AgentExpress leads the market in broker technology solutions for Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life. When you partner with AgentExpress, you gain a dedicated team focused on your business success. Expand your enterprise through extensive product knowledge, advanced technology, and sales training, which can be accessed via our weekly webinars, collaborative training sessions, or through our pioneering micro-learning platform designed specifically for insurance professionals. This commitment to agent development ensures that you are always equipped to adapt to the industry's evolving demands. -
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Novo Connection
Novo Connection
Novo Connection revolutionizes the process of obtaining self-insured health insurance quotes, allowing it to be accomplished in mere minutes rather than enduring a lengthy wait of days. This innovative platform enables advisors to easily explore various self-funding strategies, assess the unique risks of a group, tailor plan designs and elements, and secure competitive stop-loss coverage that aligns with those designs. By removing the uncertainty involved in selecting program components, we streamline the decision-making process. Each vendor featured on our platform has undergone a comprehensive vetting process conducted by industry specialists, guaranteeing you receive top-notch quality and service. Utilizing Novo Connection not only enhances efficiency by saving you precious time but also translates to significant financial savings. Our pre-negotiated vendor rates ensure considerable cost reductions on a range of offerings, from stop-loss coverage to bespoke program solutions. With Novo Connection, you can confidently navigate your health insurance options while enjoying peace of mind and financial benefits. -
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Milliman
Milliman
Insurance companies are inundated with vast amounts of data, prompting the essential inquiry: how can they extract meaningful insights from it? Milliman stands at the forefront of creating and implementing analytical solutions designed to enhance decision-making, assess and manage risk, boost predictive accuracy, and streamline intricate tasks. By utilizing advanced cloud technology and cutting-edge statistical methodologies, we enable you to uncover significant hidden insights within your data. We also offer regulatory support for both property and casualty (P&C) as well as life insurance sectors. Our services encompass assistance with the actuarial components of financial examinations, rate filings, and model evaluations relating to catastrophic risk. For both P&C and life insurance, we provide comprehensive model reviews that validate both internal and external catastrophe models, aiming to mitigate risk exposure and facilitate improved decision-making processes. With our advanced modeling capabilities and extensive global expertise, we aid you in producing precise and actionable financial forecasts and reports. Additionally, we assist in analyzing the potential impacts of upcoming regulatory changes on reserves and capital, ensuring that you maintain ongoing compliance in a continually evolving landscape. Ultimately, our collaborative approach empowers clients to navigate their unique challenges with confidence. -
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Assured Allies
Assured Allies
By integrating data science with a focus on human needs, we aim to enhance aging experiences for both families and insurance providers. As individuals face declining health and functionality with advancing age, the financial implications can be significant for families, insurers, and society overall. Promoting successful aging can help prevent or slow this decline, enabling seniors to maintain their dignity, autonomy, and the ability to remain in their cherished homes. Our approach is informed by a deep understanding of whom to assist, when to intervene, and the most effective methods to employ, relying on evidence-based strategies that have demonstrated effectiveness in managing population health. We facilitate successful aging by harnessing our innovative patent-pending technology along with a compassionate, human-centric framework. This system pinpoints the ideal moments and necessary frequency for interventions to avert further decline associated with aging. Moreover, we conduct analyses of policy blocks to enhance the impact of interventions and boost return on investment at the block level. Ultimately, we empower individuals to achieve their personal goals regarding where and how they choose to age, ensuring they are supported every step of the way. -
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teamthink Envoy
Athenium Analytics
Insurance teams facing challenges with manual audits and reporting can benefit from specialized quality assurance software. This tool streamlines claims and underwriting quality assurance by incorporating features like customizable questionnaire builders, immediate file selection, and real-time feedback. With teamthink Envoy, quality assurance teams are equipped to enhance both individual and collective performance, boost financial outcomes, and elevate customer satisfaction. Essential to efficient quality assurance is the precise measurement of performance against established best practices, followed by utilizing these insights to identify and address performance deficiencies. teamthink Envoy facilitates this vital process, ensuring you have the necessary data to enhance quality while minimizing operational expenses and optimizing your QA workflow. By shifting from a manual QA approach to an automated one, users can swiftly access questionnaires and performance metrics. Furthermore, the software generates insightful reports that link performance-related issues and quality assurance challenges directly to their impacts on financial leakage and risk management, ultimately fostering a more productive and efficient working environment. -
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Silna Health
Silna Health
Silna Health's Care Readiness Platform efficiently manages prior authorizations, benefit verifications, and insurance monitoring right from the start, ensuring that patients are ready to receive care while allowing providers to concentrate on delivering treatment. Powered by AI, the platform oversees the entire workflow of prior authorizations, which includes tracking future authorizations, sending weekly reminders, handling submissions, and conducting follow-ups, all while applying established industry rules and highlighting exceptions for human intervention when necessary. Benefit checks specific to various specialties confirm coverage, accumulation, authorization prerequisites, and visit limitations in real time, providing precise quotes at the point of intake. The system also performs continuous insurance monitoring to identify lost coverage, detect new insurance plans, and prevent eligibility gaps. Designed to operate without increasing staff numbers, Silna directly integrates data from EMRs and practice management systems, offers customizable rule sets and strategic frameworks, and features intuitive dashboards that present insights into incremental revenue. Overall, this comprehensive approach not only streamlines processes but also enhances the financial performance of healthcare providers. -
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Ivans Insights
Ivans
Ivans Insights offers a distinctive solution in the insurance sector, delivering the critical agency insights necessary for informed decision-making. This innovative tool enables carriers to efficiently explore a variety of data points, yielding essential business and performance insights. By utilizing this resource, you can access agency information that is pivotal for forming strategic partnerships. Discover agencies that align with your specific business objectives and delve into your agency's download business to identify its strengths. Additionally, analyze your current partner agencies to uncover opportunities for growth and recognize potential challenges through unique data not readily available elsewhere. By leveraging these insights, you can drive expansion with both new and existing partners. Furthermore, our platform allows you to search for new agencies tailored to your market segment, business characteristics, policy specifics, geographical areas, and performance metrics. We also offer comprehensive monthly reports containing detailed agency information to keep you informed. This combination of features makes Ivans Insights an indispensable tool for agencies aiming to enhance their competitive edge in the insurance landscape. -
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Zelros
Zelros
Provide your advisors and policyholders with comprehensive, real-time guidance to help them select the most suitable coverage for their specific requirements. Utilize cutting-edge data to make a significant impact in the industry. Facilitate remote operations through intelligent applications. Enhance distribution and customer service to deliver unparalleled experiences for your clients. Equip your organization with new skills and knowledge across all business areas. Operate within our secure cloud environment or on-premises, ensuring enterprise-level data anonymization, traceability, and compliance with regulations such as IDD and GDPR. Effortlessly integrate with your existing systems through swift collaborations with partners like Salesforce, Microsoft 365, and Guidewire. From policy acquisition to claims management, implement and oversee essential AI-driven processes in real-time without sacrificing the integrity of fraud detection. This holistic approach not only enhances operational efficiency but also fosters a culture of innovation within the organization. -
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Sana Benefits
Sana
We've streamlined the process for employers by offering comprehensive benefit packages that include full medical, dental, vision, and additional perks, all without the typical headaches or hidden charges. Experience substantial savings and exceptional, contemporary benefits designed for both you and your workforce. If your team appreciates complimentary smart toothbrushes along with excellent dental care, they'll be thrilled with our collaboration with Beam Dental. We've reimagined the conventional health plan to enhance its value. Our approach eliminates complexities related to co-insurance and referrals, driven by a straightforward goal: to provide comprehensive coverage that exceeds expectations. Say goodbye to outdated networks; all our offerings are PPO Plus, granting you access to the expansive Sana Care ecosystem and provider network, while allowing you the flexibility to choose any provider without incurring out-of-network costs. We ensure that you receive a clear breakdown of what you're getting, how much it will cost, and the reasons behind it, presenting only the essential information without any fluff. Manage your organization's benefits with unprecedented ease and efficiency, making the entire process user-friendly and accessible for everyone involved. -
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DataXchange
DataXchange
The calculations are straightforward. Clients consistently report saving an average of 400 hours annually after adopting their initial connector. This means no more redundant data entry, no more expensive mistakes, and no more tedious copy/paste tasks in spreadsheets. Data Xchange effectively removes all the unnecessary manual efforts that hinder your teams from concentrating on their most vital objectives. Each month, new integrations are introduced to enhance your back office operations, empower your field teams, and ensure accountability among project stakeholders. With project-level integrations on Data Xchange, you achieve unmatched clarity across all stakeholders and systems, as it guarantees that each connected system utilizes the most up-to-date and accurate information. Owners, Architects, Engineers, General Contractors, and Subcontractors can continue using their preferred systems, confident that everyone involved has access to the same accurate project data in their chosen platforms. This seamless collaboration fosters a more efficient workflow, allowing teams to focus on delivering successful project outcomes. -
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Bold Penguin
Bold Penguin
Bold Penguin revolutionizes the commercial insurance landscape with its cutting-edge technology and sophisticated quoting software tailored for insurance agents, brokers, networks, carriers, and channel partners. It provides a comprehensive suite of integrated tools, such as terminal, exchange, storefront, and analytics, which collectively enhance the processes of quoting, lead generation, and underwriting specifically for small and medium-sized enterprises. With its terminal solution, agents can swiftly quote and bind policies, collaborating with both national and regional carriers to guarantee optimal coverage. The exchange platform not only fosters growth by creating a lead marketplace but also the storefront empowers agents to effectively manage digital quoting experiences for SMBs. Moreover, the analytics component leverages artificial intelligence to refine data extraction and underwriting practices. By harnessing these advanced technologies, Bold Penguin equips agents and partners to serve SMBs more effectively, thus boosting operational efficiency and opening up new avenues for business expansion. This commitment to innovation positions Bold Penguin as a leader in transforming the commercial insurance sector. -
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RiskVille
RiskVille
RiskVille empowers businesses to streamline essential tasks in policy, claims, and risk management, allowing for efficient handling of daily operations such as customer interactions, claims processing, and risk assessments all within a single platform. This cloud-based solution caters to various types of insurance companies, recognizing the significance of having a comprehensive view of business performance while executing daily tasks with precision. By automating repetitive tasks, RiskVille frees up your staff from mundane duties, enabling them to focus on more valuable activities. With a commitment to compliance, we ensure that your audit processes are smooth and straightforward, allowing you to approach audits with confidence and assurance. Our platform is fully compliant with GDPR regulations and is hosted on the trusted Microsoft Azure infrastructure, guaranteeing the safety and security of your sensitive data. Additionally, RiskVille enhances client satisfaction by offering straightforward online access to policies and claims, along with friendly reminders for renewals, ensuring that you not only meet but exceed client expectations in service delivery. Ultimately, RiskVille is designed to make insurance operations more efficient and effective, creating a seamless experience for both businesses and their clients. -
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IBQ Commercial Comparative Rater
IBQ Systems
$150 per monthSimplifying commercial comparative rating has never been easier. Input your data just once in a single location, eliminating the hassle of navigating through various carrier websites for quotes. Say goodbye to the tedious task of reentering the same information into different carrier systems, which will enhance accuracy and minimize the chances of mistakes. Present quotes from various carriers to ensure your clients receive the best choices available, or allow them to generate quotes themselves directly from your website. You can easily export customer information into IBQ for remarketing purposes or obtain quotes in IBQ to transfer to your agency management system, all at no additional cost. There’s no requirement to search for class codes for each carrier, thanks to our user-friendly lookup feature that ensures you always select the correct class for every quote. Access the most sought-after commercial lines quickly and effortlessly from one central hub. IBQ empowers agencies nationwide with state-of-the-art insurance technology, and our mission is to equip independent agents with robust tools to thrive in today's dynamic marketplace while enhancing their competitiveness. This commitment to supporting agents reflects our belief in fostering innovation and efficiency within the insurance industry. -
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Togal.AI
Togal.AI
Fewer Clicks, Faster Takeoffs...Togal.AI is a cloud-based estimating software with AI tools that eliminate the tedious tasks of clicking, coloring, and counting for contractors and estimators. Collaborate in REAL TIME with internal AND external stakeholders, sharing takeoffs and setting permissions (view, comment, edit) for each user. (No more back and forth exports and emails!) The suite of AI tools inside Togal lets you do things like: - Auto-name all your drawings instantly - Search for any piece of text, image, or pattern across all your documents - Measure, color, count, and compare drawing sets & quantify changes - "Talk" to your plans using Togal.CHAT and get answers in seconds Plus the full suite of manual takeoff tools is sleek, streamlined, and incredibly easy to use. Book a demo and Togal will even use YOUR plans to show you how well it can work for your business! -
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ClinicPro Medical Software
ClinicPro Software
ClinicPro's medical practice management system offers an all-inclusive solution featuring detailed patient records, insurance information, an appointment scheduling tool, various management reports, and the capability to handle both electronic and paper insurance claims, as well as patient statements delivered via email or printed on plain paper. This robust software suite includes all the functionalities of our unlimited package, along with reliable billing technology designed specifically for independent clinics, streamlining the medical billing process while allowing practitioners to maintain oversight of their operations. While Clinic Pro EMR does not hold Medicare certification, it remains an outstanding resource for generating daily encounters tailored to commercial insurance providers, such as Blue Cross Blue Shield, as well as personal injury cases, utilizing touchscreen devices or tablets for enhanced usability. Additionally, its user-friendly interface ensures that medical professionals can easily manage their practice's needs with efficiency and accuracy. -
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Julie
Julie Solutions
As dental professionals, including both surgeons and assistants, we are here to enhance the management of your practice. Effortlessly oversee your schedule and improve your relationships with patients while efficiently managing treatment plans. Seamlessly connect your practice for streamlined operations and access all your activities with just a single click. Enjoy a planning system tailored to your specific needs with a 24/7 online appointment booking option for patients, coupled with automated SMS reminders to keep everyone informed. Your schedule can be accessed remotely for added convenience. Strengthen your patient interactions with comprehensive management of all documents pertinent to their files, such as medical questionnaires, prescriptions, letters, and estimates, all securely backed up automatically. You can also utilize customizable 3D instructional videos to enhance patient understanding, and monitor the support of quotes with insurance providers. Quickly handle treatment plans with intuitive document entry, the ability to create favorite plans swiftly, and ensure compliance with any regulatory changes that arise. With all these features, your practice can thrive and deliver superior patient care. -
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Huddle Health
Huddle Health
Keep your medical information, including history, prescriptions, insurance details, and provider contacts, conveniently accessible in one place. The era of cumbersome paper records is over. With Huddle Health, you can efficiently organize and store everything from medication lists to vaccination records and care plans. Whether you're arranging an appointment or consulting with a healthcare professional, Huddle allows you to access your medical data with just a touch. This comprehensive medication list gives you a clear overview of your health. Effortlessly include prescriptions, vitamins, and supplements, whether they are current or past. Beyond just medication names and dosages, you can link each entry to the prescribing doctor, your insurance information, and the specific health issue being treated. Furthermore, for easy identification, you can upload an image for every medication entry, illustrating that a picture can enhance your understanding of your prescriptions significantly. This feature not only simplifies remembering your medications but also enhances your overall healthcare experience. -
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AccuQuote Direct
AccuQuote
$50 per monthAccuQuote was designed specifically for HVAC manufacturers' representatives, simplifying the creation of professional and precise quotes. This innovative tool allows your team to dedicate more time to engaging with clients and less to the tedious task of generating quotes on a computer. If your business is currently depending on spreadsheets for quoting, you may be operating with inaccurate data. A study from the International Conference on System Sciences revealed that an alarming 76% of spreadsheets have errors. With AccuQuote, calculations for price, margin, markup, and freight costs are done automatically. Say goodbye to the mistakes associated with spreadsheets and whiteboards. Your entire sales force will benefit from access to a centralized database of templates, ensuring consistency and efficiency in the quote creation and management process. By updating specifications, costs, and markups in one centralized template, your sales team will be able to utilize the most current information for quoting instantly, leading to improved accuracy and professionalism in your proposals. This streamlined approach not only enhances productivity but also fosters stronger client relationships. -
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BenefitMall
BenefitMall
BenefitMall provides a streamlined approach that reduces obstacles and enhances your strengths, offering an authentic General Agency experience designed for your success. Our cutting-edge technology, combined with top-tier services, ensures you receive reliable expertise from seamless quoting to enrollment. We deliver efficient, secure, and digital benefits solutions that prioritize the safety of both you and your clients. Expanding your client’s benefits package with supplementary products is an effective strategy to boost your commissions while assisting clients in managing their medical premium expenses. Options like dental, vision, disability, accident, and critical illness insurance can also play a pivotal role in improving employee retention for your clients. Furthermore, BenefitMall equips you with valuable resources to navigate the complexities of healthcare reform, as well as federal and state regulations, and HR challenges, ensuring you are well-prepared to support your clients effectively. By leveraging these additional products and services, you can enhance your overall service offering and strengthen client relationships. -
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Corvus Insurance
Corvus Insurance
Smart Cyber Insurance policies start with insights collected through the exclusive Corvus Scan, which aids in measuring cyber risk effectively. This information allows our experts to swiftly provide ideal pricing and coverage alternatives in just a matter of minutes. Each policy comes equipped with a Dynamic Loss Prevention™ report that offers comprehensive IT security suggestions, along with access to our Risk & Response Services for proactive risk management and continuous vulnerability notifications. Our unique underwriting process utilizes innovative data sources and machine learning to generate quotes for cyber insurance coverage in a matter of minutes for most accounts, while also equipping our skilled underwriting team with essential tools and insights for handling intricate risks. Additionally, Corvus's broker platform, known as the CrowBar, streamlines the quoting process by featuring the industry's quickest application, allowing brokers to easily request and receive quotes promptly for the majority of accounts, enhancing efficiency and speed in the insurance process. This commitment to rapid service underscores our dedication to meeting the dynamic needs of our clients in an ever-evolving cyber landscape.