Best PerfectQuote Alternatives in 2024

Find the top alternatives to PerfectQuote currently available. Compare ratings, reviews, pricing, and features of PerfectQuote alternatives in 2024. 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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    Quaeris Reviews

    Quaeris

    Quaeris, Inc.

    3 Ratings
    Top Pick See Software
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    Voice and written support makes it easy to get answers. Based on your interests, history, and role, you will receive personalized and recommended results. Quaeris provides near-real-time data access for all data. Quaeris enhances your existing dashboards. To increase knowledge sharing and track performance, teams can share insights and pinboards. Ask questions in plain English. There's no need for keywords or queries. Our advanced AI engine transforms your inquiry to a database-ready language within seconds. Data is nothing without context, just like life. Our cognitive AI engine interprets search terms, interests, roles, and past history to provide ranks results that allow further exploration. You can easily add filters to search results to dig into the details and explore relevant questions.
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    Tableau Reviews
    Top Pick
    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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    SmartCompliance Reviews
    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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    EbixEnterprise Reviews
    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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    Decision Master Warehouse Reviews
    Compare your group's prescription and medical utilization to one of the most comprehensive normative sets in America. Our advanced analytics can help you identify potential problems. Stop wasting time with spreadsheets. Decision Master®, Warehouse's interactive dashboards, reporting and analytics allow you to quickly find the who, why and whereabouts so you can provide targeted, cost-saving strategies. You can help clients make better decisions by testing different plan design options before they are implemented. You can assess the impact of changes on your client's bottom line as well as their employees' health care costs. Our benchmarking data is derived from the Kaiser Family Foundation and Truven Health Analytics, one of the most comprehensive normative sets in the nation. Explore more than 60 categories including total health plan costs and inpatient and outpatient claims. You can also find information about ER utilization.
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    Terra Reviews
    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 Reviews

    InsuredMine

    InsuredMine

    $69per user per month
    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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    Insurance Analytics Suite Reviews
    Insurance Analytics Suite provides Business Process Management (BPM), workflows that enable insurance carriers to add value throughout the customer lifecycle. This is for personal lines of insurance. It solves the problem of underinsurance by allowing insurers to maintain customer contracts through intelligent workflows like retention, cross-sell, and claims process. To create an insurance data model, connect and move data from any source. This will allow you to perform better analytics by enhancing the data quality. Pre-built data flows that can be edited to ingest client data and to consolidate data from multiple sources and data types. Drag-and-drop ETL functionality. Multiple storage technologies are supported. Editable DQ rule definitions. You have the option to choose storage technology. Pentation Analytics is a leading analytics company that focuses on the insurance, banking and financial services sectors. Based in Mumbai, India with a presence in the USA and UAE.
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    InsureEdge Reviews
    Top Pick
    Damco's InsureEdge Insurance Software is an all-in one software designed to help insurance companies gain maximum value from its extensive modules. This highly configurable and customizable software features the best insurance processing functions in the industry. InsureEdge is suitable for multiple insurance lines and can efficiently and effectively manage and streamline workflows to increase profitability, performance, and accuracy. It supports a variety daily operations via back office automation and other modules such as customer relationship management, policy administration and claims processing. InsureEdge, an insurance software that is flexible and scalable, is the key to future-proofing your business.
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    OCTO Reviews
    OCTO's insurance telematics proposal operates in areas where subjective data and data shared lately can lead to an unprofitable insurance offering. Insurers traditionally work in these areas: risk definition, crash, claims, customer relationship management (CRM), analyzing and evaluating risks, managing "bad events", and supporting customers. These basic processes may not be able to perform at the highest level if insurance companies aren't able to collect and manage the right data. OCTO's insurance telematics proposal operates in areas where subjective data and data shared lately can lead to an unprofitable insurance offering. OCTO provides objective data because they are real-time collected, based on real risks. This new approach allows customers to become part of the whole insurance process. They interact with drivers and contribute to the profiling of driver behavior. This allows the insurance company tailor the best offer.
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    Book Roll Reviews
    Book rolls were a time-consuming, costly, and complex process that required travel, policies printed, and manual data entry. You need a simplified process that is efficient and effective to get more policies. This allows you to concentrate more on risk analysis than manual processes. Book rolls can be conducted in a seamless, efficient, secure environment with your insurance agency partners. Book Roll allows carriers to request the agency's book without interrupting agency operations. Book Roll makes it easy to evaluate new business and makes it easier for you to do business with them. You can assess risks and export data to gain more detailed analysis. To take advantage of your underwriting rules, bridge policy data to your customer portal. Instant batch rating compares your current rates against other rates to quickly identify growth opportunities.
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    Quantemplate Reviews
    Automate all your re/insurance data preparation including Bordereaux management and MGA reporting, fleet auto, clash management, data quality assurance, and fleet auto. Quantemplate SaaS platform turns all your insurance data into insights that you can trust. No matter how messy or inconsistent your data is, connect and cleanse it. You can quickly identify failed data points by setting data quality rules. Smart mapping suggestions make it easy to quickly combine hundreds of data sets. Flexible analytics tools allow you to gain pricing, market, and customer insights. You can also export and share your clean data. All your data sources can be integrated, automated, and analyzed in one cloud solution. Connect your data sources and gain insights in seconds instead of months. Cloud solutions that your IT team will love. Completely encrypted, with ISAE and ISO accreditation. You can explore, test, and implement changes in your own way with the zero-code interface.
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    Moody's Analytics AXIS Reviews
    Moody's Analytics AXIS is an actuarial solution that can be used by insurance companies, reinsurers, consultants, and others for actuarial analysis of annuity and life insurance business. The AXIS actuarial software emphasizes performance, ease-of-implementation, flexibility, robustness and scalability. It also offers transparency at a lower cost. It can deploy large-scale computing power via an advanced cloud-based delivery platform, or through installed software. Flexible vendor-maintained actuarial systems handle multiple applications, including pricing, financial modeling, capital calculations and hedging. Future cash flows can be projected from invested assets and starting liabilities for up to 100 year. Analyze blocks of business using stochastic or deterministic projections of profitability and movements of surplus; evaluate the effect of reinsurance and changes in premiums or other plan values.
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    teamthink Envoy Reviews
    Software for quality assurance that is specifically designed for insurance departments who struggle with manual audits or reporting. Automate your claims and underwriting quality assurance with questionnaire builders, instant file selection, and real-time results. teamthink Envoy empowers QA groups to improve individual and collective performance, drive financial results, and increase customer satisfaction. Effective QA starts with measuring performance against your best practices, then using those results for reviewing and closing performance gaps. teamthink Envoy can help you navigate this process. You have the information you need to improve performance, reduce operational costs, and streamline your QA process. Transform your QA process to be automated and immediately access results data and questionnaires. You can generate actionable reports that link performance and QA issues directly with their effects on risk and leakage.
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    RiskMatch Reviews
    RiskMatch has over $130B in-force premium. It is the most comprehensive data platform and analytics platform that provides brokerages and agencies with actionable insights to help them grow their business. It provides better recommendations, identifies revenue opportunities and informs executive decisions, which results in greater growth and better relationships with customers, carriers, and other stakeholders. You have a wealth of data but without the right tools, you could be digging in the dark. RiskMatch can help you unlock your data. These questions are answered by RiskMatch brokers and agencies. They average 7% higher renewals, and cross-sell 1.4 additional products per customer. Analytics in Your Inbox provides account managers and producers with valuable insights into renewal information, commission insights and cross-sell possibilities. You can view your entire business in one place in real-time. It can be accessed by office, producer and product as well as industry, insurer, and premium band.
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    Novidea Reviews
    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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    Zelros Reviews
    Your advisors and policyholders will receive instantaneous, in-depth advice and assistance in choosing the right coverage. Make the most of modern data. Remote work with intelligent applications Streamline customer service and distribution for exceptional customer experiences. Your organization will benefit from new skills and expertise across all business lines. You can run on our secure cloud or on-premise. Enterprise-level data anonymization, traceability, and regulation compliance (IDD and GDPR) are all available. Quick integrations with our partners Salesforce and Microsoft 365 allow you to connect seamlessly to your existing ecosystem. You can deploy and monitor critical AI-driven production processes, including claim handling and cover subscriptions, without worrying about fraud detection.
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    Insurity Reviews
    Our modern, API-based architecture facilitates quick, seamless implementations. Insurers can quickly and easily create their own apps and integrate third party services in a low-code/no code environment, allowing them to respond to changing market needs. Keep your customers and your competitors one step ahead Our cloud-based, secure solutions offer the best in industry service levels, cost-efficiency, flexibility and scalability. Insurity's RESTful API architecture, low-code/no-code development environment and advanced RESTful API architecture allow insurers to quickly and easily create their own applications. This allows them to provide customized customer experiences and respond to market needs. Insurers can now gain industry-leading business intelligence and optimize their pricing, risk selection and claims processing with our predictive analytics solutions.
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    INSXCloud Reviews
    INSXCloud is your marketplace for both on-exchange ACA plans and off-exchange ancillary coverage like dental, vision, and short-term options. Since the Federal Marketplace opened in 2014, INSXCloud has helped agents, agencies, as well as issuers, with the quoting process and enrollment for individuals and families who have chosen Affordable Care Act and ancillary coverage. Since 2014, INSXCloud has helped over 2 million people enroll in ancillary and on-exchange coverages. e-Commerce on terms: The EDE version INSXCloud was designed to allow for direct-to-consumer and agent-led enrollments. You control the marketing to your clients when you work with us. We don't manage it. Our site offers time-saving features such as the upgraded provider lookup which tells you which doctors accept certain plans and a Pay Now’3 feature for many carriers that allows you to set up clients’ payments.
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    Milliman Reviews
    Insurance companies are drowning in data. The question is how can you extract value from it? Milliman is a pioneer in the development and application of analytics solutions to improve decision-making, measure and manage risks, increase predictive accuracy and automate complex tasks. We can help you uncover powerful hidden insights by leveraging our hyper-scale cloud technology as well as innovative statistical approaches. We provide regulatory assistance for life and P&C insurance. We can help you with financial exams, rate filing and model reviews related catastrophic risk. We can review models for both life and P&C insurance. Validate third-party and internal catastrophe modeling to reduce risk exposure. This will improve decision-making and reduce risk. We can help you create accurate and actionable financial projections using our advanced modeling tools and global knowledge. To ensure compliance, we help you understand the consequences of any pending changes in reserves or capital.
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    Applied Analytics Reviews
    Your business's raw data can be transformed into powerful insights. The first insurance data analytics tool specifically designed for your business allows you to access multiple levels and analysis on key performance indicators related to your agency's book, employee operations, and relationships with insurers. Applied Analytics™, a visual interface that is easy to understand, allows you to extract powerful business insights from your existing management systems data. This will allow you to increase employee productivity and improve client and insurer relationships. Get a consolidated view on internal operations, including key performance indicators that are based on employee performance trends and success rates as well as progress towards achieving projected goals. Analyze key business KPIs and client portfolio developments to maintain client revenue and create additional revenue streams.
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    Ivans Insights Reviews
    Ivans Insights, unlike any other solution available in the insurance sector, gives you the agency insight you need. This tool allows carriers to search through multiple data points in a quick, efficient, and powerful way. It provides valuable insights into business and performance. When making partner decisions, you can access agency information that is important to you. Find agencies that have the type of business you are looking for. Learn about the download business of your agency and its strengths. Search your current partner agencies for details that you can't find anywhere else. New and existing partners can help you grow. Find new agencies by searching for what's important for your market segment. This includes attributes of the book of business, location and key performance indicators. You will receive monthly reports with agency details.
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    Assured Allies Reviews
    Combining data science and a human-centered approach to achieve the best aging outcomes both for families as well as insurers. The result of declining health and function with age is costly for families, insurers, and society as a whole. Successful aging can slow down, or even prevent, deterioration. It allows older adults to live with dignity and choice in the places they call home. We know who to help, when to help, and how to help. We use evidence-based interventions that have been proven effective in population management. Our patent-pending technology combined with a human-centered approach helps us shift populations towards successful aging. To prevent further age-related decline, the optimal timing and frequency for interventions is identified. Analyzes blocks to maximize the effectiveness of interventions and increase block level ROI. Individuals are supported to achieve their goals in relation to ageing.
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    UrbanStat Reviews
    UrbanStat offers more than 20 modules that will help you manage your portfolio, automate underwriting, select the best risks and price more accurately with geospatial data or machine learning algorithms. From high-level portfolio analytics to transactional-level pricing and risk selection, UrbanStat has it all. UrbanStat is your one-stop shop for property underwriting, both in commercial and personal lines. UrbanStat has more than 30 data points for each property in the US, Canada and Europe. A single platform to manage your portfolios across borders. You can integrate with UrbanStat in as little as 4 weeks. We have the solution for you, whether you need to integrate at file system or database level. Integrations with Duck Creek, OneShield, and Guidewire are all readily available. This is our full automation mode. You can set up exposure alerts once, and our technology will notify you if areas start accumulating more exposure.
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    RiskVille Reviews
    RiskVille helps you automate core routine tasks in policy, claims, and risk management. All your day-today operations, including customer relationships, claims and policies, can be managed in one system. RiskVille, a cloud-based software solution for all types of insurance businesses, is designed to help you manage your day-to-day operations. We are familiar with your business and understand how important it is to have a complete picture of your business. We also know how important it can be to accurately and carefully execute daily operations. RiskVille automates your employees' routines, freeing them from the burden of doing repetitive tasks. Audits are something we all face. We want to smile and feel secure, compliant, and comfortable with them. Making audit processes simpler will improve compliance. RiskVille conforms to GDPR and is hosted on the secure Microsoft Azure platform. This ensures safety and security for your data as well as your processes. Clients can expect more from you by allowing them to access their policies and claims online. You can also remind them about renewals.
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    MediClaims Reviews

    MediClaims

    WLT Software

    $1 one-time payment
    WLT's MediClaims program offers a cost-effective and straightforward approach to benefits and claims administration. WLT's integrated EDI processes and rules-based architecture allow for claims to be processed quickly and accurately. MediClaims offers a wide range of benefits and claim types, including Prescription Drugs, Vision, Medical, Dental, Vision, Prescription Drugs, Consumer-Driven Healthcare, Disability, Capitation processing, as well as processing capabilities. WLT's MediClaims system allows you to set up your groups for a single or multiple lines of coverage. Without reliable information systems, no plan can function efficiently. WLT is committed to using the most modern technologies available, providing you with the most flexible and sophisticated systems possible.
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    ReFocus AI Reviews
    ReFocus, an AI platform that uses customer interactions to determine customer needs and match products and services to their needs, is called ReFocus. Maximize your sales opportunities and get to know your prospects' needs and wants before they even meet you. You can maximize every account rounding opportunity by gaining real-time insight into the buyer's needs and wants. Align sales opportunities with customer adoption, increasing customer acceptance of products and services. ReFocus AI utilizes live data to improve decision-making, streamline sales processes, and ensure customer satisfaction. ReFocus uses live data to improve decision-making, streamline sales processes, and ensure customer satisfaction. ReFocus delivers the best forecasts, analyses, and time-savings options when you need them most. We need more mobile solutions in an ever-changing world. ReFocus is always available, no matter where you are.
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    InsurancePlus Software Series Reviews
    USSI is proud that it offers its entire range of professional insurance software solutions. These software solutions are designed to be a complete turnkey administration solution. USSI's comprehensive software solutions will ensure that your insurance company operates at the highest level in a changing and competitive market. USSI's InsurancePlus Individual Life and Health Administration software solution manages the books of business for traditional and new non-traditional Life and Health insurance businesses. Products supported include Whole and term life, interest sensitive, final Expense, annuities, supplemental health, and others. USSI's InsurancePlus Group Life and Health Administration software solution manages the books of business for Group Health insurance providers, Self-Insured Funds and TPA's. The supported plan offerings include Point of Service and Major Medical, Term Life and High Deductible, Traditional Insurance, etc.
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    FormFire Reviews

    FormFire

    FormFire

    $399 per month
    Employers should spend less time managing the benefits of their group and more time focusing on their core business, which is people. Small groups can be sold, quoted, and maintained without the need for multiple platforms and paper. FormFire makes it easier to manage group benefits for small groups. FormFire's platform simplifies the process of collecting employee data. It also allows brokers to retain and gain more clients. You can instantly quote all available plans, regardless of whether they are ACA or medically underwritten. Employers can make the best decisions about the plans they offer on a digital marketplace, from major medical to pet insurance, with the guidance of a trusted broker. Employees can choose plans online and compare prices and options in real time.
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    Earnix Reviews
    Earnix-powered solutions are based on data and analytics. We use world-class data science, optimization algorithms, machine learning capabilities, and analytical modeling tools to deliver the most personalized and affordable financial product to every customer. We facilitate the integration of traditional GLM/GAM models and ML models, with a focus on ensuring that these models can be used for pricing, rating and personalization strategies. We created a Hybrid Model that combines the predictive power of ML models with the causal inferencing from classical statistical models. Earnix offers a variety of optimization algorithms that can be used to deal with different pricing and rating structures, regulatory and business requirements, as well as market scenarios. The algorithms can solve complex portfolios, lifetime values, multi-product rank, and customer-centric optimization issues.
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    CoverWallet for Agents Reviews
    CoverWallet For Agents, an Aon Company, is a technology platform that allows Insurance agents to have one point of entry to multiple carriers and lines. It provides agents with a quick, simple, and cost-effective way to provide commercial insurance to their customers. One application for multiple lines, including General Liability and Professional Liability. The application saves time by prefilling information and skipping unnecessary information as you enter it. Available on desktop, tablet, and mobile devices. Instantly compare quotes from top national carriers. No appointments required. You can instantly compare quotes and adjust coverages and limits with the click of one button
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    Mind Foundry Reviews
    Mind Foundry is an artificial Intelligence company that combines research, innovation, usability, and usability to empower teams using AI that is built for people. Mind Foundry was founded by world-leading academics. It develops AI solutions to help public and private sector organisations tackle high-stakes issues. Mind Foundry focuses on human outcomes and long-term impacts of AI interventions. Our platform is intrinsically collaborative and powers AI design, testing, and deployment. It enables stakeholders to responsibly manage their AI investments with a key focus on performance and efficiency as well as ethical impact. It is based on scientific principles and the understanding that ethics and transparency can only be added after the fact. The combination of quantitative and experience design makes collaboration between humans, AI and AI easier, more efficient, and more powerful.
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    LexisNexis Active Insights Reviews
    Active Insights provides actionable intelligence that can help you increase retention, reduce loss ratios, and identify new opportunities. Active Insights helps you anticipate key events in your book of business. Active Insights offers a proactive, practical approach to understanding the changing needs of your customers. Engage customers at the right moment to grow your existing relationships and expand your business. You can opt to receive alerts about specific events so that your premiums reflect changes in risk. You can fine-tune your messaging strategies to make it more efficient, precise, and timely. Active Insights quickly matches your life events to your book policies and notifies your business of any significant changes that could affect your customers or your business. You will get a complete understanding of your book, and the information you need in order to prioritize customers and manage your risk.
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    i-underwrite Reviews

    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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    TrustEngine Reviews
    The Borrower Intelligence Platform by TrustEngine helps lenders to increase loan applications, build loyalty with customers, and boost borrower retention.
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    Zywave CPQ Reviews
    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.
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    Novo Connection Reviews
    Novo Connection makes it easy to get self-insured insurance quotes in minutes instead of days. Advisors can use the Novo Connection platform to easily model various self-funding strategies and understand a group’s risk. They can also customize plan designs and components and secure competitive stop loss coverage to match their plan designs. We take the guesswork out shopping for program components. Our vendors have been thoroughly vetted by industry experts to ensure you get the best quality and service. Novo Connection will not only save you time, but it will also help you save money! Pre-negotiated vendor rates offer significant savings on everything, from customized program points to stop-loss.
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    Insureio Reviews

    Insureio

    Insureio Technologies

    $25 per month
    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.
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    ISMIS Reviews
    ISMIS offers market-leading functionality out-of-the box, with the flexibility to adapt and add new features. Our UK-based experts, Chartered Insurance Institute, and Microsoft-qualified Insurance Technologists are available to support you from planning through to implementation and ongoing support. Our fully hosted, web-based platform ISMIS was designed for MGAs as well as insurers. It allows for incredible speed-to market and scalability. ISMIS allows you to sell and manage your products directly through your broker network or via integration with aggregators or comparative broker platforms. You can use the full point-of-sale functionality for quote, transact, and produce high-quality PDF policy documentation to cover new business, midterm adjustments, cancellations, and renewals across a variety of product types.
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    Compulife Reviews

    Compulife

    Compulife Software

    $180 per user per year
    Agents can easily and accurately quote life insurance coverage for their clients with this full-featured quoting tool. It includes rates from over 100 life insurance companies. You can get quotes for Term, Return on Premium, Simplified Issue and Guaranteed UL products. Instantly add life insurance quotes to any website. The Website Quoter integrates seamlessly with your existing website and automatically adjusts to fit any screen size. This ensures that your website looks great on all devices. You can choose which life companies you wish to quote and where you want leads to go. Compulife Basic quoter allows you to run life insurance quotes from any computer, tablet or phone that has an internet connection. It can be used on any device, including a PC, MAC or iOS.
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    QuoteClick Reviews

    QuoteClick

    QuoteClick.com

    $19 per month
    QuoteClick.com is a web-based insurance product that offers quotes for individual and family dental plans in all 50 States. Insurance comparative rating software automates policy underwriting and rating management for insurance companies and agencies. It is easy to integrate your website and enjoy all the benefits of online rating right at your client's fingertips. We provide an agent link to your website that takes them to a landing site where they can enter their zip code. The results of the dental plan search are displayed in order from the lowest to highest monthly rate. After selecting a plan, the client reviews the services and submits an online application. The client can then fill out the application online or upload it to the dental plan company using your agent code.
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    LTC Quote Plus Reviews

    LTC Quote Plus

    StrateCision

    $25.00/month/user
    LTC Quote Plus, the industry standard for comparing LTC rates and is the successor to StrateCision’s highly acclaimed LTC Quote program. LTC Quote Plus allows you to: Get quotes for one client or two for almost all current LTC insurance plans. You can choose from a variety of benefits, including special riders that are unique to your policy. You can create single or multiple proposals, up to 6 per page. Additional illustrations are available, such as the cost of waiting, inflation protection benefits and alternative premium tables. Quotes are state-specific and designed to reflect the software used by carriers. StrateCision's LTC quote Plus is an enhanced program that adds many features requested from users, including: Save and retrieve your proposals Screen preview of all illustrations Find all plans that offer the benefits you want, and These should be ranked in order of increasing premium Benefits for spouses that synchronize Clients can receive e-mail illustrations
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    AgentExpress Reviews
    AgentExpress is more than a standard quoting and enrollment platform. We have modernized the traditional CMS experience to make it easier for brokers to succeed in today's changing landscape of insurance professionals. Our agents are able to create amazing experiences for their clients by combining technology, training, support, and a foundation of technology. With decades of experience in technology and insurance, the AgentExpress platform was built. AgentExpress is the industry leader for Medicare Advantage, MAPD and PDP, Medigap and Final Expense life quoting and enrollment broker technology solutions. AgentExpress will provide a dedicated team to help you succeed. Get in-depth training on technology, sales and product development to grow your business. You can train with our team, join our weekly webinars or learn at your own speed with our industry-first microlearning platform for insurance agents.
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    IBQ Commercial Comparative Rater Reviews
    It's easy to do a commercial comparative rating. All data entered in one place. There is no need to visit multiple carriers websites to get quotes. You can skip retyping the same data into different carrier systems. This will increase accuracy and decrease the chance of errors. So your customers can get the best deal, you can offer quotes from multiple carriers. You can also let them self-serve and get a quote directly from your website. Export customer data to IBQ for remarketing. You can also quote in IBQ to export to your agency management software. No extra charge. There is no need to search for the class codes for every company. It's easy to find the right class for any quote with our innovative lookup function. You can quickly and easily quote the most popular commercial lines right from one spot.
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    HealthSherpa Reviews
    Healthcare.gov has made it easier for HealthSherpa to enroll in Affordable Care Act plans. We work with employers, insurers, agents, nonprofits, and consumers to help them enroll as many people as they can in these comprehensive, subsidy-eligible health plans. We power insurance companies' websites so they can enroll people in Affordable Care Act plans. We offer superior enrollment technology, a CRM and communication tools for insurance agents so they can enroll more clients in plans that are right for them, faster. We have over 40,000 agents using our platform. We offer decision support tools for consumers to help them choose the right plan for their healthcare needs. HealthSherpa has more than 5,000,000 consumers enrolled in coverage. We offer all the same plans, prices and benefits as HealthCare.gov.
  • 46
    Elpha Secure Reviews
    A complete cyber defense strategy will help you work confidently and reduce risk. Today's sophisticated cyber-attacks are more sophisticated than security measures from yesterday. The problem is too serious for business owners to ignore. A single cyber breach can cause financial ruin for your business. A tailored cyber policy that is affordable and accessible is the solution. It is difficult to implement piecemeal cyber software because it is costly, complex, and difficult. All-in-one software is easy to use and implement. Advanced security software can be embedded in cyber insurance policies for critical coverage that helps manage your cyber risks. Elpha Secure is the only elephant in your room. Full coverage and first-rate software offer more robust protection for a lower price. A simplified, AI-powered underwriting process that delivers a quote right away.
  • 47
    NIS Reviews
    NIS has been providing technology solutions that are industry-leading to the travel, expatriate and health insurance industries for more than 20 years. Our software products are trusted by customers and partners around the world. They provide complete coverage for the entire insurance value chain. Our solutions are highly customizable and can be tailored to meet the needs of your company through our innovative configuration toolkits. Individuals and families are insured before, during, and after travel. Insurance for working professionals and their families while they are abroad. Individuals and families can be covered for medical emergencies and treatments. Insurance that covers x-rays, exams and preventive cleanings. Incapacity to live normally in the event of illness or injury. Group insurance for employees or members of a company.
  • 48
    PL Rating Reviews
    The industry's most trusted personal lines comparative rater will help you close more business in a shorter time. Compare live quotes from all carriers, side-by-side, in one location. PL Rating is the most trusted comparative rater and has connections to more than 300 carriers in 48 states and DC. You can present multiple rates and coverage options for your clients in the same time as it takes captive agencies or direct writers to generate a single carrier quotation. You can save time by accurately quoting dozens of carriers with over 300 real-time connections. This is much faster than it takes to generate one quote through a carrier website. PL Ratings offers package, flood and consumer rate quotes, which can all lead to higher revenue. Customers can also be retained better by having them close faster. Perform faster and more accurate data entry: PL Rating allows you to validate the information associated your customers.
  • 49
    Equisoft/centralize Reviews
    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.
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    Quotit Reviews

    Quotit

    Quotit

    $199 per month
    All-in-one insurance enrollment, quoting, and lead management system for insurance professionals. Quotit can transform the customer experience by providing solutions that are convenient, personalized, and automated, no matter if your primary business is via traditional face-to–face, telephone, or E-commerce sales. To delight your clients, invest in health insurance software. We have the right solution for you, whether you need a turnkey solution or access consolidated data and functionality. Access to hundreds of health plan data from across the country is part of our out-of the-box solutions and stand-alone cloud APIs. This will be the backbone of any operation.