Alternatives to PlanSource

Property and casualty insurers require a solution that allows for personalized engagement, unrestricted innovation, and efficient growth. At Guidewire, our dedication to your success is unwavering. We integrate digital solutions, core operations, analytics, and AI to provide our platform as a cloud-based service. With the industry's largest research and development team, service team, and partner ecosystem, we continuously adapt and innovate to serve your evolving needs. This commitment has led over 450 insurers, ranging from startups to the most intricate organizations globally, to rely on Guidewire. We prioritize authentic relationships with customers, potential clients, partners, and investors, fostering communication through well-reasoned arguments and a focus on quality product development, making informed decisions based on solid evidence. Recognized as the most reliable platform in the industry, Guidewire has been the preferred choice for over 450 insurers worldwide, illustrating our strength in the market. With our comprehensive support and innovative solutions, we empower insurers to navigate their challenges effectively.

Workterra is a fully configurable, easy-to-use benefits administration and enrollment platform built to simplify the growing complexity of benefits for HR and employees. Leading employers, brokers and carriers choose Workterra for its unmatched flexibility, robust reporting capabilities, and intuitive user experience. In addition to industry-leading technology, Workterra offers a comprehensive suite of administrative services to help clients with all of their benefits needs, including ACA reporting, FSA/HSA & Commuter Benefits, COBRA & Retiree Administration, Consolidated Billing, QMCSO, EOI Processing, Call Center Services, and more.

Insuresoft's Diamond Billing solution aims to equip insurers with precise, instantaneous data and self-service features tailored for agents and policyholders alike. This system empowers agents to efficiently oversee their operations while allowing policyholders to manage their coverage whenever they choose. By automating routine processes, it ensures that tasks are handled correctly and supports real-time adjustments to payment plans across various options. Additionally, it adeptly manages scenarios like non-paid cancellations and reinstatements, which streamlines service delivery and boosts overall policyholder satisfaction. Its customizable design meets the specific requirements of both agents and policyholders, facilitating the adoption of flexible pay plans that align with clients' needs and enabling mid-term changes to payment arrangements. Moreover, Diamond Billing supports an extensive range of payment methods, including mobile transactions, online payments, credit cards, electronic funds transfers, checks, or cash, ensuring convenience for all users. This comprehensive approach not only enhances user experience but also fosters stronger relationships between insurers and their clients.

BillingPro is an innovative and adaptable billing solution crafted to equip Property & Casualty (P&C) insurers with personalized billing experiences, leveraging flexible low-code technologies. It manages the entire lifecycle for various P&C lines of business and billing types, accommodating customizable payment plans that can be modified with ease. The platform enhances customer satisfaction by enabling omni-channel payment options and communication methods. Featuring top-tier configurability and rules-driven capabilities, BillingPro simplifies billing processes through the automation of billing and payment tasks, real-time transaction tracking, and precise management of costs such as premiums, taxes, commissions, discounts, surcharges, and additional fees. This level of automation not only mitigates billing leakage but also shortens collection periods, thereby boosting operational efficiency. Furthermore, sophisticated accounting dashboards provide comprehensive insights into billing, collection, and payment processes, ensuring that insurers have the necessary data to make informed decisions. Ultimately, BillingPro empowers insurers to deliver a seamless financial experience to their clients, fostering stronger relationships and greater trust.

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

Symplast offers an all-in-one solution tailored for Plastic Surgeons, Medical Spas, and similar practices. Featuring an easy-to-use Patient App, robust Marketing Analytics, a top-tier EHR system, a comprehensive Practice Management System, and efficient Insurance Billing, Symplast ensures your practice flourishes! Enhance patient interactions through straightforward and efficient charting methods. Accelerate your workflow by composing or dictating EHR notes using customizable templates, or even creating your own. Save countless hours in your practice with features like online appointment requests, a digital portal for new patient intakes, and secure automated appointment reminders that comply with HIPAA regulations. Your patients will appreciate the reassurance of staying connected via real-time, two-way messaging, media sharing, appointment reminders, and additional features that enhance communication. Additionally, doctors, patients, and staff can conveniently share images, videos, and files with just a click, while easily tagging media for marketing initiatives and maintaining organization through a global catalog. With Symplast, managing your practice becomes not only efficient but also more connected than ever before.

In the competitive landscape of today’s insurance sector, having the right tools is essential. Whether you are overseeing the entire product life cycle, introducing innovative offerings, or analyzing your commercial data, our management system is designed to help you achieve your goals efficiently, dependably, and within your budget. Underwriting can range from straightforward to exceptionally intricate, and it’s crucial to determine which risks you prefer your underwriters to assess. Our policy administration platform empowers you to create nearly any insurance product, utilizing an extensive library of bureau content as a foundation while allowing you to customize rates, regulations, and forms to your specifications. This is a policy administration system that stands by its commitments, ensuring quick turnaround times, consistent performance, and an affordable entry point. Furthermore, Instec offers an adaptable billing solution that accurately handles a variety of payment plans, billing types, and commission structures, enabling you to maintain a robust cash flow by providing seamless access to your commercial data. With these capabilities, you can confidently navigate the complexities of the insurance market and focus on growing your business.

InsureBill serves as an all-encompassing billing solution tailored to effectively oversee the revenue aspects of insurance companies. It accommodates both individual and multiple policy accounts, facilitates various payers for policies, and includes non-premium billing elements such as deductibles, claim payments, recoveries, and subrogation. The platform boasts an extensive range of features that enhance cash flow while delivering timely, comprehensive, and seamless reports that boost overall efficiency and productivity levels. With its remarkable flexibility and user-friendly design, InsureBill streamlines operational cycles, resulting in increased productivity among internal staff and lowered operational expenses. The system enables teams to manage a greater volume of transactions without increasing headcount, achieving a higher level of efficiency in the process. Furthermore, InsureBill's exceptional scalability and adaptability ensure that it can grow alongside organizations, making it a crucial consideration when assessing potential returns on investment. This adaptability not only meets current demands but also prepares businesses for future challenges in the ever-evolving insurance landscape.

Applied Pay serves as an all-encompassing digital payments platform tailored for the insurance sector. It integrates effortlessly with systems like Applied Epic, Applied CSR24, and EZLynx, allowing for the automation of payment collection, processing, and reconciliation tasks. This integration empowers agencies to provide clients with a secure and user-friendly method for making premium payments online, accessible from any device. Supporting a range of payment options, including ACH transfers, credit and debit cards, and eWallet solutions, Applied Pay offers insureds ample flexibility in how they settle their dues. The platform enhances the payment experience with features like next-day funding, the ability to pay multiple invoices at once, and options for setting up recurring payments. Additionally, it provides real-time insights into all payment transactions via an intuitive dashboard, which aids in the effective management of accounts receivable. By streamlining workflows through automation, Applied Pay minimizes the risk of manual errors, maintains compliance with PCI and NACHA standards, and mitigates the liability faced by agencies. Furthermore, its comprehensive capabilities allow agencies to focus more on their core business activities while ensuring a smooth payment process for clients.

AI Insurance is a cutting-edge, cloud-based platform that leverages artificial intelligence to enhance and automate insurance management workflows for program managers, captives, third-party administrators, and risk retention groups. By integrating multiple functionalities into a unified interface, the platform facilitates claims management, financial tracking, digital portals, application processes, premium billing, policy issuance and signatures, rating engines, and data management. Among its standout features is AI-driven automation for tasks like invoice auditing, where defense counsel invoices are meticulously analyzed against established guidelines to thwart unauthorized legal fees, as well as application parsing that efficiently gathers data from received applications to fill out forms automatically. Furthermore, the platform boasts indemnity prediction capabilities, asserting a 25% increase in accuracy compared to traditional adjusters after one year of use, which aids in generating cost predictions and actionable recommendations for claims. This innovative solution not only enhances operational efficiency but also empowers users with valuable insights to improve decision-making in the insurance field.

Portia is an innovative therapy-first ABA software designed specifically for ABA clinics, integrating practice management, electronic medical records, insurance billing, curriculum development, and data collection into one cohesive platform. The accompanying PortiaPro mobile app is accessible on both Apple and Android devices and boasts full offline functionality. For users without a cellular plan or Wi-Fi access at a client's residence, the app can be pre-loaded with sessions to ensure continuity. Additionally, the app records GPS locations and synchronizes captured data to the Portia server every thirty seconds, allowing BCBAs to observe incoming data in nearly real-time. Each entry includes a time stamp, providing precise details on when recordings were made. Users can also view and modify both the scheduled and actual session times, enhancing the flexibility and accuracy of the management process. This comprehensive approach ensures that ABA clinics can operate efficiently while maintaining high standards in client care.

Maximize your revenue, streamline automation, and gain immediate insights while ensuring compliance with ease. Start your transition to an automated future today with BFLOW®. Distinct from other solutions, BFLOW® is specifically tailored for DME businesses, providing all necessary forms and tools to keep your cash influx steady and your operations compliant. Avoid the pitfalls of DME platforms that complicate processes, leading to frequent errors in medical claims and diminished cash flow. Our innovative cloud-based DME software offers operators an intuitive interface at significantly lower costs. With the BFLOW Performance Management Dashboard, you can simplify your operations through multi-channel billing from a single, cohesive application. This includes features for retail POS, insurance billing, patient billing, and B2B invoicing—all integrated into a comprehensive solution that comes with our standard pricing plan. Experience the difference of a software designed specifically for your needs and watch your business thrive.

A robust management system is essential for your agency as it serves as its foundation, necessitating a platform that can efficiently oversee your entire operations while adapting to your growth. Applied Epic® stands out as the most widely utilized management software globally, providing comprehensive oversight of your agency across various roles, locations, and lines of business, which includes both property and casualty as well as benefits. With our browser-native Applied Epic software, your team can effortlessly access vital data, reduce software maintenance demands, and swiftly harness the advantages of new features. Construct your agency on a platform that streamlines back-office functions, keeps your front office sales team in sync, and seamlessly integrates with customer service and insurer connectivity solutions. Ensure that your staff enjoys a user-friendly experience, allowing them to efficiently access account and policy information, generate quotes, submit claims, and handle renewals with just a few clicks. This efficiency not only enhances productivity but also boosts employee satisfaction as they navigate their tasks with ease.

Autorox offers a comprehensive Total Garage Management platform that integrates a variety of essential services. This innovative solution delivers instant, real-time estimates for car repairs, facilitates insurance billing, and includes an extensive parts catalog along with efficient inventory management. Users benefit from insightful reporting and dashboards, as well as vehicle condition assessments that allow for photo documentation. The platform also features a user-friendly mobile app and a product sales module, among other functionalities. By optimizing processes and ensuring prompt access to crucial information, Autorox can significantly decrease claim processing time by up to 50%. Additionally, the built-in catalog of OEM and aftermarket parts, coupled with labor pricing, enables rapid construction of repair estimates. Ultimately, Autorox helps mitigate unnecessary costs stemming from inaccurate estimates, redundant replacements, and other inefficiencies. This all-encompassing solution is designed to enhance both productivity and profitability for automotive businesses.

Capsule serves as an innovative software solution for enrollment and billing, aimed at improving the services offered by Third-Party Administrators (TPAs), insurance providers, and associations. Created by MPB Solutions LLC, this software leverages cutting-edge development technologies to set the standard in enrollment processes and integrated billing and remittance functions. It generates invoices for multiple insurance premiums by merging enrollment information with specific business logic tailored to the demands of billing management. Designed to prioritize reliability, precision, and ease of use, Capsule has maintained its core code for almost seven years, successfully producing over 1,000 invoices each month while supporting close to 80,000 employees and their dependents, which underscores its effectiveness with minimal errors or service interruptions. The platform also introduces a revamped user interface that aims to significantly streamline the monthly billing operations, further enhancing efficiency and user satisfaction. Overall, Capsule represents a significant advancement in enrollment and billing software, positioning itself as a critical tool for organizations in the insurance sector.

Stage 4 MD® represents the latest advancement in EMR and practice management software, designed by a practicing plastic surgeon. This HIPAA-compliant, cloud-based platform allows users to access it from any device with internet connectivity, ensuring flexibility and convenience. Its features include a user-friendly interface, integrated telehealth options, automated appointment reminders, adaptable charting, photo management, customizable quotes, digital consent forms, a patient portal, ePrescribing capabilities, comprehensive reporting, and CRM consult follow-ups, among others. Additionally, insurance billing will be implemented this summer. Users can take advantage of a complimentary 30-day trial with no initial costs, alongside free remote training, technical support, and assistance in migrating existing data. During the ongoing coronavirus situation, all monthly fees are waived while your office is closed. Subscriptions operate on a month-to-month basis, requiring no long-term contracts or annual maintenance fees, and the first doctor can access the service for just $650/month with unlimited users and devices. Now is the perfect opportunity to transition while your office is temporarily shut down; reach out to us for a demonstration of the software. By doing so, you can ensure a smoother and more efficient operation for your practice moving forward.

Our cloud-based Practice Management solution allows for seamless billing management, enabling your practice to swiftly determine and verify patient insurance benefit eligibility and copay amounts. This system works in conjunction with various clearinghouses and facilitates efficient accounting book management. It simplifies the reconciliation process for patient accounts and insurance billing and supports quick online patient payments along with EOB/ERA processing. The robust task management feature of our healthcare practice management system allows users to efficiently locate and assign claims for review through an intuitive filter-based search function. Users can filter outstanding claims utilizing approximately 100 different criteria, such as the responsibility of payment between patient and insurance, payer classification, provider details, service dates, aging buckets, and reasons for denial. Additionally, the filters can be saved for future use, enhancing workflow efficiency and organization in managing claims. This integrated approach not only streamlines operations but also significantly reduces administrative burden.

Eligible offers robust APIs that seamlessly integrate insurance billing functionalities into your applications. Our certifications provide reassurance to patients and healthcare providers that Eligible adheres to the highest standards of privacy and security while managing millions of healthcare cases monthly. We recognize the importance of a well-established information security framework in fulfilling both Eligible's and our clients' objectives. We are pleased to share that we have successfully completed our Type II SOC2 audit, which reinforces our commitment to safeguarding protected health information. This achievement not only underscores our dedication to security but also builds trust with our customers and partners regarding our obligations to protect sensitive data. With our APIs, you can effortlessly enhance the patient insurance billing experience for your users, allowing you to run estimates, verify insurance, and submit claims for patients seamlessly. Experience the ease and efficiency that our technology brings to healthcare billing processes.

William, the advanced automated premium billing and payments platform by Certifi, streamlines membership accounting, payment management, collections, and remittance specifically for digital benefits-based billing. With William, users can enjoy the convenience of fully electronic billing transactions across intricate billing situations, which include payer-sponsored marketplaces catering to both group and individual demographics, as well as specialized segments like Medicare Advantage and Medicaid. This robust enterprise-class accounting system ensures compliance with GAAP standards while providing clear audit trails for effective general ledger management. Additionally, all customer-facing invoices, reports, portals, and tools are customized to align seamlessly with your organization's branding. The platform also features rules-driven communications for managing delinquency and policy terminations, facilitating everything from initial notifications to eventual policy suspension or termination. Moreover, both consumers and employers benefit from the flexibility to establish either one-time or recurring payments, utilizing their preferred methods of payment. This comprehensive approach not only enhances user experience but also reinforces the importance of maintaining financial accuracy and transparency within the billing process.

OneShield Billing is an all-encompassing payment and receivables management solution designed specifically for Property & Casualty (P&C) insurers within personal, commercial, and specialty sectors. This system efficiently manages every phase of the billing process, encompassing invoicing, reconciliations, and reporting, which boosts operational efficiency, accelerates profitability, and improves customer interactions. It oversees the complete billing lifecycle, facilitating tasks such as invoice creation, monitoring payables and receivables, and rapidly addressing inquiries from customers and partners alike. The platform includes advantageous features like web portal access, integrated commission management, adaptable equity-based billing, payment and delinquency plans, as well as smooth integration with external document and payment systems, all of which greatly elevate service quality for agents and clients. OneShield Billing can be utilized independently or as a component of the OneShield Enterprise suite, offering easy configuration options for deployment either on-premises or in a cloud environment. This flexibility ensures that insurers can tailor the system to meet their specific operational needs.

Grappler is an innovative cloud-based accounting automation tool specifically designed for the international insurance industry, effectively tackling the back-office difficulties encountered by syndicates, managing general agents (MGAs), service firms, cover holders, agencies, and insurers. This software enhances decision-making by providing essential financial metrics, aiding in strategic planning for the future, and facilitating ongoing forecasting efforts. By utilizing automation and advanced machine learning techniques, Grappler streamlines manual reconciliation tasks, which boosts accuracy and expedites the alignment of payments with policies. Notable functionalities include the automation of daily, monthly, and annual closing processes to mitigate risk and strengthen control; the modernization of legacy bordereaux document workflows to ensure clear visibility of cash positions; the eradication of unallocated cash and clarification of debtor statuses; and the provision of comprehensive dashboards, analytics, and reporting capabilities for all ledgers, which highlight unallocated cash, debtor positions, and customer performance metrics. Furthermore, Grappler empowers users by presenting actionable insights that drive better financial management and operational efficiency in a rapidly evolving insurance landscape.

Pysquel represents a cutting-edge solution for insurance billing, collections, and practice management tailored specifically for mental health professionals. This robust software platform not only enhances the efficiency of mental health practices but also significantly boosts their profitability through its extensive range of features. Among its primary functionalities are claims management, appointment scheduling, Electronic Data Interchange (EDI), billing and invoicing, as well as tools for creating assessment and treatment plans, progress notes, and a patient portal. Additionally, Pysquel includes personnel management capabilities, making it a comprehensive tool for mental health service providers looking to streamline their operations. Overall, Pysquel stands out as an essential resource for practitioners aiming to improve both administrative tasks and patient care.

Engagement AdvantageSM from Fiserv provides a comprehensive solution that allows your business to present the billing and payment options that your customers are looking for, enhance engagement to foster growth, and improve your competitive edge in customer experience. In today’s market, individuals anticipate tailored interactions and easy choices in every encounter. Cater to their varied preferences and efficiently compete on customer experience by leveraging innovative technologies and expertise, all while avoiding unnecessary costs and complications in your operations. There are multiple methods to distribute bills and numerous ways to connect with the recipients of those bills. Regardless of the delivery method, customers dedicate considerable time to reviewing their monthly bills; our findings indicate that, on average, individuals spend around two to four minutes per paper bill, and somewhat less on electronic versions. By utilizing highly personalized and branded bills, businesses can engage customers effectively, enable cross-selling opportunities, and ensure a seamless experience across various channels, ultimately leading to stronger customer relationships. This approach not only meets customer expectations but also supports sustainable business growth.

ACOM Health is a leading provider of superior billing services. RAPID by ACOM Health is a chiropractic office-specific solution. It offers the most comprehensive, efficient, and results-oriented solutions for electronic health records (EHR), notes and practice management. It also includes insurance billing and collections. Fully automated EHR workflow, charts and templates for chiropractors, as well as automated alerts are some of the key features. RAPID offers online patient registration, appointment reminders, self service registration kiosk, appointment reminders and many other features.

For over three decades, Prime Clinical has been offering expert services alongside their proven practice management software tailored for healthcare providers. Their ICD-10 compliant system, Intellect, efficiently handles various administrative processes including appointment setting and insurance claims, allowing healthcare teams to dedicate their efforts to providing exceptional patient care. Furthermore, Intellect seamlessly integrates with electronic health records (EHR), ensuring secure and smooth data transfer across all patient management systems within healthcare organizations. Users can send appointment notifications through various channels such as email, phone, or text, and meticulously track reimbursements for each CPT code on every invoice. The software also facilitates the generation of comprehensive reports on a monthly, quarterly, or yearly basis, which can be scheduled at any chosen time. Additionally, it supports shared scheduling and billing tasks across multiple practice locations, enhancing collaborative efficiency among healthcare teams. With such features, healthcare providers can maintain a high level of organization and patient engagement.

Our adaptable product framework allows you to create captivating products and experiences that resonate with your customers' needs. You can develop any kind of insurance offering tailored for specific regions and choose your preferred distribution methods. Whether you want to establish traditional lines of business or innovate for the future, you can do so with ease and minimal effort. At Socotra, we consider our platform to be dynamic software that evolves over time. As the pioneering true-cloud solution for insurance, we provide continuous, automatic, and complimentary upgrades. This ensures that Socotra consistently expands, incorporating new features and enhancements. Consequently, you receive fully functional, current software without disruptions or additional costs. From day one, Socotra is designed to be a ready-to-use product, eliminating the need to invest your valuable resources into a custom solution for your project. This enables you to begin configuring your insurance products immediately and experience tangible benefits right from the start. Ultimately, our goal is to empower you to focus on your core business while we manage the complexities of software evolution.

Mass Auto Garage Software Dubai, UAE is a complete solution for managing your garage management business. Automated solution that automates all processes of Garage business, starting with entry of the car into the garage and continuing with screening and tracking, including estimation, job card creation, tracking and tracking until it leaves the garage with a pass. Our software allows for complete business control over sales, inventory and operations. Mass Auto garage software allows you to seamlessly manage your workshop operations and drive your business growth. We offer ONE software for all your garage operations. These Features: Job Cards & Estimations Photos / Image Uploads Insurance billing Purchases, Inventory & Operation Reports & Financial Accounting Multi-Branch Management Life Time Software Multi-Device Compatibility Digital Signatures

Take complete control of your clinic with Practice Perfect, an all-encompassing EMR and practice management system that offers a comprehensive suite of features, including online patient booking, scheduling, billing for both private and insurance claims, clinical documentation, as well as reporting on revenue and essential operational metrics. We aim to provide you with the necessary tools to efficiently manage your practice and support its growth. Our cutting-edge Practice Perfect Management & EMR application is tailored to optimize clinic operations while delivering vital operational insights. Understanding that each healthcare facility has its unique requirements, we firmly believe that software should be customized to suit the user’s needs rather than forcing the user to adapt to the software. Unlike many other EMR solutions, every component of Practice Perfect has been developed internally. This ensures a seamless integration, allowing for a single access point for your data and a unified support contact for any assistance you may require. By choosing Practice Perfect, you are not just adopting software; you are investing in a solution that grows with you and your clinic.

User-friendly medical and paratransit scheduling and dispatch software simplifies the trip management experience, making it more efficient and cost-effective for NEMT companies. Based in Milwaukee, Wisconsin, TransitExec is a software provider dedicated to offering a comprehensive solution tailored for NEMT and paratransit operators. Our services are designed to be both accessible and economical, featuring a straightforward pay-as-you-go structure with no initial costs. The software encompasses vital functions such as scheduling, dispatching, automatic routing, customer management, insurance billing, tailored reporting, fleet oversight, and seamless integration with all Medicaid brokers for electronic trip management. The ability to quickly schedule and dispatch in real-time is crucial for the daily operations of a NEMT company, enabling the swift organization of rides and route optimization that leads to increased revenue per trip. By utilizing TransitExec's innovative scheduling and dispatching software, operators can effectively enhance their routes, leading to significant savings on fuel and overall costs, while also improving service delivery. Ultimately, this comprehensive solution empowers NEMT companies to thrive in a competitive landscape.

Our primary objective is to enhance the time you spend with your clients, which is why we have created intuitive software that simplifies administrative and documentation processes within the healthcare sector. The efficient and straightforward nature of our software frees up valuable time for your staff, allowing them to focus on their core responsibilities and client interactions. During an in-person consultation, we will collaborate with you to identify your specific needs, determine which standard modules are essential for your business, and discuss any custom adaptations or developments required. It's important to us that our software seamlessly integrates into your organization rather than forcing you to adjust to it. We firmly believe that our existing standard features can fulfill nearly all of your requirements. Additionally, our certified health insurance billing system ensures a reliable and effective transfer of data to public authorities, streamlining the process further. By prioritizing user experience and customization, we aim to foster a more productive environment for your team and clients alike.

CenterPoint Payroll software can be installed locally or remotely. It reduces the time and cost associated with payroll processing. You can set up system reminders to notify you when certain processes are required or when taxes are due. For example, you can pay your employee's medical insurance bills on 15th of each month or your taxes if your Federal Tax Liability account exceeds zero. All 50 State tax calculations, as well as some local tax calculations, are included. You can easily add your local tax to the examples provided if it is not included.

By utilizing the Salesforce platform, Veruna is revolutionizing the insurance sector, following in the footsteps of 80,000 businesses across various industries that have benefited from this technology for years. This innovative system empowers your agency to enhance sales, increase efficiency, and improve customer service. Veruna is designed specifically for insurance management, liberating you from the constraints that have hindered growth for too long. With a focus on prioritizing agency needs, Veruna enables organizations to tailor their software to align with their distinct operational processes by creating customized customer workflows, automating backend tasks, and integrating effortlessly with customer-facing tools and websites. It is now the moment for progressive independent agents to embrace transformation and demand more than the outdated solutions provided by dominant players in the market. Through Veruna, agencies can readily adjust their systems to focus on what truly matters—delivering exceptional customer service, expanding their business, and fostering innovative solutions to meet client needs. As a result, agents can expect a significant shift in how they operate, leading to a brighter future for their businesses and their clients.

EIS offers a contemporary and well-designed billing and invoicing SaaS platform that empowers insurers to manage billing cycles comprehensively across various customer categories and product lines. Discover the capabilities of EIS BillingCore, which is specifically designed for ambitious insurance providers, as it automates essential billing tasks to transform them into standard procedures requiring minimal agent involvement. By facilitating a seamless end-to-end billing process, BillingCore not only enhances operational efficiency and transparency in cash flow for insurance companies, but it also simplifies the payment experience for all involved parties. Whether it integrates with the broader EIS Suite or other core systems for claims and policy management, BillingCore boasts several key features that position it as the premier solution for insurance billing management. Gain complete oversight of billing life cycles across all customer segments and product offerings, while ensuring that each bill adheres to policy stipulations for consistency and compliance. This innovative platform significantly reduces manual effort, allowing insurance teams to focus on delivering exceptional customer service.

The Plan Administrator (TPA) serves as a comprehensive system for group enrollment, eligibility management, and consolidated billing. It features a centralized database that stores all pertinent information regarding clients, participants, dependents, coverage options, and associated rates. The system integrates all plans into a single billing statement and allows for electronic eligibility reporting and online enrollment. Rates are automatically calculated using various factors, such as age, tenure, and health risk assessments. Users can opt for summary billing or name list structures, and the platform supports easy data import and export through formats like CSV, composite files, or ODBC/SQL. With the CSPWeb module, the system can be accessed online, enhancing web functionality. Additionally, it automates all aspects of COBRA administration, managing everything from notifications to conversions. It also includes robust premium accounting capabilities, adeptly handling advance, partial, retroactive payments, and NSF checks. The system's compatibility with other software applications is seamless, utilizing ASCII, CSV, composite files, or ODBC/SQL for integration. Trusted by many of the largest administrators in the country since the inception of COBRA, this solution boasts over 25 years of proven effectiveness in the industry. With its extensive features and reliability, it continues to be an essential tool for effective plan administration.

The FINEOS Platform stands out as the sole comprehensive end-to-end SaaS core product suite for clients, featuring FINEOS AdminSuite for managing everything from quote to claim, alongside add-on products such as FINEOS Engage to enhance digital interaction, and FINEOS Insight for advanced analytics and reporting capabilities. It serves as a cornerstone for your digital insurance approach. By integrating FINEOS AdminSuite, FINEOS Engage, FINEOS Insight, and robust platform capabilities, the FINEOS Platform establishes itself as the most contemporary single core insurance solution tailored for Life, Accident, and Health sectors. In contrast to outdated legacy core systems that relied on a 'one size fits all' technology model, which is no longer suitable for dynamic businesses, modern consumers, employers, and brokers now benefit from sophisticated SaaS solutions and software that elevate expectations for an insurer's digital initiatives. The previous monolithic insurance software systems primarily concentrated on the intricacies of insurance contracts, overlooking the need for flexibility and adaptability in today's fast-paced market. Embracing the FINEOS Platform means adopting a future-ready approach that aligns with current consumer demands and technological advancements.

Steer clear of practice management software that locks you into an electronic health record system. At BrickMed, our primary goal is to enhance the success of your business. Enjoy the flexibility of scheduling patient appointments, including the management of recurring visits and the option to export data to third-party reminder systems. Improve the efficiency of front desk payments and checkouts by utilizing integrated credit card and check processing support. Regardless of whether you operate a fully insurance-based practice, an ambulatory surgery center, or a cosmetic practice that occasionally provides reconstructive services, the landscape of consumer-driven healthcare necessitates a practice management solution that equips your team to adeptly manage everything from retail operations and product sales to conventional insurance billing. In today's environment, billing centers must evolve past mere claim processing to become reliable consulting partners for healthcare providers, especially amid the rapid transformations in the medical industry. BrickMed solutions are designed to empower billing centers with the tools they need to succeed. Our commitment is to ensure that your practice thrives in a competitive marketplace.

Web Benefits Design (WBD) stands out as a premier firm in the realm of employee benefits technology, communication, and administration on a national scale. Collaborating with businesses of various sizes, WBD crafts cutting-edge employee benefit solutions that emphasize both innovation and value. Our comprehensive approach serves as a single resource for both employees and Human Resources to efficiently manage benefits. Clients receive a tailored benefits website that features their company logo, colors, images, and branding for a personalized touch. The Supersite acts as a centralized hub for enrollment, benefit comparisons, plan documents, forms, contacts, and tools for decision-making. To create an engaging and impactful experience, our interactive decision support tool enables employees to evaluate future healthcare needs, annual premium costs, and benefit designs to ensure they select the most suitable plan. Additionally, WBD is proud to provide industry-leading COBRA and ACA services! Our benefits administration platform boasts fully integrated eligibility logic, complete with real-time updates and reports for COBRA and ACA data. With WBD, clients benefit from one cohesive team, a singular eligibility source, and a unified solution to all their benefits needs. Furthermore, we are dedicated to continuously enhancing our offerings to better serve our clients and their employees.

Trusted by over 100 insurers across North America, BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility. The BriteCore Platform enables insurers to seamlessly manage policies, billing, and claims; rapidly configure new products; and access comprehensive reporting and analytics—all within a unified core insurance system that includes user-friendly portals for agents and policyholders. For more information, visit britecore.com.

InsurePay stands out as an innovative payment platform that transforms the way insurance companies handle the calculation, collection, transmission, and reconciliation of payments. By facilitating seamless connections between carriers, managing general agents, and policyholders, InsurePay creates a vibrant ecosystem that significantly boosts both efficiency and transparency in financial dealings. The platform accommodates a variety of payment options such as ACH transfers, debit cards, and all major credit cards, ensuring it meets the varied preferences of its clients. Its unique feature, Payment Links, enables insurance organizations to swiftly solicit payments through reusable links sent via email or SMS, offering policyholders a straightforward and secure payment method. Additionally, InsurePay introduces pay-as-you-go workers' compensation billing, which allows for real-time premium calculations derived from live payroll data, thereby enhancing accuracy and optimizing cash flow management. For agents and brokers, the platform provides a cohesive solution that simplifies premium collections and payables, making it a comprehensive tool in the insurance payment landscape. Furthermore, InsurePay continuously seeks to adapt its offerings to meet the evolving needs of the insurance industry, reinforcing its commitment to innovation and client satisfaction.

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.

Noyo revolutionizes the employee benefits landscape by providing a modern, API-driven data infrastructure that streamlines connections across the ecosystem. By integrating with Noyo, you can unlock a vast array of benefits and establish quick connections to its APIs, facilitating efficient and precise data exchanges with insurance providers. Enhance customer satisfaction through robust automation, real-time insights, and reliable, clean data. Noyo uniquely delivers comprehensive APIs for benefits administration, managing every stage of a policy's lifecycle seamlessly. Effortlessly onboard new groups into the carrier's system while ensuring that enrollment confirmation is initiated automatically. Utilize APIs to manage transactions, obtain confirmations, and guarantee accuracy in member changes. Renewals can be processed and confirmed via API, reducing manual labor and enabling swift, dependable coverage. Elevate your digital enrollment experience with partner-oriented APIs and top-notch synchronization features. With a flexible one-to-many API solution, you can quickly integrate into existing systems and begin realizing the benefits of this advanced technology. This innovative approach not only simplifies processes but also empowers organizations to efficiently manage their employee benefits.

Marsh ClearSight stands out as a premier provider in the realm of risk and insurance management solutions. With our advanced software and comprehensive services, we empower clients to streamline their risk information and effectively manage claims and risk events, enabling them to gain a clearer perspective on their overall risk costs. Backed by a dedicated global workforce of over 500 technology specialists, Marsh ClearSight is committed to delivering cutting-edge, web-based risk management tools. Our knowledgeable team not only assists clients with data transformation and integration but also ensures they fully leverage their technology investments through tailored software setups and extensive user training sessions. By prioritizing client needs, we strive to enhance risk management practices across various industries.

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.

TherapyMate is a web-based practice management platform that's easy to use. It was designed for mental and behavioral health professionals such as counselors, psychologists, psychiatrists, social workers, and counselors. TherapyMate is smart, scalable, secure and offers many features and capabilities, including scheduling, calendaring and therapy notes, appointment reminders and credit card processing, billing, income tracking, expense tracking, and insurance billing.

ClpHub stands out as a worldwide provider of cloud-based insurance solutions tailored to meet the needs of insurance firms, regardless of their size. The innovative platform features a versatile configuration tool, empowering users to create a wide range of products without undergoing a traditional development process, thereby allowing businesses to launch new offerings without any coding, development team, or technical expertise required. By streamlining business operations in policy and claims administration, ClpHub significantly cuts down on manual labor and associated costs. Additionally, the platform facilitates remote onboarding, enabling clients to complete the onboarding process without needing to visit a physical branch. It boasts an intuitive interface that enhances user experience for employees, alongside robust APIs that allow seamless integration with third-party services or customer portals linked to the insurance core. Furthermore, ClpHub's device-agnostic design ensures accessibility across various devices, including PCs, laptops, tablets, and smartphones, making it a versatile solution for modern insurance needs. With its comprehensive features, ClpHub represents a significant step forward in enhancing operational efficiency for insurance providers.

Say goodbye to being tied to your desk! With the TimesManager™ mobile app, you can take all your essential data with you wherever you go. This cloud-based software is designed for professionals like consultants, adjusters, accountants, mediators, and law firms, providing seamless access to your time and expense slips, split billing, documents, clients, projects, and assignments right from your computer, tablet, or smartphone. Leverage the quasi Customer Relationship Management features of TimesManager™, which include data syncing, speech recognition, and efficient time tracking to facilitate instant billing. Whether you're on the go or at your desk, the TimesManager™ mobile app enables you to create timed entry slips effortlessly. Available for download on the App Store for iOS and Google Play for Android, you'll always have the tools you need to keep your time management precise and efficient with TimesManager™. This level of flexibility ensures that you can stay productive no matter where your work takes you.

Origami Risk offers cohesive SaaS solutions tailored for a diverse range of clients, including insured entities, brokers, insurers, third-party claims administrators, and public organizations, which empower them to enhance their workflow management, utilize analytics effectively, and improve stakeholder engagement. Consistently recognized as a five-time recipient of the Business Insurance Innovation Award, we maintain this accolade by working collaboratively with our clients to create solutions that tackle real-world issues they encounter. Since our inception, Origami Risk has committed to providing top-tier, practical solutions for risk management professionals worldwide. Our recognition with the 2021 European Risk Management Award for Technology Innovation of the Year highlights our ongoing dedication to excellence. We focus on delivering fully-integrated and comprehensive solutions aimed at minimizing incidents and hazards, reflecting our commitment to innovation in the risk management sector. By prioritizing client collaboration, we ensure our offerings remain relevant and impactful in an ever-evolving landscape.

OptiMantra is an established EMR and practice management platform focused on integrative and wellness practices. The platform is highly adaptable and robust - it includes online appointments, patient messaging and email reminders, a patient portal, intake forms and customizable charting, integrated payment processing, integrated labs and imaging, insurance billing, in-program tele-health, inventory management, and more. It's easy to get set-up! OptiMantra offers tailored onboarding support.

Anagram Prosper allows you to return funds to your patients without imposing any costs on your practice. By enhancing your profit margins and pleasing your patients, you can eliminate the need for courtesy discounts. We have collaborated with top vendors to create wholesale price lists that cater to both your requirements and those of your patients. You can offer rebates on products you already have in stock, encouraging patient engagement and driving increased sales while boosting your revenue. With Anagram Prosper, you not only save your patients money but also maintain your profit margins without resorting to discounts. Utilize our rebate program to enhance customer satisfaction and stimulate more purchases. Many patients are unaware of their out-of-network benefits, and Anagram Access allows you to access real-time vision plan eligibility to ensure maximum savings for them. This tool enables you to swiftly determine the patient's financial responsibility while also showing how much they can expect to be reimbursed by their vision plan, making the entire process smoother and more efficient. By leveraging these innovative solutions, you can elevate your practice while providing exceptional value to your patients, ensuring they leave satisfied and informed.

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.