Best Planck Alternatives in 2024

Find the top alternatives to Planck currently available. Compare ratings, reviews, pricing, and features of Planck alternatives in 2024. Slashdot lists the best Planck alternatives on the market that offer competing products that are similar to Planck. Sort through Planck alternatives below to make the best choice for your needs

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    Macaw AMS Reviews

    Macaw AMS

    Nest Innovative Solutions

    4 Ratings
    See Software
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    Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.
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    Insly Reviews

    Insly

    Insly

    $35 per user per month
    Insly offers a complete suite of software solutions that are extensible and can be combined with your custom modules to simplify and automate all the tasks required to run a successful business. All the pieces you need: workflows, rating engine and document template editor. Also, an endorsement library and capacity management. The broker channel support is available right out of the box. APIs make it easy to create the best Direct-to-Consumer experience. Automate cookie cutter cases to automate new sales, mid-term policy modifications and automated renewals. All premium accounting taken care. All the management reports and bordereaux in one click. Create your own reports. To help your underwriters make better decision, pull in third-party data. Integrate with the rest your tech stack, modern or legacy.
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    Jenesis Agency Management Reviews
    Top Pick
    Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. Easy to use and affordable, Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.
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    Vertafore AIM Reviews
    MGAs, MGUs, and wholesale brokers need to be able to cover the hard-to-write risk segments. AIM is a centralized system for managing general agents and managing general underwriters. It streamlines your underwriting, accounting and claims operations, making it easier to run a profitable and efficient insurance business. AIM provides an intuitive solution for unique transactions and processes, functionality that eliminates duplicate information entry, real-time reports capabilities and integrations with industry partners. With the ability to clear and bind, invoice, and clear from one system, AIM is more efficient and profitable. Verify that your invoicing, taxes, fees, and commissions are correct. You can simplify operations by being able to track, track, and pay claims, while also monitoring for fraud.
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    AdvantageGo Reviews
    AdvantageGo delivers innovative commercial insurance and reinsurance management solutions that offer insurers the IT agility they need to create an intelligent digital strategy in partnership with a leading IT provider. With over 25 years’ experience, we harness the power of proven, functionally-rich core solutions and augments it with the energy and culture of being an InsurTech leader. AdvantageGo enables insurers and reinsurers worldwide to fuse the traditional with digital, helping them rapidly adapt, drive change, and succeed with agile software and Microservices. Enhance your digital landscape and open up the possibility of true risk mitigation with our pioneering technologies.
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    Surefyre Reviews
    Surefyre is the best submission platform for modern P&C MGAs and wholesalers. Surefyre's flexible, no-code configuration makes it possible to automate almost any type of P&C insurance. Workflows can be tailored to your business process, from full automation to high-touch subwriting. You can create web applications that meet embedded underwriting requirements right from your website. All the information you need to provide immediate approvals. Automation can increase the efficiency, speed, and accuracy of your staff. Surefyre automates everything. With custom reports, you can quickly see how your business is doing. Surefyre turns your data into a valuable asset that allows your entire team to make data-driven decisions. Integrates with third-party systems for carriers, accounting and claims, rating, backend, and custom solutions. Through Surefyre's API, you can also leverage any new enterprise or insuretech application.
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    BindHQ Reviews
    BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; no hardware or servers to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your carrier partners. BindHQ’s open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments and premium finance companies, or compliance tools making frictionless transacting a reality.
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    AUSIS Reviews

    AUSIS

    Artivatic.ai

    $10/month/user
    1 Rating
    AUSIS (Full-stack Behavioral underwriting) AUSIS allows insurance companies to offer in-depth underwriting, scoring and decisions in real time. AUSIS reduces cost, time, risk, fraud, and increases efficiency, decision power, alternative score, and more. AUSIS increases STP from NSTP. It also allows non-invasive methods to aggregate health data from AQI and Location, Mortality and Social, Photo, Video and Health Devices. Weather, Sanitation, and more. AUSIS can reduce the policy issuance cost by up to 40%
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    Athenium Analytics Reviews
    Athenium Analytics helps insurance companies find new growth opportunities, efficiency, and continuous improvement. Our insurtech software is industry-leading and helps carriers improve quality, performance, and write smarter business. We use predictive analytics and other insights to help them. To manage and identify risk, you can leverage AI-enabled imagery analytics and predictive models. IRIS can quickly identify and manage property characteristics using AI-based computer vision, geospatial imagery, and other AI-based computing. Our other risk solutions enable your claims and underwriting teams to better manage risk.
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    Excellarate Reviews
    To chart the path to the future, harness the power of technology and data. Frameworks that are efficient, secure, compliant, scalable, and that cover all aspects of your institution's operations and services. Use cutting-edge digital technologies to improve customer engagement and operational efficiency. You can get to market faster and make more money by leveraging cutting-edge technology and domain expertise. Our frameworks and solutions are lightweight and easy to use. They integrate seamlessly into your existing processes, reduce errors through automation, and increase performance. Agile DNA. Expertise in cutting-edge technologies that will accelerate your digital transformation efforts. When a company places innovation and digital transformation at the forefront of its business strategy, good things happen. High-tech technology, business and digital transformation frameworks, as well as deep domain expertise in HealthTech and InsurTech.
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    Applied Relay Reviews

    Applied Relay

    Applied Systems

    $100.00/one-time/user
    A technology foundation is essential for your business to support your daily operations and all staff. Applied Relay is a management tool that extends your team. It supports all policy and servicing workflows. The application offers a variety of partner integrations and enhanced customer self-service capabilities. Data can easily flow through your technology stack to improve employee operations and customer service. Applied Relay can help your brokerage grow its book of business, lower costs, and offer differentiated service to customers.
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    Insurital Reviews

    Insurital

    Insurital

    $249.00/month
    Our platform is user-friendly and easy to use. You can set up security features to restrict who can view accounts. Insurital's commercial management software allows you to create custom applications and coverage packages that fit any business line. Our industry-standard professional documentation system will help you build better relationships with insureds and underwriters. Consistent documentation insurital reduces the risk of staff errors. Our software allows you offer optional coverages and limits to your insureds to reduce brokerage's E&O exposure. In just a few clicks, you can generate 8 different types of documents. Applications and Submissions Proposals and certificates. Insurance Confirmation and Policy Declaration. Loss Notice and Statement Of Values.
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    AgentOne Reviews
    This increases delivery speed and encourages the use of STP tools. Superior insight into agent activity, sales progress, and more. Uses data to identify customer needs. You can use the e-Delivery tool to manage your field underwriting, quotes and e-Applications. To optimize workflow and lead management for cross-selling or upselling opportunities. All your case information can be communicated and detailed reports generated from one central tool.
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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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    Polygonal Reviews
    Polygonal takes the strengths and rich functionality of previous versions and combines them with the most recent Microsoft VB.Net technology and Business Intelligence technology. This comprehensive solution is able to quickly and efficiently respond to the changing market. Polygonal is a modular, multi-currency software solution for underwriting, policy/claims management, transactions, and reinsurance. It integrates with accounting, messaging, document management, document management, and workflow modules to provide an end-to-end business process that delivers tangible results. Polygonal was designed using City Computers' specialist team. As both solution providers and practitioners, we have many years of experience in the insurance industry.
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    IIBS Reviews

    IIBS

    Asian Business Solutions

    Comprehensive intelligent technology and system solution that is unrivalled in its class for back insurance and reinsurance brokerage operations. The Integrated Insurance Brokerage System combines simplicity with powerful and practical software features powered Oracle Technology. It is the preferred choice for insurance and reinsurance brokers. It provides quick insurance coverage, renewal, collection, remittance, claims processing, and online financial reports. The IIBS is a single point of entry that allows for secure access to information by multiple authorized users within the Local/Wide Area Network or the Internet Asian Business Solutions, Inc. This enabling business engine will keep you ahead of your competition thanks to its years of experience in insurance brokerage and information technology. The IIBS provides lasting value to your business.
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    LexisNexis Attract Reviews
    LexisNexis®, Attract™, scores allow insurance companies to quickly and accurately classify applicants and insureds according to their risk potential. This results in improved underwriting. Insurance carriers can use LexisNexis(r. Attract™, scores to quickly and accurately classify applicants and insureds according to their risk potency, which leads to better underwriting. With Attract™, 5.0, insurance carriers now have access to the most accurate predictive models. LexisNexis Risk Solutions, a leading provider of insurance risk solutions, has been improving rating, pricing, underwriting, and other aspects of the business for more than 20 years. These solutions are available for the commercial, home, and auto markets. The Attract™, suite of scores is known for its superior loss predictability, regulatory compliance, and ease-of-implementation that improves business outcomes. AttractTM 5.0 is the next generation of AttractTM solutions. This solution allows carriers to make better use of consumer credit information and improve underwriting efficiency.
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    Gradient AI Reviews
    Gradient AI is the leading provider of artificial intelligence solutions in the insurance industry. Our solutions increase profitability and loss ratios by improving underwriting and claims risks with greater accuracy. They also reduce quote turnaround times and claim costs through intelligent automation. AI solutions for the Insurance Industry built on key differentiations that enable your company to grow profitably. Gradient AI will give you a new perspective on risk and probability. This picture gets sharper as it learns. A more complete, in-depth view of risk enables enhanced underwriting capabilities. Pricing policies more accurately with deeper insights will help you compete more effectively, win more business and improve loss ratios. Leveraging data to gain a better understanding of risk, you can accelerate expansion into new markets, whether it's a new geography or new line of business.
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    Keylane Axon Reviews
    Insurance companies must deal with changing customer expectations and disruptive newcomers while maintaining a focus on profitability and sales. You can only differentiate by being able to quickly anticipate and adapt to changing circumstances, provide high-quality services and keep up to date with technology developments. Keylane Axon is our standard solution for income and non-life protection products. We help you improve your digital capabilities, speed up your time to market, and adapt quickly to market needs. Future-proof service-oriented architecture is built on chain integration, data entry at point of sale, and modern technology. Axon can be configured by the business: No IT knowledge is required to configure insurance products.
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    TBW (The Broker's Workstation) Reviews
    TBW Integrated Management System (The Broker's Workstation), is a fully integrated SEMCI for insurance brokers in Canada. The Broker's Workstation is a fully-integrated suite of automation tools that support the operations and brokerage of property and casualty insurers. TBW, built with CSSI's real-time, industry-leading technology, is continually enhanced to help brokers remain competitive and better service their customers. TBW integrates IntelliQuote rating and underwriting into one system to maximize broker efficiency. IntelliQuote combines rating, quoting and underwriting for Home/Tenant/Condos, Personal Autos, Commercial Autos and Agro. Upload and rating in real-time. CSIO application generation and pink cards with direct upload to company capabilities. Manuals for 1,800 Insurance Companies/Regions/Lines are supported. API and direct company ratings are available.
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    Open GI Reviews
    We can help you build and launch new products, improve your operations efficiency, or gain a better understanding of your clients to improve customer experience. More than 40 years of experience in the general market will help you connect brokers and MGAs to insurers to provide the best personal and commercial insurance lines. Reliable software will allow you to expand your business and bring new lines of business to the market. A team of experts will assist you in solving your specific problems, increasing efficiency, revenue, and reducing operating costs. You'll receive guidance throughout the design, build, and delivery phases and beyond.
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    Profida Reviews

    Profida

    Computer Science Software

    $1000 per month
    PROFIDA®, our flagship software solution, is aimed at all segments of the Financial Services and Insurance Industry. This software solution is designed for advisers, brokers, underwriters, and brokers. It provides specialized functionality and support for high-sophisticated client service and practice management. This is for clients with larger and more diverse operating interests. It means efficiency with high volume business, cross-selling opportunities and a holistic management overview of all business units. PROFIDA®, which is a web browser interface, allows you to access your data from anywhere. You can access your data from any device, including your desktop computer, laptop or tablet, as well as iPhone, iPad, and Android smartphones. We support Windows, Apple Mac, and Linux. It is the first platform that can be used in both the non-life and life sectors. PROFIDA®, is therefore the perfect software suite to market composite financial services products.
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    eHealthApp Reviews
    eHealthApp allows brokers and consultants to stand out by efficiently collecting health information. The broker can use the collected information to obtain health underwritten quotations and allow the broker to analyze it to determine the best fit for their group clients. TPA's, GA and Carriers can sponsor eHealthApp brokers in a way that does not hurt the competition, increases underwriting accuracy and makes products more widely accessible. Contact us today to request a demo and learn more about eHealthApp.
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    SimpleInspire Reviews
    Smart Automation improves customer service efficiency. Customers and users will have a better experience if there is less manual intervention. Annual system costs should not be based on your business' success. Based on the services you provide, we rationalize annual costs. Manage the entire policy lifecycle, including rate, validated, quote, bind, and policy changes. Double-entry accounting system for managing all claims-related financial transactions. Auto-Verify Policy coverage real-time Manage expenses, loss payments, and reserves at the claims feature level. Policyholders have the ability to verify coverage, print policy documents, review claim status, review accounts, and make payments. The application has many pre-built interfaces: Payment Gateway, Repl cost Valuation and Ins Credit Scores. MVR, eSign are just a few of the options. An app for mobile that allows field adjusters to be mobile. Instantly receive assessments and photos into the claims system.
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    INSURA Reviews
    INSURA is an insurance technology partnership for the insurance industry. We help them increase their market, give more options for their agents, and enhance their corporate image. We offer secure web and mobile-based apps that can be accessed from anywhere and anytime. Insura is a digital transformation partner for clients and provides services and solutions that are based on business and technology consulting. This allows clients to seamlessly translate their strategies into action. Batavianet is an insurance member. Based on the risk profile, analyze the customer's financial requirements. It is easy to make proposals from client gadgets, and it is available anywhere and at any time. Transmit new business instantly, integrated to the payment gateway After submission, agents will be notified by Head Office System of the status of their customer's application. Agents e-submission eq is open to feedback and comments from new businesses. Inadequate ID document, not readable birth date, etc.
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    InsurLink Reviews
    InsurLink offers clients 24/7 self-service digital access to the most important information. The end result? The end result? Higher client satisfaction, less E&O risk, more time to advise clients, and more money to grow your business. InsurLink helped Amaden Gay Agencies dramatically reduce the time it took to respond to simple inquiries, increase security with document sharing practices, improve the agency-client relationship, and offer self-service capabilities. Your clients expect you to respond quickly and wherever it is convenient for them. Modern, intuitive client digital experiences are key to providing clients with the 24/7, mobile, secure service they need. This will increase your profitability and client retention. Digital technology can transform your business to meet customer needs and satisfy them quickly.
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    ForeSight Reviews

    ForeSight

    Insurance Technologies

    ForeSight®, with its robust features, can be used to optimize distribution strategies and automate illustration sales processes for greater business agility, speed to market, and greater business efficiencies. ForeSight®, which is available to carriers, provides advanced features such as robust rules, pre-built tools and system customization to quickly promote products for distribution. Your sales team will be able to deliver products and solutions quicker and more confidently with a dynamic and guided illustration process. Access to customized, accurate, and compliant sales presentations for all business lines from one sales illustration system. ForeSight allows your sales team to quickly compare, illustrate, and illustrate life, annuity and disability. This will help them solve their clients' retirement and insurance goals.
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    Zipari Reviews
    Our sole focus is on your challenges: driving KPIs in health plans, acquiring and keeping members, running efficient operations and managing better benefits utilization. We also aim to positively impact health outcomes. Zipari is the only technology platform that can simultaneously address all of these CX issues for your entire business. You can increase adoption, activate and reactivate digital engagement, and create personalized experiences with members, brokers, providers, employers, and other stakeholders. Educate consumers about the benefits and increase participation in wellness programs. Automate next-best-action recommendations based on real-time data and pre-built goals. Pre-built workflows simplify administrative tasks and reduce call-center volume for all consumers. Integrate seamlessly into your existing infrastructure and technology.
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    INSIS Reviews
    To win and satisfy today's empowered customers, you need the right process foundations to support your digital business. Fadata's connected solutions will keep you in the game. Today's insurers are searching for the right digital business foundations. This includes the ability to quickly respond to new business opportunities, easy connectivity, and other capabilities that will help them stay ahead. Fadata's insurance platform, INSIS (Insurance Process Platform) is the most comprehensive and comprehensive solution across all major lines. INSIS allows you to release products faster, increase engagement with customers and partners, speed up processes, improve operational control and compliance, and make them more efficient. All capabilities are integrated on one platform that is highly flexible.
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    Agentero Reviews

    Agentero

    Agentero

    $99 per month
    Agentero is a tool that allows independent insurance agents to increase their revenue, save time and provide a superior customer experience. Agentero integrates with your existing technology to modernize and position you for success. It's a single solution that puts you in charge. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded application. We work with independent agencies to innovate, creating new solutions and making sure your technology is in top shape. Predictive pipeline transforms existing data into actionable insights. A data-fueled pipeline will automatically surface cross-sells, upsells and other opportunities at the right times so you can make the most of your time. Smart workflows allow you to work more efficiently. You have a powerful layer for client interaction tools that streamline communication, automate mundane tasks, reduce busy work, and more.
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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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    teamthink Reviews
    Optimize your claims and your underwriting QA review processes. Quality assurance drives quality results. teamthink®, a SaaS insurance audit suite, is powerful for reviewing claims and underwriting reviews. It replaces legacy audit systems, databases, and spreadsheets forever. Teamthink QA software allows quality assurance teams to manage audit reviews more efficiently, with greater volume and accuracy. Its comprehensive reporting, analysis, and measurement tools provide actionable information that can be used to benefit QA, business managers, and company-wide performance. Analyze performance against your KPIs, best practices and compliance requirements. Create reviewer questionnaires or audit forms that support your quality assurance goals. Standard reports and dashboards can be used to quickly visualize key metrics. Use questionnaires that only display the relevant information based on the facts in the file to increase productivity.
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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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    SohamLife Reviews

    SohamLife

    Dream Tekis Software

    $250 per month
    SohamLife is a web-based application that supports the entire life cycle of insurance operations. It allows you to register proposals and then settle claims by maturity or death claim. It is easy to use and provides Insurers with the flexibility and scalability they need, while also allowing for quick implementation and deployment. The solution provides an easy mechanism to view the status of the Proposal/Policy/Claim details either by an Agent or by the Life Assured himself. The solution allows seamless integration between Accounting, Claims, Reinsurance, Underwriting and Accounting departments, thereby avoiding data redundancy. The solution meets both country-specific reporting and operational processing requirements. SohamLife is multi-currency and multilingual. It is a fully integrated, component-based solution that supports core business processes and data entry into one component.
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    PolicyFlow Reviews

    PolicyFlow

    PolicyFlow

    $70 per user per month
    Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.
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    NowCerts Reviews
    NowCerts, a cloud-based agency management system (AMS), is secure, intelligent, intuitive, and intuitive. It features self-serve certificates and commissions tracking. It also automates the updating of policy information from carrier database. NowCerts is hosted in a secure server environment and includes a variety of artificial intelligence features to increase Agency IQ. Other key features include ACORD Forms, task manager and invoices and receipts. Email synchronization, loss runs and endorsements are also available. Permissions and reminders are also included.
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    WeGoLook Reviews
    You can process claims faster, reduce your risk, and make your customers' experience better. You need eyes everywhere in the insurance industry. You need to know what the truth is about claims and the risks inherent in assets that you are underwriting. You will need to retrieve documents and deliver them, notarize them, inspect scenes, locate salvaged objects, and all of this in multiple locations, at an urgent, reasonable cost. WeGoLook's innovative on-demand model makes impossible tasks possible for insurance companies around the globe. Register today to get a team of over 45,000 Lookers available to assist you in all your endeavors.
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    InsurSuite Reviews
    The delivery of solutions has changed with the advent of digital technology. Everyone wants fast, intuitive, and easy-to-use digital experiences that allow them to do more. This is also true for customers of insurance. Insurers must use technological solutions to accelerate their innovation and deliver digital insurance software solutions to customers and their stakeholders. They must be able to respond to customers' changing needs by providing personalized and real-time services on the platforms they use. Allow your policyholders the ability to report an insurable incident by simply talking with an AI-powered chatbot. Your customers' digital insurance software solution for assisting claims, FNOL chatbot, allows them to report a lost and see it through to a claim electronically. Its NLP- and ML-based capabilities quickly grasp the user's intent.
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    HawkSoft Reviews
    Your agency providing meaningful value to policyholders is the key to strong retention. HawkSoft's Retention Alerts help you identify clients that need your attention so your staff can provide proactive service. Every interaction should be a "wow" experience. Do in 5 minutes what others agencies do in 25 minutes. Get more out of your existing clients and sales pipeline. HawkSoft's Lead Management categories help you see where your clients are in the sales funnel. Built-in cross-sell or upsell reports allow you to identify policyholders for whom you can offer additional services. To reach clients, you can use batch email, letters and text messages as well as scheduled communications. If data is difficult to access or hard to act upon, it is useless. Key indicators and vitals of agency. Monthly close ratio by producer. Policies per client. Commissions by carrier. Retention. Book of business reports. You can send batch emails from the report view because our reports are actionable.
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    BrokerEngage Reviews
    Avoid double redirects - Enrollment on one platform is simplified while you complete Special Enrollment Period verifications, complex eligibility situations, and report life changes. All this without having to visit 'healthcare.gov. Efficient APIs - Application-programming Interfaces (APIs) in our EDE platform transfer data between the Federally-Facilitated Exchange for faster submissions, eligibility checks and renewals. APIs quickly calculate the premium tax credits and cost sharing reductions that are appropriate. Medigap Filters is a Medicare feature that meets regulations. BrokerEngage now allows you to compare, add, and compare Medigap plans without having to search through carrier portals. Healthcare Providers and Drugs - You can now find plans for your clients that include prescription drugs & the healthcare providers they require.
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    QwikSubmit Reviews

    QwikSubmit

    GST Software

    $12.50 per user per month
    QwikSubmit saves all information about your Insureds, and any Applications you create for them. Instead of collecting information, then inserting it into PDF forms and then generating PDF files, you can simply insert data into QwikSubmit. QwikSubmit allows you to keep track of your Submission process. Our simple forms allow you to enter all your customer's data into a database instead of converting it to PDF files (ACORD forms). Do not worry about repeating the same data. Select the type of business that you wish to submit, then fill out the clean menus. QwikSubmit will create your application packet. QwikSubmit allows you to submit applications to unlimited General Agencies. QwikSubmit allows you or your team to continue work on an Application from where you left it. Anytime. Any device.
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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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    Vertafore AMS360 Reviews
    Your core business's foundational agency management system. Vertafore's best platform, AMS360, is an agency management software that allows independent agencies to grow and improve their profitability. Solutions that meet your needs will reduce time spent on accounting and finance. You can reduce the time spent on accounting and finance by setting up automatic alerts to keep you informed about rate increases and renewals. TransactNOW allows you to integrate the agency-carrier workflow and allow you to spend more time with your customers. You can access your Vertafore products with one sign-on.
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    Market Quest For Insurance Reviews
    Market Quest is a powerful yet easy-to-use database marketing and customer management program. It can help you increase sales and give you an edge over your competitors. Market Quest can send Ecards, newsletters and videos. You have the option to customize it further. Market Quest integrates with your website to capture all entry forms and assign them to a sales professional. You can also retain that lead and help to generate future referrals.
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    Applied Rater Reviews
    Many agencies feel that they spend too much time retrieving quotes on multiple insurer websites. Worse, inaccurate quotes can lead to poor client experiences. You need a way that can quickly and accurately provide quotes to your clients. Our cloud-based insurance quote application Applied Rater®, automates the quoting process for the largest number of US insurers. It allows for one-click data entry to allow for the direct exchange of information to the insurers' websites from within the application. A quoting solution can help you increase your agency's competitive advantage by providing accurate, fast quoting that increases productivity and improves customer service. Clients deserve the best rates and the most comprehensive service. For fast and accurate quoting, you can directly pull quotes from insurance sites into your application.
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    InsuredHQ Reviews
    InsuredHQ has developed an insurance infrastructure platform that optimizes the management of policy management, tasks, claims, invoicing, documents, quotes accounting, and reports. It gives you complete visibility into what’s happening in your insurance organization, all in one place, and is quickly tailored to the processes you already have established. We work with our customers to automate the administration of all of their insurance needs and in a way that is suited to the needs of their customers. InsuredHQ is a platform designed to fit your requirements and grow your business. Whether it’s adding more insurance products, extending to other markets, or expanding to new countries, InsuredHQ helps take advantage of every insurance opportunity.
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    BrokerEdge Reviews
    Top Pick
    BrokerEdge from Damco is an end-to-end, full-fledged software for insurance brokers. It allows brokers of all insurance lines to unlock the potential of automation, connectivity, and other tools. BrokerEdge is designed to benefit customers, brokers, as well as insurance agencies. Brokers can use the centralized platform for automating and simplifying day-to-day workflows such as customer database maintenance, lead tracking and policy updating. The leading insurance broker software offers modules for automated marketing, lead management and commission tracking, as well as a mobile application and customer service portal that offer unparalleled flexibility and scalability. BrokerEdge's capabilities will not only drive your bottom line, but also eliminate bottlenecks and facilitate seamless workflows.
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    Automated Group Benefits Reviews
    Automated Group Benefits (AGB) is a business automation software designed specifically for General Agencies and the Employee Benefits Industry. AGB allows GA's integrate state-of-the art software seamlessly to improve productivity and efficiency. Fully turn-key automated group benefits can be offered. Our dedicated support staff provides all support so that you can concentrate on your business. AGB has an integrated tasking system that links tasks and notes to each record. This makes it easy to complete renewals, deadlines, and other tasks. AGB provides reporting tools that allow you to manage clients and related books of business, including payment history, plan information and summary of benefits. AGB can track commissions and account information. It can also split commissions, calculate checks, send electronic payment and manage payment history.
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    FINEOS Reviews
    FINEOS Platform offers clients the only comprehensive SaaS core product suite. It includes FINEOS AdminSuite, which allows for quote to claim administration, as well as FINEOS Engage which supports digital engagement, and FINEOS Intelsight for analytics. Your digital insurance strategy's foundation. FINEOS Platform seamlessly combines FINEOS AdminSuite, FINEOS Engage, FINEOS Insight, and Platform Capabilities to create a modern, single-core insurance platform for Life, Accident, and Health. Legacy core systems used a single-size-fits-all approach to business technology that does not fit the needs of agile businesses. Consumers, brokers, and employers have access to powerful SaaS computing platforms, software tools, and a higher standard for digital strategy for insurers. The monolithic models of insurance software that were used in the past focused only on the details of the insurance contract.
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    Newton by Agency Systems Reviews
    Newton by Agency Systems offers insurance agencies of any size reliable, fully-featured software systems for managing their insurance agency. This includes brokers, general agencies, commercial and personal line retail agencies, and general agencies. Even the most reliable agency management system provider will not be of any value unless they are prepared to dedicate all resources necessary for a smooth transition, including unlimited training and support. It has been proven that some agencies require more attention than others. You should ask for this support without any additional fees and without questions. We have spent a lot of time developing intelligent agency management software that will allow you to work more efficiently and smarter. Our user interface is unique and offers features and capabilities that insurance agencies have never seen before.