Best PolicyFlow Alternatives in 2024

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

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    tigerlab Reviews
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    tigerlab isn't just any insurance software provider. We're a leading force in the global market, empowering customers worldwide to deploy and adapt applications with ease. With over a decade of experience, we're passionate about delivering breakthrough results and enhanced business value for our clients. We offer a configurable, API-driven, and intuitive insurance software solution designed to help you deliver a superior end-to-end digital experience – no matter where your customers are. Discover why our insurance platform is the perfect choice for a seamless digital insurance journey. Click the demo button and see it in action!
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    Jenesis Agency Management Reviews
    Top Pick
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    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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    Macaw Reviews

    Macaw

    Nest Innovative Solutions

    1 Rating
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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. Macaw AMS is hosted on cloud and tested for cybersecurity. Technology-wise, the screens can be accessed from any device: web, mobile or tablet. 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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    Verity Reviews

    Verity

    VRC Insurance Systems

    $150/user/month
    Verity is a comprehensive policy administration system that VRC Insurance Systems offers for P&C insurers. Verity is designed to meet the business requirements of program administrators, MGAs, and carriers allowing companies to consolidate software solutions onto a single platform and scale. Verity's features include built-in rating, policy issuance, claims processing, billing and accounting, online payment, batch renewals, insured portals, agent portals, carrier portals, API access, on-demand reporting, batch cancellations for non-payment, surplus lines, third-party integration options, and more. Services include custom development, training, data conversion, operational reviews, and system configuration. Contact VRC today to find out if Verity is right for you.
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    Go-Insur Reviews

    Go-Insur

    Pancentric Digital

    GO-INSUR is a digital transformation of the policy administration system. It offers an innovative cloud-based, cloud-based insurance solution that is flexible, robust, and quickly scalable. One of the UK's most respected digital insurance specialists, GO-INSUR was built by Marsh, Legal & General and British Friendly, among others. GO-INSUR allows you to quickly distribute new products and increase policy sales. Legacy systems and the high cost of new technology are limiting revenue growth in insurance. Go-Insur's cloud-based platform changes all that. It allows you to sell new products faster and expand distribution more economically. Our agile delivery and customer-centric design provide Insurers, Brokers and MGAs with an intuitive cloud-based platform that allows them to be responsive, flexible, and speedy. Go-Insur will help you get products to market quicker, exploit market gaps and expand your distribution. You'll also see a higher ROI on policies.
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    InsureCert Reviews
    InsureCert, a cloud-based insurance policy management system, is suitable for brokers, general agents, insurers, and managing general agents. InsureCert offers a central platform that allows users to create online shops, manage quotes, collect payments, and even issue property and casualty policies. InsureCert allows users to create white-label websites with custom landing pages. InsureCert offers a multi-rater pricing engine that allows users to create quotations and send invoices to customers instantly.
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    BriteCore Reviews
    BriteCore is a cloud-native core insurance platform for P&C insurers that unlocks business growth, delivers greater productivity, and provides a modern customer experience. With the BriteCore Platform, insurers easily administer policies, manage billing and claims, rapidly configure new products, and access detailed reporting and analytics in an all-in-one core system, including agent and policyholder portals. Trusted by over 90 insurers across North America, BriteCore’s policy administration solution enables medium size carriers and MGAs to efficiently manage their insurance operations and effectively compete with the largest providers.
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    OWLS Reviews

    OWLS

    OWLS Software

    $1000.00/month
    Our cloud-based insurance software provides greater accessibility to data, allowing you to react faster to client needs. With over 8000 insurance software features designed to simplify, streamline, and automate administrative processes, you are guaranteed to thrive and grow in the changing insurance landscape.
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    mPACS Reviews
    mPACS by Mandon Software, a specialist insurance software solution, is designed for insurance brokers, agents, managing general agents (MGAs), as well as Lloyds coverholders. mPACS is robust, flexible, and rich in features. It provides a complete solution to managing claims, policies, and quotations. mPACS is available on-premises and in the cloud. It offers a rich set features for documenting.
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    InsuredMine Reviews

    InsuredMine

    InsuredMine

    $69per user per month
    Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots
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    A1 Tracker Reviews

    A1 Tracker

    A1 Enterprise

    $800/month
    The vendor presents A1 Tracker as a robust and configurable risk management system that can be used standalone or in conjunction with other business segments within an organization. Risk Management & Threat Assessment: Register of risks to track risks at all levels within an organization. This includes entity, project, asset and contract, vendor, divisions, business units, regions, and more. Real-time risk reports and heat maps, dashboard metrics alerts & notifications. Contract Management Contract module to track all types of contracts with customers, vendors, employees, and customers. Claims & Incident Management Reporting on claims and incidents for any type of claim: injury, medical, customer, insurance or asset, liability, work comp, liability, etc. Certificates & Policies in Insurance: Policies & certificates for insurance tracking with reminders and renewals. For agencies & carriers policy management includes tracking clients.
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    TIS Reviews
    A comprehensive general insurance software that can be used by insurance companies to process all lines of business, including personal and commercial. All TIS modules are drawn from the same instance database and business rule repository. The application supports the entire spectrum of core insurance-related functions including client administration, underwriting, policy and endorsement generation, claims management, co-insurance/reinsurance handling, billing and collection of payments, cash receipts and disbursements, agency and commission management, production processing and management reports - all combined within a multi-company, multi-currency and multi-lingual system. Reinsurance accounting and automated subwriting systems. Insurance Products Generator and rating tool. Policy Administration. Billing and Collection. Software for managing claims. Management of agent commissions.
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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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    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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    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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    OPUS Reviews

    OPUS

    OMNIX Software Solutions

    You are likely familiar with the client administration systems that are used by insurance brokers. They offer many features and functionality that are often not required by brokers. Many of these systems were developed over 30 years. They have been updated to accommodate the 'new technology' of the 21st Century. The insurance industry has changed beyond recognition and the back-office requirements of most insurance brokers have also evolved. Specialist intermediaries, possibly with broker-to broker facilities, self-issuedelegated underwriting authority, and other such arrangements can place huge demands on the flexibility and scope of an insurance broker's administration system. OPUS was designed with niche insurers, specialist brokers, MGAs, intermediaries, and intermediaries in mind. OPUS is for staff who are familiarized with the main web browsers.
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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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    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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    AgencyBloc AMS+ Reviews

    AgencyBloc AMS+

    AgencyBloc

    $105.00/month
    AgencyBloc is a management platform for life and health insurance agencies that helps them grow and secure their business. It includes sales enablement, quoting, client and policy management, commissions processing, and more. AgencyBloc is your life and health insurance agency. It has all the features you need to manage your agency, communicate with prospects and clients, and grow your business from any location.
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    Phoenix Reviews

    Phoenix

    Anodas Software

    $50000.00/one-time
    Anodas Software Limited offers the insurance Policy Administration System. Phoenix is a flexible and scalable software solution that can be used by Insurers, Underwriters and Brokers as well as Managing General Agents (MGAs), Claims Managers and Claims Managers. A modular platform that can be adapted to all aspects of insurance business management. Phoenix is suitable for P & C as well as General Insurance. It also supports multiple languages, currencies, taxation, and regulatory requirements. Clients, policies, and claims can be identified with minimal matching criteria using search facilities, which include wildcard and pattern searches. Search facilities allow clients, claims, and policies to be identified using minimal matching criteria. Client, broker, policy, or claim reference can all be accessed directly. The policy rating can include all client information, including marketing and lifestyle information.
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    bluescape Reviews
    Bluescape supports all lines of business with its four core modules: Quote, Rating and Policy, as well as Claims. Each module can be integrated with bluescape Centricity. Bluescape, a digital platform, is designed to integrate with the best of breed niche solutions like chatbots, telematics, and specialist analytics tools.
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    InsureEdge Reviews
    Top Pick
    Damco's InsureEdge Insurance Software is an all-in one software designed to help insurance companies gain maximum value from its extensive modules. This highly configurable and customizable software features the best insurance processing functions in the industry. InsureEdge is suitable for multiple insurance lines and can efficiently and effectively manage and streamline workflows to increase profitability, performance, and accuracy. It supports a variety daily operations via back office automation and other modules such as customer relationship management, policy administration and claims processing. InsureEdge, an insurance software that is flexible and scalable, is the key to future-proofing your business.
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    LIDP Titanium Reviews
    Titanium is a next-generation, comprehensive, client-oriented, new business policy administration system driving digital change. It was designed for ease of use and minimizes risk. Life insurance carriers have access to a wide range of configurable products right out of the box. In just weeks, you can launch individual, group, fixed and variable, traditional and nontraditional life, health and annuity products. Titanium is an end-to-end platform that has been around for over 42 years. LIDP has a 100% success rate for conversion and implementation projects. The company is privately owned, which allows the focus to be on the customer and creating the best solutions for them. This ensures that the core solution of carriers can be used for many years to come.
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    Solartis Platform Reviews
    Solartis provides both innovative technology and on-demand administrative service, or a combination thereof, to solve your policy administration problems. Microservices are a flexible alternative to cumbersome legacy technology. Create custom solutions to simplify the purchasing and management of insurance. Stop creating workarounds to legacy technology. Use agile microservices to innovate and save time. You can reduce project risk and speed up development. You can choose what you need for your agency system, consumer portal, or full-blown carrier system. A startup auto insurer needed to issue new business insurance policies and develop their long-term extendable policy administration software. CHIC selected Solartis as a BPO service provider to support their current business, while CHIC and Solartis developed their innovative microservices-based solution.
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    Digital Payments Reviews
    One Inc is a single platform that allows insurance companies to process claims payments and premiums. It's the only solution that you need to provide a seamless payment experience. ClaimsPay® allows you to pay claims digitally and close claims faster. Digital claims payments can be delivered through preferred payment channels and methods to increase customer retention, reduce operating costs, and reduce compliance risk. You can give policyholders the digital payment options that they need without having to change your core systems or processes. Securely capture payment information without it being stored on your network. Reporting and reconciliation are quick, simple, and painless. You can put money back in your pocket by electronically processing outbound and inbound payments. No more long-winded paper checks or manual reconciliation and reporting.
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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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    Insurium Reviews
    Unified solution that provides a 360o view of all aspects of the P&C insurance lifecycle. A powerful, rules-based, multistate underwriting module automates the collection and creation of quotes, endorsements and cancellations. It also saves time and allows you to generate premium. A modern, streamlined and collaborative approach to claims adjudication reduces combined ratios. Facilitating information exchange with brokers can help increase business. From streamlining and standardizing information intake to giving brokers access to the information they require at any time, You can control which submissions your underwriters are looking at. Your policy holders will be able to access their policy information, claim intake and review, and online bill payment. This will increase customer satisfaction and retention. You choose the features you offer your customers to ensure the best user experience.
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    ISMIS Reviews
    ISMIS offers market-leading functionality out-of-the box, with the flexibility to adapt and add new features. Our UK-based experts, Chartered Insurance Institute, and Microsoft-qualified Insurance Technologists are available to support you from planning through to implementation and ongoing support. Our fully hosted, web-based platform ISMIS was designed for MGAs as well as insurers. It allows for incredible speed-to market and scalability. ISMIS allows you to sell and manage your products directly through your broker network or via integration with aggregators or comparative broker platforms. You can use the full point-of-sale functionality for quote, transact, and produce high-quality PDF policy documentation to cover new business, midterm adjustments, cancellations, and renewals across a variety of product types.
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    SSG Digital Reviews
    Innovator, connector, and leader in the insurance industry. We offer the UK's most comprehensive straight-through processing platform. Find out how our digital platform can help you meet your business needs. A digital experience that is seamless and agile will drive business transformation. Improved productivity is possible through the use of adviser and consumer self-service tools. Continual engagement with customers will result in a higher customer lifetime value. Customers and Adviser Portals allow customers to access policy documentation and make changes digitally in real-time. The components cover every aspect of the user experience, including full reinsurance reporting and integration with external portals and automated and clerical Underwriting. Flexible deployment - from complete deployment of the SSG Digital platform to individual components that can be integrated (e.g. Only underwriting, New Business only
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    Ignite Reviews

    Ignite

    Ignite Software Systems

    Our flagship system, Ignite Broker provides end-to–end policy management. This includes quote & buy online, customer self-service portals, and niche bordereaux schemes. It also offers full-cycle EDI. We are unique in that we are entirely cloud-based and use a single code base. All our clients receive upgrades every month. No more legacy insurance systems. It can be daunting to upgrade systems. Data migration is a concern, as well as the risk and time involved. Ignite has successfully completed data migrations from SSP and CDL, OpenGI, TGSL, OpenGI, and other legacy insurance broking systems. This process is simplified thanks to our extensive experience in the field. It also offers a valuable opportunity to cleanse and re-engage your data. We thrive as a team, in a flexible, inclusive, and friendly environment. We are honest and professional. We go out of our way for a happy environment and never let anyone down.
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    U-PAS Reviews
    We are proud to design cost-effective, custom-built software solutions that fit your business's needs and management needs. This is done by combining innovation with the best-of-breed solutions. We can solve your problems. Unplugg IT Solutions' primary goal is to meet the needs of all stakeholders in the burial industry, whether they are a Funeral Parlour, Broker or Administrator, or an Underwriter. We create the best policy administration software. This core system is enhanced by a range integrated workflow, electronic documents all designed to work smarter, faster, and with greater clarity. Our team of business consultants and developers are highly skilled and work together to provide the best possible solutions for our clients through a wide range of platforms. Unplugg IT offers a market-leading range of integration solutions. We work closely with our clients to better understand what they need to help them unify their information.
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    Proformex Reviews
    Easy-to-use technology that simplifies post-sale servicing. One secure system of record for all your annuities and life insurance data
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    AGO Insurance Software Reviews
    AGO Insurance Software, Inc. is a leader in software and services for property- and casualty insurance companies. We have provided cost-effective business solutions to insurers of all sizes. Our products include solutions to policy administration, claims processing and accounting. Our software will streamline your business operations, making it more productive, efficient, and profitable. Our system is modular and can be installed as either a complete system or as separate modules that can be licensed separately. This allows for collaboration with legacy systems or third-party systems.
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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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    Canary AMS Reviews

    Canary AMS

    TechCanary

    $100.00/month/user
    1 Rating
    TechCanary is a leading technology company that provides cutting-edge software solutions to brokerages, insurance agencies, agents, and other businesses. TechCanary's core product is the Canary AMS. This cloud-based, analytics-driven agency management system (AMS), maximizes agent productivity while improving customer service. This insurance solution is 100% built in Salesforce and helps agencies and brokerages manage their policies and fulfill all their service and sales needs.
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    Quotall Reviews
    Quotall empowers insurance brokers with unique e-trading capabilities and expert insurance consultancy services. Quotall is a specialist software house that offers next-generation technology. We offer a sophisticated, global e trading capability that integrates with the most recent digital applications and services. Our clients are able to access markets faster, achieve greater cost efficiency and profitability, as well as deliver the full-cycle, self-service, multichannel user experience that today’s consumers expect. We help our clients get the most out of our software by providing market-specific marketing and sales consulting to assist with digital transformations and promotional activity.
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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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    TIA Reviews

    TIA

    Sapiens

    $500000.00/one-time
    Agility is the only way to respond. The Tia Solution was designed to meet the ever-changing requirements of niche, major league, and mid-sized insurers who want to bundle services and promote them for better customer engagement. Think standardization and automation. Think machine learning and artificial intelligence. And think: Software-as-a-Service, IoT, open source and REST APIs. Our digital ecosystem allows you to cover every link in every insurance value chain and lets you pick the modules that you need to communicate with users. Over 20 years of experience in developing insurance software have taught us that change is the only constant. Software that helps insurers around the world target their users quickly, and not just the system requirements, is what we develop. We are proud of our Scandinavian heritage and listen before we launch. Then we turn our meticulous attention into new design standards. In close collaboration with customers, partners, and peers, we are creating the future of insurance.
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    LexisNexis Campaign Analyzer Reviews
    You can identify the impact of brand impressions, marketing and customer communications. Campaign Analyzer allows you to evaluate your current marketing programs and drive better results. Evaluate acquisition campaign effectiveness. Campaign Analyzer measures the effectiveness of marketing campaigns to inform future initiatives. You can identify your target markets better. You can tailor acquisition campaigns to meet their needs and wants. For valuable insights, track campaign results. Increase your knowledge of the quoted population profiles. Overcome the challenges associated with analyzing campaign results. Campaign Analyzer generates detailed reports based upon insurance-specific data. Get detailed insights into the shopping, demographic, and lifestyle profiles of potential customers. Identify marketing opportunities.
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    C2MS Reviews
    You can bring new and existing products to market via various sales channels, including self-service portals or mobile apps, broker networks, broker websites, aggregator sites, White Label schemes, direct to market, and broker networks. You can use powerful CRM tools to manage consumers, agents and brokers. Automate renewal invitations, offer web logins and self service facilities. Assign account managers and manage accounts. Integrate seamlessly with top aggregators via C2MS APIs or surface rating engine services that provide real-time quotes. Connected to MoneySuperMarket and GoCompare, Compare the Market and Confused.com. Powerful GUI tools allow you to create and configure Products using data modeling, validation logic, mapping for web services, and reporting.
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    WaterStreet System Reviews
    WaterStreet's P&C platform and policy administration services can help your company do more. WaterStreet's services suite provides outsourcing for insurance business processes and extends a high-quality customer service with advanced technology and processes. Agents who have better visibility and engagement with policyholders are better equipped to identify cross-selling opportunities, and proactively assist customers when they most need it. Process automation and real time document and data access allow for quick and accurate data delivery to ensure accountability and visibility. WaterStreet P&C Insurance Suite combines all your data and processes, eliminating the need for multiple software systems. Excellent example of customer service between client, agent, and insurance company.
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    IMPACT Insure Reviews
    IMPACT Insure, the next generation in insurance risk management and back office software, is now available. We have a solution that can be customized to suit your business, no matter how small or large you are. In many cases, you can have a more automated system. IMPACT is for general insurers, risk insurers and insurance brokers. We can support any type business, including marine, aviation and buildings, as well as motor, general, pet, reinsurance, and medical. Large, established multinational insurers have clients as well as small and medium businesses that are looking for software to help them grow. IMPACT provides complete customer management and multiple policies to suit different business types. It can handle claims and has a fully paperless office document generation system and management system.
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    CertAdvisor Reviews
    Recordables has been providing software for a wide range of employers for nearly three decades to automate their claims filings, tracking, and reporting. CertAdvisor by Recordables makes it easy to manage compliance of incoming Certificates of Insurance. Our software electronically stores insurance certificates, reports any deficiencies, notifies vendors via automated emails and/or letters, and notifies them of the deficiency. It is now much easier to manage thousands of certificates than it was in the past. Notifications for certificates about to expire, track multiple insurance types, unlimited vendors (different requirements each vendor type), track limits and liability compliance, automate form letters or emails, notify internal departments if vendor deficiencies, vendor notification log. Electronically store certificates and other documents. Notes with spell check feature. Multiple standard reports.
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    BluInsurance Reviews

    BluInsurance

    BluRoot

    $45 per user per month
    Best CRM software for agents. BluInsurance, one of the most popular CRM softwares for agents, manages your client base and simplifies complex operations. BluInsurance allows agents to quickly select the right markets and create concise, personal submissions. BluInsurance tracks progress and keeps both the broker as well as the carrier accountable once they have been sent. BluInsurance records all online leads from your website and third-party sites. It notifies the appropriate agent to follow up. Agents can use custom online forms to collect information and create policies once contact has been made. BluInsurance's integrated email and SMS marketing campaigns make it easy to keep in touch with clients and build relationships to ensure you capture renewals.
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    CIGMA Reviews

    CIGMA

    Artemis Solutions

    Common insurance software has two major problems. First, many 'off the shelf' solutions don't provide the functionality you need. A bespoke system can also be costly and time-consuming to develop. CIGMA, a cloud-based modular insurance software system, allows us to quickly create a solution that suits your business needs. We can also use your branding and internal processes to make it easy. CIGMA was designed with the financial and insurance industries in mind. It has a standardised approach to interacting with clients and users. This means you won't have to worry about regulatory compliance. All sales staff, brokers, underwriters, and management can log on from a website or mobile device to view, approve, or track client records and quotes. All client records are recorded and tracked. Online application forms and quotes can be customized to your requirements and modified as your business grows.
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    CTrax Reviews
    Our proprietary OCR technology will automate your work and instantly read and populate all your COIs within the system. Our certificate of insurance tracking software will save you and your employees hours of manual entry. Don't let expired COIs slip by your fingers! You can easily schedule renewal requests and send emails to communicate with the necessary parties about policy status. Our configurable interface makes it easy to view all important COI data. You don't want to be the middleman. Producers, Providers and Vendors have the option to upload Certificates of Insurance directly to CTrax. They can also check the status of their COIs in file for verification on-the-spot. Confidence in organizing projects To make it easy to track and manage vendors over time, group COIs by project. This is the ideal solution for clients who have vendors on multiple assignments.
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    Prima XL Reviews
    Prima XL, formerly WebXL, is a cloud-based, intuitive reinsurance software. It collects, centralizes and analyzes all data for brokers, reinsurers and insurers. Prima XL tracks all information related to your reinsurance policy (treaties, facultative policies and claims, incidents and technical data, financial data and more). All of your policies can be managed, from their underwriting through to their switching and renewals. Prima XL is a flexible solution that can be used by international organizations with multiple currencies and different GAAP requirements. Prima XL allows you to view all your reinsurance policies in one place. This gives you greater security and visibility in your data processing. Prima XL can handle all types of contracts including facultative reinsurance and treaties, as well as proportional and non-proportional contracts. It also handles excess loss, stop losses, quota shares, and many other issues.
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    Sibro Reviews

    Sibro

    Sibro

    $4500.00/one-time/user
    SIbro software for insurance brokers helps you organize and track each stage of a policy, from prospect management and renewal follow-ups to preparing RFQs, comparing quotes, collecting payments, delivering the policies to clients in order, endorsements and more. Sibro's insurance claim management module automates and simplifies your in-house claims process. Sibro provides the necessary documents for a claim. It can retrieve real-time claim updates via TPA Integration. They can help you in ways that you never imagined. Sibro's accounting module corrects errors and ensures that insurance brokers receive their due receivables. It allows you to track each receivable invoice, and their reconciliation. It also reveals cases where we have missed receiving brokerage. Sibro simplifies your IRDAI Compliance process.
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    ISI Enterprise Reviews
    Insurance Systems Inc. (ISI), was founded by Terry Neilson in 1997. He recognized the need for modern IT solutions that would change how insurers interact with their insureds. ISI was founded on this premise to develop and implement custom software solutions. As the insurance industry changed, so did our technology requirements. In order to be competitive, insurers needed advanced graphical user interfaces (GUI), which allow them to create new products and make business changes via configuration, not through software development. We introduced ISI Enterprise in 2010, a complete end-to-end solution that is flexible and configurable for all P&C insurance companies. Our team of architects, business analysts, and quality assurance analysts has continued to develop and implement new features to the advanced architecture to keep up with the changing marketplace.