Best RiskPartner Alternatives in 2025
Find the top alternatives to RiskPartner currently available. Compare ratings, reviews, pricing, and features of RiskPartner alternatives in 2025. Slashdot lists the best RiskPartner alternatives on the market that offer competing products that are similar to RiskPartner. Sort through RiskPartner alternatives below to make the best choice for your needs
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Predict360
360factors
17 RatingsPredict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need. -
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Cloud Claims
APP Tech
9 RatingsAPP Tech pioneered the incident-based approach to claims and risk management. Since 2003, we’ve delivered integrated technology solutions to hundreds of customers across North America — to improve claims-management efficiency and scalability, increase visibility, shorten response times, lower premiums, and prevent risk events. Cloud Claims by APP Tech is a top-rated risk management and claims software solution. IMS is a purpose-built software solution for self-insureds, TPAs, and companies who want to track their claims and losses. It helps users manage the entire claim lifecycle, from the initial incident report to issuing payments and collections. It offers a variety of features that allow users to have complete control over their claims, as well as risk information. These include incident management and claims management, workgroup tools as well as reporting, insurance tracking, and many other features. We’re proud of our 100 percent implementation-success rate and excellent customer-retention rate, a result of our commitment to understanding our clients’ needs and rolling out solutions that work for them. -
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SmartCompliance
SmartCompliance
3 RatingsSolutions for insurance tracking and compliance management. Full-service and self-service solutions that automate renewals of insurance certificates or proof of insurance. They also eliminate the need for manual data entry. Software and services for COI tracking that automates the tedious process of collecting certificates of coverage, renewing requests and confirming compliance with third parties. Property managers can easily track the tenant's policies using proof of insurance tracking software. This software helps them to comply with their renter's insurance requirements. Services that simplify the creation, delivery, storage, and management of certificates of insurance. SmartCompliance is the most trusted provider of certificate of insurance, proof of insurance tracking, issuance and compliance management. -
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Your Safety & Compliance Made Simple! Businesses that operate in the construction, oil & gas, mining, manufacturing, electrical, plumbing, heating, and excavating industries know all too well how important it is to comply with all mandatory documentation. It is also important to know how a company organizes everything. SiteDocs is an interactive safety management system that transforms organizations from pen-and paper archiving to a fully cloud-based, digital workspace. The system is accessible from any device running iOS or Android and features allow users to work remotely, on mobile, or offline. Employees can now sign and upload photos, add comments, and acknowledge receipt of important documentation. Administrators can also ensure that records, reports and certifications of staff are automatically updated by using the web-based panel's system parameters.
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CertVault
Patra Corporation
CertVault, a cloud-based repository and delivery system, allows brokers, insureds and holders to instantly access insurance certificates. The platform stores certificates securely, extracting vital data and organizing it in a central vault. The certificates are secured with blockchain technology. This prevents any alteration once uploaded and ensures integrity and transparency. CertVault notifies certificate holders in real-time when new certificates become available. It offers a user interface which displays key details like expiration dates, carriers, and insured names. The platform facilitates efficient certificate management while reducing costs and increasing accessibility for all stakeholders. The system verifies each delivery, and the blockchain ensures data security. -
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InsureCert
InsureCert Systems
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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C2COI
C2COI
C2COI, a cloud-based management and tracking system for certificates of insurance, is user-friendly. Manage your COIs with confidence and ensure insurance coverage continuity for professionals. You can view all the important COI information of your business partners at a glance using our dashboard. You can search for all of your partner policies by date, policy type or expiration date. Always be audit-ready. C2COI will track all of your business partners' policies, and notify you and them when they are about to expire. C2COI tracks and manages certificates of insurance for multiple industries, from contractors to insurance agents, risk compliance managers, and property managers. Automating the tracking of certificates of insurance saves both time and money. Savings in time and money for staff and management, especially during annual policy audits. -
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COI Pro
COI Pro
COI Pro is a leader in certificate of insurance tracking software. It streamlines the process for collecting, verifying, managing and storing COIs. COI Pro is a leader in COI tracking software. It streamlines the process for collecting, verifying, managing and distributing certificates of insurance. COI Pro is used by organizations to reduce risk in their supply chains and reduce the administrative burden associated with document management. COI Pro works with small and medium-sized businesses as well as large corporations that rely on vendors, contractors, or suppliers to run their business. Software solutions that simplify insurance certificate tracking can streamline your life. COI Pro will transfer all documents within 72 hours of an agreement being signed. We offer easy-to-use templates and upload capabilities for new certs. Unique COI requirements can easily be set up at the business unit or division level. -
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Docutrax
Risk Toolbox Inc.
$4,500 per yearDocutrax's online system for tracking documents and certificates of insurance is designed to meet best-practices risk management goals. The system automates many of the tedious, time-consuming, and error-prone processes involved in obtaining and tracking COIs or other documents. Docutrax has been proven to achieve higher rates of insurance coverage compliance, at lower cost, while enhancing business processes in ways previously unimaginable. Its flexible interface can be adapted to any business organization. All parties involved are automatically notified via customized vendor/broker notifications, and pushed email alerts to the designated personnel. Our licensed insurance and support personnel ensure informed customer services to our client (tenants, vendors/suppliers, contractors or franchisees). Their insurance agents. -
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TrustLayer
TrustLayer
Avoid lawsuits and claims that could cost your company millions. We eliminate the need to perform tedious manual tasks. TrustLayer automates the verification and management of certificates of insurance using AI & machine-learning technology. Our technology allows you to verify coverages and check exclusions, gain insight into insurance validity in real time, and much more than traditional tracking tools. For frictionless onboarding, real-time proof of insurance. You can easily request, verify, track, and track vendor insurance coverage. Customers can get live proof of insurance. Repetitive tasks can be reduced, which can lead to errors and take too much time. You can easily request and verify proofs of insurance from business partners. Verify insurance coverage and other compliance documents instantly. You can create new compliance goals for any information that you need to verify. -
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Jones
Jones
COIs and insurance documents can be collected, verified, and approved with ease. Simplifying risk management can reduce risk, ancillary expenses, and revenue losses. Prequalify your subcontractors and ensure they comply with COIs faster by vetting, prequalifying, and ensuring their compliance. Jones helps construction and property management companies reduce insurance risk for every project, property, and application. Real-time tracking and management of COIs and insurance documents. Management of the entire process and aggregated analytics. Access tens-of-thousands of prepopulated insurance certificates, documents and contacts to improve compliance and manage vendors procurement in a faster, smarter way. Check the predicted compliance status of vendors before hiring them. Share vendor insurance information between your properties to eliminate redundant tasks. Instead of collecting each COI from scratch, you can use the existing vendor data. Create new requirements by extracting requirements directly from contracts. -
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myCOI
myCOI
Ask your CFO or your risk manager how much lawsuits and claims can cost your company. If you collect certificates to confirm that they have been received, there is no guarantee that you are meeting your requirements. myCOI Central was built with insurance industry logic in mind to ensure that you are protected and have the right coverage. No more stacks of certificates in your office, or frustrating phone calls to track down certificates. myCOI Central automates your company's insurance certificate requests, collection and compliance resolution. It also gives your team a centralized repository for viewing compliance. Provide your insureds with industry-leading, agency-branded insurance tracking software. This will increase their business and retention. Offer the software alone or add your own compliance review service. -
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Constrafor
Constrafor
$15Our cloud-based solutions are industry leaders and can streamline your back-office tasks. Our integrated platform automates contract administration and COI compliance, procurement, billing, and many other tasks. Our industry-leading COI management platform streamlines and automates insurance compliance. Our cloud-based solutions remove the hassle from risk management so you can feel confident in your protection. Compliance with COI has never been easier. Streamline client and subcontractor contracts. All your documents can be found in one place. Log change orders easily, make it easy to track changes and automate the signing process. Our state-of the-art Machine Learning and AI algorithms are used to analyze insurance documents. This eliminates the need for manual entry. Automated communications with subcontractors are available so that you don't have to deal again with lengthy email chains. We will notify you automatically when your insurance documents expire. -
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Billy
Billy
Annual SubscriptionBilly is a comprehensive solution for managing insurance and compliance effortlessly. It allows you to pre-qualify subcontractors and streamline the tracking of essential documents like Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. Integrating seamlessly with platforms such as Procore, Autodesk, Sage 300, and JD Edwards, Billy eliminates the need for duplicate data entry, reducing errors and saving time. With automated reminders for expiring documents, real-time compliance monitoring, and proactive alerts, the platform helps businesses stay on top of their compliance needs. Billy also offers advanced features like an insurance wallet and AI-driven solutions that connect contractors, brokers, and carriers, creating seamless workflows. Tailored for the construction industry, Billy simplifies complex processes, enabling teams to focus on winning projects and ensuring compliance efficiently. -
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HoundDog
HoundDog
HoundDog automates all aspects of the certificate of insurance verification and collection process. You can easily get other compliance documents, such as W9s and MSAs. Subcontractor agreements and more. It is not efficient to use internal staff for chasing down and verifying COIs and compliance documents. HoundDog can automate all of this at a fraction the cost. HoundDog uses AI to capture your documents. The organization is at risk when COI renewals are not collected on time. Over 25% of businesses are estimated to be uninsured. You want to avoid this problem. HoundDog can instantly reveal coverage gaps by automatically retrieving renewals. HoundDog collects COIs, other documents and contracts from your contractors and vendors (and sometimes directly from insurance agents). Our software uses AI and machine learning to read data and compare it with your requirements. -
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Pins Advantage
Pins Advantage
Avoid delays in projects, fines and legal consequences from coverage gaps. Notify insureds automatically of renewals, and work with agents easily on COI submissions. Reduce the amount of time you spend dealing with insurance coverage and compliance. Use templates to standardize workflows, and apply requirements to each insured on a project. By optimizing team workflows, you can avoid penalties and administrative overhead. You can be confident that your contractors and vendors have up-to-date insurance policies and are in compliance. PINS allows you to focus on the important things while knowing that your insurance is covered across your entire business. Standardize and automate your insurance submissions according to your preferences. We use OCR with machine learning to make the certificate flow as fast and easy as possible. PINS checks that the submissions meet the requirements. -
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bcs
bcs
$0.50 per monthOur top-rated software is trusted by top companies around the world. Upload a document to scan and review it automatically. The bcs extraction tool scans the COI in real-time and displays color-coded results. Vendors or agents who submit COIs can see the live, color-coded feedback and correct any discrepancies. Manage compliance and streamline vendor-onboarding processes with ease. COI tracking is important, but vendor compliance includes so much more. Bcs can help you with the entire process. Our powerful search tool allows you to find pre-qualified vendors near you instantly. Review their profile and read reviews from peers in the industry. Even the most sophisticated lease, loan, or contract agreements will not protect your organization if you don't have compliant insurance. With bcs's Certificate of Insurance tracking software, you can stop hunting for COIs. -
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CertFocus
CertFocus
Fully domestic certificate of insurance tracking system that is flexible, proven, and scalable. It delivers the industry's highest compliance levels at over 90%. We earn your business every single day by providing the highest level of compliance, best-in-class service and improved economies. CertFocus doesn't require long-term contracts. Our clients can choose between our self-service and full-service models. It is simple, quick, and easy to implement. You can group dashboards and reports by region or function, and then combine them into full corporate reporting. Other certificates of insurance tracking solutions only diagnose or track compliance. Our innovative service, which is supported by credentialed professionals in insurance, solves the problem, increasing COI compliance. -
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COI Tracker
COI Tracker
COIs are not glamorous or exciting, but they are important. It is important for any organization to reduce claims and lawsuits, which can be damaging. COI Tracker takes the frustration and struggle out of collecting and verifying COIs. We are experts at tracking COIs. We promise that you will not waste time making calls, playing telephone tag, or sending the same email five times to request certificates. We will take care of checking renewal dates for you. Vendors, subcontractors and vendors will tell you how easy it is to use COI Tracker for submitting their COIs. Our system is automated, but if you need to contact us, we are always available. -
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TrackSurePro
TrackSurePro
Without the right tools, managing risks and maintaining compliance can be difficult. TrackSurePro is your ultimate solution for tracking certificates of insurance. Our cutting-edge software transforms COI management from a complex, time-consuming process into a streamlined and worry-free one. COI tracking (or certificate of insurance tracking) involves managing and tracking certificates of insurance in order to ensure that they are current and compliant with business requirements. Effective COI tracking in today's complex business world is more than just a good practice. It's a requirement. Implementing a robust COI system will protect your business from potential liabilities, ensure regulatory conformity, and streamline operations for greater efficiency. Businesses can reduce risks by implementing a COI tracking system. This will ensure they are protected, compliant and efficient. -
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Evident
Evident ID
Our advanced TPRM platform will transform your approach to managing key partners. Our solution goes beyond the traditional risk management model by integrating the evaluations of suppliers, vendors and customers into an automated, unified system. We enable you to focus on the most important things: proactive and strategic risk management of your most important relationships. -
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InsureMO (Insurance Middle Office), is an insurance platform that allows for the creation of use cases for any product or channel. It is available to brokers, insurers, agents, InsurTechs, start-ups, and channels. InsureMO is the core of the insurance industry ecosystem. It allows insurers to create products quicker, solution providers to include their innovations, and distributors to create apps that can be used to sell products to customers.
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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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Asuretify
Asuretify
$1 per monthImagine not having to pore over COIs in order to verify insurance compliance. Asuretify’s AI technology extracts important data from COIs and other documents such as policy documents, endorsements and more, to give you a complete picture. Say goodbye to manual reviews and spreadsheets, and hello to automation with your AI assistant. Asuretify powered By Injala uses advanced artificial intelligence to reduce your insurance verification burden. Asuretify uses AI technology to allow you to read and review policy documents within minutes. Our AI can deliver the details you need, whether your trade partners only provide a COI or a complete policy. This allows you to complete the verification quickly and move on with more important tasks. Imagine never again having to ask for your trade partners' insurance documents. Asuretify allows you to invite your business partners to upload their documents quickly. -
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FileHandler Enterprise
JW Software
FileHandler Enterprise helps TPAs, insurance carriers, public entities and self-insured organizations automate processes and improve efficiency. Our software keeps you on track with automation and customization, creating a standard claims management process for your business. From implementation to continuous, dedicated support through our Quality Assurance and Implementation Team Members, our goal is to deliver our client partners an effective business management tool, empowering them to automate workflows and increase productivity throughout their business cycle. FileHandler Enterprise allows businesses to facilitate integration with several third-party applications. We ensure that our software works well with preexisting systems in an essential part of our goal at JW Software; helping create customized third-party integrations for your preexisting ISOs, state systems, insurance systems, and much more. FileHandler Enterprise™ software will help you manage and close claims quickly, process payments to parties or vendors, and provide advanced reporting necessary to manage your business. -
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Direct Claim Solution
Innovative Computer Systems
1 RatingClaims and Litigation Management Software for Captive or Risk Retention Group property or casualty claims. Direct Claim Solution provides a complete system that manages vendor, claims, and policy management for Self-Insured programs, Captive programs, or Risk Pool programs. This tool provides industry-specific tools for analyzing and investigating law. Modules for litigation management, subrogation, loss recovery and document management are included. The Merge feature allows for easy email or letter creation. The robust report screen allows management to query multiple conditions of claims by date ranges, state of loss and exposure type. External service providers can access the system and populate the fields as required to speed up reporting and collaborative analysis. See our website at www.directclaimsolution.com -
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RLDatix
RLDatix
The most widely used patient safety platform. Comprehensive patient safety software that can drive long-lasting change and performance improvements in your organization. Global community of patient safety experts. RLDatix is a global community of patient safety experts. RLDatix customers, industry leaders and thought leaders can share their best practices and inspire you with their ideas. RL Suite Comprehensive solutions for patient safety to support your safety and healthcare quality efforts. Your data can be turned into actionable intelligence that will help you reduce and mitigate risk. By identifying and reducing infection rates and clinical risks, you can intervene quickly and keep patients safe. Engage patients in real time to ensure that they have the best experience possible. To ensure compliance and institutional learning, centralize policies and procedures. -
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Aclaimant
Aclaimant
FreeRMIS is designed to provide insight and results. Empower your employees with the RMIS to drive productivity, reduce total risk costs and deliver insight. Active risk management is the strategy of empowering your employees to manage risk more effectively by leveraging technology which is centralized and connected, scalable and data-driven. Aclaimant’s centralized system connects your risk office with incidents on the ground, allowing you to successfully reduce accidents, claim lag times and case duration. Reduce the cost of your claims by improving prevention and mitigation. This will improve your insuranceability. Automated, mobile-first technology and automation will help you better utilize your superior safety and risk talent. Aclaimant improves the morale and retention of your team and keeps them focused. Access case studies and other content to learn how to put the Aclaimant platform into action for you and your staff. -
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Trava
Trava
Your cybersecurity needs are unique, and require unique solutions. We meet you right where you are and guide you through every step of your compliance, assessment, and insurance journey. While your goal may be to achieve industry certifications like ISO27001 or SOC2, it doesn't end there. Trava's modern tools will help you bridge the gap between where your are and where you want it to be. They give you control over your risk, allow you to repair the most vulnerable areas and transfer risk through insurance. Our platform is simple. We give you better security/risk insight on potential clients so that carriers make informed policy quote decisions (which often means a lower price than your competitors). Compliance is an essential part of a comprehensive cybersecurity strategy. Trava can help you on your compliance journey. Increase your service offerings and revenue. Be a trusted strategic partner for your clients. -
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Brokers and employers can get compliance solutions for their risk management, safety, and compliance needs. You will stand out from the rest and be your clients' trusted broker of record for risk management guidance and assistance. KPA's Risk Management Center empowers clients to manage risk and reduce claims, losses, as well as associated costs. Your clients can use the comprehensive tools in Risk Management Center to manage and mitigate compliance, regulatory and operational risks that are associated with their business, regardless of whether they are focusing on employee benefits or property and casualty.
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CertAdvisor
Recordables
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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Cratchit LTX
Systeme Software
No matter if you are an agent in a call center or insurance company, your ability to do business depends on the licenses and appointments that you issue to your agents. Systeme Software proudly presents Cratchit™ designed to give you the flexibility and efficiency you need to achieve your goals. Our software has been helping insurance professionals at all levels to keep their data under control, allowing them manage the day-today issues in the insurance industry. Our software is easy to use and does not require any special requirements. It is entirely web-based, so you don't have to download, install or update anything. Cratchit was developed by PC Designs, Inc., Wayne, PA in 1983. Your company's compliance with federal, state, and local laws is crucial. Cratchit LTX™ will ensure that you don't have to worry about your sales team and their licenses ever again. We follow these rules and keep our software up-to-date. -
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Ncontracts
Ncontracts
Ncontracts offers powerful risk management and compliance solutions for financial services companies. Founded in 2009 by a regulatory attorney with years of experience in the banking industry, we work with over 4,000 companies in all 50 states to manage risk and compliance. The Ncontracts suite of solutions covers every aspect of risk and compliance management, from strategic to tactical. Choose modules for your specific needs -- or build an integrated, comprehensive system that creates efficiencies across your organization. -
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RiskEnvision
Ebix
RiskEnvision is a modular and comprehensive suite of enterprise-level RMIS solutions that provides a 100% web-based total risks management and claims administration solution. RiskEnvision can be used to support risk management, claims administration functions, including payment processing, reserve managing, form letters, correspondence, policy management, diary, reporting, etc. for Auto, GL, Product, Property, Worker Compensation lines. It is a user-friendly application that requires minimal maintenance overhead. RiskEnvision can be deployed immediately so that you can quickly reap the benefits of a 100% web-based application to manage risk and administer claims. -
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Docsumo
Docsumo
$25 per monthIntelligent OCR technology and Document AI software allow you to convert unstructured documents like bank statements, pay slips, and invoices into actionable data. It can work with any document format. In just a few clicks, extract totals, invoice numbers and payment terms from multiple invoices. To automate decisions, categorize table line items. Validate data captured with an external API or database and review the data. Your data is protected with enterprise-grade security. Docsumo gives you complete control over the data that is processed through Docsumo. -
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Agency Master
Agency Master Insurance Software
Agency Master is a state of the art insurance agency management software solution that was specifically designed for the trucking, equine and aviation industries. Agency Master is available in cloud or local settings. It promotes paperless offices by providing powerful capabilities such as workflow, certificates accounting, ACORD, company-specific forms and integrated e-mail. Reporting, carrier access, history and more. Agency Mater features an intuitive toolbar with task list and everything an agency needs in order to seamlessly manage their client base. -
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COREFIN Insurance Software
Corefin
COREFIN Insurance & Broker, a vertically tailored management solution based upon Microsoft Dynamics 365, allows insurance brokers and insurers to manage their entire business and gain a 360 degree view of their customers. COREFIN brings together the flexibility and scalability of the platform to aid companies in the insurance industry systemize their business and analyze their performance. It was designed to allow you maximum control over setting up new products and services, as well as managing the system without the need for IT support. You can also define business processes and procedures in real time. All processes are automated with workflows to ensure that staff follow business procedures. CoreFin Insurance Core System allows for easy access to all data and activities. -
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Origami Risk
Origami Risk
Origami Risk provides integrated SaaS solutions designed to help organizations--insured corporate and public entities, brokers and risk consultants, insurers, third party claims administrators (TPAs), risk pools, and more, transform their approach to managing critical workflows, leveraging analytics, and engaging with stakeholders. Origami Risk has won five consecutive Business Insurance Innovation Awards. This is because we work closely with our clients to create solutions that address real-world problems. Origami Risk was founded in order to provide real-world solutions that are industry-leading for risk professionals all over the world. This continuous effort is reflected in Origami Risk's acceptance of the 2021 European Risk Management Award as Technology Innovation of the Year. Comprehensive, integrated solutions to reduce incidents and hazards. -
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Insurium
Insurium
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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CaseworksPro
Insurance Technology Solutions
$25000.00/one-time CaseworksPro is a web-based, affordable claims administration system that can be used to support a wide variety of claim processing needs. CaseworksPro was developed by Insurance Technology Solutions and is designed for carrier claims departments, self insured retentions (SIRs), and third-party administrators. This simple-to-use software offers many features, including SIR client-centric workflows and policy data capture, oneff and scheduled payment, user-defined access permissions and check printing, electronic reporting, NCCI and ISO code capture. -
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SohamLife
Dream Tekis Software
$250 per monthSohamLife 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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Quantivate
Quantivate
Quantivate has been helping organizations efficiently manage their governance, risk, and compliance (GRC) initiatives since 2005. Quantivate’s scalable technology and service solutions equip organizations of all sizes to make more strategic decisions, improve performance, and reduce costs. Learn about how Quantivate’s integrated platform can simplify GRC management at quantivate.com. -
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Capsule
Capsule
Capsule, a software solution for enrollment and billing, is designed to enhance the product offerings of Third-Party Administrators. Capsule, developed by MPB Solutions LLC uses the latest software development tools to lead the industry in enrollment and consolidated remittance and billing. The system generates client invoices for different insurance premiums using enrollment data and business logic tailored to billing needs. It is designed to be accurate, reliable, and easy to use. The core code of Capsule is operational for almost seven years. It generates over 1,000 invoices per month and facilitates services for nearly 80.000 employees and dependents. This shows its dependability, with minimal invoice errors or downtime. The platform has a new front-end designed to reduce user interaction in the monthly billing process. -
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ClpHub
ClpHub
ClpHub, a global provider for cloud-based insurance software designed for insurance companies in all sizes, is a global leader. Their platform provides a flexible configuration tool which allows the creation of any type of product without a development process. This allows businesses to create new products and services with configuration tools. No coding is required, no development team and no technical knowledge is needed. ClpHub automates business processes for policy and claim administration, reducing costs and manual work. The platform allows remote onboarding. This allows customers to be onboarded without having to visit a branch. It also offers a user-friendly, intuitive interface that employees will enjoy, powerful APIs to integrate third-party services and customer portals into the insurance core, as well as a platform that is accessible from any device with an internet connection, including PCs, laptops, tablets, smartphones, or mobile phones. -
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Greenstone SupplierPortal
Greenstone
SupplierPortal is a sustainable supply-chain software solution that provides transparency and compliance for your entire supplier network. Align supplier management practices and sustainability goals. Consolidate supplier engagement on one platform. Identify and manage supply chain risks. Calculate the scope 3 GHG emissions. Use key sustainability metrics and other business metrics to conduct a robust supplier due diligence. You can measure and improve supplier performance in key areas that are important to your business. A cloud-based sustainable supply chain solution that can be accessed from any browser, anywhere and by unlimited users. SupplierPortal can be deployed across multiple business areas and project groups, with data and users segregated accordingly. You can create supplier assessments that are relevant for your business and suppliers by using a combination best practice and customised content. -
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EbixASP
Ebix
EbixASP is an online agency management system that was built from the ground up to fully take advantage of the internet. An agency no longer needs to worry about updating agency management software or if a backup is valid. Microsoft Internet Explorer 11.0 is all that is required. Access to your data is now available anywhere, anytime, and anyplace. Your EbixASP system can be extended to your cell phone, so your agency can keep you updated with important messages while your doing what you love - selling insurance! EBIX, an international leader in On-Demand software, E-commerce services for the insurance industry, Ebix, Inc. (NASDAQ: EBIX), provides end-to-end solutions, including carrier systems, agency systems, risk compliance solutions, and custom software development for all entities involved with the insurance industry. -
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Hi Marley
Hi Marley
Hi Marley's texting platform connects carriers and their partners to customers for the moment of truth. Hi Marley provides insurance carriers with all the necessary tools for claims, underwriting, and policy interactions. Insurance carriers can deliver the seamless, modern communication experience that today’s insureds demand with our integrated, AI-enabled SMS solution. Hi Marley is a platform that is exclusively designed for the insurance industry. It offers best-in-class functionality and features that are sure to delight customers. Our web-based application allows representatives to interact with customers while they communicate with them via text. No app downloads or webpage visits are required. Hi Marley is more than a texting platform. It's an investment in your customer's journey to insurance. Our team is rooted in insurance and solves the problems we know. -
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BriteCore
BriteCore
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. -
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RiskVille
RiskVille
RiskVille helps you automate core routine tasks in policy, claims, and risk management. All your day-today operations, including customer relationships, claims and policies, can be managed in one system. RiskVille, a cloud-based software solution for all types of insurance businesses, is designed to help you manage your day-to-day operations. We are familiar with your business and understand how important it is to have a complete picture of your business. We also know how important it can be to accurately and carefully execute daily operations. RiskVille automates your employees' routines, freeing them from the burden of doing repetitive tasks. Audits are something we all face. We want to smile and feel secure, compliant, and comfortable with them. Making audit processes simpler will improve compliance. RiskVille conforms to GDPR and is hosted on the secure Microsoft Azure platform. This ensures safety and security for your data as well as your processes. Clients can expect more from you by allowing them to access their policies and claims online. You can also remind them about renewals. -
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GloveBox
GloveBox
$150/month Agency branded self-service platform that connects to all insurance companies. The IA channel's most preferred technology. GloveBox is a central mobile and web application that allows insurance policy holders to access their policy documents and pay bills. It also allows them to initiate claims and make payments. This app works with any carrier. GloveBox's goal is to improve the customer experience for insurance clients while reducing service costs for both carriers and agencies. All-in-one platform that connects clients to your agency, and their carrier(s). You can choose from a wide range of insurance companies to organize personal line policies within your GloveBox. Once you have selected your carrier, it will be added to your homepage. You can then register for an account or login. GloveBox features robust automation for client distribution as well as seamless in-app experiences.