Alternatives to Rocket Referrals

NextAgency is an agent management system that includes CRM and commission management tools. It can be used by life, senior, and health insurance agencies. NextAgency helps you save time, money, and clients. * Increase sales with powerful CRM tools to track prospects, from lead to sale * Focus your team by sharing notes and tasks that are compatible with your calendar. * Improve customer service through our workflows and customer services reports * Maintain commitments by using follow-up tools such as personal to-do lists that you can share with your entire team Our online agency library allows you to access the forms and files whenever and wherever you need them. * Automatically assign your email addresses to your prospects or clients. * Track your commissions and get reports to show you what you have earned NextAgency is simple to use and easy to customize. Get a free trial.

Our insurance commissions calculation software saves you time and recovers profit from missed Medicare and other insurance lines. Our insurance commission management software automates tracking missing payments and calculates all commissions, overrides and splits, overrides and bonuses. Multiple carrier reports will automatically be converted into standard formats to allow you to extract useful reports from them. Easily check discrepancies and errors and export these in report format.

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.

AgencySmart is cloud-based. This means that you can access your client information from anywhere you are with any internet-connected device. Answer client questions, make calls based upon when they are due for renewal, and track their activities. Tracks and alerts about prospect and client policy renewals. Tracks service issues and alerts when they need immediate attention. Tracks changes, terminations, and enrollments. Tracks dependents turning 26 and aging out. Tracks dependents and employees turning 65 (Medicare eligible). Alerts you and tracks your to-dos. Audit tracking is complete so you can see who is working on which task. This helps you cross-sell and ensures compliance. Send reminders to prospects and clients about renewals and other important information. Important information about plan changes. Send cards and notes to celebrate holidays, birthdays, and other important events. This page lists all cross-sale opportunities.

It's easy to get more business from your clients and your personal network. Our Automated Referral Intelligence is more than just an auto-responder. It's also very easy to set up. The system, unlike a standard auto-responder asks your existing clients for referrals. The system then sends an email to your clients recommending your business to their network. The system then sends the referrals and leads back directly to you as soon as the clients reply. The system simultaneously sends "thank you" messages to both clients and generated referrals. It also offers rewards and incentives (if desired) for referring you. This is all done behind the scenes using automated referral intelligence, making your clients and personal network a sales force that works 24/7 for you! Do you ask your network for business? Or do they connect you to other people who might be interested? You didn't know that.

It doesn't have be difficult, costly, or inefficient to find and market to the right agents. Automate appetite communication quickly to market products more effectively. Ask Kodiak allows you to easily share your risk appetite with agents and brokers. Directly market product details at the exact time agents are looking for markets to submit new or renewal business. Communicate your latest needs and market your product details at the exact moment agents search. You can get real-time insight into search trends, market opportunities, and product performance to help you make informed decisions about how best to market your commercial insurance products. It's a win-win situation to focus on each risk. Agents can present the best coverage for their clients and keep your business in mind. IVANS can provide the best insurance software and digital distribution solutions for your business.

Transform the cumbersome process of applying for insurance into a straightforward, Turbo-Tax-like experience. Indio makes it easy to complete your insurance application. It is fast, collaborative, and simple. This saves you and your client time and money, while minimizing E&O exposure. Stop sending clients messy PDF forms and spreadsheets during the application process. Unify the renewal and application data gathering process for your customers and staff, eliminating redundancies and ensuring data accuracy.

All-in-one website marketing platform for insurance agents. Your brand new, beautifully designed insurance website online in just minutes. Beautiful websites that sell insurance. AgentMethods Insurance email campaigns can be used to generate new insurance leads, increase referrals or cross-sell products with your existing customers. Our platform makes it easy for agents to create insurance email campaigns. You can choose from a variety of carefully-crafted campaigns that are ready to go with images or copy. Then schedule your email delivery.

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.

It was designed to allow you maximum control over setting up new products and services, manage the system without IT help, and define business processes and procedures in real-time. Our enterprise-wide software solutions for insurance offer highly customized CRM functionality and off-the-shelf addons for Insurance & Brokerage. All processes are automated with workflows to ensure staff follow business procedures. All data and activities can be tracked and accessed from one source, making them easy to analyze. It is essential to keep track of each client and sales record as you work to convert leads into clients. It is important to capture and maintain client policy details, e.g. Agents can capture and maintain client policy details such as effective date, renewal rate and premium. This allows them to efficiently service clients and keep top of sales.

Your agency must have the right agency management system to maximize efficiency, productivity, sales, and profitability. Independent insurance agencies require the best agency management system. It must be easy to use, feature cutting-edge technology and support. Agency Matrix will deliver insurance software solutions that meet your business goals. Agency management doesn’t have to be difficult. Agency Matrix makes it easier to manage tasks such as x-date tracking and reconciliation, sweep tracking and reconciliation, as well providing client service. This allows you to spend more time on production. Automated reporting and telephone integrations can help you save time and money. They automatically launch a client's account using the incoming number.

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.

Eclipse provides the robust features that independent insurance agencies require without weighing down their budget. It's the perfect tool to track data and reach sales goals. It makes it easy to find client data and deal with external accounting platforms. Eclipse allows your agency to automate many of its manual processes, giving agents more time for interacting with customers and prospects. The Eclipse Agency Management System uses a per-user pricing model. Per user pricing makes it clear how much the software will cost. Instead, agencies have a clear understanding of their investment and are in control of whether it goes up or down.

Evolution was designed by agents for agents and is much more affordable. No matter what products your customers require, you need an agency management system that can help manage your entire business. A powerful client app will be available that allows clients to access their policies from anywhere and anytime. It also includes claims, quoting, and payment options. eVo offers many innovative features and is affordable. Contact us if you are ready to take eVo to the next level in your agency management or would like more information. We will continue to make you our top priority in these difficult circumstances. We are available to answer any questions you may have. Secured Hierarchical Structure DocuSign Integration. Integration with Microsoft Outlook Client-facing Mobile App. Capability to send text messages from within the platform.

CP Manager was created to meet the needs of agencies who are looking for a management system that will help them run their agency. This system was designed by an insurance automation consultant. It is very easy to add a client or policy, and it is also easy to service clients. CP Manager is so simple that we even created a webinar on how to make it so easy. We gave CP Manager to a number CSRs two years before it was released. They were not trained and received detailed reports on how to make CP Manager even more user-friendly. We'll share the details of CP Manager's design and the things that we did to make it more productive. This will allow you to create a productive agency, which will allow your staff to manage a larger business book. Your staff is sending and receiving emails multiple times per day. CP Manager allows you to integrate emailing directly into the system. This makes emailing much more efficient and takes a lot less time.

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.

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.

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.

Agents Ally is an insurance agent-specific productivity tool. Agents Ally is a powerful productivity tool that combines industry-leading capabilities such as SMPs, integrated calling sessions, and List Imports. This tool adds incredible new features and increases automation to optimize your sales and marketing efforts. The key metric dashboard provides quick links to actionable information and allows you to see the most important information at a glance. Rankings and weights assign scoring to scheduled tasks, ensuring that the best opportunity is always available for action. Streamline the execution of calls and campaigns, allowing for more time for deeper conversations and relationship-building. Create personalized, responsive and real-time marketing experiences that adapt to the needs and preferences of each customer. Even when you are not at work, you can stay connected and productive. Sequential Marketing Programs deliver targeted, multi-channel messages in specific order over a designated period.

The only integrated solution in the industry that will transform your renewal and quoting processes. To unlock your agency's full potential, simplify complex and time-consuming processes. Any insurance brokerage must have the ability to configure, price and quote. These functions are often dependent on inefficient, outdated and manual workflows. They can be error-prone and provide poor customer service. Zywave CPQ – Benefits is the market leader in innovative solutions that automate mission-critical steps of a benefits buyer's journey. Data-driven, you can configure multiple benefit options that provide strategic insights for your clients. You can streamline the quoting process by having direct access to carrier pricing. This is supported by the ability to present professional, custom-branded proposal. Simply put, Zywave CPQ – Benefits will allow you to sell and serve better than ever - ultimately driving growth.

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.

AgencyZoom's sales platform makes it easy for you to put your producers on a rocket ship. To keep your customers coming back to you insurance agency, stand out from the rest. A dashboard that displays who is reaching goals and who is holding you back. It's as easy as clicking and dragging! Smart automation to increase your insurance sales. Automate the customer journey, from prospecting to renewals and beyond. Know exactly what your insurance producers and you need to do today, this month and next year. You'll see your agency's Google Reviews grow month by month.

CXONCLOUD, a B2B SaaS, is designed to manage and measure customer satisfaction in just a few clicks. One solution that provides unlimited customer feedback, loyalty, awards and rewards, as well as referral marketing and email automation. It helps businesses deliver a seamless customer experience across all touchpoints. CXONCLOUD improves search and simplifies customer engagement, whether it's feedback or booking. It can automatically recognize customer sentiments and alert any impending negative word of mouth. This all-in-one app automatically measures customers' loyalty and has readymade loyalty campaigns that can be used to engage customers via email and social media. Small businesses can easily get referrals from loyal customers with just a few clicks using the built-in referral marketing campaigns. Loyal customers can be rewarded by QR codes and promo codes, as well as automatic list generation and rewards management modules.

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.

Premium Finance Software does more than just billing and quoting. It is an enterprise loans management software that provides cash management, receivables monitoring, income monitoring, client servicing and compliance, as well as financial reporting. An enterprise-grade solution that is specifically designed to manage the workflow and situations associated with healthcare payment plans will give you peace of mind. Our platform was specifically designed for Realtor Commission and Commission Advances. It focuses on reducing overhead while maintaining a strong relationship with your clients. One platform that connects service providers, carriers, clients, and dealers. We offer customized payment plans, service the contract, and keep you in control of your business. Third Eye Solutions is a leader in the industry due to its industry knowledge, state of the art technology platforms, and ability guarantee rapid speed to market. Our commitment to our customers is unmatched!

Differentiate yourself to attract and retain talent! Keep an eye on your compliance and stay on top of it! Your operational costs can be reduced significantly by ensuring compliance! Get leads, reward them, and scale up! Protect your business, reward clients and increase sales.

CRM for insurance agencies. Never lose a lead or client again due to misplaced information or a hard drive crash, corrupted spreadsheet, or a tipped-over file cabinet. Radius makes it easy to organize and manage all your leads and clients. Radius is an all-in-one solution for your Agency. Radius is the best email marketing software for your Agency. Radius can send autoresponders, drip marketing, mass emails, and SMS/Text messages. Each Radius Lead and Client has their own history, tasks, reminders, notes, information, file storage, and information. Radius Dropbox also helps you stay organized by automatically importing your emails. Integrate Radius into your business. You can define custom form fields, lead temperatures, client status, and many other things. Integrate Radius with your website or third-party app, such as a quote engine, lead vendor, or third-party app.

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.

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.

QQCatalyst provides tools for managing your agency's operational, marketing, sales, and pipeline management. It allows agencies to build customer relationships and manage their business effectively, so they can concentrate on growing their business. You can identify new business, expand your existing accounts, and manage prospect sales cycles strategically. Built-in tools to create campaigns that better serve your existing customers, cross-sell or acquire new customers. You can track the activity of your employees within the system. This allows you to identify leaders and gain insight into how to improve productivity.

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.

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.

The SurePath Network, a web-based surety bond management system, significantly lowers the cost of managing and executing surety bonds. SurePath allows clients, brokers/agents and obligees to efficiently manage their surety bonds through the automation of Administration, Processing and Reporting functions. You can share program information between accounts. You can define your own rate groups to be used across all of your programs. Notifications of account activity are sent on an account-by account basis. Calculate commissions and premiums manually or automatically. Clients can request bonds online. Agents execute bonds without having to re-key data.

GIMS is Tritech's attempt to be strategically positioned within the insurance industry. It currently includes the functionality of the complete software for insurance processing. It allows for the administration and establishment of property and casualty portfolios. It works with modern technology such as Windows,.NET and Oracle. GIMS is a modular client-based system supporting all lines of business and designed to support multiple companies, branches, provinces/states/parishes, and languages. The System Support Center (SSC) allows users to customize GIMS' flexible and open infrastructure. It allows clients to define and control the automation of all business processes. This is in accordance with their market requirements and strategic market direction. All types of reinsurance tracking, including facultative, excess, and catastrophe.

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

Streamline mission-critical workflows and drive organic growth. Every agency requires a process for finding and writing new business while maintaining existing clients. Your agency should have access to world-class technology that automates your daily tasks so you can provide superior value to clients and prospects. Technology can help you increase sales, renewals, servicing, and get in front of qualified leads. The Zywave Sales Cloud offers a wealth of tools that can be used to enhance the entire process, from prospecting to renewals. Our comprehensive suite of tools will help you compete on a new level. It includes tools that allow you to nurture prospects and clients, generate new leads, and streamline your servicing workflows. This platform simplifies your sales process. You can identify and market new leads, coordinate all communications easily, and take control over prospect meetings by providing valuable insights.

XDimensional Technologies is a provider of a comprehensive platform to manage the insurance lifecycle for more than 20 years. The Nexsure Insurance Platform was built for the cloud and offers a complete suite of insurance services that can be used to support the entire insurance industry. Nexsure connects all the key stakeholders to enable a digital experience across the entire policy and distribution lifecycle. Nexsure Insurance Platform is unique in that it automates critical workflows like submission, underwriting and quoting, as well as billing and commissioning within the evolving distribution system. The Nexsure Insurance Platform provides clients with a number of tools that automate and manage relationships, including real-time distribution partner and client access portals. This allows them to improve their customer and partner relationships and achieve significant efficiencies in managing their business.

You can easily set up your referral program with our drag-and-drop designer. You can quickly select and customize the information required to make your program a success. You can use templates to modify common fields. You can name your program and customize the rewards. You can modify your program information as necessary in the event of any changes. You can send your customers gift cards, checks, prizes, or allow them to accumulate points. Our Custom Build package makes it easy to automatically send a check, gift certificate, coupon, or award point to a recipient. The user interface integrates social sharing features. Members can be rewarded for inviting their friends and family to join using their customized referral links.

Automate your insurance marketing and lead management to maximize the power of automation. Top producers don’t have more time than you do, they just have a better way of using them. Insureio offers a systematized, automated selling approach that results in more sales, less paperwork and happier clients. Track leads, events and tasks. Forecasting for sales and productivity is possible with opportunities posted to your dashboard. Pre-built reports are also available for instant analytics. Minimize non-revenue-generating activities. Drop-ticket app fulfillment provides proactive case management, approval automation and e-Policy delivery. Automate marketing, lead generation and sales functions. With a single click, you can implement lead nurture campaigns and status driven follow-ups. Our easy-to-use app allows you to quote over 40 major carriers for term, permanent, LTC, disability, annuities, and more.

The simplest way to collect insurance payments Accept online payments by credit card or ACH. You can speed up receivables and bind policies quicker, while offering a great experience for your clients. ePayPolicy was created by insurance professionals for the insurance industry. It is the easiest way for premium finance companies, brokers, MGAs and insurance agents to collect credit card or ACH payments. You can easily collect credit card and/or ACH payments from insureds by creating your own payment page and unique URL. After integrating your management software, you can collect and send funds to the insurance industry. You can also use additional features. You can easily collect digital payments from insureds, and then pass them on to your broker or MGA partners. ePayPolicy's mission is to eliminate paper checks. Our simple, insurance-centric solution allows you to collect digital payments and transfer funds across the industry.

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.

INSXCloud is your marketplace for both on-exchange ACA plans and off-exchange ancillary coverage like dental, vision, and short-term options. Since the Federal Marketplace opened in 2014, INSXCloud has helped agents, agencies, as well as issuers, with the quoting process and enrollment for individuals and families who have chosen Affordable Care Act and ancillary coverage. Since 2014, INSXCloud has helped over 2 million people enroll in ancillary and on-exchange coverages. e-Commerce on terms: The EDE version INSXCloud was designed to allow for direct-to-consumer and agent-led enrollments. You control the marketing to your clients when you work with us. We don't manage it. Our site offers time-saving features such as the upgraded provider lookup which tells you which doctors accept certain plans and a Pay Now’3 feature for many carriers that allows you to set up clients’ payments.

Ozone Insuria is a digital solution for Insurance broker(s) businesses. Ozone Insuria's strong foundation allows for the implementation of daily business processes with minimal manual labour. This is what has made it a success. Ozone Insuria allows you to create your own system with customer administration, policy and customer billing. You can also access MI reports that allow you to analyze your business. Ozone IT provides world-class business software and support, including IT consultation, software quality analysis, technical writing and technical writing. Ozone IT is a leading provider of software development and services all over the globe. Apart from website design and other IT services, Ozone IT also specialises in custom/tailor-made software solutions. Our company's reputation in the global market is evident in our client base.

The only system that is dedicated to the insurance industry and is enterprise-grade. He has over 30 years of insurance and technology experience. His personal mission is to inspire, motivate and support his clients' growth with innovative technology and exceptional service. We have spent 18 years studying commission processes and working directly with CEOs, COOs and commission teams of insurance agencies. Over the years, we have seen that growth-oriented agencies like yours get caught up in the pitfalls of the commission process. These traps can cause a bottleneck, slow down or restrict your growth, and prevent you from pursuing profitable opportunities. He founded a company called SPI Software Solutions in 2000. It later renamed as GreenWave. They provide software and consulting to banks, financial, insurance, manufacturing and law enforcement agencies.

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.

Special Agent, the complete software system for managing insurance agencies, will help you save time and money as well as increase your productivity and sales volume. Special Agent's intuitive and powerful features will allow you to better serve your customers and increase your revenue without draining your bank account. Chat Now or schedule a demo with us and you'll quickly see why Special Agent is a favorite among agents. Special Agent gives you the ability to access every client, carrier and policy form in your agency. Special Agent works just like you do, and all functions are designed to speed, accuracy, and efficiency. Special Agent works closely with your carriers to ensure seamless integration, avoid duplicate entry, provide the most up-to-date information, and keep you informed.

AgentCubed, a cloud-based software that simplifies the complicated, was founded on the principle of simplifying the overwhelm. It is popular among organizations who need a simple but robust solution to the most important questions in the insurance industry. The company's customized solution combines a three-in-1 solution that combines Lead Management & Distribution with Agency & Policy Management and Customer Relationship Management. This reduces the need to integrate third-party software that does not communicate or automate properly, thereby allowing agents to take customers from A to Z. AgentCubed is an easy-to-use online dashboard that allows agents to manage leads by opportunity status, date or disposition. The built-in calculator makes it easy for both prospect and agent to complete the quotation process. Maximizing efficiency in your business and increasing client retention, compliance, and agent productivity.

Brokercore is a unique tool that improves the experience of commercial brokers, MGAs and policyholders. You can get support for your operations, manage your costs, and give your customers a more convenient digital experience. You can automate more policies and collect more client data without having to hire more staff. All your policy workflows can be managed from one place. Customers will have a better experience than a bunch of different software. Transparent customer interactions and automated processes will help you avoid costly mistakes. Are you fed up with the inflexible technology that holds your hand? Brokercore is a company with a great goal: to create software that you enjoy using and that can adapt to the ever-changing insurance landscape.

Our SaaS platform is used by insurance companies to create branded shopping experiences, automate policy administration, foster collaboration among brokers, customers, and healthplan teams, and provide a platform for insurance companies to offer a personalized experience. Our best-in-class platform will power your business and increase efficiency, speed, agility, efficiency, and compliance throughout your organization. Don't miss the chance to win a customer. Effectively present your list of insurance products and health plans. Improve client follow-ups, increase process efficiency, and organize work queues to keep business operations running smoothly. JET Insure will keep track of all events, so you can focus on your core business activities. Let us show how we can optimize your company for future healthcare needs.

Insurance Agency Management System. This comprehensive HIPAA-compliant software is for independent agents and agents. It was specifically designed to solve the problems you and your team face every single day. Access to industry-specific technology at your fingertips. Manage Your Insurance Agency from Anywhere, Anytime Apizeal allows you to manage your business from anywhere. It is a cloud-based platform that allows agents and independent agencies to grow and develop their business using a specific industry-specific platform. The system integrates client management, policies, commissions processing, EContracting, lead generation tools, and marketing automation. All the information you need in one place. Apizeal is the right choice Apizeal is the right solution to make you the leader in your market. Each solution was designed to meet the needs of insurance agents and agencies. Administration of agencies. Ensure that your agency is HIPAA-compliant. Apizeal automates your workflow, saving you time, money, as well as resources.