Best Vertafore AIM Alternatives in 2024

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

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    Macaw AMS Reviews

    Macaw AMS

    Nest Innovative Solutions

    4 Ratings
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    Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.
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    Jenesis Agency Management Reviews
    Top Pick
    Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. Easy to use and affordable, Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.
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    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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    TBW (The Broker's Workstation) Reviews
    TBW Integrated Management System (The Broker's Workstation), is a fully integrated SEMCI for insurance brokers in Canada. The Broker's Workstation is a fully-integrated suite of automation tools that support the operations and brokerage of property and casualty insurers. TBW, built with CSSI's real-time, industry-leading technology, is continually enhanced to help brokers remain competitive and better service their customers. TBW integrates IntelliQuote rating and underwriting into one system to maximize broker efficiency. IntelliQuote combines rating, quoting and underwriting for Home/Tenant/Condos, Personal Autos, Commercial Autos and Agro. Upload and rating in real-time. CSIO application generation and pink cards with direct upload to company capabilities. Manuals for 1,800 Insurance Companies/Regions/Lines are supported. API and direct company ratings are available.
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    Commissionly Tracker Reviews
    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.
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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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    PolicyFlow Reviews

    PolicyFlow

    PolicyFlow

    $70 per user per month
    Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.
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    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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    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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    SohamLife Reviews

    SohamLife

    Dream Tekis Software

    $250 per month
    SohamLife is a web-based application that supports the entire life cycle of insurance operations. It allows you to register proposals and then settle claims by maturity or death claim. It is easy to use and provides Insurers with the flexibility and scalability they need, while also allowing for quick implementation and deployment. The solution provides an easy mechanism to view the status of the Proposal/Policy/Claim details either by an Agent or by the Life Assured himself. The solution allows seamless integration between Accounting, Claims, Reinsurance, Underwriting and Accounting departments, thereby avoiding data redundancy. The solution meets both country-specific reporting and operational processing requirements. SohamLife is multi-currency and multilingual. It is a fully integrated, component-based solution that supports core business processes and data entry into one component.
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    Mindware Insurance Agency System Reviews
    We offer comprehensive solutions to small and medium businesses that improve quality and productivity at a very affordable price. MIAS is specifically designed for Insurance Agents and Insurance Agencies. It is powerful, affordable, simple to use, and easy to integrate. It can handle daily tasks and accounting statements. We can import data from the current program to MIAS. You can enter quotations, endorsements, renewal notices and payments. You can also generate outstanding payments and sales reports. You can scan all documents, including Proposal Forms and Schedules, CIs, Endorsements, claims, and link them to policies. Templates are designed input screens that correspond to each type of insurance. You can search for policies by any information (e.g. Phone number, address, policy number, endorsement number, etc
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    AgentExpress Reviews
    AgentExpress is more than a standard quoting and enrollment platform. We have modernized the traditional CMS experience to make it easier for brokers to succeed in today's changing landscape of insurance professionals. Our agents are able to create amazing experiences for their clients by combining technology, training, support, and a foundation of technology. With decades of experience in technology and insurance, the AgentExpress platform was built. AgentExpress is the industry leader for Medicare Advantage, MAPD and PDP, Medigap and Final Expense life quoting and enrollment broker technology solutions. AgentExpress will provide a dedicated team to help you succeed. Get in-depth training on technology, sales and product development to grow your business. You can train with our team, join our weekly webinars or learn at your own speed with our industry-first microlearning platform for insurance agents.
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    BindHQ Reviews
    BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; no hardware or servers to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your carrier partners. BindHQ’s open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments and premium finance companies, or compliance tools making frictionless transacting a reality.
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    SimpleInspire Reviews
    Smart Automation improves customer service efficiency. Customers and users will have a better experience if there is less manual intervention. Annual system costs should not be based on your business' success. Based on the services you provide, we rationalize annual costs. Manage the entire policy lifecycle, including rate, validated, quote, bind, and policy changes. Double-entry accounting system for managing all claims-related financial transactions. Auto-Verify Policy coverage real-time Manage expenses, loss payments, and reserves at the claims feature level. Policyholders have the ability to verify coverage, print policy documents, review claim status, review accounts, and make payments. The application has many pre-built interfaces: Payment Gateway, Repl cost Valuation and Ins Credit Scores. MVR, eSign are just a few of the options. An app for mobile that allows field adjusters to be mobile. Instantly receive assessments and photos into the claims system.
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    FINEOS Reviews
    FINEOS Platform offers clients the only comprehensive SaaS core product suite. It includes FINEOS AdminSuite, which allows for quote to claim administration, as well as FINEOS Engage which supports digital engagement, and FINEOS Intelsight for analytics. Your digital insurance strategy's foundation. FINEOS Platform seamlessly combines FINEOS AdminSuite, FINEOS Engage, FINEOS Insight, and Platform Capabilities to create a modern, single-core insurance platform for Life, Accident, and Health. Legacy core systems used a single-size-fits-all approach to business technology that does not fit the needs of agile businesses. Consumers, brokers, and employers have access to powerful SaaS computing platforms, software tools, and a higher standard for digital strategy for insurers. The monolithic models of insurance software that were used in the past focused only on the details of the insurance contract.
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    IIBS Reviews

    IIBS

    Asian Business Solutions

    Comprehensive intelligent technology and system solution that is unrivalled in its class for back insurance and reinsurance brokerage operations. The Integrated Insurance Brokerage System combines simplicity with powerful and practical software features powered Oracle Technology. It is the preferred choice for insurance and reinsurance brokers. It provides quick insurance coverage, renewal, collection, remittance, claims processing, and online financial reports. The IIBS is a single point of entry that allows for secure access to information by multiple authorized users within the Local/Wide Area Network or the Internet Asian Business Solutions, Inc. This enabling business engine will keep you ahead of your competition thanks to its years of experience in insurance brokerage and information technology. The IIBS provides lasting value to your business.
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    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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    InsuraSphere Reviews
    InsuraSphere is a complete suite of products and solutions that grow with your business. InsuraSphere is the complete product suite designed by insurance professionals for insurance professionals. All the essential information you need to manage your business, including quotes, claims, agents and policies, can be found in one place. InsuraSphere's integrated policy management system will streamline your processes. With agent and insured portals, you can give your stakeholders access the information and workflows that they require. Agents can rate, quote, or issue their own policies using your company's role-based permissions and business rules. Add third-party integrations to customize your company's workflows. InsuraSphere was designed to meet the changing needs of agents and carriers. InsuraSphere can grow with your business, whether you're just starting or moving from a legacy system.
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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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    Applied Epic Reviews
    Your agency's management system is the foundation of your agency. You need it to be able to manage all aspects of your business and allow you to grow with it. Applied Epic®, the most widely used management platform in the world, is it? It allows you to maintain a clear picture across your agency's roles, locations, and business lines. This includes both P&C as well as benefits. Our Applied Epic software can be accessed via browser so that your team can quickly access data and minimize software management. Your agency can be built on a system that automates back-office operations, keeps your front-office sales team connected, and integrates seamlessly with customer service and insurance connectivity technologies. Give employees a simple, intuitive user experience. They can view account and policy information, request a quote, make a claim, and remarket their renewal. It takes only a few clicks
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    Ozone Insuria Reviews
    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.
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    Planck Reviews
    Planck's artificial intelligence platform generates all relevant underwriting insight in real-time with just a business address and name. It also provides coverage and accuracy of over 90%. Get all relevant and accurate customer information and risk insights to improve underwriting efficiency and reduce loss ratios. Increase submission-to binding ratio, automate prefill or eliminate fields. Ensure data quality and availability across the entire insurance value chain. Use artificial intelligence to improve underwriting efficiency and profitability. We can help you with everything, from the P&L of your business line to sales, distribution, underwriting, and data analytics. Planck uses our proprietary open-source web data-mining technology to gather all data about a business entity as well as its operations in real-time. It pulls from thousands of sources and leverages it.
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    eHealthApp Reviews
    eHealthApp allows brokers and consultants to stand out by efficiently collecting health information. The broker can use the collected information to obtain health underwritten quotations and allow the broker to analyze it to determine the best fit for their group clients. TPA's, GA and Carriers can sponsor eHealthApp brokers in a way that does not hurt the competition, increases underwriting accuracy and makes products more widely accessible. Contact us today to request a demo and learn more about eHealthApp.
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    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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    LexisNexis Attract Reviews
    LexisNexis®, Attract™, scores allow insurance companies to quickly and accurately classify applicants and insureds according to their risk potential. This results in improved underwriting. Insurance carriers can use LexisNexis(r. Attract™, scores to quickly and accurately classify applicants and insureds according to their risk potency, which leads to better underwriting. With Attract™, 5.0, insurance carriers now have access to the most accurate predictive models. LexisNexis Risk Solutions, a leading provider of insurance risk solutions, has been improving rating, pricing, underwriting, and other aspects of the business for more than 20 years. These solutions are available for the commercial, home, and auto markets. The Attract™, suite of scores is known for its superior loss predictability, regulatory compliance, and ease-of-implementation that improves business outcomes. AttractTM 5.0 is the next generation of AttractTM solutions. This solution allows carriers to make better use of consumer credit information and improve underwriting efficiency.
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    WeGoLook Reviews
    You can process claims faster, reduce your risk, and make your customers' experience better. You need eyes everywhere in the insurance industry. You need to know what the truth is about claims and the risks inherent in assets that you are underwriting. You will need to retrieve documents and deliver them, notarize them, inspect scenes, locate salvaged objects, and all of this in multiple locations, at an urgent, reasonable cost. WeGoLook's innovative on-demand model makes impossible tasks possible for insurance companies around the globe. Register today to get a team of over 45,000 Lookers available to assist you in all your endeavors.
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    Hi Marley Reviews
    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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    ePayPolicy Reviews

    ePayPolicy

    ePayPolicy

    $20 per month
    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.
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    Athenium Analytics Reviews
    Athenium Analytics helps insurance companies find new growth opportunities, efficiency, and continuous improvement. Our insurtech software is industry-leading and helps carriers improve quality, performance, and write smarter business. We use predictive analytics and other insights to help them. To manage and identify risk, you can leverage AI-enabled imagery analytics and predictive models. IRIS can quickly identify and manage property characteristics using AI-based computer vision, geospatial imagery, and other AI-based computing. Our other risk solutions enable your claims and underwriting teams to better manage risk.
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    Prime Insurance Suite Reviews
    Prise is a revolutionary Policy Administration System that is extremely flexible and configurable. It allows for easy customization and automation of Insurance products. This complete solution is available to all insurance carriers, MGAs and agents, as well as brokers. It includes software, application hosting, 24/7 help desk and marketing support. You can quickly create new products or customize existing ones, and then launch them to gain an advantage over your competitors. You can offer customized pricing and package options based on the consumer's needs. Routine Rate revisions and changes, Underwriting rule modifications, or Form changes can be made using the highly-configurable software. This will eliminate the usual delays, costs, and costs associated with programming interventions. Businesses can calculate their ROI with Prise based on the size of the implementation and break-even within one or two years.
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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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    AgentOne Reviews
    This increases delivery speed and encourages the use of STP tools. Superior insight into agent activity, sales progress, and more. Uses data to identify customer needs. You can use the e-Delivery tool to manage your field underwriting, quotes and e-Applications. To optimize workflow and lead management for cross-selling or upselling opportunities. All your case information can be communicated and detailed reports generated from one central tool.
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    Profida Reviews

    Profida

    Computer Science Software

    $1000 per month
    PROFIDA®, our flagship software solution, is aimed at all segments of the Financial Services and Insurance Industry. This software solution is designed for advisers, brokers, underwriters, and brokers. It provides specialized functionality and support for high-sophisticated client service and practice management. This is for clients with larger and more diverse operating interests. It means efficiency with high volume business, cross-selling opportunities and a holistic management overview of all business units. PROFIDA®, which is a web browser interface, allows you to access your data from anywhere. You can access your data from any device, including your desktop computer, laptop or tablet, as well as iPhone, iPad, and Android smartphones. We support Windows, Apple Mac, and Linux. It is the first platform that can be used in both the non-life and life sectors. PROFIDA®, is therefore the perfect software suite to market composite financial services products.
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    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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    CIGMA Reviews
    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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    Ask Kodiak Reviews
    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.
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    Layr Reviews
    A platform that uses AI to predict and place small businesses, COIs on-demand, an online application that is truly end-to-end, and more, will help you grow your business book. Layr empowers agents and brokers to provide small businesses the insurance coverage they require. Layr's technology allows companies to obtain liability insurance protection online and to pay monthly with a creditcard. We give detailed explanations of the questions and how they may affect insurance premiums. Smart Quote allows you to start a proposal right away and finish it later. Smart Quote's application is simple to use and understand because we have redesigned the standardized questions. We created our own rating algorithm to make it easier for you to compare quotes with traditional insurance brokers.
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    Zywave CPQ Reviews
    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.
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    BriteCore Reviews
    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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    AgentSync Reviews
    AgentSync builds modern insurance infrastructure to eliminate complexities and drive efficiencies in producer management and compliance workflows. Improving your broker onboarding, contracting, licensing, appointing, and compliance processes, AgentSync’s customer-centric design, seamless APIs, automation, and unparalleled service enable you to grow your business, create an exceptional producer experience, and prevent regulatory violations. Manage, AgentSync’s core product, reduces compliance costs and prevents regulatory violations before they happen. Manage automates the administrative paper chase necessary to verify that agents have the required appointments and state licenses to sell. By automating such tasks, the complexity of selling insurance is dramatically reduced.
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    Brokercore Reviews
    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.
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    RiskVille Reviews
    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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    Equisoft/centralize Reviews
    Our insurance agency system is a powerful tool for connecting carriers' feeds, clients, policies and other contracting systems and compliance systems into a single platform. Equisoft/centralize, a management system for insurance agencies, connects all stakeholders to streamline insurance distribution and commission administration. Our insurance agency software is designed by industry experts to provide you with business processes that are ready-to-use. Reports on sales of policies and commissions are among the most important reports used to track operations. Equisoft/centralize allows you to track leads and highlight advisor sales performance. Payouts can be processed with ease, even when the hierarchy is complex. Disparities between expected and received compensation are clearly identified. Support for all commission structures and custom compensation types. Integration of all data feeds from insurance carriers and medical requirements companies.
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    Apizeal Reviews
    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.
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    Korr Reviews
    Korr is a truly versatile tool for managing insurance. Korr allows insurance professionals to create and manage innovative insurance products within minutes. Korr is a cloud native web solution that updates seamlessly and maintains itself easily. Korr's data-driven system configuration allows you to quickly improve your business by starting with an existing configuration of a line-of-business or developing a new one. IT is no more the governing force of a business's ambitions or abilities. Insurance is about being prepared for the unexpected. Agents require a platform which allows them to quickly adapt to unforeseeable changes. Korr is driven by a philosophy of speed.
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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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    Special Agent Reviews
    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.
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    Third Eye Reviews
    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!
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    Insurmi Violet Reviews
    The A.I. assistant helping insurance providers deliver a more delightful, conversational customer experience. Violet is the helpful A.I. Your customers will need you throughout the insurance customer journey. This includes filing claims, providing quotes, and making policy changes. Our core technology provides the best-in class conversational A.I. technology for insurance providers. Our proprietary technology is combined with design-thinking, insurance expertise, and data to provide the best conversational A.I. We have the right solution for you. We will guide you through the entire process from conception to deployment of Violet. Violet can help you increase online lead generation, automate customer support and provide a better digital experience. Easy setup in minutes You can say goodbye to cumbersome forms. Violet will convert more leads to your website by engaging in a conversational experience. This will allow you to convert more site visitors into warm leads.
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    pasCarrier Reviews

    pasCarrier

    Policy Administration Solutions

    Policy Administration Solutions is your technology and insurance expert. Our automation solutions are designed for today's complex insurance market. They can streamline your business processes and give a competitive edge. Policy Administration Solutions was founded in 1996 and specializes in providing state-of-the art automation solutions for insurance companies, sureties, and large Managing General Agents. Our mission is to help your organization achieve its goals more efficiently, and at a lower cost. PAS is proud of its culture of honesty, integrity, and professionalism. Our unique combination of technology and business experience in insurance makes us stand out. Our team of skilled specialists works together to ensure that every automation project is executed well. Our stable, scalable solutions are built on solid foundations of Microsoft, Oracle, and IBM products.