Alternatives to Zywave Sales Cloud

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.

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.

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 These functions are often dependent on inefficient, outdated and manual workflows.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.

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.

You can stop wasting time renewing renewals. Create industry-leading RFPs in minutes and easily send them to multiple carriers using BrokerageBuilder™. It is difficult to track carrier commissions. BrokerageBuilder makes it simple. You can track commissions from any carrier easily. You can easily process and validate payments received and gain greater insight into your agency’s commissions revenue. You can centralize your data and create custom workflows for your agency. Users will receive a daily checklist of tasks due and upcoming items to be completed each day. This will help ensure that nothing slips through the cracks.

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.

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.

Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner. You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.

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.

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.

A management system for agencies that the entire team can use. One system that the entire team can use, from sales management to agency CRM through workflow automation to online enrollment. Gen4's sales system was specifically designed for insurance brokers. It includes all the fields and processes you need to grow your agency. The management of an insurance pipeline is different from other industries. You can view your insurance agency's pipeline by stage, closing date, and renewal date. You can log sales calls, take notes during meetings, record follow-ups, and even dictate notes to your tablet or phone. Your sales system is everywhere you go. You can access your sales notes from your smart phone while you're at client meetings or look over your pipeline at lunch with your tablet.

AGENCYMATE acts as a best friend, supporting Agents in all aspects of their businesses. We like to think of ourselves a virtual extension of your agency, your own virtual AGENCYMATE. AGENCYMATE is a powerful fully integrated and automated agency management solution that helps Agents provide full customer lifecycle lead-to-sale-to-service excellence every. Every single. Every day. There are so many insurance products and agencies on the market. It is important to find a platform that will help you keep your edge and win customers. AGENCYMATE makes it easy to set up your agency in just minutes. It also includes intuitive guides that will help you get started on leads right away. Your leads will be impressed by your personal responses and your team will have an easy lead nurturing process to ensure that you never miss a sale. AGENCYMATE is the only mobile agency platform that's all-inclusive and designed by agents for agents. It allows you to manage, but also thrive.

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.

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.

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.

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.

OneLink was designed with the agency owner at heart. OneLink was created out of the desire for a more comprehensive and advanced technology platform for the insurance industry. OneLink is the industry's leading provider of a comprehensive and diverse solution. OneLink gives you total control over your agency. You can easily create hierarchies and manage access. Keep track of new clients and repeat business. Find new opportunities to expand your insurance services all within the same system. You can easily track payments and process commissions. OneLink is fully customizable and can handle manual and automated processing. OneLink generates multiple reports that include production data, policy summaries and call performance. It also tracks commissions. OneLink provides this data almost immediately. We understand that the insurance industry requires unique functionality in lead management. OneLink uses ForcedLead technology for support to your agency with the most up-to-date contact opportunities.

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.

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.

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.

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

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.

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.

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.

Each EZLynx product can be integrated with our agency management system and comparative rater to create a single platform. You can either bundle products to increase efficiency, or you can purchase them individually. EZLynx is an innovative insurance software that streamlines the workflow of your agency. You can combine products to increase productivity and purchase products individually to suit your business's needs. Each product can be integrated with our agency management system and comparative rater to give you a single platform to manage all aspects of your customers' lives. EZLynx offers a variety of services, including real-time home and car insurance quoting through your agency website. Email marketing is also available. Agents can maximize client acquisition and client service throughout the entire client life cycle with the cloud-based system. All of your customers' documents, policies, and quotes can be found in one place.

Damco's InsureEdge Insurance Software is an all-in one software designed to help insurance companies gain maximum value from its extensive modules. This highly configurable and customizable software features the best insurance processing functions in the industry. InsureEdge is suitable for multiple insurance lines and can efficiently and effectively manage and streamline workflows to increase profitability, performance, and accuracy. It supports a variety daily operations via back office automation and other modules such as customer relationship management, policy administration and claims processing. InsureEdge, an insurance software that is flexible and scalable, is the key to future-proofing your business.

We are a leader in the provision of software solutions for insurance agency management. Our goal is to provide innovative applications and services that improve our clients' businesses and give them an edge over their competitors. What does this mean for you and your business? This means that your business will experience higher customer satisfaction, increased profits, and lower operating expenses. Our product is an insurance CRM software for agents and insurance agencies that is cost-effective and comprehensive. It was specifically designed to meet the needs of modern insurance agencies. Our insurance agency management software, "Aspire", is the result of collaboration between experts in both software development and insurance. Our clients receive innovative, first-to market insurance agent software features that are unique to us. Our insurance agency management software is designed to be simple and cutting-edge for insurance agencies.

Critical to the success of insurance organizations today is the ability to optimize productivity and profitability while delivering a positive customer experience. Nexsure is a comprehensive agency management solution with features designed exclusively for the needs of retail agencies, agency networks, wholesalers, managing general agents, and program administrators. Nexsure enables all of these organizations to streamline operations throughout the entire policy lifecycle, deliver superior customer service, build relationships, and gain insight to their business... Visit our website to learn more.

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.

GO-INSUR is a digital transformation of the policy administration system. It offers an innovative cloud-based, cloud-based insurance solution that is flexible, robust, and quickly scalable. One of the UK's most respected digital insurance specialists, GO-INSUR was built by Marsh, Legal & General and British Friendly, among others. GO-INSUR allows you to quickly distribute new products and increase policy sales. Legacy systems and the high cost of new technology are limiting revenue growth in insurance. Go-Insur's cloud-based platform changes all that. It allows you to sell new products faster and expand distribution more economically. Our agile delivery and customer-centric design provide Insurers, Brokers and MGAs with an intuitive cloud-based platform that allows them to be responsive, flexible, and speedy. Go-Insur will help you get products to market quicker, exploit market gaps and expand your distribution. You'll also see a higher ROI on policies.

InsurIQ offers technology solutions and services to the insurance industry. We offer a range of specialized products and resources. Our flagship product is flexible, secure, and scalable to all areas of your company, including A&H. InsurIQ's ACM enables agents to self enroll and automate workflows for those who are responsible for agent compliance. InsurIQ DISE is a consumer-facing solution for sales enrollment, with full web and mobile accessibility. WorkflowIQ's powerful yet simple automation features will help you to enhance your organization's capabilities. Insurance processes are often complex and involve a number of factors that influence the decision. Automating them requires sophisticated algorithms capable of handling a variety of scenarios. The insurance industry has a high level of regulation. Any automated system must adhere to existing regulations. These regulations can change as laws and guidelines are updated.

Your core business's foundational agency management system. Vertafore's best platform, AMS360, is an agency management software that allows independent agencies to grow and improve their profitability. Solutions that meet your needs will reduce time spent on accounting and finance. You can reduce the time spent on accounting and finance by setting up automatic alerts to keep you informed about rate increases and renewals. TransactNOW allows you to integrate the agency-carrier workflow and allow you to spend more time with your customers. You can access your Vertafore products with one sign-on.

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.

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

To build a successful insurance agency, you must be in business. It is difficult to serve and retain customers efficiently while acquiring new clients. Let us show how to increase your agency's revenue, renewals, profit, and profits. We won't succeed if you don't achieve your goals. Because we care about your business, that's the way it should be. Each agency is unique. Our training staff goes above and beyond the basics to maximize the benefits of Agency Advantage in your workflows. Although we don't make printers, phones, or laptops, we do have to deal with them. All technical questions regarding Agency Advantage can be answered by our friendly support team.

You can bring new and existing products to market via various sales channels, including self-service portals or mobile apps, broker networks, broker websites, aggregator sites, White Label schemes, direct to market, and broker networks. You can use powerful CRM tools to manage consumers, agents and brokers. Automate renewal invitations, offer web logins and self service facilities. Assign account managers and manage accounts. Integrate seamlessly with top aggregators via C2MS APIs or surface rating engine services that provide real-time quotes. Connected to MoneySuperMarket and GoCompare, Compare the Market and Confused.com. Powerful GUI tools allow you to create and configure Products using data modeling, validation logic, mapping for web services, and reporting.

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

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.

This software system for agency management, marketing, and tracking is designed to help independent agents and agencies track and manage their agency more efficiently using best practices. The software is installed in administration mode. After the administrator signs into the system, they begin the setup process. This includes adding carriers' information, agents, lead sources, drip campaign letters, and carriers' information. They can also input individual and group commissions, create and upload customized letters, and set-up all client accounts for each agent. The software allows queries by carrier, lead source, type of lead, and agent. Administrators can create reports that show closing ratios such sales vs. callsbacks and dead-leads.

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.

In today's slow economy, and competitive business environment, an affordable insurance agency management system is essential. It will allow you to process your workflow more quickly than ever before. ARS Manager Plus will increase the productivity of your staff and make your agency more profitable. ARS Manager Plus 32-bit Agency Management System gives you complete control over your agency. Manager's extensive features enable you to maximize your agency's automation potential. This third-generation Agency Management System (ARS) contains many important features. ARS Manager Plus is not your average insurance software program. It is a fully-featured, state-of the-art agency management software.

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.

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.

By having Commission Tracker on your team, you'll experience the seamless streamlining of your commission process. This robust tool empowers you to effortlessly compensate agents, create reports, and accomplish so much more. Many agencies face initial challenges when it comes to commission tracking, often using inadequate tools that lead to overwhelming situations, making it difficult to generate essential reports. However, Commission Tracker has the potential to entirely transform this experience. Gain immediate access to your data from anywhere! No need for downloads, installations, updates, or backups ever! This is especially advantageous when multiple users require access from different locations while still sharing the same database.

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.

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.

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.

Our sole focus is on your challenges: driving KPIs in health plans, acquiring and keeping members, running efficient operations and managing better benefits utilization. We also aim to positively impact health outcomes. Zipari is the only technology platform that can simultaneously address all of these CX issues for your entire business. You can increase adoption, activate and reactivate digital engagement, and create personalized experiences with members, brokers, providers, employers, and other stakeholders. Educate consumers about the benefits and increase participation in wellness programs. Automate next-best-action recommendations based on real-time data and pre-built goals. Pre-built workflows simplify administrative tasks and reduce call-center volume for all consumers. Integrate seamlessly into your existing infrastructure and technology.

I-underwrite delivers world class auto-underwriting. We offer a complete set of software modules that can be used to deliver an end-to-end, online insurance sales process. This includes needs analysis and quote, digital signature, auto-underwriting and up-sell or cross-sell, offer and acceptance, payment processing and reporting. Auto-underwriting software Our auto-underwriting rules engine is the foundation of our digital insurance software. It is easy to quickly and easily configure underwriting rules to auto-decision life and critical illness, disability, income protection, and medical products to meet any insurer's specific needs. The rules engine can be used as a'self-contained module' that can be integrated into an insurance's hosted environment, or as a Software – as a Service model. You can access the i-underwrite U/W engine via any electronic distribution system.