Alternatives to eVo

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Veruna leverages the Salesforce platform to bring insurance what other industries have used for years. Your agency now has a system that you can customize to sell more, increase efficiency, and better serve customers. Veruna is a revolutionary insurance management system that will help you free yourself from the binds that have held you back for so many years. Veruna puts the agency first by allowing agencies to customize their software to fit their business processes. This includes building customer workflows and automating back-end processes. It also allows them to interact seamlessly with tools, customer-direct websites, and portals. Independent agents who are forward-thinking and willing to change the status quo of dominant providers must step up. Veruna allows agencies to easily set up their systems to prioritize the most important things to their business, such as helping customers, growing their business, and finding unique solutions.

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.

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.

A simple, intuitive system that uses the latest technology. It comes with unlimited training and support. Our goal is to maximize the value of your agency management system. We offer solutions for small and medium-sized agencies, with a single focus: customer service.

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.

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.

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.

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.

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

MGAs, MGUs, and wholesale brokers need to be able to cover the hard-to-write risk segments. AIM is a centralized system for managing general agents and managing general underwriters. It streamlines your underwriting, accounting and claims operations, making it easier to run a profitable and efficient insurance business. AIM provides an intuitive solution for unique transactions and processes, functionality that eliminates duplicate information entry, real-time reports capabilities and integrations with industry partners. With the ability to clear and bind, invoice, and clear from one system, AIM is more efficient and profitable. Verify that your invoicing, taxes, fees, and commissions are correct. You can simplify operations by being able to track, track, and pay claims, while also monitoring for fraud.

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.

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

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.

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.

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.

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.

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.

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.

Agency Impact is a new, reliable, and powerful solution that was created by retired insurance agents for agents. It works with any device, including your smartphone, tablet, computer, laptop, or tablet. We are proud to offer the most cost-effective web-based program for managing your insurance agency. We offer the most cost-effective web-based insurance agency management program for small, medium and large agencies. Agency Impact works exactly the same way as you do. Agency Impact delivers excellence and unparalleled flexibility. Agency Impact makes it possible to access critical files, view customer information, and make the right decisions from anywhere.

Cloud-based platforms eliminate the need to purchase and maintain servers in your offices. Agency Office runs all its websites and applications from a UK tier 1 data center. There, a number of powerful servers run its virtualized infrastructure. These servers are designed in a highly resilient, load-balanced topology with automatic failovers, off-site regular back-ups, and redundant hardware.

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.

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.

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.

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.

Enterprise-class agency management solutions for your insurance company. No matter if you're expanding organically or through acquisitions your needs as an enterprise-class agency management solution for your insurance business are different from those of independent agencies. Sagitta offers insurance solutions that meet your enterprise needs. It also allows for rapid growth via acquisitions and traditional methods. It can also support specialty and complex lines of business. You can have flexibility at the department and user level so your agency can work in the best way for you business. You can save time by having advanced accounting and finance capabilities that meet your agency's specific needs. To protect your data, you can grant or restrict access at the user level.

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.

The vendor presents A1 Tracker as a robust and configurable risk management system that can be used standalone or in conjunction with other business segments within an organization. Risk Management & Threat Assessment: Register of risks to track risks at all levels within an organization. This includes entity, project, asset and contract, vendor, divisions, business units, regions, and more. Real-time risk reports and heat maps, dashboard metrics alerts & notifications. Contract Management Contract module to track all types of contracts with customers, vendors, employees, and customers. Claims & Incident Management Reporting on claims and incidents for any type of claim: injury, medical, customer, insurance or asset, liability, work comp, liability, etc. Certificates & Policies in Insurance: Policies & certificates for insurance tracking with reminders and renewals. For agencies & carriers policy management includes tracking clients.

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.

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.

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.

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.

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.

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.

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.

Mobile apps that are private-labeled and allow your customers to shop, schedule services, accept payments, and more all from their mobile devices. Easy online shopping solutions that integrate seamlessly with your software system. Self-service kiosks and cashiering stations that accept all types of payments. We have a long history in insurance and offer many services to help you sell and serve online. In easy-to-understand dashboards, you can see your sales and marketing results in real time. Our call center technology offers a reliable payment option and service option via phone. QuotePro offers web, mobile, and kiosk solutions that allow you to quote, sell, and accept payments securely and accurately online and in-store. Our analytics dashboard allows your team to accurately measure and identify growth opportunities.

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.

Your advisors and policyholders will receive instantaneous, in-depth advice and assistance in choosing the right coverage. Make the most of modern data. Remote work with intelligent applications Streamline customer service and distribution for exceptional customer experiences. Your organization will benefit from new skills and expertise across all business lines. You can run on our secure cloud or on-premise. Enterprise-level data anonymization, traceability, and regulation compliance (IDD and GDPR) are all available. Quick integrations with our partners Salesforce and Microsoft 365 allow you to connect seamlessly to your existing ecosystem. You can deploy and monitor critical AI-driven production processes, including claim handling and cover subscriptions, without worrying about fraud detection.