178 results
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Macaw is an Insurance AMS supporting end to end processes for MGAs & Brokers in P&C lines, covering CRM, Sales, Service and Accounting. Learn more about Macaw
Macaw is an Insurance Agency Management platform that supports end to end processes for MGAs and Brokers in P&C lines, covering CRM, Sales, Underwriting, Services, Claims and Accounting. The system comes with in-built Document Management System, Rules and Workflow components. Several typical integrations are built in e.g. Payment Gateway, eSign and mass email marketing. The Customer Portal, Producer Portal and Carrier Portals allow different stakeholders to self-serve. Learn more about Macaw
Macaw is an Insurance Agency Management platform that supports end to end processes for MGAs and Brokers in P&C lines, covering CRM, Sales, Underwriting, Services, Claims and Accounting. The system com...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Bitrix24 #1 free insurance agency management platform. Used by 4 million teams. Cloud, mobile, open source. Learn more about Bitrix24
Bitrix24 #1 free insurance agency management platform. Used by 4 million teams worldwide. Cloud, mobile, open source. Free CRM, appointment scheduling, agency management, quotes, invoices, contracts, email marketing, calendars, more. Learn more about Bitrix24
Bitrix24 #1 free insurance agency management platform. Used by 4 million teams worldwide. Cloud, mobile, open source. Free CRM, appointment scheduling, agency management, quotes, invoices, contracts, e...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Plug & Play cloud based quote-to-bind insurance management system. Designed for Insurers & Digital Platforms of all sizes. Learn more about i2go Insurance Software as a Service (SaaS)
The i2go insurance software is a powerful, modular and easily integrated system, built for you on cutting edge technologies. Simplifying complex process' and allowing for automation and configurability , it performs seamlessly on all digital platforms. Our unique business model allows you to invest in best-of-breed solution through a low-risk partnership. Returns are guaranteed whether you choose our individual modules or go full-suite. Learn more about i2go Insurance Software as a Service (SaaS)
The i2go insurance software is a powerful, modular and easily integrated system, built for you on cutting edge technologies. Simplifying complex process' and allowing for automation and configurability...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Indio simplifies the P&C insurance application and renewal process for agents by creating a fully digital, modern customer experience.
Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded with a library of 10,000+ digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing.
Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
The new benchmark in insurance agency management: Secure, Intelligent, Intuitive, Affordable. Everything you need - nothing you don't!
Meticulously Crafted, Secure, Intelligent and Intuitive is how we built the cloud-based NowCerts Insurance Agency Management System - Outsourcing of Insurance Certificates - Sending Certificates via FAX, E-mail or US Mail - Quick Book Integration - Carrier Downloads - CRM - Policy Management - All Accord Forms - Commission Tracking - Marketing Forms sent via Fax, E-mail or US Mail - Loss Runs obtaining tool - And many more exclusive features at no additional cost
Meticulously Crafted, Secure, Intelligent and Intuitive is how we built the cloud-based NowCerts Insurance Agency Management System - Outsourcing of Insurance Certificates - Sending Certificates via F...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
With Jenesis agency management system and JenesisWeb website design, we handle all your agency needs.
Jenesis is a cloud-based management system best suited for agencies with 1-50 users. It is designed to help insurance agents manage Personal lines and Commercial lines policies. Jenesis helps build strong relationships with policyholders while automatically marketing to potential customers, improving client communication through email integrations, increasing the efficiency with pre-filled Acord forms and offers your customers easy access to policy information via the Jenesis Client Portal.
Jenesis is a cloud-based management system best suited for agencies with 1-50 users. It is designed to help insurance agents manage Personal lines and Commercial lines policies. Jenesis helps build str...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales.
LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card.
LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No con...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting.
On-premise and cloud-based agency management system, providing automation capabilities to the business. The system offers a single, open application with integrated capabilities to manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.
On-premise and cloud-based agency management system, providing automation capabilities to the business. The system offers a single, open application with integrated capabilities to manage customer rela...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
AgencyBloc is the #1 Agency Recommended Management System for life & health insurance agencies.
AgencyBloc, the #1 Agency Recommended Management System, helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated business and marketing automation.
AgencyBloc, the #1 Agency Recommended Management System, helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-sp...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
We automate referrals, retention, & reviews for insurance agencies with intelligent touch-points & the best handwriting tech available.
We work with insurance agencies to automate referrals, retention, and online reviews. Find & leverage your most loyal clients by inspiring them to refer you to their friends and family. Keep clients engaged with meaningful communication so they're less sensitive of price and more appreciative of you. Grow online reputation and drive warm prospects to your door by collecting and sharing positive testimonials and reviews.
We work with insurance agencies to automate referrals, retention, and online reviews. Find & leverage your most loyal clients by inspiring them to refer you to their friends and family. Keep clients en...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Insurance agency management software that lets you nurture and grow your book of business, your staff and your office from anywhere.
Agency Matrix, now part of ITC, is the most robust and affordable cloud-based technology company in the marketplace. Leading today's independent insurance agencies with cutting-edge technology, we are committed to delivering agency management software solutions that help you reach your business goals.
Agency Matrix, now part of ITC, is the most robust and affordable cloud-based technology company in the marketplace. Leading today's independent insurance agencies with cutting-edge technology, we are ...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Snappii is a leading Mobile Apps and form apps company. About 500,000 people use Snappii Business Apps in 30+ Industries.
Snappii offers many mobile apps for the Insurance Industry as a convenient and easy-to-use mobile solution that will save time and greatly reduce paper work, enable rapid and accurate data collection, and eliminate the necessity to physically move to the place of the accident and more. App users can upload their own PDFs, edit them and share. No forms to build. Choose from 400+ ready-made app templates or we can create the app for you.
Snappii offers many mobile apps for the Insurance Industry as a convenient and easy-to-use mobile solution that will save time and greatly reduce paper work, enable rapid and accurate data collection, ...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
Enroll Your Clients for ACA Plans in 5 Minutes or Less! ACAExpress.com provides insurance agents the power to stay ahead in an ever-changing industry. Our revolutionary ACA enrollment platform provides agents the tools they need to increase productivity in a simple, quick, and efficient platform. We put the power of health insurance enrollment back into the hands of agents by providing an ACA enrollment solution that is simple for agents to use.
Enroll Your Clients for ACA Plans in 5 Minutes or Less! ACAExpress.com provides insurance agents the power to stay ahead in an ever-changing industry. Our revolutionary ACA enrollment platform provide...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
EZLynx provides a single platform solution to help independent insurance agents keep their competitive advantage. The cloud-based Management system, real-time rating engine, and agency website provide a seamless foundation to maximize your agency's potential. Increase your ability to retain current customers while acquiring new business for both personal and commercial lines of business.
EZLynx provides a single platform solution to help independent insurance agents keep their competitive advantage. The cloud-based Management system, real-time rating engine, and agency website provide ...
Our unique partnership philosophy drives our systems 97% recommendation rate and 18-year average agency retention rate.
Since 1995, HawkSoft is a leader in management systems that powers thousands of agencies who want effective workflows for both commercial and personal lines without sacrificing a delightful experience for staff and policyholders. Created by independent agents, HawkSoft takes pride in being independently-owned. HawkSoft bundles all the core features to manage, grow, and measure your agency and offers API integrations with established service providers to expand your insurance technology stack.
Since 1995, HawkSoft is a leader in management systems that powers thousands of agencies who want effective workflows for both commercial and personal lines without sacrificing a delightful experience ...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
A free CMS-approved platform to quote, enroll, and manage your ACA business.
A FREE platform to quote, enroll, and manage your ACA business. The easier, faster alternative to healthcare.gov - designed specifically for agencies & brokers. 1095s at your fingertips. Post-enrollment support to manage client follow ups. Free white-labeled website for customers to self-enroll. Easy to use application that averages <10 minutes. Changes made through our platform reflected on healthcare.gov and carrier portals
A FREE platform to quote, enroll, and manage your ACA business. The easier, faster alternative to healthcare.gov - designed specifically for agencies & brokers. 1095s at your fingertips. Post-enrollm...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time.
Applied Rater automatically fills information into carriers' websites, eliminating redundant typing and saving agents up to 85% of their quoting time. Over 10,000 agents in 46 states use Applied Rater every day to quote auto and homeowners insurance, create proposals and bind policies. Applied Rater was formally SEMCAT Quoting Software.
Applied Rater automatically fills information into carriers' websites, eliminating redundant typing and saving agents up to 85% of their quoting time. Over 10,000 agents in 46 states use Applied Rater ...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.
QQ Catalyst is a revolutionary new cloud-based insurance agency management system. Catalysts innovative user interface offers capabilities and design features unlike anything insurance agencies have ever seen before. With no set-up fee's, no monthly contract and a 30 day money back guarantee, we make it easy to do business with QQSolutions. Come and see why over 23,000 agents and over 5,000 agencies rely on our technology everyday to manage their business.
QQ Catalyst is a revolutionary new cloud-based insurance agency management system. Catalysts innovative user interface offers capabilities and design features unlike anything insurance agencies have e...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Agency management system that assists insurance firms with policy tracking, documentation, accounting and reporting.
Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. Offering knowledgeable and friendly support staff making for an easy transition to a new automation system. Imagine a full featured management system supported by a team of insurance and software experts that is ready to answer your questions immediately! Conversions from other management systems available.
Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. Offering know...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Tracks and reports all commissions, bonuses and overrides due to each agent as well as policy and agent information.
Commission Tracker is specifically designed for Insurance agencies that sell group and individual benefits. CT is focused on managing the commissions paid to your agency by the carrier, as well as, the commissions owed to your producers. But it also does so much more... giving you detailed reports from every angle of your business. Many agencies begin by trying to track these commissions with Excel spreadsheets but soon find themselves unable to easily produce reports.
Commission Tracker is specifically designed for Insurance agencies that sell group and individual benefits. CT is focused on managing the commissions paid to your agency by the carrier, as well as, the...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
As Global Leaders in Claims Management Technology for nearly 2 decades, we provide secure online claims management software worldwide.
Virtual Claims Adjuster is a web based claims management system designed using the latest software development techniques and interface methodologies to ensure a smooth implementation into your business. As you conduct your day to day business, we work in the background, finding ways to make you more efficient and effective. Our business specialists analyze trends, maintain key industry relationships, & employ advanced techniques to evolve your toolset in a way that exceeds your business needs.
Virtual Claims Adjuster is a web based claims management system designed using the latest software development techniques and interface methodologies to ensure a smooth implementation into your busines...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Insurance CRM/CSM coupled with a Healthtech that offers exclusive rates on Healthcare, Wellness, Lifestyle, F&B services to members.
Insurance Intermediaries invite leads / clients to join as member through a 5 minutes gamified KYC/FNA that collects up to 110 data points. They can recommend, promote and process insurance/investment products digitally while rewarding leads with a Free membership that offers exclusive services through 1,200 clinics and 50 F&B, Wellness and Lifestyle partners. CRM: www.my-insurer.net/ Agents/vendors portal: https://access.my-insurer.net Health tech: https://wellnex-singapore.com
Insurance Intermediaries invite leads / clients to join as member through a 5 minutes gamified KYC/FNA that collects up to 110 data points. They can recommend, promote and process insurance/investment...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Insurance management software that provides powerful tools to automate your business, calculate commissions, generate leads, and more.
Health and Life Insurance Agency Management Software developed in conjunction with administrators, agents, and owners of health and life insurance agencies to automate their workflow and optimize their resources, including the security and privacy their agents and clients demand. Our Software also provides powerful marketing tools to generate new leads and contact your clients via email and SMS. Schedule a demo with one of our experts and let technology do the heavy work for you!
Health and Life Insurance Agency Management Software developed in conjunction with administrators, agents, and owners of health and life insurance agencies to automate their workflow and optimize their...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
A quick to market, cost efficient solution to managing your Insurance Agency. MPACS highly configurable, robust, agile software.
Mandon Software is a UK Based Company founded in 1999. Our software MPACS offers a complete solution for managing your database of quotations, policies and claims. Includes rating, documentation, workflow, diary and auditing. On-premises or in the cloud solutions available. Our open API makes it simple to integrate with third parties making tasks more efficient, less open to human error and giving the end customer a more seamless experience.
Mandon Software is a UK Based Company founded in 1999. Our software MPACS offers a complete solution for managing your database of quotations, policies and claims. Includes rating, documentation, wor...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable.
We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable. Sentry adapts to the needs of each individual insurance agency. Whether you are dedicated to selling only one type of insurance or several, our platform will fit your needs. Sentry will become your best tool. Our goal is to make work easier and offer cutting edge technology.
We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable. Sentry adapts to the needs of each individual insurance agency. Whether you are ded...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
We make insurance broker & agent software that's easy to adopt and easy to use.
Insly is the simplest policy administration system on the market created by a team with a long insurance tech background. It covers all the basics brokers and agents need: you can easily store customer and policy information, email documentation, bill your clients, know how much commission and fee revenue you have earned, track claims and much more. Getting started takes less than 2 minutes and there are no upfront costs!
Insly is the simplest policy administration system on the market created by a team with a long insurance tech background. It covers all the basics brokers and agents need: you can easily store custome...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Helps Insurance ageencies convert, engage and retain clients with its CRM, Sales & Marketing Automation and analytics tool.
All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Teams utilize InsuredMines Agency Portal and Mobile App to manage clients & prospects, offering an omnichannel presence and last-mile connectivity.
All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Team...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Insurance software for MGAs, Program Admins & Carriers. Handles rating, issuance, doc. mgmt, billing, claims, client portals and more.
Velocity offers an all-in-one P&C insurance solution for MGAs, Program Administrators, Wholesalers, Carriers and Large Retailers. Key features include policy issuance & administration, claims administration, built-in rating, self-service portals (agent & insured), billing & premium accounting, document management, reporting, ACORDs/custom apps, API Library, integration options, self-configuration training and more.
Velocity offers an all-in-one P&C insurance solution for MGAs, Program Administrators, Wholesalers, Carriers and Large Retailers. Key features include policy issuance & administration, claims administr...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Wrapbook is an all-in-one software platform for employers and project-based workers. Easy onboarding, timecards, payroll, and more.
Wrapbook is an all-in-one software platform for employers and their project-based workers. Tackle onboarding, timecards, payroll, and insurance with Wrapbook, a powerful and easy to use platform for managing productions. Finally, entertainment payroll and production management made easy.
Wrapbook is an all-in-one software platform for employers and their project-based workers. Tackle onboarding, timecards, payroll, and insurance with Wrapbook, a powerful and easy to use platform for ma...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more.
Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more.
Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more....
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Finaeo is a digital marketplace that connects insurance carriers, advisors and their clients to streamline policy fulfillment.
Finaeo's digital marketplace provides advisors, their clients and insurance carriers the technology needed to thrive in a digital era. Finaeo's technology streamlines insurance applications to help advisors go from "prospect-to-policy" on one digital platform, while providing carriers with access to tools that help create on-the-fly e-apps, automated underwriting models and transformation technology.
Finaeo's digital marketplace provides advisors, their clients and insurance carriers the technology needed to thrive in a digital era. Finaeo's technology streamlines insurance applications to help adv...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Web based Insurance Broker(s) and insurance agent(s) Business management solution at a single server license with unlimited users.
A digital web base solution to Insurance Broker(s) and insurance agent(s). The success of Ozone Insuria is the strong foundation of implementing daily business process with considerably minimum manual labor. A complete system with policy and customer administration, Finance , HR, customer invoicing and MI reports that helps analyzing business at your finger tips.
A digital web base solution to Insurance Broker(s) and insurance agent(s). The success of Ozone Insuria is the strong foundation of implementing daily business process with considerably minimum manual ...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Health and life insurance agency management system with CRM, marketing, and commission tools. No long-term commitment required.
NextAgency, the Nation's Leading Agency Management System, helps save you time, money, and clients by delivering a modern agency management system with powerful CRM workflow automation tools while integrating with benefits management software. Supports individual/group health, life, medicare along with other products. Also includes commission tracking, a calendar and dashboard, an agency library, SMS, email syncing, workflows, activity logging, integration with 3rd party apps, + much more.
NextAgency, the Nation's Leading Agency Management System, helps save you time, money, and clients by delivering a modern agency management system with powerful CRM workflow automation tools while inte...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
BindHQ is a SaaS technology provider focused on building and delivering the software, tools, products and insights required to supercha
As an all-in-one cloud-based solution, BindHQ enables its users to work any time, anywhere, and on any device, and provides configurable and intuitive business workflows that reflect how specialty insurance intermediaries need to conduct business in the 21st century. With a robust reporting capability, fully integrated accounting and compliance modules, and modern user interface designed for simplicity, BindHQ empowers agency owners to transform the way they do business.
As an all-in-one cloud-based solution, BindHQ enables its users to work any time, anywhere, and on any device, and provides configurable and intuitive business workflows that reflect how specialty insu...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Integrated software solution that handles policy administration, claims, billing, accounting & reinsurance for P&C insurance companies.
A comprehensive solution to run your P&C insurance company, ISI Enterprise is a premier policy administration suite for property and casualty insurers. Combining leading-edge browser-based technology with functionality not found in any other solution, ISI Enterprise includes policy administration, product development, claims, billing, accounting, reinsurance, CRM, agent/broker portal and supporting sub-systems including knowledge/document management, scanning and mail merge.
A comprehensive solution to run your P&C insurance company, ISI Enterprise is a premier policy administration suite for property and casualty insurers. Combining leading-edge browser-based technology ...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
The indie agent solution to collect digital payments for all your agency bill polices! No contract, no hidden costs, only $20 a month.
ePayPolicy is on a mission to eliminate paper checks from the independent agent's workflow. Our simple, insurance-centric solution lets you collect credit card and ACH payments and send funds across the industry. Beyond collections, youll have access to a variety of features to streamline accounting operations, including integrating payments into management systems like AMS360, Applied CSR24, Veruna, and many many more.
ePayPolicy is on a mission to eliminate paper checks from the independent agent's workflow. Our simple, insurance-centric solution lets you collect credit card and ACH payments and send funds across th...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Applied CSR24 is an online customer self-service software that connects your customers to claims and policy information.
Provide anytime, anywhere mobile customer service to increase client satisfaction, build client loyalty and deliver a more competitive business proposition. Give clients online and mobile access to the policy information they need through an online customer portal or mobile app that is custom branded to your agency. Applied CSR24 is the industry's first online customer self-service software that connects your customers to information in your management system when and how they want.
Provide anytime, anywhere mobile customer service to increase client satisfaction, build client loyalty and deliver a more competitive business proposition. Give clients online and mobile access to the...
Features a calendar, reminders for employees, task lists, reports, logs, and more.
Features a calendar, reminders for employees, task lists, reports, logs, and more.
Features a calendar, reminders for employees, task lists, reports, logs, and more....
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Partner Platform's best-in-class management system is praised by clients for its ease of use, breadth of capabilities, & affordability.
Partner Platform's best-in-class agency management system is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you'll find Partner Platform is supported by a team that you can count on and lives their values of being a partner.
Partner Platform's best-in-class agency management system is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about communit...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Cloud-based insurance agency platform that helps retain customers, maximize profitability and successfully manage all operations.
Vertafore Agency Platform goes beyond traditional insurance agency management systems. From customer and policy management, to agency licensing, reference materials, and real-time rating, only Vertafore offers this comprehensive platform designed to make the modern agency more profitable today and into the future.
Vertafore Agency Platform goes beyond traditional insurance agency management systems. From customer and policy management, to agency licensing, reference materials, and real-time rating, only Vertafor...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
CRM with lead tracking, drip marketing, quote engine and commission calculation included. Integrated dialer/mass texting.
CRM with lead tracking, drip marketing, quote engine and commission calculation included. Integrated dialer and mass texting. View your data as you like (custom). Purchase leads withing the CRMs Marketplace. Import leads from any lead gen company. Share folders with others to work on as a team. Leader board. Call center abilities with custom routed calls.
CRM with lead tracking, drip marketing, quote engine and commission calculation included. Integrated dialer and mass texting. View your data as you like (custom). Purchase leads withing the CRMs Market...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Easy to use sales and automation solutions for P&C Insurance Agencies to help increase sales and grow retention.
AgencyZoom is your all-in-one solution for managing leads, tracking sales, onboarding customers, Google reviews and more. Boost sales by proactively managing goals and motivating teams with a positive sales environment. Increase retention with automated new business onboarding, customer follow ups, Google reviews, referral generation, and more. AgencyZoom automates the customers lifecycle with simple yet cutting-edge solutions celebrated by thousands of P&C agents.
AgencyZoom is your all-in-one solution for managing leads, tracking sales, onboarding customers, Google reviews and more. Boost sales by proactively managing goals and motivating teams with a positive ...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
AgentCubed provides the single solution for insurance agencies, combining multiple management solutions into one platform.
AgentCubed provides the single solution for insurance agencies and health plans. Our sales solution helps solve issues agencies may be experiencing with average time of sale by integrating quoting and enrollment. We solve your pain points with lead tracking, ROI calculation, cross-selling, compliance, finance reconciliation, and/or customer retention. We combine lead management, distribution and policy management into one easy to use platform.
AgentCubed provides the single solution for insurance agencies and health plans. Our sales solution helps solve issues agencies may be experiencing with average time of sale by integrating quoting and ...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Online Administration Software, ideal for Insurance Providers, Brokers, Agencies or any Insurance Professional.
An impressive new version for the best cloud-based Agency Management Software / Maximize your company potential, increase your sales, retain customers, organize tasks and get a high efficiency level keeping you up-to-date with key indicators / AdminSeg is a complete Portfolio Management System, perfect for Insurance Providers, Brokers, Agencies, and every professional in the insurance industry / Already operating in 20 countries / The future of your agency is here. Welcome to AdminSeg V3.
An impressive new version for the best cloud-based Agency Management Software / Maximize your company potential, increase your sales, retain customers, organize tasks and get a high efficiency level ...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
All-in-one insurance agency software solution that features customer tracking, commission management, renewals & benefit websites, etc.
An all-in-one agency software solution. Whether you just need to track your clients, policies, key contacts, and commissions, or you need to automate processes and offer cutting-edge solutions to your groups.
An all-in-one agency software solution. Whether you just need to track your clients, policies, key contacts, and commissions, or you need to automate processes and offer cutting-edge solutions to your ...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Cloud-based software that saves time and enhances the customer experience with interactive, customer-friendly, online smart forms.
Enhance the customer experience, eliminate the redundancy, end the frustration. Broker Buddha transforms applications and renewals to make your agency more efficient and profitable. On a platform customized with your own agency branding, you can automate tasks, send forms with pre-loaded information, and knock down road blocks. Eliminate PDFs or endless email chains and replace them with a seamless, simplified journey for both the insured and your agents.
Enhance the customer experience, eliminate the redundancy, end the frustration. Broker Buddha transforms applications and renewals to make your agency more efficient and profitable. On a platform custo...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Fully automated Insurance CRM for P/C agents. Great for both personal and commercial lines agencies.
Better Agency is the #1 Insurance CRM for P/C agents. You will sell more premium and save more time with our done for you automation campaigns. You can follow up with every prospect, cross-sell your entire book, manage service requests, communicate with every renewal, and help every claimant with one single click. Our sales, service, and renewal pipelines allow agents to monitor every client. It has built-in texting, and you can store every document and record all of your policy notes.
Better Agency is the #1 Insurance CRM for P/C agents. You will sell more premium and save more time with our done for you automation campaigns. You can follow up with every prospect, cross-sell your ...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Trucking, Transportation, and Commercial Specialists! Are you a Trucking Broker? We can help! Cloud or local based. Since 1995
Trucking, Transportation, and Commercial Specialists! Are you a Trucking Broker? Having difficulty managing your endorsements, certificates, and agency workflow? We can offer you a solution! East to use accounting. Do you write Liability with 1 GA, PD with another & MTC with another all premium financed? Drag & drop from Outlook in seconds. Specializing In: agency billing, premium finance, commission tracking, account current statements, and carrier access. Cloud or local based. Since 1995
Trucking, Transportation, and Commercial Specialists! Are you a Trucking Broker? Having difficulty managing your endorsements, certificates, and agency workflow? We can offer you a solution! East to u...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Insurance agency management tool that helps users with document storage, commission tracking, endorsements, and more.
Insurance agency management tool that helps users with document storage, commission tracking, endorsements, and more.
Insurance agency management tool that helps users with document storage, commission tracking, endorsements, and more....
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating
Agentero lets you optimize your book, work more efficiently, and deliver a better experience to your policyholders. Learn more!
Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape.
Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and posit...
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Quote Management
  • Insurance Rating