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.

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.

One solution for all benefits administration. Any benefits plan can be built and managed: medical, dental, vision, life and disability, Medicaid, Medicare, Medicare Supplement, care management and long-term care health benefits, flexible spending accounts (FSAs), health savings accounts (HSAs), health reimbursement accounts (HRAs) and COBRA. All transactions are real time, including integrated online payments, cost containment, fraud and abuse edits, provider matching and pricing.

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.

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.

Insurance agency automation solution.

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

Insurance agency management tool that helps users with document storage, commission tracking, endorsements, and more.

Cloud-based insurance administration system that enables businesses to streamline processes such as billing, underwriting, and more.

Pathway is an all-in-one automated insurance platform designed exclusively to help insurance agencies manage and streamline client-facing communications using emails and texts. The software can automate renewal, billing, weather and marketing workflows. Key workflows include prospect nurturing, welcoming new clients, pre-renewals, questionnaires, document delivery, quote follow-ups, claims notifications, cross-sell, referral requests, Google reviews, billing notifications and more.

OneLink CRM is designed for agency owners and individual brokers. Whether you’re looking to boost your production, manage your sales team, handle call campaigns or maximize lead conversions, OneLink has the tools you need to transform your business operations. Organize all of your lead/customer information, and manage multiple policies in a single system. Truly understand your customer and anticipate their needs for higher retention and customer satisfaction.

Comprehensive P&C Agency Management System. Full insurance accounting, commercial submission system, integrated with Outlook mail and calendar. Simple to learn and use. Comprehensive conversions from other systems and very thorough training and after the sale follow up.

Insureon Solutions is a market access provider for insurance agents. With our software, agents can: - Submit business to multiple top-rated insurance carriers simultaneously. - Manage client information. - Automate routine agency tasks. - Quote personal and commercial insurance solutions.

XDimensional Technologies (Brea, CA) develops the SaaS-based Nexsure Insurance Platform. Nexsure has three editions, Agency+, Wholesale+, and Policy Admin+, that share a single database to streamline collaboration and increase productivity across the insurance ecosystem while driving efficient business production, superior customer service, and insightful business management

Online, CRM-based agency management system that includes features such as: SMS/text messaging for clients; mobile device access from personal phone or PDA; Outlook interface; syncs with a variety of comparative raters; agent website interface; AspireCHAT - built in chat feature; automated marketing via email and text messaging; Facebook, Twitter & LinkedIn - integrated within the software.

DataPath Summit is a secure, cloud-based platform for CDH account and COBRA administration. Designed as an everything you could need solution, Summit enables TPAs to break through the boundaries of employer-sponsored benefits administration for FSAs, HRAs, HSAs, Transit accounts, and COBRA billing. Summit's features include default settings and wizards, single record administration for both employers and participants, automated reimbursements, flexible data exchange, and more.

SIBRO is a simple to use, IRDAI compliant broking software that helps you to record your prospects, follow-up clients, draft RFQs/quote slips, prepare quote comparisons, record policies and received payments and eventually delivering policies and endorsements to the clients. Sibro has a growing list of action-oriented reports; which provides only the information you need. Sibro is highly responsive and compatible with tablet, mobile, iPad , desktop etc.

Quick InsureTech Solutions. Design custom forms connected to our powerful and flexible rating engine, set up payments, bind, and issue policies. Perfect for MGAs, Carriers and Program Managers. Empower brokers with direct to consumer solutions. Fully automated, InsureCert pays commission instantly, manages quotes, auto-renew policies and much more. Launch from zero to full policy automation within days. Give brokers what they want, bespoke digital insurance products!

Provides brokers efficiency of quoting and enrollment. Personal health questionnaires & custom benefit plan elections for group health.

See how Salesforce Health Cloud can engage members throughout their healthcare journey. Discover how to personalize care, streamline authorization requests with utilization management, and promote collaboration to achieve the best member outcomes.

CRM Based Insurance Agency Management System. Powerful. Simple. Highly Customizable. Intensive Marketing Focus - both to prospects and leads, as well cross-selling and up-selling to existing customers. Automate process workflows. Integrate with third party applications. Carrier Downloads and Acord Forms Library. Robust Analytics - Know how your agency is performing. Accounting, E-signature, Human Resources, Website hosting, E&O Protection, marketing campaigns, and much more, all included.

GreenWave Commission Management Software alleviates a large volume of administrative burden shouldered by MGAs, brokers, agents, carriers and support personnel. Once the processing of your commission data is automated via GreenWave, your company will see an immediate, positive, impact in profitability. With GreenWave, businesses experience reduced overhead, increased capacity, elimination of payment discrepancies from carriers, and increased loyalty from the producer channel.

This modern management and reporting too is used for global consolidation of international insurance programs. Policies are stored in a central location, accessible via desktop, tablet, or smartphone. Brokers can provide access to clients with custom permissions.

The INSXCloud Broker Platform enables brokers to quote, directly enroll and track applications on the Federally Facilitated Marketplace plus much more. Quickly generate quotes, create PDFs of plan comparisons, enroll your customers in plans, and invite customers to enroll themselves all through an easy to use cloud-based web portal.

InsuranceDrip does it all for you! Content specific to what you sell is sourced and created for you and automatically posted to all your social media, including Facebook, Twitter, Google+ and LinkedIn! Our rich and attractive content creates a Call to Action rather than ineffective solicitations. InsuranceDrip even creates and sends out your monthly email newsletter automatically, which creates more lead opportunities, better client retention, referrals and second-sales opportunities!

Generates risk specific Applications, creates customer Proposals, Insurance Confirmations, Policy Declaration pages, Statement of Value, Certificates of insurance, Claim Reports etc.

Xemplar Auto captures and analyzes driving behavior data that enables drivers on the policy to reduce unsafe driving habits and prevent accidents. Insurers can now get deeper insights into their book of business and take preventive measures to lower loss ratios, while simultaneously launching pay-per-mile or other UBI products.

Finding the right solution for clients can be challenging, especially when quote multiple carriers and product line

BluRoot streamlines the prospect to closed-policy process for the modern commercial agent and broker. It starts by providing agents with online forms that they can send to clients to automatically collect customer data. From there, an agent uses BluRoot to automatically prepare a market quote and send to selected markets. Finally, BluRoot provides an easy-to-use interface to track and record feedback from your markets. This is all coupled with advanced analytics.

Insurance agency management software; client services, ACORD forms, accounting, reports, and more.

Cloud-based solution that assists with claims processing through customer engagement, business intelligence, data management and more.

Premium audit application; presents all the screens necessary to capture audit data in a linear fashion.

Agency Management System software for your insurance agency that works! Provides powerful and effective features and solutions, all at a very affordable price. Easy and quick client access, ACORD forms, complete customer and policy detail, customizable letters, detailed reporting, while also allowing you to be totally paperless.

Affordable online Agency Management system at $250 per user per year. Includes all latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc.

Web-based life insurance management tool to streamline workflow including agent & claims management, policy administration and more.

Very easy to implement and learn, this software improves workflow and automates all necessary tasks.

C2MS is an innovative Insurance ERP, providing sales pipeline, claims and policy administration. Designed for Commercial and Personal Lines Insurance. C2MS is designed to make it easier and more profitable for organisations to do business via the Internet and to add value to traditional Insurance channels. C2MS can be deployed both On-Premise or within the Cloud.

Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.

Web-based model management system with accounting capabilities for agencies and brokerage houses.

Third Eye Solutions is a software company that specializes in lending and loan servicing applications for the financial services industry, helping companies ensure compliance to regulations and mitigate financial/legal risk. Third Eye strives to enhance the end user experience by minimizing the time to market, carrying out analytics, and optimizing workflow automation. The company offers a suite of innovative solutions for commercial and personal lending including factoring and cash advances

SAP Agent Performance Management (formerly CallidusCloud Producer Pro) includes everything carriers need to automate and simplify producer administration and management, helping your organization improve efficiency, maintain compliance, and reduce risk.

We understand that independent insurance agents often struggle to retain customers while working hard to sell new policies. Solve these problems while increasing profit with our online software solution.

Web-based enterprise insurance administration system designed for both the group and individual insurance verticals.

Transforms insurance agency processes into digital smartforms.

Marketing automation solution that helps businesses build customer loyalty, automate marketing campaigns, track referrals, and more.

For two decades, Quotit has been empowering insurance professionals to build better businesses. Through plug-and-play tools, agents and agencies take advantage of the professional quoting engine, compare and enroll functionality, a client driven shopping experience, an end-to-end CRM and a streamlined enrollment process.

CaptaIMS is a sales-enabled cloud-based agency management system built for small independent insurance agencies. Starting at $30/user/month, it is designed to help agents manage all lines of insurance. With built-in tools such as e-signature, click-to-call, and a customer-facing portal CaptaIMS give agents the tools they need to build their agency and not just manage data.

Profida is aimed at all industries of the financial services and insurance sector. It caters for different requirements of any type or size of financial services firms with the Underwriting, Administrator, Professional, and Web Edition. For you as a broker or adviser this means specialised functionality and support to achieve high-sophisticated practice management and high-level client service. Profida is used in both the life and non-life sector.

Internet-based Agency Management System. Allows agents to quote, rate and issue policies online.

Amsoft is a complete Agency Management Software package featuring policy tracking, full client accounting, commission tracking, coverage screens, integrated word processing, suspensing, e-mailing, over 150 management reports and more. Available optional modules include General Ledger, Payroll and Multi-user. Our ACORD Package and Scanning (Paperless Office) can be added or purchased alone. Our software is $1499 plus options. Discounts and Payment Plans available.