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AgencyBloc is an agency management system designed specifically for health and life insurance agencies. CRM, Commissions Processing, and Marketing Automation tools allow you to manage your entire agency in one place. Organize your agency, improve lead management, manage your book-of-business, uncover missed commissions, automate email campaigns, and more!
En savoir plus sur AgencyBloc for Health & Life Insurance
FileInvite automatise le processus de collecte d'informations et de documents auprès de vos clients. L'interface sécurisée simplifie le processus. Tout ce que vous avez à faire est de créer et d'envoyer un FileInvite avec les informations dont vous avez besoin. Le client télécharge ensuite les fichiers sur un portail sécurisé sur lequel vous pouvez approuver ou refuser les informations soumises. Avec FileInvite, vous pouvez configurer des rappels, des modèles et synchroniser avec votre stockage cloud préféré, tel que Google Drive. Envoyez un FileInvite aujourd'hui !
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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
- 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
En savoir plus sur NowCerts
Founded in 2013, TechCanary is an InsurTech company offering the #1 insurance solution available on Salesforce. The companys mission is to provide the insurance industry new and innovative alternatives to legacy brokerage management systems and generic CRM and call center solutions. The platform is a configurable, cloud-based insurance solution for agencies, brokerages, carriers, MGAs, MGUs and wholesalers who want to gain a competitive advantage by supporting their insurance business.
En savoir plus sur Canary AMS
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.
En savoir plus sur AgentCubed
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.
En savoir plus sur PhoneBurner
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.
En savoir plus sur Sentry
par Agency Master Insurance Software
COMMERCIAL SPECIALISTS! Trucking, Equine, Aviation, General Commercial, & Specialty Lines. Do you write specialty niche markets? Create Certificates in seconds. 100% PAPERLESS office. Powerful WorkFlow module, Outlook integration, Customizable dropdowns. Easy to learn accounting, agency billing, premium finance, return premium, commission, account current specialists, ACORD Forms, carrier access, integration with AeroQuote & more! CLOUD or LOCAL BASED
En savoir plus sur Agency Master
Every day thousands of agencies use AgencyZoom to turbocharge their business. Designed for agency owners, by agency owners, AgencyZoom is like rocket fuel for P&C agencies. AgencyZoom is built to ignite growth by increasing sales and retention, automating routine tasks, efficiently onboarding new business, motivating producers and increasing Life and Health production. What will a little rocket fuel do for your agency? Try AgencyZoom free for 30 days and find out!
En savoir plus sur AgencyZoom
par Jenesis Software
If you are an Independent Insurance Agency, we would love to learn more about you and your agency. Let us show you how our agency management & marketing software has made agencies more profitable and efficient. Please allow us to spend 45 minutes online with you for a free, no-obligation, no-pressure, one-on-one demo.
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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.
En savoir plus sur Commission Tracker for Insurance
par VRC Insurance Systems
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.
En savoir plus sur Velocity
Web-based Agency Management system for P&C focused MGA's, Program Managers and Insurance intermediaries . Intuitive, scalable and secure software that helps you organize your agency.
Our customers use BindHQ to solve commission management amongst multiple parties, sales, policy management and reporting.
BindHQ can be extended to manage accounting and self-service portals for internal users and external customers.
En savoir plus sur BindHQ
par InsureCert Systems
Ultra-advanced API enabled e-commerce rating engine for insurance. Build configurable multi-line quotes, accept credit cards, crypto-payments, generate certificates and much more. Adaptable and intelligent, InsureCert can take your InsureTech ideas and turn them into reality. Call us at 1-800-557-3347
En savoir plus sur InsureCert
par Market Focus
Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals.
En savoir plus sur Market Quest For Insurance
Contact Center Software built for lead generation, accelerating sales, and coordinating large-scale marketing campaigns. Ideal for businesses with 10 or more agents. Automatically flag and change phone numbers that get marked as spam, access to the premium short code (ex: 411-411 and 911-911), 800, and local phone numbers with every area code. Highlighted features: Outbound Calling, Ringless Voicemail, Call Tracking, Lead Distribution, Voice Broadcasting, Custom IVR, and ask about our API.
En savoir plus sur Ytel Platform
par PAULMAR Software
SaaS cloud solution for the automation of P&C insurance agencys trust account. Reducing agency workload to make it more productive and significantly more efficient. Endorsement billing, automated invoice follow-up, cancellation endorsements and return premium refunds, new accounting and trust financial solvency, all guaranteed standard feature. A suite of 8 different products available. 75 premium and return premium, production and financial reports. Secured cloud server and software access.
En savoir plus sur NOBL - Policy Managment
Designed by HR and benefit administration professionals, for HR professionals and their Agents. Built specifically for small employer marketing, with the agent in mind. Robust benefit administration features like Online Enrollment /Life event changes, Self Admin Dependent Audit, Onboarding, and access to HR360. Employers can track, Accident/injuries, Performance Reviews, Development Reminders. Agents have access to BASIC Advisor to send customized marketing pieces on demand!
En savoir plus sur Basic Advisor
par Surefyre Systems
Manage and grow your business more efficiently than ever with modern CRM software designed specifically for insurance agents and brokers. Surefyre is powerful and easy to use with essential features like automatic document generation, commission tracking, marketing automation, integrated dialer, third party integrations with Google and others, custom workflows, robust reporting, and much more. Getting started is easy and free with our 30 day trial.
En savoir plus sur Surefyre
par Tritech Financial Systems
Client-based system supporting all lines of business and multiple companies, branches, states and languages.
Système permettant d'assurer le service et l'administration des ventes de manière entièrement personnalisée par téléphone.
par Computer Science Software
Practice management solution aimed at insurance brokers (life, health and short term) and asset managers.
par SPI Software Solutions
par North American Software Associates
Advanced, multi-line management system that is complete, comprehensive, fully integrated, easy-to-learn and practical.
Web-based risk insurance and back office software for the insurance sector.
par OMNIX Software Solutions
Internet-based insurance agent administration system for policy underwriting.
par Evolution Agency Management
Combining old and new trends, this software includes features like document management, T-filing, General Ledger, and a calendar.
par Hoffman Computer Systems
Agency Management Software with policy tracking, full client accounting, commission tracking, coverage screens, etc.
par Asian Business Solutions
Insurance brokerage system that delivers insurance coverage, collections, remittance, claims processing, and online financial reports.
User friendly software for insurance brokers,insurance agents and insurance broking company.
Sircon serves the insurance industry by linking stakeholders via electronic communication and streamlined processes.
Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
par Snappii Apps
Snappii offers 400+ live business apps in 30 industries for every business. Get the mobile app for your business in days, not months.
par Rocket Referrals
We automate referrals, retention, & reviews for insurance agencies with intelligent touch-points & the best handwriting tech available.
par A1 Enterprise
Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.
par Applied Systems
Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time.
Insurance broker et Agent software sont des logiciels faciles à comprendre et à gérer destinés aux agents.
Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
par Agency Matrix
Insurance agency management software that allows you to manage your book of business, your staff and your office from anywhere.
par Insurance Systems
Integrated software solution that handles policy administration, claims, billing, accounting & reinsurance for P&C insurance companies.
An insurance agency management solution with business intelligence to organize your data, streamline daily processes, & drive growth.
par QQ Solutions
Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.
par Mandon Software
Provides a complete solution for managing your insurance agency
par Agency Systems
Complete Insurance agency management system. All download capabilities, ACORDS, submissions and integrates with most rating software.
Web-based innovative CRM-based agency management system with built in marketing, text messaging, mobile application and more.
Increases your agents productivity while increasing customer experience.
par Online Database Solutions
Internet-based administration solution for the life insurance industry.
par Insurance Noodle
Insureon Solutions is a market access provider for insurance agents.
Vertafore Agency Platform
Enabling modern agencies to retain customers, maximize profitability, and successfully manage all lines
par Choices Software
Latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc. $250/yr per user
par Agency Business Systems
Features a calendar, reminders for employees, task lists, reports, logs, and more.
INSXCloud allows brokers & agents to enroll customers on the FFM on the applicant's behalf, or invite them to complete the application.
Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.
par RedHead Mobile Apps
Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes.
par Cloudia Assistant
CRM with lead tracking, quote engine and commission calculation included. Integrated dialer.
par LIDP Consulting Services
Comprehensive, client-oriented, online, real-time administration system.
par Insurance Technologies
Agency management system designed for independent insurance agencies and brokers.
par Datum Solution
Complete insurance agency management with billing, endorsements, renewals, claims, payables, receivables, general ledger and more.
Transactor insurance software automates business processes and improves customer experience
par Business Assistant
Management, marketing and tracking software designed to assist independent agents and agencies track and run their agency efficiently.
par Vanguard Business Systems
A commissions tracking program for the insurance industry, keep track of all of your sales and applications.
par NTT DATA FA Insurance Systems
Core General Insurance Policy Administrative System
par Comtec Global
SOA end-to-end comprehensive web-based modular system. Rules-based, table-driven architecture is scalable and easy to customize.
par RMT Technology
Insurance broker management system, CRM & financials.
Imprezzio is an insurance marketing automation suite that includes lead management, sales management & reporting analysis
par Agency Impact
Affordable web-based insurance agency management system designed for personal and commercial lines of business.
A practical broker-centric technology that creates a streamlined digital pipeline for your agency.
par Intuitive Web Solutions
All-in-one policy administration and insurance processing system designed for P&C carrier, MGA, and InsureTech companies.
Veruna's agency management solution is challenging independent insurance agents to walk away from the status quo and embrace change.
Cloud based solution made solely for insurance brokers to manage your clients, leads, and policies.
par Applied Systems
The most widely used cloud-based agency management system in the world.
Recommended by 97% of agencies. The only agency management system that makes running your business more effective and enjoyable.
Agency management with document imaging including ACORD, carrier, commission, claim download, and more.
par Ozone United
Ozone Insuria is a cloud/server based Insurance Brokers ERP used by insurance brokers to manage transactions, reports, financials etc.
Online Administration Software, ideal for Insurance Providers, Brokers, Agencies or any Insurance Professional.
Business management software for insurance agencies with CRM, lead management, and commission tracking capabilities.
par Assurance Systems
A complete web-based system that integrates agency management and document storage all in one easy-to-use program.
par Gen4 Systems
An all-in-one agency software solution.
A web portal for insurance brokers to improve international insurance program management and increase client satisfaction.
par XDimensional Technologies
Nexsure is an innovative and comprehensive agency management platform for running, growing, and managing your insurance operations.
par Agency Access Pro
Agency Management System software for your insurance agency that works!
par Agency AutomationTEAM
Very easy to implement and learn, this software improves workflow and automates all necessary tasks.
Web-based model management system with accounting capabilities for agencies and brokerage houses.
par Third Eye Solutions
Software to manage proof of compliance to financial regulations, loan origination, manage a loan portfolio and generate client letters.
Turn-key, fully automated digital and social media marketing system for life insurance agencies.
par Advantage Information Systems
Powerful, easy to use, agency management software with all of the features and tools agents want and expect.
User Friendly CRM made specifically for the Independent Insurance Broker
Generate risk specific Applications, creates customer Proposals, Insurance Confirmations, Policy Declaration pages, Statement of Values
Internet-based Agency Management System. Allows agents to quote, rate and issue policies online.
par Insurance Technology Consultants
Provides policy maintenance, premium accounting, general ledger reporting, premium statistical, and more.
par TIA Technology
Comprehensive, fully flexible, insurance application for insurers and brokers; continuous upgrade and maintenance.
par Special Agent
Insurance agency management software; client services, ACORD forms, accounting, reports, and more.
par Agency Rating Systems
An agency managemensystem designed for agencies writing direct bill auto and collecting payments in their office.
Suite of front office solutions for the property & casualty market.
From managing policy information to establishing unique business rules, this suite is designed to be user-friendly.
par Policy Administration Solutions
Full policy, claims, and accounting solution for carriers.
par AGB Business Services
General agent management software for the employee benefits business.
Enables a full coverage of business intelligence needs of an insurance company.
par Insurance Technologies
Simplify the selling process while giving agents tools for professional and compliant sales.
We make it easy for insurance agents to launch and manage a quality website. We provide you with proven designs to content to hosting.
par Dream Tekis Software
A web browser-based life insurance management system that supports end-to-end business processes of life insurance.
par Arkus Software Solutions
Web-enables insurance company's most vital processes, like policy admin, sales and much more.
par AGO Insurance Software
A full software suite for every P&C line of business, including workers' compensation, claims tracking, and A/R billing.
par Astonish Results
This software is designed to assist with web marketing. 85 percent of insurance purchases are online, so marketing online helps.
par Systeme Software
This web-based software asks for the state the customer is in, so he only has to fill out the necessary information for that state.
Our agency management software imports and distributes leads automatically, creates reports, sends alerts, creates quotes, and more.
A web based online quoting and straight through policy processing system for P&C and Life/Health insurance companies.
Cloud-hosted software for real-time underwriting, rating and price distribution across multiple sales channels.
par Senior Direct
Web-based contact management software with sales reporting, leads analysis and monitoring for life and health insurance industry.
par eGoVisa Services
Securum is specifically designed to make it easier and more profitable for organisations to do business via the internet
par AGEman Solutions
Life insurance agency back office system for new business, inforce, commission and agent compliance. Meets ACORD and CITS standards.
par Rank Consultancy
Video Customer Acquisition Processes
Video Insurance Renewals
Live Exchange Claim Settlement / Documents/ Pictures / Videos
Insurance software platform that includes components for policy, rating and underwriting, billing, claims, print, CRM, and more.
Policy sales and administration in the cloud for insurers, brokers and agents - ideal for SME, microinsurance and small ticket markets
Customer relationship management and accounting contracts system for insurance agents and brokers.
Cloud based application manages certificates, endorsements, claims, policies, renewals, tasks, email, CRM, invoicing, reports and more.
A web-based software solution for brokers for an end-to-end management of all processes in a modern and efficient way for best results.
par ESKADENIA Software
It stands in a unique position for its innovation, powerful core business expertise, integrated support systems, and quality of service
par InsPro Technologies
Web-based enterprise insurance administration system designed for both the group and individual insurance verticals.
par Employee Navigator
Employee Navigator is benefits HR and compliance software for brokers and their clients.
Logiciel web tout-en-un comprenant un système de devis/vente en ligne, un portail de service client, un module de réclamation, un administrateur agent général et un back-office.
Provides brokers efficiency of quoting and enrollment. Personal health questionnaires & custom benefit plan elections for group health.
C2MS is an innovative Insurance ERP, providing sales pipeline, claims and policy administration.
Producer Pro comprend tout ce dont les transporteurs ont besoin pour automatiser et simplifier l'administration et la gestion des producteurs.
par United Systems and Software
Robust software for underwriting, new business processing, policy services, billing, agent commissions, and claims adjudication.
par City Computers
Insurance software system with underwriting, claims, accounting and reporting functions.
Premium audit application; presents all the screens necessary to capture audit data in a linear fashion.
par Concord Information Systems
Manages submissions and quotes, policies and premiums, claims, losses payable and premiums receivable.
Web-based solution for policy management, claims processing and insurance agency administration.
A suite of solutions that manages finance, compares rates, and produces accurate quotes quickly.
par Insurance Software Services
We build a custom software to fit your exact needs. Gives you regular status updates to help you manage your business better.
Solution used to execute a number of core policy processes including rating, quoting, binding, issuing, endorsements, and renewals.
par Empirical Efficiency
BBMS is a cloud platform that allows an insurance broker to securely operate his business from anywhere with any device
OWLS is a web-based fully fledged insurance management solution with features such as reporting, payments, document uploads, and more.
par Insuraxe Solutions
Custom built cloud-based insurance rating, submissions, issuance, premium billing, and brokers management system.
par GST Software
A web-based Submission solution built for Independent Insurance Agents and General Agencies.
Msg Life provides digitalization, big data analytics, in-force management, and regulatory compliance to insurance companies
Cloud solution for life insurance companies working with criminal activity.Includes investigation and case management capabilities.
par Xemplar Insights
An auto insurance solution that improves customer experience and risk management for drivers.
par Nest Innovative Solutions
Plateforme open source pour les compagnies d'assurance avec des fonctionnalités de ventes, services, clients, campagnes, réclamations, etc.
par Mobinsure Software
Management system for insurance agencies that integrates reports, sales, customer relations, and payment all into one.
Insurance broker automation system on Salesforce Cloud that makes customer engagement, lead generation, and marketing easy.
Health insurance agency management system with CRM tools for brokers with free employee management software for their clients.
PRISE is a ubiquitous solution suite purpose-built for P&C Insurers
par Artemis Solutions
Fully customisable cloud based insurance management software platform & CRM with complete app to bind process, quoting & reports.
Majescos software for L&A, Health, Pensions and Group helps carriers
Insurance sales automation solution built on top of Salesforce.com. Can run on its own or integrate with call center tools.
par Mindware Systems
Complete solution for insurance agencies that allows you to easily create quotes and policies.
Help insurance agents maximize CLV- to sell more and retain more using digital insurance wallet, chatbot, and an agent portal.
par JET Health Solutions
Quote-to-card insurance automation platform that equips insurance companies to present and sell their health plans.