The Best Insurance Agency Software of 2022 – https://alltopus.com

A1-Tracker A1 Tracker

  • Deployment: Web-based, cloud, software-as-a-service (SaaS), and mobile
  • 24/7 online support and live rep during business hours
  • Integrations, reports, policy management, claims management, and commission management

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Modules also assist companies with:

  • Project management
  • Safety compliance and health, safety, and environment (HSE)
  • Certificates of insurance
  • Policy management
  • Commission management
  • Bonds
  • Offers custom portals for employees, clients, agents and third parties
  • Data migrations offered

A1 Tracker comes with a flexible contract management component that adapts to many kinds of contracts, which streamlines operations, follow-ups, and renewals. Claims automation lets claim managers and claimants view claim documents and details from any device with an internet connection. The software can be hosted on-premise or in the cloud. Customers have access to 24/7 online customer support, along with live support during business hours, and training is provided as well. A1 Tracker offers integrative risk management solutions that let policy agencies track risks, incidents, contracts, assets, and audits in real-time. Its suite of on-line software features highly customizable aim, exploiter portals, dashboards, and reporting with stand-alone or fully integrated modules. company officials can receive notifications of heightened risks by commercial enterprise unit, department, and region.Modules besides assist companies with : A1 Tracker comes with a elastic compress management component that adapts to many kinds of contracts, which streamlines operations, follow-ups, and renewals. Claims automation lets claim managers and claimants view claim documents and details from any device with an internet joining. The software can be hosted on-premise or in the overcast. Customers have access to 24/7 on-line customer support, along with live subscribe during business hours, and train is provided ampere well.

Pros & Cons

A1 Tracker offers a robust risk management component that incorporates outside environmental events and map reporting by customer-determined risk regions. Its platform has customizable tracking modules that users can section by departments or lines of business for build unique and pertinent reports. The software can integrate data from indemnity companies, government databases, and corporate and public sources. however, it ’ s not suited for liveliness, health, or property policy agencies .

Pros

  • Highly customizable
  • Offered as fully and self-hosted on-premise
  • Integrated interdepartmental modules

Cons

  • No upfront pricing information

What Customers Are Saying

Customers are affect with A1 Tracker ’ randomness flexibility and exhaustive technical accompaniment. One wrote, “ A1 Enterprise amply customized our indemnity CRM [ customer relationship management ] and admit automation, such as charge, renewals, and policy application processing. ” Another noted, “ You can even have them help you pare the features down to only the things that are very necessary in your constitution, which we liked since we were working on a budget. “

Summary

A1 Tracker

Visit A1 Tracker

  • Starting Price

    • Contact for quote
  • Claims Management
    Yes
  • Commission Management
    Yes
  • Billing
    No
  • Integrations
    Yes
  • Reports
    Yes

Features

  • Deployment: Web-based, cloud, software-as-a-service (SaaS), and mobile
  • 24/7 online support and live rep during business hours
  • Integrations, reports, policy management, claims management, and commission management

AdminSeg AdminSeg

  • Multiple business, companies, and agency levels
  • Deployment: Web-based, cloud, and mobile
  • Complete task management, automatic reports on policies, sales, commissions, and incentives

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This platform can coordinate tasks pertaining to:

  • Claims
  • Invoicing
  • CRM
  • Workflow management
  • Automated email reports
  • Portfolio status
  • Internal incentives

AdminSeg lets customers create unlimited users with multiple access levels via one license. Importing current databases is included in the implementation cost. The platform has no storage or policy number limit. The software isn’t licensed or shared as customers have their own secured system and database. AdminSeg offers amply customizable, cloud-based agency management software that helps companies enhance efficiency, retain clients, increase sales, and ass risks. It ’ second built for exhaustive policy administration across products, occupation lines, means levels, companies and currencies. The software comes with predesigned composition modules that can be tailored to customers ’ needs and preferences on setup. A mobile app and agents portal features a customizable style with a customer ’ mho stigmatize and logo.This platform can coordinate tasks pertaining to : AdminSeg lets customers create inexhaustible users with multiple access levels via one license. Importing stream databases is included in the execution cost. The chopine has no memory or policy count limit. The software international relations and security network ’ thyroxine licensed or shared as customers have their own secured system and database .

Pros & Cons

AdminSeg allows users to create and manage inexhaustible users with one license. The company doesn ’ metric ton charge extra for converting and migrating data or adaptation updates. AdminSeg offers a free show angstrom well. Although the ship’s company mentions a monthly plan fee, it doesn ’ triiodothyronine provide specific pricing information upfront .

Pros

  • Unlimited users on one license
  • No charge for data conversions and migrations or updates
  • Free demo

Cons

  • No upfront pricing information

What Customers Are Saying

Customers feel confident in working with AdminSeg ’ randomness automated, fasten platform. One client stated, “ We love AdminSeg. Helps us a set with the policy presidency and sales information. We can create reports and programs to receive it on our emails. We feel very comfortable with it. ” Another remarked, “ AdminSeg is easy to use, customizable for any branch … Great on-line subscribe and handiness, very friendly team. ”

Summary

AdminSeg

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  • Starting Price

    • Contact for quote
  • Claims Management
    Yes
  • Commission Management
    Yes
  • Billing
    No
  • Integrations
    No
  • Reports
    Yes

Features

  • Multiple business, companies, and agency levels
  • Deployment: Web-based, cloud, and mobile
  • Complete task management, automatic reports on policies, sales, commissions, and incentives

Agency-Matrix Agency Matrix

  • Deployment: Web-based, cloud, and SaaS
  • Works with life, health, and property insurance
  • Policy management, claims management, commission management, and billing

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  • Customer and prospect imports and exports
  • Sweep tracking and reconciliation
  • Telephony integration
  • Automated reporting
  • Premium finance center
  • Multi-office customization
  • Policy management
  • Claims management
  • Association for Cooperative Operations Research and Development (ACORD) forms
  • Accounting management, including billing
  • Commission management
  • Task management

Agency Matrix charges one-time activation and conversion fees for existing databases. The monthly fee is a flat rate per office, per month. Customers can reach the technical support team during normal business hours. Agency Matrix brings customers 100 % cloud-based indemnity representation software systems with office-based license. Users have unlimited memory and can upload outright documents. The provider offers three serve packages : Starter, Professional, and Enterprise. The Professional and Enterprise options come with Smart Harbor integration, and the Enterprise software features a Submissions Generator and File Locker. All options provide : Agency Matrix charges erstwhile activation and conversion fees for existing databases. The monthly fee is a flat rate per office, per month. Customers can reach the technical hold team during convention business hours .

Pros & Cons

Agency Matrix charges a flat monthly tip per office, which stays the same regardless of the number of users. It doesn ’ t require a long-run committedness, and plans can change to fit evolving clientele needs. activation and conversion fees are extra, though .

Pros

  • Flat monthly rate per office
  • Customers can change plans with no long-term commitment

Cons

  • Charges activation and conversion fees in addition to a monthly fee

What Customers Are Saying

Customers find Agency Matrix to be quite user-friendly, and they appreciate its flexibility and responsive customer defend. One agency owner remarked, “ I look for certain traits in the agency management organization my company is going to use. These include dependability, accuracy, cost, flexibility, focal ratio and, most importantly, the ease of use. The Agency Matrix arrangement has met all these requirements. ”

Summary

Agency Matrix

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  • Starting Price

    • $69/month
  • Claims Management
    No
  • Commission Management
    Yes
  • Billing
    Yes
  • Integrations
    Yes
  • Reports
    Yes

Features

  • Deployment: Web-based, cloud, and SaaS
  • Works with life, health, and property insurance
  • Policy management, claims management, commission management, and billing

Agencybloc AgencyBloc for Health & Life Insurance

  • Deployment: Web-based, cloud, and SaaS
  • Integrations, reporting, policy management, and commissions management
  • Unlimited and off-site storage

Visit AgencyBloc for Health & Life Insurance

With AgencyBloc, customers get:

  • Unlimited, off-site data storage with backup every 4 seconds
  • Dedicated partner to assist with onboarding and data migration
  • Proprietary mapping software for accurate commission payments

Customers can create automated workflows to cut out many time-intensive, manual tasks including client communication, lead tracking, and email campaigns. The platform lets users find the exact details they need based on search fields that can be saved for later review.

AgencyBloc customizes plans for each insurance agency, starting at $65 per month. The company offers a free demo and trial upon request. Featuring an industry-specific CRM along with integrate sales and business automation, AgencyBloc for Health & Life Insurance is a SaaS platform designed to help biography and health policy agencies maintain and expand their enterprises. This software is cloud-based, letting belittled or large companies entree and manage their data on prospects, clients, agents, and commissions from anywhere. Its real-time data analyzation functions create custom coverage and vibrant graph and charts to help clients make informed occupation decisions.With AgencyBloc, customers get : Customers can create automated workflows to cut out many time-intensive, manual tasks including client communication, lead track, and electronic mail campaigns. The platform lets users find the exact details they need based on search fields that can be saved for former review.AgencyBloc customizes plans for each policy agency, starting at $ 65 per calendar month. The company offers a spare show and trial upon request .

Pros & Cons

AgencyBloc features Health Insurance Portability and Accountability Act ( HIPAA ) -compliant, bank-grade encoding with two-step verification. The party offers a free test, know technical foul support during business hours with on-line aid available 24/7 and a consecrated onboarding and data migration specialist. As the name implies, the platform is limited to biography and health indemnity applications .

Pros

  • Encrypted security with two-step verification
  • Free trial and 24/7 online support
  • Dedicated onboarding specialist

Cons

  • Limited to health and life insurance

What Customers Are Saying

Clients feel that AgencyBloc has significantly increased their efficiency and profitableness. One customer wrote, “ AgencyBloc is the most functional and advantageous at one of the most economic prices. We now pay over 200 brokers and agents on a monthly footing, cut process meter by 30 %, and our volume has increased 10 times. ”

Summary

AgencyBloc for Health & Life Insurance

Visit AgencyBloc for Health & Life Insurance

  • Starting Price

    • $65/user/month
  • Claims Management
    No
  • Commission Management
    Yes
  • Billing
    No
  • Integrations
    Yes
  • Reports
    Yes

Features

  • Deployment: Web-based, cloud, and SaaS
  • Integrations, reporting, policy management, and commissions management
  • Unlimited and off-site storage

AMS360 AMS360

  • Deployment: Web-based, cloud, and SaaS
  • Integrations, reports, commission management, and billing
  • Single sign-on (SSO)

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AMS360 comes with capabilities, such as:

  • Certificate distribution and management
  • Document management
  • Renewal management
  • Single sign-on (SSO) for multiple products
  • Mobile access
  • Finance and accounting
  • Declaration page view

Vertafore Messenger lets agents text with customers and capture the conversations in the management system. Credential Manager lets staff access carrier information in one interface, eliminating the need to log in to each carrier’s site. Proposal templates automatically format and generate consistent proposals with the latest information.

Vertafore’s solution consultants meet with clients for an Interactive Discovery and Return On Investment Analysis to pinpoint needs and opportunities. Help resources include the built-in support MyVertfore, and a tutorial video series on the Vertafore website. Software supplier Vertafore makes AMS360, an policy representation software designed to be an representation ’ second engineering hub that integrates with other Vertafore and partner applications. rather of attempting to make all the functions available to every node at once, the platform customizes its offerings according to changing business needs for analytics, ratings, and subject management.AMS360 comes with capabilities, such as : Vertafore Messenger lets agents text with customers and capture the conversations in the management system. certificate Manager lets staff entree carrier information in one interface, eliminating the need to log in to each carrier ’ s locate. Proposal templates mechanically format and generate reproducible proposals with the latest information.Vertafore ’ s solution consultants meet with clients for an synergistic discovery and Return On Investment analysis to pinpoint needs and opportunities. Help resources include the built-in digest MyVertfore, and a tutorial video series on the Vertafore web site .

Pros & Cons

AMS360 comes with earphone, e-mail, and online chat patronize american samoa well as its on-line MyVertafore cognition floor. The platform converts data well from XLS to AL3, allowing policy companies to import direct-bill commissions into their systems .

Pros

  • Phone, email, and online chat support
  • XLS-to-AL3 conversion utility
  • Mobile access

Cons

  • No free trial

What Customers Are Saying

Customers love the chasteness of this software, as one commented : “ I love the rest of AMS360. Love that we can document everything in activities and classify to search for items if needed. Love that we can create ACORD forms within the agency management organization. Easy to run reports, etc. I would not want to work with another product. ”

Summary

AMS360

Visit AMS360

  • Starting Price

    • Contact for quote
  • Claims Management
    No
  • Commission Management
    No
  • Billing
    No
  • Integrations
    Yes
  • Reports
    Yes

Features

  • Deployment: Web-based, cloud, and SaaS
  • Integrations, reports, commission management, and billing
  • Single sign-on (SSO)

Applied-Epic Applied Epic

  • Deployment: Windows install, web-based, cloud, and SaaS
  • Integrations, claims management, and commission management
  • Omnichannel customer support capabilities

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  • SSO
  • Individual or mass text messaging
  • Integration with Microsoft Outlook
  • Data prefill
  • e-Signature multidocument submission
  • Renewal management

Applied Epic offers a free demo, live support during business hours, and 24/7 online help. The Windows-compatible software can be installed or kept in the cloud. It can also integrate with a company’s mobile apps and customer portal for customers and staff to access. Applied Epic ’ randomness software enables on-line insurers and agencies to automate operations and connect immediately with each early and the insured with cloud-based mobility and analytics. Its single-application chopine lets customers manage all occupation lines across all levels and locations. Customers can manage property and casualty ( P & C ) and benefits concurrently, so staff doesn ’ deoxythymidine monophosphate indigence to train for and manage two separate systems. other features include : Applied Epic offers a rid show, survive support during business hours, and 24/7 on-line aid. The Windows-compatible software can be installed or kept in the cloud. It can besides integrate with a caller ’ south mobile apps and customer portal for customers and staff to access .

Pros & Cons

Applied Epic integrates seamlessly with third-party applications and other data systems. Its customer experience team is the entirely one in the industry that provides around-the-clock, customize support, including on-site train and on-line educational resources. however, price is only available by quote, it is not available for Mac users, and there is no mobile app available .

Pros

  • Integration with third-party applications
  • Live 24/7 support and on-site training

Cons

  • No upfront pricing
  • Doesn’t offer a version for Mac users
  • No app available; users can only access site through mobile browsers

What Customers Are Saying

Customers appreciate Applied Epic ’ s user-friendliness, skilled, courteous customer serve, and commitment to improvement. One node remarked, “ Epic ’ s ease of practice is one of the best things. Everything you need to do is good there ! It ’ sulfur easy to follow. They are great if you need help. ” Another commented, “ I like that Applied Systems is very outdoors to feedback from their users. ”

Summary

Applied Epic

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  • Starting Price

    • Contact for quote
  • Claims Management
    Yes
  • Commission Management
    Yes
  • Billing
    No
  • Integrations
    Yes
  • Reports
    No

Features

  • Deployment: Windows install, web-based, cloud, and SaaS
  • Integrations, claims management, and commission management
  • Omnichannel customer support capabilities

Britecore BriteCore

  • Deployment: Web-based, cloud, and mobile
  • Integrations, reports, policy management, claims management, commission management, and billing
  • Personal, commercial, and specialty lines of business

Visit BriteCore

BriteCore ‘s agent portal enables insurers ‘ agents to conduct business faster and easier. The portal site provides agents with web-based access to insured policy, bill, and claims information and documents. Streamlined quoting results in flying quotes for your agents, better information for your underwriters, and shorter cover cycles.

Increased information approachability results in open communication and collaboration. When an agent has a doubt, they can engage your company staff in real-time using BriteCore ‘s Live Chat consolidation. Features allow agentive role access to sales ( quotes and policy issue ), policy management, billing management, claims foremost notification of loss ( FNOL ), agent communication with the adjuster, document upload and view, claims condition inquiry across the agent ‘s book of occupation, agent perpetration management and coverage, and analytics and agent dashboard .

Pros & Cons

As a cloud-based platform, BriteCore is expandable and resilient with business disruptions. It lets you interact immediately with its support team and insurance diligence peers in its Community Forum. however, users can expect to pay extra costs for portals, integrations, and reporting features that come with many other platforms. This software is limited to place and fatal accident indemnity .

Pros

  • Scalable and resilient
  • Community forum

Cons

  • Additional costs for portals, integrations, and reporting
  • Limited to property and casualty insurance

What Customers Are Saying

Customers find this software easy to set and implement, and they appreciate the dedicate customer support. One node remarked, “ It is user-friendly, and it is easy for fresh agents to use. Because of BriteCore we are able to be more attractive to independent agents. Can ’ deoxythymidine monophosphate ask for a better team of people to work with. ”

Summary

BriteCore

Visit BriteCore

  • Starting Price

    • Contact for quote
  • Claims Management
    Yes
  • Commission Management
    Yes
  • Billing
    Yes
  • Integrations
    Yes
  • Reports
    Yes

Features

  • Deployment: Web-based, cloud, and mobile
  • Integrations, reports, policy management, claims management, commission management, and billing
  • Personal, commercial, and specialty lines of business

EZLynx EZLynx Agency Management

  • Deployment: Web-based, cloud, SaaS, and mobile
  • Stand-alone products or bundles
  • Integrations, reports, policy management, claims management, commission management, and billing

Visit EZLynx Agency Management

EZLynx’s core products include:

  • Rating engine
  • Management system
  • Consumer quoting
  • Agency websites
  • Client center
  • Communication center

Customers have access to a variety of productivity enhancements, including Agency Pulse, a monthly analytics report that’s generated automatically to help managers make better informed decisions. The Policy Compare feature lets agents compare policy versions quickly. EZLynx’s management system includes the option for downloads to work with entered information manually, avoiding incorrect overwriting. EZLynx Agency Management offers an array of cloud-based software tools to help insurance agencies streamline customer interactions and increase efficiency. These products function alone or integrate with EZLynx ’ s comparative rater and agency management organization. Agency Suites, the company ’ s web-based work flow management solution, is a single platform that connects agents and customers from function, family, or mobile devices.EZLynx ’ s core products include : Customers have entree to a kind of productivity enhancements, including Agency Pulse, a monthly analytics report that ’ s generated mechanically to help managers make better informed decisions. The Policy Compare feature of speech lets agents compare policy versions quickly. EZLynx ’ s management system includes the choice for downloads to work with insert information manually, avoiding faulty overwrite .

Pros & Cons

EZLynx lets customers set agency and personal preferences and create their own templates. In addition to its suite of representation management options, the company offers Virtual Office, a one-stop-shop for plug policy agency IT digest. EZLynx besides has three customizable tiers of service along with a host of optional productivity tools. however, this software doesn ’ t work with biography, health or property indemnity .

Pros

  • Customers can set agency and personal preferences
  • Virtual office for IT support
  • Three levels of service with optional tools

Cons

  • Doesn’t accommodate life, health or property insurance

What Customers Are Saying

Customers are impress with the facilitate of transferring data and responsive customer military service. One stated, “ For the foremost clock in 22 years, we have a arrangement and work flow … we can now cross-sell, round our accounts, and improve our memory and tax income of the representation ! ” Another remarked, “ You not merely get a great evaluation system … you can besides get a full accompaniment team for your web site bearing. ”

Summary

EZLynx Agency Management

Visit EZLynx Agency Management

  • Starting Price

    • Contact for quote
  • Claims Management
    Yes
  • Commission Management
    Yes
  • Billing
    Yes
  • Integrations
    Yes
  • Reports
    Yes

Features

  • Deployment: Web-based, cloud, SaaS, and mobile
  • Stand-alone products or bundles
  • Integrations, reports, policy management, claims management, commission management, and billing

HawkSoft HawkSoft

  • Deployment: Mac install, Windows install, cloud, SaaS, and mobile
  • Life, health, and property insurance
  • Reports, policy management, claims management, commission management, and billing

Visit HawkSoft

HawkSoft customers also get:

  • Accounting and invoicing
  • Policy management workflows
  • ACORD forms
  • Batch email marketing
  • Virtual PDF writer

The software comes with built-in cross-sell and upsell reports that pinpoint additional opportunities to grow business. Retention alerts empower staff to service clients proactively. The HawkLink browser integrates policyholder data from HawkSoft into multiple carriers’ websites. This contract-free platform also provides copies of customer data at any time at no cost. HawkSoft ’ south software chiefly is optimized for personal and commercial lines work flow management, making it easier to train staff and run operations. It features a concierge-like utility program that builds daily staff agendas. Agency Intelligence lets agents access any policyholder data in four or fewer clicks. This platform can be installed in-office or implement on-line, and it provides a wax mobile feel on Android, iPhone, or iPad.HawkSoft customers besides get : The software comes with built-in cross-sell and upsell reports that pinpoint extra opportunities to grow occupation. Retention alerts empower staff to serve clients proactively. The HawkLink browser integrates policyholder data from HawkSoft into multiple carriers ’ websites. This contract-free platform besides provides copies of customer data at any clock at no cost .

Pros & Cons

HawkSoft provides live, immediate support with each earphone call answered in under two minutes on average. regional HawkSoft User Groups ( HUG ) meetings give agencies ongoing train on the software and general business concepts .

Pros

  • No contracts
  • Live, round-the-clock support
  • Ongoing training

Cons

  • Pricing isn’t listed online
  • No free trial

What Customers Are Saying

Customers rave about the intuitiveness of HawkSoft ’ randomness platform, as one comment, “ The Monday morning we came to work after the datum conversion, my entire agency was working in HawkSoft without any training. ” Another commented, “ Their documentation is knowledgeable and quick. They work well even with our outside technical school subscribe company. We are able to efficiently maintain our database, and our employees can easily navigate the system making them more productive. ”

Summary

HawkSoft

Visit HawkSoft

  • Starting Price

    • Contact for quote
  • Claims Management
    Yes
  • Commission Management
    Yes
  • Billing
    No
  • Integrations
    No
  • Reports
    No

Features

  • Deployment: Mac install, Windows install, cloud, SaaS, and mobile
  • Life, health, and property insurance
  • Reports, policy management, claims management, commission management, and billing

Insly Insly

  • Deployment: Web-based, cloud, and SaaS
  • Integrations, reports, policy management, claims management, commission management, and billing
  • DIY setup or with customer support

Visit Insly

London-based Insly is a cloud-based agency management software company offering a full-featured policy government and work flow automation product. It gives real-time business and performance insights in one snap. The platform sets up wholly in less than a day, allowing agents to add clients within minutes. Insly accommodates all types of policy products and lets customers create their own custom products ampere well.

Insly lets agencies empower brokers with their own dispatch policy and customer administration with automated cover controls. Customers can fill in their information once and then access new or earlier quotes and policies immediately. The platform integrates with PayPal and a wide range of credit card processors.

Access to the bouncy system is based on a secured HTTP connection and a password with three military capability levels. Data storage is unlimited and included in the monthly plan fee. Agencies can spouse with customer coaches to configure accounts or DIY with apparatus guides. Customers can reach out for be technical aid during clientele hours and find on-line help at any time .

Pros & Cons

Insly enables flexible coverage that converts every field into a measurable parameter. The company doesn ’ t commission any apparatus costs. Although it doesn ’ t come with a mobile app, this web-based software is responsive with any internet browser. Time zone differences may present a challenge for agencies seeking live support .

Pros

  • Flexible reporting
  • No setup costs
  • Responsive with any web browser

Cons

  • Time zone differences may affect availability of live customer support

What Customers Are Saying

Customers like this software ’ south simplicity and extensive technical support. One node commented, “ Insly has been helping us to distribute our products through broke channels in respective countries. cooperation with them is very simple and professional. Highly skilled professional development team solved all our arrangement development needs cursorily. System was lightweight but flexible to suit different channels and specific needs. ”

Summary

Insly

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  • Starting Price

    • $59/user/month
  • Claims Management
    Yes
  • Commission Management
    Yes
  • Billing
    No
  • Integrations
    Yes
  • Reports
    Yes

Features

  • Deployment: Web-based, cloud, and SaaS
  • Integrations, reports, policy management, claims management, commission management, and billing
  • DIY setup or with customer support

Insurance-Suite indemnity Suite

  • Deployment: Web-based, cloud, and SaaS
  • Integrations, reports, property insurance, policy management, claims management, commission management, and billing
  • Modules available individually or in bundles

Visit Insurance Suite

InsuranceSuite is Guidewire ’ s P & C platform that engages and empowers insurance agency partners and policyholders through digital, omnichannel experiences. Its core system includes a PolicyCenter, BillingCenter, and ClaimCenter combined into a user-friendly platform. Along with complemental modules, InsuranceSuite helps agencies manage the stallion indemnity lifecycle with the deep, broad functionality they need to adapt and thrive.

InsuranceSuite focuses on the end user ’ s position to help create a streamlined, omnichannel experience, compared to isolated activities. It supports agencies with advanced, embedded analytics such as geolocation risk appraisal. The Service Tiers function lets brokers offer differentiate service tailored to varied customer segments.

InsuranceSuite can be deployed on-premise or in the swarm. Customers have the flexibility to implement and upgrade the products as stand-alones or in incorporate bundles, all at once or one or more at a time .

Pros & Cons

InsuranceSuite sends a small serve team of skilled specialists to work closely with clients, and 24/7 support helps with ongoing needs after launch. This software is chiefly designed for property and casualty. Any other line would require major customization .

Pros

  • 24/7 skilled support

Cons

  • Doesn’t accommodate life and health insurance

What Customers Are Saying

Customers enjoy the customizable one-stop-shop functionality of this software. Claims adjusters appreciate how easy it is to keep track of tasks needed to complete claims. One customer besides noted, “ Each of the components are well defined and address a huge telescope, which truly helps when we wanted to incorporate some strategic simulation. ”

Summary

insurance Suite

Visit Insurance Suite

  • Starting Price

    • Contact for quote
  • Claims Management
    Yes
  • Commission Management
    Yes
  • Billing
    Yes
  • Integrations
    Yes
  • Reports
    Yes

Features

  • Deployment: Web-based, cloud, and SaaS
  • Integrations, reports, property insurance, policy management, claims management, commission management, and billing
  • Modules available individually or in bundles

Jenesis Jenesis

  • Deployment: Windows install, Mac install, SaaS, and mobile
  • Reports, integrations, policy management, claims management, commission management, and billing
  • Web-based or hosted options

Visit Jenesis

  • Prefilled ACORD forms
  • Carrier downloads
  • Automated notes
  • Images and scanning
  • Comparative rater integration
  • Receipts and payments
  • Drip marketing campaigns
  • e-Signature integration
  • Import customers/prospects
  • Data backup

Jenesis’s software integrates with SimplyEasier Payments, Sprucebooks, and Formstack. JenesisClassic also integrates QuickBooks, InstaCheck, Quote Control, Gmail and Outlook Email, real-time carrier logins, and more. Its Tabs feature lets agents maneuver from the dashboard into a customer profile and policy without having to click away from the original dashboard window.

A free demo and trial are available upon request. Jenesis Software equips indemnity agents to strengthen relationships with existing clients and connect with potential ones while increasing efficiency within the representation. This software provider offers simple even sophisticate tools through its web-based platform, JenesisNow, and a host option, JenesisClassic. Both chopine feature : Jenesis ’ mho software integrates with SimplyEasier Payments, Sprucebooks, and Formstack. JenesisClassic besides integrates QuickBooks, InstaCheck, Quote Control, Gmail and Outlook Email, real-time carrier wave logins, and more. Its Tabs feature lets agents maneuver from the splashboard into a customer profile and policy without having to click away from the original splashboard window.A free show and trial are available upon request .

Pros & Cons

Pros

  • No contract required

Cons

  • Pricing isn’t listed online

What Customers Are Saying

Customers appreciate the software ’ s thorough tracking functions, as one wrote, “ Having the ability to track what information is being added … ampere well as the use of actual timestamps is a great positive in our field. ” Clients are besides impressed with the company ’ second customer service, with one saying, “ [ The Jenesis congressman ] made everything easily to understand and helped us customize our splashboard the way we like it. ”

Summary

Jenesis

Visit Jenesis

  • Starting Price

    • $100/month
  • Claims Management
    Yes
  • Commission Management
    Yes
  • Billing
    Yes
  • Integrations
    Yes
  • Reports
    Yes

Features

  • Deployment: Windows install, Mac install, SaaS, and mobile
  • Reports, integrations, policy management, claims management, commission management, and billing
  • Web-based or hosted options

Macaw-Agency-Management-System---nest Macaw Agency Management System

  • Deployment: Web-based, cloud, and mobile
  • Can be installed on Windows devices
  • Policy management, claims management, and billing

Visit Macaw Agency Management System

Features include:

  • CRM
  • Policy and claims management
  • Built-in document and workflow management
  • Adaptors for e-signature
  • Billing and payments
  • Rating
  • Automated email marketing
  • Telephony providers

Macaw AMS lets policyholders access their portal to view policies and pay premiums from any device at any time. An integrated payment gateway further automates accounting as entries are auto-generated. Carriers and producers can also self-serve with their own portals.

While Macaw AMS is web-based, it can be installed in a Windows environment. It comes with live online training and 24/7 live support. Macaw Agency Management System ( AMS ) is a customer-centric platform that supports policy representation processes in a cloud-based environment. Macaw AMS effortlessly reconciles policy and fiscal data and highlights opportunities with robust analytics and report. Agents can prospect and cross-sell electronically for multiple lines of policy, tooFeatures include : Macaw AMS lets policyholders access their portal vein to view policies and pay premiums from any device at any clock. An integrated payment gateway further automates accounting as entries are auto-generated. Carriers and producers can besides self-serve with their own portals.While Macaw AMS is web-based, it can be installed in a Windows environment. It comes with live on-line train and 24/7 live corroborate .

Pros & Cons

Macaw AMS is built upon open-source technologies, allowing for lower digital transaction costs that make this intersection more economic than many of its counterparts .

Pros

  • Lower cost than competition

Cons

  • No free trial

What Customers Are Saying

Customers enjoy a “ user-friendly experience and authentic yields ” with Macaw ’ south software. One summarized what they like best : “ Macaw allows both inner and external users to be able to service accounts performing any function required on a policy. Being able to manage customers ampere well as offer products from the same system was one of the drive factors in using the arrangement. ”

Summary

Macaw Agency Management System

Visit Macaw Agency Management System

  • Starting Price

    • $35/month
  • Claims Management
    No
  • Commission Management
    No
  • Billing
    Yes
  • Integrations
    No
  • Reports
    Yes

Features

  • Deployment: Web-based, cloud, and mobile
  • Can be installed on Windows devices
  • Policy management, claims management, and billing

Newton-by-Agency-Systems Newton by Agency Systems

  • Deployment: Windows install, Mac install, web-based, cloud, and SaaS
  • Integrations, reports, policy management, claims management, commission management, and billing
  • Commercial and personal lines

Visit Newton by Agency Systems

Newton offers these features:

  • Editable ACORD forms
  • Mix and match personal and commercial policies
  • Renewals management
  • Integrated accounting
  • On-demand financial reporting
  • Management dashboards for production and client load balancing
  • Third-party integrations

Newton offers a digital bundle that includes an agency website, email marketing, and web portal for your customers and office. The software lets you download with more than 1,000 carriers using IVANS Real-Time carrier connection. Agency Systems provides unlimited assistance, such as Wiki help documentation, in addition to phone, email, and remote support during business hours. indemnity representation management software Newton by Agency Systems is an interactional, all-in-one solution for the modern insurance means of any size. This cloud-based platform utilize AWS, which offers complete distant flexibility and real-time security against software threats. You have accomplished master regarding how your system functions with the options of local installation, local anesthetic or virtual waiter, dedicated personal computer or Mac virtual servers, or on-line cloud hosting.Newton offers these features : Newton offers a digital package that includes an means web site, e-mail market, and vane portal site for your customers and office. The software lets you download with more than 1,000 carriers using IVANS Real-Time carrier wave connection. Agency Systems provides unlimited aid, such as Wiki aid documentation, in summation to phone, electronic mail, and remote support during business hours .

Pros & Cons

Newton comes with inexhaustible coach and defend without extra fees. Upgrades are included in the monthly fee as well. however, Newton ’ sulfur price is on the higher end of the companies listed here .

Pros

  • Unlimited training and support
  • Upgrades included in monthly fee

Cons

  • No free trial

What Customers Are Saying

Customers praise this company ’ south customizable, cloud-based chopine that ’ randomness easy to navigate. One commented, “ I use this joyride in my mercenary projects, it helps me visualize everything in real-time, and simplifies the summons of design, works capital for every couturier, being a novitiate or identical experienced. ” Another wrote, “ I like that it can be streamlined for external partners outside of my constitution to use. ”

Summary

Newton by Agency Systems

Visit Newton by Agency Systems

  • Starting Price

    • $185/month
  • Claims Management
    Yes
  • Commission Management
    Yes
  • Billing
    No
  • Integrations
    Yes
  • Reports
    No

Features

  • Deployment: Windows install, Mac install, web-based, cloud, and SaaS
  • Integrations, reports, policy management, claims management, commission management, and billing
  • Commercial and personal lines

NextAgency NextAgency for Health & Life Insurance

  • Deployment: Web-based, cloud, and SaaS
  • Integrations, reports, and commission management
  • Unlimited data storage and complete control over data

Visit NextAgency for Health & Life Insurance

  • NextMail email integration with Outlook and most other email accounts
  • NextText texting to clients and prospects
  • Policy and benefits tracking and templates
  • Quote, proposal, and enrollment tracking

For an added cost, NextAgency works together with the Ease Enrollment Platform to combine robust CRM, commission, and marketing tools with client benefit data. NextConcierge, another optional feature, helps expedite your digitalization or transition from another agency management system. This platform offers an API and other integration tools that let you work with other apps and programs.

NextAgency gives you the option of a month-to-month license or a prepaid annual license with two months free. NextAgency for Health & Life Insurance is a SaaS that helps insurance agencies foster productivity and growth through digitalization and work flow automation. This platform keeps you in control of your information with outright data memory and the ability to generate shareable links to documents. NextAgency ’ s effect package features : For an add cost, NextAgency works in concert with the Ease Enrollment Platform to combine full-bodied CRM, commission, and marketing tools with node benefit data. NextConcierge, another optional feature, helps expedite your digitalization or passage from another agency management system. This platform offers an API and early consolidation tools that let you work with early apps and programs.NextAgency gives you the option of a month-to-month license or a prepay annual license with two months unblock .

Pros & Cons

NextAgency software comes with no compress requirement, although the annual license can save you money. NAHU members can receive a 20 % discount. however, your representation must purchase a license for each exploiter. The party besides charges excess license and addition fees for the commission tool, angstrom well as integrations, e-mail and texting. Texts and electronic mail station through NextBroker aren ’ triiodothyronine encrypted, so they aren ’ triiodothyronine HIPAA-compliant .

Pros

  • No contract required
  • Generates shareable links
  • NAHU discount

Cons

  • Extra costs for additional users, commissions tools, integrations, email, and texting
  • NextBroker communications not HIPAA-compliant

What Customers Are Saying

Benefits-centric agencies love the ability to manage all cases, monitor tasks in one localization, and customize features. One customer commented, “ Frequent updates to features and functionality. The company is excellent at taking customer feedback and implementing it. ” Another stated, “ NextAgency is identical drug user friendly and ultimately does what we need. Their developers were very flexible with customizing certain features to fit our particular needs. ”

Summary

NextAgency for Health & Life Insurance

Visit NextAgency for Health & Life Insurance

  • Starting Price

    • $90/month
  • Claims Management
    No
  • Commission Management
    Yes
  • Billing
    No
  • Integrations
    Yes
  • Reports
    Yes

Features

  • Deployment: Web-based, cloud, and SaaS
  • Integrations, reports, and commission management
  • Unlimited data storage and complete control over data

NowCerts NowCerts

  • Deployment: Web-based, cloud, and mobile-friendly
  • Reports, integrations, policy management, claims management, commission management, and billing
  • 2/47 live-rep support

Visit NowCerts

NowCerts offers these and many other features:

  • Task management
  • ACORD forms
  • Plug-in quote application
  • Invoices and receipts
  • Endorsements
  • Loss runs
  • Reports
  • Renewal management
  • Self-serve certificates
  • e-Signatures

This 100% cloud-based platform comes with a dashboard for a bird’s-eye or detailed view of your agency at a click. It streamlines files and document storage, accommodating an unlimited amount of data. The platform is mobile-friendly, giving you and your clients the same rich experience, whether on a desktop or smartphone. NowCerts is an innovative, lightweight means management software accessible from anywhere on any function system. This platform integrates with Google Drive, QuickBooks, Infusionsoft, Formstack Sign, RingCentral, and Zapier. NowCerts ’ developer API lets you create full-featured customs integrations as well. It tracks agent and means commissions, fees, and interest rates on payment plans and allows automated, real-time updates of policy information from more than 300 carriers.NowCerts offers these and many other features : This 100 % cloud-based platform comes with a splashboard for a shuttlecock ’ s-eye or detail view of your agency at a click. It streamlines files and document storehouse, accommodating an outright measure of data. The chopine is mobile-friendly, giving you and your clients the like rich experience, whether on a background or smartphone .

Pros & Cons

With NowCerts, no contract, accredit card, or sign-up tip is required. Customers can see a personalize show and try the overhaul free for 30 days. around-the-clock customer support is included in the monthly tip. however, there ’ s an extra charge for extra users .

Pros

  • No contract, credit card, or sign-up fee
  • Free 30-day trial
  • 24/7 customer support

Cons

  • Extra cost for additional users

What Customers Are Saying

Customers feel comfortable with NowCerts ’ s web-based, intuitive experience and dedicated customer hold. One noted, “ It is easy to figure out. It is browser-based as opposed to needing a download application like many larger systems do. ” Another commented, “ The reps, and everyone else, they all make sure you get what you need when you need it. “

Summary

NowCerts

Visit NowCerts

  • Starting Price

    • $69/month
  • Claims Management
    Yes
  • Commission Management
    Yes
  • Billing
    No
  • Integrations
    Yes
  • Reports
    Yes

Features

  • Deployment: Web-based, cloud, and mobile-friendly
  • Reports, integrations, policy management, claims management, commission management, and billing
  • 2/47 live-rep support

Ozone-Insuria ozone Insuria

  • Deployment: Windows install, web-based, and cloud
  • Reports, policy management, claims management, and billing
  • Personal and commercial business lines

Visit Ozone Insuria

Ozone helps you automate and manage:

  • New policy registration
  • Document management
  • Endorsement
  • Claims
  • Renewals
  • Invoice management
  • Fixed asset and depreciation management
  • Premium and commission report
  • Know your customer (KYC)

Ozone offers training and education to help agents and staff optimize their use of the software and teach their customers to do the same. Marketing and business development tools help increase market reach, and Ozone also provides sales and campaign templates with Partner Branding. Dedicated Account Management teams offer further marketing advice and training, along with pipeline management. ozone Insuria offers modest, metier, and big indemnity brokers a individual software solution for all sales and servicing functions. It handles all kinds of indemnity commercial enterprise lines and products, incorporating daily operations into a comprehensive examination account module. This web-based application lets agents and brokers analyze their business transactions and overall health anywhere and anytime.Ozone helps you automate and cope : ozone offers train and department of education to help agents and staff optimize their use of the software and teach their customers to do the lapp. selling and business development tools help increase marketplace achieve, and Ozone besides provides sales and campaign templates with Partner Branding. Dedicated Account Management team offer foster marketing advice and train, along with pipeline management .

Pros & Cons

ozone Insuria comes with a individual avail license for inexhaustible users and branches. Its detail report enables exports to PDF or MS Excel formats. Customers have unlimited technical support, and Ozone gives train and accreditation. however, some customers report experiencing a delay in downloading sealed reports .

Pros

  • Unlimited users
  • Can export to PDF or Excel
  • Unlimited technical support

Cons

  • No free trial

What Customers Are Saying

ozone Insuria ’ second quick customer subscribe wins many accolades from its customers, along with its array of comprehensive examination modules. One customer noted, “ It is an insurance broke friendly. Modules are self-explanatory and easy to use. Above all this, the default modules cover all the major operations and finance requirements of an indemnity broke. Support team responds promptly and resolves any issues in a very fast manner. ”

Summary

ozone Insuria

Visit Ozone Insuria

  • Starting Price

    • Contact for quote
  • Claims Management
    Yes
  • Commission Management
    Yes
  • Billing
    No
  • Integrations
    No
  • Reports
    No

Features

  • Deployment: Windows install, web-based, and cloud
  • Reports, policy management, claims management, and billing
  • Personal and commercial business lines

Partner-XE Partner XE

  • Deployment: Web-based, cloud, SaaS, and mobile
  • Integrations and reports
  • Commercial and personal lines of business

Visit Partner XE

  • Producers results manager
  • Integrated accounting
  • Proposal creator
  • Outlook email integration
  • Text messaging
  • Sales analytics and dashboards
  • Personalized workflows
  • Agency websites
  • Carrier downloads
  • Marketing automation manager
  • Reporting and business intelligence
  • Document management

Agencies can offer their clients a polished, digital self-service experience with an agency-branded mobile app and client portal. The mobile component delivers immediate information to any tablet or smartphone anytime, anywhere. This cloud-based system keeps you up to date with automated software upgrades and system patches and a scalable infrastructure.

Pricing is determined by several factors, including the number of locations, number of users, and certain functions. A sales team member can provide a specific estimate. Partner XE is a comprehensive examination means management software that includes and combines selling, sales, and fiscal management components with full-bodied analytics and reporting capabilities. It supports personal and commercial lines of occupation, offering both real-time and downloads with hundreds of carriers. This platform ’ second wide capabilities include : Agencies can offer their clients a polish, digital self-service experience with an agency-branded mobile app and customer portal. The mobile part delivers immediate data to any pill or smartphone anytime, anywhere. This cloud-based system keeps you up to date with automatize software upgrades and system patches and a scalable infrastructure.Pricing is determined by several factors, including the number of locations, number of users, and certain functions. A sales team penis can provide a particular appraisal .

Pros & Cons

Partner XE is available on background and mobile devices. It comes with an feel, dedicated confirm team for training your staff and protecting the server or servers where your data lives. however, the software doesn ’ t appear to offer e-signature capabilities .

Pros

  • Mobile-friendly
  • Dedicated support team

Cons

  • Doesn’t accommodate eSignatures

What Customers Are Saying

Agencies that have switched to Partner note the software ’ randomness seamless consolidation with Outlook and constant improvements. One customer commented, “ Partner Platform ’ s ability to provide easier ways to move documentation of all types into client files with fewer clicks is what attracted us. second biggest attraction was the management and the access to decision-makers who wanted to hear our ideas. ”

Summary

Partner XE

Visit Partner XE

  • Starting Price

    • Contact for quote
  • Claims Management
    Yes
  • Commission Management
    No
  • Billing
    No
  • Integrations
    No
  • Reports
    No

Features

  • Deployment: Web-based, cloud, SaaS, and mobile
  • Integrations and reports
  • Commercial and personal lines of business

Sibro Sibro

  • Deployment: Web-based, cloud, self-hosted, and mobile-friendly
  • Unlimited phone and email support
  • Reports, policy management, claims management, and billing

Visit Sibro

Sibro is an policy agency and agent software supporting throughout policy and claims control. It features a bare CRM to let agents perform multiple actions from one place. This software integrates with Google Drive for quotation management and lets you create flexible, editable request for quotes ( RFQs ) from templates.

Sibro lets you track and follow up on claims processing, integrating with claim processors to retrieve and update statuses automatically. The Reconciliation faculty exposes any data entry errors to help confirm that you received the brokerage house correctly. Reports & Compliance keeps your information organized for regulative requirements.

Sibro is responsive for desktop and mobile applications. This platform can be installed in the cloud, or customers can implement the platform on-premise or on their own obscure. Subscriptions include onboarding and education, outright telephone and e-mail defend, biweekly updates, and microbe fixes. It besides offers customize subscription packages for small teams .

Pros & Cons

Sibro offers four payment options : monthly, annually, biannually, or erstwhile. The party doesn ’ deoxythymidine monophosphate charge upfront costs. however, unless self-hosted, the platform limits login to 10 coincident users .

Pros

  • Four payment options
  • No upfront costs

Cons

  • Login limit of 10 concurrent users

What Customers Are Saying

Customers enjoy the easy-to-use, responsive capabilities of this platform, as one note : “ We are extremely happy with the software. The user interface is very elementary and straightforward. We were able to implement it with minimal aim for our employees. ”

Summary

Sibro

Visit Sibro

  • Starting Price

    • $180/month
    • $1800/year
    • Self Hosted: $6675/one-time
  • Claims Management
    Yes
  • Commission Management
    No

  • Billing
    No
  • Integrations
    Yes
  • Reports
    Yes

Features

  • Deployment: Web-based, cloud, self-hosted, and mobile-friendly
  • Unlimited phone and email support
  • Reports, policy management, claims management, and billing
reference : https://alltopus.com
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