Alternatives to Apizeal
Compare Apizeal alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Apizeal in 2025. Compare features, ratings, user reviews, pricing, and more from Apizeal competitors and alternatives in order to make an informed decision for your business.
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1
Verity
VRC Insurance Systems
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.Starting Price: $150/user/month -
2
Jenesis Agency Management
Jenesis Software
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.Starting Price: $60/month/user -
3
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you: • Grow sales with powerful CRM tools to track prospects from lead to sale • Focus your team with shared notes and tasks that sync with your calendar • Improve customer service with our workflows and customer service reports • Keep commitments with follow-up tools like personal to-do lists for your entire team • Access the forms and files where and when you need them with our online agency library • Automatically assign your emails to your prospects and clients. • Get what you've earned with commission tracking tools and reports NextAgency is easy to use and simple to customize. Start a free trial today.Starting Price: $60 per seat per month -
4
AgencyBloc AMS+
AgencyBloc
#1 Recommended Insurance Industry Growth Platform AgencyBloc's Plus Suite of industry-specific solutions helps health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more—effectively removing roadblocks for sustainable growth.Starting Price: $109.00/month -
5
TL LeadManager
TargetLeads
TL LeadManager® is our lead management system designed exclusively for Life and Health Insurance Agents. Managing your Medicare Supplement, Long Term Care, Final Expense and Annuity leads has never been easier. If you don't have or don't love your current lead/contact management system, you need to check out TL LeadManager. This feature rich, easy to use contact management system, CRM, is designed to minimize the time you spend working leads and maximize your selling time. Reduce your paperwork, be more organized than ever before and start selling more policies. Used in conjunction with TargetLeads® we can make your direct mail marketing efforts as seamless as possible. Whether using Turning 65 lists for Medicare Supplement or any other kind of insurance leads, TLLM will allow you to manage, follow-up and run reports on all of your campaigns.Starting Price: $40 per month -
6
AgentCubed
AgentCubed
Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more. -
7
INSXCloud
My1HR
Make INSXCloud your marketplace for on-exchange ACA health plans and off-exchange ancillary coverage such as dental, vision, accident, and short-term medical options. INSXCloud has assisted agents, agencies, and issuers with the quoting and enrollment process for individuals and families choosing Affordable Care Act and ancillary health coverage since the Federal Marketplace opened in 2014. During that time, we have helped agents and issuers enroll over 2 million members in on and off-exchange health, dental, vision, and other ancillary coverage. e-Commerce on your terms: The EDE version of INSXCloud is built to support agent-led and direct-to-consumer enrollments. When you work with us you control the marketing to your clients, not us, so you manage the message. Our site has time-saving features like the upgraded provider lookup that tells you which doctors accept specific plans and a ‘Pay Now’³ feature for many carriers which allows you to set up your clients’ payment. -
8
InsureEdge
Damco Solutions
InsureEdge is an end-to-end Insurance Software designed to help insurance businesses gain maximum value through its comprehensive modules. The highly customizable and configurable solution boasts of the industry’s best insurance processing functionalities. Suitable for multiple lines of insurance businesses, InsureEdge can effectively and efficiently manage and streamline workflows to boost performance, profitability, and accuracy. It supports a variety of everyday operations through back office automation and other modules including customer relationship management, policy administration, claims processing, and more. As a flexible and scalable insurance software, InsureEdge is the key to future proofing your business. -
9
AgentSync
AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems. -
10
CareVoice
CareVoice
We combine our keen eye for affinity product opportunities with unparalleled digital experience & go-to-market execution, helping insurers to reach untapped markets with speed. CareVoiceOS is the first healthcare operating system for insurers, creating an ecosystem that transforms member experience and positively impacts member behavior. We bring to insurers a plug-and-play ecosystem dedicated to creating tailored digital journeys for insurance members. We allow insurers to play an important role in members' lives. We help insurers lower cost, increase member satisfaction, drive up sales growth and renewal rate. We help you create innovative health insurance products tailored for specific untapped market segments, allowing you to reach, educate, and convert customers that you have never reached before. Extensive and rigorous targeted market research and product prototype validation. -
11
i-underwrite
Intelligent Life Technologies Limited
I-underwrite delivers world class auto-underwriting. We offer a comprehensive set of software modules capable of delivering a full, end-to-end insurance sales process online, including needs analysis and quote, e-application, auto-underwriting, digital signature, up-sell or cross sell, offer and acceptance, payment processing, policy issue, reporting and data analytics. Auto-underwriting software The cornerstone of our digital insurance software is our auto-underwriting rules engine. Underwriting rules can be quickly and easily configured to auto-decision life, critical illness, disability, income protection and medical products to meet the specific needs and underwriting philosophy of any insurer. The rules engine is available as a ‘self-contained’ module, which can be integrated into an insurer's hosted environment or provided on a Software - as a Service model. Plug into the i-underwrite U/W engine using any electronic distribution system. -
12
Msg Life
Msg Life
msg life has been setting standards in the market since 1980 with its software and consulting solutions for insurance companies. Many customers all over the world rely on our expertise and professional know-how. With offices across Europe and branches in the USA, we offer standard solutions for rapid roll-out as well as customized services across all insurance sectors. Our industry knowledge is unequaled in the market and will give your company decisive competitive advantages. Our products and solutions are not only deployed successfully in life insurance and retirement planning, but also for non-life, personal liability, and health insurance. msg life creates intelligent ideas and solutions that are key to your success. We are helping our customers overcome the challenges of digitisation sustainably, reliably and with a sense of perspective. Our portfolio extends from customized consultancy and professional services to mature standard software products and all-inclusive solutions. -
13
Excellarate
Excellarate
Harness the power of data and technology to chart a path to the future. Efficient, secure, compliant, and scalable frameworks that cover end-to-end processes and services to support your institution’s performance and impact. Leverage cutting edge digital technologies to redefine customer engagement and improve operational efficiencies. Cutting-edge technology and deep domain expertise that help you get to market faster and accrue value sooner. Our solutions and frameworks are lightweight and user-friendly. They seamlessly fit into your processes, reduce errors with automation and increase performance. Agile DNA. Expertise and experience across cutting-edge technologies that supercharge your digital transformation efforts. Good things happen when a company prioritizes innovation and digital transformation in its business strategy. Cutting-edge technology, business and digital transformation frameworks and deep domain expertise in HealthTech, InsurTech, and FinTech. -
14
InsurancePlus Software Series
United Systems and Software
USSI is proud to present its entire line of professional insurance software solutions designed and developed as an all-encompassing turnkey administration offering. USSI's comprehensive software solutions ensure that your insurance company is operating at the highest level in an ever changing and competitive marketplace. USSI's InsurancePlus Individual Life and Health Administration software solution manages books of business for traditional and non-traditional Life and Health insurance companies. Product lines supported include Whole and Term Life, Interest Sensitive, Final Expense, Annuities, Supplemental Health, etc. USSI's InsurancePlus Group Life and Health Administration software solution manages books of business for Group Health insurance companies, Self-Insured Funds, and TPA's. Supported plan offerings include Point of Service, Major Medical, Term Life, High Deductible, Traditional Indemnity, etc. -
15
FINEOS
FINEOS
The FINEOS Platform provides clients the only complete end-to-end SaaS core product suite that includes FINEOS AdminSuite enabling quote to claim administration as well as add-on products, FINEOS Engage to support digital engagement and FINEOS Insight for analytics and reporting. The foundation of your digital insurance strategy. The FINEOS Platform seamlessly blends FINEOS AdminSuite + FINEOS Engage + FINEOS Insight + Platform Capabilities to create the most modern single core insurance platform for Life, Accident and Health. Legacy core systems utilized a ‘one size fits all’ business technology approach that no longer fits the needs of an agile business. Today, consumers, employers and brokers have access to powerful SaaS computing platforms and software tools that set a much higher bar for an insurer’s digital strategy. Monolithic insurance software models of the past focused solely on details of the insurance contract. -
16
JET Insure
JET Health Solutions
Successful insurance companies use our SaaS platform to deliver a branded shopping experience, automate policy administration and foster collaboration across customers, brokers and healthplan teams. Power your business with our best-in-class platform and bring velocity, agility, efficiency and compliance across your organization. Never miss an opportunity to win a customer by effectively presenting your list of health plans and insurance products. Boost process efficiency, orchestrate work queues to keep business operations running smoothly, and improve client follow-ups. Save time by letting JET Insure keeping track of events so that you could focus on the core business activities. Let us show you how we can optimize your business for current and future healthcare needs – and how our product can help you grow faster. -
17
EbixEnterprise
Ebix
EbixEnterprise is a comprehensive insurance management solution that streamlines policy management throughout its lifecycle. EbixEnterprise contains six components, Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analysis, and consumer web portal. Each of the components is seamlessly integrated with one another, which allows data to flow between each other as dictated by the business need. SmartOffice CRM provides organizations with the ability to maintain agent/broker information, commission rates, manage sales pipeline, state license information. EbixEnterprise's Online Quoting Portal, HealthConnect, is the leading health insurance exchange for buyers and sellers of health insurance and employee benefits. EbixEnterprise Administration is a fully functional policy administration system that provides all of the tools that are necessary to manage policies, define plans, maintain plan rate information, etc. -
18
EvolveNXT
EvolveNXT
Whether you are a health insurance carrier or any other broker commissions-centered business, EvolveNXT’s platform offers the ability to customize a suite of solutions to effectively streamline your sales performance and day-to-day management of complex business processes. We’ve spent more that a decade working with premier insurance carriers and developing a solution to handle the complex needs of highly competitive and regulated carrier markets. Our compliance-based solution will enable you to increase your organization’s sales channel efficiency while achieving sustainable enrollment growth. The most complex and highly regulated commissions are paid to Medicare brokers. Utilize EvolveNXT to manage and automate your Medicare compensation while keeping CMS compliance. Our commission's management software for insurance carriers improves operational efficiency while enabling teams to reach optimal sales performance. -
19
Equisoft/centralize
Equisoft
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Our insurance agency management software powers your business with out of the box business processes built by industry insiders. Policies sold and commission projections are just a few of the key reports that track operations. Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds. -
20
EZLynx
EZLynx
Each EZLynx product integrates with our comparative rater and agency management system to provide a single platform. Bundle products to increase efficiency or purchase them separately. EZLynx provides innovative insurance software that helps streamline your agency’s workflow. You can bundle products to supercharge your agency's productivity or purchase products individually to meet the unique needs of your business. Each product integrates with our comparative rater and agency management system to provide a single platform to manage customers through their full life cycle. From real-time home and auto quoting on your insurance agency website to email marketing, EZLynx has a solution for you. The cloud-based system allows agents to maximize client acquisition and client servicing through the full client life cycle. Find each of your customer's quotes, policies, and documents in one place. -
21
SOLIFE
Vermeg
SOLIFE is a comprehensive policy administration system developed by VERMEG, tailored for life and health insurance companies. It facilitates end-to-end management of new business processes, policies, and claims, encompassing features such as cash and events management, accounting integration, distribution and fees management, reinsurance, tax and legal compliance, dedicated reporting, and claims handling. Designed with over 20 years of industry expertise, SOLIFE offers a client-oriented approach, continuous updates to meet regulatory changes like MiFID and PRIIPs, and a robust platform supporting digital processing through APIs and responsive design. Its high level of automation significantly reduces administrative costs, while a flexible product-design workbench accelerates time-to-market delivery. The system also supports multi-distribution models, catering to diverse business needs. -
22
Veruna
Veruna
Leveraging the Salesforce platform, Veruna is bringing to insurance what 80,000 businesses in other industries have already been using for years. Finally, a system your agency can configure to sell more, be more efficient and serve your customers better. Veruna is the revolutionary insurance management system purpose-built to unchain you from what's held you back for years. Putting the agency first, Veruna allows agencies to configure their software to match their unique business processes by building customer workflows, and automated back-end processes and interacting seamlessly with tools and customer-direct websites and portals. It’s time for forward-thinking independent agents to take up the banner of change, demanding more than the status quo that dominant providers have been serving up for years. With Veruna, agencies can easily configure their systems to prioritize what matters the most to their businesses - helping customers, growing business, finding unique solutions, etc. -
23
Special Agent
Special Agent
Save time and money while increasing your productivity and sales volume with Special Agent, the complete insurance agency management software system. The wide range of powerful and intuitive features in Special Agent will help you better service your customers and increase revenue without emptying your bank account. Contact us to schedule a demo or Chat Now with a live representative and you'll see why agents that switch to Special Agent become raving fans. Special Agent puts your agency - every client, carrier, policy and form, at your fingertips. It works like you work, with all the functions designed for speed, accuracy and efficiency. Special Agent works with your carriers to provide seamless integration, avoid duplicate entry, and put the most current information at your fingertips. -
24
BimaGrow
BimaGrow
BimaGrow is a complete business growth platform designed for insurance advisors. From managing client data, policies, and renewals to tracking commissions and generating business insights, BimaGrow makes everything simple and organized. With powerful features like Lead Management, Policy Management, Renewal Reminders, Commission Tracking, Ledger, Business Reports, and AI-powered tools, advisors can focus more on sales and service rather than paperwork. BimaGrow also offers a lifetime free advisor website, unlimited editing, marketing posters, and vehicle/policy search to make your work smarter. You can even manage family groups, upsell or cross-sell policies, and unlock additional income opportunities through tie-ups. Whether you’re an independent advisor or running an agency, BimaGrow helps you save time, increase efficiency, and grow your insurance business with confidence.Starting Price: ₹2,999/year -
25
OneLink
Intruity
OneLink was created with the agency owner in mind. We were born out of the desire to obtain a more comprehensive and advanced technology base for the insurance industry. OneLink leads the industry as a complete and diversified solution. OneLink gives you complete control of your agency. Easily create hierarchies and manage user access. Keep track of potential clients as well as repeat business. Spot new opportunities to expand your insurance services, all in the same system. Track payments and process commissions with ease. OneLink can handle both manual and automatic processing, and is totally customizable. OneLink generates multiple reports containing production data, policy summaries, call performance and commission tracking. OneLink provides this data almost instantaneously. We recognize the insurance industry requires a unique set of functionality when it comes to lead management. OneLink uses ForcedLead technology to support your agency with up to date contact opportunities. -
26
Aspire
Impowersoft
We are a leading provider of insurance agency management software solutions. Our focus is to provide our clients with groundbreaking applications and innovative services that enhance their businesses and allow them to get the upper hand on their competition. What could this mean for your business? Simply put, higher levels of customer satisfaction, increased profits and lower operating costs. Our product is a comprehensive and cost-effective insurance CRM software / insurance agent software application tailored specifically to meet the demand of the modern insurance agency. Our insurance agency management software, called “Aspire,” is a result of collaboration from experts with backgrounds in both insurance and software development. As a result, our clients get innovative, first-to-market insurance agent software features that no other company has. Our insurance agency management software is packaged to be one of the most cutting-edge and simple solutions for insurance agencies.Starting Price: $129 per month -
27
HealthSherpa
HealthSherpa
HealthSherpa is a certified partner of Healthcare.gov that has created a simpler platform to enroll in Affordable Care Act health insurance plans. We work with consumers, employers, insurance carriers, insurance agents, and nonprofits to enroll as many people as possible in these subsidy-eligible, comprehensive health plans. For insurance carriers, we power their websites so that they can enroll people in Affordable Care Act health plans. For insurance agents, we provide superior enrollment technology, a CRM, and communication tools so that they can enroll more clients in plans that make sense for them, faster–and we have 40,000 agents using our platform. For consumers, we provide decision support tools to help folks choose a plan that makes the most sense for their healthcare needs and budget. HealthSherpa has enrolled more than 5 million consumers in coverage, and we show all the same plans and prices as HealthCare.gov. -
28
Agency Impact
Agency Impact
Meet Agency Impact, a new, reliable and powerful solution, built with simplicity from the ground up by retired insurance agents for insurance agents. Best of all, it was designed to work with your PC, laptop, tablet or smartphone anywhere and anytime. We have launched the most cost-effective web-based insurance agency management program on the market today. Whether your agency is large, small or in between, we pride ourselves on providing the best solution for your insurance management needs, a sophisticated investment at modest pricing. Agency Impact works the way you do. It delivers excellence, plus, superior and unsurpassed flexibility. By utilizing the power of the Internet, Agency Impact allows you to share up-to-the-moment customer information, access crucial files and view your critical data and make the right choices, from your office, on the go, or from the comfort of your home.Starting Price: $49 per month -
29
Eclipse
North American Software Associates
Eclipse offers the robust features independent insurance agencies need, without burdening their budget. It’s the ideal tool for tracking data and hitting sales goals. Make digging for client data and deal with external accounting platforms' problems of the past. With Eclipse, your agency can automate many of its manual processes and give agents more time to connect with current and prospective customers. The Eclipse Agency Management System follows a per-user pricing model. With per-user pricing, there is no mystery behind how much the software will cost. Instead, agencies always have a clear idea of what their investment will be, and they are in control of whether the costs go up or down. When your agency grows and you add more agents, those agents will become new users. If your agency operates or acquires additional locations, Eclipse's Multi-Agency scalability allows your system to grow with your business. -
30
Vertafore AIM
Vertafore
Specialized and hard-to-write risks are the foundation of any MGA, MGU, or wholesale broker’s business. Designed specifically for Managing General Agents and Managing General Underwriters, AIM centralizes your underwriting, accounting, and claims operations for a more efficient and profitable insurance business. AIM brings an intuitive solution to unique processes and transactions, functionality that eliminates duplicate data entry, real-time reporting capabilities, and integrations with industry partners. Spend less time on operations with the ability to clear, quote, bind, and invoice from a single system. Verify that invoicing, taxes, and fees are correct—so you know what commissions to expect. Simplify operations with the ability to create, track, and pay claims while monitoring for fraud. -
31
Swiss Re
Swiss Re
Swiss Re offers a comprehensive suite of reinsurance solutions designed to help insurers optimize risk management and enhance analytics across the entire insurance value chain. Their offerings encompass both property & casualty and life & health reinsurance, providing tailored coverage and innovative tools to meet the evolving needs of the re/insurance industry. By leveraging advanced technology and data-driven insights, Swiss Re enables clients to effectively manage risks, improve operational efficiency, and capitalize on new market opportunities. Dealing directly and working through brokers, its global client base consists of insurance companies, mid-to-large-sized corporations, and public sector clients. From standard products to tailor-made coverage across all lines of business, Swiss Re deploys its capital strength, expertise, and innovation power to enable the risk-taking upon which enterprise and progress in society depend.Starting Price: $158.02 per month -
32
ALFRED Claims Automation
Artivatic.ai
Filing claims are complex and critical processes. More than 60% of people do not file complex due to its complex processes and time taking nature. Artivatic’s dedicated claims platform for each insurance vertical helps insurance businesses to enable digital claims journeys, self-claims processing, automated assessment, risk & fraud intelligence and claims payout. ONE PLATFORM FOR ALL YOUR CLAIMS NEEDS. End to End Claims Automation and Assessment Platform AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL CLAIMS – DEATH CLAIMS – FIRE CLAIMS – SME CLAIMS – BUSINESS CLAIMS – COMMERCIAL CLAIMSStarting Price: $10/claims/month -
33
FurtherAI
FurtherAI
FurtherAI is a domain-specific AI workspace designed for commercial insurance operations, automating repetitive tasks across submission intake, underwriting audits, policy comparisons, and claims workflows. It offers an AI Assistant that can read, write, compare, classify, summarize, and reason about insurance documents and data, integrated into modular workflows that mirror insurance processes. The platform is fine-tuned for policy language, underwriting rules, and regulatory norms and supports seamless integration with over 100 enterprise systems. Its architecture is modular and adaptable, whether orchestration of submissions, audits, or policy management, and it combines multiple large language models to maximize task accuracy. FurtherAI also features a human-AI interface to allow collaboration and oversight, ensuring higher precision in sensitive operations. -
34
AUSIS
Artivatic.ai
AUSIS – Full-stack Behavioral Underwriting AUSIS enables insurance businesses to provide in-depth underwriting, scoring & decisions in real-time. AUSIS provides reduction in cost, time, risk & fraud with enhancing efficiency, decision power, alternative scoring and more. AUSIS helps increasing STP from NSTP and also enables non-invasive methods of health data aggregation from AQI, Location, Mortality, Social, Photo, Video, Health Devices, Weather, Sanitation and more. AUSIS reduces up to 40% reduction in per policy issuance.Starting Price: $10/month/user -
35
LTS Pro
Business Assistant
This agent and agency management, marketing and tracking software system is designed to assist independent agents and agencies in tracking and running their agency more efficiently using best practices. The software is set up in an administration-mode. After the administrator signs in they go through the setup process by adding agents, carriers’ information, lead sources, and the drip campaign letters. They can also input group and individual commissions, create and upload custom letters, and set up all the group and individual client accounts for each agent. The software is designed to allow queries by carrier, by lead source, by type of lead, by agent. The administrator can run reports that display closing ratios such as sales vs. dead-leads, sales vs. callbacks. -
36
TIS
Comtec Global
An integrated general insurance software designed for insurance companies processing all personal and commercial lines of business. All TIS modules draw their information from a single instance database and business rules repository. The application supports the entire spectrum of core insurance-related functions including client administration, underwriting, policy and endorsement generation, claims management, co-insurance/reinsurance handling, billing and collection of payments, cash receipts and disbursements, agency and commission management, production processing and management reports - all combined within a multi-company, multi-currency and multi-lingual system. Reinsurance accounting and automated underwriting systems. Insurance Products Generator and rating tool. Policy Administration. Billing and Collection. Claims management software. Agent commission management. -
37
GreenWave
GreenWave
The only enterprise-grade commission's management system dedicated to the Insurance industry. With over 30 years of experience in technology and insurance, he has made it his personal mission and his company’s mission to liberate, inspire and encourage his clients’ growth through the application of innovative technology and exceptional service. We have spent the last 18 years studying commission processes working directly with CEOs, COOs, and commission teams of insurance agencies, BGAs and IMOs. During these years, we noticed that growth-focused agencies, like your own, always get caught in one of the traps surrounding the commission process. Any of these traps will cause a bottleneck, slow down and restrict your growth, and make you miss out on profitable opportunities. In 2000, he started a company called SPI Software Solutions (later renamed to GreenWave) providing software and consulting to banking, financial, insurance, manufacturing, and law enforcement organizations.Starting Price: $55 per month -
38
Xanatek
Xanatek
An intuitive system based on the latest technology — bundled with unlimited training and support. Our mission is to ensure you get maximum value from your agency management system. We specialize in solutions for small and medium-sized agencies with a single focus on customer service. Xanatek was founded by Brent Sheppard—a former insurance agent—who realized there was an opportunity for agents to get more value out of their management systems. Brent saw an opportunity to create an easy-to-use management system and bundle it with support and training at a value-based price. His goal: give small and mid-sized agents the systems they need to run and grow their businesses while providing the right support to enable them to fully utilize the technology. Today, the company, which has been in business since 1995, helps independent agents better run their businesses with our advanced, cloud-based agency management system. Using our system, agency staff can access critical client data.Starting Price: $795.00/one-time -
39
EbixASP
Ebix
EbixASP is the first online agency management system built from the ground up to take full advantage of what the internet has to offer. No longer does an agency need to worry about maintaining updates of agency management software or worrying about whether a backup is valid. The only software required is Microsoft Internet Explorer 11.0 and a connection to the internet. Now you have access to your data anywhere, anytime, anyplace. Even your cell phone becomes an extension of your EbixASP system, allowing your agency to keep you informed with important messages while you are out doing what you desire to do – SELL INSURANCE! EBIX, a leading international supplier of On-Demand software and E-commerce services to the insurance industry, Ebix, Inc., (NASDAQ: EBIX) provides end-to-end solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry. -
40
Third Eye
Third Eye Solutions
Our Premium Finance Software goes beyond quoting and billing. Its an enterprise loans management system providing for cash management, receivables tracking, income monitoring, client servicing, compliance and financial reporting. Gain peace of mind with an enterprise-grade solution designed specifically to handle the workflow and scenarios associated with payment plans for healthcare. Custom built for Realtor Commission and Commission Advances; our platform focuses on reducing operations overhead while maintaining superior relationship management with your clients. A single platform connecting service providers, dealers, carrier and clients; offer tailored payment plans; service the contract and stay on top of the business. Third Eye Solutions’ undisputed industry knowledge, state-of-the-art technology platforms, and ability to guarantee rapid speed to market have made us the leader in the industry. Our commitment to our clients is unparalleled! -
41
Mindware Insurance Agency System
Mindware Systems
We provide comprehensive solutions for small and medium companies in improving quality and productivity of work at a very competitive price. MIAS is specially designed for Insurance Agencies and Agents. Powerful, Easy-to-Use, Affordable, Lower maintenance costs, Fast and effective systems implementation and integration. It can handle your daily tasks as well as accounting statements. We can import the data from the program you are currently using to MIAS. Enter quotations, policies, endorsements, renewal notices, payments, commissions and generate outstanding payments & sales reports. Scan all your documents Proposal Forms, Schedules, CI’s, Endorsements, claims and link them to policies so that you don’t have to search hard copies. Templates are specially design input screens for each class of insurance. Find Policies by any given details (eg. Customer telephone, Name, Address, Policy number, endorsement number, etc…). -
42
ePayPolicy
ePayPolicy
The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Easily collect credit card and ACH payments from insureds using your own branded payment page and unique URL. Collect and send funds across the insurance industry and utilize additional features after integrating your management system. Easily collect digital payments from insureds and pass them along to your broker and MGA partners with ease. ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry.Starting Price: $20 per month -
43
InsurIQ
InsurIQ
InsurIQ provides technology services and solutions, exclusively serving the insurance industry with a wide range of specialized resources and state-of-the-art products. Our flagship product is secure, flexible, and scalable for all areas of your business including A&H applications. InsurIQ's ACM allows agents to self-enroll and automate the workflows for those responsible for agent compliance. InsurIQ's DISE is our consumer-facing sales enrollment solution, providing full web and mobile access. Elevate your organization's capabilities through WorkflowIQ's powerful, yet simple automation features. Insurance processes often involve complex decision-making based on a variety of factors. Automating these requires sophisticated algorithms that can handle a wide range of scenarios. The insurance industry is heavily regulated. Any automated system must comply with existing regulations, which can be a moving target as laws and guidelines evolve. -
44
InsuraSphere
IDP
InsuraSphere is a full suite of products and solutions that grows with your business. InsuraSphere is the complete suite of products designed by insurance people, for insurance people. Keep track of essential information across your business, like policies, quotes, claims, agents, and more — all in one place. Streamline your processes by using InsuraSphere’s integrated policy form management system. Give your stakeholders access to the information and workflows they need with agent and insured portals. Grant agents the ability to rate, quote, and issue their own policies based on your company’s business rules and role-based permissions. Customize your company workflows by added third-party integrations. InsuraSphere is designed for the evolving needs of carriers and agents. Whether you’re just starting, moving from a legacy system or want to bring your policy admin into one single product, InsuraSphere is designed to grow with your business. -
45
Partner Platform (Partner XE)
Strategic Insurance Software, LLC
Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner. Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners. -
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Solartis Platform
Solartis
Solartis offers both groundbreaking technology and on-demand administrative services, or a combination of both, to solve your policy administration challenges. Replace cumbersome legacy technology with flexible microservices. Build custom solutions to simplify the process of purchasing and managing insurance. Stop creating workarounds for legacy technology. Adopt agile microservices and dedicate time and effort to innovation. Reduce project risk and expedite development efforts. Select just what you need for your consumer portal, agency system, or full-blown carrier underwriting system. A startup commercial auto insurer needed to issue new business policies while developing their long-term extendable policy administration system. CHIC selected Solartis to provide BPO services to support current business while CHIC and Solartis built out their innovative microservices-based solution. -
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Agency AutomationTEAM
Agency AutomationTEAM
CP Manager was designed based about what agencies have desperately wanted in an agency management system. It took an insurance automation consultant to design this system. Adding a client and policy is incredibly easy, servicing clients is easy. CP Manager is so easy we even did a webinar specifically on how we created such an easy to use system. Two years prior to releasing CP Manager we gave a number of CSRs access to CP Manager, offered no training and then got detailed reports on how we could make CP Manager even easier. You'll learn about the design of CP Manager and the things we did to create a highly productive system so you can create a highly productive agency which means your staff will be able to manage a larger book of business. You and your staff are sending and receiving emails many times through the day. By building emailing into CP Manager and integrating it tightly in the system emailing in CP Manager is far more efficient and a lot less steps! -
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Canary AMS
TechCanary
TechCanary is a premier technology company that offers cutting-edge software solutions for brokerages, insurance agencies, and agents. With TechCanary's core product, the Canary AMS, the company aims to provide an analytics-driven, cloud-based agency management system (AMS) that maximizes agent productivity and improves customer service. Built 100% natively in Salesforce, this number one insurance solution helps brokerages and agencies successfully manage their policies and meet all their sales and service needs.Starting Price: $100.00/month/user -
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eVo
Evolution Agency Management
Evolution is designed by agents, for agents, and is available at a much lower cost. No matter which products your customers need, you need a revolutionary agency management system that can help you run your entire business. You’ll get a powerful client app with quoting, claims and payment options, so your clients can access their policies whenever and wherever they want to. eVo is a comprehensive and affordable agency management system offering many innovative features. If you’re ready to step up your management with eVo, or would like more information, contact us. You continue to remain our top priority in these unprecedented circumstances, and we are here to answer any of your questions. Please do not hesitate to contact us with any concerns you may have. Secured hierarchical Structure. DocuSign Integration. Microsoft Outlook Integration. Client-facing Mobile App. In-Platform Texting Capability.Starting Price: $200 per month -
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Agency Matrix
Zywave
The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface, and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard. Agency Matrix reduces the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production. Save time and money with automated reporting and telephone integrations that automatically launches a client’s account based on the incoming phone number.