Alternatives to Broksy
Compare Broksy alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Broksy in 2026. Compare features, ratings, user reviews, pricing, and more from Broksy competitors and alternatives in order to make an informed decision for your business.
-
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
COREFIN Insurance Software
Corefin
COREFIN Insurance & Broker is a vertically customized management solution based on Microsoft Dynamics 365, which enables insurers and insurance brokers to manage their whole business and gain a 360-degree view of the customer. COREFIN combines the flexibility and the scalability of the platform in a user-friendly and intuitive way to help companies in the insurance sector systemize their business and analyze performance! Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures - all in real-time! All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze within CoreFin Insurance Core System. -
4
InsurAMS
InsurAMS
InsurAMS is agency management software for independent insurance agencies, streamlining daily operations. The renewal queue prioritizes policy renewals by urgency, helping prevent missed deadlines. Agents can quickly generate certificates of insurance by auto-filling stored policy data, eliminating manual entry. The platform centralizes client management, providing access to records, policy details, and interaction history. An activity log tracks calls, emails, and notes, while task management links tasks to specific clients and policies. Metrics like total premium and breakdowns by coverage type and carrier offer insights into the book of business. InsurAMS supports CSV import for migrating client and policy data and allows data export to ensure agency ownership. With minimal setup, agencies can start using the system immediately without extensive onboarding.Starting Price: $99/month -
5
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. -
6
BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
7
GloveBox
GloveBox
The agency branded self-service platform connected to all insurance carriers. A premier technology for the IA channel. GloveBox is a centralized mobile and web application allowing insurance policy holders to access their policy documents, pay a bill, initiate a claim and so much more regardless of which carrier their policies are written with. The goal of GloveBox is to enhance the customer experience for the insurance client while reducing service costs and increasing overhead for both agencies and carriers. A seamless all-in-one platform connecting clients to your agency and their carrier(s). Choose from a full list of insurance companies to organize personal lines policies inside your GloveBox. Once your carrier is selected, it is added to your homepage and you may proceed to register for an account and/or login. GloveBox includes robust automation for client distribution and a seamless in-app experience.Starting Price: $150/month -
8
PolicyFlow
PolicyFlow
Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.Starting Price: $70 per user per month -
9
LIDP Titanium
LIDP
Titanium is a next generation, comprehensive, client - oriented, new business policy admin system driving digital change, built for ease of implementation, all while minimizing risk. Offering life insurance carriers access to 1000's of configurable products out of the box. Launch individual, group, fixed, variable, traditional and non-traditional life, health, and annuity products in weeks. Titanium is a true end-to-end platform with over 42 years of success. LIDP has a 100% success rate in implementation and conversion projects. The company is privately held allowing for the focus to be strictly on the customer and building the best solutions for their needs while taking advantage of the most modern technology available. Thus futureproofing carriers core solution for years to come. -
10
Benelinx
Benelinx
Benelinx is a cloud-based agency management platform designed specifically for employee benefits insurance brokers to manage sales, client relationships, and policy operations in a unified digital system. Built on the Salesforce platform, it combines CRM capabilities, workflow automation, and insurance-specific data management into a single environment that supports the entire lifecycle of employee benefits services—from prospecting and quoting to policy management and renewal. It replaces fragmented tools and manual processes with integrated workflows that streamline agency operations, eliminate duplicate data entry, and centralize information across teams. Benelinx includes an integrated quoting engine, a customizable market plan library, and an automated document generator that allows brokers to move from quote to proposal and finalized sale much faster than traditional manual processes. -
11
SegFlexNet
Autorun Informática
The SegFlexNET - Software for Insurance Brokers is ideal for you to manage your insurance broker .The technology is one of the most modern in the market, the system is very simple to use, the screens are intuitive and modern, the database is SQL, the support team is formed by great professionals with fast and agile service, all very well thinking and planned so that you have the best possible results. The growth of your brokerage starts now. Accessibility - With the cloud server, the broker can access his broker’s information from anywhere, he can take “his office” to his home, his client, holidays, fairs, trips, etc. Agility - Your broker’s information will always be at your fingertips, any time of the day or night, you will always have immediate information to provide to your clients Economy - It will not be necessary to invest in infrastructure to use the software. We will always be with our server updated and making periodic upgrades to it to ensure maximum performance. -
12
Zywave CPQ
Zywave
The Industry’s only complete, integrated solution that will transform your quoting and renewal process. Simplify complex and time-consuming processes to unlock the full growth potential of your agency. Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience. Zywave CPQ - Benefits leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals. Simply put, using Zywave CPQ - Benefits allows you to sell and service better than ever – ultimately fueling growth. -
13
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 -
14
Integrated Insurance Brokerage System (IIBS)
Asian Business Solutions
A comprehensive intelligent technology and system solution unparalleled in its class to back insurance and re-insurance brokerage operations. The Integrated Insurance Brokerage System combines ease of use with rich and practical software features powered by Oracle Technology. It is the solution-of-choice of insurance and reinsurance brokers to deliver quick insurance coverage, renewal, collections, remittance, claims processing and online financial reports. The IIBS provides an efficient single point of data entry while allowing secured access to information by multiple authorized users across the Local/Wide Area Network and/or the Internet Asian Business Solutions, Inc. has drawn on its years of experience in information technology and insurance brokerage to architect this enabling business engine to keep you ahead of competition. The IIBS delivers enduring value to empower your enterprise. -
15
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 -
16
A1 Tracker
A1 Enterprise
A1 Tracker is presented by the vendor as a robust & configurable risk management software offering either stand-alone or fully-integrated risk management software covering many business segments across an organization. Claims & Incident Management Claims & incident reporting for claims of any type: injuries, medical, commercial, customer, insurance, work comp, asset, auto, liability. Risk Management & Threat Assessment: Risk register for tracking risks at any level in an organization, including by entity, project, asset, contract, vendor, division, business, unit, region, and more. Real-time risk reports & heat maps, dashboard metrics, alerts, & notifications. Contract Management: Contract module for tracking contracts of any type with vendors, employees, customers, and any other parties. Insurance Policies & Certificates: Policies & certificates of insurance tracking with reminders & renewals. For agencies & carriers policy management includes tracking clients.Starting Price: $800/month -
17
Mobinsure
Mobinsure Software Pvt Ltd.,
Mobinsure Software Pvt Ltd is Insurance domain specific software company, with a focus of developing world class software products for Insurance Intermediaries on SAAS or Cloud model. Features of these application are Premium Calculator, Premium Quotations, Partner or Channel Management, Lead Management, Customer Management, Policy Management, Renewal and Meeting Reminders, Birthday and Festival Wishes, MIS Reporting. It is end to end Insurance CRM for all intermediaries.Starting Price: $15.00/month/user -
18
Sibro
Sibro
SIbro insurance broker software helps you to organize and track every stage of a policy; from prospects management and renewal follow-ups, preparation of RFQs and quote comparison sheets, to collecting payments, delivering policies to customers in order, endorsements, and more. Sibro's insurance claims management module not only helps you track, but also automates and eases your entire in-house claims management. Sibro suggests the documents required for a claim. It can fetch real time claim updates via TPA integration. They aid you in ways you have never thought about. Sibro's accounts module systematically corrects mistakes and ensures insurance broker's due receivables. It helps you track every receivable invoice and their reconciliation. It also exposes cases where we missed receiving brokerage. Sibro also eases your IRDAI compliance process significantly.Starting Price: $4500.00/one-time/user -
19
Indio
Indio Technologies
Turn the traditionally cumbersome insurance application into a simple, Turbo-Tax-like experience. Indio simplifies the insurance application process to make it fast, collaborative, and easy, saving you and your client's time and money while minimizing E&O exposure. Stop sending your clients unruly PDF forms and spreadsheets during the insurance application process. Unify the application and renewal data gathering process for your staff and customers, eliminating redundancies in data gathering while ensuring data accuracy. -
20
CIGMA
Artemis Solutions
There are two big problems with common insurance software. Firstly, ‘off-the-shelf’ solutions often don’t do what you need them to do. Alternatively, bespoke systems can be lengthy and expensive to develop. CIGMA is a modular, cloud-based insurance software system which allows us to create a solution perfect for your business requirements in a rapid timeframe, using your own branding and internal processes. Developed with the insurance and financial industries in mind, CIGMA has a standardised way of interacting with both clients and users, meaning you’ll never have to worry about regulatory compliance issues again. All sales teams, brokers, underwriters and management can log in either from a website or a mobile device and check, approve or monitor client records and quotes. All changes to each client record are fully recorded and tracked. Online quote and application forms can be created exactly to your specifications and changed over time as your business grows. -
21
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…). -
22
Gen4 Agency Management
Gen4 Systems
An agency management system the whole team will use. From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use. The Gen4 sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency. Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency. Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.Starting Price: $195 per month -
23
Pathway Insurance Software
Pathway
Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.Starting Price: $120 per month -
24
Ask Kodiak
Ivans
Finding and marketing to the right agents doesn’t have to be difficult, expensive and inefficient. Quickly automate appetite communication to more effectively market products. Ask Kodiak is an exceedingly simple way you to share risk appetite with agents & brokers. Market product details directly at the exact moment agents are searching for the right markets to submit new and renewal business. Convey your latest appetite and market your product details precisely at the moment agents are searching. Real-time visibility into search trends, product market opportunities, and your own product performance help you make informed decisions about how to better design and market your commercial insurance products. Aligning on each specific risk results is a win, win. With the ability to present the best coverage to their clients, agents keep your business top of mind. IVANS is ready to provide your business the advanced insurance software and solutions to digitally distribute products. -
25
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 -
26
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. -
27
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. -
28
InsuredMine
InsuredMine
Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven QuotesStarting Price: $69per user per month -
29
Hi Marley
Hi Marley
Experience the Hi Marley texting platform, connecting carriers and their partners to the end customer for that moment of truth. For claims, underwriting and policy interactions, Hi Marley has insurance carriers covered! Our integrated, AI-enabled texting solution allows insurance carriers to deliver a seamless and modern communication experience that today’s insureds expect. The Hi Marley platform is solely designed for the insurance industry, offering best-in-class features and functionality aimed to delight end customers. Representatives interact through our web-based application while customers communicate through a simple text conversation — no app download or webpage visit necessary. When selecting Hi Marley, you’re not just choosing a texting platform, you’re investing in your customer’s journey for a better way to experience insurance. Our team comes from deep-rooted insurance backgrounds, solving the problems we know exist. -
30
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. -
31
Applied Epic
Applied Systems
The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your agency on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies. Give employees a simple, intuitive user experience. In just a few clicks, they can view account and policy details, complete a quote, file a claim, and remarket a renewal. -
32
OWLS
OWLS Software
OWLS Software is an end to end cloud based IT system that is used to administer every process in the insurance lifecycle for both short term and long term insurance products. What sets OWLS™ apart is our attention to detail and desire to continue to push what is possible. Our features are designed to be simple and intuitive for every client and consumer to use. OWLS™ Insurance Software The standard in insurance, functionality, security & feature versatility. Cutting-edge technology for the insurance market that automates, streamlines and improves straight through processing of claims all in one place. Simplify your insurance complexity.Starting Price: $1000.00/month -
33
Go-Insur
Pancentric Digital
GO-INSUR brings digital transformation to the policy admin system to deliver an innovative cloud-based insurance solution that's agile, robust and rapidly scalable. Built by one of the UK's leading digital insurance specialists, whose existing client base includes Marsh, Legal & General, British Friendly and Hiscox. GO-INSUR enables you to rapidly distribute new products and drive policy sales. Revenue growth within insurance is being held back by legacy systems and the cost of new technologies. Go-Insur's cloud-based solution changes that, enabling you to sell new products and expand distribution easier, quicker and more affordably. Our agile delivery and customer-centric design provides Insurers, Brokers, MGAs and start-ups with an intuitive cloud-based insurance platform that empowers speed, flexibility and responsiveness. Get products to market faster, exploit market gaps, expand your distribution, and achieve a greater ROI on policies with Go-Insur. -
34
Zywave BrokerageBuilder
Zywave
Say goodbye to time-consuming renewals by streamlining the entire request for proposal (RFP) process. Create industry-leading RFPs in minutes and easily send them to multiple carriers using BrokerageBuilder™. Tracking carrier commissions is complex. BrokerageBuilder makes it easy. Track commissions from any carrier with ease. Easily process and validate payments received, and gain better insight into your agency's commissions revenue. Centralize your data and create customized workflows tailored to your agency. Each day, users will receive a daily list of overdue tasks and upcoming items that require their attention—helping ensure nothing falls through the cracks. -
35
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 -
36
pasCarrier
Policy Administration Solutions
Policy Administration Solutions is your insurance and technology expert. Designed for today's challenging insurance marketplace, our automation solutions can streamline your business processes and give you a competitive advantage. Founded in 1996, Policy Administration Solutions specializes in state-of-the-art automation solutions for insurance carriers, sureties and large Managing General Agents (MGAs). Our mission is simple: to provide the technology your organization needs to achieve its goals more efficiently and cost-effectively. At PAS, we pride ourselves on our culture of honesty and integrity. Our extensive technology and business experience in the insurance industry makes us unique. Working collaboratively, our team of skilled specialists applies solid planning and superior execution to every automation project. IBM, Oracle and Microsoft products provide a solid foundation for our stable, scalable solutions. -
37
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. -
38
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 -
39
Insureio
Insureio Technologies
Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.Starting Price: $25 per month -
40
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. -
41
Zywave Sales Cloud
Zywave
Streamline mission-critical workflows to fuel organic growth. Every agency needs a process to find and write new business, while providing the best service to renew current clients. Enable your agency with world-class technology to automate your everyday tasks, so that you can deliver superior value to your prospects and clients. Get in front of qualified leads and retain your existing clients by using technology to elevate your sales, renewals, and servicing. Enhance the entire process—all the way from prospecting to renewals—by using the game-changing tools available in the Zywave Sales Cloud. Compete on a whole new level by using our comprehensive suite of tools to generate new leads, nurture prospects and existing clients, and streamline servicing workflows. A comprehensive platform to simplify your entire sales process. Identify and market to new leads, coordinate all your communications with ease and take control of prospect meetings by delivering valuable insights. -
42
AgencySmart
AgencySmart
AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.Starting Price: $49 per month -
43
FileHandler Enterprise
JW Software
Built with insurance claims and risk management in mind, our software features live dashboards, detailed reporting functionality, business intelligence tools, and the latest security technology. FileHandler Enterprise™ has become the benchmark for claims administration and risk management information systems (RMIS) in the industry. Our intuitive claims management software is great for third party administrators (TPA's), insurance carriers, risk pools, risk management companies, and a variety of other business professionals looking to make better and faster claims management decisions. No matter your size, our software is scalable from one employee to thousands. FileHandler Enterprise™ software will help you manage and close claims quickly, process payments to parties or vendors, and provide advanced reporting necessary to manage your business. -
44
ForeSight
Insurance Technologies
Leverage the robust features of ForeSight® to maximize distribution strategies and automate the illustration sales process for greater business efficiencies, agility and increased speed to market. ForeSight® provides carriers advanced features including robust rules, pre-built sales tools and unique system customization to quickly promote products to distribution. Deliver a dynamic and guided illustration sales process, making the complex simple for your sales force so they can deliver products and solutions faster and with more confidence. Deliver anytime access to customized, accurate and compliant sales presentations for all lines of business from one sales illustration system. With ForeSight your sales force can quickly run, compare and illustrate life, annuity, disability, long-term care, critical illness and structured settlement solutions to solve their clients’ insurance and retirement goals. -
45
EZ-Audit
InsuraTek
EZ-Audit is a premium audit application used by thousands of auditors employed by the world’s largest insurance companies. Some of the smallest fee companies use EZ-Audit as well. The program is flexible enough to accommodate the needs of any size company. EZ-Audit is an excellent tool for new auditors because it presents all the screens necessary to capture audit data in a linear fashion. Yet it is also powerful enough for the largest multi-entity, multi-state, multi-location, multi-auditor audits and allows instant access to any audit data. InsuraTek, LLC is a leading provider of application software for the insurance industry. We use the latest technology from Microsoft, including Visual Studio 2019, and we support SQL Server versions 2005 through 2019 to maintain compatibility with our customers. We have been developing exceptional software for the insurance industry since 1984, when we developed the first premium audit application for portable computers. -
46
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. -
47
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! -
48
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. -
49
GIMS
Tritech Financial Systems
GIMS represents Tritech's efforts of being strategically positioned in the insurance industry with a system that currently incorporates the functionality of the complete insurance processing solution. It provides facilities for the establishment and administration of both property and casualty portfolios. It runs on modern technology, such as Windows, .NET, Oracle and SQL Server. GIMS is a modular client-based system supporting all lines of business and designed to support multiple companies, branches, provinces/states/parishes, and languages. GIMS open and flexible infrastructure is user-definable by way of the System Support Center (SSC). It enables flexibility in the definition and control of the automation of all business processes and desired functionalities, as driven by the client’s business requirements and strategic market directions. Reinsurance tracking across all contract types, facultative, treaty, excess, catastrophe. -
50
AgencyZoom
Vertafore
Put your producers on a rocket ship with AgencyZoom's easy to use sales platform. Stand out from the rest, to keep customers coming back to your insurance agency. An amazing Dashboard that shows you who is hitting goals and who's holding you back. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Build an automated customer journey from prospecting, to renewals, and beyond. Know exactly what you and your insurance producers need to do to succeed today, this month, and this year. Month after month you'll build up your insurance agency's Google Reviews automatically. Build an automated customer journey from prospecting, to renewals, and beyond. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Our lead manager makes it easy for agents to follow their valuable leads down the pipeline, with smart tools that help nourish the right leads today.Starting Price: $79 per month
