Alternatives to C2COI
Compare C2COI alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to C2COI in 2026. Compare features, ratings, user reviews, pricing, and more from C2COI competitors and alternatives in order to make an informed decision for your business.
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SmartCompliance
SmartCompliance
Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management. -
2
InsureCert
InsureCert Systems
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly. -
3
illumend
illumend
Illumend is an AI-powered insurance compliance management tool that automates and simplifies third-party certificate of insurance tracking, contract requirement extraction, and risk visibility so teams spend less time on manual processes and more on strategic work. It uses its built-in AI assistant, Lumie, to read contracts, extract insurance obligations, request and review COIs, verify coverage against requirements, and flag compliance gaps in real time, replacing spreadsheets, inbox chasing, and slow manual reviews. Lumie also guides third-party partners through uploading documents with plain-language instructions and manages renewals and reminders automatically, so nothing is missed or expires. Compliance status and risk insights are visible instantly across all partners, helping organizations identify gaps, prioritize issues, and maintain audit-ready records without specialized insurance expertise. -
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Pins Advantage
Pins Advantage
Avoid potential project delays, fines, and legal repercussions from coverage gaps. Automatically notify insureds of renewals and easily work with agents on COI submissions. Reduce the time spent dealing with insurance coverage, compliance, and broker submissions. Use templates to standardize workflows and apply requirements to all insureds on a single project. Avoid penalties and administrative overhead by optimizing team workflows and increasing efficiency. Have confidence that all your contractors and vendors are compliant and up-to-date on their insurance policies. With PINS you can know that insurance coverage is taken care of across your business so you can focus on what matters. Standardize and automate insurance submissions based on your preferences. We use machine learning-enabled OCR to make the certificate flow as quick and easy as possible. PINS checks for submission compliance against the requirements. -
5
TrustLayer
TrustLayer
Avoid claims and lawsuits that can cost your business millions. We make time-consuming manual tasks a thing of the past. TrustLayer helps you automate the management and verification of certificates of insurance with AI & machine learning technology. Our technology enables you to verify coverages, check exclusions, get insight into insurance validity in real-time, and much more than conventional tracking tools. Real-time proof of insurance for frictionless onboarding. Easily request, verify, and track vendor insurance coverage. Offer customers live, verifiable proof of insurance. Reduce repetitive tasks that are error prone and time-consuming. Easily request and verify proof of insurance from your business partners. Verify insurance coverage and other compliance documents in real-time. Create new compliance goals for any information you want to verify. -
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myCOI
myCOI
Ask your CFO or risk manager just how much claims and lawsuits can cost your business. If you are collecting certificates just to confirm they were received, you have no guarantee that your requirements are being met. myCOI Central is built on a foundation of insurance industry logic to ensure you remain protected with the appropriate coverage. There’s no more need to worry about stacks of certificates cluttering up your office or hours of frustrating phone calls and emails to chase down certificates. myCOI Central provides your company with a solution to automate your insurance certificate requests, collection, and compliance resolution, while also giving your team a single, centralized repository to view compliance. Win business and boost retention by providing agency-branded, industry-leading insurance tracking software to your insureds. Offer software only or add on your own compliance review services. -
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TrackSurePro
TrackSurePro
Maintaining compliance and managing risks can be challenging without the right tools. Enter TrackSurePro’s innovative COI tracking software, your ultimate certificate of insurance tracking solution. Our cutting-edge solution transforms the complex task of COI management into a streamlined, worry-free process. COI tracking, or certificate of insurance tracking, involves managing and monitoring certificates of insurance to ensure they are up-to-date and compliant with your business requirements. In today’s complex business environment, effective COI tracking is not just a best practice—it’s a necessity. By implementing a robust COI tracking system, you safeguard your business against potential liabilities, ensure regulatory compliance, and streamline your operations for greater efficiency and peace of mind. By implementing an effective COI tracking system, businesses can mitigate risks, ensuring they stay protected, compliant, and operationally efficient. -
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Asuretify
Asuretify
Imagine if you no longer had to pour over COIs to verify insurance compliance. Asuretify’s AI technology extracts the most important data from COIs, policy documents, endorsements, and more to give you the complete picture. Say goodbye to spreadsheets and manual reviews, say hello to automation and your personal AI assistant. Asuretify powered by Injala leverages advanced artificial intelligence to relieve your insurance verification burden. With Asuretify’s AI technology, you can read and review entire policy documents in a matter of minutes. Whether your trade partners provide just a COI or the complete policy, our AI delivers the details that matter so you can complete verification in a snap and move on to more meaningful tasks. Imagine never having to ask your trade partners for their insurance documents again. Asuretify makes it easy to invite your trade partners to pop in and upload their documents in no time.Starting Price: $1 per month -
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Billy
Billy
Billy is your one-stop shop for all insurance and compliance needs, designed to streamline and simplify your workflows. Pre-qualify subcontractors with ease and automatically track critical contract documents such as Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. With seamless integrations into platforms like Procore, Autodesk, Sage 300, and JD Edwards, Billy ensures compliance data flows directly into your project and accounting systems, eliminating double data entry and minimizing errors. Our platform supports document management, real-time compliance tracking, automated reminders for expiring documents, and proactive alerts to reduce risks and improve efficiency. Billy’s AI-powered solutions and insurance wallet integration connect contractors, brokers, and carriers, delivering frictionless workflows that help businesses stay compliant, win more jobs, and get paid faster.Starting Price: Annual Subscription -
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COI Pro
COI Pro
COI Pro is a leading provider of certificate of insurance tracking software that streamlines the process of collecting, verifying, and managing COIs. COI Pro is a leading provider of COI tracking software that streamlines the process of collecting, verifying, and managing certificates of insurance. Organizations rely on COI Pro to effectively mitigate risk across their supply chain, while reducing the administrative burden of document management. COI Pro works with small businesses, mid-size organizations, and large corporations that utilize suppliers, contractors or vendors to run their business. Streamline your insurance certificate tracking with efficient software solutions. COI Pro will migrate all your documents within 72 hours after an agreement is completed. For new certs, we offer user-friendly upload capabilities, including easy-to-use templates. Unique COI requirements can be set up and managed at the division or business unit level. -
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Docutrax
Risk Toolbox Inc.
The Docutrax online system for tracking certificates of insurance and documents is designed to successfully address best-practices risk management objectives. The system facilitates much of the repetitive, time-consuming and error-prone processes for obtaining and tracking COIs and other documents. Docutrax has been consistently proven to obtain higher rates of insurance coverage compliance at lower expense while providing previously unavailable business process efficiencies. Its highly flexible interface adapts to any business organizational requirement. Customized vendor/broker notifications and pushed email alerts to designated personnel automatically communicate with all related parties. Our professionally licensed insurance and support personnel ensure informed customer service to our client, its insureds (tenants, vendors, suuppliers, contractors, franchisees, etc.) and their insurance agents.Starting Price: $4,500 per year -
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RiskPartner
RiskPartner
A powerful, yet easy-to-use, web-based software solution that manages the tracking of incoming certificates of insurance. It offers a centralized view of incoming certificates, compliance, and risk reporting for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. Effortlessly manage your certificates of insurance with our user-friendly web-based solution, ensuring a comprehensive approach that not only saves time and money but also streamlines the entire insurance management process. Empower your team with our user-friendly solution, providing a self-service platform that allows easy and efficient control over your COI processes. Employ our advanced rules-based automation engine for easier communication with your vendors, suppliers, tenants, subcontractors, and franchisees. The solution provides access to a central repository for certificates, requirements, vendors, and other relevant information along with real-time access to critical compliance data. -
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CertFocus
CertFocus
A fully domestic certificate of insurance tracking solution that is flexible, proven and scalable, delivering the industry’s highest compliance levels of over 90%. We earn your business every day with the highest compliance, improved economies and best-in-class service. That is why CertFocus does not require any long-term agreements. Simple, easy and quick implementation lets our clients choose either our self-service or full-service model. Group reports and dashboards by region or function and aggregate them into full corporate reporting. Other certificates of insurance tracking solutions merely diagnoses or track compliance. Our innovative service, supported by credentialed insurance professionals, cures the issues, directly increasing COI compliance. -
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InsureMO
eBaoTech
InsureMO (Insurance Middle Office) is an insurance middleware platform for insurers, brokers, agents, channels, InsurTechs and start-ups; enabling use cases for any product and channel. InsureMO is the chip powering the insurance industry ecosystem allowing insurers to create products faster, solution providers to include their innovations and distributors to create insurance apps to on-sell products to customers. Don’t reinvent the wheel. Find the most popular products in your region, customize and go to market without having to define your product from scratch. Customize and maintain your products using our state-of-the-art insurance product design tools. Access hundreds of services to support any insurance policy lifecycle. From life, general, and health-specific functionality to sophisticated policy servicing APIs. Use our service orchestration tools to build and run your insurance applications just the way you want. -
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Jones
Jones
Collect, verify, and approve COIs and other insurance documents with ease. Reduce risk, ancillary costs, and revenue loss by simplifying risk management for every transaction. Vet, prequalify, and get your subcontractor COIs compliant faster. Jones helps property management and construction companies to reduce insurance risk across every property, project, and application. Track and manage COIs and insurance docs in real-time. End-to-end process management and aggregated analytics. Access tens of thousands of pre-populated insurance certificates, documents, and contacts so you can improve compliance and manage vendor procurement in a smarter, faster way. Look up vendors’ predicted compliance status before hiring them. Share vendor insurance data between your properties and end redundant tasks. Tap into existing vendor data instead of collecting every COI from scratch. Extract requirements directly from contracts and easily create new requirements in minutes. -
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HoundDog
HoundDog
HoundDog automates the entire certificate of insurance collection and verification process. Easily get the other compliance documents you need, as well, as W9s, MSAs, subcontractor agreements, and more. Using internal staff to chase down and verify COIs and compliance paperwork is a very inefficient use of an employee's time. HoundDog's tech can automate it all at a fraction of the cost. HoundDog uses AI and machine learning to seamlessly capture your document needs. Collecting COI renewals on time often gets missed, which increases the risk to the organization. It's estimated that over 25% of all businesses are uninsured. This is a problem you want to avoid. HoundDog automatically fetches renewals and can reveal coverage gaps instantaneously. HoundDog's automation collects COIs and other documents from your contractors, and vendors (and often directly from insurance agents). Our software uses AI & machine learning to read the data and verify it against your requirements. -
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Constrafor
Constrafor
Streamline your back-office tasks with our industry leading cloud-based solutions. Our intuitive and integrated platform automates contract administration, COI compliance, procurement, invoicing, and more. Streamline and automate insurance compliance with our industry-leading COI management platform. Our cloud-based solutions take the hassle out of risk management, so you can be confident in your protection. COI compliance has never been easier. Streamline both client and subcontractor contracts. Keep your documents in one place, accessible anywhere. Easily log change orders, simplify tracking changes, and automate the signature process. We use state-of-the-art Machine Learning and AI algorithms to parse through insurance documents so you can say goodbye to manual entry. Take advantage of automated communications with subcontractors, so you never have to deal with long email chains again. Plus, we will automatically notify you when insurance documents are set to expire.Starting Price: $15 -
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bcs
bcs
Track COIs effortlessly with our top-rated software, trusted by the top companies in the world. Upload a COI to automatically scan and review the document. The bcs extractor scans the COI and shows color-coded results and deficiencies in real-time. When vendors or agents submit COIs they see this live, color-coded feedback so they can fix any discrepancies before the document is sent to you. Manage compliance and streamline vendor onboarding processes with ease. COI tracking is essential but vendor compliance encompasses so much more. bcs is here to help with the whole process. Instantly find pre-qualified vendors in your area with our powerful search feature. View their profile, and see reviews from industry peers. The most sophisticated contract, lease, or loan agreements won’t protect your organization without compliant insurance. Stop hunting down COIs with bcs’s certificate of insurance tracking software.Starting Price: $0.50 per month -
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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 -
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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 -
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CertAdvisor
Recordables
For nearly three decades, Recordables has been providing software to a wide array of employers to automate their claims filing, tracking and reporting. Managing compliance of incoming Certificates of Insurance is made easy with CertAdvisor from Recordables. Our software stores insurance certificates electronically, reports any deficiencies, and notifies your vendors of their deficiency with automated emails and/or letters. Managing thousands of certificates is no longer the cumbersome and arduous task it used to be. Reminders for certificates nearing expiration, track multiple insurance types, unlimited vendor levels (different requirements for each vendor type), track limits of liability compliance, automation of form letters and/or emails, notify internal departments of vendor deficiencies, vendor notification log, electronically store certificates and other documents, notes with spell check feature, multiple standard reports. -
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CTrax
JDi Data
Automate your work using proprietary OCR technology that will instantly read and populate your COIs in the system. Our certificate of insurance tracking software saves you and your workforce hours of manual entry. Don't let expired COIs slip through your fingers! Easily schedule renewal requests and generate emails that quickly communicate with necessary parties about their policy status.Keep all of your information at your fingertips! Conveniently view all critical COI data with our configurable, easy-to-use interface. Don't have time to be the middleman? Producers, Providers, and Vendors can upload Certificates of Insurance directly to CTrax and check the status of their COIs on file for on-the-spot verification. Organize projects with confidence! Effortlessly group COIs by project to conveniently manage and track vendors over time. The ideal solutions for clients who use vendors across multiple assignments. -
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iFastrack
GG-One Software
Web based, access from any of your computers with an internet connection. Custom Insurance Requirements. Override individual policy, limit or additional term requirements. Report Scheduler. Track multiple COI's per vendor/sub contractor. Assign COI's to a location or property. New integrated Email Processing and Tracking System (Cloud Only). Manage Expired and About to Expire Certificates from the Certificates Dashboard. View your certificate statuses graphically from the Statistics Dashboard. Manage multiple entities, certificate holders, divisions, centers or properties separately. Import vendor and insurance data. PDF letter history. Customizable letter templates. Import carrier rating data. Validate carrier minimums. Export to multiple formats. Automated printing or emailing of non-compliance letters. Extensive search and reporting capabilities. Integrated video training.Starting Price: $499 per year -
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Insurital
Insurital
Our user friendly platform is designed to make it easy to learn for all users. Security features allow you to designate which staff can view accounts. Insurital's commercial management system allows you to create customized applications and coverage packages to fit any line of business. Our professional documentation system follows an industry-standard format that will improve your relationships with underwriters and insureds alike. Insurital's consistent documentation reduces the chance of staff errors. Our software allows you to offer insured's optional limits and coverages to your insureds to reduce your brokerage's E&O exposure. Generate 8 different types of Documents in a few clicks. Applications and Submissions. Proposals and Certificates. Insurance Confirmation and Policy Declaration. Loss Notice and Statement of Values.Starting Price: $249.00/month -
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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 -
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Expiration Reminder
SkyXoft Technologies
Discover the document expiration date tracking software that modern teams use to send automatic notifications, track status, scan documents and do compliance checks. Works for employee certifications, certificates of insurance, contracts, licenses, agreements and more. Expiration dates, reminders and replies are all tracked automatically. Spend less time following up and more time adding value to the business. Never open spreadsheet after spreadsheet to find what's expired. Stop sending emails and let others come back to you with the updated information. Expiration Reminder will contact the right people and notify them about an upcoming renewal keeping everyone on the same page. When you login to Expiration Reminder you'll have a single view of what's current and expired and who has replied to reminders. The preferred tool for tracking expiration dates. Highly rated by customers all over the world.Starting Price: $49 per month -
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Cogitate DigitalEdge
Cogitate
Cogitate is a cloud-native digital insurance platform designed to help property and casualty insurance organizations modernize and automate their core business operations through a unified suite of AI-enabled applications. The DigitalEdge Insurance Platform digitalizes the insurance value chain by integrating underwriting, policy administration, billing, claims management, and distribution workflows into a single data-driven environment. It allows insurers, managing general agents, program administrators, and brokers to manage the entire lifecycle of insurance products, from quoting and underwriting to policy issuance, billing, and claims processing. It is built with a scalable, API-based architecture that supports integration with third-party services, enabling insurers to connect external data sources, analytics tools, and partner systems without disrupting existing operations. -
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Functional Finance
Functional Finance
Functional Finance is the insurance billing and payments engine that governs how money actually moves once a policy decision is made. Sitting between the policy system and the general ledger, FF takes policy events—binds, endorsements, cancellations, reinstatements—and deterministically executes the resulting financial obligations. It handles billing and invoicing, payment collection, cash application, treasury routing, and distribution partner payables across agency bill, direct bill, installments, and premium finance models. Payments are automatically applied at the policy and line-item level, commissions and remittances stay in sync, and every transaction remains auditable over time. The result is a policy-aware flow-of-funds system that replaces manual reconciliation with predictable, scalable financial operations. -
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COI Tracker
COI Tracker
The importance of collecting, verifying, and reporting on COIs is not exciting nor glamorous. Regardless of its lack of appeal, it is a critical aspect of any organization to reduce the risks of claims and lawsuits that can be damaging to the business. With COI Tracker, we take the struggle and frustration out of the collection and verification of COIs for you. We do one thing and one thing exceptionally well, track COIs for your business. With our full-service COI tracking solution, we promise you will no longer waste hours making calls, playing phone tag, and sending the same e-mail five times requesting certificates. You can remove “checking renewal dates” from your calendar and tasks because we are taking care of that for you. Vendors and subcontractors will tell you that using COI Tracker to submit their COIs is easy and simple. Even though our system automates everything, if you ever need to call us, we will be available and make you a priority. -
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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 -
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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 -
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InsuredHQ
InsuredHQ
InsuredHQ is a mission-critical, cloud-based, insurance infrastructure application that provides complete end-to-end policy, claims, accounts, and document management systems for mid-market insurers, MGA’s (Managing General Agent), and Brokers. Our capabilities allow our customers to rapidly create products and sell policies to service a variety of business lines and has resulted in partnerships with some of the world’s most interesting insurers and channels to market across Australia, NZ, the US, and the greater APAC region. All of this is made possible through the InsuredHQ Core, our insurance administration platform, which makes scalable insurance solutions easy from a single seamless integration. Our stress-free setup process means our partners are quickly ready to go and can leverage an API that’s easy to integrate into any existing purchase path or distribution channel.Starting Price: 1% of premium -
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Canopy Connect
Canopy Connect
Embed insurance intelligence into your applications to drive cross-selling opportunities or launch an insurance marketplace. Augment your users' profiles with rich insurance information directly from the source. Understand assets, coverages, and risk profiles to uncover new ways to provide value to your use. Work with Canopy Connect's partners to unlock new insurance revenue streams that range from pay-per-click to full white-labeled insurance agency solutions. Delight your users with easy-to-use interfaces that make it easy to share insurance information. Use our UX or yours. Powering customer-obsessed companies, fintechs, insurtechs, marketplaces, lenders, insurance carriers and more. We enable users to quickly and securely share their insurance information through integrations with the nation’s top carriers. Imports and structures insurance documents, policy details, contact, information, driver data, and claims history, and enriches critical information.Starting Price: $1,000 per month -
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Bold Penguin
Bold Penguin
Bold Penguin simplifies commercial insurance through advanced technology and quoting software designed for insurance agents, brokers, networks, carriers, and channel partners. It offers a suite of integrated tools including terminal, exchange, storefront, and analytics, streamlining the process of quoting, lead generation, and underwriting for small and medium-sized businesses. The terminal solution allows agents to quote and bind policies quickly, partnering with national and regional carriers to ensure the right coverage. The exchange platform facilitates growth by providing a marketplace for leads, while the storefront allows agents to manage digital quoting experiences for SMBs. Additionally, Analytics uses AI to enhance data extraction and underwriting. Bold Penguin’s technology empowers agents and partners to better serve SMBs by improving efficiency and expanding business opportunities. -
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Venue Claims Management
KLJ Computer Solutions
Venue ™ Claims Management for Independent Adjusters provides end-to-end management of the entire claims processing workflow. Whether you are an adjustment firm, third-party administrator, insurance carrier, or a self-insured organization, Venue ™ is for you. The user-configurable interface allows for extensive self-customization of the claim system by an end client. Built-in web service interface that allows for real-time or batch data import, update and export to virtually any third-party data sharing source of ALL claim-related information. Integration with policy and billing systems allows real-time synchronization on all policy-related details, which may include critical policy dates and flags such as active fraud investigation and assumed policy. Comprehensive capabilities for every aspect of claims processing, including claim payments and recovery, reserves tracking, contact management, excess and trust accounts, forms templates, reporting etc.Starting Price: $5 per month -
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Sentry
Sentry
Sentry is a management system developed to facilitate the administration of insurance policies for the modern insurance agent. Our system is the best ally for insurance agents who have a vision of leadership and professionalism, based on security and innovation. A policy administration system developed to enhance the skills of the modern insurance agent and drive them to success. Providing you with tools that allow you to offer a service of excellence; stay organized, save time and improve communication with your customers and much more. -
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TruePremium
Unisoft Communications
This web based application allows insurance agents to bind policies in real time. It offers the most current insurance companies rate, and will also allow the financing of policies through the agent's choice of Premium Finance Company. Agents can access sales from anywhere with Internet access at any time. Policy down payments and financing drafts are handled trough electronic transactions. Insured leaves the insurance agency with all insurance policy documents in hand. POS can be embed as part of the Insurance Company web applications. -
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JAVLN
JAVLN
JAVLN intelligent insurance software. Innovative technology to transform your business. The complete insurance solution. Policy Lifecycle. Powerful administrative hub including end to end full policy management, document and claims management. Automation. Automated personalized quotes, renewals, payment reminders with SMS/Email & CRM capabilities. Time Savings. Reduction in repetitive data entry, with allocated workflows and task management for increased productivity. Client Portal. Allow 24/7 online access for clients to their account, claims and policy information improving the customer experience. Real Time Data. Quality data insights, integrated insurance accounting and receipting. Quote Online. Provides clients and prospects the ability to quote, compare and buy insurance online 24/7. Multi Insurer. Multi-insurer quote and bind capabilities producing comparison documents for customer consideration. SaaS Solution. Cloud hosted software that can be accessed anytime -
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Certificial
Certificial
Certificial® uses real-time data to ensure businesses have continuous, compliant insurance coverage. Move away from point-in-time documents; no more emails, calls, or faxes. Certificates of Insurance (COIs) are leveraged by multiple audiences, all with a unique purpose. Regardless of your reason for utilizing COIs, our smart COI network ensures everyone uses the same continuously updated information. Whether you’re using a certificate module or an integration with another system, our network is the new standard for continuously sharing and tracking smart COIs and related data. Empower every stakeholder in the COI process to experience a data-first, real-time exchange of coverage information. Safeguard your business by eliminating uninsured activity, save time and money by managing compliance in a single platform, and take action for non-compliance to prevent uninsured claims while ensuring adequate coverage is maintained year-round.Starting Price: $99 per month -
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INSHUR
INSHUR
INSHUR is a leading global provider of embedded commercial auto insurance tailored for the on-demand economy. Leveraging a talented team and advanced technology, INSHUR delivers award-winning digital insurance solutions to support drivers and partners across the US, UK, and Europe. The company collaborates with major brands, including Uber and Amazon, to offer end-to-end insurance programs, platform partnerships, and unique market insights. Founded by Dan Bratshpis in New York City, INSHUR was established to provide a more transparent and flexible insurance solution for drivers in the evolving taxi industry. Since its inception, INSHUR has expanded internationally, launching services in the UK and the Netherlands, and has diversified its offerings to include rideshare policies, last-mile delivery coverage, and commercial vehicle insurance. The company's growth is marked by strategic partnerships, such as with Wakam and Turo, and significant investments. -
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Meet changing market demands with a modern, rules-based life insurance policy administration solution that supports new business underwriting, policy issuance, billing, collections, policy processing, and claims for Individual Life and Annuity and Group Insurance all on a single platform. Rethink your business by consolidating policy processes for optimal, long-term efficiency. Scale up or down with a rule-based, life insurance policy management system that creates a digital ecosystem for an improved customer experience. Rapidly configure, manage, and bring group insurance products to market through a highly flexible, rules-driven policy administration solution. A life insurance policy management system on a single platform for individual & group that creates hybrid products and collaborates across businesses. Increase business agility with a componentized solution that shares business rules to increase speed to market and drives process automation reducing operational costs.
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42
KASKO
KASKO
KASKO is an insurance technology company that helps insurers, MGAs and distributors launch and operate digital insurance products faster. Our modular platform enables quote and bind, APIs, digital front ends, product configuration, policy and contract management, and claims, and now includes an LLM-powered frontend builder that helps teams create and adapt insurance journeys more quickly with less development effort. Alongside the platform, KASKO also supports clients with market entry and execution, including EU market access through a regulated German set-up, UK access via a partner structure, and selected commercial services such as distribution support, capacity sourcing and insurance-focused operational advisory. -
43
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. -
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The Hartford
The Hartford
When you run a small business, you face many physical risks, like property damage and injuries. But your business also faces risks that come from using technology. These include everything from data breaches to hacking. To protect against those risks, many businesses add cyber insurance to their business insurance policies. Cyber insurance can offer broad coverages to help protect businesses from various technology-related risks. At The Hartford, we offer two different cyber insurance policies: cyber liability insurance and data breach insurance. Data breach insurance helps your business respond to breaches and can offer enough protection for small business owners. Cyber liability insurance is typically meant for larger businesses and offers more coverage to help prepare for, respond to and recover from cyberattacks. -
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Ace Fleet Insurance Rating
Ace Actuarial Consulting
The Ace Fleet Experience Rating Software allows for the management of fleet policies and their premiums. The fleet software is a must have tool for commercial property and liability insurers who need to provide fleet insurance to their insureds. Some features of the fleet software: The fleet software allows policies to be added, populated, deleted, copied, rerated, exported, imported and accessed from any online PC. The fleet software is downloaded from the web while the policy data is stored on the web for easy access from any PC. Policy data can be placed on secured-access external servers or can be customized to be placed on the insurer's intranet. The fleet software can be customized and integrated in the insurer's policy management system. The fleet software calculates the manual premium and the fleet-rated premium.Starting Price: $1000.00/month -
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Allianz Cyber Protect
Allianz Global Corporate & Specialty
Allianz Cyber Protect* provides flexible, simple, and broad cover to ensure a company is fully protected in the event of a data breach or a cyber-security incident. It encompasses coverage for the costs typically associated with a cyber-incident and provides access to AGCS expert partners. A broad cyber insurance plan, Allianz Cyber Protect, gives you clear policy wording covering a broad range of risks. The Allianz Cyber Product Suite gives you a high level of cover, subject to a risk review by our risk consultants and cyber underwriters. We work closely with you to carry out a full assessment of your business systems and requirements and to build your bespoke policy. The Allianz Cyber Center of Competence is embedded into AGCS and focuses on Group-wide coordination and alignment of cyber exposures and underwriting in the corporate and commercial insurance segment. -
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TrackMyVendor
TrackMyVendor
TrackMyVendor is a cloud-based vendor compliance management platform designed to help small to mid-sized organizations streamline how they track contractor documentation and regulatory compliance. With an intuitive interface and automated alerts, TrackMyVendor replaces spreadsheets and manual email follow-ups for license verification, insurance certificate (COI) tracking, W-9 collection, and document expiration monitoring. Key features include: Centralized compliance repository for vendor documents Automated expiry alerts for licenses and insurance certificates Customizable compliance checklists Role-based access for compliance officers and operations teams Exportable reports for audits and board reviews Integrations with email and calendar reminders TrackMyVendor is ideal for HOAs, property management companies, construction firms, facilities managers, and small procurement teams that need an affordable, easy-to-deploy solution without complex ERP integration.Starting Price: $39/month -
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Embroker
Embroker
Embroker helps you get cyber liability insurance to cover both first and third-party financial losses resulting from data breaches and other cybercrimes that may compromise sensitive company and customer information. A cyber insurance policy, also referred to as “cyber risk insurance” or “cyber liability insurance” coverage, is a financial product that enables businesses to transfer the costs involved with recovery from a cyber-related security breach or similar events. Typically, the most important aspect of cyber insurance will be network security coverage. This coverage will respond in the event of a network security failure – such as data breaches, malware, ransomware attacks and business account, and email compromises. However, the policy will also respond to liability claims and ancillary expenses of an attack or breach. -
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Cara
Oyster Technologies
Cara by Oyster Technologies, Inc. is a professional, domain-specific AI platform for insurance servicing that helps agencies, brokerages, and MGAs automate workflows and boost growth. Designed as an integrated yet modular system, Cara unifies service, communication, and knowledge management in one intelligent workspace. Its Copilot module acts as a personal assistant for every agent—automating quote comparisons, policy analysis, and bind submissions. The Service module centralizes customer requests and uses AI to summarize emails, phone calls, and generate certificates of insurance. Meanwhile, Communication and Knowledge modules deliver 24/7 voice, email, and portal-based support powered by generative AI and secure document insights. Cara helps teams reclaim over 10 hours per week per agent, improving client satisfaction and operational efficiency across the insurance lifecycle. -
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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
