Alternatives to COI Pro
Compare COI Pro alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to COI Pro in 2026. Compare features, ratings, user reviews, pricing, and more from COI Pro competitors and alternatives in order to make an informed decision for your business.
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tigerlab
tigerlab
tigerlab positions itself as a leading provider of insurance software solutions and embedded insurance, empowering customers to deploy and adapt applications efficiently. With over a decade of experience, tigerlab focuses on enhancing business value and delivering breakthrough results to clients. Our configurable, API-driven, and intuitive insurance software solution is designed to enable you to deliver a superior end-to-end digital experience to customers and system users. Discover first-hand why our insurance platform is the perfect solution for an end-to-end digital insurance experience. Click the demo button to see the platform in action. -
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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. -
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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. -
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Guidewire ClaimCenter
Guidewire Software
Guidewire ClaimCenter is a leading claims management system designed to streamline the entire claims lifecycle for property and casualty (P&C) insurers. It offers comprehensive functionality from initial claim intake to resolution, enabling insurers to process claims efficiently and accurately. Key features include automated workflows, embedded analytics, integrated fraud detection, and real-time performance monitoring, all of which enhance operational efficiency and improve customer satisfaction. ClaimCenter supports various lines of insurance, including personal, commercial, and workers' compensation, and can be deployed as a standalone solution or as part of the Guidewire InsuranceSuite. By leveraging ClaimCenter, insurers can accelerate claims processing, make data-driven decisions, and adapt to evolving market demands. -
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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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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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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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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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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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C2COI
C2COI
C2COI is a user-friendly, cloud-based certificate of insurance management and tracking system. Manage your COIs confidently and help ensure insurance coverage continuity among professionals. Our dashboard allows you to view all of your business partners' important COI information at a glance. Search for all your partner policies either by date or policy type and access a list of all partner certificates and expiration dates. Remain audit-ready at all times. C2COI tracks all of your partners' policies and will notify you and your business partners when policies are coming up on their expiration date. C2COI manages and tracks certificates of insurance across multiple industries; from contractors to property managers, insurance agents, and risk compliance managers. Automating certificate of insurance tracking saves time and money. Staff and management time and cost savings especially during annual policy audits. -
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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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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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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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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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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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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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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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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. -
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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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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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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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NowCerts
NowCerts
NowCerts is a secure, intelligent, and intuitive agency management system (AMS) cloud-based that features self-serve certificates, commissions tracking, and automate updates of policy information from carrier databases. Hosted in a secure server environment, NowCerts is intelligently designed and engineered to include a number of artificial intelligence features that help increase Agency IQ. Other key features include ACORD forms, task manager, invoices and receipts, email synchronization, loss runs, endorsements, permissions and reminders, and more.Starting Price: $49.00/month -
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BriteCore
BriteCore
BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility. The BriteCore Platform enables insurers to seamlessly manage policies, billing, and claims; rapidly configure new products; and access comprehensive reporting and analytics—all within a unified core insurance system that includes user-friendly portals for agents and policyholders. Trusted by over 100 insurers across North America, BriteCore’s policy administration system empowers mid-size carriers and fast-growing MGAs to streamline their operations and confidently compete with the industry's largest providers. For more information, visit britecore.com. -
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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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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. -
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Evident
Evident ID
Transform your approach to managing critical partners with our advanced TPRM platform. Our solution goes beyond traditional risk management by seamlessly integrating the evaluation of suppliers, vendors, and customers into a unified, automated system. By leveraging a vast network of verified businesses and collecting and monitoring thousands of data points, we enable you to focus on what truly matters—proactive and strategic risk management for your most crucial relationships. -
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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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BrokerEdge
Damco Solutions
BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to automate and simplify day-to-day workflows like customer database maintenance, lead tracking, policy updating, and more. Apart from modules for automated marketing, lead management, commission tracking, and policy administration, the leading insurance broker software also boasts a cutting-edge customer service portal and mobile application to offer unmatched scalability and flexibility. The capabilities offered by BrokerEdge will not just drive the bottom line but also remove bottlenecks and ensure seamless workflows. -
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Oracle's Digital Insurance Platform empowers insurance providers to deliver innovative solutions and exceptional digital customer experiences. This comprehensive insurance management system streamlines operations from sales channels to back-office processes, enabling rapid deployment of new offerings and seamless implementation of necessary changes. With real-time analytics, insurers gain valuable insights into their business, facilitating informed decision-making. The platform supports both individual and group life and annuity insurance, consolidating underwriting, policy processing, billing, and claims into a single, efficient system. Health insurers benefit from simplified enrollments, premium billing, and claims adjudication, enhancing member satisfaction through transparent and personalized services. Additionally, the platform accelerates the bancassurance lifecycle by providing real-time connectivity between banks and insurers, ensuring speed, consistency, and reliability.
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InsuraSphere
IDP
InsuraSphere is a full suite of products and solutions that grows with your business. InsuraSphere is the complete suite of products designed by insurance people, for insurance people. Keep track of essential information across your business, like policies, quotes, claims, agents, and more — all in one place. Streamline your processes by using InsuraSphere’s integrated policy form management system. Give your stakeholders access to the information and workflows they need with agent and insured portals. Grant agents the ability to rate, quote, and issue their own policies based on your company’s business rules and role-based permissions. Customize your company workflows by added third-party integrations. InsuraSphere is designed for the evolving needs of carriers and agents. Whether you’re just starting, moving from a legacy system or want to bring your policy admin into one single product, InsuraSphere is designed to grow with your business. -
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Qover
Qover
Easily integrate insurance into your digital experiences in just days, through one simple API and commercial agreement. Our modular tech layer complements both new and existing insurance programs. We support you with flexible technology that supports any insurer, whether you choose from our trusted network of risk carriers or stick with your own. Easily add insurance in any line of business, wherever you operate. Qover is licensed to distribute digital insurance products in 32 countries across Europe, so we can easily work with your current insurance offering or co-create a new product that suits you and your users. We treat your customers as our own. It's your UX, but our fast digital claims handling, quick payouts and multilingual support (with reported 90% satisfaction). We provide a transparent performance dashboard to help you make data-driven decisions about your program. Our experts are here to collaborate and advise to help drive more revenue and value for your business. -
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IBSuite
Insurance Business Applications
IBSuite facilitates the full lifecycle of insurance, from quote to bind as well as end-2-end policy administration, efficient claims handling, and billing, allowing customers to run a full-fledged insurance business as well as the ability to bring new customer journeys and digital business models to the market; quickly and cost-efficiently. Experience a personalized consultation with our insurance technology experts. Let’s delve into your unique challenges, explore opportunities, and strategize how IBSuite can empower your insurance business for growth and success. IBSuite streamlines the sales process and enhances decision-making through real-time data and analytics as well as external integrations. It enables insurers to adapt quickly to changing market conditions and maintain compliance with regulatory standards. With IBSuite you get true multi-channel capabilities and customer-centric design of new products and channels, supporting direct sales, sub-agencies, and white labels. -
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MediConCen
MediConCen
The ultimate insurance claim automation solution powered by patented blockchain technology. Claims are the moment of truth for all insurance, and with our solutions, everything has been craftily designed to automate insurance claims for insured and insurers with unbeatable accuracy and speed, from claim estimation before a claim occurs, to making the right claim decision and settling the payments. MediConCen is a leading insurance technology that automates insurance claims and makes insurance usable for insurance companies, medical networks, and clinics using Hyperledger Fabric blockchain. We empower claim assessors with powerful AI models and expert knowledge decision rule engines so that fraud and abuse can be spotted instantly and clean cases can be approved right away for consistently perfect claim cost management and unbeatable efficiency. Be in the know with powerful claim analytics that simply work for underwriting and product development. -
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eOxegen
eOxegen
eOxegen is an AI-powered claims management system designed to streamline and enhance the efficiency of health insurance operations. Automating claims processing through a Straight Through Process (STP), reduces manual intervention, leading to faster claim settlements and improved accuracy. It incorporates advanced fraud detection capabilities, utilizing AI algorithms to identify and flag potentially fraudulent activities early in the process. Additionally, eOxegen offers features such as provider contracting and empanelment, pre-authorization management and adjudication, and robust reporting with business intelligence analytics dashboards. Its AI-driven workflow automation ensures consistent task completion, minimizes repetitive activities, and enhances overall productivity. By integrating these functionalities, eOxegen empowers insurance companies and third-party administrators to optimize their claims management processes, and reduce operational costs. -
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ISI Enterprise
Insurance Systems
Insurance Systems Inc. (ISI) was founded in 1997 when Terry Neilson recognized a need for modern IT solutions to change the way insurers operate and interact with their insureds and stakeholders. On that premise, ISI began to build and implement custom software solutions for Property & Casualty insurers but as our organization grew, and the insurance industry evolved, so did insurers technology needs. For insurers to remain competitive, they required advanced graphical user interfaces (GUI) with the flexibility to implement new products and business changes through configuration, not software development. In 2010, we first introduced ISI Enterprise, a truly end-to-end solution that is flexible, configurable and scalable for all P&C insurers. Since its initial rollout, our team of business analysts, architects and quality assurance analysts have continued to design and implement new features on its advanced architecture to meet the ever-changing marketplace. -
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AdvantageGo
AdvantageGo
AdvantageGo helps insurance companies to look from an increasingly precarious future back to today. The difference is clarity. And profit. By bringing the future more efficiently and effectively into the present, we position insurers´ profits at the heart of their business - today, not tomorrow. Our pioneering platform and 25 years of experience mean AdvantageGo offers insurers the IT agility they need to create an intelligent digital strategy. ENTERPRISE SCALE UNDERWRITING Maximise risk mitigation – Improve Underwriter decision making with AdvantageGo’s intelligent underwriting workbench that creates clarity and insight from the analytics locked in your data. At the point of underwriting new business and policy renewals, our modular workbench provides relevant and specific internal and external data for a more informed view of risk that supports the Underwriters’ decision-making. -
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WaterStreet System
WaterStreet Company
WaterStreet’s P&C insurance platform and policy administration services help your company do more. The WaterStreet services suite offers insurance business process outsourcing & extends a high-quality customer experience with sophisticated technology and processes. Better visibility and engagement with policyholders will better enable your agents to identify cross-selling opportunities and proactively assist customers when they need you most. Process automation and real-time document and data access ensure fast and deliver timely and accurate data for accountability and visibility. The WaterStreet P&C Insurance Suite pulls together all your data and processes eliminating the need to maintain multiple software systems for your business. Perfect example of great customer service between client and agent and agent to insurance company! -
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Five Sigma
Five Sigma
Five Sigma set out on a mission to allow claims organizations to innovate. With the set of claims management tools and unique platform, Five Sigma's suite is what Insurers need to bring their claims operation to the rapidly changing world. With our suite of Claims-First Cloud-Native and User-Centric products, we enable adjusters to handle claims better and faster. With Automating administrative tasks, Adjusters can focus on making the right decisions, while the system takes care of everything else. Clive™ by Five Sigma is the industry's first AI-powered claims adjuster, transforming how claims are processed by insurers, MGAs, and TPAs. Leveraging advanced AI and automation, Clive streamlines the entire claims lifecycle, from FNOL (First Notice of Loss) through to settlement. The AI agent enhances claims handling efficiency, accuracy, and cost reduction by automating tasks. -
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Nirvana
Nirvana
We work with private insurance clients to get your therapy sessions covered, every time. Navigating mental health billing and your health insurance plan shouldn’t feel like wandering in the dark. From eligibility to reimbursement, Nirvana makes the insurance process seamless for you and your therapist, so you can save time, headaches, and get paid faster. Instead of spending hours on the phone with insurance trying to figure out what you’re covered for, get a clear understanding of your coverage as soon as you sign up. From eligibility to reimbursement, Nirvana makes the insurance process seamless for you and your client. Seamlessly monitor the lifecycle of your claims with the ability to track submission, processing, and adjudication. Filter between sessions and date ranges to get an in-depth understanding of reimbursement amounts for your sessions.Starting Price: $129 per therapist per month -
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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. -
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Dyad’s Nexsure Insurance Platform is a single, sophisticated, and scalable platform that supports all players in insurance distribution. Nexsure integrates, streamlines, and coordinates processes, driving up business efficiencies and performance. Built-in integrations eliminate manual entry, and with a powerful dashboard that delivers real-time alerts and essential information, your team will be able to work more efficiently and effectively. Our platform automates routine processes and communications to help you enhance relationships and devote time to more complex tasks. Nexsure’s workflows allow you to interact with your clients and distribution partners with ease, process business efficiently, and communicate with external platforms through integrations that eliminate redundant entry and administrative overhead... Visit our website to learn more.
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Terra
Terra
Antiquated on-premise systems are a liability. Streamline your claims operations and improve efficiency with Terra's Automation, Integration, and Intelligence. Terra's products include Claims Management, Policy Management, Benchmark, and an Ancillary Services Marketplace. Manage risk with Automation, Cloud-Native, Integration, and Intelligence! Terra is a Cloud-Native Risk Management Information System for Property & Casualty Insurance. -
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Insurium
Insurium
A unified solution providing a 360º view of the P&C insurance process lifecycle. Generate premium and save time with a powerful rules-based, multi-state underwriting module that automates the collection of information and the creation of quotes, endorsements, cancellations, audits, and renewals. Reduce combined ratios with a modern and streamlined approach to the claims adjudication process that is both intuitive and collaborative. Increase new business by making it easy to exchange information with brokers. From streamlining and standardizing the intake of information to providing brokers access to the information they need anytime. Control what submissions your underwriters are focusing on. Drive customer satisfaction and retention by providing your policy holders self-service access to policy information, claims intake and review, online bill pay and more. You decide what portal features to provide your customers for the best user experience. -
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Wisedocs
Wisedocs
Wisedocs' document processing platform features enable insurance companies, independent medical evaluation firms, and legal entities to process claims with more speed, accuracy, and efficiency. Automatic organized medical records by date, service provider, title, and category. Automatic page duplication saving up to 30% of your time and money processing extra pages. The administrative hurdles with medical record reviews and sorting can be a challenge. Wisedocs has made automating medical record reviews a breeze for insurance, legal, and medical firms. Wisedocs will create an organized medical record index with insights based on your custom needs. Get important insights and easily searchable and indexible records pulled from the medical record review and intelligent summary. -
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KGiSL n-sure
KGiSL
NSURE is the first ever AI-powered comprehensive and modern insurance management system designed for core operations, policy administration, claims administration, and operational automation for both Life and Non-Life insurance businesses. This fully integrated, web-based application enables customers and agents to generate policies online while leveraging automation to enhance business performance, efficiency, and productivity through digital solutions. -
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AI Insurance
AI Insurance
AI Insurance is a modern, cloud-based, AI-powered insurance management platform designed to streamline and automate workflows for program managers, captives, third-party administrators, and risk retention groups. The platform consolidates various functions into a single interface, including claims management, financials, digital portals, and application processes, premium billing, policy issuance and signature, rating engine, and data management. Key features include AI-backed automation for tasks such as invoice auditing, where defense counsel invoices are parsed and audited against guidelines to prevent unauthorized legal fees, and application parsing, which extracts data from received applications to populate forms automatically. Additionally, the platform offers indemnity prediction capabilities, claiming to be 25% more accurate than adjusters after a year of usage, providing cost predictions and recommendations for claims.Starting Price: $1,089 per year -
47
ClickClaims
E-Claim.com
ClickClaims is ideally suited for small to mid-size property and casualty insurance carriers, independent claims adjusting firms, and third party administrators who need the advanced technologies that drive a competitive market. ClickClaims SaaS model allows for rapid deployment, unlimited scalability, performance, security and versatility that legacy systems cannot match, at a fraction of the cost. Built to evolve as technologies emerge, your investment appreciates over time. -
48
SchemeServe
SchemeServe
The leading insurance software platform. SchemeServe rates and underwrites with speed and accuracy, on the most complex schemes. We deliver a responsive service to your customers. Accelerate your business' growth. SchemeServe is agile and reactive, and can adapt to market changes instantly rather than waiting weeks. Rapid delivery of products to market. Customer focused technology. Our features enables you to give customers a seamless digital journey to buy insurance. Less hassle. We'll support you to take control of your business' growth. Build your own products. SchemeServe is easy-to-use and intuitive, with technical. At SchemeServe we know that every second on downtime is potential lost revenue, that's why we make it a priority to ensure that you can keep trading. At SchemeServe, uptime is a priority. Follow and subscribe to our uptime metrics online. Get in contact and let us show you how you can accelerate your insurance business with SchemeServe.Starting Price: £1250/month -
49
Docsumo
Docsumo
Document AI software with Intelligent OCR technology helps you convert unstructured documents such as pay stubs, invoices and bank statements to actionable data. Works with documents in any format with minimal setup. Extract totals, invoice numbers, payment terms, and more from multiple invoices in just a few clicks. Categorize table line items and get calculated attributes to automate decisions. Review captured data with human-in-the-loop tool & validate with external APIs or database. We use enterprise-grade security to ensure that your data is secure. You have complete control of your data processed through Docsumo. 50% less operational cost with automated rent roll processing. Onboard customers in real-time with quick and accurate logistics document processing. Verify tax return details in real-time with intelligent OCR API. Error-free data extraction from Energy & Utility bills.Starting Price: $25 per month -
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Crunchwork
Codafication
Crunchwork is for insurers who want to gain a competitive edge with a fast, customer-centric claims process. Crunchwork is a cloud-based insurance claim management software that has everything you and your supply chain need to triage, process, and complete claims. In one platform. It’s the simpler way to transform your entire claim lifecycle. Unlike typical claim management platforms, Crunchwork is both flexible and powerful enough to operate your entire business however you work best.
