Alternatives to InsuraCRM
Compare InsuraCRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to InsuraCRM in 2026. Compare features, ratings, user reviews, pricing, and more from InsuraCRM competitors and alternatives in order to make an informed decision for your business.
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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. -
2
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. -
3
AgentMethods
AgentMethods
All-in-One Website Marketing Platform for Insurance Agents. Your new and beautifully designed insurance website, online in minutes. Beautiful websites designed to sell insurance. Use AgentMethods Insurance Email Campaigns to generate new insurance leads, increase referrals, or cross-sell products to your current customers. Agents can create insurance email campaigns easily with our platform. Choose from our library of carefully crafted campaigns, which are all ready to go with images and copy. Then schedule your email delivery.Starting Price: $149.00/month/user -
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i-underwrite
Intelligent Life Technologies Limited
I-underwrite delivers world class auto-underwriting. We offer a comprehensive set of software modules capable of delivering a full, end-to-end insurance sales process online, including needs analysis and quote, e-application, auto-underwriting, digital signature, up-sell or cross sell, offer and acceptance, payment processing, policy issue, reporting and data analytics. Auto-underwriting software The cornerstone of our digital insurance software is our auto-underwriting rules engine. Underwriting rules can be quickly and easily configured to auto-decision life, critical illness, disability, income protection and medical products to meet the specific needs and underwriting philosophy of any insurer. The rules engine is available as a ‘self-contained’ module, which can be integrated into an insurer's hosted environment or provided on a Software - as a Service model. Plug into the i-underwrite U/W engine using any electronic distribution system. -
5
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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Spyglaz
Spyglaz
Get insights on future customer loss ranked by probability of loss, customer value and retention windows – enables early intervention and effective asset retention Get recommendations on specific actions for better customer conversations. Focus your sales resources on those distribution partners that will grow with you in the future. Understand how distribution partners are influencing customer retention, by product line. Focus your upsell and cross-sell efforts on customers that will grow in value over time. Spyglaz brings the focus back to your most valuable assets – your customers and your distribution partners. Using the power of machine learning, we mine behavioral signals and deliver timely insights for accelerated growth. With so much data available to you in your business, it’s difficult to see the opportunities hidden within those thousands and millions of records.Starting Price: $200 per month -
7
Contactability
Contactability
Our goal is to streamline your customer aquisition process and grow your bottom line. We own and generate our traffic from some of most powerful insurance domains available including SmartFinancial.com and UnitedStatesInsurance.com. Here’s how it works. We locate high intent insurance customers while they are shopping online. We then ask them to fill out a 35 question application including details about their current coverage and contact information. The consumer information is then screened and verified by LeadiD/Jornaya, xVerify, RealValidation, and our proprietary human screening process. Pre-qualified prospects are instantly delivered to your agency ready for a quote. We match insurance customers with the best conversion channel and forward collected application information to you via lead, call, or click. -
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Practo Insura
Practo Insura
Practo Insura is a modular P&C insurance platform that supports the full policy, billing and claims lifecycle for carriers, MGAs and reinsurers. The platform helps teams launch new products faster, modernize legacy processes and maintain state-by-state compliance while reducing manual work and operational friction. Core Features/Modules • Policy administration (full lifecycle from issuance to renewal) • Billing & payments (premium billing, collections – describe as implemented) • Claims management (FNOL to settlement in one system) • Rating engine & quote management • Insured / policyholder portal and consumer POS • Agent portal & quote-to-bind tools • Compliance & filing workflows (state expansion, rate/form governance) • Reporting & operational analyticsStarting Price: $50,000/year -
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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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Insurance Analytics Suite
Pentation Analytics
Insurance Analytics Suite offers Business Process Management (BPM) workflows designed for insurance carriers to add value across the customer lifecycle, for personal lines of insurance. It addresses the problem of underinsurance by enabling insurers to sustain customer contracts via intelligent workflows such as retention, cross-sell and claims process. Connect and move data from any source to create an insurance data model with enhanced data quality for analytics. Editable pre-built data flows to ingest the client’s data and to get consolidated data stored from multiple data sources & data types. Drag-and-drop ETL functionality. Support multiple storage technologies. Editable DQ rule definitions. Options to select storage technology. Pentation Analytics is an advanced analytics company focused on the insurance, banking & financial services segments. Based out of Mumbai, India and with presence in the US and the UAE. -
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TIS
Comtec Global
An integrated general insurance software designed for insurance companies processing all personal and commercial lines of business. All TIS modules draw their information from a single instance database and business rules repository. The application supports the entire spectrum of core insurance-related functions including client administration, underwriting, policy and endorsement generation, claims management, co-insurance/reinsurance handling, billing and collection of payments, cash receipts and disbursements, agency and commission management, production processing and management reports - all combined within a multi-company, multi-currency and multi-lingual system. Reinsurance accounting and automated underwriting systems. Insurance Products Generator and rating tool. Policy Administration. Billing and Collection. Claims management software. Agent commission management. -
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Profida
Computer Science Software
PROFIDA® is our flagship software solution aimed at all sectors of the Financial Services and Insurance Industry. For you as an insurer, underwriter, broker or adviser this means specialized functionality and support to achieve high-sophisticated practice management and high-level client service. For our clients with bigger and different operating interests, this means achieving efficiency with high-volume business, cross-selling opportunities, and a holistic managerial overview of all business units. PROFIDA® offers ubiquitous access to your data via an ordinary browser interface from wherever you are. You can use your desktop computer, laptop, iPad, iPhone and Android devices. We support Windows, Apple Mac and Linux. It is the first software platform which is used in both, the life and non-life sector. Thus, making PROFIDA® the ideal software suite for any firm marketing composite financial services products.Starting Price: $1000 per month -
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PX
PX
PX is the world’s first transparent customer acquisition platform, providing a single marketplace for companies to acquire customers from hundreds of vetted and sought-after sources. The company provides solutions for marketers to grow and efficiently scale their customer base, and is active in the Home Services, Financial Services, and Insurance industries. PX is a lead exchange marketplace – a platform used to connect thousands of advertisers and publishers in an open exchange. We process millions of consumer inquiries each month across industries including Financial Services, Insurance, Home Security, Solar, Windows, HVAC, Roofing, Flooring, and Automotive. PX was originally established as part of ReviMedia in 2010 and launched in 2016. Its headquarters are in New York City, with offices in Los Angeles, Amsterdam, Panama City, and Odessa, Ukraine. -
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TBW (The Broker's Workstation)
Rival Insurance Technology
TBW (The Broker's Workstation) Integrated Management System is a true fully integrated SEMCI solution for insurance brokers across Canada. The Broker’s Workstation (TBW) is a fully integrated suite of automation tools designed to support the operations of property and casualty insurance brokers and agents. Built with CSSI's industry-leading, real-time technology, TBW is continuously enhanced to help brokers stay competitive and better serve their customers. TBW integrates the following components within one system, allowing the broker to maximize efficiencies: IntelliQuote Rating and Underwriting. IntelliQuote is a rating, quoting, and underwriting system with Home/Tenant/Condo, Personal Auto, Commercial Auto and Agro. Real-time rating and upload. CSIO application and pink card generation with direct to company upload capabilities. 1,800 Insurance Company/Region/Line rate manual supported. API rating and direct company rating available. -
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INSURA
INSURA
INSURA is an insurance technology partner for the insurance industry to increase their market, giving more facilities for their agent and leveraging the corporate image at the same time. We provide secured web and mobile-based applications that can be accessed anytime and anywhere. As a digital transformation partner to clients, Insura provides services and solutions that are led by business and technology consulting, seamlessly translating strategies into execution. Insurance is a member of Batavianet. Analyze the customer's financial needs based on their risk profile. Making proposals from client gadgets is very easy, anywhere and anytime. Submit new business in real-time, integrated to payment gateway. Agent after Submission will receive the status of the application from Head Office System about their customer application status. New businesses can make comments or feedback about agents e-submission eq. lack of ID document, birth date not readable, etc. -
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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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Hi Marley
Hi Marley
Experience the Hi Marley texting platform, connecting carriers and their partners to the end customer for that moment of truth. For claims, underwriting and policy interactions, Hi Marley has insurance carriers covered! Our integrated, AI-enabled texting solution allows insurance carriers to deliver a seamless and modern communication experience that today’s insureds expect. The Hi Marley platform is solely designed for the insurance industry, offering best-in-class features and functionality aimed to delight end customers. Representatives interact through our web-based application while customers communicate through a simple text conversation — no app download or webpage visit necessary. When selecting Hi Marley, you’re not just choosing a texting platform, you’re investing in your customer’s journey for a better way to experience insurance. Our team comes from deep-rooted insurance backgrounds, solving the problems we know exist. -
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ClaimSuite
Whitespace Software
The Whitespace Platform is the truly digital platform for the global (re)insurance marketplace. Contracts created and processed using Whitespace are made entirely of data. When digital data is used as the vehicle for risk transfer (not Word or PDF documents), the potential benefits of digital transformation of your business become realizable. And the possibilities are endless. Increases in speed, accuracy, availability, and quantity of in-depth data for risk analysis, all provide significant benefits to Brokers and Carriers. Above all, insurers act in the interests their customers, for whom a digital connection can mean real-time access to the risk placement, quicker payments and faster responses on claims. The complete end-to-end process is supported; with Whitespace, brokers and underwriters create risk submissions, collaborate on contracts, communicate via real-time instant messaging, request and provide quotes, bind, sign and endorse (re)insurance contracts digitally. -
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PolicyFlow
PolicyFlow
Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.Starting Price: $70 per user per month -
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SiegeAMS
Siege Technology Solutions
Powerful. Simple. Highly Customizable. A true, powerful CRM based insurance agency management system. A true revenue driver. Automate process workflows and internal and external marketing. Integrate with third party applications. Receive carrier downloads to increase cross-selling and up-selling. Know how your agency is performing with robust analytics capabilities. Accounting, e-signature, human resources, website hosting, E&O protection, marketing campaigns, all included. Preloaded and customizable reports and analytics allow you to get an overall snapshot of the health of your agency as well as dig through the details. Automated and customizable marketing campaigns to nurture leads and market internally to existing clients are just a few of the powerful features. Automate agency processes to streamline and standardize office procedures allowing you to reduce agency E&O exposures. Keep track of employee information and documents, employee and agency licenses, etc. -
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ManageMy
ManageMy
ManageMy is a digital insurance platform designed to help insurance carriers modernize their operations, customer engagement, and policy workflows without replacing their existing core systems. It acts as a “deep front-end” layer that connects and orchestrates multiple backend systems, such as policy administration, billing, claims management, and third-party tools, into a single unified digital experience for agents, customers, and internal teams. Through this orchestration layer, insurers can centralize data, automate workflows, and create digital customer journeys that span the entire insurance lifecycle, from quoting and purchasing policies to servicing accounts and processing claims. It includes modules that support key insurance functions such as sales enablement, policy servicing, and claims processing. These modules work together to accelerate quoting, improve customer engagement, and reduce operational delays through configurable automation. -
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Zywave CPQ
Zywave
The Industry’s only complete, integrated solution that will transform your quoting and renewal process. Simplify complex and time-consuming processes to unlock the full growth potential of your agency. Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience. Zywave CPQ - Benefits leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals. Simply put, using Zywave CPQ - Benefits allows you to sell and service better than ever – ultimately fueling growth. -
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Applied Rater
Applied Systems
Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting. -
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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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Insuresoft Diamond
Insuresoft
Insuresoft's Diamond is an all-in-one enterprise solution designed for both personal and commercial lines, combining core policy processing, billing, claims, digital engagement, and intelligent data to advance each insurer’s mission. The platform offers real-time, cloud-based rating and underwriting specifically designed for personal and commercial lines of business, seamlessly extending to brokers, agents, consumers, and policyholders. Diamond Billing provides reliability and flexibility, improving operational efficiency and customer satisfaction by eliminating billing errors. The claims administration module empowers professionals to handle claims quickly and efficiently, with integrated coverage verification and third-party integration functionality. The platform includes pre-configured web portal access for agents and policyholders, allowing insurers to decide the extent of information and functionality to extend to users. -
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LeadCloud
LeadCloud
LeadCloud helps insurance carriers and other large advertisers connect instantly to their current and new digital vendors at scale, and more quickly and cheaply than direct. Our platform supports rapid growth of integrated inbound and outbound partners. This includes the buying and selling of leads, calls, clicks, and real time rates. We offer both direct integrations and Marketplace services for centralized contracting and billing. Our standard process includs dedicated Account Management teams, Q/A & Testing teams, and full Tableau based reporting services. Buy and optimize instantly with most of the biggest partners in your vertical. Deliver leads, calls, & clicks to many of the largest Enterprise buyers through one simple integration. Hosted ping tree services, along with custom direct post including both exclusive and shared distribution. -
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Kay
Kay
Kay.ai is an AI-powered operational assistant designed specifically for insurance brokers, agencies, and underwriters to automate tedious back-office workflows and enable higher productivity. It works with your existing systems, including agency-management systems, carrier portals, email, PDFs, and CRMs, to complete tasks such as quoting commercial lines (BOP, GL, auto, property), renewing personal-lines books, generating ACORD forms, issuing certificates of insurance, updating policy records, and entering data across carrier websites. Kay is built to “log in, fill out forms and handle all the tedious data-entry work”, and supports workflows across 100 + carriers and any AMS/CRM without the need for heavy integrations. The platform allows users to delegate repetitive browser-based tasks, document processing, form-entry, and servicing work so that staff can focus on higher-value client interaction. -
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ISMIS
Cover.Net
ISMIS delivers market-leading functionality, out-of-the-box, with the agility to adapt and add enhanced features. Our UK based expert Chartered Insurance Institute and Microsoft qualified Insurance Technologists are here to advise and support you from planning right through to implementation and ongoing support. Designed for MGAs and insurers, our fully hosted, web-based platform ISMIS has been built with scalability in mind enabling incredible speed-to-market. With ISMIS you can sell and administer your products through your broker network, directly to the client or via integration with aggregators and comparative broker platforms. Full point-of-sale functionality to quote, transact and produce high quality PDF policy documentation for new business, mid-term adjustments, cancellations and renewals across a range of product types and business lines. -
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INSILLION
INSILLION
Insurance Software for Carriers & MGAs. Fast-track product launches, drive speed in underwriting and distribution connectivity. Enabling faster product launches, underwriting, and distribution connectivity for insurance carriers and MGAs worldwide. -
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RiskMatch
Vertafore
With over $130B of in-force premium, RiskMatch is the most comprehensive data and analytics platform that provides agencies and brokerages with actionable insights to grow their business. It supplies better recommendations, identifies specific revenue opportunities, and informs executive decisions resulting in increased growth and better relationships with customers and carriers. You're sitting on a treasure trove of data, but without the right tools you might as well be mining in the dark. Find out how RiskMatch can unlock your data, today. Agencies and brokers using RiskMatch have answers to these questions, they average 7% higher renewals and cross-sell 1.4 more products per customer. Analytics in Your Inbox gives producers and account managers valuable insights into renewal information, commission insights, and cross-sell opportunities. See your entire business in one place, in real-time, by office, producer, product, industry, insurer and premium band. -
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Phoenix
Anodas Software
The insurance Policy Administration System from Anodas Software Limited. Phoenix is a tailored and scalable software solution for Insurers, Underwriters, Brokers, Managing General Agents (MGAs) and Claims Managers. An adaptable, feature-rich, modular platform to manage all key insurance business processes. Suitable for P & C and General Insurance, Phoenix also supports multiple territories, languages, currencies, taxation and regulatory requirements. Search facilities allow clients, policies or claims to be identified using minimal matching criteria, including pattern and wildcard searches. Search facilities allow clients, policies or claims to be identified using minimal matching criteria, including pattern and wildcard searches. Direct access can be obtained via the client, broker, policy or claim reference. All client details, including lifestyle and marketing information, can be used within the policy rating.Starting Price: $50000.00/one-time -
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LexisNexis Attract
LexisNexis
LexisNexis® Attract™ scores help insurance carriers conveniently and accurately classify insureds and applicants according to their risk potential, leading to improved underwriting. LexisNexis® Attract™ scores help insurance carriers conveniently and accurately classify insureds and applicants according to their risk potential, leading to improved underwriting. Now, with Attract™ 5.0, carriers have access to our most predictive models yet. For more than two decades, LexisNexis Risk Solutions has helped improve rating, pricing, and underwriting decisions for the insurance business. These solutions span the home, auto, and commercial markets. Superior loss predictability, regulatory, compliance, and easy implementation that improves business outcomes remain core to the Attract™ suite of scores. The next generation, AttractTM 5.0 solution provides carriers the ability to make even better use of consumer credit information to improve underwriting efficiency further. -
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Rhoads
Rhoads
Rhoads knows overcoming compliance complexities is essential to keep producers selling and keeping your business moving. Our software solutions and add-on services empower carriers, brokers, and agencies to streamline and automate your most demanding and difficult work. Top-performing carriers and brokers-from organizations with 100,000+ producers to those with only a few-trust our software solution to boost efficiency, lower costs, reduce compliance risk, and drive revenue. Resolves producer compliance concerns. Provides intuitive and seamless data access that can empower your enterprise. Offers easy implementation that’s configurable for your needs. Integrates fully with your existing tech stack. Automates 99% of licensing and appointment compliance in every state. Rhoads is a technology transformation company that provides automated compliance systems and services to the insurance industry. Rhoads is the leading provider of insurance compliance management solutions. -
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Insurance Data Network
Shift Technology
The Insurance Data Network (IDN) is an innovative cross-carrier data exchange that provides insurers with real-time insights to enhance fraud and risk prevention across the claims lifecycle, resulting in improved operational efficiency and reduced losses. By facilitating cross-carrier visibility, IDN enables insurers to spot patterns and trends across multiple carriers, offering a comprehensive view of fraudulent activities and claims behavior, thus enhancing informed decision-making and effective risk mitigation. Leveraging AI-driven data mapping and entity resolution, IDN delivers highly accurate, actionable insights seamlessly integrated into insurers' workflows. It automates the transformation of data into actionable intelligence, eliminating the need for manual analysis and streamlining decision-making processes. Importantly, IDN ensures that insurers and their customers retain complete ownership and control over their data, providing full visibility into its usage. -
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NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. -
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MediaAlpha
MediaAlpha
Efficient, scalable customer acquisition solutions for the insurance industry and other verticals, powered by technology and data science. MediaAlpha provides customer acquisition solutions designed to reach consumers shopping within high-consideration categories such as property & casualty insurance, health and life insurance, personal finance, travel, education, and more. Whether you’re looking to generate demand or get the most from the shoppers that come to you, we can help you maximize the value of every consumer interaction. Instead of acquiring customers from a black box, get the visibility you need to target and price prospects based on the value they bring. With the transparency we provide, you’ll have the data and tools to align your customer acquisition costs relative to customer lifetime value with an unmatched level of granularity. The volume you need to drive meaningful business results. Precise targeting capabilities that connect you with the right prospects. -
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EvolveNXT
EvolveNXT
Whether you are a health insurance carrier or any other broker commissions-centered business, EvolveNXT’s platform offers the ability to customize a suite of solutions to effectively streamline your sales performance and day-to-day management of complex business processes. We’ve spent more that a decade working with premier insurance carriers and developing a solution to handle the complex needs of highly competitive and regulated carrier markets. Our compliance-based solution will enable you to increase your organization’s sales channel efficiency while achieving sustainable enrollment growth. The most complex and highly regulated commissions are paid to Medicare brokers. Utilize EvolveNXT to manage and automate your Medicare compensation while keeping CMS compliance. Our commission's management software for insurance carriers improves operational efficiency while enabling teams to reach optimal sales performance. -
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Agency Revolution Fuse
Agency Revolution
Unlock your agency management system to attract customers who stay longer and buy more policies. Enhance your customers' experience, streamline operations, and save time with insurance marketing automation! With the right tools to automate your communications, you can effectively build agency relationships at scale without losing that personal touch. Fuse™ seamlessly integrates with the most popular agency management systems to create the ultimate insurance marketing machine. Build stronger relationships by delivering important information when it's needed most. Send a timely text message to customers in the storm's path. Remind them you’re a call away when they file a claim. Share information about where to go when you know evacuations have been ordered. Building customer relationships that last requires trust––earn it by investing in an automated marketing solution to send the right message at the right time. -
39
mPACS
Mandon Software
mPACS by Mandon Software is a specialist insurance software solution purpose-built for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. Robust, feature-rich, and flexible, mPACS provides a complete solution for managing quotations, policies, and claims. Available on-premises or in the cloud, mPACS offers a rich set of features for documenting, rating, quoting, renewing, claiming, marketing, interfacing, auditing, and more. -
40
Brisc AI
Brisc AI
Brisc is an advanced agentic AI insurance software designed to improve productivity, simplify workflows, and support better decisions for insurance teams by automating complex operational tasks within carriers, managing general agents (MGAs), reinsurers, and brokers. Its suite of specialized AI agents acts as digital workers that autonomously execute tasks like reconciling bordereaux with bank statements, extracting and validating submissions and claims data, and triaging submissions based on underwriting criteria while working within existing business rules and workflows. Brisc’s natural language AI interface and command center, Brisc Insights, let users ask questions, access insights instantly, and interact with agents to refine workflows, generate reports, and automate repetitive processes. Built on a secure AI backbone that centralizes data, retains context, and continuously learns, the platform uses specialized tools to read, understand, and act on complex insurance documents. -
41
raterSpot
raterSpot
Achieve Immutable Transparency for your product without needing to learn blockchain. We make it easy for insurance agents, and their development teams to get up and running. Leveraging our platform will allow you to easily scale your brand through your own offering. raterSpot is the only end to end insurance underwriting, rating and distribution platform built upon a matured micro-service platform. We enable insurance carriers and program managers unprecedented control and timelines for disseminating programs to retail and wholesale brokers at a fraction of the cost of current systems. Keep your appointments, commissions, and customers and lean on us for the technology. Sanitize and Validate with Big Data. Embed Raters Directly On Your Site. Live Chat Directly With Underwriters. Bind Online With Customer Portal. A blockchain-enabled, end-to-end insurance platform bringing value to every segment of the industry.Starting Price: $99.00/month -
42
Claims Software
Claim Ruler
A new and smarter way to process and settle claims. Modern, end-to-end solutions to settle claims for all lines of property, liability, and workers’ compensation insurance. ClaimRuler™ is a cloud-based claims management system designed specifically for I/A firms and Third-Party Administrators, CAT Adjusters, Insurance Carriers, Self-Insureds, and Municipalities. The platform supports end-to-end claims processing with built-in guided workflows, robust reporting capabilities, and a fully automated diary system to streamline the settlement of claims. ClaimRuler™ was purposefully built to service the needs of real people in the industry. Its functional and intuitive approach to design makes working with forms, lists, documents, and photos a simpler and more natural experience. From I/A firms, TPAs, and insurance carriers to municipalities and self-insured corporations, ClaimRuler™ adapts and scales along with your organization. -
43
Kayna
Kayna Innovation
Enhance customer loyalty by optimizing SMB data to provide tailored, relevant insurance solutions that adapt to business changes. Unlock ongoing innovation by launching market-ready products through world-class technology backed by established insurers/carriers and brokers with specialist expertise across all insurance disciplines. SMBs get personalized cover, pre-filled forms, real-time updates, and transparent, efficient claims management on their platform. Policy review is dynamic, changing as the business changes – automatically. Kayna leverages each SMBs unique data to facilitate and automate right-sized Insurance protection. Kayna supports SMB activity through the life of the policy and provides insurance-related notifications, alerts, and claims process status updates on the platform. -
44
Lucep
Lucep
Increase sales from digital marketing and social media by connecting leads to sales agents instantly. Find out how to digitally transform your distribution channels. Used by the world's top automotive brands and dealerships, insurers, real estate companies, digital marketing agencies and thousands of small businesses for lead capture, tracking, gamification, and increasing conversions. Engage customers on Facebook, your website, email and other digital channels, and move them to the phone to increase conversions.Starting Price: $10.00/month/user -
45
OPUS
OMNIX Software Solutions
As an insurance intermediary, you are probably familiar with the established client administration systems; they offer a wide range of built-in features and functionality, many of which are rarely required by some brokers. Many of these systems have evolved over 30 years and have been adapted, as far as they can be, to handle the 'new technology of the 21st century. The insurance business has changed out of all recognition during that time and the back-office system requirements of most insurance brokers have similarly moved on. Specialist intermediaries, perhaps with broker-to-broker facilities, self-issue delegated underwriting authority - from a system point of view, place enormous demands on the scope and flexibility of a broker's administration system. It was with these types of specialist brokers, MGA's, intermediaries and niche insurers in mind that OPUS was created. OPUS is designed for staff who are familiar with the main web browsers. -
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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 -
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Vertafore AIM
Vertafore
Specialized and hard-to-write risks are the foundation of any MGA, MGU, or wholesale broker’s business. Designed specifically for Managing General Agents and Managing General Underwriters, AIM centralizes your underwriting, accounting, and claims operations for a more efficient and profitable insurance business. AIM brings an intuitive solution to unique processes and transactions, functionality that eliminates duplicate data entry, real-time reporting capabilities, and integrations with industry partners. Spend less time on operations with the ability to clear, quote, bind, and invoice from a single system. Verify that invoicing, taxes, and fees are correct—so you know what commissions to expect. Simplify operations with the ability to create, track, and pay claims while monitoring for fraud. -
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EIS Suite
EIS
EIS provides a cloud-native, API-first, digital insurance SaaS platform that enables ambitious insurers to innovate like a tech company. Their platform supports all lines of business, including group benefits, property and casualty, protection, and life and annuities. EIS's open, event-driven, and real-time-responsive architecture offers agility and efficiency, allowing insurers to accelerate and scale innovation, launch products faster, deliver new revenue channels, and create customer-centric insurance experiences. The platform includes core systems such as PolicyCore for policy administration, BillingCore for billing management, ClaimCore for claims management, and CustomerCore for customer-centric management. These components can be used individually or as a unified suite, providing end-to-end support for the full insurance lifecycle, including policy administration, underwriting, claims, billing, and customer management. -
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nTireLeads
SunSmart Technologies
nTireLeads can collate leads from multiple channels including web leads, SMS leads, database leads, walk-in leads, enterprise-wide leads, cross-sell, up-sell leads, referral leads and allocation happens based on the channel & product using the workflow management system. You can configure the lead allocated to the call center or to any defined user roles. nTireLeads is accessible with your tablets, iPads, smart phones, laptops, desktops irrespective of their configurations / operating systems. Further, nTireLeads is certified to work across all browsers including IE, Chrome, Opera, Firefox, Default Mobile Browser etc. nTireLeads is designed with best practices & controls which will result in reduced operational cost, improved response levels and increased sales for the enterprise. -
50
Vitaminise
Vitaminise
Vitaminise is a next-gen CX automation software consisting of five products developed by DICEUS for insurance companies. It is suitable for insurance companies with multiple insurance products, including health, car, and P&C insurance. Vitaminise helps insurers increase customer engagement and automate policy purchase and claim submission processes by implementing a Mobile App, Chatbot, and Portal. To get valuable insights into customer behavior and feedback and track important customer, claims, and financial data, Vitaminise offers a Customer Feedback Tool and Data Analytics, respectively. All Vitaminise products can be implemented as a unified omnichannel system to deliver the most business value.Starting Price: On request
