Alternatives to Ivans eServicing
Compare Ivans eServicing alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Ivans eServicing in 2026. Compare features, ratings, user reviews, pricing, and more from Ivans eServicing competitors and alternatives in order to make an informed decision for your business.
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Macaw AMS
Nest Innovative Solutions
Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day. -
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Verity
VRC Insurance Systems
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.Starting Price: $150/user/month -
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Ivans Download
Ivans
Ivans Download™ automates the exchange of individual information requests via a single end-to-end application that provides you connectivity to your agency distribution channel. That means the most up-to-date information is available from underwriting through to servicing where your retail agency partners need it, directly in their management systems. Work in a single, open exchange to eliminate time and expense managing multiple connectivity solutions. Ivans Download helps you and your retail agency partners to stay organized and get updated policy information and documents in real-time. Spend less time processing individual, one-off retail agent requests and reduce costs spent printing and mailing paperwork. With Ivans Download, you can trade time spent on paperwork, support calls, and emails for tasks focused on increasing profits and building the best relationships instead. -
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Ivans Distribution Platform is the solution that makes accessing your agency distribution channel easier, so you can market, quote, and bind more of the right commercial lines business. Plug into the largest network of retail agencies and technology partners to grow in-appetite submissions and expand into new distribution channels. By removing complexity from sales and distribution, Ivans Distribution Platform makes business more profitable for both you and your retail agency partners. Eliminate the need for one-off connections to manage and maintain commercial line point solutions. Save time and expenses by letting us do the work. Simply plug into Ivans Distribution Platform once to connect with every agency partner in our network. By providing agents with appetite information the moment they need to place their commercial risks, you will be able to receive more in-appetite submissions and improve your win-loss ratio.
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Ivans Exchange
Ivans
Ivans Exchange lets you manage all of your agency download requests in one spot. Plus, use the application’s data-driven insights to evaluate current agency adoption and develop a game plan for optimizing future download connection opportunities. In addition to immediate time savings, Ivans Exchange helps you strengthen relationships with your agency partners and make better business decisions to drive growth. Give the timely, exceptional service that your agency partners are looking for. Ivans Exchange is a quick way to save time for both you and your industry partners, removing friction from your relationships and making the industry better along the way. Let data help you make the best decisions for your business. Ivans Exchange provides you with data insights on agency feedback and download quality that will help you build a roadmap to better connect with the lines that agents are demanding the most. -
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Ask Kodiak
Ivans
Finding and marketing to the right agents doesn’t have to be difficult, expensive and inefficient. Quickly automate appetite communication to more effectively market products. Ask Kodiak is an exceedingly simple way you to share risk appetite with agents & brokers. Market product details directly at the exact moment agents are searching for the right markets to submit new and renewal business. Convey your latest appetite and market your product details precisely at the moment agents are searching. Real-time visibility into search trends, product market opportunities, and your own product performance help you make informed decisions about how to better design and market your commercial insurance products. Aligning on each specific risk results is a win, win. With the ability to present the best coverage to their clients, agents keep your business top of mind. IVANS is ready to provide your business the advanced insurance software and solutions to digitally distribute products. -
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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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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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Diamond Billing
Insuresoft
Insuresoft's Diamond Billing solution is designed to provide insurers with accurate, real-time data and self-service capabilities for agents and policyholders. It allows agents to manage their business and policyholders to oversee their coverage at their convenience. The system automates routine tasks, ensuring they are managed appropriately, and accommodates real-time pay plan changes across multiple payment options. It efficiently handles tasks such as non-paid cancellations and reinstatements, optimizing service efforts and enhancing policyholder satisfaction. The configurable design satisfies the distinct needs of agents and policyholders, enabling the implementation of pay plans that work for clients and allowing real-time pay plan changes mid-term, giving clients control over their payment options. Diamond Billing offers a variety of payment methods, including mobile, web, credit card, EFT, checks, or cash. -
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Ivans Bookroll
Ivans
Ivans Bookroll allows you to easily request, receive, and evaluate agencies' personal or commercial book of business data regardless of the agency management system. You will also be able to quickly enter new markets, diversify your business, and build stronger agent relationships. Diversify your book of business and expand agency relationships. With Ivans Bookroll, you can collaborate more effectively and grow with your agency partners. Spend less time manually processing files and visiting individual agencies to assess books of business. Manage the entire process via a single interface, from requests to review, acceptance, and submission of data. Remove the possibility of errors and omissions by eliminating re-keying. You’ll also reduce turnaround time for analysis and quotes and gain peace of mind with this automated, secure, and accurate way to gather and share book roll information. -
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BindExpress Suite
SpeedBuilder Systems
At SpeedBuilder Systems, our commitment is to develop software products that enable you and your customers to conduct business easier and faster. Whether you’re an insurance agent or the insured entity, our BindExpress Suite package is an end-to-end policy administration system that delivers exceptional ease of use, quick alterations, and superior results for personal and commercial insurance lines. From policy administration to claims processing to billing and premium accounting, this is the technology that will keep you miles ahead of the competition. -
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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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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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Intellimin
Intellimin
Intellimin is a cloud-based insurtech policy administration platform that helps life and health insurance businesses automate and manage their entire policy lifecycle, from application and underwriting through billing, claims, and customer self-service, with configurable rules and workflows that support complex products and distribution channels. It provides a centralized system where advisors and customers can complete applications, issue policies with automated underwriting and rule checks, and manage changes, payments, updates, and claims, all with full visibility of policy history and communications in one place. Its modular features include policy administration, product management for launching and maintaining insurance offerings, automated billing and accounts receivable/payable, commission tracking, group administration, and workflow/activity management that reduce manual work and accelerate service delivery while maintaining regulatory compliance. -
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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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InsuredMine
InsuredMine
Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven QuotesStarting Price: $69per user per month -
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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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EIS BillingCore
EIS
With a modern, architecturally sound billing and invoicing SaaS platform from EIS, insurers get full control of billing cycles for all customer types and product lines. See how EIS BillingCore does it. Developed with ambitious insurers in mind, BillingCore automates key billing operations, turning them into routine processes that need little or no agent intervention. Streamlined end-to-end billing through BillingCore SaaS not only improves efficiency and cash-flow visibility for insurance organizations but also makes payment as easy as possible for all billable parties. Whether working alongside the rest of EIS Suite or other core systems for claims and policy handling, several critical features make BillingCore the ideal insurance billing management solution. Establish full control of billing lifecycles for all customers and product lines. The platform also keeps every bill in alignment with policy requirements. -
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Simplifai
Simplifai
Simplifai is an AI automation platform that streamlines business operations by automating complex processes, particularly in sectors like banking, finance, insurance, and the public sector. It offers solutions for document handling, customer service, and claims processing, utilizing advanced AI technologies to reduce manual effort and increase accuracy. It enhances customer support by automating responses and managing inquiries efficiently. Adhering to GDPR and ISO/IEC 27001:2013 standards, Simplifai ensures robust data security and compliance. Its AI agents are designed to address challenges such as increasing operational costs, low customer satisfaction, and scalability issues, delivering fast and accurate service while reducing errors. Simplifai provides a 360-degree view of claims, policies, and accounts, improving customer service and vendor management. By leveraging Simplifai, organizations can ensure accurate financial records, minimize manual work, etc. -
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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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General Magic
General Magic
General Magic is an AI messaging platform purpose-built for the insurance industry, enabling companies to automate customer workflows directly through SMS and messaging channels. It deploys customer-facing AI agents that can handle quoting, renewals, policy changes, and claims updates in real time, allowing insurers to complete operational tasks within simple text conversations instead of calls or portals. It integrates directly with policy, quote, claims, and CRM systems through APIs so conversations are grounded in live insurance data and automatically update records as workflows progress. It monitors every customer interaction and scores users on intent, frustration, and churn risk, giving teams visibility into where intervention is needed. Its core product, Cell, is designed to translate customer messages into actions across core insurance systems, asking for missing information and following up automatically. -
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Mutual Expert
ECCA
Expert simplifies things for your agents while keeping you connected to your insureds. This makes Expert a key asset for your company, helping you retain and grow your business. Go Grellow for your company by switching to [dot] Expert, a flexible yet easy-to-use system that enables you to manage all aspects of a policy’s lifecycle. Gain complete control and flexibility over your policy rating, underwriting and management. Streamlines your routine process while reducing your operational costs through automation and batch processing. Take advantage of a comprehensive report library that displays the data you need from all aspects of your business. Improve your customer satisfaction with faster claims processing and easier access for both agents and insureds. -
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COVU
COVU
Your customers will love their experience across our technology and our people helping them manage everything insurance for the benefit of your agency. A plug-in to your agency operations bringing people and technology all in one place. Digitalizing customer journeys that seamlessly integrate service people and advisors to make insurance easy for you and your customers. Get a real-time customer self-service app for insurance policies that are supported by service agents wherever your customer needs help. Renewals and buying new covers are made easy through a combination of AI and sales support placing the best cover for the customer. Realize real-time management and monitoring of your agency. Includes business intelligence and approval request management. Deliver world-class customer and agency-facing platforms that make selling and servicing the insurance needs of your customers easier and more profitable. -
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eBSEG Digital Insurance
eBSEG
eBSEG Digital Insurance Sales & Services Solution is a customer experience and engagements Omnichannel platform available via (Desktop - Mobile - Tablet - Chatbot - CRM - Facebook app- Messaging, and others). eBSEG Digital Insurance Solution transforms insurance organizations' services to be available for your customers over mobile and web anytime. eBSEG Insurance Solution enables the customers to view their coverage, Buy New Policy online and pay for it using Credit Card and make changes to others, pay bills and make a claim or chat live with an agent and so much more. eBSEG Insurance Solution provides coverage for Car, real estate properties, travel, medical, and life insurance industries. -
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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 -
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Shift Claims
Shift Technology
Shift Technology’s Claims solution uses Agentic AI to transform how insurers handle claims from start to finish. It combines automation with human collaboration to assess, triage, advise, and process claims across both simple and complex cases. Shift’s AI Agents are trained with insurance expertise and continuously learn through its “insurance common sense layer.” They handle tasks like policy coverage review, liability evaluation, fraud detection, and damage assessment. Seamlessly integrated with existing claims systems, the platform ensures no disruption while improving efficiency and accuracy. The result is faster resolution, lower costs, and better customer satisfaction for insurers and policyholders alike. -
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TruePremium
Unisoft Communications
This web based application allows insurance agents to bind policies in real time. It offers the most current insurance companies rate, and will also allow the financing of policies through the agent's choice of Premium Finance Company. Agents can access sales from anywhere with Internet access at any time. Policy down payments and financing drafts are handled trough electronic transactions. Insured leaves the insurance agency with all insurance policy documents in hand. POS can be embed as part of the Insurance Company web applications. -
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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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Sentry
Sentry
Sentry is a management system developed to facilitate the administration of insurance policies for the modern insurance agent. Our system is the best ally for insurance agents who have a vision of leadership and professionalism, based on security and innovation. A policy administration system developed to enhance the skills of the modern insurance agent and drive them to success. Providing you with tools that allow you to offer a service of excellence; stay organized, save time and improve communication with your customers and much more. -
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AdInsure
Adacta
AdInsure is a line-of-business agnostic insurance platform helping insurers keep pace with industry changes. It allows Adacta, partners, and insurers’ IT teams to build LoB-specific solutions across the insurance value chain—from product design and sales to claims and reinsurance. It supports all insurance teams, helping them work smarter and launch faster, delivers modern CX, and connects insurers with emerging tech, service providers, and partners. Built on best practices, AdInsure powers award-winning solutions: • AdInsure Non-life • AdInsure Life • AdInsure Commercial • AdInsure for Brokers Features for business teams: • AdInsure PAS • AdInsure Claims • Billing and Collections • Digital tools (agent portals) • Integrated Data Analytics Capabilities for IT & operations: • No-code/low-code compliant architecture • Modern integration framework with out-of-the-box API • AdInsure Studio (for product design, testing, and distribution) • Cloud support -
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EbixEnterprise
Ebix
EbixEnterprise is a comprehensive insurance management solution that streamlines policy management throughout its lifecycle. EbixEnterprise contains six components, Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analysis, and consumer web portal. Each of the components is seamlessly integrated with one another, which allows data to flow between each other as dictated by the business need. SmartOffice CRM provides organizations with the ability to maintain agent/broker information, commission rates, manage sales pipeline, state license information. EbixEnterprise's Online Quoting Portal, HealthConnect, is the leading health insurance exchange for buyers and sellers of health insurance and employee benefits. EbixEnterprise Administration is a fully functional policy administration system that provides all of the tools that are necessary to manage policies, define plans, maintain plan rate information, etc. -
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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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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. -
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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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OneShield Billing
OneShield
OneShield Billing is a comprehensive payment and receivables management system tailored for Property & Casualty (P&C) insurers across personal, commercial, and specialty markets. It streamlines all aspects of the billing cycle, from invoicing to reconciliations and reporting, enhancing process efficiency, speed-to-profit, and customer service. The system manages the entire billing lifecycle, including invoice generation, tracking payables and receivables, and swiftly resolving customer and partner inquiries. Features such as web portal capabilities, built-in commission management, flexible equity-based billing, payment, and delinquency plans, and seamless integration with third-party document and payment systems significantly enhance agent and customer service levels. Available as a stand-alone solution or as part of the OneShield Enterprise suite, OneShield Billing is easily configurable and can be deployed on-premises or in the cloud. -
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Advanced Insurance System
Garvin-Allen Solutions
Advanced Insurance System (AIS) is used by organizations of all sizes and is designed to work as an out-of-the-box solution. At the same time, customers can modify and deploy products quickly while taking advantage of the broad configuration capabilities of the software. This modular integrated system can interface across platforms or operate as a complete policy administration solution for Personal, Commercial or Specialty lines of business. Configuring new lines is easy with AIS. AIS provides agents and insurers with the functionality they require to increase growth. In an increasingly competitive market, AIS delivers automation and self-service functionality to save time and operational costs while boosting sales. With the ability to create new products or enter new states at your fingertips, AIS provides the competitive advantage you have been looking for. -
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Assurant APEX
Assurant
Enhance your customer experience and create lasting loyalty when you integrate our protection and support products and services into your digital ecosystem. Whether your customers rent or own, or live in a high-rise or a cozy split-level, we can offer them the right protection for their home. And, if the unexpected happens, our AI-driven claims process is there with fast and easy resolution. APEX is our global digital delivery platform for Assurant’s products and services. It enables our partners to integrate the right protection, support or service options quickly and easily into their online ecosystem. Specialty insurers and agents can easily add housing products to their portfolios. Support for a broad range of industries, including retail, utilities, telecommunications and more. -
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Venue Claims Management
KLJ Computer Solutions
Venue ™ Claims Management for Independent Adjusters provides end-to-end management of the entire claims processing workflow. Whether you are an adjustment firm, third-party administrator, insurance carrier, or a self-insured organization, Venue ™ is for you. The user-configurable interface allows for extensive self-customization of the claim system by an end client. Built-in web service interface that allows for real-time or batch data import, update and export to virtually any third-party data sharing source of ALL claim-related information. Integration with policy and billing systems allows real-time synchronization on all policy-related details, which may include critical policy dates and flags such as active fraud investigation and assumed policy. Comprehensive capabilities for every aspect of claims processing, including claim payments and recovery, reserves tracking, contact management, excess and trust accounts, forms templates, reporting etc.Starting Price: $5 per month -
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GloveBox
GloveBox
The agency branded self-service platform connected to all insurance carriers. A premier technology for the IA channel. GloveBox is a centralized mobile and web application allowing insurance policy holders to access their policy documents, pay a bill, initiate a claim and so much more regardless of which carrier their policies are written with. The goal of GloveBox is to enhance the customer experience for the insurance client while reducing service costs and increasing overhead for both agencies and carriers. A seamless all-in-one platform connecting clients to your agency and their carrier(s). Choose from a full list of insurance companies to organize personal lines policies inside your GloveBox. Once your carrier is selected, it is added to your homepage and you may proceed to register for an account and/or login. GloveBox includes robust automation for client distribution and a seamless in-app experience.Starting Price: $150/month -
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QuoteClick
QuoteClick.com
QuoteClick.com provides a web-based insurance rating software product offering quotes for individual and family dental insurance plans in all 50 states. The insurance comparative rating software automates rating management and policy underwriting for insurance agencies and companies. The website integration is nearly seamless and you can enjoy the benefits of online rating at your client's fingertips. We provide an agent link for your website which brings them to a landing page so they can enter their zip code. The dental plan results are then displayed from the least to most expensive monthly rate. The client selects a plan, reviews the dental services and completes an online application. We then form-fill the application or automatically upload the order to the dental plan company with your agent code.Starting Price: $19 per month -
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Surefyre
Vertafore
Surefyre by Vertafore is an AI-powered insurance automation platform designed to streamline and enhance the processes for Managing General Agents (MGAs). It simplifies the rating and quoting process, automates agent portal configurations, and integrates seamlessly with MGA systems and third-party data sources. Surefyre's no-code platform allows users to quickly onboard new agents and make data-informed decisions on risk. By automating key aspects of underwriting and quoting, Surefyre improves operational efficiency, accelerates speed to market, and boosts revenue, ultimately transforming the way MGAs manage policies and submit applications. -
42
Knovvu Virtual Agent
Sestek
Imagine placing a super agent at every customer channel to handle repetitive tasks so that you can focus on your customers. Automate customer service tasks and respond to your customers around the clock without increasing operational costs. Add one extra agent at every customer channel to handle simple tasks so that the rest of your team can work on complex issues. From our actual customer testimonials, we know that Knovvu Virtual Agent can save in average 5 FTE (full-time equivalent) agent costs. With 100% in-house developed Speech Recognition (SR) and Natural Language Understanding (NLU) technologies, Knovvu Virtual Agent understands customer intent and responds without the need for live agents. Our market-leading speech recognition accuracy rate enables Knovvu Virtual Agent to effectively automate simple tasks, help increase self-service and decrease costs for customer service operations. -
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Special Agent
Special Agent
Save time and money while increasing your productivity and sales volume with Special Agent, the complete insurance agency management software system. The wide range of powerful and intuitive features in Special Agent will help you better service your customers and increase revenue without emptying your bank account. Contact us to schedule a demo or Chat Now with a live representative and you'll see why agents that switch to Special Agent become raving fans. Special Agent puts your agency - every client, carrier, policy and form, at your fingertips. It works like you work, with all the functions designed for speed, accuracy and efficiency. Special Agent works with your carriers to provide seamless integration, avoid duplicate entry, and put the most current information at your fingertips. -
44
Mindware Insurance Agency System
Mindware Systems
We provide comprehensive solutions for small and medium companies in improving quality and productivity of work at a very competitive price. MIAS is specially designed for Insurance Agencies and Agents. Powerful, Easy-to-Use, Affordable, Lower maintenance costs, Fast and effective systems implementation and integration. It can handle your daily tasks as well as accounting statements. We can import the data from the program you are currently using to MIAS. Enter quotations, policies, endorsements, renewal notices, payments, commissions and generate outstanding payments & sales reports. Scan all your documents Proposal Forms, Schedules, CI’s, Endorsements, claims and link them to policies so that you don’t have to search hard copies. Templates are specially design input screens for each class of insurance. Find Policies by any given details (eg. Customer telephone, Name, Address, Policy number, endorsement number, etc…). -
45
PCMS Atlas
PCMS
We deliver comprehensive, cloud-based solutions for the P&C industry. Our Atlas solution allows carriers to concentrate on their products, customers and agents because they know their software is in good hands. PCMS is a leading provider of IT solutions and services to the P/C insurance industry. We offer comprehensive administrative software solutions to carriers of all sizes, employing the latest Microsoft development tools. Our philosophy is simple: Create great products, get results, and make our customers happy. Our personnel bring a generation of P&C software development experience and know how to develop and implement solutions that help carriers thrive. PCMS is a provider of information technology/software to the Property and Casualty insurance industry. PCMS’ Atlas system is a comprehensive administrative software solution including underwriting and policy administration, claims management, billing and data warehousing and reporting. -
46
Cara
Oyster Technologies
Cara by Oyster Technologies, Inc. is a professional, domain-specific AI platform for insurance servicing that helps agencies, brokerages, and MGAs automate workflows and boost growth. Designed as an integrated yet modular system, Cara unifies service, communication, and knowledge management in one intelligent workspace. Its Copilot module acts as a personal assistant for every agent—automating quote comparisons, policy analysis, and bind submissions. The Service module centralizes customer requests and uses AI to summarize emails, phone calls, and generate certificates of insurance. Meanwhile, Communication and Knowledge modules deliver 24/7 voice, email, and portal-based support powered by generative AI and secure document insights. Cara helps teams reclaim over 10 hours per week per agent, improving client satisfaction and operational efficiency across the insurance lifecycle. -
47
InsuredHQ
InsuredHQ
InsuredHQ is a mission-critical, cloud-based, insurance infrastructure application that provides complete end-to-end policy, claims, accounts, and document management systems for mid-market insurers, MGA’s (Managing General Agent), and Brokers. Our capabilities allow our customers to rapidly create products and sell policies to service a variety of business lines and has resulted in partnerships with some of the world’s most interesting insurers and channels to market across Australia, NZ, the US, and the greater APAC region. All of this is made possible through the InsuredHQ Core, our insurance administration platform, which makes scalable insurance solutions easy from a single seamless integration. Our stress-free setup process means our partners are quickly ready to go and can leverage an API that’s easy to integrate into any existing purchase path or distribution channel.Starting Price: 1% of premium -
48
BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
49
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. -
50
Lone Star BillPro
Lone Star BillPro
Lone Star BillPro is a scalable, end-to-end SaaS billing and customer management platform built for retail energy suppliers to manage the complete customer lifecycle from acquisition through billing, collections, account management, retention, and win-backs, with customizable technology that adapts to unique business rules and high transaction volumes. It includes a flexible automated billing engine that processes complex rate structures, promotions, late fees, credits, time-of-use, and ancillary charges with exception rates under 1% and integrated auditing and preview capabilities, as well as disconnection/reconnection and AutoPay management. It also offers a robust Customer Information System for agent-side account management with full visibility into plan, payment, usage, and correspondence; a self-service MyAccount portal for online customer billing, payments, transfers, renewals, usage dashboards, and upsell offers; and rule-based email and text coordination.
