Alternatives to Novo Connection

Compare Novo Connection alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Novo Connection in 2026. Compare features, ratings, user reviews, pricing, and more from Novo Connection competitors and alternatives in order to make an informed decision for your business.

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    Genius Avenue

    Genius Avenue

    Genius Avenue

    Genius Avenue powers the insurance and benefits industry with custom capabilities and innovative, customer-centric platform solutions that connect products to consumers and increase the bottom line. Insurance Carriers Go beyond software with a consultative team of insurance experts. Voluntary Benefits End-to-end, customizable capabilities that drive sales and simplify operations. Brokers Take benefits off payroll and streamline enrollment and administration. Captives Carriers Eliminate legacy systems and optimize enrollment and business operations. We help our partners expand markets, simplify enrollment and administration, optimize business processes, and unlock the full potential of customer-centric digital platforms.
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    NextAgency for Health & Life Insurance
    NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you: • Grow sales with powerful CRM tools to track prospects from lead to sale • Focus your team with shared notes and tasks that sync with your calendar • Improve customer service with our workflows and customer service reports • Keep commitments with follow-up tools like personal to-do lists for your entire team • Access the forms and files where and when you need them with our online agency library • Automatically assign your emails to your prospects and clients. • Get what you've earned with commission tracking tools and reports NextAgency is easy to use and simple to customize. Start a free trial today.
    Starting Price: $60 per seat per month
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    Collective Health

    Collective Health

    Collective Health

    Collective Health is the first integrated solution that allows self-funded employers to administer plans, control costs, and take care of their people, all in one place. Let us show you how we deliver better benefits with curated programs, connected administration, and smart member experience. From scientists to truck drivers to musicians, we’re proud to serve the happiest clients and members in the health insurance industry. See why leading self-funded employers across the nation choose Collective Health. Are you a broker or consultant working to drive your clients’ healthcare strategy forward? Collective Health simplifies employee healthcare with an integrated technology solution that makes health insurance work for everyone. With nearly a quarter of a million members and over 50 clients, including Driscoll’s, Pinterest, Red Bull, Restoration Hardware (RH), Zendesk, and more, Collective Health is reinventing the healthcare experience for forward-thinking organizations.
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    InsurancePlus Software Series

    InsurancePlus Software Series

    United Systems and Software

    USSI is proud to present its entire line of professional insurance software solutions designed and developed as an all-encompassing turnkey administration offering. USSI's comprehensive software solutions ensure that your insurance company is operating at the highest level in an ever changing and competitive marketplace. USSI's InsurancePlus Individual Life and Health Administration software solution manages books of business for traditional and non-traditional Life and Health insurance companies. Product lines supported include Whole and Term Life, Interest Sensitive, Final Expense, Annuities, Supplemental Health, etc. USSI's InsurancePlus Group Life and Health Administration software solution manages books of business for Group Health insurance companies, Self-Insured Funds, and TPA's. Supported plan offerings include Point of Service, Major Medical, Term Life, High Deductible, Traditional Indemnity, etc.
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    Novo

    Novo

    Novo

    Award-winning Business Banking. Manage your business finances on the go. Connect Novo to your tools, send invoices, pay, get paid and much more. 'Time is money' and we want you to keep it. Skip the bank line and set up an account on your favorite device. Accept debit and credit card payments for your invoices via Stripe. Get an email confirmation when an invoice is paid by card. Accept invoice payments via Square. Novo Reserves allow you to set aside funds for taxes, profit, payroll, and other large business expenses. Save funds for later, create a rainy day fund or set money aside for taxes. Link your other bank accounts to Novo for seamless transfers. Remote check deposit allows you to deposit a check directly from your phone. Make payments in the US and internationally. Deep integrations as a Stripe Verified Partner. See your Stripe balances right in your Novo account. Get $20,000 in fee-free processing when you sign up for Stripe.
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    EbixEnterprise
    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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    NovoClinical

    NovoClinical

    NovoMedici

    NovoClinical is a fully integrated EMR system designed by practicing physicians to make the medical practice more efficient and more profitable. NovoMedici is a true 360 practice driven solutions. We Believe Doctors should Practice Medicine. Not Accounting. NovoClinical’s revenue cycle management takes the worry out of getting paid and allows the doctor the ability to focus on medicine and patient care. CCM can dramatically improve the health of affected patients. At the same time, CCM can increase the revenue for a practice. Telemedicine feature allows providers the ability see patients with limited mobility and limited ability to schedule physical visits with their provider. Using NovoClinical, a 20015 level 3 certified system can help practices not only avoid the penalty but be eligible for the 7 percent bonus. The NovoClinical portal allows provides patients with the ability to go online and input their demographic information, their medical history, e-sign mandatory.
    Starting Price: $100 per month
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    NOVO Compare

    NOVO Compare

    Evolution Software

    Traditional document comparison software has become bloated, overcomplicated, and expensive throughout the years. This kind of software will slow production time and increase the likelihood of errors. NOVO Compare delivers light, fast, and accurate comparison tools, supercharging the technologies inside Office legal professionals already use most. Legal organizations use NOVO Compare to create a consistent document review process and increase document review efficiency across all departments. Designed specifically to improve the user experience by reducing unnecessary clicks. Instantly return the answers you need to keep work moving with NOVO’s QuickCompare feature. Thanks to integrations with the leading document management providers, pull relevant documents together and run comparisons with lightning speed. Which positions your team to expedite the review process and summarize entire sets of documents like never before.
    Starting Price: $99 per year
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    HealthSherpa

    HealthSherpa

    HealthSherpa

    HealthSherpa is a certified partner of Healthcare.gov that has created a simpler platform to enroll in Affordable Care Act health insurance plans. We work with consumers, employers, insurance carriers, insurance agents, and nonprofits to enroll as many people as possible in these subsidy-eligible, comprehensive health plans. For insurance carriers, we power their websites so that they can enroll people in Affordable Care Act health plans. For insurance agents, we provide superior enrollment technology, a CRM, and communication tools so that they can enroll more clients in plans that make sense for them, faster–and we have 40,000 agents using our platform. For consumers, we provide decision support tools to help folks choose a plan that makes the most sense for their healthcare needs and budget. HealthSherpa has enrolled more than 5 million consumers in coverage, and we show all the same plans and prices as HealthCare.gov.
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    Direct Claim Solution

    Direct Claim Solution

    Innovative Computer Systems

    Claims and Litigation management software for Captive or Risk Retention Group property and casualty claims. Direct Claim Solution is a complete system with claims, policy and vendor management for Self-Insured, Captive or Risk Pool programs. Offers industry specific tools for investigating and analyzing law as well as coverage. Modules for litigation management, subrogation and loss recovery as well as document management included. Merge feature makes for easy letter or email creation. For management, the robust report screen allows multi-conditional querying of claims by exposure type, state of loss, date ranges and policy issuance periods. Vendor isolation feature allows external service providers to access and populate fields in the system as needed to expedite reporting and collaborative analysis. See our website at www.directclaimsolution.com
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    NovoHealth Dental

    NovoHealth Dental

    NovoDynamics

    Our platform automatically flags and prioritizes anomalous claims for review. NovoHealth Dental ensures exceptional claim quality and offers real-time analysis. Our platform provides accurate and consistent dental disease assessment. The future of dental claims processing is here. Our proven AI platform is in use within some of the country's largest dental payer organizations. We offer pilots to demonstrate the value of our solution. NovoHealth Dental saves time and money by making dental insurance claim review faster, easier and more efficient. It helps your analysts uncover anomalies that may indicate errors, omissions or potential fraud. We use AI to quickly verify and assess the quality of submitted claims and their attachments. The platform quickly, accurately, and consistently assesses dental diseases. Our AI fingerprints and analyzes every claim and attachment to detect high-confidence anomalies.
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    Alan

    Alan

    Alan

    Finally simplify your life and take care of your employees. With Alan, goodbye to paperwork and opacity, no need to be an expert to meet all your obligations. Discover the health insurance that saves you a lot of time. A transparent offer. A super simple table of guarantees, 100% online and accessible at any time by your employees. With 0 paper to manage. Goodbye to paperwork, arrivals, departures, portability. Everything is managed from your mobile or your computer. And approved insurance Alan is fully-fledged insurance approved by the ACPR Banque de France and reinsured by CNP and SwissRe. All the protection of your employees in one place, without obligation. Alan green. Health coverage that provides complete protection without exploding your premium. Alan blue. Health coverage that reimburses superbly regardless of the doctor you see or the optician you choose. Alan Foresight. Provident insurance protects your employees against hard knocks: prolonged sick leave or disability,
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    i-underwrite

    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.
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    NovoPath 360
    NovoPath 360 laboratory information system (LIS system) is raising the bar for how diagnostic labs operate. Helping relieve the unnecessary stressors experienced in day-to-day operations with streamlined workflows and advanced capabilities. Designed as a single web-based platform packed with specialized workflows, tools, and seamless interoperability, you’ll find your lab accessioning, diagnosing, and releasing reports faster than ever. Here at NovoPath, we’re on a mission to redefine the way labs operate with a leading-edge laboratory information system. We are ecstatic to bring to you the most comprehensive SaaS laboratory information system (LIS) available. With NovoPath 360 LIS platform, you can ensure your lab will be running like a well-oiled machine. Ensuring the right information goes to the right person, at the right time. With a 360° view of your lab, never miss a beat.
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    Quotit

    Quotit

    Quotit

    The all-in-one insurance quoting, enrolling, and lead management solution designed for today’s insurance professionals. Whether your primary business is done through traditional face-to-face, telephone, E-commerce sales or all of the above, Quotit offers you solutions that transform your customer’s experience with convenience, personalization, and automation. Invest in health insurance software to build more efficient and productive processes that delight your clients in each interaction. Whether you are looking for a turnkey solution or access to consolidated data and functionality, we’ve got you covered. Included in our out-of-the-box solutions or stand-alone cloud-based API, the backbone of your operation is access to health plan data from hundreds of carriers across the country in one place.
    Starting Price: $199 per month
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    JET Insure

    JET Insure

    JET Health Solutions

    Successful insurance companies use our SaaS platform to deliver a branded shopping experience, automate policy administration and foster collaboration across customers, brokers and healthplan teams. Power your business with our best-in-class platform and bring velocity, agility, efficiency and compliance across your organization. Never miss an opportunity to win a customer by effectively presenting your list of health plans and insurance products. Boost process efficiency, orchestrate work queues to keep business operations running smoothly, and improve client follow-ups. Save time by letting JET Insure keeping track of events so that you could focus on the core business activities. Let us show you how we can optimize your business for current and future healthcare needs – and how our product can help you grow faster.
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    Inovalon Insurance Discovery
    Insurance Discovery reduces uncompensated care and underpayments by identifying active billable coverage previously unknown to the provider. Using sophisticated search capabilities, this solution identifies if patients have multiple active payers to help boost reimbursement opportunities. Prevent reimbursement delays and increase the speed of revenue capture by sending claims to the right payers on the first submission, enabled by more accurate coverage information. Run Insurance Discovery with verified patient demographic data to get accurate coverage and eligibility information. Replace manual insurance discovery methods with one quick, comprehensive search that inquires numerous databases in seconds to deliver detailed, accurate coverage information. Improve the patient/resident experience and estimate accurate out-of-pocket costs to improve their financial experience.
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    INSXCloud
    Make INSXCloud your marketplace for on-exchange ACA health plans and off-exchange ancillary coverage such as dental, vision, accident, and short-term medical options. INSXCloud has assisted agents, agencies, and issuers with the quoting and enrollment process for individuals and families choosing Affordable Care Act and ancillary health coverage since the Federal Marketplace opened in 2014. During that time, we have helped agents and issuers enroll over 2 million members in on and off-exchange health, dental, vision, and other ancillary coverage. e-Commerce on your terms: The EDE version of INSXCloud is built to support agent-led and direct-to-consumer enrollments. When you work with us you control the marketing to your clients, not us, so you manage the message. Our site has time-saving features like the upgraded provider lookup that tells you which doctors accept specific plans and a ‘Pay Now’³ feature for many carriers which allows you to set up your clients’ payment.
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    Swiss Re

    Swiss Re

    Swiss Re

    Swiss Re offers a comprehensive suite of reinsurance solutions designed to help insurers optimize risk management and enhance analytics across the entire insurance value chain. Their offerings encompass both property & casualty and life & health reinsurance, providing tailored coverage and innovative tools to meet the evolving needs of the re/insurance industry. By leveraging advanced technology and data-driven insights, Swiss Re enables clients to effectively manage risks, improve operational efficiency, and capitalize on new market opportunities. Dealing directly and working through brokers, its global client base consists of insurance companies, mid-to-large-sized corporations, and public sector clients. From standard products to tailor-made coverage across all lines of business, Swiss Re deploys its capital strength, expertise, and innovation power to enable the risk-taking upon which enterprise and progress in society depend.
    Starting Price: $158.02 per month
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    FINEOS

    FINEOS

    FINEOS

    The FINEOS Platform provides clients the only complete end-to-end SaaS core product suite that includes FINEOS AdminSuite enabling quote to claim administration as well as add-on products, FINEOS Engage to support digital engagement and FINEOS Insight for analytics and reporting. The foundation of your digital insurance strategy. The FINEOS Platform seamlessly blends FINEOS AdminSuite + FINEOS Engage + FINEOS Insight + Platform Capabilities to create the most modern single core insurance platform for Life, Accident and Health. Legacy core systems utilized a ‘one size fits all’ business technology approach that no longer fits the needs of an agile business. Today, consumers, employers and brokers have access to powerful SaaS computing platforms and software tools that set a much higher bar for an insurer’s digital strategy. Monolithic insurance software models of the past focused solely on details of the insurance contract.
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    ALFRED Claims Automation
    Filing claims are complex and critical processes. More than 60% of people do not file complex due to its complex processes and time taking nature. Artivatic’s dedicated claims platform for each insurance vertical helps insurance businesses to enable digital claims journeys, self-claims processing, automated assessment, risk & fraud intelligence and claims payout. ONE PLATFORM FOR ALL YOUR CLAIMS NEEDS. End to End Claims Automation and Assessment Platform AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL CLAIMS – DEATH CLAIMS – FIRE CLAIMS – SME CLAIMS – BUSINESS CLAIMS – COMMERCIAL CLAIMS
    Starting Price: $10/claims/month
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    Msg Life

    Msg Life

    Msg Life

    msg life has been setting standards in the market since 1980 with its software and consulting solutions for insurance companies. Many customers all over the world rely on our expertise and professional know-how. With offices across Europe and branches in the USA, we offer standard solutions for rapid roll-out as well as customized services across all insurance sectors. Our industry knowledge is unequaled in the market and will give your company decisive competitive advantages. Our products and solutions are not only deployed successfully in life insurance and retirement planning, but also for non-life, personal liability, and health insurance. msg life creates intelligent ideas and solutions that are key to your success. We are helping our customers overcome the challenges of digitisation sustainably, reliably and with a sense of perspective. Our portfolio extends from customized consultancy and professional services to mature standard software products and all-inclusive solutions.
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    Apizeal

    Apizeal

    Apizeal

    Insurance Agency Management System. The comprehensive HIPAA compliant software for independent agencies and agents, created specifically to solve the problems that you and your team face every day. Industry-Specific Technology at your fingertips. Manage Your Insurance Business from Anywhere, Anytime Apizeal is a cloud-based insurance agency management system that helps independent agencies and agents to evolve and grow their business with an industry-specific platform. The system integrates policies and client management with commissions processing, E-Contracting, marketing automation, and lead generation tools. All you need in one organized and secure place. Why choose Apizeal? Become The Leader In Your Market With The Right Solutions. We have designed each solution based on what insurance agencies and agents need to be successful. Agency administration. Drive an efficient HIPAA compliant agency. Apizeal saves you time, money, and resources by improving your workflow automatically
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    Take Command

    Take Command

    Take Command

    Powerful new HRAs simplify the process of providing health insurance and provide you with peace of mind. Say goodbye to complicated group plans. Get started by answering a few questions about how you'd like your HRA to work. Don't worry, our platform will guide you through the process and put you in control as you craft your plan. Once you are done designing your HRA, we'll get busy taking care of the legal requirements and getting your employees setup on our platform. Once your HRA is established and your employees are setup on our platform, we will begin helping you manage the claims process. Each day we work to bring about a healthcare system that gives you peace of mind because we believe people deserve a clearer path to health insurance.
    Starting Price: $15 per user per month
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    Handl Health

    Handl Health

    Handl Health

    Never rely on carrier discounts again with Handl Health’s comprehensive data analytics tool, Iris. Use contracted rates to evaluate networks and understand disruption risk of switching your clients or prospects to a new plan. Selecting the network is just step one. Look under the hood to design plans around high performing providers and push these insights into member tools to make right decision the easiest one when searching for care. Our solutions are specifically designed to help benefits consultants gain and convert more leads, enhance client retention and achieve cost savings objectives. Requiring health plans (insurance carriers and self-funded employers) to publicly publish a machine-readable file of all negotiated rates, and give members internet-based tools to search for care and understand their out-of-pocket costs.
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    samedi

    samedi

    samedi

    samedi is a web software solution for cost-saving and service-increasing patient coordination. The secure networking solution can be used in medical practices, clinics and operating theaters. The work processes are optimized through effective and efficient resource planning, process control, online appointment booking and assignments. With the help of video consultation hours and online forms, processes can be mapped more flexibly, of course, while guaranteeing the highest data security. samedi is an e-health software for doctors, clinics and health insurance companies. samedi networks the healthcare system and optimizes medical procedures and processes. Simple, efficient and safe. With 12 years of expertise in e-health, we understand your individual needs and offer flexible settings for both simple and highly demanding process and workflow requirements. With our interfaces to almost every practice and clinic information system, we offer you smooth workflows.
    Starting Price: $45 per user per month
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    NOVO Mobile
    The intelligent software solution NOVO Mobile provides a secure, mobile dialogue platform to link and automate data- and document-based business processes with powerful backend systems via an app. Customers or employees can use apps that are an attractive, fast, and simple communication channel with a high level of service. The innovative solution maps individual company processes in the areas of B2B, B2C and B2E and can be seamlessly integrated into existing system landscapes. NOVO Mobile offers customers efficient interaction options, such as secure document and data exchange via the personal mailbox, the execution of business-relevant activities up to the legally valid signature as well as a fast and digital dialogue with your specialists.
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    NovoExpress

    NovoExpress

    Agilent Technologies

    The NovoExpress software enables researchers of all levels of flow cytometry experience to perform efficient sample acquisition and analysis. The software automates multiple fluidic functions, eliminating cumbersome and time consuming procedures. User hands-on time is minimized with the walk-away autosampler functionality as well as batch analysis, statistics, and reporting. With NovoExpress software, one interface is used for sample acquisition and data analysis. To maximize productivity and efficiency, you can analyze newly acquired data in real time while your samples are still aquiring in the background. Powerful compensation tools and convenient adjustments allow for accurate pre and post acquisition compensation. Batch analysis and reporting are available with customizable statistical parameters and live updates when running samples.
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    InsureEdge

    InsureEdge

    Damco Solutions

    InsureEdge is an end-to-end Insurance Software designed to help insurance businesses gain maximum value through its comprehensive modules. The highly customizable and configurable solution boasts of the industry’s best insurance processing functionalities. Suitable for multiple lines of insurance businesses, InsureEdge can effectively and efficiently manage and streamline workflows to boost performance, profitability, and accuracy. It supports a variety of everyday operations through back office automation and other modules including customer relationship management, policy administration, claims processing, and more. As a flexible and scalable insurance software, InsureEdge is the key to future proofing your business.
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    ENTER

    ENTER

    ENTER Health

    Enter gets Providers (doctors, practices & hospitals) paid faster than anyone in history. Enter processes health insurance claims and pays in 24 hours while automatically communicating and collecting patient responsibility with a white label collection engine, complete with payment plans. Enter is 30x faster at getting claims paid and 45x faster at getting patients billed at the same cost as existing medical billers. - $150mm+ of claims processed in just 1 year of operations. - $100mm credit facility actively being deployed for providers. - Revenue Cycle Management Partner for United Healthcare Nevada. - Enter supports a wide variety of specialties including ASC, Orthopedics, Neurology, Dermatology, Emergency Rooms, Behavioral Health, Pain Management and more. - Enter works with all commercial and government health insurance carriers. - Enter integrates with all EMR / practice management systems. - No monthly fees. No integration fees. - Enter is venture backed
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    Curacel

    Curacel

    Curacel

    Curacel’s AI powered platform enables insurers track fraud and automate claims seamlessly. Collect your claims from your Providers in real-time and easily auto-vet the claims. Curacel Detection helps you detect and curb fraud, waste and abuse in the Claims Process. Collect claims from their providers and prevent fraud, waste and abuse in the claims process. We studied the Health Insurance industry to understand where the most value is lost by Insurers. This was identified to be the Claims Process. The Process is mostly manual and is fraught with a lot of fraud, waste and abuse. Our solution, driven by AI, helps to curb wastage and make the Insurer more efficient, thereby making them unlock hidden value. ravel insurance is peculiar in that it is built on on-demand policies that cover relatively short periods of time. Should a policy holder want to make a Claim, both the insurer and the insured want claim settlement to be as efficient and accurate as possible.
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    CareVoice

    CareVoice

    CareVoice

    We combine our keen eye for affinity product opportunities with unparalleled digital experience & go-to-market execution, helping insurers to reach untapped markets with speed. CareVoiceOS is the first healthcare operating system for insurers, creating an ecosystem that transforms member experience and positively impacts member behavior. We bring to insurers a plug-and-play ecosystem dedicated to creating tailored digital journeys for insurance members. We allow insurers to play an important role in members' lives. We help insurers lower cost, increase member satisfaction, drive up sales growth and renewal rate. We help you create innovative health insurance products tailored for specific untapped market segments, allowing you to reach, educate, and convert customers that you have never reached before. Extensive and rigorous targeted market research and product prototype validation.
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    ECG Trade

    ECG Trade

    ECG Trade

    Trading is a business Any business needs certain tools and techniques to start with. Much like you approach an engineer when you’re planning to build a house, you need to approach a reliable expert when it comes to trading. So if we do trading by the utilization of technical software the chances of occurring losses in the market is less. To avoid stop-loss in the market first thing is we must take time to study the market trend in a technical chart in which proper ratio stop loss is given according to the trend of the market. The rule of the market is that if we put target and stop-loss according to the trend of the market we trade successfully without any loss. You wait so long for losses, but at the same time you are afraid to wait for a big profit and due to which you book small profit, this happens when we are not having a proper chart with us to guide the strength of the market.
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    EnoviQ

    EnoviQ

    EnoviQ Technology

    We are here to digitally transform your business model, operational process, and customer experience through cloud-based API-enabled solutions. Also, to provide best software used by insurance companies. Our 150+ IT professionals use the latest technologies, frameworks & hi-tech methodologies to offer impeccable and quality services. We work together to evaluate opportunities and leverage the best innovative system to aid your insurance business. EnoviQ Technologies is a leading platform that brings cloud-based API management solutions' expertise on a single platform to address the needs of modern-day cloud-based APIs. It ensures to offer compatible software for insurance company.
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    Freqtrade

    Freqtrade

    Freqtrade

    Write your strategy in python, using pandas. Example strategies to inspire you are available in the strategy repository. Download historical data of the exchange and the markets your may want to trade with. Test your strategy on downloaded historical data. Find the best parameters for your strategy using hyperoptimization which employs machining learning methods. You can optimize buy, sell, take profit (ROI), stop-loss and trailing stop-loss parameters for your strategy. The concept is to find the best historical trade expectancy by markets based on variation of the stop-loss and then allow/reject markets to trade. The sizing of the trade is based on a risk of a percentage of your capital. Further analysis can be performed on either Backtesting data or Freqtrade trading history (SQL database), including automated standard plots, and methods to load the data into interactive environments.
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    FurtherAI

    FurtherAI

    FurtherAI

    FurtherAI is a domain-specific AI workspace designed for commercial insurance operations, automating repetitive tasks across submission intake, underwriting audits, policy comparisons, and claims workflows. It offers an AI Assistant that can read, write, compare, classify, summarize, and reason about insurance documents and data, integrated into modular workflows that mirror insurance processes. The platform is fine-tuned for policy language, underwriting rules, and regulatory norms and supports seamless integration with over 100 enterprise systems. Its architecture is modular and adaptable, whether orchestration of submissions, audits, or policy management, and it combines multiple large language models to maximize task accuracy. FurtherAI also features a human-AI interface to allow collaboration and oversight, ensuring higher precision in sensitive operations.
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    EvolveNXT

    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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    Maestro Health

    Maestro Health

    Maestro Health

    Meet Maestro Health, a tech-enabled third-party administrator (TPA) for employee health and benefits. We work with employers and their trusted advisors to build health and benefits solutions designed around what matters most—people. With a self-funded health plan, the employer pays for members’ healthcare coverage directly instead of using an insurance carrier. This includes paying claims, defining networks and repricing strategies and taking on the risk of the claims associated with their plan design. Self-funded benefits give employers the power to build health plans around their people’s needs. We design solutions that help lower costs and drive better health outcomes—without slashing benefits. At Maestro Health, we believe that employee health and benefits should be easy. Meet Maestro Health, a tech-enabled third-party administrator (TPA) for employee health and benefits.
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    AgentSync

    AgentSync

    AgentSync

    AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems.
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    Reimbursify

    Reimbursify

    Reimbursify

    Reimbursify is the first and only mobile-enabled, software platform delivering a truly innovative solution empowering patients, serving practitioners, and enabling digital partners to easily file out-of-network reimbursement claims for medical and mental health services. Reimbursify is the fast, easy way to file out-of-network (OON) reimbursement claims from your health insurance company! Our intelligent app takes the pain and trouble out of claim filing to make sure you get all the money coming to you. Fast, streamlined registration for primary insured, spouse & dependents. Smart dashboard manages all your claims and keeps track of money you’re on track to collect. Proprietary Rejection Resolution Pathway to help resolve rejected claims fast. Provider search function that auto-populates provider information.
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    AgencyBloc AMS+
    #1 Recommended Insurance Industry Growth Platform AgencyBloc's Plus Suite of industry-specific solutions helps health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more—effectively removing roadblocks for sustainable growth.
    Starting Price: $109.00/month
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    Auto Recovery EA
    MetaTrader hedging expert advisor that can hedge an opened trade, therefore: ✓ prevent losses by placing a hedge order rather than a StopLoss ✓ close opposite orders at profit BreakEven (or any other amount) ✓ terminate losing trades and trail the winning trades on the chart RobotFX Auto Recovery is a Metatrader expert advisor designed to recover the loss of a losing trade by opening an opposite trade, or more, if it’s the case. If you are familiar with, this is one of the trade management part of the RobotFX Fluid EA, with less features (basically the HedgeZone). A very simple but effective way to hedge a losing trade so it will close in profit, at least at break-even. The automatic loss recovery algorithm used by this MT4 recovery zone EA is far better than using a stoploss and incomparable to a martingale trading strategy. This MT4 EA has been inspired by Joseph Nemeth's "zone recovery" trading strategy.
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    TL LeadManager

    TL LeadManager

    TargetLeads

    TL LeadManager® is our lead management system designed exclusively for Life and Health Insurance Agents. Managing your Medicare Supplement, Long Term Care, Final Expense and Annuity leads has never been easier. If you don't have or don't love your current lead/contact management system, you need to check out TL LeadManager. This feature rich, easy to use contact management system, CRM, is designed to minimize the time you spend working leads and maximize your selling time. Reduce your paperwork, be more organized than ever before and start selling more policies. Used in conjunction with TargetLeads® we can make your direct mail marketing efforts as seamless as possible. Whether using Turning 65 lists for Medicare Supplement or any other kind of insurance leads, TLLM will allow you to manage, follow-up and run reports on all of your campaigns.
    Starting Price: $40 per month
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    Midas Protocol Wallet
    Crypto breakdown pie chart and history chart. Portfolio performance evaluation & report. Daily/weekly/monthly profit & loss report of each token and in total portfolio. Portfolio re-balancing periodically with AI & deep-learning. Instant tokens conversion with multiple decentralized exchanges. Control and manage funds on multiple centralized exchanges. Trailing stop-loss order. Conditional trailing stop-loss order. Multiple Standby orders. DSL for Programmable ordering. News alerts and sudden price movement alerts for selected tokens or all tokens in your portfolio. Recommended ICOs with regular updates, key timeline reminders. Private and public sales pariticipation. Open API for 3rd-parties to provide add-on functionalities for Midas Protocol platform like prominent news curation, market sentiments analysis, AI bot trading, entries/exit recommendations, etc.
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    Ease

    Ease

    Ease

    Ease (formerly EaseCentral) helps insurance brokers offer their SMB clients better service through simple technology. Ease makes it simple to set up and manage benefits, onboard new hires, stay compliant, and offer employees one destination for all their human resources information. Today, more than 70,000 SMBs use Ease for benefits and HR.
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    AUSIS

    AUSIS

    Artivatic.ai

    AUSIS – Full-stack Behavioral Underwriting AUSIS enables insurance businesses to provide in-depth underwriting, scoring & decisions in real-time. AUSIS provides reduction in cost, time, risk & fraud with enhancing efficiency, decision power, alternative scoring and more. AUSIS helps increasing STP from NSTP and also enables non-invasive methods of health data aggregation from AQI, Location, Mortality, Social, Photo, Video, Health Devices, Weather, Sanitation and more. AUSIS reduces up to 40% reduction in per policy issuance.
    Starting Price: $10/month/user
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    CLARA Analytics

    CLARA Analytics

    CLARA Analytics

    CLARA Analytics brings AI to claims management with CLARAty.ai, the top-rated casualty Claims Intelligence Platform. Designed for risk professionals, CLARAty.ai incorporates Document Intelligence and Claims Guidance, ensuring a smarter, more efficient claims process. The platform also features an AI-driven Claims Management assistant that supports adjusters at carriers, MGA/MGUs, reinsurers, and self-insured organizations. By leveraging the power of AI and machine learning, CLARAty.ai helps reduce loss costs and operational expenses while streamlining claims handling and decision-making.
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    AgentCubed

    AgentCubed

    AgentCubed

    Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more.
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    RiskAgility FM
    RiskAgility Financial Modeller (FM) is a fast, flexible actuarial software solution that enables life and health insurers and pension companies to run financial models accurately reflecting their products and company. It is designed to adapt easily to business processes and regulatory reporting needs. Built with the latest algorithms and software technology, RiskAgility FM enhances performance and ease of use, allowing companies to deploy sophisticated analytical calculations based on realistic economic principles, thereby improving risk and capital management. The software offers an open modeling environment supporting accurate calculations and tight reconciliations, even as product designs, company practices, and regulatory requirements evolve. Key features include flexibility to adapt to changing business needs, performance and scalability for rapid results, end-to-end integration with other systems to expedite reporting, and robust governance and automation support.
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    SOLIFE

    SOLIFE

    Vermeg

    SOLIFE is a comprehensive policy administration system developed by VERMEG, tailored for life and health insurance companies. It facilitates end-to-end management of new business processes, policies, and claims, encompassing features such as cash and events management, accounting integration, distribution and fees management, reinsurance, tax and legal compliance, dedicated reporting, and claims handling. Designed with over 20 years of industry expertise, SOLIFE offers a client-oriented approach, continuous updates to meet regulatory changes like MiFID and PRIIPs, and a robust platform supporting digital processing through APIs and responsive design. Its high level of automation significantly reduces administrative costs, while a flexible product-design workbench accelerates time-to-market delivery. The system also supports multi-distribution models, catering to diverse business needs.