Alternatives to PerfectQuote
Compare PerfectQuote alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to PerfectQuote in 2026. Compare features, ratings, user reviews, pricing, and more from PerfectQuote competitors and alternatives in order to make an informed decision for your business.
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Mercury Medical
CrisSoft
Awarded among the Top 10 MPM and RCM solutions, Mercury Medical is a robust medical billing solution. With over 400 customizable reports, built in Scheduler and Patient Portal, Mercury Medical is the perfect solution for major billing, suitable for multiple specialties and RCM processes Mercury Medical is a reliable, proven professional Accounts Receivable solution that will reduce processing times, shorten payment cycles and increase cash flow. Mercury Medical is fully configurable to any vertical or process including: Anesthesiology, University, Physical Therapy, and more. Mercury Products are HIPAA compliant with a guaranteed connection to any clearinghouse or insurance company. Mercury Medical’s automated job system will facilitate a daily system tune-up: housecleaning; folder maintenance; daily backups; 837 exports; 835 imports; HL7. All subscriptions come with the expert help of CrisSoft Support.Starting Price: $440.00 -
2
SmartCompliance
SmartCompliance
Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management. -
3
INSXCloud
My1HR
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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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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Decision Master Warehouse
Zywave
Benchmark your group's medical and prescription utilization and costs against one of the largest normative sets in the country. Use our advanced analytics to illuminate potential problem areas. Stop wasting your time with spreadsheets. With Decision Master® Warehouse's interactive dashboards and reporting, you can quickly get to the who, why, where, what and when, so you can deliver targeted, cost-saving strategies. Help clients make more educated decisions by test-driving alternative plan design options ahead of time. Assess how changes will affect both your client’s bottom line and their employees’ health care expenses. Our benchmarking data comes from one of the largest normative sets in the country, Truven Health Analytics and the Kaiser Family Foundation. Explore more than 60 categories, including total health plan costs, inpatient and outpatient claims, ER utilization and more. -
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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 -
7
Terra
Terra
Antiquated on-premise systems are a liability. Streamline your claims operations and improve efficiency with Terra's Automation, Integration, and Intelligence. Terra's products include Claims Management, Policy Management, Benchmark, and an Ancillary Services Marketplace. Manage risk with Automation, Cloud-Native, Integration, and Intelligence! Terra is a Cloud-Native Risk Management Information System for Property & Casualty Insurance. -
8
FormFire
FormFire
For Employers, spending less time managing their group’s benefits means spending more time focusing on the core of their business - people. Quote, sell and maintain small groups without the hassle of paper and multiple platforms. FormFire makes managing group benefits quicker, easier and more attractive for small groups. FormFire's platform makes the process of collecting Employee data simple. Plus, it empowers Brokers to gain and retain more clients. At renewal, quote every available plan, whether ACA or medically underwritten, without having to exchange a single piece of paper. With the help of a trusted Broker advising them, Employers can make the best decision about what plans to offer in a digital marketplace – from major medical to pet insurance. Employees can make plan selections online, comparing options and pricing in real-time.Starting Price: $399 per month -
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Insurance Analytics Suite
Pentation Analytics
Insurance Analytics Suite offers Business Process Management (BPM) workflows designed for insurance carriers to add value across the customer lifecycle, for personal lines of insurance. It addresses the problem of underinsurance by enabling insurers to sustain customer contracts via intelligent workflows such as retention, cross-sell and claims process. Connect and move data from any source to create an insurance data model with enhanced data quality for analytics. Editable pre-built data flows to ingest the client’s data and to get consolidated data stored from multiple data sources & data types. Drag-and-drop ETL functionality. Support multiple storage technologies. Editable DQ rule definitions. Options to select storage technology. Pentation Analytics is an advanced analytics company focused on the insurance, banking & financial services segments. Based out of Mumbai, India and with presence in the US and the UAE. -
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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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OCTO
OCTO
OCTO’s insurance telematics proposition operates where subjective data or data shared belatedly can result in an unprofitable insurance offer. Risk definition, crash and claims, customer relationship management (CRM), insurers traditionally operate in these three areas, analyzing and evaluating risk, managing “bad events” and supporting customers. These fundamental processes may not perform at the highest level when insurance companies are not capable of collecting and managing the right type of data. OCTO’s insurance telematics proposition operates where subjective data or data shared belatedly can result in an unprofitable insurance offer. OCTO provides objective data, since these are real-time collected and based on real risk. Thanks to this new approach, customers become part of the entire insurance process: they constantly interact and contribute to profiling driver behavior, which allows the insurance company to customize the perfect offer. -
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MediClaims
WLT Software
WLT’s MediClaims system offers a cost-effective, straightforward, and efficient approach to benefit and claims administration. WLT’s rules-based architecture and integrated EDI processes allow claims to be processed quickly, easily, and accurately. MediClaims’ administration and processing capabilities encompass a range of benefit and claim types, from Medical, Dental, Vision, and Prescription Drugs, to Consumer-Driven Healthcare, Disability, and Capitation processing. With WLT’s MediClaims system, you have the flexibility to configure your groups for a single line of coverage or for complex benefit packages with multiple lines of coverage. No plan can work efficiently without support from reliable information systems. WLT makes a point of always working with the most advanced technologies, providing you with the most sophisticated and flexible systems available today.Starting Price: $1 one-time payment -
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Sapiens DataSuite
Sapiens
Sapiens DataSuite is a comprehensive data and analytics platform tailored for the insurance industry, designed to transform raw data into actionable insights. It unifies data from diverse sources, providing real-time insights that enhance decision-making and operational efficiency. The platform offers a library of 70 pre-designed reports and 10 dashboards, allowing users to customize analytics to their specific needs. By leveraging advanced analytics, machine learning, and AI-driven solutions, DataSuite enriches the entire insurance value chain, embedding AI/ML into both back-office and front-office processes. It also integrates data from third-party service providers through Sapiens' partner ecosystem, augmenting business journeys and decision-making. DataSuite's high-throughput datastore unifies detailed data across all insurance business lines, streamlining efficiency with a holistic data approach. -
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Book Roll
Vertafore
Book rolls have traditionally been a complex, time-consuming, and costly process involving travel, printed policies, and manual data entry. To get more of the policies you want, you need a simplified and effective process to focus more on risk analysis instead of manual processes. Conduct book rolls with your insurance agency partners in a seamless, efficient, and secure environment. With Book Roll, carriers can digitally request an agency’s book of business, without disrupting agency operations. Whether you’re focused on growing personal or commercial lines, Book Roll simplifies the process of evaluating new business and ensures that you’re easy to do business with. Assess risks to get more of the policies you want, and export data for more detailed analysis. Bridge policy data to your customer portal to take advantage of your own underwriting rules. Instant batch rating compares your current rates with alternative rates to quickly define growth opportunities. -
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Insurity
Insurity
Our modern, API-based architecture facilitates quick, seamless implementations. Our low-code/no-code environment empowers insurers to quickly and easily build their own apps and integrate third-party services, continuously responding to ever-changing market needs. Always stay one step ahead of your customers’ needs—and your competitors! Our modern, highly-secure, cloud-based solutions provide cost-efficiency, flexibility, scalability, and the highest service levels in the industry. Insurity’s advanced RESTful API architecture and low-code / no-code development environment empowers insurers to quickly and easily build their own applications, creating their own customer experiences and continuously responding to market needs. With our industry-leading data and predictive analytics solutions, insurers are able to acquire business intelligence never before possible, and optimize their pricing, risk selection, and claims processing. -
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Moody's Analytics AXIS
Moody's Analytics
Moody’s Analytics AXIS actuarial system is a powerful modeling solution, used by insurers, reinsurers, and consultants for actuarial analysis of life insurance and annuity business. The AXIS actuarial system emphasizes performance, ease of implementation, flexibility, robustness, scalability, and transparency at lower cost of use. It delivers the flexibility to deploy large-scale computing power through an advanced cloud-based delivery platform or installed software. A flexible vendor-maintained actuarial system handles multiple applications such as reserving, asset and liability management (ALM), pricing, financial modeling, capital calculations, hedging, and financial frameworks. Project future monthly cash flows from starting liabilities and invested assets, for up to 100 years. Evaluate blocks of business using deterministic or stochastic projections of profitability and movements in surplus; evaluate the impact of reinsurance or changes in premiums and other plan values. -
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Compulife
Compulife Software
A full-featured quoting software that gives agents the ability to quote their clients’ life insurance coverage with ease and accuracy. Includes the rates of over 100 life carriers. You can run quotes for Term, Return of Premium, Simplified Issue, and Guaranteed UL products. Add instant life insurance quotes to your website. The Website Quoter easily integrates with your current website and will automatically adapt to any screen size to look perfect on all devices. You can control what life companies that you want to quote and set the e-mail address where you want any leads to go. The Compulife Basic Quoter will let you run life insurance quotes on any computer, tablet, or phone that is connected to the internet. It is fully responsive and can be used on any device such as a PC, MAC, iOS, Android, etc.Starting Price: $180 per user per year -
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Quantemplate
Quantemplate
Automate all your re/insurance data preparation, including Bordereaux management, MGA reporting, exposure management, fleet auto, aggregation and clash with integrated data quality assurance. Turn all of your insurance data sources into insights you can trust with the Quantemplate SaaS platform. Connect and cleanse your datasets, no matter how inconsistent or messy. Set data quality rules and quickly find failed data points. Rapidly bring together hundreds of datasets aided by smart mapping suggestions. Gain customer, market and pricing insights with flexible analytics tools, or export and share clean data. Integrate, automate and analyze your data sources, all in one cloud solution. Connect your datasets and gain insights in seconds, not months. A cloud solution your IT team will love. Fully encrypted, complete audit trail and ISAE and ISO accreditation. Zero-code interface allows you to freely explore, test and implement changes independently. -
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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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Novidea
NOVO IDEA SOFTWARE
Advanced insurance software solutions for distributors who want increased profitability satisfied customers. Clarity and confidence for brokers, MGAs and insurers. Created specifically for insurance professionals, Novidea is the insurance software solution that turns your data into insights you can act on. With real-time visibility into every aspect of your insurance business, clear reports, and powerful analytics tools, your brokers can close more sales and improve customer relationships. We just completed a survey of brokers, agents, insurers and MGA's, and the results reveal some surprising contradictions. The report underscores how far tech perceptions are from tech reality - and how we can close the gap. We're an An end-to-end broker and agency insurance software solution that makes success simpler. One Unified View. 360-degree, front- and back-office visibility into the entire customer journey. Actionable Intelligence. On-demand insights, reports, and dashboards. -
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RiskMatch
Vertafore
With over $130B of in-force premium, RiskMatch is the most comprehensive data and analytics platform that provides agencies and brokerages with actionable insights to grow their business. It supplies better recommendations, identifies specific revenue opportunities, and informs executive decisions resulting in increased growth and better relationships with customers and carriers. You're sitting on a treasure trove of data, but without the right tools you might as well be mining in the dark. Find out how RiskMatch can unlock your data, today. Agencies and brokers using RiskMatch have answers to these questions, they average 7% higher renewals and cross-sell 1.4 more products per customer. Analytics in Your Inbox gives producers and account managers valuable insights into renewal information, commission insights, and cross-sell opportunities. See your entire business in one place, in real-time, by office, producer, product, industry, insurer and premium band. -
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CoverWallet for Agents
CoverWallet
CoverWallet For Agents, an Aon Company is a technology platform that provides Insurance agents with a single point of entry to access multiple carriers and lines of business. It gives agents a fast, simple, and efficient solution to provide commercial insurance to businesses simplifying the way Insurance agents and agencies quote their customers - Single streamlined application - Compare multiple, bindable quotes - Online bind - Manage accounts on one central online platform. One application for multiple lines of business including General Liability, BOP, Professional Liability, and more. As you enter information, the application prefills answers to questions and skips unnecessary information to save you time. Compatible on devices including mobile, tablet, or desktop. Instantly compare quotes from multiple top national carriers, no appointments needed. Recalculate quotes and adjust coverages, limits, and deductibles at the click of a button. -
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i-underwrite
Intelligent Life Technologies Limited
I-underwrite delivers world class auto-underwriting. We offer a comprehensive set of software modules capable of delivering a full, end-to-end insurance sales process online, including needs analysis and quote, e-application, auto-underwriting, digital signature, up-sell or cross sell, offer and acceptance, payment processing, policy issue, reporting and data analytics. Auto-underwriting software The cornerstone of our digital insurance software is our auto-underwriting rules engine. Underwriting rules can be quickly and easily configured to auto-decision life, critical illness, disability, income protection and medical products to meet the specific needs and underwriting philosophy of any insurer. The rules engine is available as a ‘self-contained’ module, which can be integrated into an insurer's hosted environment or provided on a Software - as a Service model. Plug into the i-underwrite U/W engine using any electronic distribution system. -
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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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Applied Analytics
Applied Systems
Turn your raw business data into powerful insights into the performance of your business. Leverage the first insurance data analytics solution built specifically for your business to access multiple levels of analysis on key performance indicators for your agency’s book of business, employee operations and insurer relationships. Through an easy-to-understand visual interface, Applied Analytics™ allows you to obtain powerful graphical business insights from your existing management system data to drive greater employee productivity and increase profitable relationships with clients and insurers. Gain a consolidated view of internal operations with key performance indicators based on employee performance trends, success rates and progress toward projected goals. Analyze critical business KPIs and client portfolio development to sustain current client revenue and build additional revenue channels. -
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Milliman
Milliman
Insurers are awash in data, the question is, how do you get value from it? Milliman is a leader in developing and applying analytics solutions to improve decision making, measure and manage risk, increase predictive accuracy, and automate complex tasks. Leveraging hyper-scale cloud technology and innovative statistical approaches, we can help you discover powerful hidden insights. We handle regulatory assistance for both P&C and life insurance. Get help with the actuarial aspects of financial exams, rate filing, and model reviews related to catastrophic risk. We handle model review for both P&C and life insurance. Validate internal and third-party catastrophe modeling to reduce risk exposure and improve decision-making. With our sophisticated modeling tools and global expertise, we can help you create accurate, actionable financial projections and reporting. We help you understand the implications of pending changes on reserves and capital to ensure continuous compliance. -
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Pazcare
Pazcare
Give your employees’ the insurance plan they want. Pazcare ensures a seamless experience while they exercise their insurance claims. Unlike any retail health insurance plan, group medical insurance is highly customizable according to your needs. In simple words, you only pay for what you choose. Road accidents are one of the top 10 causes of death in India. Protect your employees with group personal accident insurance from unfortunate accidents and expenses. Employees are relieved from the hassle of going through medical check-ups under Group Term Life Insurance Plans. We don't require medical check-ups and reports to buy a group term insurance from Pazcare. -
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AgentExpress
AgentExpress
AgentExpress is not your typical quoting and enrollment platform. We've modernized the traditional CMS experience to set brokers up for success in the ever-changing landscape of insurance professionals. A foundation of technology, training, and support differentiates our agents allowing them to create truly incredible experiences for their clients. Built with decades of experience in the insurance and technology space. The AgentExpress platform is the industry leader in Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life quoting and enrollment broker technology solutions. Working with AgentExpress, you'll have a team dedicated to your success. Grow your business with in-depth product, technology and sales training. Train with our team, attend our weekly webinars, or learn at your own pace with our industry-first micro learning platform for insurance agents. -
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Assured Allies
Assured Allies
Combining data science & a human-centered approach to deliver the best aging outcomes for families and insurers. When health and function decline with age, the result is costly for families, insurance carriers, and society at large. Successful aging can slow down or prevent deterioration and allow older adults to live with dignity, choice, and independence in the place they call home. We understand who to help when to help and how to help using evidence-based intervention methods proven in population management. We shift populations to successful aging by utilizing our patent-pending technology and a human-centered approach. Identifies optimal timing and frequency of interventions to prevent further age-related decline. Analyzes blocks of policies to maximize the efficacy of interventions and increase block-level ROI. Supports individuals to succeed at achieving their goals related to where and how they age. -
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teamthink Envoy
Athenium Analytics
Quality assurance software designed for insurance teams struggling with manual audits and reporting. Automate your claims and underwriting QA with questionnaire builders, instant file selection and real-time results. teamthink Envoy empowers QA teams to improve individual and team performance, drive financial results and increase customer satisfaction. The key to effective QA is accurately measuring performance against your best practices and then using those results to review and close performance gaps. teamthink Envoy helps you successfully navigate this process. With the right information at your fingertips, you have the knowledge to improve performance quality while reducing operational costs and streamlining your QA process. Transform your QA process from manual to automated and instantly access questionnaires and results data. Generate actionable reports that connect performance and QA issues directly to their effects on leakage and risk. -
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Ivans Insights
Ivans
Ivans Insights is a solution unlike anything else available in the insurance industry that gives you the agency insights you need. This tool provides a simple, powerful, and efficient way for carriers to search multiple data points that provide valuable business and performance insights. Gain access to agency information that matters to you when making partner decisions. Search and find agencies with the type of business that fits with your goals. Learn about your agency’s download business and what its strengths are. Search among your current partner agencies to target opportunities for success and potential issues based on details you won’t easily find anywhere else. Fuel growth with new and existing partners. Search for new agencies based on what’s important to your market segment, book of business attributes, policy details, location, and key performance indicators. We provide you with monthly reports that include the agency details. -
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Novo Connection
Novo Connection
With Novo Connection, self-insured health insurance quotes can be done in minutes, not days. The Novo Connection platform provides an easy way for advisors to model out various self-funding strategies, understand a group's risk, customize plan designs and plan components, and secure competitive stop-loss coverage to match the plan designs. We take the guesswork out of shopping for program components. All of our vendors have been fully-vetted by a team of industry experts to ensure that you are getting the best quality and service possible. You're not only saving time by using Novo Connection, but you'll also be saving real dollars! Our pre-negotiated vendor rates will offer substantial savings on everything from stop-loss to customized program point solutions. -
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Zelros
Zelros
Automatically provide your advisors and policyholders with in-depth advice, and help them choose the right cover for their needs - in real-time. Leverage modern data to make the difference. Work remotely with intelligent applications. Streamline distribution and customer service for unprecedented customer experiences. Empower your organization with new skills and expertise in all lines of business. Run on our secure cloud and on-premise, with enterprise-level data anonymization, traceability and regulation compliance (IDD, GDPR). Connect seamlessly to your existing ecosystem through fast integrations with our partners Salesforce, Microsoft 365, Guidewire. From cover subscription to claim handling, deploy and monitor critical AI-driven processes in production, without compromising on fraud detection. -
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Silna Health
Silna Health
Silna Health’s Care Readiness Platform handles all prior authorizations, benefit checks, and insurance monitoring upfront to make sure patients are clear to receive care while providers gain capacity to focus on treatment. Its AI‑powered engine manages the entire prior authorization workflow, from tracking upcoming authorizations and sending weekly reminders to submissions and follow‑ups, automatically applying industry‑proven rules and escalating exceptions for human review. Specialty‑specific benefit checks verify coverage, accumulations, authorization requirements, and visit limits in real time, delivering accurate quotes at intake. Continuous insurance monitoring flags lost coverage, detects new plans, and safeguards against eligibility lapses. Designed for zero extra headcount, Silna ingests data directly from EMRs and practice management systems, offers configurable rule sets and strategic guidelines, and presents clear dashboards with incremental revenue insights. -
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RiskVille
RiskVille
RiskVille can help you automate core routine tasks within policy, claims and risk management. Manage your day-to-day operations including customer relationships, claims, policies and risks in one system. RiskVille is a cloud-based solution designed for any type of insurance business. We understand your business and know how important it is to see not only the whole picture of the business results but also to carry out carefully and accurately daily operations. Free up your people from doing monkey jobs and let RiskVille automate their routine. We all have audits and want to meet auditors with a smile feeling secure and compliant. Improve compliance by making audit processes more straightforward. RiskVille is GDPR compliant and hosted on the safe and secure Microsoft Azure platform ensuring safety and security for your data and processes. You can exceed clients' expectations by providing access to policies and claims via a simple online interface or friendly remind them about renewals. -
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Sana Benefits
Sana
We’ve made it simple. Benefit packages for employers with full medical, dental, vision and more without the headaches or hidden fees. Get real savings and top notch, modern benefits for you and your employees. If your employees love free smart toothbrushes and great dental coverage, they will love our partnership with beam dental. We took the traditional health plan and made it better. From co-insurance to referrals, our motivation has been simple: give it all and then some. We’ve done away with the old-school network. All of our plans are PPO Plus. This means you get access to our extensive Sana Care ecosystem and provider network, plus you can invite any provider you want without paying out-of-network fees. We break it down so you understand exactly what you’re getting, how much you’re paying, and why. All the info you want and nothing you don’t. Manage your organization’s benefits more easily than ever before. -
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Bold Penguin
Bold Penguin
Bold Penguin simplifies commercial insurance through advanced technology and quoting software designed for insurance agents, brokers, networks, carriers, and channel partners. It offers a suite of integrated tools including terminal, exchange, storefront, and analytics, streamlining the process of quoting, lead generation, and underwriting for small and medium-sized businesses. The terminal solution allows agents to quote and bind policies quickly, partnering with national and regional carriers to ensure the right coverage. The exchange platform facilitates growth by providing a marketplace for leads, while the storefront allows agents to manage digital quoting experiences for SMBs. Additionally, Analytics uses AI to enhance data extraction and underwriting. Bold Penguin’s technology empowers agents and partners to better serve SMBs by improving efficiency and expanding business opportunities. -
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DataXchange
DataXchange
The math is simple. Our customers report an average savings of 400 hours per year after implementing their first connector. No more duplicate data entry. No more costly errors. No more mind-numbing copy/paste repetition in spreadsheets. Data Xchange eliminates all the unnecessarily wasteful manual activity that keeps your teams from focusing on the most important task at hand. New integrations are launching every month to supercharge your back office, empower your field teams, and keep your project stakeholders accountable. Project-level integrations on Data Xchange deliver unparalleled project clarity across all project stakeholders and systems by ensuring each connected system is leveraging the most recent and accurate data. Owners, Architects, Engineers, GCs, and Subcontractors all get to stay in the systems they prefer, with full confidence that everyone else sees the same project data in their preferred systems. -
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IBQ Commercial Comparative Rater
IBQ Systems
Commercial comparative rating made easy. Enter data once in one spot. No need to visit multiple carrier websites for quotes. Skip all the retyping the same data into carrier systems. You’ll boost accuracy and reduce the risk of errors. Offer quotes from multiple carriers so your customers get the best option. Or let them self serve and quote from your website. Export customer data into IBQ for remarketing. Or quote in IBQ for export to your agency management system. No extra charge. No need to look up class codes for every company. Our innovative lookup function makes it easy to get the right class for every quote. Quote the most popular commercial lines from one spot–quickly and easily. IBQ provides cutting edge insurance technology to agencies across the country. We strive to give powerful tools to the independent agent, in order to compete in today’s innovative marketplace.Starting Price: $150 per month -
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ClinicPro Medical Software
ClinicPro Software
ClinicPro medical practice management includes comprehensive patient data, insurance coverage, appointment scheduler, management reports, electronic or hard copy insurance claims, plain paper insurance statements or emailed patient statement. ClinicPro medical practice management includes comprehensive patient data, insurance coverage, appointment scheduler, management reports, electronic or hard copy insurance claims, plain paper insurance statements or emailed patient statement. All the features of our unlimited package software plus the trusted proven Billing Technology for independent clinics to simplify your medical billing and maintain control of your practice. Clinic Pro EMR is not Medicare certified. It is, however, an excellent tool for creating daily encounters for commercial insurances, Blue Cross Blue Shield, and personal injury practices using touchscreen or tablets, modality. -
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Togal.AI
Togal.AI
Togal.AI is an AI-powered estimating & takeoff tool built BY estimators, FOR estimators. Let AI take care of the repetitive, mind-numbing tasks like clicking, coloring, and counting, so you can focus on the art of estimating (and winning more bids!). The AI tools inside Togal can do things like: - Auto-name all your drawings instantly - Search for any piece of text, image, or pattern across all your documents - Measure, color, count, and compare drawing sets & quantify changes You can also: - Collaborate with multiple people on the same takeoff at the SAME TIME without losing any work. - Work on takeoffs with subcontractors even if they don't have Togal - Use a complete suite of sleek, easy-to-use manual takeoff tools And SO much more. Book a demo with YOUR plans and see TOgal in action today! -
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Huddle Health
Huddle Health
Medical history, prescriptions, insurance details, provider information, and more – all in the palm of your hand. Paper records are a thing of the past. Organize and store your medication list, receipts, vaccination history, care plans, and more in Huddle Health. Whether you’re scheduling an appointment or meeting with a doctor, Huddle lets you retrieve your medical information at the tap of a finger. A medication list that finally shows the whole picture. Quickly add prescriptions, vitamins, and supplements, past or present. Medication names and dosages are only one part of the equation. Associate each medication with the prescriber, your insurance provider, and even the condition it’s treating. When it comes to remembering your prescriptions, a picture can be worth 1,000 words. Add an image to each medication entry for easy identification. -
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UrbanStat
UrbanStat
UrbanStat has more than 20 different modules to help you manage your portfolio better, automate your underwriting, select better risks, and price more accurately using geospatial data and machine learning algorithms. From high-level portfolio analytics to transaction-level risk selection and pricing. UrbanStat is a one-stop-shop for property underwriting in both personal and commercial lines. UrbanStat platform has over 30 different data points for every property in the US, Canada, and Europe. A single platform to manage your portfolios across borders. Integrate with UrbanStat as fast as 4 weeks. Whether you want to integrate on database level, file system level or through modern APIs, we have a solution for your needs. Duck Creek, OneShield and Guidewire integrations are readily available. This is our full automation mode. Set up your exposure alerts once and let our technology do the rest and notify you if there are areas that start accumulating more exposure. -
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Corvus Insurance
Corvus Insurance
Smart Cyber Insurance policies begin with information gathered through the proprietary Corvus Scan which helps to quantify cyber risk. This intelligence enables our team to deliver optimal pricing and coverage options within minutes. Each policy includes a Dynamic Loss Prevention™ report with detailed IT security recommendations, access to our Risk & Response Services for proactive risk management, and ongoing vulnerability alerting. Our proprietary underwriting process leverages new sources of data analyzed with machine learning to quote cyber insurance coverage for most accounts within minutes, while also providing our experienced underwriting team with tools and insights to work on complex risks. Corvus's broker platform, the CrowBar, optimizes quoting with the shortest application in the industry, enabling brokers to request and receive quotes within minutes for most accounts. -
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BenefitMall
BenefitMall
BenefitMall gives you less of what holds you back and more of what makes you great—empowering you with a true General Agency experience to ensure your success. Our next generation technology wrapped in best-in-class services offers the expertise you can count on for seamless quoting to enrollment. Efficient, secure, digital benefits solutions that keep you and your clients safe. Adding additional products to round out your client’s benefits package is a great way to increase your commissions—while helping your clients control the cost of medical premiums. From dental and vision to disability, accident and critical illness, these additional products can even help your clients with employee retention. Help your clients make sense of healthcare reform, federal and state regulations, HR issues and much more with BenefitMall's additional products and services resources. -
46
Julie
Julie Solutions
Dental surgeons & dental assistants, we support you in the management of your activity. Control your agenda simply Optimize your patient relationship Manage your treatment plans quickly Interconnect your practice efficiently Manage your activity in one click. Control your agenda simply. Planning management adapted to your practice and your needs. Online appointment booking system accessible 24/7 by your patients. Automatic appointment reminders by SMS. Your agenda accessible remotely. Optimize your patient relationship. Complete management of documents related to the patient file (medical questionnaire, prescription, letter, estimate, etc.) Secure and automatic external backup. Customizable 3D instructional videos. Monitoring of the support of quotes with mutuals. Manage your treatment plans quickly. Simplified and intelligent entry of documents. Quick creation of favorite treatment plans. Integration of regulatory changes. -
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Contactability
Contactability
Our goal is to streamline your customer aquisition process and grow your bottom line. We own and generate our traffic from some of most powerful insurance domains available including SmartFinancial.com and UnitedStatesInsurance.com. Here’s how it works. We locate high intent insurance customers while they are shopping online. We then ask them to fill out a 35 question application including details about their current coverage and contact information. The consumer information is then screened and verified by LeadiD/Jornaya, xVerify, RealValidation, and our proprietary human screening process. Pre-qualified prospects are instantly delivered to your agency ready for a quote. We match insurance customers with the best conversion channel and forward collected application information to you via lead, call, or click. -
48
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. -
49
AccuQuote Direct
AccuQuote
AccuQuote was created specifically for HVAC manufacturers’ representatives to make the process of creating professional and accurate quotes easy. Your team will be able to spend more time with clients selling and less time sitting behind a computer writing quotes. If your business is currently relying on spreadsheets to produce quotes, you are likely working with flawed information. According to a study conducted by the International Conference on System Sciences, 76% of spreadsheets contain errors. AccuQuote automatically calculates price, margin, markup and freight cost. Leave behind the errors that come with using spreadsheets and whiteboards. Your entire sales team will have access to a company-wide database of templates creating consistency and streamlining your quote creation and management process. Update specs, cost and markup in one centralized template, and everyone on your sales team will be quoting with that updated information instantly.Starting Price: $50 per month -
50
ReFocus AI
ReFocus
ReFocus is an AI platform that derives insights from every customer interaction to match a customer’s wants and needs to products and services at scale. Maximize your sales opportunities by knowing your prospect’s wants and needs before the first interaction. With real-time insights into a buyer’s wants and needs, maximize every account rounding opportunity. Align opportunities to the sales process, increasing customer adoption of products and services. ReFocus AI uses live data to strengthen decision-making, streamline the sales process, and ensure customer success. ReFocus AI uses live data to strengthen decision-making, streamline the sales process, and ensure customer success. ReFocus delivers the best predictions, analyses, and time-savings solutions when you need it most. In an increasingly mobile world, we need increasingly mobile solutions. ReFocus is here when you need it, wherever you are.
