Alternatives to PlanSource
Compare PlanSource alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to PlanSource in 2025. Compare features, ratings, user reviews, pricing, and more from PlanSource competitors and alternatives in order to make an informed decision for your business.
-
1
Workterra
Workterra
Workterra is a fully configurable, easy-to-use benefits administration and enrollment platform built to simplify the growing complexity of benefits for HR and employees. Leading employers, brokers and carriers choose Workterra for its unmatched flexibility, robust reporting capabilities, and intuitive user experience. Workterra’s industry-leading technology, together with a comprehensive suite of administrative services backed by a dedicated service team of benefits experts, helps clients deliver a personalized employee enrollment experience, reduce administrative burden and streamline data exchanges with the utmost accuracy and security. -
2
Guidewire
Guidewire Software
P&C insurers need a platform that helps them engage personally, innovate freely, and grow efficiently. At Guidewire, we are utterly committed to your success. We combine digital, core, analytics, and AI to deliver our platform as a cloud service. And with the largest R&D team, services team, and partner ecosystem in the industry, we continually evolve and innovate to meet your needs. Maybe that’s why more than 450 insurers, from new ventures to the largest and most complex in the world, run on Guidewire. Truthful relationships with customers, prospective customers, partners, investors, and each other. Communicating through clear arguments, building excellent quality products, and making decisions carefully on the basis of factual evidence. Chosen by more than 450 insurers, from new ventures to the largest and most complex in the world, Guidewire is the most trusted platform in the industry. -
3
Sapiens BillingPro
Sapiens
BillingPro is a modern, configurable billing software designed to empower Property & Casualty (P&C) insurers by providing individualized billing experiences through flexible low-code technologies. It offers lifecycle management for all P&C lines of business and billing types, supporting flexible payment plans that can be easily updated. The platform facilitates omni-channel payments and communications, enhancing customer experience. With industry-leading configurability and rules-based functionality, BillingPro streamlines billing operations by automating billing and payment processes, tracking transactions in real-time, and accurately managing fees, including premiums, taxes, commissions, discounts, surcharges, and fees. This automation reduces billing leakage and collection timeframes, improving operational efficiency. Advanced accounting dashboards provide 360° visibility into billing, collection, and payment activities. -
4
Diamond Billing
Insuresoft
Insuresoft's Diamond Billing solution is designed to provide insurers with accurate, real-time data and self-service capabilities for agents and policyholders. It allows agents to manage their business and policyholders to oversee their coverage at their convenience. The system automates routine tasks, ensuring they are managed appropriately, and accommodates real-time pay plan changes across multiple payment options. It efficiently handles tasks such as non-paid cancellations and reinstatements, optimizing service efforts and enhancing policyholder satisfaction. The configurable design satisfies the distinct needs of agents and policyholders, enabling the implementation of pay plans that work for clients and allowing real-time pay plan changes mid-term, giving clients control over their payment options. Diamond Billing offers a variety of payment methods, including mobile, web, credit card, EFT, checks, or cash. -
5
Symplast
Symplast
Symplast is the comprehensive solution for Plastic Surgeons, Medical Spas, and more. Boasting an intuitive Patient App, Marketing Analytics, best-in-class EHR, Practice Management System, Insurance Billing, and more – your practice will thrive with Symplast! Streamline patient encounters with lightweight, actionable charting. Speed things up by writing or dictating EHR notes from customizable templates or add your own. Free up hours of time across your practice with online appointment requests, a digital new patient intake portal, and HIPAA- secure automated appointment reminders. Give your patients peace of mind by staying in touch with them through real-time, two-way, HIPAA-secure messaging, media sharing, appointment reminders, and more. Doctors, patients, and staff alike can securely share images, videos, and files with the push of a button. Easily tag media for marketing purposes and keep it all organized with a global catalog. -
6
Pathway Insurance Software
Pathway
Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.Starting Price: $120 per month -
7
InsureBill
Ebix
InsureBill is a comprehensive billing solution designed to manage the revenue side of insurance enterprises efficiently. It supports single and multiple policy accounts, multiple payers for policies, and non-premium billing, including deductibles, claim payments, recoveries, and subrogation. The system offers a vast selection of features that improve cash flow and generate timely, informative, and seamless reports, enhancing efficiency and productivity. InsureBill is flexible and extraordinarily easy to use, designed for more efficient cycles that increase internal staff productivity and reduce operating costs. It enables a higher volume of transactions to be handled by the same staff with a higher degree of efficiency. As a product that provides the highest degree of scalability and flexibility, InsureBill matches the growing needs of organizations, which is a vitally important factor when evaluating return on investment. -
8
Intsec
Intsec
You need them all in today's insurance market. Whether you're managing the full product life cycle, launching new products, or mining your commercial data, we have the management system to get you there, quickly, reliably and at a cost you can afford. Underwriting can be obvious or highly complex. Which risks would you rather have your insurance underwriters evaluate? With our policy admin platform, you can build virtually any type of insurance product using a rich library of bureau content as the starting point, and configuring your own custom rates, rules, and forms. It's a policy administration system that delivers on its promises: speed, reliability, and low entry cost. Instec provides a timely, accurate, and flexible insurance billing solution to support a wide variety of payment plans, billing types and commission options, and with easy access to commercial data you have all the information you need to effectively manage your cash flow. -
9
AI Insurance
AI Insurance
AI Insurance is a modern, cloud-based, AI-powered insurance management platform designed to streamline and automate workflows for program managers, captives, third-party administrators, and risk retention groups. The platform consolidates various functions into a single interface, including claims management, financials, digital portals, and application processes, premium billing, policy issuance and signature, rating engine, and data management. Key features include AI-backed automation for tasks such as invoice auditing, where defense counsel invoices are parsed and audited against guidelines to prevent unauthorized legal fees, and application parsing, which extracts data from received applications to populate forms automatically. Additionally, the platform offers indemnity prediction capabilities, claiming to be 25% more accurate than adjusters after a year of usage, providing cost predictions and recommendations for claims.Starting Price: $1,089 per year -
10
bflow Solutions
bflow Solutions
Collect more revenue, automate everything, and get instant insights all while maintaining your compliance. Begin your journey to an automated future with BFLOW® today. Unlike other platforms, BFLOW® is built exclusively for DME business and includes all the required forms and tools to keep your cash flowing and your operation in compliance. Don’t suffer DME platforms that only offer complicated processes resulting in error-ridden medical claims and, subsequently, reduced cash flow. We’ve created a new breed of cloud-based DME software to give operators an easy interface at deeply reduced costs. BFLOW Performance Management Dashboard. Simplify your operation with multi-channel billing from one seamless application. Retail POS, insurance billing, patient billing, and B2B invoicing are all included. It’s an all-in-one solution and is available as part of our standard pricing plan.Starting Price: $65.99 per month -
11
Applied Pay
Applied Pay
Applied Pay is a comprehensive digital payments solution designed specifically for the insurance industry. It seamlessly integrates with Applied Epic, Applied CSR24, and EZLynx, automating payment collection, processing, and reconciliation. This integration enables agencies to offer clients a secure, convenient way to pay premiums online from any device. Applied Pay supports various payment methods, including ACH, credit and debit cards, and eWallet options, providing flexibility to insureds. Features such as next-day funding, the ability to pay multiple invoices simultaneously, and the option to set up recurring payments enhance the payment experience. The platform offers real-time visibility into all payment transactions through an intuitive dashboard, facilitating efficient accounts receivable management. By automating workflows, Applied Pay reduces manual errors, ensures compliance with PCI and NACHA regulations, and decreases agency liability. -
12
Portia
Portia International
Portia is therapy-first ABA software for your ABA clinic that combines practice management, electronic medical records, insurance billing, curriculum and data collection. The PortiaPro data collection mobile app is available on both Apple and Android devices. The mobile app also works perfectly offline. The PortiaPro app can be pre-loaded with sessions for those who do not have a cellular plan on their device or do not have access to Wi-Fi at a client’s home. GPS location is recorded, and captured information is synched to the server every 30 seconds to Portia. BCBAs can watch data arrive in the system in near real-time. All entries are time-stamped so you will know exactly what was recorded and when. Session scheduled time and actual time is viewable and editable. -
13
Autorox
Autorox
Autorox enables Total Garage Management, an all-in-one platform! Autorox provides instant real-time car repair estimates, insurance billing, extensive parts catalog, inventory management, insightful reporting & dashboards, vehicle condition checks with the capability to take pictures, a user-friendly mobile app, sell products module and more. Reduce Claim processing time (TaT) by 50% through streamlined processes & timely access to the right information. Build repair estimates quickly with our in-built catalog of OEM /Aftermarket spares and labor pricing. Autorox can reduce unnecessary expenses due to incorrect estimates, R&R, unnecessary replacements etc. -
14
Applied Epic
Applied Systems
The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your agency on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies. Give employees a simple, intuitive user experience. In just a few clicks, they can view account and policy details, complete a quote, file a claim, and remarket a renewal. -
15
Stage 4 MD
Stage 4 Enterprises
Stage 4 MD® is the next evolution of practice management/EMR software. Built by a practicing plastic surgeon, it is a HIPAA-compliant, cloud-based program with access from any device, anywhere with an internet connection. Features include a simple to use, clean and intuitive interface, integrated telehealth, automated appointment reminders, flexible charting, photo management/imaging, customizable quotes, digital consents, patient portal, ePrescribing, robust reporting, CRM consult follow-up, and much more. Insurance billing available this summer. FREE 30-day trial with no startup fees, free remote training, free tech support, and free migration of existing data. Plus, all monthly fees are waived while your office is closed due to coronavirus. Subscriptions are month-to-month with no long-term contract and no annual maintenance fees. All for $650/month for the first doctor with unlimited users, unlimited devices. Use the time your office is closed to switch. Contact us for a demo.Starting Price: $650 per month -
16
Capsule
Capsule
Capsule is an enrollment and billing software solution designed to enhance product offerings for Third-Party Administrators (TPAs), insurance carriers, and associations. Developed by MPB Solutions LLC, Capsule utilizes the latest tools in software development technology to lead the way in enrollment and consolidated billing and remittance. The system produces client invoices for various insurance premiums based on enrollment data combined with business logic tailored to billing administration needs. It is engineered to be reliable, accurate, and user-friendly. The core code behind Capsule has been operational for nearly seven years, generating over 1,000 invoices monthly and facilitating services for nearly 80,000 employees and dependents, demonstrating its dependability with minimal invoice corrections or downtime. The platform features a new front end designed to significantly reduce user interaction during the monthly billing process. -
17
Eligible
Eligible
Eligible's powerful APIs are the easiest way to add insurance billing experiences into your applications. These accreditations assure patients and providers that Eligible has accomplished the strictest compliance with privacy and security best practices while processing millions of healthcare cases each month. We fully understand the role of a mature and proven information security program in meeting Eligible and customer goals. We are happy to announce the successful completion of our Type II SOC2 review. Achieving this certification helps us assure our customers and the companies with which we interact that we understand our responsibilities in keeping protected health information safe. Instantly deliver exceptional experiences for patient insurance billing to your end users. Run estimations, perform insurance verifications and file patient's claims all with simple APIs.Starting Price: 3% Fee -
18
PrognoCIS Practice Management
Bizmatics
Seamlessly integrating with, our cloud-based Practice Management solution allows for quick and easy billing management, which enables your practice to quickly identify and confirm patient insurance benefit eligibility level and copay. Work with many different clearinghouses. Efficiently manage your accounting books. Easily reconcile patient accounting and insurance billing. Quick and easy online patient payments and EOB/ERA processing. Our healthcare practice management system has a very robust tasking system. You can quickly find and assign claims to work on using a filter-based search function. You can filter and search outstanding claims by around 100 different parameters, including patient vs. insurance responsibility, primary/secondary/tertiary payer or payer grouping, provider, date of service, aging bucket, and denial reason. Filters can be saved and reused later.Starting Price: $250 per month -
19
OneShield Billing
OneShield
OneShield Billing is a comprehensive payment and receivables management system tailored for Property & Casualty (P&C) insurers across personal, commercial, and specialty markets. It streamlines all aspects of the billing cycle, from invoicing to reconciliations and reporting, enhancing process efficiency, speed-to-profit, and customer service. The system manages the entire billing lifecycle, including invoice generation, tracking payables and receivables, and swiftly resolving customer and partner inquiries. Features such as web portal capabilities, built-in commission management, flexible equity-based billing, payment, and delinquency plans, and seamless integration with third-party document and payment systems significantly enhance agent and customer service levels. Available as a stand-alone solution or as part of the OneShield Enterprise suite, OneShield Billing is easily configurable and can be deployed on-premises or in the cloud. -
20
William
Certifi
Certifi's William is an intelligent automated premium billing and payments platform that performs all the functions of membership accounting, payment management, collections, and remittance for digital benefits-based billing. William enables 100% electronic billing transactions in complex billing scenarios, including payer-sponsored marketplaces for group and individual populations, as well as unique populations like Medicare Advantage and Medicaid. As a true enterprise-class accounting system, William offers GAAP-compliant reporting with clear audit trails for general ledger management. All customer-facing bills, reports, portals, and tools are branded to be consistent with your organization's brand. The platform delivers rules-based delinquency and termination communications, from notification to policy suspension and termination. Consumers and employers can set up individual or recurring payments using their preferred payment methods. -
21
Psyquel
Psyquel
Pysquel is an innovative Internet-based insurance billing, collection service, and practice management software solution for mental health providers. Feature-rich and powerful, this comprehensive mental health billing software and mental health electronic health record (EHR) platform offers a unique combination of features and tools that significantly improve your practice’s profitability and efficiency. Core features include claims management, appointment scheduling, Electronic Data Interchange (EDI), billing and invoicing, assessment and treatment plans, progress notes, patient portal, personnel management, and more. -
22
Grappler
Grappler
Grappler is a cloud-based accounting automation software tailored for the global insurance sector, addressing back-office challenges faced by syndicates, MGAs, service companies, cover holders, agencies, and insurers. The platform enhances decision-making with key financial metrics, supports forward-looking strategic planning, and enables continuous forecasting. By leveraging automation and machine learning, Grappler automates manual reconciliation processes, resulting in increased accuracy and faster matching of payments and policies. Key features include automating daily, monthly, and annual closing activities to reduce risk and enhance control; modernizing the automation of legacy bordereaux document flow to provide transparency of cash positions; eliminating unallocated cash and clarifying debtor positions; and offering dashboards, analytics, and reporting for all ledgers, showing unallocated cash and debtor positions along with customer metrics. -
23
RAPID
ACOM Health
ACOM Health is a premier provider of superior billing services and software solution. Specifically built for chiropractic offices, RAPID by ACOM Health offers the industry's most results-oriented, effective, and comprehensive solutions for electronic health record (EHR), notes, practice management, and insurance billing and collections services. Key features for doctors include fully automated EHR workflow, chiropractic templates and charts, automated alerts. For patients, RAPID provides an online patient registration, patient appointment reminders, self-service registration kiosk, appointment reminders, and more.Starting Price: $199.00/month -
24
Fiserv Engagement Advantage
Fiserv
Engagement AdvantageSM from Fiserv delivers an integrated approach that enables your business to offer the billing and payment options your customers demand, drive greater engagement to increase growth, and help you compete on the customer experience. People expect personalized experiences and convenient choices with every interaction. Meet their diverse demands and effectively compete on the customer experience with access to new technologies and expertise - without adding unnecessary cost and complexity to your operations. There's more than one way to deliver bills, and more than one way to reach the people reading them. Whatever the delivery method, customers spend serious time with their monthly bills. Our research shows that on average customers spend approximately two to four minutes on each paper bill, and slightly less on each electronic bill. Highly personalized, branded bills can engage, cross-sell and deliver a consistent cross-channel customer experience. -
25
Socotra
Socotra
Our flexible product model enables you to build engaging products and experiences that your customers want. Create any type of insurance product, for any region, and distribute it any way you choose. Create lines of business as standardized as you have today or as innovative as you need for the future with minimal effort. At Socotra, we see our platform as living software. Because we are the first true-cloud platform for insurance, our upgrades are continuous, automatic, and free. That means Socotra keeps growing, adding new features, and improving. The result is complete, up-to-date software without interruption and unnecessary costs to you. As a true product, Socotra is ready to use on day one. That means we don’t need to spend your time and money building a custom solution for your project. Instead, you can start configuring your insurance product and seeing real value right away. -
26
Intellect
Prime Clinical Solutions
Prime Clinical has provided professional services and time-tested practice management software to physicians for more than 30 years. Intellect, our ICD-10 ready practice management system streamlines all aspects of administrative workflow, from appointment scheduling to insurance billing. This allows you and your staff to focus on what matters most: delivering high-quality patient care. Intellect practice management software also allows for full integration with your EHR, permitting data to flow easily and securely through each of your healthcare organization’s patient data management applications. Send appointment reminders to patients via email, telephone or text message. Track and ensure that proper reimbursement is met for each CPT code on every bill. Have monthly, quarterly, and yearly stacked reports printed at any predefined time or interval. Enable scheduling and billing workload to be shared remotely between multiple practice locations. -
27
Practice Perfect
Practice Perfect
Fully-manage your clinic with Practice Perfect, a top-to-bottom EMR and practice management application that includes everything you need, from online booking for patients, scheduling, private and insurance billing, clinical documentation, revenue and key operational metrics reporting and so much more! Let us equip you with the tools you need to manage your practice — and to help ensure its growth. Our innovative Practice Perfect Management & EMR application is designed to streamline clinic processes and provide key operational information. We know that each facility has its own needs. That’s why we believe that healthcare software should be molded to fit the user, not the other way around. Unlike many other EMR applications out there, all aspects of Practice Perfect were developed in-house. It's designed to work seamlessly, giving you one point of entry for your data, and one point of contact for your support. -
28
Mass Auto Garage Software
Mass Technologies
Mass Auto Garage Software in Dubai, UAE, is a complete workshop management solution that takes complete control of the Garage management business! Automated solution that automates all business processes of Garage business right from the entry of the car in the garage followed with screening and tracking, from Car number or Token number to Estimation, job card creation and tracking till it leaves the garage with a gate pass. Our software works on comprehensive business control over sales, inventory, and operations with a controlled business eye on the dashboard! Mass Auto garage software offers solutions that control your workshop operations seamlessly to drive your business growth. We Offer ONE Software for All Your Garage Operations. Features Include: Job Cards & Estimations Photos / Image Uploads Insurance Billing Purchases, Inventory & Operations Reports & Financial Accounting Multi-Branch Management Life Time Software Multi-Device Compatible Digital Signatures -
29
SEMmed Ambulanz
Esculenta
Our job is to spend more time with your clients, which is why we have developed user-friendly software that makes administrative and documentary activities in the medical field much easier. The simple and quick application of our software allows the staff more time for their actual tasks and working with the client. In a face-to-face meeting, we will work out your needs with you and which standard modules are required for your company, as well as what we are allowed to adapt or develop especially for you. The software should adapt to your company and not the other way around. We are convinced that we can meet almost all of your requirements with the current standard. The certified health insurance billing enables qualitative data transfer with the public authorities. -
30
TransitExec
Transit Connect Group
Easy-to-use medical and paratransit dispatch and scheduling tools make a trip management process easier, faster and more cost-effective for NEMT companies. TransitExec is a software company based in Milwaukee, Wisconsin. We offer a complete solution for NEMT/Paratransit operators. Very easy and very affordable. Simple pay-as-you-go model. Zero upfront cost. Includes scheduling, dispatching, auto-routing, customer management, insurance billing, custom reports, fleet management, integration with all MediCaid brokers for EDI trip management. Quick scheduling and real-time dispatching are essential keys in the day to day operations of a NEMT business. They enable you to schedule all rides in the shortest time, and optimize it, which results in more revenue per one trip. TransitExec scheduling and dispatching software provides all the tools you need to optimize your routes, save gas and money.Starting Price: $0.05/one-time -
31
Veruna
Veruna
Leveraging the Salesforce platform, Veruna is bringing to insurance what 80,000 businesses in other industries have already been using for years. Finally, a system your agency can configure to sell more, be more efficient and serve your customers better. Veruna is the revolutionary insurance management system purpose-built to unchain you from what's held you back for years. Putting the agency first, Veruna allows agencies to configure their software to match their unique business processes by building customer workflows, and automated back-end processes and interacting seamlessly with tools and customer-direct websites and portals. It’s time for forward-thinking independent agents to take up the banner of change, demanding more than the status quo that dominant providers have been serving up for years. With Veruna, agencies can easily configure their systems to prioritize what matters the most to their businesses - helping customers, growing business, finding unique solutions, etc. -
32
CenterPoint Payroll
Red Wing Software
CenterPoint Payroll software is a locally installed or cloud-based system that adds profits by reducing the time and money associated with payroll processing. System reminders can be set up to alert you when certain processes need to be performed or when taxes are due. (For example, pay your employee medical insurance bills on the 15th of the month or pay your taxes when your Federal Tax Liability account is greater than zero.) All 50 State tax calculations are included as well as unemployment, disability, and some local tax calculations. Paying your employees becomes an easy process in CenterPoint Payroll! Choose to enter detailed time sheets, or easily enter details by using pay defaults. Pull pay data directly from most time clocks into the CenterPoint system. Select hourly employees separate from hourly employees, bi-weekly versus weekly, and more. Save time by copying previous pay runs and use it as a starting point for a current pay run. -
33
The Plan Administrator
Benefit Plan Systems
The Plan Administrator (TPA) is a group enrollment, eligibility maintenance and consolidated billing system. Maintain a central information database with all related client, participant, dependent, coverage and rate data. Consilidate all plans on one billing, report eligibility electronically, on-line enrollment Automatic calculation of rates based on any number of variables, including age, length of service, health risk factors and all others. Use name list or summary billing. Easy import/export using csv, composite or ODBC/SQL. Web-enable with CSPWeb module. Automate all COBRA administration functions, from Notification through Conversion. Full premium accounting features, including automatic handling of advance, partial, retro active payments and NSF checks. Easily relate to any other system using ascii, csv, composite or ODBC/SQL. In use by many of the nation's largest administrators since the start of COBRA, this system has proven value backed by more than 25 years of use. -
34
Web Benefits Design
Web Benefits Design
Web Benefits Design (WBD) is a leading national employee benefits technology, communication, and administration firm. WBD works with companies of all sizes to develop employee benefit solutions on the cutting edge of technology and value. We provide a one stop solution for employees and Human Resources to manage benefits. Customized benefits website with company logo, colors, images, and branding. The Supersite creates a single access point for enrollment, benefit comparisons, plan documents, forms, contacts, and decision support tools. For an engaging, high impact experience, our interactive decision support tool helps employees calculate future care considerations, annual premium cost, and benefit design to specifically recommend the right plan. WBD offers best in class COBRA and ACA! Our ben-admin platform provides fully integrated eligibility logic with real-time COBRA and ACA data updates and reports. One team. One eligibility source. One solution. -
35
Noyo
Noyo
Noyo connects and simplifies the employee benefits ecosystem with modern, API-powered data infrastructure. Integrate with Noyo and connect to a new world of benefits. Quickly connect to Noyo’s APIs and activate fast, accurate data exchange with insurance carriers. Win customers with powerful automation, real-time visibility, and clean, trusted data. Noyo offers the only full-featured APIs for benefits administration, with the entire lifecycle of a policy, covered. Quickly install new groups in the carrier’s system and automatically confirm enrollment can begin. Send transactions, receive confirmations, and automate accuracy with APIs for member changes. Process and confirm renewals via API to eliminate manual work and activate fast reliable coverage. Transform digital enrollment with partner-facing APIs and industry-leading sync capabilities. Get up and running fast with a flexible, one-to-many API solution that plugs into existing systems. -
36
EIS BillingCore
EIS
With a modern, architecturally sound billing and invoicing SaaS platform from EIS, insurers get full control of billing cycles for all customer types and product lines. See how EIS BillingCore does it. Developed with ambitious insurers in mind, BillingCore automates key billing operations, turning them into routine processes that need little or no agent intervention. Streamlined end-to-end billing through BillingCore SaaS not only improves efficiency and cash-flow visibility for insurance organizations but also makes payment as easy as possible for all billable parties. Whether working alongside the rest of EIS Suite or other core systems for claims and policy handling, several critical features make BillingCore the ideal insurance billing management solution. Establish full control of billing lifecycles for all customers and product lines. The platform also keeps every bill in alignment with policy requirements. -
37
Anagram
Anagram
Anagram Prosper puts money back in the hands of your patients — at no cost to your practice. Increase your margins, delight your patients, and forget courtesy discounts. We partnered with the best vendors to develop wholesale price lists that better align with the needs of you and your patients. Provide rebates on the same products you already stock. Incentivize your patients, drive more conversions, and collect more revenue. With Anagram Prosper, you can save patients money without offering discounts or lowering your margins. Use our rebate program to drive more sales and make your patients happy. Most patients don’t know about their out-of-network benefits. Anagram Access can pull real-time vision plan eligibility to maximize savings for your patients. With Anagram Access, you can quickly calculate how much your patient owes and how much their vision plan reimburses. -
38
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 -
39
BrickMed Office
BrickMed
Avoid PM software that’s designed to tie you to an EHR. At BrickMed, the prosperity of your business is our focus. Schedule Patient Appointments Flexibly (including recurring visit management & exporting to third-party appointment reminder systems). Speed Front Desk Payment and Checkout (leverage support for integrated credit card and check processing). Whether you run a “100% insurance” practice, an ambulatory surgery center, or a cosmetic practice that occasionally does reconstructive work, the realities of consumer-driven healthcare mean that your practice management solution has to empower your staff to efficiently handle everything from retail operations and product sales to traditional insurance billing. Today, billing centers need to go beyond claim processing to become trusted consulting partners to providers, irrespective of rapid change in the business of medicine. BrickMed solutions empower consultor billing centers.Starting Price: $2995 one-time payment -
40
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. -
41
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. -
42
BriteCore
BriteCore
BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility. The BriteCore Platform enables insurers to seamlessly manage policies, billing, and claims; rapidly configure new products; and access comprehensive reporting and analytics—all within a unified core insurance system that includes user-friendly portals for agents and policyholders. Trusted by over 100 insurers across North America, BriteCore’s policy administration system empowers mid-size carriers and fast-growing MGAs to streamline their operations and confidently compete with the industry's largest providers. For more information, visit britecore.com. -
43
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. -
44
InsurePay
InsurePay
InsurePay is a leading payment platform that revolutionizes how insurance organizations calculate, collect, send, and reconcile payments. Designed to seamlessly connect carriers, managing general agents, and policyholders, InsurePay offers a dynamic ecosystem that enhances efficiency and transparency in financial interactions. The platform supports a range of payment methods, including ACH, debit cards, and all major credit cards, catering to diverse client preferences. Features such as Payment Links allow insurance organizations to quickly request payments through reusable links shared via email or SMS, providing a direct path for policyholders to make secure payments. InsurePay also offers pay-as-you-go workers' compensation billing, enabling real-time premium calculations based on live payroll data, and improving accuracy and cash flow management. For agents and brokers, InsurePay delivers an integrated platform that streamlines premium collections, payables, etc. -
45
ClaimScape
DataGenix
Emerged in the year 2000, DataGenix is strongly resolved to provide TPAs, adjusters, and insurance companies with modern claims processing solutions. We understand that claims processing and health benefits management can include several complications. So that your business does not suffer any losses, our experts have created the advanced ClaimScape software that can automate the entire adjudication process. The goal of our business and the Claims software is to resolve the perplexities that hinder the reach of unmatched customer experience for your clientele network. Keeping in mind the modern trends and requirements, we can assure your business's optimum growth with our software products. We have won the trust of top TPAs of the nation and are willing to serve more. -
46
Marsh ClearSight
Marsh
Marsh ClearSight is one of the industry’s leading providers of risk and insurance management solutions. Marsh ClearSight is one of the industry’s leading providers of risk and insurance management solutions. Our software and services help clients consolidate risk information and manage risk-related claims and events, allowing these organizations to better understand and control their total cost of risk. Marsh ClearSight’s solutions are supported by a global team of more than 500 technology professionals. Our experts develop sophisticated, internet-accessible risk management software, guide clients on data transformation and consolidation efforts, and help them maximize their technology investment through customized software configurations and user training. -
47
TherapyMate
TherapyMate
TherapyMate is an easy-to-use web-based practice management platform purpose-built for mental and behavioral health professionals that include therapists, counselors, psychologist, psychiatrists, and social workers. Smart, scalable, and secure, TherapyMate offers a host of features and capabilities that include business document management, scheduling, calendaring, therapy notes, appointment reminders, credit card processing, insurance billing, income and expense tracking, and more.Starting Price: $29.00/month -
48
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. -
49
TimesManager
JDi Data
No longer are you restricted to your desk. Keep all of your data with you while you are on the move by downloading the TimesManager™ mobile app! TimesManager™ is a cloud-based software used by consultants, adjusters, accountants, mediators and law firms that offers accessibility to all of your time and expense slips, split billing, documents, clients, projects and assignments from the convenience of your computer, tablet, or smart phone. Utilize TimesManager’s™ quasi Customer Relationship Management tools and features such as data syncing, speech recognition, and time tracking for instant billing. The TimesManager™ mobile app is available in the App Store for iOS devices and Google Play for Android devices. Create timed entry slips from your computer, tablet or smart phone. You will always have the ability to track your time accurately with TimesManager™. -
50
SSG Digital
iPipeline
Innovator, connector and leader for the insurance industry. We have the most extensive straight-through processing platform within the UK. Explore how our digital platform addresses your business needs. Business transformation powered by increased agility and a digital end-to-end experience. Improved productivity fueled by adviser and consumer self-service capabilities. Higher customer lifetime value through proactive ongoing engagement with customers. Customer and Adviser Portals – users access policy documentation and update personal and policy details and features digitally, in real time. Components cover every facet of the user experience including full reinsurance reporting, external portal integration, and automated and clerical underwriting. Flexible deployment – from full end-to-end SSG Digital platform deployment, to discrete integrated individual components (e.g. underwriting only, New Business only).