Alternatives to s.360

Compare s.360 alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to s.360 in 2026. Compare features, ratings, user reviews, pricing, and more from s.360 competitors and alternatives in order to make an informed decision for your business.

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    Macaw AMS

    Macaw AMS

    Nest Innovative Solutions

    Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day.
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    Discuss.io

    Discuss.io

    Discuss.io

    Discuss.io is a smart video platform that helps global brands and agencies plan, execute and share qualitative research conversations at scale. We help enterprise market researchers, UX researchers, product managers, sales professionals, brand managers and CX departments ramp consumer conversations and streamline the workflow. Built by market researchers, key features include live video interviews, mobile screen share, interactive whiteboards, built-in auto translation (100+ languages), powerful tagging and the Respondent Management Hub. Easily create clips of important moments and build a highlight reel that tells a story, without pouring through hours of video. In addition to a world-class technology platform, we can provide a range of market research services such as moderation, human translation, recruiting and program management through our marketplace.
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    Federato

    Federato

    Federato

    Reduce the number of sites underwriters and staff need to visit to assess risk from 15 to 1. Surface dynamic insights on appetite, winnability, and guidelines so the best business automatically floats to the top of the underwriter’s queue. Empower underwriters to make decisions in the broader context of organizational goals and strategies. Visually monitor risk accumulations, proactively manage your portfolio, and guide underwriters toward optimal outcomes. Free underwriters and staff from the burden of mundane tasks like filling out docs and hunting for risk data and underwriting guidance. Tailor-made workflows for new business, renewals, and referrals include goal setting, performance tracking, detailed account data, and risk analysis. Our platform brings dynamic risk selection and portfolio-aware insights to the last mile in underwriting and core operations through a sleek and modern workflow designed by underwriters for underwriters.
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    i-underwrite

    i-underwrite

    Intelligent Life Technologies Limited

    I-underwrite delivers world class auto-underwriting. We offer a comprehensive set of software modules capable of delivering a full, end-to-end insurance sales process online, including needs analysis and quote, e-application, auto-underwriting, digital signature, up-sell or cross sell, offer and acceptance, payment processing, policy issue, reporting and data analytics. Auto-underwriting software The cornerstone of our digital insurance software is our auto-underwriting rules engine. Underwriting rules can be quickly and easily configured to auto-decision life, critical illness, disability, income protection and medical products to meet the specific needs and underwriting philosophy of any insurer. The rules engine is available as a ‘self-contained’ module, which can be integrated into an insurer's hosted environment or provided on a Software - as a Service model. Plug into the i-underwrite U/W engine using any electronic distribution system.
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    Shift Underwriting Risk

    Shift Underwriting Risk

    Shift Technology

    Shift Technology’s Underwriting Risk (also called Underwriting Risk Detection) is an AI-powered SaaS platform that helps insurers enhance underwriting decisions by identifying fraud, misrepresentation, premium leakage, and network-based risks in policy applications from end to end. It uses predictive models and anomaly detection to examine quotes & applications, monitor changes post-bind and during renewals, and detect identity fraud, agent gaming, ghost broking, policy hijacking, and document/photo tampering. The system integrates external data sources, offers real-time alerts, provides explainable output for underwriters (including decision context), and supports continuous learning so it adapts as new risk patterns emerge. It is designed to speed up underwriting, improve pricing accuracy, protect policyholders, reduce losses, and allow organizations to grow their books more confidently by catching risky activity early.
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    inari Kitsune
    Kitsune Underwriting Workbench by Inari is a data-driven, user-centric underwriting platform built to streamline and scale insurance submission processing and policy lifecycle management with speed, precision, and operational visibility, helping teams handle even the most complex contracts with fewer errors and faster turnaround times. It centralizes real-time data access, automated intake, cleansing, and validation of structured and unstructured submission information, making it easier to negotiate, quote, decline, and bind policies while supporting pre-bind and post-bind activities and reducing administrative bottlenecks across workflows. The workbench features intelligent workload management, risk triage and routing based on defined rules and risk profiles, and dashboards with key performance indicators that give underwriters and managers insight into portfolio health and operational performance.
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    Sm8rtHealth

    Sm8rtHealth

    Sm8rtHealth LLP

    Empowering underwriters to utilise the next generation underwriting tool to assess life and health mortality and morbidity risk using multiple data sources and a configured knowledge base culminating in the ultimate low touch consumer experience. A plug-in SaaS platform that empowers underwriters to develop and manage their own digitized questionnaires converting them into rule-architects and creators. Easy to deploy and host, No IT programmers in the in the health rules and question flow construct. Designed for multiple distribution channels and does not require armies of internal resource to implement or manage
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    IQX Platform

    IQX Platform

    Global IQX

    Global IQX equips employee benefits providers with AI-powered automation tools that enable sales and underwriting teams to focus on their best work. With several more AI and machine learning initiatives set to launch this year, Global IQX will continue to advance our automation and predictive analytics capabilities to align insurers with rapidly evolving customer expectations. Global IQX is the leading provider of AI-driven employee benefits software. Known for its sales and underwriting workbench, Global IQX provides configurable components for quoting, rating, proposals, enrollment and renewals for all benefit products of all sizes. The future-proof platform is the foundation for digital transformation in the insurance industry. Its suite of dynamic AI tools, configurable modules and microservices help insurers worldwide digitize, streamline and automate new business and renewal processes for employee and voluntary benefits.
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    hx Renew

    hx Renew

    hyperexponential

    hx Renew empowers the world’s leading insurers of complex risks to transform their rating and underwriting with agile tool development, streamlined underwriting workflows, and enhanced decision-making. hx Renew unlocks efficiencies across the entire rating ecosystem, empowering insurers to make effective rating and underwriting decisions. Build and update raters faster, access new data and align your whole team to business objectives with in-model controls. With dedicated training and extensive support, we enable your team to leverage the best in Python for insurance and ensure your implementation is running smoothly, so you can achieve goals faster and realize hx Renew’s full potential.
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    UWDataHub

    UWDataHub

    Empowered Margins

    Empowered Margins is a company that provides integration services, and data management solutions. With over 10 years, serving clients by offering tailored solutions that address specific challenges, including automating workflows, improving data accuracy, and enhancing overall organizational efficiency. It focuses on helping organizations optimize processes and improve efficiency, particularly in sectors like insurance and associations. The company's products and services are designed to support businesses in managing large datasets, streamlining operations, and utilizing technology for better decision-making. Empowered Margins is also involved in building custom solutions like UWDataHub, an underwriting workbench targeted at the health insurance industry to improve underwriting workflows and profitability.
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    Gradient AI

    Gradient AI

    Gradient AI

    Gradient AI is a leading provider of proven artificial intelligence solutions for the insurance industry. Our solutions improve loss ratios and profitability by predicting underwriting and claim risks with greater accuracy, as well as reducing quote turnaround times and claim expenses through intelligent automation. AI solutions for the insurance industry built on key differentiators that enable your organization to grow profitably. Look through the lens of Gradient AI to see a new picture of risk and probability, a picture that grows sharper the more it learns. A more complete and in-depth picture of risk providing enhanced underwriting capabilities. Price policies more accurately and with deeper insights, to compete more effectively and win more business while improving loss ratios. Accelerate expansion into a new geography, new line of business, or a new industry sector, leveraging data to gain a deeper understanding of risk in new markets.
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    Monsoon CreditTech

    Monsoon CreditTech

    Monsoon CreditTech Technologies

    Monsoon’s machine learning powered underwriting models identify persistent patterns that enable us to predict future repayment behavior from borrower data (e.g. credit bureau data, bank statements, demographics, location related data and if available, alternate data). These patterns are unique to every lender based on the way they source borrowers, underwrite to borrowers and collect from borrowers. Our machine learning engine “learns” these patterns from every lender’s historic portfolio and application level data, combined with the repayment data associated with every borrower in the portfolio. Monsoon CreditTech’s technology is used by 24 lenders across a wide range of portfolios in the Retail lending and MSME lending spaces. Some of the loan products supported in the Retail lending space are Consumer Durable loans, Personal loans, Four/Two -Wheeler loans, Home loans and Credit Cards.
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    AUSIS

    AUSIS

    Artivatic.ai

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

    AdvantageGo

    AdvantageGo

    AdvantageGo helps insurance companies to look from an increasingly precarious future back to today. The difference is clarity. And profit. By bringing the future more efficiently and effectively into the present, we position insurers´ profits at the heart of their business - today, not tomorrow. Our pioneering platform and 25 years of experience mean AdvantageGo offers insurers the IT agility they need to create an intelligent digital strategy. ENTERPRISE SCALE UNDERWRITING Maximise risk mitigation – Improve Underwriter decision making with AdvantageGo’s intelligent underwriting workbench that creates clarity and insight from the analytics locked in your data. At the point of underwriting new business and policy renewals, our modular workbench provides relevant and specific internal and external data for a more informed view of risk that supports the Underwriters’ decision-making.
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    TopSail

    TopSail

    Insurance Technology Solutions

    Today’s competitive market demands ease of use and efficiency in process. Our Web enabled Rate, Quote and Issue solutions are flexible and scalable in order to meet the demands of even the largest volume environments. Internal and external facing, our Workflow Framework can be tailored to your needs. MGAs, MGUs, and Carriers alike can offer their products in a controlled and secure way. From the basics of rate and quote, all the way through full forms management/policy issuance and endorsement processing, TopSail is designed to make your underwriting portal, the easiest place to do business. TopSail has rich email messaging and alerts, automated renewal processing, and can feed any back-end systems required. And after the submission and underwriting cycle are completed, the end result is a rich body of data for harvesting Management Information critical to remaining competitive.
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    Verisk A-PLUS
    A-PLUS™ Personal Lines Loss History Solutions by Verisk provide insurers with customizable tools to access up to seven years of loss and claim data, aiding in accurate underwriting and rating decisions. These solutions offer flexible options, including full reports regulated by the Fair Credit Reporting Act (FCRA) and the Claims Activity Profiler (CAP), an indicator of claims activity at the point of quote. By integrating A-PLUS into their workflows, insurers can enhance initial quoting accuracy, reduce unexpected premium changes at binding, and improve the overall customer experience. The system's proprietary algorithm ensures comprehensive claim capture with minimal required input, streamlining the underwriting process. Additionally, A-PLUS offers enhancements like access to over 300 million crash records, bridging gaps in loss history reports and providing a more complete view of an applicant's risk profile.
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    raterSpot

    raterSpot

    raterSpot

    Achieve Immutable Transparency for your product without needing to learn blockchain. We make it easy for insurance agents, and their development teams to get up and running. Leveraging our platform will allow you to easily scale your brand through your own offering. raterSpot is the only end to end insurance underwriting, rating and distribution platform built upon a matured micro-service platform. We enable insurance carriers and program managers unprecedented control and timelines for disseminating programs to retail and wholesale brokers at a fraction of the cost of current systems. Keep your appointments, commissions, and customers and lean on us for the technology. Sanitize and Validate with Big Data. Embed Raters Directly On Your Site. Live Chat Directly With Underwriters. Bind Online With Customer Portal. A blockchain-enabled, end-to-end insurance platform bringing value to every segment of the industry.
    Starting Price: $99.00/month
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    Insurium

    Insurium

    Insurium

    A unified solution providing a 360º view of the P&C insurance process lifecycle. Generate premium and save time with a powerful rules-based, multi-state underwriting module that automates the collection of information and the creation of quotes, endorsements, cancellations, audits, and renewals. Reduce combined ratios with a modern and streamlined approach to the claims adjudication process that is both intuitive and collaborative. Increase new business by making it easy to exchange information with brokers. From streamlining and standardizing the intake of information to providing brokers access to the information they need anytime. Control what submissions your underwriters are focusing on. Drive customer satisfaction and retention by providing your policy holders self-service access to policy information, claims intake and review, online bill pay and more. You decide what portal features to provide your customers for the best user experience.
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    Openkoda

    Openkoda

    Openkoda

    Openkoda is an application development platform purpose‑built for the needs of the insurance sector. It lets carriers, insurtech, MGAs, insurtech start‑ups and service vendors stand up full‑featured web apps, APIs and internal tools in a fraction of the time traditional development requires - while still giving the team full ownership of the source code. The platform is built upon an open‑source stack which guarantees freedom from vendor lock‑in. A modular architecture with pre‑built templates accelerates common insurance flows - policy issuance, claims, endorsements, renewals, yet everything runs in containerised environments that scale horizontally and charge no per‑user fees. Openkoda ships with domain‑specific accelerators: an AI‑ready policy‑administration core, claims workbenches, embedded‑insurance checkout components, and underwriter dashboards that can pull external risk data or trigger machine‑learning models.
    Starting Price: $4000/month
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    ASPIRE Health

    ASPIRE Health

    Artivatic.ai

    A Shared & Automated Employee Benefits Placement Platform : ASPIRE HEALTH AI & Data Analytics focused first Employee Benefit & Group Health System (EBHS) - ASPIRE HEALT, a new category of enterprise software for brokers and carriers, to do just that. A EBHS enables brokers and carriers to manage the entire placement process in one shared system. To be successful, a BPS must have three core features: Purpose-built. There’s so much nuance in our industry. This is especially true in the mid-to-large market, where custom underwriting is required on every client. An effective EBHS accounts for the specific workflows and dynamic relationships across stakeholders—brokers, carriers, third-parties, and the client. Supports the entire placement process. Whether collecting a renewal or marketing for new business, a EBHS addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation.
    Starting Price: $3000 per month
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    LifePipe

    LifePipe

    iPipeline

    Easy access to products, rates, and underwriting guidelines. Provides rated quotes, increasing placement ratio. Optimal quote accuracy with underwriting functionality via carriers’ unique guidelines. Set expectations early; enter basic data and up to three impairments to receive quotes from top carriers. Prefill carrier drop tickets and e-Apps, creating a seamless quote-to-apply experience and reducing data entry errors. White label your web quote engine or build a custom site using our quote API. Prefill carrier drop tickets and e-Apps, creating a seamless quote-to-apply experience and reducing data entry errors. White label your web quote engine or build a custom site using our quote API. Set expectations early; enter basic data and up to three impairments to receive quotes from top carriers.
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    SSG Digital

    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).
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    Pega Underwriting Automation
    Pega’s underwriting application is designed to help carriers improve their underwriting quality and consistency, reduce operating expenses, and capitalize on new market opportunities. Its intelligent processes help carriers scale efficiently and reduce expenses by improving underwriter productivity and collaboration. Carriers can automate underwriting tasks in accordance with guidelines and bridge functional silos with robust case management, assuring complete security and auditability. In order to sustain profitable growth, commercial lines carriers need an underwriting environment that can effectively respond to market changes and deliver improved operating results. Pega's underwriting solutions are designed to help carriers improve their underwriting quality and consistency, reduce operating expenses, and capitalize on new market opportunities. Pega's unified offering helps carriers eliminate gaps in their current underwriting capabilities and modernize their technology environment.
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    LexisNexis Attract
    LexisNexis® Attract™ scores help insurance carriers conveniently and accurately classify insureds and applicants according to their risk potential, leading to improved underwriting. LexisNexis® Attract™ scores help insurance carriers conveniently and accurately classify insureds and applicants according to their risk potential, leading to improved underwriting. Now, with Attract™ 5.0, carriers have access to our most predictive models yet. For more than two decades, LexisNexis Risk Solutions has helped improve rating, pricing, and underwriting decisions for the insurance business. These solutions span the home, auto, and commercial markets. Superior loss predictability, regulatory, compliance, and easy implementation that improves business outcomes remain core to the Attract™ suite of scores. The next generation, AttractTM 5.0 solution provides carriers the ability to make even better use of consumer credit information to improve underwriting efficiency further.
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    Surefyre

    Surefyre

    Vertafore

    Surefyre by Vertafore is an AI-powered insurance automation platform designed to streamline and enhance the processes for Managing General Agents (MGAs). It simplifies the rating and quoting process, automates agent portal configurations, and integrates seamlessly with MGA systems and third-party data sources. Surefyre's no-code platform allows users to quickly onboard new agents and make data-informed decisions on risk. By automating key aspects of underwriting and quoting, Surefyre improves operational efficiency, accelerates speed to market, and boosts revenue, ultimately transforming the way MGAs manage policies and submit applications.
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    Archer

    Archer

    Archer

    Archer’s integrated underwriting and investment platform powers multifamily professionals. Spend less time screening deals and more time closing them. Accelerate acquisitions from sourcing through underwriting. Increase deal flow and improve close rates. Automate underwriting and reduce credit risk. Archer’s integrated platform makes it easier to underwrite, source, and screen more data-driven deals, in the right markets, with an integrated virtual assistant that eliminates hours of repetitive work every day. Dial in your strategy, research the market, and view the deal pipeline in hours, not weeks. One you've decided which deals to focus on, you can get a full underwriting in minutes. Archer's software leverages data and AI to help investors, brokers, lenders, and property managers do more with less. Combine your strategies with AI to quickly analyze a nationwide set of deals and provide data-driven deal analyses and recommendations.
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    FundMore.ai

    FundMore.ai

    FundMore.ai

    FundMore.ai is an automated underwriting system that uses machine learning to streamline the pre-funding process for loans. Our platform lets you leverage customizable automation, enhance the borrower experience through analytics, reduce risk using AI, and improve your cycle times for new accounts. Your company spends a lot of time underwriting loans, and these files don’t always pan out. That’s many wasted hours that you could save with an automated system. FundMore.ai helps you eliminate outdated spreadsheets, reduce your reliance on individual talent, and create an optimized underwriting process that is scalable and risk-sensitive. Expedite and deliver a fully transparent and automated underwriting process that’s ideal for both lenders and borrowers. Improve your company’s risk management using predictive modeling and pattern recognition to assess risk and provide real-time reasoning.
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    eHealthApp

    eHealthApp

    eHealthApp

    eHealthApp provides the ability for brokers and consultants to differentiate themselves by efficiently gathering health information. The collected information can then be used to obtain health underwritten quotes and provide the opportunity for the broker to analyze the information to objectively determine the best fit for their group clients. TPA's, GA, and Carriers can sponsor eHealthApp for brokers in a manner that does not help the competition, increases underwriting accuracy, and make products more widely available.
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    Sixfold

    Sixfold

    Sixfold

    With Sixfold, there is no need to spend time on tracking down 3rd-party data, sifting through thousands of pages of documents or consulting with unstructured data. Bring accuracy, capacity and traceability to underwriting through generative AI. Automate the collection from 3rd party and proprietary data sources. Spot patterns from a wide array of sources that previously required a human to synthesize. Upload your underwriting manual and Sixfold follows all of the rules. Expand capacity with higher gross written premium per underwriter. Provide traceability and full lineage of all underwriting decisions. It’s time to improve insurance underwriting tasks by automating tedious work.
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    Renewalbook

    Renewalbook

    Renewalbook

    You provide your clients with competitive coverage needs. And we help make shopping and renewing clients less burdensome. Accelerate your marketing submission process by shopping commercial clients to multiple carriers at one time. Shop commercial clients to all or the preferred carriers at one time without crafting any emails. Eliminate responding to duplicate underwriter inquiries by addressing all similar questions at one time within our shared platform. No more digging in your email inbox and responding to each underwriter's inquiry individually. Stay ahead with system-generated notifications that automatically follow up with underwriters. Keep underwriters informed on important renewal deadlines without lifting a finger. Always be the first to market by scheduling submissions in advance. Schedule marketing submissions to be delivered to insurance carriers at the earliest time possible.
    Starting Price: $500 per month
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    Commercial Underwriter

    Commercial Underwriter

    Commercial Underwriter

    Commercial Underwriter is an internet-based software designed for investors, brokers, lenders, equity partners, syndicators, real estate agents, asset managers, and real estate professionals. Commercial Underwriter can evaluate apartments, mobile home parks, office buildings, retail & many other types of properties. See the true market potential and current performance. Compare stated-in-place rents, display the split between the incoming lease & the pro forma, and calculate the rent increases. Analyze the property performance based on different assumptions. Perform preliminary underwriting in less than 5 minutes. Customize the income, vacancy, and loss to lease. Real-time performance indicator, update & analyze data in seconds, with custom color codes for easy understanding & analysis. Commercial Underwriter is a web-based software designed for real estate professionals to simplify their commercial property underwriting analyzing process.
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    Medius Health

    Medius Health

    Medius Health

    Unleashing the power of Medius’ multi-cloud artificial intelligence platform to deliver greater than 90% accuracy and coverage on various health intelligence and risk predictions using just a few health variables. Using just a few health data co-ordinates, Medius’ multi-cloud artificial intelligence platform aggregates, and mines massive datasets to create all relevant health risk and underwriting insights within seconds, with over 90% accuracy and coverage that can help providers and payers with their health and life needs assessments, distribution, operations efficiency, and cost optimization needs. Medius’ proprietary UW Studio™ is a complete underwriting platform delivering the AI revolution that has fundamentally altered the insurance landscape whereby multiple science-based underwriting ensemble models are deployed to address the business and technical requirements by reproducing humanistic deductive actuarial reasoning with clinical accuracy.
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    INSILLION

    INSILLION

    INSILLION

    Insurance Software for Carriers & MGAs. Fast-track product launches, drive speed in underwriting and distribution connectivity. Enabling faster product launches, underwriting, and distribution connectivity for insurance carriers and MGAs worldwide.
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    Xponent

    Xponent

    Intellect AI

    Intellect Xponent is an intelligent workbench that utilizes big data, risk analysis frameworks, and a customized workflow to provide a truly next-gen experience in commercial underwriting. Substantially improve submission accuracy, and mitigate data error-related risk while simultaneously increasing the overall throughput speed and efficiency of your underwriting team. Disparate Intake sources create inconsistent or incorrect submission data leading to premium leakage and mitigatable risks. Especially the manual and paper-intensive submission can only ensure basic data accuracy, the lack of ability to properly store the data for quick collaborative access without interrupting core-business continuity. Empower your underwriters with real-time data to craft the perfect policy you get real-time 360-degree intelligence reports on your customer’s properties and locations within seconds, protecting your risk at all times.
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    Vienna

    Vienna

    Oyster Bay Systems

    The Vienna platform supports a myriad of new business channels covering both direct to customer and introducer models, allowing total flexibility and optimisation of available routes to market. Fully integrated with the Vienna underwriting, contract administration and back-end, the new business platform allows a completely homogenous and streamlined approach to the point of sale lifecycle. The Vienna underwriting module supports both manual and automated underwriting processes with a configurable rules based engine. Lenders are able to create distinct policies and workflows for different products with full integration to the major credit reference agencies and to third party data services. Vienna enables full automation of the credit decision, pay-out, document production and go-live processes.
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    Blueprint

    Blueprint

    Blueprint

    Dramatically faster calculations improve turn times. Clear analysis reports eliminate time wasted debating income. Get all your underwriters using the same calculations. Ensure all income guidelines are followed. Comprehensive training and testing of underwriters for building up and quantifying knowledge. Don’t guess what your underwriters know, measure it. Blueprint is software to power your underwriting and processing teams. Unburden your team from remembering guidelines for multiple agencies. Never make a math error again. Much like personal tax software, Blueprint guides users through entering borrower income from tax returns, bank statements, and other documentation. Blueprint crunches all the numbers and gives you a clean report you can upload into your document system or LOS.
    Starting Price: $3 per loan
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    Medallia

    Medallia

    Medallia

    Medallia allows you to thoughtfully and systematically engage your users with targeted, in-the-moment surveys across digital and traditional touchpoints. Our easily implemented survey solutions ensure you're gathering relevant, actionable data to make measurable customer impact. Once the customer survey data is collected, Medallia's AI technology uses machine learning to analyze structured and unstructured data to uncover sentiment, find commonalities, predict behavior, anticipate needs and prescribe actions to improve experiences. Build the most effective surveys for your customer journeys. Rapidly manage change and innovation to every aspect of your experience management program—from design to emails, questions and translations—with sophisticated targeting logic, flexible conditioning and distribution. Medallia surveys allow you to
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    Zesty.ai

    Zesty.ai

    Zesty.ai

    At Zesty.ai, we transform 200 billion+ data points including aerial imagery, permits, transaction, weather, and sensor data into a digital source of truth for every property. That powerful data fuels climate risk models that further expand what we know the risk associated with the property and its structures. Improve the speed and accuracy of quoting, underwriting and rating with 3D precision. Improve the speed and accuracy of quoting, underwriting and rating with 3D precision. Zesty.ai leverages enhanced geocoding and AI algorithms to accurately identify the correct structure(s) associated with any address. Strong predictive relationship between model outputs and losses.
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    Inaza

    Inaza

    Inaza

    Dramatically reduce your manual processes with intelligent document and image processing for instant underwriting and risk calculation. Automate your claims process from start to finish, with immediate document and image validation, rules engine, alerts and outreach. With our platform, you can release end-to-end data pipelines for claims processing, underwriting, data enrichment, and telematics at the click of a button. We revolutionize data-driven operations by offering seamless access, analysis, and action on real-time data. Our advanced AI capabilities enable straight-through processing, eliminating manual intervention and ensuring faster, more accurate outcomes while reducing fraud and bad data. Our platform enables straight-through underwriting by leveraging AI to process documents, streamlining the process and accelerating time-to-market.
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    ValueMomentum

    ValueMomentum

    ValueMomentum

    ValueMomentum is the largest standalone provider of IT Services & Solutions to Insurers & Financial Services Firms. Leading Insurance & Financial Services Firms Trust ValueMomentum with their Digital, Data, Core and IT Transformation Initiatives. IT services with Property & Casualty (P/C) insurance specialization and with a focus on speed and digital transformation. For us, P/C specialization is not just expertise on widely used applications, it is also a deep understanding of P/C insurance lines of business, products, actuarial models, underwriting rule sets, rating logic, filing, forms, agent concerns, customer concerns, bureau data, 3rd party data analytics, and much more. Similarly, we drive speed & digital transformation with teams of P/C experienced analysts, programmers & testers, who are well versed in the applications, business processes, and business activities of insurance.
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    Planck

    Planck

    Planck

    With just a business name and address, Planck’s artificial intelligence data platform creates all relevant underwriting insights in real time, with over 90% accuracy and coverage. Improve loss ratios and increase underwriting efficiency by getting all relevant and accurate customer and risk insights. Increase submission-to-bind ratio, automate pre-fill or eliminate fields. Increase the data quality and availability throughout the insurance value chain. Leverage artificial intelligence to increase underwriting efficiency and profitability. Whether you oversee the P&L of the business line, sales, distribution, underwriting, or wants to improve your data, analytics and digital capabilities, we’ve got your back. Leveraging our proprietary open web data-mining capability and pulling from thousands of available sources, Planck gathers all the data about a business entity and its operations in real time.
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    Smart Capital Center

    Smart Capital Center

    Smart Capital Center

    Smart Capital Center delivers AI-powered insights, live underwriting, & 24/7 monitoring across the investment lifecycle. Replace manual, costly labor with an agile, 24/7 AI workforce. AI-powered data extraction: Extract data from OMs, rent rolls, & financials—mapped into underwriting models & investment memos. AI flags risk and opportunity. Live underwriting: Rent rolls & financials map instantly, auto-calculate NOI, ROI, & cash flow. Deep Research AI agents analyze tenants & the market to generate assumptions. Customize calculations. Deep intelligence: AI and Deep Researched fused with data from internal docs, spreadsheets, & databases. AI spots patterns humans miss. Instant intelligent investment memos with SWOTs, tenant insights, projections. 24/7 portfolio performance monitoring by AI agents: Track IRR, NOI, covenants & ROI with live dashboards. Spot tenant trends & benchmark with predictive insights 24/7 AI agents across the entire investment lifecycle.
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    QuoteClick

    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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    TreatyIQ

    TreatyIQ

    Moody's Corporation

    Moody's TreatyIQ delivers advanced financial modeling and extensive treaty and portfolio analytics for reinsurers. Its robust financial model can capture complex treaty structures, enabling underwriters to monitor risk positions, assess pricing performance, and build well-balanced portfolios. The platform unifies treaty underwriting and portfolio management within a single ecosystem, allowing users to create and analyze complex treaty and portfolio structures without manual workarounds or calculations. TreatyIQ empowers underwriters to maximize treaty reinsurance profits, paving the way for business growth and investment opportunities. A major global reinsurer enhanced portfolio management with Moody's RMS TreatyIQ, achieving 90x faster treaty roll-ups and 14% fewer blind spots. By modernizing treaty risk analytics, TreatyIQ enables insurers to assess the true marginal impact of each treaty on the portfolio and the real-time marginal impact of the program.
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    U-Rite

    U-Rite

    U-Rite

    Deals take 70% less time to underwrite using U-Rite. Run detailed property cash flows and perform advanced CRE calculations, all within Excel. Perform powerful calculations, including detailed expense recoveries and speculative lease projections, in a tool you know and trust. Unite teams with one single platform to share models, communicate with teammates, monitor deal status, and move projects forward. Modify any assumption directly in your model. Simply click Run in the U-Rite Ribbon, and your assumptions automatically calculate in our proprietary cloud. The results reappear dynamically back in Excel, in seconds. Use Excel like you already know how to. Link U-Rite inputs directly to any existing model and avoid the back-and-forth with external underwriting platforms. Effortlessly monitor your team's underwriting process across multiple properties and scenarios. With integrated version control, you can share, review, and comment on models with ease.
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    redIQ

    redIQ

    redIQ

    dataIQ is our core offering, which takes essential but tedious work off your plate by capturing and standardizing information in PDF and Excel property management reports. redIQ converts the data into your own chart of accounts, and delivers presentation-ready, downloadable charts and graphs and deep insights into your properties. valuationIQ is an add-on product that allows clients to generate an institutional-quality underwriting model using data collected on our platform. valuationIQ guarantees speed, consistency, and accuracy throughout the underwriting process. redIQ understands that processing data efficiently, accessing deep and meaningful insights, and underwriting properties with speed and accuracy are all essential to making smart and profitable multifamily investments. Our platform empowers investors, brokers, and other CRE professionals to focus on what’s most important by providing the tools that eliminate the arduous work involved with analyzing properties.
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    Clik.ai

    Clik.ai

    Clik Technologies

    Automated underwriting allows Commercial Real Estate Brokers and CRE investors and lenders to see projected cash flow data in a matter of minutes. It is crucial in evaluating the financial risk and potential returns of a property. With Artificial Intelligence (AI) and Machine Learning (ML), the document parsing and calculation activities real estate analysts have to slave over are eliminated through automated underwriting. OS/Rent Roll extraction, underwriting, and workflow automation software to run CRE investment and mortgage servicing run 10X faster and cheaper. Prepare industry standard loan models quickly by drastically cutting down hours of manual work of extracting financials from operating statements, rent rolls and trailing statements. Lets you upload multiple documents in any format. The uploaded documents are stored in your personal and secured data storage. Clik engine extracts key financials in seconds with more than 99% accuracy.
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    GeoPhy Evra
    Source, screen, and underwrite more multifamily commercial real estate (CRE) deals in less time with greater confidence. Evra by GeoPhy gives CRE professionals the data and insights to understand the attractiveness, health, and risk of a property, its tenants, and its surrounding area. The Evra commercial real estate (CRE) platform provides flexibility along with the most granular data and analytics available. It provides property-level details as well as the surrounding context at metro, submarket, and neighborhood levels. Continuously pre-underwrite properties to define the most attractive opportunities at any given moment in any given market. Workflow integration to make underwriting faster and more efficient with a micro-applications approach. Quickly evaluate the risk or opportunity associated with multifamily assets based on aggregated tenant credit scores, estimated income, delinquency rates, and more.
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    Pulse CRM

    Pulse CRM

    Pulse CRM

    Pulse CRM is a purpose-built customer-relationship and portfolio-management system designed specifically for independent sales organizations and payment-processing firms, covering the merchant lifecycle from lead acquisition and application submission through underwriting, boarding, residual payouts, and portfolio analytics. It supports merchant onboarding automation across multiple ISOs, built-in risk and underwriting tools to accelerate approvals, residual-tracking and reporting features tailored to payment-services flows, and deep-dive dashboard analytics to monitor agent and merchant performance. It delivers centralized workflow automation, streamlined document management, and compliance check integration so that manual spreadsheets and multiple auxiliary systems can be replaced by a unified solution.
    Starting Price: $299 per month
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    ACS 2000

    ACS 2000

    Agency Computer Systems

    Desktop comparative rating and client management. Stand-alone application for agency use. Easy and powerful interface with detailed help. Complete underwriting and application of All Discounts and Surcharges. Obtain real-time quotes directly from participating carrier systems. More available lines of business than any other rating vendor. Store your Auto, Motorcycle, Home, Dwelling Fire, Mobile Homeowners and Residential Estimate quotes in one Client database. ACS saves your answers. No need to re-answer any questions on the same quote. Store default coverages to save time. Automatic Vehicle & Territory search databases complete with company-specific symbols and ISO-Verisk Strategic Alliances protection class look-up. Print single or multiple company quotes. Email quotes, proposals & applications. Free trials, walkthroughs, and training are all available upon request. Friendly technical support is available via phone, chat, remote access or email.
    Starting Price: $50 per month