Alternatives to TrackSurePro
Compare TrackSurePro alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to TrackSurePro in 2026. Compare features, ratings, user reviews, pricing, and more from TrackSurePro competitors and alternatives in order to make an informed decision for your business.
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1
Predict360
360factors
Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC. -
2
SmartCompliance
SmartCompliance
Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management. -
3
InsureCert
InsureCert Systems
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly. -
4
COI Pro
COI Pro
COI Pro is a leading provider of certificate of insurance tracking software that streamlines the process of collecting, verifying, and managing COIs. COI Pro is a leading provider of COI tracking software that streamlines the process of collecting, verifying, and managing certificates of insurance. Organizations rely on COI Pro to effectively mitigate risk across their supply chain, while reducing the administrative burden of document management. COI Pro works with small businesses, mid-size organizations, and large corporations that utilize suppliers, contractors or vendors to run their business. Streamline your insurance certificate tracking with efficient software solutions. COI Pro will migrate all your documents within 72 hours after an agreement is completed. For new certs, we offer user-friendly upload capabilities, including easy-to-use templates. Unique COI requirements can be set up and managed at the division or business unit level. -
5
C2COI
C2COI
C2COI is a user-friendly, cloud-based certificate of insurance management and tracking system. Manage your COIs confidently and help ensure insurance coverage continuity among professionals. Our dashboard allows you to view all of your business partners' important COI information at a glance. Search for all your partner policies either by date or policy type and access a list of all partner certificates and expiration dates. Remain audit-ready at all times. C2COI tracks all of your partners' policies and will notify you and your business partners when policies are coming up on their expiration date. C2COI manages and tracks certificates of insurance across multiple industries; from contractors to property managers, insurance agents, and risk compliance managers. Automating certificate of insurance tracking saves time and money. Staff and management time and cost savings especially during annual policy audits. -
6
Billy
Billy
Billy is your one-stop shop for all insurance and compliance needs, designed to streamline and simplify your workflows. Pre-qualify subcontractors with ease and automatically track critical contract documents such as Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. With seamless integrations into platforms like Procore, Autodesk, Sage 300, and JD Edwards, Billy ensures compliance data flows directly into your project and accounting systems, eliminating double data entry and minimizing errors. Our platform supports document management, real-time compliance tracking, automated reminders for expiring documents, and proactive alerts to reduce risks and improve efficiency. Billy’s AI-powered solutions and insurance wallet integration connect contractors, brokers, and carriers, delivering frictionless workflows that help businesses stay compliant, win more jobs, and get paid faster.Starting Price: Annual Subscription -
7
RiskPartner
RiskPartner
A powerful, yet easy-to-use, web-based software solution that manages the tracking of incoming certificates of insurance. It offers a centralized view of incoming certificates, compliance, and risk reporting for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. Effortlessly manage your certificates of insurance with our user-friendly web-based solution, ensuring a comprehensive approach that not only saves time and money but also streamlines the entire insurance management process. Empower your team with our user-friendly solution, providing a self-service platform that allows easy and efficient control over your COI processes. Employ our advanced rules-based automation engine for easier communication with your vendors, suppliers, tenants, subcontractors, and franchisees. The solution provides access to a central repository for certificates, requirements, vendors, and other relevant information along with real-time access to critical compliance data. -
8
myCOI
myCOI
Ask your CFO or risk manager just how much claims and lawsuits can cost your business. If you are collecting certificates just to confirm they were received, you have no guarantee that your requirements are being met. myCOI Central is built on a foundation of insurance industry logic to ensure you remain protected with the appropriate coverage. There’s no more need to worry about stacks of certificates cluttering up your office or hours of frustrating phone calls and emails to chase down certificates. myCOI Central provides your company with a solution to automate your insurance certificate requests, collection, and compliance resolution, while also giving your team a single, centralized repository to view compliance. Win business and boost retention by providing agency-branded, industry-leading insurance tracking software to your insureds. Offer software only or add on your own compliance review services. -
9
CertFocus
CertFocus
A fully domestic certificate of insurance tracking solution that is flexible, proven and scalable, delivering the industry’s highest compliance levels of over 90%. We earn your business every day with the highest compliance, improved economies and best-in-class service. That is why CertFocus does not require any long-term agreements. Simple, easy and quick implementation lets our clients choose either our self-service or full-service model. Group reports and dashboards by region or function and aggregate them into full corporate reporting. Other certificates of insurance tracking solutions merely diagnoses or track compliance. Our innovative service, supported by credentialed insurance professionals, cures the issues, directly increasing COI compliance. -
10
Docutrax
Risk Toolbox Inc.
The Docutrax online system for tracking certificates of insurance and documents is designed to successfully address best-practices risk management objectives. The system facilitates much of the repetitive, time-consuming and error-prone processes for obtaining and tracking COIs and other documents. Docutrax has been consistently proven to obtain higher rates of insurance coverage compliance at lower expense while providing previously unavailable business process efficiencies. Its highly flexible interface adapts to any business organizational requirement. Customized vendor/broker notifications and pushed email alerts to designated personnel automatically communicate with all related parties. Our professionally licensed insurance and support personnel ensure informed customer service to our client, its insureds (tenants, vendors, suuppliers, contractors, franchisees, etc.) and their insurance agents.Starting Price: $4,500 per year -
11
Jones
Jones
Collect, verify, and approve COIs and other insurance documents with ease. Reduce risk, ancillary costs, and revenue loss by simplifying risk management for every transaction. Vet, prequalify, and get your subcontractor COIs compliant faster. Jones helps property management and construction companies to reduce insurance risk across every property, project, and application. Track and manage COIs and insurance docs in real-time. End-to-end process management and aggregated analytics. Access tens of thousands of pre-populated insurance certificates, documents, and contacts so you can improve compliance and manage vendor procurement in a smarter, faster way. Look up vendors’ predicted compliance status before hiring them. Share vendor insurance data between your properties and end redundant tasks. Tap into existing vendor data instead of collecting every COI from scratch. Extract requirements directly from contracts and easily create new requirements in minutes. -
12
bcs
bcs
Track COIs effortlessly with our top-rated software, trusted by the top companies in the world. Upload a COI to automatically scan and review the document. The bcs extractor scans the COI and shows color-coded results and deficiencies in real-time. When vendors or agents submit COIs they see this live, color-coded feedback so they can fix any discrepancies before the document is sent to you. Manage compliance and streamline vendor onboarding processes with ease. COI tracking is essential but vendor compliance encompasses so much more. bcs is here to help with the whole process. Instantly find pre-qualified vendors in your area with our powerful search feature. View their profile, and see reviews from industry peers. The most sophisticated contract, lease, or loan agreements won’t protect your organization without compliant insurance. Stop hunting down COIs with bcs’s certificate of insurance tracking software.Starting Price: $0.50 per month -
13
TrustLayer
TrustLayer
Avoid claims and lawsuits that can cost your business millions. We make time-consuming manual tasks a thing of the past. TrustLayer helps you automate the management and verification of certificates of insurance with AI & machine learning technology. Our technology enables you to verify coverages, check exclusions, get insight into insurance validity in real-time, and much more than conventional tracking tools. Real-time proof of insurance for frictionless onboarding. Easily request, verify, and track vendor insurance coverage. Offer customers live, verifiable proof of insurance. Reduce repetitive tasks that are error prone and time-consuming. Easily request and verify proof of insurance from your business partners. Verify insurance coverage and other compliance documents in real-time. Create new compliance goals for any information you want to verify. -
14
illumend
illumend
Illumend is an AI-powered insurance compliance management tool that automates and simplifies third-party certificate of insurance tracking, contract requirement extraction, and risk visibility so teams spend less time on manual processes and more on strategic work. It uses its built-in AI assistant, Lumie, to read contracts, extract insurance obligations, request and review COIs, verify coverage against requirements, and flag compliance gaps in real time, replacing spreadsheets, inbox chasing, and slow manual reviews. Lumie also guides third-party partners through uploading documents with plain-language instructions and manages renewals and reminders automatically, so nothing is missed or expires. Compliance status and risk insights are visible instantly across all partners, helping organizations identify gaps, prioritize issues, and maintain audit-ready records without specialized insurance expertise. -
15
Pins Advantage
Pins Advantage
Avoid potential project delays, fines, and legal repercussions from coverage gaps. Automatically notify insureds of renewals and easily work with agents on COI submissions. Reduce the time spent dealing with insurance coverage, compliance, and broker submissions. Use templates to standardize workflows and apply requirements to all insureds on a single project. Avoid penalties and administrative overhead by optimizing team workflows and increasing efficiency. Have confidence that all your contractors and vendors are compliant and up-to-date on their insurance policies. With PINS you can know that insurance coverage is taken care of across your business so you can focus on what matters. Standardize and automate insurance submissions based on your preferences. We use machine learning-enabled OCR to make the certificate flow as quick and easy as possible. PINS checks for submission compliance against the requirements. -
16
Constrafor
Constrafor
Streamline your back-office tasks with our industry leading cloud-based solutions. Our intuitive and integrated platform automates contract administration, COI compliance, procurement, invoicing, and more. Streamline and automate insurance compliance with our industry-leading COI management platform. Our cloud-based solutions take the hassle out of risk management, so you can be confident in your protection. COI compliance has never been easier. Streamline both client and subcontractor contracts. Keep your documents in one place, accessible anywhere. Easily log change orders, simplify tracking changes, and automate the signature process. We use state-of-the-art Machine Learning and AI algorithms to parse through insurance documents so you can say goodbye to manual entry. Take advantage of automated communications with subcontractors, so you never have to deal with long email chains again. Plus, we will automatically notify you when insurance documents are set to expire.Starting Price: $15 -
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HoundDog
HoundDog
HoundDog automates the entire certificate of insurance collection and verification process. Easily get the other compliance documents you need, as well, as W9s, MSAs, subcontractor agreements, and more. Using internal staff to chase down and verify COIs and compliance paperwork is a very inefficient use of an employee's time. HoundDog's tech can automate it all at a fraction of the cost. HoundDog uses AI and machine learning to seamlessly capture your document needs. Collecting COI renewals on time often gets missed, which increases the risk to the organization. It's estimated that over 25% of all businesses are uninsured. This is a problem you want to avoid. HoundDog automatically fetches renewals and can reveal coverage gaps instantaneously. HoundDog's automation collects COIs and other documents from your contractors, and vendors (and often directly from insurance agents). Our software uses AI & machine learning to read the data and verify it against your requirements. -
18
COI Tracker
COI Tracker
The importance of collecting, verifying, and reporting on COIs is not exciting nor glamorous. Regardless of its lack of appeal, it is a critical aspect of any organization to reduce the risks of claims and lawsuits that can be damaging to the business. With COI Tracker, we take the struggle and frustration out of the collection and verification of COIs for you. We do one thing and one thing exceptionally well, track COIs for your business. With our full-service COI tracking solution, we promise you will no longer waste hours making calls, playing phone tag, and sending the same e-mail five times requesting certificates. You can remove “checking renewal dates” from your calendar and tasks because we are taking care of that for you. Vendors and subcontractors will tell you that using COI Tracker to submit their COIs is easy and simple. Even though our system automates everything, if you ever need to call us, we will be available and make you a priority. -
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InsureMO
eBaoTech
InsureMO (Insurance Middle Office) is an insurance middleware platform for insurers, brokers, agents, channels, InsurTechs and start-ups; enabling use cases for any product and channel. InsureMO is the chip powering the insurance industry ecosystem allowing insurers to create products faster, solution providers to include their innovations and distributors to create insurance apps to on-sell products to customers. Don’t reinvent the wheel. Find the most popular products in your region, customize and go to market without having to define your product from scratch. Customize and maintain your products using our state-of-the-art insurance product design tools. Access hundreds of services to support any insurance policy lifecycle. From life, general, and health-specific functionality to sophisticated policy servicing APIs. Use our service orchestration tools to build and run your insurance applications just the way you want. -
20
CertAdvisor
Recordables
For nearly three decades, Recordables has been providing software to a wide array of employers to automate their claims filing, tracking and reporting. Managing compliance of incoming Certificates of Insurance is made easy with CertAdvisor from Recordables. Our software stores insurance certificates electronically, reports any deficiencies, and notifies your vendors of their deficiency with automated emails and/or letters. Managing thousands of certificates is no longer the cumbersome and arduous task it used to be. Reminders for certificates nearing expiration, track multiple insurance types, unlimited vendor levels (different requirements for each vendor type), track limits of liability compliance, automation of form letters and/or emails, notify internal departments of vendor deficiencies, vendor notification log, electronically store certificates and other documents, notes with spell check feature, multiple standard reports. -
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A1 Tracker
A1 Enterprise
A1 Tracker is presented by the vendor as a robust & configurable risk management software offering either stand-alone or fully-integrated risk management software covering many business segments across an organization. Claims & Incident Management Claims & incident reporting for claims of any type: injuries, medical, commercial, customer, insurance, work comp, asset, auto, liability. Risk Management & Threat Assessment: Risk register for tracking risks at any level in an organization, including by entity, project, asset, contract, vendor, division, business, unit, region, and more. Real-time risk reports & heat maps, dashboard metrics, alerts, & notifications. Contract Management: Contract module for tracking contracts of any type with vendors, employees, customers, and any other parties. Insurance Policies & Certificates: Policies & certificates of insurance tracking with reminders & renewals. For agencies & carriers policy management includes tracking clients.Starting Price: $800/month -
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Asuretify
Asuretify
Imagine if you no longer had to pour over COIs to verify insurance compliance. Asuretify’s AI technology extracts the most important data from COIs, policy documents, endorsements, and more to give you the complete picture. Say goodbye to spreadsheets and manual reviews, say hello to automation and your personal AI assistant. Asuretify powered by Injala leverages advanced artificial intelligence to relieve your insurance verification burden. With Asuretify’s AI technology, you can read and review entire policy documents in a matter of minutes. Whether your trade partners provide just a COI or the complete policy, our AI delivers the details that matter so you can complete verification in a snap and move on to more meaningful tasks. Imagine never having to ask your trade partners for their insurance documents again. Asuretify makes it easy to invite your trade partners to pop in and upload their documents in no time.Starting Price: $1 per month -
23
Certificial
Certificial
Certificial® uses real-time data to ensure businesses have continuous, compliant insurance coverage. Move away from point-in-time documents; no more emails, calls, or faxes. Certificates of Insurance (COIs) are leveraged by multiple audiences, all with a unique purpose. Regardless of your reason for utilizing COIs, our smart COI network ensures everyone uses the same continuously updated information. Whether you’re using a certificate module or an integration with another system, our network is the new standard for continuously sharing and tracking smart COIs and related data. Empower every stakeholder in the COI process to experience a data-first, real-time exchange of coverage information. Safeguard your business by eliminating uninsured activity, save time and money by managing compliance in a single platform, and take action for non-compliance to prevent uninsured claims while ensuring adequate coverage is maintained year-round.Starting Price: $99 per month -
24
Travelers
Travelers
Every type of organization, from global companies to mom and pop shops that use technology to do business, face cyber risk. As technology becomes more complex and sophisticated, so do the threats that businesses face. This is why every business and organization needs to be prepared with both cyber liability insurance and an effective cyber security plan to manage and mitigate cyber risk. At Travelers, we understand the complexity of cyber threats. We have solutions to help insure and protect your business assets. Cyber liability insurance is an insurance policy that provides businesses with a combination of coverage options to help protect the company from data breaches and other cyber security issues. It's not a question of if your organization will suffer a breach, but when. Travelers cyber insurance policyholders can also access tools and resources to manage and mitigate cyber risk — pre-breach and post-breach. -
25
Evident
Evident ID
Transform your approach to managing critical partners with our advanced TPRM platform. Our solution goes beyond traditional risk management by seamlessly integrating the evaluation of suppliers, vendors, and customers into a unified, automated system. By leveraging a vast network of verified businesses and collecting and monitoring thousands of data points, we enable you to focus on what truly matters—proactive and strategic risk management for your most crucial relationships. -
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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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Docsumo
Docsumo
Document AI software with Intelligent OCR technology helps you convert unstructured documents such as pay stubs, invoices and bank statements to actionable data. Works with documents in any format with minimal setup. Extract totals, invoice numbers, payment terms, and more from multiple invoices in just a few clicks. Categorize table line items and get calculated attributes to automate decisions. Review captured data with human-in-the-loop tool & validate with external APIs or database. We use enterprise-grade security to ensure that your data is secure. You have complete control of your data processed through Docsumo. 50% less operational cost with automated rent roll processing. Onboard customers in real-time with quick and accurate logistics document processing. Verify tax return details in real-time with intelligent OCR API. Error-free data extraction from Energy & Utility bills.Starting Price: $25 per month -
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1Fort
1Fort
1Fort is the first commercial insurance marketplace that combines best-in-class coverage with proactive risk solutions to help drive insurance premium savings for clients. Streamline your insurance management in one place, equipped with tools to identify and mitigate risks, alongside expert resources and guidance for achieving compliance. 1Fort automates the process to get and maintain commercial insurance, enabling businesses to save time, unlock savings, and reduce risk. Powerful risk prevention software to reduce premiums & expenses. Leading insurance coverage combined with AI-powered risk mitigation software. Get protected in minutes and put risk management on auto-pilot. -
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PremiumWare
Premium Ware
PremiumWare, the nation's leading automated enterprise premium audit software solution for the Property & Casualty Insurance industry providing premium audit management, premium audit tracking and risk management with an array of pre-programmed premium audit reporting capabilities as well as auto-populating appointment and form letter features for additional overall increases of efficiency for your office and field personnel. As a complete, turnkey and SOX - Sarbanes Oxley compliant system, PremiumWare provides full implementation and integration, including continuing maintenance and support, in collaboration with our customer's internal support staff. This comprehensive, mission-critical, application completely automates all aspects of the premium audit business unit as well as provides local or remote support across LAN, WAN or Internet connections, for Underwriting, Claims, Loss Control, Agents and the Insured Risks. -
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Equisoft/centralize
Equisoft
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Our insurance agency management software powers your business with out of the box business processes built by industry insiders. Policies sold and commission projections are just a few of the key reports that track operations. Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds. -
31
TrackAbility
Recordables
Liability claims management software solutions from Recordables. Software solutions to improve claims management including General Liability, Auto, Property, Incidents, and more. Recordables Liability insurance tracking software organizes incidents and claims that include auto, property, and general liability policies. Tracking all liability and risk incidents and claims, TrackAbility provides comprehensive liability claims tracking software solutions Benefits of TrackAbility liability claims management include start to finish injury liability claims management from incident through completion. Create customizable liability claim types with user-selectable criteria. Safety professionals and field users can collaborate on claims and reports, continuing to add pictures and videos for incidents or claims. Receive a holistic view of financial data necessary for claims management, such as payments and losses based upon individuals, locations, policy specifications, and other data. -
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CTrax
JDi Data
Automate your work using proprietary OCR technology that will instantly read and populate your COIs in the system. Our certificate of insurance tracking software saves you and your workforce hours of manual entry. Don't let expired COIs slip through your fingers! Easily schedule renewal requests and generate emails that quickly communicate with necessary parties about their policy status.Keep all of your information at your fingertips! Conveniently view all critical COI data with our configurable, easy-to-use interface. Don't have time to be the middleman? Producers, Providers, and Vendors can upload Certificates of Insurance directly to CTrax and check the status of their COIs on file for on-the-spot verification. Organize projects with confidence! Effortlessly group COIs by project to conveniently manage and track vendors over time. The ideal solutions for clients who use vendors across multiple assignments. -
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PolicyFlow
PolicyFlow
Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.Starting Price: $70 per user per month -
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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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The Hartford
The Hartford
When you run a small business, you face many physical risks, like property damage and injuries. But your business also faces risks that come from using technology. These include everything from data breaches to hacking. To protect against those risks, many businesses add cyber insurance to their business insurance policies. Cyber insurance can offer broad coverages to help protect businesses from various technology-related risks. At The Hartford, we offer two different cyber insurance policies: cyber liability insurance and data breach insurance. Data breach insurance helps your business respond to breaches and can offer enough protection for small business owners. Cyber liability insurance is typically meant for larger businesses and offers more coverage to help prepare for, respond to and recover from cyberattacks. -
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TrackMyVendor
TrackMyVendor
TrackMyVendor is a cloud-based vendor compliance management platform designed to help small to mid-sized organizations streamline how they track contractor documentation and regulatory compliance. With an intuitive interface and automated alerts, TrackMyVendor replaces spreadsheets and manual email follow-ups for license verification, insurance certificate (COI) tracking, W-9 collection, and document expiration monitoring. Key features include: Centralized compliance repository for vendor documents Automated expiry alerts for licenses and insurance certificates Customizable compliance checklists Role-based access for compliance officers and operations teams Exportable reports for audits and board reviews Integrations with email and calendar reminders TrackMyVendor is ideal for HOAs, property management companies, construction firms, facilities managers, and small procurement teams that need an affordable, easy-to-deploy solution without complex ERP integration.Starting Price: $20/month -
37
Flow
Flow
Flow Specialty offers tailored cyber liability insurance solutions designed to protect businesses across various industries from emerging cyber threats. Their comprehensive coverage includes data breach response, business interruption, ransomware/extortion, network security liability, social engineering fraud, and regulatory and privacy fines. Flow Specialty provides specialized coverage for sectors such as technology and IT services, financial services, healthcare, retail and e-commerce, manufacturing and supply chain, public entities, and critical infrastructure. Their capabilities encompass the implementation of cybersecurity services packaged with insurance solutions, regulatory coverage for evolving privacy laws, availability on admitted and non-admitted paper, expertise in handling SME business and building large limit towers for complex risks, and diverse market access through multiple channels. -
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OverseeAI
OverseeAI
OverseeAI is a software platform designed to help property and casualty insurers effectively monitor and manage AI models in production while minimizing vendor complexity. It enables faster, more accurate underwriting, improves claims handling, and supports clean data capture for better quoting decisions. The platform provides real-time visibility into AI model outcomes, helping insurers achieve measurable ROI. OverseeAI also aligns technical, business, and compliance teams with shared oversight and risk controls for scalable AI deployment. With a focus on governance, the platform ensures responsible AI use, regulatory compliance, and business impact alignment. OverseeAI empowers insurers to deploy AI confidently with industry-specific capabilities. -
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Insurance Data Network
Shift Technology
The Insurance Data Network (IDN) is an innovative cross-carrier data exchange that provides insurers with real-time insights to enhance fraud and risk prevention across the claims lifecycle, resulting in improved operational efficiency and reduced losses. By facilitating cross-carrier visibility, IDN enables insurers to spot patterns and trends across multiple carriers, offering a comprehensive view of fraudulent activities and claims behavior, thus enhancing informed decision-making and effective risk mitigation. Leveraging AI-driven data mapping and entity resolution, IDN delivers highly accurate, actionable insights seamlessly integrated into insurers' workflows. It automates the transformation of data into actionable intelligence, eliminating the need for manual analysis and streamlining decision-making processes. Importantly, IDN ensures that insurers and their customers retain complete ownership and control over their data, providing full visibility into its usage. -
40
Employee Navigator
Employee Navigator
Software for insurance brokers, carriers, and HR departments to make running a business easier. Employee Navigator works with the nation's leading insurance brokers and insurance carriers to provide companies of all sizes with modern benefits & HR software. Join the nation’s fastest growing benefits and HR platform today and see what over 1,000 brokers and 27,000 companies of all sizes have already discovered. Employee Navigator’s SOC2 (Service Organization Controls) Type II certification demonstrates our commitment to security, integrity, confidentiality, and privacy. -
41
Rhoads
Rhoads
Rhoads knows overcoming compliance complexities is essential to keep producers selling and keeping your business moving. Our software solutions and add-on services empower carriers, brokers, and agencies to streamline and automate your most demanding and difficult work. Top-performing carriers and brokers-from organizations with 100,000+ producers to those with only a few-trust our software solution to boost efficiency, lower costs, reduce compliance risk, and drive revenue. Resolves producer compliance concerns. Provides intuitive and seamless data access that can empower your enterprise. Offers easy implementation that’s configurable for your needs. Integrates fully with your existing tech stack. Automates 99% of licensing and appointment compliance in every state. Rhoads is a technology transformation company that provides automated compliance systems and services to the insurance industry. Rhoads is the leading provider of insurance compliance management solutions. -
42
EvolveNXT
EvolveNXT
Whether you are a health insurance carrier or any other broker commissions-centered business, EvolveNXT’s platform offers the ability to customize a suite of solutions to effectively streamline your sales performance and day-to-day management of complex business processes. We’ve spent more that a decade working with premier insurance carriers and developing a solution to handle the complex needs of highly competitive and regulated carrier markets. Our compliance-based solution will enable you to increase your organization’s sales channel efficiency while achieving sustainable enrollment growth. The most complex and highly regulated commissions are paid to Medicare brokers. Utilize EvolveNXT to manage and automate your Medicare compensation while keeping CMS compliance. Our commission's management software for insurance carriers improves operational efficiency while enabling teams to reach optimal sales performance. -
43
AXA XL
AXA XL
Any organization using technology to run its business is at risk of a cyber attack or data breach. Cyber liability insurance can provide protection for your business’ digital assets. At AXA XL, we help clients better understand and address cyber risk through proactive services, dedicated support and flexible coverages designed to protect a wide range of businesses before, during and after a cybersecurity incident. We’re a leading cyber and technology insurer and have the industry experience that makes a difference. We’ve been handling data breach incidents and underwriting cyber exposures for clients for over 20 years. Our cyber and technology insurance policy – CyberRiskConnect – can be tailored to the needs of your industry sector and comes with expanded coverage and even broader terms to protect against today’s cyber emerging risks. Retail, financial institutions, healthcare, professional services firms, manufacturers, higher education institutions, power and utility companies. -
44
AccuPoint
AccuPoint
Your ABA practice deserves a Practice Management Solution that fits your unique billing, scheduling, and compliance requirements. AccuPoint, powered by Therapy Brands, offers two solutions for all your administrative and billing needs. Whether you’re an emerging, mid-sized, or larger practice, AccuPoint has innovative ABA software for you. Permission based scheduling and calendaring tools designed for emerging ABA practices. Enhanced calendaring tools to manage complex staff and client scheduling. Insurance billing with authorization tracking, advanced reporting and billing options. Basic insurance billing tools with authorization tracking. In-depth implementation with AccuPoint’s expert team. Managed billing services and integrated data collection (Catalyst) available. Managed billing services, data collection (Catalyst), Telehealth Portal, & credit card processing available. -
45
BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
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Embroker
Embroker
Embroker helps you get cyber liability insurance to cover both first and third-party financial losses resulting from data breaches and other cybercrimes that may compromise sensitive company and customer information. A cyber insurance policy, also referred to as “cyber risk insurance” or “cyber liability insurance” coverage, is a financial product that enables businesses to transfer the costs involved with recovery from a cyber-related security breach or similar events. Typically, the most important aspect of cyber insurance will be network security coverage. This coverage will respond in the event of a network security failure – such as data breaches, malware, ransomware attacks and business account, and email compromises. However, the policy will also respond to liability claims and ancillary expenses of an attack or breach. -
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Bunker
Bunker
On-Demand Insurance and Compliance Verification Platform. Protecting The Enterprise. Powering The On-Demand Workforce. Outsource Your Insurance Compliance Headaches to the Experts. We've dedicated the past three years to creating one-of-a-kind insurance enterprise solutions. Whether you’re a gig economy platform, a Fortune 500 company leveraging contingent workers, or a general contractor managing subcontractors - Bunker ensures that your independent workforce is instantly insured and 100% compliant.Starting Price: $299 per month -
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Boost Insurance
Boost Insurance
API-driven infrastructure that makes it easy to increase customer value by offering embedded insurance. Offering insurance with Boost is as simple as configuring your products and connecting your site or app to our API. Boost’s platform allows your customers to buy and manage their policy right from your app or website, under your branding. Our products are built in-house to be highly customizable, so you can easily tailor the right package for your audience. Boost has already built a network of top-rated reinsurance and operational partners, so you never have to worry about insurance infrastructure holding you back. Your startup clients already rely on you for their business-critical payment functions. Help them grow and meet crucial business milestones by offering protection like management liability insurance. Your customers already trust you with their digital security. Expand your portfolio and help them further mitigate their risk with insurance against cyberattacks. -
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COREFIN Insurance Software
Corefin
COREFIN Insurance & Broker is a vertically customized management solution based on Microsoft Dynamics 365, which enables insurers and insurance brokers to manage their whole business and gain a 360-degree view of the customer. COREFIN combines the flexibility and the scalability of the platform in a user-friendly and intuitive way to help companies in the insurance sector systemize their business and analyze performance! Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures - all in real-time! All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze within CoreFin Insurance Core System. -
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Openforce
Openforce
Independent contractor management. Simplified. Onboard, pay, insure and more—less risk, more efficiency. Put contractual, qualification and insurance safeguards in place and streamline clunky processes—all while reinforcing a business-to-business relationship with contractors. Bring your contractor processes together in one place, all fully documented, all in sync. Because demonstrating compliance is a lot easier when you’re not relying on sticky notes and filing cabinets. With Openforce, you not only get an end-to-end platform, you get a strategic partner with two decades of experience who understands your needs, provides guidance, and always has your back. The flexibility of operating your own business is a great thing, but it doesn’t mean you have to go it alone.
