ISI Core 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

ISI Core

4.2

(12)

Pricing

Pricing available upon request

About ISI Core

ISI Enterprise is a cloud-based insurance solution that assists businesses in policy administration, billing, claims and other related services. Key features include reinsurance management, a policy rating engine, document management and reporting tools.

ISI Enterprise offers insurers a centralized data repository for managing client communications and documentation. The solution also offers automated quotes, manual renewal options, bulk data import and transaction locking. ISI Enterprise helps users to manage billing through automated statement creation, batch receipt generation and account reconciliation tools. ISI Enterprise also offers a claims module that allows users to manage reserves, subrogation recoveries, salvage and payments.

ISI Enterprise lets insurance agents automate reinsurance assignments, trace reinsurance calculations, generate reports and manage interactions with reinsurance partners. The solution provides an integrated rating engine that allows users to load and manage policy rates.

Support is available via phone. Pricing is per year.

ISI Core Screenshots

ISI Core Pricing and Plans

Starting price: CA$1.00

Free Trial

Free Version

Basic

CA$1.00

No plan information available

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ISI Core Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of ISI Core
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Audit Management
Billing & Invoicing
Broker/Agent Portal
Cancellation Tracking
Carrier Upload
Case Management
Claims Management
Claims Tracking
Client Management
Commercial Lines
Commission Management
Comparative Insurance Rating
Configurable Workflow
Contact Database
Customer Accounts
Customer Database
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Document Storage
Document Templates
Electronic Payments
Email Management
Email Marketing
For Auto Insurance
For Casualty Insurance
For Homeowners Insurance
For Medical Malpractice
Forms Management
For Personal Insurance
For Professional Liability
Insurance Management
Insurance Policy Management
Insurance Policy Processing
Invoice Management
Lifecycle Management
MGA Administration
Monitoring
Multiple Line Rating
Multi-State
Pipeline Management
Policy Issuance
Policy Library
Property & Casualty
Rating Engine
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Real-Time Updates
Reinstatement Tracking
Reinsurance Administration
Reminders
Renewal Management
Reporting/Analytics
Reporting & Statistics
Risk Assessment
Search/Filter
Status Tracking
Task Management
Third-Party Integrations
Underwriting Management
User Management

ISI Core User Reviews

Overall Rating

4.2

Ratings Breakdown

17%

83%

Secondary Ratings

Ease of Use

4.2

Value for money

4.4

Customer support

4.8

Functionality

4.2

Rufina B.

Verified reviewer

Insurance

10000+ employees

Used weekly for less than 2 years

Review source

Reviewed August 2018

Significantly improved our data capture and manipulation. Increases efficiency.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

For property and casualty insurance, ISI Enterprise provides a good suite of products for our policy administration, claims, product development, reinsurance, accounting, billing, and CRM needs. It captures so much more data and has increased our processing efficiency significantly. Their customer support is efficient, timely and very receptive to suggestions or new ideas. Their knowledge and understanding of insurance is really excellent.

Cons:

Most of the time, reinsurance calculation works really well in almost all scenarios except for those really complex situations that require manual intervention from the user.

Darlene T.

Insurance

51-200 employees

Used other for less than 2 years

Review source

Reviewed May 2017

It is good in many ways, especially for simple, non-program policies.

Effective policy management system which handles our reinsurance needs adequately.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customer Support is great. The ISI team is prompt and efficient. Reinsurance calculation works for at least 90% of our situations. Only complicated reinsurance situations require user manipulation. We can do some internal configuration changes ourselves. Once users have been trained, it is reasonably simple to use.

Cons:

Enterprise is not intuitive for a new user in terms of adding new locations or items. The user interface is clunky for maneuvering to locations, items, and coverages. The inability to move windows is frustrating for users. Slow response for large program policies is a frustration for users. Certain changes which would seem to be easy drop-down option changes (e.g. in Activity Central) are base code changes which means a lot of work to change it. The release management for large changes is complicated (e.g. merging feature branch to QA, then we must regression test after the merge). OOSE transactions are challenging for our large programs in particular. I receive feedback from users that searching is confusing. The problem is that when people search for client number in a policy number field, the (interim) policy number that was generated when a new policy was set up is also return. This is confusing because the client number is not the same as the system generated new business policy number. Although I understand why it happens, the users don't and they think there is a bug in the search function. It would be good to come up with a solution for this. Naming of rating and rule tables is inconsistent.

Cindy A.

Insurance

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed June 2017

Tickets tend to remain outstanding for long periods of time

Broker Module

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

the new system implementation has brought about many efficiencies for all departments and we continue to realize more efficiencies as we continue to use the system and expand our development opportunities with ISI.

Cons:

as with any new system implementation, there have been some ups and downs but overall the downside of development and implementation have not been critical. The benefits of the new operating system far outweigh any of the issues that we incurred during development and implementation.

Jennifer W.

Insurance

51-200 employees

Used daily for more than 2 years

Review source

Reviewed June 2017

We've experienced meaningful improvements in processing efficiencies.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the functionality of the software - if there is something I require, ISI has probably thought of it. If they have not thought about it, they are receptive to new ideas.

Cons:

The current user interface is not great but that's getting an update this year! Otherwise, everything is falling into place. Base reports would be my next 'room for improvement' area.

Vendor Response

Jennifer, We appreciate your feedback. We are excited to begin rolling out our new user interface later this year. Regarding reports, we will be releasing a new business intelligence tool to provide you with more advanced reporting capabilities. Best, ISI

Replied June 2017

Val P.

Insurance

51-200 employees

Used daily for more than 2 years

Review source

Reviewed June 2017

Easy to use - not using to it's full capacity yet

Commercial packages - automated Letters automatically generated Less room for errors with more controls in place Activity Central - we are not using it to its potential - but will gain even more efficiency once we use it fully

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Many increased efficiencies - fully integrated - more data captured - more user controls to prevent errors

Cons:

Out of Sequence endorsements not working correctly yet - Reports not working correctly - Processing time for searches on large policies - comparability issues with different search engines

Shelley W.

Used daily for more than 2 years

Review source

Reviewed June 2017

Many nice features, but reporting requires work

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ability to generate reports in csv format has allowed us to manipulate data easily. From a finance standpoint we can run one report and use it for many of our needs.

Cons:

The reporting feature needs work. We are often left with running internal sql's as a report that suits our needs is not available. Unfortunately with the volume of issues still remaining we have not prioritized the reports as high and thus the known issues have yet to be submitted to ISI.

Laura L.

Used daily for less than 6 months

Review source

Reviewed June 2017

ISI has been extremely knowledgeable and responsive in the development of our system

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is customizable and reliable. We have been able to work with ISI's great team to create a system that meets the needs of all of our departments. They were very hands-on in evaluating our needs, assisting with extensive development and testing, and training users. We have been able to make more tasks paperless. I feel confident that the insurance principles behind the software are sound and the logic and controls developed increase overall accuracy.

Cons:

There has been a learning curve for our team to learn the system, which is expected. There are some redundant work flows (extra "clicks" required) in some places. I am looking forward to the updated user interface and hope that will further improve our experience.

Vendor Response

Laura, Thank you for your feedback. We are looking forward to releasing the new user interface to you later this year. Our product team will be reaching out to you to discuss where we can increase efficiencies in your business process workflows. Best, ISI

Replied June 2017

Bill v.

Insurance

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed May 2017

The system has been invaluable for our SIS team. Experience with ISI staff has been excellent.

Everything listed in the "pros" in the previous page.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customizability, database structure, speed, scalability, support, configuration system, insurance expertise of the staff. Ability to tailor underwriting factors to specialized product lines is excellent.

Cons:

There is a bit of a learning curve. The UX is often not intuitive. The UX looks a bit dated, but the new interface preview we saw in the previous user group conference looked excellent.

Vendor Response

Bill, Thank you for the review. We value your feedback. Our new user interface has been designed with our clients in mind. The modern and sleek design will allow users to move intuitively throughout the system. Best, ISI

Replied June 2017

Will B.

Insurance

11-50 employees

Used daily for less than 6 months

Review source

Reviewed June 2017

The ISI team is quick to respond with solutions when issues arise.

Integration of claims, underwriting and accounting functions Increased functionality for claims and underwriting Dedicated and knowledgeable support from the ISI team

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We have never had claims, underwriting and accounting under one software package. ISI Enterprise has allowed us to do that. From an accounting perspective, I like the internal controls and system health checks developed by ISI that allows the system to keep subsidiary ledgers in balance with the general ledger. System health checks send emails to responsible parties when transactions occur that could leave a subsidiary ledger out of balance. Processing most accounting transactions (such as receipts, AP invoicing and payments, journal entries and bank reconciliations) can be done with a minimal amount of clicks.

Sage D.

Used daily for less than 6 months

Review source

Reviewed June 2017

The implementation and support teams are superlative.

The Enterprise software solution allows us to have one, fully-integrated system. Before using this product, we had multiple systems to handle underwriting, claims, accounting, and billing. Now, this is the only system we use. The team at ISI integrated two separate software products into Enterprise which significantly decreased administrative work.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The Enterprise software solution offers a full range of modules to conduct every business need for underwriting and issuing policies, handling claims, and reinsurance reporting. Their reporting tool is dynamic and allows for a range of information to be queried and displayed in an easy to read format.

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