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Ozone Insuria

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Overview

Ozone Insuria 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

Ozone Insuria
Ozone Insuria
4.4
(14)

Pricing

Pricing available upon request

About Ozone Insuria

Ozone Insuria is an insurance brokers management software that caters to the specific demands of insurance brokers and agents. The software is designed to streamline day-to-day operations and integrate them into the accounting module. With its web-based nature, Ozone Insuria allows users to access and analyze business information from anywhere.

The solution caters to insurance broker houses, administrators, and underwriting managers of all sizes. It provides automated functionalities to track insurance brokerage transactions, generate accurate reports, and manage finances, CRM, and human resource operations. It also offers centralized agency activity and improved customer acquisition and retention.

Ozone Insuria Screenshots

0
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Ozone Insuria Pricing and Plans

Free Trial
Free Version

Basic

Pricing available upon request

No plan information available

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    Ozone Insuria 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 Ozone Insuria
      Access Controls/Permissions
      Accounting Integration
      Activity Dashboard
      Alerts/Notifications
      API
      Calendar Management
      Claims Management
      Client Management
      Client Portal
      Commission Calculations
      Commission Management
      Contact Database
      Customizable Reports
      Document Storage
      Document Templates
      Email Management
      Insurance Policy Management
      Invoice Management
      Lead Management
      Life & Health
      Monitoring
      Pipeline Management
      Property & Casualty
      Real-Time Reporting
      Referral Tracking
      Reminders
      Reporting & Statistics
      Risk Assessment
      Search/Filter
      Status Tracking
      Task Management
      Third-Party Integrations
      User Management

    Ozone Insuria User Reviews

    Overall Rating

    4.4

    Ratings Breakdown

    5

    43%

    4

    50%

    3

    7%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.5

    Value for money

    4.2

    Customer support

    5.0

    Functionality

    4.4

    Have you used Ozone Insuria and would like to share your experience with others?

    Jeejo's profile

    Jeejo T.

    Verified reviewer

    Insurance

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed April 2018

    Insuria Application is very user friendly and we have peace of mind after using the same

    4

    Entry, tracking & reporting the insurance business for brokers.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Insuria brings various reports which help every operations of the company to understand the volume and preparing the growth plan. Detailed Renewal data helps to retain the customers.
    Cons:
    Delay in downloading certain reports. Mainly the complexity of the report. Delay in downloading certain reports.

    Read More

    DC

    Diana C.

    Used daily for less than 12 months

    Review source

    Reviewed June 2017

    easy to use

    5

    It makes our daily operation easy.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    It is an insurance broker friendly. Modules are self explanatory and easy to use. Above all this, the default modules covers all the major operations and finance requirements of an insurance broker. Support team responds quickly and resolved any issues in a very fast manner. It is an insurance broker friendly. Modules are self explanatory and easy to use. Above all this, the default modules covers all the major operations and finance requirements of an insurance broker. Support team responds quickly and resolved any issues in a very fast manner. It is an insurance broker friendly. Modules are self explanatory and easy to use. Above all this, the default modules covers all the major operations and finance requirements of an insurance broker. Support team responds quickly and resolved any issues in a very fast manner. It is an insurance broker friendly. Modules are self explanatory and easy to use. Above all this, the default modules covers all the major operations and finance requirements of an insurance broker. Support team responds quickly and resolved any issues in a very fast manner.
    Cons:
    At some point , there are features in finance & hrm that requires major revision to suit the client's requirements.At some point , there are features in finance & hrm that requires major revision to suit the client's requirements. At some point , there are features in finance & hrm that requires major revision to suit the client's requirements. At some point , there are features in finance & hrm that requires major revision to suit the client's requirements. At some point , there are features in finance & hrm that requires major revision to suit the client's requirements. At some point , there are features in finance & hrm that requires major revision to suit the client's requirements.At some point , there are features in finance & hrm that requires major revision to suit the client's requirements.At some point , there are features in finance & hrm that requires major revision to suit the client's requirements.

    Vendor Response

    Thank you for your response. Will definitely value your comments.

    Replied July 2017

    Read More

    AS

    AKHIL S.

    Verified reviewer

    Insurance

    11-50 employees

    Used daily for less than 2 years

    Reviewed June 2019

    Good product..

    3

    Good solution with great technical support.

    Ratings Breakdown

    4
    Ease of use
    3
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Insuria has all the functionalities mainly required for insurance broker business. Micro details of the operations and accounts are covered. The system is flexible and can accommodate necessary customization and changes. Good technical support by the vendor.
    Cons:
    Modules like HR and CRM can be enhanced further.

    Read More

    AG

    ALAN G.

    Verified reviewer

    Insurance

    11-50 employees

    Used daily for more than 2 years

    Reviewed June 2019

    The Best Software for Insurance Brokers

    5

    It is a user friendly software, perfect for Insurance brokers.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    This software is customizable so that each broker can request for a modification when needed. Also the reports can be generated so fast and easily for our renewals and payment collections.
    Cons:
    As this is a software stored in Local server cant access worldwide. But if uploaded in cloud server it need high speed internet.

    Reasons for switching to Ozone Insuria

    Insuria provided more information and data compared to PREMIA. Also its more user friendly compared to premia.

    Read More

    BR

    Bright R.

    Used daily for more than 2 years

    Review source

    Reviewed October 2017

    Insuria made our underwriting dept management at the tip of our fingers.

    4

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    All features and facilities relates to our day to day activity helping the end user to associated with the system at ease. Their debt management function enables us to keep a tab on our debtors which makes our collection management systematic.
    Cons:
    The fleet management can be optimized a little bit more by reducing the steps that are involved at the time of data entry. Endorsement views can be enhanced a little bit so that in case of reprinting or for re checking it would help the user much better.

    Read More

    LJ

    Lijo J.

    Verified reviewer

    Insurance

    11-50 employees

    Used daily for more than 2 years

    Reviewed June 2019

    User Experience

    4

    Over all experience is good, better software than some others which are still operating with the outdated looks and working style

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    5
    Customer support
    3
    Functionality
    icon
    Pros:
    Ease of use, Auto Backup, Operating speed.
    Cons:
    Operations Page - Details in the page should be customized as per the usage of individual users.

    Read More

    SS

    SABITHA S.

    Used daily for more than 2 years

    Review source

    Reviewed October 2017

    Insuria redefined our business management replacing our dependency on excel and tally.

    4

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Insuria interprets our business activity helping us to relate the system with our daily activities.
    Cons:
    The KYC is finance targeted rather than operations. If the KYC is modified to help the operations department, it would help us in planning future business with a particular client based on his business relation with the organization. Currently KYC displays only financial transaction data.

    Read More

    SD

    Swathy D.

    Verified reviewer

    Insurance

    11-50 employees

    Used daily for more than 2 years

    Reviewed June 2019

    Best Insurance software ever!

    5

    Its a life saver when it comes to Insurance software

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    easy to use, Fast, reliable and accurate
    Cons:
    could have added more color themes and shades

    Reasons for switching to Ozone Insuria

    user frinedlyness

    Read More

    AP

    Allen P.

    Insurance

    11-50 employees

    Used daily for less than 2 years

    Review source

    Reviewed July 2017

    Best Insurance Agency Management Software

    4

    Increased the efficiency of Work flow. Excellent features. Great and timely support whenever I have a question or minor issues Very friendly staff member willing to assist however they can.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    User friendly, Covers all the necessary modules. A well designed easy to use powerful product capable of satisfying the requirements of an Insurance Agency. Excellent customer support and Price is also affordable.
    Cons:
    Can make it more colourful so it will improve the overall look and feel. Didn't came up with another issues so far.

    Read More

    SS

    Sumesh S.

    Verified reviewer

    Insurance

    11-50 employees

    Used daily for less than 2 years

    Reviewed June 2019

    A SATISFIED USER

    4

    Very satisfied with the professionalism by the team and excellent after-sales client support. Kudos to the team.

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    5
    Customer support
    3
    Functionality
    icon
    Pros:
    Easy to Use. Ability to multi task (work on diff tabs) Easy tracking.
    Cons:
    Certain aspects have to be entered twice

    Read More

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