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Jenesis Software

Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a wide...Read more about Jenesis Software

4.7 (270 reviews)

15 recommendations


EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle. Integrated into one platform, EZLynx Management System™ is designed to meet the unique needs of you...Read more about EZLynx

3.7 (67 reviews)

10 recommendations


OneLink is a Health, Life & Medicare agency management solution that helps businesses in healthcare, finance, insurance and other industries manage customer communication, retentions, conversions and more. Its lead management func...Read more about OneLink

5.0 (5 reviews)

3 recommendations


WaterStreet is a cloud-based insurance solution designed primarily for sectors such as property and casualty insurance. WaterStreet provides tools to manage quote-to-claim policy lifecycle support, a configurable rule-based ...Read more about WaterStreet

5.0 (1 reviews)

2 recommendations

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Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24

EngageBay CRM

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketin...Read more about EngageBay CRM


Indio is a cloud-based property and casualty insurance agency (P&C) solution, which helps manage and streamline insurance application and renewal processes. The platform comes with a form engine, which lets firms display condition...Read more about Indio

Workday Adaptive Planning

Workday Adaptive Planning is the only native-cloud planning solution that empowers finance to configure sophisticated, driver-based models with ease, analyze unlimited scenarios on the fly, and use AI and machine learning (ML) to ...Read more about Workday Adaptive Planning


PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in live conversations. The system offers functionalit...Read more about PhoneBurner


NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities include commission tracking, task management, claims management, reporting, self-service certificates, reminders, calen...Read more about NowCerts

Applied Epic

Applied Epic® is an agency management platform that allows agents to manage their business across all roles and locations for both their P&C and Benefits books of business via a single view of the customer with automated capabilit...Read more about Applied Epic


ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, acces...Read more about ePayPolicy

AgencyBloc AMS+

AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way to increase company's profitability, enhance customer satisfaction, and control costs in today's competitive marke...Read more about AgencyBloc AMS+

Creatio CRM

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), indus...Read more about Creatio CRM

Agency Matrix

Agency Matrix is an integrated cloud-based solution that integrates financial management, human resources and project management into a single platform. You can access every customer, policy, form, endorsement, payment, image, and...Read more about Agency Matrix


Hourly is a time-tracking and payroll management solution that allows small businesses to automatically track time, reduce payroll processing errors, and improve payroll transparency between employer and employee. As a comprehensi...Read more about Hourly


UZIO is a cloud-based SaaS platform that provides you with an all-in-one HRIS, Payroll, Time & Attendance solution, and Benefits Management Solution. It is built for businesses of all sizes. Our platform enables businesses to redu...Read more about UZIO


Snappii, a leading Mobile Business Apps and Forms company, offering Business Process Automation and Field Reporting Apps used predominantly in Construction, Inspection and Work Order management, has made the digital transformation...Read more about Snappii

A1 Tracker

A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform. A1 Tracker's features include contract approval workflow, documents, vendors, audits, reminder notifications, templates, certi...Read more about A1 Tracker


Sentry is an application monitoring platform that helps developers monitor and fix crashes in real time. Sentry caters to engineering teams across various industries, including e-commerce, gaming, and mobile applications. Sentry ...Read more about Sentry

HawkSoft CMS

HawkSoft is an insurance management solution designed for independent agencies. HawkSoft offers workflows for commercial and personal lines and an auto-documentation process that builds a trail of every client interaction. Ha...Read more about HawkSoft CMS

Compulife Quote Software

Designed for the insurance industry, Compulife Quote Software is a web-based software that helps businesses with providing quotes for insurance offerings. Compulife Quote Software’s features consist of responsive design, mobile ...Read more about Compulife Quote Software


With nearly 15 years of experience, myCOI pairs advanced, industry-leading technology with deep industry expertise. Our compliance team's document ingestion process, rules comparison, and white glove service uniquely positions our...Read more about myCOI


Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size businesses and helps them to manage communication with existing and potential customers. The solution includes various ...Read more about Commence


Commissionly is a cloud based sales commission and compensation solution for ISO's FMO's, Insurance Brokers, Merchant Services Companies, Financial Services and Education , Telecoms and Energy Companies. The Commissionly platform...Read more about Commissionly


Anagram, formerly Patch, is a cloud-based insurance management solution, which assists health centers and medical practitioners with claim submission and out-of-network benefits management. Key features include ROI tracking, treat...Read more about Anagram


Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for b...Read more about Shape


NextAgency is the Nation's leading Insurance Agency Management Platform featuring CRM, marketing, and commission tracking tools. The software is designed for life and health agencies, but is easy to customize for your agency. Nex...Read more about NextAgency


pVerify is a real-time insurance eligibility verification solution for medical, dental, and vision providers. The software offers APIs for eligibility, prior authorization, claim status, and more. It also provides batch eligibilit...Read more about pVerify

Commission Tracker

Commission Tracker is an on-premise and cloud-based solution that enables insurance agencies to manage policies and calculate agents' commissions. Administrators can sort existing policies based on agents, carriers or clients and ...Read more about Commission Tracker


Eclipse is an insurance agency management system for independent insurance agents with both on-premise or cloud-based deployment. It provides features for single agencies as well as multi-agency locations of all sizes. The sy...Read more about Eclipse


Wellnex is a cloud-based CRM software that facilitates the generation of leads, launches unlimited marketing campaigns and publications and allows dynamic portfolio segmentation and monitoring. Key features include QR scanning, he...Read more about Wellnex


Nuxeo helps enterprises build and modernize content management applications to tackle the content issues of today with a low-code development approach. As a cloud-native content services platform, Nuxeo leverages secure cloud tech...Read more about Nuxeo


Billy is a risk management solution that helps reduce friction between businesses. You can automate the verification of insurance, licenses and compliance documents of your vendors, suppliers and tenants in minutes. Billy helps ...Read more about Billy

VCA Software

With a claims engine as its core, VCA Software (formerly known as Virtual Claims Adjuster) is a global SaaS platform focused on improving policyholder satisfaction and retention, while providing a next-generation ecosystem to impr...Read more about VCA Software

FileTrac Evolve

FileTrac Evolve is a sophisticated, claims management software designed for independent adjusters and insurance companies, accommodating organizations ranging from small firms to large enterprises. It is developed to minimize huma...Read more about FileTrac Evolve

Agency Advantage

Agency Advantage is an agency management software designed to help businesses streamline customer retention and boost sales, profit and renewals. Key features include document management, quotes/estimates, claims management, cance...Read more about Agency Advantage


We are Nest – a company that helps Brokers, MGAs and Program Managers to sell Insurance with our products and components. We believe in simplicity and lower cost per policy. Our customers depend on us to make sure that their syste...Read more about Macaw


MPACS is a complete solution for managing your database of quotations, policies and claims. The software includes rating, documentation, workflow, diary and auditing. On-premises or in the cloud solutions are available. The open A...Read more about mPACS


MediClaims is a comprehensive claims management software for small to large-sized medical and dental practices. MediClaims lets staff members handle claim pre-certifications, track referrals, process payments, manage capitation an...Read more about MediClaims


Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014. Insly delivers a scalable solution for C-Suite employees and underwriters looking to launch and distribute new products. Add...Read more about Insly


Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers, including property, casualty, life and health care insurance prov...Read more about Surefyre


ProNavigator is purpose-built for underwriters, claims and operations teams, and agencies to organize all of their guidelines, wordings, operating procedures, marketing material and more. We simplify and speed up accessing informa...Read more about ProNavigator

Expiration Reminder

Expiration Reminder is a legal document management solution that helps businesses streamline processes related to employee certification tracking, contract management, domain name monitoring, warranty tracking, and more from withi...Read more about Expiration Reminder

Vertafore Agency Platform

Vertafore Agency Platform is a cloud-based insurance management solution designed for insurance companies of all sizes. It offers accounting, customer management, document management, policy management and reporting within a suite...Read more about Vertafore Agency Platform


InsuranceSuite is an insurance management solution that helps agencies streamline operations and manage claims, bills and receivables, as well as underwriting and policy administration. The solution can be deployed in the cloud an...Read more about Guidewire


Velocity is a cloud-based agency management system for property and casualty insurance carriers. It helps users handle the needs of general agents, program administrators, wholesalers, carriers, reinsurers and retailers. The core ...Read more about Velocity

FileHandler Enterprise

FileHandler Enterprise is a claims administration software designed to help public entities, third-party administrators and self-insured organizations streamline workflow automation and risk management. Key features include case m...Read more about FileHandler Enterprise

Xanatek Connect

IMS 4 is an on-premise and cloud-based solution that helps insurance agencies manage various administrative operations such as document storage, drip marketing, receipt generation and more. Professionals can store clients’ policy ...Read more about Xanatek Connect

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 mod...Read more about Ozone Insuria

Core Commissions

Core Commission is an on-premise and cloud-based solution that enables businesses to automate commission calculating processes using various tools. It comes with an extract, transform, load (ETL) module, which allows users to tran...Read more about Core Commissions

Partner XE

Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the s...Read more about Partner XE


AgencyZoom is a comprehensive sales management suite specifically designed for insurance agencies, catering to their unique needs and challenges. This cloud-based platform offers a range of powerful tools to streamline processes, ...Read more about AgencyZoom


Surfly provides co-browsing and collaboration technology that lets you upgrade any conversation, from any channel as if you are sitting side-by-side. Co-browsing session instantly begins in a browser window using a link or clickin...Read more about Surfly

Applied CSR24

Applied CSR24 is a cloud-based self-service customer portal for insurance companies. It offers clients online and mobile access to an organization's policies' information. Key features include document management, claims managemen...Read more about Applied CSR24

ISI Enterprise

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 managem...Read more about ISI Enterprise


BindHQ by Owsy is a cloud-based insurance solution designed for specialty insurance distribution. The solution is built to serve wholesalers, managing general agents (MGAs) and managing general underwriters (MGUs). Key features in...Read more about BindHQ

Better Agency

Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, campaigns, conversion tracking, reviews, claims and cross-selling. Key features include document management, insuranc...Read more about Better Agency


Co-founded in 2000 by husband and wife Alan and Arpie Zavian, PlanetBids, Inc. is a software development company with a mission to provide web-based procurement solutions to help procurement professionals in the public, private, e...Read more about PlanetBids


Claimable is a claims management solution designed to help businesses settle, organize, store, filter and handle insurance claims from within a unified platform. Users can create reports by adding customizable conditions, label cl...Read more about Claimable


EASA is the leading software tool for those businesses currently using highly developed and complex Excel spreadsheets, including those with macros/VBA, for critical functions but are being hindered by the common limitations such ...Read more about EASA


tigerlab offers a cloud-based Insurance Platform as a Service (IPaaS), designed for insurers, MGAs, insurance startups and digital businesses. The software automates the whole insurance policy lifecycle, from policy issuance to ca...Read more about tigerlab


Virtual Benefits Administrator is a cloud-based claims processing solution that helps organizations of all sizes manage various types of health care benefits. Its claims management platform allows users to handle a variety of clai...Read more about VBASoftware

Cooper Rose Digital Full Suite

Cooper Rose Digital is a suite of modules such as product distribution, policy management, rating engine, documentation generation, reporting, customer relationship management (CRM) and third-party integration. It develops full-st...Read more about Cooper Rose Digital Full Suite


AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workflows, manage the relationship and generate leads by skills-based routing. The solution is cloud-based ...Read more about AgentCubed


Centralpoint, by Oxcyon is featured in Gartner’s Magic Quadrant for Digital Experience Platforms is a Microsoft based technology which be installed either on-premise or in the cloud. It is an N-Tiered, highly scalable, roles based...Read more about Centralpoint

4.6 (8 reviews)


Agentero is a cloud-based solution that enables insurance agencies to interact with clients and manage insurance policies on a centralized platform. It provides mobile applications for Android and iOS devices, which helps professi...Read more about Agentero

4.9 (8 reviews)

Cloud Claims

Cloud Claims is a claims management solution that helps businesses process incident-based claims including documentation, financials, workflows, reminders and analytics. Teams can use tags to organize specific files according to ...Read more about Cloud Claims

4.8 (8 reviews)

Applied TAM

Applied TAM is a cloud-based insurance management solution designed for small and midsize businesses. It offers business process management, risk management, insurance renewals, marketing management and reporting functionalities w...Read more about Applied TAM

3.9 (7 reviews)

Agency Master

Agency Master is an insurance agency management solution that helps businesses manage insurance claims for trucking and transportation industries. It allows organizations to prepare insurance certificates, trailer interchange agre...Read more about Agency Master

5.0 (6 reviews)

Pathway Insurance Software

Pathway is a cloud-based automated insurance communication platform, which helps manage and streamline client-facing communications using emails and texts. The software can automate renewal, billing, weather and marketing workflow...Read more about Pathway Insurance Software

5.0 (6 reviews)


SiegeAMS is a cloud-based solution that helps insurance agencies handle and streamline reporting, document management, task assignment and various other administrative processes. Professionals can use the dashboard to configure wo...Read more about SiegeAOS

5.0 (6 reviews)

Nexsure Insurance Platform

Nexsure Agency Management is cloud and mobile-based agent management solution, which helps manage, improve and accelerate the growth of insurance-related operations. Designed primarily for brokers, agents, wholesalers and program ...Read more about Nexsure Insurance Platform

4.6 (5 reviews)


ClickClaims is a SaaS claims management solution that helps businesses of all sizes manage accounting, vendors, documents, tasks and more. Professionals can utilize the pre-designed email templates to deliver information throughou...Read more about ClickClaims

5.0 (5 reviews)

Health Cloud

Salesforce Health Cloud is a patient management platform designed to help medium to large healthcare organizations manage inquiries, track issues, deliver post-acute care processes and more. Key features include clinical data mana...Read more about Health Cloud

4.6 (5 reviews)


CaptaIMS is easy-to-use insurance management software that helps small agencies streamline operational workflows. It is a cloud-based system that can be accessed on the go from any location. With CaptaIMS, agents can easily search...Read more about CaptaIMS

5.0 (4 reviews)

InsFocus BI

InsFocus BI is an insurance policy software designed to help businesses build, view and analyze insurance reports. The platform enables managers to store policy, claim, coverage and client details on a unified interface. Administ...Read more about InsFocus BI

4.8 (4 reviews)


MyHealthily's technology supports insured and medically underwritten plans from 130+ carriers in all 50 states! Having launched in January 2022 the MyHealthily platform was created by brokers for brokers to assist with companies w...Read more about MyHealthily

5.0 (4 reviews)

DecisionRules is Agile Business Rule Engine for Every Industry. DecisionRules helps you speed up everyday processes in financial services, insurance, e-commerce, logistics, healthcare and more. Decision tables are at the core o...Read more about

4.8 (4 reviews)

RiskPartner COI

RiskPartner COI is a cloud-based software designed to streamline the management of insurance certificates. With automated notifications for expiration tracking and customizable rules, it helps handle communication with subcontract...Read more about RiskPartner COI

5.0 (4 reviews)


InsureCert is a cloud-based insurance solution that enables agents and brokers to organize policy-related data and share information with consumers. Key features include sales management, distribution network monitoring and market...Read more about InsureCert

5.0 (3 reviews)


Sibro is the simplest and easiest solution, specifically developed to manage end-to-end insurance businesses. It helps you keep track of all policies, claims and installments, reminding you about follow-ups and renewal dues. ...Read more about SIBRO

5.0 (3 reviews)

Financial Services Cloud

Salesforce Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representa...Read more about Financial Services Cloud

4.7 (3 reviews)

DataPath Summit

Summit is a cloud-based solution for administering consumer-directed healthcare accounts, premium billing and insurance payments. Summit can be deployed on-premise or in the cloud to be accessed via any browser, including the brow...Read more about DataPath Summit

5.0 (3 reviews)


Hoggo offers all businesses a 100% free platform with features going from onboarding, attendance management, bookeeping, offboarding and even the management of insurance benefits. Intuitive, the platform centralizes the collectio...Read more about SideCare

5.0 (3 reviews)


Streem is a cloud-based solution that helps businesses provide remote support to customers using augmented reality (AR) and artificial intelligence (AI) technology. Professionals can record videos of customers’ spaces and share th...Read more about Streem

3.7 (3 reviews)


s.360 is a cloud-based life underwriting solution for insurers and reinsurers. The modular ecosystem fits any project or size of the company, allowing users to automate their underwriting processes, preset case journeys, and struc...Read more about s.360

5.0 (3 reviews)

Agency Suites

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make ma...Read more about Agency Suites

4.0 (2 reviews)


BluRoot is a cloud-based solution, which assists insurance brokerages and agencies with lead management and data collection. Key features include surveys, document storage, quote preparation, prospect interaction tracking, and com...Read more about BluRoot

5.0 (2 reviews)


Designed for Insurance businesses, Benelinx is a cloud-based agency management software that helps manage employee benefits, consolidate data, and track commissions from a centralized platform. It lets staff members generate docum...Read more about Benelinx

5.0 (2 reviews)


Designed for insurance organizations, i-Underwrite is a cloud-based underwriting software that helps manage digital applications, automate cover purchases, and generate reports from a unified platform. It lets staff members stream...Read more about i-Underwrite

5.0 (2 reviews)


AGENCYMATE is an agency management software solution designed for marketing, advertising, and PR agencies. AGENCYMATE provides various features to help agencies manage the full customer lifecycle. It helps agencies automate lead ...Read more about AGENCYMATE

4.5 (2 reviews)

Ventiv Claims

Ventiv Claims is a claims management software platform that allows companies and organizations to make data-driven decisions and improve their claim outcomes. Whether self-administering claims or using a third-party to administer ...Read more about Ventiv Claims

4.5 (2 reviews)


Designed for businesses of all sizes, iWarranty is a warranty management solution that helps manage service orders, warranty claims, supplier recovery and more. It allows users to gather, organize and sift through the information ...Read more about iWarranty

4.0 (2 reviews)

Kanverse AP Invoice Automation

Kanverse AP Invoice Automation is a cloud-based accounts payable software that helps handle invoicing processes, automate project workflows and access document compliance. The tool allows users to detect fraud, gain insights into...Read more about Kanverse AP Invoice Automation

4.5 (2 reviews)

1insurer Suite

1insurer Suite is a cloud-based and on-premise insurance solution that combines software modules such as policy management, billing, claims management, agent/customer/repairer portals and insurer analytics. Businesses can choose t...Read more about 1insurer Suite

2.0 (1 reviews)


NetClaim by Navex Global is an online claims management and incident reporting solution for insurance carriers and third-party administrators (TPAs). It allows clients to handle various types of claims, such as workers' compensati...Read more about NetClaim

5.0 (1 reviews)


FINEOS Claims is a cloud-based solution designed to help businesses of all sizes streamline and manage accident, health and life insurance claims. The centralized dashboard enables employees to automate and optimize the entire cla...Read more about FINEOS Claims

3.0 (1 reviews)


SchemeServe is a cloud-based insurance solution designed for insurance organizations, managing general agents (MGAs) and brokers. Features include cancellation tracking, claims tracking, policy generation, a rating engine, reinsur...Read more about SchemeServe

5.0 (1 reviews)


RiskVille is a cloud-based, GDPR-compliant risk and insurance management solution that allows insurance organizations to manage day-to-day operations such as customer relationships, risk identification, policy management, claim pr...Read more about RiskVille

5.0 (1 reviews)


SimpleINSPIRE is an integrated multi-line insurance platform suitable for P&C insurance companies of any size. It combines policy management, billing and insurance accounting, claims management, business intelligence, efficiency t...Read more about SimpleINSPIRE

5.0 (1 reviews)


Our sophisticated all-in-one solution for Claims Management, Policy Administration & Ancillary Services Marketplace streamlines claims operations and improves efficiency. 1. Centralize the Communication Workflow: Effectively adm...Read more about Terra

5.0 (1 reviews)


Adjustify is a claims management solution designed to help businesses in the construction, furniture warranty, property insurance and other sectors process insurance claims. Agents can utilize the video calling functionality to co...Read more about Adjustify

5.0 (1 reviews)


InsureEdge by Damco is an end-to-end insurance software for policy administration and claims management that connects carriers, agents, customers, and insurance agencies over a centralized and fully equipped digital platform. It s...Read more about InsureEdge

5.0 (1 reviews)

La Segura Mexico Insurance

Easy-to-Use and Affordable Mexican Car Insurance App La Segura Mexico Insurance is an easy-to-use APP to quote and buy car insurance through all of your trips in Mexico. Carry all your information on your phone, with no WiFi ne...Read more about La Segura Mexico Insurance

5.0 (1 reviews)


Layr is an insurance platform that puts everyone on the path to success: brokers, carriers, and small business owners. Base Layr is the all-in-one AMS solution, AI account manager, and insured digital kiosk branded to your broke...Read more about Layr

5.0 (1 reviews)


iLearning Engines (ILE) is the leader in learning automation and one of the fastest-growing technology companies in North America. Enterprises use the artificial intelligence-enabled platform to deliver and execute firm-wide train...Read more about iLearningEngines

5.0 (1 reviews)


AVA RMS is a Spanish-language cloud-based risk management solution that can be used by organizations across various industries. It offers a set of customizable modules designed to meet specific and unique needs, such as biosecurit...Read more about AVA RMS

5.0 (1 reviews)

Figtree General Insurance Claims

Figtree General Insurance Claims is a cloud-based claims management software system designed to help insurance companies manage their claims processes efficiently. The software covers the entire claims lifecycle, including apprais...Read more about Figtree General Insurance Claims

5.0 (1 reviews)

Series 3000

Series 3000 is a cloud-based claims administration solution for businesses within the healthcare industry. This workhorse platform can be fully customized to meet the unique needs of businesses. The platform assists users with cli...Read more about Series 3000

5.0 (1 reviews)


Insurers, MGAs and brokers use REACH to speed up digital signature collection, improve customer experiences and manage compliance. All in one single app. With powerful digital completion features like eSignatures, document collect...Read more about REACH

5.0 (1 reviews)

Apex EDI

Apex EDI is a medical billing solution designed to help medical, dental, veterinary, chiropractic, and other healthcare facilities process insurance claims. The interface allows users to enter multiple medical procedures with feat...Read more about Apex EDI

5.0 (1 reviews)


AgencyPro is agency software designed for insurance companies, intermediaries and underwriting agencies. It is suitable for organizations with multiple insurance products, including auto, home, health, accident, causality and life...Read more about AgencyPro

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Stream Suite

Stream Suite is an insurance management solution designed for insurance companies of all sizes. It offers claims management, customer management, billing, policy administration and distribution management within a suite. The produ...Read more about Stream Suite

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InsuranceEnterprise by CodeObjects is an integrated insurance solution that can be deployed on-premise or in the cloud. The solution offers four modules, which include policy administration, claims management, ratings and billing....Read more about InsuranceEnterprise

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SEI CRM is an accounting and insurance system for agents and brokers to manage sales and customer relations. It allows agents to manage their customer base, add and edit client data and maintain client history. The applicatio...Read more about SEI CRM

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BriteCore is a cloud-based insurance solution for personal, commercial, auto and specialty insurance providers. Designed for the needs of small and midsize insurance service providers, it provides support for multi-line, multi-sta...Read more about BriteCore

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Applied Analytics

Applied Analytics is a cloud-based data analytics solution for businesses in the insurance industry. It offers configurable reporting tools, allows users to produce charts and graphs and lets users monitor client retention, sales ...Read more about Applied Analytics

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DRC Insurance Platform

DRC's insurance system is a cloud-based insurance solution that enables property and casualty insurance businesses to manage their policy quotes, ratings, billing and claims. The solution offers features for brokers, carriers and ...Read more about DRC Insurance Platform

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Diamond Suite is a cloud-based suite of insurance policy administration applications that cater to personal and commercial insurance organizations. Key features include policy administration, claims administration, a built-in web ...Read more about Diamond

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Proformex stands as the unrivaled leader in inforce management platforms, providing unparalleled data aggregation, advanced analytics, and comprehensive portfolio monitoring for life insurance and annuities. Specifically designed ...Read more about Proformex

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TopSail is an insurance rating management software designed to help businesses with policy issuance, forms management and endorsement processing operations. The platform enables managers to organize documents and configure role-ba...Read more about TopSail

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PLEXIS Payer Platforms

PLEXIS Payer Platforms is on-premise and cloud-based solution designed to help small to large businesses manage all processes related to benefits administration and claims management. It comes with a self-service health care porta...Read more about PLEXIS Payer Platforms

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AdInsure is a standard insurance platform that provides insurance companies with future-proof technology for streamlining their business processes and operations. AdInsure serves as a foundation of award-winning solutions: AdInsur...Read more about AdInsure

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CyberLife is a policy management solution that helps businesses across healthcare, automotive, banking, retail, and other sectors handle claim processing operations. It allows managers to implement new product development processe...Read more about CyberLife

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Snapsheet Claims

Snapsheet makes claims simple. We do this through a suite of innovative insurance software solutions which transform insurance companies' ability to seamlessly manage claims, reduce cycle time, increase appraisal accuracy, and del...Read more about Snapsheet Claims

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NOBL is a cloud-based accounting and solvency solution that helps property and casualty (P&C) insurance brokers manage premium/return of premium funds as per government regulations. It utilizes automated billing and follow-up proc...Read more about NOBL

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Origami Risk for P&C Insurance

Origami Risk provides a highly configurable, integrated SaaS platform that enables insurance organizations—insurers, MGAs, program administrators, risk pools, and third party claims administrators (TPAs)—to transform their approac...Read more about Origami Risk for P&C Insurance

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Sapiens P&C general insurance software is a cloud-based, General Data Protection Regulation (GBDR)-compliant insurance management solution designed for medium and large organizations. It caters to non-life property and casualty an...Read more about IDITSuite

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Go-Insur is the next generation in digital insurance software, empowering Brokers, Insurers and MGAs to adapt quicker to changing market trends and get ahead of the competition with an agile quote and buy platform. Go-Insur's clou...Read more about GO-INSUR

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AgencySmart is an “all-in-one”, cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting...Read more about AgencySmart

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P&C Claims Intake Decisions

P&C Claims Intake Decisions is an insurance software designed to help businesses manage property and casualty claims. The platform offers tools such as the claim intake decision tool and claim notification wizard that enable teams...Read more about P&C Claims Intake Decisions

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PerfectQuote is a cloud-based platform that allows companies to navigate through and extract data from their medical insurance carrier's proposals. It scans and extracts crucial information from medical and ancillary carrier prop...Read more about PerfectQuote

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The Broker's Workstation

The Broker's Workstation is a single-entry multiple company interface (SEMCI) platform designed to assist property and casualty (P&C) insurance brokers and agents with underwriting, claims processing and quoting. Key features incl...Read more about The Broker's Workstation

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The built-in commission management module can handle the most complicated hierarchies and compensation structures?easily handling any commission schedule, override rate and sharing percentage. It takes the headache out of commissi...Read more about equisoft/centralize

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Riskine is a digital advisory solution for banks, financial institutions and insurance companies. It provides an API-based modular ecosystem with intelligent financial planning algorithms that enables institutions to deliver an op...Read more about riskine

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CoverWallet for Agents

CoverWallet for Agents is an insurance policy software designed to help businesses receive quotes from various commercial carriers and purchase policies. The platform enables administrators to manage billing operations and generat...Read more about CoverWallet for Agents

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Zywave Analytics Cloud

Zywave Analytics Cloud is a claims and loss analytics tool designed to help insurance agencies identify cost drivers and trends on behalf of their clients. The tool aims to help insurance professionals evaluate client claims, work...Read more about Zywave Analytics Cloud

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Faktor Zehn Suite

The Faktor Zehn Suite is our End-to-end core insurance platform based on state-of-the-art technology. All core processes are covered by the Faktor Zehn Suite - from offer and quotation management to product definition, claim fulfi...Read more about Faktor Zehn Suite

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AgentSync is a cloud-based platform designed to help insurance agencies and brokerages manage their producers and ensure compliance. The solution caters to insurance agencies of all sizes in the property, casualty, life and health...Read more about AgentSync

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INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual reporting through front-office functions and analytics. Key features include investment accounting, budgeting, foreca...Read more about INDIS

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AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio errors, and generate compliance reports. The integrated information module allows users to leverage all financial a...Read more about AM-DIS

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PolicyFlow is a insurance solution that helps businesses streamline processes related to client management, quotes tracking, claims handling, auditing, and more from within a unified platform. It allows staff members to send autom...Read more about PolicyFlow

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V3locity is a suite of complementary applications that brings about transformation in businesses, offering complete life cycle functionality and robust enterprise capabilities. With its modular design, the platform enables flexibl...Read more about V3locity

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Zywave PlanAdvisor

Zywave PlanAdvisor is an employee benefits enrollment software platform which helps reduce the cost and complexity of managing benefits by providing a simple, web-based solution with customized tools for both employees and employe...Read more about Zywave PlanAdvisor

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Discover Verity, the web-based policy administration solution tailored to meet the specific needs of MGAs and carriers operating in the ever-evolving P&C insurance marketplace. Equipped with an array of essential features, Verity ...Read more about Verity

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JUMP Front-to-Back

JUMP Front-to-Back is a comprehensive and modular asset management platform covering front-to-back office functions. It streamlines operations for asset managers, wealth managers, insurers, and other financial services firms. The...Read more about JUMP Front-to-Back

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The solution is built on the Oracle Insurance Policy Administration platform and includes a digital self-service portal for advisors, agents, plan administrators, participants and individual customers that provides a completely di...Read more about equisoft/manage

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LineSlip Private Equity ingests and digitizes commercial insurance program documents, translating the information into insurance intelligence. The software’s easy-to-understand, data-rich dashboards provide instantaneous access to...Read more about LineSlip

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OWLS Software is a cloud-based solution insurance management and administrative technology used by Insurers, UMA’s and Re-insurers to administer and automate the various processes in the in the insurance lifecycle. OWLS Software, ...Read more about OWLS

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CaseGlide helps claims teams at insurance companies, corporations and TPAs align their defense attorneys around case strategies, expectations and desired case outcomes. Through a highly configurable litigation management solution,...Read more about CaseGlide

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Ventiv Policy

Meet the demands of an ever-changing world. Beat the competition with quicker-to-market products that support policyholders’ needs. Ventiv Policy, a flexible tool built for the modern insurance landscape, sets the standard for pol...Read more about Ventiv Policy

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About Corestream Corestream is a free-to-use platform that allows employers to effortlessly deliver voluntary & lifestyle benefits and corporate discounts. With one integration, employers can experience benefits without the burden...Read more about Corestream

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Insurance Commission Tracker

Premium Payment Tracker - Track you Premium Commission payment to identify and reclaim missing payments. Simply upload your premium payment data into Commissionly, or have us do it for you, to create a report that identifies mi...Read more about Insurance Commission Tracker

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CoverStack is a cloud-based insurance marketplace platform that helps businesses streamline the insurance sales process, enabling brokers and agents to add new plans through a unified platform. CoverStack's API analytics dashboa...Read more about CoverStack

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Encoda BackOffice

Encoda is a leader in healthcare reimbursement automation and technology-enabled revenue cycle management services, that empower medical business offices to cost-effectively collect the most revenue in the shortest time possible. ...Read more about Encoda BackOffice

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Genius Avenue

Genius Avenue brings together a powerful combination of technology and services to provide our clients with customized solutions for the enrollment and administration of benefits, digital sales, marketing and collections, BPO and ...Read more about Genius Avenue

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Kakbima provides tools to connect insurers, distribution partners, and customers to transform the way insurance is bought, managed and sold. At the center of the ecosystem are the insurance management and distribution platform tha...Read more about Kakbima

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Agency Integrator

With Agency Integrator, users can easily manage and expedite key cases and spend less time manually tracking and reporting. It helps businesses integrate with vendor requirement fulfillment, carrier data, third-party industry tool...Read more about Agency Integrator

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NewgenONE Digital Transformation Platform

A unified, cloud-based low-code platform for automating end-to-end processes and comprehensively managing content and communications, backed by AI-based cognitive capabilities and a robust integration ecosystem. Simplify your co...Read more about NewgenONE Digital Transformation Platform

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iPipeline’s DocFast provides carriers, distributors, and financial institutions with robust features to transform manual document delivery processes into a secure, swift, and seamless digital experience. DocFast can digitally tran...Read more about DocFast

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InsurIQ - PAS

Introducing the ultimate solution for insurance companies looking to streamline their policy management process: the Policy Administration System (PAS). This comprehensive software package is designed to help insurers manage their...Read more about InsurIQ - PAS

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InsurIQ - DISE

At InsurIQ, we understand that consumers today expect the convenience of being able to enroll in insurance plans online, anytime and anywhere. That's why we've developed our Digital Insurance Storefront and Enrollment (DISE) Solut...Read more about InsurIQ - DISE

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Foundation AI

Foundation AI offers cutting-edge AI-powered solutions that simplify time-consuming tasks, reduce costs, and enhance decision-making capabilities for law firms and insurance companies. Its platform unites and streamlines all docu...Read more about Foundation AI

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QuickCap is an administration software designed specifically for payers and providers in the healthcare industry. It helps manage claims processing, clinical data, financial transactions and more. QuickCap allows users to simplif...Read more about QuickCap

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CaseworksPro is a claims management software designed for insurance companies, third-party administrators, and self-insured organizations. It offers various features including policy data capture, a dashboard, electronic reporting...Read more about CaseworksPro

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In the intricate world of insurance, managing litigated and high-severity claims can be a daunting and complex task. However, ClaimDeck, an innovative and powerful cloud-based platform, aims to transform the way insurance claims a...Read more about ClaimDeck

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SAIBA Global

SAIBA is an insurance broking software tailored for direct insurance brokers. It aids in the effective management of customer activities and opportunities in various insurance sectors such as motor, health, property, engineering, ...Read more about SAIBA Global

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Livegenic is a virtual collaboration platform designed for the insurance industry, providing solutions to manage and improve everyday processes. The platform offers features such as remote virtual inspections with customers and po...Read more about Livegenic

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Ajira Software LLC builds intelligent products for P&C commercial insurance. Headquartered in Oak Brook, Illinois, our smart products enable digital transformation specifically for an insurance carrier or state fund’s external sta...Read more about IntelliXform

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CCC Casualty

CCC Casualty's claims management technology is key to handling claims handlers’ work. The company makes continuous improvements to casualty solutions to support evolving complexities around first- and third-party casualty claims. ...Read more about CCC Casualty

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Figuro is an insurance software that transforms agencies and delights customers. It offers an all-in-one platform to thrive in the digital-first landscape. Agencies can transform their operations by consolidating policy informati...Read more about Figuro

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