Add to compare

Add to compare

User Ratings & Reviews

Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.

Overall Rating

4.53 / 5 (47)

Ease-of-Use

4.5 / 5

Value for Money

4.5 / 5

Customer Support

4.5 / 5

Functionality

4.5 / 5

Last Review Written

February 17, 2020

Pros/Cons

  • Pros

  • I like the ease of use and that there is great support from the staff.

  • I love this software because it helps me be organized, stay in top of my work load, and write much better notes and evaluations.

  • Cons

  • none so far. It has been a great help to me. Maybe a feature that offered more reports or ability to adjust note templates.

  • There isn’t a lot of ability to change the structure of note templates, but they have what insurance needs.

Pricing

Pricing Range

Have a question about pricing?

Connect with Software Advice to learn about potential unexpected costs, price ranges, pricing for other recommended alternatives, and more!

Product Demo & Screenshots

Product Demo

Explore product images

Advisor Recommendations & User Awards

FrontRunners

The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.

FrontRunners

2021

Advisor Recommendations

Our industry-specific advisors recommend products based on specific business needs. Connect with us to get your personalized recommendations.

N/A

Additional Info

Ideal Customer Size

Small

Medium

Large

Operating Systems

Windows

Mac

Linux