Insurance Agency Software

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CallidusCloud - Producer Pro

CallidusCloud - Producer Pro

by CallidusCloud

(1 review)

Producer Pro includes everything carriers need to automate and simplify producer administration and management, helping your organization improve efficiency, maintain compliance, and reduce risk. Producer Pro by CallidusCloud is based on proven CallidusCloud cloud technology that supports over 2.5 million users and billions of transactions a month. Learn more about CallidusCloud - Producer Pro

AgencyBloc for Health & Life Insurance

AgencyBloc for Health & Life Insurance

by AgencyBloc

(66 reviews)

AgencyBloc is an agency management system designed specifically for health and life insurance agencies. CRM, Commissions Processing, and Marketing Automation tools allow you to manage your entire agency in one place. Organize your agency, improve lead management, manage your book-of-business, uncover missed commissions, automate email campaigns, and more! Learn more about AgencyBloc for Health & Life Insurance

AgentCubed

AgentCubed

by AgentCubed

(6 reviews)

AgentCubed provides the single solution for insurance agencies. Our sales solution helps solve issues agencies may be experiencing with average time of sale by integrating quoting and enrollment. We solve your pain points with lead tracking, ROI calculation, cross-selling, compliance, finance reconciliation, and/or customer retention. We combine lead management, distribution and policy management into one easy to use platform. Learn more about AgentCubed

NowCerts

NowCerts

by NowCerts

(36 reviews)

Meticulously Crafted, Secure, Intelligent and Intuitive is how we built the cloud-based NowCerts Insurance Agency Management System - Outsourcing of Insurance Certificates - Sending Certificates via FAX, E-mail or US Mail - Quick Book Integration - Carrier Downloads - CRM - Policy Management - All Accord Forms - Commission Tracking - Marketing Forms sent via Fax, E-mail or US Mail - Loss Runs obtaining tool - And many more exclusive features at no additional cost Learn more about NowCerts

A1 Tracker

A1 Tracker

by A1 Enterprise

(28 reviews)

Contract management software web-based with modules for claims, accident tracking, insurance renewals, contract renewal, risk management, cost of risk, and document management. Features in each module include email notifications, contact management, notes, date and time stamps, document version control. Fully hosted or self hosted options available. Private labeling available with integration to web site and company intranets. Scalable to unlimited, world-wide users and multiple languages. Learn more about A1 Tracker

Velocity

Velocity

by VRC Insurance Systems

(9 reviews)

Velocity offers an all-in-one insurance solution specializing in the Property & Casualty market that handles the business needs of MGAs, Program Administrators, Wholesalers, Carriers and Retailers. Key features include policy issuance & administration, claims administration, built-in rating, self-service portals (agent & insureds), billing & premium accounting, document management, reporting and more. Learn more about Velocity

Agency Master

Agency Master

by Agency Master Insurance Software

(5 reviews)

COMMERCIAL SPECIALISTS! Trucking, Equine, Aviation, General Commercial, & Specialty Lines. Do you write specialty niche markets? Create Certificates in seconds. 100% PAPERLESS office. Powerful WorkFlow module, Outlook integration, Customizable dropdowns. Easy to learn accounting, agency billing, premium finance, return premium, commission, account current specialists, ACORD Forms, carrier access, integration with AeroQuote & more! CLOUD or LOCAL BASED Learn more about Agency Master

Canary AMS

Canary AMS

by TechCanary

(7 reviews)

TechCanary is a technology company that provides software solutions specifically to insurance agencies and agents. In 2012 a strategic partnership was formed with Salesforce.com and TechCanary to build a combined solution of an Agency Management System (AMS) and a Customer Relationship Management System (CRM). The combined solution is TechCanary's Core product Canary AMS. Learn more about Canary AMS

Commission Tracker for Insurance

Commission Tracker for Insurance

by AmbiCom

(25 reviews)

Commission Tracker is specifically designed for Insurance agencies that sell group and individual benefits. CT is focused on managing the commissions paid to your agency by the carrier, as well as, the commissions owed to your producers. But it also does so much more... giving you detailed reports from every angle of your business. Many agencies begin by trying to track these commissions with Excel spreadsheets but soon find themselves unable to easily produce reports. Learn more about Commission Tracker for Insurance

Jenesis Software

Jenesis Software

by Jenesis Software

(23 reviews)

If you are an Independent Insurance Agency, we would love to learn more about you and your agency. Let us show you how our agency management & marketing software has made agencies more profitable and efficient. Please allow us to spend 45 minutes online with you for a free, no-obligation, no-pressure, one-on-one demo. Learn more about Jenesis Software

FileInvite

FileInvite

by FileInvite

(12 reviews)

FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. With FileInvite you can set up reminders, templates and sync with your favorite cloud storage like Google Drive. Send a FileInvite Today! Learn more about FileInvite

BindHQ

BindHQ

by Owsy

(4 reviews)

Web-based Agency Management system for P&C focused MGA's, Program Managers and Insurance intermediaries . Intuitive, scalable and secure software that helps you organize your agency. Our customers use BindHQ to solve commission management amongst multiple parties, sales, policy management and reporting. BindHQ can be extended to manage accounting and self-service portals for internal users and external customers. Learn more about BindHQ

Market Quest For Insurance

Market Quest For Insurance

by Market Focus

(1 review)

Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. Learn more about Market Quest For Insurance

Surefyre

Surefyre

by Surefyre Systems

(2 reviews)

Manage and grow your business more efficiently than ever with modern CRM software designed specifically for insurance agents and brokers. Surefyre is powerful and easy to use with essential features like automatic document generation, commission tracking, marketing automation, integrated dialer, third party integrations with Google and others, custom workflows, robust reporting, and much more. Getting started is easy and free with our 30 day trial. Learn more about Surefyre

NOBL - Policy Managment

NOBL - Policy Managment

by PAULMAR Software

(0 reviews)

SaaS cloud solution for the automation of P&C insurance agencys trust account. Reducing agency workload to make it more productive and significantly more efficient. Endorsement billing, automated invoice follow-up, cancellation endorsements and return premium refunds, new accounting and trust financial solvency, all guaranteed standard feature. A suite of 8 different products available. 75 premium and return premium, production and financial reports. Secured cloud server and software access. Learn more about NOBL - Policy Managment

Basic Advisor

Basic Advisor

by BASIC

(0 reviews)

Designed by HR and benefit administration professionals, for HR professionals and their Agents. Built specifically for small employer marketing, with the agent in mind. Robust benefit administration features like Online Enrollment /Life event changes, Self Admin Dependent Audit, Onboarding, and access to HR360. Employers can track, Accident/injuries, Performance Reviews, Development Reminders. Agents have access to BASIC Advisor to send customized marketing pieces on demand! Learn more about Basic Advisor

SISE

SISE

by SISTRAN

(0 reviews)

SISE is SISTRAN's solution that manages and administrates all the areas of your insurance company accompanying the growth of your business through the incorporation of additional modules that provide new functionality. The flexibility of the solution allows the parametrization of products of all lines of business and complexity, in an easy and quick way. Thanks to its integrity is possible to obtain on-line consolidated information from any business area.

PREMIA

PREMIA

by 3i Infotech

(0 reviews)

The PREMIA insurance management solutions suite is designed to proficiently perform all the functions of an insurance company such as underwriting / policy administration, claims management, reinsurance and accounting. The offerings in our insurance software solutions suite are used by some of the most recognized names in the global insurance industry. The suite covers various business classes such as property, general liability, commercial, individual/ group life, liabilities and related areas

GreenWave

GreenWave

by SPI Software Solutions

(1 review)

GreenWave Commission Management Software alleviates a large volume of administrative burden shouldered by MGAs, brokers, agents, carriers and support personnel. Once the processing of your commission data is automated via GreenWave, your company will see an immediate, positive, impact in profitability. With GreenWave, businesses experience reduced overhead, increased capacity, elimination of payment discrepancies from carriers, and increased loyalty from the producer channel.

GIMS

GIMS

by Tritech Financial Systems

(0 reviews)

Client-based system supporting all lines of business and multiple companies, branches, states and languages.

SIRCON

SIRCON

by Innovative IT Solutions

(0 reviews)

Allows insurance companies to conduct business with state insurance regulatory departments.

Sircon

Sircon

by Sircon

(0 reviews)

Sircon serves the unique needs of the insurance industry by connecting insurance carriers, agencies and brokers, agents, education providers and state regulators through our comprehensive online network. This network allows companies to manage compliance and producer information, and helps agents get licensed faster.

INGENIUM

INGENIUM

by Hewlett Packard Enterprise

(0 reviews)

A fully integrated insurance processing solution that provides comprehensive client-focused support.

EZLynx

EZLynx

by EZLynx

(10 reviews)

EZLynx provides a single platform solution to help independent insurance agents keep their competitive advantage. The cloud-based Management system, real-time rating engine, and agency website provide a seamless foundation to maximize your agency's potential. Increase your ability to retain current customers while acquiring new business for both personal and commercial lines of business.

INSIS

INSIS

by Fadata

(1 review)

Information system for all fields of insurance; policy administration and claims settlement.

IIBS

IIBS

by Asian Business Solutions

(0 reviews)

Integrated Insurance Brokerage System (IIBS) that delivers insurance coverage, renewal, collections, remittance, claims processing, and online financial reports.

FormFire

FormFire

by FormFire

(0 reviews)

Our practical, broker-centric Quote, Sell, Enroll technology creates a streamlined digital pipeline for your agency. FormFire-enabled brokers benefit from increased productivity and efficiency, the ability to maximize selling opportunities and real-time market feedback from over one million group employees on what products and funding strategies are winning the day.

Agency Matrix

Agency Matrix

by Agency Matrix

(9 reviews)

Insurance agency management software that allows you to manage your book of business, your staff and your office from anywhere.

Broksy

Broksy

by Bitwize

(0 reviews)

Cloud based solution made solely for insurance brokers to manage your clients, leads, and policies.

Transactor

Transactor

by Transactor Global Solutions

(0 reviews)

Transactor Global Solutions provides a range of insurance software solutions for brokers, insurers and MGAs. From front end web solutions to back office administration, Transactor offers a suite of software products to cover every facet of the insurance policy lifecycle. Since inception the company has enjoyed an impressive growth rate and now employs over 200 staff operating from 4 offices worldwide. Transactor software is trusted by a wide range of organisations, from SME to Enterprise.

Veruna

Veruna

by Veruna

(0 reviews)

Veruna is the result of years of frustration with good enough insurance industry technology. With both its new agency management solution built on the Salesforce platform and its leading consultancy services, Veruna is challenging independent insurance agents to walk away from the status quo and embrace change. Veruna is committed to enabling independent agencies to grow their business by changing the way they do business. Learn more at www.veruna.com.

AgencyZoom

AgencyZoom

by AgencyZoom

(6 reviews)

Every day thousands of agencies use AgencyZoom to turbocharge their business. Designed for agency owners, by agency owners, AgencyZoom is like rocket fuel for P&C agencies. AgencyZoom is built to ignite growth by increasing sales and retention, automating routine tasks, efficiently onboarding new business, motivating producers and increasing Life and Health production. What will a little rocket fuel do for your agency? Try AgencyZoom free for 30 days and find out!

QQCatalyst

QQCatalyst

by QQ Solutions

(4 reviews)

QQ Catalyst is a revolutionary new cloud-based insurance agency management system. Catalysts innovative user interface offers capabilities and design features unlike anything insurance agencies have ever seen before. With no set-up fee's, no monthly contract and a 30 day money back guarantee, we make it easy to do business with QQSolutions. Come and see why over 23,000 agents and over 5,000 agencies rely on our technology everyday to manage their business.

Profida

Profida

by Computer Science Software

(0 reviews)

Profida is aimed at all industries of the financial services and insurance sector. It caters for different requirements of any type or size of financial services firms with the Underwriting, Administrator, Professional, and Web Edition. For you as a broker or adviser this means specialised functionality and support to achieve high-sophisticated practice management and high-level client service. Profida is used in both the life and non-life sector.

SIBRO

SIBRO

by ITmarkerz

(3 reviews)

System Solution for Insurance Brokers -SIBRO SIBRO is a software which is highly user friendly and useful for the targeted group of insurance brokers in the Industry. SIBRO is extremely useful software for insurance broking agents facing the system and process issues. Compatible with tablet, mobile , ipad , desktop overall a responsive design. Partners acceptance had been given to SIBRO had been excellent as it contains reports which are automated and real tim

Insly

Insly

by Insly

(14 reviews)

Insly is the best insurance intermediary software solution on the market created by collection of the best and brightest insurance software developers. Our goal at Insly is to support insurance intermediaries - agents and brokers all over the world. Saving time and making more money on insurance, that's what Insly solutions are all about. We have over a decade of experience making insurance easy to use and understand, from providers to end-users.

Insurance Noodle

Insurance Noodle

by Insurance Noodle

(2 reviews)

Insurance agency management solution with features such as recording conversations with prospects and tracking revenue streams.

Brokerage Builder

Brokerage Builder

by Zywave

(4 reviews)

An insurance agency management solution with business intelligence to organize your data, streamline daily processes, & drive growth.

INSXCloud

INSXCloud

by My1HR

(1 review)

The INSXCloud Broker Platform enables brokers to quote, directly enroll and track applications on the Federally Facilitated Marketplace plus much more. Quickly generate quotes, create PDFs of plan comparisons, enroll your customers in plans, and invite customers to enroll themselves all through an easy to use cloud-based web portal.

Amsoft

Amsoft

by Hoffman Computer Systems

(0 reviews)

Amsoft is a complete Agency Management Software package featuring policy tracking, full client accounting, commission tracking, coverage screens, integrated word processing, suspensing, e-mailing, over 150 management reports and more. Available optional modules include General Ledger, Payroll and Multi-user. Our ACORD Package and Scanning (Paperless Office) can be added or purchased alone. Our software is $1499 plus options. Discounts and Payment Plans available.

InsurancePro

InsurancePro

by Insurance Technologies

(0 reviews)

InsurancePro, ITC's complete agency management system, can handle everything involved in running an insurance agency, including tracking commissions, updating policy data automatically and reconciling payment transactions. InsurancePro will decrease your workload and increase your efficiency thus allowing you to focus on growing your agency.

Imprezzio

Imprezzio

by Imprezzio

(0 reviews)

Imprezzio is an insurance marketing automation suite that includes lead management, sales management & reporting analysis

Applied Epic

Applied Epic

by Applied Systems

(12 reviews)

Applied Epic is the industrys most technologically advanced, flexible and secure cloud-based agency management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.

Rocket Referrals

Rocket Referrals

by Rocket Referrals

(30 reviews)

We work with insurance agencies to automate referrals, retention, and online reviews. Find & leverage your most loyal promoters by inspiring them to refer you to their friends and family. Keep clients engaged with meaningful communication so they're less sensitive of price and more appreciative of you. Grow online reputation and drive warm prospects to your door by collecting and sharing positive testimonials and reviews.

The Administrator

The Administrator

by LIDP Consulting Services

(0 reviews)

Comprehensive, client-oriented, online, real-time administration system.

ACAExpress

ACAExpress

by ACAExpress

(52 reviews)

Enroll Your Clients for ACA Plans in 5 Minutes or Less! ACAExpress.com provides insurance agents the power to stay ahead in an ever-changing industry. Our revolutionary ACA enrollment platform provides agents the tools they need to increase productivity in a simple, quick, and efficient platform. We put the power of health insurance enrollment back into the hands of agents by providing an ACA enrollment solution that is simple for agents to use.

FirstGen

FirstGen

by NTT DATA FA Insurance Systems

(0 reviews)

Built on Java JEE technology, FirstGen is a multi-line, web-based complete core solution for General Insurance (P&C) insurers, which covers the full value chain of insurance operations. FirstGen is a future-ready application, providing superior user experience, adaptive screens for mobile device access, and broad configuration capabilities in areas of Customization and Product definitions.FirstGen enables Insurers with: 360 degree customer view and omnichannel capabilities.

BriteCore

BriteCore

by Intuitive Web Solutions

(0 reviews)

BriteCore was built from the ground up using the latest modern technology. Deployed using the Amazon Web Services cloud, our enterprise-level software is continually updated to guarantee maximum security, efficiency, and durability at scale. Over 40 insurance carriers, MGAs, and start-ups rely on BriteCore to increase speed to market, improve competitive position, and support growth.

A1 Tracker

A1 Tracker

by A1 Enterprise

(28 reviews)

Contract management software web-based with features for document management, approval workflow, log history, document templates, email notifications, contact notes, date and time stamps, customizable reporting, and document version control. Fully hosted or self-hosted options available with private labeling and integration to your web site. International companies have options for multiple currencies and multiple languages.

Eclipse

Eclipse

by North American Software Associates

(1 review)

Advanced, multi-line management system that is complete, comprehensive, fully integrated, easy-to-learn and practical.

Policy Pro

Policy Pro

by RMT Technology

(0 reviews)

Insurance broker management system, CRM & financials.

Snappii Mobile Apps

Snappii Mobile Apps

by Snappii Apps

(25 reviews)

Snappii offers mobile apps for Construction Industry that increase company`s efficiency, optimize the workflow, reduce costs and lower deployment risks. Native iOS and Android apps and forms allow construction professionals to operate any amount of data, collect information, upload their own PDFs, re-use, share them and integrate with existing systems. Choose from 400+ ready-made app templates or we can create the app for you.

mPACS

mPACS

by Mandon Software

(5 reviews)

Over 15 years providing a complete solution for managing your database of quotations, policies and claims. Includes rating, documentation, workflow, diary and auditing. On-premises or in the cloud solutions available

Agency Systems

Agency Systems

by Agency Systems

(4 reviews)

Comprehensive P&C Agency Management System. Full insurance accounting, commercial submission system, integrated with Outlook mail and calendar. Simple to learn and use. Comprehensive conversions from other systems and very thorough training and after the sale follow up.

InsPal

InsPal

by InsPal

(1 review)

Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.

Cloudia Assistant

Cloudia Assistant

by Cloudia Assistant

(1 review)

CRM with lead tracking, quote engine and commission calculation included. Integrated dialer.

Applied Rater

Applied Rater

by Applied Systems

(22 reviews)

Applied Rater automatically fills information into carriers' websites, eliminating redundant typing and saving agents up to 85% of their quoting time. Over 10,000 agents in 46 states use Applied Rater every day to quote auto and homeowners insurance, create proposals and bind policies. Applied Rater was formally SEMCAT Quoting Software.

Partner XE

Partner XE

by SIS

(3 reviews)

Increases your agents productivity while increasing customer experience.

Agent Intelligence

Agent Intelligence

by Online Database Solutions

(2 reviews)

Agent Intelligence is a cloud based insurance CRM and complete policy administration solution. Agent Intelligence is available for indpendent brokers and Agencies. Agent Intelligence offers full reporting including customized reporting, commission tracking, fully integrated Calander, policy tracking, document storage and client tracking.

Vertafore Agency Platform

Vertafore Agency Platform

by Vertafore

(2 reviews)

Vertafore Agency Platform goes beyond traditional insurance agency management systems. From customer and policy management, to agency licensing, reference materials, and real-time rating, only Vertafore offers this comprehensive platform designed to make the modern agency more profitable today and into the future.

AccuAgency

AccuAgency

by Assurance Systems

(2 reviews)

A complete web-based system that integrates agency management and document storage all in one easy-to-use program.

Impact

Impact

by RiskFree

(0 reviews)

Web-based risk insurance and back office software for the insurance sector.

RedHead Mobile Apps

RedHead Mobile Apps

by RedHead Mobile Apps

(1 review)

Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes.

OPUS

OPUS

by OMNIX Software Solutions

(0 reviews)

Internet-based insurance agent administration system for policy underwriting.

eVo

eVo

by Evolution Agency Management

(0 reviews)

Our Goal is to bring a state of the art agency management system within reach of all agencies in the US. Diary system/ToDo List, Notes, History, Policy Download, Direct Bill Commission download, Rating Integration, Full Accounting, Policy Details, Multi-office capability, Hosting, Real Time Interface, Contact Management, Document Management, Word Processing/Mail Merge.

Agency Anywhere

Agency Anywhere

by Choices Software

(1 review)

Affordable online Agency Management system at $250 per user per year. Includes all latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc.

EbixASP

EbixASP

by Ebix

(1 review)

Web-based model management system with accounting capabilities for agencies and brokerage houses.

Insureqlik

Insureqlik

by Insureqlik

(0 reviews)

InsureQlik is the best insurance intermediary software solution on the market created by collection of the best and brightest insurance software developers. GIVE YOUR CLIENTS SELF-SERVICE ACCESS TO YOUR AGENCY FROM A COMPUTER, TABLET OR SMARTPHONE. Our goal at InsureQlik is to support insurance intermediaries - agents and brokers all over the world.

HawkSoft CMS

HawkSoft CMS

by HawkSoft

(12 reviews)

Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows without sacrificing a delightful experience for staff and policyholders. Created by independent agents, the people of HawkSoft take pride in being independently-owned and answerable to agencies that use the system to power their insurance business. HawkSoft continues to evolve into a cutting-edge system that powers thousands of agencies writing personal and commercial risk.

ISI Enterprise

ISI Enterprise

by Insurance Systems

(11 reviews)

A comprehensive solution to run your P&C insurance company, ISI Enterprise is a premier policy administration suite for property and casualty insurers. Combining leading-edge browser-based technology with functionality not found in any other solution, ISI Enterprise includes policy administration, product development, claims, billing, accounting, reinsurance, CRM, agent/broker portal and supporting sub-systems including knowledge/document management, scanning and mail merge.

Aspire

Aspire

by Impowersoft

(3 reviews)

Online, innovative CRM-based agency management system utilizing modern technologies and methods to increase productivity. Unique features include: SMS/text messaging to your clients; mobile device access from your phone or PDA; Outlook interface; syncs with a variety of comparative raters; agent website interface; AspireCHAT - built in chat feature; automated marketing via email and text messaging; Facebook, Twitter & LinkedIn - integrated within the software.

Nexsure Agency Management

Nexsure Agency Management

by XDimensional Technologies

(2 reviews)

Nexsure is a powerful cloud platform for running, growing, and managing your agency. Its core system meets the needs of most independent insurance agencies. Its options provide for expanded agency solutions.

InsuranceDrip

InsuranceDrip

by Xeddi

(1 review)

InsuranceDrip does it all for you! Content specific to what you sell is sourced and created for you and automatically posted to all your social media, including Facebook, Twitter, Google+ and LinkedIn! Our rich and attractive content creates a Call to Action rather than ineffective solicitations. InsuranceDrip even creates and sends out your monthly email newsletter automatically, which creates more lead opportunities, better client retention, referrals and second-sales opportunities!

The Agency Advantage

The Agency Advantage

by Advantage Information Systems

(1 review)

Powerful, easy to use, agency management software with all of the features and tools agents want and expect.

Automated Group Benefits

Automated Group Benefits

by AGB Business Services

(0 reviews)

Automated Group Benefits is a business automation system developed specifically for General Agents in the employee benefits industry. AGB allows general agents, brokers and carriers to increase the productivity of their businesses by incorporating seamless integrated state-of-the-art customer relationship management functions with quoting, rating, policies and commissions processing.

Bonus 2000

Bonus 2000

by Vanguard Business Systems

(0 reviews)

A commissions tracking program for the insurance industry, keep track of all of your sales and applications.

TIS

TIS

by Comtec Global

(0 reviews)

SOA end-to-end comprehensive web-based modular system. Rules-based, table-driven architecture is scalable and easy to customize.

Agency Impact

Agency Impact

by Agency Impact

(0 reviews)

Affordable web-based insurance agency management system designed for personal and commercial lines of business. Product information available online at agencyimpact.com

InsuredHQ

InsuredHQ

by InsuredHQ

(0 reviews)

InsuredHQ's complete sales and policy management system with general ledger integration allows the management of insurance business by any insurance company, broker or agent

IMS I

IMS I

by Xanatek

(8 reviews)

Agency management Software including ACORD, Carrier Download, Real-Time, Commission Downloads, Document Imaging (Scanning), Scheduling, Email with Outlook, Prospecting, Call Center, Web Forms, and more!

Agency Access Pro

Agency Access Pro

by Agency Access Pro

(1 review)

Agency Management System software for your insurance agency that works! Provides powerful and effective features and solutions, all at a very affordable price. Easy and quick client access, ACORD forms, complete customer and policy detail, customizable letters, detailed reporting, while also allowing you to be totally paperless.

ABS

ABS

by Agency Business Systems

(1 review)

Features a calendar, reminders for employees, task lists, reports, logs, and more.

My Insurance Center

My Insurance Center

by Cover-All Technologies

(0 reviews)

Cover-All Technologies Inc. has been enabling Brokers, Agents and Carriers to achieve significant cost reductions, shortened cycle times for new products, streamlined distribution, and other business benefits through the use of its revolutionary software platform My Insurance Center (MIC). The MIC platform is a comprehensive, flexible solution that is fast, easy to use and designed specifically for the property and casualty insurance industry.

ClearAgent

ClearAgent

by Datum Solution

(0 reviews)

Complete insurance agency management with billing, endorsements, renewals, claims, payables, receivables, general ledger and more.

LTS Pro

LTS Pro

by Business Assistant

(0 reviews)

Management, marketing and tracking software designed to assist independent agents and agencies track and run their agency efficiently. Track commissions. Pre-written letters to use to stay in touch with your clients. COBRA Letter included.

RightCalc

RightCalc

by Kaleida

(0 reviews)

Cloud-hosted software for real-time underwriting, rating and price distribution across multiple sales channels.

eBenefits Resource

eBenefits Resource

by Benetech

(0 reviews)

Benetechs Self-service or HR-managed online enrollment portal gives users an apples-to-apples comparison of their benefits choices.

SEI CRM

SEI CRM

by Everlabs

(0 reviews)

The accounting system for insurance agents and brokers - contracts, payment, deals, clients accounting; - event reminder; - user managment and access control; - management in scope of insurance types, insurers, sales channels; - secure data storage and transaction; - extensive reporting system; - PC, mobile, tablet adapted;

Ozone Insuria

Ozone Insuria

by Ozone United

(6 reviews)

Ozone Insuria- easy to use Insurance Brokers Management Software designed and developed at par with business specific demands of the insurance brokers/ agents. nsuria, Insurance Management System provides a powerful software tool for small, medium and large insurance broker houses, administrators to underwriting Managers. It is a fully automated system which keeps a uniform track of insurance brokerage transactions, accurate reports, Finance management, Human Resource management etc.

AgencyIntel

AgencyIntel

by Intruity

(4 reviews)

AgencyIntel was created by agency owners for agency owners. Our unique product is designed to manage all aspects of your business. Our system offers the ability to track policies, manage commissions, agents and documents with easy to use reports and custom analysis is of paramount importance to every well structured business. One of the most important features with AgencyIntel is personal customizations. Give us your ideas and let us make them a reality.

Gen4 Agency Management

Gen4 Agency Management

by Gen4 Systems

(3 reviews)

An all-in-one agency software solution. Whether you just need to track your clients, policies, key contacts, and commissions, or you need to automate processes and offer cutting-edge solutions to your groups.

Insuraccess

Insuraccess

by WEBCBG

(2 reviews)

This modern management and reporting too is used for global consolidation of international insurance programs. Policies are stored in a central location, accessible via desktop, tablet, or smartphone. Brokers can provide access to clients with custom permissions.

AdminSeg

AdminSeg

by ArWebs.Net

(2 reviews)

Online Administration Software, ideal for Insurance Brokers, Agencies or any Insurance Professional.

Agency AutomationTEAM

Agency AutomationTEAM

by Agency AutomationTEAM

(1 review)

Very easy to implement and learn, this software improves workflow and automates all necessary tasks.

Third Eye

Third Eye

by Third Eye Solutions

(1 review)

Third Eye Solutions is a software company that specializes in lending and loan servicing applications for the financial services industry, helping companies ensure compliance to regulations and mitigate financial/legal risk. Third Eye strives to enhance the end user experience by minimizing the time to market, carrying out analytics, and optimizing workflow automation. The company offers a suite of innovative solutions for commercial and personal lending including factoring and cash advances

AgencyForce

AgencyForce

by AgencyForce

(1 review)

User Friendly CRM made specifically for the Independent Insurance Broker

Insurital

Insurital

by Insurital

(1 review)

Generates risk specific Applications, creates customer Proposals, Insurance Confirmations, Policy Declaration pages, Statement of Value, Certificates of insurance, Claim Reports etc.

QUILT

QUILT

by InsuranceIsland.com

(0 reviews)

Internet-based Agency Management System. Allows agents to quote, rate and issue policies online.

Odyssey Management System

Odyssey Management System

by Insurance Technology Consultants

(0 reviews)

Provides policy maintenance, premium accounting, general ledger reporting, premium statistical, and more.

Relay 360

Relay 360

by Relay Software

(0 reviews)

Relay has been developing intermediary software solutions for the insurance industry since the company was established in 1995. Relay 360 is the product choice for Ireland's general insurance brokers trading all personal and commercial lines. It has the most comprehensive back office administration system with a full suite of tools to manage a successful insurance business. We offer an extensive range of solutions to trade personal lines including Full Cycle Motor, Home and Commercial Vehicle.

TIA

TIA

by TIA Technology

(0 reviews)

Comprehensive, fully flexible, insurance application for insurers and brokers; continuous upgrade and maintenance.

Special Agent

Special Agent

by Special Agent

(0 reviews)

Insurance agency management software; client services, ACORD forms, accounting, reports, and more.

ARS Manager

ARS Manager

by Agency Rating Systems

(0 reviews)

An agency managemensystem designed for agencies writing direct bill auto and collecting payments in their office.

InsurancePlus Software Series

InsurancePlus Software Series

by United Systems and Software

(0 reviews)

United Systems and Software, Inc. ("USSI") offers a full line of integrated professional insurance administration systems tailored to meet your specific industries requirements and niche demands. Our software offerings cover a wide variety of industries and lines of business. Since 1979, USSI has been a pioneer in leading edge Insurance Administration Software Systems and Professional Services.

FINEOS 4.0

FINEOS 4.0

by FINEOS

(0 reviews)

Suite of front office solutions for the property & casualty market.

SimpleInsure

SimpleInsure

by SimpleSolve

(0 reviews)

From managing policy information to establishing unique business rules, this suite is designed to be user-friendly.

pasCarrier

pasCarrier

by Policy Administration Solutions

(0 reviews)

Full policy, claims, and accounting solution for carriers.

The Tricast Suite

The Tricast Suite

by Tricast

(0 reviews)

Enables a full coverage of business intelligence needs of an insurance company.

ForeSight

ForeSight

by Insurance Technologies

(0 reviews)

Insurance Technologies provides innovative sales automation solutions to the insurance and financial services industries. ForeSight is a mobile point-of-sale illustration platform that supports all aspects of the insurance sales process for multiple lines of business across diverse distribution channels with customized user experience and content branding options.

AgentMethods Website Builder

AgentMethods Website Builder

by AgentMethods

(0 reviews)

We make it easy for insurance agents to launch and manage a quality website. We provide you with proven designs to content to hosting.

SohamLife

SohamLife

by Dream Tekis Software

(0 reviews)

sohamLife is a fully browser based Life Insurance Management System. It is highly integrated, user-friendly, end-to-end business process system. sohamLife covers the complete lifecycle of the life insurance business including Agent Management, New Business Mgmt, Underwriting, Policy Administration, Claims Management & Reinsurance management. It has integrated Accounting system with extensive data analysis reports.

Arkus POS

Arkus POS

by Arkus Software Solutions

(0 reviews)

Web-enables insurance carriers' most vital processes, like: policy admin, real time rating, underwriting and more.

All Lines Policy Processing System

All Lines Policy Processing System

by AGO Insurance Software

(0 reviews)

A full software suite for every P&C line of business, including workers' compensation, claims tracking, and A/R billing. You can enter, quote, store and retrieve applications, as well as process all transactions for new, renewal inforce and expired policies.

Astonish

Astonish

by Astonish Results

(0 reviews)

This software is designed to assist with web marketing. 85 percent of insurance purchases are online, so marketing online helps.

Cratchit LTX

Cratchit LTX

by Systeme Software

(0 reviews)

This web-based software asks for the state the customer is in, so he only has to fill out the necessary information for that state.

AgencyOffice

AgencyOffice

by Norvax

(0 reviews)

Our agency management software imports and distributes leads automatically, creates reports, sends alerts, creates quotes, and more.

Solartis Platform

Solartis Platform

by Solartis

(0 reviews)

A web based online quoting and straight through policy processing system for P&C and Life/Health insurance companies.

TL LeadManager

TL LeadManager

by Senior Direct

(0 reviews)

Web-based contact management software with sales reporting, leads analysis and monitoring for life and health insurance industry.

Securum Insurance Software

Securum Insurance Software

by eGoVisa Services

(0 reviews)

Securum is a unique out-of the box and highly customizable cloud based solution for SME insurance companies. Securum helps insurance intermediaries providers, agents and brokers all over the world save time, increase productivity and increase revenues while reducing travel insurance fraud. Securum is easy to use and understand, and integrates your workflow with a dynamic content management system that delivers a true online travel insurance shopping experience.

AGEman Office

AGEman Office

by AGEman Solutions

(0 reviews)

Life insurance agency back office system for new business, inforce, commission and agent compliance. Meets ACORD and CITS standards.

F2F Video Insurance Solution

F2F Video Insurance Solution

by Rank Consultancy

(0 reviews)

Video Customer Acquisition Processes Video Insurance Renewals Live Exchange Claim Settlement / Documents/ Pictures / Videos

BROKERCORE

BROKERCORE

by Brokercore

(0 reviews)

Insurance companies have been slow to adopt and take advantage of mobile devices primarily due to the lack of capability and outdated UI of existing legacy BMS systems. Brokercore is a web based insurance broker management solution that works with any Smart phone and tablet connected to the internet. Full integration with Microsoft Outlook. Auto generated tasks and workflows to effectively manage your time and client needs. Access your client and policy information anytime and anywhere.

COREFIN Broker Solution

COREFIN Broker Solution

by Corefin

(0 reviews)

A web-based software solution for brokers for an end-to-end management of all processes in a modern and efficient way for best results.

ESKA Insures

ESKA Insures

by ESKADENIA Software

(0 reviews)

ESKA Insures is a comprehensive suite that consists of different software products tailored to meet the largest set of business requirements for the insurance industry.

MGA Management System

MGA Management System

by Insuraxe Solutions

(0 reviews)

Custom built cloud-based Insurance rating, submissions, issuance, Premium Billing and Brokers Management system.

InsPro Enterprise Platform

InsPro Enterprise Platform

by InsPro Technologies

(0 reviews)

Web-based enterprise insurance administration system designed for both the group and individual insurance verticals.

Employee Navigator

Employee Navigator

by Employee Navigator

(23 reviews)

Employee Navigator is benefits HR and compliance software for brokers and their clients. With Employee Navigator brokers can now offer their clients a sing solution to manage everything from benefits administration to onboarding and PTO & vacation tracking. Best of all, because the system is self-service we were able to lower the costs of the technology by over 90%, putting first class technology in the hands of every broker and employer in the United States.

tigerlab INSURANCE Business Suite

tigerlab INSURANCE Business Suite

by tigerlab

(4 reviews)

Our All-In-One webbased Insurance Software for forward-looking Insurances, MGAs or brokers follows the latest insurance trends. Our Business Suite includes an online Quote/Sales System (B2C/B2B2C), Customer Self-Service Portal, (mobile) Claim Module and a comprehensive Back Office to manage your Customers, Policies, Claims, MTAs & more. All Suite Modules can be requested individually. It's a White Label Solution to "Plug & Play" your Business and allows you to start without any upfront costs.

eHealthApp

eHealthApp

by eHealthApp

(3 reviews)

Provides brokers efficiency of quoting and enrollment. Personal health questionnaires & custom benefit plan elections for group health.

C2MS Insurance ERP Software

C2MS Insurance ERP Software

by Buckhill

(1 review)

C2MS is an innovative Insurance ERP, providing sales pipeline, claims and policy administration. Designed for Commercial and Personal Lines Insurance. C2MS is designed to make it easier and more profitable for organisations to do business via the Internet and to add value to traditional Insurance channels. C2MS can be deployed both On-Premise or within the Cloud.

Polygonal

Polygonal

by City Computers

(0 reviews)

Insurance software system with underwriting, claims, accounting and reporting functions.

IDP::Billing

IDP::Billing

by IDP

(0 reviews)

Best-of-breed billing solution, built flexibly with browser-based access for employees at all levels of the company, agents, and insureds. IDP::Billing is part of the IDP::Software Suite, which also includes Claims, Policy, and Reinsurance modules.

EZ-Audit

EZ-Audit

by InsuraTek

(0 reviews)

Premium audit application; presents all the screens necessary to capture audit data in a linear fashion.

Insurance Management System

Insurance Management System

by Concord Information Systems

(0 reviews)

Manages submissions and quotes, policies and premiums, claims, losses payable and premiums receivable.

Insurance Policy Administration

Insurance Policy Administration

by Radix

(0 reviews)

Plan Management Policy Generation Renewals Discounts Management User Management Document Management Payment history and management Various Business Report Broker and Agent Management

Sales Tracking

Sales Tracking

by Smadi Softwares

(0 reviews)

Insurance agency internal management system and sales tracking.

Insurance solutions

Insurance solutions

by Quotepro

(0 reviews)

A suite of solutions that manages finance, compares rates, and produces accurate quotes quickly.

Insurance Program

Insurance Program

by Insurance Software Services

(0 reviews)

We build a custom software to fit your exact needs. Gives you regular status updates to help you manage your business better.

Bridge Policy Administration

Bridge Policy Administration

by Oceanwide

(0 reviews)

Solution used to execute a number of core policy processes including rating, quoting, binding, issuing, endorsements, and renewals.

Broker Business Management System

Broker Business Management System

by Empirical Efficiency

(0 reviews)

The Broker Business Management System is a cloud platform that allows an insurance broker to securely operate his business from anywhere and with any device. This system has a unique interface that is user friendly , is flexible and powerful. Use the BBMS to manage submissions, renewals, tasks, clients, billing, correspondence, reporting and so much more. There is no billing information required upon registration and every agency gets a free 45 day trial period.

OWLS

OWLS

by OWLS

(0 reviews)

OWLS insurance will administer a policy from inception to claims payout and/or policy termination. This includes all ancilliary features such as: reporting, payments, debits, bank recons, uploading of documents, the sending of claims pre-completed forms, the calculation of reserves etc. OWLSs simple and intuitive web-based interface is designed to help the user. All tasks are accomplished with only 2 buttons.

VUE Distribution Compensation

VUE Distribution Compensation

by VUE Software

(0 reviews)

VUE Distribution Compensation is a A powerful and flexible solution that makes it easy for Life & Annuity, P&C, and Health insurers to administer complex commission and incentive programs. These programs may include grading of compensation, gamification, non-monetary compensation, and contingent commissions.

QwikSubmit

QwikSubmit

by GST Software

(0 reviews)

QwikSubmit is a web-based Insurance Applications Management Platform meant to simplify and streamline Insurance Application Submission process for both Independent Insurance Agents and General Agencies.

Msg Life

Msg Life

by Msg Life

(0 reviews)

Msg Life provides digitalization, big data analytics, in-force management, and regulatory compliance to insurance companies

Fiserv Insurance Administration

Fiserv Insurance Administration

by Fiserv

(0 reviews)

Insurance management solution for administering policies, claims, and reinsurance used by more than 3,000 companies.

Xemplar Auto

Xemplar Auto

by Prime Technology Group

(0 reviews)

An auto insurance solution that improves customer experience and risk management for drivers.

Macaw

Macaw

by Nest Innovative Solutions

(0 reviews)

Open source insurance agency platform for features for sales, services, customers, campaigns, claims, and more.

Insurance Agent Management System

Insurance Agent Management System

by Mobinsure Software

(0 reviews)

Management system for insurance agencies that integrates reports, sales, customer relations, and payment all into one.

VIO - Virtual Insurance Office

VIO - Virtual Insurance Office

by Vio

(0 reviews)

Insurance broker automation system on Salesforce Cloud that makes customer engagement, lead generation, and marketing easy.

Kespry

Kespry

by Kespry

(0 reviews)

Empowering construction engineering companies to plan, bid, and manage earthwork projects using aerial intelligence.

NextAgency

NextAgency

by Take44

(0 reviews)

NextAgency saves you time, money and clients with software that helps your team work smarter while reminding clients of your value every day. How? We deliver a modern agency management system with powerful CRM tools to you and enable you to give straightforward employee management software to your clients-for free. Supports individual and group health, life and senior products along with P&C and other coverage. Includes commission tracking, an agency library and much more.

Prime Insurance Suite

Prime Insurance Suite

by Prime Technology

(0 reviews)

Property and casualty software designed for insurance carriers with an automated system built in.