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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!
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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!
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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
- 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
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Founded in 2013, TechCanary is an InsurTech company offering the #1 insurance solution available on Salesforce. The companys mission is to provide the insurance industry new and innovative alternatives to legacy brokerage management systems and generic CRM and call center solutions. The platform is a configurable, cloud-based insurance solution for agencies, brokerages, carriers, MGAs, MGUs and wholesalers who want to gain a competitive advantage by supporting their insurance business.
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AgentCubed provides the single solution for insurance agencies and health plans. 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.
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LOVED by insurance agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and sell more policies. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card.
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Por Sentry IMS
We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable. Sentry adapts to the needs of each individual insurance agency. Whether you are dedicated to selling only one type of insurance or several, our platform will fit your needs. Sentry will become your best tool. Our goal is to make work easier and offer cutting edge technology.
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Por Agency Master Insurance Software
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
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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!
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Por Jenesis Software
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.
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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.
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Por VRC Insurance Systems
Velocity offers an all-in-one P&C insurance solution for MGAs, Program Administrators, Wholesalers, Carriers and Large Retailers. Key features include policy issuance & administration, claims administration, built-in rating, self-service portals (agent & insured), billing & premium accounting, document management, reporting, ACORDs/custom apps, API Library, integration options, self-configuration training and more.
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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.
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Por InsureCert Systems
Ultra-advanced API enabled e-commerce rating engine for insurance. Build configurable multi-line quotes, accept credit cards, crypto-payments, generate certificates and much more. Adaptable and intelligent, InsureCert can take your InsureTech ideas and turn them into reality. Call us at 1-800-557-3347
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Por Market Focus
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.
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Contact Center Software built for lead generation, accelerating sales, and coordinating large-scale marketing campaigns. Ideal for businesses with 10 or more agents. Automatically flag and change phone numbers that get marked as spam, access to the premium short code (ex: 411-411 and 911-911), 800, and local phone numbers with every area code. Highlighted features: Outbound Calling, Ringless Voicemail, Call Tracking, Lead Distribution, Voice Broadcasting, Custom IVR, and ask about our API.
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Por PAULMAR Software
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.
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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!
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Por Surefyre Systems
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.
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A system that permits the service and administration of sales completely personalized through the telephone.
Por 3i Infotech
Integrated insurance management solution that supports all functions of an insurance company on an integrated platform.
Por SPI Software Solutions
Commission management software for the insurance industry.
Por Tritech Financial Systems
Client-based system supporting all lines of business and multiple companies, branches, states and languages.
Sircon serves the insurance industry by linking stakeholders via electronic communication and streamlined processes.
Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
Information system for all fields of insurance; policy administration and claims settlement.
Por Asian Business Solutions
Insurance brokerage system that delivers insurance coverage, collections, remittance, claims processing, and online financial reports.
A practical broker-centric technology that creates a streamlined digital pipeline for your agency.
Por Agency Matrix
Insurance agency management software that allows you to manage your book of business, your staff and your office from anywhere.
Cloud based solution made solely for insurance brokers to manage your clients, leads, and policies.
Veruna's agency management solution is challenging independent insurance agents to walk away from the status quo and embrace change.
Por QQ Solutions
Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.
Por Computer Science Software
Practice management solution aimed at insurance brokers (life, health and short term) and asset managers.
User friendly software for insurance brokers,insurance agents and insurance broking company.
We make insurance broker & agent software easy to understand, manage and buy
Por Insurance Noodle
Insureon Solutions is a market access provider for insurance agents.
An insurance agency management solution with business intelligence to organize your data, streamline daily processes, & drive growth.
INSXCloud allows brokers & agents to enroll customers on the FFM on the applicant's behalf, or invite them to complete the application.
Por Hoffman Computer Systems
Agency Management Software with policy tracking, full client accounting, commission tracking, coverage screens, etc.
Por Insurance Technologies
Agency management system designed for independent insurance agencies and brokers.
Imprezzio is an insurance marketing automation suite that includes lead management, sales management & reporting analysis
Por Applied Systems
The most widely used cloud-based agency management system in the world.
Por Rocket Referrals
We automate referrals, retention, & reviews for insurance agencies with intelligent touch-points & the best handwriting tech available.
Por LIDP Consulting Services
Comprehensive, client-oriented, online, real-time administration system.
Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
Por NTT DATA FA Insurance Systems
Core General Insurance Policy Administrative System
Por Intuitive Web Solutions
All-in-one policy administration and insurance processing system designed for P&C carrier, MGA, and InsureTech companies.
Por A1 Enterprise
Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.
Por North American Software Associates
Advanced, multi-line management system that is complete, comprehensive, fully integrated, easy-to-learn and practical.
Por RMT Technology
Insurance broker management system, CRM & financials.
Por Snappii Apps
Snappii offers 400+ live business apps in 30 industries for every business. Get the mobile app for your business in days, not months.
Por Mandon Software
Provides a complete solution for managing your insurance agency
Por Agency Systems
Complete Insurance agency management system. All download capabilities, ACORDS, submissions and integrates with most rating software.
Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.
Por Cloudia Assistant
CRM with lead tracking, quote engine and commission calculation included. Integrated dialer.
Por Applied Systems
Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time.
Increases your agents productivity while increasing customer experience.
Por Online Database Solutions
Internet-based administration solution for the life insurance industry.
Vertafore Agency Platform
Enabling modern agencies to retain customers, maximize profitability, and successfully manage all lines
Por Assurance Systems
A complete web-based system that integrates agency management and document storage all in one easy-to-use program.
Web-based risk insurance and back office software for the insurance sector.
Por RedHead Mobile Apps
Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes.
Por OMNIX Software Solutions
Internet-based insurance agent administration system for policy underwriting.
Por Evolution Agency Management
Combining old and new trends, this software includes features like document management, T-filing, General Ledger, and a calendar.
Por Choices Software
Latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc. $250/yr per user
Web-based model management system with accounting capabilities for agencies and brokerage houses.
Insurance software platform that includes components for policy, rating and underwriting, billing, claims, print, CRM, and more.
Recommended by 97% of agencies. The only agency management system that makes running your business more effective and enjoyable.
Por Insurance Systems
Integrated software solution that handles policy administration, claims, billing, accounting & reinsurance for P&C insurance companies.
Web-based innovative CRM-based agency management system with built in marketing, text messaging, mobile application and more.
Por XDimensional Technologies
Nexsure is an innovative and comprehensive agency management platform for running, growing, and managing your insurance operations.
Turn-key, fully automated digital and social media marketing system for life insurance agencies.
Por Advantage Information Systems
Powerful, easy to use, agency management software with all of the features and tools agents want and expect.
Por AGB Business Services
General agent management software for the employee benefits business.
Por Vanguard Business Systems
A commissions tracking program for the insurance industry, keep track of all of your sales and applications.
Por Comtec Global
SOA end-to-end comprehensive web-based modular system. Rules-based, table-driven architecture is scalable and easy to customize.
Por Agency Impact
Affordable web-based insurance agency management system designed for personal and commercial lines of business.
Policy sales and administration in the cloud for insurers, brokers and agents - ideal for SME, microinsurance and small ticket markets
Agency management with document imaging including ACORD, carrier, commission, claim download, and more.
Por Agency Access Pro
Agency Management System software for your insurance agency that works!
Por Agency Business Systems
Features a calendar, reminders for employees, task lists, reports, logs, and more.
Por Datum Solution
Complete insurance agency management with billing, endorsements, renewals, claims, payables, receivables, general ledger and more.
Transactor insurance software automates business processes and improves customer experience
Por Business Assistant
Management, marketing and tracking software designed to assist independent agents and agencies track and run their agency efficiently.
Cloud-hosted software for real-time underwriting, rating and price distribution across multiple sales channels.
Customer relationship management and accounting contracts system for insurance agents and brokers.
Por Ozone United
Ozone Insuria is a cloud/server based Insurance Brokers ERP used by insurance brokers to manage transactions, reports, financials etc.
Online Administration Software, ideal for Insurance Providers, Brokers, Agencies or any Insurance Professional.
Business management software for insurance agencies with CRM, lead management, and commission tracking capabilities.
Por Gen4 Systems
An all-in-one agency software solution.
A web portal for insurance brokers to improve international insurance program management and increase client satisfaction.
Por Agency AutomationTEAM
Very easy to implement and learn, this software improves workflow and automates all necessary tasks.
Por Third Eye Solutions
Software to manage proof of compliance to financial regulations, loan origination, manage a loan portfolio and generate client letters.
User Friendly CRM made specifically for the Independent Insurance Broker
Generate risk specific Applications, creates customer Proposals, Insurance Confirmations, Policy Declaration pages, Statement of Values
Internet-based Agency Management System. Allows agents to quote, rate and issue policies online.
Por Insurance Technology Consultants
Provides policy maintenance, premium accounting, general ledger reporting, premium statistical, and more.
Por TIA Technology
Comprehensive, fully flexible, insurance application for insurers and brokers; continuous upgrade and maintenance.
Por Special Agent
Insurance agency management software; client services, ACORD forms, accounting, reports, and more.
Por Agency Rating Systems
An agency managemensystem designed for agencies writing direct bill auto and collecting payments in their office.
Suite of front office solutions for the property & casualty market.
From managing policy information to establishing unique business rules, this suite is designed to be user-friendly.
Por Policy Administration Solutions
Full policy, claims, and accounting solution for carriers.
Enables a full coverage of business intelligence needs of an insurance company.
Por Insurance Technologies
Simplify the selling process while giving agents tools for professional and compliant sales.
We make it easy for insurance agents to launch and manage a quality website. We provide you with proven designs to content to hosting.
Por Dream Tekis Software
A web browser-based life insurance management system that supports end-to-end business processes of life insurance.
Por Arkus Software Solutions
Web-enables insurance company's most vital processes, like policy admin, sales and much more.
Por AGO Insurance Software
A full software suite for every P&C line of business, including workers' compensation, claims tracking, and A/R billing.
Por Astonish Results
This software is designed to assist with web marketing. 85 percent of insurance purchases are online, so marketing online helps.
Por Systeme Software
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.
Our agency management software imports and distributes leads automatically, creates reports, sends alerts, creates quotes, and more.
A web based online quoting and straight through policy processing system for P&C and Life/Health insurance companies.
Por Senior Direct
Web-based contact management software with sales reporting, leads analysis and monitoring for life and health insurance industry.
Por eGoVisa Services
Securum is specifically designed to make it easier and more profitable for organisations to do business via the internet
Por AGEman Solutions
Life insurance agency back office system for new business, inforce, commission and agent compliance. Meets ACORD and CITS standards.
Por Rank Consultancy
Video Customer Acquisition Processes
Video Insurance Renewals
Live Exchange Claim Settlement / Documents/ Pictures / Videos
Cloud based application manages certificates, endorsements, claims, policies, renewals, tasks, email, CRM, invoicing, reports and more.
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.
Por ESKADENIA Software
It stands in a unique position for its innovation, powerful core business expertise, integrated support systems, and quality of service
Por InsPro Technologies
Web-based enterprise insurance administration system designed for both the group and individual insurance verticals.
Por Employee Navigator
Employee Navigator is benefits HR and compliance software for brokers and their clients.
All-in-One webbased Software that includes an online Quote/Sales System, Customer Service Portal, Claim Modul, MGA-Admin & Back-Office
Provides brokers efficiency of quoting and enrollment. Personal health questionnaires & custom benefit plan elections for group health.
C2MS is an innovative Insurance ERP, providing sales pipeline, claims and policy administration.
Producer Pro includes everything carriers need to automate and simplify producer administration and management.
Por United Systems and Software
Robust software for underwriting, new business processing, policy services, billing, agent commissions, and claims adjudication.
Por City Computers
Insurance software system with underwriting, claims, accounting and reporting functions.
Premium audit application; presents all the screens necessary to capture audit data in a linear fashion.
Por Concord Information Systems
Manages submissions and quotes, policies and premiums, claims, losses payable and premiums receivable.
Web-based solution for policy management, claims processing and insurance agency administration.
A suite of solutions that manages finance, compares rates, and produces accurate quotes quickly.
Por Insurance Software Services
We build a custom software to fit your exact needs. Gives you regular status updates to help you manage your business better.
Solution used to execute a number of core policy processes including rating, quoting, binding, issuing, endorsements, and renewals.
Por Empirical Efficiency
BBMS is a cloud platform that allows an insurance broker to securely operate his business from anywhere with any device
OWLS is a web-based fully fledged insurance management solution with features such as reporting, payments, document uploads, and more.
Por Insuraxe Solutions
Custom built cloud-based insurance rating, submissions, issuance, premium billing, and brokers management system.
Por GST Software
A web-based Submission solution built for Independent Insurance Agents and General Agencies.
Msg Life provides digitalization, big data analytics, in-force management, and regulatory compliance to insurance companies
Cloud solution for life insurance companies working with criminal activity.Includes investigation and case management capabilities.
Por Xemplar Insights
An auto insurance solution that improves customer experience and risk management for drivers.
Por Nest Innovative Solutions
Open source insurance agency platform for features for sales, services, customers, campaigns, claims, and more.
Por Mobinsure Software
Management system for insurance agencies that integrates reports, sales, customer relations, and payment all into one.
Insurance broker automation system on Salesforce Cloud that makes customer engagement, lead generation, and marketing easy.
Health insurance agency management system with CRM tools for brokers with free employee management software for their clients.
PRISE is a ubiquitous solution suite purpose-built for P&C Insurers
Por Artemis Solutions
Fully customisable cloud based insurance management software platform & CRM with complete app to bind process, quoting & reports.
Majescos software for L&A, Health, Pensions and Group helps carriers
Effisoft provides software solutions to the Insurance, Reinsurance and Risk Management industries for professionals worldwide.
Insurance sales automation solution built on top of Salesforce.com. Can run on its own or integrate with call center tools.
Por Mindware Systems
Complete solution for insurance agencies that allows you to easily create quotes and policies.
Help insurance agents maximize CLV- to sell more and retain more using digital insurance wallet, chatbot, and an agent portal.
Por JET Health Solutions
Quote-to-card insurance automation platform that equips insurance companies to present and sell their health plans.