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Insurance CRM Software
Insurance CRM software provides insurance brokers and agencies with the management tools to track and optimize their insurance operations and workflow.
Insurance Agency Software
Insurance agency software is software to help insurance agencies streamline their operations, manage policies, and improve customer service. These platforms typically offer features for policy management, client relationship management (CRM), quoting, claims processing, and billing. Insurance agency software also helps with compliance tracking, document management, and reporting, ensuring that agencies meet industry regulations and improve operational efficiency. Additionally, many solutions provide tools for managing renewals, commissions, and marketing efforts, enabling insurance agencies to grow and retain their customer base effectively.
Commercial Insurance Software
Commercial insurance software is software that helps businesses and insurance agencies manage commercial insurance policies, claims, and client relationships. These platforms typically include features for policy management, risk assessment, underwriting, claims processing, and billing. Commercial insurance software helps streamline operations by automating routine tasks, improving accuracy, and ensuring compliance with industry regulations. It also supports the management of renewals, policy endorsements, and premium calculations, allowing insurers to provide more efficient service to their business clients. These tools are essential for managing complex commercial insurance portfolios and improving operational efficiency.
Insurance Software
Insurance software is software used by insurance carriers, insurance agents, insurance brokerages, and insurance professionals. Insurance software is specifically designed for the insurance industry and can perform a wide variety of tasks and processes including insurance agency management, insurance rating, insurance policy management, and much more.
Insurance Analytics Software
Insurance analytics software is software that helps insurance companies analyze various types of data. It enables the organization to extract meaningful insights from their data and use these insights to make informed decisions. This type of software helps insurers quickly identify key factors, such as customer behavior and risk, so they can better manage their operations. It also allows them to forecast future trends in order to anticipate potential issues before they arise. Finally, it provides the capability for insurers to customize reports according to their specific needs. Overall, insurance analytics software is a great tool that can provide valuable information and insight for organizations within the insurance industry.
Cyber Insurance Companies
Cyber insurance companies provide cyber security insurance and cyber liability coverage to organizations, which covers data breaches, hacks, and cyber attacks. Cyber insurance is essential for organizations that want to make sure they're covered against potentially costly cyber attacks and cybersecurity incidents. Cyber insurance brokers can assist organizations in finding the right coverage tailored towards their risks and needs.
Life Insurance Software
Life insurance software helps insurance companies manage their operations, streamline the policy administration process, and improve customer service. These platforms typically include features for managing policy quotes, underwriting, claims processing, premium billing, and renewals. Life insurance software often integrates with customer relationship management (CRM) systems, enabling insurers to track customer interactions and offer personalized services. By using this software, life insurance providers can enhance operational efficiency, reduce manual errors, improve compliance with regulations, and offer better customer experiences throughout the policy lifecycle.
Insurance Policy Software
Insurance policy software helps insurance companies manage the creation, administration, and tracking of insurance policies. These platforms typically include features for policy issuance, renewal management, claims tracking, premium calculations, and risk assessment. Insurance policy software often integrates with customer relationship management (CRM) systems and billing platforms to streamline the policy lifecycle and ensure efficient operations. By using this software, insurance providers can reduce administrative costs, improve customer service, ensure regulatory compliance, and enhance operational efficiency in managing their policies.
Insurance Underwriting and Rating Software
Insurance underwriting and rating software is software used by insurance companies to evaluate risks and determine appropriate premiums for policies. It utilizes complex algorithms and data analysis to assess the likelihood of claims and calculate rates accordingly. This software takes into account various factors such as age, occupation, health history, and geographic location in its rating process. By utilizing this technology, insurers can efficiently and accurately determine the level of risk associated with each policyholder, allowing them to make informed decisions on coverage and pricing.
Insurance Claims Management Software
Insurance claims management software is software for streamlining and automating the end-to-end process of managing insurance claims. It enables insurance companies to efficiently handle claim intake, assessment, processing, and settlement while ensuring compliance with regulatory requirements. The software often includes features like document management, fraud detection, workflow automation, and real-time communication tools to enhance collaboration among stakeholders. By leveraging data analytics and AI, it helps insurers identify patterns, reduce errors, and improve decision-making. Overall, this software improves operational efficiency, enhances customer satisfaction, and reduces costs associated with claims processing.
MQTT Brokers
MQTT brokers are message brokers that allow clients to communicate with each other in a publish/subscribe model. They are designed for machine-to-machine communication and can be used in many scenarios such as home automation, healthcare, and industrial control systems. MQTT brokers are typically lightweight and efficient, using minimal resources in order to facilitate real-time messaging.
Event Brokers
Event brokers are middleware platforms that manage the flow of events between different systems or applications in an event-driven architecture (EDA). These brokers facilitate the decoupling of event producers and consumers by handling the publishing, routing, and consumption of events in real time. They allow systems to asynchronously process and respond to events such as data changes, user actions, or external triggers without direct interaction between the components. Event brokers are often used in microservices architectures, IoT ecosystems, and real-time data processing systems to enable efficient and scalable communication.
Freight Broker Software
Freight broker software is designed to help freight brokers manage and streamline the process of connecting shippers with carriers. It typically includes features such as load posting, carrier matching, rate management, and shipment tracking to optimize logistics operations. The software often offers automated document generation, invoicing, and payment processing to reduce manual work and errors. Many platforms provide real-time communication tools and analytics to improve transparency and decision-making. By using freight broker software, brokers can enhance efficiency, improve customer service, and grow their transportation business more effectively.
Print Broker Software
Print broker software helps print brokers and print resellers manage the full workflow of print jobs—starting from quoting, vendor sourcing, purchase orders, production tracking, through to invoice and payment. It centralizes client requests, vendor bids, stock and inventory data, and profit-margin analysis in one system. Many platforms include RFQ engines, automated vendor quote comparison, CRM modules, and multi-vendor purchase order management to reduce manual work and increase margins. The software also supports job status monitoring, online portals for clients and vendors, and reporting to keep all stakeholders aligned. Overall, print broker software streamlines print brokerage operations, increases transparency, and helps brokers scale their business efficiently.
Cloud Access Security Brokers (CASB)
Cloud Access Security Brokers (CASBs) are software applications that sit between a cloud service provider and an organization. Their purpose is to provide visibility and control over the use of cloud services, ensuring that data remains secure while enabling users to access the resources they need from any device. CASBs operate in real-time and can be used with multiple cloud platforms, such as SaaS, IaaS, or PaaS. They also provide granular access controls on user activities within the cloud system, allowing administrators to create rules around data sharing.
Health Insurance Software
Health insurance software is software designed to help organizations and agencies manage health insurance policies. It provides an efficient way to track, review and organize medical claims information, making it easier to manage health insurance databases. It also enables users to generate reports such as financial statements and benefit summary documents.
Insurance Billing Software
Insurance billing software is software to streamline the process of managing and processing insurance claims, payments, and patient billing. It automates complex tasks such as verifying insurance eligibility, generating claims, and tracking reimbursements. This software integrates with electronic health records (EHR) systems to ensure accurate and efficient data transfer. With features like compliance monitoring and reporting, it helps organizations adhere to industry regulations while minimizing errors and delays. By reducing administrative burdens, insurance billing software enhances operational efficiency and improves cash flow for healthcare providers and businesses.
Embedded Insurance Software
Embedded insurance software is platform that integrates insurance services into another company's existing software or application. This allows customers to easily access and purchase insurance products through the same interface they are already using. The software streamlines the insurance process, providing real-time quotes and policy information. It also offers advanced analytics and reporting capabilities for insurance companies, allowing them to better understand customer behavior and make data-driven decisions. Overall, embedded insurance software offers a seamless and efficient way for businesses to incorporate insurance offerings into their overall product or service offering.
AI Insurance Software
AI insurance software leverages artificial intelligence to enhance various aspects of the insurance industry, from underwriting to claims processing and customer service.
Crypto Prime Brokers
Crypto prime brokers, also known as crypto prime brokerages, provide customers with access to a secure, regulated marketplace for the trading of crypto-assets. They facilitate the buying and selling of digital assets using a combination of market infrastructure and customer service. Many crypto prime brokers also offer tailored margin and financing solutions to fit specific needs. This not only helps traders make fast decisions in volatile markets but also provides them with additional capital resources if required.
View more categories (20) for "insurance broker"

196 Products for "insurance broker"

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  • 1
    Macaw AMS

    Macaw AMS

    Nest Innovative Solutions

    Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers.
    5 Ratings
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  • 2
    InsuredHQ

    InsuredHQ

    InsuredHQ

    InsuredHQ is a mission-critical, cloud-based, insurance infrastructure application that provides complete end-to-end policy, claims, accounts, and document management systems for mid-market insurers, MGA’s (Managing General Agent), and Brokers. Our capabilities allow our customers to rapidly create products and sell policies to service a variety of business lines and has resulted in partnerships with some of the world’s most interesting insurers and channels to market across Australia, NZ, the US, and the greater APAC region. ...
    1 Rating
    Starting Price: 1% of premium
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  • 3
    COREFIN Insurance Software
    COREFIN Insurance & Broker is a vertically customized management solution based on Microsoft Dynamics 365, which enables insurers and insurance brokers to manage their whole business and gain a 360-degree view of the customer. COREFIN combines the flexibility and the scalability of the platform in a user-friendly and intuitive way to help companies in the insurance sector systemize their business and analyze performance!
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  • 4
    BrokerEdge

    BrokerEdge

    Damco Solutions

    BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time.
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    13 Ratings
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  • 5
    TBW (The Broker's Workstation)

    TBW (The Broker's Workstation)

    Rival Insurance Technology

    TBW (The Broker's Workstation) Integrated Management System is a true fully integrated SEMCI solution for insurance brokers across Canada. The Broker’s Workstation (TBW) is a fully integrated suite of automation tools designed to support the operations of property and casualty insurance brokers and agents. Built with CSSI's industry-leading, real-time technology, TBW is continuously enhanced to help brokers stay competitive and better serve their customers. ...
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  • 6
    Pathway Insurance Software
    ...See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.
    Starting Price: $120 per month
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  • 7
    Corvus Insurance

    Corvus Insurance

    Corvus Insurance

    ...Our proprietary underwriting process leverages new sources of data analyzed with machine learning to quote cyber insurance coverage for most accounts within minutes, while also providing our experienced underwriting team with tools and insights to work on complex risks. Corvus's broker platform, the CrowBar, optimizes quoting with the shortest application in the industry, enabling brokers to request and receive quotes within minutes for most accounts.
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  • 8
    OPUS

    OPUS

    OMNIX Software Solutions

    ...The insurance business has changed out of all recognition during that time and the back-office system requirements of most insurance brokers have similarly moved on. Specialist intermediaries, perhaps with broker-to-broker facilities, self-issue delegated underwriting authority - from a system point of view, place enormous demands on the scope and flexibility of a broker's administration system.
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  • 9
    bluescape

    bluescape

    Total Systems

    bluescape is the latest in digital general insurance platforms. It consists of a collection of web services organised into SOA components which can be deployed as a simple quote and buy website or as a full back office policy administration platform. It comes with a broker portal, open API and analytics - all delivered via the Microsoft Stack. Through its configuration managers, bluescape allows our clients to be self sufficient in the configuration of underwriting rules, rating calculations, document donfiguration and product design/deployment. bluescape can be used on premise or hosted in our private cloud and we deliver it for our customers using a fully auditable proven methodology to ensure it delivers on our clients requirements.
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  • 10
    SmartCompliance

    SmartCompliance

    SmartCompliance

    Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant...
    3 Ratings
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  • 11
    eHealthApp

    eHealthApp

    eHealthApp

    eHealthApp provides the ability for brokers and consultants to differentiate themselves by efficiently gathering health information. The collected information can then be used to obtain health underwritten quotes and provide the opportunity for the broker to analyze the information to objectively determine the best fit for their group clients. TPA's, GA, and Carriers can sponsor eHealthApp for brokers in a manner that does not help the competition, increases underwriting accuracy, and make...
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  • 12
    SegFlexNet

    SegFlexNet

    Autorun Informática

    The SegFlexNET - Software for Insurance Brokers is ideal for you to manage your insurance broker .The technology is one of the most modern in the market, the system is very simple to use, the screens are intuitive and modern, the database is SQL, the support team is formed by great professionals with fast and agile service, all very well thinking and planned so that you have the best possible results.
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  • 13
    Employee Navigator

    Employee Navigator

    Employee Navigator

    Software for insurance brokers, carriers, and HR departments to make running a business easier. Employee Navigator works with the nation's leading insurance brokers and insurance carriers to provide companies of all sizes with modern benefits & HR software. Join the nation’s fastest growing benefits and HR platform today and see what over 1,000 brokers and 27,000 companies of all sizes have already discovered.
    1 Rating
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  • 14
    Novidea

    Novidea

    NOVO IDEA SOFTWARE

    Advanced insurance software solutions for distributors who want increased profitability satisfied customers. Clarity and confidence for brokers, MGAs and insurers. Created specifically for insurance professionals, Novidea is the insurance software solution that turns your data into insights you can act on. With real-time visibility into every aspect of your insurance business, clear reports, and powerful analytics tools, your brokers can close more sales and improve customer relationships. ...
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  • 15
    BrokerEngage

    BrokerEngage

    Benefitalign

    Avoid double re-directs - Experience a streamlined enrollment experience on a single platform while completing Special Enrollment Period (SEP) verifications, complex eligibility situations and reporting life changes, without visiting ‘healthcare.gov’. Efficient APIs - Application-programming Interfaces (APIs) in our EDE platform transfer data between the Federally-Facilitated Exchange for faster submissions, eligibility checks and renewals. APIs quickly calculate the appropriate cost sharing...
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  • 16
    Tinubu

    Tinubu

    Tinubu

    Tinubu is a cloud-based surety bond processing software that significantly reduces the cost of executing and managing surety bonds for agents and brokers. Surety brokers and agents find that most public construction bonds are still being produced manually. However, the industry is rapidly changing. The solution for brokers and agents efficiently executes and manages bonds by automating administrative, processing, and reporting functions. It connects the world of surety by enabling...
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  • 17
    AgentExpress

    AgentExpress

    AgentExpress

    AgentExpress is not your typical quoting and enrollment platform. We've modernized the traditional CMS experience to set brokers up for success in the ever-changing landscape of insurance professionals. A foundation of technology, training, and support differentiates our agents allowing them to create truly incredible experiences for their clients. Built with decades of experience in the insurance and technology space. The AgentExpress platform is the industry leader in Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life quoting and enrollment broker technology solutions. ...
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  • 18
    MergeWare-TIFA

    MergeWare-TIFA

    J&J Technology Consulting

    This software for Insurance Brokers automates the Truck / Commercial Insurance Form processing by transferring data from your source Quick Quote to any other Carrier Application, Broker Agreement/Legal Docs, Permits, or any other form. Best part is that we utilize your existing MS Office licensing and therefore there is no need to pay additional licensing fees.
    Starting Price: $1700.00/one-time
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  • 19
    ASPIRE Health

    ASPIRE Health

    Artivatic.ai

    A Shared & Automated Employee Benefits Placement Platform : ASPIRE HEALTH AI & Data Analytics focused first Employee Benefit & Group Health System (EBHS) - ASPIRE HEALT, a new category of enterprise software for brokers and carriers, to do just that. A EBHS enables brokers and carriers to manage the entire placement process in one shared system. To be successful, a BPS must have three core features: Purpose-built. There’s so much nuance in our industry. This is especially true in the...
    Starting Price: $3000 per month
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  • 20
    Benelinx

    Benelinx

    Benelinx

    Benelinx is a cloud-based agency management platform designed specifically for employee benefits insurance brokers to manage sales, client relationships, and policy operations in a unified digital system. Built on the Salesforce platform, it combines CRM capabilities, workflow automation, and insurance-specific data management into a single environment that supports the entire lifecycle of employee benefits services—from prospecting and quoting to policy management and renewal. ...
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  • 21
    SohamGeni

    SohamGeni

    Dream Tekis Software

    With SohamGeni core Insurance system, run your complete insurance business life cycle in an environment that is reliable and quick. SohamGeni uses the latest technologies, provides an adaptive user experience and a strong platform for your business. Categorize your Intermediaries as per your company’s model. Classify as Bank, Individual Agent, Broker, etc. and label them as Commission Agent, Direct Agent, Sub- broker, Associate Agent etc. based on commission. ...
    Starting Price: $250 per month
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  • 22
    Capitola

    Capitola

    Capitola

    Capitola's platform optimizes distribution efficiency through placement process automation and AI-driven risk appetite matching so that broker teams can focus on what they do best: strengthen relationships, expand their client base, and close more deals. By supporting property, casualty and specialty coverage lines, Capitola has your broker teams covered now, and into the future as your business grows. Modern, intuitive tools and technologies delight users, require minimal training, and...
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  • 23
    mPACS

    mPACS

    Mandon Software

    mPACS by Mandon Software is a specialist insurance software solution purpose-built for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. Robust, feature-rich, and flexible, mPACS provides a complete solution for managing quotations, policies, and claims. Available on-premises or in the cloud, mPACS offers a rich set of features for documenting, rating, quoting, renewing, claiming, marketing, interfacing, auditing, and more.
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  • 24
    Sibro

    Sibro

    Sibro

    SIbro insurance broker software helps you to organize and track every stage of a policy; from prospects management and renewal follow-ups, preparation of RFQs and quote comparison sheets, to collecting payments, delivering policies to customers in order, endorsements, and more. Sibro's insurance claims management module not only helps you track, but also automates and eases your entire in-house claims management.
    Starting Price: $4500.00/one-time/user
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  • 25
    ePayPolicy

    ePayPolicy

    ePayPolicy

    The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments.
    Starting Price: $20 per month
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  • 26
    Rhoads

    Rhoads

    Rhoads

    Rhoads knows overcoming compliance complexities is essential to keep producers selling and keeping your business moving. Our software solutions and add-on services empower carriers, brokers, and agencies to streamline and automate your most demanding and difficult work. Top-performing carriers and brokers-from organizations with 100,000+ producers to those with only a few-trust our software solution to boost efficiency, lower costs, reduce compliance risk, and drive revenue. Resolves producer compliance concerns. Provides intuitive and seamless data access that can empower your enterprise. ...
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  • 27
    Genasys

    Genasys

    Genasys Technologies UK Ltd

    Genasys is a modern cloud-based, end-to-end insurance administration platform built to maximise agility, connectivity and operational efficiency. Designed with open architecture and more than 450 API endpoints, it integrates seamlessly with external platforms to provide a consolidated source of truth across policy, claims and billing. The platform empowers insurers, MGAs and brokers with no-code configuration, workflow automation and robust reporting tools.
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  • 28
    BenefitNet

    BenefitNet

    Teambase

    We offer a variety of cloud based solutions for today’s modern enterprise. We specialize in Human resources, payroll, employee benefits, flexible benefits as well as products for modern insurance brokers and insurers. BenefitNet is an online solution that enables insurers, insurance brokers and employers to simplify the administration process of their employee benefits schemes for medical, life and additional policies. Our solution provides Innovative solution which enables insurers, brokers or organisations of any size to effectively provide online enrollment and administration of flexible (voluntary) benefits schemes. ...
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  • 29
    AdInsure

    AdInsure

    Adacta

    ...Built on best practices, AdInsure powers award-winning solutions: • AdInsure Non-life • AdInsure Life • AdInsure Commercial • AdInsure for Brokers Features for business teams: • AdInsure PAS • AdInsure Claims • Billing and Collections • Digital tools (agent portals) • Integrated Data Analytics Capabilities for IT & operations: • No-code/low-code compliant architecture • Modern integration framework with out-of-the-box API • AdInsure Studio (for product design, testing, and distribution) • Cloud support
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  • 30
    Insurium

    Insurium

    Insurium

    ...Increase new business by making it easy to exchange information with brokers. From streamlining and standardizing the intake of information to providing brokers access to the information they need anytime. Control what submissions your underwriters are focusing on. Drive customer satisfaction and retention by providing your policy holders self-service access to policy information, claims intake and review, online bill pay and more.
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