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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 automatisiert den Prozess der Erfassung von Informationen und Dokumenten von deinen Kunden. Der Prozess wurde mit einer sicheren Schnittstelle vereinfacht. Alles, was du tun musst, ist ein FileInvite mit den von dir benötigten Informationen zu erstellen und zu senden. Der Client lädt dann die Dateien in ein sicheres Portal hoch, in dem du die eingereichten Informationen genehmigen oder ablehnen kannst. Mit FileInvite kannst du Erinnerungen, Vorlagen und Synchronisierung mit deinem bevorzugten Cloud-Speicher wie Google Drive einrichten. Sende ein FileInvite noch heute!
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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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von 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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von 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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von 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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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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von 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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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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von 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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von 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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von 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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von 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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Ein System, das den Service und die Verwaltung von Umsätzen völlig personalisiert über das Telefon ermöglicht.
von Tritech Financial Systems
von SPI Software Solutions
von North American Software Associates
Advanced, multi-line management system that is complete, comprehensive, fully integrated, easy-to-learn and practical.
von 3i Infotech
Integrierte Versicherungsmanagementlösung, die alle Funktionen eines Versicherungsunternehmens auf einer integrierten Plattform unterstützt.
von OMNIX Software Solutions
Ein internetbasiertes Verwaltungssystem für Versicherungsagenten zum Abschließen von Policen.
Informationssystem für alle Versicherungsbereiche; Policenverwaltung und Schadensregulierung.
von Computer Science Software
Practice management solution aimed at insurance brokers (life, health and short term) and asset managers.
von TIA Technology
Comprehensive, fully flexible, insurance application for insurers and brokers; continuous upgrade and maintenance.
von Agency Business Systems
Features a calendar, reminders for employees, task lists, reports, logs, and more.
Sircon serves the insurance industry by linking stakeholders via electronic communication and streamlined processes.
von Comtec Global
SOA end-to-end comprehensive web-based modular system. Rules-based, table-driven architecture is scalable and easy to customize.
von Evolution Agency Management
Combining old and new trends, this software includes features like document management, T-filing, General Ledger, and a calendar.
Wir machen es leicht, Versicherungsmakler- & Agenten-Software zu verstehen, zu verwalten und zu kaufen
Web-based innovative CRM-based agency management system with built in marketing, text messaging, mobile application and more.
User friendly software for insurance brokers,insurance agents and insurance broking company.
Internet-based Agency Management System. Allows agents to quote, rate and issue policies online.
von Hoffman Computer Systems
Agency Management Software with policy tracking, full client accounting, commission tracking, coverage screens, etc.
von Open GI
Transactor insurance software automates business processes and improves customer experience
Cloud based solution made solely for insurance brokers to manage your clients, leads, and policies.
Web-based risk insurance and back office software for the insurance sector.
Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
von 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.
von Rocket Referrals
We automate referrals, retention, & reviews for insurance agencies with intelligent touch-points & the best handwriting tech available.
von A1 Enterprise
Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.
von Applied Systems
The most widely used cloud-based agency management system in the world.
Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
von Agency Matrix
Insurance agency management software that allows you to manage your book of business, your staff and your office from anywhere.
von Insurance Systems
Integrated software solution that handles policy administration, claims, billing, accounting & reinsurance for P&C insurance companies.
Agency management with document imaging including ACORD, carrier, commission, claim download, and more.
von QQ Solutions
Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.
von Mandon Software
Provides a complete solution for managing your insurance agency
von Agency Systems
Complete Insurance agency management system. All download capabilities, ACORDS, submissions and integrates with most rating software.
Increases your agents productivity while increasing customer experience.
von Online Database Solutions
Internet-based administration solution for the life insurance industry.
von Insurance Noodle
Insureon Solutions is a market access provider for insurance agents.
Vertafore Agency Platform
Enabling modern agencies to retain customers, maximize profitability, and successfully manage all lines
Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.
Web-based model management system with accounting capabilities for agencies and brokerage houses.
von RedHead Mobile Apps
Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes.
von Third Eye Solutions
Software to manage proof of compliance to financial regulations, loan origination, manage a loan portfolio and generate client letters.
von Cloudia Assistant
CRM with lead tracking, quote engine and commission calculation included. Integrated dialer.
von Special Agent
Insurance agency management software; client services, ACORD forms, accounting, reports, and more.
von LIDP Consulting Services
Comprehensive, client-oriented, online, real-time administration system.
von Insurance Technologies
Agency management system designed for independent insurance agencies and brokers.
von Asian Business Solutions
Insurance brokerage system that delivers insurance coverage, collections, remittance, claims processing, and online financial reports.
von Insurance Technologies
Simplify the selling process while giving agents tools for professional and compliant sales.
von Datum Solution
Complete insurance agency management with billing, endorsements, renewals, claims, payables, receivables, general ledger and more.
von Business Assistant
Management, marketing and tracking software designed to assist independent agents and agencies track and run their agency efficiently.
von Vanguard Business Systems
A commissions tracking program for the insurance industry, keep track of all of your sales and applications.
von NTT DATA FA Insurance Systems
Core General Insurance Policy Administrative System
von RMT Technology
Insurance broker management system, CRM & financials.
Imprezzio is an insurance marketing automation suite that includes lead management, sales management & reporting analysis
A practical broker-centric technology that creates a streamlined digital pipeline for your agency.
von Intuitive Web Solutions
All-in-one policy administration and insurance processing system designed for P&C carrier, MGA, and InsureTech companies.
Customer relationship management and accounting contracts system for insurance agents and brokers.
Veruna's agency management solution is challenging independent insurance agents to walk away from the status quo and embrace change.
von Applied Systems
Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time.
Recommended by 97% of agencies. The only agency management system that makes running your business more effective and enjoyable.
An insurance agency management solution with business intelligence to organize your data, streamline daily processes, & drive growth.
von 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.
von Gen4 Systems
An all-in-one agency software solution.
von Assurance Systems
A complete web-based system that integrates agency management and document storage all in one easy-to-use program.
A web portal for insurance brokers to improve international insurance program management and increase client satisfaction.
von XDimensional Technologies
Nexsure is an innovative and comprehensive agency management platform for running, growing, and managing your insurance operations.
von Agency Access Pro
Agency Management System software for your insurance agency that works!
von Choices Software
Latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc. $250/yr per user
von Agency AutomationTEAM
Very easy to implement and learn, this software improves workflow and automates all necessary tasks.
INSXCloud allows brokers & agents to enroll customers on the FFM on the applicant's behalf, or invite them to complete the application.
Turn-key, fully automated digital and social media marketing system for life insurance agencies.
von Advantage Information Systems
Powerful, easy to use, agency management software with all of the features and tools agents want and expect.
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
von Insurance Technology Consultants
Provides policy maintenance, premium accounting, general ledger reporting, premium statistical, and more.
von 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.
von Policy Administration Solutions
Full policy, claims, and accounting solution for carriers.
von AGB Business Services
General agent management software for the employee benefits business.
Enables a full coverage of business intelligence needs of an insurance company.
We make it easy for insurance agents to launch and manage a quality website. We provide you with proven designs to content to hosting.
von Dream Tekis Software
A web browser-based life insurance management system that supports end-to-end business processes of life insurance.
von Arkus Software Solutions
Web-enables insurance company's most vital processes, like policy admin, sales and much more.
von AGO Insurance Software
A full software suite for every P&C line of business, including workers' compensation, claims tracking, and A/R billing.
von Astonish Results
This software is designed to assist with web marketing. 85 percent of insurance purchases are online, so marketing online helps.
von 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.
Cloud-hosted software for real-time underwriting, rating and price distribution across multiple sales channels.
von Senior Direct
Web-based contact management software with sales reporting, leads analysis and monitoring for life and health insurance industry.
von eGoVisa Services
Securum is specifically designed to make it easier and more profitable for organisations to do business via the internet
von Agency Impact
Affordable web-based insurance agency management system designed for personal and commercial lines of business.
von AGEman Solutions
Life insurance agency back office system for new business, inforce, commission and agent compliance. Meets ACORD and CITS standards.
von Rank Consultancy
Video Customer Acquisition Processes
Video Insurance Renewals
Live Exchange Claim Settlement / Documents/ Pictures / Videos
Insurance software platform that includes components for policy, rating and underwriting, billing, claims, print, CRM, and more.
Policy sales and administration in the cloud for insurers, brokers and agents - ideal for SME, microinsurance and small ticket markets
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.
von ESKADENIA Software
It stands in a unique position for its innovation, powerful core business expertise, integrated support systems, and quality of service
von InsPro Technologies
Web-based enterprise insurance administration system designed for both the group and individual insurance verticals.
von Employee Navigator
Employee Navigator is benefits HR and compliance software for brokers and their clients.
All-in-One webbasierte Software, die ein Online-Angebot/ Verkaufssystem, ein Kundenservice-Portal, Forderungsmanagement MGA-Administration sowie Back-Office umfasst.
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 enthält alles, was Träger benötigt um die Produzentenverwaltung und das Management zu automatisieren und zu vereinfachen.
von United Systems and Software
Robust software for underwriting, new business processing, policy services, billing, agent commissions, and claims adjudication.
von 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.
von 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.
von 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.
von 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.
von Insuraxe Solutions
Custom built cloud-based insurance rating, submissions, issuance, premium billing, and brokers management system.
von GST Software
A web-based Submission solution built for Independent Insurance Agents and General Agencies.
von Msg Life
Msg Life provides digitalization, big data analytics, in-force management, and regulatory compliance to insurance companies
von Xemplar Insights
An auto insurance solution that improves customer experience and risk management for drivers.
von Nest Innovative Solutions
Open source insurance agency platform for features for sales, services, customers, campaigns, claims, and more.
von 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
von 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.
von 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.
von JET Health Solutions
Quote-to-card insurance automation platform that equips insurance companies to present and sell their health plans.