227件の結果
Capterraが無料の理由
We connect insurance carriers with consumers, through an API-driven, intuitive, and self-configurable insurance platform. tigerlabの詳細
tigerlab offers an insurance software solution, which connects insurance carriers with consumers through innovative solutions by acting as a growth engine to sell, retain, and manage policies within a single platform. Providing a self-configurable, API-driven, and intuitive insurance system built for insurers and digital businesses of all sizes. Thereby, you can attain a complete digital solution with 3rd party applications (Payment Gateway, Accounting, etc.) that integrate seamlessly. tigerlabの詳細
tigerlab offers an insurance software solution, which connects insurance carriers with consumers through innovative solutions by acting as a growth engine to sell, retain, and manage policies within...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Bitrix24 is #1 free insurance agency management platform used by 8 million teams. Cloud, mobile, open source. Bitrix24の詳細
Bitrix24 is #1 free insurance agency management platform used by 8 million teams worldwide. Cloud, mobile, open source. Free CRM, appointment scheduling, agency management, quotes, invoices, contracts, email marketing, calendars, more. Bitrix24の詳細
Bitrix24 is #1 free insurance agency management platform used by 8 million teams worldwide. Cloud, mobile, open source. Free CRM, appointment scheduling, agency management, quotes, invoices,...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Indio simplifies the P&C insurance application and renewal process for agents by creating a fully digital, modern customer experience.
Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded with a library of 10,000+ digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing.
Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
With Jenesis insurance agency management system and JenesisWeb website design, we handle all your agency needs.
Jenesis is a cloud-based management system best suited for agencies with 1-50 users. It is designed to help insurance agents manage Personal lines and Commercial lines policies. Jenesis helps build strong relationships with policyholders while automatically marketing to potential customers, improving client communication through email integrations, increasing the efficiency with pre-filled Acord forms and offers your customers easy access to policy information via the Jenesis Client Portal.
Jenesis is a cloud-based management system best suited for agencies with 1-50 users. It is designed to help insurance agents manage Personal lines and Commercial lines policies. Jenesis helps build...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail, email, SMS, manage contacts and close more sales.
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.
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...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
The new benchmark in insurance agency management: Secure, Intelligent, Intuitive, Affordable. Everything you need - nothing you don't!
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
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...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Designed for businesses of all sizes to help manage customer relationships, policies, benefits, sales, and financial accounting.
On-premise and cloud-based agency management system, providing automation capabilities to the business. The system offers a single, open application with integrated capabilities to manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.
On-premise and cloud-based agency management system, providing automation capabilities to the business. The system offers a single, open application with integrated capabilities to manage customer...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
We automate referrals, retention, & reviews for insurance agencies with intelligent touch-points & the best handwriting tech available.
We work with insurance agencies to automate referrals, retention, and online reviews. Find & leverage your most loyal clients 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.
We work with insurance agencies to automate referrals, retention, and online reviews. Find & leverage your most loyal clients by inspiring them to refer you to their friends and family. Keep clients...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
AgencyBloc is the #1 Agency Recommended Management System for life & health insurance agencies.
AgencyBloc, the #1 Agency Recommended Management System, helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated business and marketing automation.
AgencyBloc, the #1 Agency Recommended Management System, helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-s...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Insurance agency management software that lets you nurture and grow your book of business, your staff and your office from anywhere.
Agency Matrix, now part of ITC, is the most robust and affordable cloud-based technology company in the marketplace. Leading today's independent insurance agencies with cutting-edge technology, we are committed to delivering agency management software solutions that help you reach your business goals.
Agency Matrix, now part of ITC, is the most robust and affordable cloud-based technology company in the marketplace. Leading today's independent insurance agencies with cutting-edge technology, we...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
A free CMS-approved platform to quote, enroll, and manage your ACA business.
A FREE platform to quote, enroll, and manage your ACA business. The easier, faster alternative to healthcare.gov - designed specifically for agencies & brokers. 1095s at your fingertips. Post-enrollment support to manage client follow ups. Free white-labeled website for customers to self-enroll. Easy to use application that averages <10 minutes. Changes made through our platform reflected on healthcare.gov and carrier portals
A FREE platform to quote, enroll, and manage your ACA business. The easier, faster alternative to healthcare.gov - designed specifically for agencies & brokers. 1095s at your fingertips. Post-enroll...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Snappii is a leading Mobile Apps and form apps company. About 500,000 people use Snappii Business Apps in 30+ Industries.
Snappii offers many mobile apps for the Insurance Industry as a convenient and easy-to-use mobile solution that will save time and greatly reduce paper work, enable rapid and accurate data collection, and eliminate the necessity to physically move to the place of the accident and more. App users can upload their own PDFs, edit them and share. No forms to build. Choose from 400+ ready-made app templates or we can create the app for you.
Snappii offers many mobile apps for the Insurance Industry as a convenient and easy-to-use mobile solution that will save time and greatly reduce paper work, enable rapid and accurate data collection,...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Our unique partnership philosophy drives our systems 97% recommendation rate and 18-year average agency retention rate.
Since 1995, HawkSoft is a leader in management systems that powers thousands of agencies who want effective workflows for property and casualty insurance without sacrificing a delightful experience for staff and policyholders. Created by independent agents, HawkSoft takes pride in being independently-owned. HawkSoft bundles all the core features to manage, grow, and measure your agency and offers API integrations with established service providers to expand your insurance technology stack.
Since 1995, HawkSoft is a leader in management systems that powers thousands of agencies who want effective workflows for property and casualty insurance without sacrificing a delightful experience...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
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.
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...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
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.
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...

機能

  • 苦情管理
  • 手数料管理
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  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.
A1 Tracker insurance policy management software is robust and includes features to manage insurance policies, insurance quotes, customer service, and claims management. A1 Tracker is suitable for businesses with multiple different insurance products, including health insurance, liability, commercial, aviation, marine, umbrella, and auto insurance. A1 Tracker streamlines insurance companies with automatic policy renewal notifications, policy document generation, and policy document management.
A1 Tracker insurance policy management software is robust and includes features to manage insurance policies, insurance quotes, customer service, and claims management. A1 Tracker is suitable for...

機能

  • 苦情管理
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  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Provides open-source error tracking to monitor and respond to bugs and crashes anywhere in your application in real time.
Sentry provides open-source error tracking to monitor and respond to bugs and crashes anywhere in your stack in real time. Sentry aggregates and adds important context to stack traces and tells you the users, services, and servers that were affected. For the first time, every developer can get instant visibility into how their production code affects real users and automatically triage and resolve issues as part of their existing workflow.
Sentry provides open-source error tracking to monitor and respond to bugs and crashes anywhere in your stack in real time. Sentry aggregates and adds important context to stack traces and tells you...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
A comprehensive solution for managing Sales, Leads, Marketing, Help Desk Ticketing, a Customer Portal and Project Management.
Ideal for for businesses of 10 to 100 users looking for an easy to use, customizable solution for managing Sales, Marketing, Customer Service Ticketing and Project Management. Used in 30 industries in a dozen countries around the world. Fully integrated with MS Outlook & Google. Mobile Access included.
Ideal for for businesses of 10 to 100 users looking for an easy to use, customizable solution for managing Sales, Marketing, Customer Service Ticketing and Project Management. Used in 30 industries...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Agency management system that assists insurance firms with policy tracking, documentation, accounting and reporting.
Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. Offering knowledgeable and friendly support staff making for an easy transition to a new automation system. Imagine a full featured management system supported by a team of insurance and software experts that is ready to answer your questions immediately! Conversions from other management systems available.
Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. Offering...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.
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.
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...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Tracks and reports all commissions, bonuses and overrides due to each agent as well as policy and agent information.
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.
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,...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
As Global Leaders in Claims Management Technology for nearly 2 decades, we provide secure online claims management software worldwide.
Virtual Claims Adjuster is a web based claims management system designed using the latest software development techniques and interface methodologies to ensure a smooth implementation into your business. As you conduct your day to day business, we work in the background, finding ways to make you more efficient and effective. Our business specialists analyze trends, maintain key industry relationships, & employ advanced techniques to evolve your toolset in a way that exceeds your business needs.
Virtual Claims Adjuster is a web based claims management system designed using the latest software development techniques and interface methodologies to ensure a smooth implementation into your...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
FileTrac is the next generation CMS that will provide you with an all encompassing Business Platform.
FileTrac is the # 1 ranked Claim management system tailored for all sized companies, Adjusters, TPA's, MGA's, & Mutual Ins. Co.'s. FileTrac is based on the input from our 1000's of Users. Integrates with Hover, Outlook, Quick Books, Xactimate, Xactanalysis, Symbility, NFIP/NFS, LEDES, Personnel Management, and Google Maps. FileTrac also offers a Personnel Manager that allows you to track licenses, certificates and so many other criteria's. Best suited for all size companies.
FileTrac is the # 1 ranked Claim management system tailored for all sized companies, Adjusters, TPA's, MGA's, & Mutual Ins. Co.'s. FileTrac is based on the input from our 1000's of Users. Integrates...

機能

  • 苦情管理
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  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Wrapbook is an all-in-one software platform for employers and project-based workers. Easy onboarding, timecards, payroll, and more.
Wrapbook is an all-in-one software platform for employers and their project-based workers. Tackle onboarding, timecards, payroll, and insurance with Wrapbook, a powerful and easy to use platform for managing productions. Finally, entertainment payroll and production management made easy.
Wrapbook is an all-in-one software platform for employers and their project-based workers. Tackle onboarding, timecards, payroll, and insurance with Wrapbook, a powerful and easy to use platform for...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Insurance CRM/CSM coupled with a Healthtech that offers exclusive rates on Healthcare, Wellness, Lifestyle, F&B services to members.
Insurance Intermediaries invite leads / clients to join as member through a 5 minutes gamified KYC/FNA that collects up to 110 data points. They can recommend, promote and process insurance/investment products digitally while rewarding leads with a Free membership that offers exclusive services through 1,200 clinics and 50 F&B, Wellness and Lifestyle partners. CRM: www.my-insurer.net/ Agents/vendors portal: https://access.my-insurer.net Health tech: https://wellnex-singapore.com
Insurance Intermediaries invite leads / clients to join as member through a 5 minutes gamified KYC/FNA that collects up to 110 data points. They can recommend, promote and process insurance/investmen...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Leading agency management system with CRM, marketing and commission tools for L&H and senior agencies. No long-term contract required.
NextAgency saves health, senior and life agencies time, money and clients with an agency management system featuring CRM, marketing, and commission management tools. NextAgency features automated workflows, integrates with your email and calendars, provides useful insights through built-in reports, Ease integration and much more. NextAgency is easy to learn and simple to personalize for your agency. No long-term commitment required. Stay organized and grow your business with NextAgency.
NextAgency saves health, senior and life agencies time, money and clients with an agency management system featuring CRM, marketing, and commission management tools. NextAgency features automated...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Insurance management software that provides powerful tools to automate your business, calculate commissions, generate leads, and more.
Health and Life Insurance Agency Management Software developed in conjunction with administrators, agents, and owners of health and life insurance agencies to automate their workflow and optimize their resources, including the security and privacy their agents and clients demand. Our Software also provides powerful marketing tools to generate new leads and contact your clients via email and SMS. Schedule a demo with one of our experts and let technology do the heavy work for you!
Health and Life Insurance Agency Management Software developed in conjunction with administrators, agents, and owners of health and life insurance agencies to automate their workflow and optimize...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
A quick to market, cost efficient solution to managing your Insurance Agency. MPACS highly configurable, robust, agile software.
Mandon Software is a UK Based Company founded in 1999. Our software MPACS offers 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. Our open API makes it simple to integrate with third parties making tasks more efficient, less open to human error and giving the end customer a more seamless experience.
Mandon Software is a UK Based Company founded in 1999. Our software MPACS offers a complete solution for managing your database of quotations, policies and claims. Includes rating, documentation,...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable.
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.
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...

機能

  • 苦情管理
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  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
An All-in-One Sales, CRM Marketing Automation platform for Insurance Agents to help them save time and accelerate growth.
All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Teams utilize InsuredMines Agency Portal and Mobile App to manage clients & prospects, offering an omnichannel presence and last-mile connectivity.
All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support...

機能

  • 苦情管理
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  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Healthcare professionals can now leverage insurance benefits while avoiding the constraints of being in-network
Anagram, formerly Patch, is an online insurance assistant that helps healthcare providers and patients understand out-of-network benefits in minutes and submit claims online. No more dealing with insurance companies by phone or submitting claims by paper. Using Anagram, healthcare providers can let patients know the exact reimbursement amount to expect and automatically submit an optimized claim on their behalf.
Anagram, formerly Patch, is an online insurance assistant that helps healthcare providers and patients understand out-of-network benefits in minutes and submit claims online. No more dealing with...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
We make insurance broker & agent software that's easy to adopt and easy to use.
Insly is the simplest policy administration system on the market created by a team with a long insurance tech background. It covers all the basics brokers and agents need: you can easily store customer and policy information, email documentation, bill your clients, know how much commission and fee revenue you have earned, track claims and much more. Getting started takes less than 2 minutes and there are no upfront costs!
Insly is the simplest policy administration system on the market created by a team with a long insurance tech background. It covers all the basics brokers and agents need: you can easily store...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Built around a customer-centric model, Macaw Agency Management System supports end-to-end processes for Brokers, MGAs and other DUAEs.
Macaw AMS is a cloud-hosted Insurance Agency Management Platform that helps end to end activity of MGAs & Brokers, covering CRM, Sales, Underwriting, Services, Claims and accounting. The system has built-in Document Management System, Rules and Workflow components. Essential integrations are available with Payment Gateway, eSign and email marketing. Macaw AMS enables the Customers, Producers as well as Carrier Partners like to self serve with the help of the specialized portals.
Macaw AMS is a cloud-hosted Insurance Agency Management Platform that helps end to end activity of MGAs & Brokers, covering CRM, Sales, Underwriting, Services, Claims and accounting. The system has...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Cloud-based collaboration platform for construction inspection, centralizing deficiency, trade & homeowner management.
A cloud-based construction inspection software that provides an integrated platform to create custom inspections, track and manage deficiencies, interact with homeowners, book service dates and inspections, & more.
A cloud-based construction inspection software that provides an integrated platform to create custom inspections, track and manage deficiencies, interact with homeowners, book service dates and...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
With over 10 years of experience in the insurance vertical, Innoveo's mission is to accelerate insurers' digital transformation.
Our no-code platform, Innoveo Skye reinvents the way enterprise applications are created. Without having to write a single line of code, we are much faster than traditional development methods.
Our no-code platform, Innoveo Skye reinvents the way enterprise applications are created. Without having to write a single line of code, we are much faster than traditional development methods.

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Insurance software for MGAs, Program Admins & Carriers. Handles rating, issuance, doc. mgmt, billing, claims, client portals and more.
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.
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...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more.
Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more.
Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more.

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Finaeo is a digital marketplace that connects insurance carriers, advisors and their clients to streamline policy fulfillment.
Finaeo's digital marketplace provides advisors, their clients and insurance carriers the technology needed to thrive in a digital era. Finaeo's technology streamlines insurance applications to help advisors go from "prospect-to-policy" on one digital platform, while providing carriers with access to tools that help create on-the-fly e-apps, automated underwriting models and transformation technology.
Finaeo's digital marketplace provides advisors, their clients and insurance carriers the technology needed to thrive in a digital era. Finaeo's technology streamlines insurance applications to help...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Web based Insurance Broker(s) and insurance agent(s) Business management solution at a single server license with unlimited users.
A digital web base solution to Insurance Broker(s) and insurance agent(s). The success of Ozone Insuria is the strong foundation of implementing daily business process with considerably minimum manual labor. A complete system with policy and customer administration, Finance , HR, customer invoicing and MI reports that helps analyzing business at your finger tips.
A digital web base solution to Insurance Broker(s) and insurance agent(s). The success of Ozone Insuria is the strong foundation of implementing daily business process with considerably minimum...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
The Simplest Way to Collect Insurance Payments. No contract, no hidden costs, only $20 a month.
ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry. Beyond collections, you’ll have access to a variety of features to streamline accounting operations. ePayPolicy integrates payments into the most popular management systems, like AMS360, Applied CSR24, Veruna, and many many more.
ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry. Beyond collections, you’ll have...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
BindHQ is a SaaS technology provider focused on building and delivering the software, tools, products and insights required to supercha
As an all-in-one cloud-based solution, BindHQ enables its users to work any time, anywhere, and on any device, and provides configurable and intuitive business workflows that reflect how specialty insurance intermediaries need to conduct business in the 21st century. With a robust reporting capability, fully integrated accounting and compliance modules, and modern user interface designed for simplicity, BindHQ empowers agency owners to transform the way they do business.
As an all-in-one cloud-based solution, BindHQ enables its users to work any time, anywhere, and on any device, and provides configurable and intuitive business workflows that reflect how specialty...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Integrated software solution that handles policy administration, claims, billing, accounting & reinsurance for P&C insurance companies.
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.
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...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
CRM with lead tracking, drip marketing, quote engine and commission calculation included. Integrated dialer/mass texting.
CRM with lead tracking, drip marketing, quote engine and commission calculation included. Integrated dialer and mass texting. View your data as you like (custom). Purchase leads withing the CRMs Marketplace. Import leads from any lead gen company. Share folders with others to work on as a team. Leader board. Call center abilities with custom routed calls.
CRM with lead tracking, drip marketing, quote engine and commission calculation included. Integrated dialer and mass texting. View your data as you like (custom). Purchase leads withing the CRMs...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Applied CSR24 is an online customer self-service software that connects your customers to claims and policy information.
Provide anytime, anywhere mobile customer service to increase client satisfaction, build client loyalty and deliver a more competitive business proposition. Give clients online and mobile access to the policy information they need through an online customer portal or mobile app that is custom branded to your agency. Applied CSR24 is the industry's first online customer self-service software that connects your customers to information in your management system when and how they want.
Provide anytime, anywhere mobile customer service to increase client satisfaction, build client loyalty and deliver a more competitive business proposition. Give clients online and mobile access to...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Features a calendar, reminders for employees, task lists, reports, logs, and more.
Features a calendar, reminders for employees, task lists, reports, logs, and more.
Features a calendar, reminders for employees, task lists, reports, logs, and more.

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Partner Platform's best-in-class management system is praised by clients for its ease of use, breadth of capabilities, & affordability.
Partner Platform's best-in-class agency management system is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you'll find Partner Platform is supported by a team that you can count on and lives their values of being a partner.
Partner Platform's best-in-class agency management system is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Cloud-based insurance agency platform that helps retain customers, maximize profitability and successfully manage all operations.
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.
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...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Easy to use sales and automation solutions for P&C Insurance Agencies to help increase sales and grow retention.
AgencyZoom is your all-in-one solution for managing leads, tracking sales, onboarding customers, Google reviews and more. Boost sales by proactively managing goals and motivating teams with a positive sales environment. Increase retention with automated new business onboarding, customer follow ups, Google reviews, referral generation, and more. AgencyZoom automates the customers lifecycle with simple yet cutting-edge solutions celebrated by thousands of P&C agents.
AgencyZoom is your all-in-one solution for managing leads, tracking sales, onboarding customers, Google reviews and more. Boost sales by proactively managing goals and motivating teams with a...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
AgentCubed provides the single solution for insurance agencies, combining multiple management solutions into one platform.
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.
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...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け
Customer-first claims management software for your business. Streamline your workflow, go paperless and settle more claims!
We pride ourselves on making simple, affordable claims management software. We've had enough of the insurance industry lagging behind in the technology front, with often expensive, complicated and bloated software. At Claimable, we believe that details matter, and our software has been carefully crafted to provide the tools necessary for timely and efficient claims management.
We pride ourselves on making simple, affordable claims management software. We've had enough of the insurance industry lagging behind in the technology front, with often expensive, complicated and...

機能

  • 苦情管理
  • 手数料管理
  • 連絡先管理
  • ドキュメント管理
  • 保険証書管理
  • 見積もり、概算
  • 保険格付け