Programas para corredores de seguros
Utiliza la página Capterra de México para encontrar el mejor Programas para corredores de seguros para tu empresa.
Filtrar resultados (163)
Valoración del producto
- En la nube, SaaS, web (132)
- Instalado: Mac (10)
- Instalado: Windows (46)
- Móvil: nativo de Android (25)
- Móvil: nativo de iOS (25)
- Clasificación de seguros (66)
- Gestión de comisiones (91)
- Gestión de contactos (99)
- Gestión de documentos (100)
- Gestión de políticas (113)
- Gestión de presupuestos (90)
- Gestión de reclamaciones (79)
- Presupuestos y estimaciones (25)
- Seguimiento de cancelaciones (23)
- Seguimiento de reclamaciones (23)
NextAgency saves you time, money and clients with software that helps your team work smarter while reminding clients of your value every day. How? We deliver a modern agency management system with powerful CRM tools and enable you to give basic benefits management software to your clients - for free. Supports individual and group health, life and senior products along with P&C and other coverage. Includes commission tracking, an agency library, email syncing, workflows, and much more. Descubre más sobre NextAgency for Health & Life Insurance Health and life insurance agency management system with CRM and commission tools for brokers with free benefit software for clients. Descubre más sobre NextAgency for Health & Life Insurance
AgencyBloc, el principal sistema de gestión recomendado por agencias, contribuye a que las agencias de seguros de vida y salud hagan crecer su negocio mediante la organización y automatización de sus operaciones con una combinación de un CRM específico de la industria, procesamiento de comisiones y automatización de marketing integrada. Descubre más sobre AgencyBloc for Health & Life Insurance AgencyBloc es un sistema de administración de agencias basado en la web que te proporciona las herramientas necesarias para organizar tu correduría de seguros de salud o de vida. Descubre más sobre AgencyBloc for Health & Life Insurance
Proformex is a platform built for the life insurance industry that revolutionizes inforce policy management for independent agents, advisors and trustees. Our life insurance policy management software provides powerful portfolio analytics, individual contract monitoring and easy-to-use policy review reporting tools, putting oversight and control Proformex helps you monitor, analyze and manage the performance of policies in a single, distribution-agnostic platform. Descubre más sobre Proformex Life insurance policy administration software that eliminates the manual work associated with managing life insurance. Descubre más sobre Proformex
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. Descubre más sobre Canary AMS TechCanary is a technology company that provides software solutions specifically to insurance agencies and agents. Descubre más sobre Canary AMS
AgencyZoom is your all-in-one solution for managing leads, tracking sales, onboarding customers, 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. Descubre más sobre AgencyZoom AgencyZoom fuels your agency with time-saving automation and powerful metrics for higher retention and sales. Descubre más sobre AgencyZoom
Jenesis es un sistema de administración basado en la nube que está diseñado para ayudar a los agentes de seguros a administrar las líneas personales existentes y las líneas comerciales, así como a los clientes de vida y salud. Establece relaciones sólidas con los asegurados al mismo tiempo que promocionas automáticamente a clientes potenciales y aumentas la eficiencia con los formularios de Acord que se pueden rellenar previamente. Además del sistema de gestión Jenesis, los servicios de diseño de sitios web de JenesisWeb te brindan la oportunidad de tener todas las necesidades de tu agencia en un solo lugar. Descubre más sobre Jenesis Software Con el sistema de administración de la agencia Jenesis y el diseño del sitio web de JenesisWeb, se manejan todas las necesidades de tu agencia. Descubre más sobre Jenesis Software
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. Descubre más sobre AgentCubed AgentCubed provides the single solution for insurance agencies, combining multiple management solutions into one platform. Descubre más sobre AgentCubed
COMMERCIAL TRUCKING SPECIALISTS! Aviation, Equine, 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, carrier access, CLOUD or LOCAL BASED Descubre más sobre Agency Master COMMERCIAL TRUCKING | CLOUD or LOCAL BASED: Also - Aviation, Equine, General Commercial, & Specialty Lines! Descubre más sobre Agency Master
Plataforma de código abierto para corredurías de seguros para funciones de ventas, servicios, clientes, campañas y reclamaciones, entre otros. Descubre más sobre Macaw Plataforma de código abierto para corredurías de seguros para funciones de ventas, servicios, clientes, campañas y reclamaciones, entre otros. Descubre más sobre Macaw
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. Descubre más sobre Velocity Insurance software for MGAs, Program Admins & Carriers. Handles rating, issuance, doc. mgmt, billing, claims, client portals and more. Descubre más sobre Velocity
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. Descubre más sobre PhoneBurner Cloud-based Power Dialer/CRM - Dial up to 80 contacts/hour, instantly drop voicemail and email, manage contacts and close more sales. Descubre más sobre PhoneBurner
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. Descubre más sobre Commission Tracker for Insurance Tracks and reports all commissions, bonuses and overrides due to each agent as well as policy and agent information. Descubre más sobre Commission Tracker for Insurance
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. Descubre más sobre Eclipse Agency management system that assists insurance firms with policy tracking, documentation, accounting and reporting. Descubre más sobre Eclipse
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. Descubre más sobre BindHQ Web-based Agency Management system for P&C focused MGA's . Intuitive, scalable and secure software that helps you organize your agency. Descubre más sobre BindHQ
Build InsureTech solutions here. Design custom forms connected to our powerful and flexible rating engine, set up payment collection, bind, and issue policies. Perfect for MGAs, Carriers and Program Managers. Empower brokers with direct to consumer solutions. Fully automated, InsureCert pays commission instantly, manages quotes, auto-renew policies and much more. Launch from zero to full policy automation within days. Give brokers what they want, bespoke digital insurance products! Descubre más sobre InsureCert Take insurance program business from zero to full policy automation within days. Enhanced distribution, lower cost & increase sales. Descubre más sobre InsureCert
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. Descubre más sobre Market Quest For Insurance Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized. Descubre más sobre Market Quest For Insurance
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. Descubre más sobre NOBL - Policy Managment SaaS cloud solution for the automation of P&C insurance agencys trust account. Descubre más sobre NOBL - Policy Managment
Bitrix24 es la principal plataforma gratuita de gestión de corredurías de seguros. Utilizada por 4 millones de equipos en todo el mundo. Nube, móvil, de código abierto. CRM gratuito, programación de citas, gestión de agencias, cotizaciones, facturas, contratos, marketing por correo electrónico, calendarios y más. Descubre más sobre Bitrix24 Bitrix24 es la principal plataforma gratuita de gestión de corredurías de seguros. Utilizado por 4 millones de equipos. Nube, móvil, de código abierto. Descubre más sobre Bitrix24
Meticulosamente elaborado, seguro, inteligente e intuitivo es la forma en que se crea el sistema de gestión de la correduría de seguros NowCerts basado en la nube. — Tercerización de certificados de seguros. — Envío de certificados por fax, correo electrónico o correo de los Estados Unidos. — Integración de Quick Book. — Descargas de trasportes de carga. — CRM. — Gestión de políticas. — Todas las formas de acuerdos. — Seguimiento de comisiones. — Formularios de marketing enviados por fax, correo electrónico o correo de los Estados Unidos. — Herramienta de obtención de pérdidas. — Y muchas y exclusivas características más sin costo adicional. El nuevo punto de referencia en la gestión de corredurías de seguros: seguro, inteligente, intuitivo, asequible. Todo lo que necesitas, nada de lo que no te hace falta.
Applied Epic is the industrys most technologically advanced, flexible and secure cloud-based agency management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes. The most widely used cloud-based agency management system in the world.
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 automate referrals, retention, & reviews for insurance agencies with intelligent touch-points & the best handwriting tech available.
Indio Technologies allows insurance agencies to turn their application and renewal process into a fully digital, modern customer experience. The white-labeled platform comes pre-loaded with a database of 4,500 digital smart insurance forms and applications, a full e-signature solution, and secures document sharing. Indio Technologies allows insurance agents to turn their application & renewal process into a fully digital, modern customer experience
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. Cloud based program that provides insurance agents a streamlined enrollment platform to enroll clients in ACA plans in under 5 minutes.
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 400+ live business apps in 30 industries for every business. Get the mobile app for your business in days, not months.
Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows without sacrificing a delightful experience for staff and policyholders. Created by independent agents, the people of HawkSoft take pride in being independently-owned and answerable to agencies that use the system to power their insurance business. HawkSoft continues to evolve into a cutting-edge system that powers thousands of agencies writing personal and commercial risk. Recommended by 97% of agencies. The only agency management system that makes running your business more effective and enjoyable.
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. Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.
Applied Rater automatically fills information into carriers' websites, eliminating redundant typing and saving agents up to 85% of their quoting time. Over 10,000 agents in 46 states use Applied Rater every day to quote auto and homeowners insurance, create proposals and bind policies. Applied Rater was formally SEMCAT Quoting Software. Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time.
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. Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
Un CRM de seguros muy fácil de usar para que puedas dedicar más tiempo a lo realmente importante. Está diseñado para funcionar del mismo modo que el correo electrónico, pero mucho mejor. Por fin puedes deshacerte de Excel. Proporciona una solución completa para administrar tu cartera y mantener contentos a tus asegurados. Y todo sucede automáticamente. Asocia todos tus correos electrónicos a los contactos correspondientes y los conecta a los contratos, compañías y políticas relevantes. Puedes agregar imágenes, adjuntar archivos, agregar notas y mucho más. Aumenta las renovaciones y reduce las pérdidas con un CRM integral para ventas, marketing y atención al cliente.
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. A quick to market, cost efficient solution to managing your Insurance Agency. MPACS highly configurable, robust, agile software.
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. Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.
Agency Matrix 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. Insurance agency management software that lets you nurture and grow your book of business, your staff and your office from anywhere.
Insly es la mejor solución de software de intermediación de seguros en el mercado creada por la recopilación de los mejores y más brillantes desarrolladores de software de seguros. El objetivo en Insly es asistir a los intermediarios de seguros: agentes y corredores de todo el mundo. Ahorrar tiempo y ganar más dinero en seguros, de eso se tratan las soluciones de Insly. Con más de una década de experiencia haciendo que los seguros sean fáciles de usar y comprender, desde los proveedores hasta los usuarios finales. El software para corredores de seguros y agentes fácil de entender, gestionar y comprar.
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.
Surefyre is the platform that insurance runs on. Our software is used by insurers to work seamlessly with agents, easily capture business, automate team management, underwrite efficiently, manage policies, and much more. We allow insurers and agents to easily connect and do business without thinking about technology. Get in touch today to learn how we are bringing the industry together and changing the way business is done in insurance. Cloud-based insurance solution that assists agencies with submission management, underwriting, team communications and custom reporting
Finaeo is a FREE cloud-based digital assistance platform that enables insurance advisors to save time, stay compliant, and streamline their systems to be efficient. Advisors that #RunAdvising with Finaeo has total control over their client relationships, back-office administration, product mix & data. Finaeo, a FREE Digital Assistance platform built for Advisors by Advisors automates back office admin powered by a custom-built CRM.
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, customer invoicing and MI reports that helps analyzing business at your finger tips. Web based Insurance Broker(s) and insurance agent(s) Business management solution at a single server license with unlimited users.
Software de gestión de agencia que incluye ACORD, descarga de operador, tiempo real, descargas de comisiones, creación de imágenes de documentos (escaneo), programación, correo electrónico con Outlook, prospección, centro de atención telefónica, formularios web, ¡entre otros! Administración de la agencia con imágenes de documentos, lo que incluye ACORD, transportista, comisión, descarga de reclamos, entre otros.
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. Integrated software solution that handles policy administration, claims, billing, accounting & reinsurance for P&C insurance companies.
El software de seguros i2go es un sistema potente e integrado, creado para ti en tecnologías de vanguardia. Siendo simple, pero intuitivo, funciona perfectamente en todas las plataformas digitales. Este modelo de negocio único te permite invertir en la mejor solución a través de una asociación sin riesgos. Las devoluciones están garantizadas tanto si eliges los módulos individuales como si vas a una suite completa. i2go es la solución mundial para empresas de seguros, agencias de suscripción, MGA, corredores y bancos.
An insurance agency management solution with business intelligence to organize your data, streamline daily processes, & drive growth. An insurance agency management solution with business intelligence to organize your data, streamline daily processes, & drive growth.
An impressive new version for the best cloud-based Agency Management Software / Maximize your company potential, increase your sales, retain customers, organize tasks and get a high efficiency level keeping you up-to-date with key indicators / AdminSeg is a complete Portfolio Management System, perfect for Insurance Providers, Brokers, Agencies, and every professional in the insurance industry / Already operating in 20 countries / The future of your agency is here. Welcome to AdminSeg V3. Online Administration Software, ideal for Insurance Providers, Brokers, Agencies or any Insurance Professional.
RateFactory simplifies small-group account management for employee benefits agencies by providing one site to upload a census and instantly obtain comparisons with all carriers in the market. Both age-banded and composite rates are shown on the fully-editable, presentation-ready spreadsheets. Either print or electronically show small-group clients and prospects their options, being able to make changes dynamically, including managing employer contributions. Take back your holidays in Q4! Small group rating engine that allows benefits brokers to instantly create presentation-ready spreadsheets comparing all carriers.
AgencyIntel was created by agency owners for agency owners. Our unique product is designed to manage all aspects of your business. Our system offers the ability to track policies, manage commissions, agents and documents with easy to use reports and custom analysis is of paramount importance to every well structured business. One of the most important features with AgencyIntel is personal customizations. Give us your ideas and let us make them a reality. Business management software for insurance agencies with CRM, lead management, and commission tracking capabilities.
Una solución de software de agencia integral. Ya sea que necesites realizar un seguimiento de tus clientes, políticas, contactos clave y comisiones o necesitas automatizar procesos y ofrecer soluciones de vanguardia a tus grupos. Una solución de software de agencia integral.
Comprehensive P&C Agency Management System. Full insurance accounting, commercial submission system, integrated with Outlook mail and calendar. Simple to learn and use. Comprehensive conversions from other systems and very thorough training and after the sale follow up. Complete Insurance agency management system. All download capabilities, ACORDS, submissions and integrates with most rating software.
A complete web-based system that integrates agency management and document storage all in one easy-to-use program. A complete web-based system that integrates agency management and document storage all in one easy-to-use program.
Insureon Solutions is a market access provider for insurance agents. With our software, agents can: - Submit business to multiple top-rated insurance carriers simultaneously. - Manage client information. - Automate routine agency tasks. - Quote personal and commercial insurance solutions. Insureon Solutions is a market access provider for insurance agents.
Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven Quotes Help insurance agents maximize customer life time value using digital insurance wallet, chatbot, and an agent portal.
Online, innovative CRM-based agency management system utilizing modern technologies and methods to increase productivity. Unique features include: SMS/text messaging to your clients; mobile device access from your phone or PDA; Outlook interface; syncs with a variety of comparative raters; agent website interface; AspireCHAT - built in chat feature; automated marketing via email and text messaging; Facebook, Twitter & LinkedIn - integrated within the software. Web-based innovative CRM-based agency management system with built in marketing, text messaging, mobile application and more.
System Solution for Insurance Brokers -SIBRO SIBRO is a software which is highly user friendly and useful for the targeted group of insurance brokers in the Industry. SIBRO is extremely useful software for insurance broking agents facing the system and process issues. Compatible with tablet, mobile , ipad , desktop overall a responsive design. Partners acceptance had been given to SIBRO had been excellent as it contains reports which are automated and real tim User friendly software for insurance brokers,insurance agents and insurance broking company.
Provides brokers efficiency of quoting and enrollment. Personal health questionnaires & custom benefit plan elections for group health. Provides brokers efficiency of quoting and enrollment. Personal health questionnaires & custom benefit plan elections for group health.
GreenWave Commission Management Software alleviates a large volume of administrative burden shouldered by MGAs, brokers, agents, carriers and support personnel. Once the processing of your commission data is automated via GreenWave, your company will see an immediate, positive, impact in profitability. With GreenWave, businesses experience reduced overhead, increased capacity, elimination of payment discrepancies from carriers, and increased loyalty from the producer channel. Commission management software for the insurance industry.
This modern management and reporting too is used for global consolidation of international insurance programs. Policies are stored in a central location, accessible via desktop, tablet, or smartphone. Brokers can provide access to clients with custom permissions. A web portal for insurance brokers to improve international insurance program management and increase client satisfaction.
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. Cloud-based insurance agency platform that helps retain customers, maximize profitability and successfully manage all operations.
InsuranceDrip does it all for you! Content specific to what you sell is sourced and created for you and automatically posted to all your social media, including Facebook, Twitter, Google+ and LinkedIn! Our rich and attractive content creates a Call to Action rather than ineffective solicitations. InsuranceDrip even creates and sends out your monthly email newsletter automatically, which creates more lead opportunities, better client retention, referrals and second-sales opportunities! Turn-key, fully automated digital and social media marketing system for life insurance agencies.
XDimensional Technologies (Brea, CA) desarrolla y comercializa soluciones integrales de procesamiento y distribución de seguros, que facultan y conectan a agentes, corredores, mayoristas, MGA/MGU, administradores de programas, compañías de seguros y titulares de pólizas, impulsando la producción comercial eficiente, una atención al cliente superior y gestión empresarial perspicaz. Estas soluciones se entregan a través de la plataforma de procesamiento de seguros XD y la plataforma Nexsure Agency Management. Nexsure es una plataforma de administración de agencias innovadora e integral para ejecutar, hacer crecer y gestionar tus operaciones de seguros.
Generates risk specific Applications, creates customer Proposals, Insurance Confirmations, Policy Declaration pages, Statement of Value, Certificates of insurance, Claim Reports etc. Generate risk specific Applications, creates customer Proposals, Insurance Confirmations, Policy Declaration pages, Statement of Values
Agency Management System software for your insurance agency that works! Provides powerful and effective features and solutions, all at a very affordable price. Easy and quick client access, ACORD forms, complete customer and policy detail, customizable letters, detailed reporting, while also allowing you to be totally paperless. Agency Management System software for your insurance agency that works!
Affordable online Agency Management system at $250 per user per year. Includes all latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc. Latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc. $250/yr per user
The INSXCloud Broker Platform enables brokers to quote, directly enroll and track applications on the Federally Facilitated Marketplace plus much more. Quickly generate quotes, create PDFs of plan comparisons, enroll your customers in plans, and invite customers to enroll themselves all through an easy to use cloud-based web portal. INSXCloud allows brokers & agents to enroll customers on the FFM on the applicant's behalf, or invite them to complete the application.
C2MS is an innovative Insurance ERP, providing sales pipeline, claims and policy administration. Designed for Commercial and Personal Lines Insurance. C2MS is designed to make it easier and more profitable for organisations to do business via the Internet and to add value to traditional Insurance channels. C2MS can be deployed both On-Premise or within the Cloud. C2MS is an innovative Insurance ERP, providing sales pipeline, claims and policy administration.
Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes. Mobile app designed to increase retention rate and automate day to day tasks such as Certificate Requests and Policy Changes.
Third Eye Solutions is a software company that specializes in lending and loan servicing applications for the financial services industry, helping companies ensure compliance to regulations and mitigate financial/legal risk. Third Eye strives to enhance the end user experience by minimizing the time to market, carrying out analytics, and optimizing workflow automation. The company offers a suite of innovative solutions for commercial and personal lending including factoring and cash advances Software to manage proof of compliance to financial regulations, loan origination, manage a loan portfolio and generate client letters.
Producer Pro incluye todo lo que necesitan los operadores para automatizar y simplificar la administración y gestión del productor, ayudando a tu organización a mejorar la eficiencia, mantener el cumplimiento y reducir el riesgo. Producer Pro de CallidusCloud se basa en la tecnología probada en la nube de CallidusCloud que admite más de 2.5 millones de usuarios y miles de millones de transacciones al mes. Producer Pro incluye todo lo que necesitan los operadores para automatizar y simplificar la administración y gestión del productor.
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/mass texting.
Powerful, easy to use, agency management software with all of the features and tools agents want and expect. Powerful, easy to use, agency management software with all of the features and tools agents want and expect.
Finding the right solution for clients can be challenging, especially when quote multiple carriers and product line Finding the right solution for clients can be challenging, especially when quote multiple carriers and product line
Profida is aimed at all industries of the financial services and insurance sector. It caters for different requirements of any type or size of financial services firms with the Underwriting, Administrator, Professional, and Web Edition. For you as a broker or adviser this means specialised functionality and support to achieve high-sophisticated practice management and high-level client service. Profida is used in both the life and non-life sector. Practice management solution aimed at insurance brokers (life, health and short term) and asset managers.
Sistema de gestión de agencia basado en Internet. Permite a los agentes cotizar, calificar y emitir pólizas en línea. Sistema de gestión de agencia basado en Internet. Permite a los agentes cotizar, calificar y emitir pólizas en línea.
Amsoft is a complete Agency Management Software package featuring policy tracking, full client accounting, commission tracking, coverage screens, integrated word processing, suspensing, e-mailing, over 150 management reports and more. Available optional modules include General Ledger, Payroll and Multi-user. Our ACORD Package and Scanning (Paperless Office) can be added or purchased alone. Our software is $1499 plus options. Discounts and Payment Plans available. Agency Management Software with policy tracking, full client accounting, commission tracking, coverage screens, etc.
Provides policy maintenance, premium accounting, general ledger reporting, premium statistical, and more. Provides policy maintenance, premium accounting, general ledger reporting, premium statistical, and more.
Aplicación de seguros para aseguradores y corredores, amplia y totalmente flexible, con actualizaciones y mantenimiento continuos. Aplicación de seguros para aseguradores y corredores, amplia y totalmente flexible, con actualizaciones y mantenimiento continuos.
An agency managemensystem designed for agencies writing direct bill auto and collecting payments in their office. An agency managemensystem designed for agencies writing direct bill auto and collecting payments in their office.
United Systems and Software, Inc. ("USSI") offers a full line of integrated professional insurance administration systems tailored to meet your specific industries requirements and niche demands. Our software offerings cover a wide variety of industries and lines of business. Since 1979, USSI has been a pioneer in leading edge Insurance Administration Software Systems and Professional Services. Robust software for underwriting, new business processing, policy services, billing, agent commissions, and claims adjudication.
Sistema basado en el cliente que respalda todas las líneas de negocio y múltiples empresas, sucursales, estados e idiomas. Sistema basado en el cliente que respalda todas las líneas de negocio y múltiples empresas, sucursales, estados e idiomas.
From managing policy information to establishing unique business rules, this suite is designed to be user-friendly. From managing policy information to establishing unique business rules, this suite is designed to be user-friendly.
Accounting solution that helps businesses of all sizes with loss registers, management reporting, deposit slips and more. Accounting solution that helps businesses of all sizes with loss registers, management reporting, deposit slips and more.
InsurancePro, ITC's complete agency management system, can handle everything involved in running an insurance agency, including tracking commissions, updating policy data automatically and reconciling payment transactions. InsurancePro will decrease your workload and increase your efficiency thus allowing you to focus on growing your agency. Agency management system designed for independent insurance agencies and brokers.
Automatic Group Benefits es un sistema de automatización de negocios desarrollado específicamente para agentes generales en el sector de beneficios para empleados. AGB permite a los agentes, corredores y transportistas generales aumentar la productividad de sus negocios mediante la incorporación de funciones integradas de gestión de relaciones con los clientes de vanguardia con el presupuesto, valoración, políticas y procesamiento de comisiones. Software de gestión general de agentes para el negocio de beneficios de empleados.
SISE is SISTRAN's solution that manages and administrates all the areas of your insurance company accompanying the growth of your business through the incorporation of additional modules that provide new functionality. The flexibility of the solution allows the parametrization of products of all lines of business and complexity, in an easy and quick way. Thanks to its integrity is possible to obtain on-line consolidated information from any business area. A system that permits the service and administration of sales completely personalized through the telephone.
Integrated Insurance Brokerage System (IIBS) that delivers insurance coverage, renewal, collections, remittance, claims processing, and online financial reports. Insurance brokerage system that delivers insurance coverage, collections, remittance, claims processing, and online financial reports.
El paquete de soluciones de gestión de seguros PREMIA está diseñado para realizar con eficiencia todas las funciones de una empresa de seguros tales como suscripción/administración de pólizas, gestión de siniestros, reaseguros y contabilidad. Algunas de las compañías más reconocidas en el sector global de seguros utilizan las funciones de este paquete de soluciones de software para seguros. El paquete cubre varias clases de negocios tales como propiedades, responsabilidad general, comercial, vida individual/grupal, responsabilidad civil y áreas relacionadas. Solución integrada de gestión para seguros que admite todas las funciones de una empresa de seguros en una plataforma integrada.
Insurance Technologies provides innovative sales automation solutions to the insurance and financial services industries. ForeSight is a mobile point-of-sale illustration platform that supports all aspects of the insurance sales process for multiple lines of business across diverse distribution channels with customized user experience and content branding options. Simplify the selling process while giving agents tools for professional and compliant sales.
Transactor Global Solutions provides a range of insurance software solutions for brokers, insurers and MGAs. From front end web solutions to back office administration, Transactor offers a suite of software products to cover every facet of the insurance policy lifecycle. Since inception the company has enjoyed an impressive growth rate and now employs over 200 staff operating from 4 offices worldwide. Transactor software is trusted by a wide range of organisations, from SME to Enterprise. Transactor insurance software automates business processes and improves customer experience
Plan Management Policy Generation Renewals Discounts Management User Management Document Management Payment history and management Various Business Report Broker and Agent Management Web-based solution for policy management, claims processing and insurance agency administration.
Management, marketing and tracking software designed to assist independent agents and agencies track and run their agency efficiently. Track commissions. Pre-written letters to use to stay in touch with your clients. COBRA Letter included. Management, marketing and tracking software designed to assist independent agents and agencies track and run their agency efficiently.
Un programa de seguimiento de comisiones para el sector de seguros. Realice un seguimiento de todas tus ventas y aplicaciones. Un programa de seguimiento de comisiones para el sector de seguros. Realice un seguimiento de todas tus ventas y aplicaciones.
We make it easy for insurance agents to launch and manage a quality website. We provide you with proven designs to content to hosting. We make it easy for insurance agents to launch and manage a quality website. We provide you with proven designs to content to hosting.
Sircon serves the unique needs of the insurance industry by connecting insurance carriers, agencies and brokers, agents, education providers and state regulators through our comprehensive online network. This network allows companies to manage compliance and producer information, and helps agents get licensed faster. Sircon serves the insurance industry by linking stakeholders via electronic communication and streamlined processes.
Built on Java JEE technology, FirstGen is a multi-line, web-based complete core solution for General Insurance (P&C) insurers, which covers the full value chain of insurance operations. FirstGen is a future-ready application, providing superior user experience, adaptive screens for mobile device access, and broad configuration capabilities in areas of Customization and Product definitions.FirstGen enables Insurers with: 360 degree customer view and omnichannel capabilities. Core General Insurance Policy Administrative System
sohamLife is a fully browser based Life Insurance Management System. It is highly integrated, user-friendly, end-to-end business process system. sohamLife covers the complete lifecycle of the life insurance business including Agent Management, New Business Mgmt, Underwriting, Policy Administration, Claims Management & Reinsurance management. It has integrated Accounting system with extensive data analysis reports. A web browser-based life insurance management system that supports end-to-end business processes of life insurance.
A full software suite for every P&C line of business, including workers' compensation, claims tracking, and A/R billing. You can enter, quote, store and retrieve applications, as well as process all transactions for new, renewal inforce and expired policies. A full software suite for every P&C line of business, including workers' compensation, claims tracking, and A/R billing.
This software is designed to assist with web marketing. 85 percent of insurance purchases are online, so marketing online helps. This software is designed to assist with web marketing. 85 percent of insurance purchases are online, so marketing online helps.
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. 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.
We build a custom software to fit your exact needs. Gives you regular status updates to help you manage your business better. We build a custom software to fit your exact needs. Gives you regular status updates to help you manage your business better.
Our agency management software imports and distributes leads automatically, creates reports, sends alerts, creates quotes, and more. Our agency management software imports and distributes leads automatically, creates reports, sends alerts, creates quotes, and more.
Solution used to execute a number of core policy processes including rating, quoting, binding, issuing, endorsements, and renewals. Solution used to execute a number of core policy processes including rating, quoting, binding, issuing, endorsements, and renewals.
SOA end-to-end comprehensive web-based modular system. Rules-based, table-driven architecture is scalable and easy to customize. SOA end-to-end comprehensive web-based modular system. Rules-based, table-driven architecture is scalable and easy to customize.
Insurance broker management for CRM & financials that helps with features including cuber insurance and legal advise providers. Insurance broker management for CRM & financials that helps with features including cuber insurance and legal advise providers.
Solartis Insure frees you from frustrating constraints of legacy policy administration systems. For rating, quoting, issuance, renewals, and more, our microservices catalog enables you to replace costly components while designing and developing a unique experience for customers while capitalizing quickly on new market opportunities. Solartis Insure provides the microservices technology that supports the full policy life cycle.
Web-based contact management software with sales reporting, leads analysis and monitoring for life and health insurance industry. Web-based contact management software with sales reporting, leads analysis and monitoring for life and health insurance industry.
Securum is a unique out-of the box and highly customizable cloud based solution for SME insurance companies. Securum helps insurance intermediaries providers, agents and brokers all over the world save time, increase productivity and increase revenues while reducing travel insurance fraud. Securum is easy to use and understand, and integrates your workflow with a dynamic content management system that delivers a true online travel insurance shopping experience. Securum is specifically designed to make it easier and more profitable for organisations to do business via the internet
Imprezzio is an insurance marketing automation suite that includes lead management, sales management & reporting analysis Imprezzio is an insurance marketing automation suite that includes lead management, sales management & reporting analysis
Affordable web-based insurance agency management system designed for personal and commercial lines of business. Product information available online at agencyimpact.com Affordable web-based insurance agency management system designed for personal and commercial lines of business.
Life insurance agency back office system for new business, inforce, commission and agent compliance. Meets ACORD and CITS standards. Life insurance agency back office system for new business, inforce, commission and agent compliance. Meets ACORD and CITS standards.
FormFire is an online workflow tool that simplifies the process of quoting, selling and maintaining small group business. Forget using multiple systems to manage groups. We support more of the work that you do than the competition - in one convenient, easy to use tool. Plus its all connected, providing value to everyone - saving time, and helping you make more money. A practical broker-centric technology that creates a streamlined digital pipeline for your agency.
El objetivo es llevar un sistema de gestión de agencias de última generación al alcance de todas las agencias en los EE. UU. Sistema diario/lista de tareas pendientes, notas, historial, descarga de directivas, descarga directa de la comisión de facturación, Integración de calificación, contabilidad total, detalles de política, capacidad de oficina múltiple, alojamiento, interfaz en tiempo real, gestión de contactos, gestión de documentos, procesamiento de textos/combinación de correspondencia. Combinando tendencias antiguas y nuevas, este software incluye funciones como gestión de documentos, presentación en T, libro mayor y un calendario.
Video Customer Acquisition Processes Video Insurance Renewals Live Exchange Claim Settlement / Documents/ Pictures / Videos Video Customer Acquisition Processes Video Insurance Renewals Live Exchange Claim Settlement / Documents/ Pictures / Videos
BriteCore was built from the ground up using the latest modern technology. Deployed using the Amazon Web Services cloud, our enterprise-level software is continually updated to guarantee maximum security, efficiency, and durability at scale. Over 40 insurance carriers, MGAs, and start-ups rely on BriteCore to increase speed to market, improve competitive position, and support growth. All-in-one policy administration and insurance processing system designed for P&C carrier, MGA, and InsureTech companies.
InsureQlik is the best insurance intermediary software solution on the market created by collection of the best and brightest insurance software developers. GIVE YOUR CLIENTS SELF-SERVICE ACCESS TO YOUR AGENCY FROM A COMPUTER, TABLET OR SMARTPHONE. Our goal at InsureQlik is to support insurance intermediaries - agents and brokers all over the world. Insurance software platform that includes components for policy, rating and underwriting, billing, claims, print, CRM, and more.
Total Lead Domination (TLD) CRM is the most effective tool for medical and life insurance sales. With industry specific, fully customizable options TLD is a service that puts call centers far ahead of their competitors. The built -in VoIP softphones make this product not only effective but affordable as well. Total Lead Domination CRM is an affordable option for customer relationship management in medical and life insurance sales.
InsuredHQ's complete sales and policy management system with general ledger integration allows the management of insurance business by any insurance company, broker or agent Policy sales and administration in the cloud for insurers, brokers and agents - ideal for SME, microinsurance and small ticket markets
The accounting system for insurance agents and brokers - contracts, payment, deals, clients accounting; - event reminder; - user managment and access control; - management in scope of insurance types, insurers, sales channels; - secure data storage and transaction; - extensive reporting system; - PC, mobile, tablet adapted; Customer relationship management and accounting contracts system for insurance agents and brokers.
Insurance companies have been slow to adopt and take advantage of mobile devices primarily due to the lack of capability and outdated UI of existing legacy BMS systems. Brokercore is a web based insurance broker management solution that works with any Smart phone and tablet connected to the internet. Full integration with Microsoft Outlook. Auto generated tasks and workflows to effectively manage your time and client needs. Access your client and policy information anytime and anywhere. 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. A web-based software solution for brokers for an end-to-end management of all processes in a modern and efficient way for best results.
ESKA Insures is a comprehensive suite that consists of different software products tailored to meet the largest set of business requirements for the insurance industry. It stands in a unique position for its innovation, powerful core business expertise, integrated support systems, and quality of service
OWLS insurance will administer a policy from inception to claims payout and/or policy termination. This includes all ancilliary features such as: reporting, payments, debits, bank recons, uploading of documents, the sending of claims pre-completed forms, the calculation of reserves etc. OWLSs simple and intuitive web-based interface is designed to help the user. All tasks are accomplished with only 2 buttons. OWLS is a web-based fully fledged insurance management solution with features such as reporting, payments, document uploads, and more.
Veruna es el resultado de años de frustración con la tecnología lo suficientemente buena del sector de seguros. Con la nueva solución de administración de agencias incorporada en la plataforma de Salesforce y sus destacados servicios de consultoría, Veruna desafía a las corredurías de seguros independientes a alejarse del status quo y aceptar el cambio. Veruna tiene el compromiso de permitir que las agencias independientes hagan crecer sus negocios al cambiar la forma en que realizan sus actividades comerciales. Obtén más información en www.veruna.com. La nueva solución de administración de agencias de Veruna desafía a las corredurías de seguros independientes a alejarse del status quo y aceptar el cambio.
Custom built cloud-based insurance rating, submissions, issuance, premium billing, and brokers management system. Custom built cloud-based insurance rating, submissions, issuance, premium billing, and brokers management system.
Web-based enterprise insurance administration system designed for both the group and individual insurance verticals. Web-based enterprise insurance administration system designed for both the group and individual insurance verticals.
QwikSubmit is a web-based Insurance Applications Management Platform meant to simplify and streamline Insurance Application Submission process for both Independent Insurance Agents and General Agencies. A web-based Submission solution built for Independent Insurance Agents and General Agencies.
Msg Life provides digitalization, big data analytics, in-force management, and regulatory compliance to insurance companies Msg Life provides digitalization, big data analytics, in-force management, and regulatory compliance to insurance companies
Cloud solution for life insurance companies working with criminal activity.Includes investigation and case management capabilities. Cloud solution for life insurance companies working with criminal activity.Includes investigation and case management capabilities.
Management system for insurance agencies that integrates reports, sales, customer relations, and payment all into one. 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. Insurance broker automation system on Salesforce Cloud that makes customer engagement, lead generation, and marketing easy.
PRISE packs a scalable and robust portfolio of Product & Policy Management solutions based on a modular approach. You can use it as a fully integrated end-to-end solution or incrementally implement it as you grow. With high-configurability, convenience, and choice, PRISE empowers you to launch new products without writing any code. It is a low-cost, quick-to-implement, modern business platform that is designed to take the pain out of Insurance management. PRISE is a ubiquitous solution suite purpose-built for P&C Insurers
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! Agency management, employer/employee benefit portals, customizable agency e-mail marketing tools.
Fully customisable cloud based insurance management software platform & CRM with complete app to bind process, quoting & reports. Fully customisable cloud based insurance management software platform & CRM with complete app to bind process, quoting & reports.
Effisoft provides software solutions to the Insurance, Reinsurance and Risk Management industries for professionals worldwide. 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. Insurance sales automation solution built on top of Salesforce.com. Can run on its own or integrate with call center tools.
Quote-to-card insurance automation platform that equips insurance companies to present and sell their health plans. Quote-to-card insurance automation platform that equips insurance companies to present and sell their health plans.
Digital payment processing solution that provides unified platform to claim payments, process premiums, engage digitally. Digital payment processing solution that provides unified platform to claim payments, process premiums, engage digitally.
SurePath Network products include SurePath, SurePath B2B for sureties, SureForm Bond Library and eBonding for both contract and commercial bonds. SurePath Network is platform that connects principals, sureties, agents, and obligees for surety bond processing.
We've built an entirely new, more evolved way for startup founders to protect themselves and their businesses by purchasing D&O, as well as employment practices and fiduciary liability insurance. Our program provides market-leading coverage and is fully backed by Munich Re, one of the worlds leading reinsurers. Coverage can be found in less than 60 seconds and at stellar prices. An insurance product for VC-backed tech startups, Embrokers Startup Program lets companies to buy D&O insurance in less than a minute.
Focused on the management of the Life and Pension Funds through the inVITA system. This software consolidates all your insurance needs. Focused on the management of the Life and Pension Funds through the inVITA system. This software consolidates all your insurance needs.
Insurance Software that focuses on managing contacts, quotes, policies and claims. PolicyFlow is a highly configurable solution designed to fit around your business requirements. Streamline your business processes by sharing and requesting information with other applications. Own your data! Effortlessly export clearly defined data blocks and run pre-configured reports. Drive productivity, manage your accounts and understand performance. Insurance Agency Software that focuses on managing contacts, quotes, policies and claims.
Solutions for insurance brokers, financial service providers, banks, insurers, workforce, comparison platforms and online portals Solutions for insurance brokers, financial service providers, banks, insurers, workforce, comparison platforms and online portals