---
description: Discover the best Insurance Policy Software for your organisation. Compare top Insurance Policy Software tools with customer reviews, pricing and free demos.
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title: Best Insurance Policy Software - 2026 Reviews, Pricing & Demos
---

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# Insurance Policy Software

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## Products

1. [AdInsure](https://www.softwareadvice.co.uk/software/98153/adinsure) (0 reviews) — AdInsure is a line-of-business agnostic insurance platform that helps insurers adapt to industry changes. It enables ...
2. [GO-INSUR](https://www.softwareadvice.co.uk/software/191686/go-insur) (0 reviews) — Go-Insur is the next generation in digital insurance software, empowering Brokers, Insurers and MGAs to adapt quicker...
3. [Jenesis Software](https://www.softwareadvice.co.uk/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews) — Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various...
4. [NowCerts](https://www.softwareadvice.co.uk/software/64793/nowcerts) — 4.8/5 (150 reviews) — NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities includ...
5. [Hourly](https://www.softwareadvice.co.uk/software/104177/hourly) — 4.8/5 (113 reviews) — Hourly is a time-tracking and payroll management solution that allows small businesses to automatically track time, r...
6. [A1 Tracker](https://www.softwareadvice.co.uk/software/76056/a1-tracker) — 4.9/5 (79 reviews) — A1 Tracker Contract Management Software is a cloud-based contract management \&amp; lifecycle platform. A1 Tracker's f...
7. [Compulife Quote Software](https://www.softwareadvice.co.uk/software/84566/compulife-quote-software) — 4.9/5 (61 reviews) — Designed for the insurance industry, Compulife Quote Software is a web-based software that helps businesses with prov...
8. [pVerify](https://www.softwareadvice.co.uk/software/331869/pverify) — 4.3/5 (41 reviews) — pVerify is a real-time insurance eligibility verification solution for medical, dental, and vision providers. The sof...
9. [Sembley](https://www.softwareadvice.co.uk/software/450093/Sembley) — 5.0/5 (40 reviews) — Sembley redefines the insurance submissions and renewals landscape for commercial property and casualty (P\&amp;C) ins...
10. [Eclipse](https://www.softwareadvice.co.uk/software/69421/eclipse) — 4.9/5 (33 reviews) — Eclipse is an insurance agency management system for independent insurance agents with both on-premise or cloud-based...
11. [Billy](https://www.softwareadvice.co.uk/software/402551/billy) — 4.7/5 (31 reviews) — Billy is a risk management solution that helps reduce friction between businesses. You can automate the verification ...
12. [Agency Advantage](https://www.softwareadvice.co.uk/software/319872/agency-advantage) — 4.9/5 (27 reviews) — Agency Advantage is an agency management software designed to help businesses streamline customer retention and boost...
13. [Macaw](https://www.softwareadvice.co.uk/software/266247/macaw) — 3.6/5 (22 reviews) — Functionality Macaw AMS is a cloud-hosted Insurance Agency Management platform that supports end to end functions of ...
14. [mPACS](https://www.softwareadvice.co.uk/software/326041/mpacs) — 4.4/5 (19 reviews) — MPACS is a complete solution for managing your database of quotations, policies and claims. The software includes rat...
15. [ProNavigator](https://www.softwareadvice.co.uk/software/317635/sage) — 4.7/5 (18 reviews) — ProNavigator is purpose-built for underwriters, claims and operations teams, and agencies to organize all of their gu...
16. [MediClaims](https://www.softwareadvice.co.uk/software/433465/mediclaims) — 3.9/5 (18 reviews) — MediClaims is a comprehensive claims management software for small to large-sized medical and dental practices. MediC...
17. [Surefyre](https://www.softwareadvice.co.uk/software/53433/surefyre) — 4.6/5 (17 reviews) — Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents....
18. [Insly](https://www.softwareadvice.co.uk/software/42251/insly) — 4.9/5 (17 reviews) — Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014. Insly deliv...
19. [Velocity](https://www.softwareadvice.co.uk/software/43332/velocity) — 4.1/5 (15 reviews) — Velocity is a cloud-based agency management system for property and casualty insurance carriers. It helps users handl...
20. [Partner XE](https://www.softwareadvice.co.uk/software/43120/partner-xe) — 4.1/5 (14 reviews) — Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabi...
21. [Better Agency](https://www.softwareadvice.co.uk/software/183037/better-agency) — 4.0/5 (13 reviews) — Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, camp...
22. [Surfly](https://www.softwareadvice.co.uk/software/345655/surfly) — 4.7/5 (13 reviews) — Surfly provides co-browsing and collaboration technology that lets you upgrade any conversation, from any channel as ...
23. [ISI Core](https://www.softwareadvice.co.uk/software/61199/isi-enterprise) — 4.2/5 (12 reviews) — ISI Core (formerly ISI Enterprise) is a comprehensive P\&amp;C insurance platform that helps carriers and MGAs get res...
24. [AgentCubed](https://www.softwareadvice.co.uk/software/124696/agentcubed) — 4.4/5 (10 reviews) — AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users aut...
25. [tigerlab](https://www.softwareadvice.co.uk/software/60659/i2go) — 4.9/5 (10 reviews) — tigerlab is a global insurance technology provider and the creator of the tiger Insurance Suite. The company delivers...

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## Related Categories

- [Insurance Software](https://www.softwareadvice.co.uk/directory/4506/insurance/software)
- [Expense Report Software](https://www.softwareadvice.co.uk/directory/427/expense-management/software)
- [Insurance Rating Software](https://www.softwareadvice.co.uk/directory/3377/insurance-rating/software)
- [Commercial Insurance Software](https://www.softwareadvice.co.uk/directory/4760/commercial-insurance-software/software)
- [Workforce Management Software](https://www.softwareadvice.co.uk/directory/374/workforce-management-software/software)

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| en | <https://www.softwareadvice.com/insurance/policy-comparison/> |
| en-AU | <https://www.softwareadvice.com.au/directory/3320/policy/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/3320/policy/software> |
| en-IE | <https://www.softwareadvice.ie/directory/3320/policy/software> |
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Its intuitive interface and customizable workflows enable users to tailor the system to their specific requirements, enhancing efficiency and productivity. Jenesis' Web-based system offers flexibility allowing agents to work remotely, collaborate seamlessly, and provide superior service to clients on the go. Jenesis also offers website design and digital marketing services making Jenesis a comprehensive solution for insurance agencies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/212790df-d3e4-4189-98f3-57767ccf1b0e.jpeg","url":"https://www.softwareadvice.co.uk/software/62001/jenesis-agency-management","@type":"ListItem"},{"name":"NowCerts","position":4,"description":"NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities include commission tracking, task management, claims management, reporting, self-service certificates, reminders, calendars, dashboards and e-signature.\n\n\nUsers can create projects, assign tasks and track project progress. Acord forms are available in various formats which can be edited, signed, e-mailed, faxed and saved. The solution enables users to create invoices, make payments and issue receipts. Additionally, users can receive automated reminders as their renewal date approaches.  \n\n\nThe solution lets users track agency and agent commissions, agency fees and carrier fees. Also, users are able to issue their own certificates. NowCerts integrates with multiple applications such as Google Drive, Gmail, QuickBooks, SignNow, Zapier and Twilio.\n\n\nNowCerts is priced on a per month per agency subscription basis, and support is provided via an online helpdesk, email, live chat and over the phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1eb521ab-ffcd-42fb-8614-ccba44e4e834.jpeg","url":"https://www.softwareadvice.co.uk/software/64793/nowcerts","@type":"ListItem"},{"name":"Hourly","position":5,"description":"Hourly is a time-tracking and payroll management solution that allows small businesses to automatically track time, reduce payroll processing errors and improve payroll transparency between employer and employee. As a comprehensive time-tracking solution, Hourly provides businesses with GPS tracking and real-time alerts to keep track of who's working and exactly where employees are at. Key features digital timecards, payroll processing, job costing, custom pay schedules and rates, detailed payroll reports, automatic tax filling, real-time geofencing alerts, built-in compliance, audit logs and more.\n\nHourly delivers second-by-second time tracking to help businesses stay on budget while keeping track of all employees in real-time with location-based clock-ins and clock-outs.  Hourly automatically collects all time entries and delivers them to Hourly's integrated payroll system. Businesses can run payroll for employees and contractors with just the click of a button. Employees can view paystubs, fill out and view tax forms and edit personal details with Hourly's mobile app. Hourly helps managers monitor overtime and enforce employee breaks with audit logs and detailed time reports. Hourly will automatically file state and federal taxes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/677f1bad-915c-462e-976e-80e03be736df.png","url":"https://www.softwareadvice.co.uk/software/104177/hourly","@type":"ListItem"},{"name":"A1 Tracker","position":6,"description":"A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform.\n\n\nA1 Tracker's features include contract approval workflow, documents, vendors, audits, reminder notifications, templates, certificates of insurance, and more. The platform enables users to track contracts of any type, including NDA, buy-side (vendor agreements), and sell-side contracts (sales agreements). Additionally, contract dashboards & forms allow users to run analytical reports, batch update renewals, import & export data, and prioritize activity. The portal gives limited access for users to submit updates or documents.\n\n\nBoth on-site and cloud-hosted options available with SSL, VPN, & data encryption security features. A1 Tracker can integrate with CRM, manufacturing, and ERP software. Pricing is available on request. Professional training is provided. Support is available via email, phone, and online help.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/861f65a4-1a65-4cd4-92bd-dea7ba2e4fe0.jpeg","url":"https://www.softwareadvice.co.uk/software/76056/a1-tracker","@type":"ListItem"},{"name":"Compulife Quote Software","position":7,"description":"Designed for the insurance industry, Compulife Quote Software is a web-based software that helps businesses with providing quotes for insurance offerings. \n\nCompulife Quote Software’s features consist of responsive design, mobile access, customizable forms, and insurance quotes.\n\nCompulife Quote Software subscriptions are offered on an annual basis and support is provided via email, phone, and online tutorials.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/af1f1ec9-8baf-478c-ae20-9dee61dbbc60.png","url":"https://www.softwareadvice.co.uk/software/84566/compulife-quote-software","@type":"ListItem"},{"name":"pVerify","position":8,"description":"pVerify is a real-time insurance eligibility verification solution for medical, dental, and vision providers. The software offers APIs for eligibility, prior authorization, claim status, and more. It also provides batch eligibility verification services and a cloud-based eligibility portal.\n\npVerify allows healthcare professionals to parse eligibility benefits at a deeper level, extracting detailed coverage information. This allows providers to have complete visibility into a patient's benefits. Additionally, the platform also integrates with EHR and practice management systems for streamlined workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c233ea58-1a02-45a0-8663-7b99967c3737.png","url":"https://www.softwareadvice.co.uk/software/331869/pverify","@type":"ListItem"},{"name":"Sembley","position":9,"description":"Sembley redefines the insurance submissions and renewals landscape for commercial property and casualty (P&C) insurance brokers and agencies through its cloud-based technology.\n\nThe platform’s advanced yet intuitive interface simplifies the entire client data collection process. By using customizable, shareable intakes, Sembley gathers essential information for any set of ACORD forms, automatically transferring the data to create precise and complete applications. This method boosts operational efficiency, reduces manual errors, and saves valuable time for both agents and clients.\n\nWhether you’re focused on onboarding new clients or processing renewals, Sembley is engineered to optimize your workflow, elevate client experiences, and drive sustainable growth for your insurance business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/596ef0e9-8d17-44e4-8684-82042426e48d.jpeg","url":"https://www.softwareadvice.co.uk/software/450093/Sembley","@type":"ListItem"},{"name":"Eclipse","position":10,"description":"Eclipse is an insurance agency management system for independent insurance agents with both on-premise or cloud-based deployment. It provides features for single agencies as well as multi-agency locations of all sizes.\n\n\nThe system helps agencies manage customers, policies, claims, company and producer commissions, financials and documentation.\n\n\nEclipse features ACORD form filling, ledger accounting, accounts payable, accounts receivable, agency and direct billed billing and reconciliation, advanced reporting and carrier downloads.\n\n\nComprehensive reporting to manage agency growth, retention, activity and track agency financials is also available.\n\n\nEclipse offers integration with business solutions such as QuickBooks, InsureSign, Rpost, Agency Revolution and more.\n\n\nPhone, email and live chat support are available through this vendor.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f54d7dfe-d9fe-47a2-b3b9-f490c7a731bf.png","url":"https://www.softwareadvice.co.uk/software/69421/eclipse","@type":"ListItem"},{"name":"Billy","position":11,"description":"Billy is a risk management solution that helps reduce friction between businesses. You can automate the verification of insurance, licenses and compliance documents of your vendors, suppliers and tenants in minutes. \n\nBilly helps companies centralize compliance documents such as certificates of insurance, licenses, vaccines, training records, W9, vendor applications and tenant applications in one location. \n\nBilly works with all-sized businesses across the globe to build out a digital platform that transforms risk into opportunity.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b7520b6e-e754-499c-b060-7fc8ea1d16be.png","url":"https://www.softwareadvice.co.uk/software/402551/billy","@type":"ListItem"},{"name":"Agency Advantage","position":12,"description":"Agency Advantage is an agency management software designed to help businesses streamline customer retention and boost sales, profit and renewals. Key features include document management, quotes/estimates, claims management, cancellation tracking and contact management.\n\nTeams using Agency Advantage can create marketing campaigns to round their accounts, manage the operational and trust accounts with Quickbooks integration, send text messages to individual clients and generate comparative ratings by integrating the platform with various rating applications. Additionally, users can scan documents, photos and other items to the customers' folders, which can be saved for future reference. \n\nAgency Advantage offers a complete diary system that allows agents to follow up on change requests, letters, notes and more. It is available on monthly subscriptions and support is extended via online inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d5ea42d4-9902-426f-beea-d50a6b2a4719.png","url":"https://www.softwareadvice.co.uk/software/319872/agency-advantage","@type":"ListItem"},{"name":"Macaw","position":13,"description":"Functionality\n\nMacaw AMS is a cloud-hosted Insurance Agency Management platform that supports end to end functions of Brokers, MGAs & Lloyds Coverholders. Both Retail and Wholesale Broking can be supported with Macaw AMS. \n\nMacaw AMS has an in-built CRM. \n\nIt supports New Business and Renewals comprehensively. \n\nHighly complex Rating and Underwriting logic can be embedded. \n\nIt supports Claims Intimation and Tracking. \n\nIt comes with a detailed Billing and Payables component that caters to Carrier Extracts as well. \n\nThe system has built-in Document Management System, Rules and Workflow components, and an engine to report, visualize and analyze operational data. \nIntegrations are available with OFAC checker, Payment Gateway, eSign, email marketing. \n\nMacaw AMS enables the Customers, Producers as well as Carrier Partners to self serve with the help of the specialized portals.\n\nFollowing are some of the business benefits of using Macaw AMS\n\n1.\tImprove efficiency with Single Customer View\n\nThis MGA had a portfolio of high-volume and low ticket-size Policies. At renewal, they were used to get a lot of calls that required attention of the customer support team. As a result, a lot of effort was needed to maintain a good renewal ratio.\n\nThe customer support team resolved the issue using the single customer view facility of Macaw. This facility enabled the team to get all the data relevant for the customer at one place including the opportunities, quotations, policies, claims, service requests and contact details with a view of the consolidated portfolio. \n\n2.\tImprove Renewals Ratio with automated campaign\n\nOne of our Customers had a policy portfolio that was distributed across customer segments and different lines of insurance. Due to heavy competition from aggregators as well as other carriers / brokers, they had to depend heavily on the outgoing calls at the time of renewal and spent a lot of time and effort in the process.\n\nWith Macaw’s automated renewal process, they could identify the renewals well in advance between 90 and 180 days, they could categorize the renewals into low-touch and manual, they could adopt different channels across the segments (fully digital workflow for the low-touch segment and auto-allocation to customer service agents for manual segment), they could organize drip campaigns by email and sms, and could reduce effort involved by automatic issuance of policies. The renewal ratio could be improved and customer service team was spending less effort.\n\n3.\tImprove accuracy with in-built underwriting and rating engines\n\nOne of our Customers, an MGA, had a complex set of products for which the underwriting and rating was manual due to the inherent complexity. This had two implications, key persons were needed to work the quotations and it was very difficult to maintain uniform criteria.\n\nWith Macaw’s automated underwriting, rating and surplus lines tax and fees components, the MGA could deliver automated underwriting and rating for all its products, resulting in a significant reduction of time to produce a quote.\n\n4.\tImprove efficiency using integrated invoicing and statement of accounts\n\nIt takes a lot of effort to execute accounting activities separately from the Agency Management System, possibly through usage of spreadsheets. \n\nWith Macaw, where the invoicing and commissions processes are fully automated and integrated with the policy management functions, the MGA could achieve the same objectives with lower time and effort.\n\n5.\tVisualize, assess and report on accumulated information from ops \n\nOne of our Customers, an MGA, had a process of extracting data / reports from the system, and was manually analysing the same for reporting the business results. This was a significantly complex process requiring significant time. \n\nWith Macaw’s Explorer facility, which provides the ability to consolidate operational data, to automate reporting and to create visualizations, the MGA could significantly improve.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/94f7c977-d542-44da-b87d-d32161c8504b.png","url":"https://www.softwareadvice.co.uk/software/266247/macaw","@type":"ListItem"},{"name":"mPACS","position":14,"description":"MPACS is a complete solution for managing your database of quotations, policies and claims. The software includes rating, documentation, workflow, diary and auditing. On-premises or in the cloud solutions are available. The 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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/70425e0b-c9fe-49bb-8543-bc23377824fd.png","url":"https://www.softwareadvice.co.uk/software/326041/mpacs","@type":"ListItem"},{"name":"ProNavigator","position":15,"description":"ProNavigator is purpose-built for underwriters, claims and operations teams, and agencies to organize all of their guidelines, wordings, operating procedures, marketing material and more. We simplify and speed up accessing information for your staff so that you can retrieve mission-critical insurance content in seconds, lower average handling time by significant margins, leverage contextual AI search and cut down on overhead costs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/184a799d-04f7-4069-a1e3-eaed3a058b10.jpeg","url":"https://www.softwareadvice.co.uk/software/317635/sage","@type":"ListItem"},{"name":"MediClaims","position":16,"description":"MediClaims is a comprehensive claims management software for small to large-sized medical and dental practices. MediClaims lets staff members handle claim pre-certifications, track referrals, process payments, manage capitation and track agent commissions on a centralized platform. \n\nThe compliance management module lets business leaders manage operations related to W-2 forms and electronic filing, HIPAA EDI compliance tracking, 835 RARC code mapping, PCORI and transitional reporting and more. It also enables administrators to define user roles and configure access rights, restricting individuals from viewing and updating specific information. The platform can be adapted to handle your organization’s day-to-day business needs and allows you to track agent commissions on an employee-by-employee basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a33d1160-21f7-4529-b030-2921e21da49f.png","url":"https://www.softwareadvice.co.uk/software/433465/mediclaims","@type":"ListItem"},{"name":"Surefyre","position":17,"description":"Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers, including property, casualty, life and health care insurance providers.\n\n\nKey features include a customer information system, commission tracking, document generation, task assignment and multichannel communication. The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices.\n\n\nThe built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commission generated. It's also able to track commission generated by third-party agents and carriers. The automatic workflow engine guides agents through various steps of completing policy - from submitting documents to communicating policy details to clients.\n\n\nSurefyre is available on per user per month subscription that includes support via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f9f53acc-a1e8-42d4-af89-bd31f697eeba.png","url":"https://www.softwareadvice.co.uk/software/53433/surefyre","@type":"ListItem"},{"name":"Insly","position":18,"description":"Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014. Insly delivers a scalable solution for C-Suite employees and underwriters looking to launch and distribute new products. Additional services like accounting, reporting, and claims management tools further enhance the platform's capabilities for streamlining and optimising insurance selling and admin processes.\n\nYou can use Insly for:\n- Launching your insurance product\n- Distributing your insurance product\n- Accounting, reporting and data capture\n- Claims management and handling","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8bdde336-7179-41e2-b375-4940cc5d2162.png","url":"https://www.softwareadvice.co.uk/software/42251/insly","@type":"ListItem"},{"name":"Velocity","position":19,"description":"Velocity is a cloud-based agency management system for property and casualty insurance carriers. It helps users handle the needs of general agents, program administrators, wholesalers, carriers, reinsurers and retailers. The core features include mass solicitation and renewals, claims management, HTML templates, automated workflow scripts and fiduciary accounting.\n\n\nThe carrier bundle is a package that can be added to the agency management system for rating and issuance functionality. It provides automation and processing capabilities for the creation of new policies, renewals and mid-term endorsements. The carrier bundle also includes a claims management module where claims are paid and administered.\n\n\nVelocity provides macro-coding tools that execute client defined internal and external processing tasks. Users can also internally create their own tasks like workflow invocations, rules-based underwriting and application validations and qualifications. The scripting engine allows the system to talk to other computers on the internet and exchange, import and validate data.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8f8244ce-7274-43a9-b348-a47338ca5cc8.png","url":"https://www.softwareadvice.co.uk/software/43332/velocity","@type":"ListItem"},{"name":"Partner XE","position":20,"description":"Partner Platform’s agency management system (Partner XE) 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.\n\n\nEasily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c481432f-38d8-46db-bf6b-c1d8a7d3f592.png","url":"https://www.softwareadvice.co.uk/software/43120/partner-xe","@type":"ListItem"},{"name":"Better Agency","position":21,"description":"Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, campaigns, conversion tracking, reviews, claims and cross-selling. Key features include document management, insurance rating, policy management, email marketing, task management, document storage and workflow management.\n\n\nTeams using Better Agency can automate tasks, emails, texts and notifications to staff members, clients or prospects. Using the dashboard, managers can gain insights into the premium sold and commissions generated by their agencies. Additionally, with pre-built email templates, the platform enables businesses to engage with their clients across the entire renewal process.\n\n\nThe application facilitates integration with Zapier, which allows insurance agencies to integrate the solution with a variety of tools and ensure the automation of claims processing. Better Agency is available on a monthly subscription basis and support is extended via email, live chat and inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4bcde5b9-c63e-4fb3-b3eb-6407eaad8acf.png","url":"https://www.softwareadvice.co.uk/software/183037/better-agency","@type":"ListItem"},{"name":"Surfly","position":22,"description":"Surfly provides co-browsing and collaboration technology that lets you upgrade any conversation, from any channel as if you are sitting side-by-side. Co-browsing session instantly begins in a browser window using a link or clicking a button. Main features of this platform include screen sharing, multi-person voice and video chat, action logs, single sign-on, file sharing, and collaborative document annotation and editing.\n\nSurfly can also be easily customised to fit any customer experience flow. You can launch co-browsing sessions directly from your website and even customize the flow in such a way that it perfectly matches your website’s look and feel. With our fully documented API, you can quickly integrate Surfly into other chat solutions, CRM systems, and call center platforms.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/63247e56-e86d-4bc5-8172-7a6088324b34.png","url":"https://www.softwareadvice.co.uk/software/345655/surfly","@type":"ListItem"},{"name":"ISI Core","position":23,"description":"ISI Core (formerly ISI Enterprise) is a comprehensive P&C insurance platform that helps carriers and MGAs get results through every step of the insurance lifecycle. \n\nOur solution unites Policy Administration, Billing, Claims, Accounting, and Reinsurance with configuration and analytics tools, extended by ISI AI and ISI Portal.\n\nWith ISI Core, insurers can better manage risk through enhanced underwriting precision and exposure management. They can unlock insights with unified, real-time data across the enterprise. ISI Core helps enhance operational efficiency by streamlining customer, team, and broker experiences. It also enables insurers to drive sustainable growth by launching products faster while lowering total cost of ownership. \n\nAvailable as a full suite or standalone modules, ISI Core delivers a proven path from implementation to impact, helping insurers and MGAs better manage risk, enhance efficiency, and achieve sustainable growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a4c98d1e-1636-45ec-9236-6785be94fb32.png","url":"https://www.softwareadvice.co.uk/software/61199/isi-enterprise","@type":"ListItem"},{"name":"AgentCubed","position":24,"description":"AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workflows, manage the relationship and generate leads by skills-based routing. The solution is cloud-based and offers sales automation, customer service and support, quoting tools, calendars, web self-service, call center, field service, and knowledge management. It connects with lead providers and aggregators to provide updated information on potential clients. Lead management module integrates inside sales with field sales and lead distribution.\n\n\nAgentCubed provides customer report builder feature that allows users to analyze hundreds of data points in multiple combinations to improve sales efforts. It also provides down-line analytics for tracking brokers, affiliates, regions and satellite offices. The activity dashboards provide a view of key performance metrics for all down-lines. Line-of-sight access can also be granted to down-line users so that those users only see the data that is relevant to their sub group. The solution is a fit for medium to large sized insurance companies. Support is offered via email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1381fd8d-6c71-4b08-a908-9dd895de09fd.png","url":"https://www.softwareadvice.co.uk/software/124696/agentcubed","@type":"ListItem"},{"name":"tigerlab","position":25,"description":"tigerlab is a global insurance technology provider and the creator of the tiger Insurance Suite. The company delivers a cloud-native, modular platform that enables insurers to replace legacy systems, launch new insurance products quickly, and automate the entire insurance lifecycle—from quote and underwriting to policy administration and claims. By combining modern architecture with automation and scalability, tigerlab helps insurers innovate faster, improve operational efficiency, and deliver better digital experiences to customers and partners.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ce225dd1-5867-4208-8890-36c57fdf2d4c.png","url":"https://www.softwareadvice.co.uk/software/60659/i2go","@type":"ListItem"}],"numberOfItems":25}
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