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

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# Insurance Rating Software

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## Products

1. [Applied Epic](https://www.softwareadvice.co.uk/software/441710/applied-epic) — 4.2/5 (141 reviews) — Applied Epic is an agency designed to help insurance agencies improve their processes, offering a multitude of benefi...
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. [EASA](https://www.softwareadvice.co.uk/software/360898/easa-cpq) — 4.3/5 (14 reviews) — EASA is the leading software tool for those businesses currently using highly developed and complex Excel spreadsheet...
4. [s.360](https://www.softwareadvice.co.uk/software/409575/s-360) — 5.0/5 (3 reviews) — s.360 is a cloud-based life underwriting solution for insurers and reinsurers. The modular ecosystem fits any project...
5. [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...
6. [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...
7. [TurboRater](https://www.softwareadvice.co.uk/software/296070/turborater) — 4.3/5 (142 reviews) — TurboRater, developed by Zywave, is a highly sophisticated rate comparison tool designed specifically for use in the ...
8. [EZLynx](https://www.softwareadvice.co.uk/software/74031/ezlynx) — 3.7/5 (73 reviews) — EZLynx provides innovative insurance software that streamlines an agency’s workflow and manages the end-to-end policy...
9. [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...
10. [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 ...
11. [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...
12. [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....
13. [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...
14. [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...
15. [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\&C insurance platform that helps carriers and MGAs get res...
16. [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...
17. [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...
18. [Cooper Rose Digital Full Suite](https://www.softwareadvice.co.uk/software/118044/cooper-rose-digital) — 4.7/5 (10 reviews) — Cooper Rose Digital is a suite of modules such as product distribution, policy management, rating engine, documentati...
19. [Financial Services Cloud](https://www.softwareadvice.co.uk/software/331364/salesforce-fin-serv-cloud) — 4.8/5 (5 reviews) — Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance in...
20. [Quoteplicity](https://www.softwareadvice.co.uk/software/521054/Quoteplicity) — 5.0/5 (5 reviews) — Quoteplicity is a cloud-based quoting solution designed for insurance agents and agencies. The platform caters to a r...
21. [InsFocus BI](https://www.softwareadvice.co.uk/software/279973/insfocus-bi) — 4.8/5 (4 reviews) — InsFocus BI is an insurance policy software designed to help businesses build, view and analyze insurance reports. Th...
22. [InsureCert](https://www.softwareadvice.co.uk/software/167113/insurecert) — 5.0/5 (3 reviews) — InsureCert is a cloud-based insurance solution that enables agents and brokers to organize policy-related data and sh...
23. [BriteCore](https://www.softwareadvice.co.uk/software/128209/britecore) — 4.3/5 (3 reviews) — BriteCore provides P\&C insurers with a cloud-native core insurance platform designed to drive business growth, en...
24. [SideCare](https://www.softwareadvice.co.uk/software/217438/hoggo) — 5.0/5 (3 reviews) — Hoggo offers all businesses a 100% free platform with features going from onboarding, attendance management, bookeepi...
25. [Agency Suites](https://www.softwareadvice.co.uk/software/43088/agency-suites) — 4.0/5 (2 reviews) — With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform ...

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## Related Categories

- [Insurance Policy Software](https://www.softwareadvice.co.uk/directory/3320/policy/software)
- [Expense Report Software](https://www.softwareadvice.co.uk/directory/427/expense-management/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)
- [Onboarding Software](https://www.softwareadvice.co.uk/directory/1396/employee-onboarding/software)

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| en | <https://www.softwareadvice.com/insurance/insurance-rating-comparison/> |
| en-AU | <https://www.softwareadvice.com.au/directory/3377/insurance-rating/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/3377/insurance-rating/software> |
| en-IE | <https://www.softwareadvice.ie/directory/3377/insurance-rating/software> |
| en-NZ | <https://www.softwareadvice.co.nz/directory/3377/insurance-rating/software> |
| fr | <https://www.softwareadvice.fr/directory/3377/insurance-rating/software> |

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Increase operational efficiency and reduce running costs with HubSpot CRM integration for seamless policy and customer management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a0c41220-eead-4c14-b67a-5702c22de60a.png","url":"https://www.softwareadvice.co.uk/software/191686/go-insur","@type":"ListItem"},{"name":"EASA","position":3,"description":"EASA is the leading software tool for those businesses currently using highly developed and complex Excel spreadsheets, including those with macros/VBA, for critical functions but are being hindered by the common limitations such as poor data and IP protection, version confusion, unreliable portability and inability to leverage data because it is spread out across the enterprise. \n\nEASA eliminates these issues while also providing you the ability to make powerful enhancements to your spreadsheet application including:\n- incorporating full relational database functionality with central storing of all spreadsheet data, \n- workflow management such as approvals and e-signatures, \n- integration with, and in some cases into other systems such as CRM, ERP and corporate databases, \n- integration with other software tools,\n- replacing the spreadsheet based user interface with a browser accessed web page ideal for remote office situations as well as for SaaS type solutions,\n- Mobile device access is enabled.\n\nEASA customers benefit from a solution that first appeared in 2003, and one that customers build their own \"Excel to Web\" applications without any programming (low code architecture) and installed on your network or cloud of choice. \n\nCommon applications include CPQ, financial modeling, insurance raters and engineering calculators but applications are as diverse as spreadsheets themselves. \n\nEASA is almost always a far less expensive, faster, easier to maintain, scalable and less risky solution compared to writing custom code from scratch or replacing with a costly and often inflexible single purpose commercial tool.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/94a46aae-f7f1-419a-93c7-94d023b523bd.png","url":"https://www.softwareadvice.co.uk/software/360898/easa-cpq","@type":"ListItem"},{"name":"s.360","position":4,"description":"s.360 is a cloud-based life underwriting solution for insurers and reinsurers. The modular ecosystem fits any project or size of the company, allowing users to automate their underwriting processes, preset case journeys, and structure underwriting data for deeper analytics insights all at once. With its top technology stack and API-first approach, users can easily integrate s.360 with their own favorite apps and tools to design their unique cases journey.\n\nThe platform assesses health and lifestyle risks in an elegant and autonomous way, giving users full control over the flow of cases. It offers a wide variety of risk analysis channels, including predictive models, interviews, automated underwriting, accelerated underwriting, lab exams, and underwriting manuals, among other incredible features. Certified by QMS on ISO 9001 and 27001, the platform is made with user testing and run by agile teams.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4f11fcf6-960a-4f3d-9ef0-4db6ee2f1e7b.png","url":"https://www.softwareadvice.co.uk/software/409575/s-360","@type":"ListItem"},{"name":"Jenesis Software","position":5,"description":"Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a wide array of features tailored to streamline workflows, enhance client relationships, and boost productivity. From policy management and quoting to customer relationship management (CRM) and reporting, Jenesis provides a centralized hub for all essential agency functions. 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":6,"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":"TurboRater","position":7,"description":"TurboRater, developed by Zywave, is a highly sophisticated rate comparison tool designed specifically for use in the insurance sector. Its primary utility lies in its capability to streamline the rating process for personal lines of insurance, thereby optimizing efficiency and accuracy in generating insurance quotes. This platform serves as a crucial technological advancement for insurance agencies aiming to enhance their operational dynamics, revenue generation, and client satisfaction levels.\n\nThe core functionality of TurboRater revolves around its ability to furnish multiple insurance quotes from a diverse range of carriers rapidly and accurately, all from a single entry point. This eliminates the traditionally time-consuming and error-prone practice of inputting quote information into multiple carriers' websites or systems. By significantly reducing the opportunity for data entry errors and decreasing the time needed to quote a policy, TurboRater empowers producers and customer service representatives (CSRs) to allocate more of their valuable time towards new sales endeavors and customer retention activities.\n\nOne of the standout features of TurboRater is its built-in underwriting rules, which permit users to quickly comprehend coverage and price options from various carriers. This system not only streamlines the decision-making process for agents but also ensures that customers are presented with the most appropriate coverage options at the best prices. The efficiency introduced by TurboRater thus directly contributes to improved client satisfaction, as it facilitates a more tailored and expedient service offering.\n\nFurthermore, TurboRater boasts a quotation platform designed to maximally diminish the time spent on quoting policies. This platform is supported by automated processes and single-entry data forms, combined with access to an extensive compilation of carriers. Such features position TurboRater as a formidable tool in saving time and improving operational efficiency within an agency. Consequently, agencies adopting TurboRater can anticipate a noticeable reduction in time expenditure on employee training and onboarding, due to the system’s intuitive design and straightforward data entry protocol.\n\nIn addition to its primary functions, TurboRater enhances organizational efficiency by eradicating duplicative work. Its design accommodates a wide variety of risks, thereby serving agencies that deal with a broad spectrum of insurance needs. The combination of speed—delivering quotations in under four seconds—and accuracy ensures that TurboRater can significantly uplift an agency's capability to compete in the fast-paced insurance marketplace.\n\nIn summary, TurboRater from Zywave represents a pivotal solution for insurance agencies poised to modernize their quoting process. Its capability to quickly generate accurate quotes from a multitude of carriers, coupled with its streamlined user experience, positions it as a critical asset for agencies focused on growth, operational efficiency, and client satisfaction.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/658161a7-7d17-419a-aa81-7605b3e9a31b.png","url":"https://www.softwareadvice.co.uk/software/296070/turborater","@type":"ListItem"},{"name":"EZLynx","position":8,"description":"EZLynx provides innovative insurance software that streamlines an agency’s workflow and manages the end-to-end policy lifecycle. Integrated into one platform, EZLynx Management System is designed to meet the unique needs of businesses in an easy-to-use interface that takes care of doing the work for you. \n\nFrom real-time home and auto quoting on insurance agency website to email marketing, pipeline management, reporting, AI, and more, EZLynx has the integrated solution for users. It offers:\nEZLynx Rating Engine is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler.\n\nEZLynx Management System leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily policy downloads. EZLynx is a complete agency management solution, with all the tools you need to sell, service and grow your business. A single platform means your agency won’t be slowed down by disparate systems our multiple software vendors. Having all your agency’s data on a single platform makes every aspect of that data more visible, intelligent, actionable, and profitable. One, single system means no more duplicate entries, interrupted workflows, or bridging data between separate systems. Because you have a single view of the customer, you always have the most accurate and complete picture up on the screen.\n\nEZLynx Client Center provides mobile-ready online customer self-service. Clients are satisfied immediately with 24/7 remote access to their policies, change requests, ID Cards, claims and more.\n\nEZLynx Automation Center: Automating processes represents a significant benefit in time savings to agencies - meaning they are not paying employees to do work that their management system can and should do for them. EZLynx anticipates and suggests what to do next, and will even automate these steps for your agency. Get more done in less time by automating sales, retention, servicing and client engagement across your entire agency. EZLynx Automation Center comes equipped with recommended workflow templates to help your agency realize the benefits of the tool immediately. These templates were built with the most common and time-saving agency use cases in mind.\n\nThe expectations of today’s insurance shoppers are rooted in their online consumer experiences, across all industries. EZLynx solutions like EZLynx Virtual Agent, online customer self-service, and timely automated customer communication help your agency meet these new demands. Policy Compare provides a side-by-side comparison of the expiring and renewing policies, so you can quickly and meaningfully understand the difference in premium. Being able to better advise your clients at renewal time reinforces the trusted advisor relationship, which is all too important for the independent insurance industry. Carrier eDocs and Messaging workflows help agencies expand and strengthen the relationship between insureds, agents and insurers. The EZLynx Connect Marketplace provides development-free connectivity to third-party vendor solutions, advancing your agency immediately in targeted ways. Benefit from turnkey access to industry-leading integrations and cross-selling opportunities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/691cad9f-de32-456e-aebe-543f411fa701.png","url":"https://www.softwareadvice.co.uk/software/74031/ezlynx","@type":"ListItem"},{"name":"Compulife Quote Software","position":9,"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":"Macaw","position":10,"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":11,"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":"Surefyre","position":12,"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":"Velocity","position":13,"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":"Better Agency","position":14,"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":"ISI Core","position":15,"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":16,"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":17,"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"},{"name":"Cooper Rose Digital Full Suite","position":18,"description":"Cooper Rose Digital is a suite of modules such as product distribution, policy management, rating engine, documentation generation, reporting, customer relationship management (CRM) and third-party integration. It develops full-stack, end-to-end and innovative insurance solutions, across all lines of insurance.\n\n\nUsing a business and user-centric model, it understands the features and functionalities, which will add the most value to businesses, from start-up to enterprise. Cooper Rose Digital helps organizations streamline their digital transformation journey, which includes analysis based on discovery, iterative design, value-driven development and focused delivery.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1d86e8a0-7550-44d5-8a59-815ce8c43e6a.png","url":"https://www.softwareadvice.co.uk/software/118044/cooper-rose-digital","@type":"ListItem"},{"name":"Financial Services Cloud","position":19,"description":"Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales representatives to track, filter and qualify prospects and use the built-in email templates to establish communication. This solution also helps businesses to handle mortgage and lending workflows via a unified platform. The platform allows employees to interact with lenders and borrowers, track and approve documents and store customer data in a centralized repository.\n\nFinancial Services Cloud lets employees create client engagement plans, prioritize customer relationships and highlight client milestones, among other operations. Supervisors can configure case escalation rules and queues to automatically route customer case inquiries to specific agents or teams. Additionally, staff members can build, design and distribute survey forms to collect insights and feedback.\n\nFinancial Services Cloud comes with an API, which allows businesses to integrate the system with several third-party applications. It also provides Android and iOS mobile applications, which let employees manage activities remotely. It is available on annual subscriptions and support is extended via live chat, phone, community forum and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3b1c4f0f-6a29-4932-b64e-87a1e58a57d4.png","url":"https://www.softwareadvice.co.uk/software/331364/salesforce-fin-serv-cloud","@type":"ListItem"},{"name":"Quoteplicity","position":20,"description":"Quoteplicity is a cloud-based quoting solution designed for insurance agents and agencies. The platform caters to a range of insurance professionals, from those serving a smaller niche to those catering to a broader audience. It enables users to handpick carriers and products, allowing them to craft the perfect portfolio for their clients. Quoteplicity also offers a tailored coverage selection, empowering agents to curate a suite of insurance options that cater to their clients' unique needs and preferences. Key features inlcude customizable recommended products, lead capture capabilities, CRM integration and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/57a7f0a6-d393-43dc-aa4f-ecc7b3deafe3.png","url":"https://www.softwareadvice.co.uk/software/521054/Quoteplicity","@type":"ListItem"},{"name":"InsFocus BI","position":21,"description":"InsFocus BI is an insurance policy software designed to help businesses build, view and analyze insurance reports. The platform enables managers to store policy, claim, coverage and client details on a unified interface.\n\nAdministrators can utilize built-in templates and existing libraries to create custom reports. Additionally, InsFocus BI lets teams embed logic within calculation templates to measure claim reserves and analyze renewal activities.\n\nPricing is available on monthly subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9a27c71b-2339-42f3-b3ba-7c3d34d596a1.png","url":"https://www.softwareadvice.co.uk/software/279973/insfocus-bi","@type":"ListItem"},{"name":"InsureCert","position":22,"description":"InsureCert is a cloud-based insurance solution that enables agents and brokers to organize policy-related data and share information with consumers. Key features include sales management, distribution network monitoring and marketing management.\n\n\nInsureCert helps insurance agents set targets for brokers or channel partners and reward them with bonuses once they achieve their gross written premium targets. The solution offers a dashboard, which displays a summarized view of visitors, orders, total policies in force and other data to track business performance in real-time.\n\n\nInsureCert’s insurance wallet feature enables customers to self-manage certificates, make claims and buy coverage using the mobile application. The solution also provides buy-now functionality where customers can request custom quotes and chat with agents from their mobile devices.\n\n\nInsureCert includes robo-advisors, which helps manage sales processes. The solution also provides built-in API for insurers to design underwriting rules for internal stakeholders.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b3842142-d60c-4b77-99e8-4dafe3c397cb.png","url":"https://www.softwareadvice.co.uk/software/167113/insurecert","@type":"ListItem"},{"name":"BriteCore","position":23,"description":"BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility. The BriteCore Platform enables insurers to seamlessly manage policies, billing, and claims; rapidly configure new products; and access comprehensive reporting and analytics—all within a unified core insurance system that includes user-friendly portals for agents and policyholders.\n\nTrusted by over 100 insurers across North America, BriteCore’s policy administration system empowers mid-size carriers and fast-growing MGAs to streamline their operations and confidently compete with the industry's largest providers.\n‍\nFor more information, visit britecore.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1d75f588-3ba9-43e2-ab43-55f70df70446.png","url":"https://www.softwareadvice.co.uk/software/128209/britecore","@type":"ListItem"},{"name":"SideCare","position":24,"description":"Hoggo offers all businesses a 100% free platform with features going from onboarding,  attendance management, bookeeping, offboarding and even the management of insurance benefits. Intuitive, the platform centralizes the collection, entry and sharing of all elements regarding payroll-processing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1b391b0e-a5c0-440e-8983-8d40a1f3dfd1.png","url":"https://www.softwareadvice.co.uk/software/217438/hoggo","@type":"ListItem"},{"name":"Agency Suites","position":25,"description":"With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. Let EZLynx do the work so you can focus on selling and growing your book of business. We want to earn the title of your most productive employee every single day.\n\nEZLynx drives the success of over 30,000 agencies with:\n\nEZLynx Rating Engine\n\nEZLynx Rating Engine™ is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler.\n\nEZLynx Management System\n\nEZLynx Management System™ leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily policy downloads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/79db627f-c3c4-4501-be17-75cdae4c946c.png","url":"https://www.softwareadvice.co.uk/software/43088/agency-suites","@type":"ListItem"}],"numberOfItems":25}
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