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title: Page 2 - Best Insurance Software - 2026 Reviews, Pricing & Demos
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# Insurance Software

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## Products

1. [Commission Tracker](https://www.softwareadvice.co.uk/software/97169/commission-tracker) — 4.8/5 (40 reviews) — Commission Tracker is an on-premise and cloud-based solution that enables insurance agencies to manage policies and c...
2. [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\&C) ins...
3. [Wellnex](https://www.softwareadvice.co.uk/software/312261/my-insurer) — 4.3/5 (33 reviews) — Wellnex is a cloud-based CRM software that facilitates the generation of leads, launches unlimited marketing campaign...
4. [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...
5. [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...
6. [VCA Software](https://www.softwareadvice.co.uk/software/51537/virtual-claims-adjuster) — 4.9/5 (26 reviews) — With a claims engine as its core, VCA Software (formerly known as Virtual Claims Adjuster) is a global SaaS platform ...
7. [FileTrac Evolve](https://www.softwareadvice.co.uk/software/431992/filetrac) — 5.0/5 (26 reviews) — FileTrac Evolve is a sophisticated, claims management software designed for independent adjusters and insurance compa...
8. [Health Cloud](https://www.softwareadvice.co.uk/software/319387/salesforce-health-cloud) — 4.4/5 (23 reviews) — Salesforce Health Cloud is a patient management platform designed to help medium to large healthcare organizations ma...
9. [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 ...
10. [Apizeal](https://www.softwareadvice.co.uk/software/486682/Apizeal) — 4.8/5 (21 reviews) — Apizeal is a web-based health and life insurance solution designed to help businesses automate daily workflows and pr...
11. [PlanetBids](https://www.softwareadvice.co.uk/software/224191/planetbids) — 4.5/5 (20 reviews) — Co-founded in 2000 by husband and wife Alan and Arpie Zavian, PlanetBids, Inc. is a software development company with...
12. [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...
13. [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...
14. [Claimable](https://www.softwareadvice.co.uk/software/325126/claimable) — 4.9/5 (18 reviews) — Claimable is customer-first claims management software for businesses looking to streamline their claims processes. W...
15. [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...
16. [Guidewire](https://www.softwareadvice.co.uk/software/136054/insurancesuite) — 3.1/5 (16 reviews) — InsuranceSuite is an insurance management solution that helps agencies streamline operations and manage claims, bills...
17. [Vertafore Agency Platform](https://www.softwareadvice.co.uk/software/42483/vertafore-agency-platform) — 3.4/5 (15 reviews) — Vertafore Agency Platform is a cloud-based insurance management solution designed for insurance companies of all size...
18. [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...
19. [Core Commissions](https://www.softwareadvice.co.uk/software/97178/core-commission) — 4.7/5 (15 reviews) — Core Commission is an on-premise and cloud-based solution that enables businesses to automate commission calculating ...
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. [Xanatek Connect](https://www.softwareadvice.co.uk/software/101624/xanatek) — 4.6/5 (14 reviews) — IMS 4 is an on-premise and cloud-based solution that helps insurance agencies manage various administrative operation...
22. [AgencyZoom](https://www.softwareadvice.co.uk/software/75174/agency-zoom) — 4.6/5 (14 reviews) — AgencyZoom is a comprehensive sales management suite specifically designed for insurance agencies, catering to their ...
23. [Ozone Insuria](https://www.softwareadvice.co.uk/software/303627/ozone-insuria) — 4.4/5 (14 reviews) — Ozone Insuria is an insurance brokers management software that caters to the specific demands of insurance brokers an...
24. [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...
25. [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 ...

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## Related Categories

- [Insurance Policy Software](https://www.softwareadvice.co.uk/directory/3320/policy/software)
- [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software)
- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)
- [Risk Management Software](https://www.softwareadvice.co.uk/directory/4423/risk-management/software)
- [Fund Accounting Software](https://www.softwareadvice.co.uk/directory/275/fund-accounting-software/software)

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Additionally, it lets users import data on the platform and generate reports on agent commissions, accounts receivable, payment discrepancy or policy status.\n\n\nThe product is available on monthly subscriptions and on a one-time license basis. Support is extended via documentation, email, phone and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3e39b3e0-c132-4c0f-a3f4-1d5d67acecb3.png","url":"https://www.softwareadvice.co.uk/software/97169/commission-tracker","@type":"ListItem"},{"name":"Sembley","position":2,"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":"Wellnex","position":3,"description":"Wellnex is a cloud-based CRM software that facilitates the generation of leads, launches unlimited marketing campaigns and publications and allows dynamic portfolio segmentation and monitoring. Key features include QR scanning, health screening, online booking, and more.\n\nThe tool allows users to monitor the team's performance and send invitations to clients. Wellnex enables managers to upload documents, control data leakage, set up marketing accounts and create policies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/22b8d0ca-861b-4014-892a-e4ce24840e3a.png","url":"https://www.softwareadvice.co.uk/software/312261/my-insurer","@type":"ListItem"},{"name":"Eclipse","position":4,"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":"Agency Advantage","position":5,"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":"VCA Software","position":6,"description":"With a claims engine as its core, VCA Software (formerly known as Virtual Claims Adjuster) is a global SaaS platform focused on improving policyholder satisfaction and retention, while providing a next-generation ecosystem to improve intelligence and function for all stakeholders from insurance carriers to third party administrators, brokers, independent adjusters, captives and self-insured companies. The VCA platform simplifies and humanizes the claims journey – ultimately creating more customer lifetime value.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f814582e-f5a6-43c5-b033-b36d150cc8c0.png","url":"https://www.softwareadvice.co.uk/software/51537/virtual-claims-adjuster","@type":"ListItem"},{"name":"FileTrac Evolve","position":7,"description":"FileTrac Evolve is a sophisticated, claims management software designed for independent adjusters and insurance companies, accommodating organizations ranging from small firms to large enterprises. It is developed to minimize human error and reduce operational costs, ultimately decreasing claim expenses and enhancing cycle times. This advanced solution integrates a suite of claims management and productivity tools within an intelligent cloud application, utilizing cutting-edge technologies like artificial intelligence (AI), business intelligence (BI), and robotic process automation (RPA) to optimize the claims handling process.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1063aed3-41f2-4142-97c0-5f0e8aab4110.png","url":"https://www.softwareadvice.co.uk/software/431992/filetrac","@type":"ListItem"},{"name":"Health Cloud","position":8,"description":"Salesforce Health Cloud is a patient management platform designed to help medium to large healthcare organizations manage inquiries, track issues, deliver post-acute care processes and more. Key features include clinical data management, event monitoring, custom care plans and team collaboration.\n\nSalesforce Health Cloud provides a 360-degree view of patients’ details and enables agents to create personalized and concurrent recovery plans, facilitating communication with caregivers in real-time. Its contact center module helps connect patients with physicians for scheduling appointments, resolving inquiries and giving care recommendations using a centralized platform. Additionally, it comes with a patient segmentation and lists module which allows users to manage tasks and assessments, improving productivity across care teams.\n\nSalesforce Health Cloud integrates with various third-party applications such as Field Service Lightning, AppExchange and Google applications. Pricing is available on monthly subscriptions and support is extended via live chat, phone and documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5e707b7d-1625-4687-beb0-d7b74bc84700.png","url":"https://www.softwareadvice.co.uk/software/319387/salesforce-health-cloud","@type":"ListItem"},{"name":"Macaw","position":9,"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":"Apizeal","position":10,"description":"Apizeal is a web-based health and life insurance solution designed to help businesses automate daily workflows and processes. Key features include weekly summary reports, user management, policy management, access roles, one-click renewal, file storage, custom branding, activity logs, permissions control, private folders, client e-sign, and contact groups.\n\nIndependent insurance agents using Apizeal can add logo and professional information, create user profiles for each team member, and set custom user permissions on the basis of job roles. Clients have individual login credentials to keep profiles and documents updated. Additionally, every team member can upload files, store data, and collaborate on the platform. \n\nPricing is available on monthly subscriptions and support is extended via live chat, FAQs, email, and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/01a90d4d-ffc1-4229-ac0d-d62e1c25dcd0.png","url":"https://www.softwareadvice.co.uk/software/486682/Apizeal","@type":"ListItem"},{"name":"PlanetBids","position":11,"description":"Co-founded in 2000 by husband and wife Alan and Arpie Zavian, PlanetBids, Inc. is a software development company with a mission to provide web-based procurement solutions to help procurement professionals in the public, private, education and non-profit sectors streamline entire processes and connect with their suppliers more efficiently and cost effectively.  \n\nHailing from the ranks of the procurement profession, PlanetBids' team of professionals brings decades of expertise in eProcurement and delivers the highest level of customer support to clients and their vendors before, during, and after implementation. All our staff are U.S.-based to assist clients nationwide.  \n\nPlanetBids serves a variety of agencies, transportation, ports, water districts, cities, counties, airports, universities, K-12, ports, construction contractors and countless other categories. \n\nOur clients can share information and collaborate within the system, saving procurement staff time and money.\n\nThe PB System™ consists of 8 modules that streamline procurement processes and keep agencies compliant and up to date in task management.\n\nInformation is easily uploaded to and downloaded from the PB System™ by licensed account holders. \n\nThe Vendor Management Module is extremely powerful and intuitive for all Agency and Vendor Users. The vendor online registration form is configured during the implementation process to ensure that all pertinent and mandatory vendor-related questions are included.  \n\nThe Bid Management Module also is extremely powerful, intuitive, and configurable to allow the Agency User to create, manage and award bids online. Working with Vendor Management, the two modules give Agency Users control over:\n•\tBid document management and distribution\n•\tE-commerce enabled for online purchase of documents\n•\tProspective bidders list (i.e., plan holders list)\n•\tAutomatic addendum notification and acknowledgments\n•\tCustom email messaging\n•\tRSVP pre-bid meeting management\n•\tOnline Q&A management\n•\tComplex and secure eBidding\n•\teBonds \n•\tSplit and lump sum awards\n•\tRobust reporting, summaries/totals, analysis, charts, audit trails\n•\tBid specification library\n•\tBid Calendar\n\nThe PB System™ Evaluation module optional feature allows an Agency to create and manage the entire evaluation process online in an interactive manner, thereby replacing the in-person evaluations that take place in meeting rooms. The Agency can assign an unlimited number of evaluators to the project and control what information is released to them. Evaluators do not need a license and can be employees of the Agency. \n\nThe Insurance Certificate Management with My Insurance enables risk managers, procurement, public works, and contract administrators to maintain, ensure and retrieve up-to-date, relevant information regarding vendors' or contractors' insurance certificates, including Producers/Brokers contact information and Insurer’s ratings.\n\nThe Contract Management suite can be set up to function independently or seamlessly paired with the  Vendor and Bid Management and Insurance Certificate Management modules. The result is that information does not have to be re-entered as the bid moves through the various processes. Procurement teams can retrieve up-to-date information regarding contracts, significantly reducing the time it takes to search through endless contracts.\n\nEmergency Operations enables Agency users to find emergency suppliers/service providers registered directly with the Agency or with any/all PlanetBids agencies in collaboration mode.\n\nThe Business Certification module can be deployed to manage diversity certifications (ex: SBE), collect Agency documents (ex: W-9), and multiple pre-qualifications for construction.  The process enables vendors to complete and submit the Agency configured form(s).\n\nAutomation is a key convenience offered by PB System™. The Contract and Insurance Modules can be set up to send out expiration notices; DocuSign is an integrated component.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8a018cf4-950d-46ca-898c-2657384418c9.jpeg","url":"https://www.softwareadvice.co.uk/software/224191/planetbids","@type":"ListItem"},{"name":"mPACS","position":12,"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":13,"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":"Claimable","position":14,"description":"Claimable is customer-first claims management software for businesses looking to streamline their claims processes.\n\nWe pride ourselves on making simple, affordable claims management software. We've had enough of the claim industry lagging behind in the technology front, with often expensive, complicated and bloated software. At Claimable, we believe that details matter, and our software has been carefully crafted to provide the tools necessary for timely and efficient claims management.\n\nClaimable allows you to streamline your workflow while keeping all relevant information, documents and communication well-organised under the specific claim.\nTask reminders, message templates, contact management, claim reporting, unlimited notes, automated scheduled exports and limited access users are only some of the features included.\n\nWe offer simple and transparent pricing, no minimum commitment or setup fees. Get a 14-day free trial and start using Claimable right away.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7e28960d-5a9e-42aa-a5eb-df585b6898fb.png","url":"https://www.softwareadvice.co.uk/software/325126/claimable","@type":"ListItem"},{"name":"Insly","position":15,"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":"Guidewire","position":16,"description":"InsuranceSuite is an insurance management solution that helps agencies streamline operations and manage claims, bills and receivables, as well as underwriting and policy administration. The solution can be deployed in the cloud and on-premise. Further, the platform offers private, public and hybrid cloud deployments on cloud platforms that include Amazon Web Services and Microsoft Azure.\n\n\nInsuranceSuite helps companies organize cross-department processes, reduce costs, enable collaboration between teams and track performance. InsuranceSuite’s claims management feature enables insurers to reduce manual workloads by automating tasks that include data entry, fees processing and reminders.\n\n\nGartner recognized Guidewire as a leader in its 2016 Magic Quadrant report on Property and Casualty Claims Management. InsuranceSuite integrates with third-party applications that include DocuSign, Hubio, Polonious, CoreLogic and LexisNexis. Support is provided through email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d8a8e188-d07f-4d30-8340-dd227c736d79.png","url":"https://www.softwareadvice.co.uk/software/136054/insurancesuite","@type":"ListItem"},{"name":"Vertafore Agency Platform","position":17,"description":"Vertafore Agency Platform is a cloud-based insurance management solution designed for insurance companies of all sizes. It offers accounting, customer management, document management, policy management and reporting within a suite. Android and iOS apps available.\n\n\nVertafore Agency Platform features business process navigation, which assists users in documentation and provides forms involved in the processes. The product also features a built-in reference library, which users can refer to in difference stages of the insurance filing and business processes.\n\n\nVertafore features its \"National Comparative Rating\" tool, powered by PL Rating, which provides users with quotes for different types of insurance claims, such as for automobiles, home and natural disasters.\n\n\nVertafore is available in three different pricing tiers: Essentials, Professional and Enterprise. The product also offers integration with Microsoft Office Suite. The vendor provides phone and live chat support, and also offers online case submission.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8e2ac7cb-28df-4263-847d-5fbea96d4358.png","url":"https://www.softwareadvice.co.uk/software/42483/vertafore-agency-platform","@type":"ListItem"},{"name":"Velocity","position":18,"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":"Core Commissions","position":19,"description":"Core Commission is an on-premise and cloud-based solution that enables businesses to automate commission calculating processes using various tools. It comes with an extract, transform, load (ETL) module, which allows users to transform data across systems.\n\n\nCore Commission helps professionals build complex rules using the building block model, track progress through charts and maintain supporting details to verify results. It offers a sales reporting portal, which allows representatives or agents to access information related to performance and commissions. Additionally, it comes with a drag-and-drop interface and an in-built library for businesses to create customizable reports or dashboards, bulk send to specific users and export output in Excel, Word and other formats.\n\n\nCore Commission facilitates integration with various third-party systems such as Microsoft Dynamics 365, Salesforce, NetSuite, QuickBooks and more. It is available on monthly subscriptions and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a733686-930f-49aa-84e0-2c3ab48e158a.jpeg","url":"https://www.softwareadvice.co.uk/software/97178/core-commission","@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":"Xanatek Connect","position":21,"description":"IMS 4 is an on-premise and cloud-based solution that helps insurance agencies manage various administrative operations such as document storage, drip marketing, receipt generation and more. Professionals can store clients’ policy details in a centralized database, assign tasks to multiple staff members and streamline customer interactions via texts or email.\n\n\nAgencies can access the file center to automatically link documents with notes, tasks, previous interactions and Association for Operations Research and Development (ACORD) forms. Managers can use IMS 4 to process invoices, create customizable dashboard reports and organize them according to user-defined categories and tags. Additionally, it lets insurers download renewal documents related to claims, policies or commissions and collect clients' signatures on official documents\n\n\nIMS 4 offers integration with ActiveCampaign, which enables businesses to monitor the entire sales pipeline and implement strategies accordingly. Pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9424a4b8-afec-44e1-94f0-7bfc218f06b6.png","url":"https://www.softwareadvice.co.uk/software/101624/xanatek","@type":"ListItem"},{"name":"AgencyZoom","position":22,"description":"AgencyZoom is a comprehensive sales management suite specifically designed for insurance agencies, catering to their unique needs and challenges. This cloud-based platform offers a range of powerful tools to streamline processes, save time, and boost sales and retention.\n\nWith AgencyZoom, insurance agencies can efficiently onboard clients using the built-in client onboarding tools. It allows agencies to generate essential documents such as welcome packs and coverage checklists, ensuring a smooth and professional onboarding experience for new customers.\n\nThe platform also provides robust sales tracking capabilities, allowing agencies to monitor sales performance in real time. Managers can utilize features like real-time reports, feedback broadcasts, and goal setting to recognize high-performing agents and motivate teams, ultimately driving sales growth.\n\nIn addition, AgencyZoom offers automated workflow management, empowering agencies to automate time-consuming tasks and optimize conversions. Processes like welcome calls, post-sales tasks, renewal calls, and follow-up reminders can be automated, freeing up valuable time for agents to focus on building relationships with clients.\n\nAnother standout feature is the commission calculation tool, which automatically calculates commissions within AgencyZoom. Team members can track their commissions in real time, providing transparency and motivation to drive sales results.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4eba24c4-d46f-4b35-81ef-5f40314a53f4.jpeg","url":"https://www.softwareadvice.co.uk/software/75174/agency-zoom","@type":"ListItem"},{"name":"Ozone Insuria","position":23,"description":"Ozone Insuria is an insurance brokers management software that caters to the specific demands of insurance brokers and agents. The software is designed to streamline day-to-day operations and integrate them into the accounting module. With its web-based nature, Ozone Insuria allows users to access and analyze business information from anywhere.\n\nThe solution caters to insurance broker houses, administrators, and underwriting managers of all sizes. It provides automated functionalities to track insurance brokerage transactions, generate accurate reports, and manage finances, CRM, and human resource operations. It also offers centralized agency activity and improved customer acquisition and retention.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1777d636-5bca-416e-b723-d7d58c8dadd0.png","url":"https://www.softwareadvice.co.uk/software/303627/ozone-insuria","@type":"ListItem"},{"name":"Better Agency","position":24,"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":25,"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"}],"@id":"https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=2#itemlist","numberOfItems":25}
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