---
description: Page 3 - Discover the best Insurance Software for your organisation. Compare top Insurance Software tools with customer reviews, pricing and free demos.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Page 3 - Best Insurance Software - 2026 Reviews, Pricing & Demos
---

Breadcrumb: [Home](/) > [Insurance Software](https://www.softwareadvice.co.uk/directory/4506/insurance/software) > [Page 3](https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=3)

# Insurance Software

Canonical: https://www.softwareadvice.co.uk/directory/4506/insurance/software

Page: 3 / 5\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=2)\
Next: [Next page](https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=4)

-----

## Products

1. [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...
2. [BindHQ](https://www.softwareadvice.co.uk/software/64789/bindhq) — 4.3/5 (12 reviews) — BindHQ is a cloud-based insurance solution designed for specialty insurance distribution. The solution is built to se...
3. [Applied CSR24](https://www.softwareadvice.co.uk/software/59610/applied-csr24) — 4.6/5 (12 reviews) — Applied CSR24 is a cloud-based self-service customer portal for insurance companies. It offers clients online and mob...
4. [KVV](https://www.softwareadvice.co.uk/software/525165/KVV) — 4.8/5 (12 reviews) — KVV is an insurance software designed for insurance brokers, financial service providers, multi-agents, insurance age...
5. [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...
6. [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...
7. [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...
8. [VBASoftware](https://www.softwareadvice.co.uk/software/469046/Virtual-Benefits-Administrator) — 4.7/5 (10 reviews) — Virtual Benefits Administrator is a cloud-based claims processing solution that helps organizations of all sizes mana...
9. [AgentMethods](https://www.softwareadvice.co.uk/software/449908/AgentMethods-Website-Builder) — 4.9/5 (9 reviews) — AgentMethods Helps Independent Insurance Agents Grow Sales, Retain Customers, and Increase Cross-Sales AgentMethods i...
10. [Livegenic](https://www.softwareadvice.co.uk/software/431639/livegenic) — 4.9/5 (9 reviews) — Livegenic is a virtual collaboration platform designed for the insurance industry, providing solutions to manage and ...
11. [Agentero](https://www.softwareadvice.co.uk/software/104322/agentero) — 4.9/5 (8 reviews) — Agentero is a cloud-based solution that enables insurance agencies to interact with clients and manage insurance poli...
12. [Agency Master](https://www.softwareadvice.co.uk/software/64733/agency-master) — 5.0/5 (6 reviews) — Agency Master is an insurance agency management solution that helps businesses manage insurance claims for trucking a...
13. [SiegeAOS](https://www.softwareadvice.co.uk/software/240524/siegeams) — 5.0/5 (6 reviews) — SiegeAMS is a cloud-based solution that helps insurance agencies handle and streamline reporting, document management...
14. [Pathway Insurance Software](https://www.softwareadvice.co.uk/software/205468/pathway-insurance-software) — 5.0/5 (6 reviews) — Pathway is a cloud-based automated insurance communication platform, which helps manage and streamline client-facing ...
15. [Nexsure Insurance Platform](https://www.softwareadvice.co.uk/software/74430/nexsure-agency-management) — 4.6/5 (5 reviews) — Nexsure Agency Management is cloud and mobile-based agent management solution, which helps manage, improve and accele...
16. [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...
17. [OneLink](https://www.softwareadvice.co.uk/software/64805/agencyintel) — 5.0/5 (5 reviews) — OneLink is a Health, Life \& Medicare agency management solution that helps businesses in healthcare, finance, ins...
18. [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...
19. [CaptaIMS](https://www.softwareadvice.co.uk/software/263700/captaims) — 5.0/5 (4 reviews) — CaptaIMS is easy-to-use insurance management software that helps small agencies streamline operational workflows. It ...
20. [MyHealthily](https://www.softwareadvice.co.uk/software/352975/myhealthily) — 5.0/5 (4 reviews) — MyHealthily's technology supports insured and medically underwritten plans from 130+ carriers in all 50 states\! Havin...
21. [DecisionRules.io](https://www.softwareadvice.co.uk/software/383250/decisiongrid-io) — 4.8/5 (4 reviews) — DecisionRules is a type of rules engine solution designed to help businesses automate complex decision-making process...
22. [DataPath Summit](https://www.softwareadvice.co.uk/software/154984/summit) — 5.0/5 (3 reviews) — Summit is a cloud-based solution for administering consumer-directed healthcare accounts, premium billing and insuran...
23. [SIBRO](https://www.softwareadvice.co.uk/software/88190/sibro) — 5.0/5 (3 reviews) — Sibro is the simplest and easiest solution, specifically developed to manage end-to-end insurance businesses. It help...
24. [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...
25. [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...

-----

Page: 3 / 5\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=2)\
Next: [Next page](https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=4)

## 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)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/directory/4506/insurance/software)
- [All Categories](https://www.softwareadvice.co.uk/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Software Advice helps businesses in the UK find the best software with confidence. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.uk","url":"https://www.softwareadvice.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.uk/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"SoftwareAdvice UK","url":"https://www.softwareadvice.co.uk/","@id":"https://www.softwareadvice.co.uk/#website","@type":"WebSite","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"potentialAction":{"query":"required","target":"https://www.softwareadvice.co.uk/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Insurance Software","description":"Page 3 - Discover the best Insurance Software for your organisation. Compare top Insurance Software tools with customer reviews, pricing and free demos.","url":"https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=3","about":{"@id":"https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=3#itemlist"},"breadcrumb":{"@id":"https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=3#breadcrumblist"},"@id":"https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=3#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.co.uk/#website"},"inLanguage":"en-GB","mainEntity":{"@id":"https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=3#itemlist"},"publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"}},{"@id":"https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=3#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Insurance Software","position":2,"item":"https://www.softwareadvice.co.uk/directory/4506/insurance/software","@type":"ListItem"},{"name":"Page 3","position":3,"item":"https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=3","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Page 3 - Best Insurance Software - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@id":"https://www.softwareadvice.co.uk/directory/4506/insurance/software?page=3#itemlist","@type":"ItemList","itemListElement":[{"name":"ISI Core","position":1,"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":"BindHQ","position":2,"description":"BindHQ is a cloud-based insurance solution designed for specialty insurance distribution. The solution is built to serve wholesalers, managing general agents (MGAs) and managing general underwriters (MGUs). Key features include policy management, reporting, document management, insurance accounting, email integration and an underwriting panel.\n\n\nBindHQ can be used to manage policies, accounting, invoicing and financial reports. Users can monitor agents’ and agency’s performance using real-time reporting. Carrier and partner data can also be viewed. The solution has a role-based dashboard where users can view data about priority work streams and time-critical tasks. Additionally, users can also view real-time scenarios using this solution.\n\n\nAdditionally, BindHQ features policy accounting, business accounting, financial planning and analysis (FP&A) and surplus lines tax management. The solution offers integrated document storage that provides data of up to two hundred GBs per account. The integration can load images, PDFs, audio files and emails, which can be accessed via a web browser, a PC, Mac or a tablet.\n\n\nSupport is provided via email, phone and an online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/94d1adb1-4b34-4d80-b8af-87d7f1b0fefe.jpeg","url":"https://www.softwareadvice.co.uk/software/64789/bindhq","@type":"ListItem"},{"name":"Applied CSR24","position":3,"description":"Applied CSR24 is a cloud-based self-service customer portal for insurance companies. It offers clients online and mobile access to an organization's policies' information. Key features include document management, claims management, analytics and more.\n\n\nApplied CSR24 allows users to view open items by invoice and provides them with a visual warning to address items that are past due. The solution also enables clients to access information on new or old claims.\n\n\nApplied CSR24's policy management functionality allows users to add assets to a policy from a mobile application. Automated certificate processing and management helps users to access ACORD forms, view customizable templates and utilize paperless delivery to process and print certificates.\n\n\nServices are offered on a monthly subscription basis. Support is offered via phone, email and online live chat.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2e648d0a-2337-4d97-aab7-e41f58997cd6.png","url":"https://www.softwareadvice.co.uk/software/59610/applied-csr24","@type":"ListItem"},{"name":"KVV","position":4,"description":"KVV is an insurance software designed for insurance brokers, financial service providers, multi-agents, insurance agencies, and insurance administrators. The software provides a productive user interface to manage customer and contract data efficiently.\n\nKVV offers an extensive collection of Word document templates, including letters, cancellations, premium waivers, powers of attorney, and claims notifications. These templates simplify various administrative tasks. The software also allows users to search for customers with different contract statuses, such as those without an existing vehicle insurance policy. Other features include GDV data import, a contract change history, commission reporting, and detailed commission accounting with full cancellation management.\n\nThe software's integrated email functionality enables users to send and save emails directly from the application as documents or events. Additional features, such as automatic bank data verification, regular data backups, and network capabilities, make KVV an ideal solution for managing automobile, property, life, and health insurance. The software is available as a SQL Server version and offers web services for internet-based access from any browser, as well as support for terminal servers and remote desktop connections.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fdde70b0-5a04-457e-bc9c-4824a1d55043.png","url":"https://www.softwareadvice.co.uk/software/525165/KVV","@type":"ListItem"},{"name":"AgentCubed","position":5,"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":6,"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":7,"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":"VBASoftware","position":8,"description":"Virtual Benefits Administrator is a cloud-based claims processing solution that helps organizations of all sizes manage various types of health care benefits. Its claims management platform allows users to handle a variety of claims including medical, disability, vision, COBRA, dental, FLEX and life insurance.\n\n\nPrimary features of Virtual Benefits Administrator include configurable dashboards, accounting, fee scheduling, reinsurance, customer services, billing and commission management, provider database and administration. Its authorization module enables users to automate the processing and adjudication of application via custom algorithms. Additionally, it allows managing application status through configurable approvals, pends and denials with reason codes.\n\n\nVirtual Benefits Administrator lets users create custom reports and save them in multiple formats including PDF, XML, CSV, Text or HTML. The platform integrates with various third-party applications such as Emdeon, Claims Bridge and Ingenix. Pricing of the product is available on request and support is extended via phone and online helpdesk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d4a5a620-c1d9-4114-afdd-f545c45ed8b0.png","url":"https://www.softwareadvice.co.uk/software/469046/Virtual-Benefits-Administrator","@type":"ListItem"},{"name":"AgentMethods","position":9,"description":"AgentMethods Helps Independent Insurance Agents Grow Sales, Retain Customers, and Increase Cross-Sales\n\nAgentMethods is revolutionizing the way independent insurance agents grow their businesses. With a powerful combination of innovative software and industry expertise, AgentMethods is dedicated to helping agents double their sales through a suite of intuitive, user-friendly tools designed to enhance every aspect of their workflow.\n\nAt the core of AgentMethods is a sophisticated website builder that allows agents to create professional, customizable websites without the need for technical expertise. The platform offers a variety of templates specifically tailored to the insurance industry, ensuring that agents can easily establish a strong online presence that attracts and engages potential clients.\n\nUnderstanding the importance of consistent, personalized communication, AgentMethods offers comprehensive marketing automation capabilities. Agents can easily set up and manage email marketing campaigns, leveraging pre-designed templates and content that resonate with their audience. The platform’s automation features ensure that marketing efforts are streamlined and efficient, allowing agents to focus on what they do best—selling insurance.\n\nAgentMethods is committed to the success of its users, offering exceptional customer support and training resources. The platform provides access to a wealth of educational content, including webinars, tutorials, and guides, to help agents maximize the benefits of their website and marketing efforts. Additionally, the support team is always available to assist with any questions or issues that may arise.\n\nAgents who use AgentMethods experience significant growth in their business. The platform’s combination of powerful tools, ease of use, and dedicated support ensures that agents can effectively compete in the digital landscape and achieve their sales goals.\n\nAgentMethods stands out for its innovation and user-friendly design. The platform continuously evolves to incorporate the latest technological advancements and industry best practices. This commitment to innovation ensures that agents have access to the most effective tools and strategies for growing their businesses.\n\nAgentMethods is the ultimate partner for independent insurance agents looking to elevate their business. With its comprehensive suite of tools and unwavering support, AgentMethods empowers agents to build strong online presences, generate and nurture leads, and execute effective marketing campaigns.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b2dcdd9f-462a-47aa-a98c-2ef422942abc.png","url":"https://www.softwareadvice.co.uk/software/449908/AgentMethods-Website-Builder","@type":"ListItem"},{"name":"Livegenic","position":10,"description":"Livegenic is a virtual collaboration platform designed for the insurance industry, providing solutions to manage and improve everyday processes. The platform offers features such as remote virtual inspections with customers and policyholders, inspection management tools for field teams, and secure cloud storage integration.\n\nLivegenic serves various stakeholders within the insurance ecosystem. Insurance carriers benefit from decreased cycle time, claims processing expenses, and fraud risks, while improving policyholder satisfaction. Claims organizations, including third-party administrators and loss control specialists, experience enhanced workflow capabilities, collaborative loss documentation, and cost savings in inspection and content storage fees. InsurTech platforms can leverage Livegenic's API suite to access a fully-developed media storage and collaboration platform, expand their capabilities, and benefit from integration with major insurance platforms.\n\nMoreover, Livegenic extends its value proposition beyond insurance, supporting businesses in other industries such as property and real estate, facilities maintenance, and construction. These industries can utilize Livegenic to expedite customer connection, streamline inspection processes, and enhance project quoting and management.\n\nFind out more here: www.livegenic.com","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/97f977cf-c122-451a-a42a-53e8732fc1b5.png","url":"https://www.softwareadvice.co.uk/software/431639/livegenic","@type":"ListItem"},{"name":"Agentero","position":11,"description":"Agentero is a cloud-based solution that enables insurance agencies to interact with clients and manage insurance policies on a centralized platform. It provides mobile applications for Android and iOS devices, which helps professionals initiate insurance claims, access policy details and view agents' contact information, even from remote locations.\n\n\nAgentero allows insurance agents to automate recurring tasks such as sending emails to clients or managing referrals and gain visibility into performance metrics on a custom dashboard. Clients can utilize the platform to access policy documents, request quotes, initiate referrals and contact agents according to individual requirements. Additionally, it lets professionals compare insurance offers with market trends using various algorithms.\n\n\nAgentero facilitates integration with various third-party association management systems (AMS). The product is available on monthly subscriptions and support is extended via FAQs, phone, email and live chat.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/45520d16-06fe-488a-91b8-8f5a8d61add5.png","url":"https://www.softwareadvice.co.uk/software/104322/agentero","@type":"ListItem"},{"name":"Agency Master","position":12,"description":"Agency Master is an insurance agency management solution that helps businesses manage insurance claims for trucking and transportation industries. It allows organizations to prepare insurance certificates, trailer interchange agreements, bonds and other documents in real-time.\n\nThe application enables users to handle commission tracking processes, automatically synchronize data and create quotes. It lets managers assign tasks to team members, create and manage workflows and gain insights into employees’ performance. Additionally, it provides a host of features such as contact management, accounting, reporting, document management, data visualization and more.\n\nAgency Master supports integration with Microsoft Outlook, which enables organizations to capture and store client interactions in the system using a drag-and-drop interface. Pricing is available on request and support is extended via phone, email, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/558e190a-6869-4b8d-b2f3-6cabe0dda1d5.png","url":"https://www.softwareadvice.co.uk/software/64733/agency-master","@type":"ListItem"},{"name":"SiegeAOS","position":13,"description":"SiegeAMS is a cloud-based solution that helps insurance agencies handle and streamline reporting, document management, task assignment and various other administrative processes. Professionals can use the dashboard to configure workflows, access customers’ contact details and monitor operational processes via actionable analytics.\n\nSiegeAMS allows organizations to store employees’ information in a centralized database and generate reports to track their performance/progress based on defined goals. Managers can configure workflows, access ACORD forms from the built-in library and track employees’ license validity on a centralized platform. Additionally, it lets users improve employee communication via screen sharing, chat and video conferencing capabilities. \n\nSiegeAMS comes with an API, which enables insurance agents to facilitate integration with various third-party applications. Pricing is available on request and support is extended via live chat, phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2df7c56f-d658-4533-8e1f-e04837cf3697.png","url":"https://www.softwareadvice.co.uk/software/240524/siegeams","@type":"ListItem"},{"name":"Pathway Insurance Software","position":14,"description":"Pathway is a cloud-based automated insurance communication platform, which helps manage and streamline client-facing communications using emails and texts. The software can automate renewal, billing, weather and marketing workflows. \n\nKey workflows include prospect nurturing, welcoming new clients, pre-renewals, questionnaires, document delivery, quote follow ups, claims notifications, cross-sell, referral requests, Google reviews, billing notifications and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/449fbe9a-ac89-4687-80e5-70d9e075f0cb.png","url":"https://www.softwareadvice.co.uk/software/205468/pathway-insurance-software","@type":"ListItem"},{"name":"Nexsure Insurance Platform","position":15,"description":"Nexsure Agency Management is cloud and mobile-based agent management solution, which helps manage, improve and accelerate the growth of insurance-related operations. Designed primarily for brokers, agents, wholesalers and program administrators, it aims to deliver strength to client communication and business planning.\n\n\nKey features of Nexsure Agency Management software include automation of claims, commissions, contacts, documents, insurances, policies and quotas.\n\n\nAdditionally, it also helps with customization of email drip campaigns, lead management, customer segmentation and other sales and marketing approaches. Its three editions, Core, Web+ and Productivity+, provide independent as well as integrated tools to bring efficiency in processes required to run an insurance agency.\n\n\nNexsure Agency Management provides mobile applications for Android, iOS and Windows devices and supports the integration of in-house and third-party software. The pricing is available on a monthly basis and minimum five users are required to avail the subscription.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b15b5a23-744e-4e38-bf2e-3181544b89cd.jpeg","url":"https://www.softwareadvice.co.uk/software/74430/nexsure-agency-management","@type":"ListItem"},{"name":"Financial Services Cloud","position":16,"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":"OneLink","position":17,"description":"OneLink is a Health, Life & Medicare agency management solution that helps businesses in healthcare, finance, insurance and other industries manage customer communication, retentions, conversions and more. Its lead management functionality lets supervisors assign leads to agents, add reference notes and organize lead data.\n\nOneLink enables administrators to create custom rules for different vendors, calculate and track agent commissions and monitor payouts using the integrated commission management functionality. It offers various features such as user access, client communication tracking, policy management and more. Additionally, managers can generate reports to gain visibility into metrics related to the performance of call campaigns, lead sources, and policy purchase via statistics and analytics.\n\nThe customer relationship management (CRM) system in OneLink allows teams to capture and store client name, addresses, income, policies and other information. It is available on monthly subscriptions and support is provided via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d45bfd58-a8c7-4645-abde-0827bdf5fc8f.png","url":"https://www.softwareadvice.co.uk/software/64805/agencyintel","@type":"ListItem"},{"name":"Quoteplicity","position":18,"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":"CaptaIMS","position":19,"description":"CaptaIMS is easy-to-use insurance management software that helps small agencies streamline operational workflows. It is a cloud-based system that can be accessed on the go from any location. With CaptaIMS, agents can easily search and find lead information, quotes, policies, and all documents in one place.  \n\nAgencies can choose which lines of business to track, including personal, commercial, life & health, or specialty. CaptaIMS includes built-in features such as e-signature, click-to-call, a customer-facing portal for document sharing, and more\n\nStarting at $30/user/month, it is designed to help agents manage all lines of insurance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/922ee939-8867-46d6-b53c-7cab8da5dd47.png","url":"https://www.softwareadvice.co.uk/software/263700/captaims","@type":"ListItem"},{"name":"MyHealthily","position":20,"description":"MyHealthily's technology supports insured and medically underwritten plans from 130+ carriers in all 50 states! Having launched in January 2022 the MyHealthily platform was created by brokers for brokers to assist with companies with 1-100+ employees \n\nSmall group health insurance has not been a profitable business line for Agents and Brokers in the past– with the MyHealthily platform, Agents and Brokers can quote, enroll, service, and renew small group healthcare and ancillary profitably and efficiently. \n\nThe platform reduces a 5-14 day process into a 45-minute call. With one click, you can create a complete proposal. Having a comprehensive eCommerce solution that supports fully insured & medically underwritten plans is a game-changer! \n\nOur clients note the MyHealthily platform saves 70% of their time, making this business line profitable.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/418fdc54-81ed-4c11-b5a7-5ab472582a72.jpeg","url":"https://www.softwareadvice.co.uk/software/352975/myhealthily","@type":"ListItem"},{"name":"DecisionRules.io","position":21,"description":"DecisionRules is a type of rules engine solution designed to help businesses automate complex decision-making processes in real time. This innovative platform empowers organizations to streamline operations, enhance efficiency, and make data-driven decisions swiftly and effectively. By leveraging advanced algorithms and customizable rules, DecisionRules enables users to optimize various business functions, from customer targeting to pricing strategies.\n\nThe target audience for DecisionRules includes businesses of all sizes across various industries that seek to improve their operational efficiency and decision-making capabilities. This solution is particularly beneficial for organizations dealing with large volumes of data and requiring rapid responses to market changes. Use cases for DecisionRules range from identifying ideal customer segments for specific products to dynamically adjusting pricing strategies based on real-time market conditions, ensuring that businesses remain competitive and responsive.\n\nKey features of DecisionRules include its ability to process an impressive 100,000 decisions per minute, which allows businesses to scale operations without compromising on speed or accuracy. The platform offers seamless integration with existing systems, enabling users to implement it without significant disruptions to their current workflows. This ease of integration is crucial for organizations looking to adopt advanced decision-making tools without extensive training or resource allocation.\n\nFurthermore, DecisionRules is designed with agility in mind, catering to ambitious businesses that aim to stay ahead of the curve. The platform's modern interface and user-friendly design facilitate quick adoption and ease of use, allowing teams to focus on strategic initiatives rather than getting bogged down by complex decision-making processes. By putting the power of data and customizable rules in the hands of users, DecisionRules enhances the overall decision-making landscape, making it a valuable asset for any forward-thinking organization.\n\nIn essence, DecisionRules stands out in its category by offering a robust, scalable solution that transforms how businesses approach decision-making. With its real-time processing capabilities, seamless integration, and focus on user empowerment, DecisionRules is not just a tool; it is a strategic partner that enables organizations to think faster, act smarter, and achieve their goals with confidence.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c1cf75cb-1a35-4024-a4e1-97533a9bf00f.png","url":"https://www.softwareadvice.co.uk/software/383250/decisiongrid-io","@type":"ListItem"},{"name":"DataPath Summit","position":22,"description":"Summit is a cloud-based solution for administering consumer-directed healthcare accounts, premium billing and insurance payments. Summit can be deployed on-premise or in the cloud to be accessed via any browser, including the browsers on mobile devices.\n\n\nSummit supports administration of flexible spending accounts (FSAs), health savings accounts (HSAs), health reimbursement accounts (HRAs), transit accounts and premium billing arrangements including COBRA, retiree billing and more.\n\n\nThe solution can also link health care and compensation payments to a proprietary debit card solution for small or midsize businesses and offer large-scale provider payments for enterprise insurance entities. Summit helps in managing client and broker relationships. It offers secure broker access, consolidation and integration, default settings and wizards and full white label branding.\n\n\nSummit is available on a per participant per month basis. Support, training and implementation services are offered as well.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ffc28020-8c3e-4fe5-a935-beb057d1a421.webp","url":"https://www.softwareadvice.co.uk/software/154984/summit","@type":"ListItem"},{"name":"SIBRO","position":23,"description":"Sibro is the simplest and easiest solution, specifically developed to manage end-to-end insurance businesses. It helps you keep track of all policies, claims and installments, reminding you about follow-ups and renewal dues.\n\n\nSibro not only makes your work faster and simpler but also helps you stay organized, scale better and grow faster. It automates double work so once you have filled certain details, the platform will automatically prefill them in future actions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d9479fc0-09fb-459c-acf8-a90d6ec2f375.png","url":"https://www.softwareadvice.co.uk/software/88190/sibro","@type":"ListItem"},{"name":"InsureCert","position":24,"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":25,"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"}],"numberOfItems":25}
</script>