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Insurance Policy Software
Insurance Policy software monitors the insurance policy lifecycle from generation to renewal, increasing efficiency and decreasing the cost of processing.
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Local product
equisoft/manage
Local product
Equisoft/manage’s modern, rules-based PAS ensures operational excellence through built-in best of breed business processes.
Learn more about equisoft/manage
Equisoft/manage is a state-of-the-art insurance Policy Administration System (PAS) that gives the carrier an enterprise-grade solution without the cost and IT complexity. It is a cloud-deployed, turn-key SaaS solution with out-of-the-box life, annuity & final expense insurance products built-in and ready to launch. Equisoft/manage provides end-to-end policy administration, from new business & underwriting to policy servicing, billing & payments, commissions & hierarchy management.
Learn more about equisoft/manage
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Macaw is a flexible Policy Management platform supporting applications, renewals, underwriting & policy servicing processes.
Learn more about Macaw
Macaw AMS is a cloud-hosted Insurance Agency Management Platform that helps end to end activity of MGAs & Brokers, covering CRM, Sales, Underwriting, Services, Claims and Accounting.
The system has built-in Document Management System, Rules and Workflow components. Essential integrations are available with Payment Gateway, eSign and email marketing.
Macaw AMS enables the Customers, Producers as well as Carrier Partners like to self serve with the help of the specialized portals.
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Revolutionize policy issuance with Verity. Automate tasks, customize workflows, and ensure accurate billing with our integrated system.
Learn more about Verity
Tired of manual paperwork and lengthy policy issuance processes? Say hello to Verity, the software solution that revolutionizes policy issuance. With Verity, MGAs and Program Administrators can effortlessly generate policies, customize workflows, and automate tasks. The integrated accounting system ensures accurate billing and premium accounting. Experience the speed and simplicity of policy issuance with Verity.
Learn more about Verity
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Life insurance quoting tool that helps agents create quotes for their clients via their websites, mobile devices, & PCs.
Learn more about Compulife Quote Software
Life insurance quoting tool that helps agents create, process, and manage coverage quotes in batches and embed them across websites, mobile devices, & PCs.
Learn more about Compulife Quote Software
Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Jenesis offers an insurance agency management system, website design, and digital marketing services to insurance agencies.
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.
Learn more about Jenesis Software
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Momentum AMP (Agency Management Platform), a comprehensive experience designed to support you at every turn.
Momentum AMP (Agency Management Platform) by NowCerts, a comprehensive experience designed to support you at every turn. The ultimate goal is to offer insurance agents EVERYTHING they need in one platform to run their agency while allowing agencies to leverage all of our services or just a few... The company will provide independent agents options as to what technology they wish to use while giving them a centralized hub to manage their business, store all their data, and connect to any third-party insurance technology platform that connects to our API ecosystem.
Learn more about NowCerts
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Business owners love paying their team with Hourly! Payroll, Time Tracking, GPS, HR and Workers' Comp — all in one place.
Meet Hourly.io, your new best friend for running your small business!
Imagine having a super easy payroll and timekeeping system that works like magic. That's what Hourly.io does, and it's perfect for small businesses like yours.
It's like having a helpful buddy who takes care of the tricky stuff – payroll, workers' comp, and taxes – so you can focus on what you love doing most in your business.
Here's the cool part: with Hourly.io, you can say goodbye to the headache of dealing with audits. There are no sneaky extra costs or hidden fees – it's all clear and simple.
This means you get to save money and time, two things we know are super important for your business.
Using Hourly.io is a breeze. You don't need to be a computer whiz or a math genius to use it.
It's designed to be super user-friendly, so you'll get the hang of it in no time.
Plus, it keeps everything in one place, making your life a whole lot easier.
Ready to make running your business stress-free?
Learn more about Hourly
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management.
A1 Tracker insurance policy management software is robust and includes features to manage insurance policies, insurance quotes, customer service, and claims management. A1 Tracker is suitable for businesses for health insurance, liability, commercial, aviation, marine, umbrella, excess, fire, floor, auto, and more. Manage & automate renewal, notifications, notices, premiums, commissions, & payments. Insurance CRM to track sales & insurance application status.
Learn more about A1 Tracker
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Local product
Expiration Reminder
4.5
(43)
Local product
Local product
Stay Compliant with Timely Insurance Renewals.
Simplify and automate insurance management.
Simplify Insurance Renewal Tracking and Ensure Compliance.
Automate your insurance tracking with timely reminders, centralized data management, and instant audit-ready reports—backed by top-tier security, including HIPAA, SOC 2, and GDPR compliance.
Key Benefits:
*Automated Reminders: Ensure timely renewals with proactive alerts via email, SMS, and WhatsApp.
*Tool Integration: Seamlessly connect with tools like BambooHR, Microsoft Teams, Asana, QuickBooks, and more.
*Employee Self-Updates: Empower your team to self-onboard and manage their own records, reducing admin tasks.
*Smooth Data Import: Easily import data from spreadsheets or sync with your preferred apps.
Learn more about Expiration Reminder
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
All-Payer Real-time Patient Insurance Verification Solution including Patient Transparency Estimator and Insurance Coverage Discovery.
pVerify provides a leading SaaS platform focused on Patient Healthcare Insurance Eligibility and Benefits Verification via API, SFTP Batch Processing, and Secure Cloud Portal access methods, including ancillary RCM tools like Patient Estimator and Insurance Discovery. pVerify’s Suite of Solutions streamlines front-end insurance eligibility and benefits verification and maximizes back-end Claims and Billing cycle, increasing efficiency and optimizing revenue.
Learn more about pVerify
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Agency management system that assists insurance firms with policy tracking, documentation, accounting and reporting.
Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. Offering knowledgeable and friendly support staff making for an easy transition to a new automation system. Imagine a full featured management system supported by a team of insurance and software experts that is ready to answer your questions immediately! Conversions from other management systems available.
Learn more about Eclipse
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Billy is the most trusted insurance management platform. Track manage and verify insurance and compliance documents in one place.
Billy is an end-end insurance management platform that makes it easy for you to track, verify and report on the compliance status of your vendor's insurance policies.
Billy is trusted by construction companies to collect and verify insurance certificates to enforce contract compliance
Billy is trusted by property managers to manage tenant compliance and collection of insurance data, automate follow-ups with tenants to send notifications about missing or expiring policies.
Learn more about Billy
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Powerful, easy to use, agency management software with all of the features and tools agents want and expect.
We understand that independent insurance agents often struggle to retain customers while working hard to sell new policies. Solve these problems while increasing profit with our online software solution.
Learn more about Agency Advantage
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
An All-in-One Sales, CRM Marketing Automation platform for Insurance Agents to help them save time and accelerate growth.
All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Teams utilize InsuredMines Agency Portal and Mobile App to manage clients & prospects, offering an omnichannel presence and last-mile connectivity.
Learn more about InsuredMine
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
A quick to market, cost efficient solution to managing your Insurance Agency. MPACS highly configurable, robust, agile software.
Mandon Software is a UK Based Company founded in 1999.
Our software MPACS offers a complete solution for managing your database of quotations, policies and claims. Includes rating, documentation, workflow, diary and auditing. On-premises or in the cloud solutions available. Our open API makes it simple to integrate with third parties making tasks more efficient, less open to human error and giving the end customer a more seamless experience.
Learn more about mPACS
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Benefit administration and claims adjudication software for Insurance Companies, TPAs, Government Plans & Self- Administered Groups.
WLT Software is a leader in advanced fully customizable benefit administration and claims adjudication software for Insurance Companies, TPAs, Government Plans & Self Administered Groups. Whether you are just starting, acquiring an existing TPA, or already administering millions of lives, our scalable solutions can be tailored to fit your needs. Our systems have two deployment options available; either on-site installation or as a hosted solution, making them the most flexible systems available for your organization.
Learn more about MediClaims
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Local product
ProNavigator
4.7
(18)
Local product
Local product
ProNavigator is purpose-built for insurance pros to organize every document you need in one convenient, easily searchable place.
ProNavigator is software purpose-built for underwriters, brokers and agents to organize all of their guidelines, wordings, operating procedures and more in one secure, cloud-based portal. We boost your team’s productivity and empower them to become experts by making mission-critical information easily accessible.
Learn more about ProNavigator
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Cloud-based tool that enables organizations to automate the collection, storage, and renewal process.
PINS is an automated software that streamlines insurance certificate management for businesses. It allows for easy collection, storage, and management of insurance certificates from various third parties. With email automation, PINS standardizes the certificate of insurance (COI) process and alerts users to renewals, preventing delays and legal issues due to coverage lapses. Its agent portal uses optical character recognition (OCR) technology for efficient COI verification.
The software also provides advanced compliance reporting and integrates with major construction management systems like Sage 300 CRE and Procore, plus offers a public API for custom integrations. PINS enhances efficiency by optimizing insurance tracking and compliance, saving time and money, and allowing businesses to concentrate on core activities with assurance of proper insurance management.
Learn more about PINS
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Insly has provided full-cycle low/no-code insurance software for MGAs and insurance companies since 2014.
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.
Learn more about Insly
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
The best automation software for modern P&C MGAs, wholesalers, and carriers. Submit, quote, and issue with ease.
- Highly configurable workflow engine for MGAs, Wholesalers, and Carriers
- Increase productivity & efficiency for any P&C insurance line
- Configurable webforms streamline submissions
- Generate quotes, binders, & policies
- OCR tech to scrape data from any PDF submission
- Auto assign tasks, send email notifications, & generate documents
- Custom production reports & bordereaux
- One place for your agents to submit business, message underwriters, & download files
- No code needed
Learn more about Surefyre
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Build your Policy Administration System & streamline operations. Omni-channel distribution, endorsements, claims, for all product lines
We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Innoveo’s cloud-based, AI-enabled, no-code platform, Innoveo Skye®, has been leveraged to deploy applications in the non-admitted, specialty, life, accident & health lines. These applications encompass new business, underwriting, rating, policy management systems, digital claims solutions, and embedded insurance distribution solutions for global clients in the insurance industry.
For more information, visit: www.innoveo.com.
Learn more about Innoveo Skye
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Insurance software for MGAs, Program Admins & Carriers. Handles rating, issuance, doc. mgmt, billing, claims, client portals and more.
Velocity offers an all-in-one P&C insurance solution for MGAs, Program Administrators, Wholesalers, Carriers and Large Retailers. Key features include policy issuance & administration, claims administration, built-in rating, self-service portals (agent & insured), billing & premium accounting, document management, reporting, ACORDs/custom apps, API Library, integration options, self-configuration training and more.
Learn more about Velocity
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
DAVID Corporation is the developer of NAVRISK VISION the alternative risk markets most powerful management automation solution.
NAVRISK VISION is a comprehensive administration tool for General Liability, Medical Practice Liability, and Workers Compensation Claims with additional solutions for Analytics, RMIS, Policy Issuance, Safety and Property Appraisal. We serve clients in the alternative risk market including Self-Insureds, Public Risk Pools, Insurance Brokers, and TPAs.
Learn more about NavRisk
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
Partner Platform's best-in-class management system is praised by clients for its ease of use, breadth of capabilities, & affordability.
Partner Platform's best-in-class agency management system 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.
Learn more about Partner XE
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
For fully compliant remote distribution that recreates the face-to-face meeting experience while keeping both parties protected.
Surfly provides a start to sign solution that allows to sign a new policy remotely, from start to finish, on the same session.
Surfly is fully customizable to fit any distribution model. You can start co-browsing directly from your portal and change look & feel so it matches your branding.
Surfly works on any device and platform, instantly—no software to download and no code to add.
Learn more about Surfly
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Features
- Claims Tracking
- Rating Engine
- Billing & Invoicing
- Renewal Management
- Quotes/Estimates
- Policy Issuance
- Underwriting Management
