Insurance Software

Insurance, claims, and risk professionals to achieve better visibility and control over all aspects of their claims management lifecycle and insured...

Countries available

Australia, Canada, New Zealand, United Kingdom

Languages

English

pVerify

4.3 (41)

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This information was sourced from verified user reviews of pVerify

Ease of Use 4.3
Customer Service 4.4
Value for Money 4.0

Verified reviewers

"Overall our partnership with pVerify has allowed our company to grow and be able to find member's..." Read the full review

Anonymous reviewer

This information was sourced from pVerify

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of pVerify

Pros:

You can also set up individual users right from the interface. The web site is uncomplicated but a white label option would be nice. Read more

Cons:

No secondary insurance verification has affected our company. Read more

This information was sourced from pVerify

Who Uses pVerify?

pVerify provides detailed Eligibility and Estimation data to Healthcare Providers and Practices, Hospital Systems, EHR/EMR Software, Patient-facing...

Countries available

United States

Languages

English

Bitrix24

4.2 (862)

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This information was sourced from verified user reviews of Bitrix24

Ease of Use 3.9
Customer Service 4.0
Value for Money 4.2

Verified reviewers

+

"We have structured our company and all its departments specifically for our company and we are..." Read the full review

Şenol

Business Developer in Türkiye

This information was sourced from Bitrix24

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Bitrix24

Pros:

Bitrix24 is an easy to use software, it allows you to manage the history of contacts or prospects and stored. Read more

Cons:

Some of the tools is hidden on unexpected location inside on other tools and make the navigation process is quite frustrating. Read more

This information was sourced from Bitrix24

Who Uses Bitrix24?

Bitrix24 is a perfect solution for all types of businesses. It has something for every department — sales, marketing, project management, HR, and...

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia , Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia & Herzegovina, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Costa Rica, Croatia, Cuba, Curaçao, Cyprus, Czechia, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Eswatini, Ethiopia, Falkland Islands, Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Isle of Man, Israel, Italy, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Korea, Spain, Sri Lanka, St Helena, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Suriname, Sweden, Switzerland, Syria, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe, Åland Islands and 219 others

Languages

Chinese, English, French, German, Indonesian, Italian, Japanese, Polish, Portuguese, Spanish , Thai, Traditional Chinese, Turkish, Vietnamese and 4 others

EngageBay CRM

4.7 (811)

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This information was sourced from verified user reviews of EngageBay CRM

Ease of Use 4.5
Customer Service 4.8
Value for Money 4.7

Verified reviewers

+

"EngageBay has exceeded my expectations. This program is truly starting to get my business going. I..." Read the full review

Steve

President in Canada

This information was sourced from EngageBay CRM

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of EngageBay CRM

Pros:

I love using a multiform that can manage all of my data and daily functions in the one place without having to sync and integrate multiple platforms using third party service providers. Read more

Cons:

NO SMS Function However I have been told this is coming soon. Read more

This information was sourced from EngageBay CRM

Who Uses EngageBay CRM?

Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to...

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia , Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia & Herzegovina, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Costa Rica, Croatia, Cuba, Curaçao, Cyprus, Czechia, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Eswatini, Ethiopia, Falkland Islands, Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Isle of Man, Israel, Italy, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Korea, Spain, Sri Lanka, St Helena, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Suriname, Sweden, Switzerland, Syria, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe, Åland Islands and 219 others

Languages

English

Jenesis Software

4.7 (277)

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This information was sourced from verified user reviews of Jenesis Software

Ease of Use 4.7
Customer Service 4.9
Value for Money 4.7

Verified reviewers

+

"Absolutely fantastic. Easy to use and understand. The JenesisNow GUI is pleasant and customizable..." Read the full review

Beck

Owner in US

This information was sourced from Jenesis Software

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Jenesis Software

Pros:

Very easy to use and friendly. Integrated email and system letters. Read more

Cons:

Some of the algorithms can be annoying but I know it's due to our administrator requested it. Read more

This information was sourced from Jenesis Software

Who Uses Jenesis Software?

Jenesis is best for Independent Insurance Agencies that focus on personal & commercial lines.

Countries available

United States

Languages

English

Indio

4.5 (230)

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This information was sourced from verified user reviews of Indio

Ease of Use 4.4
Customer Service 4.6
Value for Money 4.6

Verified reviewers

+

"As a new user I love that its helped us be more effective in collecting electronic signatures" Read the full review

Jesse

Personal Lines Account Executive in US

This information was sourced from Indio

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Indio

Pros:

It is very easy to Pick up and the integration was easy to understand. Read more

Cons:

Figuring out how to send and resend stuff. Nothing to do with the software really, probably user error. Read more

This information was sourced from Indio

Who Uses Indio?

Commercial insurance agencies and brokerages

Countries available

Canada, United States

Languages

English

Workday Adaptive Planning

4.5 (206)

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This information was sourced from verified user reviews of Workday Adaptive Planning

Ease of Use 4.2
Customer Service 4.5
Value for Money 4.4

Verified reviewers

+

"We are going into our third budget cycle using Adaptive and it has made our process much more..." Read the full review

Ben

This information was sourced from Workday Adaptive Planning

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Workday Adaptive Planning

Pros:

The basic plan option is solid for a SMB, though there are some individual bells and whistles that I would like it to have like Office Connect that require a more expensive membership. Read more

Cons:

Setting up Adaptive Insights is a crucial, timely, and difficult process. However, the time you put into building your instance initially saves time and pays dividends in the future. Read more

This information was sourced from Workday Adaptive Planning

Who Uses Workday Adaptive Planning?

Finance and FP&A teams who are still using spreadsheets for budgeting and forecasting, but need an affordable solution to solve for broken links,...

Countries available

Australia, Canada, Denmark, Finland, France, Ireland, Japan, Netherlands, New Zealand, Norway , Singapore, South Africa, Sweden, Switzerland, Taiwan, Thailand, United Kingdom, United States and 8 others

Languages

English, French, German, Japanese, Portuguese, Spanish

PhoneBurner

4.8 (173)

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This information was sourced from verified user reviews of PhoneBurner

Ease of Use 4.8
Customer Service 4.8
Value for Money 4.6

Verified reviewers

+

"Extremely happy with this company and their customer service. They did a great job of setting us up..." Read the full review

Tom

National Sales Manager in US

This information was sourced from PhoneBurner

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of PhoneBurner

Pros:

Phone burner integrates seamlessly with our Salesforce and Jungo software allowing us to access all of our leads in a highly efficient manner. Read more

Cons:

There is a gap in where a call should go if it stalls or doesn't connect. There are not disposition buttons for stalled calls that don't go through. Read more

This information was sourced from PhoneBurner

Who Uses PhoneBurner?

Results-driven B2B and B2C businesses. Maximize lead value and rep efficiency with dialer software built to increase answer rates and quality live...

Countries available

Canada, United States

Languages

English

NowCerts

4.8 (149)

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This information was sourced from verified user reviews of NowCerts

Ease of Use 4.7
Customer Service 4.9
Value for Money 4.9

Verified reviewers

+

"NowCerts has allowed us to move away from expensive and clunky QQ Catalyst. They have a nice..." Read the full review

Nik

AGENCY OWNER in US

This information was sourced from NowCerts

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of NowCerts

Pros:

Integration and the ease to send forms, id cards, cois, etc. Read more

Cons:

There is more of a learning curve than I expected. Also, there is a lot going on in terms of the layout which can be a bit intimidating at first. Read more

This information was sourced from NowCerts

Who Uses NowCerts?

NowCerts services Independent Agents and Captive Agents with Commercial and Personal lines books of business. Our AMS provides insurance agencies...

Countries available

United States

Languages

English

Applied Epic

4.2 (138)

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This information was sourced from verified user reviews of Applied Epic

Ease of Use 3.8
Customer Service 4.2
Value for Money 3.7

Verified reviewers

+

"Epic is an easy tool to use whether you’re using the service side, admin/reporting side or using..." Read the full review

Tyler

Committee Member in US

This information was sourced from Applied Epic

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Applied Epic

Pros:

I love the way activities require a follow up date if they are staying open. It eliminates the chance of something being forgotten or falling under our radar. Read more

Cons:

Integration with other software is faulty. New windows create clutter. Read more

This information was sourced from Applied Epic

Who Uses Applied Epic?

Applied Epic® is best for mid-market to enterprise agencies that need to manage the customer lifecycle across all lines of business and staff.

Countries available

Canada, United Kingdom, United States

Languages

English, French

ePayPolicy

4.9 (134)

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This information was sourced from verified user reviews of ePayPolicy

Ease of Use 4.9
Customer Service 4.8
Value for Money 4.8

Verified reviewers

+

"WOW! We love epaypolicy.com. We have been accepting credit card payments at the insurance agency..." Read the full review

Diane

Owner in US

This information was sourced from ePayPolicy

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of ePayPolicy

Pros:

EPay is inexpensive to get into and has just about every add-on you might need to meet your clients' expectations. It's easy to use and easy to train new users on. Read more

Cons:

The few errors we have had occur have been on the client side with input error; however, the transaction declines are appreciated. Read more

This information was sourced from ePayPolicy

Who Uses ePayPolicy?

Independent Agents, MGAs, Brokers, Carriers, Premium Finance Companies

Countries available

Canada, United States

Languages

English

AgencyBloc AMS+

4.8 (128)

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This information was sourced from verified user reviews of AgencyBloc AMS+

Ease of Use 4.7
Customer Service 4.9
Value for Money 4.6

Verified reviewers

+

"Implementing this in 2011 was a huge undertaking with our separate databases for information and..." Read the full review

Nicole

Contracting & Commissions Coordinator in US

This information was sourced from AgencyBloc AMS+

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of AgencyBloc AMS+

Pros:

Prior to this, we were tethered to a server database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same. Read more

Cons:

I know there are some things we don't need or use that I wish you could turn on/off, but that is a VERY minor complaint. Read more

This information was sourced from AgencyBloc AMS+

Who Uses AgencyBloc AMS+?

Insurance agencies of all sizes who sell health, life, group benefits, and senior products.

Countries available

Canada, United States

Languages

English

Creatio CRM

4.7 (122)

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This information was sourced from verified user reviews of Creatio CRM

Ease of Use 4.7
Customer Service 4.7
Value for Money 4.7

Verified reviewers

+

"Working as a marketing manager in the big company, which has several offices all over the world, I..." Read the full review

Veronika

Global Marketing Manager in Ukraine

This information was sourced from Creatio CRM

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Creatio CRM

Pros:

Additionally, out outside sales team love the mobile application. Read more

Cons:

You have to be aware of the changes that you make from the beginning or it would be difficult to go back. Read more

This information was sourced from Creatio CRM

Who Uses Creatio CRM?

Creatio #1 no-code CRM platform helps businesses of 250+ employees from any industry to automate customer-facing and internal processes at speed and...

Countries available

Argentina, Armenia, Australia, Austria, Azerbaijan, Bangladesh, Belgium, Bolivia, Brazil, Bulgaria , Canada, Chile, Colombia, Costa Rica, Croatia, Cyprus, Czechia, Denmark, Dominica, Ecuador, El Salvador, Estonia, Finland, France, Georgia, Germany, Greece, Hungary, Indonesia, Ireland, Isle of Man, Israel, Italy, Japan, Jersey, Jordan, Kyrgyzstan, Latvia, Lebanon, Lithuania, Malaysia, Mexico, Nepal, Netherlands, New Zealand, Norway, Oman, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Saudi Arabia, Singapore, Slovakia, Slovenia, Spain, Sri Lanka, Sweden, Switzerland, Tajikistan, Thailand, Turkmenistan, Türkiye, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Venezuela, Vietnam and 64 others

Languages

Bulgarian, Czech, Dutch, English, French, German, Hebrew, Indonesian, Italian, Polish , Portuguese, Russian, Spanish, Turkish, Ukrainian and 5 others

Agency Matrix

3.7 (102)

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This information was sourced from verified user reviews of Agency Matrix

Ease of Use 3.7
Customer Service 3.4
Value for Money 3.8

Verified reviewers

"It is better than what we had but not as good as what I had hoped for" Read the full review

Mark

owner in US

This information was sourced from Agency Matrix

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Agency Matrix

Pros:

This is a great starter system and really good for a small operation. Read more

Cons:

It has been hard on occasion to get a hold of customer service. Read more

This information was sourced from Agency Matrix

Who Uses Agency Matrix?

Independent insurance agencies and brokers in the United States.

Countries available

United States

Languages

English

Snappii

4.6 (72)

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This information was sourced from verified user reviews of Snappii

Ease of Use 4.4
Customer Service 4.5
Value for Money 4.5

Verified reviewers

+

"Snappii mobile enterprise app development platform is a real alternative to hiring expensive mobile..." Read the full review

Bahar

Reviewer in Bangladesh

This information was sourced from Snappii

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Snappii

Pros:

Snappii offers web service integration and can connect to enterprises' back-end systems for secure data transition. Read more

Cons:

Hard to gather data for analysis and management purposes. Read more

This information was sourced from Snappii

Who Uses Snappii?

From small businesses to Fortune 100 companies

Countries available

Australia, Canada, Germany, United Kingdom, United States

Languages

Arabic, Chinese, Danish, Dutch, English, French, German, Hebrew, Italian, Japanese , Korean, Portuguese, Russian, Spanish, Swedish and 5 others

EZLynx

3.7 (68)

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This information was sourced from verified user reviews of EZLynx

Ease of Use 3.6
Customer Service 3.3
Value for Money 3.2

Verified reviewers

+

"EzLynx is best solution for any insurance agent who is growing. EzLynx helps agency to streamline..." Read the full review

Pramod

Business Analyst in India

This information was sourced from EZLynx

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of EZLynx

Pros:

It has a great potential and lots of options included that others charge extra for. Read more

Cons:

Obtaining accurate reports is very difficult. They are often broken and will timeout during download. Read more

This information was sourced from EZLynx

Who Uses EZLynx?

Independent insurance agents seeking to expand their agency's productivity and streamline workflows.

Countries available

United States

Languages

English

A1 Tracker

4.9 (67)

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This information was sourced from verified user reviews of A1 Tracker

Ease of Use 4.8
Customer Service 5.0
Value for Money 4.8

Verified reviewers

"We like that this program is extremely flexible and customizable. You can even have them help you..." Read the full review

Rufina

Insurance Agent in US

This information was sourced from A1 Tracker

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of A1 Tracker

Pros:

This detailed level of reporting ability allowed the company to collect and analyze accident and injury data to help improve our safety and health management systems. Read more

Cons:

When I run into an issue it is usually due to my lack of software knowledge, however, the A1 customer service teams also responds promptly and explains everything so I understand it. Read more

This information was sourced from A1 Tracker

Who Uses A1 Tracker?

Small, medium, and enterprise organizations seeking one or more solutions in these categories: - Risks - Contract Management - Litigation - Claims &...

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia , Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia & Herzegovina, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Costa Rica, Croatia, Cuba, Curaçao, Cyprus, Czechia, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Eswatini, Ethiopia, Falkland Islands, Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Ireland, Isle of Man, Israel, Italy, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, Netherlands, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Korea, Spain, Sri Lanka, St Helena, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Suriname, Sweden, Switzerland, Syria, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe, Åland Islands and 215 others

Languages

Arabic, Basque, Brazilian Portuguese, Bulgarian, Catalan, Chinese, Croatian, Czech, Danish, Dutch , English, Estonian, European Portuguese, Finnish, French, Galician, German, Greek, Hebrew, Hindi, Hungarian, Icelandic, Indonesian, Irish, Italian, Japanese, Kazakh, Korean, Latvian, Lithuanian, Malay, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian, Serbian, Slovak, Slovenian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese and 37 others

Sentry

4.8 (65)

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This information was sourced from verified user reviews of Sentry

Ease of Use 4.3
Customer Service 4.4
Value for Money 4.6

Verified reviewers

+

"We didn't have to configure and support anything for error tracking and alerting, Sentry is really..." Read the full review

Maxim

Co-Founder in US

This information was sourced from Sentry

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Sentry

Pros:

Sentry is simple to use and gives a good overview of bugs and errors in projects. It will immediately alert you, which is important in time critical projects. Read more

Cons:

Absolutely nothing, it helped a lot with user generated errors. Read more

This information was sourced from Sentry

Who Uses Sentry?

Loved by over 4 million developers and more than 100,000 organizations worldwide, Sentry provides code-level observability to many of the world’s...

Countries available

Australia, Brazil, Canada, China, Germany, Japan, United Kingdom, United States

Languages

English

HawkSoft CMS

4.4 (62)

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This information was sourced from verified user reviews of HawkSoft CMS

Ease of Use 4.3
Customer Service 4.6
Value for Money 4.3

Verified reviewers

+

"We have used many AMS like AMS360, EzApps, etc for different agencies, but HawkSoft is the BEST. It..." Read the full review

Pramod

Business Analyst in India

This information was sourced from HawkSoft CMS

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of HawkSoft CMS

Pros:

We like the functionality and the quality of the support team, plus how it easily integrates with external applications (Outlook, QuickBooks and DocuSign). Read more

Cons:

It's all lumped under "other. Commission Reports for Life & Health are difficult to reconcile for various reasons. Read more

This information was sourced from HawkSoft CMS

Who Uses HawkSoft CMS?

HawkSoft is for Commercial and Personal Lines agencies who value a meaningful, long-term relationship with a privately-owned company that delivers...

Countries available

United States

Languages

English

Compulife Quote Software

4.9 (62)

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This information was sourced from verified user reviews of Compulife Quote Software

Ease of Use 4.9
Customer Service 4.9
Value for Money 5.0

Verified reviewers

+

"I love both the ability to customize quotes (companies quoted, products quoted, and a myriad of..." Read the full review

Gerry

Professional Licenses in US

This information was sourced from Compulife Quote Software

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Compulife Quote Software

Pros:

Incredibly powerful tool to help clients and make money. Read more

Cons:

The only thing I don't like is not having Table ratings but they are working on adding it very soon. Read more

This information was sourced from Compulife Quote Software

Who Uses Compulife Quote Software?

Designed for life insurance agents and agencies to manage clients' life insurance term quotes including products such as return of premium term,...

Countries available

Canada, United States

Languages

English

AgentExpress

4.6 (56)

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This information was sourced from verified user reviews of AgentExpress

Ease of Use 4.7
Customer Service 4.8
Value for Money 4.1

Verified reviewers

"I have been involved with Marketplace since before it went live 4 seasons ago. The first year all..." Read the full review

Brian

US

This information was sourced from AgentExpress

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from AgentExpress

Who Uses AgentExpress?

Health insurance agents looking to save time on ACA enrollments. We provide a faster, more user friendly solution to healthcare.gov.

Countries available

United States

Languages

English

Anagram

4.7 (49)

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This information was sourced from verified user reviews of Anagram

Ease of Use 4.6
Customer Service 4.6
Value for Money 4.5

Verified reviewers

"I have always had a good experience & it pays for itself with 1 or 2 patients" Read the full review

Kristy

optician in US

This information was sourced from Anagram

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Anagram

Pros:

Having the out of net reimbursement show first helps determine an overall price without going thru the whole claim. Read more

Cons:

Its quite frustrating at times. We filed claims and providers say they never received the claim. Read more

This information was sourced from Anagram

Who Uses Anagram?

Optometrist, Ophthalmologist, and Optician Practices

Countries available

Canada, United States

Languages

English

Commence

4.9 (44)

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This information was sourced from verified user reviews of Commence

Ease of Use 4.8
Customer Service 4.9
Value for Money 4.7

Verified reviewers

"I use Commence for calendaring, contact management, task management and timekeeping. When it comes..." Read the full review

Robert

Owner in US

This information was sourced from Commence

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Commence

Pros:

I have to say thank you to Commence Tech Support. Read more

Cons:

Inability to store files (docs, PDFs, etc) directly within the database. Lack of formatting options (highlighting, bullets) in text fields. Read more

This information was sourced from Commence

Who Uses Commence?

Ideal for businesses for 5 to 100 users that need more than the basics but the not the cost and complexity of higher end solutions costing much more....

Countries available

Canada, United Kingdom, United States

Languages

Dutch, English, French

Commissionly

4.9 (44)

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This information was sourced from verified user reviews of Commissionly

Ease of Use 4.7
Customer Service 4.9
Value for Money 4.9

Verified reviewers

+

"We previously managed commissions manually with spreadsheet. Commissionly saves hours of time and..." Read the full review

Cathy

EA in US

This information was sourced from Commissionly

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of Commissionly

Pros:

If I am honest, the price. It does everything I need, but is by far one of the most cost effective on the market. Read more

Cons:

Hard to find cons as it fits my needs. Let's say multilingual and multicurrency if you need those features. Read more

This information was sourced from Commissionly

Who Uses Commissionly?

Our target market is small and Mid-Market Companies including Payments, Insurance, Financial Services, Health Energy, Education, Telecoms, and others.

Countries available

Australia, Canada, United Kingdom, United States

Languages

English

QQCatalyst

3.2 (42)

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This information was sourced from verified user reviews of QQCatalyst

Ease of Use 3.4
Customer Service 2.9
Value for Money 3.1

Verified reviewers

+

"Is an excellent management system very easy to use an understand I neve would it let it go if the..." Read the full review

Monica

owner in US

This information was sourced from QQCatalyst

Insurance Rating
Activity Tracking
Policy Management
Self Service Portal
Contact Management
Audit Trail
Workflow Management
Quotes/Estimates
Document Management

This information was sourced from verified user reviews of QQCatalyst

Pros:

With a bit of time, the user interface and liberation to use off-the-shelf accounting such as Quick Books Pro saves time, money and solves the staffing learning cure. Read more

Cons:

Everything is bad about this product ,not user friendly at all. Read more

This information was sourced from QQCatalyst

Who Uses QQCatalyst?

Cloud-based insurance agency management solution that helps businesses of all sizes manage sales pipeline, email marketing, prospects, employee...

Countries available

United States

Languages

English

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