17 years helping Australian businesses choose better software
Insurance Rating Software
Insurance Rating software automates rate management and policy underwriting for insurance agencies.
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"I am SO impressed with how quickly they respond to me within minutes when I have a concern. I was..."
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Elizabeth
Agency Owner in US
This information was sourced from NowCerts
Comparative Insurance Rating
Customizable Reports
Carrier Upload
MGA Administration
Multiple Line Rating
Commercial Lines
Claims Management
Multi-State
Broker/Agent Portal
This information was sourced from verified user reviews of NowCerts
Pros:
There's a lot to the system but once you work with it for a bit you will learn as you go. For what you get, the price is terrific as well.
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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.
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This information was sourced from NowCerts
Who Uses NowCerts?
Momentum by NowCerts services Independent Agents and Captive Agents with Commercial and Personal lines books of business software to run their day to...
"All the insurance data that I need can be found here. Licenses, regulations, even outstanding fees..."
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Ingrid
Insurance Doctor in Argentina
This information was sourced from Applied Epic
Comparative Insurance Rating
Customizable Reports
Carrier Upload
MGA Administration
Multiple Line Rating
Commercial Lines
Claims Management
Multi-State
Broker/Agent Portal
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.
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Cons:
Integration with other software is faulty. New windows create clutter.
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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.
"As an SME transitioning from a traditional to a more digitised workflow, there are many specific..."
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Sum Sze
PR Account Executive in UK
This information was sourced from mPACS
Comparative Insurance Rating
Customizable Reports
Carrier Upload
MGA Administration
Multiple Line Rating
Commercial Lines
Claims Management
Multi-State
Broker/Agent Portal
This information was sourced from verified user reviews of mPACS
Pros:
We like that the system allows a great degree of control and allows us to configure our own settings as and when they change.
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Cons:
If the internet fails, Mpacs crashes and there's no autosave feature, meaning any work is lost. Slow at saving files or changing category of saved files.
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This information was sourced from mPACS
Who Uses mPACS?
Insurance Brokers, Agencies, MGAs and Lloyds Coverholders
"I look up customer information that we have on Surefyre in order to streamline my workflow or..."
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Ingrid
Insurance Doctor in Argentina
This information was sourced from Surefyre
Comparative Insurance Rating
Customizable Reports
Carrier Upload
MGA Administration
Multiple Line Rating
Commercial Lines
Claims Management
Multi-State
Broker/Agent Portal
This information was sourced from verified user reviews of Surefyre
Pros:
Anybody with any relevant office experience should be able to learn easily. Google integrated and internet based platform with tabs for outbound email and click to add calendar.
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Cons:
Nothing, and I can't stress this enough, NOTHING works.
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"The Innoveo Skye is a no-code platform that made it possible for me, being a functional analyst, to..."
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Rafael
Functional Analyst in Brazil
This information was sourced from Innoveo Skye
Comparative Insurance Rating
Customizable Reports
Carrier Upload
MGA Administration
Multiple Line Rating
Commercial Lines
Claims Management
Multi-State
Broker/Agent Portal
This information was sourced from verified user reviews of Innoveo Skye
Pros:
It's like it is built on what you already know about building UIs. I would definitely recommend this to anyone who quickly wants to create an application.
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Cons:
No in-built reporting and dashboards capabilities.
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This information was sourced from Innoveo Skye
Who Uses Innoveo Skye?
Innoveo’s cloud based, AI enabled no-code platform, Innoveo Skye® is currently in production globally at over 30 industry leaders across insurance,...
"I used it when I worked at an insurance agency for 8 years and it was very beneficial when giving..."
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Michelle
Maintenance Coordinator in US
This information was sourced from PL Rating
Comparative Insurance Rating
Customizable Reports
Carrier Upload
MGA Administration
Multiple Line Rating
Commercial Lines
Claims Management
Multi-State
Broker/Agent Portal
This information was sourced from verified user reviews of PL Rating
Pros:
Admin settings are very easy to navigate. Carrier log-in is pretty simple and takes just a few minutes to set up.
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Cons:
Many of the company questions are repetitive, sometimes unclear, and in many instances it does not seem as though the answers actually pull over to the company.
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"I would first like to mention the stars above may not directly line up with our experience. We had..."
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Garret
Marketing Manager in US
This information was sourced from EASA
Comparative Insurance Rating
Customizable Reports
Carrier Upload
MGA Administration
Multiple Line Rating
Commercial Lines
Claims Management
Multi-State
Broker/Agent Portal
This information was sourced from verified user reviews of EASA
Pros:
Additionally, we receive very good support from EASA when it is needed. In the course of about 4-5 years we have been able to effectively deploy 30+ EASA apps across our enterprise.
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Cons:
Getting results (or partial results) out of EASA can be more difficult than it needs to be. For example, copying and pasting data from a table in EASA doesn't work well.
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This information was sourced from EASA
Who Uses EASA?
Any business looking to replace their Excel tools with a costly commercial or custom application.
Australia, Austria, Belgium, Canada, China, Denmark, Finland, France, Germany, Greece
, Hong Kong SAR China, Indonesia, Ireland, Israel, Italy, Japan, Malaysia, Netherlands, New Zealand, Norway, Poland, Portugal, Singapore, South Korea, Spain, Sweden, Switzerland, Taiwan, Thailand, Türkiye, Ukraine, United Kingdom, United States
and 23 others
"It has all the feature and tools that I need to manage our CRM needs and they do it in smoother..."
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Nurul Salimah
Oracle Database Administrator in Malaysia
This information was sourced from Better Agency
Comparative Insurance Rating
Customizable Reports
Carrier Upload
MGA Administration
Multiple Line Rating
Commercial Lines
Claims Management
Multi-State
Broker/Agent Portal
This information was sourced from verified user reviews of Better Agency
Pros:
This product was easy to use and integrate into our agency. The results were immediate, and the team took to it very quickly.
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Cons:
The worst part about this company is the extreme lack of customer service as well as knowledge of their own products. Further, as my title states, it was "a solution with empty and broken promises.
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"My team is significantly more efficient using AgentCubed than they were on our previous CRM. In..."
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Kyal
Senior Vice President - HealthCompare Insurance Services Inc. in US
This information was sourced from AgentCubed
Comparative Insurance Rating
Customizable Reports
Carrier Upload
MGA Administration
Multiple Line Rating
Commercial Lines
Claims Management
Multi-State
Broker/Agent Portal
This information was sourced from verified user reviews of AgentCubed
Pros:
The information is normally bestowed to the leading master available to bargain with the lead, which progresses the probability of changing the lead over to a bargain.
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Cons:
Entering and editing records is too clunky and rigid, and it's too difficult to move in and out of customer profiles when trying to handle multiple tasks.
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This information was sourced from AgentCubed
Who Uses AgentCubed?
Our platform is tailored for medium to large agencies and call centers. All insurance verticals including P&C, Health, Life, and Medicare
Australia, Austria, Bahrain, Belgium, Canada, Croatia, Czechia, Denmark, Estonia, Finland
, France, Germany, Greece, Hong Kong SAR China, Hungary, Iceland, Indonesia, Ireland, Israel, Italy, Japan, Liechtenstein, Lithuania, Luxembourg, Malaysia, Malta, Mexico, Netherlands, New Zealand, Norway, Philippines, Poland, Portugal, Qatar, Singapore, Slovakia, South Africa, South Korea, Spain, Sweden, Switzerland, Taiwan, Thailand, United Arab Emirates, United Kingdom, United States, Vietnam
and 37 others
"Cooper Rose Digital is a highly agile system with the ability to handle fast paced product launches..."
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Gemma
Head of Operations and Change in UK
This information was sourced from Cooper Rose Digital Full Suite
Comparative Insurance Rating
Customizable Reports
Carrier Upload
MGA Administration
Multiple Line Rating
Commercial Lines
Claims Management
Multi-State
Broker/Agent Portal
This information was sourced from verified user reviews of Cooper Rose Digital Full Suite
Pros:
Straight forward process to make amendments to existing quotes or policies. Good oversight given into overall book of quotes/policies and status of each.
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Cons:
The search by clients name doesn't always work which can be a little frustrating at times.
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This information was sourced from Cooper Rose Digital Full Suite
Who Uses Cooper Rose Digital Full Suite?
Worldwide, MGA, Agents, Brokers, Insurers and any insurance distribution business.
"Rates come back pretty quick and are fairly accurate. Accuracy depends on the quality of information..."
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Zane
District Manager in US
This information was sourced from AccuAgency
Comparative Insurance Rating
Customizable Reports
Carrier Upload
MGA Administration
Multiple Line Rating
Commercial Lines
Claims Management
Multi-State
Broker/Agent Portal
This information was sourced from AccuAgency
Who Uses AccuAgency?
Designed for small to midsize independent insurance agencies, it is an agency management tool that provides client follow-up reminders, ACORD forms,...
"We have been using LifeGuide for over 25 years and, while we have tried the competitors we always..."
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Lawrence Ian
Expert in Living Benefits, Governance and Agent accountability in Canada
This information was sourced from LifeGuide
Comparative Insurance Rating
Customizable Reports
Carrier Upload
MGA Administration
Multiple Line Rating
Commercial Lines
Claims Management
Multi-State
Broker/Agent Portal
This information was sourced from LifeGuide
Who Uses LifeGuide?
Insurance research tool that enables financial institutions, brokers, advisors, agents, & lawyers to make informed insurance-related choices through...
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