Insurance Agency Software
Running an insurance agency means juggling client files, policy details, commission tracking, and deadlines across email, spreadsheets, and filing cabinets. Insurance agency software brings all your clients and their policies into one searchable hub, so you stop hunting for documents when renewal time hits. You can track commissions and payouts automatically, manage leads and renewals from a calendar view, and pull reports on which book of business is performing without manual tallying. The real win is having instant visibility into client history and policy status when someone calls with a question, plus the ability to batch-process routine tasks like sending renewal notices instead of clicking through fifty individual emails. If you are after something more specific, have a look at our Claims Processing Software or Insurance Policy Software categories.
Powerful Health Insurance Software for Brokers. The Quotit technology platform is designed to allow independent brokers/agencies access to compliant technology on a subscription basis that would otherwise be available only to larger, national brokers. This development provides… Learn more about Quotit Corporation.
Established in 1999, Risk Free is a leading provider of financial software solutions for Insurance (Risk and General Insurers), Mortgage (Lenders,Brokers/IFAs) and financial markets. Risk Free has a wide range of software packages available that can be tailored to meet a… Learn more about RiskFree.
Agile & Cost Effective Cloud Solution for Risk Managers within Captives, Risk Pools, RRG's, Self Insured entitties and Service Providers like Captive Managers, Brokers or Claim Handlers. Learn more about RiskVille.
We’re focused on providing the best advice for our clients. For over 60 years, we’ve been helping businesses who understand the value of expert advice make the right decisions. We like to get to know our clients and their businesses so that we can tailor the advice which we… Learn more about RMT Technology.
SambaSafety® is the pioneer and leading North American provider of cloud-based mobility risk management software solutions for organizations with commercial and non-commercial drivers. Through analyzing the correlation of driver information, our software identifies high-risk… Learn more about SambaSafety.
Solartis specializes in insurance policy administration automation, business process outsourcing and advisory services that deliver lower costs, more consistent underwriting decisions, faster response times, and improved customer service. Solartis is dedicated to driving the… Learn more about Solartis LLC.
Surefyre is a cloud-based software platform used by insurers, MGAs, and agents to easily work directly with each other, quickly close business, underwrite, manage policies, and much more. We allow insurers, agents, and eventually policyholders to easily connect and do business… Learn more about Surefyre.
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals… Learn more about USI Insurance Services.
Veruna is the result of years of frustration with “good enough” insurance industry technology. With both its new agency management solution built on the Salesforce platform and its leading consultancy services, Veruna is challenging independent insurance agents to walk away… Learn more about Veruna.
Unlike any platform that currently exists, VIO has been developed on the premise that all parties related to an insurance portfolio can communicate in real-time and, where possible, via automatic systems. VIO brings broker management, policy lifecycle management, customer… Learn more about Vio.