Insurance Software
- Filter Results
Livegenic
Software Description: Livegenic simplifies business operations by enabling real-time communication through interactive technology. Its flagship product allows businesses to “see what the customer sees,” providing instant solutions for field service, claims, insurance, and inspections. Livegenic enhances customer service with live visual support.
Features
Real-Time Visual Assistance
Interactive Communication
Seamless Integration
Document & Evidence Capture
Pros
- Enhanced Communication
- Easy Integration with Existing Systems
- Improved Efficiency
Cons
- Occasional Technical Issues
- Learning Curve
- Limited Customization
Commence
Software Description: Commence CRM is an all-in-one platform for small and mid-sized businesses, offering tools for sales, marketing, customer support, and project management. With advanced customizability and strong reporting, it bridges the gap between low-cost CRMs and complex enterprise solutions.
Features
Comprehensive Sales Pipeline Management
Integrated Marketing Automation
Customer Support and Ticketing System
Advanced Reporting and Analytics
Pros
- Highly Customizable and Flexible
- Robust Feature Set for SMBs
- Intuitive User Interface
Cons
- Limited Mobile Functionality
- Absence of a Free Version
- Interface Modernization Needed
Benelinx
Software Description: Benelinx is a cloud-based agency management solution for employee benefits brokers. It automates sales, renewals, and client services, integrating with Salesforce to provide real-time data and enhance productivity. With features like custom proposals, client self-service, and actionable insights, it simplifies agency management.
Features
Real-Time Reporting
Customizable Proposals
Client Portal
Workflow Management
Pros
- Streamlined Operations
- Customizable Proposals
- Client Self-Service Portal
Cons
- Learning Curve
- Integration Challenges
- Cost Considerations
Athena
Software Description: Athena is a cloud-based platform offering custom inspection management for construction and tailored insurance software for life and general insurance agents. It supports scheduling, deficiency tracking, homeowner interaction, and policy management with an integrated, easy-to-use system.
Features
Comprehensive CRM
Task and Workflow Automation
Sales and Pipeline Management
Reporting and Analytics
Pros
- Customizable Inspection Templates
- Integrated Scheduling and Communication
- User-Friendly Interface
Cons
- Limited Reporting Features
- Occasional Performance Issues
- Integration Challenges
AgentSync
Software Description: AgentSync offers modern, automated tools for insurance producer management and compliance. Its core product, Manage, helps carriers, agencies, and MGAs streamline licensing, appointments, and onboarding—reducing costs, improving efficiency, and preventing regulatory violations.
Features
Automated Compliance Management
Frictionless Producer Onboarding
Real-Time NIPR Integration
Customizable Dashboards and Reporting
Pros
- Comprehensive Licensing Management
- Scorecard Feature for Licensing Requirements
- User-Friendly Interface
Cons
- Limited Customization Options
- Integration Challenges
- Learning Curve for New Users
PlanetBids
Software Description: PlanetBids simplifies contractor registration by validating vendor data in real-time and managing prequalification across multiple levels. The platform integrates additional agency databases to diversify the vendor pool, including minority and women-owned businesses. It is trusted for Construction and Public Works projects.
Features
Bid Management
Vendor Management
Document Management
Compliance Management
Pros
- Ease of Use
- Comprehensive Functionality
- Customer Support
Cons
- Limited Customization
- Integration Challenges
- Occasional Performance Issues
Insly
Software Description: Insly provides low/no-code insurance software for MGAs and insurance companies, empowering executives and underwriters with tools for launching and managing products. Features include accounting, claims, reporting, and debt collection with automatic reminders, streamlining operations and optimizing efficiency.
Features
Low/No-Code Insurance Platform
Comprehensive Claims Management
Integrated Accounting & Reporting
Debt Collection Automation
Pros
- Cloud-Based Accessibility
- Comprehensive Functionality
- User-Friendly Interface
Cons
- Internet Dependency
- Customization Limitations
- Real-Time Quoting Delays
AgencyBloc AMS+
Software Description: AgencyBloc AMS+ is a comprehensive sales and servicing management solution for the health, benefits, and senior insurance sectors. It centralizes lead, prospect, and client management, enhancing efficiency and sales, while offering tools to improve client retention.
Features
Health Insurance CRM
Client & Policy Management
Integrated Sales and Servicing Automation Tools
Downline Agent & Agency Management
Pros
- Ease of Use
- Comprehensive Features
- Customer Support
Cons
- Pricing Transparency
- Customization Limitations
- Learning Curve
Agreement Express
Software Description: Agreement Express streamlines merchant onboarding and risk underwriting through its customizable Merchant ScanXpress solution. Designed for ISOs, ISVs, and payment facilitators, it allows rapid creation of risk scoring models tailored to specific business needs, reducing onboarding time to minutes.
Features
Customizable Risk Scoring Models<br />
Automated Merchant Onboarding<br />
Seamless Integration with Payment Platforms<br />
Compliance & Document Automation<br />
Pros
- Accelerated Merchant Onboarding
- Customizable Risk Scoring Models
- Integration Capabilities
Cons
- Learning Curve for New Users
- Limited Customization in Certain Areas
- Pricing Transparency
KVV
Software Description: KVV is an insurance software built for brokers and financial service providers. It manages customer contracts, claims, tasks, and appointments. With features like change history, commission tracking, email functions, and BiPRO integration, it boosts efficiency and connectivity.
Features
Contract Change History
Commission Statements
BiPRO Interfaces
Email & Document Templates
Pros
- User-Friendly Interface
- Comprehensive Feature Set
- Reliable Customer Support
Cons
- Limited Integrations
- Customization Constraints
- Initial Learning Curve
ParaCode
Software Description: ParaCode is a cloud-based policy administration and claims platform for insurers, MGAs, and brokers. Designed by insurance pros, it enables fast product launches, improved underwriting, and online sales. Flexible, fast to implement, and cost-effective, ParaCode empowers you to grow your business.
Features
No-Code Product Builder<br />
End-to-End Policy Administration<br />
Integrated Claims Management<br />
Customizable Workflow Automation<br />
Pros
- Versatile and Efficient Platform
- Exceptional Customer Support
- User-Friendly Interface
Cons
- Limited Public Feedback on Drawbacks
- Potential Learning Curve for Complex Features
- Integration with Existing Systems
CrunchWork
Software Description: CrunchWork is a cloud-based software for insurance claims management, designed for builders, restorers, and insurance companies. It streamlines the claims process, offering flexibility to tailor workflows to specific needs. CrunchWork centralizes all tools into one platform, improving efficiency and giving a competitive edge.
Features
Business Process Automation
Task Management
Collaboration Tools
Customizable Fields
Table of Contents
Log In