AgentCubed fournit une solution unique aux compagnies d'assurance et services de couverture santé. Cette solution permet de résoudre les problèmes rencontrés par les compagnies d'assurance en matière de délai moyen de vente en intégrant la création de devis et l'inscription. Vos problèmes sont ainsi résolus grâce au suivi des leads, au calcul du retour sur investissement, de ventes croisées, de conformité, de rapprochement financier et/ou de rétention des clients. La solution combine la gestion des leads, des politiques et de la distribution au sein d'une plateforme facile d'utilisation.

L'éditeur est fier de proposer un logiciel de gestion des réclamations simple et abordable. Celui-ci a décidé de remédier aux retards technologiques des entreprises du secteur des assurances, souvent obligées d'employer des logiciels onéreux, complexes et lourds. L'éditeur de Claimable considère que chaque détail a son importance ; ce logiciel a été conçu avec minutie afin d'offrir les outils nécessaires à une gestion des réclamations opportune et efficace.

An impressive new version for the best cloud-based Agency Management Software / Maximize your company potential, increase your sales, retain customers, organize tasks and get a high efficiency level keeping you up-to-date with key indicators / AdminSeg is a complete Portfolio Management System, perfect for Insurance Providers, Brokers, Agencies, and every professional in the insurance industry / Already operating in 20 countries / The future of your agency is here. Welcome to AdminSeg V3.

Les compagnies d'assurance indépendantes utilisent Agentero pour générer plus de revenus, gagner du temps et fournir une expérience client de qualité supérieure. La solution s'intègre à votre technologie actuelle pour moderniser vos opérations et stimuler votre croissance. Il s'agit d'une solution unique qui vous offre un contrôle total. Offrez à votre agence plus : - De pipeline prédictif. - De flux de travail intelligents ; et - D'applications de marque. L'éditeur innove au nom d'agences indépendantes, en concevant de nouvelles solutions et en s'assurant que toutes vos technologies sont actualisées.

Better Agency est un CRM (Customer Relationship Management) d'assurance de qualité pour les agents d'assurance générale. Vous vendrez plus de forfaits premium et gagnerez du temps grâce à des campagnes d'automatisation prêtes à l'emploi. Vous pouvez assurer le suivi de chaque prospect, réaliser des ventes croisées pour l'ensemble de votre portefeuille, gérer les demandes de service, communiquer lors de chaque renouvellement et aider les dépositaires de réclamations en un clic. Les pipelines de ventes, de service et de renouvellement permettent aux agents de surveiller chaque client. La solution dispose d'un service d'envoi de SMS intégré, tout en vous permettant de stocker tout document ou dossier de notes de polices.

Une solution qui apporte tous les avantages de l'administration. Tout plan d'avantages peut être créé et géré : médical, dentaire, vision, vie et invalidité, Medicaid, Medicare, supplément Medicare, gestion des soins et des soins de santé à long terme, comptes de dépenses souples (FSA), comptes d'épargne santé (HSA), comptes de remboursement de santé (HRA) et COBRA. Toutes les transactions sont en temps réel, y compris les paiements en ligne intégrés, la maîtrise des coûts, les contrôles de fraude et d'abus, l'appariement des fournisseurs et tarification.

An all-in-one agency software solution. Whether you just need to track your clients, policies, key contacts, and commissions, or you need to automate processes and offer cutting-edge solutions to your groups.

Enhance the customer experience, eliminate the redundancy, end the frustration. Broker Buddha transforms applications and renewals to make your agency more efficient and profitable. On a platform customized with your own agency branding, you can automate tasks, send forms with pre-loaded information, and knock down road blocks. Eliminate PDFs or endless email chains and replace them with a seamless, simplified journey for both the insured and your agents.

Insurance agency automation solution.

Insurance agency management tool that helps users with document storage, commission tracking, endorsements, and more.

Système d'administration d'assurance basé sur le cloud complet et évolutif qui rationalise les processus tels que la souscription, la facturation, etc.

Pathway est une plateforme d'assurance automatisée tout-en-un conçue exclusivement pour aider les compagnies d'assurance à gérer et simplifier les communications avec les clients à l'aide d'e-mails et de SMS. Le logiciel est en mesure d'automatiser les flux de travail de marketing, temps, facturation et renouvellement. Parmi les principaux flux de travail figurent l'entretien des prospects, l'accueil des nouveaux clients, les actions préalables aux renouvellements, les questionnaires, l'envoi de documents, le suivi des devis, les notifications de réclamation, les ventes croisées, les demandes de parrainage, les avis Google, les notifications de facturation, etc.

OneLink CRM is designed for agency owners and individual brokers. Whether you’re looking to boost your production, manage your sales team, handle call campaigns or maximize lead conversions, OneLink has the tools you need to transform your business operations. Organize all of your lead/customer information, and manage multiple policies in a single system. Truly understand your customer and anticipate their needs for higher retention and customer satisfaction.

Comprehensive P&C Agency Management System. Full insurance accounting, commercial submission system, integrated with Outlook mail and calendar. Simple to learn and use. Comprehensive conversions from other systems and very thorough training and after the sale follow up.

Insureon Solutions is a market access provider for insurance agents. With our software, agents can: - Submit business to multiple top-rated insurance carriers simultaneously. - Manage client information. - Automate routine agency tasks. - Quote personal and commercial insurance solutions.

XDimensional Technologies (Brea, CA) develops the SaaS-based Nexsure Insurance Platform. Nexsure has three editions, Agency+, Wholesale+, and Policy Admin+, that share a single database to streamline collaboration and increase productivity across the insurance ecosystem while driving efficient business production, superior customer service, and insightful business management

Online, CRM-based agency management system that includes features such as: SMS/text messaging for clients; mobile device access from personal phone or PDA; Outlook interface; syncs with a variety of comparative raters; agent website interface; AspireCHAT - built in chat feature; automated marketing via email and text messaging; Facebook, Twitter & LinkedIn - integrated within the software.

DataPath Summit is a secure, cloud-based platform for CDH account and COBRA administration. Designed as an everything you could need solution, Summit enables TPAs to break through the boundaries of employer-sponsored benefits administration for FSAs, HRAs, HSAs, Transit accounts, and COBRA billing. Summit's features include default settings and wizards, single record administration for both employers and participants, automated reimbursements, flexible data exchange, and more.

Solution système pour les courtiers d'assurance : SIBRO SIBRO est un logiciel très convivial et utile pour le groupe cible des courtiers d'assurance de l'industrie. SIBRO est un logiciel extrêmement utile pour les agents de courtage d'assurance confrontés à des questions systémiques et procédurales. Compatible avec tablette, mobile, iPad, ordinateur de bureau et doté d'un design réactif. SIBRO a été très bien accepté par les partenaires, car il contient des rapports automatisés et en temps réel.

Quick InsureTech Solutions. Design custom forms connected to our powerful and flexible rating engine, set up payments, bind, and issue policies. Perfect for MGAs, Carriers and Program Managers. Empower brokers with direct to consumer solutions. Fully automated, InsureCert pays commission instantly, manages quotes, auto-renew policies and much more. Launch from zero to full policy automation within days. Give brokers what they want, bespoke digital insurance products!

Provides brokers efficiency of quoting and enrollment. Personal health questionnaires & custom benefit plan elections for group health.

Découvrez la manière dont Salesforce Health Cloud peut impliquer les membres tout au long de leur parcours de soins de santé. Apprenez à personnaliser les soins, rationaliser les demandes d'autorisation avec la gestion de l'utilisation et promouvoir la collaboration pour obtenir les meilleurs résultats possible pour les membres.

CRM Based Insurance Agency Management System. Powerful. Simple. Highly Customizable. Intensive Marketing Focus - both to prospects and leads, as well cross-selling and up-selling to existing customers. Automate process workflows. Integrate with third party applications. Carrier Downloads and Acord Forms Library. Robust Analytics - Know how your agency is performing. Accounting, E-signature, Human Resources, Website hosting, E&O Protection, marketing campaigns, and much more, all included.

Le logiciel de gestion des commissions GreenWave allège un grand volume de charge administrative assumée par les MGAs, les courtiers, les agents, les transporteurs et le personnel de soutien. Une fois que le traitement de vos données de commission est automatisé via greenwave, votre entreprise verra un impact immédiat, positif, sur la rentabilité. Avec GreenWave, les entreprises bénéficient d'une réduction des frais généraux, d'une capacité accrue, de l'élimination des écarts de paiement des opérateurs et d'une fidélisation accrue de la part des producteurs.

This modern management and reporting too is used for global consolidation of international insurance programs. Policies are stored in a central location, accessible via desktop, tablet, or smartphone. Brokers can provide access to clients with custom permissions.

The INSXCloud Broker Platform enables brokers to quote, directly enroll and track applications on the Federally Facilitated Marketplace plus much more. Quickly generate quotes, create PDFs of plan comparisons, enroll your customers in plans, and invite customers to enroll themselves all through an easy to use cloud-based web portal.

InsuranceDrip does it all for you! Content specific to what you sell is sourced and created for you and automatically posted to all your social media, including Facebook, Twitter, Google+ and LinkedIn! Our rich and attractive content creates a Call to Action rather than ineffective solicitations. InsuranceDrip even creates and sends out your monthly email newsletter automatically, which creates more lead opportunities, better client retention, referrals and second-sales opportunities!

Generates risk specific Applications, creates customer Proposals, Insurance Confirmations, Policy Declaration pages, Statement of Value, Certificates of insurance, Claim Reports etc.

Xemplar Auto captures and analyzes driving behavior data that enables drivers on the policy to reduce unsafe driving habits and prevent accidents. Insurers can now get deeper insights into their book of business and take preventive measures to lower loss ratios, while simultaneously launching pay-per-mile or other UBI products.

Finding the right solution for clients can be challenging, especially when quote multiple carriers and product line

BluRoot streamlines the prospect to closed-policy process for the modern commercial agent and broker. It starts by providing agents with online forms that they can send to clients to automatically collect customer data. From there, an agent uses BluRoot to automatically prepare a market quote and send to selected markets. Finally, BluRoot provides an easy-to-use interface to track and record feedback from your markets. This is all coupled with advanced analytics.

Insurance agency management software; client services, ACORD forms, accounting, reports, and more.

Système d'information pour tous les domaines de l'assurance ; administration de la politique et règlement des réclamations.

Premium audit application; presents all the screens necessary to capture audit data in a linear fashion.

Agency Management System software for your insurance agency that works! Provides powerful and effective features and solutions, all at a very affordable price. Easy and quick client access, ACORD forms, complete customer and policy detail, customizable letters, detailed reporting, while also allowing you to be totally paperless.

Affordable online Agency Management system at $250 per user per year. Includes all latest edition fill-in ACORD Forms, document management, to-do list, reminders, phone log, letters, expirations, etc.

Web-based life insurance management tool to streamline workflow including agent & claims management, policy administration and more.

Very easy to implement and learn, this software improves workflow and automates all necessary tasks.

C2MS is an innovative Insurance ERP, providing sales pipeline, claims and policy administration. Designed for Commercial and Personal Lines Insurance. C2MS is designed to make it easier and more profitable for organisations to do business via the Internet and to add value to traditional Insurance channels. C2MS can be deployed both On-Premise or within the Cloud.

Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.

Web-based model management system with accounting capabilities for agencies and brokerage houses.

Third Eye Solutions est une entreprise de logiciels spécialisée dans les applications de prêt et de gestion de prêts pour le secteur des services financiers. Elle aide les entreprises à garantir la conformité aux réglementations et à atténuer les risques financiers/juridiques. Third Eye s'efforce d'améliorer l'expérience de l'utilisateur final en réduisant le délai de mise sur le marché, en effectuant des analyses et en optimisant l'automatisation des flux de travail. L'entreprise propose une suite de solutions innovantes pour les prêts commerciaux et personnels, notamment l'affacturage et les avances de fonds.

Producer Pro comprend tout ce dont les transporteurs ont besoin pour automatiser et simplifier l'administration et la gestion des producteurs, en aidant l'organisation à améliorer l'efficacité, à maintenir la conformité et à réduire les risques. Producer Pro de CallidusCloud est basé sur la technologie éprouvée Cloud CallidusCloud, qui prend en charge plus de 2,5 millions d'utilisateurs et des milliards de transactions par mois.

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.

Web-based enterprise insurance administration system designed for both the group and individual insurance verticals.

Transforms insurance agency processes into digital smartforms.

Marketing automation solution that helps businesses build customer loyalty, automate marketing campaigns, track referrals, and more.

For two decades, Quotit has been empowering insurance professionals to build better businesses. Through plug-and-play tools, agents and agencies take advantage of the professional quoting engine, compare and enroll functionality, a client driven shopping experience, an end-to-end CRM and a streamlined enrollment process.

CaptaIMS is a sales-enabled cloud-based agency management system built for small independent insurance agencies. Starting at $30/user/month, it is designed to help agents manage all lines of insurance. With built-in tools such as e-signature, click-to-call, and a customer-facing portal CaptaIMS give agents the tools they need to build their agency and not just manage data.

Profida is aimed at all industries of the financial services and insurance sector. It caters for different requirements of any type or size of financial services firms with the Underwriting, Administrator, Professional, and Web Edition. For you as a broker or adviser this means specialised functionality and support to achieve high-sophisticated practice management and high-level client service. Profida is used in both the life and non-life sector.