Best Insurance Policy Software of 2024

Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.

PolicyHandler is a web-based policy management system for Workers' Compensation. It was created to support all phases in the policy lifecycle. PolicyHandler is robust and comprehensive. It includes quoting, data driven rating tools, direct billing, automated renewal process, automated billing, and optional workflow tools. PolicyHandler has emailing capabilities that allow you to send and receive mail within your policy file.

mPACS by Mandon Software, a specialist insurance software solution, is designed for insurance brokers, agents, managing general agents (MGAs), as well as Lloyds coverholders. mPACS is robust, flexible, and rich in features. It provides a complete solution to managing claims, policies, and quotations. mPACS is available on-premises and in the cloud. It offers a rich set features for documenting.

In today's competitive market, efficiency and ease of use are essential. Our web-enabled Rate, Quote, and Issue solutions can be adapted to meet the needs of large volume environments. Our Workflow Framework is flexible enough to meet your internal and external needs. MGAs, MGUs and Carriers can all offer their products in a controlled, secure manner. TopSail makes it easy to manage your underwriting portal. It covers everything from the basics of rate and quote to full forms management/policy issuing and endorsement processing. TopSail provides rich email messaging, alerts, automated renewal processing, as well as the ability to feed any back-end systems. After the submission and underwriting cycles are complete, you will have a rich collection of data that can be used to harvest Management Information essential for staying competitive.

PDSpectrum, a web-based modern policy management software solution, allows users to manage sales and billing, claims, accounting, and more. PDSpectrum features include administration, document management, rating, underwriting and rating. PDSpectrum can be accessed via a secure web browser connection. PDSpectrum provides full data connections to and integrations to its partners, such as LexisNexis and InsVista.

Brokers are seeing a huge growth in the SME market. However, your business must have the technology necessary to differentiate your products and services from the rest. Applied Policy Works allows you to generate submissions quicker by allowing you collect important risk information and then automatically send it out to as many underwriters you wish. This eliminates the need to manage individual submissions and reduces the risk of E&O. Automate your commercial lines process, from marketing to renewal, with standardized workflows. This will empower your CSRs and marketers to serve customers faster and increase your bottom line.

Our term life insurance quoter works 100% online. Any rate or product changes are immediately fed to your website and agent quotesrs. No more annoying software updates Ninja Quoter is all marketing. It was created by agents, for agents. Agents shouldn't rely upon old-school marketing and lead capture methods in today's market. Consumers are becoming more aware of the outdated tactics. Ninja Quoter is the next generation in quote engines, both for agents and consumers online. We are focused on conversions, no matter what we do. Period. Your clients will have the digital experience they want. You can access your Ninja Quoter online life insurance tools anywhere you have an internet connection. Insert a live life insurance quoter right into your agency Facebook page. Find out how website traffic converts to quoters and which website quoter designs return the highest ROI.

Bluescape supports all lines of business with its four core modules: Quote, Rating and Policy, as well as Claims. Each module can be integrated with bluescape Centricity. Bluescape, a digital platform, is designed to integrate with the best of breed niche solutions like chatbots, telematics, and specialist analytics tools.

LTC Quote Plus, the industry standard for comparing LTC rates and is the successor to StrateCision’s highly acclaimed LTC Quote program. LTC Quote Plus allows you to: Get quotes for one client or two for almost all current LTC insurance plans. You can choose from a variety of benefits, including special riders that are unique to your policy. You can create single or multiple proposals, up to 6 per page. Additional illustrations are available, such as the cost of waiting, inflation protection benefits and alternative premium tables. Quotes are state-specific and designed to reflect the software used by carriers. StrateCision's LTC quote Plus is an enhanced program that adds many features requested from users, including: Save and retrieve your proposals Screen preview of all illustrations Find all plans that offer the benefits you want, and These should be ranked in order of increasing premium Benefits for spouses that synchronize Clients can receive e-mail illustrations

Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner. You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.

Cloud-based platforms eliminate the need to purchase and maintain servers in your offices. Agency Office runs all its websites and applications from a UK tier 1 data center. There, a number of powerful servers run its virtualized infrastructure. These servers are designed in a highly resilient, load-balanced topology with automatic failovers, off-site regular back-ups, and redundant hardware.

Anodas Software Limited offers the insurance Policy Administration System. Phoenix is a flexible and scalable software solution that can be used by Insurers, Underwriters and Brokers as well as Managing General Agents (MGAs), Claims Managers and Claims Managers. A modular platform that can be adapted to all aspects of insurance business management. Phoenix is suitable for P & C as well as General Insurance. It also supports multiple languages, currencies, taxation, and regulatory requirements. Clients, policies, and claims can be identified with minimal matching criteria using search facilities, which include wildcard and pattern searches. Search facilities allow clients, claims, and policies to be identified using minimal matching criteria. Client, broker, policy, or claim reference can all be accessed directly. The policy rating can include all client information, including marketing and lifestyle information.

AGO Insurance Software, Inc. is a leader in software and services for property- and casualty insurance companies. We have provided cost-effective business solutions to insurers of all sizes. Our products include solutions to policy administration, claims processing and accounting. Our software will streamline your business operations, making it more productive, efficient, and profitable. Our system is modular and can be installed as either a complete system or as separate modules that can be licensed separately. This allows for collaboration with legacy systems or third-party systems.

It is difficult to predict the future while still keeping up with the present. You need a strategic underwriting solution that is able to adapt to the future and be competitive in the life insurance market. AURA NEXT offers more than a rules engine. It is a SaaS-based decision-management platform that is future-ready. AURA NEXT provides the fastest, most accurate decision at the point of sale through data-driven underwriting. It seamlessly integrates with other front- and back-end processes. You need a flexible, secure and responsive underwriting solution that is future-ready to meet consumer demands. AURA NEXT, which is built on Amazon Web Services (AWS), to handle variable demand, has been proven and highly scalable. It integrates easily with legacy systems, supports multiple distribution channels, and can be integrated with legacy systems.

Digitally managed, award-winning, modular Policy Administration System that supports personal and commercial lines from acquisition, billing, claim, renewal, and claims. The low-code pricing and product configuration engine reduces delays and simplifies new product introduction. Make use of the power of cloud computing to benefit from the latest data security, compliance, and system resilience. API orchestration connects multiple systems into one, valuable ecosystem. This allows third-party applications to run at high speed. A digital solution that integrates all channels, including agent, broker, and direct to consumer. Transforming information and data into actionable insights, and a system for record to support your business's growth.

ForeSight®, with its robust features, can be used to optimize distribution strategies and automate illustration sales processes for greater business agility, speed to market, and greater business efficiencies. ForeSight®, which is available to carriers, provides advanced features such as robust rules, pre-built tools and system customization to quickly promote products for distribution. Your sales team will be able to deliver products and solutions quicker and more confidently with a dynamic and guided illustration process. Access to customized, accurate, and compliant sales presentations for all business lines from one sales illustration system. ForeSight allows your sales team to quickly compare, illustrate, and illustrate life, annuity and disability. This will help them solve their clients' retirement and insurance goals.

To win and satisfy today's empowered customers, you need the right process foundations to support your digital business. Fadata's connected solutions will keep you in the game. Today's insurers are searching for the right digital business foundations. This includes the ability to quickly respond to new business opportunities, easy connectivity, and other capabilities that will help them stay ahead. Fadata's insurance platform, INSIS (Insurance Process Platform) is the most comprehensive and comprehensive solution across all major lines. INSIS allows you to release products faster, increase engagement with customers and partners, speed up processes, improve operational control and compliance, and make them more efficient. All capabilities are integrated on one platform that is highly flexible.

DRC's RS X powers the entire insurance platform for personal, business and specialty lines. Our configurable toolkit makes it easy to bring insurance products to market faster. DRC technology offers a fundamental advantage that will help you get further, faster, whether you are a business leader, actuary, or IT professional. DRC Insurance Platform is a cloud-optimized solution that allows E&S product owners to store their data with greater accuracy and better operational efficiencies.

Agility is the only way to respond. The Tia Solution was designed to meet the ever-changing requirements of niche, major league, and mid-sized insurers who want to bundle services and promote them for better customer engagement. Think standardization and automation. Think machine learning and artificial intelligence. And think: Software-as-a-Service, IoT, open source and REST APIs. Our digital ecosystem allows you to cover every link in every insurance value chain and lets you pick the modules that you need to communicate with users. Over 20 years of experience in developing insurance software have taught us that change is the only constant. Software that helps insurers around the world target their users quickly, and not just the system requirements, is what we develop. We are proud of our Scandinavian heritage and listen before we launch. Then we turn our meticulous attention into new design standards. In close collaboration with customers, partners, and peers, we are creating the future of insurance.

Integration into existing claims systems is seamless. Automate processes and reduce costs It is no longer a choice between improving customer experience and saving money. Data driven insights enable you to make better decisions. Automate manual processes Empower your claims personnel. Invest in the happiness of your customers. Integrate incoming claims seamlessly with your insurance core system. Automate claim processing to reduce inefficiencies and increase customer satisfaction.

CoverWallet For Agents, an Aon Company, is a technology platform that allows Insurance agents to have one point of entry to multiple carriers and lines. It provides agents with a quick, simple, and cost-effective way to provide commercial insurance to their customers. One application for multiple lines, including General Liability and Professional Liability. The application saves time by prefilling information and skipping unnecessary information as you enter it. Available on desktop, tablet, and mobile devices. Instantly compare quotes from top national carriers. No appointments required. You can instantly compare quotes and adjust coverages and limits with the click of one button

InsureCert, a cloud-based insurance policy management system, is suitable for brokers, general agents, insurers, and managing general agents. InsureCert offers a central platform that allows users to create online shops, manage quotes, collect payments, and even issue property and casualty policies. InsureCert allows users to create white-label websites with custom landing pages. InsureCert offers a multi-rater pricing engine that allows users to create quotations and send invoices to customers instantly.

The Beyontec Suite, a fully integrated, configurable, real-time multi-line administration system that can be used by carriers and MGAs in property/casualty, is fully developed. It is easy to implement with secure and scalable web delivery. The Suite's configuration doesn't require any programming or IT intervention. Its Workflow Engine allows you to manage your business in the way that you prefer. The Suite's intuitive interfaces will allow your agents and employees to quickly ramp up their productivity, regardless of what line of business they are involved in. Our pricing is flexible enough to fit within any budget. Instead of asking customers to pay an upfront licensing fee, we allow them to pay a monthly subscription fee or a portion of the premium processed through the Beyontec Suite.

FirstGen is NTT DATA's solution to the challenges facing P&C insurance companies. FirstGen is a web-based policy administration platform that covers all aspects of insurance operations, from the point of sale to the general ledger. FirstGen supports all types of P&C insurance to meet the needs of the insurance industry. FirstGen makes full use rules engines, tables, and parameters for product configurations including rating and authorization levels. Externalization of business rules allows for changes to be made quickly without any coding changes. FirstGen is flexible, scalable, and easy to deploy. FirstGen also supports multi-currency transactions and multi-lingual capabilities.

NIS has been providing technology solutions that are industry-leading to the travel, expatriate and health insurance industries for more than 20 years. Our software products are trusted by customers and partners around the world. They provide complete coverage for the entire insurance value chain. Our solutions are highly customizable and can be tailored to meet the needs of your company through our innovative configuration toolkits. Individuals and families are insured before, during, and after travel. Insurance for working professionals and their families while they are abroad. Individuals and families can be covered for medical emergencies and treatments. Insurance that covers x-rays, exams and preventive cleanings. Incapacity to live normally in the event of illness or injury. Group insurance for employees or members of a company.