Best Insurance Software in Canada

AgentCubed, a cloud-based software that simplifies the complicated, was founded on the principle of simplifying the overwhelm. It is popular among organizations who need a simple but robust solution to the most important questions in the insurance industry. The company's customized solution combines a three-in-1 solution that combines Lead Management & Distribution with Agency & Policy Management and Customer Relationship Management. This reduces the need to integrate third-party software that does not communicate or automate properly, thereby allowing agents to take customers from A to Z. AgentCubed is an easy-to-use online dashboard that allows agents to manage leads by opportunity status, date or disposition. The built-in calculator makes it easy for both prospect and agent to complete the quotation process. Maximizing efficiency in your business and increasing client retention, compliance, and agent productivity.

TherapyNotes is an intuitive and feature-rich practice management system for behavioral health professionals. It includes robust scheduling tools, patient notes and electronic billing. It is also PCI-Compliant and HIPAA-certified, which ensures that all patient and practice records are protected and encrypted.

Ahshay Platform by DataCare offers a variety of software solutions for medical management. It includes a medical process manager, nurse management software, utilization review, auto case management software, and many other software solutions. The platform can be used to meet the needs of insurance providers, self-insured group, managed care, and individual nurses case managers.

DrChrono's all-in-one medical practice management, electronic medical records and medical billing platform will help you increase efficiency in your medical practice. DrChrono empowers doctors to better serve patients with its simple interface and dozens more advanced features. Users can easily schedule patient appointments, edit and check patient charts, and manage billing.

InsuranceDrip is a web-based, automated social media marketing tool that targets insurance agents. It offers many features, including the ability to create customized agent websites, integrated email newsletters, and social marketing on websites such as Facebook and Twitter. Each agent can track the level of engagement with any potential customer to facilitate sales.

eHealthApp allows brokers and consultants to stand out by efficiently collecting health information. The broker can use the collected information to obtain health underwritten quotations and allow the broker to analyze it to determine the best fit for their group clients. TPA's, GA and Carriers can sponsor eHealthApp brokers in a way that does not hurt the competition, increases underwriting accuracy and makes products more widely accessible. Contact us today to request a demo and learn more about eHealthApp.

I-underwrite delivers world class auto-underwriting. We offer a complete set of software modules that can be used to deliver an end-to-end, online insurance sales process. This includes needs analysis and quote, digital signature, auto-underwriting and up-sell or cross-sell, offer and acceptance, payment processing and reporting. Auto-underwriting software Our auto-underwriting rules engine is the foundation of our digital insurance software. It is easy to quickly and easily configure underwriting rules to auto-decision life and critical illness, disability, income protection, and medical products to meet any insurer's specific needs. The rules engine can be used as a'self-contained module' that can be integrated into an insurance's hosted environment, or as a Software – as a Service model. You can access the i-underwrite U/W engine via any electronic distribution system.

AgencyHR takes the hassle out of managing your staff so you can concentrate on growing your business. 72% of agency owners wish they had better records for terminating employees. AgencyHR will make it easy for you to be one of them. Broadcast agency messages to your employees and receive confirmation when they have been viewed. Maintain meticulous employee records, without having to do anything. All employee data are automatically stored in one location.

Our system was developed using top security methods such as encrypted databases, extensive testing, EVSSL certificate, and secure hosted servers with Azure Platform. This allows us to maximize the availability of our clients through auto-scaling. We are HIPAA compliant. We keep a log of every action and monitor any database anomalies. We specialize in building systems for insurance organizations that provide all the tools they need to increase awareness through Integrated-Rating and Billing, SMS, Emails. Calls automation and scheduling.

Brokercore is a unique tool that improves the experience of commercial brokers, MGAs and policyholders. You can get support for your operations, manage your costs, and give your customers a more convenient digital experience. You can automate more policies and collect more client data without having to hire more staff. All your policy workflows can be managed from one place. Customers will have a better experience than a bunch of different software. Transparent customer interactions and automated processes will help you avoid costly mistakes. Are you fed up with the inflexible technology that holds your hand? Brokercore is a company with a great goal: to create software that you enjoy using and that can adapt to the ever-changing insurance landscape.

QuoteRUSH was developed by insurance professionals for insurance professionals. It is revolutionizing the industry. Our software allows you to quickly and easily quote all your insurance carriers using a single screen. This rating technology allows you to instantly get rates. You are directly working on the websites of your carrier so there is no need to translate. Your rate will be calculated exactly how your carrier wants it. This software revolutionizes the process of quote binding policy and makes it easier to make decisions. We integrate easily with any lead vendor and all agency/lead management software. QuoteRUSH is the fastest comparative rating system for homeowners insurance. We don't believe in complex algorithms or making wild predictions about the future. We live in the moment. We only use the real rates from the Insurance Carriers.

SEI CRM makes it easy for you to add and modify client data. Client relations history, authomatic birthday greetings, reminder of important events - don't let your clients forget you and join another company. Customer loyalty is the most valuable asset in the insurance industry.

Novo Connection makes it easy to get self-insured insurance quotes in minutes instead of days. Advisors can use the Novo Connection platform to easily model various self-funding strategies and understand a group’s risk. They can also customize plan designs and components and secure competitive stop loss coverage to match their plan designs. We take the guesswork out shopping for program components. Our vendors have been thoroughly vetted by industry experts to ensure you get the best quality and service. Novo Connection will not only save you time, but it will also help you save money! Pre-negotiated vendor rates offer significant savings on everything, from customized program points to stop-loss.

Ace Fleet Experience Rating Software makes it easy to manage fleet policies and their premiums. The fleet software is essential for commercial property and liability insurance companies that need to provide fleet insurance to their insureds. The fleet software has some features: The fleet software allows policies can be added, populated and deleted, copied, rerated or exported, as well as imported from any online computer. The fleet software can be downloaded from the internet, while policy data can be accessed from any computer. You can place policy data on external servers with secure access or customize it to be placed on the insurer’s intranet. The insurance company can integrate the fleet software into its policy management system. The fleet software calculates both the manual premium as well as the fleet-rated premium.

Claimable claims management software is designed for businesses to manage insurance claims. Reduce admin time and increase your claims handling capabilities. Stop searching shared folders or inboxes. All you need to access your claims data is a few clicks away Your data is safe and secure stored in the cloud. It is accessible from anywhere. No more paper! Prepare for an audit with a detailed history of each claim at hand. Keep track of all your documents so you can access them whenever you need. Filter and report on claims data to increase productivity and keep you informed. To organize and categorize your claims, label them. Keep detailed notes about each claim and share them with your team. You can quickly see which tasks are due and completed by assigning tasks to your team. You can quickly build and manage your contacts for claims and find contacts instantly.

BriteCore is a cloud-native core insurance platform for P&C insurers that unlocks business growth, delivers greater productivity, and provides a modern customer experience. With the BriteCore Platform, insurers easily administer policies, manage billing and claims, rapidly configure new products, and access detailed reporting and analytics in an all-in-one core system, including agent and policyholder portals. Trusted by over 90 insurers across North America, BriteCore’s policy administration solution enables medium size carriers and MGAs to efficiently manage their insurance operations and effectively compete with the largest providers.

SIbro software for insurance brokers helps you organize and track each stage of a policy, from prospect management and renewal follow-ups to preparing RFQs, comparing quotes, collecting payments, delivering the policies to clients in order, endorsements and more. Sibro's insurance claim management module automates and simplifies your in-house claims process. Sibro provides the necessary documents for a claim. It can retrieve real-time claim updates via TPA Integration. They can help you in ways that you never imagined. Sibro's accounting module corrects errors and ensures that insurance brokers receive their due receivables. It allows you to track each receivable invoice, and their reconciliation. It also reveals cases where we have missed receiving brokerage. Sibro simplifies your IRDAI Compliance process.

Agents Ally is an insurance agent-specific productivity tool. Agents Ally is a powerful productivity tool that combines industry-leading capabilities such as SMPs, integrated calling sessions, and List Imports. This tool adds incredible new features and increases automation to optimize your sales and marketing efforts. The key metric dashboard provides quick links to actionable information and allows you to see the most important information at a glance. Rankings and weights assign scoring to scheduled tasks, ensuring that the best opportunity is always available for action. Streamline the execution of calls and campaigns, allowing for more time for deeper conversations and relationship-building. Create personalized, responsive and real-time marketing experiences that adapt to the needs and preferences of each customer. Even when you are not at work, you can stay connected and productive. Sequential Marketing Programs deliver targeted, multi-channel messages in specific order over a designated period.

ClickClaims is ideal for small to medium-sized property and casualty insurers, independent claims adjusters firms, and third-party administrators who require advanced technologies to drive a competitive market. ClickClaims SaaS model is fast and cost-effective. It offers a scalable, flexible, secure, and performance that legacy systems simply cannot match. Your investment will appreciate over time because it is built to adapt to new technologies.

You can bring new and existing products to market via various sales channels, including self-service portals or mobile apps, broker networks, broker websites, aggregator sites, White Label schemes, direct to market, and broker networks. You can use powerful CRM tools to manage consumers, agents and brokers. Automate renewal invitations, offer web logins and self service facilities. Assign account managers and manage accounts. Integrate seamlessly with top aggregators via C2MS APIs or surface rating engine services that provide real-time quotes. Connected to MoneySuperMarket and GoCompare, Compare the Market and Confused.com. Powerful GUI tools allow you to create and configure Products using data modeling, validation logic, mapping for web services, and reporting.

Insly offers a complete suite of software solutions that are extensible and can be combined with your custom modules to simplify and automate all the tasks required to run a successful business. All the pieces you need: workflows, rating engine and document template editor. Also, an endorsement library and capacity management. The broker channel support is available right out of the box. APIs make it easy to create the best Direct-to-Consumer experience. Automate cookie cutter cases to automate new sales, mid-term policy modifications and automated renewals. All premium accounting taken care. All the management reports and bordereaux in one click. Create your own reports. To help your underwriters make better decision, pull in third-party data. Integrate with the rest your tech stack, modern or legacy.

TL LeadManager®, our lead management system, is exclusively for Life and Health Insurance Agents. It's easier than ever to manage your Medicare Supplement, Long-Term Care, Final Cost, Annuity, and other leads. TL LeadManager is the perfect solution if you don't like or don't have a lead/contact management software. This CRM-based contact management system, CRM, has many features and is easy to use. It's designed to reduce the time spent on leads and maximize your selling time. Reduce paperwork, become more organized and sell more policies. We can make direct mail marketing as easy as possible when used in conjunction with TargetLeads®. Whether you are using Turning 65 lists to get Medicare Supplement or any other type of insurance leads, the TLLM program will allow your to manage, follow up, and run reports on all your campaigns.

The industry's most trusted personal lines comparative rater will help you close more business in a shorter time. Compare live quotes from all carriers, side-by-side, in one location. PL Rating is the most trusted comparative rater and has connections to more than 300 carriers in 48 states and DC. You can present multiple rates and coverage options for your clients in the same time as it takes captive agencies or direct writers to generate a single carrier quotation. You can save time by accurately quoting dozens of carriers with over 300 real-time connections. This is much faster than it takes to generate one quote through a carrier website. PL Ratings offers package, flood and consumer rate quotes, which can all lead to higher revenue. Customers can also be retained better by having them close faster. Perform faster and more accurate data entry: PL Rating allows you to validate the information associated your customers.

SohamGeni core Insurance allows you to manage your entire insurance business in a reliable and fast environment. SohamGeni is a modern platform that provides a robust platform for your business and adaptive user experience. Your company's model will help you categorize your intermediaries. You can classify them as Broker, Individual Agent, Bank, or Broker. Label them as Commission Agents, Direct Agents, Sub-brokers, Associate Agents, etc. Based on commission. Each intermediary should be identified with an unique Intermediary identification. Analytic reports can be used to track every intermediary and their businesses. Transact commissions for each business line for different types of intermediaries. This allows you to register the Intermediary information such as details of Broker, Corporate Agent, Agent, or Direct Sales in your system. Allows the user to modify existing Intermediaries in the system.

SohamLife is a web-based application that supports the entire life cycle of insurance operations. It allows you to register proposals and then settle claims by maturity or death claim. It is easy to use and provides Insurers with the flexibility and scalability they need, while also allowing for quick implementation and deployment. The solution provides an easy mechanism to view the status of the Proposal/Policy/Claim details either by an Agent or by the Life Assured himself. The solution allows seamless integration between Accounting, Claims, Reinsurance, Underwriting and Accounting departments, thereby avoiding data redundancy. The solution meets both country-specific reporting and operational processing requirements. SohamLife is multi-currency and multilingual. It is a fully integrated, component-based solution that supports core business processes and data entry into one component.