Best Insurance Apps for iPhone of 2024

Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. Easy to use and affordable, Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

Genius Avenue powers the insurance industry with innovative platform solutions and custom capabilities that connect products to customers and increase bottom line. Insurance Carriers With a team of insurance professionals, go beyond the software. Voluntary Benefits End-to-end customizable capabilities that simplify operations and drive sales. Brokers Get payroll benefits and streamline enrollment and administration. Captives Carriers Eliminate outdated systems and optimize enrollment. We assist our partners in expanding markets, simplifying enrollment and administration, optimizing business processes, and unlocking the full potential of customer-centric, digital platforms.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. Macaw AMS is hosted on cloud and tested for cybersecurity. Technology-wise, the screens can be accessed from any device: web, mobile or tablet. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

OpenPM offers a fully integrated billing and claims management system that automates accounts receivables management while producing extensive reports to help you better manage your organization. As a browser-based application, OpenPM provides a level of access to your system never before possible. Our real-time claims management features will improve your cash flow and streamline billing and claims follow-up processes. We welcome you to explore OpenPM further and contact us for a customized demonstration for your practice. Medical billing software, revenue cycle management solutions, practice management software, practice management system, medical practice management, EMR integration, EHR integration, practice management scheduling, patient scheduling, online patient billing, patient billing, automatic patient billing and payments, patient payments, electronic patient payments

Voice and written support makes it easy to get answers. Based on your interests, history, and role, you will receive personalized and recommended results. Quaeris provides near-real-time data access for all data. Quaeris enhances your existing dashboards. To increase knowledge sharing and track performance, teams can share insights and pinboards. Ask questions in plain English. There's no need for keywords or queries. Our advanced AI engine transforms your inquiry to a database-ready language within seconds. Data is nothing without context, just like life. Our cognitive AI engine interprets search terms, interests, roles, and past history to provide ranks results that allow further exploration. You can easily add filters to search results to dig into the details and explore relevant questions.

AZZLY Rize is the premier clinical and business platform for addiction treatment and mental health organizations. As a modern technology platform, AZZLY Rize is a system that can scale with you. Use as little or as many of the features and functions available based on your program and staff needs. Key features for OUTPATIENT Programs include e-check-in, scheduling, appointment reminder, Zoom telehealth, treatment plans, progress notes, assessments and surveys. For RESIDENTIAL Programs: census, medication management, bed board, withdrawal management, DrFirst e-prescribing, EPCS, PDMP and labs. For all Programs: alerts, patient engagement, 5 star implementation and support services, and seamless electronic billing and claims submission. As a true all-in-one platform, we empower treatment centers to take control of their compliance and revenue cycle management and reporting requirements. As a purpose-built tool for mental health and substance use disorder programs, we offer a flexible pricing plan to replace dated technology. Use our compliant Master Library of Forms or we configure your documentation forms to match what you use today. Hosted in Microsoft Azure Private Cloud Network for added security and HIPAA privacy.

PHOTO iD™ by U Scope in a photo organizing software that provides a rapid & organized method of capturing, labeling, and sharing images from any job site and generate detailed captioned photo reports with ease before leaving the inspection or job site with our cloud-based platform. Our inspection camera helps streamline the entire photo documentation process by enabling field reps to label descriptive captions to their job site images instantly as they are captured by using voice recognition, which also enables them to share detailed photo reports with their team members in real-time. PHOTO iD also allows users to assist other parties remotely by guiding them safely through the inspection with our application virtual inspection camera to help capture any unforeseen elements at the inspection site. Our platform also has an automated inspection guidance feature within the PHOTO iD inspection camera that safely guides field reps or clients through the entire inspection process with customizable workflow templates to ensure all images are always captured, labeled, and organized for every inspection assignment. Integrate PHOTO iD with your desired system to create a complete end-to-end documentation process.

Tableau, a comprehensive business intelligence (BI/analytics) solution, allows you to generate, analyze, and interpret business data. Tableau allows users to gather data from many sources, including spreadsheets, SQL databases and Salesforce. Tableau offers real-time visual analytics as well as an interactive dashboard that allows users to slice and dice data to make relevant insights and find new opportunities. Tableau allows users to customize the platform for different industry verticals such as communication, banking, and more.

Software for insurance brokers, carriers, HR departments, to make managing a business easier. Employee Navigator partners with the nation's top insurance brokers and carriers to offer companies of all sizes modern benefits and HR software. Join the nation's fastest-growing benefits and HR platform and discover what over 1,000 brokers have discovered. Employee Navigator's Type II SOC2 (Service Organization Controls), certification demonstrates our commitment towards security, integrity and privacy.

HomeZada, an online platform and app that allows homeowners to manage their biggest asset and largest expense, their home, is what HomeZada does. It provides a cloud-based, secure solution that allows homeowners to track their home inventory, manage home projects, and understand total homeownership costs. It is also an option that helps homeowners service businesses in areas like insurance, mortgage, real-estate, and home building to retain and engage existing customers and attract new customers.

TechCanary is a leading technology company that provides cutting-edge software solutions to brokerages, insurance agencies, agents, and other businesses. TechCanary's core product is the Canary AMS. This cloud-based, analytics-driven agency management system (AMS), maximizes agent productivity while improving customer service. This insurance solution is 100% built in Salesforce and helps agencies and brokerages manage their policies and fulfill all their service and sales needs.

Easy to use Practice Management Software for Chiropractors. It allows patients to book appointments online, bill their bills and access electronic health records (EHR). zHealth provides fully customizable SOAP notes that can be clicked, typed or dictated.

HoudiniEsq, a browser-based web-based law practice management system for modern law firms, is advanced and flexible. HoudiniEsq is available in the cloud and on-premise. It offers a rich feature set that allows law firms to streamline workflows and capture and classify all documents. It also automates billing, task scheduling, group calendaring, and automates billing. The platform integrates with solutions like LawPay, Microsoft Office and Outlook. It also integrates with Evernote, QuickBooks.

Imagine happy, efficient claim handlers, fast, accurate claims resolution, and 5-star rating from policyholders. Our platform is flexible and future-ready, enabling your employees to perform like rockstars and equipping your company with scalable, intuitive processes that will fuel profitable growth. Our clients can reduce the cost of claims by up to 30% by automating and simplifying the process. VCA Software is a highly scalable and integrated platform. VCA Software is a favorite among TPAs as well as adjusting firms due to its robust features at a moderate price point.

A management system for agencies that the entire team can use. One system that the entire team can use, from sales management to agency CRM through workflow automation to online enrollment. Gen4's sales system was specifically designed for insurance brokers. It includes all the fields and processes you need to grow your agency. The management of an insurance pipeline is different from other industries. You can view your insurance agency's pipeline by stage, closing date, and renewal date. You can log sales calls, take notes during meetings, record follow-ups, and even dictate notes to your tablet or phone. Your sales system is everywhere you go. You can access your sales notes from your smart phone while you're at client meetings or look over your pipeline at lunch with your tablet.

Our claims management software includes powerful tools that will make your life easier, such as custom workflows and automations, reminders, portability, and reminders. You can breathe a sigh relief, no more spreadsheets, no longer headaches. Claims management made simple. Claims.io makes it so easy for customers. Claims.io is used by all our customers to simplify their work lives, make them more productive and efficient. You can create and manage workflows that best support your business. Keep track of claim status and delegate easily. Keep your business moving 24/7, from wherever you are to whenever you like. Claims management software is packed with time-saving and clever features that will keep you on task, on task, and on track. Mobile, tablet or desktop. Android or iOS. You can easily manage your data from wherever you are using whatever device you prefer. You can create the perfect workflow for your business. You can add default tasks, file claims, create documents, and send emails.

Kanverse AP Invoice Automation platform intelligently automates document processing workflows for enterprises. Kanverse brings together multiple AI technologies - Computer Vision, Natural Language Processing, Machine Learning, and Fuzzy Logic, along with Business rules and workflows to accomplish end to end automation. Automate invoice and other accounting documents ingestion, extraction, processing, validation, and publish processed data to downstream business applications (e.g., Oracle EBS, Oracle Fusion, NetSuite, Microsoft Dynamics, Majesco, etc.) Kanverse AI engine combines multiple cutting-edge technologies which deliver up to 99.5% data extraction accuracy: out-of-the-box Leverage AI and automation to process a multitude of document types; convert unstructured and skewed data into actionable insights and reduce operational costs across business processes. Intelligent automation eliminates manual, repetitive, and time-consuming activities; staffs, can focus on other business-critical activities. Also, helps to Protect PII Data and Prevent Fraud.

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.

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.

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.

Your agency providing meaningful value to policyholders is the key to strong retention. HawkSoft's Retention Alerts help you identify clients that need your attention so your staff can provide proactive service. Every interaction should be a "wow" experience. Do in 5 minutes what others agencies do in 25 minutes. Get more out of your existing clients and sales pipeline. HawkSoft's Lead Management categories help you see where your clients are in the sales funnel. Built-in cross-sell or upsell reports allow you to identify policyholders for whom you can offer additional services. To reach clients, you can use batch email, letters and text messages as well as scheduled communications. If data is difficult to access or hard to act upon, it is useless. Key indicators and vitals of agency. Monthly close ratio by producer. Policies per client. Commissions by carrier. Retention. Book of business reports. You can send batch emails from the report view because our reports are actionable.

Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots

Urbest, a Collaborative Software for Facilities, Maintenance and Services. Say goodbye to slow, ambiguous job processes. Instead, embrace structured and easy collaboration. Urbest's collaborative job track platform allows organizations to seamlessly capture and organize, track, and take actions in workloads among workers, managers, and issuers. Simple workflow in a glance Collaborate with anyone. - Get involved with your stakeholders in just one click - Use data sharing instead of asking suppliers for Excels - Have a conversation with your customers Upload files. Track workloads - All activities at a glance - Create and orchestrate tasks or actions using checklists. Monitor performance and responsiveness. Take action: Adjust service categories based on the needs of your users. Get urbest now to increase your productivity.

Agentero is a tool that allows independent insurance agents to increase their revenue, save time and provide a superior customer experience. Agentero integrates with your existing technology to modernize and position you for success. It's a single solution that puts you in charge. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded application. We work with independent agencies to innovate, creating new solutions and making sure your technology is in top shape. Predictive pipeline transforms existing data into actionable insights. A data-fueled pipeline will automatically surface cross-sells, upsells and other opportunities at the right times so you can make the most of your time. Smart workflows allow you to work more efficiently. You have a powerful layer for client interaction tools that streamline communication, automate mundane tasks, reduce busy work, and more.