Best Insurance Policy Software for Small Business

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. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. 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%.

InsuredHQ has developed an insurance infrastructure platform that optimizes the management of policy management, tasks, claims, invoicing, documents, quotes accounting, and reports. It gives you complete visibility into what’s happening in your insurance organization, all in one place, and is quickly tailored to the processes you already have established. We work with our customers to automate the administration of all of their insurance needs and in a way that is suited to the needs of their customers. InsuredHQ is a platform designed to fit your requirements and grow your business. Whether it’s adding more insurance products, extending to other markets, or expanding to new countries, InsuredHQ helps take advantage of every insurance opportunity.

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.

Damco's InsureEdge Insurance Software is an all-in one software designed to help insurance companies gain maximum value from its extensive modules. This highly configurable and customizable software features the best insurance processing functions in the industry. InsureEdge is suitable for multiple insurance lines and can efficiently and effectively manage and streamline workflows to increase profitability, performance, and accuracy. It supports a variety daily operations via back office automation and other modules such as customer relationship management, policy administration and claims processing. InsureEdge, an insurance software that is flexible and scalable, is the key to future-proofing your business.

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.

The most popular insurance software platform. SchemeServe rates and underwrites complex schemes with speed and accuracy. We deliver a responsive service to your customers. Your business will grow faster. SchemeServe is flexible and responsive and can adapt to market changes immediately, rather than waiting weeks. Rapid delivery of products to the market. Technology that is customer-focused. Our features allow you to offer seamless digital journeys to customers to purchase insurance. There's less hassle. We will help you take control of your company's growth. You can build your own products. SchemeServe is intuitive and easy to use, with technical support. SchemeServe understands that every second of downtime can mean lost revenue. We make it a priority for you to continue trading. Uptime is a priority at SchemeServe. Subscribe online to our uptime metrics. Let us show you how SchemeServe can help you grow your insurance business.

BrokerEdge, developed by Damco, is a comprehensive insurance broker software that provides an all-in-one solution for brokers across various insurance sectors. It empowers brokers to harness the advantages of automation and enhanced connectivity, improving their operational efficiency and accuracy. By utilizing BrokerEdge, customers, insurance agencies, and brokers can thrive simultaneously. The centralized platform enables brokers to streamline their daily tasks, such as maintaining customer databases, tracking leads, and updating policies. In addition to features like automated marketing, lead management, commission tracking, and policy administration, this top-tier software includes an advanced customer service portal and a mobile application, enhancing its scalability and adaptability. BrokerEdge not only contributes to increased revenue but also eliminates inefficiencies, ensuring workflows are smooth and uninterrupted, ultimately leading to enhanced service delivery. The breadth of functionality within BrokerEdge positions it as an invaluable tool for modern insurance practices.

BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; no hardware or servers to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your carrier partners. BindHQ’s open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments and premium finance companies, or compliance tools making frictionless transacting a reality.

AUSIS – Comprehensive Behavioral Underwriting AUSIS empowers insurance companies to conduct thorough underwriting, scoring, and decision-making instantly. By utilizing AUSIS, businesses can experience significant decreases in costs, time, risk, and fraud while simultaneously boosting efficiency and decision-making capabilities through alternative scoring methods and additional features. Furthermore, AUSIS enhances the straight-through processing (STP) rate from non-straight-through processing (NSTP) and allows for non-invasive health data collection from various sources, including air quality index (AQI), geographical location, mortality statistics, social factors, images, videos, health monitoring devices, weather conditions, sanitation levels, and more. With AUSIS, insurance firms can achieve as much as a 40% reduction in the costs associated with issuing each policy. This innovative solution not only streamlines the underwriting process but also provides valuable insights that can lead to better risk assessment and management.

TechCanary stands out as a leading tech firm delivering innovative software solutions tailored for brokerages, insurance agencies, and individual agents. Central to TechCanary's offerings is the Canary AMS, a sophisticated analytics-focused, cloud-based agency management system designed to enhance agent efficiency and elevate customer service standards. Fully developed within the Salesforce ecosystem, this top-tier insurance solution empowers brokerages and agencies to adeptly handle their policies while fulfilling all sales and service requirements, making it an essential tool in the industry. By integrating advanced technology with user-friendly features, TechCanary ensures that its clients are well-equipped to thrive in a competitive marketplace.

InsureMO (Insurance Middle Office) serves as a middleware platform tailored for insurers, brokers, agents, channels, InsurTechs, and startups, facilitating diverse use cases across various products and distribution channels. Acting as the driving force behind the insurance industry ecosystem, InsureMO accelerates product development for insurers, enables solution providers to integrate their innovations, and empowers distributors to create insurance applications for selling products to consumers. Rather than starting from scratch, you can identify the leading products in your area, personalize them, and swiftly enter the market. Our advanced insurance product design tools allow you to customize and oversee your offerings seamlessly. With access to a multitude of services designed to support every stage of the insurance policy lifecycle, you can leverage functionalities that span life, general, and health insurance, alongside sophisticated policy servicing APIs. Additionally, our service orchestration tools provide the flexibility to design and operate your insurance applications precisely to your specifications, ensuring efficiency and effectiveness in your operations. Embrace innovation without the hassle of rebuilding existing solutions, and enhance your offerings with ease.

AgencyBloc's Plus Suite offers a comprehensive set of tailored solutions for health, senior, and benefits agencies, enabling them to streamline their data management, maintain compliance, automate processes, and enhance client and policy management, ultimately facilitating a smoother path to sustainable growth while overcoming various obstacles. This innovative platform is designed specifically to cater to the unique needs of the insurance industry, ensuring agencies can thrive in a competitive landscape.

Verity is a comprehensive policy administration system that VRC Insurance Systems offers for P&C insurers. Verity is designed to meet the business requirements of program administrators, MGAs, and carriers allowing companies to consolidate software solutions onto a single platform and scale. Verity's features include built-in rating, policy issuance, claims processing, billing and accounting, online payment, batch renewals, insured portals, agent portals, carrier portals, API access, on-demand reporting, batch cancellations for non-payment, surplus lines, third-party integration options, and more. Services include custom development, training, data conversion, operational reviews, and system configuration. Contact VRC today to find out if Verity is right for you.

The vendor presents A1 Tracker as a robust and configurable risk management system that can be used standalone or in conjunction with other business segments within an organization. Risk Management & Threat Assessment: Register of risks to track risks at all levels within an organization. This includes entity, project, asset and contract, vendor, divisions, business units, regions, and more. Real-time risk reports and heat maps, dashboard metrics alerts & notifications. Contract Management Contract module to track all types of contracts with customers, vendors, employees, and customers. Claims & Incident Management Reporting on claims and incidents for any type of claim: injury, medical, customer, insurance or asset, liability, work comp, liability, etc. Certificates & Policies in Insurance: Policies & certificates for insurance tracking with reminders and renewals. For agencies & carriers policy management includes tracking clients.

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.

tigerlab isn't just any insurance software provider. We're a leading force in the global market, empowering customers worldwide to deploy and adapt applications with ease. With over a decade of experience, we're passionate about delivering breakthrough results and enhanced business value for our clients. We offer a configurable, API-driven, and intuitive insurance software solution designed to help you deliver a superior end-to-end digital experience – no matter where your customers are. Discover why our insurance platform is the perfect choice for a seamless digital insurance journey. Click the demo button and see it in action!

FormsPlus is an advanced policy issuance administration system designed for local area networks (LAN), featuring a user-friendly graphical interface that seamlessly integrates with our iForms engine to facilitate the automation of your policy issuance processes. This system has earned a reputation as the definitive solution for policy issuance, significantly enhancing productivity in manual form processing tasks. Beyond the substantial productivity gains, users appreciate the remarkable adaptability that FormsPlus provides. Whether your enterprise is a startup or manages multiple business lines across all 50 states with various locations nationwide, FormsPlus is equipped to meet your needs. Its modular architecture and customizable interface allow for adjustments tailored specifically to your operational workflow. Furthermore, QualCorp's experienced Business Analysts and Project Managers are available to analyze your workflow and recommend the most effective configurations for your organization, ensuring optimal utilization of the system. In this way, FormsPlus not only supports your current operations but also scales alongside your evolving business requirements.

The process of filing claims is intricate and essential. Over 60% of individuals refrain from submitting complex claims due to the involved procedures and the time they require. Artivatic offers a specialized claims platform tailored to various insurance sectors, empowering companies to facilitate digital claims experiences, enable self-processing, automate evaluations, and implement risk and fraud intelligence alongside claims payouts. A SINGLE PLATFORM TO ADDRESS ALL YOUR CLAIMS REQUIREMENTS. Comprehensive Automation and Assessment for Claims. AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL CLAIMS – DEATH CLAIMS – FIRE CLAIMS – SME CLAIMS – BUSINESS CLAIMS – COMMERCIAL CLAIMS – EVERY CLAIM MATTERS.

PolicyHandler Enterprise is a comprehensive web-based solution tailored for managing Workers' Compensation policies throughout their entire lifecycle. With a robust array of features, this platform offers quoting, data-driven rating tools, direct and agency billing capabilities, and an automated renewal process, along with optional workflow enhancements. Additionally, it includes email functionalities that allow users to send and receive correspondence directly within the policy file. The exceptional service provided by JW Software's experienced professionals contributes significantly to our reputation for industry-leading support. We take pride in offering unmatched customer service that ensures effective training and timely product updates for our clients. Furthermore, PolicyHandler Enterprise™ consistently integrates the latest advancements in policy management tools, making it a reliable choice for businesses seeking to streamline their processes. Explore below to discover the various support services we provide to enhance your experience.

Trusted by over 100 insurers across North America, BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility. The BriteCore Platform enables insurers to seamlessly manage policies, billing, and claims; rapidly configure new products; and access comprehensive reporting and analytics—all within a unified core insurance system that includes user-friendly portals for agents and policyholders. For more information, visit britecore.com.

Launch both new and established products across a variety of sales channels, including self-service platforms, mobile applications, broker networks, aggregator sites, White Label options, or by selling directly to consumers. Utilize robust CRM solutions to effectively oversee interactions with Brokers, Agents, and Customers. Streamline processes by automating renewal reminders and offering web logins, along with self-service capabilities. Facilitate the management of relationships among accounts while designating specific account managers for personalized service. Seamlessly connect with top aggregators via C2MS APIs and provide a rating engine that delivers real-time quotes, integrating with platforms like MoneySuperMarket, GoCompare, Compare the Market, and Confused.com. Employ advanced GUI tools to design and configure Products, guiding them through data modeling phases all the way to validation, logic application, and mapping for web services and reporting functions. Additionally, enhance user experience by ensuring that all tools are intuitive and accessible, making it easier for users to navigate and utilize the services offered.

Insly offers a comprehensive range of software solutions that can be tailored with your own custom modules, allowing you to streamline and fully automate all the processes necessary for operating a thriving insurance enterprise. It includes everything required: forms, workflows, a rating engine, a document template editor, an endorsement library, capacity management, and much more. The platform provides built-in support for broker channels, enabling seamless integration. APIs grant access to all functionalities, facilitating the creation of an ideal Direct-to-Consumer experience. You can automate standard cases for new sales, policy adjustments in the middle of terms, and renewals without hassle. Additionally, all premium accounting tasks are efficiently managed, and you can generate bordereaux and management reports with a single click. The system allows you to design your custom reports and incorporate third-party data to enhance the decision-making process for your underwriters. Furthermore, it easily integrates with your entire technology stack, whether it's legacy or cutting-edge. This flexibility ensures that your insurance operations run smoothly and effectively.

SohamGeni's core Insurance system enables you to seamlessly manage the entire life cycle of your insurance operations in a fast and dependable environment. By leveraging cutting-edge technologies, SohamGeni delivers a flexible user experience along with a robust platform tailored for your business needs. You can categorize your intermediaries according to your company's specific model, distinguishing them as Banks, Individual Agents, Brokers, and more, while further labeling them as Commission Agents, Direct Agents, Sub-brokers, or Associate Agents based on their commission structures. Each intermediary is assigned a unique identification number for easy tracking, allowing you to monitor their business activities through comprehensive analytic reports. The system facilitates the configuration and transaction of commissions across various lines of business for different types of intermediaries. Additionally, it streamlines the registration process for intermediary information, capturing the details of Agents, Brokers, Corporate Agents, or Direct Sales within the system. Users also have the capability to modify existing intermediary details, ensuring that all information remains current and accurate. This comprehensive approach not only enhances operational efficiency but also supports better decision-making for your insurance business.

Whether your goal is to create and launch innovative insurance offerings, enhance your operational effectiveness, or gain deeper insights into your clients for a better customer experience, we are here to assist you. With over 40 years of experience in the general insurance sector, we facilitate the connection between brokers, MGAs, and insurers, ensuring access to the most competitive personal and commercial lines available in the market today. Our reliable software is designed to empower your business, enabling you to introduce various lines of business and adapt as your needs grow in response to market demand. Additionally, you will receive support from a team of specialists ready to address your unique challenges, allowing you to boost efficiency, elevate revenue, or minimize operating expenditures. Throughout the entire process—from design and development to delivery and beyond—you will receive valuable guidance on how to effectively engage with the market, leveraging access to a well-established Partner Network comprised of leading insurance service and solution providers. This comprehensive support ensures you remain competitive and well-positioned for future success in the ever-evolving insurance landscape.

Surefyre, acquired by Vertafore, is a modern, configurable platform that automates key insurance processes, enabling MGAs (Managing General Agents) to accelerate their growth and improve efficiency. With an intuitive no-code interface, Surefyre simplifies the onboarding of new agents and accelerates the rating and quoting process for specialty P&C business. The platform integrates with MGA systems and carrier data sources, allowing for instant form autofill, real-time data enrichment, and faster quoting, reducing policy issuance time by 90%. AI-driven features streamline the submission and risk selection process, enabling data-informed decision-making that improves underwriting accuracy. With Surefyre, businesses can enhance operational efficiency, reduce manual errors, and generate more revenue by focusing on the most profitable opportunities.