Best Insurance Apps for iPad of 2025 - Page 2

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.

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.

AgentExpress stands out as an innovative quoting and enrollment platform, transforming the conventional CMS experience to empower brokers in the dynamic world of insurance. Our unique approach combines technology, comprehensive training, and unwavering support to enable agents to deliver exceptional service to their clients. With decades of expertise in both the insurance and tech industries, AgentExpress leads the market in broker technology solutions for Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life. When you partner with AgentExpress, you gain a dedicated team focused on your business success. Expand your enterprise through extensive product knowledge, advanced technology, and sales training, which can be accessed via our weekly webinars, collaborative training sessions, or through our pioneering micro-learning platform designed specifically for insurance professionals. This commitment to agent development ensures that you are always equipped to adapt to the industry's evolving demands.

User-friendly medical and paratransit scheduling and dispatch software simplifies the trip management experience, making it more efficient and cost-effective for NEMT companies. Based in Milwaukee, Wisconsin, TransitExec is a software provider dedicated to offering a comprehensive solution tailored for NEMT and paratransit operators. Our services are designed to be both accessible and economical, featuring a straightforward pay-as-you-go structure with no initial costs. The software encompasses vital functions such as scheduling, dispatching, automatic routing, customer management, insurance billing, tailored reporting, fleet oversight, and seamless integration with all Medicaid brokers for electronic trip management. The ability to quickly schedule and dispatch in real-time is crucial for the daily operations of a NEMT company, enabling the swift organization of rides and route optimization that leads to increased revenue per trip. By utilizing TransitExec's innovative scheduling and dispatching software, operators can effectively enhance their routes, leading to significant savings on fuel and overall costs, while also improving service delivery. Ultimately, this comprehensive solution empowers NEMT companies to thrive in a competitive landscape.

Quantivate has been helping organizations efficiently manage their governance, risk, and compliance (GRC) initiatives since 2005. Quantivate’s scalable technology and service solutions equip organizations of all sizes to make more strategic decisions, improve performance, and reduce costs. Learn about how Quantivate’s integrated platform can simplify GRC management at quantivate.com.

Effective client retention stems from your agency’s ability to provide significant value to its policyholders. HawkSoft's Retention Alerts pinpoint which clients require attention, enabling your team to offer proactive support. Ensure that each interaction delivers a remarkable experience. Accomplish tasks in five minutes that would typically take other agencies twenty-five minutes. Optimize your sales pipeline along with your current clients. HawkSoft's Lead Management categories illustrate clients' positions within your sales funnel. Integrated cross-sell and upsell reports help you identify policyholders who may benefit from additional services. Communicate with your clients through batch emails, letters, text messages, and scheduled outreach. Data loses its value if it's difficult to access or utilize effectively. Keep track of agency health and crucial metrics. Analyze monthly close ratios by producer, the number of policies per client, commissions by carrier, retention rates, and comprehensive book of business reports, among other metrics. Our reports are designed to be actionable, allowing you to execute batch emails directly from the report interface for maximum efficiency. Additionally, staying on top of your clients’ needs can significantly enhance your agency’s overall performance.

PROFIDA® stands out as our premier software solution, tailored for the diverse sectors within the Financial Services and Insurance Industry. For professionals such as insurers, underwriters, brokers, or advisers, it provides specialized features and support designed to enhance sophisticated practice management and elevate client service standards. Additionally, for clients managing larger or varied operations, PROFIDA® facilitates efficiency in handling high-volume business, opens avenues for cross-selling, and offers a comprehensive managerial perspective across all business units. With PROFIDA®, you can conveniently access your data through a standard browser interface, irrespective of your location, whether you're using a desktop, laptop, iPad, iPhone, or Android device. Our platform is compatible with Windows, Apple Mac, and Linux operating systems. Uniquely, it is the first software solution that serves both the life and non-life sectors, establishing PROFIDA® as the perfect software suite for any organization offering composite financial services products, thus positioning it as an essential tool for modern financial enterprises. Moreover, its versatility ensures that it meets the evolving needs of the industry effectively.

Create a seamless patient journey that synchronizes instantly with your practice management system, offering a unique solution that both reads and writes data in real-time. We prioritize our engineering efforts on developing optimal bidirectional integrations with EHR and practice management systems. This advancement allows you to launch and refine your product in mere weeks instead of taking years. Our engineers actively utilize our own API to construct a doctor-facing SaaS product, ensuring that users receive a thoroughly tested and scalable experience. With online patient scheduling, potential clients can view your availability instantly and book appointments on-demand from any location or device. NexHealth's scheduling software is designed to perfectly customize your calendar straight out of the box. Our dedicated team of product experts is committed to assisting in the integration of both your calendar of record and EHR system, regardless of the complexity of your scheduling needs, ensuring a smooth and efficient implementation process. By enhancing these elements, we aim to significantly improve the overall efficiency of your practice.

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.

Samedi is an innovative web-based software designed to enhance patient coordination while simultaneously reducing costs and improving services. This secure networking tool is applicable in various healthcare settings, including medical practices, clinics, and operating rooms. By utilizing effective resource planning, process management, online appointment scheduling, and task assignments, the system streamlines workflows. Additionally, the inclusion of video consultations and online forms allows for a more adaptable process, all while ensuring top-notch data security. Serving as an e-health software solution for physicians, clinics, and health insurers, Samedi connects the healthcare ecosystem and refines medical operations. With a focus on simplicity, efficiency, and security, our 12 years of experience in the e-health sector enables us to cater to your specific needs, providing customizable options for both straightforward and complex workflow demands. Our software integrates seamlessly with nearly all practice and clinic management systems, facilitating a hassle-free operational experience. This adaptability not only enhances productivity but also fosters better patient outcomes.

The agency's self-service platform integrates with all insurance providers, establishing itself as a leading technology solution for the independent agent (IA) sector. GloveBox serves as a unified mobile and web application that empowers insurance policyholders to easily access their policy documents, make payments, file claims, and perform a variety of other tasks, irrespective of the carriers associated with their policies. Its primary objective is to elevate the overall customer experience for insurance clients while simultaneously lowering service costs and boosting revenue for both agencies and insurers. This comprehensive platform effectively links clients to both their agency and the respective insurance carriers, offering a streamlined interface. Users can select from an extensive roster of insurance companies to manage their personal lines policies within GloveBox, and once a carrier is chosen, it becomes part of the user’s homepage, facilitating account registration or login. In addition, GloveBox features advanced automation capabilities to optimize client distribution and ensures a smooth in-app experience for users, making insurance management more efficient and accessible for everyone involved. This innovative approach not only simplifies interactions but also enhances overall satisfaction across the insurance landscape.

Reimbursify stands out as the pioneering mobile-enabled software platform that offers a groundbreaking solution to empower patients, assist healthcare practitioners, and facilitate digital partners in efficiently submitting out-of-network reimbursement claims for both medical and mental health services. This innovative app simplifies the process of filing out-of-network (OON) reimbursement claims with your health insurance provider, providing a swift and hassle-free experience to ensure you receive every dollar you're entitled to. With an intuitive registration process designed for primary insured individuals, spouses, and dependents, the platform boasts a smart dashboard that organizes all your claims and monitors the funds you are set to receive. Additionally, it features a unique Rejection Resolution Pathway that quickly addresses any rejected claims, along with a provider search function that automatically fills in essential provider details to further streamline your experience. Reimbursify not only maximizes the efficiency of the reimbursement process but also enhances the overall user experience, making it an indispensable tool for anyone navigating the complexities of healthcare claims.

BimaGrow is an all-in-one platform tailored for insurance professionals aiming to enhance their business growth. It streamlines various processes, such as client data management, policy oversight, renewal tracking, and commission monitoring, ensuring everything remains organized and straightforward. With robust features that include Lead Management, Policy Administration, Renewal Alerts, Commission Oversight, Financial Ledgers, Comprehensive Business Reports, and AI-enhanced tools, insurance advisors can dedicate more time to sales and customer service rather than administrative tasks. Additionally, BimaGrow provides a complimentary lifetime advisor website, endless editing capabilities, marketing materials, and search functionalities for vehicles and policies, enabling smarter work practices. Advisors can also efficiently manage family groups, explore upselling or cross-selling opportunities, and tap into new revenue streams through partnerships. No matter if you're an independent advisor or managing an agency, BimaGrow empowers you to save precious time, boost operational efficiency, and confidently expand your insurance venture while maintaining a focus on client relationships. With such comprehensive offerings, it stands out as a vital tool for anyone looking to thrive in the insurance industry.

FileHandler Enterprise helps TPAs, insurance carriers, public entities and self-insured organizations automate processes and improve efficiency. Our software keeps you on track with automation and customization, creating a standard claims management process for your business. From implementation to continuous, dedicated support through our Quality Assurance and Implementation Team Members, our goal is to deliver our client partners an effective business management tool, empowering them to automate workflows and increase productivity throughout their business cycle. FileHandler Enterprise allows businesses to facilitate integration with several third-party applications. We ensure that our software works well with preexisting systems in an essential part of our goal at JW Software; helping create customized third-party integrations for your preexisting ISOs, state systems, insurance systems, and much more. FileHandler Enterprise™ software will help you manage and close claims quickly, process payments to parties or vendors, and provide advanced reporting necessary to manage your business.

mPACS, developed by Mandon Software, is a tailored insurance software platform designed specifically for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. This comprehensive solution is not only robust and feature-rich but also flexible, catering to a wide range of needs in managing quotes, policies, and claims. Users can choose between on-premises installation or cloud-based access, ensuring versatility in deployment. With an extensive array of functionalities including documentation, rating, quoting, renewal, claims management, marketing, interfacing, and auditing, mPACS streamlines various processes for its users. Additionally, its user-friendly interface enhances the overall experience, making it a preferred choice in the insurance sector.

The small and medium enterprise (SME) commercial lines sector represents one of the most promising growth opportunities for brokers currently, yet it is essential for your business to possess the necessary technology to set your offerings apart from the competition. Applied Policy Works streamlines the submission process, enabling you to quickly gather crucial risk data and effortlessly dispatch it to multiple underwriters, thus eliminating the hassle of handling each submission individually and minimizing the risk of errors and omissions. By automating your commercial lines operations—from marketing initiatives to renewal processes—through the implementation of standardized workflows, you can empower your customer service representatives, marketers, and producers to enhance customer service speed and ultimately boost your profitability. This approach not only improves efficiency but also positions your business for sustainable growth in a competitive landscape.

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.

Automatically gather detailed contextual information from sales activities, allowing your teams to dedicate their efforts to engaging with customers. Gain insights from the top performers within your organization to identify successful behaviors and mentor others accordingly. Anticipate the most effective next steps in real-time, enabling your sales personnel to receive managerial guidance for sealing more deals. Vymo is fueled by a group of individuals committed to revolutionizing the global sales engagement industry. What our founders envisioned in 2013 has blossomed into the world's fastest-growing sales engagement platform! Our enthusiasm has multiplied significantly, as we now boast a team of over 400 diverse members, including strategists, innovators, facilitators, and go-getters, all united in our mission to succeed together. Vymo serves as a comprehensive sales engagement solution tailored for global enterprises, driving revenue growth by capturing essential contextual data and delivering smart, actionable insights that empower sales teams to optimize opportunities and support their managers effectively. This commitment to excellence in sales engagement is what sets us apart in a competitive landscape.

Your ABA practice requires a Practice Management Solution tailored to its specific billing, scheduling, and compliance needs. AccuPoint, a product of Therapy Brands, provides two distinct solutions to address all your administrative and billing challenges. Whether your practice is just starting out, is mid-sized, or has grown larger, AccuPoint offers advanced ABA software that caters to your requirements. For emerging ABA practices, it features permission-based scheduling and calendaring tools. It also includes enhanced calendaring functionalities for handling complex schedules involving staff and clients. The solution supports insurance billing with authorization tracking, alongside advanced reporting and billing options. For simpler needs, basic insurance billing tools with authorization tracking are also available. AccuPoint’s experienced team ensures thorough implementation to help you get started smoothly. Additionally, there are managed billing services and integrated data collection options, such as Catalyst, to streamline your operations. Furthermore, AccuPoint also provides services like a Telehealth Portal and credit card processing to enhance your practice's efficiency and accessibility. With these comprehensive features, your practice can thrive in a competitive landscape.

ClaimPilot delivers an exceptional web-based claims management solution combined with outstanding customer service. Tailored for claims management professionals aiming to expand and efficiently oversee their operations, ClaimPilot ensures a user-friendly experience with essential features and capabilities that enhance visibility into claims and financial data through personalized reporting options. This platform effectively addresses the rising demands for data input with its adaptable functionalities, leading to greater efficiency in claims processing. In contrast to cumbersome, overly complex risk management software or simpler systems that only handle document management, ClaimPilot encompasses all necessary features for comprehensive claims management, including compliance with Lloyd’s standards and workers' compensation functionalities. Furthermore, our esteemed customer service team is dedicated to collaborating with clients to create customized reports and features that cater to their evolving needs. Ultimately, we believe that your success directly influences our success, and we are committed to supporting your growth.

Say goodbye to being tied to your desk! With the TimesManager™ mobile app, you can take all your essential data with you wherever you go. This cloud-based software is designed for professionals like consultants, adjusters, accountants, mediators, and law firms, providing seamless access to your time and expense slips, split billing, documents, clients, projects, and assignments right from your computer, tablet, or smartphone. Leverage the quasi Customer Relationship Management features of TimesManager™, which include data syncing, speech recognition, and efficient time tracking to facilitate instant billing. Whether you're on the go or at your desk, the TimesManager™ mobile app enables you to create timed entry slips effortlessly. Available for download on the App Store for iOS and Google Play for Android, you'll always have the tools you need to keep your time management precise and efficient with TimesManager™. This level of flexibility ensures that you can stay productive no matter where your work takes you.

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.

AMS360 serves as the essential management system that underpins your independent agency's operations. Integrated within Vertafore’s premier platform, this system empowers agencies to enhance their growth trajectories and increase profitability. By optimizing workflows, it facilitates better renewals and customer retention while simultaneously attracting new clients, leading to heightened employee efficiency and an exceptional customer journey. Save valuable time on financial management with tailored solutions that cater to your specific requirements. Timely notifications keep you informed about upcoming renewals and potential rate hikes, thereby supporting higher retention rates. The integration of the agency-carrier process via TransactNOW allows you to devote more attention to your clients. With a single sign-on feature, accessing all your Vertafore solutions becomes effortless, eliminating the hassle of managing multiple credentials. Furthermore, a comprehensive set of APIs enables seamless application integrations with AMS360, offering enhanced functionality for your agency's needs. This combination of features not only simplifies operations but also positions agencies for sustained success in a competitive market.

SpyGlass, our advanced software for managing health claims at the enterprise level, presents a robust and adaptable solution for efficient and accurate claims processing. The platform simplifies the setup of benefits and plans significantly. Fully integrated with SpyGlass, BenefitDriven offers eligibility verification, contribution accounting, and pension management specifically tailored for the Taft-Hartley sector, encompassing a comprehensive suite of data and processes for both Participants and Employers. Our all-encompassing EDI gateway and scheduler, HIPAA Director, functions as a central hub, enabling seamless connections with vendor partners to minimize transaction costs, streamline batch transfers, and automate the transfer process. With SpyGlass, you gain an in-depth, panoramic view of your population while also having the capability to drill down to granular details with ease. You can access an extensive selection of unique reports, fully customizable dashboards, and maintain total control over your system, ensuring that you have everything you need at your fingertips to make informed decisions and optimize your operations. In this way, SpyGlass empowers organizations to enhance their efficiency and effectiveness in managing health claims.