Best Fiserv Engagement Advantage Alternatives in 2025
Find the top alternatives to Fiserv Engagement Advantage currently available. Compare ratings, reviews, pricing, and features of Fiserv Engagement Advantage alternatives in 2025. Slashdot lists the best Fiserv Engagement Advantage alternatives on the market that offer competing products that are similar to Fiserv Engagement Advantage. Sort through Fiserv Engagement Advantage alternatives below to make the best choice for your needs
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Elation Health
Elation Health
85 RatingsElation Health is the leading platform for primary care, empowering 32,000 clinicians to deliver personalized care to over 16 million patients. With a clinical-first EHR, integrated billing, and AI-powered tools, Elation simplifies care workflows to help independent practices thrive. -
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SkyStem ART
SkyStem
SkyStem is a New York City-based company that provides a powerful month end close solution for companies looking to streamline their financial processes. ART, the company's flagship product, is an enterprise technology that allows Controllers and CFOs to reduce the month-end close time and the time it takes to issue financials. It automates balance sheet reconciliations, manages month-end tasks and performs flux analysis. It also provides insightful reporting. The web-based solution reduces manual tasks by up to 90% and strengthens internal controls and corporate governance. -
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Guidewire
Guidewire Software
Property and casualty insurers require a solution that allows for personalized engagement, unrestricted innovation, and efficient growth. At Guidewire, our dedication to your success is unwavering. We integrate digital solutions, core operations, analytics, and AI to provide our platform as a cloud-based service. With the industry's largest research and development team, service team, and partner ecosystem, we continuously adapt and innovate to serve your evolving needs. This commitment has led over 450 insurers, ranging from startups to the most intricate organizations globally, to rely on Guidewire. We prioritize authentic relationships with customers, potential clients, partners, and investors, fostering communication through well-reasoned arguments and a focus on quality product development, making informed decisions based on solid evidence. Recognized as the most reliable platform in the industry, Guidewire has been the preferred choice for over 450 insurers worldwide, illustrating our strength in the market. With our comprehensive support and innovative solutions, we empower insurers to navigate their challenges effectively. -
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Veruna
Veruna
By utilizing the Salesforce platform, Veruna is revolutionizing the insurance sector, following in the footsteps of 80,000 businesses across various industries that have benefited from this technology for years. This innovative system empowers your agency to enhance sales, increase efficiency, and improve customer service. Veruna is designed specifically for insurance management, liberating you from the constraints that have hindered growth for too long. With a focus on prioritizing agency needs, Veruna enables organizations to tailor their software to align with their distinct operational processes by creating customized customer workflows, automating backend tasks, and integrating effortlessly with customer-facing tools and websites. It is now the moment for progressive independent agents to embrace transformation and demand more than the outdated solutions provided by dominant players in the market. Through Veruna, agencies can readily adjust their systems to focus on what truly matters—delivering exceptional customer service, expanding their business, and fostering innovative solutions to meet client needs. As a result, agents can expect a significant shift in how they operate, leading to a brighter future for their businesses and their clients. -
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Pathway Insurance Software
Pathway
$120 per monthWith automated workflows that are triggered based on policy expiration dates, you can process client renewals in fraction of the time it takes staff to do manually. With broker-tested emails and automated workflows that maximize each interaction, you can connect with prospects and policyholders at all stages of the insurance lifecycle. You can boost your online reviews and convert dissatisfied customers with the well-respected Net Promoter®, survey tool. It helps you gauge and improve the customer experience. You can reduce your call volume and improve customer experience by giving policyholders 24/7 online access to their policy documents, proofs of insurance, billing, etc. You can see how Pathway makes it easier to attract clients and keep them satisfied for your CSRs and brokers. Learn how automated marketing solutions can transform the way agents and brokers do business. -
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BriteCore
BriteCore
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. -
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PlanSource
PlanSource
$4 per monthTransform and enhance every element of your benefits program using PlanSource. Reach your employees through personalized messaging and communication initiatives that can be tailored by group and automatically disseminated via email, text, mobile app, and additional platforms. With integrated self-billing and invoice reconciliation, you'll spend less time auditing and correcting insurance bills monthly, allowing for a more productive workflow. Our comprehensive compliance solutions provide reassurance regarding ACA measurement and reporting, COBRA administration, eligibility criteria, and much more. Efficient workflows and immediate integrations offer an enrollment process crafted to increase engagement and participation in plans. Our fully mobile experience—available on both our app and website—simplifies the process of exploring benefits, making it as easy as online shopping. By removing manual tasks and countless hours of HR administrative duties, you can achieve genuine end-to-end automation for your benefits system. This not only elevates employee satisfaction but also enhances the overall effectiveness of your benefits administration. -
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INSIS
Fadata
To effectively engage today's empowered consumers, establishing the right foundational processes for your digital enterprise is essential. Fadata’s integrated software solutions ensure you remain competitive in this dynamic landscape. Insurers are increasingly seeking robust digital infrastructures that provide the agility to seize new business opportunities promptly, seamless connectivity, and various functionalities to maintain a competitive edge. The INSIS insurance process platform from Fadata stands out as the most sophisticated and all-encompassing solution available for all primary lines of business. With INSIS, you can accelerate product launches, enhance interaction with clients and partners, streamline processes for greater efficiency, and bolster operational governance and compliance. All these capabilities are seamlessly integrated within a single, highly adaptable platform, allowing businesses to thrive in an ever-evolving market. Ultimately, embracing these advanced tools paves the way for innovation and growth in the insurance sector. -
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Eligible
Eligible
3% FeeEligible offers robust APIs that seamlessly integrate insurance billing functionalities into your applications. Our certifications provide reassurance to patients and healthcare providers that Eligible adheres to the highest standards of privacy and security while managing millions of healthcare cases monthly. We recognize the importance of a well-established information security framework in fulfilling both Eligible's and our clients' objectives. We are pleased to share that we have successfully completed our Type II SOC2 audit, which reinforces our commitment to safeguarding protected health information. This achievement not only underscores our dedication to security but also builds trust with our customers and partners regarding our obligations to protect sensitive data. With our APIs, you can effortlessly enhance the patient insurance billing experience for your users, allowing you to run estimates, verify insurance, and submit claims for patients seamlessly. Experience the ease and efficiency that our technology brings to healthcare billing processes. -
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Applied Epic
Applied Systems
1 RatingA robust management system is essential for your agency as it serves as its foundation, necessitating a platform that can efficiently oversee your entire operations while adapting to your growth. Applied Epic® stands out as the most widely utilized management software globally, providing comprehensive oversight of your agency across various roles, locations, and lines of business, which includes both property and casualty as well as benefits. With our browser-native Applied Epic software, your team can effortlessly access vital data, reduce software maintenance demands, and swiftly harness the advantages of new features. Construct your agency on a platform that streamlines back-office functions, keeps your front office sales team in sync, and seamlessly integrates with customer service and insurer connectivity solutions. Ensure that your staff enjoys a user-friendly experience, allowing them to efficiently access account and policy information, generate quotes, submit claims, and handle renewals with just a few clicks. This efficiency not only enhances productivity but also boosts employee satisfaction as they navigate their tasks with ease. -
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Majesco
Majesco
Majesco stands out as the premier software partner for both Property & Casualty (P&C) and Life & Annuity (L&A) insurance sectors, facilitating rapid modernization, optimization, and innovation in their operations. With over 330 clients, including greenfield ventures, startups, managing general agents (MGAs), and some of the largest insurers, reinsurers, and brokers, Majesco's advanced SaaS platform solutions encompass core systems, data analytics, digital interfaces, distribution, absence management, and a vast ecosystem of both established and InsurTech partners, all aimed at shaping the future of the insurance industry. Our technology and expertise empower insurers to transform and innovate, ensuring they remain agile and competitive in a fast-paced market. By leveraging cutting-edge technologies like cloud computing, microservices, and API integration, we go beyond mere industry jargon. At Majesco, we actively implement these innovations, enabling carriers to adapt swiftly to market changes, generate substantial business value, and provide their customers with enhanced, quicker innovations tailored to their needs. Our commitment to driving the future of insurance is unwavering, as we continuously evolve our offerings to meet the dynamic demands of the industry. -
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Socotra
Socotra
Our adaptable product framework allows you to create captivating products and experiences that resonate with your customers' needs. You can develop any kind of insurance offering tailored for specific regions and choose your preferred distribution methods. Whether you want to establish traditional lines of business or innovate for the future, you can do so with ease and minimal effort. At Socotra, we consider our platform to be dynamic software that evolves over time. As the pioneering true-cloud solution for insurance, we provide continuous, automatic, and complimentary upgrades. This ensures that Socotra consistently expands, incorporating new features and enhancements. Consequently, you receive fully functional, current software without disruptions or additional costs. From day one, Socotra is designed to be a ready-to-use product, eliminating the need to invest your valuable resources into a custom solution for your project. This enables you to begin configuring your insurance products immediately and experience tangible benefits right from the start. Ultimately, our goal is to empower you to focus on your core business while we manage the complexities of software evolution. -
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RiskVille
RiskVille
RiskVille empowers businesses to streamline essential tasks in policy, claims, and risk management, allowing for efficient handling of daily operations such as customer interactions, claims processing, and risk assessments all within a single platform. This cloud-based solution caters to various types of insurance companies, recognizing the significance of having a comprehensive view of business performance while executing daily tasks with precision. By automating repetitive tasks, RiskVille frees up your staff from mundane duties, enabling them to focus on more valuable activities. With a commitment to compliance, we ensure that your audit processes are smooth and straightforward, allowing you to approach audits with confidence and assurance. Our platform is fully compliant with GDPR regulations and is hosted on the trusted Microsoft Azure infrastructure, guaranteeing the safety and security of your sensitive data. Additionally, RiskVille enhances client satisfaction by offering straightforward online access to policies and claims, along with friendly reminders for renewals, ensuring that you not only meet but exceed client expectations in service delivery. Ultimately, RiskVille is designed to make insurance operations more efficient and effective, creating a seamless experience for both businesses and their clients. -
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BindExpress Suite
SpeedBuilder Systems
At SpeedBuilder Systems, we are dedicated to creating software solutions that streamline business operations for you and your clients. Our BindExpress Suite package serves as a comprehensive policy administration system tailored for both insurance agents and their clients, offering remarkable usability, rapid adjustments, and outstanding outcomes across both personal and commercial insurance sectors. Covering all aspects from policy management to claims processing and billing, this innovative technology ensures you stay significantly ahead of your competitors in the industry. With our commitment to excellence, we aim to transform how you engage with your business. -
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Intellect
Prime Clinical Solutions
For over three decades, Prime Clinical has been offering expert services alongside their proven practice management software tailored for healthcare providers. Their ICD-10 compliant system, Intellect, efficiently handles various administrative processes including appointment setting and insurance claims, allowing healthcare teams to dedicate their efforts to providing exceptional patient care. Furthermore, Intellect seamlessly integrates with electronic health records (EHR), ensuring secure and smooth data transfer across all patient management systems within healthcare organizations. Users can send appointment notifications through various channels such as email, phone, or text, and meticulously track reimbursements for each CPT code on every invoice. The software also facilitates the generation of comprehensive reports on a monthly, quarterly, or yearly basis, which can be scheduled at any chosen time. Additionally, it supports shared scheduling and billing tasks across multiple practice locations, enhancing collaborative efficiency among healthcare teams. With such features, healthcare providers can maintain a high level of organization and patient engagement. -
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FINEOS
FINEOS
The FINEOS Platform stands out as the sole comprehensive end-to-end SaaS core product suite for clients, featuring FINEOS AdminSuite for managing everything from quote to claim, alongside add-on products such as FINEOS Engage to enhance digital interaction, and FINEOS Insight for advanced analytics and reporting capabilities. It serves as a cornerstone for your digital insurance approach. By integrating FINEOS AdminSuite, FINEOS Engage, FINEOS Insight, and robust platform capabilities, the FINEOS Platform establishes itself as the most contemporary single core insurance solution tailored for Life, Accident, and Health sectors. In contrast to outdated legacy core systems that relied on a 'one size fits all' technology model, which is no longer suitable for dynamic businesses, modern consumers, employers, and brokers now benefit from sophisticated SaaS solutions and software that elevate expectations for an insurer's digital initiatives. The previous monolithic insurance software systems primarily concentrated on the intricacies of insurance contracts, overlooking the need for flexibility and adaptability in today's fast-paced market. Embracing the FINEOS Platform means adopting a future-ready approach that aligns with current consumer demands and technological advancements. -
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Open GI
Open GI
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. -
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InsureEdge
Damco Solutions
23 RatingsDamco'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. -
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ePayPolicy
ePayPolicy
$20 per monthThe easiest method for gathering insurance payments involves accepting online credit card and ACH transactions. This approach accelerates the collection process, hastens policy binding, and delivers a delightful experience for your clients. Designed specifically for the insurance sector by industry professionals, ePayPolicy offers an uncomplicated solution for agents, brokers, MGAs, and premium finance firms to gather payments electronically. You can seamlessly collect credit card and ACH payments from insured clients through a personalized payment page with a distinctive URL. This system not only facilitates the collection and transfer of funds within the insurance realm but also offers additional functionalities once integrated with your management software. Effortlessly collect digital payments from insured clients and easily transfer them to your broker and MGA partners. ePayPolicy aims to eradicate the need for paper checks, providing a streamlined, insurance-focused solution that allows for efficient digital payment collection and fund distribution throughout the industry. By simplifying these processes, ePayPolicy enhances overall operational efficiency for all parties involved. -
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Agentero
Agentero
$99 per monthIndependent insurance agents leverage Agentero to enhance their earnings, optimize their time, and provide an exceptional customer experience. Our platform seamlessly integrates with your existing systems, modernizing your operations and setting the stage for future growth. This all-in-one solution empowers you to take charge of your agency's trajectory. Elevate your agency with: -Predictive pipeline. -Intelligent workflows. -Custom-branded application. We drive innovation for independent agencies, developing cutting-edge solutions while ensuring that your technology remains in peak condition. The predictive pipeline transforms your current data into valuable insights, enabling you to discover cross-sell and up-sell opportunities precisely when they arise, thus allowing for strategic time management. Meanwhile, smart workflows enhance your operational efficiency by providing a comprehensive suite of client engagement tools designed to simplify communication, automate routine tasks, and minimize unnecessary busy work. Ultimately, adopting Agentero means investing in a future where your agency can flourish with greater ease and effectiveness. -
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Sapiens BillingPro
Sapiens
BillingPro is an innovative and adaptable billing solution crafted to equip Property & Casualty (P&C) insurers with personalized billing experiences, leveraging flexible low-code technologies. It manages the entire lifecycle for various P&C lines of business and billing types, accommodating customizable payment plans that can be modified with ease. The platform enhances customer satisfaction by enabling omni-channel payment options and communication methods. Featuring top-tier configurability and rules-driven capabilities, BillingPro simplifies billing processes through the automation of billing and payment tasks, real-time transaction tracking, and precise management of costs such as premiums, taxes, commissions, discounts, surcharges, and additional fees. This level of automation not only mitigates billing leakage but also shortens collection periods, thereby boosting operational efficiency. Furthermore, sophisticated accounting dashboards provide comprehensive insights into billing, collection, and payment processes, ensuring that insurers have the necessary data to make informed decisions. Ultimately, BillingPro empowers insurers to deliver a seamless financial experience to their clients, fostering stronger relationships and greater trust. -
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William
Certifi
William, the advanced automated premium billing and payments platform by Certifi, streamlines membership accounting, payment management, collections, and remittance specifically for digital benefits-based billing. With William, users can enjoy the convenience of fully electronic billing transactions across intricate billing situations, which include payer-sponsored marketplaces catering to both group and individual demographics, as well as specialized segments like Medicare Advantage and Medicaid. This robust enterprise-class accounting system ensures compliance with GAAP standards while providing clear audit trails for effective general ledger management. Additionally, all customer-facing invoices, reports, portals, and tools are customized to align seamlessly with your organization's branding. The platform also features rules-driven communications for managing delinquency and policy terminations, facilitating everything from initial notifications to eventual policy suspension or termination. Moreover, both consumers and employers benefit from the flexibility to establish either one-time or recurring payments, utilizing their preferred methods of payment. This comprehensive approach not only enhances user experience but also reinforces the importance of maintaining financial accuracy and transparency within the billing process. -
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OneShield Billing
OneShield
OneShield Billing is an all-encompassing payment and receivables management solution designed specifically for Property & Casualty (P&C) insurers within personal, commercial, and specialty sectors. This system efficiently manages every phase of the billing process, encompassing invoicing, reconciliations, and reporting, which boosts operational efficiency, accelerates profitability, and improves customer interactions. It oversees the complete billing lifecycle, facilitating tasks such as invoice creation, monitoring payables and receivables, and rapidly addressing inquiries from customers and partners alike. The platform includes advantageous features like web portal access, integrated commission management, adaptable equity-based billing, payment and delinquency plans, as well as smooth integration with external document and payment systems, all of which greatly elevate service quality for agents and clients. OneShield Billing can be utilized independently or as a component of the OneShield Enterprise suite, offering easy configuration options for deployment either on-premises or in a cloud environment. This flexibility ensures that insurers can tailor the system to meet their specific operational needs. -
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GloveBox
GloveBox
$150/month 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. -
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Intsec
Intsec
In the competitive landscape of today’s insurance sector, having the right tools is essential. Whether you are overseeing the entire product life cycle, introducing innovative offerings, or analyzing your commercial data, our management system is designed to help you achieve your goals efficiently, dependably, and within your budget. Underwriting can range from straightforward to exceptionally intricate, and it’s crucial to determine which risks you prefer your underwriters to assess. Our policy administration platform empowers you to create nearly any insurance product, utilizing an extensive library of bureau content as a foundation while allowing you to customize rates, regulations, and forms to your specifications. This is a policy administration system that stands by its commitments, ensuring quick turnaround times, consistent performance, and an affordable entry point. Furthermore, Instec offers an adaptable billing solution that accurately handles a variety of payment plans, billing types, and commission structures, enabling you to maintain a robust cash flow by providing seamless access to your commercial data. With these capabilities, you can confidently navigate the complexities of the insurance market and focus on growing your business. -
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Majesco Digital1st
Majesco
The Majesco Digital1st® Platform is a versatile digital insurance solution that employs low-code and no-code methodologies, offering an array of powerful digital experience tools, microservices, and real-time applications, alongside extensive insurance content that seamlessly integrates with a comprehensive ecosystem of partner solutions and data sources, fostering innovation and adaptation to evolving customer demands both now and in the future. Additionally, Digital1st® Engagement features a collection of accelerators and applications designed to enhance and personalize customer interactions significantly. With the support of Majesco's consultants and delivery professionals, organizations are empowered to optimize their digital strategies effectively. The platform promotes continuous innovation and the agility to swiftly test and learn from various approaches. Furthermore, it supplies prebuilt insurance features that facilitate the launch and scaling of business operations while opening new channels for customer and agent engagement. The user-friendly SaaS tools are designed for ease of use, ensuring that teams can quickly adapt without extensive training. For those interested, a 30-day risk-free trial is available, with no credit card necessary, allowing potential users to explore the platform's capabilities without commitment. This trial period provides an excellent opportunity to assess how the platform can transform digital insurance operations. -
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HawkSoft
HawkSoft
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. -
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InsurSuite
Nuvento
The advent of digital technology has reshaped the expectations surrounding the delivery of solutions. Today, users demand rapid, accessible, and user-friendly digital experiences that streamline their tasks, a sentiment echoed by insurance clients as well. To meet these demands, insurers must adopt technological advancements that enhance their innovation speed, enabling them to provide comprehensive digital insurance software solutions to both their stakeholders and customers. It is crucial for them to address the shifting preferences of their clients by offering personalized and instantaneous experiences across the platforms they utilize. One way to achieve this is by allowing policyholders to report insurable events through straightforward interactions with an AI-driven chatbot. This FNOL (First Notice of Loss) chatbot serves as a digital insurance solution, guiding customers through the claims process and facilitating loss reporting in a fully digital manner. With its natural language processing and machine learning capabilities, the chatbot quickly understands user intentions and provides relevant assistance, ensuring a seamless experience for the customers. By integrating such technology, insurers can significantly improve customer satisfaction and engagement. -
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Applied Rater
Applied Systems
Numerous agencies find themselves overwhelmed by the time it takes to gather quotes from various insurance company websites. Even more concerning is that the quotes they do receive may not be reliable, which ultimately leads to a subpar experience for clients. To solve this issue, it is essential to provide clients with quick and precise quotes. Our innovative cloud-based insurance quoting tool, Applied Rater®, streamlines the quoting process for a wide array of insurers across the United States. It features a unified data entry system that facilitates the seamless transfer of information directly to the insurers' platforms. By implementing this quoting solution, your agency can boost its competitive edge, offering swift and accurate quotes that enhance both productivity and customer service. This approach ensures clients receive not only the most competitive rates but also a comprehensive suite of services. You can efficiently extract quotes from insurer websites directly into the application, enabling a faster, more accurate quoting process that sets your agency apart. Embracing this technology positions your agency for success in a rapidly evolving market. -
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Newton by Agency Systems
Agency Systems
$185.00/month Agency Systems offers Newton, a comprehensive insurance agency management software tailored for agencies of various sizes, focusing on both commercial and personal lines for brokers and general agencies. A reliable provider is essential, but their commitment to allocating necessary resources for a seamless transition, including unlimited training and support, is what truly matters for your agency's success. It’s important to recognize that some agencies may require more hands-on assistance than others, and you should expect that level of support without incurring extra costs. Our team has worked tirelessly to develop intuitive agency management software designed to enhance your operational efficiency and productivity. The cutting-edge interface we provide features unique capabilities and design elements that are groundbreaking for the insurance industry. By choosing our software, you are setting your agency up for a future of innovation and success. -
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Insurmi Violet
Insurmi
Violet is the innovative A.I. assistant designed to enhance the customer experience for insurance providers through engaging and conversational interactions. From initiating claims to providing quotes and making adjustments to policies, Violet supports customers throughout their entire insurance journey. Our cutting-edge technology offers top-tier conversational A.I. capabilities tailored specifically for the insurance sector. By integrating our unique technology with thoughtful design, industry knowledge, and data insights, we create an exceptional conversational A.I. solution that meets your needs. We will assist you from the initial concept all the way through to the implementation of Violet. Enhance your online lead generation, streamline customer support, and improve the digital experience with the help of Violet. With a fast and straightforward setup process, you can eliminate outdated forms and allow Violet to effectively capture, qualify, and convert more leads on your website through an interactive and engaging dialogue, ultimately increasing your conversion of site visitors into potential customers. This transformation can lead to a significant boost in your overall business efficiency and customer satisfaction. -
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Zipari
Zipari
Your obstacles are our primary concern: enhancing health plan KPIs, effectively acquiring and retaining members, optimizing operational efficiency, improving benefits utilization, and making a positive difference in health outcomes. With Zipari, you gain access to the pioneering technology platform designed to tackle all these customer experience challenges for your organization simultaneously. Boost user adoption, engage and re-engage digitally, and create tailored interactions with employers, brokers, providers, and members. Inform consumers about their benefits, promote participation in wellness programs, and implement automated recommendations for the next best actions based on real-time data and established objectives to maximize value. Streamline administrative duties with ready-made workflows while minimizing call-center demands across your entire audience. Additionally, achieve effortless integration with your current systems and technology for seamless functionality. This comprehensive approach not only enhances user satisfaction but also positions your organization for sustained success in the evolving healthcare landscape. -
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WeGoLook
WeGoLook
Accelerate your claims processing, mitigate risks, and enhance the experiences of your customers. In the realm of insurance, having comprehensive oversight is essential. You must uncover the reality behind reported damages and assess the risks associated with the assets you are insuring. This entails retrieving, delivering, and notarizing documents, inspecting various scenes, and finding salvaged items—all of which need to be done across different locations, without delay, and while keeping costs manageable. Fortunately, WeGoLook’s on-demand service transforms the seemingly impossible into a routine operation for insurers globally. By signing up today, you’ll gain immediate access to a workforce of over 45,000 Lookers, equipped and ready to assist you in achieving these tasks and much more, ensuring that you stay ahead in a competitive industry. -
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FileHandler Enterprise
JW Software
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. -
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Agents Ally
Agents Ally
$99 per monthAgents Ally is an advanced productivity solution designed exclusively for insurance professionals. Featuring top-tier functionalities such as SMPs, integrated Calling Sessions, and List Imports, Agents Ally introduces remarkable new features and enhances automation to maximize your marketing and sales efforts. An essential metric dashboard presents crucial insights at a glance and offers quick action links for convenience. The system employs weights and ranks to score scheduled tasks, ensuring that the most promising opportunities are prioritized for follow-up. By streamlining the execution of call tasks and campaigns, users can allocate more time to fostering deeper connections and relationships. Additionally, it provides the ability to generate customized, real-time marketing experiences that can automatically adjust to meet each customer's unique needs and preferences. You can maintain connectivity and productivity even when working remotely. Furthermore, Sequential Marketing Programs facilitate the delivery of targeted, multi-channel messages in a specific sequence over a set timeframe, ensuring your outreach remains effective and organized. This comprehensive approach not only boosts efficiency but also enhances customer engagement. -
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daisyBill
daisyBill
DaisyBill is a digital platform designed for managing workers’ compensation billing, which simplifies the reimbursement process for healthcare professionals who care for injured workers. By establishing secure electronic links with payers, daisyBill guarantees that provider invoices are quickly sent to the right places. The system operates on a task-based model that monitors every stage of the workers’ comp billing process, aiding administrative teams in handling authorization requests, submitting bills, processing payments, and appealing for accurate compensation. The primary goal of daisyBill is to enhance access to healthcare for injured workers by minimizing billing obstacles and ensuring that the treatment process remains financially viable for medical providers. Additionally, the platform features daisyWizard, a tool that accurately computes reimbursements in accordance with state-specific fee schedules, further supporting efficient financial management. Ultimately, daisyBill strives to fortify the relationship between healthcare providers and injured workers, fostering a more effective and transparent billing environment. -
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EIS BillingCore
EIS
EIS offers a contemporary and well-designed billing and invoicing SaaS platform that empowers insurers to manage billing cycles comprehensively across various customer categories and product lines. Discover the capabilities of EIS BillingCore, which is specifically designed for ambitious insurance providers, as it automates essential billing tasks to transform them into standard procedures requiring minimal agent involvement. By facilitating a seamless end-to-end billing process, BillingCore not only enhances operational efficiency and transparency in cash flow for insurance companies, but it also simplifies the payment experience for all involved parties. Whether it integrates with the broader EIS Suite or other core systems for claims and policy management, BillingCore boasts several key features that position it as the premier solution for insurance billing management. Gain complete oversight of billing life cycles across all customer segments and product offerings, while ensuring that each bill adheres to policy stipulations for consistency and compliance. This innovative platform significantly reduces manual effort, allowing insurance teams to focus on delivering exceptional customer service. -
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Autorox
Autorox
Autorox offers a comprehensive Total Garage Management platform that integrates a variety of essential services. This innovative solution delivers instant, real-time estimates for car repairs, facilitates insurance billing, and includes an extensive parts catalog along with efficient inventory management. Users benefit from insightful reporting and dashboards, as well as vehicle condition assessments that allow for photo documentation. The platform also features a user-friendly mobile app and a product sales module, among other functionalities. By optimizing processes and ensuring prompt access to crucial information, Autorox can significantly decrease claim processing time by up to 50%. Additionally, the built-in catalog of OEM and aftermarket parts, coupled with labor pricing, enables rapid construction of repair estimates. Ultimately, Autorox helps mitigate unnecessary costs stemming from inaccurate estimates, redundant replacements, and other inefficiencies. This all-encompassing solution is designed to enhance both productivity and profitability for automotive businesses. -
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VeterinaryGate
MedSites
$99 one-time paymentVeterinaryGate is a comprehensive software solution designed for veterinary practices, encompassing features such as a user-friendly Windows interface and integration of Animal & Pet Medical Records, appointment scheduling, billing, receivables tracking, expense management, and the generation of tailored reports and visual data presentations. This networked and multi-user system caters to both small and large veterinary clinics, seamlessly integrating all necessary financial, clinical, and operational aspects to ensure the efficient management of a thriving veterinary practice. With capabilities for managing medical records, vaccination histories, laboratory test results, prescription writing, appointment scheduling, insurance billing claims, invoicing, expense tracking, receivables, tax management, and pharmacy orders, VeterinaryGate consolidates diverse functionalities into a single application, streamlining operations for both single and multiple veterinary practices. By offering such an extensive array of tools, VeterinaryGate enhances the overall productivity and effectiveness of veterinary care facilities. -
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SEMmed Ambulanz
Esculenta
Our primary objective is to enhance the time you spend with your clients, which is why we have created intuitive software that simplifies administrative and documentation processes within the healthcare sector. The efficient and straightforward nature of our software frees up valuable time for your staff, allowing them to focus on their core responsibilities and client interactions. During an in-person consultation, we will collaborate with you to identify your specific needs, determine which standard modules are essential for your business, and discuss any custom adaptations or developments required. It's important to us that our software seamlessly integrates into your organization rather than forcing you to adjust to it. We firmly believe that our existing standard features can fulfill nearly all of your requirements. Additionally, our certified health insurance billing system ensures a reliable and effective transfer of data to public authorities, streamlining the process further. By prioritizing user experience and customization, we aim to foster a more productive environment for your team and clients alike. -
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TimesManager
JDi Data
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. -
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AI Insurance
AI Insurance
$1,089 per yearAI Insurance is a cutting-edge, cloud-based platform that leverages artificial intelligence to enhance and automate insurance management workflows for program managers, captives, third-party administrators, and risk retention groups. By integrating multiple functionalities into a unified interface, the platform facilitates claims management, financial tracking, digital portals, application processes, premium billing, policy issuance and signatures, rating engines, and data management. Among its standout features is AI-driven automation for tasks like invoice auditing, where defense counsel invoices are meticulously analyzed against established guidelines to thwart unauthorized legal fees, as well as application parsing that efficiently gathers data from received applications to fill out forms automatically. Furthermore, the platform boasts indemnity prediction capabilities, asserting a 25% increase in accuracy compared to traditional adjusters after one year of use, which aids in generating cost predictions and actionable recommendations for claims. This innovative solution not only enhances operational efficiency but also empowers users with valuable insights to improve decision-making in the insurance field. -
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InsurePay
InsurePay
InsurePay stands out as an innovative payment platform that transforms the way insurance companies handle the calculation, collection, transmission, and reconciliation of payments. By facilitating seamless connections between carriers, managing general agents, and policyholders, InsurePay creates a vibrant ecosystem that significantly boosts both efficiency and transparency in financial dealings. The platform accommodates a variety of payment options such as ACH transfers, debit cards, and all major credit cards, ensuring it meets the varied preferences of its clients. Its unique feature, Payment Links, enables insurance organizations to swiftly solicit payments through reusable links sent via email or SMS, offering policyholders a straightforward and secure payment method. Additionally, InsurePay introduces pay-as-you-go workers' compensation billing, which allows for real-time premium calculations derived from live payroll data, thereby enhancing accuracy and optimizing cash flow management. For agents and brokers, the platform provides a cohesive solution that simplifies premium collections and payables, making it a comprehensive tool in the insurance payment landscape. Furthermore, InsurePay continuously seeks to adapt its offerings to meet the evolving needs of the insurance industry, reinforcing its commitment to innovation and client satisfaction. -
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Practice Perfect
Practice Perfect
2 RatingsTake complete control of your clinic with Practice Perfect, an all-encompassing EMR and practice management system that offers a comprehensive suite of features, including online patient booking, scheduling, billing for both private and insurance claims, clinical documentation, as well as reporting on revenue and essential operational metrics. We aim to provide you with the necessary tools to efficiently manage your practice and support its growth. Our cutting-edge Practice Perfect Management & EMR application is tailored to optimize clinic operations while delivering vital operational insights. Understanding that each healthcare facility has its unique requirements, we firmly believe that software should be customized to suit the user’s needs rather than forcing the user to adapt to the software. Unlike many other EMR solutions, every component of Practice Perfect has been developed internally. This ensures a seamless integration, allowing for a single access point for your data and a unified support contact for any assistance you may require. By choosing Practice Perfect, you are not just adopting software; you are investing in a solution that grows with you and your clinic. -
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TransitExec
Transit Connect Group
$0.05/one-time 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.