Alternatives to SohamGeni

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.

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.

InsureCert, a cloud-based insurance policy management system, is suitable for brokers, general agents, insurers, and managing general agents. InsureCert offers a central platform that allows users to create online shops, manage quotes, collect payments, and even issue property and casualty policies. InsureCert allows users to create white-label websites with custom landing pages. InsureCert offers a multi-rater pricing engine that allows users to create quotations and send invoices to customers instantly.

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!

Anodas Software Limited offers the Phoenix Insurance Policy Administration System, which is a customizable and scalable software solution designed for insurers, underwriters, brokers, managing general agents (MGAs), and claims managers. This versatile, feature-rich, and modular platform efficiently handles all essential processes related to insurance business operations. Suitable for property and casualty as well as general insurance, Phoenix accommodates various territories, languages, currencies, and meets diverse taxation and regulatory standards. Its robust search capabilities enable users to locate clients, policies, or claims with minimal matching criteria, utilizing both pattern and wildcard searches for enhanced efficiency. Direct access to information can be achieved through client, broker, policy, or claim references, providing seamless navigation through the system. Additionally, the platform allows for the integration of comprehensive client data, including lifestyle and marketing details, to enhance policy rating processes. Overall, Phoenix stands out as a comprehensive solution for managing the complexities of the insurance industry.

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.

An all-encompassing general insurance software solution tailored for insurance firms managing both personal and commercial lines of business. Each module within the system utilizes a unified database and a centralized repository of business rules for data management. This application encompasses a wide range of essential insurance functions, such as client administration, underwriting procedures, policy and endorsement creation, claims processing, and the handling of co-insurance and reinsurance tasks. Additionally, it facilitates billing, payment collection, cash handling, agency and commission oversight, production workflows, and comprehensive management reporting, all within a versatile system that supports multiple companies, currencies, and languages. Moreover, it incorporates reinsurance accounting, automated underwriting systems, an Insurance Products Generator, and a rating tool for enhanced efficiency. This robust software also streamlines policy administration and agent commission management, making it a vital tool for modern insurance operations.

As an insurance intermediary, you likely have knowledge of the conventional client management systems, which come with a plethora of integrated features and functionalities, many of which may not be utilized by certain brokers. Over the past three decades, these systems have been refined to adapt to the advancements of the 21st century, yet the insurance landscape has undergone a transformation that has rendered many traditional systems inadequate. The evolving needs of insurance brokers, especially those specializing in broker-to-broker services or self-issue delegated underwriting authority, place significant demands on the adaptability and capacity of their administration systems. Recognizing this challenge, OPUS was developed with a focus on meeting the needs of specialist brokers, managing general agents (MGAs), intermediaries, and niche insurers. OPUS is tailored for staff who are comfortable navigating common web browsers, ensuring a user-friendly experience that aligns with contemporary technological expectations. This innovative approach ensures that brokers can efficiently manage their operations while keeping pace with the rapid changes in the insurance sector.

An award-winning, fully digital, and modular Policy Administration System provides comprehensive support for both personal and commercial lines of business, encompassing acquisition, billing, claims, and renewal processes. Featuring a low-code configuration engine for product and pricing, it minimizes delays and simplifies the introduction of new offerings. By harnessing cloud technology, it enhances data security, compliance, and system resilience. Through API orchestration, it connects various systems into a cohesive ecosystem that accelerates third-party application performance. This sophisticated digital solution effectively manages all distribution channels, including brokers, agents, and direct-to-consumer sales. By transforming data into actionable insights, it serves as a foundational system that enables organizational growth and strategic decision-making. Ultimately, this integrated approach empowers businesses to adapt quickly to market changes and customer needs.

The product setup, policy design, underwriting, servicing, and claims management are all flexible and parameter-driven, eliminating the need for any IT programming. It accommodates both unit-linked and traditional product lines for individual and group business, managing the entire policy lifecycle from quotation right through to claims. Additionally, it features automated payment options such as direct credit, telegraphic transfer, or cheque printing for claims and commissions, complete with predefined authorization limits. A double-entry ledger is utilized for all financial transactions, providing detailed margin analysis and a standard automated interface to corporate ledgers. The system supports multiple languages, including Arabic, tailored to user or client preferences for both input screens and outgoing communications, including emails. Furthermore, clients and brokers can independently manage their services online, facilitating straight-through processing for new business. The workflow is enhanced by RAG-rated "to-do" lists for individual operators, allowing for comprehensive monitoring and task management. This creates an efficient ecosystem that not only streamlines operations but also improves user experience significantly.

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.

Users can provide real-time rates, contracts and dealer menus via eRating or eContracting. Users can issue policies with electronic signatures, and present products to customers through their own sales channels or their partners. Our network has 140+ partners that allow dealers to connect to the eMenu and DMS systems of their choice. Our policy administration software allows for billing, commissions and cancellations. This allows for seamless coverage rating, contracting and contract remittance. Integrating with your accounting system allows you to create, manage, modify, and change your agents, dealers and coverages. Your agents also have direct access to our Agent Portal. The F&I software allows the Dealer Principal and Field Representatives to access integrated reports for F&I forecasting, sales, and overall dealership performance in real time with powerful analytics.

Expert enhances the efficiency of your agents while ensuring constant connectivity with your insured clients. This positions Expert as an invaluable resource for your organization, aiding in both retention and business expansion. Transition to [dot] Expert for your company, embracing a versatile and user-friendly platform that allows you to oversee every facet of a policy's lifecycle. Enjoy unparalleled control and adaptability in your policy rating, underwriting, and management processes. It simplifies your daily operations and helps lower operational expenses through automated features and batch processing capabilities. Benefit from an extensive report library that provides essential insights from various areas of your business. By utilizing Expert, you can elevate customer satisfaction through quicker claims processing and improved accessibility for both agents and insured individuals, ultimately fostering stronger relationships. Embracing this system can lead not just to operational efficiency but also to a significant boost in overall business performance.

WaterStreet’s platform for property and casualty insurance, along with its policy administration services, empowers your organization to achieve greater efficiency. This comprehensive suite not only provides business process outsourcing for insurance but also enhances the customer experience through advanced technology and streamlined procedures. By improving visibility and interactions with policyholders, your agents can more effectively pinpoint cross-selling opportunities and offer proactive support when customers are in need. The integration of process automation, along with real-time access to documents and data, guarantees prompt delivery of accurate information that fosters accountability and transparency. The WaterStreet P&C Insurance Suite consolidates all your data and operational processes, thus removing the necessity of juggling multiple software systems for your business. This seamless integration exemplifies outstanding customer service, providing a robust link between clients and agents, as well as between agents and insurance companies. Ultimately, this holistic approach not only increases efficiency but also enhances overall satisfaction for all parties involved.

Ignite Broker, our premier platform, delivers comprehensive policy management that spans from online quoting and purchasing to a complete customer self-service portal, accommodating everything from specialized bordereaux schemes to full-cycle electronic data interchange (EDI). What sets us apart is our fully cloud-based architecture combined with a singular shared code base, ensuring all clients benefit from monthly upgrades without the hindrance of traditional insurance legacy systems. Transitioning to new systems can often feel overwhelming, with valid concerns surrounding data migration, the associated time, and risks that accompany it. However, Ignite has successfully executed data migrations from various legacy systems such as SSP, CDL, OpenGI, and TGSL, enhancing our ability to streamline the process while providing a valuable chance to clean and re-engage with your data. We thrive in a collaborative, friendly, flexible, and inclusive workplace, where our honesty and professionalism shine, and our commitment to fostering a positive environment ensures we never disappoint our clients. Our dedication to teamwork allows us to tackle challenges effectively, reinforcing our reputation as a reliable partner in the insurance industry.

The Advanced Insurance System (AIS) caters to organizations of various sizes, offering a ready-to-use solution that can be easily customized and implemented. Customers benefit from the software's extensive configuration options, allowing for rapid product deployment. This modular and integrated system is capable of interfacing with different platforms or functioning as a comprehensive policy administration solution for Personal, Commercial, or Specialty lines. The process of configuring new lines is straightforward with AIS. It empowers agents and insurers with essential tools needed to drive growth. In a highly competitive landscape, AIS enhances efficiency by providing automation and self-service features, which reduce operational costs while increasing sales. With AIS, the capability to develop new products or expand into new regions is readily available, granting you the competitive edge necessary for success. Ultimately, AIS transforms the way insurance organizations operate, ensuring they stay ahead in the market.

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.

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.

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.

CoverWallet for Agents, a division of Aon, is an innovative technology platform that offers insurance agents a unified access point to various carriers and business lines. This platform provides a quick, straightforward, and effective way for agents to deliver commercial insurance solutions to businesses, streamlining the quoting process for insurance agents and agencies. Users can benefit from a single, cohesive application that allows them to compare multiple, actionable quotes, bind policies online, and manage client accounts from one centralized digital hub. The application supports multiple lines of insurance, such as General Liability, BOP, and Professional Liability, among others. As users fill out the application, it intelligently pre-fills responses and omits unnecessary questions, thereby enhancing efficiency. The platform is accessible on various devices, including mobile phones, tablets, and desktops, ensuring flexibility for users. Agents can swiftly compare quotes from numerous leading national insurers without needing any prior appointments, and they can easily recalculate quotes, modify coverages, adjust limits, and change deductibles with just a click, making the entire process seamless and user-friendly. This comprehensive approach not only saves time but also empowers agents to provide tailored insurance solutions to their clients more effectively.

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.

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.

The Beyontec Suite is an extensively developed, fully integrated, and highly adaptable administration system designed for real-time multi-line management, catering specifically to carriers and managing general agents (MGAs) in the property and casualty insurance sector. It boasts rapid implementation through secure and scalable web delivery. Notably, the Suite's configurability does not necessitate programming skills or IT support, allowing users to tailor the system to their specific needs. Its Workflow Engine is designed for flexibility, enabling businesses to operate in a manner that aligns with their unique processes. Additionally, with the Suite’s user-friendly interfaces and portals, both employees and agents can quickly enhance their productivity, irrespective of the various lines of business they handle. To ensure alignment with our clients' financial constraints, our pricing structure is as flexible as the product itself. Instead of imposing a hefty upfront licensing cost, we offer the option for clients to pay a small monthly subscription fee or a percentage of the premiums processed through the Beyontec Suite, making it accessible and budget-friendly. This commitment to adaptability not only supports businesses in their operations but also fosters a collaborative relationship with our customers.

IBSuite supports the entire insurance cycle, from initial quotes to binding, while also managing comprehensive policy administration, effective claims processing, and billing, empowering clients to operate a robust insurance enterprise and swiftly launch innovative customer experiences and digital business models in a cost-effective manner. Engage in a tailored consultation with our specialists in insurance technology, where we will investigate your specific challenges, identify potential opportunities, and formulate a plan for how IBSuite can drive your insurance business toward growth and prosperity. By optimizing the sales process and enhancing decision-making through real-time analytics and external integration, IBSuite equips insurers to swiftly respond to evolving market dynamics while ensuring compliance with industry regulations. Additionally, IBSuite offers genuine multi-channel capabilities and a customer-focused approach to designing new products and sales avenues, catering to direct sales, sub-agencies, and white-label solutions. As a result, insurance providers can elevate their service offerings and drive greater customer satisfaction. This comprehensive platform not only boosts operational efficiency but also fosters innovation in an ever-changing marketplace.

At Unplugg IT Solutions, we take great pride in creating affordable, tailor-made software solutions that align perfectly with your business operations and management requirements by merging innovation with top-tier software. We transform challenges into effective solutions. Our primary focus is to address the diverse needs of stakeholders in the burial industry, including Funeral Parlours, Brokers, Administrators, and Underwriters. We specialize in developing exceptional policy administration software that serves as the backbone of our offerings. This essential system is augmented with a variety of integrated workflows and electronic document management tools, all designed to enhance efficiency, speed, and clarity. Our dedicated team of seasoned developers and business consultants collaborates closely to deliver optimal solutions across a wide spectrum of platforms. By offering a leading suite of integration solutions, we work intimately with our clients to gain a deeper understanding of their needs, enabling companies to consolidate their information seamlessly. Consequently, our commitment to innovation and excellence helps businesses thrive in a competitive landscape.

At AQS, we take great pride in delivering high-quality coding and design that ensures our end-users experience both ease of use and consistent performance. By collaborating closely with current agents throughout the development process, we gain valuable insights into the unique needs of your agency at every stage. Our commitment to intuitive design and simplicity provides you with reliable quoting software that meets your requirements. Our support staff are dedicated to assisting you at every turn, and they are also integral members of our product development team. This means that when you reach out for assistance, you are communicating with someone who is actively involved in shaping our software. Our quoting software suite includes applications tailored specifically for your Alliance system and various product types, ensuring that you have dependable solutions for Auto, Homeowners, Landlords, and Condo quoting. Moreover, our software seamlessly integrates with data from AQS as well as other vendors, enhancing its versatility and effectiveness in meeting your agency's demands. In this way, we ensure that our tools are not only functional but also adaptable to the changing landscape of your business needs.

We simplify the intricate landscape of direct, run-off, and reinsurance management. Hosted on the Microsoft Azure Cloud, our system ensures that you can access your data and business intelligence from any corner of the globe. Whether you're looking for vital insurance claims, contracts, or financial information, you can retrieve it effortlessly from any internet-enabled location. P1 proficiently manages millions of dollars in transactions and generates reports without any hassle. Our team consists of Microsoft-certified and Cisco-certified engineers who possess the expertise to design, construct, and modify high-performance business networks. We offer cutting-edge network implementation services tailored to your business needs. In addition, we specialize in designing IT infrastructures and managing projects related to office relocations, server upgrades, as well as migrations to AWS and Microsoft cloud platforms, ensuring a seamless transition for your operations. With our services, you can confidently advance your business into the future of technology.

FirstGen represents NTT DATA's innovative solution to the obstacles encountered by property and casualty insurers. This advanced, web-based policy administration platform encompasses the entire spectrum of insurance operations, from the initial sale to the final accounting processes. Designed to meet the diverse needs of the insurance sector, FirstGen accommodates all types of P&C insurance. It leverages an extensive array of parameters, tables, and rule engines to facilitate product configuration, including setting rating and authorization levels. By externalizing business rules, modifications can be implemented swiftly without necessitating any programming alterations. Known for its adaptability and scalability, FirstGen can be rapidly deployed to meet organizational needs. Moreover, it is equipped to handle transactions in multiple currencies and offers multilingual support. Provided by NDFS, FirstGen Cloud ensures comprehensive management of essential insurance procedures, featuring OPEN APIs and integrated services that enhance user experiences across various digital platforms. Furthermore, the system's user-friendly interface makes it accessible for both insurers and policyholders alike.

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.

Titanium represents a cutting-edge, all-encompassing, client-focused business policy administration system designed to facilitate digital transformation while ensuring a smooth implementation process and reducing associated risks. It provides life insurance providers with immediate access to thousands of customizable products right from the start. Within just weeks, users can launch a wide array of offerings including individual, group, fixed, variable, traditional, and non-traditional life, health, and annuity products. As a genuine end-to-end solution, Titanium boasts over 42 years of proven success. LIDP has consistently achieved a flawless implementation and conversion project success rate. Being a privately owned company enables them to concentrate entirely on client satisfaction and the creation of optimal solutions tailored to client needs, all while leveraging the latest technological advancements. This strategic approach ensures that carriers' core solutions remain relevant and resilient for many years ahead. Furthermore, Titanium's adaptability positions it as a leader in the evolving landscape of the insurance industry.

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.

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

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.

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.

Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.

ISMIS offers top-tier capabilities right from the start, along with the flexibility to enhance and customize features as needed. Our team of qualified Insurance Technologists, accredited by the Chartered Insurance Institute and Microsoft, is dedicated to providing guidance and support throughout every stage, from initial planning to implementation and ongoing assistance. Tailored specifically for Managing General Agents (MGAs) and insurers, ISMIS is a fully hosted, web-based platform designed for scalability, ensuring rapid market entry. With ISMIS, you can efficiently sell and manage your offerings through your broker network, directly to clients, or by integrating with aggregators and comparative broker platforms. The system includes comprehensive point-of-sale features that allow you to quote, complete transactions, and generate high-quality PDF policy documents for new business, mid-term adjustments, cancellations, and renewals across various product categories and business lines. Additionally, ISMIS is crafted to evolve with your business needs, ensuring you remain competitive in a fast-paced industry.

GO-INSUR is a digital transformation of the policy administration system. It offers an innovative cloud-based, cloud-based insurance solution that is flexible, robust, and quickly scalable. One of the UK's most respected digital insurance specialists, GO-INSUR was built by Marsh, Legal & General and British Friendly, among others. GO-INSUR allows you to quickly distribute new products and increase policy sales. Legacy systems and the high cost of new technology are limiting revenue growth in insurance. Go-Insur's cloud-based platform changes all that. It allows you to sell new products faster and expand distribution more economically. Our agile delivery and customer-centric design provide Insurers, Brokers and MGAs with an intuitive cloud-based platform that allows them to be responsive, flexible, and speedy. Go-Insur will help you get products to market quicker, exploit market gaps and expand your distribution. You'll also see a higher ROI on policies.

ValueMomentum stands out as the foremost independent provider of IT Services and Solutions tailored specifically for Insurers and Financial Services Firms. Major players in the Insurance and Financial Services sectors place their confidence in ValueMomentum for their Digital, Data, Core, and IT Transformation projects. Our IT services are distinguished by a specialization in Property & Casualty (P/C) insurance, emphasizing agility and the pursuit of digital transformation. For us, specializing in P/C insurance encompasses not only proficiency in commonly utilized applications but also a comprehensive grasp of various P/C insurance lines, product offerings, actuarial frameworks, underwriting guidelines, rating methodologies, regulatory filings, forms, and the concerns of both agents and customers, alongside bureau data and third-party analytics. Furthermore, we enhance speed and facilitate digital transformation through a dedicated team of analysts, programmers, and testers who possess extensive experience in P/C insurance applications and business processes, ensuring that we meet the unique challenges and requirements of the insurance industry effectively. Our commitment to innovation and expertise drives us to continually improve the solutions we offer, helping our clients adapt to an ever-evolving landscape.

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.

An integrated solution that offers a comprehensive perspective on the property and casualty insurance lifecycle. Enhance efficiency and save valuable time with an advanced, rules-driven, multi-state underwriting module that automates the gathering of necessary information as well as the generation of quotes, endorsements, cancellations, audits, and renewals. Improve combined ratios by adopting a contemporary and efficient approach to the claims adjudication process, fostering both ease of use and collaboration. Boost new business opportunities by facilitating seamless information exchange with brokers, ensuring that data intake is streamlined and standardized while granting brokers round-the-clock access to essential information. Maintain control over what submissions your underwriters prioritize. Elevate customer satisfaction and retention rates by offering policyholders self-service capabilities for accessing policy details, submitting and reviewing claims, making online payments, and more. Ultimately, you have the flexibility to determine which portal features will deliver the optimal user experience for your clients, ensuring they receive the support they need.

Discover a robust SaaS platform designed to give you a distinct competitive advantage. Accelerate the delivery of customized products, enhance service efficiency, and optimize your business processes. This platform supports a digital-first approach that transforms how you connect and interact with customers, including consumers, producers, and agents, throughout every phase of the policy lifecycle. The Accenture Life Insurance & Annuity Platform (ALIP) has demonstrated its capability in assisting organizations to adapt to the rapid pace and flexibility required by today's market. We are at the forefront of this change, leveraging our expertise in innovation, research and development, cloud technologies, and continuous investments to empower carriers like you to achieve digital transformation and operational excellence that fosters customer satisfaction and profitability. With ALIP, you gain access to one of the most advanced, fully customizable, and feature-rich solutions available, ensuring that you stay ahead in a competitive landscape. Ultimately, this platform not only enhances operational efficiency but also paves the way for long-term growth and success in your business.

Our suite of ready-to-launch life, annuity, and final expense insurance products is comprehensive, featuring options with unit funds and diverse investment crediting rules. Additionally, we offer robust support for bulk file transactions alongside user-friendly portals for both plan administrators and participants to manage their needs. Within a mere six months, we have successfully transformed clients with intricate annuity offerings and facilitated seamless data migration. There's no necessity for cloud architects, specialized CI/CD knowledge, or extensive involvement from your IT personnel. Regular product launches and a solid return on investment empower you to concentrate on staying ahead of the competition through innovation. Furthermore, our modular approach to policy administration system implementation allows for the streamlined management of your agency, encompassing commissions, compensation, and claims, ensuring operational efficiency across all fronts. This holistic and agile strategy enables you to adapt quickly to market demands and enhances your overall service delivery.

USSI takes pride in showcasing its complete range of professional insurance software solutions, crafted as a comprehensive turnkey administration package. These all-inclusive software offerings are designed to guarantee that your insurance firm functions at peak performance in a rapidly evolving and competitive industry landscape. The InsurancePlus Individual Life and Health Administration software from USSI effectively oversees the management of business portfolios for both traditional and innovative Life and Health insurance providers. This solution accommodates various product lines such as Whole Life, Term Life, Interest Sensitive policies, Final Expense plans, Annuities, and Supplemental Health insurance. Additionally, USSI's InsurancePlus Group Life and Health Administration software efficiently manages portfolios for Group Health insurance companies, Self-Insured Funds, and Third-Party Administrators (TPAs), supporting a diverse range of plan options like Point of Service, Major Medical, Term Life, High Deductible, and Traditional Indemnity plans. With such a wide array of features, USSI ensures that its software solutions are versatile and adaptable to meet the unique needs of every client in the insurance sector.

Insurance Systems Inc. (ISI), established in 1997 by Terry Neilson, emerged from the recognition of a pressing need for contemporary IT solutions that could transform the operations and interactions of insurers with their policyholders and stakeholders. Based on this insight, ISI initiated the development and deployment of tailored software solutions specifically for Property & Casualty insurers. As our organization expanded and the insurance landscape progressed, the technological requirements of insurers also advanced significantly. To stay competitive, insurers sought sophisticated graphical user interfaces (GUI) that allowed for the integration of new products and business modifications through configuration rather than extensive software coding. In 2010, we launched ISI Enterprise, a comprehensive, end-to-end solution designed to be flexible, configurable, and scalable to accommodate all P&C insurers. Since that initial launch, our dedicated team of business analysts, architects, and quality assurance professionals has been actively engaged in the continuous design and implementation of innovative features within its advanced architecture, ensuring that it adapts to the dynamic demands of the marketplace. This ongoing commitment to enhancement reflects our understanding that the insurance industry is always evolving and that our solutions must evolve alongside it.

Adapt to evolving market needs by implementing a contemporary, rules-centric life insurance policy administration solution that encompasses new business underwriting, policy issuance, billing, collections, policy processing, and claims management for both Individual Life and Annuity as well as Group Insurance, all integrated into one platform. Transform your operations by streamlining policy processes to achieve sustained efficiency over time. With a rule-based life insurance policy management system, you can effortlessly adjust your scale while fostering a digital ecosystem that enhances the customer experience. Quickly design, oversee, and launch group insurance products with this highly adaptable, rules-driven policy administration tool. This singular platform for life insurance policy management caters to both individual and group needs, enabling the creation of hybrid products and fostering collaboration across different sectors of the business. By utilizing a modular solution that standardizes business rules, you can enhance agility, accelerate your time to market, and drive automation in processes, ultimately leading to reduced operational expenses. Embrace this innovative approach to ensure your insurance offerings remain competitive and responsive to changing demands in the marketplace.