Best Zywave CPQ Alternatives in 2026
Find the top alternatives to Zywave CPQ currently available. Compare ratings, reviews, pricing, and features of Zywave CPQ alternatives in 2026. Slashdot lists the best Zywave CPQ alternatives on the market that offer competing products that are similar to Zywave CPQ. Sort through Zywave CPQ alternatives below to make the best choice for your needs
-
1
Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.
-
2
tigerlab
tigerlab
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! -
3
Verity
VRC Insurance Systems
$150/user/ month 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. -
4
InsureCert
InsureCert Systems
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. -
5
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.
-
6
C2MS
Buckhill
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. -
7
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. -
8
Surefyre
Vertafore
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. -
9
Zywave Sales Cloud
Zywave
Optimize essential workflows to drive sustainable growth. Agencies require a structured approach to seek and secure new business while simultaneously offering exceptional service to retain existing clients. Equip your agency with cutting-edge technology to automate routine tasks, enabling you to provide outstanding value to both prospects and clients. By leveraging technology, you can stay ahead of qualified leads and maintain your current client base, enhancing your sales, renewals, and service processes. Transform the entire journey—from lead generation to contract renewals—by utilizing the innovative tools offered in the Zywave Sales Cloud. Elevate your competitive edge with our all-inclusive suite of resources designed to generate fresh leads, foster relationships with prospects and current clients, and optimize servicing workflows. This robust platform simplifies your entire sales approach, allowing you to identify and engage new leads effortlessly, manage communications seamlessly, and take charge of prospect meetings by presenting actionable insights. With these tools at your disposal, your agency can achieve remarkable efficiency and effectiveness in all areas of operation. -
10
InsuredMine
InsuredMine
$69per user per monthInsurance 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 -
11
mPACS
Mandon Software
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. -
12
Nexben
Nexben
Nexben's comprehensive benefits platform revolutionizes the marketplace experience by providing a streamlined, cloud-based solution. It uniquely links various stakeholders in the industry, including national carriers, independent agents, and businesses of all sizes, down to individuals and their families. By integrating the entire process from quoting and proposing to enrolling, managing, and billing, Nexben transforms the complicated world of benefits into a user-friendly marketplace. It is high time to eliminate the outdated, labor-intensive, and error-prone paper-based methods. With Nexben, the struggle is over, offering a singular platform that caters to everyone's needs. Users can easily and effectively communicate with agents, carriers, employers, and employees in real-time. Moreover, the platform allows for the effortless comparison of multiple carriers, making it simpler than ever for carriers to introduce their products into this innovative marketplace. This new approach not only enhances efficiency but also fosters greater accessibility for all participants. -
13
IQX Platform
Global IQX
Global IQX empowers employee benefits providers with advanced automation tools powered by artificial intelligence, allowing sales and underwriting teams to concentrate on their most effective work. As the company prepares to roll out additional AI and machine learning projects this year, it remains committed to enhancing its automation and predictive analytics features, ensuring alignment with the swiftly changing expectations of customers. Recognized as the premier provider of AI-enhanced employee benefits software, Global IQX stands out for its innovative sales and underwriting workbench, which offers adaptable components for various tasks such as quoting, rating, proposals, enrollment, and renewals across a wide range of benefit products. The platform is designed to be resilient and future-ready, serving as a cornerstone for digital transformation within the insurance sector. Through its comprehensive collection of agile AI tools, customizable modules, and microservices, Global IQX supports insurers across the globe in digitizing and streamlining processes related to new business acquisition and renewals for both employee and voluntary benefits, ultimately driving operational efficiency. As the insurance landscape continues to evolve, Global IQX is poised to lead the charge with innovative solutions tailored to meet emerging market demands. -
14
EZLynx
EZLynx
Every EZLynx product seamlessly connects with our comparative rater and agency management system, creating a unified platform for users. You have the option to bundle products for enhanced efficiency or to acquire them individually based on your agency's specific requirements. EZLynx offers cutting-edge insurance software designed to optimize your agency's operations. Whether you choose to bundle products for a productivity boost or select them separately, each one integrates with our comprehensive platform to effectively manage customer interactions throughout their entire life cycle. From instant home and auto quotes available on your insurance agency's website to integrated email marketing solutions, EZLynx has everything you need. The cloud-based infrastructure empowers agents to enhance both client acquisition and service through every stage of the client relationship. You can conveniently access all your customers' quotes, policies, and documents in one centralized location. By utilizing EZLynx, agencies can experience a significant transformation in their operational efficiency and customer satisfaction. -
15
i-underwrite
Intelligent Life Technologies Limited
I-underwrite delivers world class auto-underwriting. We offer a complete set of software modules that can be used to deliver an end-to-end, online insurance sales process. This includes needs analysis and quote, digital signature, auto-underwriting and up-sell or cross-sell, offer and acceptance, payment processing and reporting. Auto-underwriting software Our auto-underwriting rules engine is the foundation of our digital insurance software. It is easy to quickly and easily configure underwriting rules to auto-decision life and critical illness, disability, income protection, and medical products to meet any insurer's specific needs. The rules engine can be used as a'self-contained module' that can be integrated into an insurance's hosted environment, or as a Software – as a Service model. You can access the i-underwrite U/W engine via any electronic distribution system. -
16
eHealthApp
eHealthApp
eHealthApp allows brokers and consultants to stand out by efficiently collecting health information. The broker can use the collected information to obtain health underwritten quotations and allow the broker to analyze it to determine the best fit for their group clients. TPA's, GA and Carriers can sponsor eHealthApp brokers in a way that does not hurt the competition, increases underwriting accuracy and makes products more widely accessible. Contact us today to request a demo and learn more about eHealthApp. -
17
InsuraSphere
IDP
InsuraSphere offers a comprehensive range of products and services that adapt to the growth of your business. Specifically tailored by industry professionals for insurance practitioners, this all-in-one solution allows you to monitor critical business information such as policies, quotes, claims, and agents seamlessly in one centralized location. Enhance your operational efficiency with InsuraSphere’s cohesive policy form management system, facilitating streamlined processes. With dedicated portals for agents and insured parties, stakeholders can easily access the necessary information and workflows. Agents are empowered to rate, quote, and issue their own policies in accordance with your company's business rules and role-specific permissions. You can also modify your company workflows by incorporating third-party integrations, ensuring that InsuraSphere meets the dynamic demands of both carriers and agents. Whether you're launching a new venture, transitioning from an outdated system, or seeking to consolidate your policy administration into a singular platform, InsuraSphere is built to evolve alongside your business growth while providing unmatched support and flexibility. This commitment to adaptability ensures that as your business landscape changes, InsuraSphere remains a reliable partner in your success. -
18
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. -
19
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. -
20
Zywave Analytics Cloud
Zywave
Act as a strategic consultant for your clients by assisting them in assessing their claims, workers’ compensation losses, health plans, and more through the resources offered in the Zywave Analytics Cloud. Demonstrate your commitment to the success of every partner, not just your most prominent clients, by showcasing your agency's analytical strengths and providing tailored, cost-effective recommendations using advanced reporting and analytics tools. Uncover concealed healthcare expenses, simulate possible modifications to plan designs, and present targeted cost-saving strategies with the robust features found in Decision Master Warehouse + PlanAdvisor. Illuminate the effects of the mod to your prospects and clients, pinpointing cost drivers and trends through the intricate analytics offered by ModMaster. Utilize the user-friendly reports in RALLE Warehouse to identify the underlying causes of auto, property, workers’ compensation, and general liability claims. By leveraging these comprehensive tools, you can foster deeper relationships with clients, ensuring they recognize the value you bring to their business. -
21
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. -
22
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. -
23
FormFire
FormFire
$399 per monthFor employers, reducing the time spent on managing their group benefits allows them to dedicate more focus on their most valuable asset – their people. With FormFire, quoting, selling, and maintaining small groups becomes a seamless experience, eliminating the need for cumbersome paperwork and various platforms. The platform streamlines the management of group benefits, making it not only more efficient but also appealing for smaller organizations. Additionally, FormFire simplifies the collection of employee data, enabling brokers to enhance client acquisition and retention. At the time of renewal, employers can effortlessly quote every available plan, including both ACA and medically underwritten options, all without any paper exchanges. With guidance from a reliable broker, employers are empowered to select the optimal plans to offer in a digital marketplace, which may range from major medical coverage to pet insurance. Employees also benefit by being able to select their plans online, allowing them to easily compare options and pricing in real-time, thereby enhancing their overall experience. This innovative approach ensures that both employers and employees are equipped to make informed decisions that best suit their needs. -
24
Benelinx
Benelinx
Benelinx is a cloud-based platform tailored for insurance brokers specializing in employee benefits, enabling them to oversee sales, client interactions, and policy management within a cohesive digital framework. Leveraging the capabilities of Salesforce, it merges customer relationship management, automated workflows, and insurance-specific data handling into one comprehensive system that facilitates the complete process of employee benefits services, from initial prospecting and quoting to policy oversight and renewal. By replacing disjointed tools and tedious manual methods, Benelinx enhances agency efficiency through integrated workflows that reduce duplicate data entry and consolidate information across various teams. The platform features a built-in quoting engine, a customizable library for market plans, and an automated document generation tool, empowering brokers to transition swiftly from quotes to proposals and finalized sales, significantly outperforming conventional manual methods. This innovative approach not only accelerates the workflow but also improves accuracy and client satisfaction throughout the entire process. -
25
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.
-
26
ISI Enterprise
Insurance Systems
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. -
27
Zywave’s perspective on technology is more ambitious and expansive than ever before. Discover insights from our CEO, Jason Liu, regarding our latest acquisition and how Zywave is at the forefront of innovation in the insurance industry, aimed at enhancing your operational efficiency and improving profitability. Learn how our advanced technology can free up your time, enabling you to prioritize what truly matters – providing exceptional advice to your clients. By leveraging our sales management and client delivery tools, along with our unmatched content resources, you can create a remarkable experience for your customers. Step away from conventional practices as a benefits broker. Whether your needs lie in healthcare analytics, compliance, content creation, or human resources, we offer the solutions necessary to solidify your role as a reliable advisor. Transform into an essential consultant for your clients by utilizing our risk management, modification analysis, compliance, and content offerings to deliver strategic insights and distinguish your agency in a competitive market. By harnessing our resources effectively, you can elevate your service level and strengthen your position as a trusted partner in the industry.
-
28
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. -
29
QuoteClick
QuoteClick.com
$19 per monthQuoteClick.com offers a comprehensive online platform for obtaining quotes on dental insurance plans for individuals and families across all 50 states. This innovative insurance rating software streamlines the processes of rating management and policy underwriting for both agencies and companies in the insurance sector. With nearly seamless website integration, clients can access online rating features directly and conveniently. We also provide a dedicated agent link for your site, directing customers to a user-friendly landing page where they can input their zip code. The resulting dental plan options are organized from the lowest to highest monthly premiums, allowing clients to easily compare choices. After selecting a plan, clients can review the associated dental services and complete an online application. The application process is further enhanced as we either auto-populate the necessary fields or directly upload the order to the dental plan provider using your agent code. This efficient system not only facilitates a smoother experience for clients but also helps agents manage their business more effectively. -
30
Agency Office
Agency Office
A cloud-based platform guarantees that you can avoid the hassle of purchasing and managing servers in your workplace. Agency Office hosts all its applications and websites from a top-tier data center located in the UK, utilizing a robust array of servers that operate on a virtualized infrastructure. These servers are designed with a load-balanced and highly resilient architecture, featuring automated failovers, real-time backups, consistent off-site backups, and redundant hardware systems. The software is tailored for business transfer agents and commercial property agents. Agency Office offers cloud-hosted customer relationship management (CRM) software and leading responsive websites specifically for commercial property and business transfer agents. With cloud-based solutions, you can rest assured that server management is no longer a concern for your offices. Our design follows best practices for menu and screen layouts, ensuring a user-friendly experience through commonality in interface design. By leveraging these advanced technologies, we enhance operational efficiency and provide peace of mind for our clients. -
31
Go-Insur
Pancentric Digital
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. -
32
EZ-Audit
InsuraTek
EZ-Audit serves as a high-end audit application utilized by numerous auditors across many of the globe's largest insurance firms, while also being adopted by smaller fee companies. The software's adaptability allows it to meet the varying requirements of organizations of all sizes. Particularly beneficial for novice auditors, EZ-Audit organizes all essential audit data entry screens in a straightforward, sequential manner. Additionally, it possesses the robust capabilities required for conducting extensive audits involving multiple entities, states, locations, and auditors, offering immediate access to any relevant audit information. InsuraTek, LLC stands out as a premier developer of software tailored for the insurance sector, leveraging cutting-edge Microsoft technologies, including Visual Studio 2019, and ensuring support for SQL Server versions ranging from 2005 to 2019 to meet client needs. Since its inception in 1984, when it launched the first premium audit application designed for portable computers, the company has continuously delivered outstanding software solutions for the insurance industry. This commitment to innovation and quality has solidified InsuraTek's reputation as a trusted partner for insurance professionals. -
33
LifePipe
iPipeline
Gain effortless access to product offerings, pricing, and underwriting criteria, which facilitates the provision of rated quotes and enhances placement ratios. Achieve precise quote accuracy by utilizing the unique underwriting guidelines provided by carriers. Begin the process by entering fundamental information along with up to three impairments to quickly obtain quotes from leading carriers. Streamline the application process by pre-filling carrier drop tickets and electronic applications, ensuring a fluid transition from quoting to applying while minimizing data entry mistakes. You have the option to white label your web quote engine or design a personalized site through our quote API, allowing for a tailored user experience. This approach not only improves efficiency but also ensures that you can meet the expectations of your clients from the very beginning. Entering basic data upfront allows for a more accurate and quicker response from top carriers, enhancing your overall service delivery. -
34
PL Rating
Vertafore
Accelerate your business growth by leveraging the top-rated real-time comparative rater for personal lines. Effortlessly compare immediate quotes from various carriers all at once and in one convenient location. PL Rating stands out as the premier comparative rater, seamlessly linked to over 300 insurance providers across 48 states and Washington D.C. In contrast to the time-consuming process that captive agencies and direct writers face to deliver a single quote, you can offer numerous rates and coverage alternatives to your clients in a fraction of that time. Optimize your efficiency: With a robust network of over 300 real-time carrier connections, agents can generate accurate quotes from multiple carriers faster than it takes to obtain a single quote from a carrier's website. Boost your income: PL Rating provides options for package, flood, and Consumer Rate Quotes, all of which can contribute to increased revenue streams. Moreover, with quicker closing times, your ability to retain customers is enhanced. Streamline your data entry process: Instead of subjecting your clients to a barrage of questions, PL Rating assists in verifying the information related to your customers, making the process smoother and more efficient. This integration ultimately results in a more satisfying experience for your clients while elevating your agency's productivity. -
35
AGO Insurance Software
AGO Insurance Software
AGO Insurance Software, Inc. stands out as a prominent provider of software and services tailored for property and casualty insurance companies, delivering reliable and economical business solutions suitable for insurers regardless of their scale. Our offerings encompass a range of solutions, including those for policy administration, claims handling, accounting, bureau reporting, and expert systems. With our software, you can enhance operational efficiency, boost productivity, and increase overall profitability. The modular design of our system allows for installation as either a fully integrated solution or as individual modules that can be licensed separately. This versatility enables seamless integration with current legacy systems or third-party applications, ensuring that our clients can adapt and thrive in a dynamic industry landscape. Ultimately, our commitment to innovation positions us as a valuable partner for insurance firms aiming to optimize their processes. -
36
IBQ Commercial Comparative Rater
IBQ Systems
$150 per monthSimplifying commercial comparative rating has never been easier. Input your data just once in a single location, eliminating the hassle of navigating through various carrier websites for quotes. Say goodbye to the tedious task of reentering the same information into different carrier systems, which will enhance accuracy and minimize the chances of mistakes. Present quotes from various carriers to ensure your clients receive the best choices available, or allow them to generate quotes themselves directly from your website. You can easily export customer information into IBQ for remarketing purposes or obtain quotes in IBQ to transfer to your agency management system, all at no additional cost. There’s no requirement to search for class codes for each carrier, thanks to our user-friendly lookup feature that ensures you always select the correct class for every quote. Access the most sought-after commercial lines quickly and effortlessly from one central hub. IBQ empowers agencies nationwide with state-of-the-art insurance technology, and our mission is to equip independent agents with robust tools to thrive in today's dynamic marketplace while enhancing their competitiveness. This commitment to supporting agents reflects our belief in fostering innovation and efficiency within the insurance industry. -
37
TurboRater
Insurance Technologies
$70 per monthThe most significant advantage you can provide to your clients is the ability to identify the necessary coverage at the most competitive price through a thorough analysis of various insurance carriers. TurboRater simplifies this process, allowing you to deliver this analysis in mere seconds upon the client's request. By inputting the quote information into TurboRater, you activate built-in underwriting rules automatically, which generates multiple, precise quotes without delay. Instead of wasting valuable time entering quote data across different carrier websites, you can minimize the chances of data entry mistakes. Reducing the quoting time for policies gives your producers and customer service representatives additional opportunities to concentrate on acquiring new clients and retaining existing ones. Utilizing TurboRater's comparative rater can significantly boost your agency's income while enhancing client satisfaction. Furthermore, the convenience of making a single data entry cuts down on errors and streamlines employee training and onboarding processes. There’s no valid reason for obtaining a quote to take longer than four seconds, so empower your clients to secure the optimal balance of coverage and cost in under that time frame. This efficiency not only benefits your clients but also strengthens the overall performance of your agency. -
38
AUSIS – Comprehensive Behavioral Underwriting AUSIS empowers insurance companies to conduct thorough underwriting, scoring, and decision-making instantly. By utilizing AUSIS, businesses can experience significant decreases in costs, time, risk, and fraud while simultaneously boosting efficiency and decision-making capabilities through alternative scoring methods and additional features. Furthermore, AUSIS enhances the straight-through processing (STP) rate from non-straight-through processing (NSTP) and allows for non-invasive health data collection from various sources, including air quality index (AQI), geographical location, mortality statistics, social factors, images, videos, health monitoring devices, weather conditions, sanitation levels, and more. With AUSIS, insurance firms can achieve as much as a 40% reduction in the costs associated with issuing each policy. This innovative solution not only streamlines the underwriting process but also provides valuable insights that can lead to better risk assessment and management.
-
39
Csmart CPQ
Covalense Digital Solutions
Csmart CPQ is an advanced, cloud-based configure-price-quote solution enhanced by artificial intelligence, specifically designed for the telecommunications sector and complex enterprises. This innovative tool enables sales teams, partners, and clients to effortlessly configure sophisticated products, utilize flexible pricing strategies and discounts, and produce precise, professional quotes in just minutes. Featuring an intuitive user interface, real-time margin oversight, low-code workflows, and smooth integration with CRM and BSS systems, it guarantees impeccable configurations, shortens sales cycles, and improves quoting productivity. Among its key advantages are guided product bundling, streamlined approval processes, contract-ready quote generation, and AI-driven suggestions, all aimed at improving accuracy, compliance, and conversion rates. Whether dealing with connectivity plans, bundled services, or offerings across multiple regions, Csmart CPQ revolutionizes the quoting process into an efficient, trustworthy, and revenue-boosting endeavor. Additionally, its robust features provide a competitive edge in today’s fast-paced market, making it an indispensable tool for any sales organization. -
40
InsurancePlus Software Series
United Systems and Software
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. -
41
BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; no hardware or servers to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your carrier partners. BindHQ’s open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments and premium finance companies, or compliance tools making frictionless transacting a reality.
-
42
QuoteRush
QuoteRush
$99 per monthQuoteRUSH was designed by insurance experts specifically for their peers and is transforming the insurance landscape. Our platform serves as an intuitive rating tool that allows users to efficiently quote all their insurance providers from a unified entry point. This innovative rating technology provides real-time rates with complete accuracy, as it operates directly on the websites of the carriers, eliminating any assumptions or errors in translation, ensuring the rate is calculated precisely as the carrier intends. This groundbreaking software is changing the workflow and decision-making processes involved in the quote-bind-policy cycle. Additionally, we seamlessly integrate with all lead vendors and various agency/lead management systems. As the fastest comparative rating software for homeowners insurance available, QuoteRUSH prioritizes current, accurate data, steering clear of complicated algorithms and speculative predictions about the future; we focus solely on real-time rates sourced directly from the insurance carriers. Our commitment to clarity and precision sets us apart in an industry that often relies on outdated methods. -
43
Compulife
Compulife Software
$180 per user per yearAn all-encompassing quoting platform enables agents to efficiently and accurately provide life insurance coverage estimates for their clients. It features rates from more than 100 life insurance providers, allowing quotes for various products including Term, Return of Premium, Simplified Issue, and Guaranteed UL. You can seamlessly incorporate instant life insurance quotes into your website. The Website Quoter integrates smoothly with your existing site and is designed to automatically adjust to any screen size, ensuring it displays beautifully on all devices. Additionally, you have the flexibility to choose which life insurance companies you wish to include in your quotes and designate the email address for lead submissions. The Compulife Basic Quoter is accessible on any internet-connected device, whether it's a computer, tablet, or smartphone. Its fully responsive design allows for usage on diverse platforms such as PCs, Macs, iOS, and Android devices, making it a versatile tool for agents on the go. This adaptability ensures that agents can efficiently assist clients from virtually anywhere. -
44
Oracle CPQ
Oracle
Oracle's Configure, Price, Quote (CPQ) system assists clients in a systematic approach to submitting a precisely configured and comprehensive purchase order. After the customer inputs the correct configuration, the CPQ system generates a pricing quote that encompasses all applicable discounts, terms, and conditions tailored specifically for that client. Should the customer agree to the quote, it is transformed into an official order. This solution enhances the accuracy of orders, reduces the duration of sales processes, and minimizes operational expenses. Notably, it stands out as the sole CPQ solution on the market specifically engineered to link the front office with the back office seamlessly. Additionally, its user-friendly interface ensures that clients can navigate the ordering process with ease. -
45
TopSail
Insurance Technology Solutions
In today's fast-paced business landscape, the need for user-friendly and efficient processes is paramount. Our Web-enabled Rate, Quote, and Issue solutions are designed to be both adaptable and scalable, ensuring they can handle the demands of even the most high-volume scenarios. Featuring a versatile Workflow Framework, we can customize solutions for both internal and external use according to your specific requirements. This allows MGAs, MGUs, and Carriers to present their offerings in a secure and controlled manner. From the fundamental aspects of rate quoting to comprehensive forms management, policy issuance, and endorsement processing, TopSail aims to transform your underwriting portal into the most convenient platform for conducting business. Additionally, TopSail includes advanced email notifications and alerts, automated renewal processing, and compatibility with any necessary back-end systems. Once the submission and underwriting phases are finalized, users benefit from a wealth of data, which is essential for generating crucial Management Information to maintain a competitive edge in the marketplace. This holistic approach not only streamlines operations but also enhances overall business intelligence.