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description: Discover the best Commercial Insurance Software in New Zealand. Compare top Commercial Insurance Software tools with customer reviews, pricing and free demos.
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title: Best Commercial Insurance Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Commercial Insurance Software

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## Products

1. [Creatio CRM](https://www.softwareadvice.co.nz/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews) — Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sa...
2. [Jenesis Software](https://www.softwareadvice.co.nz/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews) — Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various...
3. [ePayPolicy](https://www.softwareadvice.co.nz/software/108153/epaypolicy) — 4.9/5 (247 reviews) — ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card a...
4. [NowCerts](https://www.softwareadvice.co.nz/software/64793/nowcerts) — 4.8/5 (150 reviews) — NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities includ...
5. [A1 Tracker](https://www.softwareadvice.co.nz/software/76056/a1-tracker) — 4.9/5 (79 reviews) — A1 Tracker Contract Management Software is a cloud-based contract management \& lifecycle platform. A1 Tracker's f...
6. [EZLynx](https://www.softwareadvice.co.nz/software/74031/ezlynx) — 3.7/5 (73 reviews) — EZLynx provides innovative insurance software that streamlines an agency’s workflow and manages the end-to-end policy...
7. [Sembley](https://www.softwareadvice.co.nz/software/450093/Sembley) — 5.0/5 (40 reviews) — Sembley redefines the insurance submissions and renewals landscape for commercial property and casualty (P\&C) ins...
8. [Macaw](https://www.softwareadvice.co.nz/software/266247/macaw) — 3.6/5 (22 reviews) — Functionality Macaw AMS is a cloud-hosted Insurance Agency Management platform that supports end to end functions of ...
9. [Surefyre](https://www.softwareadvice.co.nz/software/53433/surefyre) — 4.6/5 (17 reviews) — Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents....
10. [Guidewire](https://www.softwareadvice.co.nz/software/136054/insurancesuite) — 3.1/5 (16 reviews) — InsuranceSuite is an insurance management solution that helps agencies streamline operations and manage claims, bills...
11. [Velocity](https://www.softwareadvice.co.nz/software/43332/velocity) — 4.1/5 (15 reviews) — Velocity is a cloud-based agency management system for property and casualty insurance carriers. It helps users handl...
12. [FileHandler Enterprise](https://www.softwareadvice.co.nz/software/135514/filehandler-enterprise) — 4.7/5 (14 reviews) — FileHandler Enterprise is a claims administration software designed to help public entities, third-party administrato...
13. [Better Agency](https://www.softwareadvice.co.nz/software/183037/better-agency) — 4.0/5 (13 reviews) — Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, camp...
14. [BindHQ](https://www.softwareadvice.co.nz/software/64789/bindhq) — 4.3/5 (12 reviews) — BindHQ is a cloud-based insurance solution designed for specialty insurance distribution. The solution is built to se...
15. [AgentCubed](https://www.softwareadvice.co.nz/software/124696/agentcubed) — 4.4/5 (10 reviews) — AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users aut...
16. [SmartIQ](https://www.softwareadvice.co.nz/software/137749/intelledox) — 4.7/5 (10 reviews) — Intelledox is a low-code, cloud-based content and workflow automation (WCA) solution designed to transform B2C operat...
17. [tigerlab](https://www.softwareadvice.co.nz/software/60659/i2go) — 4.9/5 (10 reviews) — tigerlab is a global insurance technology provider and the creator of the tiger Insurance Suite. The company delivers...
18. [Cooper Rose Digital Full Suite](https://www.softwareadvice.co.nz/software/118044/cooper-rose-digital) — 4.7/5 (10 reviews) — Cooper Rose Digital is a suite of modules such as product distribution, policy management, rating engine, documentati...
19. [Agency Master](https://www.softwareadvice.co.nz/software/64733/agency-master) — 5.0/5 (6 reviews) — Agency Master is an insurance agency management solution that helps businesses manage insurance claims for trucking a...
20. [SiegeAOS](https://www.softwareadvice.co.nz/software/240524/siegeams) — 5.0/5 (6 reviews) — SiegeAMS is a cloud-based solution that helps insurance agencies handle and streamline reporting, document management...
21. [Pathway Insurance Software](https://www.softwareadvice.co.nz/software/205468/pathway-insurance-software) — 5.0/5 (6 reviews) — Pathway is a cloud-based automated insurance communication platform, which helps manage and streamline client-facing ...
22. [Nexsure Insurance Platform](https://www.softwareadvice.co.nz/software/74430/nexsure-agency-management) — 4.6/5 (5 reviews) — Nexsure Agency Management is cloud and mobile-based agent management solution, which helps manage, improve and accele...
23. [MyHealthily](https://www.softwareadvice.co.nz/software/352975/myhealthily) — 5.0/5 (4 reviews) — MyHealthily's technology supports insured and medically underwritten plans from 130+ carriers in all 50 states\! Havin...
24. [DecisionRules.io](https://www.softwareadvice.co.nz/software/383250/decisiongrid-io) — 4.8/5 (4 reviews) — DecisionRules is a type of rules engine solution designed to help businesses automate complex decision-making process...
25. [BriteCore](https://www.softwareadvice.co.nz/software/128209/britecore) — 4.3/5 (3 reviews) — BriteCore provides P\&C insurers with a cloud-native core insurance platform designed to drive business growth, en...

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## Related Categories

- [Insurance Policy Software](https://www.softwareadvice.co.nz/directory/3320/policy/software)
- [Insurance Agency Software](https://www.softwareadvice.co.nz/directory/4506/insurance/software)
- [Insurance Rating Software](https://www.softwareadvice.co.nz/directory/3377/insurance-rating/software)
- [P\&C Insurance Software](https://www.softwareadvice.co.nz/directory/4290/p%26c-insurance/software)
- [Claims Processing Software](https://www.softwareadvice.co.nz/directory/4761/claims-processing-software/software)

## Links

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| Locale | URL |
| de | <https://www.softwareadvice.de/directory/4760/commercial-insurance-software/software> |
| en | <https://www.softwareadvice.com/category/4760-commercial-insurance/> |
| en-AU | <https://www.softwareadvice.com.au/directory/4760/commercial-insurance-software/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/4760/commercial-insurance-software/software> |
| en-IE | <https://www.softwareadvice.ie/directory/4760/commercial-insurance-software/software> |
| en-NZ | <https://www.softwareadvice.co.nz/directory/4760/commercial-insurance-software/software> |
| fr | <https://www.softwareadvice.fr/directory/4760/commercial-insurance-software/software> |

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Jenesis offers a robust agency management system with a wide array of features tailored to streamline workflows, enhance client relationships, and boost productivity. From policy management and quoting to customer relationship management (CRM) and reporting, Jenesis provides a centralized hub for all essential agency functions. Its intuitive interface and customizable workflows enable users to tailor the system to their specific requirements, enhancing efficiency and productivity. Jenesis' Web-based system offers flexibility allowing agents to work remotely, collaborate seamlessly, and provide superior service to clients on the go. 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Managing general agents (MGAs) can use the batch processing functionality to send electronic commissions and refund checks to agents and partners. \n\nePayPolicy offers an API, which lets businesses integrate the system with several third-party platforms such as FinancePro, Veruna, Jetfile, Novidea, QQCatalyst, Sagitta, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a8372b2d-4dcd-49f8-b3d1-a3e8e6debfb3.png","url":"https://www.softwareadvice.co.nz/software/108153/epaypolicy","@type":"ListItem"},{"name":"NowCerts","position":4,"description":"NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities include commission tracking, task management, claims management, reporting, self-service certificates, reminders, calendars, dashboards and e-signature.\n\n\nUsers can create projects, assign tasks and track project progress. Acord forms are available in various formats which can be edited, signed, e-mailed, faxed and saved. The solution enables users to create invoices, make payments and issue receipts. Additionally, users can receive automated reminders as their renewal date approaches.  \n\n\nThe solution lets users track agency and agent commissions, agency fees and carrier fees. Also, users are able to issue their own certificates. NowCerts integrates with multiple applications such as Google Drive, Gmail, QuickBooks, SignNow, Zapier and Twilio.\n\n\nNowCerts is priced on a per month per agency subscription basis, and support is provided via an online helpdesk, email, live chat and over the phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1eb521ab-ffcd-42fb-8614-ccba44e4e834.jpeg","url":"https://www.softwareadvice.co.nz/software/64793/nowcerts","@type":"ListItem"},{"name":"A1 Tracker","position":5,"description":"A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform.\n\n\nA1 Tracker's features include contract approval workflow, documents, vendors, audits, reminder notifications, templates, certificates of insurance, and more. The platform enables users to track contracts of any type, including NDA, buy-side (vendor agreements), and sell-side contracts (sales agreements). Additionally, contract dashboards & forms allow users to run analytical reports, batch update renewals, import & export data, and prioritize activity. The portal gives limited access for users to submit updates or documents.\n\n\nBoth on-site and cloud-hosted options available with SSL, VPN, & data encryption security features. A1 Tracker can integrate with CRM, manufacturing, and ERP software. Pricing is available on request. Professional training is provided. Support is available via email, phone, and online help.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/861f65a4-1a65-4cd4-92bd-dea7ba2e4fe0.jpeg","url":"https://www.softwareadvice.co.nz/software/76056/a1-tracker","@type":"ListItem"},{"name":"EZLynx","position":6,"description":"EZLynx provides innovative insurance software that streamlines an agency’s workflow and manages the end-to-end policy lifecycle. Integrated into one platform, EZLynx Management System is designed to meet the unique needs of businesses in an easy-to-use interface that takes care of doing the work for you. \n\nFrom real-time home and auto quoting on insurance agency website to email marketing, pipeline management, reporting, AI, and more, EZLynx has the integrated solution for users. It offers:\nEZLynx Rating Engine is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler.\n\nEZLynx Management System leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily policy downloads. EZLynx is a complete agency management solution, with all the tools you need to sell, service and grow your business. A single platform means your agency won’t be slowed down by disparate systems our multiple software vendors. Having all your agency’s data on a single platform makes every aspect of that data more visible, intelligent, actionable, and profitable. One, single system means no more duplicate entries, interrupted workflows, or bridging data between separate systems. Because you have a single view of the customer, you always have the most accurate and complete picture up on the screen.\n\nEZLynx Client Center provides mobile-ready online customer self-service. Clients are satisfied immediately with 24/7 remote access to their policies, change requests, ID Cards, claims and more.\n\nEZLynx Automation Center: Automating processes represents a significant benefit in time savings to agencies - meaning they are not paying employees to do work that their management system can and should do for them. EZLynx anticipates and suggests what to do next, and will even automate these steps for your agency. Get more done in less time by automating sales, retention, servicing and client engagement across your entire agency. EZLynx Automation Center comes equipped with recommended workflow templates to help your agency realize the benefits of the tool immediately. These templates were built with the most common and time-saving agency use cases in mind.\n\nThe expectations of today’s insurance shoppers are rooted in their online consumer experiences, across all industries. EZLynx solutions like EZLynx Virtual Agent, online customer self-service, and timely automated customer communication help your agency meet these new demands. Policy Compare provides a side-by-side comparison of the expiring and renewing policies, so you can quickly and meaningfully understand the difference in premium. Being able to better advise your clients at renewal time reinforces the trusted advisor relationship, which is all too important for the independent insurance industry. Carrier eDocs and Messaging workflows help agencies expand and strengthen the relationship between insureds, agents and insurers. The EZLynx Connect Marketplace provides development-free connectivity to third-party vendor solutions, advancing your agency immediately in targeted ways. Benefit from turnkey access to industry-leading integrations and cross-selling opportunities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/691cad9f-de32-456e-aebe-543f411fa701.png","url":"https://www.softwareadvice.co.nz/software/74031/ezlynx","@type":"ListItem"},{"name":"Sembley","position":7,"description":"Sembley redefines the insurance submissions and renewals landscape for commercial property and casualty (P&C) insurance brokers and agencies through its cloud-based technology.\n\nThe platform’s advanced yet intuitive interface simplifies the entire client data collection process. By using customizable, shareable intakes, Sembley gathers essential information for any set of ACORD forms, automatically transferring the data to create precise and complete applications. This method boosts operational efficiency, reduces manual errors, and saves valuable time for both agents and clients.\n\nWhether you’re focused on onboarding new clients or processing renewals, Sembley is engineered to optimize your workflow, elevate client experiences, and drive sustainable growth for your insurance business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/596ef0e9-8d17-44e4-8684-82042426e48d.jpeg","url":"https://www.softwareadvice.co.nz/software/450093/Sembley","@type":"ListItem"},{"name":"Macaw","position":8,"description":"Functionality\n\nMacaw AMS is a cloud-hosted Insurance Agency Management platform that supports end to end functions of Brokers, MGAs & Lloyds Coverholders. Both Retail and Wholesale Broking can be supported with Macaw AMS. \n\nMacaw AMS has an in-built CRM. \n\nIt supports New Business and Renewals comprehensively. \n\nHighly complex Rating and Underwriting logic can be embedded. \n\nIt supports Claims Intimation and Tracking. \n\nIt comes with a detailed Billing and Payables component that caters to Carrier Extracts as well. \n\nThe system has built-in Document Management System, Rules and Workflow components, and an engine to report, visualize and analyze operational data. \nIntegrations are available with OFAC checker, Payment Gateway, eSign, email marketing. \n\nMacaw AMS enables the Customers, Producers as well as Carrier Partners to self serve with the help of the specialized portals.\n\nFollowing are some of the business benefits of using Macaw AMS\n\n1.\tImprove efficiency with Single Customer View\n\nThis MGA had a portfolio of high-volume and low ticket-size Policies. At renewal, they were used to get a lot of calls that required attention of the customer support team. As a result, a lot of effort was needed to maintain a good renewal ratio.\n\nThe customer support team resolved the issue using the single customer view facility of Macaw. This facility enabled the team to get all the data relevant for the customer at one place including the opportunities, quotations, policies, claims, service requests and contact details with a view of the consolidated portfolio. \n\n2.\tImprove Renewals Ratio with automated campaign\n\nOne of our Customers had a policy portfolio that was distributed across customer segments and different lines of insurance. Due to heavy competition from aggregators as well as other carriers / brokers, they had to depend heavily on the outgoing calls at the time of renewal and spent a lot of time and effort in the process.\n\nWith Macaw’s automated renewal process, they could identify the renewals well in advance between 90 and 180 days, they could categorize the renewals into low-touch and manual, they could adopt different channels across the segments (fully digital workflow for the low-touch segment and auto-allocation to customer service agents for manual segment), they could organize drip campaigns by email and sms, and could reduce effort involved by automatic issuance of policies. The renewal ratio could be improved and customer service team was spending less effort.\n\n3.\tImprove accuracy with in-built underwriting and rating engines\n\nOne of our Customers, an MGA, had a complex set of products for which the underwriting and rating was manual due to the inherent complexity. This had two implications, key persons were needed to work the quotations and it was very difficult to maintain uniform criteria.\n\nWith Macaw’s automated underwriting, rating and surplus lines tax and fees components, the MGA could deliver automated underwriting and rating for all its products, resulting in a significant reduction of time to produce a quote.\n\n4.\tImprove efficiency using integrated invoicing and statement of accounts\n\nIt takes a lot of effort to execute accounting activities separately from the Agency Management System, possibly through usage of spreadsheets. \n\nWith Macaw, where the invoicing and commissions processes are fully automated and integrated with the policy management functions, the MGA could achieve the same objectives with lower time and effort.\n\n5.\tVisualize, assess and report on accumulated information from ops \n\nOne of our Customers, an MGA, had a process of extracting data / reports from the system, and was manually analysing the same for reporting the business results. This was a significantly complex process requiring significant time. \n\nWith Macaw’s Explorer facility, which provides the ability to consolidate operational data, to automate reporting and to create visualizations, the MGA could significantly improve.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/94f7c977-d542-44da-b87d-d32161c8504b.png","url":"https://www.softwareadvice.co.nz/software/266247/macaw","@type":"ListItem"},{"name":"Surefyre","position":9,"description":"Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers, including property, casualty, life and health care insurance providers.\n\n\nKey features include a customer information system, commission tracking, document generation, task assignment and multichannel communication. The document generation feature pulls data from the existing customer information database and helps agents prepare and send accords, new proposals and invoices.\n\n\nThe built-in progress dashboard enables agents to track their monthly progress and keep track of deals closed and commission generated. It's also able to track commission generated by third-party agents and carriers. The automatic workflow engine guides agents through various steps of completing policy - from submitting documents to communicating policy details to clients.\n\n\nSurefyre is available on per user per month subscription that includes support via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f9f53acc-a1e8-42d4-af89-bd31f697eeba.png","url":"https://www.softwareadvice.co.nz/software/53433/surefyre","@type":"ListItem"},{"name":"Guidewire","position":10,"description":"InsuranceSuite is an insurance management solution that helps agencies streamline operations and manage claims, bills and receivables, as well as underwriting and policy administration. The solution can be deployed in the cloud and on-premise. Further, the platform offers private, public and hybrid cloud deployments on cloud platforms that include Amazon Web Services and Microsoft Azure.\n\n\nInsuranceSuite helps companies organize cross-department processes, reduce costs, enable collaboration between teams and track performance. InsuranceSuite’s claims management feature enables insurers to reduce manual workloads by automating tasks that include data entry, fees processing and reminders.\n\n\nGartner recognized Guidewire as a leader in its 2016 Magic Quadrant report on Property and Casualty Claims Management. InsuranceSuite integrates with third-party applications that include DocuSign, Hubio, Polonious, CoreLogic and LexisNexis. Support is provided through email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d8a8e188-d07f-4d30-8340-dd227c736d79.png","url":"https://www.softwareadvice.co.nz/software/136054/insurancesuite","@type":"ListItem"},{"name":"Velocity","position":11,"description":"Velocity is a cloud-based agency management system for property and casualty insurance carriers. It helps users handle the needs of general agents, program administrators, wholesalers, carriers, reinsurers and retailers. The core features include mass solicitation and renewals, claims management, HTML templates, automated workflow scripts and fiduciary accounting.\n\n\nThe carrier bundle is a package that can be added to the agency management system for rating and issuance functionality. It provides automation and processing capabilities for the creation of new policies, renewals and mid-term endorsements. The carrier bundle also includes a claims management module where claims are paid and administered.\n\n\nVelocity provides macro-coding tools that execute client defined internal and external processing tasks. Users can also internally create their own tasks like workflow invocations, rules-based underwriting and application validations and qualifications. The scripting engine allows the system to talk to other computers on the internet and exchange, import and validate data.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8f8244ce-7274-43a9-b348-a47338ca5cc8.png","url":"https://www.softwareadvice.co.nz/software/43332/velocity","@type":"ListItem"},{"name":"FileHandler Enterprise","position":12,"description":"FileHandler Enterprise is a claims administration software designed to help public entities, third-party administrators and self-insured organizations streamline workflow automation and risk management. Key features include case management, claim resolution tracking, customer management, co-pay and deductible tracking, forms management, policy administration and risk assessment.\n\n\nInsurance carriers using FileHandler Enterprise can set up business rules to automatically generate reports, letters, emails, diaries or notes after completion of each task in order to prevent client losses. Risk managers can use built-in dashboards that can be customized according to individual requirement and export files and images in various file formats, including MS Excel, Word, JPG, PDF, PNG and more. \n\n\nDesigned on a Microsoft platform, FileHandler Enterprise enables professional employment organizations (PEOs) to schedule notices about important updates or tasks related to claims and display all activities with date and time stamp. Teams can use the optional imaging tool to upload attachments and images directly to diaries, notes and payments and improve claim reporting. \n\n\nFileHandler Enterprise offers third-party integration with accounting, HR, Payroll, ISO and policy systems to facilitate claims management across various industries. Support is extended via phone, email and web-based training sessions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/30a1108a-cf2d-49ff-b930-c5695e932269.png","url":"https://www.softwareadvice.co.nz/software/135514/filehandler-enterprise","@type":"ListItem"},{"name":"Better Agency","position":13,"description":"Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, campaigns, conversion tracking, reviews, claims and cross-selling. Key features include document management, insurance rating, policy management, email marketing, task management, document storage and workflow management.\n\n\nTeams using Better Agency can automate tasks, emails, texts and notifications to staff members, clients or prospects. Using the dashboard, managers can gain insights into the premium sold and commissions generated by their agencies. Additionally, with pre-built email templates, the platform enables businesses to engage with their clients across the entire renewal process.\n\n\nThe application facilitates integration with Zapier, which allows insurance agencies to integrate the solution with a variety of tools and ensure the automation of claims processing. Better Agency is available on a monthly subscription basis and support is extended via email, live chat and inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4bcde5b9-c63e-4fb3-b3eb-6407eaad8acf.png","url":"https://www.softwareadvice.co.nz/software/183037/better-agency","@type":"ListItem"},{"name":"BindHQ","position":14,"description":"BindHQ is a cloud-based insurance solution designed for specialty insurance distribution. The solution is built to serve wholesalers, managing general agents (MGAs) and managing general underwriters (MGUs). Key features include policy management, reporting, document management, insurance accounting, email integration and an underwriting panel.\n\n\nBindHQ can be used to manage policies, accounting, invoicing and financial reports. Users can monitor agents’ and agency’s performance using real-time reporting. Carrier and partner data can also be viewed. The solution has a role-based dashboard where users can view data about priority work streams and time-critical tasks. Additionally, users can also view real-time scenarios using this solution.\n\n\nAdditionally, BindHQ features policy accounting, business accounting, financial planning and analysis (FP&A) and surplus lines tax management. The solution offers integrated document storage that provides data of up to two hundred GBs per account. The integration can load images, PDFs, audio files and emails, which can be accessed via a web browser, a PC, Mac or a tablet.\n\n\nSupport is provided via email, phone and an online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/94d1adb1-4b34-4d80-b8af-87d7f1b0fefe.jpeg","url":"https://www.softwareadvice.co.nz/software/64789/bindhq","@type":"ListItem"},{"name":"AgentCubed","position":15,"description":"AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workflows, manage the relationship and generate leads by skills-based routing. The solution is cloud-based and offers sales automation, customer service and support, quoting tools, calendars, web self-service, call center, field service, and knowledge management. It connects with lead providers and aggregators to provide updated information on potential clients. Lead management module integrates inside sales with field sales and lead distribution.\n\n\nAgentCubed provides customer report builder feature that allows users to analyze hundreds of data points in multiple combinations to improve sales efforts. It also provides down-line analytics for tracking brokers, affiliates, regions and satellite offices. The activity dashboards provide a view of key performance metrics for all down-lines. Line-of-sight access can also be granted to down-line users so that those users only see the data that is relevant to their sub group. The solution is a fit for medium to large sized insurance companies. Support is offered via email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1381fd8d-6c71-4b08-a908-9dd895de09fd.png","url":"https://www.softwareadvice.co.nz/software/124696/agentcubed","@type":"ListItem"},{"name":"SmartIQ","position":16,"description":"Intelledox is a low-code, cloud-based content and workflow automation (WCA) solution designed to transform B2C operations and improve customer engagement. Businesses and governmental organizations can streamline complex processes and build out distinct platforms using Intelledox’s next-generation form builder, workflow automation engine, data connectors, and smart communications integration.  \n\n\nIntegrated with DocuSign, Intelledox’s drag and drop form builder enables user to create any intelligent form, contract, or document to help guide customers along an intuitive and digital conversation. Intelledox workflow automation engine is able to develop automated workflow processes specifically for customer service interactions, without the need for a IT ticketing infrastructure. Users can enable automated routing and approval for customer-specific requests, which reduces the possibility of errors or outdated content.\n\n\nWith support for different omnichannel forms, Intelledox allows customers to save their work, and return to it on any other device. Information in these forms can automatically be gathered and stored in any connected database using Intelledox’s data connectors. These quick connectors can integrate with Salesforce, SharePoint, Zoho, Microsoft Dynamics 365 and other popular third-party apps.\n\n\nIntelledox is also compatible with mobile devices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9c27b984-86b3-4f20-8dc5-6bf672ac784b.jpeg","url":"https://www.softwareadvice.co.nz/software/137749/intelledox","@type":"ListItem"},{"name":"tigerlab","position":17,"description":"tigerlab is a global insurance technology provider and the creator of the tiger Insurance Suite. The company delivers a cloud-native, modular platform that enables insurers to replace legacy systems, launch new insurance products quickly, and automate the entire insurance lifecycle—from quote and underwriting to policy administration and claims. By combining modern architecture with automation and scalability, tigerlab helps insurers innovate faster, improve operational efficiency, and deliver better digital experiences to customers and partners.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ce225dd1-5867-4208-8890-36c57fdf2d4c.png","url":"https://www.softwareadvice.co.nz/software/60659/i2go","@type":"ListItem"},{"name":"Cooper Rose Digital Full Suite","position":18,"description":"Cooper Rose Digital is a suite of modules such as product distribution, policy management, rating engine, documentation generation, reporting, customer relationship management (CRM) and third-party integration. It develops full-stack, end-to-end and innovative insurance solutions, across all lines of insurance.\n\n\nUsing a business and user-centric model, it understands the features and functionalities, which will add the most value to businesses, from start-up to enterprise. Cooper Rose Digital helps organizations streamline their digital transformation journey, which includes analysis based on discovery, iterative design, value-driven development and focused delivery.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1d86e8a0-7550-44d5-8a59-815ce8c43e6a.png","url":"https://www.softwareadvice.co.nz/software/118044/cooper-rose-digital","@type":"ListItem"},{"name":"Agency Master","position":19,"description":"Agency Master is an insurance agency management solution that helps businesses manage insurance claims for trucking and transportation industries. It allows organizations to prepare insurance certificates, trailer interchange agreements, bonds and other documents in real-time.\n\nThe application enables users to handle commission tracking processes, automatically synchronize data and create quotes. It lets managers assign tasks to team members, create and manage workflows and gain insights into employees’ performance. Additionally, it provides a host of features such as contact management, accounting, reporting, document management, data visualization and more.\n\nAgency Master supports integration with Microsoft Outlook, which enables organizations to capture and store client interactions in the system using a drag-and-drop interface. Pricing is available on request and support is extended via phone, email, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/558e190a-6869-4b8d-b2f3-6cabe0dda1d5.png","url":"https://www.softwareadvice.co.nz/software/64733/agency-master","@type":"ListItem"},{"name":"SiegeAOS","position":20,"description":"SiegeAMS is a cloud-based solution that helps insurance agencies handle and streamline reporting, document management, task assignment and various other administrative processes. Professionals can use the dashboard to configure workflows, access customers’ contact details and monitor operational processes via actionable analytics.\n\nSiegeAMS allows organizations to store employees’ information in a centralized database and generate reports to track their performance/progress based on defined goals. Managers can configure workflows, access ACORD forms from the built-in library and track employees’ license validity on a centralized platform. Additionally, it lets users improve employee communication via screen sharing, chat and video conferencing capabilities. \n\nSiegeAMS comes with an API, which enables insurance agents to facilitate integration with various third-party applications. Pricing is available on request and support is extended via live chat, phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2df7c56f-d658-4533-8e1f-e04837cf3697.png","url":"https://www.softwareadvice.co.nz/software/240524/siegeams","@type":"ListItem"},{"name":"Pathway Insurance Software","position":21,"description":"Pathway is a cloud-based automated insurance communication platform, which helps manage and streamline client-facing communications using emails and texts. The software can automate renewal, billing, weather and marketing workflows. \n\nKey workflows include prospect nurturing, welcoming new clients, pre-renewals, questionnaires, document delivery, quote follow ups, claims notifications, cross-sell, referral requests, Google reviews, billing notifications and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/449fbe9a-ac89-4687-80e5-70d9e075f0cb.png","url":"https://www.softwareadvice.co.nz/software/205468/pathway-insurance-software","@type":"ListItem"},{"name":"Nexsure Insurance Platform","position":22,"description":"Nexsure Agency Management is cloud and mobile-based agent management solution, which helps manage, improve and accelerate the growth of insurance-related operations. Designed primarily for brokers, agents, wholesalers and program administrators, it aims to deliver strength to client communication and business planning.\n\n\nKey features of Nexsure Agency Management software include automation of claims, commissions, contacts, documents, insurances, policies and quotas.\n\n\nAdditionally, it also helps with customization of email drip campaigns, lead management, customer segmentation and other sales and marketing approaches. Its three editions, Core, Web+ and Productivity+, provide independent as well as integrated tools to bring efficiency in processes required to run an insurance agency.\n\n\nNexsure Agency Management provides mobile applications for Android, iOS and Windows devices and supports the integration of in-house and third-party software. The pricing is available on a monthly basis and minimum five users are required to avail the subscription.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b15b5a23-744e-4e38-bf2e-3181544b89cd.jpeg","url":"https://www.softwareadvice.co.nz/software/74430/nexsure-agency-management","@type":"ListItem"},{"name":"MyHealthily","position":23,"description":"MyHealthily's technology supports insured and medically underwritten plans from 130+ carriers in all 50 states! Having launched in January 2022 the MyHealthily platform was created by brokers for brokers to assist with companies with 1-100+ employees \n\nSmall group health insurance has not been a profitable business line for Agents and Brokers in the past– with the MyHealthily platform, Agents and Brokers can quote, enroll, service, and renew small group healthcare and ancillary profitably and efficiently. \n\nThe platform reduces a 5-14 day process into a 45-minute call. With one click, you can create a complete proposal. Having a comprehensive eCommerce solution that supports fully insured & medically underwritten plans is a game-changer! \n\nOur clients note the MyHealthily platform saves 70% of their time, making this business line profitable.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/418fdc54-81ed-4c11-b5a7-5ab472582a72.jpeg","url":"https://www.softwareadvice.co.nz/software/352975/myhealthily","@type":"ListItem"},{"name":"DecisionRules.io","position":24,"description":"DecisionRules is a type of rules engine solution designed to help businesses automate complex decision-making processes in real time. This innovative platform empowers organizations to streamline operations, enhance efficiency, and make data-driven decisions swiftly and effectively. By leveraging advanced algorithms and customizable rules, DecisionRules enables users to optimize various business functions, from customer targeting to pricing strategies.\n\nThe target audience for DecisionRules includes businesses of all sizes across various industries that seek to improve their operational efficiency and decision-making capabilities. This solution is particularly beneficial for organizations dealing with large volumes of data and requiring rapid responses to market changes. Use cases for DecisionRules range from identifying ideal customer segments for specific products to dynamically adjusting pricing strategies based on real-time market conditions, ensuring that businesses remain competitive and responsive.\n\nKey features of DecisionRules include its ability to process an impressive 100,000 decisions per minute, which allows businesses to scale operations without compromising on speed or accuracy. The platform offers seamless integration with existing systems, enabling users to implement it without significant disruptions to their current workflows. This ease of integration is crucial for organizations looking to adopt advanced decision-making tools without extensive training or resource allocation.\n\nFurthermore, DecisionRules is designed with agility in mind, catering to ambitious businesses that aim to stay ahead of the curve. The platform's modern interface and user-friendly design facilitate quick adoption and ease of use, allowing teams to focus on strategic initiatives rather than getting bogged down by complex decision-making processes. By putting the power of data and customizable rules in the hands of users, DecisionRules enhances the overall decision-making landscape, making it a valuable asset for any forward-thinking organization.\n\nIn essence, DecisionRules stands out in its category by offering a robust, scalable solution that transforms how businesses approach decision-making. With its real-time processing capabilities, seamless integration, and focus on user empowerment, DecisionRules is not just a tool; it is a strategic partner that enables organizations to think faster, act smarter, and achieve their goals with confidence.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c1cf75cb-1a35-4024-a4e1-97533a9bf00f.png","url":"https://www.softwareadvice.co.nz/software/383250/decisiongrid-io","@type":"ListItem"},{"name":"BriteCore","position":25,"description":"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.\n\nTrusted by over 100 insurers across North America, BriteCore’s policy administration system empowers mid-size carriers and fast-growing MGAs to streamline their operations and confidently compete with the industry's largest providers.\n‍\nFor more information, visit britecore.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1d75f588-3ba9-43e2-ab43-55f70df70446.png","url":"https://www.softwareadvice.co.nz/software/128209/britecore","@type":"ListItem"}],"numberOfItems":25}
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