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Best Insurance Agency Management Systems - Page 3

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Insurance agency management systems help insurance agencies manage their business. These systems provide capabilities of CRM software and marketing automation software to help agents enhance relationships with customers, clients, and prospects. In addition, these systems include back-office features such as automated workflows and commission processing to facilitate agent efforts.

Insurance agency management systems can be implemented across all branches of an insurance agency or utilized on a case-by-case basis. These systems help agencies of all sizes track and maintain relationships with clients, improve marketing and sales efforts, and monitor the sales performance of their agency. Insurance agency management systems can be implemented either as a standalone solution or as the foundation for integrated insurance suites.

To qualify for inclusion in the Insurance Agency Management Systems category, a product must:

Store an agency’s client information, including policy documents, notes, and statements
Provide reporting tools for sales performance and account status analysis
Offer features for automating or streamlining agent workflows

Best Insurance Agency Management Systems At A Glance

Best for Small Businesses:
Best for Mid-Market:
Best for Enterprise:
Highest User Satisfaction:
Best Free Software:
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Best for Enterprise:
Highest User Satisfaction:
Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

No filters applied
127 Listings in Insurance Agency Management Systems Available
(6)3.7 out of 5
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    As North America's InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying the insurance life cycle so that our customers can focus on what matters most. Vertafore's solution

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 83% Small-Business
    • 17% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • AIM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Accounting
    1
    Accounting Features
    1
    Ease of Use
    1
    Efficiency
    1
    Integrations
    1
    Cons
    Account Management Issues
    1
    Difficult Navigation
    1
    Difficult Reporting
    1
    Difficulty
    1
    Document Management
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • AIM features and usability ratings that predict user satisfaction
    6.7
    Has the product been a good partner in doing business?
    Average: 8.2
    6.7
    Policy Management
    Average: 8.2
    3.3
    Accounting
    Average: 7.1
    6.7
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vertafore
    Year Founded
    1969
    HQ Location
    Denver, CO
    Twitter
    @Vertafore
    7,388 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,897 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

As North America's InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying the insurance life cycle so that our customers can focus on what matters most. Vertafore's solution

Users
No information available
Industries
No information available
Market Segment
  • 83% Small-Business
  • 17% Mid-Market
AIM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Accounting
1
Accounting Features
1
Ease of Use
1
Efficiency
1
Integrations
1
Cons
Account Management Issues
1
Difficult Navigation
1
Difficult Reporting
1
Difficulty
1
Document Management
1
AIM features and usability ratings that predict user satisfaction
6.7
Has the product been a good partner in doing business?
Average: 8.2
6.7
Policy Management
Average: 8.2
3.3
Accounting
Average: 7.1
6.7
Task Management
Average: 8.1
Seller Details
Seller
Vertafore
Year Founded
1969
HQ Location
Denver, CO
Twitter
@Vertafore
7,388 Twitter followers
LinkedIn® Page
www.linkedin.com
2,897 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Main characteristics of NowCerts: -At NowCerts, we understand the importance of flexibility in the digital age. That's why we're proud to offer AMS software that is not only browser-based for easy

    Users
    No information available
    Industries
    • Insurance
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Momentum AMP by NowCerts Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Search Functionality
    1
    Cons
    Certificate Management
    1
    Poor Reporting
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Momentum AMP by NowCerts features and usability ratings that predict user satisfaction
    5.0
    Has the product been a good partner in doing business?
    Average: 8.2
    7.9
    Policy Management
    Average: 8.2
    6.3
    Accounting
    Average: 7.1
    6.7
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2009
    HQ Location
    3492 Long Prairie Rd Suite 150 Flower Mound, TX 75022
    LinkedIn® Page
    www.linkedin.com
    32 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Main characteristics of NowCerts: -At NowCerts, we understand the importance of flexibility in the digital age. That's why we're proud to offer AMS software that is not only browser-based for easy

Users
No information available
Industries
  • Insurance
Market Segment
  • 100% Small-Business
Momentum AMP by NowCerts Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Search Functionality
1
Cons
Certificate Management
1
Poor Reporting
1
Momentum AMP by NowCerts features and usability ratings that predict user satisfaction
5.0
Has the product been a good partner in doing business?
Average: 8.2
7.9
Policy Management
Average: 8.2
6.3
Accounting
Average: 7.1
6.7
Task Management
Average: 8.1
Seller Details
Year Founded
2009
HQ Location
3492 Long Prairie Rd Suite 150 Flower Mound, TX 75022
LinkedIn® Page
www.linkedin.com
32 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Newton by Agency Systems is a reliable, full-featured insurance agency management system for commercial and personal lines retail agencies, brokers, and general agencies of all sizes.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Newton by Agency Systems features and usability ratings that predict user satisfaction
    7.5
    Has the product been a good partner in doing business?
    Average: 8.2
    6.7
    Policy Management
    Average: 8.2
    6.7
    Accounting
    Average: 7.1
    7.5
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Bryan, TX
    Twitter
    @AgencySystems
    23 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Newton by Agency Systems is a reliable, full-featured insurance agency management system for commercial and personal lines retail agencies, brokers, and general agencies of all sizes.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Newton by Agency Systems features and usability ratings that predict user satisfaction
7.5
Has the product been a good partner in doing business?
Average: 8.2
6.7
Policy Management
Average: 8.2
6.7
Accounting
Average: 7.1
7.5
Task Management
Average: 8.1
Seller Details
HQ Location
Bryan, TX
Twitter
@AgencySystems
23 Twitter followers
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    RiskRevu transforms agency processes into digital forms to help insurance agents collect the data they need to sell and service insurance. Our platform gives each user their own forms to share and all

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 75% Small-Business
    • 25% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • RiskRevu features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.2
    10.0
    Policy Management
    Average: 8.2
    10.0
    Accounting
    Average: 7.1
    10.0
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    RiskRevu
    Year Founded
    2018
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

RiskRevu transforms agency processes into digital forms to help insurance agents collect the data they need to sell and service insurance. Our platform gives each user their own forms to share and all

Users
No information available
Industries
No information available
Market Segment
  • 75% Small-Business
  • 25% Mid-Market
RiskRevu features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.2
10.0
Policy Management
Average: 8.2
10.0
Accounting
Average: 7.1
10.0
Task Management
Average: 8.1
Seller Details
Seller
RiskRevu
Year Founded
2018
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
(4)2.4 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Veruna's agency management solution is challenging independent insurance agents to walk away from the status quo and embrace change.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 75% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Veruna Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Communication
    1
    Customer Support
    1
    Ease of Use
    1
    Intuitive
    1
    Staff Support
    1
    Cons
    Learning Curve
    1
    Limited Customization
    1
    Poor Customization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Veruna features and usability ratings that predict user satisfaction
    6.7
    Has the product been a good partner in doing business?
    Average: 8.2
    6.1
    Policy Management
    Average: 8.2
    3.3
    Accounting
    Average: 7.1
    5.6
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Veruna
    Year Founded
    2015
    HQ Location
    Hopkinton, MA
    Twitter
    @veruna_ins
    256 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    45 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Veruna's agency management solution is challenging independent insurance agents to walk away from the status quo and embrace change.

Users
No information available
Industries
No information available
Market Segment
  • 75% Small-Business
Veruna Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Communication
1
Customer Support
1
Ease of Use
1
Intuitive
1
Staff Support
1
Cons
Learning Curve
1
Limited Customization
1
Poor Customization
1
Veruna features and usability ratings that predict user satisfaction
6.7
Has the product been a good partner in doing business?
Average: 8.2
6.1
Policy Management
Average: 8.2
3.3
Accounting
Average: 7.1
5.6
Task Management
Average: 8.1
Seller Details
Seller
Veruna
Year Founded
2015
HQ Location
Hopkinton, MA
Twitter
@veruna_ins
256 Twitter followers
LinkedIn® Page
www.linkedin.com
45 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Agency Office offers intelligent software solutions, web design & social media marketing for a range of businesses including estate agents, letting agents and commercial property businesses.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • AgencyOffice features and usability ratings that predict user satisfaction
    0.0
    No information available
    8.3
    Policy Management
    Average: 8.2
    7.5
    Accounting
    Average: 7.1
    9.2
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Laleston, GB
    Twitter
    @_agencyoffice
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Agency Office offers intelligent software solutions, web design & social media marketing for a range of businesses including estate agents, letting agents and commercial property businesses.

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
AgencyOffice features and usability ratings that predict user satisfaction
0.0
No information available
8.3
Policy Management
Average: 8.2
7.5
Accounting
Average: 7.1
9.2
Task Management
Average: 8.1
Seller Details
HQ Location
Laleston, GB
Twitter
@_agencyoffice
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SIMPLIFY THE OVERWHELMING with one powerful solution designed specifically for insurance carriers & brokerages in the health and P&C insurance markets. Telephone, direct mail and web lead int

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 67% Small-Business
    • 33% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • AgentCubed features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.2
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    N/A
    Twitter
    @AgentCubed
    1,079 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SIMPLIFY THE OVERWHELMING with one powerful solution designed specifically for insurance carriers & brokerages in the health and P&C insurance markets. Telephone, direct mail and web lead int

Users
No information available
Industries
No information available
Market Segment
  • 67% Small-Business
  • 33% Enterprise
AgentCubed features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.2
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
HQ Location
N/A
Twitter
@AgentCubed
1,079 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Benelinx is an agency management solution for the employee benefits industry. The software provides benefits brokers with an integrated approach to agency management, automating day-to-day operations,

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Benelinx Agency Management Solution features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.2
    10.0
    Policy Management
    Average: 8.2
    10.0
    Accounting
    Average: 7.1
    10.0
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Longmont, Colorado
    Twitter
    @benelinx
    9 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Benelinx is an agency management solution for the employee benefits industry. The software provides benefits brokers with an integrated approach to agency management, automating day-to-day operations,

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Benelinx Agency Management Solution features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.2
10.0
Policy Management
Average: 8.2
10.0
Accounting
Average: 7.1
10.0
Task Management
Average: 8.1
Seller Details
HQ Location
Longmont, Colorado
Twitter
@benelinx
9 Twitter followers
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Commission management software for the insurance industry.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 67% Small-Business
    • 33% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • GreenWave features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.2
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2010
    HQ Location
    Greensboro, NC
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Commission management software for the insurance industry.

Users
No information available
Industries
No information available
Market Segment
  • 67% Small-Business
  • 33% Enterprise
GreenWave features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.2
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2010
HQ Location
Greensboro, NC
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
(3)4.7 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Agency management with document imaging including ACORD, carrier, commission, claim download, and more.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • IMS I features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Xanatek
    Year Founded
    1994
    HQ Location
    South Bend, IN
    Twitter
    @xanatek
    449 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Agency management with document imaging including ACORD, carrier, commission, claim download, and more.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
IMS I features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Xanatek
Year Founded
1994
HQ Location
South Bend, IN
Twitter
@xanatek
449 Twitter followers
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
(3)4.5 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 67% Small-Business
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • InsPal Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Comprehensive Information
    1
    Simple
    1
    Cons
    Update Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • InsPal features and usability ratings that predict user satisfaction
    0.0
    No information available
    8.3
    Policy Management
    Average: 8.2
    8.3
    Accounting
    Average: 7.1
    8.3
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    InsPal
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Modular system with role-based functionality that could be adjusted to individual brokers or company team leads.

Users
No information available
Industries
No information available
Market Segment
  • 67% Small-Business
  • 33% Mid-Market
InsPal Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Comprehensive Information
1
Simple
1
Cons
Update Issues
1
InsPal features and usability ratings that predict user satisfaction
0.0
No information available
8.3
Policy Management
Average: 8.2
8.3
Accounting
Average: 7.1
8.3
Task Management
Average: 8.1
Seller Details
Seller
InsPal
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Insurance agency management solution with features such as recording conversations with prospects and tracking revenue streams.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 67% Mid-Market
    • 33% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Insurance Noodle features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.2
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2011
    HQ Location
    Chicago, US
    LinkedIn® Page
    www.linkedin.com
    128 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Insurance agency management solution with features such as recording conversations with prospects and tracking revenue streams.

Users
No information available
Industries
No information available
Market Segment
  • 67% Mid-Market
  • 33% Small-Business
Insurance Noodle features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.2
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2011
HQ Location
Chicago, US
LinkedIn® Page
www.linkedin.com
128 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    InsureEdge is an all-in-one insurance software for policy administration and claims management that helps Insurers deliver a connected, relevant, and seamless experience to policyholders while empower

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Enterprise
    • 25% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • InsureEdge Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Centralization
    1
    Document Attachment
    1
    Ease of Use
    1
    Efficiency
    1
    Insurance Management
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • InsureEdge features and usability ratings that predict user satisfaction
    6.7
    Has the product been a good partner in doing business?
    Average: 8.2
    9.2
    Policy Management
    Average: 8.2
    9.2
    Accounting
    Average: 7.1
    8.3
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1996
    HQ Location
    Plainsboro, New Jersey
    Twitter
    @damcosol
    2,703 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,052 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

InsureEdge is an all-in-one insurance software for policy administration and claims management that helps Insurers deliver a connected, relevant, and seamless experience to policyholders while empower

Users
No information available
Industries
No information available
Market Segment
  • 50% Enterprise
  • 25% Small-Business
InsureEdge Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Centralization
1
Document Attachment
1
Ease of Use
1
Efficiency
1
Insurance Management
1
Cons
This product has not yet received any negative sentiments.
InsureEdge features and usability ratings that predict user satisfaction
6.7
Has the product been a good partner in doing business?
Average: 8.2
9.2
Policy Management
Average: 8.2
9.2
Accounting
Average: 7.1
8.3
Task Management
Average: 8.1
Seller Details
Year Founded
1996
HQ Location
Plainsboro, New Jersey
Twitter
@damcosol
2,703 Twitter followers
LinkedIn® Page
www.linkedin.com
1,052 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Commercial insurance management system designed for Canadian Insurance Brokers only.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 67% Mid-Market
    • 33% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Policy Works Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    1
    Features
    1
    Cons
    Data Entry Issues
    1
    Integration Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Policy Works features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.2
    Policy Management
    Average: 8.2
    10.0
    Accounting
    Average: 7.1
    9.2
    Task Management
    Average: 8.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Commercial insurance management system designed for Canadian Insurance Brokers only.

Users
No information available
Industries
No information available
Market Segment
  • 67% Mid-Market
  • 33% Small-Business
Policy Works Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
1
Features
1
Cons
Data Entry Issues
1
Integration Issues
1
Policy Works features and usability ratings that predict user satisfaction
0.0
No information available
9.2
Policy Management
Average: 8.2
10.0
Accounting
Average: 7.1
9.2
Task Management
Average: 8.1
Seller Details
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Agency managenment online services

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Amos365 features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2009
    HQ Location
    Greenville, SC
    Twitter
    @MeritTech_gvl
    163 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Agency managenment online services

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Amos365 features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2009
HQ Location
Greenville, SC
Twitter
@MeritTech_gvl
163 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®