Alternatives to Dimensions360
Compare Dimensions360 alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Dimensions360 in 2026. Compare features, ratings, user reviews, pricing, and more from Dimensions360 competitors and alternatives in order to make an informed decision for your business.
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1
Macaw AMS
Nest Innovative Solutions
Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day. -
2
SER Doxis Intelligent Content Automation
SER Group
Doxis Intelligent Content Automation (ICA), the next generation of enterprise content management (ECM), is an AI-powered platform designed to bridge and automate content across a wide range of business applications. Doxis delivers a contextualized content experience and creates a future-ready digital workplace. Helping firms to achieve a faster time-to-value, reduce IT bottlenecks and accelerate digital transformation, Doxis ICA empowers users to quickly and easily customize and roll out content apps. The Doxis Fast Starter library provides many pre-configured and easily customizable workspaces for sales, purchasing, service, legal, etc. and for specific sectors like insurance. The Doxis platform also offers standardized solutions for document management, invoice automation, contract management and human resources, in addition to solution suites for business-critical areas like purchase-to-pay. Analysts recognize SER as a leader of the ECM market. -
3
tigerlab
tigerlab
tigerlab positions itself as a leading provider of insurance software solutions and embedded insurance, empowering customers to deploy and adapt applications efficiently. With over a decade of experience, tigerlab focuses on enhancing business value and delivering breakthrough results to clients. Our configurable, API-driven, and intuitive insurance software solution is designed to enable you to deliver a superior end-to-end digital experience to customers and system users. Discover first-hand why our insurance platform is the perfect solution for an end-to-end digital insurance experience. Click the demo button to see the platform in action. -
4
Jenesis Agency Management
Jenesis Software
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is 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. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.Starting Price: $60/month/user -
5
PHOTO iD by U Scope
U Scope Technologies
PHOTO iD™ by U Scope in a photo cataloging software that provides a rapid & organized method of capturing, labeling, and sharing images from any job site to generate professional detailed inspection reports with ease before leaving the property inspection site with our mobile & web-based platform. PHOTO iD enables users to create and share custom workflow templates to safely guide field reps through any inspection via remotely or by utilizing our platform’s proprietary automated inspection guidance feature that fully navigates the photo capturing process to ensure all images are always captured even when internet connectivity is not readily available. PHOTO iD's assignment mapping and scheduling feature allows users to visually organize and route daily projects, view assignments alongside weather forecasts, and seamlessly send routes to Google Maps for streamlined navigation. Integrate our API with your existing system to create a complete end-to-end documentation process.Starting Price: $17.99/month/user -
6
Assai
Assai Software Services
Assai's DMS stores all your documents, drawings, correspondence, emails, contracts, and purchase orders in a central, easily searchable repository. You control access, and always have the latest versions available to your team. Search functions let you quickly find what you need using metadata or content. Our Document Control system streamlines workflows, with easy setup and maintenance, user inboxes, automatic assignments, and flowchart tracking. We offer Enterprise Content Management that enable complex projects and operations. Get a grip on your projects, assets, documents and data with our Common Data Environment.Starting Price: $5999/month -
7
Cloud Claims
APP Tech
Improve claim outcomes with streamlined First Notice of Loss (FNOL), claim processing and flexible reporting. INCIDENT BASED CLAIMS MANAGEMENT Effective claims management is about more than simply managing claims outcomes. It is about having an automated process that ensures efficiency and accuracy across the organization, getting timely notice of losses, and taking swift action are keys to success. The incident-based approach of Cloud Claims covers all accidents and losses, delivering a complete picture of loss to executives and claims managers. Cloud Claims by APP Tech is an integrated solution that is highly configurable, with actionable reports to guide decision-making and a friendly UI so you can get work done faster and more confidently. Cloud Claims runs in the cloud, so there’s minimal IT burden and no installation required — just simple configuration, effortless system upgrades, best-in-class security, and the ability to scale quickly.Starting Price: $2,500 per month -
8
Laserfiche
Laserfiche
Quickly and seamlessly capture, organize and find content. Promote collaboration and simplify records lifecycle management with all your content in one place. Automate everyday business processes and gain intelligence that drives decisions. Connect the enterprise apps your teams rely on every day to stay productive. Scan paper documents from multiple locations and store them in a centralized repository. Save documents directly from Microsoft Office applications and import emails —including attachments—with one click. With Laserfiche’s industry leading document management tools, you bring all of your documents into one place—quickly, easily and securely. Store and share electronic documents efficiently, securely and cost-effectively. Organize all your information to make faster, better business decisions. Streamline daily tasks and collaboration by gathering digital files into a central repository.Starting Price: $500 one-time payment -
9
Insly
Insly
Insly provides a fully extensible suite of software solutions that can be combined with your own custom modules to both simplify and completely automate all tasks required to run a successful insurance business. All the parts you need: forms, workflows, rating engine, document template editor, endorsement library, capacity management and so much more. Broker channel support out of the box. APIs expose everything and allow you to create the perfect Direct-to-Consumer experience. Automate cookie cutter cases for new sales and mid-term policy changes and automated renewals. All the premium accounting taken care of. Bordereaux and management reports in one click. Build your own custom reports. Pull in 3rd party data to help your underwriters make better decisions. Integrate with the rest of your tech stack, legacy or modern.Starting Price: $35 per user per month -
10
Guidewire ClaimCenter
Guidewire Software
Guidewire ClaimCenter is a leading claims management system designed to streamline the entire claims lifecycle for property and casualty (P&C) insurers. It offers comprehensive functionality from initial claim intake to resolution, enabling insurers to process claims efficiently and accurately. Key features include automated workflows, embedded analytics, integrated fraud detection, and real-time performance monitoring, all of which enhance operational efficiency and improve customer satisfaction. ClaimCenter supports various lines of insurance, including personal, commercial, and workers' compensation, and can be deployed as a standalone solution or as part of the Guidewire InsuranceSuite. By leveraging ClaimCenter, insurers can accelerate claims processing, make data-driven decisions, and adapt to evolving market demands. -
11
InsureCert
InsureCert Systems
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly. -
12
daisyBill
daisyBill
daisyBill is an electronic medical billing platform for workers’ comp treatment. With a proprietary network of dedicated, secure electronic connections with payers and their clearinghouses, daisyBill ensures that medical bills are instantly routed to the appropriate destinations. The platform offers a task-based system that tracks the entire lifecycle of each bill, prompting administrative staff through the process of managing requests for authorization, bill submissions, payments, and payment appeals. The platform also includes daisyWizard, which calculates exact reimbursements per the applicable state fee schedules. daisyBill's mission is to improve injured workers’ access to care by reducing billing friction and making the workers’ comp more financially sustainable for providers. -
13
Canopy Connect
Canopy Connect
Embed insurance intelligence into your applications to drive cross-selling opportunities or launch an insurance marketplace. Augment your users' profiles with rich insurance information directly from the source. Understand assets, coverages, and risk profiles to uncover new ways to provide value to your use. Work with Canopy Connect's partners to unlock new insurance revenue streams that range from pay-per-click to full white-labeled insurance agency solutions. Delight your users with easy-to-use interfaces that make it easy to share insurance information. Use our UX or yours. Powering customer-obsessed companies, fintechs, insurtechs, marketplaces, lenders, insurance carriers and more. We enable users to quickly and securely share their insurance information through integrations with the nation’s top carriers. Imports and structures insurance documents, policy details, contact, information, driver data, and claims history, and enriches critical information.Starting Price: $1,000 per month -
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Sapiens ClaimsPro
Sapiens
Sapiens ClaimsPro is a comprehensive claims management software designed for Property & Casualty (P&C) insurers, offering auditable, configurable, and AI-driven automation across all lines of business. Its intelligent, rules-driven workflow ensures faster claims cycle times, resulting in lower expenses and settlement costs. The intuitive, easy-to-use interface provides one-click access to key features, enhancing the adjuster's experience. A central repository offers a 360-degree view of claims, policies, and accounts, improving customer service and vendor management. ClaimsPro enables insurers to adapt quickly to new business requirements, efficiently handle complex claims with superior case management, identify and prevent fraud, and proactively manage exposure for responsive service during catastrophic events. -
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Mercury Policy & Claims Administration
Quick Silver Systems
Mercury by Quick Silver Systems allows Automobile, Property, and Casualty insurance carriers to easily rate, quote, bind, make payments, and report claims online. Minimize customer service calls through online document access, bill payments, and first notice of loss. Modular API based system allows seamless integration with new or existing data providers. Fully digital document production and 100% web-based system works on any device. Create custom, event-driven work-flows with our visual work-flow designer. Access the most up-to-date information on Written, Earned, and Unearned premiums. Automatically save every page, card, report, email, and more to review and share with associates. Collect currency in any digital format including: ACH, EFT, Electronic Checks, Credit, or Bank Card. Information Technology within an insurance company not only needs a system that provides wide accessibility. -
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Particeep
Particeep
Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The company offers, in addition to its open API, white-label platforms to distribute financial services online in less than one month. Our Particeep Plug solution allows you to create a digital version of your existing banking products and make them accessible to third parties through a Rest open banking API. With our solution, you quickly deploy your online distribution channels and allow your partners to distribute your offers online by personalizing it according to their graphic charter and their authorizations. Our Particeep Plug white label solution allows you to create a digital version of your existing insurance products or to quickly create new products.Starting Price: 11880€/year -
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MetaSource MetStor
MetaSource
MetaStor is a secure, cloud-based enterprise content management and document management platform that enables organizations to digitize, store, search, retrieve, route, and manage business documents and content from any device with a clean, intuitive interface that requires minimal training. Built on OpenText AppEnhancer technology, MetaStor breaks down information silos by unifying systems that create, store, and deliver content to process participants, connecting capture, management, and workflow automation to streamline business processes such as loan boarding, invoice processing, human resources, accounts payable, and other paper-intensive tasks. It supports unlimited users with multiple security layers, including PCI-DSS Level 1, SOC 2 Type 2, and HIPAA compliance, configurable password rules, robust audit trails, and document-level security, while providing disaster recovery with server and location redundancy and real-time replication to protect against data loss. -
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Therefore
Therefore
Therefore™ information management software enables you to store, manage and process all kinds of business information efficiently, economically and securely throughout your organization. No wasting time looking for documents. Just fast, efficient information flow that gives you a productive business edge. Lower document-related operating costs, real-time and secure web access to company information. No more missing information. Rest easy knowing your information is securely stored and only accessible to authorized personnel. Therefore Corporation produces Therefore™ Information Management software. Our software is designed to help employees achieve numerous gains in efficiency and productivity while decreasing time spent on burdensome administrative tasks and paper-intensive processes. This is done by transforming paper-based documents and business processes into electronic records and digital workflows.Starting Price: Free -
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Surefyre
Vertafore
Surefyre by Vertafore is an AI-powered insurance automation platform designed to streamline and enhance the processes for Managing General Agents (MGAs). It simplifies the rating and quoting process, automates agent portal configurations, and integrates seamlessly with MGA systems and third-party data sources. Surefyre's no-code platform allows users to quickly onboard new agents and make data-informed decisions on risk. By automating key aspects of underwriting and quoting, Surefyre improves operational efficiency, accelerates speed to market, and boosts revenue, ultimately transforming the way MGAs manage policies and submit applications. -
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WaterStreet System
WaterStreet Company
WaterStreet’s P&C insurance platform and policy administration services help your company do more. The WaterStreet services suite offers insurance business process outsourcing & extends a high-quality customer experience with sophisticated technology and processes. Better visibility and engagement with policyholders will better enable your agents to identify cross-selling opportunities and proactively assist customers when they need you most. Process automation and real-time document and data access ensure fast and deliver timely and accurate data for accountability and visibility. The WaterStreet P&C Insurance Suite pulls together all your data and processes eliminating the need to maintain multiple software systems for your business. Perfect example of great customer service between client and agent and agent to insurance company! -
21
AgentSync
AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems. -
22
Klear.ai
Klear.ai
Klear.ai is an innovative and comprehensive software solution for claims and risk management, powered by native artificial intelligence. It offers a unified system encompassing risk management, claims administration, analytics, audit, and policy management, all designed to streamline operations and enhance decision-making. Klear.ai's AI-driven predictive analytics enable organizations to anticipate adverse situations, detect hidden exposures, and receive guided recommendations, facilitating smarter decisions and better outcomes. Klear.ai's intuitive interface and configurable features allow for seamless adaptation to unique business requirements, ensuring a user-friendly experience. By integrating advanced machine learning algorithms, it automates workflows, reduces manual efforts, and continuously learns from new data to refine processes over time. Additionally, Klear.ai's robust fraud detection capabilities help organizations minimize unnecessary payouts. -
23
DOCUBASE
dbs Software and Services
Scan Documents, files, pictures, video, and more. Collect virtually any media format. Facilitate the flow of documents from unified repository with configurable access and security. Reduce multiple copies of documents scattered in different systems to improve accuracy and version control. Empower sharing of documents across the organization to improve efficiency and productivity. Access your documents when you need them, where you need them, from any device. Built-in granular security controls, encryption and authentication modes. Search historical records based on complex queries and find the information you need lightning fast. Paper scans, e-files, video, manage it all from one place. Assign access to features and document permissions based on configurable roles. From a single department to across the enterprise, proven performance in high volume deployments. -
24
Insurity
Insurity
Our modern, API-based architecture facilitates quick, seamless implementations. Our low-code/no-code environment empowers insurers to quickly and easily build their own apps and integrate third-party services, continuously responding to ever-changing market needs. Always stay one step ahead of your customers’ needs—and your competitors! Our modern, highly-secure, cloud-based solutions provide cost-efficiency, flexibility, scalability, and the highest service levels in the industry. Insurity’s advanced RESTful API architecture and low-code / no-code development environment empowers insurers to quickly and easily build their own applications, creating their own customer experiences and continuously responding to market needs. With our industry-leading data and predictive analytics solutions, insurers are able to acquire business intelligence never before possible, and optimize their pricing, risk selection, and claims processing. -
25
NOBL
Paulmar Group
NOBL is a new generation of agency management system that, unlike other systems, has its focus on the management of insurance trust account daily operations and premium financial solvency. NOBL leverages the benefits of new trust ledger accounting and unique trust account outsourcing technology. NOBL offers P&C insurance agencies maximum workflow optimization and an unprecedented increase in operating efficiency. NOBL services are similar to the payroll service, agencies provide source documents; Paulmar, the outsourcing partner, manages premiums and returns premiums from the time they are transacted until they are fully disbursed to legal owners. Implemented with new accounts and renewals; no disruption to the agency’s ongoing business will occur. This unique technology is ready. NOBL will significantly enhance performance to render P&C independent agencies more productive and significantly more efficient. -
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Insurium
Insurium
A unified solution providing a 360º view of the P&C insurance process lifecycle. Generate premium and save time with a powerful rules-based, multi-state underwriting module that automates the collection of information and the creation of quotes, endorsements, cancellations, audits, and renewals. Reduce combined ratios with a modern and streamlined approach to the claims adjudication process that is both intuitive and collaborative. Increase new business by making it easy to exchange information with brokers. From streamlining and standardizing the intake of information to providing brokers access to the information they need anytime. Control what submissions your underwriters are focusing on. Drive customer satisfaction and retention by providing your policy holders self-service access to policy information, claims intake and review, online bill pay and more. You decide what portal features to provide your customers for the best user experience. -
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DXC Assure
DXC Technology
DXC Assure, an integrated software solution, helps insurers worldwide support digitally savvy consumers and manage the dual agenda of building the new and tackling the legacy. The right insurance ecosystem enabled by a digital insurance platform can accelerate the consumption of new technology and new data sources to support new products. It also provides an approach to transformation with the flexibility to respond quickly to future change. DXC Technology (NYSE: DXC) helps global companies run their mission-critical systems and operations while modernizing IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services to drive new levels of performance, competitiveness, and customer experience across their IT estates. Learn more about how we deliver excellence for our customers and colleagues at DXC. -
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Q-Action
QFlow Systems
Nothing can drain the efficiency out of an organization more than manual paperwork— and the inevitable errors that come with it. Q-Action® has helped hundreds of offices, both public and private, achieve maximum efficiency in their workflow. That frees them to do more important things…like better serving their clients and customers. What is Q-Action®? It’s a commercial off-the-shelf ECM solution that lets you centralize documents into a single repository and tailor your workflows, enabling you and your organization to shorten process times, eliminate paper, and improve collaboration across teams. In short, it makes quick work of document management. -
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Direct Claim Solution
Innovative Computer Systems
Claims and Litigation management software for Captive or Risk Retention Group property and casualty claims. Direct Claim Solution is a complete system with claims, policy and vendor management for Self-Insured, Captive or Risk Pool programs. Offers industry specific tools for investigating and analyzing law as well as coverage. Modules for litigation management, subrogation and loss recovery as well as document management included. Merge feature makes for easy letter or email creation. For management, the robust report screen allows multi-conditional querying of claims by exposure type, state of loss, date ranges and policy issuance periods. Vendor isolation feature allows external service providers to access and populate fields in the system as needed to expedite reporting and collaborative analysis. See our website at www.directclaimsolution.com -
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InsureEdge
Damco Solutions
InsureEdge is an end-to-end Insurance Software designed to help insurance businesses gain maximum value through its comprehensive modules. The highly customizable and configurable solution boasts of the industry’s best insurance processing functionalities. Suitable for multiple lines of insurance businesses, InsureEdge can effectively and efficiently manage and streamline workflows to boost performance, profitability, and accuracy. It supports a variety of everyday operations through back office automation and other modules including customer relationship management, policy administration, claims processing, and more. As a flexible and scalable insurance software, InsureEdge is the key to future proofing your business. -
31
Adjustify
Adjustify
Adjustify is a web-based video calling application that allows professionals to connect with their customers to conduct on-site inspections or in-home meetings remotely. Schedule a call with your customer to start connecting digitally through the mobile app. During the video call, users can take digital measurements and access customer phone features including zoom and flash to capture unlimited photos. After the call, users can view a video recording of the meeting and add notes to photos. Innovative video conferencing technology assisting claims management for any industry providing much needed continuity during social distancing. During the time of social distancing and working from home, Adjustify offers a safer and faster way to process claims. Using Advanced Video Calling, users can connect with their customers and conduct on-site inspections efficiently from anywhere.Starting Price: $12 per claim -
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IBSuite
Insurance Business Applications
IBSuite facilitates the full lifecycle of insurance, from quote to bind as well as end-2-end policy administration, efficient claims handling, and billing, allowing customers to run a full-fledged insurance business as well as the ability to bring new customer journeys and digital business models to the market; quickly and cost-efficiently. Experience a personalized consultation with our insurance technology experts. Let’s delve into your unique challenges, explore opportunities, and strategize how IBSuite can empower your insurance business for growth and success. IBSuite streamlines the sales process and enhances decision-making through real-time data and analytics as well as external integrations. It enables insurers to adapt quickly to changing market conditions and maintain compliance with regulatory standards. With IBSuite you get true multi-channel capabilities and customer-centric design of new products and channels, supporting direct sales, sub-agencies, and white labels. -
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Synergis Adept
Synergis Software
Adept Software gives you fast, centralized access to your most important documents in a secure, collaborative environment that saves your business time, reduces risk, and lowers operating costs. Align your company on a common platform—a single source of truth that delivers a unified view of engineering and business content. Empower stakeholders located anywhere to quickly find the right document—regardless of where it’s stored—and improve productivity by 20 to 30%. Avoid expensive mistakes and safety issues by ensuring your workforce always finds the correct version. Improve efficiency and eliminate bottlenecks by ensuring documents automatically follow predefined approval processes. Notifications and time-based alerts keep everything on track. Design reviews and multi-site collaboration are easy with everyone on one platform. Vaults can be replicated so documents are available to everyone locally, and Adept keeps everything in sync.Starting Price: $19 per user per month -
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Docsie
Docsie
Docsie is an award-winning digital documentation and knowledge management platform based in Ontario, Canada. You can access Docsie through a SaaS web application to create & edit documentation from any location. Then, you can publish content to a dynamic knowledge portal that users can access whenever they need information! Docsie offers powerful business-grade features to write & manage product documentation: - Docsie Pilot onboarding - Custom portal design & optional training for paid plans - Internal & external portal for employees & end-users - Workspaces - Knowledge base analytics & user feedback collection - Free custom domain - Markdown import & export - WYSIWYG Editor - iFrame embed - SwaggerAPI import - Snippet, fragment, document & topic templates - Help center & in-app help interface - Guided tour builder - Version & language management - Webhooks - AI translation & content generation - Project management - RBAC/JWT/SSO for securityStarting Price: $39 per month (annual) -
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Silvervine
Silvervine
Provide your policyholders with the information and assistance they need, exactly when they need it! Silvervine Mobile features comprehensive policy information and advanced telematics allowing users to access data, file a claim and complete payments in a snap. For today's insurer, precise, real-life data is the holy grail. Silvervine Mobile features advanced telematics, equipping insurers with the important data that is essential for building superior risk models. In turn, rate adjustments can be customized based on behavioral metrics such as driver speed, braking patterns, phone usage, etc. On the flip side, the data allows mobile app users to better understand their driving behavior and analyze driving patterns. Silvervine Mobile seamlessly integrates with our state-of-the-art Evergreen policy administration system. Thanks to the system's versatile and progressive technology, Silvervine Mobile can be connected to any policy administration system, regardless of brand. -
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Zywave’s view on technology is bigger and bolder than ever. Hear what our CEO, Jason Liu, has to say about our recent acquisition and how Zywave is driving innovation in the insurance space to help you increase efficiency and boost your bottom line. Find out how our technology puts time back in your day and allows you to focus on what’s most important – advising your customers. Using our sales management and client delivery solutions, combined with our unparalleled content offering, you can deliver an exceptional customer experience. Break the mold of the traditional benefits broker. Whether you need help with health care analytics, compliance, content, or HR, we have the solutions you need to be a trusted advisor. Become an indispensable consultant to your customers. Use our risk management, mod analysis, compliance, and content solutions to provide strategic guidance and set your agency apart.
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37
Xpertdoc
Xpertdoc Technologies Inc.
Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems. -
38
Federato
Federato
Reduce the number of sites underwriters and staff need to visit to assess risk from 15 to 1. Surface dynamic insights on appetite, winnability, and guidelines so the best business automatically floats to the top of the underwriter’s queue. Empower underwriters to make decisions in the broader context of organizational goals and strategies. Visually monitor risk accumulations, proactively manage your portfolio, and guide underwriters toward optimal outcomes. Free underwriters and staff from the burden of mundane tasks like filling out docs and hunting for risk data and underwriting guidance. Tailor-made workflows for new business, renewals, and referrals include goal setting, performance tracking, detailed account data, and risk analysis. Our platform brings dynamic risk selection and portfolio-aware insights to the last mile in underwriting and core operations through a sleek and modern workflow designed by underwriters for underwriters. -
39
Capitola
Capitola
Capitola's platform optimizes distribution efficiency through placement process automation and AI-driven risk appetite matching so that broker teams can focus on what they do best: strengthen relationships, expand their client base, and close more deals. By supporting property, casualty and specialty coverage lines, Capitola has your broker teams covered now, and into the future as your business grows. Modern, intuitive tools and technologies delight users, require minimal training, and easily integrate with existing systems. Superior AI-Driven market intelligence supercharges your team’s ability to find the right markets for every deal. Capitola streamlines the marketing process, eliminates repetitive tasks and manual data entry, and takes the headache out of managing complex programs. -
40
BindHQ
BindHQ
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.Starting Price: $300 / User / Month -
41
OneShield Billing
OneShield
OneShield Billing is a comprehensive payment and receivables management system tailored for Property & Casualty (P&C) insurers across personal, commercial, and specialty markets. It streamlines all aspects of the billing cycle, from invoicing to reconciliations and reporting, enhancing process efficiency, speed-to-profit, and customer service. The system manages the entire billing lifecycle, including invoice generation, tracking payables and receivables, and swiftly resolving customer and partner inquiries. Features such as web portal capabilities, built-in commission management, flexible equity-based billing, payment, and delinquency plans, and seamless integration with third-party document and payment systems significantly enhance agent and customer service levels. Available as a stand-alone solution or as part of the OneShield Enterprise suite, OneShield Billing is easily configurable and can be deployed on-premises or in the cloud. -
42
Practo Insura
Practo Insura
Practo Insura is a modular P&C insurance platform that supports the full policy, billing and claims lifecycle for carriers, MGAs and reinsurers. The platform helps teams launch new products faster, modernize legacy processes and maintain state-by-state compliance while reducing manual work and operational friction. Core Features/Modules • Policy administration (full lifecycle from issuance to renewal) • Billing & payments (premium billing, collections – describe as implemented) • Claims management (FNOL to settlement in one system) • Rating engine & quote management • Insured / policyholder portal and consumer POS • Agent portal & quote-to-bind tools • Compliance & filing workflows (state expansion, rate/form governance) • Reporting & operational analyticsStarting Price: $50,000/year -
43
Fabasoft Folio
Fabasoft
The on-premise workflow and enterprise content management system for your organization. Shape your business processes using BPMN 2.0 and benefit from platform independence. Moreover, the created process diagrams can immediately be used as a basis for automating your business processes. The Fabasoft reference architecture guarantees availability and scalability, regardless of whether your domain comprises one hundred or one hundred thousand users. Fabasoft Folio supports both Microsoft Windows and Linux platforms and offers multiple interfaces via standard protocols. Easy-to-understand access rights allow documents to be shared quickly and easily, even across departments. With apps for iPad, iPhone, and Android you also have access to your documents at any time and can read, open, edit, or add comments to them. -
44
ImageQuest ECM
Informa Software
Managing content today is much more than storing and retrieving documents. A mobile workforce demands efficient distribution. Decentralized decision making requires routing for approvals of more complex workflows, because what ultimately matters is not the document but the information it contains. ImageQuest ECM is engineered to serve small business to the enterprise level as information needs to be captured, stored, and retrieved so paper can be eliminated. ImageQuest from Informa is powerful content management software that can stand alone as a user-friendly document management system or be deployed as the core of an integrated workflow and business process automation application. Over 80% of businesses still have a need for organized, categorized, and structured content personalized for targeted audiences. 74% of businesses list "improve the experience of our customers" as a top priority- the proper support is needed. -
45
Quadient Correspondence
Quadient
Quadient® Correspondence, manage claims correspondence, in the cloud. Quadient® Correspondence is a subscription-based SaaS solution that enables insurers to create, approve and deliver regulatory compliant, accurate and personalized claims correspondence to customers across print and digital channels, with no reliance upon IT. Quadient Correspondence was designed and priced for insurers who want to further their transformation to digital, but don’t have the resources to invest in an end-to-end customer communications management (CCM) solution. Business analysts create and update templates. Claims managers and compliance experts edit & approve templates for use. Business users write correspondence using a controlled editing experience. Designated personnel review and approve correspondence for delivery. Instant delivery via email, PDF and SMS. Business users start by selecting the appropriate claims correspondence template and customizing the content within pre-defined editable fields. -
46
ALFRED Claims Automation
Artivatic.ai
Filing claims are complex and critical processes. More than 60% of people do not file complex due to its complex processes and time taking nature. Artivatic’s dedicated claims platform for each insurance vertical helps insurance businesses to enable digital claims journeys, self-claims processing, automated assessment, risk & fraud intelligence and claims payout. ONE PLATFORM FOR ALL YOUR CLAIMS NEEDS. End to End Claims Automation and Assessment Platform AUTO CLAIMS – HEALTH CLAIMS – TRAVEL CLAIMS – ACCIDENTAL CLAIMS – DEATH CLAIMS – FIRE CLAIMS – SME CLAIMS – BUSINESS CLAIMS – COMMERCIAL CLAIMSStarting Price: $10/claims/month -
47
Sapiens BillingPro
Sapiens
BillingPro is a modern, configurable billing software designed to empower Property & Casualty (P&C) insurers by providing individualized billing experiences through flexible low-code technologies. It offers lifecycle management for all P&C lines of business and billing types, supporting flexible payment plans that can be easily updated. The platform facilitates omni-channel payments and communications, enhancing customer experience. With industry-leading configurability and rules-based functionality, BillingPro streamlines billing operations by automating billing and payment processes, tracking transactions in real-time, and accurately managing fees, including premiums, taxes, commissions, discounts, surcharges, and fees. This automation reduces billing leakage and collection timeframes, improving operational efficiency. Advanced accounting dashboards provide 360° visibility into billing, collection, and payment activities. -
48
Simflofy
Simflofy
Working with companies that have 250,000+ documents, Simflofy is a powerful enterprise content management software that helps you improve productivity, reduce costs, and mitigate risk all from one centralized location. Intelligent Federation from Simflofy combines the power of federation and document management to provide you with fast answers to all of your search questions and a single place to perform your content related tasks. Offering a robust and structured mechanism for organizations to migrate their information, Simflofy Migration simplifies and quite literally transforms the way corporate content and data assets are moved to a better place. Whether delivering in-place records management, exposing legacy information to cloud-based productivity tools, or simply connecting your multiple repositories together for advanced analytics, Simflofy Manage In-place can help you change everything, without changing anything.Starting Price: $15,000 per year -
49
SCHEMA ST4
SCHEMA Group
The SCHEMA Group was established in Nuremberg in 1995 and is a medium-sized software manufacturer with more than 130 employees. The SCHEMA Group produces component content management and content delivery solutions for authoring departments creating product-related content. The SCHEMA ST4 component content management system is one of the most frequently used systems for the modularised creation of documentation, package inserts and marketing documentation. The system covers all areas of creation, versioning, variant control, translation, management and publication of product-related content – from authoring assistance during input to the finished layout for the printed catalog. A documentation portal based on Quanos InfoCube provides a central point of contact on the Internet where all technical documentation is available. Users can quickly and precisely find the right content in the entire information inventory with an easy-to-use search system. -
50
Xpublisher
Fabasoft Xpublisher
Xpublisher is the key to collaborative creation, full management and easy publishing of content in all channels, enabling the highly automated production of journals, books and technical documentation. Create, edit & review structured content quickly and easily with our online XML editor. Access all your XML documents anytime, anywhere and collaborate with other authors in real-time, regardless of their technical proficiency (Note: XML is not mandatory, you can also work with common MS Word documents.) Manage & structure your content & any additional digital assets (e.g. images, video, audio) efficiently with our digital asset management system & publishing system Xpublisher, for a highly automated, fast & accurate multichannel-publishing. Numerous leading companies are already convinced by Xpublisher. We deliver turnkey solutions to help you master these challenges, so you can create content efficiently and publish it automatically
