Starting Price

Best For

Suitable for independent insurance agents and small to large agencies.

Not provided by vendor

Rating

Ideal number of Users

1 - 499

Not provided by vendor

Ease of Use

• "This software is very easy to use and has all the features we need to manage our book of business efficiently."


• "This system is very easy to use, it doesn't take much time to learn on your own BUT you don't have to since they provide on deck training."

• Not enough reviews

Customer Support

• "So easy to use and the customer service is so helpful and always available."


• "In addition the support staff has been very helpful, even for a quick question via email or a phone call."

• Not enough reviews

Features & Functionality

• Not enough reviews

• Not enough reviews

Value for Money

• Not enough reviews

• Not enough reviews

Product Features

• check Billing & Invoicing
• close Broker / Agent Portal
• check Claims Management
• check Commission Management
• close Customer Portal
• check Document Management
• check Insurance Rating
• check Marketing Automation
• check Policy Management
• check Quote Management
• check Reinsurance Administration
• check Underwriting Management

• check Billing & Invoicing
• close Broker / Agent Portal
• close Claims Management
• check Commission Management
• close Customer Portal
• check Document Management
• close Insurance Rating
• close Marketing Automation
• check Policy Management
• check Quote Management
• close Reinsurance Administration
• close Underwriting Management

Screenshots

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

• 24/7 (Live Rep)
• Business Hours
• Online

Training

• close In Person
• check Live Online
• close Webinars
• check Documentation