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Partner XE alternatives

Paid 19 alternatives

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Partner XE is an agency management software that allows users to manage their emails, communications, and data analytics. The platform comes with amazing tools that enable the staff to achieve consistency, quality, and excellence through it. Moreover, they can manage the entire life cycle of the agency’s client relationship from pre-sales services to renewal in a unified system.

The platform allows users to manage large and complex accounts, and they can handle extensive schedules easily. It comes with a full financial management tool and enables users to control the whole accounting process. It has a document management system that allows users to manage the organization documentation system

Partner XE enables users to store, find, and retrieve documents quickly. Moreover, users can send text messages to their customers, and they can manage the conversations. Lastly, users can integrate email platforms in the software, and they can add financial reporting to it.

Ranked alternatives

1
Jenesis SoftwarePaid
Jenesis Software is an insurance agency management software that allows users to keep everything at their fingertips. The platform comes with all the features such as reports, carrier downloads, images and scanning, prefilled accord forms, and much more. It allows users to transform their agency into a digital hub.
The platform enables users to build strong relationships with their customers, and they can know them better by staying engaged with them. It helps users in managing the accounts and receiving the payments and receipts. It allows users to run their marketing campaigns through it.
Jenesis Software enables users to get an electronic signature feature that allows users to add their signatures directly from the software. It helps in the workflow automation and fast movement of every task. Lastly, it enables the staff to manage the quotes, and they can store all of the accounts data in it.
Jenesis Software alternatives
2
BindHQPaid
BindHQ is a platform that allows users to manage their whole insurance and agency work through this agency management system. The platform enables users to supercharge their sales and reduce their time to bind. Moreover, it allows users to drive efficiencies and create productive growth in the agency.
The platform enables users to free their workforce from their burden, and they can work from any time anywhere. It allows users to access new carrier markets, and users can sell insurance products directly from the platform. Moreover, it offers underwriting and support services and helps in policy administration.
BindHQ helps users in the management of accounts and allows users to optimize their workflows. Moreover, it enables users to get insights and reports, and users can manage and administer all of their programs. Lastly, it allows users to integrate different other features in the software, and they can get reports on anything.
BindHQ alternatives
3
NowCertsPaid
NowCerts is an agency management platform that allows users to manage certificates and commissions. The platform comes with a complete commission tracking system that helps in the payment of the interests and commissions to their employees. It allows the customers to issue their certificates, and this thing can take the load off the shoulders of the management.
The platform comes with an intuitive interface, and the software is easy to learn and use. It keeps everything secure with an encryption and authentication system. The software offers a task manager to agents to help them create a project, assign tasks, and much more.
NowCerts helps users in the management of invoices, allows them to make payments easily, and they can issue receipts. Moreover, it enables users to sync all their emails, and they can run different quotes. Lastly, it sends reminders to customers and employees when the renewal day is near.
NowCerts alternatives
4
AgencyBlocPaid
AgencyBloc is an agency management software that helps the life and health insurance agencies secure and grow their businesses. The platform comes with commission processing and integrated sale automation features. It enables users to manage the business from any place they want, and they can access all the data and reports on their clients easily.
The platform also comes with a CRM solution that allows users to keep track of their clients and prospects and helps them to stay connected with them. Moreover, it enables managers to process commissions of their employees and send them directly to their bank accounts.
AgencyBloc allows users to automate all the follow-up tasks, and the managers can track their agents and view their progress. Moreover, it enables the agents to send lead forms to their clients to get information about them. Lastly, users can keep all the important searches and tabs on their fingertips.
AgencyBloc alternatives
5
HawkSoft CMSPaid
HawkSoft CMS is a platform that comes with an insurance agency that allows users to manage the whole process of insurance. The platform has an agency management software that arms users with the communication tools which they need to build up relationships with their customers.
It enables users to build history against each of their customers and track the interactions of employees. The platform allows users to design the agenda of the staff daily, and managers can view the health of their business. The software helps in the management of documents to keep the policies updated.
HawkSoft CMS comes with a consistent system of procedures and offers documentation across policyholders and multiple carriers. It allows users to access the data instantly, and they can create reports through it. Lastly, users can access them from any place, and they can grow their book by adding as many leads as they want.
HawkSoft CMS alternatives
6
PatchFree
Patch is a news platform that allows users to know what is happening around their area. Users will get all the top news from these websites, and the platform actually supports local news. The platform comes with a feature that allows users to get the news straight to their email address.
The interface of the website is simple. Users can make an account on the platform and can advertise different products. Moreover, it allows users to post news on the platform which other people can easily access. To view the news on the platform is free of cost.
Patch allows the users to write the name of the town or the zip code of which they want to know about the news. The platform enables users to comment on the news and share it on different platforms. Lastly, it comes with a mobile application through which users can access it.
Patch alternatives
7
MobinsurePaid
Mobinsure is an insurance agent software that helps the agents to get their deals in a significant way and manage the whole system easily. The platform comes with a dashboard that allows the agents to view all of their clients and their deals through it.
Mobinsure also allows the agents to keep an eye on all the missed renewals through the follow-up system, and customers can get automatic renewal reminders through it. The platform allows agents to calculate the premiums of life and health products of selected insurers who have a new business.
Moreover, it also enables users to send the quotations to customers online, and it comes with an automated SMS feature. Mobinsure helps the agents to take care of the customer relations by whishing them on important festivals and occasions. Moreover, it offers different message options from which agents can select which one they want to send.
Mobinsure alternatives
8
TigerlabPaid
Tigerlab is an insurance provider platform that helps users to manage all of their tasks related to insurance. The platform supports all the business functions with high-speed processing, and users can use the customer-relationship management centric approach. It comes with a policy management tool that allows users to manage the entire lifecycle of the policy from beginning to the cancellation process.
The platform allows users to gain an overview of policies within the organization, and they can view all the contextual information about their customers. It comes with a claim management system that has built-in workflow systems and allows users to manage all of their communications.
Tigerlab helps the agents in the case management by viewing, adding, and editing claim information in one central location. Users can calculate the repayments which are bound with the claim and policies. Lastly, it offers real-time analytics and reporting to users on the business.
Tigerlab alternatives
9
InsureqlikPaid
Insureqlik is an insurance software that allows users to manage the whole insurance process, and it has all the tools which a broker needs to grow and thrive. The platform comes with policy management software that offers end-to-end policy administration solutions to a wide range of insurance classes.
It provides an efficient reporting tool that users can use to get timely information about their clients and helps in making accurate decisions. The platform has a sales management and a CRM solution, which helps the agents to promote their sales of packages and build better relations with their clients.
It comes with customizable pay plans and credit card capabilities that satisfy the agents, policyholders, and carriers. Insureqlik offers pre-configured access for both agents ad policyholders to get their hands on the data and maximize their productivity. Lastly, it is all digital, and users do not have to fill papers.
Insureqlik alternatives
10
SohamLifePaid
SohamLife is an insurance management software that enables users to run a complete insurance business life cycle in a reliable and quick environment. The platform offers different modules such as underwriting, policy administration, claims, reinsurance, and some others. It helps users know the agents, brokers, and their policies easily through the intermediary management system.
The platform allows users to categorize the customers, capture their details, and helps them in defining which customer is active and who is inactive. Moreover, it has an underwriter feature that streamlines the underwriting work and allows the users to evaluate the risks faster.
SohamLife offers policy administration capabilities that allow users to handle manual policy termination. The software enables users to configure company-specific product rates, discounts, and risks with them. Lastly, it has a claim management module that offers a 360-degree view of the policy and business and allows users to manage accounts.
SohamLife alternatives
11
Attune ClaimBookPaid
Attune ClaimBook is a platform that offers a way to get perfect claims management system that has a faster claim settlement rate. The platform comes with a stress-free insurance desk which offers all services through digitization and improved efficiency. Moreover, it helps in lessening the false or disallowed claims and provides a complete, correct submission process.
The platform comes with a minimal manual processing feature through an automated data import, ensuring error-free submissions. It saves time and resources of users when it comes to manual entry of data and eliminates the possibility of human error.
Attune ClaimBook allows users to manage all claims-related communication from a single place, and it requires minimal training because of its simple interface. The software helps in keeping the claims moving and improves adherence to SLA. Lastly, it sends notifications to users to keep them informed about everything that is going on.
Attune ClaimBook alternatives
12
ArtivaticPaid
Artivatic is a platform that offers digital insurance to users and comes with smart underwriting features, automatic claims technology, and other such tools. The platform is powered by an API gateway that helps in driving innovation and collaboration in the whole insurance management process. Users can manage the individual risk assessment, new-age product offerings, dynamic pricing, and many other features.
The platform comes with all the powers, such as managing the early claims and creating profiles of their clients. Its bleeding-edge technology with AI allows users to build scalable and reliable financial and Insurtech systems.
Artivatic helps businesses to reduce labor costs, enforce policies, and allows them to improve the quality of customer experience. Users do not require any code to integrate different features in the system. Lastly, it offers 360-degree data intelligence to users to help them capture and analyze complex individual product activities through any channel or device.
Artivatic alternatives
13
PremiaPaid
Premia is an insurance platform that offers end-to-end integrated insurance solutions to users for seamless processing and delivery of insurance services. The platform comes with the capabilities of a multi-currency solution and offers support to different languages to help people from all around the world to analyze the risks and refines the business processes.
The software covers all insurance operations from underwriting to claims management and streamlines the end-to-end flow of customized business documents. It comes with a fully-featured underwriting module that allows users to understand and analyze risks faster. It helps users to bridge the gap between insurance companies, channel partners, and customers.
Premia offers many other features, such as medical underwriting, agency management, auto-financial accounting, and many others. It comes with integrated risk analysis tools that allow users to stay alert about particular insurance processes. Lastly, it offers dynamic tools that can be easily adapted to any business requirements.
Premia alternatives
14
CRMNEXTPaid
CRMNEXT is a platform that allows users to rethink their ways of engagement and helps them to build an effective system of CRM. The platform allows users to capture every lead and referral from all the channels and allows them to manage under a single platform. It enables users to make their services reach their customers faster and helps in resolving their issues quickly.
The platform enables users to combine the power of big data, behavioral analytics, and helps them in transforming cross-selling into a precise science. It helps users to automatically allocate leads and referrals through business rules, including the location and expertise.
CRMNEXT enables users to create end-to-end instant gratification customer journeys that are powered by an agile visual process. Moreover, it comes with analytics that allows users to get all the insights on their system to make necessary decisions. Lastly, users can integrate customers through social platforms.
CRMNEXT alternatives
15
NextAgencyPaid
NextAgency is an agency and insurance management software system that allows users to manage all aspects of the health agencies and provides the insurance brokers an unfair advantage by overall improving efficiency. It comes with robust CRM, insurance agency, and commission management tools, which help in saving time and money.
The platform allows users to demonstrate their value with free benefit portals, and users can keep commitments with workflows. Moreover, it helps in organizing, managing, and sharing agency data in a single place. All the documents are always available to users without any hassle. Users can get insights from reports which they can create with a single click.
NextAgency enables users to manage the complete CRM system and allows users to keep their customers engaged. Agents can send personalized messages and greetings to their customers. Lastly, agents can manage, track, and report all the benefits of their clients.
NextAgency alternatives
16
SureFyrePaid
SureFyre is a platform that offers a configurable underwriting automation software that eliminates the manual work and maximizes the efficiency of an MGA or carrier. The platform helps in fast quotes, easy submissions, and more sales. Its no-code configuration capability allows users to automate virtually any line from full automation to high-touch underwriting.
The platform comes with a data capture that allows users to validate data automatically, and they can track everything through it. Its rate and quote feature allow users to submit their quotes instantly, and they can integrate any web-based rater in the system.
SureFyre enables users to generate and send full policy documents for any line of business and helps users in cancellation and renewals of policy. It helps in streamlining the whole submission process, and users can access all the data they need. Its workflow automation capability supercharges the team and maximizes their speed of work.
SureFyre alternatives
17
InslyPaid
Insly is an insurance software that allows brokers and agents to manage all the complex insurance process of a business. The platform comes with an easy-to-use interface that enables agents to navigate between policies, claims, and other invoices easily. Users can get started simply by signing up and can start adding all of their clients one by one.
The platform comes with different guides and tutorials that help the agents to solve any problem if it comes. It has online cloud storage that allows users to keep all of their data safe, and they can access it anytime from anywhere.
Insly offers personal support to users to help them perform better. It comes with a full-featured policy administration process that allows users to manage all policy changes and claims. Lastly, it enables users to store the documents, automate renewals of policies, issue and send invoices and track payments throughout the process.
Insly alternatives
18
EZlynxPaid
EZlynx is a platform that comes with a comparative insurance rater that allows users to compare the data of different companies at a single time, and they do not have to add data every time. It comes with an updated and easy-to-use interface that allows users to get a complete quoting process with easy steps.
The platform comes with a real-time quoting capability and covers the whole state carriers in this regard. It enables users to generate a quote for multiple users with a single time entry of data. It helps to protect the customers by keeping their communication channels secure with the company.
EZlynx helps users in streamlining the renewals processes, and users can update the risk information anytime. Moreover, it helps in increasing productivity with templates that users can use for filling the quotes quickly. Lastly, it keeps all the data secured and save on the cloud system.
EZlynx alternatives
19
Applied RaterPaid
Applied Rater is a platform that comes with cloud-based insurance rating and quoting solutions. The platform helps users and businesses to present their insurance rates to their clients. It allows the agents to enter the data of any company for a single time, and they can integrate the software with their website and other management systems.
The software comes with an integrated proposal feature and allows users to compare the rates of different companies. Moreover, it helps in auto-verifying prospects and customers, and its built-in templates to reduce the work and time of users.
Applied Rater allows users to pull all the data about the customers and get the rates out of it. The software comes with paid services, and the support is provided through phone and email. Lastly, users can handle any amount of proposals coming to the platform, and it helps in increasing the productivity of users.
Applied Rater alternatives