Tableau

tableau.com

Tableau is an analytics platform transforming the way we use data to solve problems—empowering people and organizations to make the most of their data. Tableau is the broadest and deepest, end-to-end data and analytics platform. Ensure the responsible use of data and drive better business outcomes with fully-integrated data management and governance, visual analytics and data storytelling, and collaboration—all with Salesforce’s industry-leading Einstein built right in Tableau Pulse is a reimagined data experience that makes data more accessible to everyone regardless of their expertise with data visualization tools. Tableau Pulse is available for Tableau Cloud users, and leverages the power of Tableau AI to deliver data in ways that are more personalized, contextual, and smart. Learn more at https://tableau.com/pulse Tableau Cloud empowers smarter, insight-driven decisions with fast, flexible, intuitive analytics. Experience a fully hosted cloud-based enterprise-grade solution on the world's #1 analytics platform. Tableau Prep Builder provides a modern approach to data preparation, making it faster and easier to combine, shape, and clean data for analysis.

Plaid

plaid.com

Plaid is a platform with a suite of products that enables developers to build financial applications which can interact with bank accounts, execute payments, and manage risk. It allows a user to easily authenticate and link their bank account to any application and utilize bank-like functionality out of that app. With Plaid, you will be able to develop applications that sync with users’ bank accounts to track and manage their budgets, and transfer funds. Essentially, it serves as the link between banks and financial technologies. Several noted brands like Gusto, Venmo, TransferWise, Charity Water, Robinhood, and Level Money currently use Plaid’s products and solutions. In the case of popular integrated online HR service Gusto, it uses Plaid’s automated clearing house (ACH) functionality to power its payroll direct deposit service. Other fintechs such as budgeting app Level Money utilize the platform to consolidate and clean data from user’s various bank accounts to help them manage and budget their money. In a broad sense, Plaid spans critical segments of financial services including setting up payments and validating financial data. It can help you arrange and execute ACH payments, collect transaction data, validate user’s identity, examine employment and income data, assess the riskiness of users, and embed bank integrations directly inside borrower flows. Developing your own application has never been made easier – with just a few lines of code, you can fit Plaid into whatever you’re building. Overview of the Plaid benefits: Better ACH authentication Authenticating accounts for bank-to-bank payments is made simpler, faster, and more user-friendly. You’ll be able to instantly authenticate transfers without waiting for micro-deposits as well as reduce failed transactions by authenticating and steering users toward ACH. This results in a seamless user experience since you can set up users based on information they already know, effectively eliminating checkbook hunting. It likewise boosts conversions by letting you deploy a mobile-optimized flow that converts much better. Check balances in real-time Working with financial data is simplified with Plaid. In just a few steps you can pull historical data and real-time balance, and get current and available balance info and details about account status and type. You can check in an instant your users’ balances whenever you need to make a transfer. It helps prevent overdrafts and enables pre-funding of transactions with insight into balances. Furthermore, by gaining visibility into available funds before you transfer, you prevent non-sufficient fund (NSF) fees, thereby, reducing if not outright eliminating fraud cost. Curtail bank fraud Plaid enables you to use bank data to verify identities and reduce bank fraud. You can substantiate user identities such as name, phone number, address, and email, and check the information against what’s on file at the bank. You’ll be able to know your users through simple identity check which is further facilitated by auto-fill forms based on account holder info on file with the bank. Clean & categorized transactions Money management is streamlined when you get clean, categorized transaction data that goes back as far as 24 months. You’ll have better details about transactions when placed in context with geolocation, merchant, and category information. With reliable, real-time data that stretches as far back as possible, you gain valuable insights to serve your customers better and reduce cost with low-latency connections that don’t require additional technical resources. Verify borrower assets straight from the source Borrowers can link their bank accounts in seconds to maximize conversions. You get fast processing speeds with a integrated technology that seamlessly connects Plaid into your own experience to reduce friction for borrower. Also expediting connections is the commitment to security such as the use of enterprise-grade 256-bit AES encryption that comes with regular network penetration tests and security reviews.

EZLynx

ezlynx.com

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. Let EZLynx do the work so you can focus on selling and growing your book of business. We want to earn the title of your most productive employee every single day. EZLynx drives the success of over 37,000+ agencies with: EZLynx Rating Engine EZLynx Rating Engine™ is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler. EZLynx Management System EZLynx Management System™ leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily policy downloads.

AgencyBloc

agencybloc.com

#1 Agency Recommended Management System. AgencyBloc is an agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation.

Hawksoft

hawksoft.app

Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows, refreshing experiences for staff and policyholders, and tools to build meaningful relationships. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.

Policybazaar

policybazaar.com

Compare insurance policies offered by various insurers in India & buy insurance policy online. Get instant quotes & save huge on premiums.

Yext

yext.com

Yext (NYSE: YEXT) is the leading digital presence platform for multi-location brands, with thousands of customers worldwide. With one central platform, brands can seamlessly deliver consistent, accurate, and engaging experiences and meaningfully connect with customers anywhere in the digital world. Yext’s AI and machine learning technology powers the knowledge behind every customer engagement, automates workflows at scale, and delivers actionable cross-channel insights that enable data-driven decisions. From SEO and websites to social media and reputation management, Yext enables brands to turn their digital presence into a differentiator.

MeasureOne

measureone.com

nstantly access and verify consumer data with MeasureOne. The most comprehensive and dynamic platform on the market with industry-leading coverage spanning multiple geographies and a rapidly growing list of 15,000+ data sources, MeasureOne provides businesses with access to insurance, tax, income, employment, education data, and more. Discover the powerful combination of consumer-permissioned data and automated document processing for your consumer data needs.

YuLife Employers

yulife.com

Recognised as one of the UK's fastest-growing tech companies, YuLife is an innovative insurance benefit dedicated to helping companies transform traditional insurance into a proactive tool for employee wellbeing. The YuLife app combines wellbeing benefits, rewards, and group insurance (including Health, Life, and Income Protection) into one easy-to-use platform, empowering companies and employees to prioritise everyday wellbeing, foster a high-performance culture, and drive sustained health and productivity.

Clik.ai

clik.ai

AI-Spreadsheet automation software for multifamily and commercial real estate underwriting. The platform is used to automate financial modeling and spreadsheet analysis for commercial real estate and multifamily properties. Lenders, brokers and investors can take their spreadsheet model and automate loan sizing, loan servicing analytics and IRR modeling using Clik.ai. Store Rent Comp and Deal Analytics within their dashboard. For software companies, they can self host our SmartExtract Rent Roll and Cashflow document analytics white label private hosted APIs within their servers & infrastructure.

YuLife Employees

yulife.com

Recognised as one of the UK's fastest-growing tech companies, YuLife is an innovative insurance benefit dedicated to helping companies transform traditional insurance into a proactive tool for employee wellbeing. The YuLife app combines wellbeing benefits, rewards, and group insurance (including Health, Life, and Income Protection) into one easy-to-use platform, empowering companies and employees to prioritise everyday wellbeing, foster a high-performance culture, and drive sustained health and productivity.

Zinnia

getzinnia.ai

Zinnia is the AI Copilot that transforms the way Account Executives work, offering personalized insights, workflow automation, and data-driven recommendations to close more deals in less time. Sales plays are not one size fits all - and they don't have to be. Zinnia creates sales plays personalized to your specific prospect at the click of the button. By equipping you with curated talking points, discovery questions, objection handling techniques, personal prospect bios, and research-backed sales strategies, your reps will close more deals in less time.

Quandri

quandri.io

Quandri is a leading provider of AI-powered automation solutions for insurance brokerages and agencies across North America. Quandri automates time-consuming and repetitive tasks, including renewal reviews, document naming, and the daily download process. By deploying Quandri's AI-powered robots to handle resource-intensive tasks, brokerages and agencies unlock the potential of their workforce, empowering employees to channel their expertise and time toward more impactful, valuable, and revenue-generating work. Quandri increases operational efficiency, allowing businesses to scale efficiently and to have their best people focus on where it matters more – with their clients.

Acturhire

acturhire.com

Acturhire is a job board built for actuaries. Browse through top jobs from the best employers in the actuarial field. Acturhire connects actuarial candidates with positions in leading companies. Acturhire has internships, graduate, part-qualified and qualified roles for actuaries working across Life, Non-life insurance, Retirement and Health.

Penbox

penbox.io

When your customer interacts with your insurance company or broker office, more than 80% of interactions end up with you requesting additional information or documents. This leads to your customer and employee trying to complete the process with a ping-pong of emails. Our secure platform provides a convenient link that allows customers to easily submit necessary information online, directly from their desktop or smartphone. Penbox doesn't just improve the efficiency of your exchanges with customers; it also ensures compliance with GDPR regulations and helps close audit points. Best of all, our platform can be up and running in a matter of weeks, not months or years. With Penbox, you can expect efficiency gains of up to 50%, as well as an impressive 82% completion rate for forms sent. Not only does this increase productivity, but it also leads to higher levels of customer satisfaction (currently rated at 4.2 out of 5 stars) and improved employee satisfaction. So why waste time with inefficient and outdated processes? Switch to Penbox and see the difference for yourself.

AgentMethods

agentmethods.com

AgentMethods is the leading website marketing platform for independent insurance agents. Thousands of insurance agents have turned to AgentMethods to grow their sales with our easy to use websites, email campaigns, and managed social media.

LeO

meetleo.com

Gain access to 40M businesses, Using LeO producers gain valuable business, contact, and insurance information within seconds. Insurance information-- Workers Compensation - X-dates, carrier, broker,. EINs, revenue, number of employees, 5500, OSHA violations, DOT, commission amount, and bond information. Contact information-- email, phone, title, LinkedIn profile.

Limit

limit.com

With cutting-edge machine learning, Limit is the first company to offer an all-inclusive AI chatbot suite that is here to address all facets of the commercial insurance quote, review, and bind processes. We enable you to close deals faster, minimize errors, and equip you with powerful insights to optimize your sales.

Tarmika

tarmika.com

Tarmika is a single entry solution designed to streamline the commercial quoting process. Our technology enables insurers to expand distribution channels, gain new business and provide enhanced customer experience.

Agent AI

agent-ai.net

Automate your success with our AI all-in-one business and lead management platform, designed to help life and health insurance agents close deals and recruit every step of the way.

Certificial

certificial.com

Certificial is the patented, leading, dynamic Certificate of Insurance (COI) platform transforming the insurance verification process by using real-time data to ensure businesses have continuous, compliant coverage. By combining certificate issuance and compliance management into one simple platform, Certificial eliminates risk, ensures compliance, and reduces costs for every stakeholder in the COI process. Unlike other solution providers in this space, Certificial encompasses the entire process of creating and distributing smart COIs by enabling agents and insureds the ability to provide third parties with continued access to coverage information, acting as an extension of the system of record to certificate holders.

Pathpoint

pathpoint.com

Pathpoint enables retail agents to quote, bind and issue small commercial E&S risk faster and more easily than ever before. Receive multiple bindable quotes for contractors, vacants, lessor’s risk only, and cyber liabilities in as little as 4 minutes. Get immediate access (without an up front appointment) online, 24/7 and know you have humans to help when you need them.

Pathway

pathwayport.com

Intuitive automation solution for insurance agencies and brokerages. Since launching in 2016, Pathway's founders have been on a mission to help brokerages automate and digitize insurance to better serve today's mobile policyholders. In short, the Toronto-based software provider has become the top choice for some of Canada's, the US, and the UK's largest brokerages. With 4 core products to choose from–including Office Bot, Marketing Bot, Form Builder, and Self-Service Kiosk – Pathway has an affordable solution for large and small insurance brokerages. - Office Bot streamlines renewals, automates billing processes, and delivers policy documents. - Marketing Bot helps insurance brokerages focus on growth using online reviews, cross-selling, and much more. - Form Builder turns all PDF questionaries and applications into convenient online forms. - Self-Service Kiosk simplifies how clients access their information. From answering questions, sending policy documents, and solving problems that policyholders can instantly access. All 4 products arm insurance brokerages with the tools they need to thrive in the increasingly competitive insurance industry.

Skopenow

skopenow.com

Skopenow is an elevated people search engine for discovering fraud and evaluating risk. Its integrative platform identifies, collects, and analyzes public information on people and businesses by scouring millions of sources and data points.

Middesk

middesk.com

Middesk provides infrastructure for businesses to establish trusted relationships. With a suite of identity products, we help companies across the US verify their commercial customers, while making it easy for growing companies to register with state agencies.

PolicyFly

policyfly.com

MGA's, MGU's and insurance companies depend on PolicyFly to grow their distribution and elevate their efficiency by transforming existing programs or launching new ones. PolicyFly provides the most intuitive application experience by accepting submissions online, by email and by document-data ingestion. Bolster application and underwriting quality with numerous 3rd-party data integrations. Our configurable rating system and flexible rating integrations elevate your underwriting speed.

AI Insurance

aiinsurance.io

AI Insurance builds artificial-intelligence backed software for running an insurance company. By introducing digital workflows and predictive analytics into the 300-year-old insurance space, AI Insurance is helping incumbent insurers run like InsurTechs.

Canopy Connect

usecanopy.com

Canopy Connect helps insurance agents get reliable insurance information from their prospects in less than a minute. Simply send a custom Canopy Connect link that enables prospects to import insurance information directly from their current carrier. Immeasurably faster than waiting on your prospects to find and send this on their own. In your dashboard, you'll see current coverages, premiums, deductibles, and declaration pages so you can provide personalized, accurate quotes or verify insurance coverage.

RiskRevu

riskrevu.com

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 allows them to prefill them with data which saves their clients time. The forms are built by licensed agents and incorporate conditional logic to capture important risk details. The data responses are emailed directly to users after completion and are also stored in the platform. RiskRevu offers three types of forms: 1) Risk Evaluations - gather updated risk information from existing clients (ie. renewal questionnaires). 2) New Policy Forms - gather information from prospects and clients about new insurance needs. 3) Service Forms - streamline data gathering for various insurance service functions (ie. adding a car to a policy).

Agentero

agentero.com

Agentero is the agency network that gives independent insurance agents carrier access and easy to use technology to modernize their agencies.

Broker Buddha

brokerbuddha.com

Broker Buddha helps Insurance Brokers & Agents win more business by moving the application and renewal process into an interactive, customer-friendly online experience.

InsurGrid

insurgrid.com

InsurGrid provides the tool for insurance agents to automate the way they collect personal lines declaration policy summaries from their prospects and customers. InsurGrid lets you instantly collect this information to prepare a new quote. Make buying insurance effortless for your clients with InsurGrid.

PerfectQuote

perfectquote.io

PerfectQuote is Group Insurance CPQ that helps benefits brokers and general agents procure, analyze and sell benefits insurance faster, error free and without any need for data entry. PerfectQuote is cloud-based software that supports a broker's entire book of business with small/large group medical and ancillary product lines, powerful contribution modeling, and works with all insurance carriers. Used by Top 50, Regional, Local firms, PerfectQuote is changing the benefits industry!

Ennabl

ennabl.com

ennabl is a company dedicated to helping Insurance Brokers get value from their data to increase productivity and profitability. Our platform gives brokers access to all of their data from their AMS, CRM and Email Systems in a single place, where we automatically de-dupe, standardize, merge and enhance the data with external sources. Brokers can either use their own tools to analyze the data or use the ennablDECISIONS tool to better understand their business.

LineSlip

lineslipsolutions.com

LineSlip Solutions is a software company dedicated to bringing the digital revolution to the risk and insurance world. Our innovative Commercial Insurance Risk Intelligence (CIRI) software converts program documents to data-rich dashboards, giving risk executives instant access to the information they need to stay empowered and effective. The long-overdue upgrade from tedious, paper-based processes means faster reporting, clearer stakeholder communication, fewer errors, and more capacity for strategic leadership.

Quantemplate

quantemplate.com

Turn all of your insurance data sources into insights you can trust with Quantemplate's data integration, automation and analytics platform. A complete data preparation solution for insurance professionals, automating data clean-up, then performing calculations, augmenting with external data and doing validation checks – all without writing a single line of code.

QuickFacts

quickfactsinc.com

Your team will have access to in-depth comparison resources that house information for the insurance carriers that your brokerage represents. This saves your team an abundance of time - no more logging in to individual insurance carriers’ portals and endlessly searching manuals to compare commonly asked questions for your clients! Search, surface, and compare information from all carriers that is otherwise incredibly difficult to find, including contacts, decline rules, bulletins, wordings, forms, manuals, links, binding guidelines, and payment resources, all in a single page.

Atidot

atidot.com

Atidot is an AI cloud-based platform, tailored specifically to the needs of the life insurance industry, enabling insurers to grow their customer's Life Time Value and create new revenues. Insurance companies today struggle to understand their customers as much of the data they collect is not accessible for decision making. Atidot’s technology solves this pain point by augmenting company data with external sources and running predictive models which generate accurate insights and help identify pockets of untapped opportunities for the business to leverage.

ePayPolicy

epaypolicy.com

Over 7,500 insurance companies trust ePayPolicy to speed up inefficient payments with an easy-to-use, connected platform. Secure ACH and credit card payments, daily check collection and payables network tools, all within a single dashboard. Featuring time-saving management system integrations, ensuring your accounting team is just as delighted as your customers.

DaisyBill

daisybill.com

DaisyBill gets health care providers paid quickly (and correctly) for workers' comp services. With dedicated software and services, daisyBill takes the hassle out of: - authorization - reimbursement calculation - bill submission - appeals -...and more! From fee schedule calculators to fully managed billing, daisyBill offers the tools providers need to cut through the complexities of workers' comp revenue management. Our software automatically tracks the life cycle of every bill and request for treatment authorization, so practice staff know when action is needed. Payment accuracy is monitored so your practice knows when to appeal, increasing revenue. Spend less time and fewer administrative resources on workers' comp billing - let daisyBill make it easy.

Aclaimant

aclaimant.com

Empower your employees to drive productivity and reduce the total cost of risk with the RMIS built to deliver insight and results. We automate the risk management function from incident inception to claims closure and digitize proactive safety forms such as JSAs, JHAs, Observations, and inspections. At our core, we are a powerful workflow system that can standardize business processes and enable collaboration for incident reporting, investigations, and claims reviews while providing real-time analytics.

Cover Whale

coverwhale.com

Insurance platform that reduces costs and improves speed and safety in transportation insurance, offering specialized underwriters to provide competitive rates and fast service for trucking companies.

myCOI

mycoitracking.com

Founded in 2009, myCOI is a complete Certificate of Insurance (COI) software and service solution. Powered by next-generation technology, including artificial intelligence, myCOI is an easy-to-use cloud-based platform developed to protect organizations against costly claims and ensure end-to-end compliance. Packed with automated technology, backed by insurance experts, myCOI provides a single solution to streamline COI management, track compliance, and provide risk reporting for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. That's COIs, simplified.

TrustLayer

trustlayer.io

TrustLayer is an automated insurance verification and Certificates of Insurance tracking software that helps companies verify insurance coverage of their business partners. TrustLayer helps protect businesses from costly claims and lawsuits that can cost businesses millions. Verify that Certificates of Insurance (COIs) collected actually meet specified requirements and represent valid and current insurance policies helps increase insurance compliance and decrease risk.

Jones

getjones.com

Jones Software is the simplest liability solution ever made for real estate. Find, manage, check compliance, and approve any vendor or tenant - in a matter of minutes, all in one place. No hassles. No costly mistakes. 10 minutes a week.

Koop

koop.ai

Deep Tech startups use Koop to unlock commercialization by achieving SOC 2, ISO 27001, HIPAA compliance and procuring liability insurance in a single platform

Proformex

proformex.com

Proformex is a data and technology platform purpose-built for financial professionals and institutions to manage life insurance and annuity assets. With deep data and technology expertise, Proformex connects customers to critical information about their life insurance and annuity businesses and helps them make better informed, data-driven decisions. With Proformex, financial professionals have the technology tools needed to proactively manage life insurance and annuities and enhance value for their clients.