Alternatives to Bold Penguin
Compare Bold Penguin alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Bold Penguin in 2026. Compare features, ratings, user reviews, pricing, and more from Bold Penguin 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
Verity
VRC Insurance Systems
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.Starting Price: $150/user/month -
3
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 -
4
Guidewire
Guidewire Software
P&C insurers need a platform that helps them engage personally, innovate freely, and grow efficiently. At Guidewire, we are utterly committed to your success. We combine digital, core, analytics, and AI to deliver our platform as a cloud service. And with the largest R&D team, services team, and partner ecosystem in the industry, we continually evolve and innovate to meet your needs. Maybe that’s why more than 450 insurers, from new ventures to the largest and most complex in the world, run on Guidewire. Truthful relationships with customers, prospective customers, partners, investors, and each other. Communicating through clear arguments, building excellent quality products, and making decisions carefully on the basis of factual evidence. Chosen by more than 450 insurers, from new ventures to the largest and most complex in the world, Guidewire is the most trusted platform in the industry. -
5
CoverWallet for Agents
CoverWallet
CoverWallet For Agents, an Aon Company is a technology platform that provides Insurance agents with a single point of entry to access multiple carriers and lines of business. It gives agents a fast, simple, and efficient solution to provide commercial insurance to businesses simplifying the way Insurance agents and agencies quote their customers - Single streamlined application - Compare multiple, bindable quotes - Online bind - Manage accounts on one central online platform. One application for multiple lines of business including General Liability, BOP, Professional Liability, and more. As you enter information, the application prefills answers to questions and skips unnecessary information to save you time. Compatible on devices including mobile, tablet, or desktop. Instantly compare quotes from multiple top national carriers, no appointments needed. Recalculate quotes and adjust coverages, limits, and deductibles at the click of a button. -
6
TBW (The Broker's Workstation)
Rival Insurance Technology
TBW (The Broker's Workstation) Integrated Management System is a true fully integrated SEMCI solution for insurance brokers across Canada. The Broker’s Workstation (TBW) is a fully integrated suite of automation tools designed to support the operations of property and casualty insurance brokers and agents. Built with CSSI's industry-leading, real-time technology, TBW is continuously enhanced to help brokers stay competitive and better serve their customers. TBW integrates the following components within one system, allowing the broker to maximize efficiencies: IntelliQuote Rating and Underwriting. IntelliQuote is a rating, quoting, and underwriting system with Home/Tenant/Condo, Personal Auto, Commercial Auto and Agro. Real-time rating and upload. CSIO application and pink card generation with direct to company upload capabilities. 1,800 Insurance Company/Region/Line rate manual supported. API rating and direct company rating available. -
7
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. -
8
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. -
9
InsuredMine
InsuredMine
Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven QuotesStarting Price: $69per user per month -
10
bluescape
Total Systems
bluescape is the latest in digital general insurance platforms. It consists of a collection of web services organised into SOA components which can be deployed as a simple quote and buy website or as a full back office policy administration platform. It comes with a broker portal, open API and analytics - all delivered via the Microsoft Stack. Through its configuration managers, bluescape allows our clients to be self sufficient in the configuration of underwriting rules, rating calculations, document donfiguration and product design/deployment. bluescape can be used on premise or hosted in our private cloud and we deliver it for our customers using a fully auditable proven methodology to ensure it delivers on our clients requirements. -
11
JAVLN
JAVLN
JAVLN intelligent insurance software. Innovative technology to transform your business. The complete insurance solution. Policy Lifecycle. Powerful administrative hub including end to end full policy management, document and claims management. Automation. Automated personalized quotes, renewals, payment reminders with SMS/Email & CRM capabilities. Time Savings. Reduction in repetitive data entry, with allocated workflows and task management for increased productivity. Client Portal. Allow 24/7 online access for clients to their account, claims and policy information improving the customer experience. Real Time Data. Quality data insights, integrated insurance accounting and receipting. Quote Online. Provides clients and prospects the ability to quote, compare and buy insurance online 24/7. Multi Insurer. Multi-insurer quote and bind capabilities producing comparison documents for customer consideration. SaaS Solution. Cloud hosted software that can be accessed anytime -
12
Renewalbook
Renewalbook
You provide your clients with competitive coverage needs. And we help make shopping and renewing clients less burdensome. Accelerate your marketing submission process by shopping commercial clients to multiple carriers at one time. Shop commercial clients to all or the preferred carriers at one time without crafting any emails. Eliminate responding to duplicate underwriter inquiries by addressing all similar questions at one time within our shared platform. No more digging in your email inbox and responding to each underwriter's inquiry individually. Stay ahead with system-generated notifications that automatically follow up with underwriters. Keep underwriters informed on important renewal deadlines without lifting a finger. Always be the first to market by scheduling submissions in advance. Schedule marketing submissions to be delivered to insurance carriers at the earliest time possible.Starting Price: $500 per month -
13
BotPenguin
BotPenguin
BotPenguin is a generative no-code AI agent platform that automates customer engagement across 6+ channels like WhatsApp, Instagram, Telegram, Facebook, websites, and SMS. It offers multilingual AI agents, chatbots, and voice bots, with live-agent handoff and a unified inbox to manage real-time conversations. Designed to understand intent, BotPenguin triggers business actions automatically, helping teams reduce manual work and improve response times. With 80+ integrations across CRMs, calendars, payment systems, and AI tools, it fits easily into existing workflows. Certified for GDPR, HIPAA, CCPA, and ISO, BotPenguin ensures strong compliance and enterprise-grade security across all customer touchpoints. BotPenguin supports scalable, AI-driven communication for businesses of all sizes and also offers whitelabel opportunities for agencies and partners worldwide. Socially responsible, every subscription supports global animal welfare.Starting Price: $0 -
14
BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
15
Pega Underwriting Automation
Pegasystems
Pega’s underwriting application is designed to help carriers improve their underwriting quality and consistency, reduce operating expenses, and capitalize on new market opportunities. Its intelligent processes help carriers scale efficiently and reduce expenses by improving underwriter productivity and collaboration. Carriers can automate underwriting tasks in accordance with guidelines and bridge functional silos with robust case management, assuring complete security and auditability. In order to sustain profitable growth, commercial lines carriers need an underwriting environment that can effectively respond to market changes and deliver improved operating results. Pega's underwriting solutions are designed to help carriers improve their underwriting quality and consistency, reduce operating expenses, and capitalize on new market opportunities. Pega's unified offering helps carriers eliminate gaps in their current underwriting capabilities and modernize their technology environment. -
16
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 -
17
ASPIRE Health
Artivatic.ai
A Shared & Automated Employee Benefits Placement Platform : ASPIRE HEALTH AI & Data Analytics focused first Employee Benefit & Group Health System (EBHS) - ASPIRE HEALT, a new category of enterprise software for brokers and carriers, to do just that. A EBHS enables brokers and carriers to manage the entire placement process in one shared system. To be successful, a BPS must have three core features: Purpose-built. There’s so much nuance in our industry. This is especially true in the mid-to-large market, where custom underwriting is required on every client. An effective EBHS accounts for the specific workflows and dynamic relationships across stakeholders—brokers, carriers, third-parties, and the client. Supports the entire placement process. Whether collecting a renewal or marketing for new business, a EBHS addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation.Starting Price: $3000 per month -
18
Vertafore AIM
Vertafore
Specialized and hard-to-write risks are the foundation of any MGA, MGU, or wholesale broker’s business. Designed specifically for Managing General Agents and Managing General Underwriters, AIM centralizes your underwriting, accounting, and claims operations for a more efficient and profitable insurance business. AIM brings an intuitive solution to unique processes and transactions, functionality that eliminates duplicate data entry, real-time reporting capabilities, and integrations with industry partners. Spend less time on operations with the ability to clear, quote, bind, and invoice from a single system. Verify that invoicing, taxes, and fees are correct—so you know what commissions to expect. Simplify operations with the ability to create, track, and pay claims while monitoring for fraud. -
19
Cogitate DigitalEdge
Cogitate
Cogitate is a cloud-native digital insurance platform designed to help property and casualty insurance organizations modernize and automate their core business operations through a unified suite of AI-enabled applications. The DigitalEdge Insurance Platform digitalizes the insurance value chain by integrating underwriting, policy administration, billing, claims management, and distribution workflows into a single data-driven environment. It allows insurers, managing general agents, program administrators, and brokers to manage the entire lifecycle of insurance products, from quoting and underwriting to policy issuance, billing, and claims processing. It is built with a scalable, API-based architecture that supports integration with third-party services, enabling insurers to connect external data sources, analytics tools, and partner systems without disrupting existing operations. -
20
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. -
21
AdvantageGo
AdvantageGo
AdvantageGo helps insurance companies to look from an increasingly precarious future back to today. The difference is clarity. And profit. By bringing the future more efficiently and effectively into the present, we position insurers´ profits at the heart of their business - today, not tomorrow. Our pioneering platform and 25 years of experience mean AdvantageGo offers insurers the IT agility they need to create an intelligent digital strategy. ENTERPRISE SCALE UNDERWRITING Maximise risk mitigation – Improve Underwriter decision making with AdvantageGo’s intelligent underwriting workbench that creates clarity and insight from the analytics locked in your data. At the point of underwriting new business and policy renewals, our modular workbench provides relevant and specific internal and external data for a more informed view of risk that supports the Underwriters’ decision-making. -
22
PenguinBot
PenguinBot
PenguinBot AI is an action-first AI assistant designed to turn simple instructions into completed work by autonomously managing everyday productivity tasks. It enables users to deploy AI agents that can handle emails, schedule tasks, create documents, and run workflows automatically in the background, reducing the need for constant prompting or manual coordination. It focuses on execution rather than conversation, allowing the agent to plan multi-step actions and keep processes moving continuously. PenguinBot can operate 24/7 as a persistent digital worker, helping teams automate routine operations and maintain momentum across connected tools. It emphasizes fast onboarding and secure deployment, including the ability to launch AI agents to Azure with one click and create multi-channel assistants. Overall, PenguinBot AI is built to function as an autonomous AI employee that transforms natural language requests into real, completed outcomes.Starting Price: $20 per month -
23
Penguin
Penguin
Penguin brings freehand sketching, watercolor painting, cartoon-like rendering and technical illustration to Rhino and AutoCAD. Penguin is a conceptual, sketch and cartoon, non-photometric scan line renderer. With Penguin you can create stylized images of your models with an artistic look for enhanced graphic and visual appeal. Penguin 2.0 runs inside Rhino and has the same hardware requirements. Rhino with Penguin runs on ordinary Windows desktop and laptop computers. No special hardware is needed beyond what is required for AutoCAD. Penguin 2.0 is completely integrated with Rhino. All of its configuration dialogs can be accessed as any other Rhino dialog would be, inside Rhino properties or object properties. The dockable object properties panel updates while other commands run or while changing the selection. Penguin 2.0 supports any Rhino native object, including 2D objects like dimensions or curves. You can define specific settings for those objects like any other object. -
24
Concirrus
Concirrus
Concirrus is committed to delivering ongoing value to our customers and the commercial insurance community. Our purpose is to harness our collective expertise in commercial insurance, data science, AI, analytics, and technology to support insurance in its transition to the Internet of Things (IoT), creating a digitally empowered, profitable, sustainable and safer future for all. Our dedicated team will provide guidance and project management throughout the partnership. Concirrus believes that through better sharing of unified data and insights that are accurate and updated in real-time, everyone benefits. Reduce inefficiencies and costs within your operations. Connect brokers, actuaries, underwriters and reinsurers for effective pricing, reserving and risk management strategies. Your teams can focus on improving your responsiveness and service levels for clients. Create a customized scalable digital solution to suit your business and objectives -
25
Novidea
NOVO IDEA SOFTWARE
Advanced insurance software solutions for distributors who want increased profitability satisfied customers. Clarity and confidence for brokers, MGAs and insurers. Created specifically for insurance professionals, Novidea is the insurance software solution that turns your data into insights you can act on. With real-time visibility into every aspect of your insurance business, clear reports, and powerful analytics tools, your brokers can close more sales and improve customer relationships. We just completed a survey of brokers, agents, insurers and MGA's, and the results reveal some surprising contradictions. The report underscores how far tech perceptions are from tech reality - and how we can close the gap. We're an An end-to-end broker and agency insurance software solution that makes success simpler. One Unified View. 360-degree, front- and back-office visibility into the entire customer journey. Actionable Intelligence. On-demand insights, reports, and dashboards. -
26
FurtherAI
FurtherAI
FurtherAI is a domain-specific AI workspace designed for commercial insurance operations, automating repetitive tasks across submission intake, underwriting audits, policy comparisons, and claims workflows. It offers an AI Assistant that can read, write, compare, classify, summarize, and reason about insurance documents and data, integrated into modular workflows that mirror insurance processes. The platform is fine-tuned for policy language, underwriting rules, and regulatory norms and supports seamless integration with over 100 enterprise systems. Its architecture is modular and adaptable, whether orchestration of submissions, audits, or policy management, and it combines multiple large language models to maximize task accuracy. FurtherAI also features a human-AI interface to allow collaboration and oversight, ensuring higher precision in sensitive operations. -
27
Shift Underwriting Risk
Shift Technology
Shift Technology’s Underwriting Risk (also called Underwriting Risk Detection) is an AI-powered SaaS platform that helps insurers enhance underwriting decisions by identifying fraud, misrepresentation, premium leakage, and network-based risks in policy applications from end to end. It uses predictive models and anomaly detection to examine quotes & applications, monitor changes post-bind and during renewals, and detect identity fraud, agent gaming, ghost broking, policy hijacking, and document/photo tampering. The system integrates external data sources, offers real-time alerts, provides explainable output for underwriters (including decision context), and supports continuous learning so it adapts as new risk patterns emerge. It is designed to speed up underwriting, improve pricing accuracy, protect policyholders, reduce losses, and allow organizations to grow their books more confidently by catching risky activity early. -
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QuoteRush
QuoteRush
QuoteRUSH was created for insurance professionals by insurance professionals and is revolutionizing the industry. Our software is a simple to use rating tool that allows you to quickly quote all of your insurance carriers from a single entry screen. This rating technology enables you to get real time rates with 100% accuracy because you are working directly on your carrier's websites, so there is nothing assumed or lost in translation and your rate is calculated exactly the way your carrier wants it to be. This revolutionary software is reinventing the work flow and decision making process of quote-bind-policy. We easily integrate with any lead vendors along with all agency/lead management systems. QuoteRUSH is the fastest comparative rating software for homeowners insurance on the market. We don't support using complex algorithms or crazy future predictions about what will happen in the future, we live in the now. We only use real rates directly from the Insurance Carriers.Starting Price: $99 per month -
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Corvus Insurance
Corvus Insurance
Smart Cyber Insurance policies begin with information gathered through the proprietary Corvus Scan which helps to quantify cyber risk. This intelligence enables our team to deliver optimal pricing and coverage options within minutes. Each policy includes a Dynamic Loss Prevention™ report with detailed IT security recommendations, access to our Risk & Response Services for proactive risk management, and ongoing vulnerability alerting. Our proprietary underwriting process leverages new sources of data analyzed with machine learning to quote cyber insurance coverage for most accounts within minutes, while also providing our experienced underwriting team with tools and insights to work on complex risks. Corvus's broker platform, the CrowBar, optimizes quoting with the shortest application in the industry, enabling brokers to request and receive quotes within minutes for most accounts. -
30
raterSpot
raterSpot
Achieve Immutable Transparency for your product without needing to learn blockchain. We make it easy for insurance agents, and their development teams to get up and running. Leveraging our platform will allow you to easily scale your brand through your own offering. raterSpot is the only end to end insurance underwriting, rating and distribution platform built upon a matured micro-service platform. We enable insurance carriers and program managers unprecedented control and timelines for disseminating programs to retail and wholesale brokers at a fraction of the cost of current systems. Keep your appointments, commissions, and customers and lean on us for the technology. Sanitize and Validate with Big Data. Embed Raters Directly On Your Site. Live Chat Directly With Underwriters. Bind Online With Customer Portal. A blockchain-enabled, end-to-end insurance platform bringing value to every segment of the industry.Starting Price: $99.00/month -
31
Compulife
Compulife Software
A full-featured quoting software that gives agents the ability to quote their clients’ life insurance coverage with ease and accuracy. Includes the rates of over 100 life carriers. You can run quotes for Term, Return of Premium, Simplified Issue, and Guaranteed UL products. Add instant life insurance quotes to your website. The Website Quoter easily integrates with your current website and will automatically adapt to any screen size to look perfect on all devices. You can control what life companies that you want to quote and set the e-mail address where you want any leads to go. The Compulife Basic Quoter will let you run life insurance quotes on any computer, tablet, or phone that is connected to the internet. It is fully responsive and can be used on any device such as a PC, MAC, iOS, Android, etc.Starting Price: $180 per user per year -
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LifePipe
iPipeline
Easy access to products, rates, and underwriting guidelines. Provides rated quotes, increasing placement ratio. Optimal quote accuracy with underwriting functionality via carriers’ unique guidelines. Set expectations early; enter basic data and up to three impairments to receive quotes from top carriers. Prefill carrier drop tickets and e-Apps, creating a seamless quote-to-apply experience and reducing data entry errors. White label your web quote engine or build a custom site using our quote API. Prefill carrier drop tickets and e-Apps, creating a seamless quote-to-apply experience and reducing data entry errors. White label your web quote engine or build a custom site using our quote API. Set expectations early; enter basic data and up to three impairments to receive quotes from top carriers. -
33
PenguinData
PenguinData Workforce Management
Workforce Management Software that’s easy to use, web-based, and modular so that you can pick what fits your business best. Our data center is networked for maximum reliability, keeping your data safe and preventing downtime. When you partner with PenguinData, our staff becomes your staff, providing ongoing technical support and training. PenguinData works, but don’t just take our word for it. See who is using PenguinData and read what they have to say. We address your unique challenges because we have faced those same challenges. Managing a workforce with all of its extensive requirements is a unique challenge. We effectively address the issues to help you effectively manage personnel for any mobile service industry segment. From work order entry, to invoicing and payroll, we have it covered. -
34
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 -
35
ClaimSuite
Whitespace Software
The Whitespace Platform is the truly digital platform for the global (re)insurance marketplace. Contracts created and processed using Whitespace are made entirely of data. When digital data is used as the vehicle for risk transfer (not Word or PDF documents), the potential benefits of digital transformation of your business become realizable. And the possibilities are endless. Increases in speed, accuracy, availability, and quantity of in-depth data for risk analysis, all provide significant benefits to Brokers and Carriers. Above all, insurers act in the interests their customers, for whom a digital connection can mean real-time access to the risk placement, quicker payments and faster responses on claims. The complete end-to-end process is supported; with Whitespace, brokers and underwriters create risk submissions, collaborate on contracts, communicate via real-time instant messaging, request and provide quotes, bind, sign and endorse (re)insurance contracts digitally. -
36
Verisk A-PLUS
Verisk
A-PLUS™ Personal Lines Loss History Solutions by Verisk provide insurers with customizable tools to access up to seven years of loss and claim data, aiding in accurate underwriting and rating decisions. These solutions offer flexible options, including full reports regulated by the Fair Credit Reporting Act (FCRA) and the Claims Activity Profiler (CAP), an indicator of claims activity at the point of quote. By integrating A-PLUS into their workflows, insurers can enhance initial quoting accuracy, reduce unexpected premium changes at binding, and improve the overall customer experience. The system's proprietary algorithm ensures comprehensive claim capture with minimal required input, streamlining the underwriting process. Additionally, A-PLUS offers enhancements like access to over 300 million crash records, bridging gaps in loss history reports and providing a more complete view of an applicant's risk profile. -
37
PerfectQuote
PerfectQuote
PerfectQuote is Insurance CPQ to help brokers and general agents sell faster by eliminating the mind-numbing data entry required to sell and renew insurance. PerfectQuote® supports several lines of coverage, including ACA/Small group medical across all 50 states and large group medical, dental, life, and disability products with the industry's most popular carriers. The PerfectQuote® experience provides for error-free plan analysis, robust comparison tools, and enrollment and contribution modeling and offers the ability to easily export plan details to a streamlined spreadsheet or present online in today's new environment. Easily analyze hundreds of plans in seconds to help your clients find the best plan at the lowest price. Quickly export to our streamlined spreadsheet or present online. Show medical and ancillary lines of coverage without the hassle. Clearly see increases and decreases for key decision points across a variety of benefits.Starting Price: $129 per month -
38
QuoteClick
QuoteClick.com
QuoteClick.com provides a web-based insurance rating software product offering quotes for individual and family dental insurance plans in all 50 states. The insurance comparative rating software automates rating management and policy underwriting for insurance agencies and companies. The website integration is nearly seamless and you can enjoy the benefits of online rating at your client's fingertips. We provide an agent link for your website which brings them to a landing page so they can enter their zip code. The dental plan results are then displayed from the least to most expensive monthly rate. The client selects a plan, reviews the dental services and completes an online application. We then form-fill the application or automatically upload the order to the dental plan company with your agent code.Starting Price: $19 per month -
39
Bond-Pro
Bond-Pro
Bond-Pro’s fully integrated enterprise software suites enable Surety professionals to streamline and automate the entire life cycle of Commercial, Bid and Contract Bonds. Newly engineered from the ground up, utilizing state-of-the-art, high performance technology and architecture: multi-tier scalable, fully web based, responsive, zero footprint client, services oriented architecture, and conforms with the latest information technology, security & compliance best practices. A streamlined, easy-to-use, interface accessible anytime & anywhere by geographically dispersed executives, underwriters, CSRs, agents, and direct principals via an internet connection and web browser. Commercial, Bid, Contract & Fidelity Bond Lifecycle Management tightly coupled with Account Lifecycle Management within a single system and one unified interface eliminating the large overhead associated with maintaining multiple systems that are traditionally siloed and not integrated. -
40
InsuraCRM
Damco Solutions
InsuraCRM, a fully-functional insurance CRM software, unleashes the power of automation and enables insurance agencies, carriers, and brokers to boost sales and customer acquisition. It helps insurers manage administration, organize customer data, automate underwriting processes, resolve claims in quick time, generate quotes, and more from a centralized platform. The agile CRM for insurance agents is equipped with next-gen features and functionalities to empower insurers to collaborate in real-time and discover more up-selling and cross-selling opportunities. -
41
AgentExpress
AgentExpress
AgentExpress is not your typical quoting and enrollment platform. We've modernized the traditional CMS experience to set brokers up for success in the ever-changing landscape of insurance professionals. A foundation of technology, training, and support differentiates our agents allowing them to create truly incredible experiences for their clients. Built with decades of experience in the insurance and technology space. The AgentExpress platform is the industry leader in Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life quoting and enrollment broker technology solutions. Working with AgentExpress, you'll have a team dedicated to your success. Grow your business with in-depth product, technology and sales training. Train with our team, attend our weekly webinars, or learn at your own pace with our industry-first micro learning platform for insurance agents. -
42
IBQ Commercial Comparative Rater
IBQ Systems
Commercial comparative rating made easy. Enter data once in one spot. No need to visit multiple carrier websites for quotes. Skip all the retyping the same data into carrier systems. You’ll boost accuracy and reduce the risk of errors. Offer quotes from multiple carriers so your customers get the best option. Or let them self serve and quote from your website. Export customer data into IBQ for remarketing. Or quote in IBQ for export to your agency management system. No extra charge. No need to look up class codes for every company. Our innovative lookup function makes it easy to get the right class for every quote. Quote the most popular commercial lines from one spot–quickly and easily. IBQ provides cutting edge insurance technology to agencies across the country. We strive to give powerful tools to the independent agent, in order to compete in today’s innovative marketplace.Starting Price: $150 per month -
43
Kay
Kay
Kay.ai is an AI-powered operational assistant designed specifically for insurance brokers, agencies, and underwriters to automate tedious back-office workflows and enable higher productivity. It works with your existing systems, including agency-management systems, carrier portals, email, PDFs, and CRMs, to complete tasks such as quoting commercial lines (BOP, GL, auto, property), renewing personal-lines books, generating ACORD forms, issuing certificates of insurance, updating policy records, and entering data across carrier websites. Kay is built to “log in, fill out forms and handle all the tedious data-entry work”, and supports workflows across 100 + carriers and any AMS/CRM without the need for heavy integrations. The platform allows users to delegate repetitive browser-based tasks, document processing, form-entry, and servicing work so that staff can focus on higher-value client interaction. -
44
Layr
Layr
Grow your small business book with a platform that offers AI-powered prediction and placement, COIs on demand, a true end-to-end online application, and so much more. Layr empowers brokers and agents to provide small businesses with the insurance coverage they need. Layr's technology enables companies to get liability insurance protection and pay for it monthly with a credit card, entirely online. We provide detailed explanations of why the questions are asked and how answers may impact insurance premiums. Smart Quote lets you start a proposal now and finish it when you're ready. We revamped the standardized questions to ensure that our Smart Quote application is easy to follow and understand. While traditional insurance brokers are forced to wait on the insurance companies for quotes, we built our own rating algorithm so you don’t have to. -
45
inari Kitsune
inari
Kitsune Underwriting Workbench by Inari is a data-driven, user-centric underwriting platform built to streamline and scale insurance submission processing and policy lifecycle management with speed, precision, and operational visibility, helping teams handle even the most complex contracts with fewer errors and faster turnaround times. It centralizes real-time data access, automated intake, cleansing, and validation of structured and unstructured submission information, making it easier to negotiate, quote, decline, and bind policies while supporting pre-bind and post-bind activities and reducing administrative bottlenecks across workflows. The workbench features intelligent workload management, risk triage and routing based on defined rules and risk profiles, and dashboards with key performance indicators that give underwriters and managers insight into portfolio health and operational performance. -
46
Go-Insur
Pancentric Digital
GO-INSUR brings digital transformation to the policy admin system to deliver an innovative cloud-based insurance solution that's agile, robust and rapidly scalable. Built by one of the UK's leading digital insurance specialists, whose existing client base includes Marsh, Legal & General, British Friendly and Hiscox. GO-INSUR enables you to rapidly distribute new products and drive policy sales. Revenue growth within insurance is being held back by legacy systems and the cost of new technologies. Go-Insur's cloud-based solution changes that, enabling you to sell new products and expand distribution easier, quicker and more affordably. Our agile delivery and customer-centric design provides Insurers, Brokers, MGAs and start-ups with an intuitive cloud-based insurance platform that empowers speed, flexibility and responsiveness. Get products to market faster, exploit market gaps, expand your distribution, and achieve a greater ROI on policies with Go-Insur. -
47
PL Rating
Vertafore
Close more business in less time with the industry’s leading real-time personal lines comparative rater. Compare up-to-the-minute quotes from carriers — side by side, in one place, at the same time. PL Rating is the leading comparative rater, connected to over 300 carriers across 48 states and DC. In the time it takes captive agencies and direct writers to provide a single carrier quote, you can present multiple rates and coverage options to your clients. Save time: With over 300 real-time carrier connections, agents can accurately quote dozens of carriers in less time than it takes to generate a single quote through a carrier website. Increase revenue: PL Rating offers package, flood, and Consumer Rate Quotes, all which can result in higher revenue. Plus, with faster close times, customer retention can be improved. Conduct faster, more accurate data entry: Rather than interrogate your customers and prospects, PL Rating helps to validate the information associated with your customers. -
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TurboRater
Insurance Technologies
The most valuable service you can offer your customers is finding the coverage needed for the best price by analyzing several carriers. TurboRater makes it easy to provide this analysis within seconds of the customer’s request. Type the quote information into TurboRater, and built-in underwriting rules are applied automatically, so you receive multiple, accurate quotes instantly. Stop spending time entering quote information into multiple carrier websites, and decrease the opportunity for data entry errors. Decreasing the time to quote a policy enables your producers and CSRs more time to focus on new sales and retention. With TurboRater’s comparative rater, you will increase your agency’s revenue and improve client satisfaction. Plus, the ease of one-time data entry helps reduce errors and employee training and onboarding time. Why should getting a quote take any longer than 4 seconds? Help your clients find the best combination of coverage and price in under 4 seconds.Starting Price: $70 per month -
49
VidPenguin2
VidPenguin2
When the original VidPenguin launched in June of 2015. It completely revolutionized video SEO and how marketers ranked videos on Google. At the time, VidPenguin was the Number One SAAS app for getting videos to the front page of Google. Since then, Google has changed many video ranking algorithms to make it more selective with what videos see page 1. Yet over time, they’ve left a footprint of what it takes to be worthy of being on their search pages. It’s not easy, but one can still get videos ranked with the right tools and some ingenuity. After a year of rewriting the code to accommodate all the Google changes, automating some more successful SEO strategies, and beta-testing with our core video ranking experts, VidPenguin2 is now ready for the public. This software builds upon the ranking algorithm pioneered by the original software. However, the new feature upgrades and SEO tools will give video marketers more ranking power in 2021 and beyond.Starting Price: $97 per year -
50
i-underwrite
Intelligent Life Technologies Limited
I-underwrite delivers world class auto-underwriting. We offer a comprehensive set of software modules capable of delivering a full, end-to-end insurance sales process online, including needs analysis and quote, e-application, auto-underwriting, digital signature, up-sell or cross sell, offer and acceptance, payment processing, policy issue, reporting and data analytics. Auto-underwriting software The cornerstone of our digital insurance software is our auto-underwriting rules engine. Underwriting rules can be quickly and easily configured to auto-decision life, critical illness, disability, income protection and medical products to meet the specific needs and underwriting philosophy of any insurer. The rules engine is available as a ‘self-contained’ module, which can be integrated into an insurer's hosted environment or provided on a Software - as a Service model. Plug into the i-underwrite U/W engine using any electronic distribution system.
