Best Insurance Software in 2019

Insurance software solutions help deal with a number of challenges insurance businesses commonly face; for example: managing policies, clients and insurance proposals. These solutions provide an efficient, secure online platform to assist insurance providers in dealing with billing and invoicing, contract/policy management and claims procedures. In addition, these products also allow insurance providers to manage sales functions, track agent performance and mitigate risk. You can use these products to research and find insurance providers, gather, create and securely sign digital contracts and policies, Keep track of and manage payments and perform other related tasks.  Read the full software guide...


Insurance Software Guide

What is Insurance Software?

Insurance software is utilized to help businesses streamline their daily operations and automate processes throughout the entire policy lifecycle. As such, these solutions provide both users and clients with a secure platform that can deliver an accurate data flow through a variety of channels and devices.

Users can primarily benefit from the ability to easily keep track of clients, policies, proposals, claims, and payments, as well as being able to simply collate, generate, and securely sign digital contracts and policies. Additionally, users can manage teams and track agent performance.

Clients, on the other hand, can benefit from the ease of accessibility as they can log in to an online portal to check their policy information, submit insurance documents, and make payments.

Overall, there are a number of benefits that insurance software can offer businesses beyond enhancing the everyday operational efficiencies of users and clients. They can also improve data security, facilitate stronger regulatory compliance, and enhance the quality of communication and customer support through features such as customer relationship management (CRM) and task management.


Common Features of Insurance

2-Factor Authentication Adds an additional layer of security by requiring an extra step in the login process. Usually external devices are required for this or a text message with a verification code is sent to the user when trying to login.
API Application Programming Interfaces (APIs) are programmatic intersections with external products or platforms that allow for custom integrations with your own solutions or other solutions you are using.
Contact Management Manage large amounts of personal or business contacts in a centralized system.
Customer Management Manage customer databases and/or track outstanding shipments, payments and more.
Data Export Exporting functionality can be used to streamline the migration of data sets and information across systems, platforms or applications.
Data Import Importing functionality allows you to use data sets from other systems or platforms to cut down on data entry requirements or to more easily migrate records from similar applications you have used in the past.
External Integrations Integrations with other software products or platforms to improve efficiency and compatibility across systems.
Multi-User Supports more than just one user account and generally allows for collaboration with colleagues.
Notifications Includes notification support and sends you alerts with information on important events and other time sensitive instances. For example through push notifications on mobile phones or email notifications.

Back to top