---
description: Discover the best Insurance Agency Software in Ireland. Compare top Insurance Agency Software tools with customer reviews, pricing and free demos.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Best Insurance Agency Software in Ireland - 2026 Reviews, Pricing & Demos
---

Breadcrumb: [Home](/) > [Insurance Agency Software](https://www.softwareadvice.ie/directory/4506/insurance/software)

# Insurance Agency Software

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## Products

1. [Creatio CRM](https://www.softwareadvice.ie/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews) — Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sa...
2. [Bitrix24](https://www.softwareadvice.ie/software/128326/bitrix24) — 4.2/5 (984 reviews) — Bitrix24 is an online workspace platform designed to help businesses manage teams, sales, projects, and client relati...
3. [AdInsure](https://www.softwareadvice.ie/software/98153/adinsure) (0 reviews) — AdInsure is a line-of-business agnostic insurance platform that helps insurers adapt to industry changes. It enables ...
4. [GO-INSUR](https://www.softwareadvice.ie/software/191686/go-insur) (0 reviews) — Go-Insur is the next generation in digital insurance software, empowering Brokers, Insurers and MGAs to adapt quicker...
5. [EngageBay CRM](https://www.softwareadvice.ie/software/83835/engagebay) — 4.7/5 (907 reviews) — EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and custo...
6. [Jenesis Software](https://www.softwareadvice.ie/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews) — Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various...
7. [ePayPolicy](https://www.softwareadvice.ie/software/108153/epaypolicy) — 4.9/5 (247 reviews) — ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card a...
8. [Indio](https://www.softwareadvice.ie/software/88792/indio) — 4.5/5 (230 reviews) — Indio is a cloud-based property and casualty insurance agency (P\&C) solution, which helps manage and streamline i...
9. [Workday Adaptive Planning](https://www.softwareadvice.ie/software/439417/workday-adaptive-planning) — 4.5/5 (230 reviews) — Workday Adaptive Planning is a native-cloud planning solution that empowers finance to configure sophisticated, drive...
10. [NowCerts](https://www.softwareadvice.ie/software/64793/nowcerts) — 4.8/5 (150 reviews) — NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities includ...
11. [Applied Epic](https://www.softwareadvice.ie/software/441710/applied-epic) — 4.2/5 (141 reviews) — Applied Epic is an agency designed to help insurance agencies improve their processes, offering a multitude of benefi...
12. [AgencyBloc AMS+](https://www.softwareadvice.ie/software/418532/agencybloc-ams) — 4.7/5 (129 reviews) — AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way t...
13. [Agency Matrix](https://www.softwareadvice.ie/software/187168/agency-matrix) — 3.7/5 (104 reviews) — Agency Matrix is an integrated cloud-based solution that integrates financial management, human resources and project...
14. [A1 Tracker](https://www.softwareadvice.ie/software/76056/a1-tracker) — 4.9/5 (79 reviews) — A1 Tracker Contract Management Software is a cloud-based contract management \& lifecycle platform. A1 Tracker's f...
15. [EZLynx](https://www.softwareadvice.ie/software/74031/ezlynx) — 3.7/5 (73 reviews) — EZLynx provides innovative insurance software that streamlines an agency’s workflow and manages the end-to-end policy...
16. [HawkSoft CMS](https://www.softwareadvice.ie/software/43096/hawksoft) — 4.5/5 (64 reviews) — HawkSoft is an insurance management solution designed for independent agencies. HawkSoft offers workflows for commerc...
17. [Compulife Quote Software](https://www.softwareadvice.ie/software/84566/compulife-quote-software) — 4.9/5 (61 reviews) — Designed for the insurance industry, Compulife Quote Software is a web-based software that helps businesses with prov...
18. [Anagram](https://www.softwareadvice.ie/software/180886/patch) — 4.7/5 (56 reviews) — Anagram, formerly Patch, is a cloud-based insurance management solution, which assists health centers and medical pra...
19. [AgentExpress](https://www.softwareadvice.ie/software/451721/ACAExpress) — 4.6/5 (56 reviews) — AgentExpress is a cloud-based quoting and enrollment solution, which helps small to large organizations manage broker...
20. [Commence](https://www.softwareadvice.ie/software/2549/commence) — 4.9/5 (44 reviews) — Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size busine...
21. [Commissionly](https://www.softwareadvice.ie/software/182734/commissionly) — 4.9/5 (44 reviews) — Commissionly is a cloud based sales commission and compensation solution for ISO's FMO's, Insurance Brokers, Merchant...
22. [Shape](https://www.softwareadvice.ie/software/49041/shapeb) — 4.7/5 (44 reviews) — Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from onli...
23. [NextAgency](https://www.softwareadvice.ie/software/347022/nextagency) — 4.9/5 (41 reviews) — If you run a life and health insurance agency, you know the pain of tracking down information. Maybe your current sof...
24. [pVerify](https://www.softwareadvice.ie/software/331869/pverify) — 4.3/5 (41 reviews) — pVerify is a real-time insurance eligibility verification solution for medical, dental, and vision providers. The sof...
25. [Commission Tracker](https://www.softwareadvice.ie/software/97169/commission-tracker) — 4.8/5 (40 reviews) — Commission Tracker is an on-premise and cloud-based solution that enables insurance agencies to manage policies and c...

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Page: 1 / 5\
Next: [Next page](https://www.softwareadvice.ie/directory/4506/insurance/software?page=2)

## Related Categories

- [Insurance Policy Software](https://www.softwareadvice.ie/directory/3320/policy/software)
- [Workflow Management Software](https://www.softwareadvice.ie/directory/4272/workflow/software)
- [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software)
- [Risk Management Software](https://www.softwareadvice.ie/directory/4423/risk-management/software)
- [Fund Accounting Software](https://www.softwareadvice.ie/directory/275/fund-accounting-software/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/directory/4506/insurance/software)
- [All Categories](https://www.softwareadvice.ie/directory)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/directory/4506/insurance/software> |
| en | <https://www.softwareadvice.com/insurance/> |
| en-AU | <https://www.softwareadvice.com.au/directory/4506/insurance/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/4506/insurance/software> |
| en-IE | <https://www.softwareadvice.ie/directory/4506/insurance/software> |
| en-NZ | <https://www.softwareadvice.co.nz/directory/4506/insurance/software> |
| fr | <https://www.softwareadvice.fr/directory/4506/insurance/software> |

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Built around industry best practices, it powers award-winning solutions:\n\n• AdInsure Non-life\n• AdInsure Life\n• AdInsure Commercial\n• AdInsure for Brokers\n\nFeatures for business teams:\n\n• AdInsure PAS\n• AdInsure Claims\n• Billing & Collections\n• Digital tools (agent portals)\n• Integrated Analytics\n\nIT and operations benefit from:\n\n• No-/Low-code architecture\n• Out-of-the-box APIs\n• AdInsure Studio (for product design & testing)\n• Cloud support","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ff0d6cb4-7260-4045-9ab0-d76ffc820b64.png","url":"https://www.softwareadvice.ie/software/98153/adinsure","@type":"ListItem"},{"name":"GO-INSUR","position":4,"description":"Go-Insur is the next generation in digital insurance software, empowering Brokers, Insurers and MGAs to adapt quicker to changing market trends and get ahead of the competition with an agile quote and buy platform.\nGo-Insur's cloud-based policy management solution is robust and infinitely scalable, enabling rapid launching of new products and distribution expansion.  Increase operational efficiency and reduce running costs with HubSpot CRM integration for seamless policy and customer management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a0c41220-eead-4c14-b67a-5702c22de60a.png","url":"https://www.softwareadvice.ie/software/191686/go-insur","@type":"ListItem"},{"name":"EngageBay CRM","position":5,"description":"EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships.\n\n\nFeatures of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more.\n\n\nEngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f68dbd37-d921-4284-a28c-535eb223074a.png","url":"https://www.softwareadvice.ie/software/83835/engagebay","@type":"ListItem"},{"name":"Jenesis Software","position":6,"description":"Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a wide array of features tailored to streamline workflows, enhance client relationships, and boost productivity. From policy management and quoting to customer relationship management (CRM) and reporting, Jenesis provides a centralized hub for all essential agency functions. Its intuitive interface and customizable workflows enable users to tailor the system to their specific requirements, enhancing efficiency and productivity. Jenesis' Web-based system offers flexibility allowing agents to work remotely, collaborate seamlessly, and provide superior service to clients on the go. Jenesis also offers website design and digital marketing services making Jenesis a comprehensive solution for insurance agencies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/212790df-d3e4-4189-98f3-57767ccf1b0e.jpeg","url":"https://www.softwareadvice.ie/software/62001/jenesis-agency-management","@type":"ListItem"},{"name":"ePayPolicy","position":7,"description":"ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, control user permissions, and check transaction status in real time.\n\nePayPolicy provides organizations with a payment page and allows them to add a custom logo and colors in sync with their brand. Clients can also upload documents through their payment page and set up recurring payments. Managing general agents (MGAs) can use the batch processing functionality to send electronic commissions and refund checks to agents and partners. \n\nePayPolicy offers an API, which lets businesses integrate the system with several third-party platforms such as FinancePro, Veruna, Jetfile, Novidea, QQCatalyst, Sagitta, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a8372b2d-4dcd-49f8-b3d1-a3e8e6debfb3.png","url":"https://www.softwareadvice.ie/software/108153/epaypolicy","@type":"ListItem"},{"name":"Indio","position":8,"description":"Indio is a cloud-based property and casualty insurance agency (P&C) solution, which helps manage and streamline insurance application and renewal processes. The platform comes with a form engine, which lets firms display conditional questions to gain client responses on specific fields. \n\n\nKey features of Indio include notes creation, automated data population, digital signature, file import and data security. Clients can leave notes for agents on unsure questions or share forms with different departments to collaborate on relevant fields by adding multiple contacts on the platform. Additionally, it allows users to upload and store all insurance documents and files in a secure digital repository.\n\n\nIndio enables clients to create, edit and manage schedule workbooks and import or export them for future reference. Pricing is available on request and support is provided online.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4909d234-9e2c-4ee9-b402-181b6fe1af55.png","url":"https://www.softwareadvice.ie/software/88792/indio","@type":"ListItem"},{"name":"Workday Adaptive Planning","position":9,"description":"Workday Adaptive Planning is a native-cloud planning solution that empowers finance to configure sophisticated, driver-based models with ease, analyze unlimited scenarios on the fly, and use AI and machine learning (ML) to create predictive forecasts and gain insights.\n\nWith Workday Adaptive Planning, FP&A teams can create budgets and forecasts with more speed, flexibility, collaboration, and accuracy. And with unlimited scenario analysis backed by machine learning, you can deliver fast answers to complex questions and gain real-time insights.\n\nThe planning platform has a purpose-built integration framework that helps organizations adapt and perform at scale. Its dashboards and reports ensure that everyone on the team can access timely insights.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/58050fc8-2aea-49a6-a95d-4854bb35660c.png","url":"https://www.softwareadvice.ie/software/439417/workday-adaptive-planning","@type":"ListItem"},{"name":"NowCerts","position":10,"description":"NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities include commission tracking, task management, claims management, reporting, self-service certificates, reminders, calendars, dashboards and e-signature.\n\n\nUsers can create projects, assign tasks and track project progress. Acord forms are available in various formats which can be edited, signed, e-mailed, faxed and saved. The solution enables users to create invoices, make payments and issue receipts. Additionally, users can receive automated reminders as their renewal date approaches.  \n\n\nThe solution lets users track agency and agent commissions, agency fees and carrier fees. Also, users are able to issue their own certificates. NowCerts integrates with multiple applications such as Google Drive, Gmail, QuickBooks, SignNow, Zapier and Twilio.\n\n\nNowCerts is priced on a per month per agency subscription basis, and support is provided via an online helpdesk, email, live chat and over the phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1eb521ab-ffcd-42fb-8614-ccba44e4e834.jpeg","url":"https://www.softwareadvice.ie/software/64793/nowcerts","@type":"ListItem"},{"name":"Applied Epic","position":11,"description":"Applied Epic is an agency designed to help insurance agencies improve their processes, offering a multitude of benefits and capabilities catering to unique business needs. The platform provides a single view of your entire agency, encompassing all roles, locations, and lines of business. Businesses can adapt and evolve alongside their business with a flexible system that supports acquisitions and integration of both Applied and third-party applications, ensuring productivity and profitability. Users can centralize their agency operations by managing all aspects of your business within a single platform, empowering staff with the flexibility to engage with other applications seamlessly.\n\nWith Applied Epic, organizations can enable their teams to work from anywhere with an intuitive user interface that allows employees to access and manage account details, submit claims, and perform other tasks effortlessly. Seamlessly connect with insurer partners within workflows to streamline customer service, find the best products quickly, and share policy information efficiently. The platform supports integration with numerous online client portals and mobile apps to ensure access to policy information and meet customers on various platforms.\n\nApplied Epic offers unique screens to capture benefits-specific data, including plan information, rates, coverages, and eligibility criteria and automate workflows to enhance consistency and efficiency across users and locations. Teams can streamline finance and accounting operations with insurance-specific solutions designed for efficiency and reporting. The solution also provides real-time access to policy information at every stage of the policy lifecycle to deliver prompt and accurate service and centralizes new business opportunities and renewals in one system, integrating with CRM technologies for a comprehensive customer view. Additionally, businesses can streamline document organization and access based on agency's guidelines, allowing for easy retrieval and management.\n\nApplied Epic includes market access and quoting functionality to help users identify markets for risks directly from the system, reducing redundant data entry and enhancing efficiency in quoting. Its insurer connectivity feature facilitates information exchange seamlessly with insurer partners to receive policy-related documents and updates directly in the management system. Built-in reporting and data analytics allow managers to leverage management system data to gain valuable business insights and optimize employee productivity and relationships.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/73bb1b01-3627-4712-9279-7a0e03e52755.png","url":"https://www.softwareadvice.ie/software/441710/applied-epic","@type":"ListItem"},{"name":"AgencyBloc AMS+","position":12,"description":"AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way to increase company's profitability, enhance customer satisfaction, and control costs in today's competitive market.\n\nAgencyBloc provides cloud-based agency management solutions that help insurance agencies stay organized and efficient, including sales enablement, quoting, client and policy management, commissions processing, and more. \n\nThe dashboard lets users see ongoing activities at a glance, including both individual tasks and company-wide communication. The software offers many features for agents dealing with health and life insurance, including policy management and carrier tracking. Agents can attach notes or documents to contact and policy records for quick retrieval.\n\nAdditionally, with Quote+, brokers can compare all types of health insurance offerings, including community rated, medically underwritten, and ancillary, in one central place with more valuable quoting and proposal tools.\n\nAgencyBloc gives users a 360-degree view of their business, from contacts to policies, ongoing interactions, and documents that can be accessed from anywhere with an internet connection. The software can be scaled to meet the needs of agencies of all sizes","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c65f07c-bfd6-4205-8588-61c4a1bbe24b.png","url":"https://www.softwareadvice.ie/software/418532/agencybloc-ams","@type":"ListItem"},{"name":"Agency Matrix","position":13,"description":"Agency Matrix is an integrated cloud-based solution that integrates financial management, human resources and project management into a single platform. You can access every customer, policy, form, endorsement, payment, image, and report you may ever need or want with just one click.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3c38b6ff-182a-4f37-9675-f754831a4053.png","url":"https://www.softwareadvice.ie/software/187168/agency-matrix","@type":"ListItem"},{"name":"A1 Tracker","position":14,"description":"A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform.\n\n\nA1 Tracker's features include contract approval workflow, documents, vendors, audits, reminder notifications, templates, certificates of insurance, and more. The platform enables users to track contracts of any type, including NDA, buy-side (vendor agreements), and sell-side contracts (sales agreements). Additionally, contract dashboards & forms allow users to run analytical reports, batch update renewals, import & export data, and prioritize activity. The portal gives limited access for users to submit updates or documents.\n\n\nBoth on-site and cloud-hosted options available with SSL, VPN, & data encryption security features. A1 Tracker can integrate with CRM, manufacturing, and ERP software. Pricing is available on request. Professional training is provided. Support is available via email, phone, and online help.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/861f65a4-1a65-4cd4-92bd-dea7ba2e4fe0.jpeg","url":"https://www.softwareadvice.ie/software/76056/a1-tracker","@type":"ListItem"},{"name":"EZLynx","position":15,"description":"EZLynx provides innovative insurance software that streamlines an agency’s workflow and manages the end-to-end policy lifecycle. Integrated into one platform, EZLynx Management System is designed to meet the unique needs of businesses in an easy-to-use interface that takes care of doing the work for you. \n\nFrom real-time home and auto quoting on insurance agency website to email marketing, pipeline management, reporting, AI, and more, EZLynx has the integrated solution for users. It offers:\nEZLynx 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.\n\nEZLynx 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. EZLynx is a complete agency management solution, with all the tools you need to sell, service and grow your business. A single platform means your agency won’t be slowed down by disparate systems our multiple software vendors. Having all your agency’s data on a single platform makes every aspect of that data more visible, intelligent, actionable, and profitable. One, single system means no more duplicate entries, interrupted workflows, or bridging data between separate systems. Because you have a single view of the customer, you always have the most accurate and complete picture up on the screen.\n\nEZLynx Client Center provides mobile-ready online customer self-service. Clients are satisfied immediately with 24/7 remote access to their policies, change requests, ID Cards, claims and more.\n\nEZLynx Automation Center: Automating processes represents a significant benefit in time savings to agencies - meaning they are not paying employees to do work that their management system can and should do for them. EZLynx anticipates and suggests what to do next, and will even automate these steps for your agency. Get more done in less time by automating sales, retention, servicing and client engagement across your entire agency. EZLynx Automation Center comes equipped with recommended workflow templates to help your agency realize the benefits of the tool immediately. These templates were built with the most common and time-saving agency use cases in mind.\n\nThe expectations of today’s insurance shoppers are rooted in their online consumer experiences, across all industries. EZLynx solutions like EZLynx Virtual Agent, online customer self-service, and timely automated customer communication help your agency meet these new demands. Policy Compare provides a side-by-side comparison of the expiring and renewing policies, so you can quickly and meaningfully understand the difference in premium. Being able to better advise your clients at renewal time reinforces the trusted advisor relationship, which is all too important for the independent insurance industry. Carrier eDocs and Messaging workflows help agencies expand and strengthen the relationship between insureds, agents and insurers. The EZLynx Connect Marketplace provides development-free connectivity to third-party vendor solutions, advancing your agency immediately in targeted ways. Benefit from turnkey access to industry-leading integrations and cross-selling opportunities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/691cad9f-de32-456e-aebe-543f411fa701.png","url":"https://www.softwareadvice.ie/software/74031/ezlynx","@type":"ListItem"},{"name":"HawkSoft CMS","position":16,"description":"HawkSoft is an insurance management solution designed for independent agencies.\n\n\nHawkSoft offers workflows for commercial and personal lines and an auto-documentation process that builds a trail of every client interaction. HawkSoft’s core package includes the reporting suite, Agency Intelligence, giving agents access to vital business metrics and sales pipeline management tools.  \n\n\nHawkSoft offers drag-n-drop functionality, real-time quoting, downloads, e-signature, phone integration, QuickBooks integration, pre-fill ACORD forms and certificates of insurance, batch email marketing and texting.\n\n\nSupport is provided via phone, chat and in person.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5adba9e9-d521-4cd0-823d-4b336b16d729.png","url":"https://www.softwareadvice.ie/software/43096/hawksoft","@type":"ListItem"},{"name":"Compulife Quote Software","position":17,"description":"Designed for the insurance industry, Compulife Quote Software is a web-based software that helps businesses with providing quotes for insurance offerings. \n\nCompulife Quote Software’s features consist of responsive design, mobile access, customizable forms, and insurance quotes.\n\nCompulife Quote Software subscriptions are offered on an annual basis and support is provided via email, phone, and online tutorials.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/af1f1ec9-8baf-478c-ae20-9dee61dbbc60.png","url":"https://www.softwareadvice.ie/software/84566/compulife-quote-software","@type":"ListItem"},{"name":"Anagram","position":18,"description":"Anagram, formerly Patch, is a cloud-based insurance management solution, which assists health centers and medical practitioners with claim submission and out-of-network benefits management. Key features include ROI tracking, treatment planning, messaging, patient management, and insurance provider management.\n\n\nPhysicians can use the solution to examine coverage details, determine eligibility and inform client about covered expenses in real-time. The solution helps doctors deposit claims and send reimbursement checks to patients. It also allows counselors to measure patients' reimbursements against ongoing treatment, process payments and track revenue.\n\n\nAnagram helps practitioners review surveys collected through social media ads, analyze customer behavior, connect with patients through chats or emails and resolve issues in real-time. Pricing for the solution is available on request and support is provided via email and documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ccb02dac-b0f2-4b87-8525-3e655025b712.png","url":"https://www.softwareadvice.ie/software/180886/patch","@type":"ListItem"},{"name":"AgentExpress","position":19,"description":"AgentExpress is a cloud-based quoting and enrollment solution, which helps small to large organizations manage brokerage.\n\nThe application enables insurance agents to conduct real-time analysis  and generate reports. Users can monitor agency production, track and reconcile commissions and check policy enrollment statuses. Managers can view the number of contacts created, manage leads and set up organizational settings. Its Enhanced Direct Enrollment (EDE)solution assists with single-site enrollment of complex household cases along with ACA quoting, client management and configuration. The software also comes with a consumer-facing site (CFS), letting clients self-enrol, add demographic details and search for providers or prescription drugs.\n\nAgentExpress offers integration with the third-party platforms QHP and Medicaid. Pricing is available on request and support is extended via phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/19cab4d9-09c0-4240-998a-bfa3ee46a3cf.png","url":"https://www.softwareadvice.ie/software/451721/ACAExpress","@type":"ListItem"},{"name":"Commence","position":20,"description":"Commence CRM is a cloud-based customer relationship management(CRM) solution that caters to small and mid-size businesses and helps them to manage communication with existing and potential customers. The solution includes various modules and features which include marketing automation, lead management, help desk functionality, a customer portal, reporting and project management.\n\n\nThe dashboard presents real-time information, showing emails, tasks to complete, service tickets, alerts and new leads. The custom dashboard allows users to see up-to-date sales activity and respond to emails.\n\n\nMarketing automation features offer pre-built templates to launch targeted campaigns with a customizable budget, and the ability to analyze the response rate and revenue of campaigns.\n\n\nAdditionally, Commence CRM manages the sales cycle, schedules appointments and to-dos, records interactions with customers and generates forecasts and performance reporting.\n\n\nCommence CRM is available on a monthly subscription basis that includes support via phone, email and through an online knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61e9a528-68ee-45ee-b480-34dee03bdef7.jpeg","url":"https://www.softwareadvice.ie/software/2549/commence","@type":"ListItem"},{"name":"Commissionly","position":21,"description":"Commissionly is a cloud based sales commission and compensation solution for ISO's FMO's, Insurance Brokers, Merchant Services Companies, Financial Services and Education , Telecoms and Energy Companies.\n\nThe Commissionly platform can calculate commission on initial contracts and on residual payments.\n\nData\nCustom Data templates allow multiple data formats to be imported with ease. Data can be altered by supplier to adjust the commissionable value to be applied to the commission plans.\n\nOur API can be used to import data direct from open platforms.\n\nCommission Hierarchy\nAssign downline agents and split values automatically based on Transaction data such as ID, Customer, Policy Number, MID number or any other unique identifier.\n\nAccess to downline information in the system can be controlled by role.\n\nAdditional data can be added to imported data through the creation of lookup tables.\n\nReporting\nCustom reports can be created to fit the requirements of the business.\n\nUnpaid Commissions\nClosed deals that have nit yet reach a commissionable status can be calculated for planning and accruals.\n\nFuture Commissions\nOur built in future commission report can use contract terms to calculate future commission revenue for the business.\n\nASC606 Commission Report\nUse this custom report to manage commission accounting rules and accruals.\n\nCommission Communication\nCommissionly’s  dashboard is where  payees can access all information related to any of their past and future commission payments. \n\nThe Agent dashboard consists of \nYTD report graphs\nCommission in the period\nUnpaid Commissions\nTransaction Level Reports\nDownstream Reports\nTeam Reports","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5d7dd33a-612f-4372-8e30-fbe2672f0d67.png","url":"https://www.softwareadvice.ie/software/182734/commissionly","@type":"ListItem"},{"name":"Shape","position":22,"description":"Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.\n\n\nShape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.\n\n\nShape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.\n\n\nShape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3bca0b2f-7b74-41cd-a603-ad186a618a8d.png","url":"https://www.softwareadvice.ie/software/49041/shapeb","@type":"ListItem"},{"name":"NextAgency","position":23,"description":"If you run a life and health insurance agency, you know the pain of tracking down information. Maybe your current software is too rigid, too expensive, or you're juggling too many systems that don't talk to each other. Or maybe you're still running on sticky notes, scraps of paper, and a few static spreadsheets. Either way, NextAgency was built for you.\n\nNextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It gathers up all that paper into one easy-to-use digital platform. One that’s easy to customize to the way you work. \n\nNextAgency in one platform but it contains a lot of tools. It features CRM, marketing automation, compliance tools, business analytics, and optional commission tracking. Go from the big picture view of your agency with the NextAgency dashboard, to a detailed view of each prospect, client, sub-agent, or policy. Or use the Timeline as your personal to-do list, bringing together all your tasks and notes for the day. Or week. Or whenever.\n\nYou can automate workflows that create tasks, emails, sends texts, or launches checklists for you. Keep track of sales and service pipelines with the aptly named Pipeline view. And launch email or drip marketing campaigns all within one, intuitive platform.\n\nGetting started is straightforward. NextAgency comes pre-configured for life and health workflows, so your team can start using it right away. Most agencies upload their own data using NextAgency's built-in tools, step-by-step guidance, and onboarding support — all included free. Agencies with complex data migrations can use NextConcierge if they choose, an affordable option where our migration specialists do the heavy lifting.\n\nWhen you have a question, you get an answer — fast. NextAgency's support team is rated 4.9 out of 5 on Capterra, and it's easy to see why. Instead of sending you a paragraph of instructions, they'll typically send a short screencast showing you exactly what to do. Training is free and available whenever your team needs it — whether that's your first week or years later.\n\nNextAgency is affordable — Capterra users rate it 4.9 out of 5 for Value for Money. Start with a 30-day free trial, then subscribe month to month with no long-term contract required. Agencies that commit annually save even more. Which is why agencies across 37 states — from solo producers to regional operations — already use NextAgency.\n\nYour agency data stays secure. NextAgency is hosted on AWS — the same cloud infrastructure trusted by banks, hospitals, and major streaming services — with encryption, role-based access controls, and two-factor authentication. The support team cannot view your information unless you give them explicit permission. NextAgency also executes a mutual NDA with you confirming you own your client data and NextAgency won’t market to your contacts.\n\nThe platform connects to tools many agencies already rely on, including Employee Navigator, BerniePortal, Ease, Intulse, GReminder, and Zapier. Gmail and Outlook sync keeps all email communication inside the system. For agencies with custom needs, NextAgency offers an API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/71c7c63d-4144-4523-a1a3-6969eeac2f0a.png","url":"https://www.softwareadvice.ie/software/347022/nextagency","@type":"ListItem"},{"name":"pVerify","position":24,"description":"pVerify is a real-time insurance eligibility verification solution for medical, dental, and vision providers. The software offers APIs for eligibility, prior authorization, claim status, and more. It also provides batch eligibility verification services and a cloud-based eligibility portal.\n\npVerify allows healthcare professionals to parse eligibility benefits at a deeper level, extracting detailed coverage information. This allows providers to have complete visibility into a patient's benefits. Additionally, the platform also integrates with EHR and practice management systems for streamlined workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c233ea58-1a02-45a0-8663-7b99967c3737.png","url":"https://www.softwareadvice.ie/software/331869/pverify","@type":"ListItem"},{"name":"Commission Tracker","position":25,"description":"Commission Tracker is an on-premise and cloud-based solution that enables insurance agencies to manage policies and calculate agents' commissions. Administrators can sort existing policies based on agents, carriers or clients and utilize the search functionality to retrieve specific policy details from the database.\n\n\nCommission Tracker allows businesses to create new policies with information such as policy number, status, renewal date, client name, billing type and more. Managers can update the status of payments as open, partial, closed or orphan and view billing summaries with individual payment/chargeback details. Additionally, it lets users import data on the platform and generate reports on agent commissions, accounts receivable, payment discrepancy or policy status.\n\n\nThe product is available on monthly subscriptions and on a one-time license basis. Support is extended via documentation, email, phone and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3e39b3e0-c132-4c0f-a3f4-1d5d67acecb3.png","url":"https://www.softwareadvice.ie/software/97169/commission-tracker","@type":"ListItem"}],"@id":"https://www.softwareadvice.ie/directory/4506/insurance/software#itemlist","numberOfItems":25}
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