Bitrix24 is a multifaceted platform that combines two core functions: a collaborative social intranet/portal and a comprehensive suite of over 35 business tools (CRM, project management, document management, communication, etc.). The description focuses on its application for community association management (like HOAs), where i... Read More

Indio by Applied Systems is a specialized platform that simplifies and accelerates the insurance application process for brokers and their commercial lines clients. It replaces paper and PDF forms with a white-labeled, digital solution pre-loaded with a library of over 10,000 digitally enhanced 'smart' insurance applications. Th... Read More

Jenesis Software is a web-based management system tailored for independent agents handling both personal and commercial lines of insurance. It helps agents build strong relationships with policyholders through efficient tools while also automating marketing outreach to potential customers. The system improves client communicatio... Read More

PhoneBurner is a sales acceleration platform built around a high-performance power dialer designed to maximize outbound calling productivity. It allows sales representatives to automate the dialing process, connecting them to live prospects much faster than manual dialing. The platform seamlessly blends phone calls with automate... Read More

NowCerts is a modern, cloud-based insurance agency management system described as meticulously crafted, secure, intelligent, and intuitive. It is a comprehensive platform that covers a wide array of agency needs, including certificate of insurance management (with outsourcing options), policy management, CRM, commission tracking... Read More

Applied Epic is a leading, enterprise-grade agency management system from Applied Systems, available both on-premise and in the cloud. It provides comprehensive automation capabilities for insurance businesses through a single, open application. The system integrates a wide range of critical functions, including customer relatio... Read More

Rocket Referrals is a specialized marketing automation platform designed for insurance agencies to systematically drive growth through referrals, client retention, and online reviews. The software identifies an agency's most loyal and satisfied clients and automates personalized communication campaigns to encourage them to refer... Read More

AgencyBloc is the number one agency-recommended management system specifically crafted for the life and health insurance sector. It helps agencies grow by organizing and automating their operations through a powerful combination of tools. These include an industry-specific CRM for tracking clients and prospects, automated commis... Read More

HealthSherpa is a free, full-service platform designed as a faster, easier alternative to healthcare.gov for quoting, enrolling, and managing Affordable Care Act (ACA) business. It provides agents and brokers with a streamlined application that averages under ten minutes for completion. Key features include seamless 1095-A form ... Read More

Agency Matrix, now part of ITC, positions itself as the most robust and affordable cloud-based technology provider in the insurance agency marketplace. As a leader in cutting-edge technology, it is committed to delivering comprehensive agency management software solutions that help independent agencies achieve their business goa... Read More