Vertafore in Denver offers their insurance agency management software. AMS360 offers production and renewal analysis, a general ledger, a client portal, and other management tools.
The following is a quick overview of editions offered by other software in similar categories
BlueMind is a digital office that helps advisors manage their business, from lead nurturing to policy execution. The solution uses AI to automate compliance, handle unstructured data, generate policy recommendations, highlight revenue opportunities and perform advisor analytics. The application is…
Document management Training/setup Cost … you need for each user. I feel like it is fitting for any agency but the pricing eliminates a lot of smaller agencies.
options but more inclusive of additional services that make it worth the price.
