InsureCert Overview

InsureCert is an advanced insurance agency software tailored to meet the unique needs of insurance professionals. This platform simplifies the management of policies, claims, and customer interactions, providing a centralized hub for all agency operations. With user-friendly features, InsureCert enables agents to track leads, manage client data, and automate routine tasks, enhancing productivity and efficiency. The software also supports real-time reporting and analytics, allowing agencies to gain insights into performance and make informed decisions. InsureCert’s robust security measures ensure that sensitive customer information is protected, complying with industry regulations. Additionally, the platform offers seamless integration with existing systems, providing a cohesive experience for users. By utilizing InsureCert, insurance agencies can streamline operations, improve customer service, and ultimately drive growth in a competitive market, making it an indispensable tool for insurance professionals.

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InsureCert Screenshot & Video

Contact Details

  • Vendor Name InsureCert Systems
  • Founded 2015
  • Location Canada

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Insurance

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InsureCert Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon For Personal Insurance
  • Arrow Icon Multiple Line Rating
  • Arrow Icon Claims Management
  • Arrow Icon MGA Administration
  • Arrow Icon Commercial Lines
  • Arrow Icon Comparative Insurance Rating
  • Arrow Icon Customizable Reports
  • Arrow Icon Carrier Upload
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Multi-State
  • Arrow Icon Policy Creation
  • Arrow Icon Compliance Management
  • Arrow Icon Risk Assessment
  • Arrow Icon Policy Training
  • Arrow Icon Approval Process Control
  • Arrow Icon Sarbanes-Oxley Compliance
  • Arrow Icon Single Sign On
  • Arrow Icon Policy Metadata Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Search/Filter
  • Arrow Icon Document Management
  • Arrow Icon Configurable Workflow
  • Arrow Icon Attestation
  • Arrow Icon Version Control
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Audit Management
  • Arrow Icon Customizable Templates
  • Arrow Icon Archiving & Retention

InsureCert Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

InsureCert FAQs

InsureCert is an advanced insurance agency software tailored to meet the unique needs of insurance professionals. This platform simplifies the management of policies, claims, and customer interactions, providing a centralized hub for all agency operations. With user-friendly features, InsureCert enables agents to track leads, manage client data, and automate routine tasks, enhancing productivity and efficiency. The software also supports real-time reporting and analytics, allowing agencies to gain insights into performance and make informed decisions. InsureCert’s robust security measures ensure that sensitive customer information is protected, complying with industry regulations. Additionally, the platform offers seamless integration with existing systems, providing a cohesive experience for users. By utilizing InsureCert, insurance agencies can streamline operations, improve customer service, and ultimately drive growth in a competitive market, making it an indispensable tool for insurance professionals.

  • No, InsureCert does not offer a free version.

  • Yes, InsureCert offers a free trial.

  • No, Credit Card details are not required for the InsureCert trial.

  • InsureCert supports the following payment frequencies:

    • Monthly Subscription

  • No, InsureCert does not offer an API.

  • InsureCert offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , FAQs/Forum

  • InsureCert offers training with the following options:
    • Live Online , Webinar , Documentation

  • InsureCert supports the following languages:
    • English

  • Following are the typical users of the InsureCert:
    • Self-Employed , Small-Business , Midsize-Business

  • InsureCert supports the following deployment:
    • Cloud Hosted

  • InsureCert supports the following devices and operating systems:
    • Web-Based