CRM for insurance agents (Radius Bob).
PricingFrom $888
From $888 per seat per year, against a category median of 1,200 dollars.HIPAAPCI DSSGDPRCRMInsurance Technology
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Insurance Agency Management
All-in-one platforms for independent insurance agencies to manage clients, policies, and commissions.
Company size
Purchasing
Compliance
Lead management and CRM for health and life agencies.
Pricing$6,000
$6,000 per seat per year, against a category median of 1,200 dollars.CRMAgencies
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AdvancedMD
Medical Practice Management
- Price
- $429-729 / provider / month
- Model
- Custom quote
- Entry
- Free trial
AdvancedMD provides cloud-based practice management, EHR, medical billing, and patient experience tools for medical practices.
Pricing$5,148 to $8,748
$5,148 to $8,748 per seat per year, against a category median of 1,200 dollars.Free trialCustom quoteOptical Practice ManagementCloud Cost Management
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Branded client portal app for insurance agencies.
Pricing$600 to $6,000
$600 to $6,000 per seat per year, against a category median of 1,200 dollars.SOC 2Client Portal SoftwareCustomer Portal Platforms
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Agency management software for health, life, and senior benefits agencies.
PricingFrom $924
From $924 per seat per year, against a category median of 1,200 dollars.SOC 2Custom quoteInsurance Rating Software
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German insurance distribution platform for industrial and corporate insurance.
Pricing$6,000
$6,000 per seat per year, against a category median of 1,200 dollars.Insurance Technology
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Agency management software for small to mid-size P&C insurance agencies.
PricingFrom $1,200
From $1,200 per seat per year, against a category median of 1,200 dollars.Insurance Rating Software
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Insurance agency management system with client management, accounting, reporting, and ACORD forms for independent agencies.
Pricing$1,200 to $2,400
$1,200 to $2,400 per seat per year, against a category median of 1,200 dollars.Insurance Rating Software
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Insurance payments and billing platform for brokers.
Pricing$6,000
$6,000 per seat per year, against a category median of 1,200 dollars.Billing & PaymentsBilling Automation
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Insurance agency CRM and sales automation.
Pricing$600 to $6,000
$600 to $6,000 per seat per year, against a category median of 1,200 dollars.SOC 2Workflow AutomationSales Automation
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Dentrix by Henry Schein is the leading dental practice management software handling scheduling, clinical charting, billing, imaging, and patient communication.
Pricing$12,000
$12,000 per seat per year, against a category median of 1,200 dollars.Patient Communication PlatformsBilling & Invoicing
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AfterShip provides shipment tracking, delivery date prediction, returns management, and shipping protection for e-commerce.
Pricing$132 to $1,428
$132 to $1,428 per seat per year, against a category median of 1,200 dollars.Carrier ManagementShopping Feed Management
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Management system for MGA and wholesale insurance brokers.
Pricing$5
Cheaper than the rest of this category
$5 per seat per year, against a category median of 1,200 dollars.Tiered plansWholesale DistributionInsurance Technology
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Alma provides a community and practice support platform for mental health providers with insurance support, referrals, and continuing education.
Pricing$1,500 to $1,800
$1,500 to $1,800 per seat per year, against a category median of 1,200 dollars.AI for EducationCoworking Space Management
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Insurance agency management platform with comparative rating, client portal, and agency automation tools.
Pricing$1,200 to $2,400
$1,200 to $2,400 per seat per year, against a category median of 1,200 dollars.Free trialSOC 2Custom quoteInsurance Rating SoftwareAgencies
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Agent-facing client data collection platform for independent insurance agencies to automate renewals.
Pricing$588 to $2,388
$588 to $2,388 per seat per year, against a category median of 1,200 dollars.Client Portal SoftwareInsurance Technology
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Careficient provides comprehensive EMR solutions for hospice and home health agencies, managing clinical documentation, billing, and agency operations.
Pricing$96
Cheaper than the rest of this category
$96 per seat per year, against a category median of 1,200 dollars.Team Availability TrackingCustomer Sentiment Tracking
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Insurance research and agency intelligence platform supporting independent agents with coverage references and marketing.
Pricing$499
$499 per seat per year, against a category median of 1,200 dollars.View profileCompare
Who Insurance Agency Management is sold to
- Solo / freelancer1
- Startup (1-50)3
- Small business (51-200)3
- Mid-market (201-1,000)4
- Enterprise (1,000+)4
Out of 77 products here. A product can suit more than one size, and one that states none is in no bar.
What Insurance Agency Management certifies
- SOC 28
- ISO 270012
- GDPR1
- HIPAA2
- PCI DSS2