# Best Insurance Analytics Software - Page 3 *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)* Insurance analytics software conducts analysis on insurance-related data. Insurance companies use insurance analytics solutions to drive customer interactions, reduce fraudulent activity (and detect it when it does occur), price their products, and automate product recommendations. Insurance agencies leverage these solutions to inform strategic decision-making, identify potential opportunities for cost savings, enable the self-service of policies, and price premiums. Insurance analytics software carries out deep data analysis on customer and operational data, enabling organizations to become more efficient and effective. Insurance analytics solutions connect to various data sources within an insurance agency. These solutions also typically integrate with [financial services CRM software](https://www.g2.com/categories/financial-services). To qualify for inclusion in the Insurance Analytics category, a product must: - Connect to internal data sources - Conduct data analysis on data consumed from those sources - Be designed for use by the insurance industry - Produce data driven reports on client behavior ## How Many Insurance Analytics Software Products Does G2 Track? **Total Products under this Category:** 79 ### Category Stats (May 2026) - **Average Rating**: 4.32/5 - **New Reviews This Quarter**: 2 - **Buyer Segments**: Small-Business 46% │ Mid-Market 31% │ Enterprise 23% - **Top Trending Product**: Tableau (+0.001) *Last updated: May 19, 2026* ## How Does G2 Rank Insurance Analytics Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 3,800+ Authentic Reviews - 79+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Insurance Analytics Software Is Best for Your Use Case? - **Leader:** [Tableau](https://www.g2.com/products/tableau/reviews) - **Easiest to Use:** [Tableau](https://www.g2.com/products/tableau/reviews) - **Top Trending:** [Tableau](https://www.g2.com/products/tableau/reviews) - **Best Free Software:** [Tableau](https://www.g2.com/products/tableau/reviews) ## What Are the Top-Rated Insurance Analytics Software Products in 2026? ### 1. [LexisNexis Active Insights](https://www.g2.com/products/lexisnexis-active-insights/reviews) Actionable intelligence for active risk management **Who Is the Company Behind LexisNexis Active Insights?** - **Seller:** [LexisNexis Risk Solutions](https://www.g2.com/sellers/lexisnexis-risk-solutions) - **HQ Location:** Alpharetta, Georgia, United States - **LinkedIn® Page:** https://www.linkedin.com/company/lexisnexis-risk-solutions (9,775 employees on LinkedIn®) ### 2. [LexisNexis InsurView](https://www.g2.com/products/lexisnexis-insurview/reviews) InsurView as a complement to traditional insurance scoring can help you gain a competitive advantage **Who Is the Company Behind LexisNexis InsurView?** - **Seller:** [LexisNexis Risk Solutions](https://www.g2.com/sellers/lexisnexis-risk-solutions) - **HQ Location:** Alpharetta, Georgia, United States - **LinkedIn® Page:** https://www.linkedin.com/company/lexisnexis-risk-solutions (9,775 employees on LinkedIn®) ### 3. [LIMRA](https://www.g2.com/products/limra/reviews) LIMRA Core System is a comprehensive insurance management solution designed to support a wide range of insurance-related functions. This software facilitates critical processes such as quote issuance, policy administration, client administration, claims processing, and reinsurance handling, including quota share, surplus, facultative, excess of loss, and facultative excess of loss. Additionally, it encompasses billing, customer service, accounting modules, and management reporting, all integrated within a multi-currency framework. Targeted towards insurance companies and professionals, LIMRA Core System caters to local and remote users, claims adjusters, and service providers. Its design allows these users to efficiently process and complete transactions over the internet, ensuring accessibility and convenience. The system is particularly beneficial for organizations that require a robust platform to manage their insurance operations seamlessly, regardless of geographical constraints. One of the standout features of the LIMRA Core System is its multi-level authentication engine. This system provides varying levels of authentication—low, medium, or high—on each transaction. For instance, the process involves a verification and approval mechanism, where the completion of one authentication level automatically redirects the transaction to the next level. This layered approach not only enhances security but also ensures that the integrity of each transaction is maintained. Users can be assured that the records displayed at the user interface level are accurate, provided that the final level of authentication has been completed. The LIMRA Core System also offers significant benefits through its comprehensive reporting capabilities. Users can generate management reports that provide insights into various aspects of their operations, enabling informed decision-making. The multi-currency support further enhances its utility, allowing organizations to operate in diverse financial environments without the need for additional currency management systems. Overall, the LIMRA Core System stands out in the insurance software category by combining essential functionalities with advanced security measures and user-friendly features, making it a valuable tool for insurance professionals. **Who Is the Company Behind LIMRA?** - **Seller:** [Acess Meditech](https://www.g2.com/sellers/acess-meditech) - **Year Founded:** 2007 - **HQ Location:** HYDERABAD, IN - **LinkedIn® Page:** https://www.linkedin.com/company/acess-meditech-private-limited (182 employees on LinkedIn®) ### 4. [LineSlip](https://www.g2.com/products/lineslip/reviews) LineSlip Solutions is a software company dedicated to bringing the digital revolution to the risk and insurance world. Our innovative Commercial Insurance Risk Intelligence (CIRI) software converts program documents to data-rich dashboards, giving risk executives instant access to the information they need to stay empowered and effective. The long-overdue upgrade from tedious, paper-based processes means faster reporting, clearer stakeholder communication, fewer errors, and more capacity for strategic leadership. **Who Is the Company Behind LineSlip?** - **Seller:** [LineSlip Solutions](https://www.g2.com/sellers/lineslip-solutions) - **Year Founded:** 2016 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/lineslip-solutions-inc. (56 employees on LinkedIn®) ### 5. [Magellan](https://www.g2.com/products/magellan/reviews) Magellan analyzes every call, in real time, and surfaces what matters most—so you can prevent churn, improve employee performance, and grow with confidence. Most agencies don’t realize what’s happening inside their calls. Missed opportunities. Frustrated customers. Inconsistent service. It all adds up, and it’s hard to fix what you can’t see. Magellan changes that. Every call is analyzed in real-time, surfacing customer and employee sentiment, key topics, and early warning signs of risk or opportunity. You can see which customers need attention, where service is breaking down, and how your team is performing, without listening to a single call. No more guessing. You know what’s happening on every call. Magellan shows you what’s happening on your calls so you can step in early, coach effectively, and protect revenue before it’s lost. It integrates directly with your AMS and phone so it fits into your current workflow from day one. Key features include: Real-time analysis of every call, with sentiment and topic detection Visibility into customer experience and employee performance across all conversations Alerts that surface at-risk customers, service issues, and missed opportunities Renewals-focused insights to help you catch problems before they impact retention Seamless integration with AMS and phone systems like RingCentral and Bridge **Who Is the Company Behind Magellan?** - **Seller:** [Magellan](https://www.g2.com/sellers/magellan) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/magellan-insure/ (1 employees on LinkedIn®) ### 6. [Market Basket](https://www.g2.com/products/market-basket/reviews) Harnessing personal lines quoting data for insurers Market Basket is dynamic data repository that provides you with hundreds of data points for personal lines risks. Harnessing millions of anonymized records of quote data, it provides the inputs to take insurer rating initiatives to the next level. Market Basket can even help enhance product development with intelligence that will help guide Insurers to profitability. **Who Is the Company Behind Market Basket?** - **Seller:** [Zywave](https://www.g2.com/sellers/zywave) - **Year Founded:** 1995 - **HQ Location:** Milwaukee, WI - **LinkedIn® Page:** https://www.linkedin.com/company/zywave (920 employees on LinkedIn®) ### 7. [Milliman Datalytics-Defense](https://www.g2.com/products/milliman-datalytics-defense/reviews) Milliman Datalytics-Defense® offers a cutting-edge, AI-driven legal spend management solution designed to transform how legal operations handle legal e-billing. Our platform goes beyond basic invoice review, providing comprehensive analytics to optimize legal spend and claim outcomes. Gain comprehensive visibility Automatically aggregate fee and expense records from all vendors involved in the claims-handling process. Our proprietary data-mining algorithms extract critical intelligence from defense counsel invoices. Manage counsel effectively Benchmark attorney performance, compare actual outcomes versus risk-adjusted expected outcomes, and use advanced AI to forecast success rates—all to increase effectiveness, lower costs, and reduce case time. Drive continuous improvement Use consistent data to identify strategies and firms delivering the greatest impact, improving claim outcomes and legal spend. Simplify the workday Achieve efficiency in managing invoices with intuitive tools for auditing, workflow monitoring, and reviewing claims management reports through a simple, web-based interface. Insurance expertise built-in Benefit from a solution designed by actuaries with a deep understanding of the insurance business, ensuring confidence in your legal spend management approach. Complete Integration Unify all types of data, including claims, third-party invoices payment reconciliation, timekeeper rates, and insights created by Datalytics-Defense. **Who Is the Company Behind Milliman Datalytics-Defense?** - **Seller:** [Milliman](https://www.g2.com/sellers/milliman) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 8. [Milliman Nodal](https://www.g2.com/products/milliman-nodal/reviews) Nodal® is a comprehensive solution that uses artificial intelligence (AI) and machine learning to analyze structured and unstructured data. Gain powerful insights into jumper claims, litigation likelihood, excessive medical cost, and more. With intelligent, automated claims triage and cost benchmarking, Nodal helps you to improve internal processes, address skill gaps, and manage ever-growing medical and litigation costs. **Who Is the Company Behind Milliman Nodal?** - **Seller:** [Milliman](https://www.g2.com/sellers/milliman) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 9. [Nasdaq Risk Modelling for Catastrophes](https://www.g2.com/products/nasdaq-risk-modelling-for-catastrophes/reviews) Nasdaq Risk Modelling for Catastrophes is a Software as a Service platform designed to provide re/insurance firms, brokers, and financial institutions with comprehensive access to a diverse ecosystem of catastrophe risk models. Powered by the Oasis Loss Modelling Framework , NRMC enables users to evaluate and apply models that align with their specific business needs, covering perils such as floods, earthquakes, hurricanes, windstorms, and bushfires across multiple geographies. This cloud-based service eliminates the need for on-premise installations, offering 24/7 availability and scalable computing power to handle portfolios of any size and modeling frequency. Key Features and Functionality: - Extensive Model Library: Access to a wide range of catastrophe risk models from various providers, facilitating diverse risk assessments. - Cloud-Based SaaS Platform: Eliminates the need for costly on-premise installations, providing seamless access and scalability. - Oasis LMF Integration: Utilizes the industry-standard open-source framework for catastrophe risk modeling, ensuring consistency and reliability. - Multi-Peril Coverage: Supports modeling for various natural catastrophes, including floods, earthquakes, hurricanes, windstorms, and bushfires. - Global Reach: Offers models across multiple geographies, enabling comprehensive risk assessment worldwide. Primary Value and Problem Solved: NRMC addresses the increasing challenges posed by natural catastrophes, climate change impacts, and regulatory mandates by providing businesses with efficient solutions to quantify exposure and enhance resilience to catastrophe risk. By offering a centralized platform with access to diverse models and eliminating the need for on-premise installations, NRMC streamlines operations, reduces costs, and empowers organizations to make informed decisions to mitigate potential losses. **Who Is the Company Behind Nasdaq Risk Modelling for Catastrophes?** - **Seller:** [Nasdaq](https://www.g2.com/sellers/nasdaq) - **Year Founded:** 1971 - **HQ Location:** New York - **Twitter:** @Nasdaq (180,869 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nasdaq/ (8,338 employees on LinkedIn®) - **Ownership:** NASDAQ: NDAQ **Who Uses This Product?** - **Company Size:** 100% Enterprise ### 10. [Novidea](https://www.g2.com/products/novidea/reviews) Built on Salesforce, Novidea’s Insurance Agency Management System (AMS) is the most intelligent cloud-native, data-driven platform for agencies, wholesalers, and MGAs. **Who Is the Company Behind Novidea?** - **Seller:** [Novidea](https://www.g2.com/sellers/novidea) - **Year Founded:** 2009 - **HQ Location:** Netanya, IL - **Twitter:** @Novidea_soft (918 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/novidea-software/ (239 employees on LinkedIn®) ### 11. [Octo](https://www.g2.com/products/octo/reviews) Octo provide a telematics and data analytics solutions that deliver insoght to auto insurance industry **Who Is the Company Behind Octo?** - **Seller:** [Octo North America](https://www.g2.com/sellers/octo-north-america) - **Year Founded:** 2002 - **HQ Location:** Roma, IT - **LinkedIn® Page:** https://www.linkedin.com/company/octo-telematics-spa (303 employees on LinkedIn®) ### 12. [Pasito](https://www.g2.com/products/pasito/reviews) Pasito is the AI-native company building the future of employee benefits. Our AI workspace simplifies benefits from proposal to utilization with AI agents trained to understand plans and execute workflows at scale. Through AI-powered proposal comparisons, benefit guides and microsites, proactive decision support, year-round communications, and conversational benefits assistants, Pasito is rethinking how benefits are designed, delivered, and engaged with every day. **Who Is the Company Behind Pasito?** - **Seller:** [Pasito](https://www.g2.com/sellers/pasito) - **Year Founded:** 2021 - **HQ Location:** New York, New York, United States - **LinkedIn® Page:** https://www.linkedin.com/company/pasitoinc (4,082 employees on LinkedIn®) ### 13. [PlanAdvisor](https://www.g2.com/products/planadvisor/reviews) Employee enrollment software and decision-making tool used by employee benefits independent insurance agents and brokers for their clients and clients' employees. Provide your clients with tools that empower employees to make informed health plan choices. Includes plan design modeling, cost and utilization information, and plan design benchmarking reports. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **Who Is the Company Behind PlanAdvisor?** - **Seller:** [Zywave](https://www.g2.com/sellers/zywave) - **Year Founded:** 1995 - **HQ Location:** Milwaukee, WI - **LinkedIn® Page:** https://www.linkedin.com/company/zywave (920 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business ### 14. [Portfolio Manager](https://www.g2.com/products/cybercube-portfolio-manager/reviews) Portfolio Manager is a fully probabilistic, scenario-based, and data-driven solution. It streamlines the task of creating a robust, forward-looking view of risk and enables risk managers to develop their own view of their risk and uncover portfolio-level insights for their senior leadership and working teams. - Quickly access visualizations on a variety of exceedance probability metrics to include in management information packs. - Drill down and identify loss drivers and areas of accumulation risk. - Dive into more granular details by scenario, risk class, and account level statistics. Portfolio Manager quantifies non-affirmative cyber exposure in multiple lines of business. By assessing cyber exposure across other P&C lines of business to isolate loss cost components to reflect potential cyber perils and identify loss drivers, you can identify the areas of accumulation risk across multiple lines of business. CyberCube's multi-line approach enables a broader view across the spectrum of P&C risks. **Who Is the Company Behind Portfolio Manager?** - **Seller:** [CyberCube](https://www.g2.com/sellers/cybercube) - **Year Founded:** 2015 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/cybercube-analytics (132 employees on LinkedIn®) ### 15. [Quantemplate](https://www.g2.com/products/quantemplate/reviews) Turn all of your insurance data sources into insights you can trust with Quantemplate's data integration, automation and analytics platform. A complete data preparation solution for insurance professionals, automating data clean-up, then performing calculations, augmenting with external data and doing validation checks – all without writing a single line of code. **Who Is the Company Behind Quantemplate?** - **Seller:** [QuanTemplate](https://www.g2.com/sellers/quantemplate) - **Year Founded:** 2013 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/quantemplate (2 employees on LinkedIn®) ### 16. [QuickFacts](https://www.g2.com/products/quickfacts/reviews) Your team will have access to in-depth comparison resources that house information for the insurance carriers that your brokerage represents. This saves your team an abundance of time - no more logging in to individual insurance carriers’ portals and endlessly searching manuals to compare commonly asked questions for your clients! Search, surface, and compare information from all carriers that is otherwise incredibly difficult to find, including contacts, decline rules, bulletins, wordings, forms, manuals, links, binding guidelines, and payment resources, all in a single page. **Who Is the Company Behind QuickFacts?** - **Seller:** [QuickFacts](https://www.g2.com/sellers/quickfacts) - **Year Founded:** 2020 - **HQ Location:** Bedford, CA - **LinkedIn® Page:** https://ca.linkedin.com/company/quickfactsinc (31 employees on LinkedIn®) ### 17. [ReFocus AI](https://www.g2.com/products/refocus-ai/reviews) ReFocus is an AI-powered sales plugin for insurance professionals. Use the customer data your business already has to identify purchasing behavior and purchasing timeframe. Find the money left on the table - and help increase revenue by as much as 60%. **Who Is the Company Behind ReFocus AI?** - **Seller:** [ReFocus AI](https://www.g2.com/sellers/refocus-ai) - **Year Founded:** 2019 - **HQ Location:** San Diego, US - **LinkedIn® Page:** https://www.linkedin.com/company/refocusai (8 employees on LinkedIn®) ### 18. [RiskVille](https://www.g2.com/products/riskville/reviews) RiskVille is a flexible scalable cloud solution for insurance companies, insurance brokers, insurance agencies, and captive managers with modules like: 1) CRM 2) Rating, Quoting, Policy Management, and issuance 3) Billing and reporting 4) Claims Management 5) Document and Mail handling. Its single data storage accessible 24/7 for managing personal lines, commercial lines, or benefits. Our know-how allows us to set 3 times lower price than competitors. We can implement it for you within 3 days. Email us: info@riskville.com **Who Is the Company Behind RiskVille?** - **Seller:** [RiskVille](https://www.g2.com/sellers/riskville) - **Year Founded:** 2018 - **HQ Location:** Blackrock, IE - **LinkedIn® Page:** https://www.linkedin.com/company/riskville (12 employees on LinkedIn®) ### 19. [Rival Platform and Marketplace (RPM)](https://www.g2.com/products/rival-platform-and-marketplace-rpm/reviews) The Rival Platform & Marketplace, or RPM, is a revolutionary AI-driven web application for brokers and MGAs. RPM sits on top of your current system providing you with AI tools, new opportunities, and actionable data-driven insights. **Who Is the Company Behind Rival Platform and Marketplace (RPM)?** - **Seller:** [Rival Insurance Technology](https://www.g2.com/sellers/rival-insurance-technology) - **HQ Location:** Toronto, CA - **LinkedIn® Page:** https://www.linkedin.com/company/rivalit (69 employees on LinkedIn®) ### 20. [Shift Technology](https://www.g2.com/products/shift-technology-shift-technology/reviews) Shift Technology delivers AI decisioning solutions to benefit the global insurance industry and its customers. Our products enable insurers to automate and optimize decisions from underwriting to claims, resulting in superior customer experiences, increased operational efficiency, and reduced costs. The future of insurance starts with Decisions Made Better. Learn more at www.shift-technology.com **Who Is the Company Behind Shift Technology?** - **Seller:** [Shift Technology](https://www.g2.com/sellers/shift-technology) - **Year Founded:** 2013 - **HQ Location:** Paris, Île-de-France, France - **Twitter:** @shiftechnology (1,713 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/shift-technology (564 employees on LinkedIn®) ### 21. [SLOPE](https://www.g2.com/products/slope-software-slope/reviews) SLOPE is the cloud-native actuarial modeling platform revolutionizing the way actuaries build models, manage assumptions, and analyze results. SLOPE was developed to increase actuaries’ productivity and efficacy. By utilizing SLOPE, actuaries drastically reduce the amount of time needed to perform actuarial tasks, providing more time for more thorough and expansive analysis while simultaneously reducing costs tied to inefficient processes & bloated infrastructure. **Who Is the Company Behind SLOPE?** - **Seller:** [Slope Software](https://www.g2.com/sellers/slope-software-38de5289-b369-4327-a76f-3abd18065ffe) - **Year Founded:** 2015 - **HQ Location:** Atlanta, US - **LinkedIn® Page:** https://www.linkedin.com/company/slopesoftware/ (17 employees on LinkedIn®) ### 22. [SmartCompliance](https://www.g2.com/products/smartcompliance/reviews) SmartCompliance is a Certificate of Insurance Tracking and Compliance Management Software that is designed to simplify the process of collecting, tracking, and monitoring Certificates of Insurance (COI). SmartCompliance saves time by introducing OCR which reads documents and digitizes them. SmartCompliance helps you save money by elevating your compliance rates thus avoiding regulatory fines. Since 2010, SmartCompliance has become an industry-leading certificate of insurance tracking platform. As a result of using SmartCompliance, clients across the U.S. and Canada report an increase in vendor compliance and lower costs in non-compliance fees. **Average Rating:** 4.0/5.0 **Total Reviews:** 2 **Who Is the Company Behind SmartCompliance?** - **Seller:** [JBKnowledge](https://www.g2.com/sellers/jbknowledge) - **Year Founded:** 2001 - **HQ Location:** College Station, Texas, United States - **Twitter:** @JBKnowledge (3,224 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/236292/ (174 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 23. [teamthink Envoy](https://www.g2.com/products/teamthink-envoy/reviews) Quality assurance software designed for insurance teams struggling with manual audits and reporting. **Who Is the Company Behind teamthink Envoy?** - **Seller:** [teamthink Envoy](https://www.g2.com/sellers/teamthink-envoy) - **Year Founded:** 1997 - **HQ Location:** Waltham, US - **LinkedIn® Page:** https://www.linkedin.com/company/athenium (10 employees on LinkedIn®) ### 24. [Terra](https://www.g2.com/products/jbknowledge-terra/reviews) Manage risk with Automation, Cloud-Native, Integration, and Intelligence! Antiquated on-premise systems are a liability, Terra is a sophisticated all-in-one solution for Claims Management, Policy Administration, Ancillary Services Marketplace, and Certificate of Insurance Compliance. Terra simplifies insurance operations for Agents, Brokers, Third Party Administrators (TPAs), Individual Adjusters, and other industry professionals! **Who Is the Company Behind Terra?** - **Seller:** [JBKnowledge](https://www.g2.com/sellers/jbknowledge) - **Year Founded:** 2001 - **HQ Location:** College Station, Texas, United States - **Twitter:** @JBKnowledge (3,224 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/236292/ (174 employees on LinkedIn®) ### 25. [TrustEngine](https://www.g2.com/products/trustengine/reviews) TrustEngine, formerly known as Sales Boomerang and Mortgage Coach, is a comprehensive Borrower Intelligence Platform designed to revolutionize the mortgage lending process. By integrating advanced data analytics and artificial intelligence, TrustEngine enables lenders to identify and act upon loan opportunities tailored to each borrower's unique financial situation. This proactive approach enhances borrower engagement, increases loan conversions, and fosters long-term customer loyalty. Key Features and Functionality: - Automated Borrower Alerts: Real-time notifications inform lenders when a borrower is ready and credit-qualified for a loan, ensuring timely and relevant outreach. - Comprehensive Data Analysis: The platform collects and analyzes vast amounts of borrower data to uncover actionable insights and predict future loan needs. - Personalized Loan Presentations: Dynamic presentations equip mortgage advisors with tailored loan scenarios, enhancing borrower understanding and decision-making. - Performance Analytics: Built-in tools measure conversion rates and team performance, facilitating continuous improvement and optimization of lending strategies. Primary Value and Solutions Provided: TrustEngine addresses the challenge of borrower retention and conversion in the mortgage industry by transforming lenders into trusted financial advisors. By delivering timely, data-driven insights and personalized loan options, the platform ensures that lenders can proactively meet borrower needs, resulting in increased loan applications, improved customer satisfaction, and enhanced profitability. **Who Is the Company Behind TrustEngine?** - **Seller:** [Sales Boomerang](https://www.g2.com/sellers/sales-boomerang) - **Year Founded:** 2022 - **HQ Location:** Owings Mills, US - **LinkedIn® Page:** https://www.linkedin.com/company/thetrustengine (54 employees on LinkedIn®) ## What Is Insurance Analytics Software? [Insurance Software](https://www.g2.com/categories/insurance)