# Best Underwriting & Rating Software

*By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)*


Underwriting and rating software manages the underwriting process for insurance agencies. These solutions automate large portions of the underwriting process, reducing the need for underwriting support by employees.

Underwriting and rating solutions allow users to write in rules and policies that are executed automatically during the underwriting process. These applications can then conduct pricing and rate analysis, calculate premiums, standardize quotes across channels, and vary rates according to risk and policy information.

Underwriting and rating software typically integrates with [insurance agency management software](https://www.g2crowd.com/categories/insurance-agency-management) to further ease insurance operations.

To qualify for inclusion in the Underwriting & Rating software category, a product must:

- Calculate insurance premiums
- Include variable underwriting and rating rules
- Manage underwriting tasks
- Create auditable underwriting and rating document trails






## How Many Underwriting & Rating Software Products Does G2 Track?
**Total Products under this Category:** 125

### Category Stats (Jul 2026)
- **Average Rating**: 4.28/5 (↓0.1 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: Plaid (+0.43%) - Among all products in this category, Plaid recorded the largest rating increase compared to last month
*Last updated: July 01, 2026*


## How Does G2 Rank Underwriting & Rating Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 1,600+ Authentic Reviews
- 125+ 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 Underwriting & Rating Software Is Best for Your Use Case?

- **Leader:** [PL Rating](https://www.g2.com/products/pl-rating/reviews)
- **Easiest to Use:** [PL Rating](https://www.g2.com/products/pl-rating/reviews)
- **Top Trending:** [TurboRater](https://www.g2.com/products/zywave-turborater/reviews)
- **Best Free Software:** [Best Plan Pro](https://www.g2.com/products/best-plan-pro/reviews)


---

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[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=597&secure%5Bchosen_at%5D=2026-07-02T08%3A26%3A26Z&secure%5Bdisplayable_resource_id%5D=597&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=597&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=43004&secure%5Bresource_id%5D=597&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Funderwriting-rating%3Fpage%3D2&secure%5Btoken%5D=a325038143701a409a087c03c2dc65f5f0b7ff6a3ec6d10c9a018f90b6990249&secure%5Burl%5D=https%3A%2F%2Fwww.flinks.com%2F%3Futm_campaign%3Dg2-clicks-underwriting%26utm_source%3Dg2%26utm_medium%3Dcpc&secure%5Burl_type%5D=custom_url)

---

## What Are the Top-Rated Underwriting & Rating Software Products in 2026?
### 1. [PL Rating](https://www.g2.com/products/pl-rating/reviews)
PL Rating™ dramatically reduces the time to quote rates for personal lines coverage and bind policies. Independent insurance agencies that use the industry’s favorite personal lines rater can cut their processes in half. Beyond mere speed, PL Rating empowers agents to navigate the complexities of personal lines quoting with unprecedented ease and accuracy. PL Rating is also a central solution for AgencyOne, Vertafore’s integrated platform that connects an agency’s business. AgencyOne provides one interface across platforms, so users can log into their favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across solutions. Independent agencies of every size leverage PL Rating to: Quote and bind with the push of a button. PL Rating's pioneering "quote and bind" functionality streamlines the rate quoting process. It enables agents to bind policies from the quote screen, eliminating redundant steps and accelerating the sales cycle. Analyze and manage agency data. Seamless integrations with AMS360, QQCatalyst, Sagitta, and other agency management systems ensure instant data synchronization between solutions. This efficient data exchange minimizes errors, eliminates manual tasks, and empowers agents with comprehensive client insights and information. Connect with carriers in real time. With access to over 320 carriers, PL Rating facilitates real-time, multi-carrier quoting. This capability allows agencies to present clients with various competitive rates quickly. The ability to compare multiple quotes simultaneously also surfaces valuable cross-selling opportunities. Collect and manage client data. PL Rating’s workflows allow agents to quickly and easily complete a quote application, and the solution’s template functions enable agents to provide unlimited quote scenarios. Integrate across technology platforms. PL Rating doesn’t just integrate with other Vertafore solutions—it is also built to integrate with carrier and third-party applications. By leveraging its open API architecture, PL Rating users can build tech stacks that meet their needs. The user sets the list of possible integrations, not the software.


**Average Rating:** 4.5/5.0
**Total Reviews:** 478
**How Do G2 Users Rate PL Rating?**

- **Quality of Support:** 8.7/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind PL Rating?**

- **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore)
- **Company Website:** https://www.vertafore.com
- **Year Founded:** 1969
- **HQ Location:** Denver, CO
- **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,022 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Manager, Insurance Agent
- **Top Industries:** Insurance, Automotive
- **Company Size:** 82% Small-Business, 7% Mid-Market


#### What Are PL Rating's Pros and Cons?

**Pros:**

- Ease of Use (141 reviews)
- Time Saving (63 reviews)
- Quoting System (60 reviews)
- Speed (51 reviews)
- Carrier Accounts (45 reviews)

**Cons:**

- Inaccurate Quoting (62 reviews)
- Carrier Limitations (53 reviews)
- Inaccurate Rates (17 reviews)
- Manual Data Entry (14 reviews)
- Cumbersome Process (10 reviews)


### What Do G2 Reviewers Say About PL Rating?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of PL Rating, facilitating smooth navigation and efficient data management.
- Users find PL Rating to be **time-saving** , streamlining the process of sending client information efficiently.
- Users value the **convenience of simultaneous quoting** in PL Rating, enhancing efficiency and ease of use.
- Users commend the **speed and ease** of quoting with PL Rating, making the process quick and efficient.
- Users value the **efficiency of data transfer** to preferred carriers, streamlining the insurance shopping experience significantly.

**Cons:**

- Users face challenges with **inaccurate quoting** , hindering progress due to irrelevant required answers and credential update issues.
- Users feel **carrier limitations** lead to inaccurate pricing and mismatched rates, diminishing the perceived value of PL Rating.
- Users find the **inaccurate rates** of PL Rating lead to confusion and extra time when verifying with carriers.
- Users find the **manual data entry** process tedious and inefficient, especially due to limited carrier compatibility.
- Users find the setup to be **cumbersome** , leading to inefficiencies and potential errors with carrier credentials.

#### What Are Recent G2 Reviews of PL Rating?

**"[Time-Saving Quoting, Smooth Integrations, High-Volume Office](https://www.g2.com/survey_responses/pl-rating-review-12953689)"**

**Rating:** 4.5/5.0 stars
*— Michael B.*

[Read full review](https://www.g2.com/survey_responses/pl-rating-review-12953689)

---

**"[PL Rating saves us so much time!](https://www.g2.com/survey_responses/pl-rating-review-9309629)"**

**Rating:** 4.5/5.0 stars
*— Erich O.*

[Read full review](https://www.g2.com/survey_responses/pl-rating-review-9309629)

---


#### What Are G2 Users Discussing About PL Rating?

- [What is a comp rater?](https://www.g2.com/discussions/what-is-a-comp-rater) - 2 comments
- [What is rating software?](https://www.g2.com/discussions/what-is-rating-software)
- [What is pl rater insurance?](https://www.g2.com/discussions/what-is-pl-rater-insurance)
- [What is pl rating?](https://www.g2.com/discussions/what-is-pl-rating)

### 2. [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews)
EZLynx is an AI-enabled agency management system and comparative rating platform built for independent insurance agencies. It combines real-time personal lines rating, policy management, automation, and client engagement tools in one cloud solution—helping teams reduce manual entry, automate workflows, and move faster from quote to bind. By unifying rating, service workflows, reporting, and a customer portal in a single platform, EZLynx helps agencies streamline operations, improve retention, and grow premium without adding complexity. Trusted by 37,000+ agencies nationwide, EZLynx includes: EZLynx Rating Engine: Get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Share data across apps to eliminate duplicate entry, compare rates side by side, and streamline cross-carrier remarketing. EZLynx Management System: Centralize quotes, policies, claims, documents, and tasks. Daily carrier downloads keep data current, enabling fast service, proactive renewals, and targeted remarketing with accurate information and organized workflows. Who it’s for: New and growing independent agencies Agency owners, principals, operations leaders, producers, and CSRs What it solves: Cross-carrier personal lines quoting without rekeying Commercial lines submissions - simplified Renewal remarketing and retention tracking Client self-service via a secure customer portal Reporting for productivity, growth, and compliance Automating manual workflows that slow service and sales How it’s different: AI-enabled automation for sales and service workflows AMS + rating on one platform keeps all your data in one system 48-state carrier connectivity for real-time quotes Built-in portal, reporting, and remarketing workflows Implementation and integrations: Cloud-based deployment with guided onboarding Integrates with carrier downloads, email, payments, and eSignature tools Let EZLynx automate the busywork so your team can sell, service, and grow your book of business.


**Average Rating:** 4.4/5.0
**Total Reviews:** 699
**How Do G2 Users Rate EZLynx?**

- **Quality of Support:** 8.3/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.7/10)

**Who Is the Company Behind EZLynx?**

- **Seller:** [EZLynx](https://www.g2.com/sellers/ezlynx)
- **Company Website:** https://www.ezlynx.com/
- **Year Founded:** 2003
- **HQ Location:** Lewisville, TX
- **Twitter:** @EZLynx (1,128 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2745224 (111 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Insurance Agent, Account Manager
- **Top Industries:** Insurance
- **Company Size:** 90% Small-Business, 8% Mid-Market


#### What Are EZLynx's Pros and Cons?

**Pros:**

- Ease of Use (122 reviews)
- Efficiency (54 reviews)
- Features (53 reviews)
- Client Management (39 reviews)
- Data Management (32 reviews)

**Cons:**

- Inaccuracy Issues (29 reviews)
- Poor Reporting (21 reviews)
- Learning Curve (19 reviews)
- Limited Features (18 reviews)
- Quoting Issues (17 reviews)


### What Do G2 Reviewers Say About EZLynx?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find EZLynx to have an **incredibly easy data entry process** , enhancing efficiency and workflow in insurance tasks.
- Users value the **efficiency** of EZLynx, benefiting from streamlined management and quick comparisons across insurance types.
- Users value the **intuitive user interface and robust features** of EZLynx for efficient agency management.
- Users praise EZLynx for its **efficient client management** , simplifying workflows and enhancing overall agency performance.
- Users appreciate the **efficient data management** in EZLynx, streamlining insurance quotes and enhancing team productivity.

**Cons:**

- Users often face **inaccuracy issues** with EZLynx, requiring them to verify information through carrier sites for accuracy.
- Users find the **poor reporting** in EZLynx frustrating, as it complicates task tracking and analysis of sales performance.
- Users face a **significant learning curve** with EZLynx due to its challenging layout and hard-to-find features.
- Users express concern over the **limited features** in EZLynx, affecting usability and value for single users.
- Users face **quoting issues** with EZLynx, including limited deductible options and occasional errors in quote generation.

#### What Are Recent G2 Reviews of EZLynx?

**"[Convenient Reporting, Easy Account Setup, and ACORDs, other insurance forms & Certificate Creation](https://www.g2.com/survey_responses/ezlynx-review-12792477)"**

**Rating:** 5.0/5.0 stars
*— Chelsi M.*

[Read full review](https://www.g2.com/survey_responses/ezlynx-review-12792477)

---

**"[Very good agency management system](https://www.g2.com/survey_responses/ezlynx-review-11507181)"**

**Rating:** 4.0/5.0 stars
*— Jay G.*

[Read full review](https://www.g2.com/survey_responses/ezlynx-review-11507181)

---


#### What Are G2 Users Discussing About EZLynx?

- [How has EZLynx impacted your insurance agency management, and what improvements could be made?](https://www.g2.com/discussions/how-has-ezlynx-impacted-your-insurance-agency-management-and-what-improvements-could-be-made) - 1 comment
- [How much does EZLynx cost per month?](https://www.g2.com/discussions/ezlynx-how-much-does-ezlynx-cost-per-month)
- [How many employees does EZLynx have?](https://www.g2.com/discussions/how-many-employees-does-ezlynx-have) - 1 comment
- [How do you use the EZLynx rater?](https://www.g2.com/discussions/how-do-you-use-the-ezlynx-rater) - 1 comment
- [How much does EZLynx cost per month?](https://www.g2.com/discussions/how-much-does-ezlynx-cost-per-month) - 1 upvote

### 3. [TurboRater](https://www.g2.com/products/zywave-turborater/reviews)
TurboRater is the industry's leading personal lines comparative rating platform, rated #1 by customers for ease of set up, ease of doing business with, and likelihood to recommend. Independent agents and producers rely on it to quote auto, home, and more from 200+ carriers in real time, all from a single-screen workflow. Built for speed, accuracy, and scale, TurboRater enables agencies to handle more volume, reduce errors, and grow revenue without adding headcount. Agents enter data once and instantly compare premiums and coverage options side by side across dozens of carriers in all 50 states. Built-in underwriting rules apply automatically, keeping every quote accurate from the start. Automated data prefill for vehicle, driver, and property information eliminates manual entry and reduces E&O exposure. Embedded reporting gives agency owners and managers clear visibility into closing ratios, carrier usage, and producer performance. TurboRater connects with 50+ agency management systems and technology partners, with native two-way AMS integrations that allow policy and client data to flow seamlessly in both directions. When a policy binds, insured details, coverages, premiums, and effective dates transfer automatically into the connected AMS, with no rekeying and no data gaps. However agencies prefer to work, TurboRater meets them there. The platform is accessible through a direct agency UI, embedded on an agency website for consumer-facing quoting (generating up to 16x more leads), or integrated via RESTful API into third-party workflows like credit union lending platforms, where customers have seen a 22% average increase in insurance cross-sale rates.


**Average Rating:** 4.5/5.0
**Total Reviews:** 26
**How Do G2 Users Rate TurboRater?**

- **Quality of Support:** 9.0/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.2/10 (Category avg: 8.7/10)

**Who Is the Company Behind TurboRater?**

- **Seller:** [Zywave](https://www.g2.com/sellers/zywave)
- **Company Website:** https://www.zywave.com
- **Year Founded:** 1995
- **HQ Location:** Milwaukee, WI
- **LinkedIn® Page:** https://www.linkedin.com/company/zywave (953 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Insurance
- **Company Size:** 67% Small-Business, 19% Mid-Market


#### What Are TurboRater's Pros and Cons?

**Pros:**

- All-in-one Functionality (2 reviews)
- Ease of Use (2 reviews)
- Quoting System (2 reviews)
- Speed (2 reviews)
- Time Saving (2 reviews)

**Cons:**

- Inaccurate Quoting (2 reviews)
- Application Errors (1 reviews)
- Error Correction (1 reviews)


### What Do G2 Reviewers Say About TurboRater?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **all-in-one functionality** of TurboRater, enabling quick deployment and seamless integration for quoting.
- Users praise TurboRater for its **ease of use** , enabling rapid implementation and seamless integration for quick access to quotes.
- Users love the **efficient quoting system** of TurboRater, enabling quick comparisons and seamless integration with carriers.
- Users appreciate the **incredible speed to market** with TurboRater, enabling rapid deployment of consumer-facing quotes.
- Users value TurboRater for its **incredible time-saving capabilities** , enabling rapid deployment of consumer-facing quotes.

**Cons:**

- Users often face **inaccurate quoting** , leading to discrepancies between quoted and actual prices from companies.
- Users often experience **application errors** when entering VINs, leading to frustration and inefficiencies.
- Users experience **error correction issues** with TurboRater, often encountering VIN not found or error messages.

#### What Are Recent G2 Reviews of TurboRater?

**"[Time-Saving Rate Comparison with Room for Speed Improvement](https://www.g2.com/survey_responses/turborater-review-12880693)"**

**Rating:** 5.0/5.0 stars
*— Yillian G.*

[Read full review](https://www.g2.com/survey_responses/turborater-review-12880693)

---

**"[A Game Changer for Auto Insurance Quotes](https://www.g2.com/survey_responses/turborater-review-12677036)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Insurance*

[Read full review](https://www.g2.com/survey_responses/turborater-review-12677036)

---



### 4. [Guidewire PolicyCenter](https://www.g2.com/products/guidewire-policycenter/reviews)
The claims management system the P&C industry trusts most, built with intelligence that scales alongside every adjuster. ClaimCenter resolves claims faster, reduces decision variance, and exceeds customer expectations, with insurance-grade AI that embeds knowledge and real-time guidance directly into the claims lifecycle.


**Average Rating:** 4.2/5.0
**Total Reviews:** 36
**How Do G2 Users Rate Guidewire PolicyCenter?**

- **Quality of Support:** 8.0/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind Guidewire PolicyCenter?**

- **Seller:** [Guidewire](https://www.g2.com/sellers/guidewire)
- **Year Founded:** 2001
- **HQ Location:** San Mateo, California
- **Twitter:** @Guidewire_PandC (4,815 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9624/ (4,286 employees on LinkedIn®)
- **Ownership:** NYSE: GWRE

**Who Uses This Product?**
- **Top Industries:** Insurance
- **Company Size:** 54% Enterprise, 28% Mid-Market


#### What Are Guidewire PolicyCenter's Pros and Cons?

**Pros:**

- Ease of Use (3 reviews)
- Integrations (3 reviews)
- Customization (2 reviews)
- Features (2 reviews)
- Insurance Management (2 reviews)

**Cons:**

- System Complexity (2 reviews)
- Complex Features (1 reviews)
- Complexity (1 reviews)
- Cumbersome Process (1 reviews)
- Expensive (1 reviews)


### What Do G2 Reviewers Say About Guidewire PolicyCenter?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** in Guidewire PolicyCenter, highlighting its intuitive UI and straightforward configuration.
- Users value the **robust integration capabilities** of Guidewire PolicyCenter, enhancing their experience with powerful features and vendor support.
- Users value the **customization options** of Guidewire PolicyCenter, enhancing usability and streamlining insurance processes.
- Users appreciate the **highly declarative product model** of Guidewire PolicyCenter, enabling easy definitions and reusable components.
- Users appreciate the **highly customizable user interface** of Guidewire PolicyCenter, enhancing their experience across roles.

**Cons:**

- Users find that the **system complexity** leads to challenges in implementation and configuration despite touted ease of use.
- Users experience a **steep ramp-up time** for configuration, contradicting claims of ease of use for complex requirements.
- Users find the **complexity of implementation** a challenge, alongside concerns about cost and total ownership expenses.
- Users find the **implementation process cumbersome** , requiring significant time and investment to fully utilize PolicyCenter.
- Users note that the **high cost and TCO** of Guidewire PolicyCenter can be a significant drawback.

#### What Are Recent G2 Reviews of Guidewire PolicyCenter?

**"[Highly Declarative, User-Friendly Platform with Robust Workflows](https://www.g2.com/survey_responses/guidewire-policycenter-review-11922275)"**

**Rating:** 5.0/5.0 stars
*— Ashish T.*

[Read full review](https://www.g2.com/survey_responses/guidewire-policycenter-review-11922275)

---

**"[Convenient for live transactions, less waiting.](https://www.g2.com/survey_responses/guidewire-policycenter-review-12704840)"**

**Rating:** 4.0/5.0 stars
*— Harmony B.*

[Read full review](https://www.g2.com/survey_responses/guidewire-policycenter-review-12704840)

---


#### What Are G2 Users Discussing About Guidewire PolicyCenter?

- [What is Guidewire PolicyCenter used for?](https://www.g2.com/discussions/what-is-guidewire-policycenter-used-for)

### 5. [Duck Creek Policy](https://www.g2.com/products/duck-creek-policy/reviews)
Duck Creek Policy allows you to manage the entire policy lifecycle from quote to bind to issue, as well as administer amendments, endorsements, renewals and cancellations.


**Average Rating:** 4.6/5.0
**Total Reviews:** 102
**How Do G2 Users Rate Duck Creek Policy?**

- **Quality of Support:** 9.1/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind Duck Creek Policy?**

- **Seller:** [Duck Creek Technologies](https://www.g2.com/sellers/duck-creek-technologies)
- **Year Founded:** 2000
- **HQ Location:** Boston, MA
- **Twitter:** @DuckCreekTech (3,215 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/duck-creek-technologies/ (1,878 employees on LinkedIn®)
- **Ownership:** NASDAQ: DCT

**Who Uses This Product?**
- **Who Uses This:** Senior Software Engineer, Software Engineer
- **Top Industries:** Insurance, Financial Services
- **Company Size:** 65% Enterprise, 23% Mid-Market


#### What Are Duck Creek Policy's Pros and Cons?

**Pros:**

- Ease of Use (3 reviews)
- Efficiency Improvement (2 reviews)
- Flexibility (2 reviews)
- Intuitive (2 reviews)
- Policy Management (2 reviews)

**Cons:**

- System Complexity (2 reviews)
- API Limitations (1 reviews)
- Complex Process (1 reviews)
- Data Entry Issues (1 reviews)
- Extra Costs (1 reviews)


### What Do G2 Reviewers Say About Duck Creek Policy?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Duck Creek Policy to be **user-friendly and highly configurable** , simplifying policy management and development tasks.
- Users commend Duck Creek Policy for its **streamlined efficiency improvements** , enabling effective policy management and adaptation to changes.
- Users value the **flexibility** of Duck Creek Policy, allowing for tailored configurations to meet specific business needs.
- Users value the **intuitive design** of Duck Creek Policy, making code development and mapping straightforward and efficient.
- Users value the **high configurability** of Duck Creek Policy, allowing tailored solutions to meet diverse business needs.

**Cons:**

- Users often face **system complexity** with Duck Creek Policy, leading to challenging implementations and integration issues.
- Users find **API limitations** often cumbersome, suggesting potential improvements for better integration with Duck Creek.
- Users face challenges with **complex processes** , including data capture issues and time-consuming configurations that hinder usability.
- Users experience **data entry issues** with Duck Creek, including incorrect data capture and lost inputs during processing.
- Users highlight **extra costs** for implementation and maintenance of Duck Creek Policy, burdening some organizations financially.

#### What Are Recent G2 Reviews of Duck Creek Policy?

**"[DC policy SAAS based Platform Review.](https://www.g2.com/survey_responses/duck-creek-policy-review-5445804)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Automotive*

[Read full review](https://www.g2.com/survey_responses/duck-creek-policy-review-5445804)

---

**"[DuckCreek Policy Pros and Cons](https://www.g2.com/survey_responses/duck-creek-policy-review-8263510)"**

**Rating:** 4.5/5.0 stars
*— Sahil J.*

[Read full review](https://www.g2.com/survey_responses/duck-creek-policy-review-8263510)

---


#### What Are G2 Users Discussing About Duck Creek Policy?

- [What is Duck Creek Policy used for?](https://www.g2.com/discussions/what-is-duck-creek-policy-used-for)

### 6. [Oracle Insurance Insbridge Enterprise Rating](https://www.g2.com/products/oracle-insurance-insbridge-enterprise-rating/reviews)
Provides an adaptive solution for product management, premium calculation, and underwriting rules management, enabling insurers to respond quickly to market changes and manage the policy lifecycle.


**Average Rating:** 4.3/5.0
**Total Reviews:** 10
**How Do G2 Users Rate Oracle Insurance Insbridge Enterprise Rating?**

- **Quality of Support:** 8.9/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.5/10 (Category avg: 8.7/10)

**Who Is the Company Behind Oracle Insurance Insbridge Enterprise Rating?**

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle (827,997 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®)
- **Ownership:** NYSE:ORCL

**Who Uses This Product?**
- **Top Industries:** Insurance
- **Company Size:** 60% Enterprise, 20% Mid-Market



#### What Are Recent G2 Reviews of Oracle Insurance Insbridge Enterprise Rating?

**"[Strong Technology for the new age of Digital Insurance](https://www.g2.com/survey_responses/oracle-insurance-insbridge-enterprise-rating-review-795014)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Insurance*

[Read full review](https://www.g2.com/survey_responses/oracle-insurance-insbridge-enterprise-rating-review-795014)

---

**"[Great Customer Service](https://www.g2.com/survey_responses/oracle-insurance-insbridge-enterprise-rating-review-788851)"**

**Rating:** 5.0/5.0 stars
*— Jonathan E.*

[Read full review](https://www.g2.com/survey_responses/oracle-insurance-insbridge-enterprise-rating-review-788851)

---


#### What Are G2 Users Discussing About Oracle Insurance Insbridge Enterprise Rating?

- [What is Oracle Insurance Insbridge Enterprise Rating used for?](https://www.g2.com/discussions/what-is-oracle-insurance-insbridge-enterprise-rating-used-for)

### 7. [iPro](https://www.g2.com/products/ipro/reviews)
Generate custom group insurance proposals from any computer via the internet.


**Average Rating:** 4.6/5.0
**Total Reviews:** 10
**How Do G2 Users Rate iPro?**

- **Quality of Support:** 9.0/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind iPro?**

- **Seller:** [Quotit](https://www.g2.com/sellers/quotit)
- **Year Founded:** 2000
- **HQ Location:** Ontario, US
- **Twitter:** @Quotit (1,075 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/206576 (40 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 60% Small-Business, 40% Mid-Market



#### What Are Recent G2 Reviews of iPro?

**"[I experience it with Coding and Reviewing Documents](https://www.g2.com/survey_responses/ipro-review-7941225)"**

**Rating:** 4.5/5.0 stars
*— Felicia M.*

[Read full review](https://www.g2.com/survey_responses/ipro-review-7941225)

---

**"[User friendly](https://www.g2.com/survey_responses/ipro-review-5303752)"**

**Rating:** 4.0/5.0 stars
*— Abbas C.*

[Read full review](https://www.g2.com/survey_responses/ipro-review-5303752)

---



### 8. [OPUS](https://www.g2.com/products/opus/reviews)
Internet-based insurance agent administration system for policy underwriting.


**Average Rating:** 4.4/5.0
**Total Reviews:** 12
**How Do G2 Users Rate OPUS?**

- **Quality of Support:** 9.2/10 (Category avg: 8.7/10)
- **Ease of Use:** 7.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind OPUS?**

- **Seller:** [OMNIX Software Solutions](https://www.g2.com/sellers/omnix-software-solutions)
- **Year Founded:** 2006
- **HQ Location:** St Paul's Square, GB
- **Twitter:** @OMNIXSoftwareUK (13 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/261399/ (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 54% Enterprise, 31% Mid-Market



#### What Are Recent G2 Reviews of OPUS?

**"[4 years experience working in OPUS](https://www.g2.com/survey_responses/opus-review-4936937)"**

**Rating:** 4.0/5.0 stars
*— Ashley R.*

[Read full review](https://www.g2.com/survey_responses/opus-review-4936937)

---

**"[Best internet-based insurance agent administration system](https://www.g2.com/survey_responses/opus-review-4934082)"**

**Rating:** 4.5/5.0 stars
*— Said S.*

[Read full review](https://www.g2.com/survey_responses/opus-review-4934082)

---


#### What Are G2 Users Discussing About OPUS?

- [How do I export data from Opus to excel?](https://www.g2.com/discussions/how-do-i-export-data-from-opus-to-excel)
- [Is there any free software available for FTIR analysis?](https://www.g2.com/discussions/is-there-any-free-software-available-for-ftir-analysis)
- [How do I use Opus Software?](https://www.g2.com/discussions/how-do-i-use-opus-software)
- [What does Opus Software Do?](https://www.g2.com/discussions/what-does-opus-software-do)

### 9. [QuoteRush](https://www.g2.com/products/quoterush/reviews)
Our software is a simple to use rating tool that allows you to quickly quote all of your insurance carriers from a single entry screen.


**Average Rating:** 4.4/5.0
**Total Reviews:** 19
**How Do G2 Users Rate QuoteRush?**

- **Quality of Support:** 8.6/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind QuoteRush?**

- **Seller:** [QuoteRush](https://www.g2.com/sellers/quoterush)
- **Year Founded:** 2011
- **HQ Location:** West Palm Beach, FL
- **Twitter:** @QuoteRush (77 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/quoterush/ (15 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Insurance
- **Company Size:** 80% Small-Business, 15% Mid-Market



#### What Are Recent G2 Reviews of QuoteRush?

**"[Integration Review](https://www.g2.com/survey_responses/quoterush-review-7767368)"**

**Rating:** 4.0/5.0 stars
*— David O.*

[Read full review](https://www.g2.com/survey_responses/quoterush-review-7767368)

---

**"[Enter Info Once, Compare Multiple Carriers with Ease](https://www.g2.com/survey_responses/quoterush-review-12459617)"**

**Rating:** 5.0/5.0 stars
*— John H.*

[Read full review](https://www.g2.com/survey_responses/quoterush-review-12459617)

---


#### What Are G2 Users Discussing About QuoteRush?

- [What is QuoteRush used for?](https://www.g2.com/discussions/what-is-quoterush-used-for)

### 10. [Best Plan Pro](https://www.g2.com/products/best-plan-pro/reviews)
Best Plan Pro uses AI to simplify underwriting for life insurance agents. Ditch your cheat sheets, make better product recommendations, and close more deals with our patented software.


**Average Rating:** 4.5/5.0
**Total Reviews:** 7
**How Do G2 Users Rate Best Plan Pro?**

- **Quality of Support:** 9.3/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.7/10)

**Who Is the Company Behind Best Plan Pro?**

- **Seller:** [Best Plan Pro](https://www.g2.com/sellers/best-plan-pro)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/best-plan-pro (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Insurance
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Best Plan Pro?

**"[BPP helping one agent at a time](https://www.g2.com/survey_responses/best-plan-pro-review-8735232)"**

**Rating:** 4.0/5.0 stars
*— Marques P.*

[Read full review](https://www.g2.com/survey_responses/best-plan-pro-review-8735232)

---

**"[Efficient Life Insurance Management, Minor Login Issue](https://www.g2.com/survey_responses/best-plan-pro-review-12658672)"**

**Rating:** 5.0/5.0 stars
*— Robert O.*

[Read full review](https://www.g2.com/survey_responses/best-plan-pro-review-12658672)

---



### 11. [Clik.ai](https://www.g2.com/products/clik-ai/reviews)
AI-Spreadsheet automation software for multifamily and commercial real estate underwriting. The platform is used to automate financial modeling and spreadsheet analysis for commercial real estate and multifamily properties. Lenders, brokers and investors can take their spreadsheet model and automate loan sizing, loan servicing analytics and IRR modeling using Clik.ai. Store Rent Comp and Deal Analytics within their dashboard. For software companies, they can self host our SmartExtract Rent Roll and Cashflow document analytics white label private hosted APIs within their servers & infrastructure.


**Average Rating:** 4.8/5.0
**Total Reviews:** 6
**How Do G2 Users Rate Clik.ai?**

- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind Clik.ai?**

- **Seller:** [Clik.ai](https://www.g2.com/sellers/clik-ai)
- **Year Founded:** 2017
- **HQ Location:** Toronto, CA
- **Twitter:** @clik_ai (504 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/cliktechnologies (33 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Clik.ai?

**"[Time saving & customizable solution for CRE underwriting](https://www.g2.com/survey_responses/clik-ai-review-8731655)"**

**Rating:** 5.0/5.0 stars
*— Jeremy C.*

[Read full review](https://www.g2.com/survey_responses/clik-ai-review-8731655)

---

**"[Underwriting process - seamless!](https://www.g2.com/survey_responses/clik-ai-review-10232618)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Accounting*

[Read full review](https://www.g2.com/survey_responses/clik-ai-review-10232618)

---



### 12. [Qumata](https://www.g2.com/products/qumata/reviews)
Qumata offers a convenient alternative to lengthy questionnaires and doctor's visits. Customers simply need to share their digital data so that our algorithm can calculate an accurate and individualized medical risk profile.


**Average Rating:** 4.4/5.0
**Total Reviews:** 6
**How Do G2 Users Rate Qumata?**

- **Quality of Support:** 9.2/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind Qumata?**

- **Seller:** [HealthyHealth](https://www.g2.com/sellers/healthyhealth)
- **Year Founded:** 2017
- **HQ Location:** London, GB
- **Twitter:** @HealthyHealth__ (87 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11157508 (11 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Small-Business, 50% Mid-Market


#### What Are Qumata's Pros and Cons?

**Pros:**

- Ease of Use (1 reviews)
- Workflow Efficiency (1 reviews)

**Cons:**

- Connectivity Issues (1 reviews)
- Poor Usability (1 reviews)


### What Do G2 Reviewers Say About Qumata?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** with Qumata, thanks to its quick registration and fast assessments.
- Users value the **workflow efficiency** of Qumata, enjoying quick assessments and a straightforward registration process.

**Cons:**

- Users face **connectivity issues** with Qumata, as it relies solely on electronic devices and apps.
- Users find **poor usability** in Qumata due to its reliance on electronic devices and limited accessibility.

#### What Are Recent G2 Reviews of Qumata?

**"[The most modern and innovative platform for insurance](https://www.g2.com/survey_responses/qumata-review-10682129)"**

**Rating:** 4.5/5.0 stars
*— insha b.*

[Read full review](https://www.g2.com/survey_responses/qumata-review-10682129)

---

**"[An Intuitive Platform to Calculate Medical Risk](https://www.g2.com/survey_responses/qumata-review-8478582)"**

**Rating:** 4.5/5.0 stars
*— Philip H.*

[Read full review](https://www.g2.com/survey_responses/qumata-review-8478582)

---


#### What Are G2 Users Discussing About Qumata?

- [What is Qumata used for?](https://www.g2.com/discussions/what-is-qumata-used-for)

### 13. [Flinks](https://www.g2.com/products/flinks/reviews)
Flinks is the creator of a powerful no-code platform and financial data APIs that make it easy and efficient for your team to build with financial data. Trusted by millions of individuals accessing financial services at world-class companies, our purpose is to make the struggles of open banking a thing of the past. Flinks at-a-glance: ● Enrichment — Upgrade your data stack to power data-driven use cases with actionable insights Flinks Enrichment is the smart analytics layer on top of your raw retail and business banking data. Whether your data pipeline is coming from Flinks, or you’re BYOD (bringing-your-own-data) from your existing integrations or open-banking providers—extracting actionable, model-ready insights for credit risk analysis, income verification, life event detection or fraud prevention couldn’t be easier. “Flinks Enrichment provides us with the capability to easily aggregate consumer employment and debt servicing data, allowing our team to fully automate the underwriting process.” —Alex Yi, Fincentify ● Connectivity — Power your solutions with the most performing financial data API Consumers want to use your services—let them easily and securely connect their financial accounts and share the data you need. From KYC to transactional data and assets, Flinks Connectivity is the backbone that will power your business and put you ahead of the competition. “With Flinks we’re able to onboard thousands of clients daily in a matter of minutes, making a complex process as simple and frictionless as possible.” —Laura Lampe, Wealthsimple


**Average Rating:** 4.4/5.0
**Total Reviews:** 59
**How Do G2 Users Rate Flinks?**

- **Quality of Support:** 8.4/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Flinks?**

- **Seller:** [Flinks](https://www.g2.com/sellers/flinks)
- **Year Founded:** 2016
- **HQ Location:** Montreal, Canada
- **Twitter:** @FlinksData (808 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/flinkstech/ (95 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Financial Services
- **Company Size:** 61% Small-Business, 36% Mid-Market


#### What Are Flinks's Pros and Cons?

**Pros:**

- Carrier Accounts (1 reviews)

**Cons:**

- Carrier Limitations (1 reviews)


### What Do G2 Reviewers Say About Flinks?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find **Carrier Accounts** by Flinks highly effective for seamlessly connecting their banking accounts with ease.

**Cons:**

- Users express frustration over the **lack of support for certain third-party financial institutions** with Flinks.

#### What Are Recent G2 Reviews of Flinks?

**"[Flinks Experience](https://www.g2.com/survey_responses/flinks-review-12080655)"**

**Rating:** 5.0/5.0 stars
*— Mohammed Hareez S.*

[Read full review](https://www.g2.com/survey_responses/flinks-review-12080655)

---

**"[perfect solution and great service](https://www.g2.com/survey_responses/flinks-review-9092548)"**

**Rating:** 5.0/5.0 stars
*— melissa e.*

[Read full review](https://www.g2.com/survey_responses/flinks-review-9092548)

---


#### What Are G2 Users Discussing About Flinks?

- [What is Flinks used for?](https://www.g2.com/discussions/what-is-flinks-used-for) - 1 comment

### 14. [Guidewire InsuranceSuite](https://www.g2.com/products/guidewire-insurancesuite/reviews)
Engage, innovate, and grow efficiently with the most trusted insurance software platform in the industry. With more than 300 P&C customers worldwide, InsuranceSuite is the industry standard for speed, agility, and success.


**Average Rating:** 4.1/5.0
**Total Reviews:** 24
**How Do G2 Users Rate Guidewire InsuranceSuite?**

- **Quality of Support:** 8.1/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind Guidewire InsuranceSuite?**

- **Seller:** [Guidewire](https://www.g2.com/sellers/guidewire)
- **Year Founded:** 2001
- **HQ Location:** San Mateo, California
- **Twitter:** @Guidewire_PandC (4,815 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9624/ (4,286 employees on LinkedIn®)
- **Ownership:** NYSE: GWRE

**Who Uses This Product?**
- **Top Industries:** Insurance
- **Company Size:** 72% Mid-Market, 28% Enterprise


#### What Are Guidewire InsuranceSuite's Pros and Cons?

**Pros:**

- Customizability (3 reviews)
- Data Management (3 reviews)
- Ease of Use (3 reviews)
- Efficiency Improvement (3 reviews)
- Updates (3 reviews)

**Cons:**

- Complex System (3 reviews)
- Expensive (3 reviews)
- System Complexity (3 reviews)
- Complexity (2 reviews)
- Inefficiency (2 reviews)


### What Do G2 Reviewers Say About Guidewire InsuranceSuite?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **customizability** of Guidewire InsuranceSuite, allowing tailored solutions that meet specific business needs efficiently.
- Users value the **comprehensive and modular design** of Guidewire InsuranceSuite, enhancing policy management and operational efficiency.
- Users value the **ease of use** of Guidewire InsuranceSuite, appreciating its modular design and stable cloud integration.
- Users benefit from the **improved efficiency** and automation capabilities of Guidewire InsuranceSuite, enhancing overall operational performance.
- Users value the **comprehensive and modular design** of Guidewire InsuranceSuite, ensuring seamless policy management on a unified platform.

**Cons:**

- Users find Guidewire InsuranceSuite to have a **high cost and complexity** that necessitates additional administration support.
- Users find Guidewire InsuranceSuite to be **expensive** , especially challenging for small insurance companies due to complexity and additional consulting needs.
- Users find the **system complexity** of Guidewire InsuranceSuite challenging, often requiring external assistance for effective management.
- Users find the **complexity** of Guidewire InsuranceSuite challenging, often requiring external consulting for effective use.
- Users find the **inefficiency in administration and configuration** burdensome, necessitating additional personnel for management.

#### What Are Recent G2 Reviews of Guidewire InsuranceSuite?

**"[Comprehensive and Scalable, But BBG Support Needs Improvement](https://www.g2.com/survey_responses/guidewire-insurancesuite-review-11851944)"**

**Rating:** 4.5/5.0 stars
*— Syed Abuthahir S.*

[Read full review](https://www.g2.com/survey_responses/guidewire-insurancesuite-review-11851944)

---

**"[Robust, Modular, and Future-Proof Solution for P&C](https://www.g2.com/survey_responses/guidewire-insurancesuite-review-11869974)"**

**Rating:** 4.5/5.0 stars
*— Faizal Arafath A.*

[Read full review](https://www.g2.com/survey_responses/guidewire-insurancesuite-review-11869974)

---



### 15. [ACS 2000](https://www.g2.com/products/acs-2000/reviews)
Comparative rating and client management solution for agencies. Comparative Rating, Underwriting, and more.


**Average Rating:** 4.4/5.0
**Total Reviews:** 4
**How Do G2 Users Rate ACS 2000?**

- **Quality of Support:** 9.2/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.7/10)

**Who Is the Company Behind ACS 2000?**

- **Seller:** [Agency Computer Systems](https://www.g2.com/sellers/agency-computer-systems)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Mid-Market, 50% Small-Business



#### What Are Recent G2 Reviews of ACS 2000?

**"[Great rating program](https://www.g2.com/survey_responses/acs-2000-review-9914547)"**

**Rating:** 5.0/5.0 stars
*— Melissa R.*

[Read full review](https://www.g2.com/survey_responses/acs-2000-review-9914547)

---

**"[Great rating software](https://www.g2.com/survey_responses/acs-2000-review-7311549)"**

**Rating:** 4.5/5.0 stars
*— Audrey W.*

[Read full review](https://www.g2.com/survey_responses/acs-2000-review-7311549)

---


#### What Are G2 Users Discussing About ACS 2000?

- [What is ACS 2000 used for?](https://www.g2.com/discussions/what-is-acs-2000-used-for)

### 16. [AIM](https://www.g2.com/products/aim/reviews)
For over 50 years, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. Agencies, MGAs, and carriers rely on Vertafore solutions to provide end-to-end connectivity, improve client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers. AIM™ is a comprehensive, all-in-one underwriting and accounting solution designed specifically for Managing General Agents (MGAs), Managing General Underwriters (MGUs), and wholesale brokers. This powerful insurance technology centralizes core underwriting, accounting, and claims functions to manage the complex end-to-end lifecycles of submissions and policy servicing processes. MGAs, MGUs, and wholesale brokers leverage AIM to: Manage and streamline underwriting processes. AIM’s underwriting functionality allows users to easily clear, quote, bind, and invoice policies with the push of a button. Additionally, this module automatically synchronizes data with AIM’s equally powerful accounting module. Manage accounting tasks. AIM’s accounting module enables efficient management of payables, receivables, balance sheets, income statements, and general ledger reports. Create innovative products for the insurance marketplace. MGAs leverage the solution’s capacity to build products for specific coverages and markets. Users can choose default settings for data elements like limits, deductibles, terms, taxes, and commissions—efficiencies that increase speed-to-market. Automate and customize workflows. AIM’s customizable trigger actions such as document generation and creation. Users can design and implement workflows to automate tasks such as submission routing, underwriting approvals, policy issuance, and renewal processing. The increased efficiency translates to faster turnaround times, improved client communication, and enhanced service delivery. Improve client communications. AIM users can create, schedule, and send customized and targeted client communications to ensure clear, consistent messaging about policy updates, renewal notices, and claims-related information. Manage surplus lines taxes. The surplus lines feature in the accounting modules tracks tax filings for each state and automatically calculates the appropriate taxes during the quote process. Provide real-time reporting. AIM’s robust reporting capabilities deliver insights into submission activity and hit ratios for brokers. Users use real-time reporting to identify emerging trends and gain a holistic view of the business’s operational efficiency. AIM empowers MGAs, MGUs, and wholesale brokers to make informed decisions, optimize workflows, and respond swiftly to market changes. Manage the policy lifecycle. AIM monitors the policy lifecycle from submission and quoting to administration, ensuring accuracy and reducing processing times. Process claims efficiently. With AIM, the claims process becomes more efficient and accurate. Users can access tools for managing claims workflows, documenting claims information, and facilitating stakeholder communication. AIM streamlines the claims process, reduces settlement times, and improves the claims experience. Support new business growth. As MGAs, MGUs, and wholesale brokers expand their operations, AIM provides the scalability to handle increased policy volumes, new lines of business, and entry into new geographical markets. This ensures that the system can adapt to the evolving needs of the industry, supporting sustainable growth and new product innovation.


**Average Rating:** 3.8/5.0
**Total Reviews:** 17
**How Do G2 Users Rate AIM?**

- **Quality of Support:** 7.5/10 (Category avg: 8.7/10)
- **Ease of Use:** 7.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind AIM?**

- **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore)
- **Year Founded:** 1969
- **HQ Location:** Denver, CO
- **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,022 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Insurance, Accounting
- **Company Size:** 53% Small-Business, 47% Mid-Market


#### What Are AIM's Pros and Cons?

**Pros:**

- Accounting (2 reviews)
- Accounting Features (2 reviews)
- Ease of Use (2 reviews)
- Client Management (1 reviews)
- Customer Support (1 reviews)

**Cons:**

- Accounting Difficulties (2 reviews)
- Integration Issues (2 reviews)
- Reporting Issues (2 reviews)
- Application Errors (1 reviews)
- Bug Issues (1 reviews)


### What Do G2 Reviewers Say About AIM?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **stability and reliability** of AIM, praising its excellent accounting functionality and management flexibility.
- Users value the **stable and reliable accounting functionality** of AIM, appreciating its flexibility and strong controls.
- Users find AIM's **ease of use** exceptional, thanks to its intuitive navigation and straightforward report analysis.
- Users value the **flexible client management** system in AIM, praised for balancing ease with robust accounting controls.
- Users value the **excellent customer support** team of AIM, enhancing their overall experience with the tool.

**Cons:**

- Users find **accounting difficulties** in AIM due to clunky reporting features and a lack of accounting-focused development.
- Users report **integration issues** with AIM, including messy tables and challenges with API functionalities and vendor support.
- Users feel that **reporting issues** in AIM hinder usability and reflect a lack of accounting-focused development.
- Users struggle with **application errors** , particularly issues with messy tables and API integration displaying RP/AP incorrectly.
- Users find **bug issues** in AIM, particularly with messy tables and improper API integration displays.

#### What Are Recent G2 Reviews of AIM?

**"[Streamlined Policy Writing with Top-Notch Support](https://www.g2.com/survey_responses/aim-review-12628883)"**

**Rating:** 5.0/5.0 stars
*— Quintin S.*

[Read full review](https://www.g2.com/survey_responses/aim-review-12628883)

---

**"[User-Friendly for Accounting, Needs Better Validation](https://www.g2.com/survey_responses/aim-review-12629201)"**

**Rating:** 4.0/5.0 stars
*— Angela M.*

[Read full review](https://www.g2.com/survey_responses/aim-review-12629201)

---



### 17. [Plaid](https://www.g2.com/products/plaid/reviews)
What is Plaid? Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services. Core product categories and solutions 1. Payments: Plaid offers a modular suite of account linking, risk, and money movement products to make bank payments more successful and scalable than ever. 2. Account linking and verification: Plaid offers the full suite of Auth products—instant Auth with 95% coverage of U.S. bank accounts and database Auth for broader reach—along with Identity to verify account ownership 3. Risk management: Signal, our payment risk platform, provides the choice of real-time balance checks or machine learning transaction risk scores, all delivered through a hosted rules engine with a no-code UI so risk insights can be acted on immediately. 4. Money movement: Transfer is Plaid’s multi-rail payment solution, supporting ACH, RTP, FedNow, and Request for Payment, with Signal embedded for built-in risk decisioning. This unified suite makes it easier to connect accounts, manage risk, and move money with confidence. 5. Identity verification and fraud prevention: Plaid offers comprehensive tools to confirm identities and reduce fraud. Plaid Identity Verification (IDV) lets clients authenticate their customers through document checks, liveness detection, and data source verification. Monitor lets clients detect whether their customers are on government watchlists through sanction, PEP, and watchlist screening for anti-money laundering compliance. Plaid Protect is an AI-powered fraud intelligence platform that helps detect and stop fraud across the entire user journey—from the first interaction to the point of a transaction. Built on top of Plaid's network of a billion device connections across over 7,000 apps, Protect helps businesses prevent the toughest fraud including ATOs, first party fraud and synthetic identities. 6. Personal finance data & insights: Transactions provides up to 24 months of categorized history enriched with merchant and location details. Liabilities offers visibility into credit card, loan, and mortgage obligations, while Investments aggregates brokerage, retirement, and crypto accounts. Enrich and Personal Finance Insights help companies clean and contextualize data to deliver stronger budgeting and financial wellness experiences. 7. Credit underwriting & financial health: Plaid Consumer Report helps lenders harness FCRA-compliant cash flow data, offering income insights, asset verification, and real-time account activity to power more confident decisions. By leveraging Plaid’s unique network insights, lenders gain a holistic view of borrower financial stability which can be used throughout the entire lending lifecycle. With a market-ready risk score - Plaid LendScore - financial institutions can underwrite more accurately, approve more qualified borrowers, and reduce losses with smarter, data-driven assessments. 8. Open finance & connectivity: Core Exchange offers standardized access to financial data, Permissions Manager gives consumers greater control over consent, and the App Directory supports partner compliance and risk management. 9. Onboarding & user journeys: Plaid Link is a mobile-first, conversion-optimized interface that enables secure account connections at scale. By reducing friction during sign-up, Link helps businesses improve customer onboarding and payment flows. Industries and use cases Plaid supports a wide range of industries and financial workflows, including: - Banks & credit unions - Payouts streamline disbursements, and Pay by Bank supports direct consumer-to-business payments for recurring bills, subscriptions, and eCommerce. - Mortgages & lending - Government & public sector programs - Property management - Gaming - Crypto & digital assets - Business finances - Wealth management Customers include Venmo, Robinhood, Rocket, Carvana, Affirm, Invitation Homes, and many more. Security and compliance Plaid is built with enterprise-grade encryption, continuous monitoring, and regulatory compliance, including PSD2 in Europe and FCA requirements in the UK. Plaid does not hold funds but enables secure data transfer and payment initiation. Conclusion Plaid provides trusted infrastructure across payments, identity verification, fraud prevention, account connectivity, and open banking. With scale, security, and mobile-first design, Plaid helps businesses create seamless and secure financial experiences for millions of consumers worldwide.


**Average Rating:** 4.2/5.0
**Total Reviews:** 44
**How Do G2 Users Rate Plaid?**

- **Quality of Support:** 7.9/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.7/10)

**Who Is the Company Behind Plaid?**

- **Seller:** [Plaid, Inc.](https://www.g2.com/sellers/plaid-inc)
- **Company Website:** https://plaid.com
- **Year Founded:** 2013
- **HQ Location:** San Francisco , US
- **Twitter:** @Plaid (37,456 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2684737/ (1,424 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Financial Services
- **Company Size:** 57% Small-Business, 18% Mid-Market


#### What Are Plaid's Pros and Cons?

**Pros:**

- Ease of Use (10 reviews)
- Security (6 reviews)
- Easy Integrations (5 reviews)
- User Experience (5 reviews)
- Access (4 reviews)

**Cons:**

- Access Limitations (4 reviews)
- Carrier Limitations (3 reviews)
- Connectivity Issues (3 reviews)
- System Errors (3 reviews)
- Complexity (2 reviews)


### What Do G2 Reviewers Say About Plaid?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of Plaid, highlighting quick bank connections and a straightforward setup process.
- Users value the **high level of security** provided by Plaid, ensuring safe and effortless management of their financial accounts.
- Users value the **easy integrations** provided by Plaid, simplifying the connection of bank accounts with various services.
- Users appreciate the **secure connections** and **biometric authentication** , making account management easy and convenient.
- Users appreciate the **quick and painless bank account connections** offered by Plaid, enhancing security and convenience.

**Cons:**

- Users are frustrated by **access limitations** since Plaid doesn't support connections to all banks, especially in Canada.
- Users are frustrated by the **limited bank connections** in Plaid, impacting their overall usability and access.
- Users suffer from **connectivity issues** with Plaid, facing disconnections and frequent failures, especially with certain banks.
- Users often face **system errors** with Plaid, including disconnections and frequent API failures, especially with certain banks.
- Users find the **setup complexity** of Plaid cumbersome, preferring a simpler, streamlined process.

#### What Are Recent G2 Reviews of Plaid?

**"[Effortless Bank Connectivity with Superior Security](https://www.g2.com/survey_responses/plaid-review-11985797)"**

**Rating:** 5.0/5.0 stars
*— Arielle M.*

[Read full review](https://www.g2.com/survey_responses/plaid-review-11985797)

---

**"[Simplified Banking APIs, Needs Reliability Improvements](https://www.g2.com/survey_responses/plaid-review-11972820)"**

**Rating:** 4.0/5.0 stars
*— Chandrahasan V.*

[Read full review](https://www.g2.com/survey_responses/plaid-review-11972820)

---


#### What Are G2 Users Discussing About Plaid?

- [What is Plaid system?](https://www.g2.com/discussions/what-is-plaid-system)
- [What is Plaid app used for?](https://www.g2.com/discussions/what-is-plaid-app-used-for)
- [What does the company Plaid do?](https://www.g2.com/discussions/what-does-the-company-plaid-do)
- [What is Plaid Software?](https://www.g2.com/discussions/what-is-plaid-software)

### 18. [Riskonnect Policy Administration](https://www.g2.com/products/riskonnect-policy-administration/reviews)
Ventiv insurance policy management software is offered to streamline access to data and deliver timely information to executives, underwriters, and agents.


**Average Rating:** 4.7/5.0
**Total Reviews:** 7
**How Do G2 Users Rate Riskonnect Policy Administration?**

- **Quality of Support:** 9.2/10 (Category avg: 8.7/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Riskonnect Policy Administration?**

- **Seller:** [Riskonnect](https://www.g2.com/sellers/riskonnect)
- **HQ Location:** Atlanta, US
- **Twitter:** @Riskonnect (1,235 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/riskonnect-inc (1,060 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 71% Small-Business, 29% Enterprise



#### What Are Recent G2 Reviews of Riskonnect Policy Administration?

**"[Love Ventiv!](https://www.g2.com/survey_responses/riskonnect-policy-administration-review-7880659)"**

**Rating:** 5.0/5.0 stars
*— Gail A.*

[Read full review](https://www.g2.com/survey_responses/riskonnect-policy-administration-review-7880659)

---

**"[Unlocked ability to expand business](https://www.g2.com/survey_responses/riskonnect-policy-administration-review-7857385)"**

**Rating:** 5.0/5.0 stars
*— Katherine C.*

[Read full review](https://www.g2.com/survey_responses/riskonnect-policy-administration-review-7857385)

---



### 19. [AQS Quoting Software](https://www.g2.com/products/aqs-quoting-software/reviews)
Auto and homeowner insurance quoting software for Alliance system.


**Average Rating:** 3.8/5.0
**Total Reviews:** 2
**How Do G2 Users Rate AQS Quoting Software?**

- **Quality of Support:** 6.7/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.2/10 (Category avg: 8.7/10)

**Who Is the Company Behind AQS Quoting Software?**

- **Seller:** [AQS](https://www.g2.com/sellers/aqs)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Enterprise, 50% Small-Business



#### What Are Recent G2 Reviews of AQS Quoting Software?

**"[True Review](https://www.g2.com/survey_responses/aqs-quoting-software-review-508650)"**

**Rating:** 4.0/5.0 stars
*— Renee J.*

[Read full review](https://www.g2.com/survey_responses/aqs-quoting-software-review-508650)

---


#### What Are G2 Users Discussing About AQS Quoting Software?

- [What is AQS Quoting Software used for?](https://www.g2.com/discussions/what-is-aqs-quoting-software-used-for)

### 20. [BindExpress Suite](https://www.g2.com/products/bindexpress-suite/reviews)
BindExpress Suite is a completely web-based policy , billing and claims solution for all P&C lines of business. Its intuitive, user-friendly screens boast a “no training required” web standard. With BindExpress, you can set up an abundance of user roles (underwriter, CSR, agent, insured, etc.), assigning unique functions, controls, and workflows to each role or user – the ultimate in customization!


**Average Rating:** 5.0/5.0
**Total Reviews:** 2
**How Do G2 Users Rate BindExpress Suite?**

- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind BindExpress Suite?**

- **Seller:** [SpeedBuilder Systems](https://www.g2.com/sellers/speedbuilder-systems)
- **Year Founded:** 2001
- **HQ Location:** Columbia, US
- **LinkedIn® Page:** https://www.linkedin.com/company/speedbuilder-systems-llc/ (19 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of BindExpress Suite?

**"[Operation Productivity](https://www.g2.com/survey_responses/bindexpress-suite-review-8739972)"**

**Rating:** 5.0/5.0 stars
*— Michelle B.*

[Read full review](https://www.g2.com/survey_responses/bindexpress-suite-review-8739972)

---

**"[A system that allows you to create unique modifation to fit the needs of you company and client base](https://www.g2.com/survey_responses/bindexpress-suite-review-8737928)"**

**Rating:** 5.0/5.0 stars
*— Kurt D.*

[Read full review](https://www.g2.com/survey_responses/bindexpress-suite-review-8737928)

---



### 21. [Compulife Quote](https://www.g2.com/products/compulife-quote/reviews)
Life insurance comparisons for your desktop, mobile and the web.


**Average Rating:** 4.8/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Compulife Quote?**

- **Quality of Support:** 8.3/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind Compulife Quote?**

- **Seller:** [Compulife Software](https://www.g2.com/sellers/compulife-software)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Compulife Quote?

**"[Quoting Software](https://www.g2.com/survey_responses/compulife-quote-review-498402)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Financial Services*

[Read full review](https://www.g2.com/survey_responses/compulife-quote-review-498402)

---

**"[No-Nonsense Quoting ](https://www.g2.com/survey_responses/compulife-quote-review-497929)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Financial Services*

[Read full review](https://www.g2.com/survey_responses/compulife-quote-review-497929)

---


#### What Are G2 Users Discussing About Compulife Quote?

- [What is Compulife Quote used for?](https://www.g2.com/discussions/what-is-compulife-quote-used-for)

### 22. [EZ-RATER](https://www.g2.com/products/ez-rater/reviews)
Rating software for property and casualty insurance.


**Average Rating:** 4.3/5.0
**Total Reviews:** 3
**How Do G2 Users Rate EZ-RATER?**

- **Quality of Support:** 8.3/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.7/10)

**Who Is the Company Behind EZ-RATER?**

- **Seller:** [EZ-RATER Systems](https://www.g2.com/sellers/ez-rater-systems)
- **HQ Location:** Boxford, us
- **LinkedIn® Page:** http://www.linkedin.com/company/ez-rater-systems (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 67% Small-Business, 33% Mid-Market



#### What Are Recent G2 Reviews of EZ-RATER?

**"[EZ Rater](https://www.g2.com/survey_responses/ez-rater-review-5092132)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Insurance*

[Read full review](https://www.g2.com/survey_responses/ez-rater-review-5092132)

---

**"[Makes quoting faster and easier on me!](https://www.g2.com/survey_responses/ez-rater-review-5186121)"**

**Rating:** 4.0/5.0 stars
*— Brianna C.*

[Read full review](https://www.g2.com/survey_responses/ez-rater-review-5186121)

---


#### What Are G2 Users Discussing About EZ-RATER?

- [What is EZ-RATER used for?](https://www.g2.com/discussions/what-is-ez-rater-used-for)

### 23. [Premium Finance Manager](https://www.g2.com/products/premium-finance-manager/reviews)
Financial contracts and insurance company relationships management solution.


**Average Rating:** 5.0/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Premium Finance Manager?**

- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Premium Finance Manager?**

- **Seller:** [Apropos Business Solutions](https://www.g2.com/sellers/apropos-business-solutions)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Enterprise, 50% Mid-Market



#### What Are Recent G2 Reviews of Premium Finance Manager?

**"[Great Accounting Software](https://www.g2.com/survey_responses/premium-finance-manager-review-5285727)"**

**Rating:** 5.0/5.0 stars
*— Carl B.*

[Read full review](https://www.g2.com/survey_responses/premium-finance-manager-review-5285727)

---

**"[Apropos user review](https://www.g2.com/survey_responses/premium-finance-manager-review-506894)"**

**Rating:** 5.0/5.0 stars
*— Renata K.*

[Read full review](https://www.g2.com/survey_responses/premium-finance-manager-review-506894)

---


#### What Are G2 Users Discussing About Premium Finance Manager?

- [What is Premium Finance Manager used for?](https://www.g2.com/discussions/what-is-premium-finance-manager-used-for)

### 24. [Radar Live](https://www.g2.com/products/radar-live/reviews)
Willis Towers Watson Radar is a platform of software products for Property & Casualty (P&C) insurer pricing teams, including actuaries and underwriters. These products provide powerful management information to support portfolio monitoring and rate setting. Further products are available that perform price optimization and optionally integrate with rating systems to deliver real-time processing capability. Built with the latest technology, Radar continues the evolution of Willis Towers Watson's market-leading Rate Assessor and Optimiser software products. Many of the world's leading insurers use these products to develop and refine pricing strategies, improve competitive positioning and maximize profit and market share. WHAT RADAR CAN DO FOR YOU Provide flexible management information Enable informed pricing strategy development underpinned by robust analysis of alternatives Model the impact of potential pricing decisions on volume, profitability and other performance metrics Highlight weaknesses and cross-subsidies in current pricing structures Reduce the risk of pricing anti-selection Allow sophisticated competitor monitoring and analysis Enable sophisticated demand-based price modeling founded on real world, practical business constraints Support real-time decision making Align the pricing and marketing functions through common value metrics and behavioral models Deliver data and graphic-rich management information that is fully customizable


**Average Rating:** 5.0/5.0
**Total Reviews:** 2
**How Do G2 Users Rate Radar Live?**

- **Quality of Support:** 5.8/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.2/10 (Category avg: 8.7/10)

**Who Is the Company Behind Radar Live?**

- **Seller:** [WTW](https://www.g2.com/sellers/wtw)
- **HQ Location:** London, England
- **LinkedIn® Page:** https://www.linkedin.com/company/wtwcorporate/ (57,074 employees on LinkedIn®)
- **Ownership:** NASDAQ: WTW

**Who Uses This Product?**
- **Company Size:** 50% Enterprise, 50% Mid-Market



#### What Are Recent G2 Reviews of Radar Live?

**"[Fast to deliver](https://www.g2.com/survey_responses/radar-live-review-6825073)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Insurance*

[Read full review](https://www.g2.com/survey_responses/radar-live-review-6825073)

---

**"[Quick and easy to implement ratings](https://www.g2.com/survey_responses/radar-live-review-6730480)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Insurance*

[Read full review](https://www.g2.com/survey_responses/radar-live-review-6730480)

---


#### What Are G2 Users Discussing About Radar Live?

- [What is Radar Live used for?](https://www.g2.com/discussions/what-is-radar-live-used-for)

### 25. [Cirrus](https://www.g2.com/products/cirrus/reviews)
Cirrus delivers configurable, cloud-based rating that's ready to generate quotes on Day 1.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Cirrus?**

- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Cirrus?**

- **Seller:** [Instec](https://www.g2.com/sellers/instec)
- **HQ Location:** Naperville, US
- **Twitter:** @Instec_corp (334 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/49298 (168 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Enterprise



#### What Are Recent G2 Reviews of Cirrus?

**"[Great sales tool with strong calendaring and analytics features](https://www.g2.com/survey_responses/cirrus-review-191676)"**

**Rating:** 5.0/5.0 stars
*— Daniel M.*

[Read full review](https://www.g2.com/survey_responses/cirrus-review-191676)

---




## What Is Underwriting & Rating Software?

[Insurance Software](https://www.g2.com/categories/insurance)