Research alternative solutions to OneShield ORM on G2, with real user reviews on competing tools. Other important factors to consider when researching alternatives to OneShield ORM include ease of use and reliability. The best overall OneShield ORM alternative is BindHQ. Other similar apps like OneShield ORM are AgencyForce, EbixAdvantage, Betterview, and Sonant AI. OneShield ORM alternatives can be found in Property & Casualty Insurance Agency Management Software but may also be in Insurance Agency Management Systems or Insurance Claims Management Software.
Web-based Agency Management system for P and C focused MGA's, Program Managers and Insurance intermediaries . Intuitive, scalable and secure software that helps you organize your agency.
CRM made specifically for the Independent Insurance Broker
EbixAdvantage is a holistic, fully integrated enterprise insurance administration system for the Property and Casualty industry. Its comprehensive design allocates all the functionality i.e. needed to process a Carrier's claims, policy administration, rating, quoting, and accounting needs.
Sonant AI is the leading voice AI receptionist and phone answering system for Property & Casualty (P&C) insurance agencies, independent insurance agents, and insurance brokers across the United States and Canada. Eliminate missed calls and transform routine incoming calls into revenue by automating quote intake, appointment scheduling, email/texting workflows, AMS/BMS/CRM updates, and client inquiries 24/7 with zero wait times. Trusted by 100+ independent P&C insurance agencies across the United States and Canada to handle after-hours calls, reduce staff burnout, and scale operations without hiring additional administrative staff. Built specifically for Property & Casualty insurance workflows in the US and Canadian markets, Sonant integrates seamlessly with leading Agency Management Systems (AMS) including EZLynx, Applied Epic, Hawksoft, Momentum, QQCatalyst, and AgencyZoom to automatically capture call data, qualify insurance leads, and update your AMS/CRM/BMS in real-time. Key Features for P&C Insurance Agencies: - 24/7 AI-powered insurance call answering (never miss a quote request) - Property & Casualty insurance-trained AI (understands auto, home, commercial lines) - US and Canadian insurance terminology and workflows - Automated insurance quote intake and policy information requests - Multilingual support: English, Spanish, French, Portuguese, Mandarin + 10 more languages - Smart appointment scheduling synced with your calendar - Instant call transcription and CRM integration - Custom SMS and email workflows for agent routing - Intelligent transfer to human agents for complex claims or policy changes - Real-time AMS/CRM/BMS updates (EZLynx, Applied Epic, Hawksoft, etc.) - Enterprise Security: SOC2 Type 2 & GDPR certified for insurance compliance Perfect for independent P&C insurance agencies, Property & Casualty agents, commercial lines brokers, and personal lines agencies across the US and Canada looking to stop losing after-hours opportunities, reduce turnover, and grow without adding headcount. Let your producers focus on closing deals instead of answering routine calls. Trusted by 100+ insurance agencies saving 50+ hours per month on administrative calls, improving client satisfaction with instant responses, and capturing quotes that would otherwise be missed outside business hours. Stop losing insurance opportunities outside business hours. Let Sonant handle routine calls while your team focuses on closing policies and building client relationships.
Insly Insurance Software Debt Management helps you manage overdue invoices by sending automatic reminders to clients.
Damco’s P&C insurance software enables property and casualty insurance carriers, agents, brokers, and employees to manage their day-to-day operations, data, products, and processes from a single platform. It streamlines all crucial agency functions including claims processing, policy management, underwriting, client servicing, reinsurance, data analysis and reporting, and more. The digital solution automates workflows, consolidates data from different sources, and contributes to operational efficiency.
IntelliXform™ is a highly configurable, secure, scalable, mobile and web portals platform for digital transformation in P&C insurance. It significantly boosts customer experience while enabling sales engagement & digital distribution. It offers quote, policy, billing and claims servicing to agencies, prospects, policyholders, claimants etc. Carriers may offer our IntelliXform platform with their current Agency Portal or Policyholder Portals. Alternately they may leverage IntelliXform’s web portals. Key Features: WEB PORTALS AND MOBILE APP IntelliXform offers cloud based web portals and a mobile app for agencies, policyholders, prospects, claimants, premium auditors, third party integrators, law firms etc. It extends core system workflows further into a carrier’s insurance value chain collecting data at the point of origin without requiring carrier resources to push workflows OMNICHANNEL EXPERIENCE IntelliXform supports sales, marketing and distribution channels using the latest mobile and cloud based web application technology. Its ability to enable workflows for all user types in the insurance value chain on mobile as well as web based platforms allows carriers to offer superior omnichannel capabilities to their value chain. All the portals and mobile app are private branded offering carriers true digital transformation in insurance NO CODE PLATFORM The mobile and web platforms offer robust, no code features that enable changes to forms, data, messaging and alerts to support changing business needs well into the future thus protecting carrier investment SEAMLESS INTEGRATION IntelliXform integrates seamlessly with core systems protecting carrier investments in their core systems while providing new, modern technology to external stakeholders in the carrier’s value chain. While we support integration with older core systems using data interfaces, our preferred approach is API based real time integration ADVANCED COLLABORATION Our web portals and mobile app improve collaboration and customer relationship management between carriers, agencies, policyholders, claimants and other entities in the value chain using our state of the art Collaboration APIs. Video calls as well as text chat are fully supported between multiple users with a complete audit trail and without the need to lookup phone numbers DISCONNECTED MODE IntelliXform’s mobile app utilizes a disconnected mode for continued operation without Wi-Fi or cell coverage for most features INTEGRATED AI SOLUTIONS IntelliXform provides native out of the box integration with our injury reporting IntelliFROI solution as well as our loss reporting IntelliFNOL solution. Our AI based algorithms support all of these solutions
AdInsure Claims is a comprehensive, end-to-end solution designed to optimize the entire claims lifecycle—from First Notice of Loss (FNOL) to settlement, including recoveries and reinsurance. Advanced automation and configurable workflows enhance efficiency, reduce costs, and empower insurers to make data-driven decisions across all P&C lines of business. Claims management functional areas: • Claims handling • Reinsurance • Legal proceedings • Recoveries • Document management • Adjuster and handler portal Claims handling: • FNOL • Assignment • Reserves • Payments • Claims Underwriting • Fraud management • Catastrophe management Technical capabilities: • Configurable workflows, business rules, UI • No-code / low-code Configuration tools • API-first • Flexible data model • Modern Integration framework • Cloud AdInsure is a standard insurance platform, recognized by Gartner, Celent, and ISG, and designed for Life, Non-Life, Commercial insurers and insurance Brokers.
Layr AI-powered online platform automates the intelligence of the broker while predicting carrier pricing and appetite enabling business owners to purchase insurance tailored to their company in minutes while performing the most common insurance-related tasks from a simple self-service portal.