Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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Predict360Predict360, developed by 360factors, serves as a comprehensive risk and compliance management platform designed to streamline workflows and improve reporting for various financial institutions, including banks, credit unions, and insurance companies. This cloud-based SaaS solution consolidates essential components such as regulations, compliance management, risk assessments, controls, key risk indicators (KRIs), audits, policies, and training into one cohesive platform while offering powerful analytics and insights that help clients foresee risks and enhance compliance efforts. If your current Governance, Risk, and Compliance (GRC) system isn't equipped with an effective analytics and business intelligence tool for creating insightful reports for executives and board members, consider Lumify360 from 360factors. This predictive analytics platform can seamlessly integrate with any existing GRC, allowing you to maintain your workflow processes while equipping stakeholders with the timely reports and dashboards they require for informed decision-making. With these advanced tools at your disposal, you'll be better positioned to navigate the complexities of regulatory compliance and risk management.
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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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Zil MoneyZil Money provides a variety of payment solutions to enhance financial management for businesses. With the option to pay by credit card, users can utilize their cards even when vendors do not accept them. The platform allows for both one-time and recurring ACH/RTP payments with just a single click, streamlining the payment process significantly. Wire transfers can be conducted electronically, moving funds seamlessly between financial institutions. Users can also manage their bills online, scheduling payments to suppliers while minimizing financial risks. Additionally, Zil Money offers the ability to digitize traditional paper checks, allowing payments to be sent via email or text message. The service integrates smoothly with existing accounting and payroll software, ensuring a cohesive financial ecosystem. Opening an online bank account with ZilBank.com allows users to further simplify their payment management while saving time and resources. Check printing is made easy with a drag-and-drop feature for instant creation and compatibility with any printer. For customer convenience, businesses can create and send secure payment links to facilitate online transactions effortlessly. Moreover, the platform empowers companies to fund their payroll using credit cards, alleviating cash flow issues during payday, preserving cash reserves, and even earning rewards in the process. With these diverse payment options, Zil Money is positioned as a comprehensive solution for modern business financial needs.
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CreatioCreatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed. Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes. Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem. The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations.
What is Grappler?
Grappler is a cutting-edge, cloud-based accounting automation platform tailored for the global insurance sector, efficiently addressing the administrative challenges faced by syndicates, managing general agents (MGAs), service providers, cover holders, agencies, and insurers alike. This tool significantly improves decision-making processes by supplying vital financial metrics, which assist in long-term strategic planning and continuous forecasting initiatives. Through the application of automation and sophisticated machine learning methods, Grappler simplifies manual reconciliation activities, enhancing accuracy and speeding up the synchronization of payments with insurance policies. Key features include the automation of daily, monthly, and annual closing activities to reduce risks and reinforce controls; the modernization of outdated bordereaux document workflows to provide transparency regarding cash positions; the resolution of unallocated cash issues and clarification of debtor statuses; and the availability of detailed dashboards, analytics, and reporting tools for all ledgers, which illuminate unallocated cash, debtor situations, and customer performance indicators. Moreover, Grappler empowers its users by delivering actionable insights that promote enhanced financial management and operational efficiency amidst a rapidly changing insurance environment, ultimately positioning businesses to thrive in a competitive marketplace. As the insurance industry evolves, Grappler continues to adapt and innovate, ensuring that its users remain equipped with the tools necessary for success.
What is Applied Pay?
Applied Pay is a comprehensive digital payment solution specifically designed for the insurance industry. It works seamlessly with platforms like Applied Epic, Applied CSR24, and EZLynx, enhancing the efficiency of payment collection, processing, and reconciliation. This integration enables agencies to offer their clients a safe and convenient online premium payment method accessible from any device. With support for various payment methods including ACH, credit and debit cards, and eWallets, Applied Pay caters to the diverse preferences of insured clients. The platform features next-day funding, the ability to pay multiple invoices simultaneously, and options for setting up recurring payments, which collectively elevate the customer experience. Users are equipped with an easy-to-navigate dashboard that delivers real-time insights into payment transactions, improving accounts receivable management. Additionally, the automation of multiple workflows through Applied Pay reduces the potential for manual errors, ensures compliance with PCI and NACHA regulations, and lowers agency liability risks. As a result, it stands out as an innovative solution that adapts to the changing demands of the insurance sector, ultimately driving efficiency and customer satisfaction. This adaptability makes Applied Pay an essential tool for agencies looking to enhance their service offerings in a competitive market.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Grappler
Date Founded
2015
Company Location
United States
Company Website
www.grappler.io
Company Facts
Organization Name
Applied Pay
Date Founded
1983
Company Location
United States
Company Website
www1.appliedsystems.com/en-us/solutions/for-agents/digital-payments/applied-pay/