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What is Insurium?

A holistic solution that provides an all-encompassing view of the property and casualty insurance lifecycle. Streamline operations and conserve precious time with a sophisticated, rules-based, multi-state underwriting module that automates the collection of essential information along with the creation of quotes, endorsements, cancellations, audits, and renewals. Enhance combined ratios by embracing a modern and effective strategy for the claims adjudication process, which promotes both user-friendliness and collaboration. Increase new business possibilities by enabling effortless information exchange with brokers, ensuring that data collection is both streamlined and consistent while allowing brokers unrestricted access to vital information around the clock. Retain oversight of the submissions that your underwriters focus on. Improve customer satisfaction and retention by providing policyholders with self-service options for viewing policy information, submitting and tracking claims, making payments online, and more. Additionally, you have the ability to customize which portal features will provide the best user experience for your clients, guaranteeing that they receive the comprehensive support they require. By prioritizing these elements, you can significantly enhance the overall effectiveness of your insurance operations.

What is Equisoft/manage?

Our extensive range of life, annuity, and final expense insurance products is designed for immediate deployment, showcasing a variety of unit funds and investment crediting options. We also provide strong support for bulk file transactions and intuitive portals that assist both plan administrators and participants in effectively managing their requirements. In just six months, we have adeptly transformed clients with complex annuity products while ensuring smooth data transitions. There is no need for cloud architects or specialized CI/CD expertise, and your IT staff won't have to devote significant time to this process. With frequent product launches and impressive returns on investment, you can dedicate your efforts to maintaining a competitive edge through innovation. Our flexible modular strategy for policy administration system implementation simplifies the management of your agency, including commissions, compensation, and claims, which promotes operational efficiency. This comprehensive and adaptive approach not only allows you to respond swiftly to market changes but also significantly improves your service delivery, ultimately leading to greater customer satisfaction. Embracing this strategy will position your agency for sustained growth and success in the dynamic insurance landscape.

Media

Media

Integrations Supported

Equisoft/centralize
Equisoft/connect
Equisoft/illustrate
LexisNexis Active Insights
Milliman

Integrations Supported

Equisoft/centralize
Equisoft/connect
Equisoft/illustrate
LexisNexis Active Insights
Milliman

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

Insurium

Date Founded

2010

Company Location

United States

Company Website

insurium.com

Company Facts

Organization Name

Equisoft

Date Founded

1994

Company Location

Canada

Company Website

www.equisoft.com/products/policy-administration-system-manage

Categories and Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Categories and Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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