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AdvancedMDAdvancedMD is the all-in-one cloud-based medical office software trusted by thousands of independent practices to run smarter, faster, and more profitably. It unifies practice management, EHR, and patient engagement into a single seamless platform — eliminating the inefficiencies of disconnected systems. The AI Clinical Assistant is at the core of the modern AdvancedMD experience. It powers ambient listening and auto-transcription, capturing patient conversations and turning them into structured chart documentation in moments — reducing note-writing from 15 minutes to seconds. AI-generated chart action items, pre-visit summaries, and insurance card capture further eliminate manual data entry, so your staff spends less time on paperwork and more time with patients. AI Narrative Insights continuously analyzes practice performance data, surfacing trends and opportunities you can act on directly from your dashboard. On the financial side, AdvancedMD strengthens your bottom line with robust revenue cycle management, a multi-clearinghouse model including a Waystar partnership for cleaner claims, and computer-assisted coding to maximize reimbursement. The result: faster payments, fewer denials, and healthier cash flow. Built on secure AWS infrastructure with Password Breach Detection, AdvancedMD keeps your practice protected and compliant — accessible from any device, anywhere, anytime. Whether you're a solo provider or a growing multi-specialty group, AdvancedMD scales with you — delivering an intelligent, unified experience that lets you focus on what matters most: your patients. The future of independent practice isn't just surviving — it's thriving. AdvancedMD gives you the technology to do both, without the complexity.
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ZenTreasuryZenTreasury is the financial contract accounting subledger for the Office of the CFO. Group controllers, CFOs, treasury managers, and auditors all work from the same contract data, because the ERP that posts the journal entry does not know the contract behind it. Add a lease once and ZenTreasury generates the right of use asset, the liability, and the full period by period schedule automatically, with depreciation, interest, and balance carry forward following the standard from day one. Index-linked remeasurement is handled automatically: index rates, base values, applied dates, and next indexation dates are tracked per contract and applied on schedule. Every modification, including scope changes, term extensions, rate revisions, and partial terminations, triggers a recalculation and is logged with a timestamp and user, so the before and after picture is always there without a follow up request. On the treasury side, ZenTreasury centralises FX position management (forwards, swaps, cross currency instruments with mark-to-market), internal and external loan and money market tracking with DCF valuation against yield curves and automated interest calculations, trade finance and guarantee monitoring with fee and exposure tracking, and group wide cash flow forecasting with scenario modelling. All multi entity, multi currency, with a complete per-field audit trail and direct bank connectivity. Every customer gets a dedicated, isolated database, so lease and treasury data is never shared with other tenants. This is a meaningful differentiator for enterprise audit and GDPR requirements. Multi entity, multi currency, SSO (Azure, Entra, Google, Microsoft 365), MFA, and role-based access are all included. It is one platform, not a bundle of modules: accounting is included, and pricing scales to the contracts, entities, and users you actually run. Lease calculations are independently reviewed by an international audit firm. Connect Claude, ChatGPT, or any MCP client
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HealtheeMeet Healthee—your intelligent healthcare navigation platform. Healthee takes the guesswork out of healthcare by transforming complex benefits into clear, personalized answers—instantly. Employees can seamlessly navigate their existing health plans with on-demand guidance for every healthcare and benefits question, whenever they need it. At the center of the experience is Zoe, Healthee’s AI-powered Personal Health Assistant. Zoe delivers tailored, easy-to-understand insights about coverage, costs, and care options—helping employees make smarter healthcare decisions that reduce unnecessary spend and improve outcomes. No more confusing benefits documents. No more long wait times to speak with a healthcare representative. With Healthee, everything employees need to understand and use their benefits is available in one intuitive, mobile-first experience. Smarter Decisions During Open Enrollment Healthee simplifies open enrollment with side-by-side plan comparison tools that help employees choose the right plan based on their needs, usage, and expected costs. By guiding employees to better-fit plans, Healthee reduces over-insurance, minimizes surprise expenses, and drives meaningful cost savings for both employees and employers. Built for HR - and the CFO Healthee’s AI-driven benefits administration technology delivers fast, accurate responses to employee questions, significantly reducing HR workload while boosting benefits utilization and employee satisfaction. For finance leaders, Healthee goes beyond engagement. Claims analytics and insights provide visibility into healthcare spend, utilization trends, and cost drivers - empowering CFOs and benefits leaders to identify savings opportunities, optimize plan design, and make data-backed decisions to control rising healthcare costs. The result: -Lower healthcare spend. -More confident employees. -A smarter, more cost-effective benefits strategy—powered by Zoe AI for benefits managers.
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T-Mobile for BusinessT-Mobile for Business is a business connectivity platform that provides wireless plans, 5G internet, device solutions, satellite-enabled coverage, security tools, and advanced network services for modern organizations. It supports small businesses, enterprises, government agencies, education institutions, public safety teams, and specialized industries that need reliable mobile and internet connectivity. The company offers business phone plans with data, hotspot access, network performance features, satellite coverage options, and device promotions for smartphones, tablets, and other connected hardware. T-Mobile for Business also provides 5G Business Internet for organizations that want flexible broadband backed by the company’s nationwide 5G network. Its SuperBroadband solution combines T-Mobile 5G with Starlink satellite connectivity in a managed business internet service built for redundancy, reach, and continuity. The platform’s T-Satellite service can turn compatible business phones into satellite-connected devices in supported outdoor areas. For public safety and emergency response teams, T-Priority is designed to provide high-performance network capabilities for critical communications. T-Mobile’s Business All-In offering bundles connectivity, device management, security, and protection into one solution for organizations that want a more complete technology package. Advanced Network Solutions help businesses improve coverage, reduce dead zones, and connect mission-critical operations across offices, campuses, venues, and field environments. T-Mobile for Business also provides onboarding support, sales experts, customer care, device deals, and industry-specific solutions to help organizations switch and scale with confidence. With wireless service, business internet, satellite integration, public safety tools, device offers, and managed network options, T-Mobile for Business helps organizations stay connected wherever work happens.
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DocmosisDocmosis is a versatile document generation solution that can be utilized either as a self-hosted option or through a SaaS model, allowing users to create templates tailored to their needs. It offers seamless integration with both custom-built software and well-known third-party applications via a comprehensive API. Users can design their templates using MS Word or LibreOffice, incorporating plain-text placeholders to manage the insertion of various elements such as text, images, and tables. Additionally, Docmosis allows for conditional content management, calculations, repetition of data, data formatting, and much more, enhancing the overall document creation process. This solution is compatible with diverse programming languages, including Java, C#, Python, PHP, and Ruby, through its REST API, and it easily connects with low-code and no-code platforms such as Appian, Bubble, Mendix, and Outsystems. Moreover, it works effectively with third-party form builders and applications that support webhooks, including FormAssembly and Salesforce. Businesses across many sectors—such as Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing—leverage Docmosis to produce a wide array of personalized documents, including letters, invoices, proposals, contracts, statements, and reports. By streamlining the document generation process, Docmosis empowers organizations to enhance efficiency and improve communication with their clients and stakeholders.
What is NASW?
Cyber Liability Insurance is crucial for anyone who manages client data on devices such as computers, smartphones, or paperwork stored in offices. Even when you rely on third-party services like storage facilities, movers, or data management companies, the responsibility for potential data breaches remains with you. This insurance serves as a vital safeguard for both you and your business. Furthermore, policyholders can opt for an Optional First Party Breach Endorsement, which offers additional protection against breaches of client data that occur due to your actions or those of your office staff. For members of NASW, this added coverage can be acquired for a modest extra premium starting at $20 per year. This endorsement not only covers you but also extends its benefits to your office staff, including roles such as secretaries, receptionists, and administrative assistants. Choosing to add the Optional First Party Breach Endorsement is especially wise if you seek enhanced protection in conjunction with the existing HIPAA coverage provided by your NASW RRG professional liability insurance policy. By opting for this endorsement, you can bolster your defenses and enjoy greater assurance regarding your obligations related to data security. Ultimately, safeguarding your client information is not just a legal responsibility but also a critical aspect of maintaining trust and credibility in your professional relationships.
What is Certificial?
Certificial® utilizes real-time information to ensure that businesses consistently uphold compliant insurance coverage. Move away from the inefficiencies of outdated, singular documents; eliminate the need for tedious emails, phone calls, or faxes. Certificates of Insurance (COIs) cater to a variety of audiences, each with specific requirements. Regardless of the purpose behind your use of COIs, our advanced COI network guarantees that all parties have access to the same continuously updated information. Whether you are using a specialized certificate module or integrating with another system, our network establishes a new standard for the ongoing sharing and monitoring of intelligent COIs and their related data. Empowering every participant in the COI process allows for a real-time, data-driven exchange of coverage information. Safeguard your business by removing the risk of uninsured activities, streamline your compliance management through a unified platform, and proactively tackle non-compliance issues to prevent uninsured claims while ensuring adequate coverage year-round. This groundbreaking strategy not only boosts efficiency but also fosters a culture of responsibility and transparency across your organization, ultimately leading to improved stakeholder trust and engagement.
Integrations Supported
AMP CMS
Ask Kodiak
GRMS
GloveBox
HawkSoft
InsurLink
Momentum AMP by NowCerts
Novidea
Synatic
Veruna
Integrations Supported
AMP CMS
Ask Kodiak
GRMS
GloveBox
HawkSoft
InsurLink
Momentum AMP by NowCerts
Novidea
Synatic
Veruna
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$99 per month
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
NASW Assurance Services
Date Founded
1979
Company Location
United States
Company Website
naswassurance.org/cyber-liability-insurance/
Company Facts
Organization Name
Certificial
Company Location
United States
Company Website
www.certificial.com