Top SEI CRM Alternatives & Competitors

Anagram is a powerful claims processing software designed to streamline the claims management process for insurance providers, healthcare organizations, and other industries. The platform automates the submission, tracking, and approval of claims, reducing administrative costs and improving accuracy. With Anagram, businesses can quickly capture and process claims data, including medical records, i... Read more about Anagram

Applied Epic is a comprehensive insurance agency management software designed to streamline various business processes. Its user-friendly interface allows for easy navigation, making it accessible for all levels of users. Key features include centralized customer information, which improves client relationship management by providing a holistic view of client data. The software supports efficient ... Read more about Applied Epic

EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all... Read more about EngageBay CRM

ePayPolicy is a payment processing software designed to help businesses simplify and automate payment collections. The platform enables businesses to accept payments online, including credit card and ACH payments, making it easier for clients to pay invoices quickly and securely. ePayPolicy’s integration with accounting and billing systems ensures seamless synchronization of financial data and i... Read more about ePayPolicy

HawkSoft CMS is a comprehensive insurance agency management software designed to simplify the operations of insurance agencies. It offers a range of features, including policy management, claims tracking, and customer relationship management, all within a single platform. HawkSoft CMS automates routine tasks such as document generation, renewals, and invoicing, allowing agents to focus more on ser... Read more about HawkSoft CMS

HealthSherpa is a customer relationship management (CRM) software tailored for insurance agents and brokers, designed to help streamline the process of managing health insurance clients and leads. The platform enables users to track client interactions, manage policy details, and ensure timely follow-ups with ease. HealthSherpa offers integrated tools for managing applications, quotes, and claims,... Read more about HealthSherpa

Jenesis Software is a comprehensive insurance agency software designed to streamline operations for insurance agencies. This robust platform provides tools for managing client relationships, processing claims, and automating workflows. With features such as customizable dashboards, lead tracking, and detailed reporting, Jenesis enhances productivity and collaboration among team members. The softwa... Read more about Jenesis Software

NextAgency is an innovative insurance agency management software designed to empower brokers and agents. It offers a robust CRM system, centralizing client data and streamlining communication for better client relationships. The software excels in benefits and policy management, providing tools for efficient tracking and updating of client policies. NextAgency's unique feature is its NextBroker mo... Read more about NextAgency

ParaCode is an insurance policy software solution designed to help insurance companies manage the lifecycle of policies, claims, and underwriting processes more efficiently. This software enables insurance agents and companies to create, modify, and renew policies digitally, reducing paperwork and improving workflow efficiency. ParaCode integrates with other insurance management systems, ensuring ... Read more about ParaCode

pVerify is an advanced Electronic Discovery (eDiscovery) software designed to simplify the process of managing legal data during litigation and investigations. The platform helps legal teams locate, preserve, collect, and analyze electronic evidence, ensuring compliance with industry regulations. pVerify’s automated data processing tools reduce the time and cost associated with manual revie... Read more about pVerify

Wellnex is a comprehensive Insurance Agency Software designed to streamline and optimize the operations of insurance agencies, brokers, and agents. This robust platform offers a wide range of features, including policy management, client relationship management (CRM), claims processing, and reporting, ensuring that all aspects of insurance operations are handled efficiently and accurately. Wellnex... Read more about Wellnex

Agency Matrix is a powerful insurance agency software that helps agencies streamline their operations, manage clients, and track policy renewals. The platform provides tools for managing leads, automating marketing campaigns, and handling claims processing. Agency Matrix's user-friendly interface enables agents to access client information, policy details, and documentation from a single dashboard... Read more about Agency Matrix

AgencyBloc AMS+ is a comprehensive insurance agency management software designed to help insurance agencies streamline their operations effectively. This platform provides tools for managing client relationships, tracking policies, and handling commissions efficiently. With features such as automated policy tracking, reporting capabilities, and customizable dashboards, AgencyBloc enhances visibili... Read more about AgencyBloc AMS+

Agency Systems is a comprehensive insurance agency software designed to optimize operations for insurance agencies of all sizes. This platform offers tools for managing client information, processing claims, and tracking policy renewals, ensuring efficient operations and improved customer service. With features like automated reporting, document management, and compliance tracking, Agency Systems ... Read more about Agency Systems