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InsurancePro

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Last updated on

Company health

Employee growth
4% increase in the last year
Web traffic
30% decrease in the last quarter

Ratings

G2
3.4/5
(10)

InsurancePro description

InsurancePro by Zywave is an agency management system designed for independent insurance agencies and brokers of all sizes. It offers a suite of cloud-based solutions to streamline workflows for employee benefits, commercial lines, and personal lines insurance. Key features include sales and client management, content creation, data analytics, and digital quoting. InsurancePro aims to improve efficiency, increase profitability, and enhance client service for insurance businesses.


Who is InsurancePro best for

InsurancePro is tailored for independent insurance agencies and brokers of all sizes. We find its sweet spot in streamlining workflows across employee benefits, commercial, and personal lines. It’s designed to boost efficiency and client service.

  • Great for agencies of any size. From small teams to large enterprises, InsurancePro scales to fit your business.

  • Perfect for agencies specializing in finance, banking, and insurance, InsurancePro streamlines industry-specific workflows.


InsurancePro features

Supported

Employee Benefits Sales Workflow: Facilitates sales workflows for employee benefits from prospecting to renewal.

Supported

Employee Benefits Client Tools & Resources: Provides additional tools and resources to better serve clients in employee benefits.

Supported

Employee Benefits Content Marketing: Utilizes employee benefits content to drive growth through engagement and education.

Supported

Employee Benefits Medical Plan Analysis: Performs medical plan analysis to deliver confident decisions for employee benefits.

Supported

Commercial Lines Sales Workflow: Streamlines commercial lines insurance workflows from prospecting to renewals.

Supported

Commercial Lines Client Management & Compliance: Offers client self-service and compliance, risk management, and safety solutions for commercial lines.

Supported

Commercial Lines Content Marketing: Provides content for commercial lines insurance to manage risk and drive engagement.


InsurancePro pricing

See the InsurancePro pricing page.


InsurancePro alternatives

  • Logo of Broker Briefcase Benefits
    Broker Briefcase Benefits
    Ready-made insurance marketing content to win clients.
    Read more
  • Logo of HRconnection
    HRconnection
    Simplified benefits enrollment and administration for brokers and employers.
    Read more
  • Logo of AccuAgency
    AccuAgency
    Streamlines insurance operations, boosting revenue with integrated tools.
    Read more
  • Logo of miEdge
    miEdge
    Find ideal insurance prospects, understand their needs, and win more clients.
    Read more
  • Logo of Jenesis
    Jenesis
    Manage insurance clients, policies, and marketing, effortlessly.
    Read more
  • Logo of Partner Platform
    Partner Platform
    Manage insurance agencies smoothly, affordably, and with great support.
    Read more

InsurancePro FAQ

  • What is InsurancePro and what does InsurancePro do?

    InsurancePro by Zywave is a cloud-based agency management system. We find it helps independent insurance agencies and brokers streamline workflows, improve efficiency, and enhance client service. It offers tools for sales, client management, content creation, and analytics across various insurance lines.

  • How does InsurancePro integrate with other tools?

    I couldn't find specific integrations listed for InsurancePro. It's designed as a comprehensive platform, so it likely handles many functions internally. Contacting InsurancePro directly might reveal more about potential integrations or future plans.

  • What the main competitors of InsurancePro?

    We find that InsurancePro's main competitors include Broker Briefcase Benefits, HRconnection, AccuAgency, miEdge, Jenesis, and Partner Platform. These alternatives offer similar functionalities, such as streamlined workflows, client management, and marketing tools, catering to insurance agencies and brokers.

  • Is InsurancePro legit?

    InsurancePro by Zywave is a legitimate agency management system. It receives a 3.4/5 rating from 10 reviews on G2, and caters to insurance agencies of all sizes. We find that its suite of cloud-based solutions can be helpful for streamlining workflows.

  • How much does InsurancePro cost?

    I couldn't find specific pricing for InsurancePro. It looks like you'll need to request a demo or contact their sales team to get a quote tailored to your needs.

  • Is InsurancePro customer service good?

    We find that InsurancePro's customer service has mixed reviews. While some users appreciate the basic features, others have encountered system glitches, slow processing times, and unhelpful support during outages. There are also concerns about past security breaches.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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