Company Category: Personal Lines - Home

ClaimSetter

Enabling client loyalty, retention, and revenue in each claimClaimSetter is your agency’s claims concierge, from start to finish.ClaimSetter helps P&C agencies turn property claims into revenue and stronger client relationships. We manage the entire process, from before a claim is filed to after payout, so agencies save time, build client trust, and grow their book.How we help agencies:Catch questionable claims before they’re filedFast-track valid claims to lower reserves and loss ratiosUncover “invisible claims” agencies usually missCreate new client touchpoints that drive retention and growthImprove client experience and NPS

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Cincom Systems Inc.

Cincom delivers the most-intuitive document automation solution for customer communications management in the industry. By streamlining the design, deployment, delivery, and management of high-volume, personalized customer communications, Cincom has helped hundreds of insurers strengthen customer relationships, minimize compliance risks, and accelerate time-to-market. With decades of experience, Cincom leads the industry in ease of use and ease of integration.

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CHARLEE.AI

Charlee.ai is an AI-powered platform transforming how insurers manage claims, underwriting, and risk. Using advanced natural language processing (NLP) and predictive analytics, Charlee.ai extracts insights from unstructured data—like claims notes and litigation files—to help insurers reduce loss costs, flag risks early, and make smarter decisions.With solutions like DocuCharlee™ and FindCharlee™, the platform integrates seamlessly with core systems to deliver real-time intelligence, streamline workflows, and improve outcomes across the insurance lifecycle.Try it to see the ROI Charlee.ai can bring you.

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CAT Sentinel

See how CAT Sentinel transforms complex risk data into intuitive visualizations and actionable intelligence. Democratized Access to Risk Intelligence. Empower every stakeholder—from underwriters to policyholders—with seamless access to advanced geospatial tools, real-time alerts. Risk analysis is no longer limited to experts—it’s actionable and intuitive for all. Proactive and Personalized Intelligence. Go beyond generic risk scores. CAT Sentinel delivers dynamic, hyperlocal insights tailored to your specific exposures—enabling proactive mitigation, smarter decisions, and fewer surprises. Precision Underwriting through Real-Time Data Aggregation. CAT Sentinel fuses satellite imagery, on-ground sensors, policy data, and climate forecasts to create an unprecedented level of actuarial clarity—fueling more accurate pricing, capital efficiency, and long-term resilience.

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Canopy Connect

Canopy Connect is the leader in insurance verification technology, giving businesses the ability to retrieve verified insurance information directly from insurance carriers in seconds and deliver data directly into other systems via API. Through its consumer consent-driven data sharing technology and secure cloud infrastructure, Canopy Connect’s solutions allow insurance agencies, carriers, lenders, auto dealers, insurance innovators, and other businesses to deliver delightful, intelligent, and frictionless insurance services. | Canopy Connect enables dealership sales and F&I to know that their buyers have the right coverage for the vehicles they purchase, and makes it easy to update vehicles, drivers, & lienholders. Canopy Connect is the leader in adaptive insurance verification technology. This means businesses can retrieve and verify insurance information directly from insurance carriers through several trusted methodologies—through consumer consent-driven data sharing, direct carrier access, or document processing.

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Canidium

Transforming the producer experience by partnering with insurance carriers and financial services firms to transform their external channel distribution management ecosystem. Distribution management encompasses business processes including onboarding, producer data store, commissions, pay statements, reporting, portals and producer self service. Our expertise allows us to quickly assess your current state and create a future state roadmap so you can become a carrier of choice. As the most focused software implementation team in the industry, Canidium is uniquely equipped to deliver innovative, scalable solutions tailored to organizations and projects of any size, driving success across the distribution management landscape. Canidium has extensive experience with multiple offerings in the distribution management space, including SAP Agent Performance Management , AgentSync, Salesforce and integrations with core systems. Share your use case, budget, pain points, and goals, and we’ll gladly guide your vendor selection.

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bolt

bolt is a platform designed to help agencies grow faster, operate more efficiently – from quoting to lead management to servicing and beyond and deliver the direct-to-consumer, digital-first experience clients expect. In a market where workflow inefficiencies, fragmented systems, and challenges meeting customer demands are negatively impacting the bottom line, bolt helps agencies to streamline operations and unlock new revenue channels.bolt brings together functions like quoting, binding, servicing, direct-to-consumer distribution, market access, carrier credential management, analytics, and communication within a modular, API-first platform.Built for Enterprise P&C Agenciesbolt is purpose-built with flexibility to serve the needs of both scaling agencies with expanding teams and large enterprise P&C agencies managing complex distribution models. No matter the agency’s size or structure, bolt adapts to its workflows.The platform eliminates inefficiencies by offering:Multi-carrier quoting via a questionnaire presenting a limited, dynamically-generated question set; intelligent data pre-fill; real-time, and API-based carrier quotes.Multiple lines of business – personal, commercial, and E&S – from 100+ carriers on the same platformA tailored direct-to-consumer experience with a fully customizable look and feel to match any brand, a configurable question set to match the brand’s audience, and a customer-centric design to drive conversions. Including:Dedicated partner portal to drive segmented, trackable leads to a connected D2C from enabling partners like real estate agents, law firms and auto dealers.Centralized, user-specific agency portal to track and manage leads, monitor business-critical KPIs, track and manage customer communications, manage agency appetite, and configure granular user permissions for even the most complex agency structure.AI-powered quote intake and lead nurturing flows that guide both agents and consumers through a journey from quote to bind.Tools to manage agent logins, carrier credentials, onboarding steps, and training, all designed to reduce admin work and help producers start quoting and selling faster.Embedded analytics and dashboards that turn quoting activity, carrier responses, and agent performance into actionable business intelligence.bolt enables agencies to operate more efficiently by unifying workflows, reducing data re-entry, and delivering real-time insights that inform better decisions.Agent-Centric Design: The bolt platform with input from the industry’s top agencies. From quoting to post-bind servicing, every feature is optimized for speed, clarity, and compliance. Agents work faster with intuitive workflows and intelligent defaults.Streamlined Market Access: bolt offers personal, commercial, and E&S product lines on the same platform, while augmenting existing carrier appointments with bolt’s own wholesale appointments to give customers the most choice and to help serve those hard-to-place risks.API-based architecture: bolt is built for connection with 3rd-party tools. The Integration Hub provides no-code integration with popular tools like Salesforce, HubSpot, AMS360, and Amazon Connect, or the ability connect via API to any tools of choice.True Omnichannel Distribution: The platform includes interfaces for agents, consumers, and partners, all of which are fully responsive and seamlessly integrated into your marketing and sales stack.Retention and Servicing Tools: Built-in case management, automated renewal workflows, and service request tracking help agencies maintain client relationships and protect their book of business at scale.

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Bindable

Bindable is simplifying insurance distribution by developing configurable, connected, and customer-centric digital experiences that holistically support the needs of insurance providers, trusted brands, and consumers. Bindable’s proprietary Insurance-as-a-Service platform features: expertly-designed branded marketplace templates; modern API-powered quoting experiences; complementary agency support services; and access to Policy Crusher®, its licensable customer relationship management tool, comparative rater, and cross-sell engine. Whether enhancing an existing distribution model or launching a virtual agency, top-tier carriers, brokers, and brands leverage Bindable’s comprehensive digital tools and support services to streamline operations, improve customer engagement, and maximize revenue potential through alternative channels. To learn more, visit www.bindable.com.

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Bees360

Bees360 delivers a scalable, cost-effective property inspection service with Bees360-certified, FAA-licensed drone inspectors, powered by specialized reasoning LLMs, to provide unparalleled property intelligence. We are transforming the property industry with unparalleled transparency, efficiency, and accuracy through AI-driven intelligence and ultra-high-resolution aerial imagery.

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AWL

AWL is an insurance distribution technology business focused on personal lines in the United States. We provide the information, advice and choices that today’s insurance buyer needs to make insurance buying smarter, simpler and faster. AWL is comprised of a customer acquisition marketing division coupled with an independent insurance agency division.

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