InsureCert

InsureCert

We help brokers outperform the competition.

5/5 (3 reviews)

InsureCert Overview

InsureCert is a cloud-based insurance policy system that offers insurers, brokers and managing general agents a single and centralized platform from which to create online stores and to manage quotes, collect payments and issue Property and Casualty (P&C) policies. Incorporating custom landing pages, level 1 Payment Card Industry (PCI) compliance and a RESTful API, InsureCert aims to deliver a comprehensive insurance policy solution.

Designed to provide a complete e-commerce solution, InsureCert enables users to build white labeled websites complete with custom landing pages as well as integrate with retailers and accept secure credit card payments. Further to storefront customization, InsureCert allows users to manage policy distribution and client certificates effectively by generating binding announcements automatically for stakeholders such as underwriters, venue managers and landlords.

With InsureCert’s multi-rater and pricing engine, users can create quotes and send invoices to customers easily. Meanwhile, users can also manage commissions and access their policy history conveniently online. Utilizing support tickets and live chat, InsureCert enables users to provide customers and clients with immediate web help. To further enhance user productivity, InsureCert facilitates canned responses and auto-followups. Furthermore, InsureCert includes reporting and analytics technology, thereby allowing users to gain actionable insight into their sales performance.

By providing a custom Secure Sockets Layer (SSL) checkout, level 1 PCI DSS compliance and automatic upgrades, InsureCert serves to help users manage checkout processing and issues of compliance alongside the installation of new features quickly and securely.

Pricing

Starting from
US$49,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

InsureCert Reviews

Overall rating
5/5
100% positive reviews
3
Excellent
0
Very good
0
Average
0
Poor
0
Terrible
Rhianon P.

Fast, efficient and easy is promised and delivered!

Used Daily for 2+ years
Reviewed on 2017/04/14
Review Source: Capterra

InsureCert has helped Shephard Ashmore Insurance grow our online business exponentially.
Their support staff are quick to assist us when we need help and always friendly! Our clients love the simplicity and the price of our online policies, and our staff like having the micro-policies off their desks. Our overhead has decreased significantly, while our visibility in our community has, and continues, to grow. I highly recommend InsureCert for improving your online business presence, streamlining workloads and providing a value added customer service.

Pros

It handles what used to be extremely time consuming work for very little return. The impact on our overhead, efficiency and productivity has been extremely positive

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Georgette C.

School Insurance-renter application online

Used Daily for 1+ year
Reviewed on 2019/04/10
Review Source: Capterra

It is a very efficient and well run system. The support provided by the staff at InsureCert is second to one -very quick response and always friendly and very helpful. By using this system, it has increased our business for renters insurance.

I highly recommend InsureCert. Thank you.

Pros

It is very user friendly. Categories are well presented, questions are written in plain language and system is easy to understand and follow thru

Cons

There were some growing pains in the start and took a few training to get going

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
John R.

Amazing and very easy to setup with great people behind it

Used Weekly for 6-12 months
Reviewed on 2018/05/02
Review Source: Capterra

It is so efficient it allows me to concentrate on selling

Pros

Easy to use, fast, reliable, excellent support, very simple to use and make changes. No other product on the market like it.

Cons

I like everything about it so I have no negative comments or issues with the product or support. It does exactly what is suppose to do.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

InsureCert Pricing

Starting from
US$49,00/month
Pricing options
Free Trial
Subscription
Value for money

InsureCert is available with pricing that fits any budget

InsureCert Features

  • API
  • Activity Dashboard
  • Automatic Notifications
  • Client Portal
  • Email Notifications
  • Reporting & Statistics

  • Accounting Management
  • Activity Tracking
  • Automatic Reminders
  • Contact Database
  • Contact Management
  • Customizable Reporting
  • Document Storage
  • Electronic Payments
  • Expense Tracking
  • Lead Management
  • Search Functionality
  • Self Service Portal
  • Task Management
  • Template Management

Additional information for InsureCert

Key features of InsureCert

  • Analytics dashboard
  • Automated renewals
  • Automatic notifications
  • Certificate management
  • Chat functionality
  • Client Portal
  • Client management
  • Commission management
  • Credit card processing
  • Custom landing pages
  • Custom sales reporting
  • Customizable branding
  • Estimating
  • Exporting client lists
  • Invoices
  • Live chat
  • Multi-rater & pricing engine
  • PCI DSS compliance
  • Policy generation
  • Policy issuance
  • Policy processing
  • Policy status tracking
  • Quote management
  • RESTful API
  • Renewal management
  • Reporting & statistics
  • SSL security

Benefits

  • InsureCert employs a multi-rater and pricing engine, enabling users to create and send quotes easily to customers.

  • InsureCert supports service ticket requests and live chat, providing users with the tools to respond quickly and efficiently to customer issues.

  • InsureCert includes a RESTful API, allowing users to integrate seamlessly with any third-party application.

  • With white label branding functionality, users are permitted to customize the InsureCert dashboard with their own company logo and name.

  • InsureCert incorporates reporting technology, helping users to create custom sales reports and, therefore, gain valuable insight into business performance.

  • InsureCert FAQs

    Below are some frequently asked questions for InsureCert.

    Q. What type of pricing plans does InsureCert offer?

    InsureCert offers the following pricing plans:

    Starting from: US$49,00/month

    Pricing model: Subscription

    Free Trial: Available

    InsureCert is available with pricing that fits any budget

    Q. What are the main features of InsureCert?

    InsureCert offers the following features:

    • Analytics dashboard
    • Automated renewals
    • Automatic notifications
    • Certificate management
    • Chat functionality
    • Client Portal
    • Client management
    • Commission management
    • Credit card processing
    • Custom landing pages
    • Custom sales reporting
    • Customizable branding
    • Estimating
    • Exporting client lists
    • Invoices
    • Live chat
    • Multi-rater & pricing engine
    • PCI DSS compliance
    • Policy generation
    • Policy issuance
    • Policy processing
    • Policy status tracking
    • Quote management
    • RESTful API
    • Renewal management
    • Reporting & statistics
    • SSL security

    Q. Who are the typical users of InsureCert?

    InsureCert has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does InsureCert support?

    InsureCert supports the following languages:

    English

    Q. What type of pricing plans does InsureCert offer?

    InsureCert has the following pricing plans:

    Subscription

    Q. Does InsureCert support mobile devices?

    We do not have any information about what devices InsureCert supports

    Q. What other apps does InsureCert integrate with?

    We do not have any information about what integrations InsureCert has

    Q. What level of support does InsureCert offer?

    InsureCert offers the following support options:

    Forum, Online Support, Phone Support