Insurance agency software

Omertex is a premier provider of business technology to the property and casualty insurance industry. Our technological superiority, system flexibility, service expertise, and ability to deliver a reliable end-to-end insurance agency software at a competitive rate, make our solutions ideal for startups and enterprises.
Our mission is to be a guide for enterprises and startups in the world of software. We see ourselves forging technology that proves one belief-All new software should be easy to learn and easy to use.

How should you service your existing clients and seek out new ones?

As the owner of an independent insurance agency, your day is full of paperwork. And every piece of paper you touch is vital to your client and to your bottom line. Keeping track of all the requests was probably a lot easier when you were just starting out, however, now you’d need to be an octopus to handle all the paper coming your way.

Consider buying insurance agency software that allows easy and direct control over how you work. Many insurance agencies use client management software to help them keep their operation organized. The right system can streamline your workflow and minimize double entries, saving you time and money. We bring superior software solutions to the independent insurance market.

Solutions we offer to our clients

Additionally, we offer customization for a lot more software applications, and you can contact our team if you are in need of outsourcing custom software development services. Our comprehensive systems are designed to empower every insurance carrier, MGA (Managing General Agent), and agency so each may reach their full potential. Through all these years we have continued to build on that core principle-offering a scalable, comprehensive and reliable platform able to achieve the business ambitions of all our clients.

Our insurance agency management solutions

Our insurance agency management system offers everything our clients call for to support their business needs. Built-in rating, document management and storage, premium accounting and G/L, CRM Management tools, support to Windows-based browsers and Microsoft Office are only a few features that help give our clients their competitive edge.
At Omertex, we pride ourselves in analyzing contemporary technological trends in the insurance industry and providing insurance agency management software solutions for our customers’ ongoing and future needs. We continue to push the boundaries and offer more flexibility with a lower price. That is why we offer a subscription-based hosted solution, with the ability to connect directly to our database from any mobile device, tablet or PC, through our ultra-thin Webflow technology.
Connect all lines of business, locations, and staff with a single foundational insurance agency management system. Eliminate time and money spent operating in and managing separate, disparate software applications. Applied management systems offer a comprehensive view of customers and prospects, enabling your employees to provide complete customer service while evaluating opportunities to cross-sell and upsell.

For insurance agents

Our complete portfolio of insurance agency software solutions help independent agencies increase productivity and efficiency with personal insurance lines at market leading rates, an agency management system, and web-based hosting solutions, designed to give agencies access to their data, anytime, anywhere.
Whether you are a single independent agent growing your enterprise or a large multi-state agency, Omertex excels by synchronizing business and technology with an intuitive and easy to use system for insurance agencies.

For insurance carriers

The insurance software solutions we implement, for national, regional and mutual insurance carriers will help you gain a competitive advantage and win new business. With our wide array of rating tools, analytics, and a nationwide insurance agency base, we’re able to improve your win rate, control costs and reach new agencies. Confidently enter new markets, competitively worth your products, with real-time data.

Management software for Insurance companies

If you're looking for an easy-to-use insurance agency management system for your agency then you've come to the right place. We offer solutions with an integrated set of tools that you can use to connect your people, organize your work and get things done. Insurance agency management software is not just an app-it's a platform. So it is very easily customized, built-upon or altered, and integrated into how you already work.

Insurance agency management software

You want management software that makes it easy for you to organize your company's people, documents, and data. That is a given, but what about one that allows you to do more?
Imagine a new kind of a client management software which your people actually find value in visiting. A management system that unites your employees, energizes your workplace and is ridiculously easy to learn and simple to use. Our team of professionals takes the concepts of old and clunky management software and transforms them into an easy-to-use collaboration, communication, and knowledge management platform.

Working smarter is better.

Insurance agency management software can easily accelerate productivity in your business, simplify information sharing, remove previous barriers to communication imposed by email, and have everyone on the same page in one place. Plan effectively and get work done.

Key features

Your Own Unique Homepage

Build a truly useful homepage for your insurance agents, sales representatives, and employees. For personalization add your branding and logos. Include relevant data from your projects, departments and groups. Turn your homepage into a lively resource with all the necessary links, a corporation news feed, and relevant information. Highlight crucial updates for everyone. Add feeds from often used applications so your homepage becomes very helpful and presents a quick summary of news, discussions and important meetings or events ahead. If you would like to customize your homepage even further, we are happy to assist you to brainstorm your options and figure out what is feasible. We'll build it out for you with pleasure.

Workspaces for Departments and Teams

Whether you are working on a large insurance claim or developing a new insurance policy, you are able to collaborate with people in and outside your firm using our online workspaces. These workspaces can be flexible, scalable and robust with numerous features such as discussions, blogs, file sharing, and event sharing. You can gain insight, offer feedback and share ideas easily. These workspaces will be secure and you can set permissions to decide who has access to what specifically. They also tie into other popular features such as shared calendars, task management, document management, publishing tools, and social collaboration. Oversee projects effectively and collaborate together while keeping conversations within context. Connect people from different departments. Add partners. Scale up or down.

Company Directory and Employee Profiles

The company directory that we create for you gives you immediate access into deeper insight about the people in your organization. The directory is made of member profiles that show additional information regarding each member and his or her relationships within the community. As a member, you’ll be able to create your own user profile that contains your photograph, name and contact information. You can also add an index of content you have created, an activity stream, relationships with other members, not to mention the spaces and groups you have joined. Employee profiles are a very important aspect of social management software. You can likewise have a personal activity feed like Facebook's Wall with a real-time feed of dynamic content. You can share your status update of what you're working on. Ask a question or invite dialogue with another member by just mentioning them (@johnDoe for example). Start up a discussion or connect to an existing topic with hashtags. Get feedback on your documents or files. Share your expertise. Every member can have publishing tools and a voice. As you establish your company directory, you will find it’s easier than ever to seek out experts on any given topic and quickly form teams and get projects done. You can easily connect with people in different locations and departments. This also helps with global firms where employees might feel disconnected at times. By having a company directory with employee profiles, you encourage connections between your insurance agents and your groups, developing greater bonds and a stronger community. As your firm becomes more connected and personalised, you will see productivity increase significantly.

Publish Company News, Announcements and Updates

Through the activity stream that we can create, you can publish relevant insurance company news, updates, and announcements. Add relevant threads to your HomePage. Personalize your individual feeds to receive info regarding projects underway and your department. Share insight and provide feedback using the comment feature similar to microblogging. Each user may personalise their own individual feed to only receive information tied to their projects, departments, and general company information. Keep data flowing so your teams are well informed and engaged.

Document Management

From insurance claims to policies, associated documentation, and procedures, you have got loads of data flowing through your organization. Managing this process doesn’t have to be slow or cumbersome. Skip the delays related to traditional document management such as emails and file systems where you simply dump files into folders. With our secure document management system, you can search for documents by content, author, tags, discussions and project names. Find documents and all of the related conversation threads, and be armed with all the necessary information on any topic. Review different versions of documents or add your feedback with comments. Preview documents before you download them. Work more efficiently and faster.

Task Management for Insurance Companies

From writing a new insurance policy to providing insurance claims support for your customers, each aspect of your insurance business involves performing various tasks. Managing these tasks sufficiently is crucial to getting work done and ensuring that your team is on the same page. Assign and facilitate tasks for your insurance agents, specialists, underwriters, sales team, and other employees easily. Log in periodically to see progress. Schedule project phases and add due dates. Check in to see what has been achieved and what remains to be done. Add reminders wherever necessary and re-assign tasks if required. Get all the work done effectively while keeping track of every step along the way. Complete projects with great results and keep your workforce productive and engaged.

Calendars - Personal and Shared

Organize your time more effectively by using personal and shared calendars. The integrated calendar offers a robust and attractive alternative to Outlook and Google calendars. Simplify your daily communications and always be on track with important deadlines, appointments, and meetings using your calendar. Manage your workdays and workweek on your own terms. Construct your personal calendar to include all of your major events and appointments. After you've got your personal calendar organized, you can build company calendars and share events or meetings. You’re even able to share the whole calendar if needed with your insurance teams and partners. Invite people from outside your insurance company to be guests on specific events or meetings. Add reminders for everyone involved. You will be able to issue invitations right from your calendar or through your email. Ensure that everyone is connected and informed, with a clear plan of what events and meetings lay ahead so you do not miss important deadlines or client meetings. Personalize your calendar by color coding categories. Update or change times and events directly and conveniently. Simply drag and drop events into new time slots using the intuitive, easy to use interface. Plan your time efficiently and squeeze more out of your work week.

Contextual Search

We offer powerful contextual search functionality-find all the information on any given topic within your organization at one time. Search for a project name or subject and pull up all relevant conversations, workforce insight, files, documents, and commentary. Find the information you need on any given subject. Search function performance eliminates the frustration often associated with file sharing systems and knowledge system management. Get the information you need instantly. Be informed and more productive.

Why choose custom Insurance agency software?

Whether you are a startup or a large enterprise, you’ll own a single, integrated platform for multiple solutions.

You Get Customizable Security

Built with security in mind, Omertex uses the most modern technologies to keep your business data safe.

Apply Your Own Style & Brand

From customization and branding to integrating with your existing software, you can make it truly unique.

It Adapts to How You Work

Your business is unique. The insurance agency software we design is flexible; you have full control over how it works for you.

Easy to Learn, Easy to Use

We create Insurance agency software that doesn't require lots of training; because it is designed with concepts you are already familiar with.

Bring Your Own Device

We design an exceptionally fluid interface that adapts automatically based on the device you are using.

We're here to help you

We work hard to make you happy. At the risk of tooting our own horn; our support separates us from every other intranet vendor all considered.

Awesome customer service

You’ll have access to: admin and user guides, how-to articles and videos, public discussion forums and private support. You get every feature like: social and productivity apps, content and collaboration tools, unlimited people and profiles and unlimited spaces and groups.

No limits

We out-distance our competitors by designing insurance agency software that is flexible, familiar, and friendly. If your company is doing something remarkable to better the world we live in today, we want to help you to the full extent of technology. If you require extra help--from ongoing support to specialized consulting and customizations—we are always here for you. Each of our clients is unique, and we have the drive to assist and equip you in attaining all of your objectives.

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