Insurance Licensing Software or Services:
Which is Right for You?

Not sure where to begin?
Use this handy calculator
to point you in the right direction.

 

Understanding Our Recommendations

Service

Your size, philosophy, expertise and bandwidth are very similar to clients who thrive using our insurance managed services. Interested? Speak with an expert.

Service/Software

Your profile is comparable to many of our insurance managed services clients, but some very similar firms choose to use our software to take the job in-house. We're here to help you decide.

Software/Service

Your responses indicate that your organization might benefit from our software. But we also have many similar clients that choose a Managed Services solution. Let us help you make an informed decision.

Software

Your answers indicate your size and expertise are similar to many of our software clients. So software is likely the right choice for your organization, too. Book a demo today to see how our software can help.

How to Use this Information

We’ve helped hundreds of clients choose between software, services, or a combination of both. Which is right for you? Spoiler alert: there’s no one-size-fits-all answer. What’s right for one organization may not be right for another organization of the same size, geographic footprint, and level of expertise. Use the calculator to help guide your exploration of the options available to you.

Then, when you’re ready, talk to an expert.

Schedule a Free Demo

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