EIS vs Agentero

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Our analysts compared EIS vs Agentero based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

EIS is a cloud-native ecosystem for brokers and insurers. It provides workflow automation, product development and a centralized suite where any process can be viewed or managed.

Users can access engagement reports and analytics to oversee customer activity. Extend platform capabilities with third-party integrations and enable access to external data using APIs. It provides the ability to organize data assets and manage claims, policies and billing.
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Agentero combines an intuitive agency management system with purpose-built client interaction inclusions to help insurers reach their full potential. Agents can create an innovative digital ecosystem by automating client maintenance, renewals, referrals and bookkeeping. Its extensive library of industry-specific raters delivers timely quotes to agents. Predictive models monitor enterprise data in real time.

Its user-friendly command center aims to ease the integration of third-party extensions. Policyholders get continuous access to all their policy information, documentation, claims support and more through its multi-device user interface. Its dashboard visualizes growth-oriented statistics.
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Android
Chromebook
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Linux
Android
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Cloud
On-Premise
Mobile
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On-Premise
Mobile

Product Assistance

Documentation
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Live Online
Videos
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Documentation
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Videos
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FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Better Customer Understanding: Comprehend and anticipate client needs with readable analytics. Modify processes to optimize experiences based on client feedback.
  • User-friendly Navigation: Enhance visibility of the platform with user-centric dashboards. Organize information quickly to improve overall accessibility.
  • Tailored Products: Build and deliver customized products tailored to fit client needs. Streamline development and access pre-made content for simplified building.
  • Personalized Programs: Build personalized plans for customers based on provided requirements. Enhance customer experience by providing more options.
  • Enhanced Productivity: Automate tasks and streamline processes to allow increased focus on more complex tasks. Increase efficiency by optimizing workflows and lessen the time spent developing products.
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  • Improve Cash Flow: Get actionable insights into leads and referrals with a data-fuelled pipeline that identifies cross-selling and upselling opportunities. 
  • Faster Quotations: Significantly cut down wait times for clients by providing agents with direct access to the latest carrier information. 
  • Optimize Business Operations: Save time and resources using automated tools to streamline communication and perform daily repetitive tasks. 
  • Increase Client Satisfaction: Improve engagement levels by providing clients with a direct line of communication. 
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  • EIS Suite: View and manage the entire insurance lifecycle. Pinpoint potential system inefficiencies and adjust workflows to optimize usability. Customize employee dashboards and include specific data and graphics based on user needs.
  • Policy Management: Expedite processing by automating policy workflows. Access and manage important documents from the policy screen. Find policy information in one location and group data for fast modification.
  • Claims Management: Streamline claims processes by automating simple tasks. Use scripts to gather FNOL data through numerous channels quickly. Provide clients with a dynamic view of digital claims information.
  • Product Management: Use low-code product development tools to build products, bundles and experiences. Manage and modify products in one hub.
  • Client Management: Aggregate real-time customer engagement information from multiple channels to calibrate marketing and production efforts. Work collaboratively with other departments to expedite client tasks and enhance productivity.
  • Billing: Enable flexible billing options for clients and brokers. Manage invoicing, reconciliation, cash and collection, and delinquency services. Automate billing based on specific requirements. Provide customers with various payment options and the ability to set recurring payments.
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  • Sales and Pipeline: Track potential leads and sales opportunities in real time. Provide agents and underwriters with the right information at the right time necessary to maximize return on investment. 
  • Predictive Algorithms: Process anonymized data from agency and third-party sources to optimize the renewal and application process. Work out tailored policy recommendations for individual clients and identify coverage gaps. 
  • Carriers: Tap into a vast network of digital carriers to access the latest insurance products and quotes. Featured carriers include Hippo, Branch, Clearcover, Openly and more. 
  • Mobile App: Provide clients with a self-service option accessible through the mobile application. Insureds get 24/7 access to policy documentation, insurance and claims support. 
  • Workflow Automation: Create automated workflows for repetitive client maintenance tasks, such as emails, referrals and schedules. 
  • Dashboard: Leverage a customizable dashboard to gain complete visibility into client metrics, agent performance, analytics, reports and pipeline performance. 
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Product Ranking

#26

among all
Insurance Software

#36

among all
Insurance Software

Find out who the leaders are

Analyst Rating Summary

73
we're gathering data
99
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96
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34
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

EIS
Agentero
+ Add Product + Add Product
Billing Management Claims Management Commissions Tracking Dashboards And Reporting Platform Capabilities Policy Management Quote Management Underwriting And Rating Management 99 96 34 62 82 88 60 70 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

25%
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User Sentiment Summary

Great User Sentiment 10 reviews
Excellent User Sentiment 16 reviews
80%
of users recommend this product

EIS has a 'great' User Satisfaction Rating of 80% when considering 10 user reviews from 2 recognized software review sites.

98%
of users recommend this product

Agentero has a 'excellent' User Satisfaction Rating of 98% when considering 16 user reviews from 2 recognized software review sites.

3.5 (2)
n/a
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4.88 (8)
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4.9 (8)
4.1 (8)
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Awards

SelectHub research analysts have evaluated EIS and concluded it earns best-in-class honors for Billing Management and Claims Management.

Billing Management Award
Claims Management Award

Agentero stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Streamlined Workflows: Users praise EIS for simplifying complex insurance processes, such as claims processing and policy administration, through automated workflows and intuitive interfaces.
Enhanced Data Management: EIS receives positive feedback for its robust data management capabilities, enabling users to efficiently store, organize, and analyze large volumes of insurance data, leading to improved decision-making.
Improved Customer Service: Users appreciate EIS for facilitating better customer service by providing quick access to policy information, claims status, and communication tools, resulting in faster response times and increased customer satisfaction.
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Easy-to-Use Interface: Users appreciate the straightforward and intuitive design of the Agentero platform, making it simple to navigate and find the information they need.
Comprehensive Coverage Options: Agentero offers a wide range of insurance products, catering to diverse needs, such as health, life, and auto insurance.
Competitive Pricing: Users have reported finding competitive rates on Agentero, often saving money compared to other insurance providers.
Excellent Customer Support: Agentero's customer service team is known for its responsiveness and helpfulness, providing timely assistance when needed.
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Difficult to Use: Some users find the system difficult to navigate and use, especially when trying to find specific information or complete tasks.
Slow Performance: Users have reported that the system can be slow, especially during peak hours or when dealing with large amounts of data. This can lead to frustration and lost productivity.
Limited Functionality: Some users feel that the system lacks certain features or functionality that they need to do their jobs effectively. This can force them to use workarounds or other systems, which can be inefficient.
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Limited Coverage Options: Some users have reported that Agentero's plans don't offer enough coverage for their needs, particularly for things like liability or medical expenses. For example, a user might find that their plan doesn't cover certain types of accidents or injuries, leaving them with a significant out-of-pocket expense.
High Deductibles: Many users have complained about the high deductibles associated with Agentero's plans. This means that policyholders have to pay a substantial amount out of pocket before their insurance kicks in, making it difficult to afford necessary medical care or repairs.
Confusing Policies: Some users have found Agentero's policies to be difficult to understand, making it challenging to know what they're covered for and what their responsibilities are. This can lead to confusion and frustration when filing a claim.
Poor Customer Service: Several users have reported negative experiences with Agentero's customer service. They've described long wait times, unhelpful representatives, and difficulty getting their questions answered. This can be particularly frustrating when dealing with a complex issue like insurance.
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User reviews from the past year suggest that EIS is a comprehensive insurance management solution, particularly favored for its user-friendly interface and robust feature set, encompassing policy, claims, risk, compliance management, and reporting. Users praise EIS for its ability to streamline operations and reduce costs, making it a valuable asset for businesses of all sizes. However, a recurring concern among users is the cost of EIS, which some find prohibitive, especially smaller businesses or those with simpler insurance requirements. Additionally, some users have reported difficulties adapting EIS to more complex insurance scenarios, finding it less flexible than desired. While EIS offers a solid foundation for insurance management, businesses with intricate insurance needs might require a more specialized solution tailored to their specific complexities.

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User reviews from the past year suggest that Agentero might just be the golden ticket for independent insurance agents seeking a platform that simplifies their workflow and boosts their bottom line. Users rave about Agentero's intuitive interface, highlighting its ease of use compared to more cumbersome alternatives. One user, a former captive agent, praised Agentero for offering the "choice and simplicity" they had been searching for, effectively merging the best of both worlds. Another user emphasized the platform's efficiency, stating that Agentero "has taken the insurance industry by storm" with its streamlined approach to carrier access and business operations.However, it's not all sunshine and rainbows. Some users expressed a desire for expanded instant quoting capabilities, specifically for auto, renters, and supplemental insurance lines. This suggests that while Agentero excels in certain areas, there's room for improvement in terms of comprehensive coverage across all insurance products. Agentero seems to be a perfect fit for independent insurance agents who are looking to ditch the clunky systems of the past and embrace a more modern, efficient way of managing their business. Its user-friendly design, coupled with its focus on simplifying complex tasks, makes it a valuable tool for agents who want to streamline their workflow and dedicate more time to what truly matters: their clients.

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