FINEOS vs Agentero

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Our analysts compared FINEOS 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

FINEOS is a comprehensive digital platform for insurance agents. Users can optimize administration processes, automate workflows and oversee customer activity in one hub. Manage traffic, track sales and expedite policy processing.

Users can organize information and securely store data in a central repository. Use open architecture to integrate with external applications.
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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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$99/User, Monthly
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
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FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Increased Productivity: Save time by automating workflows to redirect focus to essential tasks. Scale quickly with cloud-native capabilities.
  • Demographic Intelligence: Gain insight into client activity with real-time data. Understand customer preference with readable analytics.
  • Boosted Organization: Systemize workflows and organize information to promote fast modification and better communication.
  • Simplified Navigation: Browse the interface and find data quickly with dynamic viewing across multiple devices. Make changes to the platform without rewriting code.
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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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  • Administration Management: Access a comprehensive suite for administration management. Secure, organize and manage all insurance activities in one location.
  • Policy Management: Manage tasks from the policy screen and view consolidated policy and product data. Create and edit documents, grouping policy and claim information for easy accessibility.
  • Claims Management: Simplify the claims process by enabling end-to-end automation. Access important information and complete claims tasks in a central location. Enhance system efficiency with pre-made workflows and dashboards. Utilize intuitive reporting and enable AI analytics to review claims data further.
  • Underwriting Workflows: Automate processes, manage important documents and track policy creation data. Send update alerts notifying sales directors and brokers if additional information or review is needed.
  • Ratings: Simplify the underwriting process and receive accurate ratings using in-house rating software. Collect data and determine requirements based on client variables.
  • Payments: Offer customers flexible payment options. View detailed transaction reports and utilize third-party integrations for payment processing.
  • Billing: Oversee billing activity, monitor transactions and enable automated workflows. Improve communication with clients using shareable dashboards.
  • Quotes: Generate quotes, save templates for future use and upload important documents.
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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

#20

among all
Insurance Software

#36

among all
Insurance Software

Find out who the leaders are

Analyst Rating Summary

75
we're gathering data
95
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96
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0
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

FINEOS
Agentero
+ Add Product + Add Product
Billing Management Claims Management Commissions Tracking Dashboards And Reporting Platform Capabilities Policy Management Quote Management Underwriting And Rating Management 95 96 0 81 82 78 57 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

44%
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User Sentiment Summary

Fair User Sentiment 1 reviews
Excellent User Sentiment 16 reviews
60%
of users recommend this product

FINEOS has a 'fair' User Satisfaction Rating of 60% when considering 1 user reviews from 1 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.

n/a
4.88 (8)
3.0 (1)
4.9 (8)

Awards

SelectHub research analysts have evaluated FINEOS and concluded it earns best-in-class honors for Claims Management and Underwriting and Rating Management.

Claims Management Award
Underwriting and Rating 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 Claims Management: FINEOS simplifies claims processing, automating tasks and workflows to boost efficiency.
Enhanced Customer Experience: FINEOS provides self-service portals and mobile apps, empowering policyholders to manage their claims conveniently.
Data-Driven Insights: FINEOS offers robust reporting and analytics, enabling insurers to gain valuable insights from their data for better decision-making.
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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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Clunky User Interface: Users frequently express frustration with FINEOS's outdated interface, finding it difficult to navigate and use efficiently. They desire a more modern and intuitive design that simplifies their workflow.
System Performance Issues: Slow loading times and system crashes are a common complaint, leading to decreased productivity and frustration among users.
Limited Reporting Capabilities: Users report that FINEOS lacks robust reporting features, making it challenging to extract meaningful insights from their data. They desire more comprehensive and customizable reporting options to support data-driven decision-making.
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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 on FINEOS are a mixed bag. Some users praise FINEOS for its robust claims processing capabilities, noting that it streamlines complex workflows and reduces manual processing time. Others appreciate the comprehensive policy management features, highlighting the ease with which they can handle renewals, endorsements, and cancellations. However, some users express frustration with the system's complexity, citing a steep learning curve and the need for extensive training. A few users also point out occasional glitches and slow response times, impacting productivity and user satisfaction. While FINEOS is generally viewed as a powerful and feature-rich platform, its suitability hinges on the specific needs and technical capabilities of the organization. Businesses with complex insurance operations and a dedicated IT team may find FINEOS to be a valuable asset, while smaller organizations with limited resources might find it overwhelming.

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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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