Document Management

Applied Systems

Applied Systems is recognized as a pioneer in agency and brokerage management systems, insurance software, and data exchange between agencies, brokers, carriers, and their clients. Applied automates the insurance life cycle for more than 12,000 agencies and brokerages and 350 carriers worldwide.


Ebix offers web-based software for issuing and tracking certificates of insurance. The firm is an industry leader of online certificate tracking and issuance software and services, managing millions of insurance certificates annually.


GhostDraft provides robust customer communications management (CCM) for insurers of all sizes. GhostDraft's document generation and management solution gives insurers greater control of their documents so they're able to quickly create clear, relevant, and actionable communications to improve the customer experience.

Vertafore, Inc.

Vertafore delivers cloud-based insurance software and services that transform the business of insurance. With the largest customer base in the industry, more than 20,000 agencies and carriers leverage Vertafore’s solutions built on today’s most advanced cloud, mobile, and IT platforms.

Wolters Kluwer

Wolters Kluwer provides risk management, compliance, finance, audit, and forms solutions. The company helps more than 15,000 customers worldwide successfully navigate regulatory complexity, optimize risk and financial performance, and manage data to support critical decisions.

Xpertdoc Technologies

Xpertdoc Technologies is a global software company that provides an innovative customer communications management (CCM) solution to help organizations streamline their document creation, management, and delivery processes.