phidea

customer self service

Ranked comparison

3 tools covered · methodology
  1. #1 · modern · policy-admin

    EIS Group

    www.eisgroup.com
    17/20
    85%

    US-founded (2008) cloud-native, API-first core and digital insurance platform. OneSuite covers policy (PolicyCore), billing (BillingCore), claims (ClaimCore) and customer (CustomerCore) across P&C, L&A, and group benefits. TPG invested $100M+ in June 2021.

    traction
    4/5
    maturity
    5/5
    coverage
    4/5
    recognition
    4/5
  2. #2 · modern · crm-distribution

    iPipeline

    ipipeline.com
    12/20
    60%

    End-to-end cloud platform for life and annuity new-business workflow, underwriting, policy administration, and producer distribution.

    traction
    4/5
    maturity
    5/5
    coverage
    1/5
    recognition
    2/5
  3. #3 · modern · policy-admin

    Zinnia

    zinnia.com
    12/20
    60%

    Operating system for life insurance and annuities, combining third-party administration, policy lifecycle management, digital distribution, and CRM/agency tools across a roll-up of legacy vendors.

    traction
    2/5
    maturity
    5/5
    coverage
    1/5
    recognition
    4/5