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Comparison tool

Compare vendors without vendor-influenced ratings.

Pick up to four vendors. Feature support is founder-curated and source-backed as research matures.

Feature
Attio
Insurance CRM
  • Producer hierarchy and territoriesNative
  • Policyholder 360 and policy contextNative
  • Channel consent and preferencesPartial
  • Commissions and payables visibilityNative
  • Grounded assist for growth playsNative
Microsoft Dynamics 365
Insurance CRM
  • Producer hierarchy and territoriesPartial
  • Policyholder 360 and policy contextNative
  • Channel consent and preferencesPartial
  • Commissions and payables visibilityNative
  • Grounded assist for growth playsNative
ACORD ADEPT
ACORD Integration
  • ACORD integrationNative
  • Message and transaction catalogNative
  • Mapping and exception managementUnsupported
  • Standards version migrationNative
  • Partner certification and harnessNative
INSTANDA
MGA Platforms
  • Out-of-sequence endorsementsPartial
  • MGA/MGU workflowsPartial
  • Specialty/E&S fitUnsupported
  • Submission intake and normalizationNative
  • Bind authority and controlsPartial
Out-of-sequence endorsements
Supports endorsement activity that arrives out of chronological order.
UnknownUnknownUnknownPartial
MGA/MGU workflows
Includes native workflows for delegated authority, program business, or MGA operations.
UnknownUnknownUnknownPartial
Cloud-native deployment
Delivered as a modern cloud or SaaS product rather than only hosted legacy software.
UnknownUnknownUnknownPartial
API-first integration
Provides documented APIs suitable for carrier or insurtech engineering teams.
UnknownUnknownPartialUnsupported
ACORD integration
Supports ACORD standards, messaging, mapping, or data exchange.
UnknownUnknownNativeUnknown
Commercial lines depth
Has meaningful commercial P&C capabilities beyond personal lines.
UnknownUnknownUnknownUnknown
Specialty/E&S fit
Fits specialty, E&S, program, or non-admitted workflows.
UnknownUnknownUnknownUnsupported
Configurable workflows
Allows business users or implementation teams to configure workflow and rules.
UnknownUnknownUnknownUnknown
Submission intake and normalization
Intake from brokers, portals, and email with enrichment, dedupe, and structured underwriting payloads.
UnknownUnknownUnknownNative
FNOL and assignment
Digital FNOL, triage, loss location capture, and assignment to internal or external adjusters.
UnknownUnknownUnknownUnknown