AgencyBloc is an agency management system designed specifically for health and life insurance agencies. It offers features such as client management, commission...
Contact for pricing
Best Vlocity Alternatives ranked by AI · updated May 2025
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Vlocity provides industry-specific cloud and mobile software solutions on the Salesforce platform.
Price: Contact for pricing
Top 6 Vlocity alternatives
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry.
Contact for pricing
CallidusCloud Producer Pro is a comprehensive software solution for managing producer lifecycle and performance. It offers features such as commission tracking, producer...
Custom pricing
LexisNexis Life Insurance Solutions provides data and analytics to help insurance companies streamline underwriting processes and improve risk assessment.
Contact for pricing
Proformex is a cloud platform for financial advisors and insurance professionals to organize, monitor, and analyze in-force life insurance policies. It centralizes...
Pros
- Built specifically for in-force life insurance portfolio management
- Automates policy monitoring and review workflows
- Provides centralized visibility across policies and clients
Cons
- Pricing is not publicly listed
- Narrower scope than full financial planning platforms
- Requires accurate policy data and carrier information to deliver useful analysis
6
Insly is an insurance software for insurance brokers and agents
Pros
- Insurance software for brokers
- Agent management features
Cons
- Limited customization
- Interface can be improved
Contact for pricing
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