Ozone Insuria

Insurance brokers handle a steady flow of policies, renewals, invoices and claims, much of it repeated by hand across several tools. Ozone Insuria is a web-based system aimed at brokers and agents that tries to bring those tasks into one place. It is produced by a company called Ozone United, which says it has worked in software since 2010 and also builds custom software and websites.

Policies, customers and the back office

The system covers policy and customer administration, customer invoicing, finance and HR, with management information reports for analysing the business. The company describes it as an ERP built for brokers, with operations, accounting, policies, claims and reporting linked together. Its stated design principle is to make daily processes depend on as little manual labour as possible, so that routine work such as data entry, policy management, claims management and financial management can be automated.

One system for all lines of business

Ozone says the software handles every kind of insurance business line and product in the same place, and that one system serves both sales and service activities. Pages also describe real-time views of operational transactions and balances, plus dashboards on recent performance.

Design and rollout

The company describes a user-friendly design that follows the way brokers work day to day, and it offers digital working aimed at faster service to clients. It lists an online demo, and its site carries a Capterra rating of 4.5 out of 5. Reviews on the site are said to mention better reporting, quicker access to information and faster decisions after implementation, though these are the vendor's own selection of comments.

The company behind it

Ozone United describes itself as a software and technology services provider whose work also includes IT consulting, quality analysis of software and technical writing, and it points to its client base as evidence of reliability.

Ozone Insuria is a web-based system for insurance brokers and agents, produced by Ozone United, a software company that says it has operated since 2010. It aims to reduce manual work in daily broking tasks.

Main features

• Policy and customer administration: records for policies and the clients who hold them.
• Finance and accounting: including customer invoicing.
• HR: staff management alongside the business functions.
• Claims: handling of claims within the same platform.
• Management reports: MI reports for reviewing how the business is performing.
• All business lines: different insurance lines and products handled in a single package.

Who it serves

Insurance brokers and agents, with clients described as located worldwide.

Key facts

• Developer: Ozone United
• Developer active since: 2010
• Delivery: web-based
• Capterra rating shown on site: 4.5 out of 5