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ease
features
design
support

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Description

Zywave’s perspective on technology is more ambitious and expansive than ever before. Discover insights from our CEO, Jason Liu, regarding our latest acquisition and how Zywave is at the forefront of innovation in the insurance industry, aimed at enhancing your operational efficiency and improving profitability. Learn how our advanced technology can free up your time, enabling you to prioritize what truly matters – providing exceptional advice to your clients. By leveraging our sales management and client delivery tools, along with our unmatched content resources, you can create a remarkable experience for your customers. Step away from conventional practices as a benefits broker. Whether your needs lie in healthcare analytics, compliance, content creation, or human resources, we offer the solutions necessary to solidify your role as a reliable advisor. Transform into an essential consultant for your clients by utilizing our risk management, modification analysis, compliance, and content offerings to deliver strategic insights and distinguish your agency in a competitive market. By harnessing our resources effectively, you can elevate your service level and strengthen your position as a trusted partner in the industry.

Description

Particeep, a fintech, provides banks, asset management companies, insurances, and their distributors with key solutions that enable them to distribute financial products and services online. In addition to its open API, the company also offers white-label platforms that allow you to distribute financial services online in less time than a month.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

SBS Banking Platform
Salesforce Sales Cloud
Stripe

Integrations

SBS Banking Platform
Salesforce Sales Cloud
Stripe

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

11880€/year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Zywave

Country

United States

Website

www.zywave.com/content-cloud/broker-briefcase-pc-edition/

Vendor Details

Company Name

Particeep

Founded

2013

Country

France

Website

www.particeep.com

Product Features

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Online Banking

Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

Alternatives

Alternatives

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