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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Pivot Point is a comprehensive reinsurance transaction platform created by CATEX, aimed at transforming the way brokers and general agents handle reinsurance data. This all-in-one system consolidates placement, contracts, accounting, claims, and reporting functions into a single interface, guaranteeing uniform access and reporting across various business lines. Among its standout features is company management, which maintains critical contact details and relationships; contract management, which offers oversight of a range of contract types with intricate terms; and claims management, which accurately correlates claims data to specific contracts. Additionally, it comprises accounting and settlement functionalities to automate the generation of statements and payment schedules, alongside management reporting and analytics, which leverage built-in dashboards powered by Power BI for superior reporting capabilities. By integrating these diverse functions, Pivot Point not only streamlines operational processes but also minimizes manual workloads and significantly improves data precision. Ultimately, this innovative platform serves as a pivotal tool for enhancing efficiency and effectiveness within the reinsurance sector.

Description

SohamLife is an entirely web-based platform that facilitates the entire insurance operation life cycle, encompassing everything from the initial proposal registration to the conclusive settlement of claims, whether related to death or maturity. This solution is designed to be user-friendly, offering insurers essential flexibility and scalability while ensuring a swift implementation and deployment process. Users, including both agents and policyholders, can easily check the status of proposals, policies, and claims through a straightforward interface. By allowing seamless integration among the Underwriting, Claims, Reinsurance, and Accounting departments, it effectively eliminates data redundancy. Additionally, the system meets both international and country-specific operational processing and reporting needs. SohamLife supports multiple currencies and languages, enhancing its accessibility and functionality across diverse markets. This comprehensive and integrated component-based solution streamlines core business processes, ensuring that data entered in one area is reflected across all components.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Power BI

Integrations

Microsoft Power BI

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$250 per month
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

Catex

Founded

1994

Country

United States

Website

www.catex.com/pivot-point/

Vendor Details

Company Name

Dream Tekis Software

Founded

2005

Country

India

Website

dreamtekis.com/life-insurance-software/

Product Features

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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