Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
An all-encompassing general insurance software solution tailored for insurance firms managing both personal and commercial lines of business. Each module within the system utilizes a unified database and a centralized repository of business rules for data management. This application encompasses a wide range of essential insurance functions, such as client administration, underwriting procedures, policy and endorsement creation, claims processing, and the handling of co-insurance and reinsurance tasks. Additionally, it facilitates billing, payment collection, cash handling, agency and commission oversight, production workflows, and comprehensive management reporting, all within a versatile system that supports multiple companies, currencies, and languages. Moreover, it incorporates reinsurance accounting, automated underwriting systems, an Insurance Products Generator, and a rating tool for enhanced efficiency. This robust software also streamlines policy administration and agent commission management, making it a vital tool for modern insurance operations.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Power BI
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Catex
Founded
1994
Country
United States
Website
www.catex.com/pivot-point/
Vendor Details
Company Name
Comtec Global
Website
www.comtecglobal.com/tis
Product Features
Product Features
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
No
Document Management
No
Insurance Rating
Yes
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
No
Insurance Policy
Cancellation Tracking
No
Claims Tracking
Yes
Policy Generation
No
Policy Issuance
No
Policy Processing
No
Quotes / Estimates
No
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
No
Underwriting Management
No