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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Documents are instantly reproducible at any time and location. Central to an insurance application are the rule sets and accounting mechanisms. Both detailed and aggregate transcodings are readily accessible. Calculations for limits and premiums can be executed online or in batch mode, yielding consistent results. A high level of information readiness, accompanied by fast response times, is expected. Integrated tools like Word and Excel enhance usability. Business cases can be effectively managed both going forward and in hindsight. Siddhartha navigates this intricate landscape, empowering insurers to take proactive steps within the market. Whether you need fully automated offer generation from platforms like comparis.ch or a tailored premium calculator for your website, we have the solution for you. We also provide enhancements for the entry process, including automatic notifications to both previous insurers and new customers, as well as improvements in the commission and application workflow, along with advancements in statistics and cross-selling opportunities. Our commitment is to ensure that your insurance processes are as efficient and effective as possible.

Description

This online platform enables insurance agents to secure policies instantly and in real time. It provides the latest rates from various insurance providers and facilitates policy financing through the agent's preferred Premium Finance Company. Agents have the flexibility to manage sales from any location with internet connectivity at any time. Down payments for policies along with financing transactions are processed electronically, ensuring efficiency. Clients depart from the insurance agency equipped with all necessary documentation related to their insurance policies. Additionally, the point-of-sale system can be integrated within the web applications of insurance companies, enhancing usability for agents and clients alike. This seamless integration streamlines operations and improves the overall customer experience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Excel
Microsoft Word
Sumex

Integrations

Microsoft Excel
Microsoft Word
Sumex

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Sumex

Founded

2019

Website

www.sumex.ch/en/siddhartha

Vendor Details

Company Name

Unisoft Communications

Website

www.unisoftonline.com/products/TruePremium.aspx

Product Features

Product Features

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

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