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Description
SohamGeni's core Insurance system enables you to seamlessly manage the entire life cycle of your insurance operations in a fast and dependable environment. By leveraging cutting-edge technologies, SohamGeni delivers a flexible user experience along with a robust platform tailored for your business needs. You can categorize your intermediaries according to your company's specific model, distinguishing them as Banks, Individual Agents, Brokers, and more, while further labeling them as Commission Agents, Direct Agents, Sub-brokers, or Associate Agents based on their commission structures. Each intermediary is assigned a unique identification number for easy tracking, allowing you to monitor their business activities through comprehensive analytic reports. The system facilitates the configuration and transaction of commissions across various lines of business for different types of intermediaries. Additionally, it streamlines the registration process for intermediary information, capturing the details of Agents, Brokers, Corporate Agents, or Direct Sales within the system. Users also have the capability to modify existing intermediary details, ensuring that all information remains current and accurate. This comprehensive approach not only enhances operational efficiency but also supports better decision-making for your insurance business.
Description
ezBOSPro is an intuitive back-office software solution designed for businesses of any scale, making it user-friendly yet robust. It allows users to oversee properties throughout the entire deal journey, from the initiation of the deal pipeline to anticipated commissions and finalized transactions. The software features automated checklist processes, such as deal and commission checklists, ensuring that every step is accounted for. Attorneys, agents, and brokers gain complete visibility into each real estate deal, with timely email reminders and instant notifications for progress updates. Commission payments are detailed, offering a breakdown for each property listing by facilitating the creation of tailored commission plans for all agents. The beautifully crafted agent portal assists in onboarding new agents while managing their performance, commission structures, and agent groupings under managers. Additionally, users can easily track expenses, which include E/O expenses, MLS fees, desk fees, technology fees, and more. The platform also allows for the assignment of each expense to various parties, streamlining this process for better clarity and efficiency. Overall, ezBOSPro is designed to enhance productivity and simplify management tasks across the board.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$250 per month
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
Dream Tekis Software
Founded
2005
Country
India
Website
dreamtekis.com/general-insurance-software/
Vendor Details
Company Name
ezBOSPro
Founded
2017
Country
United States
Website
ezbospro.com
Product Features
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Product Features
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management