Data VeraCatex
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Pivot PointCatex
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Related Products
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About
Data Vera for binder management is a comprehensive solution developed by CATEX to address the challenges insurers and brokers face with disparate data sources. It unifies data storage and management, ensuring consistent access and reporting across all lines of business. Key features include the ingestion and normalization of bordereaux data, allowing for the efficient processing of large files without complex templates. The platform's automation and learning capabilities enable it to adapt over time, applying data corrections automatically on future uploads, thereby streamlining operations. It also offers robust inward and outward program management, facilitating the aggregation of policy and claims data at the program or facility level, and supports various reinsurance configurations such as treaty, facultative, and proportional. Additionally, the accounting module can populate a general ledger tailored to organizational needs, offering features like levy and tax accounting.
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About
Pivot Point is an end-to-end reinsurance transaction system developed by CATEX, designed to revolutionize the management of reinsurance-related data for brokers and general agents. This comprehensive platform integrates placement, contracts, accounting, claims, and reporting processes into a single application, ensuring consistent access and reporting across all lines of business. Key features include company management, which stores vital contact information and affiliations; contract management, allowing oversight of various contract types with complex terms; claims management, ensuring accurate linkage of claims data to contracts; accounting and settlement, automating statements and payment schedules; and management reporting and analytics, utilizing built-in dashboards powered by Power BI for enhanced reporting. By unifying these functions, Pivot Point streamlines operations reduces manual tasks, and enhances data accuracy.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Insurers and brokers needing a tool to optimize their binder management processes through automated data ingestion, normalization, and comprehensive program oversight
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Audience
Reinsurance brokers in need of a solution to streamline data management and operational processes across all lines of business
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCatex
Founded: 1994
United States
www.catex.com/data-vera-for-binder-management/
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Company InformationCatex
Founded: 1994
United States
www.catex.com/pivot-point/
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Categories |
Categories |
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Integrations
Microsoft Power BI
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