DocGenie

DocGenie

DocGenie, Inc.
SohamGeni

SohamGeni

Dream Tekis Software
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About

DocGenie is an automated document retrieval platform that eliminates the need for manual downloads from banks, utilities, and other institutions. It securely connects to thousands of providers, fetches statements and bills, and organizes them in one central hub. Users no longer have to log in, enter 2FA codes, or repeat monthly tasks to access their important files. The platform is designed with advanced encryption and multi-layered security protocols to ensure data privacy. With its focus on innovation and effortless workflows, DocGenie simplifies document management for individuals and businesses. By transforming repetitive processes into automated efficiency, it helps users save time and stay organized with ease.

About

With SohamGeni core Insurance system, run your complete insurance business life cycle in an environment that is reliable and quick. SohamGeni uses the latest technologies, provides an adaptive user experience and a strong platform for your business. Categorize your Intermediaries as per your company’s model. Classify as Bank, Individual Agent, Broker, etc. and label them as Commission Agent, Direct Agent, Sub- broker, Associate Agent etc. based on commission. Identify each with a unique Intermediary identification. Track every intermediary and their business through analytic reports. Configure and transact commission for each line of business for different types of intermediaries. Helps in registering the Intermediary info like details of Agent, Broker, Corporate Agent or Direct Sales in the system. Helps user to modify the details of existing Intermediary in the system.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

DocGenie is designed for individuals, businesses, and institutions that want secure, automated access to recurring documents without the hassle of manual downloads

Audience

Insurance agencies and companies in need of a cloud solution for risk and insurance management

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$15/month
Free Version
Free Trial

Pricing

$250 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocGenie, Inc.
Founded: 2024
United States
docgenie.cloud/

Company Information

Dream Tekis Software
Founded: 2005
India
dreamtekis.com/general-insurance-software/

Alternatives

Alternatives

OPUS

OPUS

OMNIX Software Solutions
GeniePlus

GeniePlus

Lucidea
Mobinsure

Mobinsure

Mobinsure Software Pvt Ltd.,

Categories

Categories

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Integrations

No info available.

Integrations

No info available.
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