DocGenieDocGenie, Inc.
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SohamGeniDream Tekis Software
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Related Products
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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.
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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.
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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
DocGenie is designed for individuals, businesses, and institutions that want secure, automated access to recurring documents without the hassle of manual downloads
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Audience
Insurance agencies and companies in need of a cloud solution for risk and insurance management
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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 VideosNo images available
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Pricing
$15/month
Free Version
Free Trial
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Pricing
$250 per month
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 InformationDocGenie, Inc.
Founded: 2024
United States
docgenie.cloud/
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Company InformationDream Tekis Software
Founded: 2005
India
dreamtekis.com/general-insurance-software/
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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