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About

Reduce the number of sites underwriters and staff need to visit to assess risk from 15 to 1. Surface dynamic insights on appetite, winnability, and guidelines so the best business automatically floats to the top of the underwriter’s queue. Empower underwriters to make decisions in the broader context of organizational goals and strategies. Visually monitor risk accumulations, proactively manage your portfolio, and guide underwriters toward optimal outcomes. Free underwriters and staff from the burden of mundane tasks like filling out docs and hunting for risk data and underwriting guidance. Tailor-made workflows for new business, renewals, and referrals include goal setting, performance tracking, detailed account data, and risk analysis. Our platform brings dynamic risk selection and portfolio-aware insights to the last mile in underwriting and core operations through a sleek and modern workflow designed by underwriters for underwriters.

About

Pulse CRM is a purpose-built customer-relationship and portfolio-management system designed specifically for independent sales organizations and payment-processing firms, covering the merchant lifecycle from lead acquisition and application submission through underwriting, boarding, residual payouts, and portfolio analytics. It supports merchant onboarding automation across multiple ISOs, built-in risk and underwriting tools to accelerate approvals, residual-tracking and reporting features tailored to payment-services flows, and deep-dive dashboard analytics to monitor agent and merchant performance. It delivers centralized workflow automation, streamlined document management, and compliance check integration so that manual spreadsheets and multiple auxiliary systems can be replaced by a unified solution.

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

Insurers and advisers seeking a solution to manage and amplify their data investments

Audience

Payment-processing ISOs and acquiring organizations in search of a solution to manage merchant portfolios and agent networks

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

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$299 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

Federato
United States
www.federato.ai/

Company Information

Pulse CRM
United States
pulsecrm.com

Alternatives

s.360

s.360

Samplemed

Alternatives

Shift Underwriting Risk

Shift Underwriting Risk

Shift Technology
hx Renew

hx Renew

hyperexponential
Payitiv CRM

Payitiv CRM

Payitiv
RiseCRM

RiseCRM

Aurora Payments

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Federato and update features and information
Claim Federato and update features and information
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Claim Pulse CRM and update features and information