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About

With a solution to meet almost every requirement and with platform options to suit every situation, we are confident that we can create a package tailored specifically to your business. We all had to start somewhere. For those brokers, Reinsurance or Direct, who are at their formative stages, we offer a solid, integrated single system approach that offers tight financial controls and ensures the meeting of regulatory requirements whilst providing support and flexibility for growth: cutting away some of the luxuries and peripheral features can keep the costs down, yet provide an easy upgrade path as the company grows. As a Coverholder, your focus is providing your customers with a first-class service with first-class products. This means you need an efficient means to place cover, capture risk data and not get bogged down with the reporting requirements required by your insurer, broker or the market.

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.

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

Anyone searching for an insurance agency solution

Audience

Reinsurance brokers in need of a solution to streamline data management and operational processes across all lines of business

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

No information available.
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

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

Review this Software

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

Morning Data
Founded: 1985
United Kingdom
www.morningdata.co.uk

Company Information

Catex
Founded: 1994
United States
www.catex.com/pivot-point/

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Engineering Group

Categories

Categories

Integrations

Microsoft Power BI

Integrations

Microsoft Power BI
Claim Morning Data and update features and information
Claim Morning Data and update features and information
Claim Pivot Point and update features and information
Claim Pivot Point and update features and information