Pivot PointCatex
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SohamLifeDream Tekis Software
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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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About
SohamLife is a fully web-based application supporting the complete life cycle of insurance operations, starting from registration of proposals to the final settlement of claims by way of death claim or maturity claim. It is a user-friendly solution providing any Insurer with the required flexibility and scalability coupled with short time-span for implementation and deployment. The solution provides an easy mechanism to view the status of the Proposal/Policy/Claim details either by an Agent or by the Life Assured himself. The solution provides seamless integration between Underwriting, Claims, Reinsurance and Accounting departments thus avoiding data redundancy. The solution addresses global as well as country-specific operational processing and reporting requirements. SohamLife is a multi-currency and multi-lingual application. It is a fully integrated component-based solution supporting the core business processes and data entered into one component.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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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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Audience
Companies searching for a multi-currency and multi-lingual application
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$250 per month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCatex
Founded: 1994
United States
www.catex.com/pivot-point/
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Company InformationDream Tekis Software
Founded: 2005
India
dreamtekis.com/life-insurance-software/
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Categories |
Categories |
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Insurance Agency Management Features
Claims Management
Supported
Commission Management
Supported
Contact Management
Supported
Document Management
Supported
Insurance Rating
Not Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Quote Management
Supported
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Integrations
Microsoft Power BI
Not Supported
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