TreatyIQ

TreatyIQ

Moody's Corporation
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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.

About

Moody's TreatyIQ delivers advanced financial modeling and extensive treaty and portfolio analytics for reinsurers. Its robust financial model can capture complex treaty structures, enabling underwriters to monitor risk positions, assess pricing performance, and build well-balanced portfolios. The platform unifies treaty underwriting and portfolio management within a single ecosystem, allowing users to create and analyze complex treaty and portfolio structures without manual workarounds or calculations. TreatyIQ empowers underwriters to maximize treaty reinsurance profits, paving the way for business growth and investment opportunities. A major global reinsurer enhanced portfolio management with Moody's RMS TreatyIQ, achieving 90x faster treaty roll-ups and 14% fewer blind spots. By modernizing treaty risk analytics, TreatyIQ enables insurers to assess the true marginal impact of each treaty on the portfolio and the real-time marginal impact of the program.

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

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

Audience

Reinsurance underwriters and portfolio managers looking for a tool to enhance profitability and streamline complex treaty analysis

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

$299 per month
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

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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

Pulse CRM
United States
pulsecrm.com

Company Information

Moody's Corporation
United States
www.moodys.com/web/en/us/who-we-serve/insurance/intelligent-risk-platform/treatyiq.html

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Categories

Categories

Integrations

Moody's Intelligent Risk Platform

Integrations

Moody's Intelligent Risk Platform
Claim Pulse CRM and update features and information
Claim Pulse CRM and update features and information
Claim TreatyIQ and update features and information
Claim TreatyIQ and update features and information