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What is PlanBee?

PlanBee presents a fantastic option at a markedly lower price point. During the initial 30 days, this offer is unmatched unless additional compensation is provided, due to the availability of a complimentary trial (details below). After the trial period, the pricing starts at just $29.98 for the basic version and $69.98 for the Pro version. Its user-friendly interface is crafted for anyone familiar with computers, making it accessible to a wide audience. Setting up a project with PlanBee is more straightforward than using most spreadsheet applications, as it mimics their structure. Users simply enter task names, durations, and dependencies into the designated grid, and the software automatically deduces common values for tasks and their relationships. For those new to the platform, the Quick Start Guide allows for the rapid creation of basic project plans, while seasoned users can take advantage of the advanced features to devise complex plans. Moreover, the intuitive design guarantees that users of all skill levels can maneuver through the software effortlessly, enhancing overall productivity. Consequently, PlanBee stands out as a versatile tool that caters to diverse project management needs, ensuring that everyone can find value in it.

What is Pivot Point?

Pivot Point is a robust reinsurance transaction platform developed by CATEX that aims to revolutionize how brokers and general agents manage reinsurance information. This integrated system brings together placement, contracts, accounting, claims, and reporting into a singular interface, ensuring consistent access and reporting across multiple business lines. A notable feature is its company management tool, which keeps vital contact information and relationships organized; contract management that provides oversight of various contract types with complex terms; and claims management that ties claims data directly to the corresponding contracts. Furthermore, it includes accounting and settlement features that automate the creation of statements and payment schedules, as well as management reporting and analytics that utilize embedded dashboards powered by Power BI for enhanced reporting capabilities. By unifying these different functions, Pivot Point not only streamlines operational workflows but also reduces manual tasks and greatly enhances data accuracy. This platform is designed to address the challenges faced in the reinsurance sector, making it an essential resource for improving both productivity and operational effectiveness. As a result, Pivot Point stands out as a transformative solution that meets the evolving demands of the industry.

Media

Media

Integrations Supported

Microsoft Power BI

Integrations Supported

Microsoft Power BI

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Guy Software

Company Location

Canada

Company Website

www.guysoftware.com/planbee.htm

Company Facts

Organization Name

Catex

Date Founded

1994

Company Location

United States

Company Website

www.catex.com/pivot-point/

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

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