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What is Siddhartha?

Documents can be reproduced instantly from any location at any time. At the heart of an insurance application are the established rule sets and accounting systems. Both detailed and summarized data conversions are easily available. Calculations regarding limits and premiums can be performed either online or in batch mode, producing uniform outcomes. A high degree of information accessibility, coupled with rapid response times, is anticipated. Usability is further enhanced by integrated tools such as Word and Excel. Business scenarios can be effectively tracked both in the present and retrospectively. Within this complex framework, Siddhartha enables insurers to proactively engage with the market. Whether you require fully automated offer generation through platforms like comparis.ch or a customized premium calculator for your site, we have the right solutions for your needs. Additionally, we enhance the entry process with automatic notifications to both prior insurers and new clients, along with improvements to commission structures and application workflows, as well as advancements in statistics and cross-selling strategies. Our promise is to optimize your insurance processes, ensuring they are both streamlined and productive, fostering a strong foundation for future growth and adaptability.

What is Equisoft/centralize?

The insurance agency management system we offer integrates various feeds from carriers, medical prerequisites, clients, policies, and other compliance and contracting systems into a single, cohesive platform. Equisoft/centralize stands out as a unified management solution that enhances collaboration among all stakeholders involved in commission distribution and management. Designed by industry experts, the software includes pre-built business processes that are tailored to streamline your operations. Essential reports, such as those detailing policies sold and commission forecasts, deliver valuable insights into your agency's overall performance. Furthermore, Equisoft/centralize facilitates lead monitoring and significantly boosts advisor productivity through efficient tracking mechanisms. The system efficiently handles complex hierarchies necessary for processing payouts and skillfully highlights discrepancies between expected and actual compensation. It supports various commission structures and customized compensation types, ensuring that all data feeds from insurance carriers and medical requirement companies are fully integrated. This comprehensive strategy not only enhances operational efficiency but also strengthens relationships among all participants in the insurance ecosystem, ultimately leading to improved business outcomes. By fostering a collaborative environment, the system helps agencies adapt quickly to market changes and enhance their service offerings.

Media

Media

Integrations Supported

Equisoft/illustrate
Equisoft/manage
Microsoft Excel
Microsoft Word
Sumex

Integrations Supported

Equisoft/illustrate
Equisoft/manage
Microsoft Excel
Microsoft Word
Sumex

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

Sumex

Date Founded

2019

Company Website

www.sumex.ch/en/siddhartha

Company Facts

Organization Name

Equisoft

Date Founded

1994

Company Location

Canada

Company Website

equisoft.com

Categories and Features

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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