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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 Indio?

Revolutionize the typically intricate insurance application process by adopting a seamless approach akin to TurboTax. Indio transforms the insurance application experience into an efficient, cooperative, and user-friendly journey that saves valuable time and reduces costs for both you and your clients, all while minimizing the potential for errors and omissions. Eliminate the burden of confusing PDF forms and spreadsheets that hinder the application process; instead, unify data collection for applications and renewals, creating advantages for your team and your clients alike. This method not only eradicates redundant data collection but also ensures the accuracy and reliability of the information collected. By embracing this innovative system, you ultimately create a more streamlined experience that enhances satisfaction for all parties involved, fostering stronger relationships and smoother transactions.

Media

Media

Integrations Supported

Clarity Wave
Microsoft Excel
Microsoft Word
Salesforce
Sumex

Integrations Supported

Clarity Wave
Microsoft Excel
Microsoft Word
Salesforce
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

Indio Technologies

Date Founded

2016

Company Location

United States

Company Website

www.useindio.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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