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Ratings and Reviews 0 Ratings
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What is SohamGeni?
SohamGeni's primary Insurance system allows for the effortless administration of all insurance operations throughout their entire life cycle in a swift and reliable setting. By utilizing advanced technologies, SohamGeni provides a versatile user interface alongside a sturdy platform designed to meet the specific requirements of your business. Intermediaries can be organized according to your company's unique model, identifying them as Banks, Individual Agents, Brokers, and more, while also categorizing them based on their commission frameworks as Commission Agents, Direct Agents, Sub-brokers, or Associate Agents. Each intermediary is given a distinct identification number for streamlined monitoring, enabling you to oversee their business performance through detailed analytical reports. The system also supports commission configuration and transactions across multiple lines of business tailored to various intermediary types. Furthermore, it simplifies the registration of intermediary data, encompassing the information of Agents, Brokers, Corporate Agents, or Direct Sales within the system. Users have the ability to update intermediary details as needed, ensuring that all data remains accurate and up-to-date. This all-encompassing strategy not only boosts operational efficiency but also empowers improved decision-making for your insurance operations, ultimately fostering growth and adaptability within your business.
What is InsuredMine?
Insurance agents can enhance the long-term value of their clients by utilizing digital tools such as insurance wallets, chatbots, and an interactive agent portal to boost policy sales and improve customer retention. These digital features are comprised of several components: 1. MOBILE APP - This includes a Policy Wallet, Push Notifications, Reminders, Agent Information, Insurance Cards, an Accident Checklist, a Home Risk Assessment tool, and a Customer Profile Builder. 2. AGENT PORTAL - This platform offers an Analytics Dashboard, a Renewal Tracker, a Deal Board, Email Integrations, Customer Chat capabilities, and Comprehensive Reports. 3. CHATBOT - This feature facilitates Agent Connection and provides AI-Driven Quotes, further streamlining the customer experience and improving service efficiency. Ultimately, the integration of these digital solutions can significantly enhance the effectiveness of insurance agents in managing their client relationships.
Integrations Supported
Integrations Supported
Go Integrator Cara
Nexsure Insurance Platform
Nylas
RingCentral Automatic Call Recording
Sonant
Twilio
API Availability
API Availability
Has API
Pricing Information
$250 per month
Free Version
Free Trial Offered?
Pricing Information
$69per user per month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
Windows
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Dream Tekis Software
Date Founded
2005
Company Location
India
Company Website
dreamtekis.com/general-insurance-software/
Company Facts
Organization Name
InsuredMine
Date Founded
2017
Company Location
United States
Company Website
www.insuredmine.com
Categories and Features
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Categories and Features
AI Insurance
Not specified
Commercial Insurance
Broker / Agent Portal
Customer Portal
Document Management
Policy Management
Content Marketing
Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Email Marketing
A/B Testing
Auto-Responders
CAN SPAM Compliance
Drip Campaigns
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Insurance Agency Management
Claims Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Analytics
Not specified
Insurance CRM
Not specified
Insurance Policy
Cancellation Tracking
Claims Tracking
Quotes / Estimates
Renewal Management
Insurance Underwriting and Rating
Broker / Agent Portal
Customer Portal
For Casualty Insurance
For Life Insurance
For Personal Insurance
Multi-State
P&C Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Marketing Automation
Policy Management
Quote Management