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What is Trellis Connect?

Trellis Connect revolutionizes the sharing of personal insurance information by providing users with a quick, user-friendly, and secure platform. By engaging with consumers in their preferred environments, Trellis allows individuals to find personalized insurance options that fit their specific needs. Through the use of consumer-approved data, Trellis Connect emerges as a groundbreaking pre-fill solution for property and casualty insurance, significantly improving the user experience while prioritizing both security and privacy. By partnering with top companies from various industries, such as financial services, fintech, and insurance markets, Trellis delivers comprehensive, white-label insurance solutions from start to finish. The platform not only helps users compare and buy personal property and casualty insurance policies but also ensures they have access to the most advantageous choices on the market. With our premium offering, clients can have a fully licensed team of insurance agents ready to assist them within just a few days, making the insurance process more efficient and accessible. This innovative approach not only simplifies obtaining coverage but also builds a foundation of trust and confidence among users who are in search of reliable insurance options. Ultimately, Trellis Connect is dedicated to enhancing the overall insurance experience for all its users.

What is Particeep?

Particeep is a financial technology company that equips banks, asset management firms, insurance companies, and their distributors with essential tools for the online distribution of financial products and services. Alongside its open API, the firm provides customizable white-label platforms designed to facilitate the rapid online delivery of financial services, often within a timeframe of less than a month. This innovative approach significantly enhances efficiency in the financial sector.

Media

Media

Integrations Supported

Acorns
Rocket Money
SBS Banking Platform
Salesforce
Stripe

Integrations Supported

Acorns
Rocket Money
SBS Banking Platform
Salesforce
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

11880€/year
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

Trellis

Company Location

United States

Company Website

trellisconnect.com

Company Facts

Organization Name

Particeep

Date Founded

2013

Company Location

France

Company Website

www.particeep.com

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Online Banking

Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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