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Transactor

Name: Transactor
Rating: 4.5 (2 reviews)

By Open GI

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Highlights : About Transactor

Custom branding for websites

Policy lifecycle management

Email distribution of policies

About Transactor

Transactor is a cloud-based insurance software for SMBs and enterprises located in the U.K. and Europe. The product offers a wide range of features including underwriting, document management, reporting and accounts management. Transactor provides an underwriting solution that allows insurance businesses to deploy their own schemes. The company also provides technical underwriters for the purpose of programming and updating the client when a new scheme is built. The front end applications of Transactor continuously interact with the back-end office databases to keep all information up to date, and enhance productivity across the organization. Transactor offers website development features that support the entire policy processing for B2B and B2C distribution methods. The websites can be customized and branded to meet the exact needs of the insurance companies. Administrators are authorized to control the website and make changes through a web based CMS, reducing development time. Transactor's document management features allow users to fully archive all documents sent to customers. Transactor also provides MI Cube, a tool that enables offline reporting and the analysis of raw data in order to generate useful business insights. The solution integrates with multiple third party providers including Bankval, Verifone, Sage, LexisNexis, CarweB and Winn Assist, among others. Third party partnerships with payment processing service providers enable clients to accept multiple payment methodologies.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Office database integation

Support for multiple currencies

Integrates with websites

Insurance delivery process

Train new employees

Policy lifecycle management

Custom branding for websites

Third party integration

Email distribution of policies

Offline reporting & analysis

Benefits

Transactor allows insurance businesses which operate online or via a contact centre to create customized screens for relevant data capture with the help of a Screenbuilder tool.

Scripts can be added to help new employees, and different levels of authority can be assigned to individual staff members.

Transactor has partnership and collaborative arrangements with a number of third parties, and an open API for integration with almost any third party application.

Users can create and edit a variety of policy documents for print, email, delivery via SMS or access online, with Transactor Document Manager.

Transactor's Claims Suite toolset enables the set up of full claims handling, including the ability to record both payments and recoveries from the customer, lawyers, suppliers, third parties, and more.

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