Financial Services Cloud vs ParaCode
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Overview
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
ParaCode is a cloud-based policy administration and claims management software platform that is product agnostic and is aimed at anyone in the insurance market including MGA’s, Brokers and Insurers who want to take advantage of our Broker portal, Marketplace and Online sales functionality.
ParaCode is a cloud-based policy administration and claims management software platform that is product agnostic and is aimed at anyone in the...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
No images available
Pricing
Starting from
US$300.00/month
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4/ 5Features
4/ 5Customer Service
4.7/ 5Value for Money
4.3/ 5Ease of Use
4.7/ 5Features
4.6/ 5Customer Service
5/ 5Value for Money
4.8/ 5Features
Total features 146
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Archiving & Retention
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Batch Processing
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Cancellation Tracking
- Carrier Upload
- Case Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commenting/Notes
- Commercial
- Commercial Lines
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Conditional Logic
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Credit Reporting
- Customer Accounts
- Customer Database
- Customer Management
- Customer Portal
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Capture and Transfer
- Data Import/Export
- Data Storage Management
- Data Visualization
- Digital Signature
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- Expense Tracking
- File Recovery
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Long Term Care
- For Medical Malpractice
- For Personal Insurance
- For Professional Liability
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- HIPAA Compliant
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Interaction Tracking
- Invoice Management
- Lead Capture
- Lead Management
- Life & Health
- Lifecycle Management
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- MGA Administration
- Marketing Automation
- Media Library
- Mobile Access
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Channel Distribution
- Multi-Company
- Multi-Currency
- Multi-Language
- Multi-State
- Multiple Format Support
- Multiple Line Rating
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Policy Issuance
- Policy Library
- Policy Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Process/Workflow Automation
- Property & Casualty
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Reinstatement Tracking
- Reinsurance Administration
- Relationship Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Rules-Based Workflow
- SSL Security
- Sales Reports
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Self Service Portal
- Status Tracking
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Text Editing
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Underwriting Management
- User Management
- Version Control
- Visual Analytics
- Visual Presentation
- Workflow Management
Total features 121
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Archiving & Retention
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Batch Processing
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Cancellation Tracking
- Carrier Upload
- Case Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commenting/Notes
- Commercial
- Commercial Lines
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Conditional Logic
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Credit Reporting
- Customer Accounts
- Customer Database
- Customer Management
- Customer Portal
- Customer Statements
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Capture and Transfer
- Data Import/Export
- Data Storage Management
- Data Visualization
- Digital Signature
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- Expense Tracking
- File Recovery
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Long Term Care
- For Medical Malpractice
- For Personal Insurance
- For Professional Liability
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- HIPAA Compliant
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Interaction Tracking
- Invoice Management
- Lead Capture
- Lead Management
- Life & Health
- Lifecycle Management
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- MGA Administration
- Marketing Automation
- Media Library
- Mobile Access
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Channel Distribution
- Multi-Company
- Multi-Currency
- Multi-Language
- Multi-State
- Multiple Format Support
- Multiple Line Rating
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Policy Issuance
- Policy Library
- Policy Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Process/Workflow Automation
- Property & Casualty
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Reinstatement Tracking
- Reinsurance Administration
- Relationship Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Rules-Based Workflow
- SSL Security
- Sales Reports
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Self Service Portal
- Status Tracking
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Text Editing
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Underwriting Management
- User Management
- Version Control
- Visual Analytics
- Visual Presentation
- Workflow Management
Integrations
- Chargent
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- Workato
- Xero
Not provided by vendor
