Transactor

Policy administration for insurance brokers & agencies

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Transactor Overview

What is 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.

Transactor Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
One Time License
Subscription

Contact Transactor Global Solutions for pricing details.


Transactor Features

Devices
Business size
S M L
Markets
United Kingdom
Supported Languages
English, Polish

Media

Transactor video Transactor video Transactor screenshot: Transactor screenshot: Transactor screenshot: Transactor screenshot: Transactor screenshot:
User recommendation
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Transactor Pricing

Transactor Pricing

Starting from
N/A
Free Trial
One Time License
Subscription

Contact Transactor Global Solutions for pricing details.

Contact Transactor Global Solutions for pricing details.

Value for Money
0/5
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Transactor Features

Transactor Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
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Categories

Additional information for Transactor

Additional information for Transactor

Key features of Transactor

  • API
  • Claims management
  • Custom branding for websites
  • Customer login
  • Customizable fields
  • Customize questions
  • Email distribution of policies
  • Insurance delivery process
  • Integrates with websites
  • Office database integation
  • Offline reporting & analysis
  • Policy lifecycle management
  • Record payments
  • Support for multiple currencies
  • Third party integration
  • Train new employees

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.

  • Transactor FAQs

    Transactor FAQs

    Below are some frequently asked questions for Transactor.

    Q. What type of pricing plans does Transactor offer?

    Transactor offers the following pricing plans:

    Pricing model: One Time License, Subscription

    Free Trial: Not Available

    Contact Transactor Global Solutions for pricing details.

    Q. What are the main features of Transactor?

    Transactor offers the following features:

    • API
    • Claims management
    • Custom branding for websites
    • Customer login
    • Customizable fields
    • Customize questions
    • Email distribution of policies
    • Insurance delivery process
    • Integrates with websites
    • Office database integation
    • Offline reporting & analysis
    • Policy lifecycle management
    • Record payments
    • Support for multiple currencies
    • Third party integration
    • Train new employees

    Q. Who are the typical users of Transactor?

    Transactor has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does Transactor support?

    Transactor supports the following languages:

    English, Polish

    Q. What type of pricing plans does Transactor offer?

    Transactor has the following pricing plans:

    One Time License, Subscription

    Q. Does Transactor support mobile devices?

    We do not have any information about what devices Transactor supports

    Q. What other apps does Transactor integrate with?

    We do not have any information about what integrations Transactor has

    Q. What level of support does Transactor offer?

    Transactor offers the following support options:

    Video Tutorials, Phone Support, Online Support