Policy administration for insurance brokers & agencies

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.

Key benefits of Transactor

  • 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.

  • Devices

    Business size

    S M L


    United Kingdom

    Supported Languages

    English, Polish


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    Total features of Transactor: 53

    • API
    • Audit Management
    • Billing & Invoicing
    • Broker / Agent Portal
    • Cancellation Tracking
    • Carrier Upload
    • Case Management
    • Claims Management
    • Claims Tracking
    • Commercial Lines
    • Commission Management
    • Comparative Insurance Rating
    • Contact Management
    • Customer Portal
    • Customizable Branding
    • Customizable Fields
    • Customizable Questions
    • Database Support
    • Document Management
    • Email Distribution
    • For Auto Insurance
    • For Casualty Insurance
    • For Disability Insurance
    • For Health / Medical Insurance
    • For Homeowners Insurance
    • For Long Term Care
    • For Medical Malpractice
    • For Personal Insurance
    • For Professional Liability
    • Insurance Policy Management
    • Insurance Rating
    • Lifecycle Management
    • MGA Administration
    • Multi-Currency
    • Multi-State
    • Multiple Line Rating
    • Offline Access
    • Policy Generation
    • Policy Issuance
    • Policy Processing
    • Quotes/Estimates
    • Rating Engine
    • Records Management
    • Reinstatement Tracking
    • Reinsurance Administration
    • Renewal Management
    • Secure Login
    • Self Service Portal
    • Single Data Entry
    • Third Party Integrations
    • Training Management
    • Underwriting Management
    • Website Integration



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    Transactor FAQs

    Below are some frequently asked questions for Transactor.

    Transactor offers the following pricing plans:

    • Starting from:
    • Pricing model: One Time License
    • Free Trial: Not Available

    Contact Transactor Global Solutions for pricing details.

    We do not have any information about Transactor features

    Transactor has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Transactor supports the following languages:

    English, Polish

    Transactor supports the following devices:

    We do not have any information about what integrations Transactor has

    Transactor offers the following support options:

    Email/Help Desk, Phone Support, Chat

    Related categories

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