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ease
features
design
support

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Description

ERMES is a comprehensive application designed from the insights of the SEFIN group, aimed at facilitating supervisory reports and matrices for foreign bank branches in Italy as well as for Financial Intermediaries listed in the new SINGLE REGISTER. This application serves as a protocol to PUMA 2 (Unified Corporate Matrices Procedure), enabling a straightforward and thorough approach to fulfilling periodic reporting requirements to the Bank of Italy. Tailored specifically for the Italian branches of foreign banks and for Financial Intermediaries under article 107, as well as those governed by article 106 (the so-called SINGLE REGISTER), ERMES functions as a reporting and communication system that supports users throughout every stage of the process through its intuitive yet detailed interface. The application prioritizes flexibility and usability while allowing for adaptability and customization of table structures to meet the unique needs of each user. Furthermore, it provides a singular reference documentation for processing, ensuring consistency and clarity in reporting. This innovative approach not only enhances user experience but also streamlines compliance with regulatory obligations.

Description

SohamGeni's core Insurance system enables you to seamlessly manage the entire life cycle of your insurance operations in a fast and dependable environment. By leveraging cutting-edge technologies, SohamGeni delivers a flexible user experience along with a robust platform tailored for your business needs. You can categorize your intermediaries according to your company's specific model, distinguishing them as Banks, Individual Agents, Brokers, and more, while further labeling them as Commission Agents, Direct Agents, Sub-brokers, or Associate Agents based on their commission structures. Each intermediary is assigned a unique identification number for easy tracking, allowing you to monitor their business activities through comprehensive analytic reports. The system facilitates the configuration and transaction of commissions across various lines of business for different types of intermediaries. Additionally, it streamlines the registration process for intermediary information, capturing the details of Agents, Brokers, Corporate Agents, or Direct Sales within the system. Users also have the capability to modify existing intermediary details, ensuring that all information remains current and accurate. This comprehensive approach not only enhances operational efficiency but also supports better decision-making for your insurance business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HID IdenTrust Yes 

Integrations

HID IdenTrust No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$250 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Sefin

Founded

1981

Country

Italy

Website

ebi.sefin.it/en/software-and-services-for-supervisory-reporting/supervisory-and-matrix-reporting/

Vendor Details

Company Name

Dream Tekis Software

Founded

2005

Country

India

Website

dreamtekis.com/general-insurance-software/

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

Insurance Policy

Cancellation Tracking Yes 
Claims Tracking Yes 
Policy Generation Yes 
Policy Issuance Yes 
Policy Processing Yes 
Quotes / Estimates Yes 
Rating Engine Yes 
Reinstatement Tracking Yes 
Reinsurance Administration Yes 
Renewal Management Yes 
Underwriting Management Yes 

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