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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

ezBOSPro is an intuitive back-office software solution designed for businesses of any scale, making it user-friendly yet robust. It allows users to oversee properties throughout the entire deal journey, from the initiation of the deal pipeline to anticipated commissions and finalized transactions. The software features automated checklist processes, such as deal and commission checklists, ensuring that every step is accounted for. Attorneys, agents, and brokers gain complete visibility into each real estate deal, with timely email reminders and instant notifications for progress updates. Commission payments are detailed, offering a breakdown for each property listing by facilitating the creation of tailored commission plans for all agents. The beautifully crafted agent portal assists in onboarding new agents while managing their performance, commission structures, and agent groupings under managers. Additionally, users can easily track expenses, which include E/O expenses, MLS fees, desk fees, technology fees, and more. The platform also allows for the assignment of each expense to various parties, streamlining this process for better clarity and efficiency. Overall, ezBOSPro is designed to enhance productivity and simplify management tasks across the board.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$250 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

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

Deployment

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

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Dream Tekis Software

Founded

2005

Country

India

Website

dreamtekis.com/general-insurance-software/

Vendor Details

Company Name

ezBOSPro

Founded

2017

Country

United States

Website

ezbospro.com

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 

Product Features

Real Estate Agency

Calendar Management Yes 
Client / Property Matching Yes 
Client Database Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management No 
Property Database No 
Website Management No 

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